证券之星消息，9月22日电池板块较上一交易日上涨0.74%，亿华通领涨。当日上证指数报收于3828.58， 上涨0.22%。深证成指报收于13157.97，上涨0.67%。电池板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688339 | 亿华通 | 28.91 | 11.41% | 22.22万 | | 6.32亿 | | 002850 | 科达利 | 173.78 | 8.71% | 11.48万 | | 19.24亿 | | 603031 | 安孚科技 | 44.15 | 7.95% | 15.23万 | | 6.571Z | | 300450 | 先导智能 | 58.89 | 5.92% | 158.88万 | | 89.97亿 | | 300619 | 金银河 | 36.30 | 5.68% | 15.72万 | | 5.58亿 | | 301210 | 金杨股份 | 54.01 | 5.45% | 7.50万 | | 4.01亿 | | 688 ...

安孚科技股价创出历史新高，截至10:19，该股上涨5.28%，股价报43.06元，成交量575.48万股，成交金额2.41亿元，换手率2.73%，该股最新A股总市值达108.56亿元，该股A股流通市值 证券时报•数据宝统计显示，安孚科技所属的电力设备行业，目前整体跌幅为0.59%，行业内，目前股价上涨的有113只，涨幅居前的有宏力达、亿华通-U、万马股份等，涨幅分别为20.00%、 机构评级来看，近10日共有1家机构对该股进行评级，9月19日华创证券发布的研报给予公司目标价为52.20元。 公司发布的半年报数据显示，上半年公司共实现营业收入24.28亿元，同比增长4.98%，实现净利润1.07亿元，同比增长14.38%，基本每股收益为0.5000元，加权平均净资产收益率5.72%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎 ...

Group 1 - Anfu Technology's stock increased by 5.11% on September 22, reaching a price of 42.99 yuan per share, with a trading volume of 239 million yuan and a turnover rate of 2.71%, resulting in a total market capitalization of 10.839 billion yuan [1] - Anfu Technology, established on May 7, 1999, and listed on August 22, 2016, specializes in the research, production, and sales of high-performance environmentally friendly zinc-manganese batteries [1] - The company's main business revenue composition includes: alkaline batteries 83.08%, carbon batteries 7.88%, other batteries 4.51%, other products 4.35%, and others (supplementary) 0.18% [1] Group 2 - The Hive Fund has one fund heavily invested in Anfu Technology, specifically the Hive Runhe Six-Month Holding Period Mixed A (014944), which held 5,600 shares in the second quarter, accounting for 0.3% of the fund's net value, ranking as the ninth largest holding [2] - The Hive Runhe Six-Month Holding Period Mixed A (014944) was established on August 9, 2022, with a latest scale of 20.43 million yuan, achieving a year-to-date return of 4.8% and a one-year return of 11.73% [2] - The fund managers, Li Haitao and Li Zhengnan, have cumulative management tenures of 6 years and 1 year respectively, with Li Haitao managing assets totaling 14.366 billion yuan and achieving a best fund return of 83.98% during his tenure [2]

Investment Rating - The industry investment rating is maintained as "Buy" [2] Core Insights - The food and beverage industry experienced a decline of 2.53% from September 14 to September 19, 2025, underperforming the CSI 300 index by 2.09 percentage points [5][10] - The overall valuation of the food and beverage industry is at a relatively low level, with a PE ratio of 22X, ranking 22nd among Shenwan's primary industries [5][15] - In August 2025, the total retail sales of consumer goods increased by 3.4% year-on-year, indicating a recovery in consumer demand [6][7] Summary by Sections Industry Performance - The food and beverage industry underperformed the market, with a relative return of -5.3% over one month, -12.5% over three months, and -20.0% over twelve months [4] - The industry saw an absolute return of 1.3% over one month, 4.6% over three months, and 20.8% over twelve months [4] Valuation Analysis - As of September 19, 2025, the food and beverage industry's PE ratio is 22X, with sub-industries like other alcoholic beverages at 57X, health products at 44X, and snacks at 35X, while white liquor is at 19X, pre-processed foods at 21X, and beer at 24X [5][15] Consumer Demand - The retail sales of beverages increased by 2.8% year-on-year in August, while tobacco and alcohol sales decreased by 2.3% [6] - The Ministry of Commerce and other departments have introduced measures to expand service consumption, which may positively impact the food and beverage sector [7] Investment Recommendations - The report suggests focusing on companies with stable demand and strong risk resistance, as well as those actively innovating in new products, channels, and consumption scenarios [8][43] - Key companies to watch include New Dairy, Shanxi Fenjiu, Guizhou Moutai, Andeli, Yanjinpuzi, and Qingdao Beer [8][43]

证 券 研 究 报 告 安孚科技（603031）2025 年半年报点评 强推（维持） 主业经营稳健，盈利能力持续增强 目标价：52.2 元 事项： 安孚科技发布 2025 年半年报，公司 2025H1 实现营收 24.3 亿元，YoY+5.0%； 实现归母净利润 1.1 亿元，YoY+14.4%。经折算，公司 2025Q2 单季度营收 10.5 亿元，YoY+3.9%；实现归母净利润 0.4 亿元，YoY+24.3% 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 4,638 | 5,119 | 5,600 | 6,059 | | 同比增速(%) | 7.4% | 10.4% | 9.4% | 8.2% | | 归母净利润(百万) | 168 | 301 | 439 | 486 | | 同比增速(%) | 45.2% | 78.7% | 46.0% | 10.8% | | 每股盈利(元) | 0.67 | 1.19 | 1.74 ...

9月18日，安孚科技涨5.06%，截至发稿，报40.10元/股，成交1.76亿元，换手率2.15%，总市值101.10亿 元。 资料显示，安徽安孚电池科技股份有限公司位于安徽省合肥市蜀山区潜山路888号百利中心北塔1801， 成立日期1999年5月7日，上市日期2016年8月22日，公司主营业务涉及高性能环保锌锰电池的研发、生 产及销售。主营业务收入构成为：碱性电池83.08%，碳性电池7.88%，其他电池4.51%，其他产品 4.35%，其他(补充)0.18%。 从基金十大重仓股角度 数据显示，蜂巢基金旗下1只基金重仓安孚科技。蜂巢润和六个月持有期混合A（014944）二季度持有 股数5600股，占基金净值比例为0.3%，位居第九大重仓股。根据测算，今日浮盈赚取约1.08万元。 蜂巢润和六个月持有期混合A（014944）成立日期2022年8月9日，最新规模2043.01万。今年以来收益 5.58%，同类排名6679/8172；近一年收益13.75%，同类排名6572/7980；成立以来收益14.5%。 蜂巢润和六个月持有期混合A（014944）基金经理为李海涛、李铮男。 截至发稿，李海涛累计任职时间6年66 ...

9月17日，安孚科技盘中下跌2.02%，截至13:11，报37.92元/股，成交1.68亿元，换手率2.05%，总市值 95.61亿元。 资金流向方面，主力资金净流出1466.66万元，特大单买入1126.85万元，占比6.72%，卖出1009.39万 元，占比6.02%；大单买入2618.05万元，占比15.62%，卖出4202.16万元，占比25.07%。 安孚科技今年以来股价涨33.71%，近5个交易日跌4.51%，近20日涨5.54%，近60日涨30.00%。 今年以来安孚科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入-5609.53万 元；买入总计1.59亿元 ，占总成交额比19.94%；卖出总计2.15亿元 ，占总成交额比26.98%。 责任编辑：小浪快报 资料显示，安徽安孚电池科技股份有限公司位于安徽省合肥市蜀山区潜山路888号百利中心北塔1801， 成立日期1999年5月7日，上市日期2016年8月22日，公司主营业务涉及高性能环保锌锰电池的研发、生 产及销售。主营业务收入构成为：碱性电池83.08%，碳性电池7.88%，其他电池4.51%，其他产品 4.35%，其他 ...

9月16日，安孚科技盘中上涨2.05%，截至14:15，报38.90元/股，成交1.74亿元，换手率2.14%，总市值 98.08亿元。 资金流向方面，主力资金净流出1230.09万元，特大单买入431.59万元，占比2.49%，卖出1378.18万元， 占比7.94%；大单买入2783.60万元，占比16.03%，卖出3067.09万元，占比17.66%。 今年以来安孚科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入-5609.53万 元；买入总计1.59亿元 ，占总成交额比19.94%；卖出总计2.15亿元 ，占总成交额比26.98%。 资料显示，安徽安孚电池科技股份有限公司位于安徽省合肥市蜀山区潜山路888号百利中心北塔1801， 成立日期1999年5月7日，上市日期2016年8月22日，公司主营业务涉及高性能环保锌锰电池的研发、生 产及销售。主营业务收入构成为：碱性电池83.08%，碳性电池7.88%，其他电池4.51%，其他产品 4.35%，其他(补充)0.18%。 安孚科技所属申万行业为：电力设备-电池-蓄电池及其他电池。所属概念板块包括：储能、增持回购、 锂电池、跨境电商 ...

证券代码：603031 股票简称：安孚科技 编号：2025-071 安徽安孚电池科技股份有限公司 关于 2025 年半年度业绩召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 安徽安孚电池科技股份有限公司（以下简称"公司"）于 2025 年 9 月 11 日 11:00-12:00 通过"价值在线"（www.ir-online.cn）以网络文字互动的方式召开了 2025 半年度业绩说明会，针对公司 2025 年半年度经营成果、财务指标、发展战 略等具体情况与投资者进行互动交流和沟通，在遵循信息披露规则的前提下，就 投资者普遍关注的问题进行了回答交流。现将相关召开情况公告如下： 问题 1：根据安孚科技 2024.03.14 日公布重组方案当日，亚锦科技股价 1.63 元，与要约收购 2 元大约可浮赢 22.7%。目前从方案到实施，已过一年半，根 据亚锦科技每年业绩预估（参考当年评估），年增长 5%应该不算过分，两年按 10%计算应该还是保守。则要约收购价应该在 2.45-2.55 之间才正常。这是在没 考虑分红的情 ...

Company Overview - Anfu Technology Co., Ltd. is located in Hefei, Anhui Province, and was established on May 7, 1999. The company went public on August 22, 2016. Its main business involves the research, production, and sales of high-performance environmentally friendly zinc-manganese batteries [1]. Business Composition - The revenue composition of Anfu Technology is as follows: alkaline batteries account for 83.08%, carbon batteries for 7.88%, other batteries for 4.51%, other products for 4.35%, and miscellaneous for 0.18% [1]. Stock Performance - On September 5, Anfu Technology's stock rose by 5.06%, reaching a price of 38.17 yuan per share, with a trading volume of 83.61 million yuan and a turnover rate of 1.06%. The total market capitalization is 9.624 billion yuan [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Hive Fund has a significant holding in Anfu Technology. The fund "Hive Runhe Six-Month Holding Period Mixed A" (014944) held 5,600 shares in the second quarter, representing 0.3% of the fund's net value, ranking as the ninth largest heavy stock [2]. Fund Performance - The "Hive Runhe Six-Month Holding Period Mixed A" fund was established on August 9, 2022, with a latest scale of 20.43 million. Year-to-date returns are 4.61%, with a one-year return of 12.93% and a cumulative return since inception of 13.45% [2]. Fund Manager Information - The fund manager, Li Haitao, has a tenure of 6 years and 53 days, managing assets totaling 14.366 billion yuan, with the best fund return during his tenure being 76.18% and the worst at 0.8%. Co-manager Li Zhengnan has a tenure of 1 year and 15 days, managing assets of 1.424 billion yuan, with the best return of 7.29% and the worst at 2.72% [2].