9月16日，孚能科技盘中下跌2.00%，截至10:14，报19.56元/股，成交1.85亿元，换手率0.77%，总市值 239.04亿元。 资金流向方面，主力资金净流出2869.35万元，特大单买入147.08万元，占比0.80%，卖出1321.47万元， 占比7.15%；大单买入3812.71万元，占比20.64%，卖出5507.67万元，占比29.82%。 孚能科技今年以来股价涨68.62%，近5个交易日跌4.40%，近20日涨7.53%，近60日涨39.51%。 资料显示，孚能科技(赣州)股份有限公司位于江西省赣州经济技术开发区金岭西路北侧彩蝶路西侧，成 立日期2009年12月18日，上市日期2020年7月17日，公司主营业务涉及新能源车用锂离子动力电池及整 车电池系统的研发、生产和销售。主营业务收入构成为：动力电池系统96.47%，其他(补充)3.53%。 责任编辑：小浪快报 孚能科技所属申万行业为：电力设备-电池-锂电池。所属概念板块包括：三元锂电、固态电池、磷酸铁 锂、电池回收、钠电池等。 截至6月30日，孚能科技股东户数2.59万，较上期减少1.24%；人均流通股47119股，较上期增加1.25 ...

Core Viewpoint - Zhongwei Co., Ltd. has experienced fluctuations in stock price and trading volume, with a notable decline of 2.02% on September 16, 2023, and a total market capitalization of 39.979 billion yuan [1] Financial Performance - For the first half of 2025, Zhongwei Co., Ltd. reported revenue of 21.323 billion yuan, reflecting a year-on-year growth of 6.16%, while net profit attributable to shareholders decreased by 15.20% to 733 million yuan [2] - Since its A-share listing, Zhongwei has distributed a total of 1.682 billion yuan in dividends, with 1.534 billion yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Zhongwei Co., Ltd. was 35,900, a decrease of 3.01% from the previous period, with an average of 25,336 circulating shares per shareholder, an increase of 3.10% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 15.7601 million shares, an increase of 1.2852 million shares from the previous period [3]

Group 1: Company Performance - The company achieved a revenue of approximately 405 million CNY in the first half of 2025, representing a year-on-year growth of 33.49% [9] - The net profit attributable to shareholders was about 52.48 million CNY, showing a year-on-year increase of 166.07% [9] Group 2: Shareholder Information - As of September 10, 2025, the number of shareholders was 15,933 [3] Group 3: Sodium Battery Business - The company’s sodium battery business is currently focused on low-speed vehicles, small power, and energy storage, with no immediate plans for commercial vehicles due to lower energy density [4] - The third-generation sodium battery cathode material (NFPP) has been successfully trialed in a 50Ah short blade cell, with plans for further testing on safety and electrochemical performance [10] - The first phase of the sodium battery cathode material production base is planned with an investment of 300 million CNY [11] Group 4: Carbon Capture Utilization and Storage (CCUS) - The company has received three orders for absorbents in the 10,000-ton ship carbon capture device market [12] - The company is actively developing a compact and efficient carbon capture system tailored for the shipping industry, responding to the EU's emissions trading system [8] - The company is involved in a joint bid for a 350,000-ton CCUS project in Europe, with expectations for order conversion and project implementation in the second half of the year [12] Group 5: Strategic Development - The company is pursuing an "integrated two wings" strategy to enhance its growth curve and expand into international markets [9] - The company is exploring potential acquisition targets to boost stock prices and has established an overseas division to support this strategy [11]

Core Viewpoint - Tianshan Aluminum has shown significant stock price growth and positive financial performance, indicating strong market interest and operational stability [1][2]. Financial Performance - As of June 30, Tianshan Aluminum achieved a revenue of 15.328 billion yuan, representing a year-on-year increase of 11.19% [2]. - The net profit attributable to shareholders for the same period was 2.084 billion yuan, reflecting a slight year-on-year growth of 0.51% [2]. - The company has distributed a total of 6.562 billion yuan in dividends since its A-share listing, with 3.463 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 15, Tianshan Aluminum's stock price increased by 2.00%, reaching 11.71 yuan per share, with a trading volume of 520 million yuan and a turnover rate of 1.09% [1]. - The stock has appreciated by 52.63% year-to-date, with a 11.74% increase over the last five trading days and an 18.88% increase over the last 20 days [1]. - The company had a market capitalization of 54.474 billion yuan as of the latest trading session [1]. Shareholder Information - As of June 30, the number of shareholders for Tianshan Aluminum reached 49,700, an increase of 4.44% from the previous period [2]. - The average number of circulating shares per shareholder was 83,175, which decreased by 4.25% compared to the previous period [2]. - Hong Kong Central Clearing Limited was the seventh-largest circulating shareholder, holding 113 million shares, a decrease of 10.084 million shares from the previous period [3]. Business Overview - Tianshan Aluminum, established on November 3, 1997, and listed on December 31, 2010, is primarily engaged in the production and sale of primary aluminum, aluminum deep-processing products, prebaked anodes, high-purity aluminum, and alumina [1]. - The revenue composition includes 65.26% from aluminum ingots, 24.20% from alumina, 6.89% from aluminum foil and foil materials, 2.10% from high-purity aluminum, and 1.55% from other sources [1]. - The company operates within the non-ferrous metals industry, specifically in the aluminum sector, and is associated with concepts such as battery foil, sodium batteries, lithium batteries, and Xinjiang revitalization [1].

Company Overview - Nandu Power, established on December 8, 1997, and listed on April 21, 2010, is located in Hangzhou, Zhejiang Province. The company focuses on the research, manufacturing, sales, and service of a full range of new energy storage products and systems, including industrial and residential storage, as well as integrated recycling of environmentally friendly resources [1][2]. Financial Performance - As of June 30, 2025, Nandu Power reported a revenue of 3.923 billion yuan, a year-on-year decrease of 31.67%. The net profit attributable to shareholders was -232 million yuan, reflecting a significant year-on-year decline of 225.48% [2]. - The company has cumulatively distributed 684 million yuan in dividends since its A-share listing, with 56.102 million yuan distributed over the past three years [3]. Stock Performance - On September 15, Nandu Power's stock price increased by 2.06%, reaching 20.34 yuan per share, with a trading volume of 1.023 billion yuan and a turnover rate of 5.96%. The total market capitalization stood at 18.269 billion yuan [1]. - Year-to-date, the stock price has risen by 26.02%, with a 7.62% increase over the past five trading days, a 14.21% increase over the past 20 days, and a 36.69% increase over the past 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 122,400, a reduction of 8.78%. The average number of circulating shares per person increased by 9.66% to 6,968 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 10.2998 million shares, an increase of 1.013 million shares from the previous period. Southern CSI 1000 ETF and Huaxia CSI 1000 ETF are also among the top shareholders, with increases in their holdings [3]. Business Segments - Nandu Power's main business revenue composition includes lithium-ion battery products (50.83%), lead-acid battery products (21.49%), recycled lead products (19.35%), and lithium battery materials (8.33%) [1]. - The company operates within the electric equipment industry, specifically in the battery sector, and is involved in various concept sectors such as solid-state batteries, energy interconnection, flying cars, battery recycling, and sodium batteries [1].

【DT新材料】 获悉，9月8日， 宁德时代 投资的"时代高性能锂电池项目"完成签约，规划建设年产能约80GWh的全智能化新能源动力电池生产线， 项目预计于2026年6月完成主体建设。 近年来不断加大在福建厦门的投资力度，相继多个大动作： 2022年3月 ，宁德时代在厦门成立了厦门时代新能源科技有限公司（简称"厦门时代"），法定代表人陈伟峰，注册资本20亿元。 2022年9月 ，厦门时代新能源电池产业基地项目（一期）正式开工，该项目总投资130亿元，主要建设动力电池及储能电池生产线。近期， 厦门时代 二期项目也已开工，该项目计划投资50亿元建设年产30GWh全智能化新能源动力电池生产线，预计2026年二季度试投产。 2024年6月 ，厦门市和宁德时代深入合作的最新成果电化学储能系统建设项目（一期）正式开工，该项目总投资约30亿元，建成后将由宁德时代旗下 厦门实证储能科技研究院 运营。 此外，宁德时代还出资布局了 宏大时代、厦门新能安、时代电服、厦门时代研究院 等一系列项目，不断扩大在厦门的投资版图，累计投资超330亿 元。 锂电负极:石墨、硅碳 钠电负极:硬碳/软碳 今年8月20日， 厦门时代新能动力科技有限公 ...

Company Overview - Jiangsu Guotai International Group Co., Ltd. is located in Zhangjiagang, Jiangsu Province, and was established on May 7, 1998, with its listing date on December 8, 2006 [1] - The company's main business involves supply chain services and chemical new energy, with revenue composition as follows: 81.01% from export trade of textiles, clothing, and toys; 13.58% from import and domestic trade of textiles, clothing, and toys; 5.24% from chemical products; and 0.17% from other sources [1] Financial Performance - As of June 30, 2025, Jiangsu Guotai achieved operating revenue of 18.625 billion yuan, representing a year-on-year growth of 5.46%, and a net profit attributable to shareholders of 545 million yuan, reflecting a year-on-year increase of 10.85% [2] - The company has cumulatively distributed 4.065 billion yuan in dividends since its A-share listing, with 1.546 billion yuan distributed over the past three years [3] Stock Performance - On September 12, Jiangsu Guotai's stock price increased by 2.02%, reaching 9.08 yuan per share, with a trading volume of 283 million yuan and a turnover rate of 2.01%, resulting in a total market capitalization of 14.779 billion yuan [1] - Year-to-date, the stock price has risen by 29.34%, with a 6.95% increase over the last five trading days, a 21.07% increase over the last 20 days, and a 27.71% increase over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders for Jiangsu Guotai was 53,100, a decrease of 5.81% from the previous period, while the average circulating shares per person increased by 6.29% to 30,053 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the seventh largest, holding 28.168 million shares, an increase of 18.928 million shares compared to the previous period [3] Market Position - Jiangsu Guotai is classified under the Shenwan industry as retail trade - trade II - trade III, and is associated with concept sectors including organic silicon, lithium batteries, solid-state batteries, sodium batteries, and new energy [1]

Company Overview - Haopeng Technology Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on October 8, 2002. The company was listed on September 5, 2022. Its main business involves the research, design, manufacturing, and sales of lithium-ion batteries and nickel-hydrogen batteries [1][2]. Financial Performance - For the first half of 2025, Haopeng Technology achieved operating revenue of 2.763 billion yuan, representing a year-on-year growth of 19.29%. The net profit attributable to the parent company was 96.71 million yuan, showing a significant year-on-year increase of 252.49% [2]. - Since its A-share listing, Haopeng Technology has distributed a total of 98.4633 million yuan in dividends [3]. Stock Performance - As of September 12, Haopeng Technology's stock price increased by 2.06%, reaching 80.40 yuan per share, with a trading volume of 369 million yuan and a turnover rate of 5.85%. The total market capitalization is 8.035 billion yuan [1]. - Year-to-date, the stock price has risen by 39.96%, with a 2.39% increase over the last five trading days, a 3.88% increase over the last 20 days, and a substantial 61.19% increase over the last 60 days [1]. Shareholder Structure - As of June 30, the number of shareholders of Haopeng Technology reached 12,300, an increase of 40.78% compared to the previous period. The average number of circulating shares per person decreased by 28.96% to 4,712 shares [2]. - Among the top ten circulating shareholders, the "Zhaoshang Quantitative Selected Stock Fund" ranks as the fifth largest with 929,500 shares, while "Xinao New Energy Industry Stock Fund" is the eighth largest with 745,700 shares, having decreased by 81,400 shares compared to the previous period [3]. Business Segmentation - The company's main business revenue composition includes 88.37% from consumer application scenario new energy solution products, 9.12% from energy storage application scenario new energy solution products, and 2.51% from other sources [1]. - Haopeng Technology is categorized under the Shenwan industry classification of electric power equipment - batteries - lithium batteries, and is involved in several concept sectors including sodium batteries, e-cigarettes, energy storage, solid-state batteries, and fast charging concepts [1].

Group 1 - The stock price of Weike Technology fell by 2.01% on September 12, trading at 6.81 CNY per share, with a total market capitalization of 3.603 billion CNY [1] - Year-to-date, Weike Technology's stock price has increased by 13.31%, but it has seen a decline of 8.59% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on July 2, where it recorded a net buy of -3.9362 million CNY [1] Group 2 - Weike Technology, established on July 28, 1993, and listed on June 9, 1998, is based in Ningbo, Zhejiang Province, and specializes in the research, production, and sales of consumer batteries and small power batteries [2] - The main revenue sources for Weike Technology include consumer polymer batteries (76.01%), small power batteries (14.18%), and aluminum shell batteries (3.45%) [2] - As of June 30, the number of shareholders increased by 18.74% to 61,400, while the average circulating shares per person decreased by 15.78% to 8,613 shares [2] Group 3 - Weike Technology has distributed a total of 214 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]

Company Overview - Tian Tong Holdings Co., Ltd. is located in Haining Economic Development Zone, Zhejiang Province, established on February 10, 1999, and listed on January 18, 2001 [2] - The company's main business includes the research, manufacturing, and sales of electronic materials (including magnetic materials, sapphire, piezoelectric crystals) and high-end equipment (including specialized equipment for crystal materials, powder materials, and semiconductor displays) [2] - The revenue composition of the main business is as follows: 86.57% from electronic materials sales, 9.38% from specialized equipment manufacturing and installation services, and 4.05% from material sales and others [2] Financial Performance - For the first half of 2025, Tian Tong Holdings achieved operating revenue of 1.584 billion yuan, a year-on-year increase of 1.00%, while the net profit attributable to shareholders decreased by 33.29% to 52.6073 million yuan [2] - The company has cumulatively distributed 623 million yuan since its A-share listing, with 186 million yuan distributed in the last three years [3] Stock Performance - As of September 12, Tian Tong Holdings' stock price was 10.69 yuan per share, with a market capitalization of 13.185 billion yuan [1] - The stock has increased by 51.03% year-to-date, but has seen a decline of 11.65% over the last five trading days [1] - The company has appeared on the trading leaderboard three times this year, with the most recent instance on September 8, where it recorded a net buy of -156 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 89,200, a decrease of 1.94% from the previous period, while the average circulating shares per person increased by 1.98% to 13,826 shares [2] - Notable institutional shareholders include Southern CSI 1000 ETF, holding 11.3922 million shares, and Hong Kong Central Clearing Limited, holding 10.5940 million shares, both of which increased their holdings compared to the previous period [3]