Group 1: Solar and Energy Stocks - Solar stocks showed recovery with New Special Energy (01799) up 4.99%, Flat Glass (06865) up 3.25%, Xinyi Solar (00968) up 3.75%, and GCL-Poly Energy (03800) up 2.27%. The China Photovoltaic Industry Association stated that rumors about a polysilicon storage platform were false, aiming to malign the industry [1][2] - Energy storage concept stocks rose against the trend, with Longpan Technology (02465) up 17.09%, Ruipu Lanjun (00666) up 15.2%, and Zhongxin Innovation (03931) up 9.22%. Lithium hexafluorophosphate prices have surged, with some market quotes reaching 150,000 yuan/ton, doubling since mid-October [1] Group 2: Oil and Gas Stocks - Oil stocks collectively declined, with CNOOC (00883) down 3.14%, CNOOC Services (02883) down 2.98%, PetroChina (00857) down 2.09%, and Sinopec (00386) down 1.79%. OPEC's monthly report indicated a slight oversupply in the oil market by 2026, contrasting previous predictions of sustained demand [2] Group 3: Steel and Mining Stocks - Steel stocks saw a midday surge, with Maanshan Iron & Steel (00323) up 7.09%, Ansteel (00347) up 2.26%, and Chongqing Iron & Steel (01053) up 2.13%. The Simandou project in Guinea, which has the potential to become the fifth-largest mine globally, has commenced production [2] Group 4: Airline and Transportation Stocks - Southern Airlines (01055) rose over 3.9% after reporting a 2.2% year-on-year increase in revenue for the first three quarters of 2025 [2] Group 5: Biotechnology and Pharmaceuticals - Gilead Sciences (01672) increased over 5.7% as it announced the clinical development of new drugs ASC36 and ASC35 [3] - Zai Lab (02509) rose over 8.4% after announcing plans for continued related transactions for the commercialization of QX001S from 2026 to 2028 [4] Group 6: Gold Stocks - Gold stocks collectively rose, with China Gold International (02099) up 5.99%, Jihai Resources (02489) up 7.3%, and Lingbao Gold (03330) up 4.47%. Gold prices have surpassed $4,100 and are testing the $4,200 resistance level [4] Group 7: US Market Movements - Major tech stocks in the US fell, with Meta Platforms (META.US) down over 2.8%, Tesla (TSLA.US) down over 2%, and Amazon (AMZN.US) down over 1.9% [5] - Eli Lilly (LLY.US) rose 2.95%, reaching a historical high, after announcing a deal to lower GLP-1 drug prices to $245 per month, potentially opening a new market of 30 million people [5] - The US airline service sector saw gains, with United Airlines (UAL.US) up 5.29% and American Airlines (AAL.US) up 3.62%, as the government is expected to reopen soon [5] Group 8: Nuclear Energy Stocks - US nuclear energy stocks rose, with Oklo (OKLO.US) up 6.67% as the government plans to finance new nuclear power plants to meet the energy demands of AI development [6] Group 9: Company-Specific Developments - On Holding (ONON.US) surged over 17.9% after reporting Q3 net sales of 794.4 million Swiss francs, exceeding market expectations [7] - AMD (AMD.US) rose 9% as it projected a 35% annual growth rate in revenue over the next three to five years, driven by AI chip demand [7]

Core Viewpoint - The Hong Kong stock market is witnessing a rise in energy storage concept stocks, indicating positive investor sentiment in this sector [1] Company Performance - Longpan Technology (02465.HK) increased by 12.88%, reaching HKD 14.99 [1] - Ruipulan Jun (00666.HK) rose by 7.47%, trading at HKD 16.26 [1] - Zhongchuang Xinhang (03931.HK) saw a gain of 5.14%, priced at HKD 33.98 [1] - Zhengli New Energy (03677.HK) experienced a 2.92% increase, with a share price of HKD 9.86 [1]

此外，11月10日，国家发展改革委、国家能源局关于促进新能源消纳和调控的指导意见发布。国泰海通 发布研报称，随着容量电价机制未来全国性推广，储能经济性或在更多省份走通，带动储能高增。同 时，内蒙古储能放电补偿出台将极大刺激2026年的储能需求。 储能概念股逆市走高，截至发稿，龙蟠科技（603906）(02465)涨12.88%，报14.99港元；瑞浦兰钧 (00666)涨7.47%，报16.26港元；中创新航(03931)涨5.14%，报33.98港元；正力新能(03677)涨2.92%，报 9.86港元。 消息面上，近期，六氟磷酸锂正以"一天一价"的态势搅动新能源产业链，目前部分市场报价高达15万 元/吨，主流成交价较10月中旬已翻倍。而受益于储能等对锂电池需求的拉动，价格上涨正在锂电产业 链中蔓延。继六氟磷酸锂价格大幅反弹之后，电解液添加剂VC(碳酸亚乙烯酯)、FEC(氟代碳酸乙烯酯) 由于价格持续上涨，引发市场高度关注。 ...

此外，11月10日，国家发展改革委、国家能源局关于促进新能源消纳和调控的指导意见发布。国泰海通 发布研报称，随着容量电价机制未来全国性推广，储能经济性或在更多省份走通，带动储能高增。同 时，内蒙古储能放电补偿出台将极大刺激2026年的储能需求。 智通财经APP获悉，储能概念股逆市走高，截至发稿，龙蟠科技(02465)涨12.88%，报14.99港元；瑞浦 兰钧(00666)涨7.47%，报16.26港元；中创新航(03931)涨5.14%，报33.98港元；正力新能(03677)涨 2.92%，报9.86港元。 消息面上，近期，六氟磷酸锂正以"一天一价"的态势搅动新能源产业链，目前部分市场报价高达15万 元/吨，主流成交价较10月中旬已翻倍。而受益于储能等对锂电池需求的拉动，价格上涨正在锂电产业 链中蔓延。继六氟磷酸锂价格大幅反弹之后，电解液添加剂VC(碳酸亚乙烯酯)、FEC(氟代碳酸乙烯酯) 由于价格持续上涨，引发市场高度关注。 ...

南方财经11月13日电，港股固态电池板块持续拉升，龙蟠科技涨超10%，瑞浦兰钧、赣锋锂业、天齐锂 业涨超6%，中创新航涨超4%。 ...

Group 1 - Ganfeng Lithium (01772.HK) increased by 4.96% [1] - Tianqi Lithium (09696.HK) rose by 4.87% [1] - Zhongchu Innovation (03931.HK) saw a gain of 1.11% [1] - Tianneng Power (00819.HK) experienced an increase of 0.86% [1]

Core Viewpoint - Solid-state batteries exhibit superior performance and have a wide range of applications, with accelerated industrialization processes both domestically and internationally [5]. Group 1: Advantages of Solid-State Batteries - Solid-state batteries have higher energy density and better safety compared to liquid batteries, with energy density expected to reach over 500 Wh/kg [15][11]. - They can operate under extreme conditions without the risk of combustion or explosion due to the use of non-volatile solid electrolytes [15]. - The design of battery cells, modules, and systems is simplified due to the non-flowing nature of solid electrolytes, optimizing the PACK design [15]. Group 2: Solid Electrolyte Technologies - Solid electrolytes are the core component of solid-state batteries, with various technology routes including polymers, oxides, sulfides, and halides, with sulfides being the most widely accepted due to their high ionic conductivity [16][14]. - Each type of solid electrolyte has its advantages and disadvantages, with sulfides offering excellent processing advantages and flexibility [16]. Group 3: Production Challenges - The mass production of solid-state batteries faces challenges such as the interface contact between solid electrolytes and electrodes, as well as the engineering issues related to cost reduction [19][22]. - Key challenges include ensuring the stability of the solid-solid interface and the large-scale preparation of sulfide solid electrolytes, which significantly impact the commercial viability of solid-state batteries [22][19]. Group 4: Domestic and International Industry Landscape - Major domestic battery manufacturers have clarified their technology routes, focusing on sulfide electrolytes and aiming for small-scale production by 2027, with energy density targets around 400 Wh/kg [26][23]. - Internationally, companies in the US and Japan are advancing rapidly, with many planning to achieve large-scale production of solid-state batteries by 2030 [27][25]. - Policies in China are accelerating the development of solid-state batteries, with significant support from government agencies aimed at achieving commercial applications by 2026 [29][31].

智通财经APP讯，中创新航(03931)发布公告，张启昌将不再担任(i)本公司的联席公司秘书; (ii)本公司法 律程序文件代理人(根据香港法例第622章公司条例第16部及香港联合交易所有限公司(联交所)证券上市 规则第 19A.13(2)条的规定代表本公司于香港接收法律程序文件及通知书的授权代表(统称法律程序文件 代理人)); 及(iii)根据上市规则第3.05条的本公司授权代表，自2025年11月12日起生效。 于张启昌离任后，董事会欣然宣布，温咏宜已获委任为联席公司秘书、法律程序文件代理人及授权代 表，自2025年11月12日起生效。 ...

于张启昌离任后，董事会欣然宣布，温咏宜已获委任为联席公司秘书、法律程序文件代理人及授权代 表，自2025年11月12日起生效。 中创新航(03931)发布公告，张启昌将不再担任(i)本公司的联席公司秘书;(ii)本公司法律程序文件代理人 (根据香港法例第622章公司条例第16部及香港联合交易所有限公司(联交所)证券上市规则第19A.13(2)条 的规定代表本公司于香港接收法律程序文件及通知书的授权代表(统称法律程序文件代理人));及(iii)根据 上市规则第3.05条的本公司授权代表，自2025年11月12日起生效。 ...

格隆汇11月12日丨中创新航(03931.HK)宣布，张启昌将不再担任(i)公司之联席公司秘书(ii)公司法律程序 文件代理人(根据香港法例第622章公司条例第16部及香港联合交易所有限公司证券上市规则第19A.13(2) 条之规定代表公司于香港接收法律程序文件及通知书之授权代表;及(iii)根据上市规则第3.05条的公司授 权代表，自2025年11月12日起生效。 于张启昌离任后，董事会欣然宣布，温咏宜已获委任为联席公司秘书、法律程序文件代理人及授权代 表，自2025年11月12日起生效。 ...