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龙虎榜复盘 | SOFC+发电机概念携手发力,机构重回新能源
Xuan Gu Bao·2025-11-06 10:45

Group 1 - Institutions ranked 36 stocks today, with net purchases in 19 stocks and net sales in 17 stocks. The top three stocks with the highest net purchases were Huasheng Lithium Power (222 million), Haike Xinyuan (176 million), and Shun Sodium Co. (75.2 million) [1] - Haike Xinyuan is a leading electrolyte solvent company in China, with a total production capacity exceeding 700,000 tons and a significant proportion of high-end solvent products compared to peers [2] - Ceres Power announced a manufacturing license agreement with Weichai Power for solid oxide fuel cells (SOFC), which will lead to the establishment of a new factory to produce batteries and stacks for data centers and commercial power markets [3] Group 2 - Triangular Defense signed a gas turbine project development agreement and a framework order agreement with Siemens Energy and Siemens Energy Canada [4] - The yellow phosphorus index increased by 4% on November 5, with a cumulative increase of over 7% in the past two weeks [5]