（文章来源：证券日报） 证券日报网讯五矿新能11月14日在互动平台回答投资者提问时表示，截至11月10日，持股人数为47， 519户。 ...

11月14日，五矿新能涨5.07%，截至发稿，报9.32元/股，成交7.22亿元，换手率4.15%，总市值179.80亿 元。五矿新能股价已经连续3天上涨，区间累计涨幅18.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华夏基金旗下1只基金重仓五矿新能。华夏稳进增益一年持有混合A（017912）三季度持有 股数1.34万股，占基金净值比例为0.32%，位居第三大重仓股。根据测算，今日浮盈赚取约6030元。连 续3天上涨期间浮盈赚取1.88万元。 华夏稳进增益一年持有混合A（017912）成立日期2023年8月11日，最新规模2419.81万。今年以来收益 1.88%，同类排名7717/8140；近一年收益2.28%，同类排名7385/8056；成立以来收益7.47%。 华夏稳进增益一年持有混合A（017912）基金经理为靖博灵。 资料显示，五矿新能源材料(湖南)股份有限公司位于湖南省长沙市岳麓区沿高路61号，成立日期2002年 6 ...

锂电池概念掀涨停潮。 11月13日，A股主要指数低开高走，沪指、深证成指等集体翻红。截至发稿，上证指数上涨0.22%，报4008.89点；深证成指上涨0.68%，创业板指上涨 0.66%，北证50指数涨超2%。 5058.27 +122.21 +2.48% | 成份股 | 基金 | 新闻 资金 | | --- | --- | --- | | 龙头(4) | 涨停 (15) | 连续流入 3天以上(32) 连板 (3) | | ○ 显示简介 | | 最新价 ÷ 涨跌幅 : 主力净流入 | | 富祥药业 | | 17.50 +20.03% 1.11亿 | | 创 300497 涨幅领先 | | | | 华盛锂电 | | 120.00 +20.00% 5014.52万 | | 科 688353 | 60日新高 | | | 海科新源 | | 68.13 +18.12% 1.11亿 | | 创 301292 60日新高 | | | | 泰和科技 | | 41.18 +17.42% 1.32亿 | | 创 300801 60日新高 | | | | 新宙邦 | | 63.65 +16.30% 2.44亿 | | 创 300 ...

11月12日，五矿新能涨0.13%，成交额6.45亿元。两融数据显示，当日五矿新能获融资买入额7326.62万 元，融资偿还5652.95万元，融资净买入1673.68万元。截至11月12日，五矿新能融资融券余额合计5.89 亿元。 融资方面，五矿新能当日融资买入7326.62万元。当前融资余额5.87亿元，占流通市值的3.87%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，五矿新能11月12日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量25.53万股，融券余额200.92万元，超过近一年90%分位水平，处于高位。 资料显示，五矿新能源材料(湖南)股份有限公司位于湖南省长沙市岳麓区沿高路61号，成立日期2002年 6月18日，上市日期2021年8月11日，公司主营业务涉及高效电池正极材料研发、生产和销售。主营业务 收入构成为：正极材料97.76%，原材料销售1.63%，其他0.61%。 截至9月30日，五矿新能股东户数4.85万，较上期增加9.34%；人均流通股39745股，较上期减少8.55%。 2025年1月-9月，五矿新能实现营业收入50.54亿 ...

Core Viewpoint - The company has made significant progress in the sodium battery anode material sector and is actively advancing its lithium iron phosphate (LFP) product development, with a strong order backlog and high capacity utilization [2]. Group 1: Sodium Battery Anode Material - The company has successfully developed sodium-based anode materials, achieving ton-level sales [2]. - Continuous investment in research and development is being made to enhance the sodium battery technology [2]. Group 2: Lithium Iron Phosphate Products - The fourth-generation lithium iron phosphate product has completed process validation and is now being delivered at scale [2]. - The company maintains a strong order backlog for its lithium iron phosphate products, ensuring high capacity utilization [2]. - Future updates regarding product advancements will be disclosed in compliance with legal and regulatory requirements [2].

Market Overview - The battery sector increased by 0.25% compared to the previous trading day, with Fangyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Top Gainers in the Battery Sector - Fangyuan Co., Ltd. (688148) closed at 12.91, up 19.65% with a trading volume of 1.1317 million shares and a transaction value of 1.384 billion [1] - Haike Xina (301292) closed at 56.65, up 16.80% with a trading volume of 333,400 shares and a transaction value of 1.765 billion [1] - Yishitong (688733) closed at 33.98, up 10.50% with a trading volume of 274,200 shares and a transaction value of 908 million [1] - Xiongtao Co., Ltd. (002733) closed at 25.36, up 10.02% with a trading volume of 542,400 shares and a transaction value of 1.341 billion [1] Top Losers in the Battery Sector - Defu Technology (301511) closed at 31.40, down 6.16% with a trading volume of 345,200 shares and a transaction value of 1.103 billion [2] - Jiayuan Technology (688388) closed at 35.55, down 5.45% with a trading volume of 258,000 shares and a transaction value of 928 million [2] - Tongguan Copper Foil (301217) closed at 31.06, down 4.52% with a trading volume of 286,800 shares and a transaction value of 904 million [2] Capital Flow in the Battery Sector - The main funds in the battery sector experienced a net outflow of 1.388 billion, while retail investors saw a net inflow of 1.108 billion [2][3] - The top stocks with significant capital inflow include Xiongtao Co., Ltd. with a net inflow of 299 million, and Nandu Power with a net inflow of 192 million [3] - Conversely, stocks like Defu Technology and Jiayuan Technology experienced notable net outflows of 1.162 billion and 395.458 million respectively [3]

Core Viewpoint - The company has achieved ton-level supply of semi-solid battery cathode materials and has entered the A-level full battery evaluation with core customers for all-solid-state battery cathode materials [1] Group 1: Product Development - The company is focusing on the development of a new generation of solid electrolytes with high environmental stability and high voltage characteristics through industry-academia-research collaboration [1] - The company specializes in key materials for batteries and has not yet ventured into solid-state battery preparation technology [1]

格隆汇11月11日丨五矿新能(688779.SH)在互动平台表示，在钠电正极材料领域，公司层氧系钠电正极 材料已定型，实现吨级销售。公司持续加大研发投入，稳步推进磷酸铁锂产品研发，目前该产品在手订 单充足，产能利用率维持高位。4代产品已完成工艺验证，实现规模交付。 ...

Core Viewpoint - The company has successfully developed sodium-ion cathode materials and achieved ton-level sales, indicating a significant advancement in its product offerings [1] Group 1: Product Development - The company has finalized the layered sodium-ion cathode materials, which are now in production [1] - Ongoing research and development investments are being made to enhance lithium iron phosphate (LFP) product offerings [1] - The company has completed process validation for its fourth-generation products, enabling large-scale delivery [1] Group 2: Production and Orders - The company reports a strong order backlog for its LFP products, maintaining a high capacity utilization rate [1]

Group 1 - The core viewpoint of the news is that Wenkang New Energy has seen a significant increase in stock price, rising by 5.22% to 7.86 CNY per share, with a trading volume of 384 million CNY and a turnover rate of 2.61%, resulting in a total market capitalization of 15.164 billion CNY [1] - Wenkang New Energy Materials (Hunan) Co., Ltd. is located in Changsha, Hunan Province, and was established on June 18, 2002, with its listing date on August 11, 2021. The company specializes in the research, production, and sales of high-efficiency battery cathode materials [1] - The main business revenue composition of Wenkang New Energy is as follows: cathode materials account for 97.76%, raw material sales for 1.63%, and others for 0.61% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Dacheng Fund has a significant position in Wenkang New Energy. Dacheng Jingheng Mixed A (090019) held 3.1348 million shares in the third quarter, accounting for 1.61% of the fund's net value, ranking as the ninth largest holding [2] - Dacheng Jingheng Mixed A (090019) was established on June 15, 2012, with a latest scale of 694 million CNY. Year-to-date, it has achieved a return of 45.01%, ranking 1443 out of 8147 in its category; over the past year, it has returned 39.18%, ranking 1265 out of 8056; and since inception, it has returned 386.91% [2] - The fund manager of Dacheng Jingheng Mixed A (090019) is Su Bingyi, who has a cumulative tenure of 13 years and 280 days, managing total fund assets of 1.9 billion CNY. During his tenure, the best fund return was 256.29%, while the worst was -71.74% [2]