厦钨新能发布异动公告，公司股票于2025年9月4日、9月5日、9月8日连续三个交易日内日收盘价格涨幅 偏离值累计超过30%，属于股票交易异常波动情形。经公司自查并向控股股东书面发函查证，截至本公 告披露日，不存在应披露而未披露的重大信息。经公司自查，公司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。 ...

新京报贝壳财经讯 9月8日，固态电池概念股再度活跃，厦钨新能盘中一度20cm涨停，至收盘，收涨 15.49%。上海洗霸、天际股份、泰坦股份等股此前涨停，华盛锂电、宏工科技涨幅居前。 ...

联储证券指出，在未来智能网联汽车新周期下，汽车零部件板块得到智能化拓展，整个汽车板块有望迎 来全面的估值提升。2025 年智驾功能进一步升级、成熟，智驾系统上车门槛进一步降低，高阶智驾下 沉至中低端市场，渗透率不断提升，"车路云"一体化成效显著，未来有望进一步扩大示范范围。全行业 聚焦智能化、网联化，叠加AI赋能，预计相关产业链规模将进一步扩张，相关板块和个股有望迎来EPS 的迅速增长。 【捕捉车联网时代投资机遇】 相比当前市场上主要的新能源车指数（如新能源车指数），智能电动车ETF（516380）及其联接基金 （A类：013475 / C类：013476）跟踪的智能电车指数，在聚焦电气化上游龙头基础上，还覆盖了较多 汽车智能化龙头标的，包括智能座舱、智能驾驶、摄像头、汽车电子等板块核心龙头。在汽车"电动化 +智能化"时代，看好智能电动车产业长期发展机遇的投资者，或可重点关注。 消息面上，9月4日，工业和信息化部、市场监督管理总局联合印发《电子信息制造业2025—2026年稳增 长行动方案》，其中明确指出通过国家重点研发计划相关领域重点专项，持续支持全固态电池等前沿技 术方向基础研究。全固态电池技术再次被国家 ...

从机构评级来看，近一个月该股获9家机构买入评级。9月5日国信证券发布的研报给予公司优于大市评 级。9月1日华创证券发布的研报给予公司强推评级，预计公司目标价为69.41元。8月28日银河证券发布 的研报给予公司推荐评级。（数据宝） （文章来源：证券时报网） 融资融券数据显示，该股最新（9月5日）两融余额为3.90亿元，其中，融资余额为3.82亿元，较上一个 交易日减少3798.60万元，降幅为9.05%；融券余额为864.65万元，较上一个交易日增加149.79万元，增 幅为20.95%。近10日两融余额合计增加533.95万元，增幅为1.39%，其间融资余额增长0.67%，融券余额 增长47.61%。 8月21日公司发布的半年报数据显示，上半年公司共实现营业收入75.34亿元，同比增长18.04%，实现净 利润3.07亿元，同比增长27.76%。 9月8日盘中科创板股厦钨新能涨停，截至10:45，股价报82.09元，成交16.92亿元，换手率4.48%，振幅 15.48%。 科创板个股中，截至发稿上涨的共有269只，涨幅在10%以上的共有11只，涨幅较高的有厦钨新能、德 龙激光、思林杰等，分别上涨20.00 ...

Core Insights - The report highlights breakthroughs in solid-state battery technology by leading companies such as EVE Energy, Putailai, and Xiamen Tungsten, benefiting from advancements in the energy storage sector [1][3] - A new supply-demand cycle is anticipated in the industry, emphasizing the importance of leading companies and flexible strategies [2] Group 1: Solid-State Battery Developments - EVE Energy's solid-state battery research institute in Chengdu has unveiled the "Longquan No. 2" all-solid-state battery, featuring a capacity of 10Ah and an energy density of 300Wh/kg, aimed at humanoid robots [1][3] - The Chengdu facility is being constructed in two phases, with the first phase expected to be completed by December 2025, achieving a manufacturing capacity of 60Ah batteries [3] - The solid-state battery industry aims to reach an energy density of 400Wh/kg and 1000Wh/L by 2025, accelerating the industrialization process [3] Group 2: Energy Storage Market Growth - Global energy storage battery shipments are projected to reach 258GWh in the first half of 2025, representing a year-on-year increase of 106% [1][4] - Chinese companies dominate the global energy cell shipment rankings, holding all top ten positions and accounting for 91.2% of the global market share [1][4] - Emerging overseas markets, such as Saudi Arabia, Australia, and Chile, have seen Chinese companies secure 199 new overseas energy storage orders, totaling over 160GWh, a year-on-year growth of 220.28% [4] Group 3: Photovoltaic and Silicon Industry Insights - The Chinese energy storage sector continues to gain global market share, with companies like CATL, Sungrow, EVE Energy, and others benefiting from this trend [4] - The Ministry of Industry and Information Technology has issued a plan to eliminate "involution" competition in the photovoltaic sector, promoting orderly development and capacity management [4][5] - China's polysilicon production reached 596,000 tons in the first half of 2025, with GCL-Poly's granular silicon cash cost dropping to 25.31 yuan/kg, potentially leading to profitability by August-September [5]

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 - On September 5, Xiamen Tungsten New Energy (688778) closed at 68.41 yuan, reaching the daily limit with a trading volume of 1.52 billion yuan and a turnover rate of 4.65% [1] Trading Performance - The stock was listed on the Sci-Tech Innovation Board due to a price increase of 15% at the close of trading [1] - The stock experienced a trading range of 19.91% throughout the day [1] Capital Flow - The net inflow of main funds for the stock was 126 million yuan on that day [1] - The top five trading departments accounted for a total transaction amount of 561 million yuan, with a net buying amount of 96.57 million yuan [1] Buying and Selling Details - The top buying department was the Shanghai-Hong Kong Stock Connect, with a purchase amount of 1.52 billion yuan [1] - The top selling department was also the Shanghai-Hong Kong Stock Connect, with a selling amount of 9103.62 million yuan [1] - Institutional specialized seats had a net purchase of 46.34 million yuan [1]

厦门厦钨新能源材料股份有限公司 2025 年第二次临时股东大会会议材料 厦门厦钨新能源材料股份有限公司 2025 年第二次临时股东大会会议材料 厦门厦钨新能源材料股份有限公司董秘办公室编制 二〇二五年九月 1 厦门厦钨新能源材料股份有限公司 2025 年第二次临时股东大会会议材料 目 录 | 2025 | 年第二次临时股东大会议程 3 | | --- | --- | | 关于召开 | 2025 年第二次临时股东大会的通知 4 | | | 议案一：关于修订《公司章程》并取消监事会的议案 10 | | | 议案二：关于废止、修订部分公司治理制度的议案 11 | 2 厦门厦钨新能源材料股份有限公司 2025 年第二次临时股东大会会议材料 厦门厦钨新能源材料股份有限公司 2025 年第二次临时股东大会议程 会议时间：2025 年 9 月 12 日 14 点 30 分 会议地点：福建省厦门市海沧区柯井社 300 号之一公司 105 会议室 会议主持人：董事长杨金洪先生 | 序号 | 会议议程 | | --- | --- | | 一 | 宣布出席会议的股东人数及其所代表的股份数额 | | 二 | 推举计票员和监票员 | ...

Summary of Key Points Core Viewpoint - A total of 135 stocks received buy ratings from institutions today, with 17 stocks receiving initial attention from institutions, indicating a strong interest in the market and potential investment opportunities [1]. Institutional Ratings - 140 buy rating records were published today, with 29 of these providing future target prices. 13 stocks have an upside potential exceeding 20%, with AVIC Optoelectronics showing the highest potential at 61.62% [1]. - Notable stocks with high upside potential include Noli Shares at 48.46% and United Imaging Healthcare at 37.22% [1]. - 17 stocks received initial buy ratings from institutions, including Haimeixing and Hengli Hydraulic [1]. Market Performance - Stocks rated with buy ratings saw an average increase of 3.27%, outperforming the Shanghai Composite Index. 119 stocks experienced price increases, with several hitting the daily limit up [1]. - Stocks with significant declines included Noli Shares, Agricultural Bank, and Shoufang Environmental Protection, with declines of 3.23%, 2.93%, and 1.26% respectively [1]. Industry Focus - The most favored industries include power equipment and machinery, each with 17 stocks listed in the buy rating category. The pharmaceutical and communication sectors also attracted attention, with 15 and 6 stocks respectively [2]. - Specific stocks receiving multiple buy ratings include Betaini, Kebo Da, AVIC Optoelectronics, and Yunnan Baiyao, each with two buy ratings [2][3]. Detailed Stock Information - A selection of stocks with buy ratings includes: - Betaini (2 ratings, +2.22% today, PE 40.30) in beauty care - Kebo Da (2 ratings, +10.00% today, PE 27.44) in automotive - AVIC Optoelectronics (2 ratings, +0.57% today, PE 28.83) in defense and military [2][3]. - Other notable stocks include: - Yunnan Baiyao (2 ratings, +1.06% today, PE 14.56) in pharmaceuticals - Zhonglian Heavy Industry (2 ratings, +0.41% today, PE 11.39) in machinery [2][3]. Additional Stock Ratings - Additional stocks with single buy ratings include: - Xuji Electric (1 rating, +2.09% today, PE 18.44) in power equipment - Xugong Machinery (1 rating, -0.20% today, PE 13.29) in machinery - China Rare Earth (1 rating, +2.33% today, PE 174.07) in non-ferrous metals [3][4].

（责任编辑：康博） 中国经济网北京9月5日讯 厦钨新能(SH:688778)今日股价涨停，截至收盘报68.41元，涨幅20.00%， 总市值345.26亿元。 ...