在锂电池概念板块上，16只湘股分别是五矿新能、金博股份、百利科技、湖南海利、科力远、时代新 材、湖南裕能、邵阳液压、领湃科技、华自科技、尔康制药、中科电气、威领股份、湘潭电化、山河智 能、*ST生物。 长沙晚报掌上长沙1月24日讯（全媒体记者 刘军）23日，锂电池概念板块指数开盘上涨，到收盘，指数 上涨2.57%。570只个股上涨467只，并且有30只个股涨停。进入2026年，好像又回到了有"锂"走遍天下 的行情。记者注意到，该概念板块上有16只湘股，今年来15只股价是上涨的，只有一只股价下跌。 今年来，锂电池上涨主要有两个原因，一是技术上取得了新突破。9日，相关报道称，中国科学院青海 盐湖研究所科研团队在盐湖锂资源分离领域取得重大技术突破，成功攻克沉锂母液中锂、钠、钾离子的 高效分离技术瓶颈。二是碳酸锂价格加速上行，23日，碳酸锂期货主力合约价格最高达179780元/吨， 今年来涨幅超50%。 在A股市场上，锂电池概念股也持续上行。以板块指数来说，1月5日，锂电池概念板块指数在3104点附 近，23日，该板块指数收盘为3473点，不到一个月，指数涨了近12%。 有机构指出，目前的库存结构和中长期看多锂价的逻 ...

华金证券指出，短期春季行情未完，A股慢牛延续，继续聚焦补涨的成长。短期来看，基本面继续弱修 复，流动性仍较为宽松，外部风险相对有限下春季行情未完。一是经济继续处于弱修复趋势中，科技和 周期的盈利增速可能继续上行。二是流动性依然维持宽松。三是当前外部风险相对有限。短期继续聚焦 补涨的成长。一是历史经验上，春季行情主升阶段可能出现补涨，政策和产业趋势向上的行业可能恒 强。二是短期科技成长和部分周期行业政策和产业趋势可能持续向上，可能相对占优。三是近期融资流 入较多的是电子、计算机、有色金属等。四是短期继续聚焦补涨的成长，建议逢低配置：一是政策和产 业趋势向上的商业航天、电新、AI应用、机器人、医药（AI医疗、创新药）、半导体、AI硬件等行 业；二是可能补涨和基本面可能边际改善的非银金融、消费（食品、商贸零售、社服）等行业。 1月15日，沪指盘中弱势下探，深证成指、创业板指尾盘翻红，全A股市场超3100股飘绿。 （文章来源：证券时报网） 截至收盘，沪指跌0.33%报4112.6点，深证成指涨0.41%，创业板指涨0.56%，北证50指数跌2.28%，沪 深北三市合计成交约2.94万亿元。 盘面上看，军工、券商、医药 ...

Core Viewpoint - The company, Jieban Technology, is experiencing a decline in stock price and has a significant reliance on major clients like Foxconn and Apple, while also benefiting from the depreciation of the RMB. Group 1: Company Performance - Jieban Technology's stock price decreased by 0.55% on January 15, with a trading volume of 84.86 million yuan and a market capitalization of 7.528 billion yuan [1] - The company reported a revenue of 962 million yuan for the period from January to September 2025, representing a year-on-year growth of 62.04%, but incurred a net loss of 12.58 million yuan, a significant increase in losses by 1,762.51% compared to the previous year [7] - The company has distributed a total of 43.24 million yuan in dividends since its A-share listing [8] Group 2: Client and Revenue 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: Market and Financial Analysis - The company's overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the RMB [3] - The average trading cost of the stock is 110.85 yuan, with recent trends indicating a rapid exit of investors, suggesting a potential need for portfolio adjustment [6] - The stock has a support level around 101.00 yuan, and a breach of this level could lead to further declines [6] Group 4: Institutional Holdings - As of September 30, 2025, several new institutional investors have entered the top ten shareholders, including various funds from the Fortune group, indicating a shift in shareholder composition [9]

Core Viewpoint - The company, Zhejiang Yema Battery Co., Ltd., is experiencing growth in its operations, particularly in the development and production of high-performance, environmentally friendly zinc-manganese batteries, benefiting from the depreciation of the RMB and the integration of the Yangtze River Delta region [2][3]. Group 1: Company Performance - In 2024, the company accelerated its new product development process, with the production line for button-type lithium batteries completed and operational [2]. - The company reported that 88.30% of its revenue comes from overseas, benefiting from the depreciation of the RMB [3]. - For the period from January to September 2025, the company achieved operating revenue of 1.028 billion yuan, a year-on-year increase of 8.15%, while net profit attributable to the parent company was 54.656 million yuan, a decrease of 53.24% year-on-year [7]. Group 2: Financial Analysis - The stock price of Yema Battery increased by 2.20% on January 15, with a trading volume of 254 million yuan and a turnover rate of 4.10%, bringing the total market capitalization to 6.181 billion yuan [1]. - The average trading cost of the stock is 24.73 yuan, with recent buying activity observed, although the strength of this accumulation is weak [6]. - The main net inflow of funds today was 8.4089 million yuan, accounting for 0.03% of the total, indicating a lack of significant trends in main funds [4][5].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：李志林 【存储芯片概念震荡回升佰维存储涨9%创历史新高】存储芯片概念盘中震荡回升，佰维存储涨超9%， 续创历史新高，伟测科技、大为股份、柏诚股份、江波龙、普冉股份冲高。消息面上，佰维存储预告 2025年度实现归属于母公司所有者的净利润同比增加427.19%至520.22%。此外据供应链知情人士透 露，闪迪已向部分下游客户提出了一项前所未有的供应合同：要求客户支付100%现金预付款，以锁定 未来1至3年的存储芯片配额。 管理层多举措调控节奏，17连阳后连跌3天百股跌停 今日消息面： 【美股三大指数集体收跌纳指收跌1%】隔夜美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标 普500指数跌0.53%。科技股普跌，甲骨文、博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯 拉、奈飞跌超1%。英特尔逆势涨超3%。热门中概股多数下跌，纳斯达克中国金龙指数跌0.23%。 【沪深北交易所将投资者融资买入证券时的融资保证金最低比例从80%提高至100%】2026年1月14日， 经中国证监会批准，沪深北交易所发布通知调整融资保证金 ...

Market Overview - On January 15, A-shares opened lower and then experienced slight gains before declining, with the Shanghai Composite Index down 0.6% at 4101.52 points, the Shenzhen Component down 0.44% at 14186.11 points, and the ChiNext Index down 1.02% at 3314.88 points. The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion yuan, with over 3600 stocks declining [1] Sector Performance - The tourism and hotel sector showed strong performance, with stocks like Zhongxin Tourism hitting a two-day limit up and Shaanxi Tourism reaching the daily limit [4] - The precious metals sector was active, with Sichuan Gold nearing the daily limit and other stocks like Chifeng Gold and Hunan Silver following suit. Recent news indicated that spot silver prices surged over 7%, reaching a historical high of $93 per ounce, while spot gold also hit a record high of $4643 per ounce [2] - The lithium battery sector strengthened, with Tianhong Lithium rising over 14% and other companies like Tianji Co. and Huasheng Lithium also seeing gains. The price of industrial-grade lithium carbonate increased by 36.71% from the beginning of the month, reaching 160,000 yuan per ton [3] - The smart driving sector saw a rise, with stocks like Suoling Co. hitting the daily limit. The Shanghai Municipal Economic and Information Commission announced plans for the large-scale application of high-level autonomous driving by 2027 [6] Institutional Insights - CITIC Securities noted that despite recent regulatory measures to cool the market, overall trading activity remains high, with key indicators like daily trading volume and margin financing balances above long-term averages. The firm expects continued benefits for securities companies and a potential for revenue diversification and quality improvement [7] - CITIC Jiantou highlighted that the mid-term "stock-bond seesaw" effect will further support A-share performance, with macro liquidity showing characteristics of "internal and external easing resonance" [9] - Huatai Securities reported that the innovative drug sector is experiencing a liquidity recovery, with significant growth in BD transactions compared to the previous year, indicating a potential bullish trend for innovative drugs [10]

Group 1 - The Hong Kong stock market for lithium battery concepts continues to rise, with notable increases in stock prices for several companies [1] - Hongqiao Group (08137.HK) saw an increase of 8.33%, reaching HKD 0.52 [1] - Ganfeng Lithium (01772.HK) rose by 7.9%, trading at HKD 66.95 [1] - Tianqi Lithium (09696.HK) experienced a 5.78% increase, priced at HKD 57.65 [1] - Contemporary Amperex Technology Co. (CATL) (03750.HK) increased by 1.94%, with a stock price of HKD 493.4 [1]

消息面上，1月8日，财政部、国家税务总局发布关于调整光伏等产品出口退税政策的公告，决定自4月1 日起至12月31日，将电池产品的增值税出口退税率由9%下调至6%，自2027年1月1日起，取消电池产品 增值税出口退税。业内人士表示，电池产品增值税出口退税率下调或大幅提升锂电下游企业备货热情， 也进一步影响到本就"紧平衡"的碳酸锂市场。 此外，近日，工业和信息化部、国家发展改革委、市场监管总局、国家能源局联合召开动力和储能电池 行业座谈会，谈到需治理低价竞争等非理性竞争行为，提出优化产能管理，健全产能监测和分级预警机 制，加强宏观调控，防范产能过剩风险。 锂电池概念继续走高，截至发稿，洪桥集团(08137)涨8.33%，报0.52港元；赣锋锂业（002460）(01772) 涨7.9%，报66.95港元；天齐锂业（002466）(09696)涨5.78%，报57.65港元；宁德时代（300750） (03750)涨1.94%，报493.4港元。 ...

Core Viewpoint - The lithium battery sector is experiencing a rise in stock prices, driven by recent policy changes regarding export tax rates for battery products, which may boost inventory enthusiasm among downstream lithium enterprises and impact the already tight lithium carbonate market [1]. Group 1: Stock Performance - Hongqiao Group (08137) increased by 8.33%, trading at 0.52 HKD [1] - Ganfeng Lithium (01772) rose by 7.9%, trading at 66.95 HKD [1] - Tianqi Lithium (09696) saw a 5.78% increase, trading at 57.65 HKD [1] - Contemporary Amperex Technology (03750) grew by 1.94%, trading at 493.4 HKD [1] Group 2: Policy Changes - The Ministry of Finance and the State Taxation Administration announced a reduction in the export VAT rebate rate for battery products from 9% to 6%, effective from April 1 to December 31 [1] - Starting January 1, 2027, the export VAT rebate for battery products will be eliminated [1] Group 3: Industry Insights - Industry experts suggest that the reduction in export VAT rebate rates may significantly enhance the inventory enthusiasm of downstream lithium enterprises [1] - A recent meeting involving multiple government agencies discussed the need to address irrational competition and optimize capacity management in the battery industry to prevent overcapacity risks [1]

Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., is experiencing growth opportunities in the lithium battery sector, benefiting from currency depreciation and its recognition as a "specialized and innovative" enterprise, while also expanding its e-commerce business significantly. Group 1: Company Performance - In 2023, the company developed 20 new lithium battery products, gaining recognition from clients such as Bosch and Harbor Freight Tools, with current lithium product sales accounting for less than 10% of total revenue, indicating significant growth potential [2] - For the fiscal year 2024, the company reported an overseas revenue share of 91.85%, benefiting from the depreciation of the RMB [2] - The company has been recognized as a national-level "specialized and innovative" small giant enterprise, which enhances its competitiveness and stability in the supply chain [2] - The company reported a revenue of 490 million yuan for the period from January to September 2025, a decrease of 12.96% year-on-year, and a net profit attributable to shareholders of -10.46 million yuan, a decline of 119.10% year-on-year [6] Group 2: Market Activity - On January 13, the company's stock rose by 0.34%, with a trading volume of 104 million yuan and a turnover rate of 4.66%, resulting in a total market capitalization of 4.897 billion yuan [1] - The main capital flow showed a net outflow of 9.4616 million yuan, accounting for 0.09%, with the industry ranking at 148 out of 245, indicating a trend of reduced holdings by main capital over three consecutive days [3][4] - The average trading cost of the stock is 56.08 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak; the stock price is currently between resistance at 52.09 yuan and support at 44.02 yuan [5] Group 3: E-commerce Development - The company began its e-commerce business in 2018, establishing cross-border e-commerce companies in Jinhua, Hangzhou, and Shenzhen, promoting its own brand of power tools and other products through platforms like Amazon [2] - In 2024, the online sales revenue increased by 58.64% year-on-year, reflecting strong growth in this segment [2]