（编辑 李家琪） 证券日报网讯 9月8日晚间，利元亨发布公告称，公司股票交易连续三个交易日（2025年9月4日、2025 年9月5日、2025年9月8日）内收盘价格涨幅偏离值累计达到30%，属于股票交易异常波动情形。经公司 自查，目前生产经营活动一切正常，市场环境、行业政策没有发生重大调整，生产成本和销售等情况没 有出现大幅波动，内部生产经营秩序正常。公司及控股股东、实际控制人不存在应披露而未披露的重大 信息。 ...

重要内容提示： ● 广东利元亨智能装备股份有限公司（以下简称"公司"）股票交易连续 三个交易日（2025 年 9 月 4 日、2025 年 9 月 5 日、2025 年 9 月 8 日）内收盘价 格涨幅偏离值累计达到 30%。根据《上海证券交易所交易规则》《上海证券交易 所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常价格波动 情形。 证券代码：688499 证券简称：利元亨 公告编号：2025-053 广东利元亨智能装备股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 2、经公司自查，并向公司控股股东惠州市利元亨投资有限公司及实际控制 人周俊雄先生、卢家红女士函证核实：截至本公告披露日，除了在指定媒体上已 公开披露的信息外，不存在其他涉及本公司应披露而未披露的重大信息，包括但 不限于筹划并购重组、股份发行、债务重组、业务重组、资产剥离和资产注入等 重大事项。 3、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 4、经核实，公司未发现其 ...

Core Viewpoint - The solid-state battery concept has seen a resurgence in the stock market, with companies like Jinbo Co. and China Electric Research reaching a 20% limit-up, while others like Huasheng Lithium and Liyuanheng have increased by over 10% [1] Group 1: Policy Support - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a plan for the electronic information manufacturing industry for 2025-2026, emphasizing support for solid-state battery technology through national key research and development programs [1] - The policy highlights the government's confidence and determination to advance solid-state battery technology, coinciding with critical milestones in the lithium battery equipment industry [1] Group 2: Industry Growth - The solid-state battery technology is expected to accelerate development due to policy catalysts, with mid-term reviews and bidding for pilot lines for battery and vehicle manufacturers approaching [1] - Equipment companies have started delivering solid-state battery-related equipment to downstream manufacturers since June, indicating a significant increase in orders for solid-state equipment in the first half of the year [1] - The rapid growth in solid-state battery orders suggests a notable acceleration in the industrialization process, with investment opportunities across various segments of the supply chain becoming increasingly apparent [1]

Group 1 - A-shares experienced a strong surge on Friday, with major indices closing significantly higher and a total market turnover of 2.3 trillion yuan, indicating a robust market recovery [1][2] - The market had previously seen a collective decline, raising doubts about the continuation of the bull market, but the strong performance on Friday attracted back investors who were considering exiting [2][3] - The A-share market has shown frequent volatility in high-position sectors, reflecting a divergence between bullish and bearish sentiments, which is characteristic of bull market behavior [2][3] Group 2 - On September 5, the A-share market saw a significant rally in the new energy sector, particularly in battery-related industries, with the entire battery sector rising by 9.29% [4][5] - Key segments within the battery sector, such as lithium batteries and solid-state batteries, saw substantial gains, with many stocks hitting their daily limit up [7] - Major stocks in the battery sector attracted significant net inflows, with amounts ranging from tens of millions to 20 billion yuan, indicating strong investor interest [7] Group 3 - Recent government policies aimed at stabilizing the electronic information manufacturing industry, including quality management for photovoltaic and lithium battery products, have positively influenced market sentiment [10][11] - The announcement of a "反内卷" (anti-involution) policy targeting various industries, including new energy and photovoltaic sectors, has led to increased investor confidence and capital inflows into related stocks [10][11] - The futures market also reflected this optimism, with significant inflows into polysilicon futures, leading to a price surge [12] Group 4 - The photovoltaic industry is expected to see substantial growth in the third quarter, driven by rising prices of polysilicon and other materials, as well as improved demand [25][26] - Companies like Tianqi Lithium are projected to benefit from rising lithium prices, with potential profits significantly increasing compared to previous quarters [26][27] - The overall market remains in a reasonable valuation range, with certain sectors like photovoltaic and lithium batteries expected to continue their upward trajectory due to improving supply-demand dynamics [28]

Core Viewpoint - The solid-state battery equipment sector is witnessing significant growth, with companies like Liyuanheng and XianDao Intelligent achieving substantial stock price increases following the release of a government action plan supporting advanced technologies, including solid-state batteries [1][7]. Group 1: Company Performance - Liyuanheng's stock price surged by 20% on September 5, with a trading volume of 1.717 billion yuan, indicating strong market activity and demand [2][3]. - XianDao Intelligent also experienced a 20% increase in stock price, with a total trading volume of 16.1 billion yuan, reflecting high investor interest [4][5]. - Both companies have successfully delivered solid-state battery equipment, positioning them as key players in the emerging market [1][8]. Group 2: Market Dynamics - The recent government action plan emphasizes the importance of solid-state battery technology and aims to enhance the supply chain's resilience and safety [7]. - Institutional investors show mixed sentiments, with some aggressively buying shares while others are taking profits or reallocating their portfolios [6]. - Foreign investment is notable, with major international firms like Goldman Sachs, UBS, and Morgan Stanley participating in the buying of Liyuanheng shares [2][3].

Core Viewpoint - Li Yuanheng (688499) experienced a significant price increase, closing at 67.86 yuan with a daily limit up of 15% on September 5, 2023, indicating strong market interest and trading activity [1][2]. Trading Activity - The stock had a turnover rate of 15.95% and a price fluctuation of 19.43%, with a total trading volume of 1.717 billion yuan on the same day [1]. - The top five trading departments accounted for a total transaction of 440 million yuan, with a net buying amount of 164 million yuan [1]. Major Buyers and Sellers - The largest buying department was Goldman Sachs (China) Securities, with a purchase amount of 91.5175 million yuan, followed by Guotai Junan Securities with 78.8199 million yuan [2]. - The leading selling department was Haitong Securities, which sold shares worth 38.6258 million yuan [2]. Capital Flow - The stock saw a net inflow of 148 million yuan from main capital on that day, reflecting positive investor sentiment [2].

Group 1 - The solid-state battery sector experienced a significant surge, with a remarkable increase of 7.11% on September 5, driven by investor interest following a statement from XianDao Intelligent about its advancements in solid-state battery technology [1] - Tianhong Lithium Battery saw its stock price soar to 36.51 yuan, marking a 29.98% increase, and its market capitalization rose to 2.491 billion yuan, reflecting strong investor confidence in the sector [1] - The overall net capital inflow into the solid-state battery sector reached 9.609 billion yuan, indicating a robust market sentiment and substantial investment interest [1] Group 2 - Solid-state batteries are recognized as a crucial development direction for next-generation battery technology, offering higher energy density and improved safety compared to traditional lithium batteries [2] - The increasing demands for range and safety in the electric vehicle industry have heightened market expectations for solid-state batteries, leading to significant investment in companies like XianDao Intelligent [2] - Despite the promising outlook, the solid-state battery industry is still in the early stages of research and development, facing challenges such as high costs and complex production processes [2]

Core Viewpoint - The energy storage sector remains highly active, with significant stock price increases observed in related companies, particularly in lithium battery and energy storage sectors [2][5][7]. Market Capitalization Overview - The total market capitalization of the top 100+ energy storage-related companies reached 60,112 billion yuan, with only one company exceeding 1 trillion yuan and another between 900 billion to 1 trillion yuan [2]. - CATL (宁德时代) leads the market with a valuation of 1.48 trillion yuan, reflecting an increase of 3.4 billion yuan since the beginning of the year [5][11]. - BYD ranks second with a market cap of 977.91 billion yuan, showing a 23.99% increase since January 2 [7][11]. - Sungrow Power Supply (阳光电源) has seen its market cap rise to 280.6 billion yuan, an increase of 88.21% since the start of the year [7][11]. Company Performance Highlights - CATL maintained its position as the global leader in energy storage cell shipments, with over 50 GWh expected in the first half of 2025 [5]. - BYD's total installed capacity for new energy vehicle power batteries and energy storage batteries reached approximately 23.175 GWh in August, with a cumulative total of 180.051 GWh from January to August [7]. - Sungrow Power Supply's energy storage system business surpassed its photovoltaic inverter business for the first time, generating 17.8 billion yuan in revenue in the first half of the year, a year-on-year increase of 128% [7]. Significant Market Capitalization Increases - Companies with over 100% increase in market capitalization since the beginning of the year include: - Li Yuan Heng (利元亨) with a 209.96% increase, primarily providing solid-state battery equipment [9]. - Xian Dao Intelligent (先导智能) with an increase of 181.09%, benefiting from the recovery of domestic battery manufacturers [9]. - Xing Yun Co., Ltd. (星云股份) with a 152% increase [9]. - Haibo Si Chuang (海博思创) saw its market cap double from 153.49 billion yuan to 324.53 billion yuan since its listing [10]. Summary of Market Capitalization Changes - A detailed table shows the market capitalization changes of various companies from January 2 to September 5, 2025, highlighting significant increases for companies like CATL, BYD, and Sungrow Power Supply [11][13].

Core Insights - The perovskite battery concept has seen a significant increase of 5.67%, ranking fourth among concept sectors, with 54 stocks rising, including notable gainers like Xian Dao Intelligent and Li Yuan Heng, which hit the 20% limit up [1][2] Market Performance - The perovskite battery sector attracted a net inflow of 4.305 billion yuan, with 43 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows. Leading the inflow was Xian Dao Intelligent with 1.968 billion yuan [2][3] - Other notable stocks with significant net inflows include Longi Green Energy (0.408 billion yuan), Tongwei Co. (0.356 billion yuan), and Huagong Technology (0.353 billion yuan) [2] Stock Performance - Top performers in the perovskite battery sector included: - Xian Dao Intelligent: +20.01% with a turnover rate of 19.94% and a net inflow of 1.968 billion yuan [3] - Li Yuan Heng: +20.00% with a net inflow rate of 8.64% [4] - Mingyang Smart Energy: +9.97% with a net inflow rate of 18.04% [5] - Stocks with the highest net inflow ratios included Xizi Clean Energy (22.02%), Mingyang Smart Energy (18.04%), and Yaopi Glass (15.13%) [3][5] Decliners - The stocks with the largest declines included China Nuclear Power (-0.46%), Huangshi Group (-0.26%), and Lushan New Materials (-0.08%) [1][6]

Core Insights - The PET copper foil sector has seen a significant increase of 5.88%, ranking third among concept sectors in terms of growth [2] - A total of 44 stocks within this sector experienced gains, with notable stocks like XianDao Intelligent and LiYuanHeng hitting the 20% limit up [2] - The sector attracted a net inflow of 3.277 billion yuan from major funds, with XianDao Intelligent leading the inflow at 1.968 billion yuan [2][3] Market Performance - The top-performing concept sectors for the day included: - Solid-state batteries: +6.90% - Sodium-ion batteries: +6.72% - PET copper foil: +5.88% - Perovskite batteries: +5.67% - Two-wheeled vehicles: +5.52% [2] Fund Flow Analysis - Major fund inflow ratios were led by: - GuangHua Technology: 41.16% - OuKe Technology: 29.90% - JieMei Technology: 19.52% [3] - The top stocks by fund inflow included: - XianDao Intelligent: 1.968 billion yuan - DaDongNan: 280.10 million yuan - GuangHua Technology: 218.74 million yuan [4]