沪指9月3日下跌1.16%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为综合、通信、电力设 备，涨幅分别为1.64%、1.61%、1.44%。电力设备行业位居今日涨幅榜第三。跌幅居前的行业为国防军 工、非银金融，跌幅分别为5.83%、3.05%。 资金面上看，两市主力资金全天净流出714.26亿元，主力资金净流入的行业仅有3个，电力设备行业净 流入资金29.58亿元；纺织服饰行业净流入资金2.22亿元；综合行业净流入资金310.66万元。 主力资金净流出的行业有28个，非银金融行业主力资金净流出规模居首，全天净流出资金122.10亿元， 其次是国防军工行业，净流出资金为101.31亿元，净流出资金较多的还有电子、计算机、机械设备等行 业。 电力设备行业今日上涨1.44%，全天主力资金净流入29.58亿元，该行业所属的个股共361只，今日上涨 的有111只，涨停的有2只；下跌的有248只。以资金流向数据进行统计，该行业资金净流入的个股有144 只，其中，净流入资金超亿元的有19只，净流入资金居首的是宁德时代，今日净流入资金16.63亿元， 紧随其后的是阳光电源、卧龙电驱，净流入资金分别为11.67亿元、4 ...

姚健 执业登记编码：S0760525040001 邮箱：yaojian@sxzq.com 杨晶晶 执业登记编码：S0760519120001 | 市场数据：2025 年 9 月 | 2 日 | | --- | --- | | 收盘价（元）： | 43.80 | | 年内最高/最低（元）： | 45.90/12.88 | | 流通A股/总股本（亿）： | 15.59/15.66 | | 流通 股市值（亿）： A | 683.02 | | 总市值（亿）： | 685.98 | | 基础数据：2025 年 | 6 月 | 30 日 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | 0.48 | | 摊薄每股收益(元)： | | | 0.48 | | 每股净资产(元)： | | | 7.83 | | 净资产收益率(%)： | | | 5.83 | 资料来源：最闻 邮箱：yangjingjing@sxzq.com 锂电设备 先导智能（300450.SZ） 买入-A(首次) 25H1 订单总量同比强势反弹，全球化战略高质量推进 2025 年 9 月 3 日 公司研究/公司快 ...

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) announced significant trading activity on September 3, 2025[1] Market Volatility - Kaipu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) experienced significant trading activity on August 30, 2025[1] - ST Chuntian (600381) had notable trading activity on September 3, 2025[1] Other Notable Announcements - ST Er Ya (600107) reported trading activity on September 3, 2025[1] - Shanghai Electric Power (600021) had significant trading activity on September 3, 2025[1] - ST Gao Hong (000851) reported trading activity on September 3, 2025[1]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 锂电设备公司已经于近期陆续公布了 2025 年上半年的财报。鑫椤锂电整理了主要锂电设备公司的业绩核心数据如 下： 公司 名称 营业收入 归母净利润 H125（亿 元） 同比 Q225（亿 元） 同比 H125（亿 元） 同比 Q225（亿 元） 同比 先导 智能 66.10 14.9% 35.12 43.9% 7.40 61.2% 3.75 扭亏 赢合 科技 42.64 -3.7% 29.26 14.2% 2.71 -19.8% 2.56 42.5% 海目 星 16.64 -30.5% 11.26 -16.4% -7.08 转亏 -5.20 转亏 杭可 科技 19.70 4.2% 12.90 28.1% 2.88 6.9% 1.72 78.7% 利元 亨 15.29 -17.5% 8.14 -25.5% 0.33 扭亏 0.21 36.8% 宏工 科技 7.57 -19.3% 4.98 5.6% 0.54 -15.7% 0.36 115.3% 曼恩 斯特 5.60 59.9% 1.22 -26.8% ...

Group 1 - The battery leader ETF (159767) saw a rise of over 2.4% in early trading on September 3, 2025, with a trading volume of 13.26 million yuan and a turnover rate of 7.1% [1] - Key stocks in the ETF, such as EVE Energy (300014), Gotion High-Tech (002074), and Xinwanda (300207), experienced significant increases in their share prices, with EVE Energy rising by 12.82% [1] - Over the past week, the battery leader ETF (159767) has accumulated a rise of 5.97%, ranking first among comparable funds, and has attracted a total of 61.52 million yuan in investments over the last five trading days [1] Group 2 - Gotion High-Tech reported a shipment of approximately 40 GWh in the first half of the year, representing a year-on-year growth of over 48%, with strong product demand and high capacity utilization [1] - The company has successfully connected its first all-solid-state battery pilot line, achieving a yield rate of 90% in the current trial production phase [1] - A series of macro policies have been implemented to address "involution" competition in the industry, which is expected to enhance the global competitiveness of China's new energy vehicle and lithium battery sectors [2] Group 3 - The National Index for New Energy Vehicle Batteries (980032) reflects the market performance of listed companies in the new energy vehicle battery industry, with the top ten weighted stocks accounting for 65.1% of the index [2] - The top ten stocks in the index include major players such as CATL, BYD, and EVE Energy, indicating a concentrated market structure [2]

Group 1: Financing Activities - Yingfan Technology completed a strategic A-round financing of over 100 million yuan, with funds primarily aimed at enhancing investments in artificial intelligence applications [1] - Wei Yi Culture announced the completion of a million-level angel round financing, with funds allocated for immersive panoramic project development and self-owned IP operations [8] - Si Ai Ran Medical completed a new round of financing exceeding 100 million yuan, with funds focused on the deep development of its first self-developed phacoemulsification and vitrectomy integrated machine product line [9] - Blue Engine, a precision agriculture robotics company, announced the completion of an angel round financing, with funds intended for product R&D upgrades, mass production, and market expansion [10] Group 2: Financial Performance - Xian Dao Intelligent reported a net profit of 375 million yuan for Q2 2025, a year-on-year increase of 456.29%, with total revenue for the first half of 2025 reaching 6.61 billion yuan, up 14.92% year-on-year [2] - NIO achieved revenue of 19.01 billion yuan in Q2 2025, a year-on-year increase of 9.0%, with a gross margin of 10.0% and cash reserves of 27.2 billion yuan [3] Group 3: Market Developments - Yushu Technology plans to submit an IPO application to the Chinese stock exchange between October and December 2025, with quadruped and humanoid robots expected to account for 65% and 30% of 2024 sales, respectively [4] - Wanjing Technology announced the integration of AI-generated content identification technology into multiple products, covering various formats such as JPG, MP4, and PDF [5] - ChatGPT's user base in South Korea surpassed 20 million in August 2023, representing approximately 40% of the country's smartphone users [6] Group 4: Corporate Changes - Audi appointed Guo Yongfeng as the executive vice president of its sales company in China, effective September 1, 2025 [7]

New Stock Issuance - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - KaiPu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) announced on August 30, 2025, regarding its stock activities[1] Trading Alerts - JiShi Media (601929) issued a notice on August 30, 2025, regarding trading activities[1] - XianDao Intelligent (300450) and DeChuang Environmental (603177) both reported updates on September 2, 2025[1] - Huahai Pharmaceutical (600521) and *ST HuiCheng (002168) also provided trading updates on September 2, 2025[1] Abnormal Fluctuations - Several companies, including Changjiang Materials (001296) and WanBangDe (002082), reported abnormal fluctuations on August 28, 2025[3] - Longjing Technology (301396) and Jinli Yongci (300748) also noted significant trading irregularities on August 27, 2025[3] - The report includes multiple links to announcements regarding trading activities and fluctuations for various companies[3]

摘要 本轮设备需求不仅源于产能扩张，更来自固态电池、海外建厂、产线升级等多重趋势叠加。 全球锂电设备行业正迎来一轮强劲的"订单狂潮"。 据高工锂电不完全统计，2025年上半年，先导智能、海目星、赢合科技、利元亨等多家头部设备企业披露的新签及在手订单总额已超过300亿元， 同比增长幅度高达70%～80%，电池领域新一轮扩产周期已全面启动。 从订单结构可以看出，本轮设备需求不仅源于产能扩张，更来自固态电池、海外建厂、产线升级等多重趋势叠加。 龙头企业订单呈现爆发式增长。 先导智能2025年上半年新签订单总额达124亿元，同比增长近70%；海目星1-6月新增订单约44.21亿元，同比大幅增长117.5%，截至6月末在手 订单规模突破100亿元；赢合科技截至一季度末因订单合同负债金额达27.59亿元，创历史峰值，环比增长67%；利元亨截至5月末在手订单为 49.21亿元。 订单的持续放量，清晰地指向一个趋势。头部电池企业正在大幅增加资本开支，以应对技术迭代、加速出海并升级产能。强劲的下游排产数据，为这 一判断提供了坚实依据。 目前，锂电行业景气度持续走高。Q3旺季整体排产实现环比6%～8%的增长，延续了8月以来的回升 ...

| 权益类证券大宗交易 (协议交易) | | | | | | | | 国 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | | 2025-09-02 | 300450 | 先导智能 | 43.80 | 6.00 | 262.80 | 中国中金财富证券 | 机构专用 | | | | | | | | | 有限公司福州五四 | | | | | | | | | | 路证券营业部 | | | 9月2日，先导智能大宗交易成交6万股，成交额262.8万元，占当日总成交额的0.03%，成交价43.8元， 较市场收盘价43.8元持平。 ...

东莞证券研报指出，先导智能2025Q2业绩同比大幅增长，业绩拐点已至。公司是全球锂电设备龙头供 应商，2025年上半年受益于国内头部电池企业开工率显著提升、扩产节奏逐渐恢复，订单同比强势反 弹，同时国际化战略稳步推进，经营态势筑底回升，经营现金流回款明显改善。随着行业回暖后续有望 回升，全球化战略持续推进，上半年海外业务收入11.54亿元，同比增长5.42%，收入占比17.46%，毛利 率同比提升至40.27%。另外，随着固态电池中试线密集落地，公司固态电池设备订单将起量，并提升 整体毛利率水平。该行预计2025-2026年EPS分别为1.11元、1.46元，对应PE分别为32倍、24倍，行业周 期回暖，叠加固态电池设备起量，公司后续业绩有望明显增长，维持"买入"评级。 ...