证券之星消息，11月17日橡胶板块较上一交易日上涨2.34%，科创新源领涨。当日上证指数报收于 3972.03，下跌0.46%。深证成指报收于13202.0，下跌0.11%。橡胶板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002068 | 黑猫股份 | 5624.11万 | 8.25% | -5026.70万 | -7.37% | -597.41万 | -0.88% | | 603650 彤程新材 | | 3942.56万 | 6.73% | -1286.08万 | -2.19% | -2656.48万 | -4.53% | | 300731 科创新源 | | 3031.63万 | 3.66% | -3653.86万 | -4.41% | 622.24万 | 0.75% | | 300587 | 天铁科技 | 2978.18万 | 7.19% | -884.68万 | -2.14% | -2 ...

中海能源策略混合（398021）成立日期2007年3月13日，最新规模9.95亿。今年以来收益44.05%，同类 排名1350/8213；近一年收益30.91%，同类排名2219/8130；成立以来收益48.19%。 11月17日，天铁科技涨5%，截至发稿，报7.98元/股，成交1.57亿元，换手率1.94%，总市值103.60亿 元。 资料显示，浙江天铁科技股份有限公司位于浙江省天台县人民东路928号，成立日期2003年12月26日， 上市日期2017年1月5日，公司主营业务涉及轨道工程橡胶制品的研发、生产和销售。主营业务收入构成 为：其他产品36.90%，轨道工程橡胶制品27.35%，锂化物系列产品25.99%，其他(补充)9.76%。 从基金十大重仓股角度 数据显示，中海基金旗下1只基金重仓天铁科技。中海能源策略混合（398021）三季度持有股数371.48 万股，占基金净值比例为3.29%，位居第十大重仓股。根据测算，今日浮盈赚取约141.16万元。 中海能源策略混合（398021）基金经理为姚晨曦。 截至发稿，姚晨曦累计任职时间10年218天，现任基金资产总规模21亿元，任职期间最佳基金回报 89. ...

证券日报网讯天铁科技（300587）11月14日在互动平台回答投资者提问时表示，公司积极配合其他电芯 企业研发固态锂金属负极材料的送样，并拓展其他业内知名客户。公司密切关注行业下游的研发情况， 同时也在积极拓展客户，在客户存在量产需求的情况下，未来也争取与其他固态电池厂商建立合作关 系。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司与欣界签署的框架销售业务，是否已实质性开始 供货，供应量如何？ 天铁科技（300587.SZ）11月13日在投资者互动平台表示，目前欣界能源GWh级产线正在建设中，公司 相关产品的出货会随着其产线的落地投产展开。 ...

天铁科技（300587.SZ）11月13日在投资者互动平台表示，公司年产5万套液冷系统产品及20万根液冷管 路项目已完成环评审批，相关事项正常进行中。公司以"减振（震）业务"和"锂化物新能源业务"两大业 务作为主要发展方向，同时，公司也将时刻关注国家政策导向及市场发展趋势，继续坚持创新驱动，不 断完善产品体系，积极拓展客户及市场空间，持续提升公司旗下产品竞争力。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：浙江天铁科技股份有限公司年产5万套液冷系统产品及 20万根液冷管路项目目前各项手续办理进展如何，预计什么时候开建？公司有考虑转型做液冷业务么？ ...

Core Viewpoint - Tian Tie Technology (300587) is currently constructing a GWh-level production line for Xin Jie Energy, with product shipments expected to commence as the production line becomes operational [1] Company Summary - Tian Tie Technology is actively engaged in the development of a GWh-level production line, indicating a strategic move to enhance its production capacity and meet market demand [1] Industry Summary - The construction of GWh-level production lines is a significant trend in the energy sector, reflecting the industry's shift towards larger-scale production capabilities to support growing energy needs [1]

Market Overview - The rubber sector increased by 1.05% on November 6, with Zhen'an Technology leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Zhen'an Technology (300767) closed at 21.39, with a rise of 2.84% and a trading volume of 104,400 shares, amounting to a transaction value of 220 million yuan [1] - Other notable performers include: - Sanwei Co. (603033) at 11.44, up 1.96% [1] - Quecheng Co. (605183) at 19.41, up 1.94% [1] - Litong Technology (920225) at 39.18, up 1.90% [1] - Tiantie Technology (300587) at 7.41, up 1.65% [1] Capital Flow - The rubber sector experienced a net outflow of 68.88 million yuan from institutional investors, while retail investors saw a net inflow of 51.99 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Zhen'an Technology had a net inflow of 24.94 million yuan from institutional investors, but a net outflow of 18.53 million yuan from retail investors [3] - Tongcheng New Materials (603650) saw a net inflow of 17.44 million yuan from institutional investors and a net outflow of 45.17 million yuan from retail investors [3] - Sanwei Co. (603033) had a net inflow of 6.71 million yuan from institutional investors, while retail investors withdrew 5.34 million yuan [3]

Core Viewpoint - Tian Tie Technology's stock has experienced a significant decline recently, despite a year-to-date increase, indicating potential volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Tian Tie Technology reported a revenue of 1.232 billion yuan, a year-on-year decrease of 30.69% [2]. - The company recorded a net profit attributable to shareholders of -57.9958 million yuan, representing a year-on-year decrease of 340.02% [2]. - Cumulative cash dividends since the company's A-share listing amount to 234 million yuan, with 67.2959 million yuan distributed over the past three years [2]. Stock Market Activity - As of November 5, Tian Tie Technology's stock price was 7.20 yuan per share, with a market capitalization of 9.348 billion yuan [1]. - The stock has increased by 65.02% year-to-date but has seen declines of 6.74% over the past five trading days, 18.37% over the past 20 days, and 9.09% over the past 60 days [1]. - The stock experienced a net outflow of 2.5843 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 11.26% to 22,400, while the average circulating shares per person increased by 15.98% to 46,993 shares [2]. - Hong Kong Central Clearing Limited emerged as the sixth-largest circulating shareholder, holding 11.9493 million shares as a new shareholder [2]. Business Overview - Tian Tie Technology, established on December 26, 2003, specializes in the research, production, and sales of rubber products for rail engineering [1]. - The company's revenue composition includes 36.90% from other products, 27.35% from rail engineering rubber products, 25.99% from lithium compounds, and 9.76% from supplementary products [1]. - The company operates within the basic chemical industry, specifically in rubber and other rubber products, and is involved in sectors such as high-speed rail, railway infrastructure, and specialized technology [1].

Core Insights - Zhejiang Tiantian Technology Co., Ltd. reported a significant increase in Q3 2025 revenue and net profit, with revenue reaching 564 million yuan and net profit of 10.34 million yuan, reflecting year-on-year and quarter-on-quarter growth of 118.62% and 113.15% respectively [1] - The solid-state battery industry is experiencing rapid expansion driven by policy support and market demand, with expectations for mass production to begin by 2027 [1][2] - The company has made key breakthroughs in core materials, including the trial production of a 300-ton copper-lithium composite strip production line, which is crucial for solid-state batteries [2] Financial Performance - In Q3 2025, the company achieved a net profit of 10.34 million yuan, with both year-on-year and quarter-on-quarter increases exceeding 110% for non-recurring net profit [1] - The company’s revenue for the third quarter was 564 million yuan, indicating strong financial performance during its transformation phase [1] Industry Positioning - The company is strategically positioned in the solid-state battery supply chain, focusing on lithium salts, lithium materials, and core negative materials, which are critical for the industry [3] - The company has established a stable partnership with leading battery manufacturers, enhancing its potential to benefit from industry growth [3] Product Development - The company has developed a 5μm ultra-thin lithium strip and plans to commercialize it within a year, indicating a strong focus on innovation in high-value materials [2] - The solid-state electrolyte market is projected to reach 36.62 billion yuan by 2030, highlighting the significant market opportunity for the company’s lithium-based materials [2] Strategic Collaborations - In July, the company signed a 400 million yuan procurement order for copper-lithium composite strips with a subsidiary of Shenzhen Xinjie Energy Technology Co., Ltd. [2] - The company is expanding its customer base by testing samples with multiple battery cell manufacturers, indicating a proactive approach to market expansion [2]

Core Insights - Tian Tie Technology (300587) reported significant growth in Q3 2025, with revenue of 564 million yuan and a net profit of 10.34 million yuan, marking a year-on-year increase of 118.62% and a quarter-on-quarter increase of 113.15% [1] - The solid-state battery industry is experiencing rapid expansion due to supportive policies, with the Ministry of Industry and Information Technology emphasizing solid-state batteries as a key focus area [1][2] - The global solid-state battery market is projected to reach 808 GWh by 2030, with half-solid-state battery demand expected to exceed 650 GWh [2] Company Developments - Tian Tie Technology is accelerating its lithium-based new energy business, having established a production capacity of 53,000 tons of lithium battery chemicals and 2,600 tons of lithium materials [2] - The company has achieved a breakthrough in core materials, with a trial production line for 300 tons of 20-micron thick copper-lithium composite tape, which is essential for solid-state batteries [2][3] - Tian Tie Technology has entered into a 400 million yuan procurement agreement with leading solid-state battery company Xinjie Energy and has invested in Xinjie Energy's 2 GWh solid-state battery production line [3] Industry Trends - Solid-state batteries are recognized as a promising next-generation battery technology, with applications in mobile devices, energy storage, and electric vehicles [2] - The industry is transitioning from laboratory research to commercial production, driven by policy support, market demand, and ongoing technological advancements [3] - Tian Tie Technology's comprehensive supply chain, including lithium salts, lithium materials, and core negative materials, positions the company to benefit from the anticipated growth in the solid-state battery sector [3]