9月15日，储能概念爆发，相关个股纷纷走强。其中，宁德时代一度涨超14%至371.52元；阳光电源涨 超11%至149.32元，二者在盘中均创下历史新高。 储能板块的爆发，离不开政策面的强力助推。 消息面上，近日，国家发改委、国家能源局印发《新型储能规模化建设专项行动方案（2025—2027 年）》。《方案》提出的总体目标为：2027年，全国新型储能装机规模达到1.8亿千瓦（即180吉瓦）以 上，带动项目直接投资约2500亿元，新型储能技术路线仍以锂离子电池储能为主。 中信证券分析称，与2024年累计装机7376万千瓦相比，三年或实现装机2.44倍增长。根据CNESA测 算，理想场景下，2030年储能装机或达近300GW，未来五年国内市场需求广阔。 另外，工信部等八部门还联合印发了《汽车行业稳增长工作方案(2025—2026年)》，提出2025年，力争 实现全年汽车销量3230万辆左右，同比增长约3%，其中新能源汽车销量1550万辆左右，同比增长约 20%。 除了政策利好和市场需求增长外，股价的上涨也离不开公司自身良好基本面的支撑。 宁德时代2025年上半年实现营业收入1788.86亿元，同比增长7.27%； ...

证券代码： 000600 证券简称：建投能源 河北建投能源股份有限公司投资者关系活动记录表 编号：2025-10 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 √业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 活动参与人员 | 1、董事长 秦刚 2、副董事长、总经理 王剑峰 3、副总经理、董事会秘书 | | | 孙原 4、财务负责人 张贞 | | 时间 | 2025 年 9 月 15 日(周一)15:00~17:00 | | 地点 | 公司会议室 | | 形式 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用网 年河北辖区上市公司投资者网上集体接 络远程的方式参加"2025 | | | 待日暨 年半年报集体业绩说明会" 2025 | | | 1、很想了解一下公司在新能源领域的布局情况 您好！根据国家能源与双碳战略，预计新能源未来还有较大市场 | | | 空间，后续公司将继续顺应市场化改革，以质为先，推进新能源 | | | 项目高质量发展。关注区域市场电量电价，优选具有 ...

证券代码：300428 证券简称：立中集团 债券代码：123212 债券简称：立中转债 立中四通轻合金集团股份有限公司 答：感谢您的关注！公司重庆高性能铝合金项目凭借园区汽 车零部件产业集群优势，积极为下游压铸厂和整车厂提供配套服 务，目前已通过下游压铸厂客户为赛力斯 M8 供应高性能铸造铝 合金材料，同时正在积极推进免热处理铝合金材料的配套供应。 谢谢。 3、请问董事长，公司的一体化压铸免热处理合金目前现有 产能是多少。具体供应在哪些车企身上，最近比亚迪也在搞大压 铸，有没有跟比亚迪供货？ 答：一体化压铸免热处理合金与铸造铝合金主要的差别在于 原材料配比以及工艺过程，对于生产装备的差别不大，因此公司 一体化压铸免热处理合金的产能可以与铸造铝合金的产能通用。 目前我们已经和主要一体化压铸厂商和主机厂建立了业务联系 并大规模供货，因涉及保密业务无法披露客户具体名称，谢谢。 4、请介绍一下公司取得硫化锂专利后，计划几年内实现量 产？还是仅仅专利储备？ 答：公司积极加大电池材料在固态电池领域的战略布局，近 期获得了制备硫化理的发明专利，硫化锂作为合成硫化物固态电 解质的关键原料，直接决定电解质的纯度与性能，也将为公 ...

Market Overview - A-shares showed mixed performance today, with the Shanghai Composite Index declining by 0.26% to 3860.5 points, while the Shenzhen Component Index rose by 0.63% to 13005.77 points, and the ChiNext Index increased by 1.52% to 3066.18 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 230.34 billion yuan, a decrease of 245.2 billion yuan compared to the previous day [1] Automotive Sector - The automotive industry chain stocks experienced a strong rally, with Haon Electric (301488) hitting the daily limit and reaching a new high, while Wanxiang Qianchao (000559) and Zhejiang Shibao (002703) also reached their daily limits [2][3] - The Ministry of Industry and Information Technology and other departments recently released a plan to promote the industrial application of intelligent connected vehicles, which includes pilot projects for vehicle-road-cloud integration and encourages the production of L3-level vehicles [4][5][6] Energy Storage Sector - The energy storage concept stocks surged, with companies like Tengya Precision (301125) and Ningde Times (300750) reaching new historical highs, with Ningde Times trading volume exceeding 25.59 billion yuan [7][8] - The National Development and Reform Commission and the National Energy Administration announced a plan for new energy storage construction, aiming for over 100 million kilowatts of new installed capacity within three years, which could lead to direct investment of approximately 250 billion yuan [9] Semiconductor Sector - The semiconductor sector was active, with companies like Shengbang Technology (300661) and Shanghai Beiling (600171) hitting their daily limits [10][11] - Recent U.S. trade actions have increased domestic manufacturers' willingness to replace imports, and the ongoing anti-dumping investigations may create a favorable market environment for local firms [12] Biotechnology Sector - Yaoke Ankang's stock price surged over 110% in a single day, with a cumulative increase of nearly 500% over the past four trading days, following the announcement of clinical trial approvals for its core product [13]

Market Overview - A-shares showed mixed performance today, with the Shanghai Composite Index declining by 0.26% to 3860.5 points, while the Shenzhen Component Index rose by 0.63% to 13005.77 points, and the ChiNext Index increased by 1.52% to 3066.18 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 23034 billion, a decrease of 2452 billion from the previous day [1] Automotive Sector - The automotive industry chain stocks experienced a strong rally, with companies like Haoen Automotive and Wanxiang Qianchao hitting the daily limit, and Zhejiang Shibao also reaching the limit [4][5] - The Ministry of Industry and Information Technology, along with seven other departments, released a plan to promote the industrial application of intelligent connected vehicles, which is expected to reshape competition in the automotive industry towards value-based competition [6] Semiconductor Sector - The semiconductor sector was active, with stocks like Shengbang Co. and Shanghai Beiling hitting the daily limit, and Naxinwei rising over 10% [10][11] - Recent U.S. trade measures have led to increased domestic substitution intentions among customers, which may benefit local semiconductor manufacturers [13] Energy Storage Sector - The National Development and Reform Commission and the National Energy Administration announced a plan for new energy storage, aiming for over 100 million kilowatts of new installed capacity by 2027, which could drive direct investment of about 250 billion [8] - The storage battery supply chain is experiencing strong demand, with a 106% year-on-year increase in global storage battery shipments in the first half of the year [9] Biotechnology Sector - The stock of Yaojie Ankang surged over 110% in a single day, with a cumulative increase of nearly 500% over the past four trading days [15][16] - The company focuses on innovative therapies for cancer and metabolic diseases and recently received clinical approval for its core product, Tinengotinib, for treating specific breast cancer patients [17]

今日"宁王"大爆发带动电池、锂矿板块集体冲高，盘中一度涨超14%，AH股盘中均创历史新高，阳光电源涨超5%，盘中股价刷新历史新高，天赐材料涨 停，阳光电源、亿纬锂能等涨幅居前。 ETF方面，工银瑞信基金锂电池ETF、景顺长城基金电池30ETF、兴银基金电池龙头ETF、广发基金电池ETF、富国基金锂电池ETF、电池ETF嘉实分别 涨%、2.92%、2.82%、2.47%、2.44%、2.33%、2.28%。 | 序号 | 证券代码 | 证券简称 | 当日涨跌幅% | 年涨跌幅% | 基金管理人 | | --- | --- | --- | --- | --- | --- | | 1 | 159840 | 锂电池ETF | 2.92 | 48.47 | 工银瑞信直会 | | 2 | 159757 | 电池30ETF | 2.82 | 48.88 | 景顺长城基金 | | 3 | 159767 | 电池龙头ETF | 2.47 | 47.75 | 兴银基金 | | 4 | 159755 | 电池ETF | 2.44 | 48.31 | 广发基金 | | 5 | 561160 | 锂电池ETF | 2.33 | 52. ...

Report Summary 1. Investment Rating The document does not mention the industry investment rating. 2. Core View The supply of lithium carbonate remains at a high level, the expectation of supply contraction weakens, downstream actively stocks up, inventory flows smoothly from top to bottom, and the inventory pressure of smelters is not significant. It is expected that the price of lithium carbonate will fluctuate weakly. Attention should be paid to the progress of mines in Jiangxi and the downstream stockpiling situation [5][88]. 3. Summary by Directory 1.1 Carbonate Lithium Market Review - Last week, lithium carbonate first rose and then fell, with a weekly decline of 4.02%. The trading volume reached 2.96 million lots (-160,000), and the open interest reached 309,400 lots (-54,600) [7]. - The basis premium is 1,290 yuan/ton [8]. 1.2 Supply Side - Lithium Ore - In August, China's lithium spodumene production was 6,670 tons of LCE, a month-on-month increase of 2.6%; lithium mica production was 8,980 tons of LCE, a month-on-month decrease of 44.2% [12]. - In July, the import volume of lithium concentrate rebounded to 576,100 tons, a month-on-month increase of 34.7% and a year-on-year increase of 4.8% [16]. - In July, the volume of lithium spodumene shipped from Port Hedland to China decreased to 88,800 tons, a month-on-month decrease of 4.3% and a year-on-year decrease of 4.1% [20]. - Lithium Battery Recycling - In September, the expected recycling volume of waste lithium batteries is 27,623 tons, a month-on-month increase of 6.2% and a year-on-year increase of 32.9% [23]. - Carbonate Lithium - Last week, the production of lithium carbonate was 19,963 tons, a month-on-month increase of 2.8%. - In July, the import volume of lithium carbonate decreased to 13,845 tons, a month-on-month decrease of 21.8% and a year-on-year decrease of 42.7%. - In August, the volume of lithium carbonate exported from Chile to China was 12,982 tons, a month-on-month decrease of 4.8% and a year-on-year increase of 7.0% [28][30]. - Lithium Hydroxide - In September, the operating rate of lithium hydroxide was 37%, and the production was 24,470 tons, a month-on-month increase of 12% and a year-on-year decrease of 21%. - In July, the export volume of lithium hydroxide was 1,248 tons, a month-on-month decrease of 80.1% and a year-on-year decrease of 86.3% [37]. 1.3 Downstream Demand - Lithium Iron Phosphate - Last week, the production of lithium iron phosphate was 77,513 tons, a month-on-month increase of 1.3%. - In August, the operating rate of iron phosphate was 61%, and the production was 2,647,200 tons, a month-on-month increase of 5% and a year-on-year increase of 59% [40]. - Ternary Materials - Last week, the production of ternary materials was 16,491 tons, a month-on-month decrease of 0.1%. - In July, the import volume increased and the export volume decreased [45]. - Ternary Precursors - In September, the operating rate of ternary precursors was 43%, and the production was 81,490 tons, a month-on-month increase of 12.9% and a year-on-year increase of 3.9%. - In July, the export volume increased [50]. - Lithium Manganate and Lithium Cobaltate - In September, the operating rate of lithium manganate was 33%, and the production was 11,887 tons, a month-on-month increase of 6% and a year-on-year decrease of 5%. - In September, the operating rate of lithium cobaltate was 67%, and the production was 12,530 tons, a month-on-month increase of 2% and a year-on-year increase of 42% [51]. - Electrolyte - In September, the production of electrolyte was 191,480 tons, a month-on-month increase of 7% and a year-on-year increase of 35.0%. - In July, the export volume of lithium hexafluorophosphate increased [59]. 1.4 Terminal Demand - Power Batteries - In August, the production of power batteries was 139.6 GWh, a month-on-month increase of 4.3% and a year-on-year increase of 37.8%. - In August, the loading volume of power batteries was 62.5 GWh, a month-on-month increase of 11.8% and a year-on-year increase of 32.4% [62]. - New Energy Vehicles - In August, the production of new energy vehicles was 1.391 million, a month-on-month increase of 11.9% and a year-on-year increase of 27.4%. - In August, the sales of new energy vehicles were 1.395 million, a month-on-month increase of 10.5% and a year-on-year increase of 26.8% [65]. - Energy Storage - In September, the production of energy storage batteries was 50.67 GWh, a month-on-month increase of 1.6% and a year-on-year increase of 42.3%. - In July, the winning bid power scale of energy storage was 5.83 GW, a month-on-month increase of 27.6% and a year-on-year increase of 44.7%; the winning bid capacity scale was 16.7 GWh, a month-on-month increase of 37.9% and a year-on-year increase of 60.1% [70]. - Consumer Electronics - In August, the production of smartphones in China was 100.4 million, a month-on-month increase of 6.4% and a year-on-year increase of 3.4%. - In August, the production of microcomputers in China was 27.69 million, a month-on-month increase of 8.5% and a year-on-year decrease of 12.3% [73]. 1.5 Cost - The price of lithium ore has declined. The price of lithium spodumene concentrate has dropped by $29/ton, and the price of lithium mica has dropped by 90 yuan/ton [78]. 1.6 Inventory - The total inventory decreased by 1,580 tons. Structurally, the smelter's inventory decreased by 3,262 tons, the downstream's inventory increased by 3,072 tons, and other inventories decreased by 1,390 tons [83]. - Last week, the inventory of lithium iron phosphate increased by 686 tons, and the inventory of ternary materials decreased by 115 tons [84]. 1.7 Market Outlook - Strategy: Sell short at high prices or buy put options after the volatility decreases. - Operating range: 65,000 - 77,000. - Overall, the supply remains at a high level, the expectation of supply contraction weakens, downstream actively stocks up, inventory flows smoothly from top to bottom, and the inventory pressure of smelters is not significant. It is expected that the price of lithium carbonate will fluctuate weakly. Attention should be paid to the progress of mines in Jiangxi and the downstream stockpiling situation [88].

截至收盘，沪指跌0.26%报3860.5点，深证成指涨0.63%报13005.77点，创业板指涨1.52%报3066.18点， 沪深北三市合计成交23034亿元。 （文章来源：证券时报网） 盘面上看，保险、银行、酿酒、券商、有色等板块走低，农业、汽车、地产等板块上扬，网游、CXO 概念、机器人概念等活跃。 15日，沪指盘中回落走低，创业板指较为强势，盘中一度涨近3%，场内近3400股飘绿。 华西证券指出，本轮牛市驱动力并未改变，政策依旧对"稳股市"提供有力支持，居民端潜在增量资金也 依旧充沛。结构上，牛市行情中景气赛道有望在产业变迁过程中享受估值溢价；政策维度，10月将召开 四中全会，硬科技、新质生产力领域或有较多政策催化；产业维度，近期海外AI产业资本开支预期持 续增强，市场对此反映积极；盈利维度，A股盈利筑底阶段需在结构上精选高景气赛道，从2025年盈利 预期来看，TMT领域亮点较多。行业配置上，首选高景气赛道，如固态电池、储能、创新药、AI应 用、人形机器人等；新消费领域，如IP经济、口含烟等；另外，美联储降息的背景下，港股有望获 得"外资+南下"双加持，如港股互联网。 ...

格隆汇9月15日丨乔锋智能(301603.SZ)在互动平台表示，公司的数控机床产品可以应用于新能源汽车电 池托盘、储能电池箱体等结构件加工以及电池生产线自动化设备的结构件加工。 ...

盘面上，市场热点快速轮动，个股跌多涨少，全市场超3300只个股下跌。 从板块来看，游戏板块集体上涨，星辉娱乐20cm涨停。 市场走势分化，沪指窄幅震荡，创业板指冲高回落。截至收盘，沪指跌0.23%，深成指涨0.63%，创业板指涨1.52%。 汽车产业链板块上涨，浙江世宝等多股涨停。 算力板块局部走强，青山纸业10天7板。 储能概念股表现活跃，宁德时代、阳光电源双双创历史新高。 下跌方面，文化传媒大跌，果麦文化跌超10%。 沪深两市成交额合计2.28万亿元，较上一交易日缩量约2435.05亿元。其中，沪市成交额9861.72亿元，深市成交额1.29万亿元。 个股方面，宁德时代成交额居首，为256亿元。其后是阳光电源、寒武纪-U、胜宏科技、海光信息，成交额分别为214亿元、166亿元、164亿元、 154亿元。 | 序号 代码 | 名称 | | | ● ● ■ ■ 最新 ■ 涨幅% 市净率 | | | | | 现手 | 换手% | 成交额 ↓ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 300750 ...