盘面上，存储芯片概念持续拉升，西测测试、万润科技、上海贝岭涨停，高盛预计全球HBM市场规模将在2023-2026年期间以约100%的复合年增长率增长；商业航天板块再度走高，陕西华达涨超19%，航天晨光、神开股份、天箭科技涨停；光伏板块走高，硅料方向领涨，海源复材2连板，国务院印发《2024—2025年节能降碳行动方案》，重点任务中提到合理布局硅、锂、镁等行业新增产能；汽车服务、半导体、国防军工等板块涨幅居前。The Shanghai Index fell 0.12% to 3107.18 points, the Shenzhen Stock Exchange Index fell 0.08%, and the GEM Index rose 0.14%.
Major A-share indices had mixed ups and downs. As of the midday close, the Shanghai Index fell 0.12% to 3107.18 points, the Shenzhen Stock Exchange Index fell 0.08%, and the GEM Index rose 0.14%. More than 2,000 shares rose, and the two markets traded 441.4 billion yuan in half a day.
On the plateThe memory chip concept continues to rise. Western Test, Wanrun Technology, and Shanghai Beiling are expected to rise and stop. Goldman Sachs expects the global HBM market to grow at a compound annual growth rate of about 100% during the 2023-2026 period; the commercial aerospace sector will rise again, with Shaanxi Huada rising by more than 19%; Aerospace Chenguang, Shinkai, and Tianjian Technology will rise and stop; the photovoltaic sector is rising, leading the way in silicon. The State Council issued the “2024-2025 Energy Saving and Carbon Reduction Action Plan”. New production capacity; automotive services, semiconductors Sectors such as defense and military industry registered the highest gains. Real estate stocks declined, with Nanguo Real Estate falling nearly 6%, Chongqing Development falling more than 5%; the precious metals sector plummeted, Xiaocheng Technology fell more than 10%, Hunan gold fell more than 9%, and gold prices recently pulled back more than 100 US dollars; power stocks weakened, and Star Electric Power and Dalian Thermal Power fell to a standstill; and industrial metals, aquaculture, oil and gas sectors had the highest declines.
The memory chip concept continues to rise and fall, such as Western Test tests
The Western Test rose and stopped by 20CM; Wanrun Technology and Shanghai Beiling rose and stopped; Guoke rose slightly by more than 15%. Cisco Rui, Aerospace Smart Equipment, Fudan Microelectronics, and Tongyu Technology followed suit. According to the news, Goldman Sachs analysts released a report predicting that the global HBM (high-bandwidth memory chip) market will grow at a compound annual growth rate of about 100% during the 2023-2026 period and reach US$30 billion in 2026, up more than 30% from the March forecast.
The commercial aviation sector rose again, and Shaanxi Huada rose more than 19%
Shaanxi Huada rose more than 19%; Aerospace Chenguang, Shenkai shares, and Tianjian Technology rose or stopped; Tianyin Electromechanical rose more than 11%; Jiayuan Technology, Aerospace Micro, Aerospace Huanyu, and Gaohua Technology had the highest gains. According to the news, at around 4 p.m. on May 29, a maritime satellite launch mission was carried out off the coast of Rizhao; Guodian Hi-Tech will launch the Apocalypse constellation “Four Stars with One Arrow” (Stars 25-28) on the offshore launch platform through the Celestial Star 1 rocket powered by Galaxy.
The photovoltaic sector is leading in the direction of higher silicon
Haiyuan Composites continued to rise and fall, Shenhua Holdings rose and stopped. Hengguang Co., Ltd., Yingli shares, and Yuxing shares all rose by more than 10%, while Guolin Technology, Hope Co., Silicon Bao Technology, and Shunluo Electronics followed suit. According to the news, the Silicon Industry Branch published an article stating that as of this week, there are a total of 17 domestic polysilicon manufacturers, all of which have maintenance actions or maintenance plans. According to statistics, at least 9 companies began maintenance or parking in May, which had a certain impact on production. Furthermore, the State Council issued the “2024-2025 Energy Conservation and Carbon Reduction Action Plan”, which is mentioned in the key tasks to rationally allocate additional production capacity in silicon, lithium, magnesium and other industries.
Real estate stocks declined, and Nanguo Real Estate fell nearly 6%
Nanguo Real Estate fell nearly 6%, Chongqing Development fell more than 5%. Tiandi Yuan, Rongsheng Development, Jindi Group, Jingneng Real Estate, and Vanke A had the highest declines.
Electricity stocks generally fell, Star Electric Power and others fell to a standstill
Star Electric Power, Dalian Thermal Power, and Huitian Thermal Power fell to a standstill. Leshan Electric Power fell more than 8%, Jiuzhou Group and Xichang Electric Power fell nearly 8%, and Meiyan Jixiang, Xinneng Technology, and Chendian International followed suit.
