Group 1 - The core viewpoint of the article highlights the strong demand in the energy storage and solid-state battery sectors, driven by unexpected increases in lithium iron phosphate (LiFePO4) production, which is expected to boost upstream lithium salt and phosphoric chemical industries [1][10]. - According to Dongwu Securities, the shortage of energy storage cells is expected to persist until the second half of 2026, with low-priced orders seeing a price increase of 1-3 cents per watt-hour, leading to significant improvements in manufacturer profitability [2]. - The production capacity of various companies is projected to increase significantly, with notable expansions planned for companies like Hunan YN and Fulin Precision, indicating a robust growth trajectory in the energy storage market [3]. Group 2 - The A-share market experienced a collective rise, with major indices showing significant gains, particularly in the financial sector, which saw a surge in trading volume and investor confidence [10][29]. - The energy storage sector is rebounding strongly, with leading battery manufacturers reporting full production capacity and some orders extending into early next year, reflecting the ongoing demand [11]. - The satellite communication sector is also gaining traction, with major telecom companies receiving licenses to operate satellite mobile communication services, enhancing communication capabilities in various applications [14].

| 交易日期 | 证券調核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-29 | 万润新能 | 688275 | 65,64 | 656.4 | 10 | 机构专用 | 第12章 2018年 | 移 | | 2025-09-29 | 万润新能 | 688275 | 65.64 | 656.4 | 10 | 送商量需劈ຮອສ | 委常委员兼党员 | Ka | 9月29日，万润新能大宗交易成交20万股，成交额1312.8万元，占当日总成交额的2.55%，成交价65.64 元，较市场收盘价65.64元持平。 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 9月29日一开盘，湖南裕能、万润新能两只股票就开启暴走模式，尤其是万润新能以20%的涨幅直接封板涨停，湖南裕能 涨幅超过10%。当然龙蟠科技、德方纳米、富临精工、安达科技等其他主营磷酸铁锂的上市企业也均有相当可观的涨幅。 当然以上产能测算是包含了各家企业成本高但未开启的老产线、未刨去刚投产尚处于投料测试中的产线、以及未刨去用 一烧产线做二烧产品造成的产能折损，如果刨去以上三点影响因素下，核算出的产能利用率将会更高。 | 删自选 均线 复权 图 预测 更多 > ▼ | K R | 万润新能 688275 | | | | --- | --- | --- | --- | --- | | 6600898 | 67 53 | 65.64 +10.94 +20.00% 固定 | | | | 65.64 | | | | | | | 李比 | | नों | 家 | | | | | 4 分析 固态电池+磷酸 | | | | 60.02 | | 当前封单额:3.73亿 | | | | | 冻得 | 封单占成交:74. ...

Group 1 - The solid-state battery concept sector rose by 2.96%, ranking 7th among concept sectors, with 228 stocks increasing in value [1] - Notable gainers in the solid-state battery sector included Wanrun New Energy, which hit a 20% limit up, and Tianqi Materials, Fengshan Group, and Xiangtan Electric, which also reached their daily limit [1] - The top gainers in the sector were Hunan Youneng, Haibo Sichuang, and Lingge Technology, with increases of 18.29%, 15.02%, and 14.39% respectively [1] Group 2 - The solid-state battery sector saw a net inflow of 1.388 billion yuan, with 152 stocks receiving net inflows, and 14 stocks exceeding 100 million yuan in net inflows [2] - Tianqi Materials led the net inflow with 983.3 million yuan, followed by Ganfeng Lithium, Duofluor, and CATL with net inflows of 551 million yuan, 497 million yuan, and 464 million yuan respectively [2][3] - The top stocks by net inflow ratio included Fengshan Group, Duofluor, and Tianji Co., with net inflow ratios of 52.26%, 46.70%, and 42.84% respectively [3] Group 3 - The solid-state battery sector's performance was highlighted by the significant daily trading volume and turnover rates of key stocks, indicating strong investor interest [4][5] - Stocks such as Tianqi Lithium and Huaneng Technology also showed notable trading activity, with turnover rates of 5.92% and 10.21% respectively [4] - The overall market sentiment towards the solid-state battery sector remains positive, as evidenced by the substantial capital inflows and stock performance [2][3]

Core Viewpoint - The sodium-ion battery concept has seen a significant increase in stock prices, with a 3.08% rise, ranking fifth among concept sectors, indicating growing investor interest and potential in this technology [1][2]. Group 1: Market Performance - As of September 29, the sodium-ion battery sector had 116 stocks rising, with notable performers including Wanrun New Energy, which hit a 20% limit up, and Tianqi Materials, Fengshan Group, and Xiangtan Electric, all reaching their daily limit up [1]. - The top gainers in the sector included Tianqi Technology (up 14.36%), Haike New Source (up 12.96%), and Huasheng Lithium (up 12.41%) [1][9]. - Conversely, leading decliners included Xian Dao Intelligent (down 3.59%), Zongshen Power (down 2.00%), and Yunnan Energy Investment (down 1.43%) [1]. Group 2: Capital Inflow - The sodium-ion battery sector attracted a net inflow of 1.289 billion yuan, with 64 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2]. - Tianqi Materials led the net inflow with 983.3 million yuan, followed by Duofluor and Ningde Times with net inflows of 497 million yuan and 464 million yuan, respectively [2][3]. - The highest net inflow ratios were observed in Fengshan Group (52.26%), Duofluor (46.70%), and Tianji Shares (42.84%) [3]. Group 3: Stock Performance Metrics - Key stocks in the sodium-ion battery sector showed significant daily performance, with Tianqi Materials rising by 10.01% and Duofluor by 9.98% [3]. - The turnover rates for these stocks varied, with Tianqi Materials at 15.72% and Duofluor at 5.11%, indicating active trading [3]. - Other notable performers included Yiwai Lithium Energy (up 8.30%) and Guoxuan High-Tech (up 4.04%) [3].

证券之星消息，9月29日电池板块较上一交易日上涨4.46%，万润新能领涨。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688275 | 万润新能 | 65.64 | 20.00% | 7.91万 | | 5.02亿 | | 301358 | 湖南裕能 | 53.94 | 18.29% | 48.37万 | | 25.26亿 | | 688116 | 天奈科技 | 68.27 | 14.36% | 29.51万 | | 19.47亿 | | 301292 | 海科新渡 | 20.31 | 12.96% | 1 20.86万 | | 4.09亿 | | 688353 | 不容细电 | 44.29 | 12.41% | 12.64万 | | 5.45 乙 | | 301150 | 中一科技 | 41.57 | 10.27% | 19.59万 | | 8.01亿 ...

Market Overview - A-shares experienced a strong rally on September 29, with the Shanghai Composite Index rising over 1% at one point, and the ChiNext Index increasing over 3% [2] - The Shanghai Composite Index closed up 0.9% at 3862.53 points, the Shenzhen Component Index rose 2.05% to 13479.43 points, and the ChiNext Index increased 2.74% to 3238.01 points, with total market turnover nearing 2.2 trillion yuan [2] Brokerage Sector Performance - The brokerage sector surged, with an increase of over 7% at one point and closing up over 5% [3] - Notable stocks included Huatai Securities, Guosheng Securities, and GF Securities hitting the daily limit, while CITIC Securities approached the limit with a nearly 6% rise [3] Hong Kong Market - In the Hong Kong market, major brokerage firms such as GF Securities, Huatai Securities, and CITIC Securities saw their shares rise over 10% [4] Institutional Insights - Institutions suggest that the brokerage sector is likely to attract market attention during the third-quarter earnings disclosure period, benefiting from both strong performance and valuation recovery [5] Solid-State Battery Sector - The solid-state battery concept saw significant gains, with Wanrun New Energy hitting a 20% limit up, and other companies like Hunan Yuno and Haibo Technology also experiencing substantial increases [6] - The solid-state battery technology is advancing towards commercialization, with significant developments reported by Tsinghua University and companies like Panasonic and SK On [9]

沪深京三市全天成交额21781亿元，较上日放量120亿元。全市场超3500只个股上涨。 板块题材上，证券、电池、有色金属、钢铁、peek材料概念股涨幅居前；教育、猪肉、煤炭、化学制药板块跌幅居前。 9月29日，A股三大指数集体上涨。截至收盘，上证指数涨0.9%，深证成指涨2.05%，创业板指涨2.74%，北证50涨0.69%。 | 肥ホ立局 | 4.92% 12.74亿 博迁新材 | | --- | --- | | 881267 | | | 证券 | 4.40% 113.43亿 广发证券 | | 881157 | | | 电池 | 4.22% 68183.83万 万润新能 | | 881281 | | | 贵金属 | 3.60% 10.04亿 招金黄金 | | 881169 | | | 工业金属 | 2.58% 93374.81万 盛达资源 | | 881168 | | | 钢铁 | 2.47% 86111.15万 钒钛股份 | | 881112 | | | 多元金融 | 2.20% 27320.79万 鲁信创投 | | 881283 | | | 光伏设备 | 2.00% 10.71亿 易成新能 | | 88 ...

9月29日，A股午后强势拉升，沪指一度涨超1%，创业板指一度涨超3%；港股亦走强，恒生指数涨近2%，恒生科技指数涨超2%。 港股方面，截至发稿，广发证券、华泰证券、申万宏源香港、中信证券、东方证券等均涨超10%。 具体来看，沪指早盘窄幅震荡，午后在券商、保险等板块的带动下强势上攻，一度涨超1%；深证成指、创业板指则更强势。截至收盘，上证指数上涨0.9%报 3862.53点，深证成指上涨2.05%报13479.43点，创业板指上涨2.74%报3238.01点。全市场成交额近2.2万亿元。 市场整体活跃，券商板块午后集体走高，广发证券、华泰证券、国盛金控涨停，中信证券盘中一度逼近涨停；保险板块亦拉升，中国人寿一度涨超4%；有 色、钢铁、化工、燃气等资源股全线上扬；固态电池、储能概念等表现活跃，万润新能、易成新能等涨停，海博思创股价突破300元大关续创新高；人形机器 人概念强势，日盈电子、科达利等涨停。 券商板块爆发 券商板块午后一度涨超7%，截至收盘，该板块仍涨超5%。个股方面，华泰证券、国盛金控、广发证券涨停；中信证券涨近6%，盘中一度逼近涨停；东方财 富涨近6%，成交额突破300亿元，全市场排第一。 消息面上 ...

今日，A股三大指数集体上涨，深成指、创业板指均涨超2%；截至收盘，沪指涨0.9%报3862点，深证 成指涨2.05%，创业板指涨2.74%。全市场成交额2.18万亿元，较前一交易日增量120亿元，超3500股上 涨。 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | | 上证指数 | 3862.53 | +34.43 | +0.90% | | 000001 | | | | | 深证成指 | 13479.43 | +270.43 | +2.05% | | 399001 | | | | | 创业板指 | 3238.01 | +86.48 | +2.74% | | 399006 | | | | | 北证50 | 1539.47 | +10.50 | +0.69% | | 899050 | | | | | 科创50 | 1470.41 | +19.59 | +1.35% | | 000688 | | | | | | | | 다해줄[ | 消息面上，央行会议指出，要落实落细适度宽松的货币政策，引导金融机构加大货币信贷投放力度，用 好证券、基金、保险公司互换便利和股票回 ...