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资金持续抢筹!机器人ETF、有色金属ETF基金五连“吸金”
Ge Long Hui A P P· 2025-10-10 03:29
市场规模最大的机器人主题ETF:机器人ETF(562500),持续五日受资金青睐,净流入额高达17.57亿 元,权重股包含汇川技术(工业机器人龙头)、绿的谐波(全球谐波减速器龙头)和石头科技(服务机 器人龙头)等。 均衡配置主流金属:有色金属ETF基金(516650),连续五日吸金,净流入额高达3亿元,权重股包括紫金 矿业(铜、黄金)、洛阳钼业(铜、钼、钴)、北方稀土(稀土)、华友钴业(钴、铜)和中国铝业 (铝)等。 格隆汇10月10日|今日贵金属、半导体、新能源电池板块领跌,亿纬锂能(维权)跌近9%,宁德时代 跌超6%,新能源车ETF跌5.23%,昨日暴涨8%的有色金属ETF小幅回调2%。 近期市场表现出较强的结构性特征,本周波动开始加大,考虑到本月即将审议"十五五"规划建议,或给 市场带来新增量产业催化。机构10月策略关注重点依然是科技、反内卷、促内需三大方向,提及受益于 盈利预期改善的板块如创新药、新能源,以及政策催化相关的机器人等板块,作为上游的有色金属板 块,在降息周期+供应收紧的催化下,同样获资金青睐。 近期备受资金青睐的的产品: 规模最大+新能源车全产业链覆盖:新能源车ETF(515030),连 ...
锂电池产业链走低,宁德时代跌超5%
Di Yi Cai Jing Zi Xun· 2025-10-10 02:25
Group 1 - The lithium battery industry chain experienced a significant decline on October 10, with major companies such as XianDao Intelligent and Yinghe Technology both dropping over 10% [1] - EVE Energy saw a decrease of over 9%, while CATL (Contemporary Amperex Technology Co., Limited) fell by more than 5% [1] Group 2 - XianDao Intelligent's stock price was reported at 55.70, reflecting a decline of 11.45% [2] - Yinghe Technology's stock price was 30.95, down by 10.24% [2] - EVE Energy's stock price stood at 81.80, with a decrease of 9.38% [2] - CATL's stock price was 387.18, showing a decline of 5.54% [2]
创业板指跌超3%,锂电池产业链大幅杀跌
Xin Lang Cai Jing· 2025-10-10 02:22
10月10日早盘,A股持续走低,截至发稿时,创指跌超3%,沪指跌超0.45%,深证成指跌1.6%。 锂电池产业链大幅杀跌,先导智能、赢合科技双双跌超10%,亿纬锂能跌近9%,宁德时代跌超5%。 个股上,上涨个股与下跌个股比约为2900:2400。 ...
锂电池产业链走低,宁德时代跌超5%
第一财经· 2025-10-10 02:19
Core Viewpoint - The article discusses the recent performance of several companies in the battery and technology sector, highlighting significant declines in their stock prices. Group 1: Company Performance - Leading Intelligent (先导智能) reported a stock price of 55.70, reflecting a decrease of 11.45% [1] - Winbond Technology (赢合科技) has a stock price of 30.95, down by 10.24% [1] - EVE Energy (亿纬锂能) is priced at 81.80, showing a decline of 9.38% [1] - CATL (宁德时代) has a stock price of 387.18, with a decrease of 5.54% [1]
亿纬锂能股价跌5.31%,中海基金旗下1只基金重仓,持有38.17万股浮亏损失182.83万元
Xin Lang Cai Jing· 2025-10-10 02:00
截至发稿,姚晨曦累计任职时间10年180天,现任基金资产总规模16.66亿元,任职期间最佳基金回报 89.22%, 任职期间最差基金回报-35.91%。 资料显示,惠州亿纬锂能股份有限公司位于广东省惠州市仲恺高新区惠风七路38号,香港铜锣湾希慎道 33号利园1期19楼1910室,成立日期2001年12月24日,上市日期2009年10月30日,公司主营业务涉及消 费电池(包括锂原电池、小型锂离子电池、三元圆柱电池)和动力电池(包括新能源汽车电池及其电池系 统、储能电池)的研发、生产和销售。主营业务收入构成为:动力电池45.26%,储能电池36.56%,消费 电池18.03%,其他0.16%。 从基金十大重仓股角度 10月10日,亿纬锂能跌5.31%,截至发稿,报85.48元/股,成交32.00亿元,换手率2.04%,总市值 1748.68亿元。 数据显示,中海基金旗下1只基金重仓亿纬锂能。中海环保新能源混合(398051)二季度持有股数38.17 万股,占基金净值比例为2.41%,位居第十大重仓股。根据测算,今日浮亏损失约182.83万元。 中海环保新能源混合(398051)成立日期2010年12月9日,最新规 ...
A股固态电池概念股下挫 天际股份一度逼近跌停
Ge Long Hui· 2025-10-10 01:55
格隆汇10月10日|固态电池概念股下挫,其中,天际股份一度逼近跌停,先导智能跌超10%,亿纬锂 能、国轩高科、天赐材料、湖南裕能跌超5%。 ...
“一芯难求”:储能电芯企业订单已排至明年
Zheng Quan Ri Bao· 2025-10-09 15:51
近期,我国储能行业迎来技术突破与市场需求爆发的双重利好。在技术方面,据中国科学院10月9日官 网消息,中国科学院物理研究所/北京凝聚态物理国家研究中心研究团队等在全固态金属锂电池固-固界 面接触研究上获得新进展;在市场方面,储能电芯的需求猛增,企业订单排至明年,项目中标规模也同 比大幅增加。 "储能电芯'一芯难求',缘于全球需求爆发、供给端响应相对滞后等因素。"全联并购公会信用管理委员 会专家安光勇在接受《证券日报》记者采访时表示,今年以来国内储能需求超预期,新能源全面入市拉 大峰谷电价差,储能项目商业价值凸显。 储能需求爆发式增长 今年以来,储能需求爆发式增长。东吴证券研报显示,2025年前8个月,国内新型储能装机规模达 75.9GWh,同比增长42%;同期储能EPC招标规模达116GWh,同比增长约40%。 "结构性短缺进一步加剧了储能电芯的供需矛盾。"中国电子商务专家服务中心副主任郭涛在接受《证券 日报》记者采访时表示,"314Ah大容量电芯作为2025年新招标项目及海外供应的主力军,成为市场主 流,但由于客户提前锁定产能,部分企业无法再新增订单,这一现象直接推动储能电芯报价提升,市场 对电芯厂商的关注 ...
累积订单超3000 架,锂电企业与eVTOL企业加速绑定
高工锂电· 2025-10-09 11:23
Core Viewpoint - The eVTOL industry in China is approaching a commercial explosion, with significant orders and certifications emerging, indicating a rapid growth phase for the sector [2][3][4]. Group 1: Industry Collaboration - Zhongchao Innovation and Hefei Lanyi Aviation Technology have signed a strategic cooperation agreement, marking a new phase of collaboration between lithium battery companies and eVTOL manufacturers [3]. - Zhongchao Innovation has previously partnered with Guangdong Gaoyu Technology to provide high energy density batteries for eVTOL applications, showcasing a commitment to developing standardized power solutions [4]. - The GOVY AirCab, equipped with Zhongchao Innovation's specialized battery, has received over a thousand intent orders and is set to enter the airworthiness certification phase [5]. Group 2: Market Dynamics - The eVTOL sector is witnessing a surge in orders, with notable contracts such as Volant Aerotech's 500 units valued at approximately $1.75 billion and Times Technology's 350 units worth around $1 billion [7]. - Companies like CATL and EVE Energy are adopting various strategies, including investment and long-term R&D, to enhance their positions in the eVTOL battery market [8][9]. - The collaboration between lithium battery firms and eVTOL manufacturers is seen as a crucial trend, with the potential to address technical mismatches and supply chain issues [9]. Group 3: Technological Advancements - eVTOL applications are expected to serve as a testing ground for solid-state batteries, which could resolve power limitations in the industry [10]. - The demand for high energy density and safety in battery technology is critical for the success of eVTOL, with requirements exceeding those of ground vehicles [11]. - Solid-state batteries, with theoretical energy densities exceeding 500 Wh/kg, are positioned to meet the stringent demands of eVTOL applications [12]. Group 4: Future Projections - By 2030, the eVTOL sector is projected to create an additional demand of 30 GWh for lithium batteries, potentially opening new market opportunities for the industry [13].
60+企业演讲及展示 | 2025高工锂电年会
高工锂电· 2025-10-09 11:23
Core Insights - The lithium battery industry is entering a new cycle characterized by explosive demand and technological innovation, driven by global energy transition trends [2][3] - In the first half of the year, total lithium battery shipments reached 776 GWh, a year-on-year increase of 68%, with energy storage batteries growing at 128%, significantly outpacing the 49% growth of power batteries [2] - Solid-state battery energy density is expected to exceed 400 Wh/kg by 2025, and composite electrolytes are entering mass production, reshaping the industry landscape [2] Event Overview - The 2025 (15th) High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, at JW Marriott Hotel in Shenzhen, marking a milestone for the industry [3][6] - The event is organized by High-tech Lithium Battery and GGII, with various sponsors and partners contributing to the conference [3][4] Industry Participation - Leading companies from the battery sector, including CATL, EVE Energy, and Gotion High-tech, will participate, focusing on battery technology innovation and market expansion [4] - In the materials sector, companies like Rongbai Technology and Aikang New Materials will discuss key issues such as material performance enhancement and supply chain security [4] Equipment and Support - The equipment and supporting sector will feature discussions on intelligent upgrades and optimization of support services, with participation from companies like Xinjingcheng Sensor and Yihong Intelligent [5] - The conference will also release multiple industry value reports, including the "2025 China Large Cylindrical Lithium Battery Industry Development Blue Book" [5] Networking and Collaboration - The event aims to foster high-level discussions and collaborations within the lithium battery industry, providing a platform for resource integration and opportunity identification [6]
长假平稳度过,锂矿权证进度本月仍需重点关注
Tong Hui Qi Huo· 2025-10-09 07:55
长假平稳度过,锂矿权证进度本月仍需重点关注 一、日度市场总结 碳酸锂期货市场数据变动分析 主力合约与基差 :碳酸锂主力合约9月30日收于72800元/吨,较前一交易 日下跌1.52%。基差显著走强,从-820元/吨回升至300元/吨。 持仓与成交 :主力合约持仓量减少7.86%至23.2万手,成交量大幅收缩 31.82%至31.7万手。 市场小结 短期碳酸锂市场或延续低位震荡格局。供给端新增产能释放与存量高开工 率形成压制,而需求端新能源汽车销量增长及六氟磷酸锂价格反弹提供底 部支撑。基差走强反映现货压力边际缓解,但仓单压力仍存。未来1-2周需 重点关注节后补库节奏与盐湖新产能爬坡速度,以及江西地区8个锂矿的后 续信息,当前市场传闻,已有一家企业通过储量报告审批,剩余企业仍需 关注。 通惠期货研发部 李英杰 从业编号:F03115367 投资咨询:Z0019145 手机:18516056442 liyingjie@thqh.com.cn 孙皓 从业编号:F03118712 投资咨询:Z0019405 sunhao@thqh.com.cn 产业链供需及库存变化分析 供给端 :锂辉石和锂云母精矿价格维持稳定,但头 ...