具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | GX恆生高股息率(03110) | +0.22% | 2.09% | | 建业新生活(09983) | 0.00% | 2.35% | | 高鑫零售(06808) | 0.00% | 2.82% | | 中国移动(00941) | 0.00% | 13.86% | | 泰格医药(03347) | 0.00% | 49.85% | | 京基金融国际(01468) | 0.00% | 56.49% | | 天津创业环保股份(01065) | 0.00% | 64.71% | | 药明巨诺-B(02126) | 0.00% | 8.93% | | 中国前沿科技集团(01661) | 0.00% | 0.09% | | 珠光控股(01176) | 0.00% | 13.58% | | 建发物业(02156) | 0.00% | 0.21% | | 龙光集团(03380) | 0.00% | 7.92% | | 长城汽车(02333) | ...

目前锂电和储能行业的总体需求情况如何？ 锂电和储能行业的需求呈现出产销两旺的局面，量利双升。具体来看，电动车 方面，9 月份国内销量约为 96.7 万辆，同比增长 21%，环比增长 11%。1-9 月累计同比增长接近 40%。预计全年销量将达到 1,650 万辆，同比增长接近 30%。明年（2026 年）由于购置税补贴减半，我们对国内销量仍保持乐观， 预计增速在 10%左右。欧洲市场方面，9 月份主流国家销量为 31.3 万辆，同 比增速 35%，环比增速 70.6%。1-9 月累计同比增长 30%，全年预计 380- 400 万辆，同比增长至少 30%。明年（2026 年）新车型密集上市，我们预测 欧洲市场将继续保持 30%以上的增长。全球其他区域市场今年（2025 年）预 电动车 10 月报：动储产销两旺，量利双升，继续强推锂电 和储能 20251008 摘要 全球电动车销量上修，2025 年预计超 2,100 万辆，同比增长 24%； 2026 年预计 2,500 万辆，同比增长 17%。动力电池需求随之上修，储 能装机量 2025 年预计超 300GWh，同比增长 60%-70%。 动力电池和储能行业 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中創新航科技集團股份有限公司 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03931 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 611,668,105 | RMB | | 1 RMB | | 611,668,105 | | 增加 / 減少 (-) | | | 149,831,290 | | | RMB | | 149,831,290 | | 本月底結存 | | | 761,499,395 | RMB | | 1 RMB | | 761,499,395 | | 2. 股 ...

格隆汇10月8日｜锂电池概念股走高，赣锋锂业涨超4%，天齐锂业涨近3%，比亚迪涨约1.5%，中创新 航涨1%。消息面上，中国科学院金属研究所团队在固态锂电池领域取得突破，为解决界面阻抗大、离 子传输效率低的难题提供了新路径。该成果已于近日发表于学术期刊《先进材料》。 ...

在最近有统计数据的5个交易日内，沧港铁路(02169)、大眾公用(01635)、中创新航(03931)港股通持股占 比增加值最大，分别增加20.77%、7.73%、3.41%；山东墨龙(00568)、中创智领(00564)、京城机电股份 (00187)港股通持股占比减少值最大，分别减少-2.83%、-2.63%、-2.56%。 智通财经APP获悉，根据2025年10月6日披露数据，安硕恆生科技(03067)、华夏恆生科技(03088)、美高 梅中国(02282)港股通持股占比增加值最大，分别增加0.02%、0.02%、0.01%；南方恆生科技(03033)、 恆生科技ETF(03032)、华夏恆生生科(03069)港股通持股占比减少值最大，分别减 少-0.28%、-0.20%、-0.06%。 具体数据如下(交易所数据根据T+2日结算)： 公司名称 占比值变动 最新持股比例 沧港铁路(02169) +20.77% 43.11% 大眾公用(01635) +7.73% 67.37% 中创新航(03931) +3.41% 17.08% 网龙(00777) +3.34% 12.78% 金风科技(02208) +3.11 ...

Group 1 - The research team from the Chinese Academy of Sciences has made a breakthrough in solid-state lithium batteries, addressing key issues such as high interfacial resistance and low ionic conductivity [1] - Solid-state batteries are considered a significant development direction for next-generation energy storage technology due to their high safety and energy density [1] - The new material developed by the research team integrates ionic conductive ethoxy groups and electrochemically active short sulfur chains, achieving interfacial integration at the molecular level [1] Group 2 - The integrated flexible battery based on the new material exhibits excellent bending resistance, capable of withstanding 20,000 cycles of bending [1] - When used as a polymer electrolyte in composite cathodes, the energy density of the composite cathode increases by 86% [1] - The research provides new material design ideas and research paradigms for the development of high-performance and high-safety solid-state batteries [1] Group 3 - CICC reports that solid-state batteries are expected to become the next generation of lithium battery technology, with accelerated industrialization driven by material innovation and process iteration [2] - The solid-state battery supply chain is anticipated to open up mainline investment opportunities, particularly for battery, material, and equipment manufacturers [2] - GF Securities highlights that in 2024, profits in the new energy vehicle supply chain will remain highly concentrated in the battery segment, with leading companies maintaining stable profitability even in downturns [2] Group 4 - Related Hong Kong stocks in the solid-state battery supply chain include CATL, Ganfeng Lithium, Tianqi Lithium, Longpan Technology, Ruipu Lanjun, Zhongchuang Xinhang, BYD, GAC Group, and Shuangdeng Co [3]

截至发稿，宁德时代(03750.HK)涨5.69%、赣锋锂业(01772.HK)涨2.92%、中创新能(03931.HK)涨 1.64%。 来源：滚动播报 ...

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, expecting over 200 exhibitors and 20,000 professional attendees [1][3][5] - The event will feature the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1][3] - A strategic cooperation agreement has been signed between Zhongchuang Xinhang and Hefei Lanyi Aviation Technology Co., with a focus on the LE200 project for high-energy density power battery solutions [2][3] Group 2 - Lanyi Aviation specializes in eVTOL technology and has successfully completed a Pre-A round financing, with its LE200 model capable of carrying up to 5 passengers and a cruising speed of 200 km/h [2] - The LE200 has a basic range of 200 km and is expected to receive its airworthiness certification by the end of 2027, with market delivery anticipated in 2028 [2] - Zhongchuang Xinhang's 9-series high nickel/silicon semi-solid cylindrical battery meets aviation safety standards and offers an energy density of up to 350 Wh/kg, suitable for 6C fast charging [2]

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 ...