公司在消费电池、动力电池、储能电池三大业务领域均具有强劲竞争力，建立起覆盖材料、电芯、BMS、系统的全体系研发平台，产品广泛应用于智慧生 活、绿色交通、能源转型等领域。 智通财经APP获悉，惠州亿纬锂能股份有限公司(简称：亿纬锂能)(300014.SZ)于2025年6月30日所递交的港股招股书满6个月，于2025年12月30日失效，递表 时中信证券为其独家保荐人。 招股书显示，亿纬锂能深耕锂电池领域，以立体研发和市场体系互相促进和渗透，同时拥有消费电池、动力电池以及储能电池核心技术和全面解决方案。 ...

12月29日，三大指数涨跌不一，沪指微涨走出九连阳，创业板指一度跌超1%。沪深两市成交额2.14万亿，较上一个交易日缩量209 亿。盘面上，全市场超3300只个股下跌。截至收盘，沪指涨0.04%，深成指跌0.49%，创业板指跌0.66%。 | 大涨板块 | 251229 (周1) | 251226 (周5) | 251225 (周4) | 251224 (周3) | 251223 (周2) | | --- | --- | --- | --- | --- | --- | | 1 | 航天30 | 航天29 | 航天42 | 玩天37 | 锂电池8 | | 2 | 机器人22 | 海南自由贸易港8 | 机器人24 | 福建自贸/海西概念11 | 液冷服务器7 | | 3 | 碳纤维4 | 锂电池16 | 造纸4 | 液冷服务器3 | 海南自由贸易港5 | | 4 | 数字人民币3 | 黄金3 | 跨境支付3 | 国产芯片5 | PCB板4 | | ર્ | 云计算数据中心4 | 光伏7 | 西部大开发3 | 光通信8 | 有色 · 钨2 | | 6 | ST股14 | ST股10 | ST股15 | ST股10 ...

Group 1 - The core viewpoint of the news is that Shenghong Co., Ltd. has experienced fluctuations in its stock price and trading volume, with a recent decline of 2.02% in its share price, currently at 39.29 yuan per share, and a total market capitalization of 12.29 billion yuan [1] - The company has seen a year-to-date stock price increase of 48.48%, with a slight increase of 0.38% over the last five trading days and a decrease of 0.83% over the last 60 days [2] - Shenghong's main business involves the research, production, sales, and service of power electronic equipment, with revenue contributions from electric vehicle charging equipment (46.42%), new energy power conversion equipment (20.82%), industrial power supplies (20.53%), battery testing and formation equipment (9.78%), and others (2.45%) [2] Group 2 - As of December 19, 2025, the number of shareholders in Shenghong is 34,700, a decrease of 0.22% from the previous period, with an average of 7,752 circulating shares per shareholder, an increase of 0.22% [2] - For the period from January to September 2025, Shenghong achieved operating revenue of 2.216 billion yuan, a year-on-year increase of 5.78%, and a net profit attributable to shareholders of 277 million yuan, a year-on-year increase of 2.23% [2] - The company has distributed a total of 405 million yuan in dividends since its A-share listing, with 304 million yuan distributed over the last three years [3]

成飞集成今年以来股价涨96.38%，近5个交易日涨5.24%，近20日跌4.28%，近60日跌11.43%。 成飞集成所属申万行业为：汽车-汽车零部件-其他汽车零部件。所属概念板块包括：储能、锂电池、央 企改革、新能源车、航空工业集团等。 12月29日，成飞集成盘中上涨2.04%，截至14:13，报37.98元/股，成交2.63亿元，换手率1.96%，总市值 136.25亿元。 资金流向方面，主力资金净流出935.08万元，特大单买入498.61万元，占比1.90%，卖出730.86万元，占 比2.78%；大单买入4253.81万元，占比16.19%，卖出4956.64万元，占比18.87%。 今年以来成飞集成已经17次登上龙虎榜，最近一次登上龙虎榜为9月26日，当日龙虎榜净买入2.67亿 元；买入总计4.10亿元 ，占总成交额比20.46%；卖出总计1.43亿元 ，占总成交额比7.13%。 资料显示，四川成飞集成科技股份有限公司位于四川省成都市青羊区日月大道二段666号附1号，成立日 期2000年12月6日，上市日期2007年12月3日，公司主营业务涉及工模具设计、研制和制造、汽车零部件 生产、航空零部件生 ...

通过天眼查大数据分析，冠城大通新材料股份有限公司共对外投资了29家企业，参与招投标项目7次， 知识产权方面有商标信息23条，专利信息6条，此外企业还拥有行政许可4个。 来源：市场资讯 12月29日，沪深两融数据显示，冠城新材上周累计获融资净买入额1089.96万元，居两市第492位，上周 融资买入额7790.93万元，偿还额6700.97万元。 冠城新材所属概念板块包括：电网设备、福建板块、2025中报扭亏、融资融券、储能、新能源车、锂电 池、参股银行。 资金流方面，冠城新材近5日主力资金流入4067.25万元，区间涨幅4.36%；近10日主力资金流入3043.91 万元，区间涨幅1.68%。 天眼查信息显示，冠城大通新材料股份有限公司，成立于1988年，位于福州市，是一家以从事电气机械 和器材制造业为主的企业。企业注册资本139166.8739万人民币，实缴资本139166.8739万人民币。公司 法定代表人为韩孝煌。 ...

Core Viewpoint - Aishide's stock price has shown volatility, with a year-to-date decline of 21.12%, but a recent uptick in the last five trading days indicates potential recovery [1][2]. Group 1: Stock Performance - As of December 29, Aishide's stock price increased by 2.30% to 12.44 CNY per share, with a trading volume of 1.38 billion CNY and a market capitalization of 154.17 billion CNY [1]. - The stock has experienced a net inflow of 863.91 million CNY from major funds, with significant buying activity from large orders [1]. - Year-to-date, Aishide's stock has seen a decline of 21.12%, but it has gained 3.84% in the last five trading days and 6.69% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Aishide reported a revenue of 393.25 billion CNY, a year-on-year decrease of 31.46%, and a net profit attributable to shareholders of 3.37 billion CNY, down 35.78% year-on-year [2]. - The company has distributed a total of 40.45 billion CNY in dividends since its A-share listing, with 17.35 billion CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Aishide had 76,200 shareholders, a decrease of 11.10% from the previous period, with an average of 16,070 shares held per shareholder, an increase of 12.49% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.36 million shares, and several ETFs with varying changes in their holdings [3].

资金流向方面，主力资金净流入43.13万元，特大单买入125.13万元，占比2.04%，卖出0.00元，占比 0.00%；大单买入1199.56万元，占比19.60%，卖出1281.56万元，占比20.94%。 金博股份今年以来股价涨45.30%，近5个交易日涨9.29%，近20日涨4.15%，近60日跌9.95%。 12月29日，金博股份盘中上涨2.03%，截至10:44，报30.60元/股，成交6120.94万元，换手率0.99%，总 市值63.52亿元。 资料显示，湖南金博碳素股份有限公司位于湖南省益阳市鱼形山路588号，成立日期2005年6月6日，上 市日期2020年5月18日，公司主营业务涉及从事先进碳基复合材料及产品的研发、生产和销售。主营业 务收入构成为：锂电领域产品48.39%，光伏和半导体领域产品26.09%，交通领域产品24.88%，其他(补 充)0.65%。 金博股份所属申万行业为：电力设备-光伏设备-光伏辅材。所属概念板块包括：碳基材料、固态电池、 小盘、锂电池、飞行汽车等。 机构持仓方面，截止2025年9月30日，金博股份十大流通股东中，景顺长城新能源产业股票A类 （011328）位 ...

Report Summary 1. Report's Industry Investment Rating - Not provided in the given content 2. Core Viewpoint of the Report - The difference between the reality and expectation of lithium carbonate increases the long - short divergence, and the price is in a high - level oscillation [1] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - **Futures Data**: For the 2601 contract, the closing price is 127,800, with changes of 6,260 compared to T - 1, 18,080 compared to T - 5, etc. The trading volume is 12,772, and the open interest is 21,877. For the 2605 contract, the closing price is 130,520, trading volume is 428,716, and open interest is 577,035. The warehouse receipt volume is 17,861 [1] - **Price Difference Data**: The basis between spot and 2601 contract is - 15,900, and between spot and 2605 contract is - 18,620; the difference between 2601 and 2605 contracts is - 2,720; the difference between electric carbon and industrial carbon is 2,650; the difference between spot and CIF is 22,771 [1] - **Raw Material and Lithium Salt Data**: The price of spodumene concentrate (6%, CIF China) is 1,490, lithium mica (2.0% - 2.5%) is 3,355. Battery - grade lithium carbonate is 111,900, industrial - grade lithium carbonate is 109,250, etc. [1] 3.2 Macro and Industry News - **Price Information**: SMM's battery - grade lithium carbonate index price is 111,682 yuan/ton, up 6,544 yuan/ton from the previous workday. The average price of battery - grade lithium carbonate is 111,900 yuan/ton, and industrial - grade lithium carbonate is 109,250 yuan/ton, both up 7,000 yuan/ton [2] - **Company News**: Anda Technology will conduct a one - month maintenance of some production lines from January 1, 2026, expected to reduce lithium iron phosphate production by 3,000 - 5,000 tons, with no significant impact on production and operation [3] - **Policy News**: The National Development and Reform Commission pointed out that for the "new three items" industries such as new energy vehicles, lithium batteries, and photovoltaics, the key is to standardize the order and innovate, including regulating market competition, strengthening supply chain governance, and increasing technological innovation [3] 3.3 Trend Intensity - The trend strength of lithium carbonate is 0, indicating a neutral view [3]

国城矿业所属申万行业为：有色金属-工业金属-铅锌。所属概念板块包括：钛白粉、锂电池、中盘、小 金属、融资融券等。 截至12月10日，国城矿业股东户数2.87万，较上期减少3.89%；人均流通股40844股，较上期增加 5.58%。2025年1月-9月，国城矿业实现营业收入17.18亿元，同比增长24.60%；归母净利润4.50亿元，同 比增长765.89%。 分红方面，国城矿业A股上市后累计派现2.35亿元。近三年，累计派现5923.63万元。 机构持仓方面，截止2025年9月30日，国城矿业十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股925.74万股，相比上期增加261.64万股。 12月29日，国城矿业（维权）盘中下跌4.87%，截至09:35，报27.71元/股，成交1.39亿元，换手率 0.42%，总市值328.38亿元。 资金流向方面，主力资金净流出474.70万元，特大单买入736.25万元，占比5.30%，卖出1418.34万元， 占比10.21%；大单买入1821.42万元，占比13.11%，卖出1614.03万元，占比11.62%。 国城矿业今年以来股价涨133.05%，近 ...

万里石所属申万行业为：建筑材料-装修建材-其他建材。所属概念板块包括：壳资源、小盘、锂电池、 一带一路、盐湖提锂等。 12月29日，万里石盘中上涨2.32%，截至09:35，报36.98元/股，成交2992.80万元，换手率0.42%，总市 值83.80亿元。 资金流向方面，主力资金净流入190.84万元，特大单买入120.42万元，占比4.02%，卖出0.00元，占比 0.00%；大单买入659.89万元，占比22.05%，卖出589.46万元，占比19.70%。 万里石今年以来股价涨12.92%，近5个交易日涨9.38%，近20日涨0.49%，近60日涨21.76%。 今年以来万里石已经3次登上龙虎榜，最近一次登上龙虎榜为10月9日。 资料显示，厦门万里石股份有限公司位于福建省厦门市思明区湖滨北路201号宏业大厦8楼，成立日期 1996年12月18日，上市日期2015年12月23日，公司主营业务涉及建筑装饰石材及景观石材的研发设计、 生产和销售。主营业务收入构成为：建筑装饰材料41.53%，工程施工28.21%，景观石材15.25%，其他 产品15.01%。 截至9月30日，万里石股东户数1.73万，较上 ...