来源：新浪证券-红岸工作室 1月14日，华宝新能跌1.26%，成交额2.05亿元，换手率4.30%，总市值108.26亿元。 异动分析 钠离子电池+锂电池概念+BC电池+储能+人民币贬值受益 1、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 2、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 3、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、ClasOhlson等知名客户，产供销体系日益完善，公司实力逐步增强。 该股筹码平均交易成本为61.76元，近期该股获筹码青睐，且集中度渐增；目前股价靠近压力位6 ...

Core Viewpoint - The company is leveraging its integrated biomass refining industry chain to develop a new energy project focused on hard carbon anode materials, which is gaining traction in the sodium-ion battery market [1] Group 1: Company Developments - The hard carbon anode materials project has completed adaptations for various applications, including energy storage batteries and 3C consumer batteries, and has entered the supply chain of leading battery cell manufacturers [1] - The company aims to steadily release production capacity by utilizing its technological advantages, industry chain collaboration, and early customer advantages [1] Group 2: Industry Trends - The industrialization process of sodium-ion batteries is accelerating in sectors such as energy storage and low-speed electric vehicles, leading to a rapid expansion in market demand for hard carbon as a core material for sodium-ion anodes [1] - The company is positioned to capitalize on the growth opportunities in the new energy materials industry, aiming to create greater value for shareholders [1]

英伟达首席执行官黄仁勋在 CES 展的新闻发布会上表示，2025 年 10 月英伟达曾预 测到 2026 年底，现有和未来数据中心芯片的收入将达到约 5000 亿美元。近期在 与人工智能提供商 Anthropic 等公司的合作，以及市场前景的改善，应该会提高 我们对这一数字的预期。同时黄仁勋表示，搭载下一代 Rubin 芯片的服务器机架 将可采用无需水冷机的温度进行冷却，其所需气流与搭载 Blackwell 芯片的机架 基本相当。总体看，英伟达上调了 2026 年关于 AI 营业收入的预期，不过由于 Rubin 芯片可不需要液冷，与前端时间市场一致认为 Rubin 芯片将全面液冷的预期不一 致，将下修液冷板块的景气度预期，不过整体上 AI 营收的超预期将继续提升市场 对 AI 产业链的高景气可持续的预期。 澎湃新闻 1 月 6 日报道，脑机接口"独角兽"强脑科技近期完成约 20 亿元融资，为 脑机接口领域除马斯克旗下 Neuralink 以外世界第二大规模融资。本轮投资的投 资人包括著名投资机构 IDG、由英特尔 CEO 陈立武创立的华登国际，"果链"巨头蓝 思科技、战略投资方韦尔股份、润泽科技、华住集团、好 ...

Market Strategy - The market continues to rise with increased volume, and the Shanghai Composite Index has broken through previous highs [5][10] - The overall A-share market saw a rise of 1.59%, with the Shanghai Composite Index up by 1.50% and the ChiNext Index up by 0.75% [7] - The performance of the hard technology sector is leading, while the innovation growth sector is lagging [8] Industry Dynamics - Global sodium-ion battery shipments are expected to reach 9 GWh in 2025, a year-on-year increase of 150% [26] - The main applications for sodium-ion batteries include energy storage, light electric vehicles, and AI data centers, with significant market share growth [27] - NVIDIA has launched the Rubin platform, designed for AI supercomputing, featuring six new chips that enhance training speed and reduce costs [28][29] Company Updates - Haizhi Science (002653.SZ) has received acceptance for its innovative drug HSK39297 for treating paroxysmal nocturnal hemoglobinuria [32] - Meiya Optoelectronics (002690) won a lawsuit with compensation exceeding 198 million yuan [34] - Yisheng (002458.SZ) reported a 40% year-on-year increase in white feather chick sales in December 2025, while breeding pig sales declined by 43% [36] - Shennong Group (605296.SH) sold 3.0742 million pigs in 2025, generating revenue of 4.729 billion yuan [38] - Taotao Vehicle (301345.SZ) expects a net profit of 800-850 million yuan for 2025, a year-on-year increase of 85.5%-97.1% [41] - Ugreen Technology (301606.SZ) anticipates a net profit of 653-733 million yuan for 2025, reflecting a growth of 41.26%-58.56% [43]

万顺新材(300057.SZ)在投资者关系活动中介绍，公司近年来重点推动铝箔产品创新和工艺改进，提高 生产效率和成品率，同时为满足下游电池客户的新需求，公司开发了高延伸电池铝箔、高达因电池铝箔 等高附加值产品，其中，高延伸电池铝箔已批量供货，高达因电池铝箔已进入小批量供应阶段，增强了 公司铝加工业务的发展后劲，公司后续将全力推进高附加值铝箔产品市场。高达因电池铝箔表面达因值 极高且稳定，可提升后期加工浆料与铝箔的附着力，涂布均匀性更佳，降低电阻，进而提升电池的充放 电效率和循环稳定性，适用于钠离子电池正负极等需求。 ...

格隆汇1月6日丨ST易事特(300376.SZ)在投资者互动平台表示，公司目前有钠离子电池电芯的研发与小 批量生产能力，主要用于自身储能系统集成、不间断电源产品配套及汽车启动电源。 ...

（文章来源：证券日报） 证券日报网讯 1月5日，双环科技在互动平台回答投资者提问时表示，公司的钠离子电池正极材料中试 线目前正在调试，预计1月开车。 ...

双环科技（000707.SZ）1月5日在投资者互动平台表示，当前钠离子电池正极材料中试线已经在调试， 预计1月开车。 每经AI快讯，有投资者在投资者互动平台提问：问一下有没有完成本月底钠离子电池正极材料中试基 地建设项目进入开车调试阶段？ （记者 王晓波） ...

Group 1 - The company is currently testing its sodium-ion battery cathode material pilot line, with expectations to commence operations in January [1]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index closing at 3968.84, up by 0.09%, while the Shenzhen Component Index fell by 0.58% to 13525.02 [2] - The ChiNext Index experienced a significant increase of nearly 50% throughout 2025, indicating strong growth in the market [1][4] Sector Performance - The top-performing sectors included Defense and Military with a gain of 2.13%, Media at 1.54%, and Real Estate at 1.13%, while sectors like Communication and Agriculture showed declines of -1.35% and -1.10% respectively [3] - Notable concept stocks included the Xiaohongshu concept and Kuaishou concept, which rose by 2.88% and 2.49% respectively, while sectors like Silicon Energy and Organic Silicon faced declines [3] Future Outlook - The report anticipates that the overall market will maintain some upward potential before the Spring Festival, with any short-term adjustments viewed as opportunities for low-cost positioning [6] - The manufacturing sector is showing signs of recovery, with the Purchasing Managers' Index (PMI) for December at 50.1%, indicating expansion in manufacturing activity [5][6] Investment Recommendations - It is suggested to focus on sectors such as dividends, TMT (Technology, Media, and Telecommunications), and consumer goods for potential investment opportunities [6]