场内ETF方面，截至2025年9月19日 13:12，中证稀有金属主题指数强势上涨2.11%，稀有金属 ETF(159608)上涨2.02%。成分股雅化集团上涨5.60%，东方钽业、盛和资源等个股跟涨。前十大权重股 合计占比57.58%，其中权重股赣锋锂业10cm涨停，天齐锂业上涨6.03%，华友钴业、中矿资源等跟涨。 行业分布方面，Wind数据显示，根据申万三级行业分类，锂为该指数第二大权重行业，占比达 12.81%，其中天齐锂业、赣锋锂业分别为第五、第六大权重股。 上海钢联发布数据显示，今日电池级碳酸锂（早盘）价格与上日持平，均价报73250元/吨。根据安科泰 数据，电池级碳酸锂价格在2025年上半年一度跌至6.0万元/吨低点后触底反弹，8月最高反弹至8.6万元/ 吨，9月初维持在7.25万元/吨。海通国际认为，随着"反内卷"政策推进，锂盐供给格局优化，在新能源 汽车与储能需求持续扩张背景下，碳酸锂价格已度过低谷，行业盈利能力有望逐步修复。 消息面方面，9月18日，赣锋锂业在互动平台表示，公司储能电芯已实现规模化量产，并与多家行业头 部企业建立长期稳定供应合作，目前公司的储能电芯产能也已满产。在当前储能需 ...

Core Viewpoint - Daya Intelligent has shown a significant increase in stock price this year, with a rise of 38.69% year-to-date, indicating positive market sentiment towards the company [2]. Group 1: Stock Performance - As of September 19, Daya Intelligent's stock price reached 8.03 CNY per share, with a trading volume of 69.89 million CNY and a market capitalization of 2.545 billion CNY [1]. - The stock has experienced a 2.55% increase over the last five trading days and a 22.97% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Daya Intelligent reported a revenue of 142 million CNY, a year-on-year decrease of 39.55%, and a net profit attributable to shareholders of -43.22 million CNY, reflecting a significant decline of 540.52% [3]. - The company has not distributed any dividends in the last three years, with a total payout of 40.55 million CNY since its A-share listing [4]. Group 3: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 3.40% to 15,500, while the average number of circulating shares per person increased by 3.51% to 14,489 shares [3]. - Daya Intelligent has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on July 3, where it recorded a net buy of -68.23 million CNY [2].

9月19日，博力威盘中下跌2.12%，截至13:42，报36.52元/股，成交4460.37万元，换手率1.21%，总市值 36.94亿元。 资金流向方面，主力资金净流出186.26万元，特大单买入0.00元，占比0.00%，卖出104.38万元，占比 2.34%；大单买入516.92万元，占比11.59%，卖出598.80万元，占比13.42%。 资料显示，广东博力威科技股份有限公司位于广东省东莞市东城街道同沙同欢路6号，成立日期2010年4 月8日，上市日期2021年6月11日，公司主营业务涉及绿色环保锂离子电池组及锂离子电芯研发、生产、 销售及服务。主营业务收入构成为：轻型车用锂离子电池46.21%，消费电子类电池21.91%，储能电池 17.72%，其他(补充)9.03%，锂电芯5.12%。 博力威所属申万行业为：电力设备-电池-锂电池。所属概念板块包括：固态电池、锂电池、新能源、储 能、电池管理等。 截至6月30日，博力威股东户数5467.00，较上期增加33.83%；人均流通股18291股，较上期减少 25.28%。2025年1月-6月，博力威实现营业收入13.45亿元，同比增长62.25%；归母 ...

分红方面，上能电气A股上市后累计派现1.30亿元。近三年，累计派现1.02亿元。 9月19日，上能电气盘中下跌2.02%，截至13:37，报31.48元/股，成交8.37亿元，换手率6.83%，总市值 158.14亿元。 机构持仓方面，截止2025年6月30日，上能电气十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股321.01万股，相比上期减少22.62万股。光伏ETF（515790）位居第九大流通股东，持股 249.48万股，相比上期减少2.59万股。 资金流向方面，主力资金净流出6095.33万元，特大单买入6532.04万元，占比7.80%，卖出1.04亿元，占 比12.38%；大单买入1.97亿元，占比23.58%，卖出2.20亿元，占比26.28%。 上能电气今年以来股价涨0.45%，近5个交易日跌7.95%，近20日涨28.02%，近60日涨46.58%。 今年以来上能电气已经2次登上龙虎榜，最近一次登上龙虎榜为9月4日，当日龙虎榜净买入-1.14亿元； 买入总计4.64亿元 ，占总成交额比9.85%；卖出总计5.78亿元 ，占总成交额比12.27%。 资料显示，上能电气股份有限公 ...

万里扬所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：减速器、人形机器 人、汽车零部件、比亚迪概念、储能等。 截至6月30日，万里扬股东户数3.93万，较上期减少8.48%；人均流通股33356股，较上期增加9.26%。 2025年1月-6月，万里扬实现营业收入28.12亿元，同比增长2.69%；归母净利润2.77亿元，同比增长 50.24%。 分红方面，万里扬A股上市后累计派现20.79亿元。近三年，累计派现5.25亿元。 机构持仓方面，截止2025年6月30日，万里扬十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股1895.40万股，相比上期增加126.33万股。 9月19日，万里扬盘中下跌2.05%，截至13:34，报9.56元/股，成交4.65亿元，换手率3.65%，总市值 125.48亿元。 资金流向方面，主力资金净流出1511.49万元，特大单买入1817.04万元，占比3.91%，卖出2475.77万 元，占比5.33%；大单买入8929.89万元，占比19.21%，卖出9782.65万元，占比21.05%。 万里扬今年以来股价涨56.72%，近5个交易日涨1 ...

Company Overview - Liyuanheng Intelligent Equipment Co., Ltd. is located in Huizhou, Guangdong Province, established on November 19, 2014, and listed on July 1, 2021. The company specializes in the research, production, and sales of intelligent manufacturing equipment, providing high-end equipment and factory automation solutions for industries such as lithium batteries, automotive parts, precision electronics, security, and rail transportation [1]. Financial Performance - As of June 30, 2025, Liyuanheng achieved operating revenue of 1.529 billion yuan, a year-on-year decrease of 17.48%. However, the net profit attributable to shareholders increased by 119.33% to 33.41 million yuan [2]. - The company has distributed a total of 87.2418 million yuan in dividends since its A-share listing, with 35.3218 million yuan distributed over the past three years [3]. Stock Performance - On September 19, Liyuanheng's stock price decreased by 2.01%, closing at 70.82 yuan per share, with a trading volume of 569 million yuan and a turnover rate of 4.70%. The total market capitalization is 11.949 billion yuan [1]. - Year-to-date, Liyuanheng's stock price has increased by 216.58%, with a recent decline of 3.25% over the last five trading days, a 16.12% increase over the last 20 days, and a 70.04% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Liyuanheng is 22,400, an increase of 60.40% compared to the previous period. The average number of circulating shares per person is 7,541, a decrease of 37.66% [2]. - Among the top ten circulating shareholders, Zhonghang New Start Flexible Allocation Mixed A (005537) is the sixth largest shareholder, holding 935,900 shares as a new shareholder [3]. Industry Context - Liyuanheng operates within the electric equipment sector, specifically in battery and lithium battery specialized equipment. The company is associated with concepts such as solid-state batteries, hydrogen energy, CATL concepts, lithium batteries, and energy storage [2].

Core Viewpoint - TBEA Co., Ltd. has shown significant stock price growth in 2023, with a year-to-date increase of 29.06% and notable gains over various trading periods, indicating strong market performance and investor interest [2]. Financial Performance - For the first half of 2025, TBEA achieved a revenue of 48.401 billion yuan, representing a year-on-year growth of 1.17%, while the net profit attributable to shareholders was 3.184 billion yuan, up by 4.93% [2]. - Cumulative cash dividends since the A-share listing amount to 15.118 billion yuan, with 6.591 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 19, TBEA's stock price rose by 2.22%, reaching 16.12 yuan per share, with a trading volume of 2.017 billion yuan and a turnover rate of 2.51% [1]. - The net inflow of main funds was 37.3884 million yuan, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, 2025, TBEA had 319,300 shareholders, a decrease of 4.42% from the previous period, with an average of 15,826 circulating shares per shareholder, an increase of 4.62% [2]. - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 222 million shares, an increase of 66.6393 million shares from the previous period [3].

9月19日，龙净环保盘中上涨2.03%，截至11:16，报13.60元/股，成交9684.54万元，换手率0.57%，总市 值172.73亿元。 资金流向方面，主力资金净流入36.45万元，特大单买入103.31万元，占比1.07%，卖出374.36万元，占 比3.87%；大单买入1474.43万元，占比15.22%，卖出1166.93万元，占比12.05%。 龙净环保今年以来股价涨9.94%，近5个交易日涨3.58%，近20日涨9.41%，近60日涨14.38%。 资料显示，福建龙净环保股份有限公司位于福建省龙岩市新罗区工业中路19号，成立日期1998年2月23 日，上市日期2000年12月29日，公司主营业务涉及除尘、脱硫、脱硝、物料输送、脱硫运营、电站工程 总包等。主营业务收入构成为：环保设备制造64.93%，新能源业务24.59%，项目运营收入7.34%，其他 (补充)2.27%，土壤修复0.87%。 龙净环保所属申万行业为：环保-环保设备Ⅱ-环保设备Ⅲ。所属概念板块包括：生态林业、储能、土壤 修复、氢能源、海上风电等。 截至6月30日，龙净环保股东户数4.43万，较上期减少0.52%；人均流通股28 ...

Company Overview - Baichuan Co., Ltd. is located in Jiangyin City, Jiangsu Province, and was established on July 1, 2002. The company was listed on August 3, 2010. Its main business involves fine chemicals, new materials, and new energy [1] - The revenue composition of Baichuan Co., Ltd. is as follows: chemical products account for 75.51%, new materials account for 18.65%, and new energy accounts for 5.84% [1] Financial Performance - As of June 30, 2025, Baichuan Co., Ltd. achieved an operating income of 2.91 billion yuan, representing a year-on-year growth of 10.40%. However, the net profit attributable to shareholders decreased by 47.06% to 53.93 million yuan [2] - Since its A-share listing, Baichuan Co., Ltd. has distributed a total of 550 million yuan in dividends, with 65.31 million yuan distributed over the past three years [3] Stock Market Activity - On September 19, Baichuan Co., Ltd. saw its stock price increase by 2.10%, reaching 7.28 yuan per share, with a trading volume of 141 million yuan and a turnover rate of 3.78%. The total market capitalization is 4.326 billion yuan [1] - Year-to-date, the stock price has decreased by 1.75%, but it has increased by 4.90% over the last five trading days and by 3.41% over the last 20 days [1] - As of June 30, 2025, the number of shareholders is 80,600, a decrease of 6.93% from the previous period, while the average number of circulating shares per person increased by 7.44% to 6,438 shares [2] Shareholding Structure - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 2.8441 million shares, an increase of 859,400 shares compared to the previous period [3]

9月19日，集友股份盘中上涨2.02%，截至10:34，报11.59元/股，成交1.20亿元，换手率2.03%，总市值 60.79亿元。 分红方面，集友股份A股上市后累计派现3.25亿元。近三年，累计派现7538.78万元。 资金流向方面，主力资金净流出1050.07万元，特大单买入775.73万元，占比6.44%，卖出2008.98万元， 占比16.68%；大单买入3423.19万元，占比28.43%，卖出3240.01万元，占比26.91%。 集友股份今年以来股价涨85.14%，近5个交易日跌0.52%，近20日涨18.14%，近60日涨23.82%。 资料显示，安徽集友新材料股份有限公司位于安徽省安庆市太湖县经济开发区，成立日期1998年9月15 日，上市日期2017年1月24日，公司主营业务涉及从事烟用接装纸、烟用封签纸、烟标产品及电化铝的 研发、生产及销售。主营业务收入构成为：包装印刷品96.85%，其他3.15%。 集友股份所属申万行业为：轻工制造-包装印刷-纸包装。所属概念板块包括：烟标、储能、电子烟、融 资融券、小盘等。 截至6月30日，集友股份股东户数1.44万，较上期减少4.94%；人均流 ...