Group 1: Market Overview - In September, global asset prices experienced significant fluctuations, with notable volatility in A-shares, Hong Kong stocks, and U.S. markets, particularly in sectors like precious metals, semiconductors, and innovative pharmaceuticals [1][3] - The market showed a dual driving force of "technology growth" and "cyclical recovery," with structural growth highlights attracting capital despite a generally slowing macroeconomic environment [3][12] Group 2: Top Performing Sectors - Precious metals, particularly gold and silver, saw a substantial rise, with A-shares and Hong Kong stocks related to these commodities performing exceptionally well, driven by historical highs in international gold prices [3][4] - The battery supply chain, especially solid-state batteries and energy metals like lithium, cobalt, and nickel, gained attention due to increased demand and valuation recovery, reflecting optimism about long-term trends in energy storage [5][8] - The wind power sector experienced a turnaround, with significant growth in new installations and improved profitability expectations, marking a shift from revenue growth to profit recovery [9] - The semiconductor industry, particularly in AI-related technologies, saw a surge in demand, leading to substantial stock price increases for leading companies in this space [10][12] Group 3: Underperforming Sectors - The military industry, which had previously seen significant gains, faced a sharp decline in September, with many stocks experiencing over 40% pullbacks following the conclusion of major events [13][14] - Banking stocks, traditionally seen as stable investments, faced a collective downturn as funds shifted towards more popular sectors, with several banks experiencing declines of over 20% [15][17] - The food and beverage sector continued to struggle, with a notable drop in demand and performance, particularly in the liquor and snack segments, leading to significant underperformance compared to the broader market [19][25] Group 4: Technology Giants Performance - In the Hong Kong market, Alibaba and Tencent were standout performers, with Alibaba's stock rising by 53% and Tencent by 11.15%, reflecting strong market sentiment towards technology stocks [28][29] - In the U.S. market, September defied historical trends, with the S&P 500 and Nasdaq indices posting gains of 3.11% and 5.29%, respectively, driven by strong performances from tech giants like Nvidia, Apple, and Tesla [30][32] Group 5: Future Outlook - The overall market performance in September was influenced by global liquidity conditions and capital flows into emerging markets, suggesting a continuation of a "slow bull" market trend into October [33]

格隆汇9月30日丨宁德时代(03750.HK)宣布，公司将于2025年10月20日(星期一)举行董事会会议，藉以 (其中包括)考虑及批准公司及其附属公司截至2025年9月30日止九个月的第三季度业绩及其发布。 ...

格隆汇9月30日丨宁德时代(03750.HK)宣布，公司将于2025年10月20日(星期一)举行董事会会议，藉以 (其中包括)考虑及批准公司及其附属公司截至2025年9月30日止九个月的第三季度业绩及其发布。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Contemporary Amperex Technology Co., Limited 寧德時代新能源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：3750） 董事會會議召開日期 於本公告日期，董事會成員包括董事長兼執行董事曾毓群先生；執行董事潘健先 生、李平先生、周佳先生、歐陽楚英博士及趙豐剛先生；及獨立非執行董事吳育 輝博士、林小雄先生及趙蓓博士。 董事長、執行董事兼總經理 曾毓群先生 中國寧德，2025年9月30日 承董事會命 寧德時代新能源科技股份有限公司 寧德時代新能源科技股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本 公司將於2025年10月20日（星期一）舉行董事會會議，藉以（其中包括）考慮及批 准本公司及其附屬公司截至2025年9月30日止九個月之第三季度業績及其發佈。 ...

Core Insights - The article highlights the top and bottom AH share premium rates as of September 30, with Northeast Electric (00042) leading at 831.03% and Ningde Times (03750) at -15.74% [1][2] Group 1: Top AH Share Premium Rates - Northeast Electric (00042) has a premium rate of 831.03% with a deviation value of 23.88% [2] - Andeli Juice (02218) follows with a premium rate of 225.72% and a deviation value of -4.44% [2] - Zhejiang Shibao (01057) ranks third with a premium rate of 224.28% and a deviation value of 19.52% [2] Group 2: Bottom AH Share Premium Rates - Ningde Times (03750) has the lowest premium rate at -15.74% with a deviation value of -2.42% [2] - Heng Rui Medicine (01276) shows a premium rate of -3.49% and a deviation value of -2.73% [2] - China Merchants Bank (03968) has a premium rate of 3.79% with a deviation value of -2.91% [2] Group 3: Top Deviation Values - Changfei Optical Fiber (06869) leads with a deviation value of 46.77% and a premium rate of 161.18% [2] - Jihong Co., Ltd. (02603) has a deviation value of 28.09% with a premium rate of 47.76% [2] - Dazhong Public Utilities (01635) ranks third with a deviation value of 24.46% and a premium rate of 128.80% [2] Group 4: Bottom Deviation Values - Longyuan Power (00916) has the lowest deviation value at -26.30% with a premium rate of 152.23% [4] - Qin Port Co., Ltd. (03369) follows with a deviation value of -25.11% and a premium rate of 44.48% [4] - Hongye Futures (03678) shows a deviation value of -20.92% with a premium rate of 215.48% [4]

Power Industry - As of the end of August, the cumulative installed power generation capacity in China reached 3.69 billion kilowatts, a year-on-year increase of 18.0% [2] - Solar power generation capacity reached 1.12 billion kilowatts, growing by 48.5% year-on-year, while wind power capacity reached 580 million kilowatts, increasing by 22.1% [2] - The average utilization hours of power generation equipment from January to August were 2,105 hours, a decrease of 223 hours compared to the same period last year [2] Energy Equipment Development - The "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" was released, aiming for a self-controlled, high-end, intelligent, and green development of the energy equipment industry by 2030 [4] - The guidelines support the achievement of carbon peak and carbon neutrality goals, accelerating the new industrialization process [5] Renewable Energy Certificates - In August, 271 million green power certificates were issued, involving 306,500 renewable energy projects, with 152 million being tradable, accounting for 55.99% [8] - From January to August, a total of 1.878 billion green certificates were issued, with 1.277 billion being tradable [9] Hydropower - By the end of August, China's pumped storage power stations had a total installed capacity of 62.365 million kilowatts, achieving the "14th Five-Year Plan" target of 62 million kilowatts [6] - The continuous improvement in pumped storage capacity supports power supply and green transition [7] Carbon Market - As of the end of August, the national carbon emissions trading market recorded a cumulative transaction volume of nearly 700 million tons, with a transaction value of approximately 48 billion yuan [37] - The trading volume and value for 2024 have reached new highs since the market's launch in 2021, indicating significant progress in carbon market development [38] Energy Contracts - From January to August, China Power Construction Company signed 3,579 energy power projects with a total contract value of 516.24 billion yuan, a year-on-year increase of 14.3% [35] - Wind power contracts accounted for 811 projects worth 166.26 billion yuan, a significant increase of 61.27% year-on-year [35] Electric Vehicles - In August, the total import and export value of automotive goods was 25.81 billion USD, with exports increasing by 5.6% month-on-month and 13.2% year-on-year [43] - From January to August, 4.292 million vehicles were exported, a year-on-year increase of 13.7%, with new energy vehicle exports reaching 1.532 million, up 87.3% [43]

每经AI快讯，9月30日，港股锂电股继续走高，截至发稿，赣锋锂业(01772.HK)涨6.7%，报42.36港元； 天齐锂业(09696.HK)涨5.49%，报44.94港元；宁德时代(03750.HK)涨3.38%，报565.5港元；中创新航 (03931.HK)涨3.4%，报34.7港元。 ...

锂电股继续走高，截至发稿，赣锋锂业（002460）(01772)涨6.7%，报42.36港元；天齐锂业（002466） (09696)涨5.49%，报44.94港元；宁德时代（300750）(03750)涨3.38%，报565.5港元；中创新航(03931) 涨3.4%，报34.7港元。 而据央视财经报道，目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产状态，一 些订单已经排到明年年初。此外，根据《专项行动方案》提出的目标，到2027年，中国新型储能装机规 模将达到1.8亿千瓦以上，这将拉动新增项目投资约2500亿元。中信建投（601066）发布研报称，继续 看好储能、锂电板块景气度抬升。 消息面上，据智通财经报道，对于江西宜春8家涉锂矿山企业变更储量报告工作，记者从业内人士处获 悉：本周，国轩高科（002074）提交的矿种变更储量核实报告通过国家自然资源部审批，选矿试验和工 业论证、开采设计与生态修复方案一并获得通过。另据透露，与国轩高科一同提交报告并通过的企业还 有宁德时代。对于该消息，国轩高科方面表示属实，宁德时代方面未进行正面回应。根据宜春市自然资 源局7月发布的文件，矿企后续还需继续 ...

而据央视财经报道，目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产状态，一 些订单已经排到明年年初。此外，根据《专项行动方案》提出的目标，到2027年，中国新型储能装机规 模将达到1.8亿千瓦以上，这将拉动新增项目投资约2500亿元。中信建投发布研报称，继续看好储能、 锂电板块景气度抬升。 消息面上，据智通财经报道，对于江西宜春8家涉锂矿山企业变更储量报告工作，记者从业内人士处获 悉：本周，国轩高科提交的矿种变更储量核实报告通过国家自然资源部审批，选矿试验和工业论证、开 采设计与生态修复方案一并获得通过。另据透露，与国轩高科一同提交报告并通过的企业还有宁德时 代。对于该消息，国轩高科方面表示属实，宁德时代方面未进行正面回应。根据宜春市自然资源局7月 发布的文件，矿企后续还需继续完成办理采矿许可证矿种变更、矿业权出让收益征收、矿山储量动态管 理等相关工作。 智通财经APP获悉，锂电股继续走高，截至发稿，赣锋锂业(01772)涨6.7%，报42.36港元；天齐锂业 (09696)涨5.49%，报44.94港元；宁德时代(03750)涨3.38%，报565.5港元；中创新航(03931)涨3.4%， ...

在电池标准进展方面，中国电子技术标准化研究院副主任何鹏林在上述论坛期间表示，目前国内正推动构建钠电池标准化和政策体系的 建立。 今年以来，多家上市公司开展了钠离子电池的扩产、增资和投建计划。 截至9月29日收盘，钠离子电池指数（8841440.WI）收涨2.94%至3401.47。多氟多（002407.SZ）、振华新材（688707.SH）、维科技术 （600152.SH）、宁德时代（300750.SZ）、派能科技（688063.SH）、国轩高科（002074.SZ）等个股领涨。 "我国钠离子电池标准化工作稳步推进，目前已发布2项国家标准，另有11项国标及行标正在制订中。此外，我国牵头的4项钠电池国际 标准也正在起草过程中。"何鹏林表示。 9 月17日，宁德时代（03750.HK）在深交所投资者互动平台表示，公司计划于2026年实现钠离子电池批量供货。 有关钠电池的"热度"不止于二级市场。近日，北京中科海钠科技有限责任公司总经理李树军在"2025钠离子电池产业链与标准发展论 坛"期间表示，钠离子电池产业已进入从样品验证到商业化落地的关键阶段，预计2026年钠电池将进入规模应用阶段。 业内有声音称，未来2~3年 ...