证券之星消息，8月11日电池板块较上一交易日上涨1.94%，万润新能领涨。当日上证指数报收于 3647.55，上涨0.34%。深证成指报收于11291.43，上涨1.46%。电池板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002733 雄韬股份 | | | 2.80 Z | 20.55% | -1.51 Z | -11.11% | -1.28 Z | -9.44% | | 300432 富临精工 | | | 2.18亿 | 7.95% | -1.42 Z | -5.18% | -7607.55万 | -2.77% | | 300014 亿纬锂能 | | | 1.67 Z | 5.18% | -9458.62万 | -2.93% | -7246.41万 | -2.25% | | 002709 天赐材料 | | | 1.66 Z | 10.92% | -8719.18万 | ...

Group 1 - The core viewpoint of the news is that lithium carbonate futures have reached a three-month high due to the suspension of mining operations at the Jiangxiawo mine by CATL, leading to a significant impact on lithium supply and prices [1][2][3] - On August 11, lithium carbonate futures contracts hit the daily limit, with the main contract (2511) rising by 8% to 81,000 yuan/ton [1] - The A-share lithium mining sector saw strong performance, with companies like Shengxin Lithium Energy, Jiangte Motor, and Tianqi Lithium all hitting the daily limit, while others like Zhongmin Resources and Ganfeng Lithium rose over 9% [1] Group 2 - The suspension of mining at CATL's Jiangxiawo mine is expected to reduce domestic lithium carbonate production by approximately 6,000 tons per month, accounting for about 8.5% of the domestic monthly output [2] - The phosphate iron lithium battery sector also showed activity, with companies like Xinzhou Bang and Wanrun New Energy seeing significant gains [1] - CATL confirmed that the mining license for the Yichun project has expired, and they are in the process of applying for a renewal, indicating that the overall impact on operations is not significant [1][2]

Core Viewpoint - The company is making steady progress in the development of high-pressure, high-density lithium iron phosphate batteries in collaboration with CATL, meeting the technical specifications set by customers [1] Group 1 - The company confirmed that the development of high-pressure, high-density products is proceeding according to the established R&D schedule [1] - Product performance is currently meeting the technical indicators proposed by customers [1] - Validation progress is reported to be smooth [1]

Group 1 - The average premium of the latest closing prices of listed Sci-Tech Innovation Board stocks compared to their issue prices is 117.77%, with 144 stocks experiencing a decline in price [1][2] - Among the 589 listed Sci-Tech Innovation Board stocks, 444 stocks have a closing price higher than their issue price, while 144 stocks have fallen below their issue price [1][2] - The stock with the highest premium is Shuangwei New Materials, with a closing price that is 3676.98% higher than its issue price, followed by Hotgen Biotech and Baile Tianheng with premiums of 1163.70% and 1108.14% respectively [1][2] Group 2 - The stock with the largest decline is Wanrun New Energy, with a closing price that is 78.93% lower than its issue price, issued at 299.88 yuan [1][2] - ST Pava follows with a decline of 76.47%, issued at 51.88 yuan, and other notable declines include Chengda Bio at 71.31% and Tianyi New Materials at 65.75% [2][3] - The average price-to-earnings ratio for Wanrun New Energy is 75.25 times, significantly higher than the industry average of 19.21 times [1][2] Group 3 - The data shows a significant number of stocks experiencing price declines, with several stocks like Kangsino and Jindike also showing declines of over 50% [2][3] - The trend indicates a potential market correction for certain sectors within the Sci-Tech Innovation Board, particularly for companies with high initial valuations [1][2] - The overall performance of the Sci-Tech Innovation Board reflects a mixed sentiment among investors, with a substantial number of stocks still trading at a premium despite the presence of several underperformers [1][2]

科创板股最新收盘价较发行价平均溢价118.34%，其中，142股出现破发。 证券时报·数据宝统计显示，已上市的589只科创板股中，最新收盘价较发行价平均溢价118.34%，其 中，收盘价较发行价溢价的有446只，溢价幅度最高的是上纬新材，最新收盘价较发行价溢价 3534.29%，热景生物、百利天恒、安集科技等紧随其后，分别溢价1237.28%、1139.64%、1083.81%。 最新收盘价较发行价出现折价的有142只，也即是破发。 破发幅度最大的是万润新能，最新价较发行价折价78.81%，该股2022年9月29日上市，发行价为299.88 元，发行市盈率为75.25倍，行业平均市盈率为19.21倍，公司主要从事锂电池正极材料的研发、生产和 销售。 科创板股破发幅度排名 | 代码 | 简称 | 上市日期 | 发行价（元） | 最新收盘价（元） | 较发行价折溢价（%） | | --- | --- | --- | --- | --- | --- | | 688275 | 万润新能 | 2022.09.29 | 299.88 | 41.90 | -78.81 | | 688184 | ST帕瓦 | 2022.09 ...

Industry Overview - The performance of the Shenwan Electric New Energy sector decreased by 2.62%, ranking 24th among 31 industries, while the Shenwan Public Utilities sector fell by 1.84%, ranking 13th [1][2] - During the same period, the CSI 300 index declined by 1.75%, and the Wind Information All A index dropped by 1.09% [2] Key Developments - The Ministry of Industry and Information Technology (MIIT) has initiated energy-saving inspections for 41 polysilicon companies to promote energy conservation and green development in the polysilicon industry [2] - Abu Dhabi Future Energy Company (Masdar) and Spanish company Iberdrola have partnered to invest in the UK's largest offshore wind project with a capacity of 1.4 GW, setting a new reference for international cooperation in renewable energy [2] Company Insights - CATL (Contemporary Amperex Technology Co., Limited) anticipates small-scale production of solid-state batteries by 2027, with larger-scale production expected around 2030 [3] - Guangdong Province has decided to raise the capacity price for coal and gas power plants, with coal power capacity price set at 165 yuan per kilowatt per year starting January 1, 2026 [3] Investment Recommendations - The report maintains a "recommended" rating for the electric new energy and public utility sectors, suggesting to focus on leading photovoltaic companies such as Aiko Solar, Longi Green Energy, and Tongwei Co., Ltd. [4] - In the wind power sector, it is advised to pay attention to component manufacturers like Jinlei Co., Ltd. and Dayun Heavy Industry [5] - For lithium battery investments, companies in the iron-lithium and anode segments such as Hunan Youneng and Shanghai Xiba are highlighted [5]

证券时报·数据宝统计显示，已上市的589只科创板股中，最新收盘价较发行价平均溢价116.81%，其 中，收盘价较发行价溢价的有447只，溢价幅度最高的是上纬新材，最新收盘价较发行价溢价 4443.07%，热景生物、百利天恒、安集科技等紧随其后，分别溢价1105.04%、1102.27%、1087.29%。 最新收盘价较发行价出现折价的有141只，也即是破发。 科创板股最新收盘价较发行价平均溢价116.81%，其中，141股出现破发。 破发幅度最大的是万润新能，最新价较发行价折价78.95%，该股2022年9月29日上市，发行价为299.88 元，发行市盈率为75.25倍，行业平均市盈率为19.21倍，公司主要从事锂电池正极材料的研发、生产和 销售。 其次是ST帕瓦，该股2022年9月19日上市，最新价较发行价折价76.58%，发行价为51.88元，发行市盈率 为93.68倍，行业平均市盈率为29.25倍，公司主要从事新能源电池材料的研发、生产和销售。 成大生物最新价较发行价折价70.99%，天宜新材最新价较发行价折价65.45%，中科微至最新价较发行 价折价61.35%，康希诺最新价较发行价折价60.04%， ...

成大生物最新价较发行价折价71.07%，天宜新材最新价较发行价折价66.00%，康希诺最新价较发行价 折价61.65%，中科微至最新价较发行价折价61.65%，金迪克最新价较发行价折价57.21%。（数据宝） 科创板股破发幅度排名 科创板股最新收盘价较发行价平均溢价114.49%，其中，143股出现破发。 证券时报·数据宝统计显示，已上市的589只科创板股中，最新收盘价较发行价平均溢价114.49%，其 中，收盘价较发行价溢价的有445只，溢价幅度最高的是上纬新材，最新收盘价较发行价溢价 3686.03%，热景生物、安集科技、百利天恒等紧随其后，分别溢价1090.17%、1085.87%、1079.76%。 最新收盘价较发行价出现折价的有143只，也即是破发。 破发幅度最大的是万润新能，最新价较发行价折价79.04%，该股2022年9月29日上市，发行价为299.88 元，发行市盈率为75.25倍，行业平均市盈率为19.21倍，公司主要从事锂电池正极材料的研发、生产和 销售。 其次是ST帕瓦，该股2022年9月19日上市，最新价较发行价折价76.75%，发行价为51.88元，发行市盈率 为93.68倍，行业平 ...

万润新能投资者关系活动记录表显示，三季度一般为行业传统销售旺季，目前公司排产情况良好。同 时，公司上半年在客户开拓方面持续发力，随着战略客户的订单放量和新客户的顺利导入，预计公司三 季度有望保持较高的产能利用率水平，实现产销两旺。 此外，万润新能在固态电池布局方面稳步推进。公司表示，在正极材料方面，公司已申请多项与高能量 密度正极材料、材料包覆技术相关的专利，部分技术可服务于固态电池的材料需求，如针对正极材料表 面改性的专利技术，有助于改善其与固态电解质的界面接触。同时，公司在高镍三元、富锂锰基等高能 量密度正极材料方面已有研发布局，以匹配固态电池对高电压窗口和长循环寿命的要求。 固态电解质方面，公司在聚合物、氧化物、硫化物等不同路线固态电解质方面布局研发，其中部分型号 已向客户进行了小批量送样测试工作。 近日，万润新能(688275)发布的投资者关系活动记录表显示，7月份有19家机构对万润新能进行调研。 在三季度经营展望、库存管理、固态电池布局、行业反内卷等方面，公司与平安养老、天弘基金等机构 进行了深度交流。公司表示，固态电池部分型号已进行了小批量送样测试工作。 固态电解质小批量送样测试 随着新能源战略的 ...

8月4日，沪深两融数据显示，万润新能上周累计获融资净买入额1402.77万元，居两市第499位，上周融 资买入额7236.10万元，偿还额5833.33万元。 万润新能所属概念板块包括：电池、湖北板块、破净股、专精特新、沪股通、融资融券、预盈预增、机 构重仓、储能、钠离子电池、固态电池、锂电池。 资金流方面，万润新能近5日主力资金流出984.88万元，区间跌幅1.64%；近10日主力资金流出1982.95 万元，区间跌幅1.41%。 天眼查商业履历信息显示，湖北万润新能源科技股份有限公司，成立于2010年，位于十堰市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本12611.8463万人民币，实缴资本 6177.0055万人民币。公司法定代表人为刘世琦。 通过天眼查大数据分析，湖北万润新能源科技股份有限公司共对外投资了18家企业，参与招投标项目49 次，知识产权方面有商标信息28条，专利信息266条，此外企业还拥有行政许可79个。 ...