| 序号 | 代码 | 名标 | 0 | | 涨幅% ↑ | 涨跌 | 成少量 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300801 | 泰和科技 | 1 | 30.19 | 19.99 | 5.03 | 35.95 万 | | 2 | 688411 | 適量留到 | 1 | 147.92 | 19.87 | 24.52 | 3.84万 | | 3 | 839719 | 宁新新材 | | 18.84 | 12.95 | 2.16 | 20.35 万 | | র্ব | 300014 | 亿纬锂能 | 1 | 63.98 | 12.03 | 6.87 | 124万 | | 5 | 300409 | 道氏技术 | 1 | 23.52 | 11.15 | 2.36 | 144万 | | 6 | 603051 | 鹿山新材 | 1 | 25.61 | 10.01 | 2.33 | 9.53万 | | 7 | 688063 | 派能科技 | 1 | 58.40 | 7.25 | 3.95 | 16.64万 | | 8 | 300035 | 中科 ...

Core Viewpoint - ACWA Power has successfully won the international tender for the NOOR Midelt 2 and NOOR Midelt 3 solar-storage integrated projects in Morocco, with a total installed capacity of 800MW solar and 1.2GWh storage, involving an investment of approximately $3.5 billion (about 25.1 billion RMB) [1] Group 1 - The storage component of the projects will utilize Gotion High-Tech's energy storage solutions, including 314Ah storage cells, a 5MWh liquid-cooled storage system, and a 5.5MW PCS medium-voltage integrated machine [1] - Gotion High-Tech will also provide after-sales maintenance services to ensure stable operation of the projects [1] Group 2 - Gotion High-Tech's factory in Morocco is progressing steadily, aiming for localized production and delivery of batteries and energy storage systems [1] - In June 2024, the Moroccan government and Gotion High-Tech signed a strategic investment agreement to establish a super factory for new energy electric vehicle batteries in Morocco, with an annual production capacity of 20GWh and an investment of 12.8 billion dirhams (approximately 9.3 billion RMB) [1]

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) announced significant trading activity on September 3, 2025[1] Market Volatility - Kaipu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) experienced significant trading activity on August 30, 2025[1] - ST Chuntian (600381) had notable trading activity on September 3, 2025[1] Other Notable Announcements - ST Er Ya (600107) reported trading activity on September 3, 2025[1] - Shanghai Electric Power (600021) had significant trading activity on September 3, 2025[1] - ST Gao Hong (000851) reported trading activity on September 3, 2025[1]

Core Viewpoint - The company is committed to a global strategy, expanding its market presence in China, the Americas, Europe, Africa, and the Asia-Pacific region, while establishing deep collaborations with overseas clients such as VinFast, Rivian, PowerCo, and NextEra [1] Group 1 - The company's overseas revenue for the first half of the year reached 6.4 billion yuan, accounting for 33% of total revenue [1] - The proportion of overseas revenue is expected to increase by 1.9 percentage points by the end of 2024 [1] - The company expresses confidence in further enhancing its market share overseas due to deepening collaborations and the ongoing development of local production bases [1]

Core Insights - The company is driving technological innovation and key breakthroughs through a dual approach of "material science + digital science" [1] - The industrialization progress of solid-state batteries is steadily advancing, with the first full solid-state pilot line officially connected [1] - The current trial production stage of the Jinshi solid-state battery has achieved a yield rate of 90% [1] - The design work for the first generation of solid-state battery 2GWh production line has officially commenced [1]

格隆汇9月3日丨国轩高科(002074.SZ)于近期投资者关系活动表示，2025年上半年，公司出货40GWh左 右，同比增长超48%。公司产品需求旺盛，排产情况良好，产能利用率保持高位，预计今年出货量将保 持增长态势。 ...

Core Insights - The battery and energy storage sectors showed strong performance in the market, with significant gains for companies like Sungrow Power and Yiwei Lithium Energy [1] - The Chinese government is implementing policies to address "involution" competition, aiming to stabilize the market and promote industry consolidation [1][2] - The commercialization of solid-state batteries is accelerating, with several companies announcing advancements and production timelines [1][3] Industry Dynamics - The Chinese lithium battery production is expected to increase by 7.5% month-on-month in September 2025, with a year-on-year growth of 57.5% in the first seven months of 2025 [3] - The solid-state battery technology is advancing, with multiple automakers planning to adopt full solid-state batteries around 2027 [3] - Major lithium battery equipment manufacturers reported significant profit growth, indicating a positive outlook for the sector [3] Policy Impact - The initiative to maintain a healthy and orderly development of the lithium iron phosphate materials industry is expected to stabilize market order and alleviate pressure on companies [2] - The comprehensive rectification of involution competition is anticipated to enhance the global competitiveness of China's new energy vehicles and lithium battery industry [2] ETF Performance - The Storage Battery ETF (Guangfa 159305) rose nearly 5%, indicating active market trading and strong performance from major stocks like Sungrow Power and Yiwei Lithium Energy [2][4] - The Battery ETF (159755) also showed a significant increase, with a notable rise in major holdings, reflecting positive investor sentiment [2][4]

Core Viewpoint - Guoxuan High-Tech (002074) has shown strong performance in the first half of 2025, with multiple operational indicators reaching historical or phase highs, leading to significant stock price appreciation since the beginning of the year [1] Financial Performance - The company achieved revenue of 19.394 billion yuan, a year-on-year increase of 15.48% [1] - Net profit reached 367 million yuan, up 35.22% year-on-year [1] - Non-recurring net profit was 72.87 million yuan, reflecting a growth of 48.53% year-on-year [1] - Operating cash flow was 325 million yuan, an increase of 80.35% year-on-year [1] Business Segments - Revenue from the power battery segment was 14.034 billion yuan, a year-on-year increase of 19.94%, with a gross margin of 14.24%, up 2.16 percentage points [2] - The energy storage battery system segment generated revenue of 4.562 billion yuan, with a growth rate of 5.14% [2] - Overseas business revenue reached 6.4 billion yuan, a year-on-year increase of 15.79%, accounting for 33% of total revenue [2] - The company shipped approximately 40 GWh of lithium batteries, a year-on-year increase of over 48% [2] Market Position - Guoxuan High-Tech's market share in domestic power battery installations increased to 5.18%, ranking fourth in the industry [2] - The company ranked seventh globally in energy storage battery shipments [2] Research and Development - The company invested 1.382 billion yuan in R&D, a year-on-year increase of 13.34% [2] - New products launched include the LMFP system L600 battery, G series solid-state batteries, and the "Qianyuan Zhichu" energy storage system [3] Capacity Expansion - Guoxuan High-Tech announced plans to build a new 20 GWh lithium-ion battery manufacturing base in Nanjing and another 20 GWh base in Wuhu, with investments not exceeding 4 billion yuan each [3] - The company aims to enhance overall capacity layout and product structure to meet growing order demands [3] - Future capital expenditures are expected to increase both domestically and internationally to support production and market expansion [3]

Core Viewpoint - The carbon-neutral ETF by Taikang (560560) is showing strong performance, tracking the CSI Mainland Low-Carbon Economy Theme Index (000977), with significant gains in key component stocks such as EVE Energy (300014) and Sungrow Power Supply (300274) [1][2] Group 1: ETF Performance - As of September 3, 2025, Taikang's carbon-neutral ETF (560560) increased by 1.43%, while the underlying index rose by 1.25% [1] - Over the past week, the ETF has accumulated a 2.94% increase, ranking first among comparable funds [1] - The ETF has seen significant growth in scale over the past year, leading in new scale among comparable funds [1] Group 2: Industry Insights - China's new energy vehicle (NEV) sales are projected to reach 12.859 million units in 2024, maintaining the global lead for ten consecutive years [2] - The lithium battery key materials account for over 70% of global shipments, indicating a strong competitive advantage for the industry [2] - The industry faces challenges such as low profitability and overcapacity, prompting recent policy measures aimed at promoting high-quality development [2] Group 3: Export Trends - From January to July 2025, China's inverter export value increased by 9% year-on-year, with notable growth in Europe and Australia [2] - Exports to Europe reached 14.6 billion yuan, up 7% year-on-year, while exports to Australia surged to 1.4 billion yuan, marking a 32% increase [2] - The European energy storage market is expected to grow significantly, with an estimated 29.7 GWh of installations in 2025, a 36% increase [2] Group 4: ETF Composition and Strategy - The CSI Mainland Low-Carbon Economy Theme Index includes 50 core low-carbon economy enterprises, covering the entire industrial chain from clean energy generation to consumption [3] - Investing in Taikang's carbon-neutral ETF allows investors to easily access the benefits of the growing low-carbon economy [3] - The ETF's diversified holdings help mitigate individual stock risks while capturing the growth potential of leading companies in the sector [3]

格隆汇9月3日｜国轩高科在9月2日召开的投资者电话交流会上表示，2025年上半年，公司出货40GWh 左右，同比增长超48%。公司产品需求旺盛，排产情况良好，产能利用率保持高位，预计今年出货量将 保持增长态势。 ...