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机构:A股有望迎来关键窗口期,风险偏好或将进一步回暖,A500ETF嘉实(159351)整固蓄势,成分股湖南裕能、多氟多涨超9%
Xin Lang Cai Jing· 2025-09-29 02:34
Group 1 - The A500ETF by Jiashi has a turnover rate of 3.57% and a transaction volume of 4.41 billion yuan, with an average daily transaction of 22.80 billion yuan over the past year as of September 26, 2025 [3] - The latest scale of A500ETF by Jiashi reached 116.54 billion yuan, with a net value increase of 18.59% over the past year as of September 26, 2025 [3] - The highest monthly return since inception for A500ETF by Jiashi was 11.71%, with the longest consecutive monthly gains being 4 months and a maximum gain of 22.93% [3] Group 2 - The top ten weighted stocks in the CSI A500 index as of August 29, 2025, include Kweichow Moutai, CATL, Ping An Insurance, and others, accounting for a total of 19.11% [4] - The individual weightings of the top stocks are as follows: Kweichow Moutai at 3.87%, CATL at 2.89%, and Ping An Insurance at 2.60% [6] - Investors without stock accounts can access the A500ETF Jiashi linked fund (022454) for exposure to the top 500 A-shares [6]
电池板块再度走强,新能源车ETF(515030)涨超2%,多氟多涨停
Mei Ri Jing Ji Xin Wen· 2025-09-29 02:20
Core Insights - The A-share market showed mixed performance on September 29, with battery-related concepts experiencing significant gains, particularly in lithium batteries, power batteries, solid-state batteries, and energy storage [1] - The Ministry of Commerce announced that starting January 1, 2026, export license management will be implemented for pure electric passenger vehicles to promote healthy development in the new energy vehicle trade [1] - Open Source Securities indicated that solid-state batteries are transitioning from laboratory to mass production validation, with small-scale vehicle testing expected by the end of 2025 and widespread adoption anticipated between 2026 and 2027 [1] - Emerging applications such as low-altitude operations, robotics, and AI are expected to expand the market for solid-state batteries, potentially accelerating industrialization [1] - The New Energy Vehicle ETF (515030) is currently the largest themed ETF in the market, tracking the CSI New Energy Vehicle Index, with a significant focus on lithium batteries, which account for 67% of its weight [1] Market Performance - As of 9:33 AM, the New Energy Vehicle ETF (515030) rose over 2%, with stocks like Molybdenum and Shida Shenghua hitting the daily limit, and Tianqi Lithium, Rongbai Technology, and others also showing strong gains [1] - The ETF includes stocks related to lithium batteries, charging piles, and new energy vehicles, reflecting the growing interest and investment in the sector [1]
固态电池概念拉升,万润新能20%涨停,海博思创续创新高
固态电池概念29日盘中强势拉升,截至发稿,万润新能20%涨停,海博思创涨超17%续创新高,湖南裕 能涨超13%,丰山集团、天际股份、多氟多等均涨停,亿纬锂能涨约8%,宁德时代涨近4%。 消息面上,日前,清华大学化工系教授张强领衔的团队在锂电池聚合物电解质研究领域取得重要进展, 为开发实用化的高安全性、高能量密度固态锂电池提供了新思路与技术支撑。 得益于优化的界面性能,采用该电解质组装的富锂锰基聚合物电池表现出一系列优异的电化学性能。基 于该电解质构建的8.96Ah(安时)聚合物软包全电池在施加1MPa(兆帕)外压下,能量密度实现跨越 式提升,达到604Wh/kg,远超当下商业化电池。此外,该电池在满充状态下顺利通过针刺与120摄氏度 热箱(静置6小时)安全测试,未出现燃烧或爆炸现象,展现出优异的安全性能。未来,该研究成果有 望为成熟的固态电池产品研发提供重要技术参考。 中信建投证券指出,固态电池作为下一代高性能电池技术,凭借高能量密度、高安全性等显著优势,正 加速从实验室走向产业化。随着政策红利释放、市场需求升级和技术持续迭代,全球固态电池产业已从 实验室研发进展到商业化落地的关键阶段。中国在固态电池领域政策 ...
固态电池概念走高 天际股份等涨停
Core Viewpoint - The solid-state battery concept is gaining traction, with significant stock price increases for companies like Wanrun New Energy, Tianji Co., Duofuduo, and Fengshan Group following recent advancements in lithium battery polymer electrolyte research led by Tsinghua University professor Zhang Qiang [1] Group 1: Industry Developments - Tsinghua University's research team has made important progress in the field of lithium battery polymer electrolytes, providing new ideas and technical support for the development of practical, high-safety, high-energy-density solid-state lithium batteries [1] - The team's findings have been published online in the journal "Nature," highlighting the significance of their research in the battery industry [1] Group 2: Technical Innovations - The research introduces a new design strategy called "rich anion solvation structure," leading to the successful development of a novel fluorinated polyether electrolyte [1] - This electrolyte enhances the physical contact and ionic conductivity at the solid-state interface through a thermally initiated in-situ polymerization technique, significantly improving the high-voltage performance and interface stability of lithium batteries [1]
多氟多股价涨5.1%,汇添富基金旗下1只基金位居十大流通股东,持有759.03万股浮盈赚取645.18万元
Xin Lang Cai Jing· 2025-09-26 06:07
汇添富中证新能源汽车产业指数(LOF)A(501057)成立日期2018年5月23日,最新规模45.7亿。今年以 来收益47.35%,同类排名905/4220;近一年收益79.19%,同类排名929/3824;成立以来收益140.73%。 汇添富中证新能源汽车产业指数(LOF)A(501057)基金经理为过蓓蓓。 截至发稿,过蓓蓓累计任职时间10年58天,现任基金资产总规模442.42亿元,任职期间最佳基金回报 140.73%, 任职期间最差基金回报-58.47%。 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 9月26日,多氟多涨5.1%,截至发稿,报17.52元/股,成交15.51亿元,换手率8.43%,总市值208.56亿 元。 资料显示,多氟多新材料股份有限公司位于河南省焦作市中站区焦克路,成立日期1999年12月21日,上 市日期2010年5月18日,公司主营业务涉及六氟磷酸锂及电子化学品、锂离子电池、新能源汽车、无机 氟化盐。主营业务收入 ...
多氟多跌2.06%,成交额11.09亿元,主力资金净流出1.05亿元
Xin Lang Cai Jing· 2025-09-25 06:45
Company Overview - Multi-Flor's stock price decreased by 2.06% on September 25, closing at 16.67 CNY per share, with a trading volume of 1.109 billion CNY and a turnover rate of 6.11%, resulting in a total market capitalization of 19.845 billion CNY [1] - The company has seen a year-to-date stock price increase of 41.21%, with a 1.58% rise over the last five trading days, 26.48% over the last 20 days, and 38.63% over the last 60 days [2] - Multi-Flor has been listed on the stock market since May 18, 2010, and is primarily engaged in lithium hexafluorophosphate and electronic chemicals, lithium-ion batteries, new energy vehicles, and inorganic fluorides [2] Financial Performance - For the first half of 2025, Multi-Flor reported a revenue of 4.328 billion CNY, a year-on-year decrease of 6.09%, and a net profit attributable to shareholders of 51.33 million CNY, down 27.01% year-on-year [2] - The company has distributed a total of 2.034 billion CNY in dividends since its A-share listing, with 1.04 billion CNY distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, Multi-Flor had 160,200 shareholders, a decrease of 4.80% from the previous period, with an average of 6,743 circulating shares per shareholder, an increase of 5.04% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 20.875 million shares, an increase of 13.957 million shares from the previous period [3]
两股涨停,化工板块强势反攻!供需双侧利好叠加,机构高呼行业正步入长景气周期
Xin Lang Ji Jin· 2025-09-24 12:15
Group 1 - The chemical sector has regained momentum, with the Chemical ETF (516020) experiencing a rise of 1.24% by the end of trading on September 24, following a brief period of low-level fluctuations [1][2] - Key stocks in the sector include rubber additives, lithium batteries, and fluorochemicals, with notable gains from Tongcheng New Materials and Enjie Co., both hitting the daily limit, and Tianqi Materials and Duofluoride rising over 6% [1][2] - Recent government policies aim to promote high-quality development in energy equipment, which is expected to improve supply and demand dynamics in the chemical industry [1][3] Group 2 - Guojin Securities indicates that the current policy direction provides a phase-specific industry tone, with many chemical sectors at price profit bottoms and low inventory levels, making them sensitive to marginal changes [3] - The Chemical ETF (516020) has a price-to-book ratio of 2.21, which is at a low point historically, suggesting a favorable long-term investment opportunity [3] - Future measures are expected to lead to a significant slowdown in global chemical industry capacity expansion, potentially transforming the Chinese chemical industry into a high dividend yield sector [4] Group 3 - The chemical sector is anticipated to enter a new long-term prosperity cycle, driven by recent policy initiatives aimed at improving supply-demand dynamics [4] - The Chemical ETF (516020) tracks the CSI segmented chemical industry index, with nearly 50% of its holdings in large-cap leading stocks, providing a robust investment opportunity in the sector [5] - Investors can also consider the Chemical ETF linked funds for efficient exposure to the chemical sector [5]
化学制品板块9月24日涨0.35%,联合化学领涨,主力资金净流入4.16亿元
Group 1 - The chemical products sector increased by 0.35% on September 24, with United Chemical leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] - Key stocks in the chemical products sector showed significant price increases, with United Chemical rising by 20.00% to a closing price of 104.40 [1] Group 2 - The main capital flow in the chemical products sector showed a net inflow of 416 million yuan, while retail investors contributed a net inflow of 335 million yuan [1] - The table of individual stock performance indicates that several companies, including Huasoft Technology and Baihehua, experienced notable gains of over 10% [1]
第五届中国质量奖评选结果揭晓 多氟多兴发集团等获提名奖
Zhong Guo Hua Gong Bao· 2025-09-22 02:41
Group 1 - The core viewpoint of the article highlights that multiple organizations, including Dofluorid, have been awarded the fifth China Quality Award Nomination, recognizing their commitment to quality management and innovation [1] - Dofluorid has established a data-driven high-quality management model based on technological innovation, which has led to significant improvements in product quality stability, production efficiency, and governance precision [1] - The market regulatory authority encourages various industries to learn from the awarded organizations and individuals, emphasizing the importance of comprehensive quality management to enhance industrial competitiveness and promote high-quality regional development [1] Group 2 - The recognition of Dofluorid signifies its leading position in the quality innovation sector within the industry [1] - The implementation of a modern digital management system based on the "5 ones" framework has created a replicable and promotable benchmark experience for the industry [1] - The initiative aims to contribute to China's modernization and national rejuvenation through enhanced quality and productivity [1]
基础化工行业资金流入榜:金发科技、凯美特气等净流入资金居前
Market Overview - The Shanghai Composite Index rose by 0.37% on September 17, with 20 out of the 28 sectors in the Shenwan classification experiencing gains. The leading sectors were power equipment and automobiles, with increases of 2.55% and 2.05% respectively [1] - The basic chemical industry saw a modest increase of 0.20%, with a net inflow of 909 million yuan in capital. Out of 402 stocks in this sector, 156 rose, and 5 hit the daily limit up, while 234 declined [1] Capital Flow Analysis - In the basic chemical sector, 171 stocks experienced net capital inflows, with 5 stocks attracting over 100 million yuan each. The top stock for net inflow was Jinfat Technology, with an inflow of 1.026 billion yuan, followed by Kaimete Gas and Brothers Technology with inflows of 772 million yuan and 337 million yuan respectively [1] - Conversely, 12 stocks in the basic chemical sector faced net outflows exceeding 50 million yuan, with the largest outflows from Duofluor, Shuangwei New Materials, and Zhongxin Fluorine Materials, amounting to 239 million yuan, 98 million yuan, and 84 million yuan respectively [1][2] Top Gainers in Basic Chemical Sector - The following stocks had significant gains and capital inflows: - Jinfat Technology: +10.00%, turnover rate 13.14%, capital flow 1.025 billion yuan - Kaimete Gas: +9.99%, turnover rate 12.86%, capital flow 772 million yuan - Brothers Technology: +10.02%, turnover rate 16.61%, capital flow 337 million yuan [1] Top Losers in Basic Chemical Sector - The following stocks experienced notable losses and capital outflows: - Duofluor: -3.47%, turnover rate 10.95%, capital flow -238 million yuan - Shuangwei New Materials: -6.99%, turnover rate 3.41%, capital flow -98 million yuan - Zhongxin Fluorine Materials: -2.54%, turnover rate 15.40%, capital flow -84 million yuan [2]