| 831152 | 昆工科技 | 22.59 | 4.97 | 8.67 | 15869.56 | | --- | --- | --- | --- | --- | --- | | 920489 | 佳先股份 | 23.25 | 3.66 | 7.99 | 15759.30 | | 871478 | 巨能股份 | 33.48 | 6.96 | 20.67 | 15596.79 | | 832089 | 禾昌聚合 | 19.17 | 3.45 | 8.72 | 15527.34 | | 832876 | 慧为智能 | 34.81 | 8.11 | 11.90 | 15511.46 | | 920106 | 林泰新材 | 97.30 | 3.51 | 5.40 | 15253.84 | | 920116 | 星图测控 | 71.10 | 2.75 | 5.33 | 15220.02 | | 920002 | 万达轴承 | 125.10 | 2.06 | 3.77 | 14987.05 | | 838402 | 硅烷科技 | 12.33 | 6.48 | 2.94 | 14978.48 | | 871634 | 新 ...

Core Viewpoint - The A-share market experienced a significant upward trend on September 5, with the ChiNext Index leading the gains and the Shanghai Composite Index surpassing 3,800 points [1] Market Performance - The solid-state battery concept stocks saw a collective surge, with multiple stocks such as Jinyinhai, Yuchan Intelligent, Tianhua New Energy, Xian Dao Intelligent, and Liyuanheng hitting the 20% daily limit up [1] - Other stocks like Better Ray, Yiwei Lithium Energy, Xinwangda, Honggong Technology, and Haibo Sichuang rose over 10%, indicating strong investor interest in this sector [1] Industry Developments - The China Automotive Engineering Society is set to hold a review meeting for 10 solid-state battery group standards on September 10-11, 2025, in Beijing, which includes the assembly methods for solid-state battery materials [1] - Additionally, the initiation meeting for five standard projects, including the evaluation method for hydrogen sulfide generation in sulfide all-solid-state batteries, will also take place [1]

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 9月5日，新能源板块爆发，动力电池、锂电池、固态电池、储能、光伏等概念集体暴涨。截至 13:19，新能源车ETF（515030）涨幅5.18%，持仓股天华新能涨超16%，厦钨新能、贝特瑞、先导智能 涨超15%，杭可科技、天赐材料跟涨，恩捷股份、多氟多、璞泰来等涨停。 消息面上，9月4日，《电子信息制造业2025—2026年稳增长行动方案》（下称《方案》）印发。在 优化产业布局，改善产业结构方面，《方案》提出，在破除"内卷式"竞争中实现光伏等领域高质量发 展，依法治理光伏等产品低价竞争。引导地方有序布局光伏、锂电池产业，指导地方梳理产能情况。 中原证券表示，四季度建议重点关注三条投资主线：一是伴随"反内卷"推进和系列政策持续实施， 总体有利于细分领域行业龙头，积极关注产业链细分领域龙头企业。二是长期注重研发投入、市场占比 ...

9月4日，北交所个股合计成交量16.70亿股，成交额379.74亿元，成交额相对上一交易日增加59.49亿 元，个股来看，收盘上涨的共191只。 | 836395 | 朗鸿科技 | 15.45 | 2.18 | 4.03 | 6443.47 | | --- | --- | --- | --- | --- | --- | | 831689 | 克莱特 | 40.05 | 0.07 | 4.05 | 6217.53 | | 920008 | 成电光信 | 33.78 | -2.31 | 5.40 | 6143.24 | | 838924 | 广脉科技 | 27.81 | 0.43 | 3.56 | 6115.37 | | 831856 | 浩淼科技 | 21.62 | 2.08 | 5.33 | 6098.52 | | 831370 | 新安洁 | 4.98 | 2.47 | 4.70 | 6068.91 | | 832566 | 梓橦宫 | 13.53 | 1.81 | 3.99 | 6046.36 | | 833030 | 立方控股 | 29.98 | 1.22 | 3.53 | 6003.07 | | 83 ...

活跃度来看，获融资净买入超百万元个股9月3日加权平均换手率为6.50%，换手率居前的有舜宇精工、 荣亿精密、无锡晶海等，日换手率分别为35.14%、32.76%、22.11%，当日北交所股票日均换手率为 5.51%。（数据宝） 9月3日融资余额增加居前的北交所股票 截至9月3日，北交所融资融券余额合计73.51亿元，较前一交易日增加1949.97万元，其中，融资余额 73.50亿元，较前一交易日增加1943.33万元，融券余额为57.70万元，较前一交易日增加6.64万元。 证券时报·数据宝统计显示，截至9月3日，北交所股票中，融资余额居前的为锦波生物、贝特瑞、曙光 数创，最新融资余额分别为3.22亿元、2.63亿元、2.36亿元，从最新融资余额占流通市值比例看，算术 平均值为1.28%，最新融资余额占流通市值比例居前的有民士达、万源通、交大铁发等，占比分别为 4.05%、4.00%、3.93%。 北交所股票中，9月3日共有124只股获融资净买入，净买入金额在百万元以上的有45只，贝特瑞融资净 买入额居首，当日净买入2695.01万元，其次是鼎智科技、远航精密，融资净买入金额分别为1092.91万 元、704 ...

上半年，北交所市值前50名的公司共计实现营业收入374.74亿元，同比增长6.97%；实现归母净利润 32.14亿元，同比增长2.66%，其营业收入和净利润分别占所有北交所上市公司的40.70%和54.39%，成为 市场稳定的"压舱石"。 【深圳商报讯】（记者陈燕青）根据Wind统计，274家北交所公司上半年营收同比增长逾6%，好于A股 整体水平。上半年共有贝特瑞、开发科技等7家公司净利润超过1亿元。 分季度来看，北交所上市公司第二季度经营呈现回暖迹象，共计实现营业收入505.47亿元，环比增长 21.75%，归母净利润31.33亿元，环比增长12.88%。 超过20家北交所公司拟中期分红。作为北交所第一大市值公司，锦波生物上半年实现营业收入8.59亿 元，同比增长42.43%；归母净利润为3.92亿元，同比增长26.65%。锦波生物还推出了中期分红，拟每10 股派现10元（含税），预计总分红金额为1.15亿元。 展望北交所后市，开源证券北交所研究中心总经理诸海滨表示，中报后建议关注科技成长+自主可控 +反内卷+军工+一贯强调的北交所稀缺性和专精特新小巨人所代表的新质生产力公司。部分稀缺性不 强、但高估值且业 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, indicating a positive outlook for investment [5][8]. Core Views - The company is a leader in battery materials solutions, focusing on lithium battery anode, cathode, and new material research and production. It aims to build an industrial ecosystem through mergers and acquisitions, overseas base construction, and global layout [5][10]. - The company has launched a series of solid-state battery materials, including semi-solid and all-solid high-nickel cathodes, silicon-based anodes, and solid electrolytes, to fully develop solid-state battery solutions [5][10]. Summary by Sections 1. Industry Overview - The lithium-ion battery anode and cathode materials industry is experiencing rapid growth, with China's lithium battery shipments expected to increase by 33% year-on-year in 2024, driven by the fast development of new energy vehicles and energy storage markets [15][20]. - The global anode material capacity is projected to grow from 81,100 tons per year in 2020 to 354,600 tons per year in 2024, a total increase of 337%, with major production concentrated in China [25][26]. 2. Company Focus and Financials - The company specializes in lithium-ion battery anode and cathode materials, with a revenue of 14.24 billion yuan and a net profit of 930 million yuan expected in 2024. The gross margins for anode and cathode materials are projected to be 27.76% and 7.88%, respectively [6][40][63]. - The company has established a comprehensive product matrix covering natural graphite anodes, artificial graphite anodes, silicon-based anodes, and high-nickel ternary cathodes, serving major clients like Panasonic, Samsung SDI, and CATL [40][65]. 3. Market Competition and Future Prospects - The company holds over 20% market share in the anode materials sector, ranking first in China from 2018 to 2024. It has also obtained 442 invention patents, indicating strong innovation capabilities [7][10]. - The company is focusing on breakthroughs in solid-state batteries, sodium-ion batteries, and dry electrode technologies, with solid-state battery penetration expected to reach 10% by 2030 [10][31].

股票活跃度来看，今日可交易的北交所个股中，换手率超10%的有60只，其中，15股换手率超20%，换 手率在5%~10%之间的有109只，换手率在1%~5%之间的有104只。全天换手率居前的股票有舜宇精工、 荣亿精密、吉冈精密等，换手率分别为48.82%、41.51%、39.76%。（数据宝） 北交所个股今日成交明细 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 换手率（%） | 成交额（万元） | | --- | --- | --- | --- | --- | --- | | 873223 | 荣亿精密 | 28.31 | 0.00 | 41.51 | 100168.90 | | 835185 | 贝特瑞 | 28.44 | 5.49 | 2.97 | 93239.27 | | 831906 | 舜宇精工 | 40.00 | 21.14 | 48.82 | 60357.78 | | 832522 | 纳科诺尔 | 62.77 | -2.67 | 6.90 | 57638.40 | | 836720 | 吉冈精密 | 20.35 | 20.06 | 39.76 | 55569.67 | | 873 ...

Investment Rating - The investment rating for the company is "Outperform" (maintained) [3] Core Views - The company achieved a revenue of 7.838 billion yuan in H1 2025, representing a year-on-year growth of 11.36%. However, the net profit attributable to shareholders decreased by 2.88% to 479 million yuan. The report maintains profit forecasts for 2025-2027, expecting net profits of 1.189 billion yuan, 1.671 billion yuan, and 2.002 billion yuan respectively, with corresponding EPS of 1.05 yuan, 1.48 yuan, and 1.78 yuan. The current stock price corresponds to P/E ratios of 25.6, 18.2, and 15.2 for the respective years [5][6] Financial Performance - In H1 2025, the company generated 6.279 billion yuan in revenue from anode materials, with sales exceeding 260,000 tons, a year-on-year increase of 32.83%. The gross margin for anode materials was 25.59%. Revenue from cathode materials was 1.418 billion yuan, with sales exceeding 10,000 tons, a year-on-year increase of 4.30%, and a gross margin of 11.70%, up by 5.72 percentage points [6][7] - The company has established anode material production capacity of 575,000 tons per year and cathode material production capacity of 73,000 tons per year. The overseas base in Indonesia has completed the first phase of an 80,000-ton anode material project, with the second phase under construction. Additionally, the company is advancing projects in Morocco for cathode and anode materials with capacities of 50,000 tons and 60,000 tons per year respectively [6][7] Product Development - The company has made breakthroughs in solid-state and semi-solid-state battery materials, developing the industry's first lithium-carbon composite anode material compatible with solid-state batteries, which has received technical recognition from customers. The sulfide solid electrolyte product has achieved a particle size below 500nm, meeting customer application requirements for ionic conductivity and cycle performance. The oxide electrolyte product has secured orders in the hundred-ton range, with matching cell installation capacity exceeding 1GWh [7] - The newly developed CVD silicon-carbon products have entered the pilot testing stage and have been recognized by several major global power customers, with mass production and shipment expected in 2025. The company has also launched a comprehensive solution for solid-state battery materials, introducing the "Beian FLEX series" semi-solid-state battery core materials and the "Beian GUARD series" solid-state battery core materials [7]

证券代码：835185 证券简称：贝特瑞 公告编号：2025-049 贝特瑞新材料集团股份有限公司 投资者关系活动记录表 2025 年上半年，得益于新能源汽车市场及储能市场的增长，锂电材料市场 出现快速增长。但受到行业产能结构性过剩、市场竞争激烈、产品销售价格下行 等多重因素影响，公司2025年上半年实现营业收入78.38亿元，同比增长11.36%， 实现归属于上市公司股东的净利润 4.79 亿元，同比下降 2.88%，其中，负极材 料实现营业收入 62.79 亿元，销量超过 26 万吨（同比增长 32.83%）；正极材料 实现收入 14.18 亿元，销量超过 1 万吨（同比增长 4.30%）。 公司 2025 年第二季度实现营业收入 44.46 亿元，环比增长 31.09%，实现归 属于上市公司股东的净利润 3.02 亿元，环比增长 71.19%。 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 ...