Core Viewpoint - Tianpu Co., Ltd. announced that its stock trading suspension for verification has been completed, and trading will resume on September 18, 2025, after experiencing significant price fluctuations and multiple trading halts due to abnormal trading conditions [1][4]. Group 1: Stock Trading and Market Activity - The company's stock price experienced a continuous rise, hitting the upper limit for 11 consecutive trading days from August 22 to September 10, 2025 [1]. - The stock was previously suspended for verification due to abnormal trading activities, with the first suspension occurring from September 3 to September 9, 2025, after a similar price surge [4][5]. - As of September 17, 2025, the company's total market capitalization is 10.2 billion [2]. Group 2: Control Change and Acquisition - The company is in the process of a control change, with the acquirer planning to obtain control through agreement transfer and capital increase, with Yang Gongyifan set to become the new actual controller [3]. - The acquirer, Zhonghao Xinying (Hangzhou) Technology Co., Ltd., has no plans for asset injection or significant business changes within the next 12 months [3]. - As of September 15, 2025, the acquisition funds from Zhonghao Xinying amount to 9.65 billion, while another party, Fang Donghui, has contributed 7.64 billion, with partial funds from Hainan Chip Fan expected to be completed by September 19, 2025 [5]. Group 3: Insider Trading Investigation - There were rumors of insider information leakage related to the trading activities, but the company conducted a self-examination and found no evidence of insider trading, as the transactions occurred before the insider information was formed or known [4]. - Four individuals, identified as insiders, have returned their trading profits to Tianpu Co., Ltd. as of September 17, 2025 [4].

在卢放看来，作为全球首款同时搭载800V高压架构、5C超充、华为ADS 4智驾等核心技术的新能源MPV，2026款梦想家将在高端MPV市场有所作为。 每经记者｜孙桐桐 每经编辑｜余婷婷 "市场竞争就像长跑，当大家挤在一起差距很小的时候，每个人都还想再追一追。而岚图要冲出竞争圈，实现跨代领先，成为那个让人看不到背影的领跑 者。"日前，岚图汽车CBO、销售公司总经理邵明峰在接受《每日经济新闻》记者采访时表示。 近年来，MPV市场逐渐成为各大车企角逐的新战场，新能源MPV也迎来了发展的黄金期。数据显示，2025年1至7月，MPV市场前十强企业共销售52.1万 辆，虽然整体市场份额仍相对较小，但新能源MPV的渗透率正在不断提高。今年7月，在全国MPV零售销量榜中，排名前10位的车型里有6款为新能源。丰 田赛那以7341辆夺冠，岚图梦想家PHEV以6501辆紧随其后，腾势D9、别克GL8 PHEV等新能源车型也进入了销量榜前列；传统燃油车型如传祺M8、别克 GL8燃油版虽跻身前十，但排名靠后。 激烈的市场竞争也在倒逼车企不断对产品硬件和配置进行升级。9月15日，2026款岚图梦想家在上海正式上市，推出鲲鹏、乾崑两大系列 ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The short - term lithium carbonate market may continue the pattern of being volatile and slightly strong. In the absence of additional marginal factors, the main LC2511 contract of lithium carbonate is expected to remain in the current range in the next 1 - 2 weeks. If downstream purchases are weak, it may retest the previous low [3] - The recent rebound of futures prices may be affected by the weakening of the basis and the stabilization of spot prices, but the changes in trading volume and open interest show market divergence. The supply side may support prices, and the demand side may bring short - term support, but the cautious procurement and sufficient inventory of downstream enterprises may limit the upside space. The lithium carbonate futures price is expected to maintain a volatile and slightly strong trend [32][33] Group 3: Summary by Relevant Catalogs 1. Daily Market Summary - **Futures Market Data**: On September 16, the price of the main lithium carbonate contract rose slightly to 73,180 yuan/ton, a 0.69% increase from the previous day. The basis widened to - 1,080 yuan/ton, indicating that the futures price was stronger relative to the spot. The open interest of the main contract decreased by 9,009 lots to 300,437 lots, a decrease of 2.91%, while the trading volume expanded by 3.62% to 500,267 lots [1][5][30] - **Supply - demand and Inventory**: On the supply side, the proportion of lithium carbonate produced from spodumene exceeded 60%, becoming the main support for supply, while the proportion of lithium mica decreased to 15%. The long - term supply increase expectation was enhanced, but short - term factors supported the spot. On the demand side, the demand for new energy vehicles was differentiated. The prices of cathode materials and most cell prices increased. Lithium carbonate inventory decreased for four consecutive weeks to 138,512 tons, but the warehouse receipts remained high [2][31] - **Market Summary**: The short - term lithium carbonate market may continue the volatile and slightly strong pattern. The supply side suppresses the upside space, while the demand side has a contradictory cost - pressure transmission, and market wait - and - see sentiment remains [3] 2. Industrial Chain Price Monitoring - The price of the main lithium carbonate contract increased by 0.69% to 73,180 yuan/ton, the basis decreased by 86.21% to - 1,080 yuan/ton, the open interest of the main contract decreased by 2.91% to 300,437 lots, and the trading volume increased by 3.62% to 500,267 lots. The price of battery - grade lithium carbonate remained unchanged at 72,100 yuan/ton, and the prices of some related products such as lithium hexafluorophosphate, power - type ternary materials, and power - type lithium iron phosphate increased slightly [5] 3. Industrial Dynamics and Interpretation - **Spot Market**: On September 16, the SMM battery - grade lithium carbonate index price rose. The futures price fluctuated, and the downstream was cautious. In September, the market showed a situation of simultaneous growth in supply and demand, with demand growing faster, and a temporary supply shortage was expected [6] - **Downstream Consumption**: From September 1 - 7, the retail volume of the new - energy passenger vehicle market decreased by 3% year - on - year, and the wholesale volume increased by 5% year - on - year [7] - **Industry News**: The lithium ore shutdown in Yichun, Jiangxi, may affect the supply, and the industry reshuffle from the supply side of lithium carbonate is coming [9] 4. Industrial Chain Data Charts - There are data charts on the main lithium carbonate futures and basis, battery - grade and industrial - grade lithium carbonate prices, lithium concentrate prices, etc., which visually show the data changes in the industrial chain [10][13][19]

Core Viewpoint - Chery Automobile has officially launched its global IPO, planning to list on the Hong Kong Stock Exchange on September 25, with a potential fundraising of approximately HKD 8.441 billion, making it one of the largest IPOs for an automotive company in Hong Kong this year [1] Group 1: IPO Details - Chery plans to globally offer 297.4 million shares at a price range of HKD 27.75 to HKD 30.75 per share, with a midpoint price of HKD 29.25 [1] - The cornerstone investor lineup includes 13 institutions, such as Hillhouse Capital and Hong Kong Jinglin, collectively subscribing to approximately USD 587 million worth of shares [1] Group 2: Business Overview - Chery operates across multiple sectors, including automotive, smart technology, and auto parts, with five major brands: Chery, Jetour, Exeed, iCAR, and Zhijie, offering both fuel and new energy vehicles [1] - The company has established a vast dealer network, with 3,663 dealer outlets in mainland China covering over 310 cities and 2,958 outlets overseas as of March 2025 [1] Group 3: Sales Performance - Since its establishment in 2003, Chery has sold over 13 million vehicles globally, with a sales network spanning over 100 countries and regions [2] - In 2024, Chery's total sales are projected to reach 2.6039 million units, a year-on-year increase of 38.4%, with exports accounting for 1.1446 million units, up 21.4% [2] Group 4: Financial Performance - Chery's revenue has shown significant growth, with figures of CNY 92.618 billion, CNY 163.205 billion, and CNY 269.897 billion for the years 2022, 2023, and 2024 respectively, and net profits of CNY 5.806 billion, CNY 10.444 billion, and CNY 14.334 billion [3] - In Q1 2025, Chery reported revenue of CNY 68.223 billion and a net profit of CNY 4.726 billion, reflecting substantial increases from the previous year [3] - The revenue from new energy vehicles has increased, now accounting for 27.3% of total revenue [3]

9月17日晚间，长华集团（605018）发布公告，公司近期收到一家国内车企的定点开发通知书，定点产 品主要为关键金属结构件。据悉，本次定点项目生命周期为5年，预计生命周期总销售金额约为2.8亿 元，将在2027年第一季度逐步开始量产。 长华集团表示，本次定点产品关键金属结构件将由其全资子公司广东长华汽车零部件有限公司负责生 产，预计对公司本年度业绩不会构成重大影响。若后续实质性销售订单能够顺利转化，将有利于增加未 来年度的营业收入和经营效益。 不过，定点并不构成正式的订单或销售合同，后续样件产品通过客户评审验证通过后，方可签订正式订 单或销售合同，具体以订单结算金额为准。 长华集团主营汽车金属零部件的研发、生产和销售，目前已形成以紧固件、冲焊件、铸铝冲焊总成件为 核心的产品体系，产品广泛应用于汽车车身、底盘、动力总成系统及新能源汽车三电系统等领域。 在电动化发展趋势下，长华集团将新能源业务作为战略布局的重要方向，上半年新能源汽车零部件销售 收入超2亿元，燃油汽车与新能源汽车共用产品的销售收入超3亿元。 除汽车行业外，长华集团积极拓展业务场景，重点布局人形机器人及低空经济领域。2024年底，公司生 产出行星滚柱 ...

凭借累计1300万辆的全球汽车销量、约2700亿元的年收入和143亿元的年净利润，今年28岁的奇瑞汽 车终于叩响了资本市场的大门。 9月7日，香港交易所官方网站发布公告，奇瑞汽车股份有限公司成功通过港交所聆讯，15亿至20亿 美元（约117亿至156亿港元）的预计募资金额有望使奇瑞成为年度内港交所规模最大的车企IPO项 目，上市后估值预计超千亿。如果顺利，它将在本月中下旬在港挂牌上市。 奇瑞的20余年上市长跑贯穿了中国汽车市场发展浪潮由零到一的突破 ——汽车出口增长、新能源汽 车崛起、自主品牌起势。站在中国新能源汽车销量超过1000万的重要节点，奇瑞的资本化进程已经 不局限于单个公司的融资意义，更是中国汽车产业换道超车、提升全球声量的缩影。 当港股市场的大门敞开时，奇瑞汽车加速驶向电动化和智能化的新赛道。已有雄厚的市场家底，这 个"中国汽车出海之王"要通过产品和技术革新，继续提高全球声量。 从"草根车企"到出海之王 1997年，奇瑞诞生于安徽芜湖，创始人尹同跃在城北盖了几栋草房，以这里为起点开始了创业之 旅。彼时，中国汽车产业的主流是以市场换取投资和技术。而芜湖这座长江边的小城也没想到，日后 将迎来一个影响全 ...

9月16日19:00，备受瞩目的华为旗下鸿蒙智行首款旅行车——享界S9T在鸿蒙智行授权用户中心菏泽黄河东路门店隆重发布。这场上市盛典吸引了众多贵 宾及新能源汽车爱好者的关注，共同见证了这一具有里程碑意义的时刻。 享界S9T在尺寸上展现出了强大的优势，三围尺寸达5160×2005×1492mm，轴距为3050mm，为车内空间提供了充足保障，能满足家庭出行和旅行装载的需 求。在动力方面，新车提供增程和纯电两种选择，充分考虑了不同消费者的使用场景。增程版配备37kWh及53.4kWh电池包，CLTC纯电续航里程最长可 达354km，满油满电CLTC续航里程最长可达1305km；纯电版配备100kWh电池包，CLTC综合续航里程最长可达801km，且基于800V平台打造，支持超快 充，解决了消费者的续航焦虑。 辅助驾驶一直是鸿蒙智行的强项，享界S9T搭载HUAWEI ADS 4辅助驾驶系统，车顶配备华为192线激光雷达，车身四周拥有高精度固态激光雷达、4D毫 米波雷达，具备全向感知能力，为行车安全提供了全方位的保障。 发布会上，享界S9T共推出4款车型，售价区间为30.98万 - 36.98万元。现在下订更可享至高6 ...

Investment Rating - The report maintains an investment rating of "B" for the new materials sector, indicating a positive outlook compared to the market [1]. Core Insights - The new materials sector has shown strong performance, with the new materials index rising by 2.50%, outperforming the ChiNext index by 0.39%. Key sub-sectors such as semiconductor materials and battery chemicals have seen significant increases, with battery chemicals up by 13.68% [3][19]. - The report highlights opportunities in upstream new materials for the automotive industry, driven by government policies aimed at stabilizing growth in the sector. The target for total vehicle sales in 2025 is approximately 32.3 million units, with a projected 20% increase in new energy vehicle sales [6]. Market Performance - The new materials sector has outperformed the broader market, with significant gains in various sub-sectors over the past week. The synthetic biology index increased by 2.88%, semiconductor materials by 9.04%, and electronic chemicals by 6.88% [3][19]. - The report notes that 60.67% of stocks in the new materials sector achieved positive returns, with notable performers including Xiamen Tungsten (up 26.79%) and Hengshen Co. (up 20.33%) [24]. Price Tracking - The report provides weekly price updates for key materials. For instance, the price of valine is 12,600 CNY/ton, down 1.18%, while the price of lysine (98.5%) is 6,950 CNY/ton, up 2.21% [29]. - In the biodegradable plastics segment, the price of PLA (injection grade) remains stable at 17,800 CNY/ton, while PBS is also stable at 17,800 CNY/ton [33]. Investment Recommendations - The report suggests focusing on companies such as Times New Material and Jun Ding Da, which are positioned to benefit from the growth in the automotive sector and new materials [6].

9月17日，港股三大指数集体上涨，市场做多情绪尤其高涨。恒生科技指数大涨4.22%报6334.24点，恒 生指数涨1.78%逼近27000点大关，国企指数涨2.24%，三者均刷新阶段新高价。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 > | | --- | --- | --- | --- | --- | --- | | 800700 | 恒生科技指数 | 0 | 6334.24 | +256.58 | 4.22% | | 800100 | 国企指数 | | 9596.77 | +210.38 | 2.24% | | 800000 | 恒生指数 | | 26908.39 | +469.88 | 1.78% | 盘面上，大型科技股强势带动大市，阿里巴巴、京东涨超5%，美团、快手、腾讯、小米、网易均走 强；报道称中芯国际据正在测试中国首款国产DUV光刻机，半导体芯片股全天强势，龙头中芯国际劲 升超7%创历史新高价；国庆中秋日均机票预订量增长超25%，航空股拉升；汽车股走高，蔚来涨超 11%；锂电池、稀土概念、苹果概念股、风电股、家电股、光伏股、内房股纷纷上涨。 另一方面，分析师称黄金处于超买区间， ...

声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 责任编辑：小浪快报 9月16日，浙江双环传动机械股份有限公司在公司会议室接待了华泰资产、华翊投资、竹润投资等57家 机构投资者的特定对象调研。公司董事长吴长鸿、董事会秘书陈海霞参与接待，就公司多项业务情况与 投资者展开交流。 此次投资者关系活动类别为特定对象调研，时间为2025年9月16日，地点在公司会议室。参与单位包括 华泰资产等众多知名投资机构，共57人。上市公司接待人员为董事长吴长鸿与董事会秘书陈海霞 。 在投资者关系活动主要内容介绍中，公司透露了以下关键信息： 1.海外市场与匈牙利工厂：海外市场是 新赛道，海外车企齿轮业务外包趋势明显，未来市场空间大。匈牙利工厂新建处于 ...