锂电池概念

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锂电池概念逆势活跃,锂电池ETF(561160)盘中涨幅达4.34%
Mei Ri Jing Ji Xin Wen· 2025-09-29 06:39
每日经济新闻 (责任编辑:董萍萍 ) 【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 早盘锂电池概念整体强势上行,钠离子电池、麒麟电池、刀片电池、固态电池等细分领域涨幅居 前,截至发稿,锂电池ETF(561160)盘中涨幅达4.34%,科创板新能源ETF(588960)盘中涨幅达 2.85%。其中锂电池ETF成分股中湖南裕能涨超13%,多氟多涨停,天奈科技涨超10%,阳光电源涨超 7%。 锂电池领域催化不断,工信部正研究编制《"十五五" 新型电池产业发展规划》,统筹产业布局并 引导区域差异化发展,推进锂电池产业高质量发展。同时,清华大学团队日前在锂电池聚合物电解质研 究领域取得重要进展,为高安全性、高能量密度固态锂电池实用化提供技术支撑,相关成果已在线发表 于《自然》(Nature)。 锂电池ETF(561160)紧密跟踪中证电池主题指数(931719),指数精选沪深两市50只成分股,涉 及动力电池、储能 ...
港股异动 | 锂电池概念股涨幅居前 国内储能电芯需求强劲 头部电池企业工厂处于满产状态
智通财经网· 2025-09-29 01:58
智通财经APP获悉,锂电池概念股涨幅居前,截至发稿,中创新航(03931)涨10.67%,报34.24港元;天 能动力(00819)涨7.27%,报8.85港元;赣锋锂业(01772)涨4.19%,报38.86港元;宁德时代(03750)涨 3.3%,报548港元。 中信建投证券表示,继续看好储能、锂电板块景气度抬升。当前核心矛盾为储能需求持续性是否能够带 动2026年需求预期在20%的增速上继续上修,关注四季度储能招标、11月底电池企业要货预期以及2026 年电动车以旧换新政策及锂电排产情况。 消息面上,据央视财经报道,目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产 状态,一些订单已经排到明年年初。此外,根据《专项行动方案》提出的目标,到2027年,中国新型储 能装机规模将达到1.8亿千瓦以上,这将拉动新增项目投资约2500亿元。 ...
锂电池概念股涨幅居前 国内储能电芯需求强劲 头部电池企业工厂处于满产状态
Zhi Tong Cai Jing· 2025-09-29 01:57
Group 1 - The core viewpoint of the article highlights the strong demand for domestic energy storage cells, leading to significant stock price increases for lithium battery concept stocks [1] - Major battery companies are operating at full capacity, with some orders already scheduled into early next year [1] - According to the "Special Action Plan," China's new energy storage installation capacity is expected to exceed 180 million kilowatts by 2027, driving an additional investment of approximately 250 billion yuan [1] Group 2 - CITIC Securities maintains a positive outlook on the energy storage and lithium battery sectors, emphasizing the importance of sustained energy storage demand [1] - The current key concern is whether the sustained demand for energy storage can support an upward revision of the 20% growth forecast for 2026 [1] - Attention is drawn to the upcoming energy storage bidding in the fourth quarter, the expected battery orders by the end of November, and the 2026 electric vehicle replacement policy along with lithium battery production plans [1]
银行熄火,科技风骚,半导体掀涨停潮!节前格局是否已成定数?
Sou Hu Cai Jing· 2025-09-24 14:21
一来全球86%半导体公司预计2025年收入增长,AI芯片是核心驱动力,国内厂商在先进封装、设备领域进展超预期,盛美上海 前道涂胶设备交付客户,国产替代再加码。二来全球IC封测订单回暖,消费电子库存消化,行业或从"去库存"转向"补库存"。 再加上一个台积电2纳米制程涨价传闻,先进制程稀缺性被炒作,多重利好叠加才撑起这波行情。 | 24 | 603316 诚邦股份 | | 10.04 | 13.92 | 12.65 | 13.92 | | --- | --- | --- | --- | --- | --- | --- | | 25 | 600895 张江高科 | R | 10.01 | 50.78 | 46.18 | 50.78 | | 26 | 603650 彤程新材 | R | 10.01 | 41.55 | 37.40 | 41.55 | | 27 | 002156 通富微电 | R | 10.00 | 37.72 | 35.01 | 37.72 | | 28 | 603800 洪田股份 | R | 10.00 | 52.80 | 47.24 | 52.80 | | 29 | 600060 海信视像 | R ...
捷邦科技涨4.05%,成交额4.28亿元,近3日主力净流入5252.60万
Xin Lang Cai Jing· 2025-09-23 08:57
Core Viewpoint - The company, Jieban Technology, has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth opportunities in its business segments related to liquid cooling servers and lithium battery materials [1][2]. Group 1: Business Overview - Jieban Technology specializes in customized precision components and structural parts, providing a range of services including product design, material selection, mold design, prototyping, testing, and mass production [7]. - The company's revenue composition is primarily from precision manufacturing products (92.70%), followed by new materials (5.79%) and other services (1.51%) [7]. - As of June 30, 2025, Jieban Technology reported a revenue of 438 million yuan, representing a year-on-year growth of 27.51%, although it faced a net loss of 38.02 million yuan, a decrease of 572.70% compared to the previous year [7]. Group 2: Client and Market Dependency - The company’s liquid cooling server business is progressing as planned, although specific project details are confidential due to non-disclosure agreements with clients [2]. - Major clients include Foxconn, Quanta Computer, Compal Electronics, Catcher Technology, and BYD, with sales to Foxconn accounting for 35.58% to 39.52% of total revenue over recent periods [2]. - A significant portion of the company's products is used in Apple’s laptops and tablets, with sales to Apple-related products making up 77.95% to 85.22% of total revenue [2]. Group 3: Financial Performance and Market Position - The company has a total market capitalization of 8.843 billion yuan, with a trading volume of 428 million yuan and a turnover rate of 13.01% on September 23 [1]. - The average trading cost of the stock is 112.14 yuan, with a recent price pressure point at 128.22 yuan, indicating potential for upward movement if this resistance is broken [6]. - As of June 30, 2025, overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the Chinese yuan [3].
捷邦科技涨5.02%,成交额3.64亿元,今日主力净流入-480.39万
Xin Lang Cai Jing· 2025-09-22 07:37
Core Viewpoint - The company, Jieban Technology, has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth opportunities in its business segments [1] Group 1: Business Overview - Jieban Technology specializes in customized precision functional and structural components, providing a range of services including product design, material selection, mold design, prototyping, testing, and mass production [7] - The company's revenue composition is primarily from precision manufacturing products (92.70%), followed by new materials (5.79%) and other services (1.51%) [7] - As of June 30, 2025, Jieban Technology reported a revenue of 438 million yuan, representing a year-on-year growth of 27.51%, while the net profit attributable to shareholders was a loss of 38.02 million yuan, a decrease of 572.70% compared to the previous year [7] Group 2: Client and Market Dependency - The company's liquid cooling server business is progressing as planned, although specific project details are confidential due to non-disclosure agreements with clients [2] - Major clients include Foxconn, Quanta Computer, Compal Electronics, Catcher Technology, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of total revenue in recent periods [2] - A significant portion of the company's products is used in Apple's laptops and tablets, with sales to Apple-related products making up 85.22%, 77.95%, and 81.27% of total revenue [2] Group 3: International Revenue and Currency Impact - In 2024, the company's overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the Chinese yuan [3] Group 4: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 4.32% to 6,616, while the average number of circulating shares per person increased by 4.52% [7] - The company has distributed a total of 43.24 million yuan in dividends since its A-share listing [8] - The top ten circulating shareholders include institutional investors, with notable changes in holdings among specific funds [9]
捷邦科技涨2.11%,成交额3.67亿元,今日主力净流入589.90万
Xin Lang Cai Jing· 2025-09-19 07:52
Core Viewpoint - The company, Jieban Technology, is experiencing growth in its liquid cooling server business and has significant reliance on major clients like Foxconn and Apple, while also benefiting from the depreciation of the Chinese yuan. Group 1: Company Performance - Jieban Technology's stock rose by 2.11% on September 19, with a trading volume of 367 million yuan and a market capitalization of 8.093 billion yuan [1] - For the first half of 2025, the company achieved a revenue of 438 million yuan, representing a year-on-year growth of 27.51%, while the net profit attributable to shareholders was -38.02 million yuan, a decrease of 572.70% [7] - The company's overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the yuan [3] Group 2: Client and Product Dependency - The company's liquid cooling server business is progressing as planned, but specific project details are confidential due to non-disclosure agreements with clients [2] - Major clients include Foxconn, Quanta Computer, Compal Electronics, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of total revenue in recent periods [2] - A significant portion of the company's products is used in Apple's laptops and tablets, with sales to Apple products making up 85.22%, 77.95%, and 81.27% of total revenue [2] Group 3: Product and Market Segments - The company's carbon nanotube products, primarily conductive pastes, are used in power lithium batteries and consumer energy storage batteries, with supply to major new energy manufacturers like CATL and BYD [2] - Jieban Technology's main business revenue composition includes precision manufacturing products at 92.70%, new materials at 5.79%, and other services at 1.51% [7] Group 4: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 4.32% to 6,616, while the average circulating shares per person increased by 4.52% to 4,062 shares [7] - The top ten circulating shareholders include institutions like Bosera and Yinhua, with notable changes in their holdings [9]
港股午评|恒生指数早盘涨0.29% CRO概念股走高
Zhi Tong Cai Jing· 2025-09-15 04:13
Group 1 - The Hang Seng Index rose by 0.29%, gaining 75 points to reach 26,463 points, while the Hang Seng Tech Index increased by 1.11%. The early trading volume in Hong Kong was HKD 162 billion [1] - CRO concept stocks saw significant gains, with Kanglong Chemical (03759) rising over 8% due to accelerated clinical trial review and approval processes. Other notable performers included Zhaoyan New Drug (06127) up 7%, WuXi Biologics (02269) up 5.5%, and Kelaiying (06821) up 4.2% [1] Group 2 - Yaojie Ankang (02617) surged over 33% after being included in the Hong Kong Stock Connect list, effective from September 8 [2] - The lithium battery sector performed well, with Morgan Stanley issuing a positive report on CATL, as market attention shifts to lithium demand expectations for next year. Notable stock movements included Zhongxin Hang (03931) up 4%, CATL (03750) up 7%, and Ganfeng Lithium (01772) up 4% [2] Group 3 - Yunfeng Financial (00376) increased by over 19%, with its stock price doubling within the month following the approval of its virtual asset trading services [3] Group 4 - Ruipu Lanjun (00666) rose nearly 2%, driven by sustained high production levels at major battery manufacturers and a significant increase in the company's energy storage battery shipments [4] Group 5 - Hushang Ayi (02589) gained over 8% after being included in the Hong Kong Stock Connect list, with stable growth in store numbers during the first half of the year [5] - Brainstorm Cell Therapeutics-B (06681) saw a dramatic rise, initially up 83% to a record high, and closing up 36%, with a cumulative increase of over 130% since its inclusion in the Stock Connect list on September 8. The company is noted for developing the first medical-grade digital therapy product for cognitive disorders in China [5] Group 6 - Baiao Saitu-B (02315) increased by over 11% after signing an antibody selection rights evaluation agreement with Merck to advance antibody-drug conjugate lipid delivery solutions [6] Group 7 - Domestic property stocks collectively declined, with Shimao Group (00813) falling nearly 5% and Zhongliang Holdings (02772) dropping over 3% [7]
锂电概念爆发,多家龙头企业宣布扩产
21世纪经济报道· 2025-09-05 11:10
Core Viewpoint - The lithium battery industry is experiencing renewed momentum due to the recent issuance of the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry (2025-2026)" by the Ministry of Industry and Information Technology and the State Administration for Market Regulation, which sets a target for average revenue growth of over 5% in related sectors, including lithium batteries [1]. Group 1: Industry Growth and Demand - The lithium battery sector has seen a surge in demand this year, driven by increased production capacity and output from leading companies, alongside expansion plans and anticipated capital expenditure growth [2]. - The significant growth in sales of new energy vehicles (NEVs) and the rising demand for energy storage have been key factors stimulating the demand for lithium batteries [4][5]. - In the first half of the year, global NEV sales reached 9.1 million units, a 28% year-on-year increase, with China contributing over half of this figure [4]. Group 2: Market Dynamics and Trends - The demand for energy storage batteries has exceeded expectations, with new installed capacity for battery energy storage systems reaching 86.7 GWh in the first half of the year, a 54% increase year-on-year [5]. - The commercial viability of solid-state batteries is being accelerated by policy support, market demand, and technological breakthroughs, with potential applications in various sectors [5]. - CATL reported a high capacity utilization rate of 89.86% in the first half of the year, reflecting strong market demand and ongoing capacity expansion [6]. Group 3: Financial Performance - The lithium battery sector's revenue reached 1.13 trillion yuan in the first half of the year, marking a 13.78% year-on-year growth, while net profit increased by 28.07% to 67.95 billion yuan [7]. - Despite a recovery in performance, there remains a disparity among different segments, with positive trends in cathodes, anodes, and electrolytes, while lithium mining and separators continue to face pressure [7].
午评:创业板指大涨超3%,半导体等板块拉升,固态电池概念爆发
Zheng Quan Shi Bao Wang· 2025-09-05 04:18
Core Viewpoint - The market is experiencing a significant upward trend, particularly in the ChiNext index, driven by sectors such as semiconductors and solid-state batteries, while traditional sectors like insurance and banking are underperforming [1] Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.35% to 3778.95 points, the Shenzhen Component Index increased by approximately 2%, the ChiNext Index surged by 3.48%, and the North Star 50 Index climbed by 2.74% [1] - The total trading volume across the Shanghai, Shenzhen, and North exchanges reached 1.3961 trillion yuan [1] Sector Analysis - Underperforming sectors include insurance, banking, liquor, and brokerage, while sectors such as non-ferrous metals, chemicals, automotive, and semiconductors showed strong performance [1] - The solid-state battery, CPO concept, and lithium battery concepts are particularly active in the market [1] Future Outlook - The current ample liquidity is seen as a fundamental support for the market, although there is a short-term overbought pressure that may necessitate technical adjustments [1] - Three key areas to watch include: 1. The potential for a second phase of a bull market with rapid sector rotation, focusing on areas with low valuations and improving conditions [1] 2. Policy signals in response to economic pressures in the second half of the year, particularly the "anti-involution" measures that may catalyze cyclical sectors from the supply side [1] 3. The likelihood of a Federal Reserve interest rate cut in September, which could enhance liquidity and stimulate sectors such as non-ferrous metals [1]