【振幅大】 -今日A股共有6只个股振幅超过20%； -N丹娜振幅达112.28%，迪尔化工、ST立方等个股振幅居前； 【换手率高】 -比亚迪、宁德时代、三六零、先导智能、三花智控资金净流出规模居前，分别净流出11.42亿元、7.65 亿元、7.58亿元、7.45亿元、6.45亿元。 (本文来自第一财经) -主力资金今日净流入传媒、农林牧渔、国防军工、建筑装饰、石油石化等板块，净流出有色金属、计 算机、电力设备、电子、通信等板块； -阳光电源、三七互娱、航天科技、德明利、太极实业资金净流入规模居前，分别净流入10.51亿元、 5.25亿元、4.98亿元、4.79亿元、4.72亿元； -今日A股共有20只个股换手率超过30%； -N丹娜、荣信文化、福龙马等个股换手率居前； 【主力资金】 ...

先导三季报表现亮眼，6F 价格继续上涨 机械设备 证券研究报告 行业投资策略周报/ 2025.11.03 投资评级:看好(维持) 最近 12 月市场表现 -9% 1% 11% 21% 31% 40% 机械设备 沪深300 上证指数 分析师 佘炜超 SAC 证书编号：S0160522080002 shewc@ctsec.com 分析师 郭亚新 SAC 证书编号：S0160524090003 guoyx@ctsec.com 相关报告 1. 《锂电需求回暖推动产业链价格持续上 涨》 2025-10-27 2. 《9 月动力电池出口同增 50%，6F 价格 继续上涨》 2025-10-20 3. 《锂电实施出口管制，战略地位凸显》 2025-10-13 固态电池设备行业周报 核心观点 | 1 | 一周市场回顾 4 | | --- | --- | | 2 | 产业链价格跟踪 5 | | 3 | 重点公司公告 6 | | 3.1 | 长阳科技：2025 年第三季度报告 6 | | 3.2 | 德尔股份：2025 年第三季度报告 6 | | 3.3 | 湘潭电化：2025 年第三季度报告 7 | | 3.4 | 天赐材料： ...

Wind数据显示，截至10月31日，A股市场融资余额报24689.20亿元，融券余额报174.82亿元，10月融资余额增加905.30亿元。 10月电子行业融资余额增加超180亿元，A股市场融资净买入金额最大的股票为中际旭创，净卖出金额最大的股票为先导智能。 加仓电子行业超180亿元 Wind数据显示，截至10月31日，A股两融余额报24864.02亿元，融资余额报24689.20亿元，10月A股市场融资余额增加905.30亿元。10月29日，A股两融余 额和融资余额均创历史新高。 具体来看，10月的17个交易日中，有12个交易日出现融资净买入，占比超七成。 从行业情况来看，10月申万一级31个行业中有28个行业融资余额增加，电子、有色金属、电力设备行业融资净买入金额居前，分别为181.01亿元、115.01 亿元、79.76亿元。仅有食品饮料、汽车、轻工制造行业出现融资净卖出，净卖出金额分别为17.15亿元、1.45亿元、0.45亿元。 | 行业 | 两融余额(万元) | 融资余额(万元) | 融资净买入额 | | --- | --- | --- | --- | | | | | (月元) | | SW电子 ...

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 主办单位： 高工锂电、高工产研（GGII） 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： 杉杉科技、英联复合集流体、逸飞激光、华视集团、欧科工业空调、宇电自动化 金球奖全程特约赞助： 思客琦 新品发布: 尚水智能 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） 锂电行业激荡15年，装备企业已从跟随者走向引领者的角色转变。锂电池性能提升、成本下降，再到当下对固态电池的量产攻坚，都离不开装备企业 的协同。 年会期间还将举行 十五周年庆典&高工金球奖颁奖典礼、发布蓝皮书、设行业关切主题专场 ，敬请期待！ 时刻站在锂电池制造技术尖端的先导智能，目前已实现全固态电池干法设备的集中交付， 该系统的机械速度最高至100m/min，可满足单线5- 8GWh、产品幅宽1000mm、厚度40μm-300μm生产需求，兼容2-6 条幅干法极片的高效生产。 2025（第十五届）高工锂电年会将于11月18-20日在深圳前海华侨城JW万豪酒店盛大启幕。 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.05% while the Shenzhen Component Index and the ChiNext Index fell by 1.06% and 1.37% respectively [1] - Trading volume decreased significantly, with a half-day turnover of 1.38 trillion yuan, down by 175.5 billion yuan compared to the previous trading day [1] Index Performance - The Shanghai Composite Index closed at 3956.72, with a slight increase of 1.93 points [2] - The Shenzhen Component Index and ChiNext Index saw declines of 141.18 points and 43.58 points respectively [2] - The overall market saw 2589 stocks decline while 2674 stocks rose, indicating a bearish sentiment [2] Sector Performance - The coal sector remained active, with companies like Antai Group hitting the daily limit up, driven by high demand from steel and power industries as winter approaches [3] - The lithium battery, rare earth permanent magnet, semiconductor, and consumer electronics sectors experienced widespread declines [3] - The AIGC index surged, with stocks like Fushi Holdings and Chunzhong Technology seeing significant gains [5] Specific Stock Movements - Notable declines in the new energy vehicle sector, with stocks like Xian Dao Intelligent and Dang Sheng Technology dropping over 8% and 6% respectively [4] - In contrast, Hong Kong-listed new energy vehicle stocks like NIO and XPeng saw gains of nearly 3% [4] - The gold and jewelry index fell nearly 3%, with major stocks like Chao Hong Ji nearing their daily limit down [7] Monetary Policy - The central bank conducted a reverse repurchase operation of 783 billion yuan at a fixed rate of 1.40%, resulting in a net withdrawal of 259 billion yuan for the day [8]

| 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 北方稀土 | -4.61 | -11.12亿元 | 小金属 | | 比亚迪 | -2.13 | -10.80亿元 | 汽车整车 | | 中芯国际 | -4.26 | -9.11亿元 | 未营体 | | 宁德时代 | -2.42 | -8.12亿元 | 电池 | | 先导智能 | -8.58 | -7.62亿元 | 电池 | | 中际旭创 | -1.06 | -7.41亿元 | 通信设备 | | 三六零 | 5.51 | -7.40亿元 | 软件开发 | | 福龙马 | 3.23 | -7.03亿元 | 环保行业 | | 紫雯矿业 | -3.02 | -6.74亿元 | 有色金属 | | 澜起科技 | -4.5 | -5.63亿元 | 未营体 | | 次阳组训 | _5 16 | -5 10/7 뉴 | 小 ◆ ■ | 据交易所数据显示，截至11月3日午间收盘，主力资金流出前20的股票分别为：北方稀土（-11.12亿元）、比亚迪（-10.80亿元）、中芯国际（-9.11亿元）、 宁德时代 ...

新锂程：锂电固态电池设备的新变化 20251102 摘要 2025 年头部锂电设备公司业绩显著改善，先导智能利润逐季增长，全 年业绩符合预期，预计四季度收入和利润将继续环比上升，毛利率也将 有所提升。 锂电设备行业订单显著改善，核心公司订单增速从 2023-2024 年的负 增长转为 2025 年三季度末的约 40%，预计全年行业订单增速在 30- 40%之间，龙头公司先导智能前三季度订单增速约为 50%。 2026 年市场前景总体乐观，但增速可能减缓，动力电池需求仍占主导， 储能需求增长迅速，国内政策支持和海外市场需求增加将推动储能市场 发展。 固态电池领域取得重要进展，宝马、三星与 Solid Power 合作开展全固 态电池验证项目，标志着全固态电池技术向商业化应用迈出重要一步。 全球固态电池技术发展迅速，大众参股的 QuantumScape 计划在 2030 年前实现量产，先导智能上半年新增固态电池订单超预期，中科 院在离子调控技术方面取得突破。 Q&A 今年锂电设备行业的三季度报告显示了哪些主要变化和趋势？ 今年锂电设备行业的三季度报告显示出显著的增速变化和盈利增长。自 2023 年下半年开始，锂电 ...

Core Insights - The lithium battery industry has evolved over 15 years, with equipment companies transitioning from followers to leaders in the sector [2] - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen [3] - The conference will feature a 15th-anniversary celebration and the High-Performance Golden Ball Awards ceremony, along with the release of a blue paper and industry-focused thematic sessions [8] Industry Developments - Leading intelligent companies have achieved concentrated delivery of dry-process equipment for all-solid-state batteries, with mechanical speeds reaching up to 100m/min, capable of meeting production demands of 5-8 GWh per single line [2] - The domestic lithium battery industry is entering a new phase of capacity expansion, with GGII estimating that equipment bidding capacity will exceed 250 GWh in 2025 and potentially surpass 350 GWh in 2026 [6] - Leading intelligent companies have secured substantial orders amid this wave of lithium battery capacity expansion [6] Event Highlights - Wang Yanqing, Chairman of Leading Intelligent, will deliver a keynote speech during the conference [4] - The event is organized by GGII and features various sponsors, including Hai Moxing Laser and Dazhu Lithium Battery [1]

Core Viewpoint - The lithium battery sector in the A-share market has experienced a significant decline, with multiple stocks showing substantial drops in their share prices [1][2]. Group 1: Stock Performance - Haike Xinyuan (301292) saw a decline of 12.91%, with a total market capitalization of 7.034 billion [2]. - Xian Dao Intelligent (300450) decreased by 7.69%, with a market cap of 84.6 billion [2]. - Keda Manufacturing (600499) fell by 7.09%, with a market value of 23.4 billion [2]. - Zhongcai Technology (002080) dropped by 7.04%, with a market capitalization of 54.1 billion [2]. - Bolivian (688345) experienced a 7.02% decline, with a market cap of 3.736 billion [2]. - Jia Yuan Technology (688388) decreased by 6.45%, with a market value of 16.9 billion [2]. - Zhongyi Technology (301150) fell by 6.31%, with a market capitalization of 9.733 billion [2]. - Tianhong Lithium Battery (920252) saw a decline of 6.16%, with a market cap of 3.11 billion [2]. - Daway Co. (002213) dropped by 5.85%, with a market value of 6.264 billion [2]. - Duofluor (002407) decreased by 5.63%, with a market capitalization of 31.9 billion [2]. - Other notable declines include Changzuo Period (688353) down by 5.12%, Shida Shenghua (603026) down by 4.98%, and Dangsheng Technology (300073) down by 4.90% [2].

Group 1 - The A-share market for lithium battery concept stocks has weakened significantly, with notable declines in various companies [1] - Haike Xinyuan experienced a nearly 13% drop, while companies such as Xian Dao Intelligent, Keda Manufacturing, and Zhongcai Technology fell over 7% [1] - Other companies like Jiayuan Technology, Zhongyi Technology, and Tianhong Lithium also saw declines exceeding 6%, and Daway Co., Duofuduo, and Huasheng Lithium dropped over 5% [1]