| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002709 | 天赐材料 | -2.09 | 10.58 | -30214.43 | | 002625 | 光启技术 | -0.89 | 1.62 | -24961.89 | | 300115 | 长盈精密 | -1.77 | 5.42 | -22765.24 | | 003022 | 联泓新科 | -4.39 | 3.91 | -21488.81 | | 002915 | 中欣氟材 | -2.13 | 14.16 | -11364.18 | | 301076 | 新瀚新材 | -4.95 | 20.95 | -10630.19 | | 300539 | 横河精密 | -4.45 | 12.64 | -9645.61 | | 300100 | 双林股份 | -1.50 | 4.07 | -9521.57 | | 600176 | 中国巨石 | -3.17 | 2.34 | -5894.63 | | 300801 | 泰和科技 | -4.35 | 1 ...

截至2025年9月11日 10:40，中证电池主题指数上涨0.86%，成分股科华数据10cm涨停，科士达上涨5.57%，厦钨新能上涨5.43%，德业股份上涨5.42%，南网 科技上涨5.02%。电池ETF嘉实(562880)上涨0.41%。拉长时间看，截至2025年9月10日，电池ETF嘉实近1周累计上涨11.42%，涨幅排名可比基金第一。 没有股票账户的场外投资者还可以通过电池ETF嘉实联接基金（016567）一键布局电池产业链投资机会。 截至9月10日，电池ETF嘉实近1年净值上涨81.44%，指数股票型基金排名577/3007，居于前19.19%。从收益能力看，截至2025年9月10日，电池ETF嘉实自成 立以来，最高单月回报为31.11%，最长连涨月数为4个月，最长连涨涨幅为34.63%，上涨月份平均收益率为8.13%。 消息面方面，多家头部企业披露关键进展，如国轩高科全固态电池中试线贯通，良品率达90%；亿纬锂能"龙泉二号"全固态电池成功下线，能量密度达 300Wh/kg。此外，南都电源签署全球最大半固态储能电池订单（2.8GWh），鹏辉能源固态电池能量密度提升至320Wh/kg，标志着商业化应用取 ...

Group 1 - The chemical sector experienced fluctuations on September 11, with the chemical ETF (516020) showing a slight decline of 0.14% as of the report time [1] - Certain stocks within the chemical sector, such as lithium battery and synthetic resin companies, saw significant gains, with Lianhong Xinke hitting the daily limit and Enjie shares rising nearly 6% [1] - Conversely, stocks in the phosphate fertilizer, petrochemical, and nitrogen fertilizer sectors underperformed, with Hongda shares dropping over 2% [1] Group 2 - The chemical ETF (516020) has attracted substantial investment, with a total inflow of 560 million yuan over the past five trading days and over 1 billion yuan in the last ten trading days [1] - The pesticide industry is experiencing a reduction in inventory, with the total inventory-to-asset ratio for the pesticide sector at 13.94% as of June 30, 2025, down 0.12 percentage points from March 31 [3] - The chemical ETF's underlying index has a price-to-book ratio of 2.26, indicating a relatively low valuation compared to the past decade, suggesting a favorable long-term investment opportunity [3] Group 3 - Future policies are expected to address industry challenges, potentially leading to a recovery in the currently struggling chemical sector [4] - Domestic policies frequently mention supply-side requirements, while international factors such as rising raw material costs and capacity reductions in Europe and the U.S. add uncertainty to chemical supply [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors within the chemical industry, with nearly 50% of its holdings in large-cap stocks [5]

证券日报网讯 9月10日晚间，天赐材料发布公告称，公司于2025年9月10日召开职工代表大会。经与会 职工代表表决，会议选举赵经纬先生担任公司第六届董事会职工代表董事。 （文章来源：证券日报） ...

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。 根据《公司法》《公司章程》的有关规定，公司于 2025 年 9 月 10 日召开职 工代表大会。经与会职工代表表决，会议选举赵经纬先生（简历见附件）担任公 司第六届董事会职工代表董事，任期至第六届董事会届满之日止。 天赐材料（002709） | 证券代码：002709 | 证券简称：天赐材料 | 公告编号：2025-102 | | --- | --- | --- | | 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 关于选举职工代表董事的公告 2025 年 9 月 11 日 天赐材料（002709） 附件： 赵经纬先生，1977 年生，中国国籍，中国科学院博士学位。历任中国科学院 上海有机化学研究所盐城新材料研发中心主任，江苏省新能源汽车及汽车零部件 产业园副主任，创办了张家港吉慕特化工科技有限公司。现任公司董事、国家级 工程技术中心执行主任。 截至本公告披露日，赵经纬先生持有公司股份 912,220 股，未在公司股东、 实际控制人单位处任职；与公司控股股东或实际控制人、持 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于广州天赐高新材料股份有限公司 2025 年第三次临时股东大会的 法律意见书 国枫律股字[2025]A0427 号 致：广州天赐高新材料股份有限公司（贵公司） 北京国枫律师事务所（以下称"本所"）接受贵公司的委托，指派律师出席并见证 贵公司 2025 年第三次临时股东大会（以下称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下称"《公司法》"）、《中华人民 共和国证券法》（以下称"《证券法》"）、《上市公司股东会规则》（以下称"《股 东会规则》"）、《律师事务所从事证券法律业务管理办法》（以下称"《证券法律业 务管理办法》"）、《律师事务所证券法律业务执业规则（试行）》（以下称"《证券 法律业务执业规则》"）等相关法律、行政法规、规章、规范性文件及《广州天赐高新 材料股份有限公司章程》（以下称"《公司章程》"）的规定，就本次会议的召集与召 开程序、召集人资格、出席会议人员资格、会议表决程序及表决结果等事宜，出具本法 ...

天赐材料（002709） | 证券代码：002709 | 证券简称：天赐材料 | 公告编号：2025-101 | | --- | --- | --- | | 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 2025 年第三次临时股东大会决议公告 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： 1、本次股东大会无否决议案的情形。 2、本次股东大会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025 年 9 月 10 日（星期三）下午 14:30 （2）网络投票时间为： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 9 月 10 日上午 9:15—9:25,9:30—11:30 和下午 13:00—15:00； 通过深圳证券交易所互联网投票系统进行网络投票的具体时间为 2025 年 9 月 10 日上午 9:15 至 2025 年 9 月 10 日下午 15:00 的任意时间。 2、现场会议召开地点：广州市黄埔区云埔 ...

近期，受益于"反内卷"行情，化工板块表现显著优于大盘。数据显示，截至昨日（9月9日）收盘，化工 ETF（516020）标的指数细分化工指数自7月以来累计涨幅已达到23.48%，显著优于同期上证指数 （10.53%）、沪深300指数（12.71%）等A股主要指数。 | 序号 | 证券代码 | 证券简称 | 区间张跌幅 [区间首日] 2025-7-1 | | | --- | --- | --- | --- | --- | | | | | [区间居日] 2025-9-9 [单位] % | | | 1 | 000813.CSI | 细分化工 | | 23.4829 | | 2 | 000001.SH | 上证指数 | | 10.5349 | | 3 | 000300.SH | 沪深300 | | 12.7076 | 注：细分化工指数近5个完整年度收益率分别为2020年：51.68%；2021年：15.72%；2022 年：-26.89%；2023年：-23.17%；2024年：-3.83%。标的指数成份股构成根据该指数编制规则适时调 整，其回测历史业绩不预示指数未来表现。 化工板块今日（9月10日）深陷回调。反映化工 ...

Core Viewpoint - The Chinese solid-state battery industry is transitioning from laboratory validation to industrialization, with several companies achieving mass production or vehicle application in semi-solid-state batteries, while research and pilot testing for all-solid-state batteries are accelerating [1][5]. Industry Overview - The solid-state battery concept has gained traction, with the Wind Solid-State Battery Index rising over 11% since September. Notable stock performances include a 60% increase for Xian Dao Intelligent and over 30% for companies like Shanghai Xiba and Tian Ci Materials [2]. - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued a plan to support foundational research in solid-state batteries through key national R&D programs [2]. - Market data indicates that leading equipment companies have reported new signed and backlog orders exceeding 30 billion yuan, with year-on-year growth rates of 70% to 80% [2][3]. Technological Developments - The lithium battery industry is entering a structural recovery phase, with a surge in demand for new technologies such as solid-state batteries and high-voltage lithium iron phosphate [3]. - Major battery manufacturers are investing heavily in solid-state battery production, with CATL planning 10-15 GWh capacity by 2025 and BYD focusing on sulfide routes for new platforms by 2026 [3][4]. Vehicle Manufacturers' Progress - Dongfeng Motor has implemented semi-solid-state battery installations and is set to mass-produce solid-state batteries with energy densities of 350 Wh/kg [4]. - SAIC Motor's MG4 model has integrated semi-solid-state batteries, while GAC Group is developing solid-state batteries with energy densities exceeding 350 Wh/kg, expected to be installed in vehicles by 2026 [4]. Market Challenges - Concerns have been raised regarding the lack of ideal solid electrolyte materials, leading to significant uncertainties in technology routes. Many companies are opting for semi-solid-state batteries as a transitional solution, which may hinder the development of all-solid-state battery technologies [5]. - The industry faces challenges in collaboration and policy direction, with a need for enhanced foundational research and coordinated breakthroughs in key materials and processes to achieve high-quality development in the solid-state battery sector [5].

Core Viewpoint - The recent surge in interest for PEEK materials has significantly impacted the stock price of Tianqi Materials, leading to a notable increase in market capitalization and trading volume [1][2]. Group 1: Stock Performance - On September 8, Tianqi Materials achieved a trading halt with a closing price of 28.02 CNY per share, marking a total market value of 536.4 billion CNY and a trading volume of 156.2 million shares [1][2]. - The stock price has increased by 83.5% since April 2025, when it was at a low of 15.27 CNY per share [2]. Group 2: PEEK Materials Development - PEEK (Polyether Ether Ketone) is gaining traction in the capital market due to its applications in humanoid robots and electric vehicles, characterized by high strength, wear resistance, and low density [2]. - Tianqi Materials has been actively developing PEEK materials, focusing on manufacturing methods and upstream raw materials, currently in the pilot testing phase with small batch orders already supplied [1][2]. Group 3: Financial Performance - In the first half of 2025, Tianqi Materials reported a revenue of 70.29 billion CNY and a net profit of 2.68 billion CNY, reflecting year-on-year growth of 28.97% and 12.79% respectively [5][6]. - The core product, electrolyte business, showed strong growth with a revenue of 63.02 billion CNY, up 33.18% year-on-year [5][6]. Group 4: Strategic Initiatives - The company is preparing for an H-share listing to broaden international financing channels and is planning to invest in an electrolyte production base in Morocco to enhance its global supply chain [3]. - Tianqi Materials has received increased interest from northbound funds, with Hong Kong Central Clearing Limited increasing its stake by 326.57 million shares, making it the second-largest shareholder [4]. Group 5: Industry Outlook - The company maintains an optimistic outlook for the electrolyte and lithium hexafluorophosphate markets, anticipating a gradual recovery in product prices due to improved supply-demand dynamics and reduced capital expenditures across the industry [6]. - Tianqi Materials is also exploring new material businesses, including solid-state electrolytes, with plans for a pilot production line expected to be operational by mid-2026 [6].