固态电池概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002074 | 国轩高 科 | 9.99 | 7.41 | 79456.02 | 23.86 | | 601127 | 赛力斯 | 2.30 | 2.20 | 58557.19 | 13.20 | | 002580 | 圣阳股 份 | 10.02 | 14.21 | 26350.55 | 31.24 | | 603906 | 龙蟠科 技 | 9.98 | 8.42 | 19855.34 | 35.01 | | 300014 | 亿纬锂 能 | 1.80 | 2.08 | 16199.31 | 8.78 | | 002882 | 金龙羽 | 9.99 | 10.54 | 13884.00 | 26.74 | | 300068 | 南都电 | 4.92 | 12.07 | 13873.56 | 8.67 | | | 源 | | | | | 截至5月21 ...

资金流入比率方面，龙蟠科技、圣阳股份、国轩高科等流入比率居前，主力资金净流入率分别为 35.01%、31.24%、23.86%。（数据宝） 钠离子电池概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002074 | 国轩高 科 | 9.99 | 7.41 | 79456.02 | 23.86 | | 002580 | 圣阳股 份 | 10.02 | 14.21 | 26350.55 | 31.24 | | 603906 | 龙蟠科 技 | 9.98 | 8.42 | 19855.34 | 35.01 | | 300014 | 亿纬锂 能 | 1.80 | 2.08 | 16199.31 | 8.78 | | 300068 | 南都电 源 | 4.92 | 12.07 | 13873.56 | 8.67 | | 300750 | 宁德时 代 | 4.21 | 1.45 | 13842.13 | 0.89 | ...

数据显示，截至2025年4月30日，中证内地低碳经济主题指数(000977)前十大权重股分别为长江电力 (600900)、宁德时代(300750)、隆基绿能(601012)、阳光电源(300274)、中国核电(601985)、三峡能源 (600905)、特变电工(600089)、亿纬锂能(300014)、通威股份(600438)、国投电力(600886)，前十大权重 股合计占比62.79%。 截至2025年5月21日 14:24，中证内地低碳经济主题指数(000977)强势上涨1.21%，成分股国轩高科 (002074)上涨9.99%，宁德时代(300750)上涨4.41%，恩捷股份(002812)上涨3.52%，先导智能(300450)， 贝特瑞(835185)等个股跟涨。 碳中和ETF基金(159885)，场外联接A：012754；联接C：012755；联接I：022797。 碳中和ETF基金(159885)上涨1.39%， 冲击3连涨。 此外，此前中信证券认为，2060 年碳中和是中国融入新时期全球产业链、构建人类命运共同体的关键 决策，为实现 2030 年碳达峰，非化石能源将成为能源增量主力军，能耗 ...

电池ETF(159755)：紧密跟踪国证新能源车电池指数，国证新能源车电池指数反映沪深北交易所中新能 源车电池产业上市公司的市场表现。场外联接(A：013179；C：013180)。 政策面上，此前工信部发布《2025年汽车标准化工作要点》，在前瞻布局前沿领域标准研究中提到，推 动制定及发布车用人工智能、固态电池、电动汽车换电等标准子体系，加快全固态电池、动力电池在役 检测、动力电池标识标签等标准研制。 消息面上，国轩高科已推出G垣准固态电池，并在eVTOL、新能源汽车及人形机器人等领域取得实质性 进展。目前该电池已完成多家客户测试并实现样车超1万公里运行，产能达12 GWh。 招商证券最新研报观点认为，随着2025年中国工业机器人产量同比大幅增长，以及智能终端、智能制造 装备等新一代技术的发展，固态电池的市场需求显著提升，为其技术研发和产业化提供了广阔空间。 截至2025年5月21日 13:12，国证新能源车电池指数(980032)强势上涨2.55%，成分股国轩高科 (002074)10cm涨停，宁德时代(300750)上涨5.87%，当升科技(300073)上涨5.72%，贝特瑞(835185)，先 导智 ...

Investment Rating - The report maintains a "Buy" rating for the lithium battery industry, indicating a positive outlook for investment opportunities in this sector [4]. Core Insights - The report highlights that the demand for electric vehicles (EVs) in China exceeded expectations in 2024, with sales reaching 12.859 million units, a year-on-year increase of 36.1% and a penetration rate of 40.9% [9]. - The first quarter of 2025 (25Q1) showed strong performance despite being traditionally a low season, with domestic EV sales of 3.075 million units, a year-on-year increase of 47.1% [9]. - The report emphasizes the resilience of the domestic battery industry, with leading companies like CATL maintaining strong market positions and benefiting from overseas expansion [18][19]. Summary by Sections 1. Demand: Domestic 2024 Exceeds Expectations, 25Q1 Not Dull - The report notes that the domestic EV market is expected to enter a new growth phase in 2025, with a projected penetration rate exceeding 50% [9]. - The demand for EVs is supported by favorable policies and technological advancements in fast charging and intelligent driving [9]. 2. Industry Chain: 25Q1 Enters Recovery Period - The lithium battery industry generated revenue of 226.57 billion yuan in 25Q1, a year-on-year increase of 12% [38]. - The report indicates that the industry is entering a recovery phase, with improvements in various segments, particularly in materials [38]. 3. Battery Cells: Stronger Players Stand Out - The report states that the domestic battery cell installation volume reached 184.3 GWh in 25Q1, a year-on-year increase of 52.8% [52]. - Leading companies like CATL and BYD continue to dominate the market, with a combined market share of 67% for the top two players [52]. 4. Materials: Gradually Emerging from the Cycle Bottom - The report highlights that the market for cathode materials, particularly lithium iron phosphate, is expected to maintain a strong position due to its cost advantages [27]. - The report suggests that the industry is witnessing a recovery in material prices, which is beneficial for overall profitability [41]. 5. Charging Equipment and Services: Recovery in Prosperity - The report notes a significant increase in installation of charging equipment, with a year-on-year growth of 75.3% in 25Q1 [6]. - The charging infrastructure is expected to continue improving, driven by advancements in fast charging technology [6]. 6. General Components: Positive Growth Trend - The report indicates that the performance of general components in the lithium battery industry is showing a positive growth trend, with various companies expected to benefit from the overall market recovery [38]. 7. Investment Recommendations - The report recommends investing in leading companies such as CATL, Yiwei Lithium Energy, and Fulin Precision, while also suggesting to pay attention to other emerging players in the industry [6].

Core Insights - The report highlights a selection of stocks for May, including companies like SF Holding (顺丰控股) and Guizhou Moutai (贵州茅台), indicating a focus on logistics and consumer goods sectors [1] - The overall market indices showed positive performance, with the Shanghai Composite Index closing at 3380.48, up by 0.38% [1] Industry Performance - The beauty care sector saw a rise of 2.50%, while the defense and coal industries experienced declines of 0.50% and 0.33% respectively, indicating varied performance across sectors [2] - The electric power equipment and new energy industry reported a decline in revenue and net profit for 2024, but a recovery in profitability is expected in 2025 as demand remains strong [8][10] Company-Specific Analysis Yake Technology (雅克科技) - In 2024, Yake Technology achieved a revenue of 6.862 billion yuan, a year-on-year increase of 44.84%, and a net profit of 872 million yuan, up by 50.41% [3][11] - The company reported a strong performance in Q4 2024 with a revenue of 1.863 billion yuan, reflecting a 55.78% year-on-year increase [11] - For Q1 2025, revenue reached 2.118 billion yuan, a 30.88% increase year-on-year, with a net profit of 260 million yuan, up by 5.85% [11] Blue Sky Technology (蓝晓科技) - Blue Sky Technology reported a revenue of 2.554 billion yuan in 2024, a 2.62% increase, and a net profit of 787 million yuan, up by 9.79% [4][16] - The company’s Q1 2025 revenue was 577 million yuan, down by 8.58% year-on-year, but net profit increased by 14.18% [16] Bailong Chuangyuan (百龙创园) - Bailong Chuangyuan achieved a total revenue of 1.152 billion yuan in 2024, a 32.64% increase, with a net profit of 246 million yuan, up by 27.26% [5][21] - The company’s Q1 2025 revenue was 313 million yuan, reflecting a 24.27% year-on-year growth [21] Financial Metrics - The electric power equipment and new energy sector experienced a 3.69% decrease in total revenue for 2024, with a net profit decline of 44.66% [8][9] - The average gross margin for the electric power equipment sector was reported at 26.54%, with a slight increase of 0.06 percentage points [9] - Yake Technology's gross margin for 2024 was 31.59%, with a net margin of 12.27% [12] Growth Drivers - The report emphasizes the strong growth potential in the functional sugar sector, particularly for Bailong Chuangyuan, driven by new product launches and increased demand [21][25] - Blue Sky Technology's performance is supported by robust demand in life sciences and industrial applications, contributing to stable revenue growth [17][18]

金融界5月20日消息，上证指数上涨0.38%，中证新能源汽车产业指数 (新能源车，930997)上涨0.82%， 报2040.3点，成交额317.79亿元。 数据统计显示，中证新能源汽车产业指数近一个月上涨8.05%，近三个月下跌5.56%，年至今上涨 4.07%。 据了解，中证新能源汽车产业指数选取50只业务涉及新能源整车、电机电控、锂电设备、电芯电池、电 池材料等新能源汽车产业的上市公司证券作为指数样本，反映新能源汽车产业龙头上市公司证券的整体 表现。该指数以2014年12月31日为基日，以1000.0点为基点。 从中证新能源汽车产业指数持仓样本的行业来看，工业占比55.56%、可选消费占比25.54%、原材料占 比17.74%、信息技术占比1.16%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 ...

电力设备 | 证券研究报告 — 行业专题 2025 年 5 月 20 日 强于大市 电新行业 2024 年年报与 2025 年一季报综述 盈利逐步修复，行业有望迎来反转 电力设备与新能源行业 2024 年营收和归母净利润均同比下降；2025 年电新 行业需求保持较高景气度，一季度报表端盈利呈现修复，但压力仍在，随着 产能逐步出清，行业有望迎来反转；维持行业 强于大市 评级。 中银国际证券股份有限公司 具备证券投资咨询业务资格 电力设备 证券分析师：武佳雄 jiaxiong.wu@bocichina.com 证券投资咨询业务证书编号：S1300523070001 证券分析师：李扬 yang.li@bocichina.com 证券投资咨询业务证书编号：S1300523080002 证券分析师：顾真 zhen.gu@bocichina.com 证券投资咨询业务证书编号：S1300525040003 2024 年全行业营收同比减少 3.69%，归母净利润同比下降 44.66%：2024 年电力设备与新能源行业营业总收入 49,934.98 亿元，同比减少 3.69%， 实现归属上市公司股东净利润 2,086.33 亿 ...

证券研究报告——晨会聚焦 2025 年 5 月 20 日 | 5 月金股组合 | | | --- | --- | | 股票代码 | 股票名称 | | 002352.SZ | 顺丰控股 | | 1519.HK | 极兔速递-W | | 603181.SH | 皇马科技 | | 300014.SZ | 亿纬锂能 | | 688198.SH | 佰仁医疗 | | 000524.SZ | 岭南控股 | | 600519.SH | 贵州茅台 | | 9660.HK | 地平线机器人-W | | 688519.SH | 南亚新材 | | 301236.SZ | 软通动力 | 中银晨会聚焦-20250520 ■重点关注 【基础化工】化工行业 2024 年年报综述*余嫄嫄。2024 年基础化工行业盈利 能力降至近年低位，部分子行业业绩改善；石油石化行业收入、业绩保持稳 健。随着经济复苏、需求端持续向好，行业景气度有望回升，当前板块估值 较低。 【计算机】计算机行业 2024 年年报&2025 年一季报综述*杨思睿 郑静文。 2024 年行业受宏观环境、政企预算下行以及减值损失扩大等影响，导致利润 端承压。2025Q1 整体业 ...

证 券 研 究 报 告 电动车行业周报（20250512-20250516） 国轩科技发布六大新品，冠鸿智能创新干法电极设 推荐（维持） 备技术 国轩科技发布六大新品，冠鸿智能创新干法电极设备技术。国轩科技在 2025 年 5 月 17 日发布六大新品。分别为为 G 垣准固态电池、启晨二代电芯、G 行超级重卡 标准箱、乾元智储 20MWh 储能电池系统、Axtrem 数智化解决方案、金石全固态电 池。在第十七届深圳国际电池技术交流会上，冠鸿智能的干法电极设备同时支持三 元锂、碳酸铁锂、钠电及硫化物/聚合物固态电解质膜制备，一机打通多技术路线。 在性能上，该设备的纤维化丝径小于 50nm(达行业顶尖水平)；极片压实密度大于 3.5g/cm，首效大于 91%；膜厚 15-150μm 自由调控，强度 1-4N/ ㎡ 媲美湿法工艺。 本周行情回顾：本周电新板块上涨 1.43%，全行业排名 8 名，跑赢沪深 300 指数。 根据中信行业指数，本周电力设备及新能源板块上涨 1.43%，在全行业 30 个行业 板块中排名第 8 位；同期沪深 300 指数上涨 1.12%，电新板块跑赢沪深 300 指数 0.32pcts。 ...