早盘，锂电池产业链点燃市场热情，华盛锂电收获20%幅度涨停，股价创新高，康鹏科技、泰和科技、永兴材料、天赐材料等20余只个股涨停。 11月13日上午，A股三大指数震荡走强，权重股宁德时代大涨8%，带动创业板指拉升超2%。截至午间收盘，上证指数报4017.94点，涨0.44%；深证成指 报13478.83点，涨1.80%；创业板指报3205.76点，涨2.68%。沪深北三市半日成交12733亿元。 盘面上，热点轮番活跃，全市场超3800只个股上涨。锂电池板块掀涨停潮，孚日股份6连板，华盛锂电6天3板，天赐材料等20余只个股涨停；福建板块持 续走高，厦工股份涨停；贵金属板块表现活跃，华锡有色涨停。 宁德时代涨超8%逼近历史新高 国金证券研报表示，在当前能源结构转型的关键节点，锂电产业链正迎来前所未有的发展机遇，其核心驱动力来源于技术革命与市场需求的共振。技术维 度上，固态电池技术的实质性突破正在重构产业天花板。市场维度上，全球储能市场的爆发性增长为锂电产业提供了超出预期的容量空间。技术突破与需 求爆发形成正向循环，储能系统对循环寿命和成本的高度敏感，恰恰是固态电池技术规模化后所能解决的下一阶段目标；而储能市场提供 ...

Market Overview - The three major A-share indices collectively rose, with the ChiNext Index increasing by 2.68% and the Shanghai Composite Index surpassing 4000 points, closing at 4017.94 points, up 0.44% [1][2] Sector Performance - The market saw a strong performance in the new energy sector, particularly in battery and energy metal stocks, while the banking sector experienced a decline [2][4] - A total of 3835 stocks rose, with 84 hitting the daily limit, while 1416 stocks fell [2] New Energy Sector - The new energy sector witnessed a significant surge, with lithium battery electrolyte stocks rising over 11%, and various lithium battery-related stocks also showing strong performance [5][6] - Notable stocks included Tianhong Lithium Battery, which surged by 26.37%, and Huasheng Lithium Battery, which rose by 20% [6] Energy Metals - The energy metals sector also saw robust gains, with companies like Tianhua New Energy rising by 18.33% and several others hitting the daily limit [8][9] - The overall performance of the non-ferrous metals sector was strong, with a focus on energy metals, precious metals, and industrial metals [11] Company Highlights - Contemporary Amperex Technology Co., Ltd. (CATL) saw its stock rise by 8.18%, with a market capitalization of 1.9234 trillion yuan and a year-to-date increase of over 60% [6][7] - CATL's chairman highlighted advancements in solid-state battery technology and the company's plans to expand its battery swap station network by 2025 [7] Banking Sector - The banking sector faced a downturn, with major banks like Agricultural Bank of China and Industrial and Commercial Bank of China all reporting declines of over 1% [16][18] - Agricultural Bank of China closed at 8.44 yuan per share, down 1.75%, with a market capitalization of 28.704 billion yuan [18]

Core Insights - Solid-state battery technology is experiencing significant advancements, with multiple automotive companies planning to adopt this technology around 2027, indicating a clear acceleration in the industry's commercialization process [1] - The 2025 World Power Battery Conference in Yibin is showcasing key materials and technological achievements in solid-state batteries, along with major project signings in the power battery supply chain [1] Industry Summary - The solid-state battery sector is witnessing continuous breakthroughs, with a positive outlook for related equipment manufacturers as the industry cycle and technological progress align [1] - The market is seeing a resurgence in lithium battery production capacity, further enhancing the fundamentals of solid-state battery-related companies [1] Company Summary - The Huaxia New Energy ETF (159368) has risen by 3.52%, with significant gains in its holdings, including a 16% increase in Xinzhou Bang and over 10% in Tianhua New Energy [1] - The Huaxia New Energy ETF is the largest ETF tracking the ChiNext New Energy Index, with a scale of 829 million yuan as of October 31, 2025, and a daily average trading volume of 90.05 million yuan [1] - The ETF has a storage capacity of 58% and a solid-state battery content of 31%, aligning well with current market trends [1]

从今年2月进场开工建设到11月正式落地投产，仅用9个月时间，四川赛科动力科技有限公司（以下简 称"赛科动力"）在宜宾跑出了令人瞩目的产业化"加速度"。 11月12日，2025世界动力电池大会如期在宜宾召开，全球产业目光再次聚焦这座"万里长江第一城"。 特别值得注意的是，本次大会将重磅发布全固态电池关键材料最新成果。这不仅代表着行业技术迭代的 重要风向，更进一步揭开了宜宾布局下一代动力电池技术的战略面纱。 2025世界动力电池大会开幕式/宜宾市委宣传部供图 "世界上每生产10块动力电池，就有1块来自宜宾。"此前的2025世界动力电池大会新闻发布会上，宜宾 市委副书记、市长杜海洋自豪地宣布。事实上，宜宾这座曾经外人眼中的"白酒之都"，已经建 成"4+4+4"现代化产业体系，其中动力电池产业更是成为了继白酒之后的新千亿产业集群。 作为中国唯一获批的"动力电池之都"，站在现有成就的基石上，一个关键问题越发引人关注：固态电 池，如何成为宜宾这座城市的"二次增长曲线"？ 要想找到这个问题的答案，或许还要对宜宾的具体行动抽丝剥茧。 趋势研判精准 重大项目已落地见效 11月10日，赛科动力的"下一代高安全电池及全固态电池产业 ...

11 月 12 日， 2025 世界动力电池大会如期在宜宾召开，全球产业目光再次聚焦这座"万里长江第 一城"。 特别值得注意的是，本次大会将重磅发布全固态电池关键材料最新成果。这不仅代表着行业技术迭代 的重要风向，更进一步揭开了宜宾布局下一代动力电池技术的战略面纱。 今年以来，固态电池可以说是火遍全球，已然成为动力电池行业冉冉升起的"新星"。因为相较于传 统液态锂电池，固态电池不易燃、难挥发，在高温、过充或碰撞等极端场景下，起火爆炸的风险也显 著降低；更重要的是，它未来还能让新能源汽车"千里续航"的目标从梦想照进现实。 俄罗斯工程院外籍院士、中国全固态电池产学研协同创新平台副理事长吴志新在 2025 世界动力电 池大会高端对话现场也表示："哪家企业掌握了先进的动力电池，就掌握了新能源汽车市场的话语权 和主动权。只有有好的电池，才有好的电动汽车，所以我们现在一直争取尽快突破全固态电池。" 欧阳明高院士工作站内，研究人员正开展科研工作 / 庄歌尔 摄 2025 世界动力电池大会开幕式 / 宜宾市委宣传部供图 "世界上每生产 10 块动力电池，就有 1 块来自宜宾。"此前的 2025 世界动力电池大会新闻发布会 上 ...

关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 巴菲特重磅发声：确认交接安排 证监会发声！事关资本市场开放 11月12日，在2025世界动力电池大会上，宁德时代董事长曾毓群提到了当下市场热议的固态电池，表示在全固态电池方面，宁德时代的研究和产业化进度 也处于全球前列。另外，宁德时代的换电体系能灵活兼容固态电池。 去年的世界动力电池大会上，曾毓群首次公开回应全固态电池话题，他表示，如果用数字1到9代表固态电池技术和制造的成熟度，1代表刚开始涉及，9代 表可以大规模生产。当前（固态电池）行业最高水平只到了4，做出了一些器件样品，进行了一些实验验证。 来源：第一财经 记者：肖逸思 ...

Core Insights - The company has made significant progress in solid-state battery technology, including both all-solid and semi-solid battery products [1] - The semi-solid battery product has secured a contract for a 2.8 GWh new energy storage project, primarily located in Shenzhen and Shanwei, which will help alleviate power supply and demand issues in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The order signifies the commercial application of the company's solid-state energy storage battery technology [1] - The 20Ah and 30Ah all-solid batteries are currently suitable for applications in low-altitude aircraft, drones, and robots [1]

Core Viewpoint - Contemporary discussions in the market are focused on solid-state batteries, with CATL's chairman indicating that the company is at the forefront of research and industrialization in this area [1] Group 1: Solid-State Battery Development - CATL's chairman, Zeng Yuqun, stated that the company's progress in solid-state battery research and industrialization is among the best globally [1] - During the previous year's World Power Battery Conference, Zeng first addressed the topic of solid-state batteries, using a scale from 1 to 9 to represent the maturity of solid-state battery technology, where 1 indicates initial involvement and 9 indicates large-scale production [1] - Currently, the highest level of solid-state battery technology maturity is at 4, with some device samples produced and experimental validations conducted [1] Group 2: Battery Swapping System - CATL's battery swapping system is designed to be flexible and compatible with solid-state batteries [1]

Core Viewpoint - The total market value of public funds heavily invested in the SW power equipment industry has significantly rebounded in Q3 2025, with a total market value of 204.972 billion yuan, reflecting a quarter-on-quarter increase of 58.76% and a year-on-year increase of 3.61% [2][3] Group 1: Fund Holdings and Allocation - The total market value of public funds in the SW power equipment industry accounts for 12.33% of the total market value of heavy holdings in A-shares, with a quarter-on-quarter increase of 2.44 percentage points and a year-on-year decrease of 0.01 percentage points [2][3] - The overweight ratio for the SW power equipment industry is 4.87%, showing a quarter-on-quarter increase of 0.91 percentage points and a year-on-year decrease of 1.24 percentage points, indicating a rebound in the overweight ratio [2][3] Group 2: Market Concentration - The fund holding market value ranking for the SW power equipment industry has risen, ranking second among 31 Shenwan primary industries, only behind electronics [3] - The concentration of holdings has increased, with the top 5, top 10, and top 20 stocks in the SW power equipment industry accounting for 58.61%, 67.07%, and 78.34% of the total market value, respectively, with quarter-on-quarter increases of 1.62, 1.42, and 0.69 percentage points [3] Group 3: Performance of Major Stocks - The top ten stocks in the SW power equipment industry have all seen strong increases, with significant gains in stocks such as Sunshine Power, Tianci Materials, and Yiwei Lithium Energy [4] - The total market value of fund holdings in the battery, photovoltaic equipment, and other power equipment sectors has significantly rebounded, with respective market values of 133.642 billion, 38.308 billion, and 13.292 billion yuan, reflecting quarter-on-quarter increases of 65.95%, 65.52%, and 11.90% [4][5] Group 4: Stock Adjustments - In the battery sector, individual stock adjustments show a mixed trend, with Yiwei Lithium Energy, Xinwangda, and Tianci Materials seeing increases in holdings, while leading companies like CATL and Keda Li experienced reductions [6] - The photovoltaic equipment sector has seen overall increases in holdings, with significant increases in stocks like Canadian Solar and JA Solar, while Sunshine Power and Deye Co. faced notable reductions [6] Group 5: Investment Recommendations - The SW power equipment industry shows a clear rebound in fund holdings and overweight ratios, with significant increases in the battery, photovoltaic equipment, and other power equipment sectors [7] - The lithium battery industry is currently active, with some material prices stabilizing, suggesting opportunities for profit recovery in leading stocks [7] - The wind power equipment sector is expected to grow due to high installation growth and overseas project expansion, recommending attention to leading stocks in this sector [7]

Core Insights - The company is fully engaged in the development of next-generation solid-state batteries, with dedicated teams collaborating with universities on sulfide, oxide, and halide technologies [1] - The company has achieved mass production and delivery of semi-solid products this year, with iterative advancements in quasi-solid technology, aiming to establish small-batch prototypes of all-solid-state batteries next year [1] - The company has made significant breakthroughs in emerging fields such as AI glasses and robotics, leveraging its long-standing expertise in small battery technology and rapid iteration capabilities to gain a first-mover advantage [1]