Group 1 - A-shares indices collectively rose on September 30, with most industry sectors experiencing gains, particularly in energy metals, storage chips, lithium mining, semiconductors, and battery sectors [1] - The main funds saw a net outflow of 32.79 billion yuan across the Shanghai and Shenzhen markets, with only the retail trade and defense industries showing net inflows of 1.52 billion yuan and 1.01 billion yuan, respectively [1] - Among the 29 industries with net outflows, non-bank financial and telecommunications sectors had the largest outflows, each exceeding 5 billion yuan [1] Group 2 - Nine stocks saw net inflows exceeding 500 million yuan, with GoerTek leading at 970 million yuan, attributed to advancements in AI glasses technology [2][3] - Shanzi Gaoke followed with a net inflow of 755 million yuan, as the company announced progress in debt restructuring involving a payment of 33 million euros to a banking syndicate [2] - A total of 51 stocks experienced net outflows exceeding 200 million yuan, with Lingyi Technology, New Yisheng, and Dongfang Wealth among those with outflows exceeding 1.1 billion yuan [4][5] Group 3 - Tail-end trading saw a net outflow of 2.873 billion yuan, with electronic and environmental sectors attracting over 200 million yuan in net inflows [6] - GoerTek and Guoguang Electric were among the stocks with significant tail-end net inflows, each exceeding 100 million yuan [6][7] - Conversely, Tianqi Materials and Sunshine Power experienced net outflows exceeding 200 million yuan during the tail-end trading [8]

据行家说不完全统计，截至9月30日，中国储能企业1-9月对外公布的储能订单累计225起（不含项目中标信息），206个透露具体容量合计达 405.919GWh 。 ▋ 亿纬锂能：又签1GWh战略合作 日前，亿纬锂能与可再生能源企业TSL Assembly达成战略合作，双方约定于2026–2030年期间，在中东欧地区部署总规模达1GWh的储能系统项目。 图为：TSL Assembly首席执行官Roland Tóth、亿纬锂能储能国际区域销售中心总经理陈萌萌分别代表双方签订战略合作协议，图源于亿纬锂能 根据协议，亿纬锂能将主要提供储能系统及配套电芯模组解决方案，包括采用628Ah超大容量电芯-Mr.Big和5MWh储能直流系统-Mr.Giant。此外，亿纬锂能将依托 其在德国设立的本地办公室，为TSL Assembly提供就近技术支持和项目服务，确保项目高效落地。 昨日，行家说储能报道了亿纬锂能签订 500MWh储能战略合作协议（ 点这里 ），今日亿纬锂能宣布与TSL Assembly达成1GWh战略合作 。 近期， 储能热度持续飙升，企业订单暴涨。 据行家说储能不完全统计，今年1-9月中国储能企业对外公布的储能订 ...

Group 1: Market Overview - The three major indices showed fluctuations, with the Shanghai Composite Index rising by 0.52%, the Shenzhen Component Index increasing by 0.35%, and the ChiNext Index remaining flat, while the Sci-Tech 50 Index rose by 1.69% [2] - Over 2,500 stocks in the two markets experienced gains, with a total trading volume of approximately 2.18 trillion yuan [2] Group 2: Industrial Metals Sector - The industrial metals sector was notably strong, with Jiangxi Copper (600362.SH) and Shengtun Mining (600711.SH) both rising by 10% [2] - The Ministry of Industry and Information Technology and eight other departments issued a plan for the non-ferrous metals industry aimed at stabilizing growth from 2025 to 2026, focusing on optimizing project layouts and avoiding redundant low-level construction [2] - The plan emphasizes the importance of national reserves for key products, which may enhance profit elasticity for related sector companies [2] Group 3: Semiconductor Sector - The semiconductor sector remained active, with stocks like Jiangbolong (301308.SZ) rising by 20% and Huahong Semiconductor (688347.SH) increasing by over 15% [3] - The release of the DeepSeek-V3.2-Exp model, which incorporates a sparse attention architecture, is expected to improve efficiency and usability in the industry [3] - There are indications of a second round of price increases in the storage market, with SanDisk announcing a price hike of over 10% and Micron Technology notifying channel partners of a 20%-30% increase [3] Group 4: Lithium Battery Sector - The lithium battery sector performed well, with companies like Yiwei Lithium Energy (300014.SZ) rising by 8.75% [4] - Major players in the battery industry reported strong demand, with factories operating at full capacity and orders extending into early next year [5] Group 5: Photovoltaic Sector - Some photovoltaic concepts also showed strength, with Godewei (688390.SH) increasing by 12.68% [5] - The demand for domestic energy storage cells is robust, with a target of reaching over 180 million kilowatts of new energy storage capacity by 2027, potentially driving an investment of approximately 250 billion yuan [5] Group 6: Weak Sectors - Sectors such as securities, banking, insurance, and liquor showed weakness, with notable declines in stocks like Kweichow Moutai (600519.SH) and Guangfa Securities (000776.SH) [5]

Group 1: Battery Industry Developments - Yiwei Lithium Energy has secured overseas energy storage orders, including a strategic cooperation with TSL Assembly for a total scale of 1GWh in Central and Eastern Europe from 2026 to 2030, and a 500MWh agreement with CommVOLT to promote energy transition in Europe [2][2] - Chuangneng New Energy signed an investment agreement with the Xiangyang Municipal Government for a lithium battery industrial park with an annual production capacity of 70GWh, focusing on energy storage batteries and power batteries [2] - Zhaoke Energy announced the completion of angel round financing, which will help expand production capacity and enhance technological advantages in large cylindrical lithium batteries [5][6] Group 2: Material Supply Chain and Strategic Partnerships - Xiamen Tungsten New Energy signed a strategic cooperation framework agreement with Zhongwei Co., focusing on the supply chain for lithium battery materials and joint development of high-quality mineral resources [7] - Huayou Cobalt signed long-term supply agreements with LGES for a total of approximately 16.4 million tons of ternary precursor and cathode materials from 2026 to 2030, which is expected to positively impact the company's performance during this period [11][12] Group 3: Corporate Control and Financial Performance - Fengyuan Co. announced a 30 million yuan acquisition of a 3.32% minority stake in its subsidiary Anhui Fengyuan, consolidating control over the company [8][10] - Yinglian Co. expects a significant increase in net profit for the first three quarters of 2025, projecting revenue between 1.63 billion to 1.65 billion yuan, a year-on-year growth of 9.49% to 10.83%, and a net profit increase of 1531.13% to 1672.97% [12]

倒计时49天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 全场景电动化趋势下，摩托车这一细分场景"油改电"正在加速。 国内市场 ，在各地"禁摩令"逐渐放宽以及商务部有意取消或延长摩托车 13 年报废 背景下，电摩 销量有望得到修复。 相关数据显示， 2024 年电摩销量约 346 万，同比下滑 28% 。 2025 年 1-8 月，国内电摩销 量约 214 万，雅迪、绿源、宗申等品牌位列前三，三家合计销量约 130 万，超过总销量的一半 以上。 主办单位： 高工锂电、高工产研（GGII） 亿纬锂能 海外市场方面 ，越南、墨西哥等地需求渐起，欧美地区高端电摩需求成新增量。在近期举办的摩 博会上，超 100 家境外采购商提交采购意向，总额高达 13 亿美元，采购需求覆盖整车、电池、 发动机配件及轮胎等。 ...

资金流入比率方面，金圆股份、富临精工、科达制造等流入比率居前，主力资金净流入率分别为 16.33%、10.11%、9.55%。（数据宝） 截至9月30日收盘，盐湖提锂概念上涨2.29%，位居概念板块涨幅第10，板块内，35股上涨，富临精工 20%涨停，*ST正平涨停，华友钴业、亿纬锂能、洛阳钼业等涨幅居前，分别上涨9.38%、8.75%、 6.51%。跌幅居前的有东华科技、欣旺达、中铝国际等，分别下跌5.19%、2.17%、0.84%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 金属锌 | 3.62 | 信托概念 | -0.97 | | 金属铅 | 3.61 | 中韩自贸区 | -0.91 | | 金属钴 | 3.49 | 生物质能发电 | -0.70 | | 金属铜 | 3.34 | F5G概念 | -0.68 | | 金属镍 | 3.25 | 汽车热管理 | -0.53 | | 存储芯片 | 2.80 | 白酒概念 | -0.50 | | 国家大基金持股 | 2.79 | 超级品牌 | -0.48 ...

亿纬锂能（300014）(300014.SZ)发布公告，思摩尔国际董事决定向于2025年9月11日名列其股东名册之 思摩尔国际拥有人派付中期股息每股20港仙。截至本公告披露日，公司全资孙公司EVE BATTERY INVESTMENT LTD.收到该笔现金分红款3.748亿港币。公司对思摩尔国际的长期股权投资按权益法核 算，该笔分红款对公司2025年度合并报表净利润无影响。 ...

Core Insights - The battery sector experienced a significant increase of 2.24% on the trading day, with Pylon Technologies leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Battery Sector Performance - Pylon Technologies (688063) saw a closing price of 74.24, with a remarkable increase of 19.99% and a trading volume of 251,500 shares, amounting to a transaction value of 1.779 billion [1] - Other notable performers included: - Fulin Precision (300432) with a closing price of 22.22, up 19.98%, and a transaction value of 509.8 million [1] - Defang Nano (300769) closed at 46.31, up 12.79%, with a transaction value of 2.106 billion [1] - Hunan YN (301358) closed at 60.42, up 12.01%, with a transaction value of 2.770 billion [1] Capital Flow Analysis - The battery sector experienced a net outflow of 208 million from institutional investors, while retail investors contributed a net inflow of 1.632 billion [2][3] - The capital flow for key stocks included: - EVE Energy (300014) with a net inflow of 528 million from institutional investors [3] - Fulin Precision (300432) saw a net outflow of 424 million from institutional investors [3] - Tianji Co. (002759) had a net inflow of 339 million from institutional investors [3]

智通财经APP讯， 亿纬锂能(300014.SZ)发布公告，思摩尔国际董事决定向于2025年9月11日名列其股东 名册之思摩尔国际拥有人派付中期股息每股20港仙。截至本公告披露日，公司全资孙公司EVE BATTERY INVESTMENT LTD.收到该笔现金分红款3.748亿港币。公司对思摩尔国际的长期股权投资按 权益法核算，该笔分红款对公司2025年度合并报表净利润无影响。 ...

格隆汇9月30日丨亿纬锂能(300014.SZ)公布，间接参股公司思摩尔国际控股有限公司（简称"思摩尔国 际"）于2025年8月20日发布《截至2025年6月30日止6个月中期业绩公告》和《截至二零二五年六月三十 日止六个月中期股息》，思摩尔国际董事决定向于2025年9月11日名列其股东名册之思摩尔国际拥有人 派付中期股息每股20港仙，合共约港币1,238,220千元。截至本公告披露日，公司全资孙公司 EVEBATTERYINVESTMENTLTD.收到该笔现金分红款374,833,000.00港币。公司对思摩尔国际的长期 股权投资按权益法核算，该笔分红款对公司2025年度合并报表净利润无影响。 ...