| < W | | 房地产(882011) | | | | --- | --- | --- | --- | --- | | | | 2411.19 40.64 +1.71% | | | | 流版 | 成分 | 资讯 | 相关基金 | 月度收益 | | 三六五网 | | 15.66 | 20.00% | 2.02% | | 300295.SZ | | | | | | 特发服务 | | 42.58 | 10.86% | 1.87% | | 300917.SZ | | | | | | 福星股份 000926.SZ | | 2.82 | 10.16% | 4.83% | | 世联行 002285.SZ | | 2.71 | 10.16% | 0.00% | | 我爱我家 | | 3.18 | 10.03% | 0.00% | | 000560.SZ | | | | | | 光大嘉宝 | | 3.22 | 9.52% | 5.23% | | 600622.SH | | | | | | 招商蛇口 | | 9.86 | 5.01% | 0.41% | | 001979.SZ | | | | | | ST中迪 | | 12. ...

嘉实中证稀土产业ETF（516150）成立日期2021年3月9日，最新规模76.48亿。今年以来收益69.79%， 同类排名133/4208；近一年收益59.48%，同类排名187/3971；成立以来收益74.65%。 嘉实中证稀土产业ETF（516150）基金经理为田光远。 截至发稿，田光远累计任职时间4年258天，现任基金资产总规模758.12亿元，任职期间最佳基金回报 126.57%， 任职期间最差基金回报-46.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月20日，科恒股份涨6.33%，截至发稿，报15.11元/股，成交7455.05万元，换手率1.86%，总市值 41.69亿元。 资料显示，江门市科恒实业股份有限公司位于广东省江门市江海区滘头工业区滘兴南路22号，成立日期 2000年9月12日，上市日期2012年7月26日，公司主营业务涉及锂电池产业链上游的锂离子电池正极材 料、锂离子电池自动化生产设备,其他还包括稀土发光材料、催化材料、转光材 ...

Core Insights - The lithium battery industry in China is expected to see a significant increase in shipment volume, with projections indicating over threefold growth from 2025 to 2035 [1][3] - The solid-state battery sector is entering a critical phase of GWh-level capacity construction between 2027 and 2030, driven by advancements in technology and increasing application scenarios [1][6] Industry Growth and Demand - The demand for power batteries and energy storage is robust, prompting a new round of lithium battery expansion [3][4] - By 2025, China's lithium battery shipments are projected to exceed 1.7 TWh, with power lithium battery shipments surpassing 1.05 TWh and energy storage lithium battery shipments reaching 600 GWh [3][4] - The midstream materials segment, including separators and electrolytes, is also expected to see over threefold growth from 2025 to 2035 [3] Price Trends and Market Dynamics - The lithium battery supply chain is experiencing price increases due to supply-demand imbalances, with predictions of price hikes for various components, including a 5%-10% increase in energy storage cell prices and significant rises in costs for materials like lithium hexafluorophosphate [4][5] - The industry is transitioning from scale expansion to value creation, driven by market demands for high-performance and safe batteries [5] Solid-State Battery Development - The solid-state battery industry is categorized into four development phases, with the current phase (2023-2027) focusing on initial market applications and the subsequent phase (2027-2040) expected to see rapid market growth [7][8] - Over 20 domestic companies are currently building pilot lines for solid-state batteries, with a shift from technology performance to customer development and cost control becoming crucial [6][7] Future Market Outlook - The solid-state battery market is anticipated to grow rapidly, particularly in energy storage and electric vehicles, with global shipments expected to exceed 900 GWh by 2035 [8][9] - The upcoming years (2025-2026) are projected to be a peak period for the construction of solid-state battery capacity, especially in the energy storage sector [9][11]

Group 1 - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons [2] - The company has completed an integrated layout from upstream resources to downstream production for LFP products, and related business is progressing steadily with good development [2] - The company's LFP and other products have been integrated into the global lithium battery supply chain, serving core customers in the new energy vehicle and energy storage sectors [2] Group 2 - The company plans to continue advancing capacity construction and technological iteration to further enhance the market influence of its LFP business [2]

Core Viewpoint - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons, with a complete integration from upstream resources to downstream production [1] Group 1: Company Developments - The company has completed an integrated layout around LFP products, and related businesses are steadily advancing and achieving good development [1] - The company's LFP and other products have been integrated into the global lithium battery supply chain, serving core customers in the electric vehicle and energy storage sectors [1] Group 2: Future Plans - The company will continue to promote capacity construction and technological iteration to further enhance the market influence of its LFP business [1]

Core Viewpoint - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons, with a complete integration from upstream resources to downstream production [1] Group 1: Production Capacity and Integration - The company's current production capacity for lithium iron phosphate and related products is 50,000 tons [1] - The company has completed an integrated layout around lithium iron phosphate products, covering the entire supply chain from upstream resources to downstream production [1] Group 2: Market Position and Future Plans - The company's products have been integrated into the global lithium battery supply chain, serving core customers in the electric vehicle and energy storage sectors [1] - The company plans to continue advancing production capacity and technological iteration to enhance the market influence of its lithium iron phosphate business [1]

| 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | ma | 3939.81 | -32.22 | -0.81% | | 399001 | 深证成指 | man | 13080.49 | -121.52 | -0.92% | | 399006 | 创业板指 | and | 3069.22 | -35.98 | -1.16% | | 899050 | 北证50 | Surver | 1481.82 | -44.64 | -2.92% | 11月18日，A股三大指数集体收跌，截至收盘，上证指数跌0.81%，深证成指跌0.92%，创业板指跌 1.16%。北证50跌2.92%。 沪深两市成交额1.93万亿，较上一个交易日放量153亿。 盘面上，锂电池产业链全线下挫，电解液、固态电池方向领跌；钢铁、化工、煤炭、有色金属行业跌幅 靠前。AI应用题材持续活跃，互联网电商概念逆势走强。 具体来看，AI应用概念逆势上涨，榕基软件、浪潮软件、宣亚国际、光云科技等多股涨停。 【资金流向】 主力资金全天净流 ...

电池板块全线回调，电池ETF嘉实、电池ETF均跌3.9%。固态电池板块同步下挫，新能车ETF、新 能源车ETF基金均跌3%。化工板块走弱，化工50ETF和化工ETF同样下跌3%。 A股三大指数集体收跌，截至午盘，沪指跌0.56%，深成指跌0.43%，创业板指跌0.43%，沪深京三 市半日成交额12962亿元，较上日放量179亿元。全市场超1300只个股上涨。 板块题材上，AI应用板块 走高，抖音豆包、ChatGPT方向领涨，半导体材料、设备板块走强。锂电池产业链深度回调，固态电 池、电解液方向领跌、煤炭、化工板块调整。 ETF方面，半导体材料、设备板块走强，半导体设备ETF易方达、招商基金半导体设备ETF和华夏 基金半导体材料ETF均涨3%。AI应用题材逆势走强，广发基金传媒ETF、鹏华基金传媒ETF分别涨 2.48%和2.28%。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Market Overview - The market is experiencing weakness with the Shanghai Composite Index opening lower and declining further, while the Shenzhen Component and ChiNext indices saw a slight reduction in their losses towards the end of the trading session [1] - There is rapid rotation of market hotspots, with the lithium battery industry chain experiencing a collective surge, the Fujian sector maintaining strength, and AI application concepts gaining momentum [1] ETF Performance - Rare metals ETFs showed significant gains, with the following performances: - 159608.SZ Rare Metals ETF increased by 3.68% - 562800.SH Rare Metals ETF rose by 3.66% - 561800.SH Rare Metals ETF Fund up by 3.22% [2] Industry Insights - Analysts suggest that the limited reserves of strategic minor metals, along with high extraction difficulties and insufficient supply elasticity, are leading to intensified supply-demand conflicts due to rapid growth in downstream demand from sectors like new energy, semiconductors, and military industry [3] - The ongoing scarcity of resources, upgrading demand structure, and policy adjustments are expected to drive rare metal prices upward, benefiting companies with resource reserves, technological barriers, and compliant export channels [3] Declining Sectors - The innovative pharmaceutical sector and gold-related ETFs have seen declines, with the following notable drops: - 589720.SH Innovative Drug ETF down by 2.7% - 159562.SZ Gold Stock ETF decreased by 2.57% [4][5] Biotechnology Developments - The biotechnology sector in China is witnessing positive developments, with multiple innovative drug companies having 35 studies selected for oral presentations at the ESMO 2025 conference, setting a new record [5] - Significant collaborations are emerging, such as the partnership between Innovent Biologics and Takeda, valued at up to $11.4 billion, reflecting global market recognition of the value of Chinese innovative drugs [5]

下跌方面，医药概念集体下挫，舒泰神、济民健康等大跌。板块方面，能源金属、军工、AI应用等板 块涨幅居前，贵金属、医药等板块跌幅居前。 市场弱势震荡，沪指低开低走，深成指、创业板指尾盘跌幅有所收窄。沪深两市成交额1.91万亿，较上 一个交易日缩量473亿。截至收盘，沪指跌0.46%，深成指跌0.11%，创业板指跌0.2%。 盘面上，热点快速轮动，全市场100只个股涨停。锂电池产业链集体爆发，大中矿业3连板，丰元股份等 10余股涨停。福建板块延续强势，厦工股份10天5板，平潭发展、龙洲股份3连板。AI应用概念快速走 强，三六零、浪潮软件、宣亚国际等多股涨停。军工板块表现活跃，航天发展2连板。 ...