10月21日，港股锂电池股拉升，其中，宁德时代盘初涨超6%，比亚迪电子涨3.5%，中创新航涨近2%， 天能动力、赣锋锂业、天齐锂业、比亚迪股份均涨超1%。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 03750 | 宁德时代 | 551.500 | 4.45% | | 00285 | 比亚迪电子 | 40.120 | 3.51% | | 03931 | 中创新航 | 30.400 | 1.74% | | 00819 | 天能动力 | 8.360 | 1.33% | | 01772 | 赣锋锂业 | 43.440 | 1.12% | | 01211 | 比亚迪股份 | 105.900 | 1.05% | | 09696 | 天齐锂业 | 42.660 | 1.04% | 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 消息上，宁德时代2025年第三季度实现归属于上市公司股东的净利润为185.5亿元人民币，同比大幅增 长41.21%。利润增速显著超越营收增速，营业收入为1041.9亿元人民币，同比增长12.90%。宁德时代在 业绩说明会上 ...

每经AI快讯，10月21日，港股锂电池股拉升，其中，宁德时代盘初涨超6%，比亚迪电子涨3.5%，中创 新航涨近2%，天能动力、赣锋锂业、天齐锂业、比亚迪股份均涨超1%。 ...

另外，央视日前称，固态电池作为下一代锂电池的核心技术方向，在新能源汽车、低空经济等领域具备 广阔的应用前景。针对这一前沿技术，我国科学家近期取得一批新进展。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 03750 | 宁德时代 | 551.500 | 4.45% | | 00285 | 比亚迪电子 | 40.120 | 3.51% | | 03931 | 中创新航 | 30.400 | 1.74% | | 00819 | 天能动力 | 8.360 | 1.33% | | 01772 | 赣锋锂业 | 43.440 | 1.12% | | 01211 | 比亚迪股份 | 105.900 | 1.05% | | 09696 | 天齐锂业 | 42.660 | 1.04% | 港股锂电池股拉升，其中，宁德时代盘初涨超6%，比亚迪电子涨3.5%，中创新航涨近2%，天能动力、 赣锋锂业、天齐锂业、比亚迪股份均涨超1%。 消息上，宁德时代2025年第三季度实现归属于上市公司股东的净利润为185.5亿元人民币，同比大幅增 长41.21%。利润增速显著 ...

四川射洪完善质量基础设施打造西南新能源产业标杆 □ 熊纹玉 陆 熙 在《2025中国县域经济高质量发展研究》名单中，四川省射洪市连续4年跻身全国百强县，且排名稳步 攀升。这份成绩的背后，是射洪以质量强县战略为核心，聚焦锂电新能源产业打造的全链条质量提升体 系。从国家级质检平台落地到国际标准突破，从品牌培育到绿色循环，射洪正以百强县域之姿，书写全 国锂电产业高质量发展的"质量答卷"。 打造西南锂电质量"度量衡" 国家锂电材料及产品质量检验检测中心落地射洪，使其成为西南地区唯一覆盖锂电全产业链的国家级质 检中心，让射洪拥有了"家门口"的质量"标尺"。该中心采用"三方共建、两地布局、一体共创"模式，由 四川省产品质量监督检验检测院、遂宁市市场监管局、射洪市政府联合打造。2024年6月启用的一期项 目聚焦锂电材料检验，可提供从成分分析到性能测试的全维度检测服务；二期项目瞄准锂电安全性能检 测，预计2025年底建成投用，届时将形成"材料检测+安全评估"的完整服务能力。 转自：中国质量报 自2024年3月试运行以来，该中心已累计为企业提供检测服务超500批次，不仅服务天齐锂业、富临新能 源等本土企业，还吸引了厦门钨业等外 ...

10月20日，天齐锂业盘中下跌2.02%，截至13:19，报45.61元/股，成交13.85亿元，换手率2.02%，总市 值748.56亿元。 天齐锂业所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：盐湖提锂、小金属、化肥、H 股、新材料等。 截至6月30日，天齐锂业股东户数27.08万，较上期减少6.08%；人均流通股5451股，较上期增加6.45%。 2025年1月-6月，天齐锂业实现营业收入48.33亿元，同比减少24.71%；归母净利润8441.06万元，同比增 长101.62%。 分红方面，天齐锂业A股上市后累计派现78.68亿元。近三年，累计派现71.37亿元。 机构持仓方面，截止2025年6月30日，天齐锂业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6481.74万股，相比上期增加869.65万股。中国证券金融股份有限公司位居第五大流通股 东，持股2785.36万股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）位居第六大流通股东， 持股1839.68万股，相比上期增加154.77万股。易方达沪深300ETF（510310）位居第七大流通股东，持 股1 ...

Investment Rating - The investment rating for the non-ferrous metals industry is "Positive" (maintained) [3] Core Views - The report anticipates a potential upward trend in copper prices due to expected shortages in copper mines, particularly with the global second-largest copper mine, Grasberg, facing production halts. The report suggests that the copper supply-demand balance may shift from tight equilibrium to shortage by 2026 [4] - The report highlights the performance of various metals, including aluminum, lithium, and cobalt, with specific recommendations for companies to watch in each segment [4] Summary by Sections 1. Industry Overview - Recent macroeconomic developments include a new round of US-China trade negotiations and comments from Trump regarding the unsustainability of high tariffs on China [8] 2. Market Performance - The overall performance of the non-ferrous metals sector saw a decline, with the Shanghai Composite Index down 1.47% and the Shenwan Non-Ferrous Metals Index down 3.07%, underperforming the Shanghai Composite by 1.60 percentage points [10][11] 3. Valuation Changes - The PE_TTM for the Shenwan Non-Ferrous Metals Index is 26.96, down 1.78 from the previous week, while the PB_LF is 3.22, down 0.22 [19][22] 4. Copper - Copper prices have seen a decline, with LME copper down 1.86% and SHFE copper down 1.77%. However, the report indicates a potential for price recovery due to supply disruptions and seasonal demand [21][44] 5. Aluminum - Aluminum prices are experiencing fluctuations, with LME aluminum down 0.45% and SHFE aluminum down 0.47%. The report notes a decrease in inventory levels, which may support price stability [33][44] 6. Lithium - Lithium prices are showing mixed trends, with lithium carbonate down 0.27% and lithium spodumene up 0.83%. The report suggests that lithium prices may stabilize due to seasonal demand [73] 7. Cobalt - Cobalt prices have increased, with MB cobalt up 5.40% to $20.98 per pound, driven by changes in export regulations from the Democratic Republic of Congo [86]

Core Insights - The article highlights the rapid development and transformation of the manufacturing and technology sectors in Sichuan, particularly focusing on the automotive and high-tech industries, driven by significant investments and strategic planning [1][5][13]. Group 1: Automotive Industry - The Chengdu plant of FAW-Volkswagen is utilizing nearly a thousand robots to produce vehicles, achieving a production time of 55 seconds per vehicle [1]. - FAW-Volkswagen is investing in the modernization of its production lines to enhance smart, digital, and flexible manufacturing capabilities [1][7]. - The company is focusing on integrating 5G, IoT, and digital twin technologies to create a "smart factory" that can adapt to market changes [6][7]. Group 2: High-Tech and Innovation - The Mianyang Photon Technology Research Institute acts as an incubator for high-tech projects, successfully launching seven projects, including a deep low-temperature temperature sensor that reduces costs by 50% compared to imports [2][4]. - The institute aims to support the development of a 50 billion yuan industry scale in the photon technology sector by 2030 [2]. - Sichuan is positioning itself as a leader in emerging industries such as quantum technology and controlled nuclear fusion, leveraging its rich rare earth resources [5][6]. Group 3: Investment and Economic Growth - Sichuan's government has emphasized the importance of project implementation to drive economic growth, with significant progress in key projects and investments [13][16]. - As of August, Sichuan has achieved an investment completion rate of 84.6% for key projects, contributing to a 0.9% year-on-year growth in fixed asset investment [13]. - The province's industrial output has seen substantial growth, with lithium-ion batteries increasing by 54.1% and automotive production by 35.5% [13]. Group 4: Lithium Industry - Tianqi Lithium, a major player in lithium production, has established a comprehensive supply chain in Sichuan, with a production capacity of approximately 91,600 tons per year [7][11]. - The lithium battery industry in Suining is projected to reach a scale of 670 billion yuan, accounting for a quarter of the province's lithium battery sector [11][12]. - The region is developing a complete lifecycle industry chain for lithium resources, attracting over 50 upstream and downstream enterprises [8][11]. Group 5: Regional Development and Collaboration - Sichuan has formed a collaborative development model among cities like Yibin, Chengdu, Suining, and others, enhancing the overall industrial ecosystem [12]. - The province is focusing on strengthening key industrial chains, particularly in artificial intelligence, aerospace, and new energy sectors [6][12]. - The rapid project execution in Suining, exemplified by the "signing immediately starts construction" approach, has led to a significant increase in project agreements and investments [16][17].

Performance - Cambrian's Q3 revenue reached 1.727 billion yuan, a year-on-year increase of 1332.52%; net profit was 567 million yuan [1] - Hikvision's Q3 net profit grew by 20.31% year-on-year [5] - Sitaiwei's net profit for the first three quarters is expected to increase by 140% to 169% year-on-year [5] - Northern Heavy Industries anticipates a year-on-year net profit increase of 56.90% to 70.74% for the first three quarters [5] - Jintian's net profit for the first three quarters increased by 104.37% year-on-year [5] - Yingshi Network's Q3 net profit grew by 28.73% year-on-year [5] - Sankeshu's net profit for the first three quarters increased by 81.22% year-on-year, with a proposed dividend of 5 yuan per 10 shares [5] - Pianzaihuang's Q3 net profit decreased by 28.82% year-on-year [5] - Shentong Technology's Q3 net profit surged by 452.62% year-on-year [5] - Huayou Cobalt's net profit for the first three quarters increased by 39.59% year-on-year [5] - Guotou Power's Q3 power generation reached 47.891 billion kWh, a year-on-year decrease of 14.42% [5] - Rongbai Technology reported a Q3 net loss of 135 million yuan [5] - Zijin Mining's Q3 net profit increased by 52.25% year-on-year [5] - Haida Group's net profit for the first three quarters increased by 14.31%, planning to spin off its subsidiary Haida Holdings for a Hong Kong listing [5] Share Buybacks and Reductions - Fujirui plans to repurchase shares worth 10 million to 20 million yuan [3] - Tonghua Dongbao intends to repurchase shares worth 20 million to 40 million yuan [3] - Shenzhen New Star plans to adjust the maximum repurchase price to no more than 30 yuan per share [3] - Sanhua Intelligent Control has raised the maximum repurchase price and extended the implementation period [3] - Dayang Electric has also raised the maximum repurchase price and extended the implementation period [3] - Hunan Baiyin's controlling shareholder plans to reduce its stake by no more than 2% [5] - Shengbang shares' controlling shareholder plans to reduce its stake by no more than 1.28% [5] - Liandong Technology's actual controller plans to reduce its stake by no more than 2.9963% [5] - Juxing Agriculture's shareholder plans to reduce its stake by no more than 2% [5] - Aerospace Engineering's shareholders plan to reduce their stakes by no more than 6% [5] Contracts and Collaborations - Yongmaotai signed a strategic cooperation framework agreement with a leading humanoid robot company [3] - Xinjiang Jiaojian won a construction project worth 556 million yuan [4] - Jingjiawei signed a strategic cooperation agreement with Cangqiong Digital to create a fully domestic integrated solution [3] - Shengshi Technology signed a contract for a project worth 102 million yuan at Hunchun Port [3] - Robotech signed a contract worth approximately 761 million yuan, accounting for about 68.83% of the company's 2024 revenue [3] - Guangdong Construction's subsidiary signed a cooperation framework agreement with the Maoming Binhai New Area Management Committee [3] Mergers and Acquisitions - Jingwei Huikai plans to acquire 100% of Zhongxing System for 850 million yuan, entering the private network communication field [6] - Weigao Blood Purification intends to purchase 100% of Weigao Purui's shares, with stock trading suspended from October 20 [6] - GoerTek terminated its planned acquisition of Mia Precision Technology and Changhong Industrial [6] Financing - Changsha Bank received regulatory approval to issue capital instruments not exceeding 12 billion yuan [6]

该项目成功生产出首袋电池级氢氧化锂产品，为工厂后续连续量产奠定基础；待实现产品的连续稳定生 产后，产品将提供给不同客户进行品质认证；待客户认证通过后，将逐步实现产能提升以达到设计产 能。该项目的投产将进一步扩大公司的锂盐加工产能，增强公司盈利能力和利润增长的稳定性。同时， 本项目生产出首袋电池级氢氧化锂产品不会对公司当期财务状况和经营成果造成重大影响。 格隆汇10月17日丨天齐锂业(09696.HK)发布公告，经过反复调试和优化，江苏张家港年产3万吨氢氧化 锂项目首袋电池级氢氧化锂产品通过公司内部实验室取样检查，并于2025年10月17日确认所有参数达到 电池级氢氧化锂标准。后续，公司将持续调试和优化该项目，以实现产品的连续稳定生产和碳酸锂柔性 切换。 ...

智通财经APP讯，天齐锂业(09696)公布江苏张家港年产 3 万吨电池级单水氢氧化锂项目进展，经过反复 调试和优化，江苏张家港年产 3 万吨氢氧化锂项目首袋电池级氢氧化锂产品通过公司内部实验室取样检 查，并于 2025 年 10 月 17 日确认所有参数达到电池级氢氧化锂标准。后续，公司将持续调试和优化该 项目，以实现产品的连续稳定生产和碳酸锂柔性切换。 公司将持续调试和优化江苏张家港年产 3 万吨氢氧化锂项目，以实现产品的连续稳定生产和碳酸锂柔性 切换;待产品实现连续稳定生产，产品尚需送往第三方实验室进行检测，尚需取得下游客户认证通过， 保持工厂稳定、连续和可靠运营后方能实现商业化生产;项目正式商业化生产后，达产之前还需要按照 逐步提高负荷率进行产能爬坡;在产能爬坡过程中，如出现对质量和产量有影响的问题，还需要进行局 部工艺优化和技术改造，以逐步达到设计产能。如上述各步骤的实现时间不达预期，将延缓项目收益的 实现，并对公司业绩产生不利影响。 公告称，该项目成功生产出首袋电池级氢氧化锂产品，为工厂后续连续量产奠定基础;待实现产品的连 续稳定生产后，产品将提供给不同客户进行品质认证;待客户认证通过后，将逐步实 ...