29日早盘，沪指盘中震荡上扬，创业板指大涨近2%，场内近3100股飘红。 截至午间收盘，沪指涨0.13%报3832.9点，深证成指涨1.11%，创业板指涨1.77%，北证50指数涨 0.85%，沪深北三市合计成交12939亿元。 盘面上看，煤炭、食品饮料、银行、医药等板块走低，券商板块强势拉升，有色、保险、汽车、钢铁等 板块上扬，固态电池、人形机器人、储能、光伏概念等活跃。 中信建投证券表示，近期市场关注点主要集中在国内政策和产业结构性景气，对中美关系关注度有所不 足，9月以来中美关系存在阶段性改善的迹象，或在四季度逐步被市场定价。市场资金在算力板块集中 交易后，逐步向其他低位景气成长赛道切换，中期市场或仍延续慢牛格局。在宏观经济尚未全面复苏的 背景下，具备结构性景气的新赛道仍将成为投资的胜负手。重点关注催化事件较集中的景气板块：半导 体、新能源、人形机器人、创新药、有色等。 （文章来源：证券时报网） ...

转自：新华财经 新华财经北京9月29日电（胡晨曦）A股三大指数9月29日早间低开，随后震荡回升翻红，沪指半日涨 0.13%，创业板指早盘一度涨近3%。盘面上，固态电池概念股表现强势，湘潭电化、多氟多等多股涨 停；证券板块震荡走高，国盛金控涨停创出历史新高，华泰证券、东吴证券、广发证券涨幅居前。下跌 方面，教育股集体大跌，中国高科、凯文教育双双触及跌停；猪肉、食品股同样表现不佳，龙大美食、 傲农生物、温氏股份等多股下挫。 截至午间收盘，沪指报3832.90点，涨幅0.13%，成交5551亿元；深证成指报13355.98点，涨幅1.11%， 成交7291亿元；创业板指报3207.44点，涨幅1.77%，成交3443亿元。科创50指数报1443.35点，跌幅 0.51%，总成交额约576亿元。 热点板块 盘面上，电池、贵金属、证券、金属镍、固态电池、PEEK材料等板块和概念股涨幅居前；教育、煤炭 开采加工、养殖业、芬太尼、跨境支付、乳业等板块和概念股跌幅居前。 机构观点 中信证券：相比于上一轮存储上行周期（2023Q3-2024Q2）是"强预期弱现实"，本轮存储周期上行 是"保守预期→北美CSP上调CAPEX + ...

Market Performance - The A-share market experienced a rebound on September 29, with the Shanghai Composite Index rising by 0.13%, the Shenzhen Component Index increasing by 1.11%, and the ChiNext Index gaining 1.77% [1][2] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,937 billion yuan, a decrease of 880 billion yuan compared to the previous day [1] Sector Performance - The new energy sector, particularly lithium battery electrolyte, positive electrodes, and inverters, showed strong performance, with stocks like Wanrun New Energy, Fengshan Group, and Tianji Co. hitting the daily limit [2] - Brokerage stocks saw significant gains, with Guosheng Jin控 hitting the daily limit and reaching a historical high, while Huatai Securities rose over 6% [2] - The non-ferrous metals and gold sectors were also active, with stocks like Boqian New Materials and Wolong New Energy hitting the daily limit [2] Declining Sectors - Education stocks collectively experienced a sharp decline, along with coal and pork sectors showing negative performance [3]

9月29日，普路通盘中上涨2.14%，截至11:20，报9.05元/股，成交4797.26万元，换手率1.44%，总市值 33.79亿元。 资金流向方面，主力资金净流入68.74万元，特大单买入0.00元，占比0.00%，卖出236.03万元，占比 4.92%；大单买入1037.65万元，占比21.63%，卖出732.88万元，占比15.28%。 普路通所属申万行业为：交通运输-物流-中间产品及消费品供应链服务。所属概念板块包括：固态电 池、光伏玻璃、钠电池、太阳能、储能等。 截至9月10日，普路通股东户数3.41万，较上期增加4.75%；人均流通股10942股，较上期减少4.54%。 2025年1月-6月，普路通实现营业收入3.88亿元，同比增长39.77%；归母净利润3332.43万元，同比增长 165.39%。 分红方面，普路通A股上市后累计派现1.27亿元。近三年，累计派现0.00元。 普路通今年以来股价涨29.84%，近5个交易日涨2.61%，近20日跌2.06%，近60日涨5.72%。 资料显示，广东省普路通供应链管理股份有限公司位于广东省深圳市福田区深南大道1006号深圳国际创 新中心A栋21楼 ...

另外，教育概念股跌幅居前，凯文交易、中国高科跌超8%；煤炭股普跌，平煤股份跌超4%，山西焦煤 跌近3%。(格隆汇) 盘面上，固态电池板块爆发，万润新能20cm涨停，丰山集团、天际股份、多氟多等多股涨停，清华大 学成功开发出能量密度达604Wh/kg的高安全聚合物电池；有色金属板块集体走强，博迁新材、卧龙新 能涨停，盛达资源涨超8%，工信部等8部门印发《有色金属行业稳增长工作方案》；证券板块全线上 涨，国盛金控涨停创新高，华泰证券涨近7%；存储芯片股走强，雅创电子涨超9%，深南电路、佰维存 储涨超5%，近期多家大厂宣布涨价。 A股三大指数早盘集体上涨，截至午盘，沪指涨0.13%报3832.9点，深成指涨1.11%，创业板指涨1.77% 重回3200点上方，北证50涨0.85%。沪深京三市半日成交额12937亿元，较上日缩量880亿元，全市场超 3000只个股上涨。 ...

【午评：创业板指半日涨1.77% 新能源板块集体走强】智通财经9月29日电，三大指数震荡回升，沪指 早间震荡翻红，创业板指一度涨近3%。沪深两市半日成交额1.28万亿，较上个交易日缩量854亿。盘面 上热点轮番活跃，新能源板块集体爆发，其中绿色甲醇概念股快速拉升，嘉泽新能3连板，东华科技2连 板。储能概念股反弹，通润装备4天2板。固态电池概念股表现强势，天际股份2连板，万润新能、多氟 多等多股涨停。此外，证券板块盘中走强，国盛金控涨停创新高。下跌方面，教育股集体大跌，中国高 科、凯文教育双双触及跌停。板块方面，固态电池、有色、光伏设备等板块涨幅居前，教育、煤炭、猪 肉等板块跌幅居前。截至收盘，沪指涨0.13%，深成指涨1.11%，创业板指涨1.77%。 转自：智通财经 ...

Core Viewpoint - The solid-state battery sector is experiencing a resurgence, driven by government support and significant stock performance in related companies [1] Group 1: Market Performance - The ChiNext New Energy ETF (Hua Xia, 159368) rose by 2.97%, with holdings such as Hunan YN Energy increasing over 13% and companies like Yiwei Lithium Energy and Penghui Energy rising over 7% [1] - The ChiNext New Energy ETF is the largest fund tracking the ChiNext New Energy Index, with a scale of 1.009 billion as of September 26, 2025, and a daily average trading volume of 65.75 million in the past month [1] Group 2: Government Initiatives - Eight departments issued the "Nonferrous Metal Industry Stabilization Growth Work Plan (2025-2026)", emphasizing the acceleration of application verification for solid-state battery materials and other high-end products [1] - The Ministry of Industry and Information Technology released the "2025-2026 Stabilization Growth Action Plan for the Electronic Information Manufacturing Industry", supporting foundational research in cutting-edge technologies like solid-state batteries [1] Group 3: ETF Characteristics - The ChiNext New Energy ETF has the highest elasticity, with a maximum increase of 20cm, and the lowest fee rate, with a total management and custody fee of only 0.2% [1] - The ETF's storage content is 51%, while the solid-state battery content is 23.6%, aligning with current trends in the new energy market [1]

（原标题：5分钟直线涨停！603286，6天3板！A股这一赛道爆发！） 9月29日，上证指数盘中走强。 创业板指涨超2%，新能源权重涨幅居前，湖南裕能涨超13%，亿纬锂能涨超7%，阳光电源、宁德时代涨超4%。 宁德时代产业链指数盘中走强，天赐材料、赢合科技、新宙邦、星源材质、恩捷股份等涨幅居前。 消息面上，工业和信息化部等八部门近日联合印发《有色金属行业稳增长工作方案（2025—2026年）》（以下简称《工作方案》），统筹做优增 量和盘活存量，推动新旧发展动能接续转换，因地制宜发展新质生产力，进一步提升产业链供应链韧性和安全水平，以高质量发展的确定性应对 外部环境急剧变化的不确定性。 为促进资源高效利用，提高资源保障水平，《工作方案》提出，实施新一轮找矿突破战略行动，加强铜、铝、锂、镍、钴、锡等资源调查与勘 探，科学有序投放矿业权。 固态电池概念活跃，天际股份走出2连板，湘潭电化、佛塑科技、赢合科技、德尔股份等跟涨。 消息面上，日前，清华大学化工系教授张强领衔的团队在锂电池聚合物电解质研究领域取得重要进展，张强团队提出"富阴离子溶剂化结构"设计 新策略，成功开发出一种新型含氟聚醚电解质。 盘面上，有色金属、存 ...

Core Insights - The A-share market showed mixed performance on September 29, with battery-related concepts experiencing significant gains, particularly in lithium batteries, power batteries, solid-state batteries, and energy storage [1] - The Ministry of Commerce announced that starting January 1, 2026, export license management will be implemented for pure electric passenger vehicles to promote healthy development in the new energy vehicle trade [1] - Open Source Securities indicated that solid-state batteries are transitioning from laboratory to mass production validation, with small-scale vehicle testing expected by the end of 2025 and widespread adoption anticipated between 2026 and 2027 [1] - Emerging applications such as low-altitude operations, robotics, and AI are expected to expand the market for solid-state batteries, potentially accelerating industrialization [1] - The New Energy Vehicle ETF (515030) is currently the largest themed ETF in the market, tracking the CSI New Energy Vehicle Index, with a significant focus on lithium batteries, which account for 67% of its weight [1] Market Performance - As of 9:33 AM, the New Energy Vehicle ETF (515030) rose over 2%, with stocks like Molybdenum and Shida Shenghua hitting the daily limit, and Tianqi Lithium, Rongbai Technology, and others also showing strong gains [1] - The ETF includes stocks related to lithium batteries, charging piles, and new energy vehicles, reflecting the growing interest and investment in the sector [1]

Company Overview - China Baoan Group Co., Ltd. is located at 1002 East Sungang Road, Baoan Plaza, Shenzhen, Guangdong Province, established on October 8, 1990, and listed on June 25, 1991. The company primarily engages in investments in high-tech industries, biomedicine, and real estate [1]. - The revenue composition of China Baoan is as follows: high-tech industry 79.55%, biomedicine 18.37%, other industries 1.41%, and real estate 0.67% [1]. Financial Performance - As of January to June 2025, China Baoan achieved an operating income of 10.839 billion yuan, representing a year-on-year growth of 8.06%. The net profit attributable to shareholders was 244 million yuan, showing a year-on-year increase of 24.51% [2]. - Since its A-share listing, China Baoan has distributed a total of 1.117 billion yuan in dividends, with 284 million yuan distributed over the past three years [3]. Stock Performance - On September 29, China Baoan's stock price increased by 2.14%, reaching 11.94 yuan per share, with a trading volume of 271 million yuan and a turnover rate of 0.89%. The total market capitalization is 30.796 billion yuan [1]. - Year-to-date, the stock price has risen by 30.92%, with a 5-day increase of 16.94%, a 20-day increase of 22.59%, and a 60-day increase of 34.76% [1]. Shareholder Information - As of September 10, the number of shareholders of China Baoan reached 152,200, an increase of 1.20% from the previous period. The average number of circulating shares per person decreased by 1.18% to 16,925 shares [2]. - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 34.425 million shares (an increase of 7.5753 million shares), and Southern CSI 500 ETF, holding 26.7789 million shares (an increase of 370,700 shares) [3].