Group 1 - The chemical sector experienced a volatile upward trend on September 15, with the Chemical ETF (516020) closing up by 0.13% [1] - Key stocks in the lithium battery, titanium dioxide, and fluorochemical sectors saw significant gains, with Tianqi Lithium hitting the daily limit, Longbai Group rising by 5.09%, and multiple other companies increasing by over 3% [1][3] - Analysts attribute the surge in the lithium battery sector to four main positive drivers, including new payment norms from the China Automotive Industry Association and a recent action plan for green transformation in Fujian [3] Group 2 - The recent issuance of the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the Energy Administration has contributed to market optimism [3] - The Ministry of Industry and Information Technology and other departments have jointly issued a growth plan for the automotive industry, aiming for approximately 32.3 million vehicle sales in 2025, including 15.5 million new energy vehicles [3] - The chemical ETF (516020) is currently at a low valuation, with a price-to-book ratio of 2.29, indicating a favorable long-term investment opportunity [3] Group 3 - Guohai Securities suggests that the Chinese chemical industry may undergo a revaluation, with potential for increased cash flow and higher dividend yields as global capacity expansion slows [4] - The outlook for the second half of 2025 indicates that fiscal policies in China and the U.S. may strengthen, leading to a potential upturn in the chemical sector [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors and focusing on large-cap leading stocks, which may enhance investment efficiency [5]

| 证券代码：002709 | 证券简称：天赐材料 | 公告编号：2025-103 | | --- | --- | --- | | 转债代码：127073 | 转债简称：天赐转债 | | 广州天赐高新材料股份有限公司 天赐材料（002709） 关于 "天赐转债"2025 年付息的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： "天赐转债"将于 2025 年 9 月 23 日按面值支付第三年利息，每 10 张"天 赐转债"（面值 1,000 元）利息为 8.00 元（含税） 债权登记日：2025 年 9 月 22 日 除息日：2025 年 9 月 23 日 "天赐转债"票面利率：第一年 0.3%、第二年 0.5%、第三年 0.8%、第四 年 1.5%、第五年 1.8%。 "天赐转债"本次付息的债权登记日为 2025 年 9 月 22 日，凡在 2025 年 9 月 22 日（含）前买入并持有本期债券的投资者享有本次派发的利息；2025 年 9 月 22 日卖出本期债券的投资者不享有本次派发的利息。 下一付息期起息日：2025 年 9 月 23 ...

Core Points - Guangzhou Tinci High-Technology Materials Co., Ltd. announced that the "Tinci Convertible Bonds" (code: 127073) will pay the third-year interest at face value on September 23, 2025, with an interest of 8 yuan (including tax) for every 10 bonds (face value 1,000 yuan) [1] - The total issuance amount of "Tinci Convertible Bonds" is 34.105 billion yuan, with a gradually increasing coupon rate, reaching 0.8% in the third year [1] - The interest tax policies vary for different types of investors, with individual investors and securities investment fund bondholders subject to a 20% withholding tax, while foreign institutions are temporarily exempt from taxation [1] - The company will entrust China Securities Depository and Clearing Corporation Limited Shenzhen Branch to handle the interest payment [1]

天赐材料（002709） | 证券代码：002709 | 证券简称：天赐材料 | 公告编号：2025-104 | | --- | --- | --- | | 转债代码：127073 | 转债简称：天赐转债 | | 广州天赐高新材料股份有限公司 关于收到《刑事判决书》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广州天赐高新材料股份有限公司（以下简称"公司"）全资子公司九江天赐高 新材料有限公司（以下简称"九江天赐"）于 2025 年 9 月 15 日收到江西省九江市 中级人民法院出具的《刑事判决书》【（2025）赣 04 刑终 70 号】。现将相关情 况公告如下： （二）案件基本情况 江西省九江市湖口县人民检察院于 2024 年 7 月 19 日向江西省九江市濂溪区 人民法院提起公诉，指控被告人李胜、郑飞龙犯侵犯商业秘密罪。江西省九江市 濂溪区人民法院依法组成合议庭，适用普通程序，因涉及商业秘密，不公开开庭 审理了本案，作出一审判决，九江天赐于 2025 年 2 月 5 日收到江西省九江市濂溪 区人民法院出具的《刑事判决书》【（2024）赣 0402 ...

【龙虎榜 | 天赐材料今日涨停 3机构合计净卖出5128.31万元】智通财经9月15日电，天赐材料今日涨 停，龙虎榜数据显示，上榜营业部席位全天成交5.57亿元，占当日总成交金额比例为30.86%。其中，买 入金额为4.27亿元，卖出金额为1.3亿元，合计净买入2.97亿元。具体来看，机构买入406.42万元，卖出 5534.74万元，合计净卖出5128.31万元。此外，知名游资现身龙虎榜，炒股养家（华鑫证券有限责任公 司上海茅台路证券营业部）净买入4120.84万元。此外，深股通专用、国泰海通证券上海静安区新闸路 证券营业部分别买入1.59亿元、9969.96万元；深股通专用、东方财富证券拉萨东环路第一证券营业部分 别卖出6033.48万元、1449.71万元。 转自：智通财经 ...

天赐材料今日涨停，全天换手率4.31%，成交额18.06亿元，振幅8.78%。龙虎榜数据显示，机构净卖出 5128.31万元，深股通净买入9875.16万元，营业部席位合计净买入2.49亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.64%上榜，机构专用席位净卖出5128.31万元，深股 通净买入9875.16万元。 融资融券数据显示，该股最新（9月12日）两融余额为14.28亿元，其中，融资余额为14.20亿元，融券余 额为821.01万元。近5日融资余额合计增加1.56亿元，增幅为12.35%，融券余额合计增加57.71万元，增 幅7.56%。（数据宝） 天赐材料9月15日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 15908.64 | 6033.48 | | 买二 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 | 9969.96 | 0.93 | | | 部 | | | | 买三 | 国泰海通证券股份有限公司咸宁咸宁大道证券营业部 ...

Market Overview - The Shanghai Composite Index fell by 0.26% on September 15, with 15 industries experiencing gains, led by the power equipment and media sectors, which rose by 2.22% and 1.94% respectively [1] - The sectors that saw the largest declines were comprehensive and communication, with decreases of 1.80% and 1.52% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 59.754 billion yuan, with only four industries seeing net inflows [1] - The automotive industry led the net inflow with 3.166 billion yuan and a daily increase of 1.44%, followed by the media sector with a net inflow of 723 million yuan [1] Power Equipment Sector Performance - The power equipment sector increased by 2.22%, despite a net outflow of 4.950 billion yuan in main capital [2] - Out of 362 stocks in this sector, 158 rose, with 7 hitting the daily limit, while 197 fell, including 2 hitting the lower limit [2] - A total of 136 stocks in the sector experienced net capital inflows, with 14 stocks seeing inflows exceeding 100 million yuan [2] Top Gainers in Power Equipment - The top stocks with significant net inflows included: - Tianqi Materials: 6.95 billion yuan, up 9.99% - CATL: 5.37 billion yuan, up 9.14% - Zhongchao Holdings: 4.47 billion yuan, up 10.02% [2] Top Losers in Power Equipment - The stocks with the largest net outflows included: - Wolong Electric: -2.06965 billion yuan, up 0.13% - Guoxuan High-Tech: -1.13922 billion yuan, down 2.67% - Sunshine Power: -462.4862 million yuan, up 2.05% [3]

Investment Rating - The industry investment rating is "Overweight" (maintained), indicating that the industry index is expected to outperform the market index by more than 10% in the next six months [6]. Core Insights - In August 2025, the production and sales of new energy vehicles (NEVs) continued to grow rapidly, with production and sales reaching 1.391 million and 1.395 million units, respectively, representing year-on-year growth of 27.4% and 26.8% [4]. - The penetration rate of NEVs reached 48.8% in August, up 0.1 percentage points from the previous month, while the cumulative penetration rate for January to August was 45.5% [4]. - Battery sales also showed significant growth, with total battery sales of 134.5 GWh in August, a year-on-year increase of 45.6% [4]. - The demand for power batteries is expected to rise further due to the traditional peak season for NEVs, and the development of renewable energy and new data centers is driving high growth in the energy storage sector [4]. Summary by Sections New Energy Vehicle Market - In August 2025, NEV production and sales were 1.391 million and 1.395 million units, with year-on-year growth of 27.4% and 26.8% respectively [4]. - Cumulative NEV production and sales from January to August were 9.625 million and 9.620 million units, with year-on-year growth of 37.3% and 36.7% [4]. - Exports of NEVs reached 224,000 units in August, doubling year-on-year, while cumulative exports from January to August were 1.532 million units, up 87.3% [4]. Battery Market - Total battery production in August was 139.6 GWh, with a year-on-year increase of 37.3% [4]. - Power battery sales accounted for 73.5% of total sales, with a volume of 98.9 GWh, reflecting a year-on-year growth of 44.4% [4]. - The export volume of batteries in August was 22.6 GWh, a year-on-year increase of 23.9% [4]. Investment Recommendations - The report suggests focusing on leading companies in the industry chain that are improving their fundamentals, particularly those with technological and production advantages in solid-state electrolytes and new materials [4]. - Key companies to watch include CATL, EVE Energy, and others that are actively involved in the solid-state battery core process and equipment [4].

证券之星消息，9月15日电池板块较上一交易日上涨4.52%，中一科技领涨。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。电池板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301150 | 中一科技 | 43.92 | 20.00% | 35.98万 | | 15.23亿 | | 873152 | 天宏锂电 | 33.68 | 12.72% | 21.76万 | | 7.40亿 | | 301358 | 湖南裕能 | 44.23 | 10.77% | 49.92万 | | 22.64亿 | | 001301 | 尚太科技 | 70.53 | 10.00% | 25.59万 | | 17.92亿 | | 002709 | 天赐材料 | 30.84 | 9.99% | 59.68万 | | 18.06亿 | | 300750 | 宁德时代 | 354.70 | 9.14% | 71.84万 | | 255.87 ...

Group 1 - Beijing Lier and Tianci Materials reached the daily limit increase, indicating strong market performance [1] - Hunan Yuneng saw an increase of over 10%, reflecting positive investor sentiment [1] - Haibo Sichuang experienced a rise of over 9%, contributing to the overall upward trend in the sector [1] Group 2 - Baili Technology, Zhongyi Technology, and Ningde Times also ranked among the top gainers, showcasing a broad market rally [1]