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龙虎榜复盘 | 固态电池再度表现,模拟芯片迎催化
Xuan Gu Bao·2025-09-15 10:27

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 23 stocks were listed, with 7 experiencing net buying and 16 facing net selling [1] - The top three stocks with the highest institutional buying were Xinghui Entertainment (97.96 million), Haon Auto Electric (78.07 million), and Furui Co., Ltd. (73.64 million) [1] - Xinghui Entertainment saw a price increase of 20.00%, with 4 buyers and 3 sellers [1] Group 2: Solid-State Battery Developments - Contemporary Amperex Technology Co., Ltd. (CATL) has revised its 26-year demand guidance upwards [2] - The National Development and Reform Commission and the National Energy Administration have released a plan aiming for a new energy storage capacity of over 180 million kilowatts by 2027, with direct investments of approximately 250 billion [2] - Solid-state batteries are expected to become a key development direction due to their advantages in safety and energy density, with significant market potential in consumer batteries and electric vehicles [2] Group 3: Domestic Chip Industry - Shengbang Co., Ltd. is a leader in analog chips, focusing on signal chain and power management chips, with over 5,200 models across 32 categories [3] - By 2024, China is projected to account for approximately 35% of the global analog chip market, representing a significant revenue source for major international chip manufacturers [3] - The anti-dumping measures are expected to expand the market for general-purpose interface chips and gate driver chips in China by 3.3 and 1.6 times, respectively [3]