（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].

9月29日，安孚科技盘中下跌2.05%，截至09:47，报42.91元/股，成交6598.74万元，换手率0.71%，总市 值110.63亿元。 资金流向方面，主力资金净流出32.91万元，特大单买入151.30万元，占比2.29%，卖出296.44万元，占 比4.49%；大单买入1097.55万元，占比16.63%，卖出985.31万元，占比14.93%。 安孚科技今年以来股价涨51.30%，近5个交易日跌2.81%，近20日涨20.20%，近60日涨43.94%。 安孚科技所属申万行业为：电力设备-电池-蓄电池及其他电池。所属概念板块包括：储能、送转填权、 锂电池、固态电池、并购重组等。 截至6月30日，安孚科技股东户数1.08万，较上期减少2.44%；人均流通股19580股，较上期增加2.50%。 2025年1月-6月，安孚科技实现营业收入24.28亿元，同比增长4.98%；归母净利润1.07亿元，同比增长 14.38%。 分红方面，安孚科技A股上市后累计派现1.42亿元。近三年，累计派现1.16亿元。 责任编辑：小浪快报 今年以来安孚科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净 ...

固态电池概念29日盘中强势拉升，截至发稿，万润新能20%涨停，海博思创涨超17%续创新高，湖南裕 能涨超13%，丰山集团、天际股份、多氟多等均涨停，亿纬锂能涨约8%，宁德时代涨近4%。 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， 为开发实用化的高安全性、高能量密度固态锂电池提供了新思路与技术支撑。 得益于优化的界面性能，采用该电解质组装的富锂锰基聚合物电池表现出一系列优异的电化学性能。基 于该电解质构建的8.96Ah（安时）聚合物软包全电池在施加1MPa（兆帕）外压下，能量密度实现跨越 式提升，达到604Wh/kg，远超当下商业化电池。此外，该电池在满充状态下顺利通过针刺与120摄氏度 热箱（静置6小时）安全测试，未出现燃烧或爆炸现象，展现出优异的安全性能。未来，该研究成果有 望为成熟的固态电池产品研发提供重要技术参考。 中信建投证券指出，固态电池作为下一代高性能电池技术，凭借高能量密度、高安全性等显著优势，正 加速从实验室走向产业化。随着政策红利释放、市场需求升级和技术持续迭代，全球固态电池产业已从 实验室研发进展到商业化落地的关键阶段。中国在固态电池领域政策 ...

人民财讯9月29日电，固态电池概念走高，万润新能涨超10%，天际股份、多氟多、丰山集团涨停。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，为 开发实用化的高安全性、高能量密度固态锂电池提供了新思路与技术支撑。相关成果已在线发表于《自 然》。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。该电解 质通过热引发原位聚合技术，有效增强了固态界面的物理接触与离子传导能力，显著提升了锂电池的耐 高压性能和界面稳定性。 转自：证券时报 ...

3、公司怎么看待固态电池的发展？ 目前市场普遍认为固态电池包括半固态电池和全固态电池，但半固态电池的结 构实际上与液态电池一样，仍需要正极、负极、电解液和隔膜。公司认为，半固态 电池是走向全固态电池的过渡产品；而全固态电池，从原材料和工艺等与液态电池 不一样，目前处于产业发展初期，成本也较高，未来全固态电池将会更多应用于"三 深"（深空、深海、深地）等领域，与现有的液态电池、半固态电池长期共存。公 司在半固态电池材料和固态电池材料领域也有长期的关注和投入，在半固态电池隔 膜业务布局方面，公司下属控股子公司江苏三合电池材料科技有限公司具备半固态 电池隔膜量产供应能力，公司在积极开拓市场。在全固态电池材料布局方面，公司 下属控股子公司湖南恩捷前沿新材料科技有限公司专注高纯硫化锂、硫化物固态电 解质和硫化物固态电解质膜产品的研发和布局，高纯硫化锂产品的中试线已经搭建 完成，固态电解质 10 吨级产线已经投产，具备出货能力，已在玉溪规划千吨级产线。 公司将继续投入研发，积极开拓市场，加深与客户的合作和技术交流，推动行业技 术发展。 4、公司在固态材料的优势？ 首先，得益于公司扎实的研发能力和全链式的"垂直"创新体系， ...

（记者 王瀚黎） 中仑新材（301565.SZ）9月29日在投资者互动平台表示，公司研发的固态电池专用BOPA膜材已取得关 键突破，该产品作为铝塑膜的最外层应用于固态电池领域，目前正处于市场推广阶段。公司持续与行业 上下游厂商保持密切技术交流与合作对接，结合固态电池技术产业化进程及下游需求动态，同步优化产 能布局与工艺调试。随着固态电池技术的持续突破及产业化进程的加速，叠加新能源汽车、储能等下游 市场对高性能电池材料的需求升级，公司已建立动态产能调度机制。未来，公司将紧密跟踪市场渗透率 提升节奏，灵活优化排产计划，推动固态电池专用膜材的生产与销售规模实现阶梯式增长。 公司的锂 电膜业务属于新型BOPA膜材业务，2025年上半年公司新型BOPA膜材业务实现营业收入7170.4万元，占 公司营业收入的比例为7.1%。 每经AI快讯，有投资者在投资者互动平台提问：请问公司铝塑膜是否已经送样给固态电池企业，公司 目前铝塑膜业绩占比如何？ ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 上周五公布的美国PCE通胀符合预期，给美联储足够空间应对就业市场降温。逢低买盘支撑三大美股指结束三连跌，全周仍累跌；美监管方将放宽737 MAX交付限制，波音涨3.6%、领涨道指；特斯拉反弹4%；报道称其与台积电和苹果讨论投资，英特尔涨超4%；特朗普芯片新计划有关税威胁，台积电跌 超1%；甲骨文四连跌，一周跌超8%。 在美上市欧洲医药巨头盘中上涨，白宫澄清特朗普药品关税不适用于欧日等贸易协议国。中概指数回落超1%，蔚来和理想汽车跌近6% 美消费者信心后，两年期美债收益率刷新日低，仍连升三周。美元指数跌落三周高位，美消费者信心后刷新日低，仍创近两月最佳周表现。以太坊盘中反弹 超5%，全周仍跌超9%。 原油收创近两月新高，全周涨超5%创三个多月最大周涨。黄金逼近纪录高位，连涨六周，白银再创十四年新高，2011年来首次站上46美元，期银一度涨超 4%，全周涨超8%。纽铜一周涨超3%。 亚洲时段，创业板跌超2%，AI硬件、算力股普跌，恒科指跌近3%，小米跌8%，国债反弹，商品分化。 《付鹏说·第六季》全面升级！付鹏带你前瞻全球大类资产交 ...

Group 1 - The A-share market has experienced significant fluctuations since September, with various sectors such as solid-state batteries, robotics, non-ferrous metals, and gaming emerging as new hotspots, indicating a notable acceleration in market rotation [1] - Funds heavily invested in AI computing have shown signs of portfolio adjustments, with some funds deviating from their holdings, suggesting a shift in strategy [2][3] - The performance of certain funds has diverged from their estimated returns, indicating potential reallocation of assets despite the underlying stocks' performance [2][3] Group 2 - Consumer funds have also exhibited signs of "cutting losses" and reallocating their portfolios, with some funds showing gains despite their major holdings declining [4][5] - Fund managers are increasingly focusing on emerging trends, such as the rise of domestic brands and innovative consumer products, indicating a shift in investment strategy towards sectors with higher growth potential [5][6] - The current market environment presents challenges for active management, as rapid sector rotation requires fund managers to adapt their strategies dynamically [7] Group 3 - There is an expectation of increased stock differentiation as market valuations rise, with a continued focus on AI computing-related assets, while new opportunities may arise in adjacent sectors like AR glasses and the Apple supply chain [8] - Fund managers are optimistic about the prospects of AI computing assets, particularly in relation to the global AI industry chain, while also recognizing the growing connection between AI and Chinese semiconductor companies [8]