A股光伏设备板块走高，TCL中环直线拉升触达涨停，清源股份涨超6%，欧晶科技、国晟科技、晶盛机电、金博股份等个股跟涨。

BYD Chairman Wang Chuanfu said second-generation blade batteries and flash-charging technology have resolved a major EV pain point and drawn strong domestic and international praise, but current battery capacity is still insufficient. Capacity is ramping by roughly 20,000-30,000 incremental units per month, he said, and the company is working around the clock to meet demand. Wang warned that vehicle sales this year will be determined by battery production. BYD will concentrate resources on its battery division to fully exploit blade-battery capacity and expects higher output later this year, with materially larger volumes next year once the ramp is complete and both domestic and international markets can be served.

By midday Shanghai Composite rose 0.51%, Shenzhen Composite 1.25% and ChiNext 1.91%. Semiconductors led gains; several chip-related names hit daily limits, and MLCC stocks rebounded with multiple limit-ups. PCB names outperformed, with some stocks at limit-up and international composite materials jumping over 13%. Other strong segments included memory chips, advanced packaging, lithography resist, CPO, OLED and liquid-cooling. Lagging sectors included coal, oilfield services & engineering, tax-refund retail, sports, baijiu, property developers and shipping/ports. Turnover on the Shanghai and Shenzhen markets was about 1.61 trillion yuan at mid-session, down roughly 159.5 billion yuan from yesterday; about 2,500 stocks advanced and 2,900 declined.