格隆汇11月4日丨顺络电子(002138.SZ)在投资者互动平台表示，行业内6G通信研究仍处于起步阶段，公 司正在进行基础研发方面的研究。公司在储能领域主要布局了SOFC高温燃料电池(属于固态电池)与微 逆等相关产品。 ...

创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）弹性最大，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至 2025年10月31日，规模达8.29亿元；成交额最大，近一月日均成交9005万元。其储能含量达51%，固态 电池含量达30%，契合当下市场热点。 （文章来源：每日经济新闻） 11月4日午后，A股三大指数延续早盘下跌趋势，呈现震荡下行的走势。创业板新能源ETF华夏 （159368）午后开盘延续下跌态势，跌超3.72%，在低位震荡运行。盘面上，该ETF持仓股集体回调， 但行业长期高景气底层逻辑未变，提供低位布局机会。截至发文，创业板新能源ETF华夏（159368）成 交额超5800万元，位居同类产品第一。 消息面上，近日，国家发改委新闻发布会披露，迎峰度冬能源保供与新能源协同进展显著。截至9月 底，累计投运新型储能装机超1亿千瓦，调峰能力持续强化；跨区输送电力最大达1.5亿千瓦，区域电力 余缺互济能力提升。当前全国发电装机 ...

11月4日，雄韬股份盘中下跌2.04%，截至14:17，报22.06元/股，成交3.73亿元，换手率4.51%，总市值 84.76亿元。 资金流向方面，主力资金净流出3156.26万元，特大单买入1694.36万元，占比4.55%，卖出1946.23万 元，占比5.22%；大单买入6427.24万元，占比17.24%，卖出9331.64万元，占比25.03%。 雄韬股份今年以来股价涨60.53%，近5个交易日涨1.61%，近20日涨3.81%，近60日涨33.37%。 今年以来雄韬股份已经5次登上龙虎榜，最近一次登上龙虎榜为1月13日，当日龙虎榜净买入3315.49万 元；买入总计1.73亿元 ，占总成交额比12.73%；卖出总计1.39亿元 ，占总成交额比10.28%。 雄韬股份所属申万行业为：电力设备-电池-蓄电池及其他电池。所属概念板块包括：储能、融资融券、 固态电池、锂电池、电池回收等。 截至10月10日，雄韬股份股东户数4.51万，较上期增加0.49%；人均流通股8173股，较上期减少0.49%。 2025年1月-9月，雄韬股份实现营业收入23.80亿元，同比减少9.39%；归母净利润1.06亿元， ...

惠城环保今年以来股价涨60.72%，近5个交易日涨2.43%，近20日跌20.94%，近60日跌8.51%。 资金流向方面，主力资金净流入2614.50万元，特大单买入3832.80万元，占比10.02%，卖出1709.50万 元，占比4.47%；大单买入1.02亿元，占比26.53%，卖出9659.94万元，占比25.25%。 今年以来惠城环保已经1次登上龙虎榜，最近一次登上龙虎榜为10月13日，当日龙虎榜净买入4801.35万 元；买入总计4.53亿元 ，占总成交额比19.04%；卖出总计4.05亿元 ，占总成交额比17.02%。 资料显示，青岛惠城环保科技集团股份有限公司位于山东省青岛市黄岛区泊里镇港旺大道395号，成立 日期2006年2月27日，上市日期2019年5月22日，公司主营业务涉及为炼油企业提供废催化剂处理处置服 务,研发、生产、销售FCC催化剂(新剂)、复活催化剂、再生平衡剂等资源化综合利用产品。主营业务收 入构成为：危险废物处理处置服务62.93%，资源化综合利用产品30.15%，其他产品3.97%，三废治理 2.43%，其他(补充)0.53%。 惠城环保所属申万行业为：环保-环境治理- ...

Core Viewpoint - Desay Battery's stock price has shown fluctuations, with a recent decline of 2.05% and a year-to-date increase of 17.60%, indicating mixed market sentiment towards the company [1][2]. Financial Performance - For the period from January to September 2025, Desay Battery achieved a revenue of 16.103 billion yuan, reflecting a year-on-year growth of 7.67%, while the net profit attributable to shareholders was 226 million yuan, up by 2.02% [2]. - Cumulatively, the company has distributed 1.484 billion yuan in dividends since its A-share listing, with 495 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased to 71,300, with an average of 5,393 circulating shares per person, a decrease of 1.51% from the previous period [2]. - The stock's trading activity showed a net outflow of 10.8266 million yuan from major funds, with significant selling pressure observed in large orders [1]. Business Overview - Desay Battery, established in September 1985 and listed in March 1995, specializes in the production of power management systems and various lithium batteries, with a revenue composition that includes 31.93% from smartphones and 19.92% from electric tools and smart home products [1].

11月4日，天力锂能（维权）盘中下跌2.02%，截至10:42，报32.09元/股，成交1.25亿元，换手率 5.41%，总市值38.10亿元。 资金流向方面，主力资金净流出300.39万元，特大单买入303.10万元，占比2.42%，卖出409.31万元，占 比3.26%；大单买入2190.52万元，占比17.47%，卖出2384.69万元，占比19.02%。 天力锂能所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：QFII持股、锂电池、储 能、电池回收、三元锂电等。 截至9月30日，天力锂能股东户数1.82万，较上期增加4.71%；人均流通股3899股，较上期减少4.53%。 2025年1月-9月，天力锂能实现营业收入15.35亿元，同比增长11.18%；归母净利润-8974.32万元，同比 增长47.42%。 分红方面，天力锂能A股上市后累计派现3659.47万元。 责任编辑：小浪快报 天力锂能今年以来股价跌2.31%，近5个交易日涨2.13%，近20日涨9.71%，近60日涨7.76%。 资料显示，天力锂能集团股份有限公司位于河南省新乡市牧野区新七街1618号，成立日期2009年3月5 ...

资金流向方面，主力资金净流入1591.38万元，特大单买入1371.71万元，占比4.50%，卖出1211.05万 元，占比3.97%；大单买入8057.46万元，占比26.43%，卖出6626.75万元，占比21.74%。 盛弘股份今年以来股价涨64.77%，近5个交易日涨7.26%，近20日涨8.40%，近60日涨29.53%。 资料显示，深圳市盛弘电气股份有限公司位于广东省深圳市南山区西丽街道松白路1002号百旺信高科技 工业园2区6栋，成立日期2007年9月28日，上市日期2017年8月22日，公司主营业务涉及从事电力电子设 备的研发、生产、销售和服务。主营业务收入构成为：电动汽车充电设备46.42%，新能源电能变换设 备20.82%，工业配套电源20.53%，电池检测及化成设备9.78%，其他2.45%。 盛弘股份所属申万行业为：电力设备-其他电源设备Ⅱ-其他电源设备Ⅲ。所属概念板块包括：逆变器、 电力物联网、充电桩、储能、锂电池等。 截至10月20日，盛弘股份股东户数3.88万，较上期减少1.03%；人均流通股6922股，较上期增加1.05%。 2025年1月-9月，盛弘股份实现营业收入22.16 ...

Core Viewpoint - The company reported a slight decline in net profit for Q3, primarily due to reduced production from a key client, but anticipates a rebound in revenue and profit from 2025 to 2027 driven by capacity expansion and new business segments [1][5]. Group 1: Q3 Financial Performance - Q3 revenue reached 1.13 billion yuan, showing a year-over-year increase of 0.41% and a quarter-over-quarter increase of 7.64% [1] - Q3 net profit attributable to shareholders was 99.21 million yuan, reflecting a year-over-year increase of 70.43% but a quarter-over-quarter decrease of 5.50% [1] - The company’s Q3 performance was slightly below expectations, with net profit anticipated between 105 to 125 million yuan [1] Group 2: Business Segments and Growth Drivers - The company’s Q3 revenue stability was supported by Tesla's production in China, while another key client, Ideal Auto, saw a significant production decline [2] - The energy storage business is emerging as a second growth curve, with approximately 300 million yuan in revenue for the first half of 2025 [2] - The company is actively expanding its customer base in the energy storage sector and has established partnerships with several system integrators [2] Group 3: Profitability and Cost Management - Q3 gross margin was 21.45%, showing a year-over-year increase, indicating improved profitability [3] - The financial expense ratio increased due to exchange rate fluctuations, with Q3 financial expenses rising to 2.72% [3] - Q3 net profit margin was 8.78%, benefiting from improved non-operating income [3] Group 4: Global Expansion and New Initiatives - The company is advancing its global strategy with new production bases in Mexico and Thailand, aimed at serving the Southeast Asian market [4] - Rapid expansion in the energy storage and robotics sectors is noted, with significant revenue contributions and new customer projects [4] - The magnesium alloy strategy is being implemented, with successful projects in both automotive and robotics sectors [4] Group 5: Earnings Forecast and Valuation - The company has adjusted its earnings forecast downward due to increased competition and underperformance from key clients, projecting revenues of 4.66 billion yuan in 2025 [5] - The target price for the company is set at 18.14 yuan based on a PE ratio of 32.0 for 2026 [5] Group 6: Investment Rating - The company maintains a "buy" rating based on its growth potential and strategic initiatives [6]

Core Viewpoint - Titanium Chemical's stock has experienced fluctuations, with a recent decline of 2.17% and a year-to-date increase of 27.81% [1][2] Financial Performance - For the period from January to September 2025, Titanium Chemical reported revenue of 5.765 billion yuan, representing a year-on-year growth of 11.97% [2] - The company's net profit attributable to shareholders was 316 million yuan, showing a decrease of 29.40% compared to the previous year [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Titanium Chemical reached 115,700, an increase of 0.80% from the previous period [2] - The average number of circulating shares per shareholder decreased by 0.79% to 32,240 shares [2] Dividend Distribution - Since its A-share listing, Titanium Chemical has distributed a total of 773 million yuan in dividends, with 433 million yuan distributed over the past three years [3] Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 66.475 million shares, an increase of 39.109 million shares from the previous period [3] - Penghua Zhongzheng Subdivision Chemical Industry Theme ETF Connect A (014942) entered the top ten circulating shareholders, holding 40.016 million shares [3]

Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a decline in revenue and net profit for the recent period [1][2]. Group 1: Stock Performance - As of November 4, Jilin Electric's stock price increased by 2.01% to 6.09 CNY per share, with a total market capitalization of 22.09 billion CNY [1]. - The stock has risen 16.58% year-to-date, with a 7.79% increase over the last five trading days, but has seen a slight decline of 0.49% over the last 20 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jilin Electric reported a revenue of 9.717 billion CNY, a year-on-year decrease of 4.42%, and a net profit attributable to shareholders of 783 million CNY, down 44.63% year-on-year [2]. - The company has distributed a total of 969 million CNY in dividends since its A-share listing, with 764 million CNY distributed over the last three years [3]. Group 3: Business Overview - Jilin Electric's main business includes power generation (wind, solar, hydro, thermal, distributed energy, gas, biomass, nuclear), heating services, comprehensive smart energy supply, clean energy investment, power plant maintenance, technology project research and development, and power distribution [1]. - The revenue composition is as follows: coal power products 33.67%, photovoltaic products 29.55%, wind power products 23.40%, heating products 10.86%, and operation and maintenance services 2.52% [1]. Group 4: Shareholder Information - As of October 31, Jilin Electric had 147,700 shareholders, an increase of 1.16% from the previous period, with an average of 22,630 circulating shares per shareholder, a decrease of 1.14% [2]. - Notable new shareholders include Hong Kong Central Clearing Limited, holding 43.9863 million shares, and a photovoltaic ETF, holding 24.7652 million shares [3].