中原证券指出，结合国内外行业动态、细分领域价格走势、月度销量及行业发展趋势，行业景气度总体 持续向上，短期重点关注上游原材料价格走势、月度销量、国内外贸易政策相关表述及固态电池相关进 展。考虑行业相关政策表述、原材料价格走势、板块业绩情况、目前市场估值水平及行业未来增长预 期，短期建议关注板块投资机会，同时密切关注指数走势及市场风格。中长期而言，国内外新能源汽车 行业发展前景确定，板块值得重点关注，同时预计个股业绩和走势也将出现分化，建议持续重点围绕细 分领域龙头布局。 东莞证券指出，固态电池产业化持续推进，为产业链的材料体系和设备环节带来迭代升级的结构性增量 需求。建议关注电池和材料环节基本面改善的头部公司，在固态电解质、新型正负极、单壁碳纳米管、 复合集流体等材料环节拥有技术和产能先发优势的公司，在固态电池核心工艺设备环节积极布局的锂电 设备公司。 锂电池板块今日走高，先导智能、杭可科技20%涨停，德瑞锂电涨超19%，贝特瑞、中科电气涨超 13%。 ...

Market Performance - The solid-state battery sector in the A-share market experienced a significant surge, with companies like XianDao Intelligent, Hangke Technology, and JieBang Technology hitting the 20% daily limit increase [1] - Other notable performers included HaiBo SiChuang nearing the limit, BeiTeRui rising by 17%, and NingDe Times increasing by over 11% [1] Company Financials - XianDao Intelligent reported a revenue of 6.61 billion yuan for the first half of 2025, marking a year-on-year growth of 14.92%, with a net profit of 740 million yuan, up 61.19% [1] - The operating cash flow for XianDao Intelligent reached 2.353 billion yuan, a substantial increase of 231.33% compared to the same period last year [1] - The lithium battery intelligent equipment segment generated 4.545 billion yuan in revenue, reflecting a year-on-year growth of 16.40% [1] Business Segments - Non-lithium business, particularly in photovoltaic intelligent equipment, achieved a revenue of 531 million yuan, up 32.04%, with its revenue share increasing to 8.04% [1] - XianDao Intelligent's overseas business continued to grow, with revenue reaching 1.154 billion yuan, a year-on-year increase of 5.42%, and a gross margin improvement to 40.27% [1] Stock Performance - XianDao Intelligent's stock rose by 20.01%, with a total market capitalization of 55.6 billion yuan and a year-to-date increase of 77.80% [2] - Other companies in the sector also saw significant stock price increases, with Hangke Technology and JieBang Technology both rising by 20% [2]

Group 1 - The smart electric vehicle ETF (516380) has seen a significant price increase, with a rise of over 4.7% during trading, currently up 3.67% [1] - Key component stocks such as XianDao Intelligent and Guoxuan High-Tech have reached their daily price limits, while other stocks like BETTERI and CATL have also shown substantial gains [1] - XianDao Intelligent reported impressive Q2 results with revenue of 3.512 billion yuan, a year-on-year increase of 43.86%, and a net profit of 375 million yuan, up 456.29% year-on-year [3] Group 2 - The lithium battery business is the main revenue source for XianDao Intelligent, with an improving order trend as domestic manufacturers expand production and battery capacity in Europe and Southeast Asia comes online [3] - The demand for new energy vehicles is projected to grow, with a report indicating that sales in China's new energy vehicle market will reach 1.262 million units in July 2025, a year-on-year increase of 27.3% [3] - The solid-state battery industry is accelerating, with significant technological advancements and commercialization progress, indicating a potential demand explosion in emerging fields such as eVTOL and humanoid robots [4] Group 3 - The automotive sector is expected to see a comprehensive valuation increase as the smart and connected vehicle segment expands, with higher penetration rates of advanced driving features into the mid-to-low-end market [4] - The integration of AI in the automotive industry is anticipated to further expand the scale of related industries, leading to rapid growth in earnings per share (EPS) for relevant sectors and stocks [4] - The smart electric vehicle ETF focuses on leading companies in both electrification and automotive intelligence, covering key sectors such as smart cockpit, intelligent driving, cameras, and automotive electronics [5]

Market Overview - As of the latest closing, the Shanghai Composite Index stands at 3849.76 points, above the five-day moving average, with a slight increase of 0.16% [1] - The total trading volume of A-shares reached 1,875.177 billion yuan [1] Stocks Performance - A total of 533 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Hangke Technology (乖离率 15.30%) with a price increase of 20.00% [2] - Dia Shares (乖离率 13.58%) with a price increase of 19.99% [2] - Better Ray (乖离率 12.53%) with a price increase of 17.02% [2] - Other stocks with smaller deviation rates include: - Weibo Hydraulic, Nossger, and Huayuan Shares, which have just crossed the five-day moving average [1] ETF and Fund Insights - The Hang Seng Medical ETF, tracking the Hang Seng Hong Kong-listed Biotechnology Index, has seen a decline of 2.16% over the past five days, with a net outflow of 67.45 million yuan [5]

Group 1 - The solid-state battery concept stocks experienced significant fluctuations, with Jieban Technology reaching a new high during the trading session [1] - Hangke Technology saw an increase of over 15%, while XianDao Intelligent, Zhongyi Technology, and BetterRay rose by more than 10% [1] - Other companies such as Mengguli, Changyang Technology, Putailai, Yinghe Technology, and Xianhui Technology also showed upward trends [1] Group 2 - In the related ETF market, the Lithium Battery ETF (561160) increased by 1.02% with a trading volume of 11.4832 million yuan [1] - The Battery 50 ETF (159796) rose by 0.72%, with a trading volume of 22.6899 million yuan [1]

Core Viewpoint - The company, BetterRay, reported a revenue of 7.838 billion yuan for the first half of 2025, marking an 11.36% year-on-year increase, with a net profit attributable to shareholders of 479 million yuan [1][2]. Group 1: Financial Performance - BetterRay's total assets reached approximately 34.96 billion yuan, a 4.84% increase from the previous year [2]. - The net assets attributable to shareholders slightly decreased by 0.42% to approximately 12.18 billion yuan [2]. - The company's net profit attributable to shareholders decreased by 7.88% compared to the previous year [2]. Group 2: Product Performance - BetterRay maintained its leading position in the industry with a negative electrode material shipment of over 260,000 tons, a year-on-year increase of 32.83% [3]. - The shipment of artificial graphite materials exceeded 220,000 tons, reflecting a significant growth of 46.23% [3]. Group 3: Technological Innovation and Market Strategy - The company is focusing on technological innovation and global expansion to strengthen its competitive edge in the lithium battery materials sector [1]. - BetterRay has made significant advancements in solid-state battery materials, including the development of the first lithium-carbon composite anode compatible with solid-state batteries [3]. - The company is transitioning from a single battery material supplier to a comprehensive battery material solution provider, launching multiple new battery material solutions this year [4]. Group 4: Global Expansion - BetterRay is actively advancing its overseas market layout, with the first phase of its 80,000-ton anode material project in Indonesia already in production since 2024 [4]. - The construction of the Morocco factory for both positive and negative electrode materials is also progressing steadily [4].

证券代码：835185 证券简称：贝特瑞 公告编号：2025-043 贝特瑞新材料集团股份有限公司 第六届监事会第十九次会议决议公告 本公司及监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、会议召开和出席情况 2.会议召开地点：公司会议室 3.会议召开方式：现场与通讯方式相结合 4.发出监事会会议通知的时间和方式：2025 年 8 月 16 日以书面、邮件方式 发出 5.会议主持人：监事会主席孔东亮先生 6.召开情况合法、合规、合章程性说明： 本次会议的召集、召开、议案审议程序等方面符合《公司法》和《公司章程》 的规定。 （二）会议出席情况 会议应出席监事 3 人，出席和授权出席监事 3 人。 监事鞠彤欣因工作原因以通讯方式参与表决。 二、议案审议情况 （一）会议召开情况 1.会议召开时间：2025 年 8 月 27 日 （一）审议通过《2025 年半年度报告及摘要》 1.议案内容： 2.议案表决结果：同意 3 票；反对 0 票；弃权 0 票。 3.回避表决情况 不涉及需回避表决的情况。 公司第六届监事会第 ...

贝特瑞新材料集团股份有限公司 第六届董事会第二十九次会议决议公告 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、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 8 月 27 日 2.会议召开地点：公司会议室 3.会议召开方式：现场与通讯方式相结合 证券代码：835185 证券简称：贝特瑞 公告编号：2025-042 4.发出董事会会议通知的时间和方式：2025 年 8 月 16 日以书面、邮件方式 发出 5.会议主持人：董事长贺雪琴先生 6.会议列席人员：全部监事、部分高级管理人员 7.召开情况合法、合规、合章程性说明： 本次会议的召集、召开、议案审议程序等方面符合《公司法》和《公司章程》 的规定。 （二）会议出席情况 会议应出席董事 9 人，出席和授权出席董事 9 人。 董事刘仕洪因工作原因以通讯方式参与表决。 二、议案审议情况 （一）审议通过《2025 年半年度报告及摘要》 1.议案内容： 根据《公司法》《北京证券交易所股票上市规则》《公司章程》等有关规定， 公司编制了 ...

Core Insights - Chuangneng New Energy and Betterray signed a strategic cooperation agreement focusing on negative materials for batteries, aiming to enhance the supply chain and innovation capabilities in the energy sector [2] Group 1: Strategic Cooperation - The agreement emphasizes collaboration on long-life artificial graphite, high-performance silicon-carbon anodes, sodium battery core materials, and next-generation solid-state battery materials [2] - The partnership aims to create a comprehensive innovation model that integrates basic materials, cell technology, and application scenarios to promote sustainable development in the new energy industry [2] Group 2: Supply Chain Development - Chuangneng has been building a lithium battery core supply ecosystem with leading upstream companies to enhance supply chain synergy and innovation capabilities [2] - The company plans to collaborate with more supply chain partners to drive industry innovation and explore new paradigms of industrial cooperation [2]

截至8月27日，北交所融资融券余额合计74.73亿元，较前一交易日增加9349.21万元，其中，融资余额 74.72亿元，较前一交易日增加9336.67万元，为连续3个交易日增加；融券余额为59.39万元，较前一交 易日增加12.54万元。 证券时报·数据宝统计显示，截至8月27日，北交所股票中，融资余额居前的为锦波生物、曙光数创、艾 融软件，最新融资余额分别为3.32亿元、2.29亿元、1.79亿元，从最新融资余额占流通市值比例看，算 术平均值为1.33%，最新融资余额占流通市值比例居前的有民士达、万源通、德众汽车等，占比分别为 4.57%、4.02%、3.79%。 北交所股票中，8月27日共有152只股获融资净买入，净买入金额在500万元以上的有14只，曙光数创融 资净买入额居首，当日净买入1627.02万元，其次是聚星科技、恒拓开源，融资净买入金额分别为828.46 万元、793.52万元，融资净买入金额居前的还有贝特瑞、邦德股份、能之光等。融资净卖出金额居前的 股票为鼎智科技、五新隧装、开特股份等，融资净卖出金额分别为1133.11万元、829.48万元、534.55万 元。 分行业统计，获融资净买入 ...