Zhong Guo Zheng Quan Bao·2025-11-15 09:52Core Insights - The new energy concept stocks continue to strengthen, with the power equipment sector seeing significant gains, leading to a total market capitalization exceeding 100 billion yuan for leading companies [1] - The lithium battery industry chain has experienced a collective surge, closely related to favorable policies and improved supply-demand dynamics [2] Group 1: Stock Performance - A total of 83 stocks reached historical highs this week, a decrease from 94 the previous week [1] - Among these, the power equipment, basic chemicals, and electronics sectors had the highest concentration of stocks reaching new highs, with 17, 11, and 11 stocks respectively [1] - The main board had 48 stocks, the Sci-Tech Innovation Board had 14, the Growth Enterprise Market had 18, and the Beijing Stock Exchange had 3 stocks reaching new highs [1] Group 2: Lithium Battery Industry - The lithium battery industry is benefiting from favorable policies, such as the recent guidelines from the National Energy Administration promoting large-scale development and high-level consumption of new energy [2] - In Q3, China's energy storage lithium battery shipments reached 165 GWh, a year-on-year increase of 65% [2] - The supply-demand situation is improving, with some products experiencing supply tightness, while demand for energy storage and power batteries is exceeding expectations [2] Group 3: Price Movements - Prices for lithium hexafluorophosphate have surged, with some market quotes reaching 150,000 yuan per ton, doubling since mid-October [3] - The prices of electrolyte additives VC and FEC have also increased significantly, with VC rising 77% from 48,700 yuan per ton in early June to 86,000 yuan per ton by November 12 [3] - FEC prices increased by 64%, from 33,000 yuan per ton at the end of May to 54,000 yuan per ton by November 12 [3] Group 4: Trading Volume - The stocks with the highest trading volumes this week included TBEA, Shannon Chip, Jiangbolong, Demingli, and Canadian Solar, with trading volumes of 57.22 billion yuan, 52.65 billion yuan, 35.35 billion yuan, 27.33 billion yuan, and 25.20 billion yuan respectively [3] Group 5: Market Capitalization - Among the 83 stocks, six had a market capitalization exceeding 100 billion yuan, with Agricultural Bank of China, Industrial and Commercial Bank of China, Baofeng Energy, Jiangbolong, and TBEA leading the list with market caps of 29,748.56 billion yuan, 29,403.52 billion yuan, 1,421.21 billion yuan, 1,220.01 billion yuan, and 1,195.49 billion yuan respectively [5] Group 6: Stock Price Increases - The stocks with the highest price increases this week included Huasheng Lithium Battery, Haike New Source, Furui Shares, Online and Offline, and Yuegui Shares, with increases of 79.61%, 71.38%, 61.23%, 46.55%, and 36.45% respectively [6]