截至9月5日收盘，宁德时代概念上涨5.10%，位居概念板块涨幅第9，板块内，263股上涨，天华新能、 先导智能、誉辰智能等20%涨停，天赐材料、丰元股份、尚太科技等涨停，纳科诺尔、贝特瑞、阳光电 源等涨幅居前，分别上涨19.64%、19.03%、16.67%。跌幅居前的有诺力股份、东杰智能、方大特钢 等，分别下跌3.23%、1.80%、1.44%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 固态电池 | 6.90 | 兵装重组概念 | -1.14 | | 钠离子电池 | 6.72 | 乳业 | -0.51 | | PET铜箔 | 5.88 | 中韩自贸区 | 0.35 | | 钙钛矿电池 | 5.67 | 白酒概念 | 0.45 | | 两轮车 | 5.52 | 粮食概念 | 0.45 | | BC电池 | 5.50 | 啤酒概念 | 0.45 | | 共封装光学(CPO) | 5.35 | 高压氧舱 | 0.46 | | 石墨电极 | 5.26 | 养鸡 | 0.47 | | 宁德时代概念 | 5.1 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 固态电池 | 6.90 | 兵装重组概念 | -1.14 | | 钠离子电池 | 6.72 | 乳业 | -0.51 | | PET铜箔 | 5.88 | 中韩自贸区 | 0.35 | | 钙钛矿电池 | 5.67 | 白酒概念 | 0.45 | | 两轮车 | 5.52 | 粮食概念 | 0.45 | | BC电池 | 5.50 | 啤酒概念 | 0.45 | | 共封装光学(CPO) | 5.35 | 高压氧舱 | 0.46 | | 石墨电极 | 5.26 | 养鸡 | 0.47 | | 宁德时代概念 | 5.10 | 预制菜 | 0.52 | | 动力电池回收 | 5.08 | 猪肉 | 0.56 | 资金面上看，今日固态电池概念板块获主力资金净流入167.56亿元，其中，180股获主力资金净流入， 36股主力资金净流入超亿元，净流入资金居首的是先导智能，今日主力资金净流入19.68亿元，净流入 资金居前的还有宁德时代、华友钴业、赣锋锂业等，主力资金分别净流入12.87亿元、12. ...

机构评级来看，近5日共有4家机构评级买入。预计目标价最高的是国泰海通证券，9月2日国泰海通证券 发布的研报给予公司目标价位42.64元。（数据宝） 先导智能9月5日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 74350.44 | 146581.52 | | 买二 | 国泰海通证券股份有限公司上海分公司 | 61644.62 | 0.00 | | 买三 | 机构专用 | 20768.92 | 20515.80 | | 买四 | 中信证券股份有限公司上海溧阳路证券营业部 | 15738.07 | 102.06 | | 买五 | 开源证券股份有限公司西安高新成章路证券营业部 | 14496.30 | 20.82 | | 卖一 | 深股通专用 | 74350.44 | 146581.52 | | 卖二 | 平安证券股份有限公司深圳蛇口招商路招商大厦证券营 | 1463.55 | 41467.01 | 先导智能今日涨停，全天换手率19.94%，成交额161.06亿 ...

ETF涨跌幅： 涨幅方面，固态电池概念爆发！储能、锂电相关ETF霸榜 具体来看，随着技术突破加速产业化，电力设备及电池产业链排产及出货量有望不断提升，锂电材料价格有望企稳回升。这也使得 电池相关ETF本周出现"霸榜情况"！涨幅前十的ETF清一色都与电池相关。其中通锂电池ETF（561160）涨幅超15%位居榜首、电池 50ETF（159796）、电池ETF（561910）涨幅超14%；多支储能相关ETF张超10%。 市场回顾： 本周（2025年9月1日-9月5日），A股主要指数在震荡中延续强势格局，上证指数围绕3800点高位整固，创业板指与科创50领涨市 场，彰显新质成长风格的活跃动能。两融余额持续攀升，逼近历史峰值，增量资金积极入场，两市成交额连续放大，市场交投活 跃，反映出投资者信心稳固、参与热情高涨。指数方面，A股主要指数普涨，上证指数、深证成指、创业板指分别 涨-1.18%、-0.83%、2.35%。 ETF方面，在政策支持与流动性改善的双重驱动下，结构性机会主导行情演绎，成长板块成为资金聚焦主线。国务院印发"人工智能 +"行动指导意见，明确提出推动智能终端与新能源基础设施协同发展，有效催化锂电池、储 ...

Core Insights - The perovskite battery concept has seen a significant increase of 5.67%, ranking fourth among concept sectors, with 54 stocks rising, including notable gainers like Xian Dao Intelligent and Li Yuan Heng, which hit the 20% limit up [1][2] Market Performance - The perovskite battery sector attracted a net inflow of 4.305 billion yuan, with 43 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows. Leading the inflow was Xian Dao Intelligent with 1.968 billion yuan [2][3] - Other notable stocks with significant net inflows include Longi Green Energy (0.408 billion yuan), Tongwei Co. (0.356 billion yuan), and Huagong Technology (0.353 billion yuan) [2] Stock Performance - Top performers in the perovskite battery sector included: - Xian Dao Intelligent: +20.01% with a turnover rate of 19.94% and a net inflow of 1.968 billion yuan [3] - Li Yuan Heng: +20.00% with a net inflow rate of 8.64% [4] - Mingyang Smart Energy: +9.97% with a net inflow rate of 18.04% [5] - Stocks with the highest net inflow ratios included Xizi Clean Energy (22.02%), Mingyang Smart Energy (18.04%), and Yaopi Glass (15.13%) [3][5] Decliners - The stocks with the largest declines included China Nuclear Power (-0.46%), Huangshi Group (-0.26%), and Lushan New Materials (-0.08%) [1][6]

| 300037 | 新宙邦 | 7.48 | 6.36 | 7890.69 | 4.97 | | --- | --- | --- | --- | --- | --- | | 000066 | 中国长 | 1.90 | 3.29 | 7847.20 | 4.66 | | | 城 | | | | | | 603906 | 龙蟠科 | 6.95 | 11.32 | 7809.23 | 8.09 | | | 技 | | | | | | 002759 | 天际股 | 9.98 | 3.06 | 7741.02 | 36.41 | | | 份 | | | | | | 000009 | 中国宝 | 5.53 | 3.73 | 7704.43 | 7.92 | | | 安 | | | | | | 300035 | 中科电 气 | 8.61 | 29.18 | 7634.60 | 1.94 | | 300438 | 鹏辉能 | 7.80 | 20.71 | 7599.35 | 2.80 | | | 源 | | | | | | 688353 | 华盛锂 | 19.99 | 9.20 | 6838.38 | 15.51 | | ...

截至9月5日收盘，BC电池概念上涨5.50%，位居概念板块涨幅第6，板块内，42股上涨，先导智能20% 涨停，芯碁微装、海目星、明冠新材等涨幅居前，分别上涨13.85%、13.29%、9.90%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 固态电池 | 6.90 | 兵装重组概念 | -1.14 | | 钠离子电池 | 6.72 | 乳业 | -0.51 | | PET铜箔 | 5.88 | 中韩自贸区 | 0.35 | | 钙钛矿电池 | 5.67 | 白酒概念 | 0.45 | | 两轮车 | 5.52 | 粮食概念 | 0.45 | | BC电池 | 5.50 | 啤酒概念 | 0.45 | | 共封装光学(CPO) | 5.35 | 高压氧舱 | 0.46 | | 石墨电极 | 5.26 | 养鸡 | 0.47 | | 宁德时代概念 | 5.10 | 预制菜 | 0.52 | | 动力电池回收 | 5.08 | 猪肉 | 0.56 | 资金面上看，今日BC电池概念板块获主力资金净流入37.00亿 ...

截至9月5日收盘，PET铜箔概念上涨5.88%，位居概念板块涨幅第3，板块内，44股上涨，先导智能、利 元亨等20%涨停，英联股份、洁美科技、沃格光电等涨停，隆扬电子、远东股份、嘉元科技等涨幅居 前，分别上涨10.61%、8.60%、8.27%。 今日涨跌幅居前的概念板块 | 603124 | 江南新 | 3.57 | 10.53 | 971.01 | 3.94 | | --- | --- | --- | --- | --- | --- | | | 材 | | | | | | 003015 | 日久光 | 2.61 | 5.14 | 833.15 | 3.60 | | | 电 | | | | | | 002992 | 宝明科 | 4.55 | 2.22 | 393.35 | 1.88 | | | 技 | | | | | | 300305 | 裕兴股 | 1.73 | 2.52 | 248.42 | 4.78 | | | 份 | | | | | | 688530 | 欧莱新 | 3.15 | 3.43 | 192.00 | 4.75 | | | 材 | | | | | | | 元琛科 | | | | | | 6 ...

| 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | | 1 | 深殿通寺用 | | 691次 46.89% | 2 | 74350.44 | 4.62% | 146581.52 | 9.10% | | 2 | 国泰密通证券股份有限公司上海分公司 | nev:com | 2次 50.00% | ▲ | 61644.62 | 3.83% | 0.00 | 0.00% | | 3 | 机构专用 | | 1707次 42.71% | | 20768.92 | 1.29% | 20515.80 | 1.27% | | র্ব | 中信证券股份有限公司上海漂阳路证券营业部 | | 36次 55.56% | ▶ | 15738.07 | 0.98% | 102.06 | 0.01% | | 5 | 开源证券股份有限公司西安高新成草路证券营业部 | | 21次 47.62% | ▲ | ...

Market Overview - The market experienced a strong upward trend, with the ChiNext Index leading the gains, and the Shanghai Composite Index regaining the 3800-point level [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.3 trillion yuan, a decrease of 239.6 billion yuan compared to the previous trading day [1] - Over 4800 stocks rose, while less than 500 stocks declined, indicating a broad market rally [1] Sector Performance - Solid-state battery stocks saw a significant surge, with nearly 30 stocks, including XianDao Intelligent, hitting the daily limit [2] - The photovoltaic and wind power sectors also performed well, with JinLang Technology reaching a 20% limit up [2] - CPO concept stocks rebounded, with ShengHong Technology hitting a new historical high [1][2] Solid-State Battery Sector - Recent technological breakthroughs in the solid-state battery field have been reported, with Yiwei Lithium Energy announcing the official unveiling of its solid-state battery production base in Chengdu [2] - CATL disclosed that scientific issues in the solid-state battery industry have been largely resolved, with small-scale production expected by 2027 [2] - Analysts predict that the solid-state battery technology will continue to advance, with several automakers planning to adopt solid-state batteries around 2027, accelerating the industry's commercialization [2][3] Energy Storage Market - The energy storage market is experiencing multiple catalysts, including increased production in the lithium battery industry and explosive growth in independent storage following policy optimizations [3] - The annual growth rate for the energy storage market is expected to approach 30% [3] - The demand for power systems and liquid cooling technology is rising due to the acceleration of global AI construction and the corresponding increase in AIDC data center requirements [3] Individual Stock Highlights - Computing hardware stocks rebounded collectively, with ShengHong Technology hitting a 20% limit up and reaching a new historical high [5] - The strong performance of key stocks like XianDao Intelligent, YangGuang Power, and Yiwei Lithium Energy indicates a robust recovery in the new energy sector [5] - The trading volume for XianDao Intelligent exceeded 16 billion yuan, highlighting its role as a key player in the new energy rebound [5] Future Market Outlook - The market showed strong momentum, with all three major indices closing higher, particularly the ChiNext Index which surged by 6.55% [7] - However, the trading volume decreased, suggesting that sustained upward movement may require increased capital inflow [7] - The solid-state battery sector is expected to continue being a leading growth driver, with ongoing attention to its development and market performance [7]