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欣旺达涨2.01%,成交额3.08亿元,主力资金净流出246.30万元
Xin Lang Cai Jing· 2025-10-21 02:09
Core Viewpoint - XINWANDA's stock price has shown significant growth this year, with a year-to-date increase of 37.40% and a recent upward trend in trading performance [1][2] Financial Performance - For the first half of 2025, XINWANDA achieved a revenue of 26.985 billion yuan, representing a year-on-year growth of 12.82% [2] - The net profit attributable to shareholders for the same period was 856 million yuan, reflecting a year-on-year increase of 3.88% [2] Shareholder Information - As of June 30, 2025, the number of XINWANDA shareholders increased to 114,600, up by 5.76% from the previous period [2] - The average number of circulating shares per shareholder decreased by 5.45% to 14,946 shares [2] Dividend Distribution - Since its A-share listing, XINWANDA has distributed a total of 1.772 billion yuan in dividends, with 755.6 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 90.6951 million shares, a decrease of 5.8824 million shares from the previous period [3] - The third-largest circulating shareholder is E Fund's ChiNext ETF, holding 33.9136 million shares, down by 859,400 shares [3] - Southern CSI 500 ETF ranks as the sixth-largest circulating shareholder, increasing its holdings by 300,960 shares to 21.9120 million shares [3]
iTherM2025热管理产业大会,电池热管理专题嘉宾剧透
DT新材料· 2025-10-20 16:05
01 大会信息 大会时间: 2025年12月3-5日 大会地点: 中国 · 深圳国际会展中心(深圳市宝安区福海街道展城路1号) 大会主题: 融合 · 创新 | 传递多一点 特色活动: 热管理展(350+展商,20000 m 2 展区) 详细信息点击查看~ iTherM(i nsight T hermal M anagement )洞见热管理 ,定位于热管理产业链一站式、高效率价值服 务平台。 在新质生产力发展背景下, 2 02 5第六届热管理产业大会暨博览会( iTherM 2025)将 紧密依 托电子信息、新材料、新能源、 半导体、 数字经济、 汽车、 智慧网联 、低空经济、 绿色低碳等 诸多 产业集群,以热管理价值优势 及应用 场景 为导向, 洞见 和把握 热管理行业政策、科学、材料、技术、 标准和工程等前沿动态与发展趋势 。 iTherM 2025将 吸收顶尖研究机构和公司的行业远见 , 内容涵盖热管理 行业 的科学前沿、功能材料、技 术应用和工程方案等多个领域, 诚挚 邀请国内外知名学者、技术专家、领军企业高管、 政府园区、 科研 院所和投资机构 等嘉宾走上大会舞台, 共同探讨热管理产业新动态、新技术 ...
AI驱动创新周期!消费电子ETF(159732)上涨2.28%,东山精密涨停
Mei Ri Jing Ji Xin Wen· 2025-10-20 07:11
Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.66%, driven by strong performances in sectors such as communication equipment, forestry, and electronic components [1] - The Consumer Electronics ETF (159732) experienced a significant increase of 2.28%, with notable gains from constituent stocks such as Dongshan Precision rising by 9.99%, Zhaoyi Innovation by 5.87%, and Jabil Circuit by 5.17% [1] Group 2 - Canalys projects that the penetration rate of AI smartphones will rise from 34% in 2025 to 53% by 2028, indicating a growing trend in the integration of AI technology within mobile devices [3] - Bloomberg's Mark Gurman reported that Apple is shifting its R&D focus from the Apple Vision Pro to smart glasses, while pausing the development of a lightweight headset, reflecting a strategic pivot in product development [3] - Shanghai Securities noted that AI is driving the consumer electronics industry into an innovation cycle, with the combination of AI and hardware expected to significantly enhance user experience and potentially trigger a replacement wave [3] - The Consumer Electronics ETF (159732) tracks the National Index of Consumer Electronics, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with significant focus on electronic manufacturing, semiconductors, and optical electronics [3]
欣旺达股价涨5.16%,中金基金旗下1只基金重仓,持有7800股浮盈赚取1.16万元
Xin Lang Cai Jing· 2025-10-20 02:47
10月20日,欣旺达涨5.16%,截至发稿,报30.35元/股,成交8.61亿元,换手率1.68%,总市值560.70亿 元。 资料显示,欣旺达电子股份有限公司位于广东省深圳市宝安区石岩街道石龙社区颐和路2号综合楼,香港 铜锣湾希慎道33号利园1期19楼1919室,成立日期1997年12月9日,上市日期2011年4月21日,公司主营 业务涉及锂离子电池模组的研发、设计、生产及销售。主营业务收入构成为:消费类电池51.47%,电 动汽车类电池28.18%,其他16.63%,储能系统类3.72%。 从基金十大重仓股角度 数据显示,中金基金旗下1只基金重仓欣旺达。中金中证500ESG指数增强A(016680)二季度持有股数 7800股,占基金净值比例为1.22%,位居第七大重仓股。根据测算,今日浮盈赚取约1.16万元。 王家列累计任职时间298天,现任基金资产总规模3.17亿元,任职期间最佳基金回报27.56%, 任职期间 最差基金回报3.55%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构 ...
2025先进电池产业集群论坛盛大开幕
本报讯 (记者丁蓉)10月16日至18日,以"聚能向新 智领未来"为主题的2025第五届先进电池产业集群 论坛在深圳举行。政府领导、行业顶尖专家学者、先进电池材料产业上下游企业代表等1000余人齐聚一 堂,聚焦产业前沿动态和技术创新,共绘电池行业未来新蓝图。 此次论坛在深圳市工业和信息化局、深圳市市场监督管理局和先进电池材料产业集群指导下,由清华大 学深圳国际研究生院主办,深圳市清新电源研究院和深圳市电源技术学会联合承办。会议主席由先进电 池材料产业集群名誉理事长、中国科学院物理所陈立泉研究员,清华大学深圳国际研究生院教授、先进 电池材料产业集群专家委员会主任康飞宇教授担任。大会执行主席由清华大学深圳国际研究生院、先进 电池材料产业集群负责人李宝华教授,以及欣旺达副总裁兼首席可持续发展官、先进电池材料产业集群 副秘书长梁锐担任。 梁锐主持会议开幕式。他表示,当前全球绿色低碳转型持续加速,新能源产业迎来重要发展机遇。作为 产业发展的关键基石,先进电池正步入技术突破、产能升级与生态构建的新阶段。唯有推动协同创新、 打破行业壁垒、共建开放生态,才能实现产业链的整体跃升与可持续发展。 本届论坛由先进电池材料产业集群专 ...
2025年中国锂离子电芯‌行业产业链全景、行业产量、行业产值、市场需求及未来发展趋势研判:储能市场开启第二增长曲线,行业格局向头部集中[图]
Chan Ye Xin Xi Wang· 2025-10-18 02:18
Core Insights - The lithium-ion cell industry is experiencing robust growth driven by the "dual carbon" strategy, with annual growth rates exceeding 30% for new energy vehicles from 2021 to 2024, and a 37% year-on-year increase in production and sales in the first eight months of 2025 [1][6] - The total production of lithium batteries in China is projected to rise from 750 GWh in 2022 to 1,170 GWh in 2024, with a staggering 68% year-on-year increase in the first four months of 2025 [1][8] - Despite fluctuations in raw material prices leading to a decrease in industry total output value to 1.2 trillion yuan in 2024, the energy storage sector continues to drive growth, indicating strong future demand [1][11] Industry Overview - Lithium-ion cells are the core energy units of lithium-ion battery systems, consisting of four key materials: cathode, anode, electrolyte, and separator [2] - The industry is categorized into three segments: power batteries, energy storage batteries, and consumer batteries, with power batteries being the primary driver and energy storage systems emerging as the fastest-growing segment [6][8] Market Dynamics - The new energy vehicle market is the main growth driver for lithium-ion batteries, with production and sales maintaining an average annual growth rate of over 30% from 2021 to 2024 [6][8] - The energy storage sector is also experiencing explosive growth, with installed capacity expected to reach over 40% of the global total by the end of 2024, and a 29% increase in the first half of 2025 compared to the end of 2024 [1][6] Production Trends - The production of lithium batteries in China is expected to grow significantly, with a compound annual growth rate of 24.9% from 2022 to 2024, and a 68% year-on-year increase in early 2025 [1][8] - The market structure is evolving from being driven by consumer electronics to a dual-driven model of new energy vehicles and energy storage [8] Future Development Trends - The lithium-ion cell industry is expected to transition towards high-quality development driven by technology, with a focus on material breakthroughs and the industrialization of solid-state batteries [12][13] - The market will see a shift from price competition to a comprehensive competition involving technology, supply chains, and business models, leading to increased market concentration [12][14] - The industry is moving towards a more concentrated and ecological model, with leading companies leveraging their advantages to outcompete smaller firms and establish a closed-loop recycling system [14]
多家上市公司在eVTOL领域布局,其中电池厂商居多
Sou Hu Cai Jing· 2025-10-17 16:51
Group 1 - The core viewpoint of the articles highlights the resurgence of the low-altitude economy with Didi's entry, indicating that the industry is maturing as policies become more detailed, and companies involved in the related supply chain will benefit first, showcasing significant investment value [1] - The eVTOL (electric Vertical Take-Off and Landing) sector is gaining traction as a new carrier for the low-altitude economy, with numerous listed companies increasing their investments in this area. As of October 10, 2025, 33 listed companies have seen their stock prices double this year, with notable increases from companies like Beifang Changlong (301357.SZ) and Shanghai Xiba (603200.SH) [2][3] - The A-share low-altitude economy concept includes 434 listed companies, categorized into four core segments: complete machine manufacturing, core components, operational services, and air traffic management and support [3] Group 2 - In the complete machine manufacturing sector, leading companies like Wanfeng Aowei have over 260 aircraft orders, including a significant order of 100 units from Puyin Jinzu. The company plans to achieve mass production of flying cars by 2025 [4] - The core components of eVTOL are crucial for performance and safety, including power systems, avionics, and fuselage components. Companies like Zongshen Power are making strides with their CA500 aviation piston engine, which is set to be the first domestic aviation power product to gain airworthiness approval [5] - The battery sector is highly active, with companies like EVE Energy and CATL making significant advancements in battery technology for eVTOL applications. EVE Energy has showcased high-performance battery systems for electric airships and is developing solid-state batteries with a target energy density of 400Wh/kg by 2028 [7][12] Group 3 - The air traffic management system is dominated by companies like Lais Information, which holds a 90% market share and has secured over 2 billion in orders for air traffic information systems by 2025 [6] - The solid-state battery market is projected to grow significantly, with eVTOL expected to drive a demand increase of 30GWh for lithium batteries by 2030, creating a billion-dollar market for solid-state batteries [12][13] - The industry is supported by government policies aimed at promoting the production of high-performance aviation lithium batteries, with plans to achieve mass production of 400Wh/kg batteries by 2026 [12][13]
欣旺达:半固态电池已供货 固态电池研发顺利
Ju Chao Zi Xun· 2025-10-17 13:29
Core Viewpoint - XINWANDA has successfully supplied semi-solid-state batteries to customers and is making steady progress in the research and development of solid-state batteries, aiming for mass production [1][4]. Group 1: Product Development - The semi-solid-state battery utilizes a new electrolyte system and high energy density anode and cathode materials, demonstrating outstanding safety, cycle life, and low-temperature performance [1]. - The company has completed partial customer validation and achieved small-scale supply, with applications in electric vehicles and energy storage systems [1]. Group 2: Strategic Focus - Solid-state batteries are identified as the next generation of high safety and high energy density power batteries, which is a key focus area for the company [4]. - The company has made progress in material system innovation and production process optimization, achieving milestones in electrolyte, interface compatibility, and structural design [4]. Group 3: Production and Market Position - XINWANDA has established production and R&D bases for power batteries in Guangdong and Jiangsu, and has set up a pilot line for solid-state batteries to accelerate process validation and industrial preparation [4]. - The company plans to introduce new battery products in the passenger vehicle and high-end energy storage markets first [4]. Group 4: Industry Outlook - Industry analysis suggests that solid-state batteries are a significant direction for future electric vehicles, with semi-solid-state technology likely to be commercialized first [4]. - XINWANDA's leading position in this field, along with its advantages in technology R&D and mass production, positions it well to gain a competitive edge in the upcoming industry competition [4]. Group 5: Future Commitment - The company will continue to increase R&D investment, strengthen innovation in new battery materials and manufacturing technologies, and promote the rapid realization of solid-state battery mass production [4].
固态电池进入产业化关键阶段
Zheng Quan Ri Bao Wang· 2025-10-17 13:14
先进电池材料产业集群秘书长、欣旺达(300207)电子股份有限公司(以下简称"欣旺达")副总裁兼首席 可持续发展官梁锐在接受《证券日报》记者采访时表示:"近年来,固态电池技术加速发展。目前,锂 离子电池已经由过去100%为液态电解液可以做到只有10%至15%为液态,在固态化方面取得了很大进 展。固态电池产业正处于半固态电池加快推广应用、全固态电池全力研发落地的关键阶段。" 曾经主要存在于实验室的固态电池,正以前所未有的速度走向产业化落地,突破性进展不断。10月17 日,2025第五届先进电池产业集群论坛在深圳开幕,固态电池产业的发展成为备受参会人士关注的焦点 之一。 学术界、产业界进展不断 锂电池持续朝着高安全性、高能量密度、长寿命、宽温域发展,当前,要进一步提升其能量密度,液态 锂电池的安全性面临挑战,而固态电池兼具高能量密度与高安全性,是锂电池实现进一步升级发展的有 效途径,因此被视作"下一代电池技术",成为解决续航和安全焦虑的重要方案。 在2025第五届先进电池产业集群论坛上,多名接受《证券日报》记者采访与会专家表示,围绕电池的安 全,近10多年来业界作了大量的研究,当电池的能量密度超过400瓦时每公斤 ...
欣旺达:公司半固态电池目前已经对客户供货,固态电池研发顺利
Mei Ri Jing Ji Xin Wen· 2025-10-17 08:22
欣旺达(300207.SZ)10月17日在投资者互动平台表示,您好!感谢您对公司的关注与支持。公司半固 态电池目前已经对客户供货,固态电池研发顺利,正在积极探索商业化落地方案中。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问公司的半固态电池有批量生产吗?固态电池进度 如何了? ...