东吴证券近日发布9国新能源车维持高增长，英法意陆续启动电车补贴： 9月欧洲9国 新能源车维持高增长，且渗透率继续提升，英国、法国、意大利等环比提升明显。2025年9 月欧洲9国新能源车销量30.7万辆，同比+34.7%，新能源渗透率31.8%，同比+5.8pcts。其 中，BEV销量19.8万辆，同比+22.8%；PHEV销量10.8万辆，同比+63.6%。 以下为研究报告摘要： 2025年9月欧洲9国新能源车销量30.7万辆，同比+35% 9月欧洲9国新能源车维持高增长，且渗透率继续提升，英国、法国、意大利等环比提升 明显。2025年9月欧洲9国新能源车销量30.7万辆，同比+34.7%，新能源渗透率31.8%，同比 +5.8pcts。其中，BEV销量19.8万辆，同比+22.8%；PHEV销量10.8万辆，同比+63.6%。 （1）德国：2025年以来德国电车渗透率整体呈逐月提升态势。2025年9月德国BEV销量 4.5万辆，同比+31.9%；PHEV销量2.8万辆，同比+85.4%。 （2）英国：9月为英国车市传统旺季，销量环比增长明显。英国已重启BEV补贴，有望 在未来几个月持续增加需求。2025年9 ...

图为默茨在奥冠公司生产车间查看电池情况。 近日，70岁的德国新能源专家克劳斯·迪特尔·默茨又一次来到河北省衡水市故城县，与中方企业代表共 同筹备新型钠离子电池在中德两国的量产以及新一代产品的定型。这位在欧洲新能源领域声名显赫的专 家，为何跨越重洋，来到中国的北方城市衡水，开启一段跨国合作之旅？他又在这片土地上书写了怎样 的动人篇章？ "我看到了这个国家无限的发展潜力" 默茨出生于德国黑森州，是欧洲电化学领域的标杆人物。他从德国杜塞尔多夫应用科技大学电化学专业 硕士毕业后，进入德国阳光电池公司担任技术总监，开启职业生涯。此后，他赴美担任埃克塞德科技集 团公司营销总监，又在马耳他阿伯塔克斯电池公司担任技术总监，期间他主导研发的电池凝胶技术、极 板技术等创新成果斩获30多项欧洲和国际专利，填补多项国际空白。 按常理，这样一位国际知名的专家，选择合作的城市往往会聚焦在中国的一线城市或大型科研机构。然 而，默茨做出了一个令人意想不到的决定——接受河北奥冠电源有限责任公司(以下简称"奥冠公司")的 邀请，奔赴衡水。 2012年，奥冠公司正处于从传统电池制造商向新能源领域转型的关键"蝶变期"，急切渴望国际顶尖技术 力量的加 ...

Core Insights - The strategic planning of Zaozhuang City aims to establish itself as "China's New Energy Battery Capital," further strengthened by the settlement of leading battery companies [1][2] Group 1: Company Developments - Zhongchuang Innovation Technology Group has signed a cooperation agreement with the Zaozhuang and Tengzhou governments, marking its first major base project in Shandong Province [1] - The company ranks fourth globally in power battery installation volume for the first eight months of 2025, with a continuous increase in market share [1] - In the first half of 2025, Zhongchuang's revenue grew by 31.7% year-on-year, while net profit surged by 80.4% [1] Group 2: Industry Context - Zaozhuang's choice to develop the lithium battery industry aligns with local industrial foundations and Shandong's new energy policy direction [2] - The city has historically relied on coal-related industries, which constituted over 80% of its economic output, but is now transitioning to new energy sectors due to dwindling coal resources [2] - Zaozhuang has implemented various supportive measures for the lithium battery industry, including the introduction of the "Zaozhuang Lithium Battery Industry Development Promotion Regulations" [3] Group 3: Regional Initiatives - Tengzhou has integrated into Zaozhuang's development strategy, promoting breakthroughs in lithium battery and new energy industries [3] - The city has established a comprehensive industrial framework and issued implementation opinions to accelerate lithium battery development [3] - Local government officials have committed to providing high-level support and coordination to ensure the successful launch and operation of the Zhongchuang project [4][5]

Market Overview - The gas sector experienced a slight decline of 0.01% on October 17, with Dazhong Public Utilities leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Notable gainers in the gas sector included: - Guo New Energy (600617) with a closing price of 4.00, up 9.89% and a trading volume of 2.25 million shares, totaling 859 million yuan [1] - Caohua Gas (300483) closed at 15.15, up 9.47% with a trading volume of 535,300 shares, totaling 796 million yuan [1] - Changchun Gas (600333) closed at 7.25, up 6.77% with a trading volume of 1.04 million shares, totaling 743 million yuan [1] - Conversely, major decliners included: - Dazhong Public Utilities (600635) closed at 6.24, down 4.73% with a trading volume of 2.61 million shares, totaling 1.671 billion yuan [2] - Fuan Energy (002911) closed at 12.44, down 3.94% with a trading volume of 265,000 shares, totaling 336 million yuan [2] - Xinjiang Torch (603080) closed at 24.29, down 3.69% with a trading volume of 126,000 shares, totaling 313 million yuan [2] Capital Flow - The gas sector saw a net outflow of 15.7859 million yuan from institutional investors, while retail investors contributed a net inflow of 13.3 million yuan [2] - Specific stock capital flows included: - Guo New Energy (600617) had a net outflow of 96.5695 million yuan from institutional investors [3] - Changchun Gas (600333) experienced a net inflow of 85.8114 million yuan from institutional investors [3] - Shaanxi Natural Gas (002267) saw a net inflow of 21.2789 million yuan from institutional investors [3]

当天启用的121辆新能源公交车将在12条线路上运营，覆盖科皮亚波主要道路。这批车辆配有无障 碍设施、空调、充电插口、无线网络、安全摄像头等，使用支持多种支付方式的电子收费系统。 新车队的司机中一半是女性，51岁的塞韦里娜·万卡便是其中一员。她曾是一名出租车驾驶员，通 过相关培训与考试后成为公交车驾驶员。她表示，驾驶新能源公交车为当地人带来零污染出行服务，这 令她感到十分自豪。 科皮亚波地处阿塔卡马沙漠地区，生态环境脆弱，经济以矿业为支柱，可吸入颗粒物污染严重。该 市引入新能源公交车有助于减少空气污染，改善居民生活质量。 新华社智利科皮亚波10月16日电（记者朱雨博）当地时间16日，智利北部阿塔卡马大区首府科皮亚 波启用121辆中国生产的新能源公交车，成为南美洲首个公交系统全面电动化的城市。 车辆启用仪式现场，智利交通和电信部长胡安·卡洛斯·穆尼奥斯将一把放大版公交车"钥匙"交给科 皮亚波市长马利奥·奇卡尔迪尼，象征车辆启用。 穆尼奥斯接受采访时说，科皮亚波是一座重要的大区首府城市，但其公交系统发展滞后，引入纯电 动公交车将为当地交通出行注入新活力，推动当地发展变革。 智利内政部长阿尔瓦罗·埃利萨尔德在仪式现场 ...

首华燃气涨超10%，国新能源此前封板，长春燃气、洪通燃气、成都燃气、天壕能源等跟涨。 (本文来自第一财经) ...

当天启用的121辆新能源公交车将在12条线路上运营，覆盖科皮亚波主要道路。这批车辆配有无障碍设 施、空调、充电插口、无线网络、安全摄像头等，使用支持多种支付方式的电子收费系统。 穆尼奥斯接受采访时说，科皮亚波是一座重要的大区首府城市，但其公交系统发展滞后，引入纯电动公 交车将为当地交通出行注入新活力，推动当地发展变革。 智利内政部长阿尔瓦罗·埃利萨尔德在仪式现场说，这批新能源公交车将为当地居民带来更快捷的出行 体验、更环保的交通方式、更安全的电子支付，让他们用更少费用享受更高质量的出行服务。 新车队的司机中一半是女性，51岁的塞韦里娜·万卡便是其中一员。她曾是一名出租车驾驶员，通过相 关培训与考试后成为公交车驾驶员。她表示，驾驶新能源公交车为当地人带来零污染出行服务，这令她 感到十分自豪。 当地时间16日，智利北部阿塔卡马大区首府科皮亚波启用121辆中国生产的新能源公交车，成为南美洲 首个公交系统全面电动化的城市。 科皮亚波地处阿塔卡马沙漠地区，生态环境脆弱，经济以矿业为支柱，可吸入颗粒物污染严重。该市引 入新能源公交车有助于减少空气污染，改善居民生活质量。 车辆启用仪式现场，智利交通和电信部长胡安·卡洛斯· ...

Market Overview - The market experienced a downward trend with the ChiNext Index falling over 2% and the Shanghai Composite Index down 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.18 trillion, a decrease of 32.6 billion from the previous trading day [1] - Defensive sectors such as coal and gas stocks showed strong performance, with notable gains in companies like Dayou Energy and Guo Xin Energy [1][3] Coal Sector - The coal sector saw a rise of 0.58%, with Dayou Energy achieving a 10% increase and a significant performance boost from other coal companies [2][18] - National Energy Administration's recent inspections have restricted overproduction, leading to a continuous decline in domestic coal output, which is expected to drive prices up [2][18] - Analysts predict that coal prices will rebound in the second half of 2025, improving profitability for coal companies [18] Gas Sector - The gas sector rose by 0.62%, driven by increased demand for natural gas as winter heating begins in various regions [3][12] - Companies like Changchun Gas and Guo Xin Energy saw significant stock price increases, with Changchun Gas reaching a 10.01% rise [4][13] Banking Sector - The banking sector was active, with Agricultural Bank of China hitting a historical high and other banks like Qingdao Bank and Xiamen Bank rising over 2% [5][6] - China Construction Bank announced plans to support new industrialization with a financing target exceeding 5 trillion over the next three years [5] Data Center Sector - The data center sector faced significant declines, with stocks like Shenghong and Zhongheng Electric dropping over 10% [8][9] - The overall sentiment in the market remains cautious, with a focus on potential recovery opportunities after the current downturn [8] Stock Performance Highlights - Notable stocks included Dayou Energy with a 10% increase and multiple stocks in the coal and gas sectors showing strong performance [1][2][3] - The market is currently characterized by a lack of strong upward momentum, with defensive sectors outperforming others [1][8]

一、【早盘盘面回顾】 个股来看，今日早盘涨停数量为33家（不包括ST及未开板新股），封板率为66%，连板股数量为8家，远大控股、大有能源4连板，上实发展3连板，合肥城 建、纳尔股份、安泰集团、海通发展、睿能科技2连板。 板块上，煤炭板块持续逆势，大有能源6天5板，安泰集团、郑州煤电、兖矿能源等涨幅居前。 | 煤炭 +0.58% + 自选 | | | a a | | --- | --- | --- | --- | | 股票池 未上市公司 | | | 2 只看最正宗 | | 筒杯 | 现价 = 涨跌幅↓ | | 领涨次数 流通市值 | | 安泰集团 | 2.97 +10.00% | 2 | 29.9亿 | | SH 600408 | | | | | 公司主营焦炭及其副产品,炼焦采用的是JN60-6型焦炉,产品主要 销售给钢铁企业。目前公司焦炭年生产能力已达到240万吨，是山. | | | | | 大有能源 | 6.60 +10.00% | 5 | 158亿 | | SH 600403 | | | | | 公司主要从事原煤开采、煤炭批发经营、煤炭洗选加工。公司所产 | | | | | 质长焰煤、焦煤、贫煤、洗精煤广 ...

Core Viewpoint - The stock of Guo Xin Energy has experienced significant volatility, achieving three trading halts within four days and a cumulative increase of 31.15% in share price, with a turnover rate of 35.24% [2] Trading Performance - As of October 16, the stock recorded a trading volume of 185 million shares and a transaction value of 700 million yuan, with a turnover rate of 10.43% [2] - The total market capitalization of the stock reached 7.102 billion yuan [2] Margin Trading Data - The latest margin trading balance for the stock is 149 million yuan, with a financing balance of 149 million yuan, reflecting a decrease of 16.6 million yuan or 10.04% from the previous trading day [2] - Over the past four days, the margin trading balance has increased by 1.414 million yuan, representing a growth of 0.96% [2] 龙虎榜 Data - The stock was listed on the龙虎榜 due to a cumulative price deviation of 20% over three consecutive trading days and a daily price deviation of 7% [2] - The net selling by the Shanghai Stock Connect amounted to 10.5824 million yuan, while the net buying from brokerage seats totaled 1.1276 million yuan [2] Recent Trading Days Summary - The stock's daily performance over the past few trading days shows fluctuations, with notable increases on October 14 and 15, where it rose by 10.16% and 10.12%, respectively [2] - On October 16, the stock saw a decline of 1.62% with a net outflow of 150.6685 million yuan in main capital [2]