| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688148 | 芳源股份 | 8.01 | 12.50% | 64.16万 | 5.06亿 | | 301349 | 信德新材 | 45.00 | 11.94% | 11.26万 | 5.01亿 | | 301358 | 湖南裕能 | 61.58 | 8.99% | 31.94万 | 19.86亿 | | 300619 | 金银河 | 40.20 | 7.20% | 16.40万 | 6.46亿 | | 688275 | 万润新能 | 63.06 | 6.57% | 7.77万 | 4.89亿 | | 301217 | 铜冠铜箔 | 32.10 | 6.05% | 51.03万 | 16.26亿 | | 002074 | 国轩高科 | 44.73 | 6.00% | 149.49万 | 67.61亿 | | 301511 | 德福科技 | 35.44 | 5.29% | 54.03万 | 19.20亿 | | 301292 | 海科新源 | 27 ...

证券时报·数据宝统计，截至今日上午收盘，上证综指3991.35点，收于五日均线之上，涨跌幅1.04%，A 股总成交额为15760.10亿元。到目前为止，今日有722只A股价格突破了五日均线，其中乖离率较大的个 股有龙竹科技、永福股份、先锋新材等，乖离率分别为15.40%、14.16%、13.24%；艾布鲁、新华医 疗、云南白药等个股乖离率较小，刚刚站上五日均线。 10月27日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 920445 | 龙竹科 | 20.22 | 12.58 | 12.21 | 14.09 | 15.40 | | | 技 | | | | | | | 300712 | 永福股 份 | 19.98 | 9.37 | 25.61 | 29.24 | 14.16 | | 300163 | 先锋新 材 | 18.01 | 27.91 | 3.76 | 4 ...

中信证券表示，2025年储能政策推动储能电池需求超预期增长，单车带电量提升以及以旧换新政策带动 动力电池需求提高。预计全球储能及动力电池景气度有望延续，锂盐需求料将继续超预期。锂行业投资 高峰期已过，未来主要增量来自现有项目的增产或爬坡，锂资源供应增速预计会逐步下滑。9月锂盐冶 炼厂的库销比为28%，降至2022年的水平，锂盐库存水平达到极限值。预计2025年—2028年全球锂行业 供应过剩量分别为10.1万吨、7.8万吨、2.9万吨、1.1万吨，锂供需将逐渐转为紧平衡，锂价底部有望抬 升，预计2026年锂价运行区间为8万元/吨—10万元/吨。建议关注在锂价触底反弹过程中可能受益的低 成本标的以及拥有优质矿山资产的公司。 数据显示，2025年1—9月中国动力及储能电池产量为1121.9GWh，同比增长62.7%，增速显著高于2024 年。受益于国内储能行业政策推动，2025年1—9月储能电池销量同比增长75.5%，招标容量同比增长 178%。 锂矿概念27日盘中发力走高，截至发稿，新迅达大涨近17%，大为股份涨停，芳源股份涨逾9%，国轩 高科涨超6%，西部矿业、盛新锂能涨逾3%。 ...

芳源股份 20251024 摘要 2025 年三季度方圆股份业绩增长受益于产销量和产能利用率提升，特 别是木头项目产能逐步释放，虽利用率约五成，已覆盖基本成本。 高镍二元、NCM 等前驱体及硫酸钴销量大增，硫酸钴全部使用回收原料， 降低采购成本，叠加钴价上涨，显著提升毛利。 日本技术输出项目确认收入 5 亿日元，贡献利润约 2000 万，预计四季 度还将确认 2 亿多日元收入，未来总收入预计约 20 亿日元。 前驱体和硫酸钴各自贡献利润一半左右，硫酸镍结晶亏损。高镍二元毛 利不高，NCA、NCM 等产品毛利约 15%-16%。碳酸锂因利用率低而 亏损，计划增加外部原料以提高产量至 1,000 吨以上。 2025 年一季度毛利率约 10%，二季度升至 20%，三季度达 30%，受 益于库存收益和涨价因素，其中涨价因素占一半。 公司使用回收料生产硫酸钴，每月处理量 1,500 吨，年底预计达 2000 吨，目标 2026 年每月 3,000-4,000 吨。预计 2025 年全年产销量约 1.2 万吨，2026 年目标 1.6-1.8 万吨。 NC 高镍二元前驱体主要由方圆股份供应机器人领域，月供约 200 吨， ...

股票代码：688148 股票简称：芳源股份 债券代码：118020 债券简称：芳源转债 广东芳源新材料集团股份有限公司 向不特定对象发行可转换公司债券 第五次临时受托管理事务报告 （2025 年度） 债券受托管理人 二〇二五年十月 重要声明 本报告依据《公司债券发行与交易管理办法》《关于广东芳源新材料集团股 份有限公司向不特定对象发行可转换公司债券之债券受托管理协议》（以下简称 "《受托管理协议》"）《广东芳源新材料集团股份有限公司向不特定对象发行可 转换公司债券募集说明书》（以下简称"《募集说明书》"）等相关规定，由本次 债券受托管理人中国国际金融股份有限公司编制。中金公司编制本报告的内容及 信息均来源于广东芳源新材料集团股份有限公司提供的资料或说明。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为中金公司所作的承诺 或声明。在任何情况下，投资者依据本报告所进行的任何作为或不作为，中金公 司不承担任何责任。 1 中国国际金融股份有限公司（以下简称"中金公司"）作为广东芳源新材料集 团股份有限公司（以下简称"芳源股份"、"发行人"或"公 ...

Market Overview - The battery sector experienced a decline of 1.32% on the previous trading day, with Fangyuan Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the battery sector included: - Defu Technology (301511) with a closing price of 32.80, up 3.76% [1] - Naconor (920522) at 59.50, up 2.73% [1] - Anfu Technology (603031) at 38.43, up 1.32% [1] - Significant decliners included: - Fangyuan Co., Ltd. (688148) at 7.11, down 8.61% [2] - Boliview (688345) at 36.31, down 6.71% [2] - Zhongke Electric (300035) at 23.21, down 6.18% [2] Capital Flow - The battery sector saw a net outflow of 3.468 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.103 billion yuan [2][3] - The main capital inflow and outflow for specific stocks included: - Defu Technology (301511) with a net inflow of 1.69 billion yuan from main investors [3] - Fangyuan Co., Ltd. (688148) with a net outflow of 813.62 million yuan from retail investors [3]

芳源股份10月21日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 开源证券股份有限公司西安西大街证券营业部 | 2069.65 | | 中信证券股份有限公司上海分公司 | 1497.61 | | 东亚前海证券有限责任公司苏州分公司 | 1427.92 | | 华鑫证券有限责任公司上海宛平南路证券营业部 | 1209.87 | | 国泰海通证券股份有限公司总部 | 990.89 | | 卖出营业部名称 | 卖出金额(万元) | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 1235.93 | | 中信证券股份有限公司上海分公司 | 1224.24 | | 机构专用 | 1061.69 | | 华泰证券股份有限公司郑州经三路证券营业部 | 1059.50 | | 华林证券股份有限公司江门冈州大道证券营业部 | 655.60 | （文章来源：证券时报网） 10月21日芳源股份（688148）收盘价7.78元，收盘涨停，全天换手率12.08%，振幅11.62%，成交额4.65 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报· ...

Group 1 - Pinggao Electric reported a 6.98% increase in revenue to 8.436 billion yuan and a 14.62% increase in net profit to 982 million yuan for the first three quarters of 2025 [1] - Wanchen Group achieved a 77.37% increase in revenue to 36.562 billion yuan and a staggering 917.04% increase in net profit to 855 million yuan for the first three quarters of 2025 [2] - Xintian's revenue decreased by 10.42% to 481 million yuan, with a net profit decline of 35.19% to 91.9 million yuan for the first three quarters of 2025 [3] Group 2 - Chuangye Heima reported a revenue drop of 35.68% to 102 million yuan and a net loss of 24.93 million yuan for the first three quarters of 2025 [4] - Huaxin New Materials saw a 16.11% increase in revenue to 265 million yuan and an 18.56% increase in net profit to 40.81 million yuan for the first three quarters of 2025 [5] - Meihua Medical's revenue increased by 3.28% to 1.194 billion yuan, but net profit fell by 19.25% to 208 million yuan for the first three quarters of 2025 [6] Group 3 - Silica Technology reported a 24.30% increase in revenue to 2.651 billion yuan and a 44.63% increase in net profit to 229 million yuan for the first three quarters of 2025 [7] - Anada experienced a revenue decline of 6.03% to 1.31 billion yuan and a net loss of 46.37 million yuan for the first three quarters of 2025 [8] - StarNet Ruijie achieved a 19.20% increase in revenue to 14.168 billion yuan and a 31.06% increase in net profit to 344 million yuan for the first three quarters of 2025 [9] Group 4 - New Link Electronics reported a revenue decrease of 0.37% to 550 million yuan but a significant net profit increase of 421.43% to 535 million yuan for the first three quarters of 2025 [10] - Tianyin Electromechanical's revenue fell by 22.75% to 581 million yuan, with a net profit decline of 56.10% to 24.27 million yuan for the first three quarters of 2025 [11] - Hengtong Co. reported a revenue decrease of 39.29% to 1.05 billion yuan, but a net profit increase of 78.33% to 176 million yuan for the first three quarters of 2025 [12] Group 5 - Xigao Institute achieved a 15.05% revenue increase to 651 million yuan and a 21.28% net profit increase to 198 million yuan for the first three quarters of 2025 [13] - Good Housewife reported a revenue decrease of 0.91% to 1.059 billion yuan and a net profit decline of 24.79% to 143 million yuan for the first three quarters of 2025 [14] - China Pharmaceutical's subsidiary received approval for Vitamin B6 injection, indicating a positive development in its product pipeline [20] Group 6 - Xi Zhong Technology received approval for the issuance of convertible bonds, indicating potential for future capital raising [22] - Chengda Bio signed a strategic cooperation agreement with the Chinese Academy of Microbiology, focusing on infectious disease prevention [25] - Fuyuan Pharmaceutical received a drug registration certificate for Dydrogesterone tablets, enhancing its product offerings [26] Group 7 - Zhehai Deman received 8.1202 million yuan in land acquisition compensation, indicating a successful resolution of land-related issues [27] - Zhongjin Irradiation announced the resignation of its deputy general manager, indicating potential changes in management [29] - Hendi Pharmaceutical received a drug registration certificate for Febuxostat tablets, expanding its product portfolio [30] Group 8 - David Medical's subsidiary received a medical device registration certificate for a surgical stapler, enhancing its product offerings [32] - Liaoning Energy announced plans for a share reduction by a major shareholder, indicating potential changes in ownership structure [34] - Fengyuan Co. signed a framework agreement for the supply of lithium iron phosphate, indicating growth in its supply chain [35] Group 9 - Shengda Resources announced the resumption of construction at a mining site, indicating recovery from previous operational disruptions [37] - Shiyuan Co. reported a revenue increase of 5.45% to 18.087 billion yuan, but a net profit decline of 6.81% to 867 million yuan for the first three quarters of 2025 [39] - Feilida reported a revenue decrease of 6.81% to 4.659 billion yuan, but a net profit increase of 49.1% to 33.19 million yuan for the first three quarters of 2025 [40] Group 10 - Changyuan Donggu reported a revenue increase of 29.75% to 1.648 billion yuan and a net profit increase of 76.71% to 274 million yuan for the first three quarters of 2025 [41] - Liyuanheng reported a net profit of 47.49 million yuan for the first three quarters of 2025, indicating stable performance [42] - Fangyuan Co. reported a net loss of 121 million yuan for the first three quarters of 2025, indicating challenges in its operations [43] Group 11 - China Mobile reported a revenue increase of 0.4% to 794.7 billion yuan and a net profit increase of 4% to 115.4 billion yuan for the first three quarters of 2025 [44] - Huangshanghuang reported a revenue decrease of 5.08% to 1.379 billion yuan but a net profit increase of 28.59% to 101 million yuan for the first three quarters of 2025 [46] - Youcai Resources announced plans to invest approximately 150 million yuan in a new materials production base project [47] Group 12 - Huawei Technology announced plans to invest up to 20 million euros in two German subsidiaries [49] - China Shipbuilding projected a net profit increase of 144.42% to 170.85% for the first three quarters of 2025, indicating strong performance [51] - Aeston's subsidiary plans to transfer a 48% stake in a company for 245 million yuan, indicating strategic divestment [52] Group 13 - Jinxinno plans to raise up to 292 million yuan through a private placement, indicating potential for expansion [53] - China Power Construction reported a 5.04% increase in new contract amounts to 904.527 billion yuan for the first three quarters of 2025 [54] - Helitai reported a net profit increase of 101.45% to 17.81 million yuan for the first three quarters of 2025 [55] Group 14 - Xuefeng Technology reported a revenue decrease of 8.28% to 4.183 billion yuan and a net profit decline of 34.6% to 394 million yuan for the first three quarters of 2025 [57] - Juzhi Technology reported a revenue increase of 21.40% to 615 million yuan and a net profit increase of 33.78% to 82.47 million yuan for the first three quarters of 2025 [59] - Jinxi Axle reported a revenue decrease of 0.11% to 872 million yuan but a net profit increase of 268.03% to 22.11 million yuan for the first three quarters of 2025 [60] Group 15 - Longsheng Technology reported a revenue increase of 10.13% to 1.810 billion yuan and a net profit increase of 36.89% to 210 million yuan for the first three quarters of 2025 [62] - Shannon Chip Creation announced plans for a share reduction by a major shareholder, indicating potential changes in ownership structure [63]

证券之星消息，10月21日电池板块较上一交易日上涨2.09%，芳源股份领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。电池板块个股涨跌见下表： 从资金流向上来看，当日电池板块主力资金净流入11.68亿元，游资资金净流出8182.68万元，散户资金 净流出10.86亿元。电池板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301292 | 海科新浪 | 29.29 | -6.18% | 33.72万 | | 10.06亿 | | 688353 | 保障审审 | 45.47 | -5.37% | 9.59万 | | 4.47 Z | | 603026 | 石大胜华 | 55.62 | -4.22% | 13.50万 | | 7.61亿 | | 300619 | 金银河 | 36. ...

今年前三季度，公司实现营业收入14.9亿元，同比增长5.29%；归属于上市公司股东的净利润为-1.21亿元，上年同期为-1.19亿 元；归属于上市公司股东的扣非净利润为-1.22亿元，上年同期为-1.41亿元；经营活动产生的现金流量净额为-5982.97万元，上年同 期为-2799.06万元。 | 币种: | | --- | | 单位: 人民币 元 | 中国经济网北京10月21日讯 芳源股份（688148.SH）昨日晚间披露2025年第三季度报告。 和发行手续费等与发行可转换公司债券直接相关的外部费用234.63万元（不含税）及以自有资金预付的承销保荐费50.00万元（不 含税）后，公司本次募集资金净额为63,836.97万元。 芳源股份上市以来2次募资共计募集资金10.08亿元。 | 项目 | 本报告期 | 本报告期比 上年同期增 | 年初至报告期末 | 年初至报告期 末比上年同期 | | --- | --- | --- | --- | --- | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 590,427,764.64 | 57.30 | 1 ...