Group 1 - The core viewpoint of the news is that the solid-state battery concept stocks in the A-share market have collectively strengthened, with significant price increases observed in various companies [1][2] - Companies such as Lijia Technology saw a rise of 22.73%, while Zhongwei Co. increased by 11.89%, indicating strong market interest and investor confidence in solid-state battery technology [2] - The total market capitalization of Lijia Technology is 2.617 billion, and Zhongwei Co. has a market cap of 40.7 billion, reflecting their substantial presence in the market [2] Group 2 - Recent reports indicate a surge in orders for solid-state battery production equipment, with total new and existing orders exceeding 30 billion, representing a year-on-year increase of 70% to 80% [2][3] - Financial analysis suggests that since 2025, breakthroughs in solid-state battery technology have accelerated, with multiple automotive companies planning to adopt all-solid-state batteries around 2027, indicating a faster industrialization process [3] - The ongoing establishment of pilot production lines and the restart of lithium battery expansion cycles are expected to improve the fundamentals of equipment companies, suggesting a positive outlook for the industry [3]

Group 1 - The core viewpoint of the article highlights the strong performance of solid-state battery concept stocks in the A-share market, driven by a surge in orders for solid-state battery production equipment [1] - Companies such as Lijia Technology saw a rise of over 22%, while Zhongwei Co. and Hangke Technology increased by over 11% and 10% respectively, indicating a broad market interest in this sector [1][2] - According to Shenzhen High-tech Lithium Battery Co., the total new and existing orders for major equipment companies exceeded 30 billion yuan, with a year-on-year growth rate of 70% to 80% [1] Group 2 - Financial reports suggest that since 2025, solid-state battery technology has made significant breakthroughs, with several automotive companies planning to adopt all-solid-state batteries around 2027, accelerating the industry's commercialization process [1] - The ongoing establishment of pilot production lines and the restart of lithium battery expansion cycles are expected to improve the fundamentals of equipment companies, with a positive outlook on the resonance between industry cycles and technological advancements [1]

消息面上，近期，固态电池生产设备企业订单激增引发资本市场广泛关注。据深圳市高工锂电有限公司 不完全统计，2025年上半年，无锡先导智能装备股份有限公司、海目星激光科技集团股份有限公司、深 圳市赢合科技股份有限公司、广东利元亨智能装备股份有限公司等多家头部设备企业披露的新签及在手 订单总额已超过300亿元，同比涨幅高达70%至80%。 责任编辑：栎树 A股市场固态电池概念股集体走强，其中，力佳科技找那个超22%，中伟股份涨超11%，杭可科技、宁 新新材涨超10%，力王股份涨近10%，武汉蓝电、海博思创涨超8%，中仑新材涨超7%，东方锆业、派 能科技、灵鸽科技、亿纬锂能涨超6%，恩捷股份、科恒股份、长虹能源、珠海冠宇、泰坦股份涨超 5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | --- | --- | --- | --- | --- | | 835237 | 力佳科技 | | 22.73 | 26.17亿 | | 300919 | 中伟股份 | → | 11.89 | 407亿 | | 688006 | 杭可科技 | 被 | 10.78 | 195亿 | | 839719 | 宁新新材 | 1 ...

截至2025年9月4日 09:52，中证电池主题指数强势上涨3.63%，成分股杭可科技上涨13.41%，中伟股份上涨11.40%，珠海冠宇上涨9.53%，上能电气、亿纬锂 能等个股跟涨。电池ETF嘉实(562880)上涨3.65%。拉长时间看，截至2025年9月3日，电池ETF嘉实近1周累计上涨10.61%。 截至9月3日，电池ETF嘉实近1年净值上涨59.85%。从收益能力看，截至2025年9月3日，电池ETF嘉实自成立以来，最高单月回报为31.11%，最长连涨月数 为4个月，最长连涨涨幅为34.63%，上涨月份平均收益率为8.13%。 固态电池产业化进程提速，中金公司指出，固态电池具备高安全性与高能量密度，有望成为下一代锂电池技术方向。随着材料创新与工艺迭代加速，其商业 化进程加快，预计2030年全球固态电池出货量将达到808GWh。 该机构认为，eVTOL及消费电子领域有望率先实现规模化量产，推动固态电池规模化降本，随后在动力领域逐步量产装车。全固态电池技术路线持续收 敛，电解质、正极、负极、集流体等材料端均有明确发展方向，设备端价值量明显提升，产业链相关企业有望迎来投资机会。 数据显示，截至2025年 ...

（原标题：社保基金持有79只科创板股：新进20股 增持21股） 财报季，社保基金持股动向曝光！二季度末社保基金共现身79只个股前十大流通股东榜，新进20只，增持21只。 证券时报·数据宝统计显示，社保基金最新出现在79只科创板股前十大流通股东名单中，合计持股量3.40亿股，期末持股市值合计154.70亿元。持 股变动显示，新进20只，增持21只，减持20只，18只股持股量保持不变。新进股中，益方生物、金盘科技、新致软件等持股量居前。 社保基金持有科创板股中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是合合信息，共有4家社保基金出现在前十大流通股 东名单中，即汇添富基金管理股份有限公司-社保基金17022组合、全国社保基金一一一组合、全国社保基金四一一组合、全国社保基金一一零组 合，分别位列公司第二大、第五大、第八大、第十大流通股东，持股量合计为195.87万股，占流通股比例为7.00%。 从持股比例看，社保基金持有比例最多的是安达智能，持股量占流通股比例为11.90%，其次是合合信息，社保基金持股比例为7.00%，持股比例 居前的还有聚和材料、三一重能、南微医学等。持股数量方面，社保基金持股数 ...

南方财经记者冯玉怡 珠海报道 近日，A股上市公司2025年半年报披露收官，珠海A股上市公司亦交出年中成绩单。 珠海芯片"双子星"延续高景气行情。炬芯科技受智能音箱、可穿戴设备等消费电子芯片在AIoT中的需 求回暖，同时该公司重点切入低功耗蓝牙、智能语音处理芯片，市场应用场景扩展，呈现成本控制改 善，毛利率回升。全志科技主攻智能终端、车载电子芯片，在智能汽车电子化浪潮中受益，其产品在国 产替代需求下渗透率提升，加上公司加大研发投入，推出高性能SoC芯片，较快抢占新兴市场。 另一专注于工业控制与智能制造相关芯片和系统解决方案的智迪科技，切中中国制造业数字化升级趋 势，公司在细分市场逐渐占据稳定地位，下游客户拓展顺利，收入结构优化。 今年上半年，珠海39家A股军团总体营收达1823.3亿元，同比增长6.2%，延续稳步扩张态势；归母净利 润174.0亿元，同比下降8.9%，显示盈利质量仍受行业周期与成本压力影响。与此形成鲜明对比的是， 经营性现金流净额暴增逾三倍，达428.66亿元，反映企业在资产盘活、收并购和运营改善中回笼资金的 力度不断增强。 这一组数字背后，是珠海产业结构与资本布局的深度调整，既有传统制造与地产 ...

格隆汇9月3日丨珠海冠宇(688772.SH)在互动平台表示，在固态电池方面，公司积极推进固态电池的相 关研究，通过持续研发改进，目前公司的固态电池样品已具备了良好的安全性能及循环寿命，后续进展 情况请关注公司公告或定期报告披露的信息。 ...

格隆汇9月3日丨珠海冠宇(688772.SH)在互动平台表示，在固态电池方面，公司积极推进固态电池的相 关研究，通过持续研发改进，目前公司的固态电池样品已具备了良好的安全性能及循环寿命，后续进展 情况请关注公司公告或定期报告披露的信息。 ...

聚焦汽车低压锂电池，核心客户订单增量有望缩减业务亏损。面对行业竞争加剧和产能充裕的情况，公 司适时调整动力和储能电池项目的建设进度，严格控制产能释放节奏。聚焦汽车低压锂电池和无人机电 池业务，25H1 公司实现汽车低压锂电池出货量超70 万套。25H1 公司主营动力及储能类业务的子公司 浙江冠宇实现收入9.7 亿元，同比增长140%，其中汽车低压锂电池和行业无人机电池收入占比为86%。 投资建议：公司电池产品应用领域持续拓展，当前覆盖下游应用包括消费电子终端、汽车、无人机等， 公司有望充分受益核心客户技术升级及份额提升。我们预计公司2025-2027 年营收分别为135/170/198 亿 元，归母净利润分别为6.1/14.3/20.3 亿元。首次覆盖，给予"强烈推荐"评级。 25H1 利润稳健增长，变更折旧会计准则增厚近几年利润。2025H1 公司实现营业总收入61 亿元， YoY+14%，实现归母净利润1.2 亿元，YoY+15%，实现扣非归母净利润0.45 亿元，YoY+74%。公司 2025 年变更房屋及建筑物折旧年限从3-20 年延长至3-40 年、部分设备从5 年延长至8 年，有望进一步增 厚未来 ...

Group 1 - The report highlights that the performance of various sectors such as electronics, home appliances, non-bank financials, machinery, non-ferrous metals, computers, food and beverage, defense, telecommunications, media, and agriculture is improving [3][25]. - From the perspective of earnings surprises, industries with the highest upward revisions in net profit forecasts from June 30, 2025, to August 30, 2025, include steel, non-ferrous metals, beauty care, non-bank financials, and banks [3][27]. - The report identifies a phenomenon of profit discontinuity, where the lowest price on the first trading day after earnings announcements is higher than the highest price on the previous trading day, particularly in sectors like food and beverage, beauty care, non-bank financials, banks, and transportation [3][27]. Group 2 - In August, major equity indices in the A-share market continued to rise, with the ChiNext index increasing by 24.13% [4][31]. - The central bank's net fund injection in August was 446.6 billion yuan, indicating a slight tightening of liquidity towards the end of the month [4][31]. - The report notes a rebound in non-ferrous metals, while oil prices have slightly declined, and pork prices remain low [4][31]. Group 3 - The global semiconductor industry is experiencing structural prosperity driven by rapid growth in AI computing demand, accelerated terminal intelligence, recovery in automotive electronics, and deepening domestic substitution [11][25]. - In Q2 2025, the semiconductor sector reported revenues of 133.66 billion yuan and a net profit of 10.63 billion yuan, indicating a clear trend of profit recovery [11][25]. - The report suggests focusing on sectors such as storage, power, foundry, ASIC, and SoC for their earnings elasticity, as well as equipment materials and domestic substitution in computing chips [11][25]. Group 4 - The U.S. fixed income market is the largest globally, with a market size of 58.2 trillion USD in 2024, accounting for 40.10% of the global total [9][38]. - As of Q1 2025, the U.S. fixed income market's outstanding amount reached 47.44 trillion USD, with U.S. Treasury bonds making up over 60% of this figure [9][38]. - The report indicates that the issuance volume in the U.S. fixed income market for the first half of 2025 was 5.70 trillion USD, reflecting a 14.21% increase compared to the same period in 2024 [9][38]. Group 5 - The report emphasizes the importance of AI applications across various sectors, including gaming, healthcare, marketing, education, finance, and office productivity, highlighting the ongoing integration of AI technologies [6][34]. - The AI sector is expected to see significant growth driven by government policies promoting the integration of AI into key industries [6][34]. - The satellite internet industry is also noted for its rapid development, with low-orbit satellites driving innovation across the supply chain [6][34].