9月2日，固态电池集体走高，德新科技3连板，英联股份2连板，鹿山新材等涨停。 一、行情 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | --- | --- | --- | --- | --- | --- | --- | | 德新科技 603032.SS | 3天3板 | 24.88 | +9.99% | 09:30:24 | 3.80% | 57.64亿 | | 英联股份 002846.SZ | 2天2板 | 20.15 | +9.99% | 09:34:54 | 8.59% | 51.79亿 | | 鹿山新材 603051.SS | | 23.28 | +10.02% | 09:37:40 | 6.30% | 33.98亿 | | 领湃科技 | | 40.51 | +12.25% | | 8.69% | 64.11亿 | | 300530.SZ | | | | | | | 二、事件： 1）未来行业将有多个大会举办： 9月23日-9月24日，第七届高比能固态电池关键材料技术大会举行； 9月24-25日，2025中国动力电池材斗产业链大会暨第六届中国 ...

Key Highlights - De Xin Technology does not directly produce solid-state batteries [1] - Gujia Home intends to invest 1.124 billion yuan in the construction of a self-built base in Indonesia [1] - Samsung Medical signed a contract worth approximately 419 million yuan for a smart meter project in Egypt [1] - Keli Sensor plans to acquire 45% of Huahong Technology for 122 million yuan [1] - Huamao Technology has repurchased a total of 6.42% of its shares [1] - BYD's total sales of new energy vehicles reached 373,600 units in August [1] - Great Wall Motors reported total sales of 115,558 units in August, a year-on-year increase of 22.33% [1] - Sheng Tai Group's shareholder Itochu Asia plans to reduce its stake by no more than 3% [1] - Dekoli's Qian Mingying and his concerted action partner Shen Liang plan to reduce their holdings by a total of no more than 2.9957% [1] - Longqi Technology's Suzhou Shunwei plans to reduce its holdings by no more than 4.09% [1] - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy [1] - Yibin Technology received a project designation notice from a domestic new energy vehicle company [1]

固态电池概念股盘初活跃，德新科技3连板，上海洗霸盘中创新高，嘉元科技、海目星涨超10%，英联 股份、海辰药业、中瑞股份、万顺新材、远东股份跟涨。 ...

Group 1 - In the first half of the year, A-share listed companies reported a total net profit attributable to shareholders of 2.99 trillion yuan, a year-on-year increase of 2.45%, with nearly 77% of stocks achieving profitability and about 46% showing positive net profit growth [2] - The agricultural, forestry, animal husbandry, fishery, steel, building materials, computer, and non-ferrous metals sectors experienced rapid performance growth, while the real estate sector showed significant losses [2] - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year, with cumulative sales from January to August totaling 2.864 million units, representing a year-on-year growth of 23% [10] Group 2 - New energy vehicle manufacturers such as Leap Motor, Xpeng Motors, and NIO reported record monthly delivery numbers, while Li Auto experienced a decline in monthly deliveries for three consecutive months due to product transitions and adjustments in its sales and service system [5] - Longi Green Energy has invested in a storage company, Suzhou Jingkong Energy Technology Co., Ltd., and is in discussions to acquire another storage company [7] - Chengdu Huamei announced the release of a 4-channel 12-bit 40G high-precision RF direct sampling ADC chip and has received intention orders [9] Group 3 - Heng Rui Pharmaceutical announced that its innovative drug, Zemeituosita Tablets, has received conditional approval for market launch [8] - Yuan Dong Bio announced that its sodium nafamostat oral disintegrating tablets have obtained a drug registration certificate, making it the first domestic generic drug approved for market [11] - Guizhou Moutai announced that its controlling shareholder, Moutai Group, increased its stake by purchasing 67,821 shares, accounting for 0.0054% of the company's total share capital [12] Group 4 - Yonghui Supermarket announced an adjustment to its plan for issuing A-shares to specific targets, with the total fundraising amount adjusted to no more than 3.114 billion yuan [13] - Su Da Weige announced plans to acquire up to 51% of Changzhou Weipu's equity for no more than 510 million yuan [16] - The company Zongtai Auto announced that its subsidiary's assets are under compulsory execution, and it will not be able to resume production this year [15]

Group 1 - The National Standardization Administration and the Ministry of Industry and Information Technology issued a plan to establish a high-quality standard system for industrial mother machines by 2026, aiming to enhance product quality and equipment upgrades, with at least 300 standards to be revised or formulated [2] - The Shanghai Futures Exchange announced the expansion of trading varieties for qualified foreign institutional investors starting September 10, 2025, including new futures and options contracts for petroleum asphalt and fuel oil [2] - The National Medical Insurance Administration is promoting the direct issuance of maternity allowances to individuals, with 20 provinces implementing this system, covering nearly 80% of the coordinated areas [3] - From September 1, new national standards for AI-generated content identification, network attack event determination, and safety of electric bicycles will be implemented to support the healthy development of emerging industries [5] Group 2 - Guizhou Moutai's controlling shareholder increased holdings by 67,821 shares on September 1 [4] - BYD's new energy vehicle sales reached 373,600 units in August [4] - Chengdu Huami launched a high-precision RF ADC chip [4] - JD Group made a voluntary public acquisition offer to CECONOMY [4] - Sichuan Jinding's subsidiary obtained a mining license [4] - Su Da Weige plans to acquire up to 51% of Changzhou Weipu [4] Group 3 - Guotai Junan Securities expects a balanced market expansion, with a focus on new technology trends and consumer demand, recommending sectors like financials and high-dividend stocks [6] - Dongwu Securities highlights the role of policies in supporting AI applications, suggesting a focus on downstream applications with long-term certainty [7] -招商证券 notes marginal improvements in revenue, recommending attention to midstream manufacturing and healthcare sectors [8]

Group 1 - Dexin Technology clarifies that it does not directly produce solid-state batteries, but its subsidiary provides precision molds and solutions for lithium battery manufacturers and new energy equipment manufacturers [1] - A major shareholder of Dexin Technology reduced their holdings by 2.3351 million shares, accounting for 1% of the company's total share capital [1] - The clarification highlights the company's technological advantages in the supply chain, while the shareholder's reduction may impact market sentiment [1] Group 2 - Teruid announced it is a candidate for a project with a total value of approximately 698 million yuan, with 568 million yuan from China Huadian Group and 129 million yuan from a railway construction project [2] - The company has not yet received a formal notice of winning the bid, and the actual amount will depend on subsequent execution, indicating uncertainty regarding the impact on the company's performance [2] - This news underscores the company's competitiveness in the power and railway construction sectors, with potential positive effects on performance if the bid is confirmed [2] Group 3 - Funeng Technology has completed the development of its second-generation sulfide all-solid-state battery technology, achieving an energy density of 500 watt-hours per kilogram [3] - The company has already sent samples of its first-generation solid-state battery and is making significant progress in battery technology innovation [3] - This breakthrough is expected to create more commercial opportunities for the company and promote technological advancement in the battery industry [3]

丨 2025年9月2日星期二丨 NO.1两连板德新科技：公司不直接生产固态电池 9月1日，德新科技（603032）发布异动公告，截至公告披露日，公司注意到目前市场上对于公司固态电 池概念的热点情况。公司特此说明：公司不直接生产固态电池，子公司东莞致宏精密模具有限公司为下 游锂电池生产企业、新能源设备制造企业提供能满足不同生产工艺、产品性能及应用需求的系列极片自 动裁切高精密模具、高精密模切刀等产品及解决方案。此外，公司一大股东于2025年8月25日通过集中 竞价方式减持其所持有的公司无限售条件流通股233.51万股，占公司总股本的1%。 点评：德新科技发布公告澄清，公司虽不直接生产固态电池，但子公司致宏精密模具为锂电池及新能源 设备制造企业提供关键模具与解决方案，凸显其在产业链中的技术优势。同时，大股东近期减持公司股 份，可能对市场情绪产生短期影响。投资者应关注公司核心技术应用及市场趋势，理性看待大股东减持 行为。 NO.2特锐德：预中标约6.98亿元项目 9月1日，特锐德（300001）公告称，公司为中国华电集团和铁路建设项目的中标候选人，预中标总金额 约6.98亿元。其中，在华电集团的项目中，公司为第一名 ...

Core Viewpoint - The stock of Delixi New Energy Technology Co., Ltd. experienced abnormal trading fluctuations, with a cumulative closing price deviation exceeding 20% over two consecutive trading days [2][3]. Group 1: Stock Trading Abnormalities - The company's stock price increased significantly on August 29 and September 1, 2025, leading to a cumulative closing price deviation of over 20%, which is classified as abnormal trading behavior according to the Shanghai Stock Exchange rules [2][3]. - The company conducted a self-examination and confirmed that there are no undisclosed significant information that should have been disclosed [2][4]. Group 2: Company Operations and Market Conditions - The company noted that it is not directly involved in the production of solid-state batteries, but its subsidiary provides high-precision molds and solutions for lithium battery production and new energy equipment manufacturing [4]. - The company reported that its production and operations are normal, with no significant changes in its business environment expected in the short term [5]. Group 3: Major Events and Shareholder Actions - As of the announcement date, there are no undisclosed major events or transactions involving the company or its major shareholders, including asset restructuring or significant business collaborations [6][8]. - The major shareholder, Xinjiang Uygur Autonomous Region State-owned Assets Investment and Operation Co., Ltd., reduced its holdings by 2,335,100 shares, accounting for 1% of the company's total share capital [8].

贵州茅台：控股股东9月1日增持67821股公司股票，耗资1亿元。 正泰电器：终止分拆子公司正泰安能至上交所主板上市。 成都华微：4通道12位40G高速高精度射频直采ADC芯片发布。 9月1日晚间上市公司公告精选： 【热点】 七连板天普股份：目前公司股价已严重偏离基本面。 二连板德新科技：公司不直接生产固态电池。 二连板国轩高科：公司经营环境未发生重大变化。 *ST高鸿：存在可能因股价低于面值被终止上市风险。 众泰汽车：下属公司资产被强制执行，今年已无法复工复产。 双塔食品：欧盟对中国豌豆蛋白启动反倾销调查。 司尔特：涉嫌信披违规，收到中国证监会立案告知书。 申科股份：披露深圳汇理要约收购结果，9月2日复牌。 【并购】 苏大维格：拟收购常州维普半导体设备有限公司不超51%股权。 柯力传感：拟1.215亿元购买控股子公司华虹科技少数股东部分股权。 【经营数据】 比亚迪股份：8月新能源汽车销量37.36万辆，上年同期销量37.31万辆。 科思科技：核心技术人员梁宏建拟减持公司不超3%股份。 龙旗科技：苏州顺为拟减持公司不超4.09%股份。 上汽集团：8月整车销量36.34万辆，同比增长41.04%。 长城汽车：8月 ...

Company Announcements - DeXin Technology does not directly produce solid-state batteries [1] - Gujia Home intends to invest 1.124 billion yuan in the construction of a self-built base in Indonesia [1] - Samsung Medical signed a contract worth approximately 419 million yuan for an intelligent meter project in Egypt [1] - Keli Sensor plans to acquire 45% equity in Huahong Technology for 122 million yuan [1] - Huaen Technology has repurchased a total of 6.42% of its shares [1] Operational Data - BYD's total sales of new energy vehicles reached 373,600 units in August [1][2] - Great Wall Motors reported total sales of 115,558 units in August, a year-on-year increase of 22.33% [1][2] - Hubei Energy completed a power generation volume of 5.020 billion kilowatt-hours in August, a year-on-year increase of 22.05% [2] - Hanma Technology sold 1,051 trucks in August, a year-on-year increase of 58.05% [2] Shareholding Changes - Shareholder Itochu Asia of Shengtai Group plans to reduce its stake by no more than 3% [1][2] - Qian Mingying and his concerted actor Shen Liang of Dekeli plan to reduce their holdings by a total of no more than 2.9957% [1][3] - Suzhou Shunwei intends to reduce its stake in Longqi Technology by no more than 4.09% [1][3] Other Developments - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy [1][3] - Yibin Technology received a project designation notice from a domestic new energy vehicle company [1][3]