Core Viewpoint - The battery sector has emerged as the leading performer in the A-share market for September 2025, with a monthly increase of 28.12%, driven by the growth of the electric vehicle market and supportive government policies for clean energy [3][4][10]. Industry Performance - The top five performing sectors in September 2025, according to Wind data, are: 1. Battery: 28.12% 2. Home Appliance Components: 20.78% 3. Electric Motors: 19.12% 4. Precious Metals: 18.93% 5. Photovoltaic Equipment: 18.26% [3][10]. Company Performance - Within the battery sector, 20 companies saw monthly increases exceeding 30%, with 10 companies surpassing 40%. Leading companies include: - Xian Dao Intelligent: 77.81% - Tian Ci Materials: 74.76% - Tian Hong Lithium Battery: 71.55% [6][7]. - Tian Ci Materials has been focusing on lithium battery electrolyte business and has diversified into lithium iron phosphate cathode materials and battery material recycling [7][8]. - Xian Dao Intelligent operates in lithium battery intelligent equipment and photovoltaic intelligent equipment, being a global leader in new energy intelligent manufacturing solutions [7][8]. Financial Performance - Financial data for key companies from 2022 to 2024 shows: - Tian Ci Materials: Revenue of 22.317 billion, 15.405 billion, and 12.518 billion; Net profit of 5.714 billion, 1.891 billion, and 484 million [7][8]. - Xian Dao Intelligent: Revenue of 13.932 billion, 16.628 billion, and 11.855 billion; Net profit of 2.318 billion, 1.775 billion, and 286 million [7][8]. - Tian Hong Lithium Battery: Revenue of 354 million, 287 million, and 394 million; Net profit declining from 32 million to 7 million [8]. Cash Flow and R&D Investment - Operating cash flow from 2022 to 2024: - Tian Ci Materials: 4.164 billion, 2.274 billion, and 882 million - Xian Dao Intelligent: 1.691 billion, -863 million, and -1.567 billion - Tian Hong Lithium Battery: -28.947 million, 8.118 million, and 49.087 million [8][9]. - R&D expenditures from 2022 to 2024: - Tian Ci Materials: 894 million, 646 million, and 668 million - Xian Dao Intelligent: 1.348 billion, 1.676 billion, and 1.671 billion - Tian Hong Lithium Battery: in the millions [9]. Market Outlook - The battery sector is expected to maintain its growth trajectory due to the ongoing global energy transition and the increasing adoption of electric vehicles. However, fluctuations in raw material prices and technological advancements may impact the industry [3][10].

证券时报·数据宝统计显示，今日可交易北交所个股中，收盘股价上涨的有166只，占可交易个股的 60.14%，收盘涨幅居前的有国源科技、灵鸽科技、力王股份，分别上涨14.41%、14.39%、9.23%。收盘 股价下跌的有106只，跌幅居前的有*ST云创、恒合股份、佳合科技等，分别下跌5.65%、5.61%、 5.12%。 成交方面，全天成交额超亿元的股票共有38只，成交额居前的北交所股票有锦华新材、贝特瑞、天宏锂 电等，成交额分别为9.00亿元、5.34亿元、4.70亿元。 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9只，其中，2股换手率超20%，换手 率在5%~10%之间的有34只，换手率在1%~5%之间的有217只。全天换手率居前的股票有锦华新材、世 昌股份、天宏锂电等，换手率分别为53.44%、22.04%、19.38%。（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） | | --- | --- | --- | --- | --- | --- | | 920015 | 锦华新材 | 53.00 | -3.5 ...

Summary of Key Points Core Viewpoint The trading volume and turnover of stocks on the Beijing Stock Exchange (BSE) experienced a significant decline on September 22, with a total trading volume of 925 million shares and a turnover of 21.217 billion yuan, a decrease of 4.717 billion yuan compared to the previous trading day. Despite this, 71 stocks closed higher, indicating some resilience in specific sectors [1]. Trading Performance - The total trading volume on the BSE was 925 million shares, with a turnover of 21.217 billion yuan, down by 4.717 billion yuan from the previous day [1]. - Among the traded stocks, 71 stocks saw an increase in closing price, accounting for 25.91% of the total tradable stocks [1]. - The top gainers included Zhixin Electronics, Hongxi Technology, and Shuguang Digital Innovation, with increases of 12.64%, 11.74%, and 9.90% respectively [1]. - Conversely, 202 stocks experienced a decline, with the largest drop seen in Shichang Co., Tianhong Lithium, and Huaguang Yuanhai, which fell by 15.06%, 7.99%, and 7.83% respectively [1]. Stock Activity - A total of 54 stocks had a turnover exceeding 100 million yuan, with Shuguang Digital Innovation, Tianma New Materials, and Kaiter Co. leading with turnovers of 582 million yuan, 550 million yuan, and 505 million yuan respectively [1]. - In terms of trading activity, 21 stocks had a turnover rate exceeding 10%, with 4 stocks exceeding 20% [1]. - The stocks with the highest turnover rates included Shichang Co. at 52.17%, Zhixin Electronics at 25.83%, and Sanwei Equipment at 24.01% [1].

Group 1 - The stock of Tianhong Lithium Battery (873152) increased by 1.37% with a turnover rate of 22.67% and a trading volume of 562 million yuan, showing a fluctuation of 10.60% [1] - Institutional investors net sold 4.0124 million yuan, while the total net selling by brokerage seats reached 26.8488 million yuan [1][2] - The stock has appeared on the Dragon and Tiger list 8 times in the past six months, with an average price increase of 2.45% the day after being listed and an average increase of 1.98% over the following five days [3] Group 2 - The top five brokerage seats accounted for a total transaction volume of 105 million yuan, with buying amounting to 36.983 million yuan and selling amounting to 67.8442 million yuan, resulting in a net selling of 30.8611 million yuan [2] - Specific brokerage activities included one institutional seat that bought 7.5371 million yuan and sold 11.5494 million yuan, leading to a net sell of 4.0124 million yuan [2][3]

证券代码：873152 证券简称：天宏锂电 公告编号：2025-102 浙江天宏锂电股份有限公司 关于拟变更公司经营范围并修订《公司章程》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、修订内容 根据《公司法》及《北京证券交易所股票上市规则》等相关规定，公司拟修 订《公司章程》的部分条款，修订对照如下： | 原规定 | 修订后 | | --- | --- | | 第十五条 公司的经营范围是：一般项 | 第十五条 公司的经营范围是：一般项 | | 目：电池制造；电池销售；工程和技术 | 目：电池制造；电池销售；工程和技术 | | 研究和试验发展；助动自行车、代步车 | 研究和试验发展；助动自行车、代步车 | | 及零配件销售；照明器具销售；灯具销 | 及零配件销售；照明器具销售；灯具销 | | 售；变压器、整流器和电感器制造；电 | 售；变压器、整流器和电感器制造；电 | | 子元器件与机电组件设备销售；货物进 | 子元器件与机电组件设备销售；货物进 | | 出口；技术进出口；新兴能源技术研发； ...

证券代码：873152 证券简称：天宏锂电 公告编号：2025-101 浙江天宏锂电股份有限公司 关于召开 2025 年第四次临时股东会通知公告（提供网络投票） 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、会议召开基本情况 （一）股东会届次 本次会议为 2025 年第四次临时股东会。 （二）召集人 公司同一股东只能选择现场、网络投票中的一种。同一表决权出现重复表 决的以第一次投票结果为准。 本次股东会的召集人为董事会。 2025 年 9 月 17 日，公司召开第三届董事会第十一次会议，审议通过了《关 于提请召开公司 2025 年第四次临时股东会的议案》。 （三）会议召开的合法合规性 本次会议的召集、召开、议案审议程序符合有关法律、行政法规、部门规章、 规范性文件和《公司章程》的规定，无需其他相关部门批准或履行其他程序。 （四）会议召开方式 本次会议采用现场投票和网络投票相结合方式召开。 （五）会议召开日期和时间 1、现场会议召开时间：2025 年 10 月 15 日 15：00。 2、网络投票起 ...

证券代码：873152 证券简称：天宏锂电 公告编号：2025-100 浙江天宏锂电股份有限公司 第三届董事会第十一次会议决议公告 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 9 月 17 日 2.会议召开地点：公司会议室 3.会议召开方式：现场 5.会议主持人：董事长都伟云先生 6.会议列席人员：公司高级管理人员 7.召开情况合法、合规、合章程性说明： 本次会议的召集、召开、议案审议程序符合有关法律、行政法规、部门规章、 规范性文件和《公司章程》的规定。 （二）会议出席情况 会议应出席董事 8 人，出席和授权出席董事 8 人。 二、议案审议情况 4.发出董事会会议通知的时间和方式：2025 年 9 月 14 日以书面、通讯方式 发出 （一）审议通过《关于确认公司第三届董事会审计委员会成员的议案》 1.议案内容： 根据相关法律法规、规范性文件的有关规定，结合公司实际情况，公司不再 设置监事会，监事会的职权由董事会审计委员会行 ...

Group 1 - Tianhong Lithium Battery (873152) was listed on the Beijing Stock Exchange and reached a turnover rate of 22.67% on September 19, 2025, with a trading volume of 15.47 million shares and a transaction amount of 562 million yuan [1][2] - The top buying seat was from Dongfang Caifu Securities Co., Ltd. Lhasa Tuanjie Road First Securities Business Department, with a purchase amount of 7.67 million yuan, while the top selling seat was from Dongfang Caifu Securities Co., Ltd. Lhasa Donghuan Road Second Securities Business Department, with a selling amount of 15.89 million yuan [1][2] Group 2 - The trading data indicates significant activity in Tianhong Lithium Battery's stock, with multiple securities firms involved in both buying and selling, highlighting investor interest and market dynamics [2]

Group 1 - Tianhong Lithium Battery (873152) experienced a price increase of 3.82% with a trading volume turnover rate of 24.72% and a total transaction amount of 584 million yuan, showing a price fluctuation of 19.97% throughout the day [1] - The stock was listed on the daily trading list due to its turnover rate reaching 24.72%, with a net selling amount of 16.21 million yuan from brokerage seats [2] - In the past six months, the stock has appeared on the trading list seven times, with an average price increase of 2.44% the day after being listed and an average increase of 0.99% over the following five days [3] Group 2 - The top five brokerage seats accounted for a total transaction amount of 87.42 million yuan, with a buying amount of 35.60 million yuan and a selling amount of 51.82 million yuan, resulting in a net selling of 16.21 million yuan [2][3] - The largest buying and selling brokerage seat was Dongfang Caifu Securities Co., Ltd. Lhasa Tuanjie Road First Securities Office, with a buying amount of 7.80 million yuan and a selling amount of 10.06 million yuan [3]

（记者 张喜威） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 每经讯，2025年9月17日，北交所上市公司天宏锂电（873152，收盘价：34.25元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到24.72%，成交数量1686.77万股，成交金额5.84亿元。买一席位为东方财富证券股份有限公司拉萨团结路第一 证券营业部，买入780.15万元；卖一席位为东方财富证券股份有限公司拉萨团结路第一证券营业部，卖出1005.85万元。 ...