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 ...

格隆汇9月15日丨铭利达(301268.SZ)在投资者互动平台表示，目前液冷业务已量产的产品主要服务于服 务器、光源激光和PC电竞领域，充电枪产品由于战略调整，相关业务领域已不再推进。公司业务具体 情况请详见公司在巨潮资讯网披露的定期报告及临时公告。未来业务的增长支撑包括国内和海外生产基 地，根据客户服务需求及要求灵活调整和安排。截至目前，相关生产基地的建设和配置能够满足短期内 的业务增长需求。储能业务受益于海外需求的快速增加而同比大幅增长。截至目前，储能业务需求较为 旺盛，预计今年下半年及明年仍将保持较高速的增长。 ...

值得注意的是，近日新能源行业政策端迎来多重利好催化。9月15日，中国汽车工业协会发布《汽车整 车企业供应商账款支付规范倡议》，围绕订单确认、交付与验收、支付与结算、合同期限等4个环节提 出倡议;9月14日，福建发布《关于加快福建经济社会发展全面绿色转型的行动方案》，为非化石能源、 新型储能等领域带来重大利好;9月12日，工信部等八部门近日联合印发《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，其中新能源汽车销量1550万辆左 右。 智通财经APP获悉，宁德时代(03750)涨超5%，高见476.8港元，创上市新高。截至发稿，涨6.52%，报 461.00港元，成交额25.08亿港元。 消息面上，据上证报报道，宁德时代对2026年的要货指引上修至1100GWh，同比增长46%。按照惯例， 要货指引略高于排产、排产略高于开票，因此，预计2026年排产900-1000GW，开票约800-900GW。增 长主要受益于海外动力电池需求和储能电池需求的拉动。为满足市场需要，未来两年，宁德时代预计将 扩张超300GW产能。 ...

9月15日，宏发股份盘中下跌2.01%，截至14:23，报26.32元/股，成交4.32亿元，换手率1.11%，总市值 384.21亿元。 资金流向方面，主力资金净流出486.71万元，特大单买入1688.09万元，占比3.90%，卖出3460.25万元， 占比8.00%；大单买入8468.67万元，占比19.58%，卖出7183.22万元，占比16.61%。 截至6月30日，宏发股份股东户数2.97万，较上期增加17.81%；人均流通股49214股，较上期增加 18.83%。2025年1月-6月，宏发股份实现营业收入83.47亿元，同比增长15.43%；归母净利润9.64亿元， 同比增长14.19%。 分红方面，宏发股份A股上市后累计派现29.87亿元。近三年，累计派现13.70亿元。 机构持仓方面，截止2025年6月30日，宏发股份十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2.97亿股，相比上期增加6980.62万股。南方中证500ETF（510500）位居第五大流通股 东，持股1732.34万股，相比上期增加665.21万股。广发稳健增长混合A（270002）位居第八大流通股 东，持 ...

Company Overview - Renji Co., Ltd. is a high-tech enterprise engaged in oilfield technology services, including technology research and development, solution design, and the production of oilfield chemical agents [2] - The company was established on September 27, 2006, and went public on November 3, 2011 [2] - Main business revenue composition includes: 34.69% from new energy power engineering, 31.93% from oil and gas field technology services, 18.06% from drilling engineering services, 14.76% from new materials and petrochemical product sales, and 0.55% from other services [2] Stock Performance - As of September 15, Renji's stock price increased by 73.18% year-to-date, with a recent 5-day increase of 0.68%, 20-day increase of 6.82%, and 60-day increase of 26.68% [2] - The stock price was reported at 7.36 CNY per share with a total market capitalization of 3.136 billion CNY [1] Financial Performance - For the first half of 2025, Renji reported operating revenue of 50.4133 million CNY, a year-on-year decrease of 44.38%, while the net profit attributable to shareholders was -11.848 million CNY, reflecting a year-on-year increase of 32.65% [3] - The company has cumulatively distributed 70.1456 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [4] Shareholder Information - As of June 30, the number of shareholders was 25,600, a decrease of 7.45% from the previous period, with an average of 13,916 circulating shares per shareholder, an increase of 8.05% [3] Market Activity - The stock has appeared on the trading leaderboard six times this year, with the most recent occurrence on July 9, where it recorded a net buy of -16.3337 million CNY [2]

东峰集团所属申万行业为：轻工制造-包装印刷-纸包装。所属概念板块包括：股权转让、工业大麻、比 亚迪概念、储能、融资融券等。 9月15日，东峰集团盘中下跌2.07%，截至14:04，报4.72元/股，成交1.56亿元，换手率1.73%，总市值 88.47亿元。 资金流向方面，主力资金净流入181.48万元，特大单买入233.42万元，占比1.49%，卖出547.18万元，占 比3.50%；大单买入4332.18万元，占比27.75%，卖出3836.95万元，占比24.57%。 东峰集团今年以来股价涨18.59%，近5个交易日跌1.87%，近20日涨3.06%，近60日涨36.02%。 今年以来东峰集团已经3次登上龙虎榜，最近一次登上龙虎榜为1月24日。 资料显示，广东东峰新材料集团股份有限公司位于广东省汕头市潮汕路金园工业城北郊工业区(二围工 业区),4A2-2片区,2M4片区,13-02片区A-F座，成立日期1983年12月30日，上市日期2012年2月16日，公司 主营业务涉及烟标印制及相关包装材料的设计、生产与销售。主营业务收入构成为：医药包装 41.31%，膜类新材料34.19%，纸品14.47%，其他 ...

Company Overview - Shanghai Xianhui Automation Technology Co., Ltd. was established on March 28, 2007, and went public on August 11, 2020. The company specializes in the research, production, and sales of various intelligent manufacturing equipment [2] - The main business revenue composition includes: 63.35% from precision structural components for new energy power batteries, 34.90% from intelligent automation equipment for new energy vehicles, 1.02% from other sources, 0.58% from industrial manufacturing data systems, and 0.15% from intelligent automation equipment for fuel vehicles [2] - The company is classified under the Shenwan industry as electric power equipment - battery - lithium battery special equipment, and is associated with concepts such as solid-state batteries, CATL concept, lithium batteries, energy storage, and new energy vehicles [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.273 billion yuan, representing a year-on-year growth of 8.59%, and a net profit attributable to the parent company of 152 million yuan, with a year-on-year increase of 17.44% [2] - Since its A-share listing, the company has distributed a total of 132 million yuan in dividends, with 102 million yuan distributed over the past three years [3] Stock Performance - As of September 15, the company's stock price decreased by 2.07% to 75.33 yuan per share, with a total market capitalization of 9.452 billion yuan [1] - Year-to-date, the stock price has increased by 100.13%, with a 0.71% increase over the last five trading days, a 30.22% increase over the last 20 days, and a 52.86% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on July 22, where it recorded a net purchase of 172 million yuan [1]

中信建投电力设备及新能源首席分析师朱玥表示，持续看多锂电、储能。储能增长的核心逻辑是新能源 渗透率提升和储能系统成本下降的共振。目前国内储能市场需求强劲，锂电池排产旺盛，储能电池出现 涨价迹象；5.31后淡季不淡，项目招标高增。原因主要可分为两点，一是多省推出容量补偿、容量租赁 等政策提升储能项目收益确定性；二是新能源全面入市背景下峰谷价差拉大。目前山东等省市场化程度 高，储能电站经济性好；蒙西限电较为严重，配储比例有很大提升空间。海外来看，美国关税、法案等 扰动因素已逐步消除，欧洲、澳洲、拉美、东南亚等地需求良好。 对于锂电板块，朱玥称，已经兑现2025年市场需求超预期，当前核心矛盾为2026年需求预期是否继续上 修，后续持续关注储能招标及装机数据、2026年指引置信度、2026年汽车以旧换新等政策延续情况以及 锂电排产信息等。 消息面上，第一财经记者了解到，周末券商分析师热推宁德时代。有券商分析师对宁德时代2026年的排 产指引预测达到了1.1TWh，同比增长超40%，正式进入TWh时代；对于今年的排产情况，截至上周 中，宁德时代全年排产达750GWh，超出市场预期。 基于电池板块头部聚拢效应显现，储能需 ...

Group 1 - The stock price of China Tianying increased by 2.02% on September 15, reaching 5.04 CNY per share, with a trading volume of 236 million CNY and a turnover rate of 1.97%, resulting in a total market capitalization of 12.604 billion CNY [1] - Year-to-date, the stock price has risen by 4.22%, with a 5-day increase of 5.00%, a 20-day increase of 15.60%, and a 60-day increase of 19.54% [1] - The company reported a revenue of 2.577 billion CNY for the first half of 2025, a year-on-year decrease of 2.72%, and a net profit attributable to shareholders of 212 million CNY, down 41.25% year-on-year [2] Group 2 - China Tianying has a main business revenue composition of 50.98% from power supply and waste treatment services, 21.61% from other services, 19.85% from urban environmental services, and 7.56% from construction services [1] - As of June 30, 2025, the number of shareholders was 46,900, a decrease of 3.34% from the previous period, with an average of 51,726 circulating shares per person, an increase of 3.46% [2] - The company has distributed a total of 373 million CNY in dividends since its A-share listing, with 134 million CNY distributed over the past three years [3]

发改委重磅政策将预期变为政策底。 国家发改委、国家能源局9月12日发布《新型储能规模化建设专项行动方案（2025—2027 年）》，明确 2027年目标全国新型储能装机规模达到1.8亿千瓦，带动直接投资2500亿元，对应未来两年每年新增 140-210GWh。参考2025年新增130-150GWh，政策将保障至少速度不退坡。这项重磅政策的发布有力地 保障了储能景气度，为储能投资再上一层保险。 136号文在今年1月发布后，储能各月招标数据均显著高于去年同期，景气度持续走高，但市场担心是因 为136号文在6月30日实施前产业集中抢装，因而存在"强现实，弱预期"的预期差，叠加取消强制配储的 扰动，行业市场表现承压。 变化：8月储能招标数据出炉再超市场预期，创历史新高，排除抢装影响后，市场开始逐步接受储能长 期逻辑明显改善的实施，配合大量龙头电池厂商订单和排产超预期，形成了强现实与强预期的共振。 储能电池ETF（159566，联接A/C：021033/021034）跟踪国证新能源电池指数，聚焦储能产业链，截至 9月12日，储能电池ETF（159566）规模达到11.43亿元，连续13日资金净流入，是全市场聚焦储能产业 ...