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].

Core Insights - The battery sector experienced a significant increase of 4.52% on the trading day, with Zhongyi Technology leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Battery Sector Performance - Zhongyi Technology (301150) saw a closing price of 43.92, with a remarkable increase of 20.00% and a trading volume of 359,800 shares, amounting to a transaction value of 1.523 billion [1] - Tianhong Lithium Battery (873152) closed at 33.68, up 12.72%, with a trading volume of 217,600 shares [1] - Hunan YN (301358) closed at 44.23, up 10.77%, with a trading volume of 499,200 shares [1] - Other notable performers include Shangtai Technology (001301) with a 10.00% increase, and Ningde Times (300750) with a 9.14% increase [1] Capital Flow Analysis - The battery sector experienced a net outflow of 2.834 billion from institutional investors, while retail investors saw a net inflow of 3.45 billion [2][3] - Tianqi Materials (002709) had a net inflow of 638 million from institutional investors, despite a net outflow of 316 million from retail investors [3] - Ningde Times (300750) recorded a net inflow of 337 million from institutional investors, with a slight net outflow from retail investors [3]

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]

Core Viewpoint - The solid-state battery concept stocks experienced a significant rise at the beginning of trading, indicating strong market interest and potential growth in this sector [1] Company Performance - Beijing Lier and Tianci Materials reached the daily limit increase, showcasing robust investor confidence [1] - Hunan Youneng saw an increase of over 10%, reflecting positive market sentiment [1] - Haibosi Chuang rose by more than 9%, further indicating a bullish trend in the solid-state battery sector [1] - Other notable performers included Baili Technology (rights protection), Zhongyi Technology, and CATL, which also showed significant gains [1]

Core Viewpoint - The chemical sector is experiencing a significant rally, with the chemical ETF (516020) showing a 0.4% increase as of the latest update, driven by strong performances in lithium battery and fluorochemical stocks [1][4]. Market Performance - The chemical ETF (516020) has seen a cumulative increase of 23.11% since early July, outperforming major indices such as the Shanghai Composite Index (12.37%) and the CSI 300 Index (14.89%) [1][3]. - Notable individual stock performances include Tianqi Lithium reaching the daily limit, Longbai Group and Duofluoride both rising over 5%, and Jinfat Technology increasing by over 4% [1]. Investment Trends - The chemical ETF has attracted significant capital, with over 9.5 billion CNY in inflows over the last 10 trading days and more than 16 billion CNY over the last 20 trading days [4]. - The current valuation of the chemical ETF's underlying index is at a price-to-book ratio of 2.29, which is at a low historical percentile, indicating strong long-term investment potential [5]. Industry Outlook - The Ministry of Industry and Information Technology has set ambitious targets for the automotive industry, aiming for 32.3 million vehicle sales in 2025, including 15.5 million electric vehicles, which is expected to boost the lithium battery supply chain [4]. - The chemical industry is anticipated to benefit from a shift in supply dynamics, with potential for increased dividend yields as capacity expansion slows globally [6]. Strategic Positioning - The chemical ETF (516020) provides a diversified exposure to various sub-sectors within the chemical industry, with nearly 50% of its holdings in large-cap leading companies, allowing investors to capitalize on the sector's strengths [7].

【导读】锂电板块开盘走强，汽车零部件板块多股涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 9 月 15 日开盘， A 股三大指数集体高开，随后走势分化，创业板指一度涨超 2% 。截至发 稿，沪指跌 0.02% ，深成指涨 0.95% ，创业板指涨 2.08% 。 从板块上来看，锂电板块开盘走强，智能驾驶概念股表现活跃，汽车及汽车零部件、航运、 创新药等板块涨幅居前；互联网、云计算、钢铁等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 高送转 | 水产 | 动力电池 | 汽车配件 | 航运 | 电工电网 | 汽车零部件 | 汽车 | 农业 | 海返 | | 2.95% | 2.59% | 2.50% | 2.40% | 2.19% | 3.03% | 2.06% | 1.54% | 1.44% | 1.24% | | 锂电正极 | 锂电负极 | 新能源汽车 | PEEK材料 | CRO | 精细化工 | 食品 | ...