10月24日，博迁新材大宗交易成交57万股，成交额2907万元，占当日总成交额的7.65%，成交价51元，较市场收盘价56.29元折价9.4%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-24 | 博迁新材 | 605376 | 21 | 612 | 12 | 华泰证券股份有限公司南京分公司 | 有限公司 上海 国际公司 上海 | | 2025-10-24 | 博迁新材 | 605376 | 51 | 612 | 12 | 浙商证券股公有限 | 有限公司主要 有限公司主持 | | 2025-10-24 | 博迁新材 | 605376 | 51 | 612 | 12 | 車限公司与量不齐 | 動画 香港免品 香港免费 | | 2025-10-24 | 博迁新材 | 605376 | 51 | 306 | 6 | 甲国银河站 宁波尔 | 有限公司 | | 2025-10-24 | 博迁新材 | 6053 ...

证券之星消息，10月24日能源金属板块较上一交易日上涨0.89%，永兴材料领涨。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。能源金属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) | | --- | --- | --- | --- | --- | --- | --- | | 002756 | 永兴材料 | 40.48 | 4.12% | | 23.28万 | 9.46 乙 | | 605376 | 博迁新材 | 56.29 | 3.93% | | 6.27万 | 3.51亿 | | 002192 | 融捷股份 | 43.58 | 3.71% | | 26.10万 | 11.50亿 | | 301219 | 腾远钻业 | 65.78 | 2.10% | | 5.79万 | 3.79亿 | | 300618 | 塞锐铝业 | 48.03 | 1.89% | | 12.36万 | 5.92亿 | | 002466 | 天齐锂业 | 48.61 | 1.25% | | 77.20万 | 37.94亿 | ...

第1笔成交价格为51.00元，成交14.00万股，成交金额714.00万元，溢价率为-9.11%，买方营业部为广发 证券股份有限公司佛山灯湖东路证券营业部，卖方营业部为国泰海通证券股份有限公司上海黄浦区合肥 路证券营业部。 进一步统计，近3个月内该股累计发生18笔大宗交易，合计成交金额为8004.02万元。该股近5个交易日 累计下跌1.04%，主力资金合计净流出6293.87万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 10月21日，博迁新材收涨1.19%，收盘价为56.11元，发生1笔大宗交易，合计成交量14万股，成交金额 714万元。 ...

| DC 200 BES THE LED WAY 交易日期 | 证券商标 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 奥出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 025-10-21 | 博迁新材 | 605376 | 51 714 14 | 受賞受賞品 | ESSENT | Ki | 10月21日，博迁新材大宗交易成交14万股，成交额714万元，占当日总成交额的2.53%，成交价51元， 较市场收盘价56.11元折价9.11%。 ...

Investment Rating - Industry Investment Rating: Overweight [1] Core Views - The price of large storage battery cells continues to rise, indicating strong demand in the energy storage sector. The domestic independent energy storage market is expected to grow due to supportive policies [5][30]. - The domestic offshore wind power sector remains in a high-growth phase, with significant projects such as the 500MW offshore wind project in Hainan officially starting construction [4][21]. - The photovoltaic industry shows stable pricing across the supply chain, with strong overseas demand supporting battery prices [3][14]. Summary by Sections Photovoltaics - The price of silicon wafers and battery cells continues to rise, while module prices remain stable. Strong overseas market demand is a key driver for the price trends [3][14]. - The Qinghai 136 document has initiated bidding for renewable energy projects, with a total mechanism electricity scale of 22.41 billion kWh [14][15]. - GCL-Poly's third-quarter profit reached 960 million yuan, showcasing resilience in a competitive environment [16]. Wind Power - The domestic offshore wind power sector is experiencing high growth, with significant projects like the 500MW offshore wind project in Yangjiang receiving preliminary approval [4][20]. - The Zhejiang offshore wind project has awarded contracts for ±500kV DC submarine and land cables, indicating ongoing investment in infrastructure [20]. Energy Storage - The average price of large storage battery cells has risen to 0.308 yuan/Wh, reflecting strong demand and supply dynamics [25][30]. - In September, the domestic energy storage market saw a significant increase in new installations, with a total of 3.08GW/9.17GWh added, marking a year-on-year growth of 205% in power and 171% in capacity [26]. - The PJM region in the U.S. faces urgent energy storage needs, requiring the deployment of 16-23GW of storage systems over the next 7 to 15 years to meet increasing load demands [27][29]. Hydrogen Energy - The green methanol project is set to receive national subsidies, with companies like Fuan Energy investing in significant production capacity [31][39]. - The hydrogen energy sector is experiencing favorable development trends, with national support for new technologies and financing becoming more accessible [39]. Electric Grid Equipment - NVIDIA's release of the 800V DC white paper highlights the need for high-voltage direct current solutions in data centers, driven by increased power density and load variability [40]. - Investment opportunities in the electric grid sector include companies involved in high-voltage direct current technology and related equipment [41]. Electric Vehicles - The government has launched a three-year plan to double charging facilities, aiming for 28 million nationwide by the end of 2027 [42][45]. - The heavy-duty truck market has seen a nearly 80% year-on-year increase in sales, indicating strong demand and market recovery [45]. Humanoid Robots - A strategic partnership between Zhaofeng and German company Neura has been established, focusing on humanoid robot technology and significant order potential [47][49]. - The humanoid robot sector is entering a phase of small-batch production, with investment opportunities in companies with new technologies and strong order visibility [50].

Market Overview - The energy metals sector experienced a decline of 5.61% on October 14, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Individual Stock Performance - Tengyuan Diamond (301219) closed at 68.68, down 11.24% with a trading volume of 226,400 shares and a transaction value of 1.636 billion [1] - BQ Materials (605376) closed at 56.70, down 7.88% with a trading volume of 147,300 shares and a transaction value of 863 million [1] - Cold Sharp Diamond (300618) closed at 50.77, down 7.67% with a trading volume of 265,300 shares and a transaction value of 1.398 billion [1] - Huayou Cobalt (603799) closed at 65.17, down 7.53% with a trading volume of 1,571,000 shares and a transaction value of 10.657 billion [1] - Jidian Mining (600711) closed at 10.42, down 6.13% with a trading volume of 3,028,600 shares and a transaction value of 3.336 billion [1] - Tianqi Lithium (002466) closed at 46.98, down 5.61% with a trading volume of 738,800 shares and a transaction value of 3.591 billion [1] - Cangge Mining (000408) closed at 57.13, down 5.48% with a trading volume of 202,100 shares and a transaction value of 266.6 million [1] - Yongxing Materials (002756) closed at 38.14, down 4.10% with a trading volume of 179,800 shares and a transaction value of 701 million [1] - Shengxin Lithium Energy (002240) closed at 19.05, down 4.08% with a trading volume of 442,300 shares and a transaction value of 867 million [1] - Yongshan Lithium (6633399) closed at 9.84, down 3.15% with a trading volume of 144,200 shares and a transaction value of 144 million [1] Capital Flow Analysis - The energy metals sector saw a net outflow of 3.027 billion from main funds, while retail funds had a net inflow of 2.13 billion [1] - The table shows the capital flow for individual stocks, indicating varying levels of net inflow and outflow among different companies [2]

Group 1 - The core point of the news is that Boqian New Materials experienced a decline in stock price, dropping by 5.07% to 58.43 CNY per share, with a trading volume of 348 million CNY and a turnover rate of 2.19%, resulting in a total market capitalization of 15.285 billion CNY [1] - Boqian New Materials, established on November 5, 2010, and listed on December 8, 2020, specializes in the research, production, and sales of high-end metal powder materials for electronics [1] - The company's main revenue composition includes nickel-based products at 76.28%, copper-based products at 10.27%, other supplementary products at 6.34%, silver powder at 4.95%, and alloys at 2.16% [1] Group 2 - Longsheng Fund has a significant holding in Boqian New Materials, with its Longsheng Transformation Upgrade Mixed Fund (001197) holding 156,800 shares, unchanged from the previous period, accounting for 3.14% of the fund's net value, making it the second-largest holding [2] - The Longsheng Transformation Upgrade Mixed Fund was established on April 21, 2015, with a latest scale of 192 million CNY, achieving a year-to-date return of 24.67% and a one-year return of 17.79% [2] - The fund manager, Wang Bingfang, has been in position for 3 years and 86 days, with the fund's total asset scale at 370 million CNY, experiencing a best return of -4.08% and a worst return of -47.99% during his tenure [3]

下游客户为保未来稳定供应，抢先与博迁新材签订长协以锁定公司产能。公司近期与重要客户X公司签 署《战略合作协议书》，协议约定公司在自2025年8月到2029年12月底总计近4年半的时间里向客户X供 应5420-6495吨镍粉产品，平均每年供应量与公司2024年一年出货量几乎持平，且平均单价范围远超24 年公司镍粉销售均价。 大算力驱动AI服务器功耗上升，整体稳定性受到较大挑战。为维护服务器内部高功耗电路稳定运行， 更多、性能更好的MLCC被广泛应用于GPU等高性能芯片电源周围、电压调节模块周围、封装基板内部 等，而镍粉是MLCC中关键的内电极材料。 AI服务器发展要求MLCC朝着小型化、高容化和耐高温等方向升级迭代，进而推动其中作为内电极原材 料的镍粉向着小粒径、高纯度、耐高温等方向发展。 小粒径、高纯度镍粉具有极高的技术壁垒，公司采用自研的PVD法生产的镍粉具有粉体得率高，显微组 织均匀，振实密度高、合金元素分布均匀等优势，制粉环节所需的生产设备均为公司自行设计并组装。 公司在生产各环节均积累了大量know-how，尤其是高温金属蒸发环节，率先实现了80nm粒径镍粉的量 产并保持全球大批量独供至今。 风险提示 ...

Core Viewpoint - The market focus is on several stocks showing significant price movements, particularly in the biotechnology and semiconductor sectors, indicating investor interest and potential growth opportunities [1] Group 1: Biotechnology Sector - Bluefeng Biochemical (蓝丰生化) has reached a trading limit up, marking its seventh consecutive increase [1] Group 2: Semiconductor Sector - Shanzi Gaoke (山子高科) opened high at 5.19%, achieving its eighth increase over 13 days [1] - Huajian Group (华建集团), a Shanghai microelectronics concept stock, opened high at 1.08%, marking its eighth increase over 14 days [1] Group 3: Non-ferrous Metals Sector - Jingyi Co., Ltd. (精艺股份) opened high at 7.93%, achieving its fourth increase over five days [1] - Boqian New Materials (博迁新材) opened low at 0.66%, indicating a potential decline after its second increase [1] Group 4: Lithium Battery Sector - Tianji Co., Ltd. (天际股份) opened high at 3.45%, marking its third increase [1]

Market Overview - A-shares ended September with all major indices rising, with the ChiNext Index up approximately 12%, marking a three-year high, and the Sci-Tech 50 Index up over 11%, reaching a nearly four-year high [1] - The Shanghai Composite Index rose 12.73% in Q3, while the Shenzhen Component Index increased by 29.25%, and the ChiNext Index surged by 50.40% [1] - On September 30, the Shanghai Composite Index closed at 3882.78 points, up 0.52%, and the Shenzhen Component Index closed at 13526.51 points, up 0.35% [1] Sector Performance Non-Ferrous Metals - The non-ferrous metals sector saw significant gains, with companies like Jiangxi Copper and Jingyi Co. hitting their daily limit up [2][3] - The cobalt market experienced a sharp increase, with the average price of 1 cobalt reaching 337,000 CNY/ton, a rise of 29,000 CNY, marking the largest single-day increase this year [3] - Factors contributing to this surge include tightening global supply and strong domestic demand in the new energy sector [3][6] Semiconductor Sector - The storage chip sector was notably active, with Jiangbolong and Huahong Semiconductor reaching new highs, with Jiangbolong hitting a 20% limit up [7] - NAND flash prices are expected to rise by 5%-10% in the coming quarters due to high demand in the enterprise SSD market [9] Military Trade - The military trade sector saw a rise, with companies like Guorui Technology and AVIC Shenfei hitting their daily limit up [10] - Increased global security concerns due to the worsening situation in the Middle East are expected to boost defense spending, enhancing demand for Chinese military equipment [10]