转自：新华财经 全国社会保障基金理事会9月30日发布的2024年全国社会保障基金年度报告显示，2024年，基金投资收 益额2184.18亿元，投资收益率8.10%。其中，已实现收益额436.51亿元（已实现收益率1.64%），交易 性资产公允价值变动额1747.67亿元。基金自成立以来的年均投资收益率7.39%，累计投资收益额 19009.98亿元。社保基金会相关负责人表示，2024年社保基金会加强市场研判，因时因势制订"稳中求 进、以进促稳"的配置策略，在资本市场波动中，坚定信心，保持战略定力不动摇，维持股票风险敞口 基本稳定，获取了A股市场反弹带来的收益；靠前配置、加大配置固定收益资产，较好把握了利率持续 下行带来的投资机会；积极加大股权投资力度，优化海外投资布局，较好发挥了资产配置分散投资风 险、稳定提升基金整体收益的作用。 9月29日，A股市场走强，三大指数全线上涨，创业板指涨逾2%。券商、新能源、贵金属、人形机器人 等板块爆发，大小盘股携手走强。整个A股市场超3500只股票上涨，逾60只股票涨停。市场成交额为 2.18万亿元，连续34个交易日成交额超2万亿元。资金面上，融资资金继续活跃，截至9月26 ...

Group 1 - The A-share market experienced a volatile upward trend in the first three quarters, with the Shanghai Composite Index reaching 3,800 points, led by technology growth stocks, while consumer and cyclical stocks performed poorly [1] - Among the 31 primary sub-industries, only coal and oil & petrochemicals saw declines, while the other 29 sub-industries recorded gains, with the top five performing industries being communication, electronics, non-ferrous metals, media, and comprehensive, all exceeding a 60% increase [1] - The communication industry surged by 105% and the electronics sector rose by 87%, significantly outperforming other sectors, with leading companies like Zhongji Xuchuang and Xinyisheng seeing increases of 2.4 times and 3.7 times respectively [1] Group 2 - The consumer sector, including hotels, restaurants, and liquor, has shown weak performance, with companies like Jinjiang Hotels and Kweichow Moutai experiencing declines of over 12% and 2% respectively [1] - The cyclical sectors, particularly coal and oil & petrochemicals, also underperformed, with China Shenhua down by 7% and both China Petroleum and China Petrochemical seeing declines of nearly 20% [1] - Looking ahead to the fourth quarter, market styles are expected to rebalance, with cyclical styles entering a trading window and previously lagging sectors likely to see a rebound [2][3]

Market Overview - On September 29, the Shanghai Composite Index rose by 1.54%, the STAR Market 50 Index increased by 1.35%, the CSI 1000 Index went up by 1.36%, the ChiNext Index surged by 2.74%, and the Hang Seng Index climbed by 1.89% [2][3]. - The best-performing sectors on September 29 were non-bank financials (+3.84%), non-ferrous metals (+3.78%), electric power equipment (+3.07%), steel (+2.49%), and comprehensive sectors (+1.82%). The worst-performing sectors included coal (-0.84%), banking (-0.46%), social services (-0.24%), oil and petrochemicals (-0.22%), and beauty care (-0.05%) [2][3]. Key Recommendations - The report focuses on Meier Technology (688376), a leader in air purification equipment, highlighting growth opportunities in semiconductor and lithium battery applications. The projected revenue for 2025-2027 is 2,273 million, 2,936 million, and 3,546 million yuan, with revenue growth rates of 32%, 29%, and 21% respectively. The net profit attributable to the parent company is expected to be 269 million, 355 million, and 425 million yuan, with net profit growth rates of 40%, 32%, and 20% respectively. Earnings per share are forecasted to be 2.00, 2.64, and 3.16 yuan, with price-to-earnings ratios of 26, 20, and 17 times [4]. - Catalysts for growth include progress in overseas expansion with semiconductor clients and the development of lithium battery clients [4]. - The investment logic is based on the opportunities presented by solid-state batteries and semiconductors for the cleanroom leader, with potential for applications exceeding expectations [4].

Group 1 - Huayou Cobalt's subsidiary signed a supply agreement with LGES for 76,000 tons of ternary precursor products from 2026 to 2030, and another contract for 88,000 tons of ternary cathode materials, indicating a significant long-term partnership [1] - The collaboration between Huayou Cobalt and LGES highlights the strategic importance of Chinese material companies in the global supply chain and LGES's strategy to secure upstream resources to enhance global competitiveness [1] - The expected increase in demand for electric vehicles and energy storage solutions is likely to benefit such deep collaborations, potentially leading to growth opportunities [1] Group 2 - Fulin Precision plans to jointly increase capital in its subsidiary Jiangxi Shenghua with CATL, with Fulin investing 1 billion yuan and CATL investing 2.563 billion yuan, resulting in CATL holding a 51% stake [2] - This capital increase is a typical case of deep integration of technology and capital in the power battery industry, allowing CATL to secure core production capacity while Fulin accelerates its technological upgrades and international expansion [2] - The impact of Jiangxi Shenghua's financial performance on Fulin Precision needs to be monitored in the short term, while long-term success will depend on collaboration in new fields like robotics [2] Group 3 - Tianji Co. is advancing the industrialization of its lithium sulfide material preparation patent, with approximately 5 million yuan invested in R&D and a team of 7 researchers [3] - The project has passed initial small-scale tests, but further scaling and cost analysis are required before moving to pilot testing, indicating the early stage of development [3] - Despite the promising market for solid-state batteries, Tianji faces challenges in technology transfer, cost optimization, and shareholder dynamics, which may limit short-term contributions to performance [3]

《战略合作框架协议》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1.本协议属于双方合作意愿和基本原则的框架性、意向性、初步的约定，尚存在不确定性。本协议所涉 及的具体合作事项需另行签订相关正式合作协议，敬请广大投资者注意投资风险。 2.本协议的签署对公司本年度及未来各会计年度财务状况的具体影响存在不确定性。 3.公司最近三年签署的框架协议不存在无进展的情况。 4.本次签署的协议不构成关联交易，不属于《上市公司重大资产重组管理办法》规定的重大资产重组。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300919 证券简称：中伟股份 公告编号:2025-111 中伟新材料股份有限公司关于与厦门厦钨新能源材料股份有限公司签署 一、概述 中伟新材料股份有限公司（以下简称"公司"或"中伟股份"）与厦门厦钨新能源材料股份有限公司（以下 简称"厦钨新能源"）于2025年9月29日签署《战略合作框架协议》（以下简称"本协议"）。双方合作围 绕消费电子、动力电池、低空经济、AI及机器人等新兴领域的关键电池材料供应链展开，重点覆盖三 元材料、 ...

Core Insights - The rapid development of the electric vehicle market and stable growth in lithium battery demand have led to an increase in China's carbon nanotube conductive paste shipments from 56,000 tons in 2019 to 145,000 tons in 2024, with a compound annual growth rate (CAGR) of 21% [4] - It is predicted that the shipment volume of carbon nanotube conductive paste will reach 310,000 tons by 2027, with a CAGR of 29% from 2025 to 2027 [4] - The trend of "fast charging" in the electric vehicle industry significantly enhances the performance of lithium batteries, and carbon nanotubes play a crucial role in this improvement [5] Market and Technology Trends - Many companies are adopting a combination of single-walled and multi-walled carbon nanotubes for batteries above 3C, with an additional 2% to 4% of single-walled carbon nanotubes added to 4C batteries to enhance fast charging performance [6] - Silicon-based anodes are emerging as a new type of anode material that aligns with the development trend of high energy density batteries, and they are more compatible with carbon nanotubes, especially single-walled carbon nanotubes [6] - The upcoming mass production of "large cylindrical" batteries and "solid-state batteries" in the next few years will increase the usage of silicon-based anodes, further driving the growth of the carbon nanotube industry [6][8] Industry Developments - The 9th International Carbon Materials Conference and Industry Exhibition will be held in Shanghai from December 9-11, 2025, showcasing numerous leading companies in the carbon nanotube sector [9] - Jiangsu Super Carbon Xianfeng Technology Co., Ltd. is focused on the industrialization and commercialization of carbon nanotube materials, currently in the pilot scale-up phase with a monthly capacity of 100 kg, aiming to expand to 15 tons/year in the first phase and 30 tons/year in the second phase [10] - Jiangsu Tianchuang New Materials Technology Co., Ltd. has achieved continuous mass production of carbon nanotube films and fibers, with an annual production capacity of several hundred thousand square meters [11] Company Highlights - Shandong Changxin Chemical Technology Co., Ltd. is the largest producer of N-Methyl-2-pyrrolidone (NMP) in China, with a CNT powder capacity of 4,800 tons/year and a conductive agent capacity of 70,000 tons/year as of the end of 2023 [12] - Shandong Carbon Peak New Materials Technology Co., Ltd. has over ten effective patents and plans to reach a production capacity of 1,000 tons/year for high-purity single-walled carbon nanotube powder by 2028 [16] - Wuhan Carbon Weng Technology Co., Ltd. is the first company in China to achieve ton-level mass production of single-walled carbon nanotubes, with plans to expand its annual capacity to 120 tons [22]

【#氪星播报#｜9月29日晚间都有哪些#今日大事件#？】 [星星]Top3大新闻 [星星]科技财经互联网热点 [星星]还有哪些其他要闻 1、国内部分品牌金饰价格继续上涨，#金饰价格涨到1115元# 2、#特斯拉技术员被机器人打成重伤#，拆机器人受伤美国男子索赔5100万 3、#卢伟冰称小米17首销结果很不错#，Pro Max卖得最好 1、#A股午后突变#，沪深北三市上涨个股超3600只 2、#1674元机票提前改签扣1029元手续费#，平台称可退还30元改签服务费 3、#鸡排哥回应直播5万人在线未开打赏#：不忘初心 4、#小米17系列出货量显著下调20%#，总出货量可能会低于15系列 5、#a股新能源领涨市场#，固态电池被列为重点攻关方向 6、#卢伟冰回应小米17为何最初无1TB#，销量比例比较低 1、#男子政审时发现被患精神分裂11年#，涉事医院：未误诊 不予撤销记录 2、#中方决定增设K字签证#，即青年科技人才签证 3、#女子高铁说讨厌小孩被宝妈怼哭#，在乘务员协调下更换了座位 4、#两名失联15岁少女已找到#，家人称两人在越南被警方拦截 5、#食品厂工人掉入月饼机器#，事故发生时该企业还未生产月饼 6、 ...

Market Overview - A-shares experienced a strong rally on September 29, with major indices collectively rising, including a 0.9% increase in the Shanghai Composite Index and over 2% gains in the Shenzhen Component Index and the ChiNext Index [1] - The total trading volume in the Shanghai and Shenzhen markets reached 21,614.65 billion yuan, an increase of 145.75 billion yuan from the previous day [1] Sector Performance - The top-performing ETFs included the Securities ETF (512000) which rose by 4.8%, the Nonferrous Metal Leaders ETF (159876) which increased by 4.17%, and the Financial Technology ETF (159851) which saw a peak increase of 4.88% during the day [2][4] - The Chemical ETF (516020) and the Green Energy ETF (562010) both experienced gains of over 2%, driven by strong performance in the solid-state battery sector [1][9] Investment Strategies - Analysts predict that the A-share market may gradually rise in the fourth quarter, supported by stable liquidity, economic recovery, and policy backing [2][3] - Historical trends suggest that the market typically performs well after the National Day holiday, with expectations for a continued upward trend post-holiday [2][3] Financial Technology Sector - The Financial Technology ETF (159851) has attracted significant investment, with a net subscription of 3.57 million units and a total of 12.87 billion yuan in inflows over the past ten days, indicating strong market confidence in the sector [4][9] - Key stocks in the financial technology sector, such as Guiding Compass and Oriental Fortune, have shown substantial gains, reflecting the sector's robust performance [6] Chemical Sector Developments - Recent government initiatives aim to accelerate the application of solid-state battery materials, which is expected to boost demand in the chemical sector [11] - The Chemical ETF (516020) has shown a favorable valuation, with a price-to-book ratio of 2.26, indicating potential for long-term investment [11][12] Conclusion - The current market environment presents opportunities in both the financial technology and chemical sectors, driven by policy support and strong investor interest [7][8][12]

Group 1 - Institutional trading saw 29 stocks listed, with 12 net purchases and 17 net sales on the day [1] - The top three stocks with the highest institutional purchases were Tianqi Materials (180 million), Chuling Information (102 million), and GF Securities (98.77 million) [1] - Chuling Information had a net purchase of 102 million from four institutions [2] Group 2 - Moer Thread's IPO application was successfully approved by the Shanghai Stock Exchange [2] - China Mobile Fund focuses on the digital economy and modern mobile information industry chain, holding approximately 1.08% of the fund and 2.12% of Moer Thread, resulting in an indirect holding of 0.0229% [2] Group 3 - A new type of fluorinated polyether electrolyte was developed by a team led by Professor Zhang Qiang from Tsinghua University, providing new ideas and technical support for high-safety, high-energy-density solid-state lithium batteries [3] - Fengshan Group signed a technical development contract with Tsinghua University to collaborate on the development of sodium-ion battery electrolytes and solid-state lithium-ion battery electrolytes, enhancing the company's core competitiveness [4] Group 4 - Changhua Chemical's 80,000 tons/year carbon dioxide polyether project is expected to begin trial production in the fourth quarter of 2025 [5]

Group 1: Private Equity Growth - The number of private equity firms with over 10 billion yuan in assets has increased to 94 as of September 29, up by 3 from the end of August [1] - Among these, 45 firms employ quantitative investment strategies, 41 use subjective strategies, and 7 utilize a mixed approach [1] Group 2: China CRRC Contracts - China CRRC has signed several major contracts totaling approximately 54.34 billion yuan, which accounts for about 22% of the company's projected revenue for 2024 [1] Group 3: Machinery Industry Growth Plan - The Ministry of Industry and Information Technology and five other departments aim for the machinery industry to achieve an average annual revenue growth rate of around 3.5% from 2025 to 2026, targeting a revenue surpassing 10 trillion yuan [2] - The plan emphasizes enhancing the resilience and safety of key industrial chains and supply chains, improving quality and efficiency, and fostering competitive small and medium-sized enterprises [2] Group 4: AI Model Releases - DeepSeek has uploaded a new model, DeepSeek-V3.2, to the HuggingFace community platform, which was later removed [3] - Zhiyuan is set to release its new model, GLM-4.6, which is currently accessible via API [3] Group 5: Corporate Changes - Sogou has undergone a leadership change with Yu Jun stepping down as chairman and Lu Jian taking over [5] - Wanda Real Estate has been ordered to execute a payment of over 20.99 million yuan [4] Group 6: Financial Updates - Longyun Co. plans to apply for a bank credit line of up to 32 million yuan [6] - Dongmu Co. has obtained a property certificate for its new industrial site in Shanghai [8] - Tianbang Foods has received an administrative regulatory decision from the China Securities Regulatory Commission for failing to disclose information regarding a significant stock buyback dispute [9] Group 7: Revenue Announcements - Shenhui Expressway reported a total toll revenue of 114 million yuan for August [10] - Huayin Technology signed two sales contracts totaling 402 million yuan [11] - Dash Smart signed a contract for a smart hospital project worth 113 million yuan [12] - Jiufeng Energy plans to invest up to 3.455 billion yuan in a coal-to-natural gas project in Xinjiang [13] - Yinglian Co. expects a significant increase in net profit for the first three quarters, projecting a year-on-year growth of 1531.13% to 1672.97% [14] Group 8: Stock Market Performance - The market showed strong performance with the ChiNext Index rising by 2.74%, driven by a surge in financial stocks [16] - The overall market saw over 3,500 stocks increase in value, with significant gains in sectors such as new energy and semiconductors [17]