数据显示，南方基金旗下1只基金位居鹏辉能源十大流通股东。南方中证1000ETF（512100）二季度增 持61.71万股，持有股数324.67万股，占流通股的比例为0.8%。根据测算，今日浮亏损失约678.56万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益28.58%，同 类排名2093/4221；近一年收益34.04%，同类排名1521/3848；成立以来收益13.79%。 10月9日，鹏辉能源跌5.12%，截至发稿，报38.71元/股，成交8.96亿元，换手率5.59%，总市值194.84亿 元。 资料显示，广州鹏辉能源科技股份有限公司位于广东省广州市番禺区沙湾镇市良路(西村段)912号，成 立日期2001年1月18日，上市日期2015年4月24日，公司主营业务涉及锂离子电池、一次电池的研发、生 产和销售。主营业务收入构成为：锂离子电池98.89%，其他(补充)1.11%。 从鹏辉能源十大流通股东角度 截至发稿，崔蕾累计任职时间6年338天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 164.18%， 任职期间最差基金回报-1 ...

| | 倒计时37天 | | --- | --- | | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 | | | 协办单位及固态年会总冠名： 茹天科技 | | | 活动时间： 2025年11月6-8日 | | | 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） | | | 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ | | | 同期活动： | 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 2025 年二季度，锂电板块结 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司目前还持有鹏辉能源多少股份？ 天力锂能（301152.SZ）9月29日在投资者互动平台表示，截至目前，公司未持有鹏辉能源股份。 （记者 王晓波） ...

Group 1 - The core viewpoint of the news is that Penghui Energy's stock has seen a significant increase, with a rise of 5.67% to 41.38 CNY per share, and a total market capitalization of 20.828 billion CNY [1] - Penghui Energy, established on January 18, 2001, specializes in the research, production, and sales of lithium-ion batteries and primary batteries, with lithium-ion batteries accounting for 98.89% of its main business revenue [1] - The trading volume for Penghui Energy reached 718 million CNY, with a turnover rate of 4.41% [1] Group 2 - Among the top shareholders of Penghui Energy, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 617,100 shares in the second quarter, bringing its total to 3.2467 million shares, which represents 0.8% of the circulating shares [2] - The Southern CSI 1000 ETF has achieved a year-to-date return of 27.27% and a one-year return of 47.41%, ranking 2099 out of 4220 and 1424 out of 3846 in its category, respectively [2] - The fund manager of Southern CSI 1000 ETF, Cui Lei, has been in the position for 6 years and 329 days, with the fund's total asset size reaching 94.976 billion CNY [3]

海内外储能市场需求共振 "现在大容量储能电芯十分紧俏，部分企业的大容量储能电芯排单已经排到了2026年第一季度。"一位储 能行业从业人员向《证券日报》记者表示。 储能电芯"一芯难求"，是海内外市场共振的结果。一方面，海外大储需求正处于爆发状态；另一方面， 国内储能需求强劲。储能市场部分产品供应出现短缺，惠州亿纬锂能（300014）股份有限公司等上市公 司订单饱满，迎来新一轮市场机遇。 产业链上市公司各展所长 A股上市公司在储能产业链各环节深耕。在储能电池领域，惠州亿纬锂能股份有限公司处于全球领先水 平。该公司生产的储能电池服务的市场包括电力储能、工商业储能、户用储能、通信储能、数据中心备 电、船舶动力等。公司提供从电芯、模组、系统到电池管理系统全产品解决方案及用户侧储能智慧运营 服务。该公司相关负责人近日在交易所互动平台表示："我公司储能电池订单较为饱满，目前处于满产 状态。" 广州鹏辉能源（300438）科技股份有限公司今年上半年储能电芯出货量稳居全球企业前列。今年上半 年，该公司持续加强技术创新，推出590Ah/600+Ah大容量储能电芯产品，600+Ah电芯通过纳米盾技 术、凝胶阻燃电解液技术及蜂巢碳冷 ...

Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by strong market demand, supportive policies, and technological advancements, with key players in the industry showing robust stock performance [1][2][3] Group 1: Market Performance - On September 29, 2025, the solid-state battery sector saw strong upward movement, with stocks like Shida Shenghua and Dofluorid rising to their daily limit [1] - The battery ETF (159755) reached a nearly three-year high, with a price increase of over 4% during the morning session, and has seen a net inflow of 6 billion yuan over the past 20 trading days [1] - The energy storage battery ETF (159305) also rose over 3%, with a turnover rate of 12%, indicating strong market interest [1] Group 2: Policy and Industry Developments - Eight government departments issued a plan to accelerate the application verification of high-end products like solid-state battery materials [2] - The Ministry of Industry and Information Technology released an action plan to support foundational research in cutting-edge technologies, including solid-state batteries [2] - A new "Solid-State Battery Intelligent Manufacturing Platform" was established, indicating a collaborative effort among domestic lithium battery equipment companies [2] Group 3: Industry Outlook - The global solid-state battery industry is transitioning from research to commercialization, with China expected to achieve small-scale production by around 2027 [3] - The solid-state battery sector is projected to enter a critical phase of pilot production in the second half of 2025, with expectations of significant output growth by 2030 [3] - The overall battery industry is experiencing improved market conditions, with policies driving demand for energy storage solutions [3]

每日经济新闻 每经AI快讯，9月29日，电池板块开盘涨幅居前，天际股份涨超9%，湖南裕能、鹏辉能源、万润新能、 容百科技、天宏锂电等个股跟涨。 ...

摘要 继续看好储能板块投资机会 20250928 储能电芯供需紧张，龙头企业已率先提出 5%-10%的涨价诉求，新订单 和小订单涨幅更高，散单价格持续上涨，主流储能电池缺货情况加剧， 反映市场对储能电池的强劲需求。 储能系统价格近期有所修复，海博思创和阳光新能源招标价格上行 3-4 分，涨幅高于储能电池，终端业主方收益率提升，符合国家反内卷政策， 预计四季度大客户价格将迎来修复，散单价格有望创新高。 六氟磷酸锂报价已超过 55,800 元/吨，较中期上涨超 10%，尽管碳酸 锂价格回落，但六氟磷酸锂仍有上涨空间，有效产能约 30 万吨，需求 乐观，若天赐、多氟多控制排产，10-11 月仍有上探空间。 隔膜赛道进入新的均衡阶段，恩捷股份已实现满产两个月，四季度需求 环比向上，难以满足客户需求，二三线客户针对司法涂覆产品提价约 10%。 铁锂市场需求饱满，裕能、富临、龙蟠等企业满产甚至超产，预计铁锂 行业价格可能迎来适当修复，以支持亏损企业准备四季度及明年生产计 划。 Q&A 目前储能行业的供需情况如何？ 当前储能行业的供需情况较为紧张，尤其是电芯环节。主要储能电池厂如宁德 时代、亿纬、中创瑞浦等企业均处于满产状 ...

碳中和绿色影响力品牌通过讲好绿色品牌故事，传播品牌声音，激励更多企业向新向绿 前 行 ， 引 导 生 产 要 素 向 绿 色 低 碳 领 域 汇 聚 ， 推 动 产 业 格 局 从 " 规 模 竞 争 " 转 向 " 质 量 竞 赛"。 欢迎分享给你的朋友！ 出品 | 中国能源报（ID：c n e n e rg y） 编辑丨赵方婷 | 序号 | 企业名称 | | --- | --- | | 1 | 国家电力投资集团有限公司 | | 2 | 中国华电集团碳资产运营有限公司 | | 3 | 中国华电产融绿色金融研究中心 | | 4 | 华电江苏能源有限公司 | | 5 | 协鑫（集团）控股有限公司 | | 6 | 通威集团 | | 7 | 隆基绿能科技股份有限公司 | | 8 | 金风科技股份有限公司 | | 9 | 天合光能股份有限公司 | | 10 | 英利能源发展有限公司 | | 11 | 浙江正泰新能源开发有限公司 | | 12 | 川财证券有限责任公司 | | 13 | 厦门科华数能科技有限公司 | | 14 | 广州鹏辉能源科技股份有限公司 | | 15 | (北京)技术有限公司 中储国能 | | 1 ...

Core Viewpoint - The energy storage industry is experiencing a significant demand for battery cells, leading to price increases and a complex market environment where companies must navigate rising costs and competitive pressures [2][3][5]. Group 1: Market Dynamics - The demand for energy storage battery cells is strong, with leading battery manufacturers operating at full capacity and some orders extending into early next year [2]. - The price of battery cells has increased by 0.02–0.03 yuan/Wh, with costs being passed down to system integrators [2][3]. - The commercial energy storage market is at a turning point, facing pressure from rising costs and slowing growth, leading to a dilemma for system integrators on whether to raise prices or lower them to secure orders [3][5]. Group 2: Pricing Trends - The mainstream price for commercial energy storage systems is expected to stabilize between 0.6-0.68 yuan/Wh, with potential for limited increases in the future [10][13]. - Since September 2023, the price of commercial energy storage units has dropped significantly, with a decline of 60.71% from 1.40 yuan/Wh to as low as 0.55 yuan/Wh [6][10]. - The overall average price for commercial energy storage units has stabilized around 0.65 yuan/Wh, with the lowest price recorded at 0.53 yuan/Wh [6]. Group 3: Value vs. Price Competition - The industry is shifting from a focus on low prices to a focus on quality-price ratio (value competition), driven by stricter safety regulations and changes in pricing policies [17][20]. - Companies are encouraged to prioritize high value over low prices, as long-term profitability relies on product longevity, efficiency, and reliability [19][23]. - The competition is expected to evolve, with leading firms leveraging technology and service capabilities to create barriers, while smaller firms may struggle or pivot to contract manufacturing [24][25]. Group 4: Future Outlook - By 2025, the energy storage industry is anticipated to undergo significant consolidation, with weaker companies potentially exiting the market due to price pressures [25]. - The market is expected to stabilize as it matures, with companies that excel in technology, product quality, and service likely to dominate [25][26]. - The focus will shift towards creating long-term value through innovation and operational efficiency, rather than engaging in detrimental price wars [20][21].