每经讯，2025年10月15日，北交所上市公司科润智控（920062，收盘价：12.48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20.68%，成交数量2757.75万股，成交金额3.34亿元。买一席位为东北证券股份有限公司佛山分公司，买入 1546.97万元；卖一席位为华福证券有限责任公司永安永乐路证券营业部，卖出6140.31万元。 | | 2025-10-15科润智控（920062） | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额 | 卖出金额 | | | | (元) | (元) | | नेट ग | 东北证券股份有限公司佛山分公司 | 15469735.02 | 0 | | 买2 | 国海证券股份有限公司南宁飞云路营业部 | 9894320.49 | O | | 买3 | 华泰证券股份有限公司深圳益田路荣超商务中心证券营业 部 | 7351987.32 | 18205 | | 买4 | 国信证券股份有限公司深圳红岭中路证券营业部 | 5876601.12 | 2577694.1 | | ન્નેર | 平安证券股份有限公 ...

Investment Rating - The report indicates a positive outlook for the energy storage industry, particularly focusing on lithium-ion battery technologies and their advancements [1][2]. Core Insights - The research highlights significant progress in solid-state lithium batteries, particularly in solid-solid interface contact, which is crucial for their engineering applications [6][7]. - The electrochemical energy storage sector is experiencing rapid growth, with a notable increase in installed capacity and technological diversification [10][11]. - As of June 2025, the total operational energy storage capacity reached 75.79 GW/175.12 GWh, with lithium-ion batteries dominating the market [25][36]. Summary by Sections 1. Rapid Development of Electrochemical Energy Storage Technologies - The report emphasizes the advancements in solid-state lithium batteries, which are seen as the next generation of energy storage devices due to their high safety and energy density [6][7]. - The energy storage technology landscape is diversifying, with lithium-ion batteries maintaining a dominant position, accounting for 97.34% of the total operational energy storage capacity as of June 2025 [36][19]. 2. Market Performance of North Exchange Technology Growth Stocks - The median price change for North Exchange technology growth stocks was +0.11% from October 9 to October 10, 2025, with 80 companies (52%) experiencing an increase [42][44]. - Notable performers included Changfu Co., Ltd. (+29.89%) and Lingge Technology (+29.82%) [45]. 3. Industry Valuation Metrics - The median TTM price-to-earnings ratio for the new energy industry increased by 1.70% to 38.7X, indicating a positive valuation trend [46]. - The electronic equipment sector's median TTM P/E ratio rose from 57.8X to 58.6X, reflecting a stable market environment [46]. 4. Company Announcements - Tianhong Lithium Battery and Shaanxi Hongda Electric Power Engineering Co., Ltd. plan to jointly establish a holding subsidiary with a registered capital of RMB 50 million [4]. 5. Energy Storage Industry Overview - The report identifies 24 companies within the energy storage industry chain on the North Exchange, categorized into upstream (materials & production equipment), midstream (manufacturing & integration), and downstream (systems & operations) sectors [37][39]. - The report notes that large-scale energy storage projects (over 100 MW) are becoming increasingly prevalent, with a significant portion of new installations focusing on independent energy storage systems [33][30].