广发国证新能源车电池ETF（159755）基金经理为罗国庆。 11月7日，星源材质涨5.01%，截至发稿，报14.88元/股，成交11.21亿元，换手率6.35%，总市值200.60 亿元。 资料显示，深圳市星源材质科技股份有限公司位于广东省深圳市光明区公明办事处田园路北,香港湾仔 皇后大道东248号大新金融中心40楼，成立日期2003年9月17日，上市日期2016年12月1日，公司主营业 务涉及锂离子电池隔膜研发、生产及销售。主营业务收入构成为：锂离子电池隔膜新能源材料 99.08%，其他0.92%。 从星源材质十大流通股东角度 数据显示，广发基金旗下1只基金位居星源材质十大流通股东。广发国证新能源车电池ETF（159755） 三季度新进十大流通股东，持有股数1330.9万股，占流通股的比例为1.1%。根据测算，今日浮盈赚取约 944.94万元。 广发国证新能源车电池ETF（159755）成立日期2021年6月15日，最新规模150.97亿。今年以来收益 68.56%，同类排名201/4216；近一年收益56.63%，同类排名252/3913；成立以来收益10.05%。 截至发稿，罗国庆累计任职时间10年2 ...

Evolving Energy Mix - Global and China. Renewables are rapidly gaining ground in the global energy mix. As of 2024, fossil fuels supplied c.77% of primary energy, but wind and solar now make up over 12% of global electricity—triple their share from a decade ago (Fig 11). IEA expects non-fossil energy to surpass coal as the main electricity source by 2025. In China, coal still provides 53% of primary energy but is declining quickly as renewables expand. Rising renewable use increases intermittency challenges ...

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~ 据ICC鑫椤资讯统计，2025年1-9月全球储能电池出货 428Gwh ，同比增长90.7%。 TOP10企业 分别是 宁德时代、 海 辰 储能、亿纬锂能、 弗迪电池、 瑞浦兰钧、 中创新航、 国轩高科、 远景动力、 楚能新能源、 赣锋锂电。 2026硅基负极与固态电池高峰论坛 - 聚焦硅基负极突破·擘画固态电池新篇- 特邀赞助： 潍坊孚美新能源有限公司 展台赞助： 潍坊追日磁电科技有限公司 江苏亮果金属制品有限公司 潍坊孚美新能源有限公司 山东益大新材料股份有限公司 大连富丽石化贸易有限公司 涧光（上海）特种装备有限公司 山东京阳科技股份有限公司 连云港超力工业包装制品有限公司 贝士德仪器科技（北京）有限公司 恒源碳材料股份有限公司 山东亿维新材料有限责任公司 广州福瑞达工业技术有限公司 上海洁安流体科技有限公司 上海丝亚检测仪器有限公司 无锡锦亚智能装备有限公司 本文来源 ： #鑫椤锂电 11月12日 会议报到 11月13日 全天会议 会议议题： | 日期 | 时间 | 发言主题 | 发言嘉宾 | | --- | ...

Core Points - The article discusses the upcoming 2026 Silicon-based Anode and Solid-state Battery Summit, focusing on breakthroughs in silicon-based anodes and the future of solid-state batteries [5]. Event Details - The summit will take place on November 12-13, 2026, in Shanghai, China, organized by Xinluo Information and in collaboration with Shanshan Technology [1]. - The venue is the Shanghai Dongjinhang Hilton Garden Inn, located at 889 Yanggao South Road, Pudong New District, Shanghai [1]. - Transportation options include Shanghai Hongqiao International Airport and Shanghai Pudong International Airport, with estimated travel times of approximately 45 minutes and 40 minutes, respectively [2][3]. Agenda Highlights - The agenda includes various topics related to silicon-based anodes and solid-state batteries, featuring industry experts and companies such as Carbon One New Energy Group and Shanshan Technology [9]. - Key sessions will cover the development of high-performance silicon-carbon anode products, porous carbon materials, and market outlooks for silicon-based anodes in digital and cylindrical battery applications [9]. Sponsorship and Participation - The event has several sponsors, including Weifang Fumei New Energy Co., Ltd. and Jiangsu Liangguo Metal Products Co., Ltd., among others [6]. - Participation in the summit requires prior registration and payment of the conference fee, with additional activities like company visits and a welcome dinner available only to registered attendees [7][8].

Core Insights - Haike Xinyuan's stock price increased by over 10%, reaching a new high, indicating strong market performance [1] - Tianji Co., Ltd. hit the daily limit, reflecting positive investor sentiment [1] - Other companies such as Zhongke Electric, Penghui Energy, Huasheng Lithium Battery, Enjie Co., Ltd., and Xingyuan Materials also experienced significant gains [1] Company Performance - Haike Xinyuan's stock performance is highlighted by a notable increase of over 10% [1] - Tianji Co., Ltd. achieved a daily limit increase, showcasing robust trading activity [1] - Zhongke Electric, Penghui Energy, Huasheng Lithium Battery, Enjie Co., Ltd., and Xingyuan Materials all followed suit with substantial stock price increases [1] Industry Trends - The overall trend in the market shows a positive movement in the lithium battery and energy sectors, as indicated by the performance of multiple companies [1] - The surge in stock prices across these companies suggests a growing investor confidence in the industry [1]

Core Viewpoint - The battery sector experienced a significant rally, with notable stock price increases among various companies, indicating strong market interest and potential growth in the industry [1] Group 1: Stock Performance - Haike Xinyuan saw its stock price surge over 15%, reaching a new high [1] - Tianji Co. hit the daily limit up, reflecting strong investor confidence [1] - Other companies such as Zhongke Electric, Penghui Energy, Huasheng Lithium Battery, Enjie Co., and Xingyuan Materials also experienced upward movement in their stock prices [1]

Group 1: Market Overview - A-shares experienced slight fluctuations in early trading, with the North Securities 50 index rising over 4%, approaching 1600 points, while the ChiNext index fell over 2% [1] - The market showed stable trading volume, with sectors such as forestry, batteries, digital media, and pharmaceuticals leading in gains, while consumer electronics, communication equipment, real estate, and aerospace equipment faced declines [1] Group 2: Sodium Battery Growth - The sodium battery sector saw significant growth, with the index rising over 3% and achieving a 7-day consecutive increase, reaching a 3-year high [2] - The first large-capacity sodium-ion battery energy storage station in Nanning, Guangxi, has officially commenced operations, marking a key step towards the commercialization of sodium-ion battery technology [2] - Sodium batteries are expected to see a shipment volume of 23.1 GWh by 2025, representing a year-on-year growth of 542.7% [2] - The global sodium-ion battery market is projected to reach sales of 152.1 billion yuan by 2031, with a compound annual growth rate of 88.9% [2] Group 3: Solid-State Battery Advancements - The solid-state battery sector also experienced a surge, with the index rising over 3% and achieving a historical high, continuing a 7-day upward trend [4] - Recent breakthroughs in solid-state battery technology include a successful resolution of the "fast charging" challenge by a research team from Tsinghua University and Tianjin University [4] - Companies like Aosheng Technology and Guoxuan High-Tech are making significant progress in the industrialization of solid-state batteries, with plans for production lines and ongoing trials [5][4] Group 4: Industry Trends and Future Outlook - The sodium battery and solid-state battery sectors are both at critical turning points, with the next 2-3 years being crucial for establishing market presence and achieving commercialization [2][3] - The demand for low-cost and high-safety energy storage solutions continues to drive innovation in these battery technologies [3][5] - The solid-state battery production process is expected to face increasing demands for mass production capabilities as technology advances [5]

Core Viewpoint - The solid-state battery concept is experiencing a strong surge in the market, with several companies seeing significant stock price increases, indicating growing investor interest and confidence in this technology [1] Company Developments - Haike New Energy has reached a 20% limit-up in stock price, while Xingyuan Material and Defang Nano have increased by over 13%, and companies like New Zobang and others have also seen gains exceeding 10% [1] - BAK Battery showcased its in-situ solidification technology at the 32nd China Society of Automotive Engineers annual conference, achieving an energy density of 390Wh/kg with a liquid electrolyte content below 10% [1] - Sunwoda released its "Xin·Bixiao" solid-state battery, which has an energy density of 400Wh/kg (with laboratory samples reaching 520Wh/kg) and maintains over 70% capacity at -30℃ [1] - Zhuhai Guanyu reported successful mass production of high-silicon anode batteries with a volume energy density of 900Wh/L due to increased silicon content [1] Industry Trends - According to Open Source Securities, solid-state batteries are transitioning from laboratory stages to mass production validation, with expectations to complete small batch vehicle testing by the end of 2025 and widespread vehicle testing between 2026 and 2027 [1] - Emerging application scenarios such as low-altitude, robotics, and AI are expected to expand the market for solid-state batteries, potentially accelerating industrialization [1]

本报（chinatimes.net.cn）记者胡雅文 北京报道 电池隔膜出货量连续5年居于国内第二的深圳市星源材质科技股份有限公司（下称"星源材质"， 300568.SZ）也陷入了扣非净利润亏损的境地。 进入2025年，星源材质的扣非净利润逐季下降，2025年三季报显示，其盈利水平为近5年来新低，第三 季度扣非净利润亏损2770.47万元，较去年同期的8983.17万元下降130.84%。今年第三季度净利率低至 1.8%，前三季度净利率低至4.75%。 盈利水平承压受到多重因素影响。从行业来看，隔膜价格受到产能释放、价格战等影响一路下行。鑫椤 锂电分析指出，2025年上半年行业整体处于盈亏平衡线之下，行业仅仅两成不到的企业仍能实现盈利。 从企业来看，为了营收增长和毛利更高的海外市场，星源材质正在加速推进全球产能，与之相伴的是激 增的财务费用和存货减值准备。 10月28日，星源材质有关人士告诉《华夏时报》记者，"净利率下降主要是因为财务费用和资产减值影 响。财务费用增加主要是因为新建产线，三季度的固定资产增加比较多，固定资产折旧以及原材料存货 都会影响净利。如果后续产能得到释放，这部分折旧可以相应抵消。我们其实 ...

Core Viewpoint - Star Source Material's stock has shown a significant increase of 30.82% year-to-date, despite a recent decline over the past 20 days, indicating volatility in its performance [1][2]. Financial Performance - For the period of January to September 2025, Star Source Material achieved a revenue of 2.958 billion yuan, representing a year-on-year growth of 13.53% [2]. - The net profit attributable to shareholders for the same period was 114 million yuan, which reflects a substantial decrease of 67.25% compared to the previous year [2]. Stock Market Activity - As of October 29, the stock price of Star Source Material was 12.65 yuan per share, with a trading volume of 359 million yuan and a turnover rate of 2.36% [1]. - The company experienced a net inflow of main funds amounting to 8.1987 million yuan, with significant buying and selling activities recorded [1]. Shareholder Information - As of September 30, the number of shareholders for Star Source Material was 113,800, a decrease of 1.27% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.29% to 10,668 shares [2]. Dividend Distribution - Since its A-share listing, Star Source Material has distributed a total of 791 million yuan in dividends, with 490 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 19.1758 million shares, an increase of 4.0474 million shares from the previous period [3]. - The Guangfa Guozheng New Energy Vehicle Battery ETF entered the top three circulating shareholders with a new holding of 13.309 million shares [3].