关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 湖南裕能新能源电池材料股份有限公司（以下简称"公司"）股票于 2025 年 9 月 26 日、2025 年 9 月 29 日、2025 年 9 月 30 日连续三个交易日内日收盘价 格涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规则》的有关规定，属 于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司对有关情况进行了核实，并且通过函询方 式向公司第一大股东就相关问题进行了核实，现将相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 证券代码：301358 证券简称：湖南裕能 公告编号：2025-048 湖南裕能新能源电池材料股份有限公司 公司董事会确认，公司目前没有任何根据《深圳证券交易所创业板股票上市 1 规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意 向、协议等；董事会也未 ...

Core Insights - The battery sector experienced a significant increase of 2.24% on the trading day, with Pylon Technologies leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Battery Sector Performance - Pylon Technologies (688063) saw a closing price of 74.24, with a remarkable increase of 19.99% and a trading volume of 251,500 shares, amounting to a transaction value of 1.779 billion [1] - Other notable performers included: - Fulin Precision (300432) with a closing price of 22.22, up 19.98%, and a transaction value of 509.8 million [1] - Defang Nano (300769) closed at 46.31, up 12.79%, with a transaction value of 2.106 billion [1] - Hunan YN (301358) closed at 60.42, up 12.01%, with a transaction value of 2.770 billion [1] Capital Flow Analysis - The battery sector experienced a net outflow of 208 million from institutional investors, while retail investors contributed a net inflow of 1.632 billion [2][3] - The capital flow for key stocks included: - EVE Energy (300014) with a net inflow of 528 million from institutional investors [3] - Fulin Precision (300432) saw a net outflow of 424 million from institutional investors [3] - Tianji Co. (002759) had a net inflow of 339 million from institutional investors [3]

Core Viewpoint - The power battery recycling sector has experienced significant growth, with a notable increase of 3.28% on September 30, driven by strong performances from several companies in the industry [1] Company Performance - Hunan Youneng saw a remarkable increase of 10.86% in its stock price [1] - Xiongtao Co., Ltd. experienced a rise of 10.02% [1] - Huayou Cobalt's stock price increased by 10.01% [1] - Other companies such as Hanrui Cobalt and Tengyuan Cobalt also saw gains exceeding 5% [1]

Core Viewpoint - The renewable energy sector continues to strengthen, with significant gains in the ChiNext Renewable Energy ETF (159368), which has increased by 1.31% as of September 30, 2025, and has seen a cumulative increase of over 91% since April 8, 2025 [1] Group 1: ETF Performance - The ChiNext Renewable Energy ETF (159368) is the largest ETF tracking the ChiNext Renewable Energy Index, featuring the highest elasticity with a maximum increase of 20cm [1] - The ETF has the lowest fee structure, with a combined management and custody fee of only 0.2% [1] - As of September 29, 2025, the ETF's scale reached 1.093 billion yuan, with an average daily trading volume of 76.82 million yuan over the past month [1] Group 2: Sector Composition - The ChiNext Renewable Energy Index covers various segments of the renewable energy and electric vehicle industries, including batteries and photovoltaics [1] - The ETF has a storage capacity of 51% and a solid-state battery content of 30%, aligning with current market trends [1] Group 3: Notable Stocks - Key stocks within the ETF include Fulin Precision (20CM limit up), Hunan YN Energy (up over 10%), and Jiejia Weichuang and Zhenghai Magnetic Materials (both up over 5%) [1]

Group 1 - The core viewpoint of the article highlights the strong demand in the energy storage and solid-state battery sectors, driven by unexpected increases in lithium iron phosphate (LiFePO4) production, which is expected to boost upstream lithium salt and phosphoric chemical industries [1][10]. - According to Dongwu Securities, the shortage of energy storage cells is expected to persist until the second half of 2026, with low-priced orders seeing a price increase of 1-3 cents per watt-hour, leading to significant improvements in manufacturer profitability [2]. - The production capacity of various companies is projected to increase significantly, with notable expansions planned for companies like Hunan YN and Fulin Precision, indicating a robust growth trajectory in the energy storage market [3]. Group 2 - The A-share market experienced a collective rise, with major indices showing significant gains, particularly in the financial sector, which saw a surge in trading volume and investor confidence [10][29]. - The energy storage sector is rebounding strongly, with leading battery manufacturers reporting full production capacity and some orders extending into early next year, reflecting the ongoing demand [11]. - The satellite communication sector is also gaining traction, with major telecom companies receiving licenses to operate satellite mobile communication services, enhancing communication capabilities in various applications [14].

Group 1 - The solid-state battery concept sector rose by 2.96%, ranking 7th among concept sectors, with 228 stocks increasing in value [1] - Notable gainers in the solid-state battery sector included Wanrun New Energy, which hit a 20% limit up, and Tianqi Materials, Fengshan Group, and Xiangtan Electric, which also reached their daily limit [1] - The top gainers in the sector were Hunan Youneng, Haibo Sichuang, and Lingge Technology, with increases of 18.29%, 15.02%, and 14.39% respectively [1] Group 2 - The solid-state battery sector saw a net inflow of 1.388 billion yuan, with 152 stocks receiving net inflows, and 14 stocks exceeding 100 million yuan in net inflows [2] - Tianqi Materials led the net inflow with 983.3 million yuan, followed by Ganfeng Lithium, Duofluor, and CATL with net inflows of 551 million yuan, 497 million yuan, and 464 million yuan respectively [2][3] - The top stocks by net inflow ratio included Fengshan Group, Duofluor, and Tianji Co., with net inflow ratios of 52.26%, 46.70%, and 42.84% respectively [3] Group 3 - The solid-state battery sector's performance was highlighted by the significant daily trading volume and turnover rates of key stocks, indicating strong investor interest [4][5] - Stocks such as Tianqi Lithium and Huaneng Technology also showed notable trading activity, with turnover rates of 5.92% and 10.21% respectively [4] - The overall market sentiment towards the solid-state battery sector remains positive, as evidenced by the substantial capital inflows and stock performance [2][3]

Core Insights - The battery sector experienced a significant increase of 4.46% on the trading day, with Wanrun New Energy leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Battery Sector Performance - Wanrun New Energy (688275) saw a closing price of 65.64, with a remarkable increase of 20.00% and a trading volume of 79,100 shares, amounting to a transaction value of 502 million [1] - Hunan Yuno (301358) closed at 53.94, up 18.29%, with a trading volume of 483,700 shares and a transaction value of 2.526 billion [1] - Tianai Technology (688116) closed at 68.27, up 14.36%, with a trading volume of 295,100 shares and a transaction value of 1.947 billion [1] - Other notable performers include Haike Xindu (301292) with a 12.96% increase, and Zhongyi Technology (301150) with a 10.27% increase [1] Capital Flow Analysis - The battery sector saw a net inflow of 1.094 billion from main funds, while retail investors experienced a net outflow of 193 million [2][3] - Major stocks like Tianzi Materials (002709) had a main fund net inflow of 931 million, while retail investors saw a net outflow of 408 million [3] - Ningde Times (300750) recorded a main fund net inflow of 440 million, with retail investors experiencing a net outflow of 621 million [3]

Market Overview - A-shares experienced a strong rally on September 29, with the Shanghai Composite Index rising over 1% at one point, and the ChiNext Index increasing over 3% [2] - The Shanghai Composite Index closed up 0.9% at 3862.53 points, the Shenzhen Component Index rose 2.05% to 13479.43 points, and the ChiNext Index increased 2.74% to 3238.01 points, with total market turnover nearing 2.2 trillion yuan [2] Brokerage Sector Performance - The brokerage sector surged, with an increase of over 7% at one point and closing up over 5% [3] - Notable stocks included Huatai Securities, Guosheng Securities, and GF Securities hitting the daily limit, while CITIC Securities approached the limit with a nearly 6% rise [3] Hong Kong Market - In the Hong Kong market, major brokerage firms such as GF Securities, Huatai Securities, and CITIC Securities saw their shares rise over 10% [4] Institutional Insights - Institutions suggest that the brokerage sector is likely to attract market attention during the third-quarter earnings disclosure period, benefiting from both strong performance and valuation recovery [5] Solid-State Battery Sector - The solid-state battery concept saw significant gains, with Wanrun New Energy hitting a 20% limit up, and other companies like Hunan Yuno and Haibo Technology also experiencing substantial increases [6] - The solid-state battery technology is advancing towards commercialization, with significant developments reported by Tsinghua University and companies like Panasonic and SK On [9]

Market Overview - A-shares saw a collective rise with the Shanghai Composite Index up 0.9% to 3862 points, Shenzhen Component Index up 2.05%, and ChiNext Index up 2.74% [1][2] - Total market turnover reached 2.18 trillion yuan, an increase of 120 billion yuan from the previous trading day, with over 3500 stocks rising [1] Sector Performance - The securities sector experienced significant gains, with stocks like GF Securities and Huatai Securities hitting the daily limit [3][5] - The battery sector also surged, with Wanrun New Energy and Keda Li reaching the daily limit, and several other stocks rising over 12% [5][7] - Precious metals and gold stocks rose as gold prices surpassed $3800, with Zhaojin Gold leading the gains [2][3] - The lithium mining, steel, and PEEK materials sectors showed strong performance [2] Key Stocks - Notable gainers in the securities sector included GF Securities (+10.02%), Huatai Securities (+10.01%), and Guosheng Financial Holdings (+9.99%) [5] - In the battery sector, Wanrun New Energy saw a 20% increase, while Hunan YN gained over 18% [7] - Industrial metals also performed well, with stocks like Xingye Silver Tin and Shengda Resources nearing 10% gains [8][10] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to encourage financial institutions to increase credit supply [4] - A recent breakthrough in lithium battery technology was reported, with a new polymer battery achieving an energy density of 604Wh/kg [6] - The Ministry of Industry and Information Technology, along with other departments, released a plan to support the high-quality development of the new energy storage manufacturing industry [6][8] Future Projections - Analysts expect the A-share market to enter a critical window period with improved risk appetite, supported by favorable liquidity trends and potential U.S. interest rate cuts [17]

Group 1 - The financial sector experienced a strong rally, with the Shanghai Composite Index rising over 1%, the Shenzhen Component Index increasing over 2.1%, and the ChiNext Index gaining over 3% [1] - Over 3600 stocks saw an increase, with notable stocks such as GF Securities, Hunan Yucai, Huatai Securities, and Guosheng Financial hitting the daily limit [1] - The central bank emphasized the need for a moderately loose monetary policy to encourage financial institutions to increase credit supply and utilize stock repurchase and loan facilities effectively [1] Group 2 - The new energy sector, particularly the lithium battery segment, showed significant gains, with stocks like Wanrun New Energy, Hunan Yuyuan, Tiannai Technology, and Xiangtan Chemical hitting the daily limit or rising over 10% [2] - The photovoltaic industry is expected to see improvements in supply-side dynamics due to top-level support, market-driven eliminations, and technological iterations, with a focus on low-cost silicon materials, photovoltaic glass, and efficient battery/components [2] - Recent market attention has shifted towards domestic policies and structural prosperity, with signs of a temporary improvement in China-US relations since September, which may influence market pricing in the fourth quarter [2]