不到两分钟 直线涨停
Zhong Guo Zheng Quan Bao·2025-11-05 09:45

Market Overview - The A-share market rebounded with the Shanghai Composite Index rising by 0.23%, the Shenzhen Component Index increasing by 0.37%, and the ChiNext Index up by 1.03% [1] - The total market turnover was 1.8943 trillion yuan, a decrease of 44.1 billion yuan compared to the previous day, with over 3,300 stocks rising [1] Energy Storage Sector - The energy storage sector showed strong performance, with stocks like Tongrun Equipment and Aters reaching their daily limit up [3] - Yangguang Power surged over 7%, with a transaction volume of 23.373 billion yuan, making it the only stock in A-shares to exceed 20 billion yuan in turnover [3] - The sector's growth is attributed to multiple factors including policy support, strong demand, and rising prices in the supply chain [7] Policy and Demand Drivers - The "New Type Energy Storage Scale Construction Special Action Plan (2025-2027)" aims for a new energy storage installation capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [7] - The actual demand for energy storage systems from January to September 2025 reached 89.2 GW/321.2 GWh, a year-on-year increase of 178% [7] - Prices for energy storage components, such as lithium iron phosphate and lithium hexafluorophosphate, have seen significant increases recently [7] Power Grid Equipment Sector - The power grid equipment sector experienced a collective surge, with stocks like Caneng Electric and Shuangjie Electric hitting their daily limit up [8] - The State Grid Corporation completed fixed asset investments exceeding 420 billion yuan from January to September, a year-on-year increase of 8.1% [9] - The total investment scale of the State Grid is expected to exceed 650 billion yuan for the first time this year [9] Overall Industry Outlook - The overall demand for power equipment is on the rise, driven by overseas energy transitions and regional geopolitical conflicts, which are expected to boost demand for transformer equipment [10] - The energy storage sector is viewed as one of the fastest-growing and cost-effective investment areas in the new energy industry, entering a new cycle of growth [7]