锂电池概念
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收评:沪指涨1.19% 芯片、锂电池概念股爆发
Jing Ji Wang· 2025-12-17 07:39
编辑:何颖曦 盘面上,芯片概念午后爆发,英维克、环旭电子、长飞光纤等多股涨停;锂电池概念大涨,盛新锂 能、大中矿业等涨停;沐曦股份上市首日收涨692.95%,股价报829.9元/股。另外,零售概念、保险、 旅游、证券等板块涨幅居前,海南自贸概念、商业航天概念、造纸、煤炭等板块跌幅居前。 中国经济周刊-经济网讯 截至收盘,上证指数报3870.28点,涨幅1.19%,成交额7668.21亿元;深证 成指报13224.51点,涨幅2.40%,成交额10443.25亿元;创业板指报3175.91点,涨幅3.39%,成交额 4885.38亿元。 ...
收评:三大指数集体反弹 芯片、锂电池概念股爆发
Zheng Quan Shi Bao Wang· 2025-12-17 07:17
人民财讯12月17日电,今日三大指数早盘维持震荡,午后集体走强。截至收盘,沪指涨1.19%,深证成 指涨2.4%,创业板指涨3.39%。盘面上,芯片概念午后爆发,英维克、环旭电子、长飞光纤等多股涨 停;锂电池概念大涨,盛新锂能、大中矿业等涨停;沐曦股份上市首日收涨692.95%,股价报829.9元/ 股。另外,零售概念、保险、旅游、证券等板块涨幅居前,海南自贸概念、商业航天概念、造纸、煤炭 等板块跌幅居前。全市场约3600只个股上涨,总成交额逾1.8万亿元。 (原标题:收评:三大指数集体反弹 芯片、锂电池概念股爆发) ...
港股早评:三大指数小幅高开,科技股普遍反弹,油价走低石油股下跌
Ge Long Hui· 2025-12-17 01:29
美股11月非农就业人数高于预期,隔夜美股涨跌不一,中概指数跌0.34%。连续下跌的港股三大指数高 开,恒指涨0.03%,国指涨0.12%,恒生科技指数涨0.09%。大型科技股普遍高开飘红,锂电池股、新消 费概念股,黄金股、电子消费概念股普涨,隔夜美股特斯拉创新高,特斯拉概念股齐涨。另外,国际油 价走低,石油股下跌。(格隆汇) (原标题:港股早评:三大指数小幅高开,科技股普遍反弹,油价走低石油股下跌) ...
捷邦科技涨1.44%,成交额1.30亿元,近5日主力净流入2201.79万
Xin Lang Cai Jing· 2025-12-16 07:45
Core Viewpoint - The company, Jieban Technology, is experiencing growth in its liquid cooling server business and has significant reliance on major clients like Foxconn and Apple, while also benefiting from the depreciation of the Chinese yuan. Group 1: Company Performance - Jieban Technology's stock increased by 1.44% with a trading volume of 1.30 billion yuan and a market capitalization of 74.32 billion yuan [1] - The company reported a revenue of 962 million yuan for the first nine months of 2025, representing a year-on-year growth of 62.04%, but incurred a net loss of 12.58 million yuan, a decrease of 1762.51% 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 revenue in recent periods [2] - A significant portion of the company's products is used in Apple laptops and tablets, with sales to Apple products making up 85.22%, 77.95%, and 81.27% of revenue [2] Group 3: Market and Financial Analysis - The company's overseas revenue accounted for 67.79% in the 2024 annual report, benefiting from the depreciation of the yuan [3] - The average trading cost of the stock is 111.67 yuan, with the stock price nearing a support level of 101.00 yuan [6] - The main capital inflow today was 6.79 million yuan, with a net inflow of 10.36 million yuan over the last three days [5]
开创电气跌2.58%,成交额3900.38万元,今日主力净流入-41.05万
Xin Lang Cai Jing· 2025-12-16 07:45
Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., is experiencing fluctuations in stock performance and is focusing on expanding its lithium battery product line and e-commerce sales, while also benefiting from the depreciation of the RMB [2][6]. Group 1: Company Performance - On December 16, Kaichuang Electric's stock fell by 2.58%, with a trading volume of 39.0038 million yuan and a market capitalization of 6.088 billion yuan [1]. - For the period from January to September 2025, the company reported a revenue of 490 million yuan, a year-on-year decrease of 12.96%, and a net profit attributable to shareholders of -10.4633 million yuan, a year-on-year decrease of 119.10% [6]. - The company has distributed a total of 67.12 million yuan in dividends since its A-share listing [7]. Group 2: Market and Industry Analysis - The company has developed 20 new lithium battery products in 2023, gaining recognition from clients such as Bosch and Harbor Freight Tools, with lithium battery sales currently accounting for less than 10% of total revenue, indicating significant growth potential [2]. - The company's overseas revenue accounted for 91.85% of total revenue, benefiting from the depreciation of the RMB [2]. - Kaichuang Electric has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [2]. - The company has been expanding its e-commerce business since 2018, with online sales revenue increasing by 58.64% year-on-year in 2024 [2]. Group 3: Technical Analysis - The average trading cost of the stock is 60.15 yuan, with the current stock price fluctuating between a resistance level of 60.34 yuan and a support level of 53.82 yuan, suggesting potential for range trading [5]. - The main capital inflow for the stock today was -410,500 yuan, with a net inflow of -7.4172 million yuan over the last three days, indicating a trend of capital reduction [4].
开创电气涨3.34%,成交额1.10亿元,近3日主力净流入559.07万
Xin Lang Cai Jing· 2025-12-10 07:48
来源:新浪证券-红岸工作室 12月10日,开创电气涨3.34%,成交额1.10亿元,换手率3.69%,总市值64.77亿元。 异动分析 锂电池概念+人民币贬值受益+专精特新+跨境电商 1、据2024年5月8日互动易:2023 年公司开发锂电新产品 20 款,受到博世、Harbor Freight Tools 等客户 的认可。公司目前锂电产品的销售占比,不到总销售收入的 10%,还有很大的提升空间。谢谢! 2、根据2024年年报,公司海外营收占比为91.85%,受益于人民币贬值。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号,是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业,对于提升中小企 业自身的竞争力,以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 4、根据2025年7月4日互动易:公司于2018年开始布局电商业务。先后在金华、杭州、深圳成立跨境电 商公司,通过亚马逊及其他电商平台推广及销售公司自主品牌电动工具及其他品类产品。2024年公司线 上销售收入同比增长58.64%。 (免责 ...
开创电气跌0.68%,成交额5832.36万元,近3日主力净流入279.53万
Xin Lang Cai Jing· 2025-12-09 07:48
Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., is experiencing challenges with declining revenue and net profit, while also benefiting from its position in the lithium battery sector and cross-border e-commerce [2][6]. Company Overview - Zhejiang Kaichuang Electric Co., Ltd. was established on December 28, 2015, and went public on June 19, 2023. The company specializes in the research, design, production, and sales of handheld electric tools and core components, with 99.46% of its revenue coming from electric tools [6]. - As of November 28, the company had 5,504 shareholders, a decrease of 4.11% from the previous period, with an average of 8,772 circulating shares per shareholder, an increase of 4.29% [6]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 490 million yuan, a year-on-year decrease of 12.96%, and a net profit attributable to shareholders of -10.46 million yuan, a decline of 119.10% [6]. - The company has distributed a total of 67.12 million yuan in dividends since its A-share listing [7]. Market Position and Trends - The company has developed 20 new lithium battery products in 2023, gaining recognition from clients such as Bosch and Harbor Freight Tools. Currently, sales from lithium battery products account for less than 10% of total revenue, indicating significant growth potential [2]. - The company has a high overseas revenue ratio of 91.85%, benefiting from the depreciation of the RMB [2]. - The company has been recognized as a "specialized and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [2]. Sales and E-commerce - The company began its e-commerce operations in 2018, establishing cross-border e-commerce companies in Jinhua, Hangzhou, and Shenzhen. Online sales revenue increased by 58.64% year-on-year in 2024 [2]. Technical Analysis - The average trading cost of the company's shares is 59.90 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak. The current stock price is near a resistance level of 60.34 yuan, indicating potential for a price correction if this level is not surpassed [5]. Capital Flow - On the latest trading day, the main capital inflow was 1.4487 million yuan, accounting for 0.02% of total trading volume, with the industry ranking at 46 out of 245. The main capital trend is not clearly defined [3][4].
华宝新能涨0.80%,成交额4911.22万元,今日主力净流入181.99万
Xin Lang Cai Jing· 2025-12-08 09:57
1、2023年9月8日互动易:公司便携太阳能产品均使用BC类电池,目前采用全球最先进的IBC电池技 术,拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易:公司与中比新能源达成战略合作,将依托双方的行业技术优势,共同开发钠 离子电池,探索钠离子电池在终端产品的应用。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售, 属于锂电池储能行业。 来源:新浪证券-红岸工作室 12月8日,华宝新能涨0.80%,成交额4911.22万元,换手率1.14%,总市值98.28亿元。 异动分析 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 4、自2011年成立以来,公司一直聚焦于锂电池储能领域。在设立之初,公司以充电宝的ODM业务为 主,随着业务的持续发展,公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深, 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源,拓展了包括特斯拉、宝马、超霸 电池、DSG、ClasOhlson等知名客户,产供销体系日益完善,公司实力逐步增强。 5、根据2024年年报,公司海外营收占比为95.09%,受益于人民币贬值。 (免责声明 ...
港股收评:恒指涨0.58%,保险股大涨,航空股走低
Ge Long Hui· 2025-12-05 08:32
港股三大指数午后持续拉升转涨,全天呈现低开高走的单边行情,市场情绪持续回升。截止收盘,恒生指数涨0.58%再度站上26000点,国企指数、恒生科 技指数分别上涨1.01%及0.84%。本周,恒指累涨0.87%,国指累涨0.75%,恒生科技指数累涨1.13%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | 5日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 800000 | TURES AND 恒生指数 | @ | 26085.08 | +149.18 | 0.58% | 0.87% | | 800100 | 国企指数 | | 9198.30 | +91.82 | 1.01% | 0.75% | | 800700 | 恒生科技指数 | | 5662.46 | +47.03 | 0.84% | 1.13% | 盘面上,午后大部分权重科技股拉升上涨,尤其是百度午后开盘直线涨近8%收涨5%;同时大金融股(保险、银行、券商)拉升助力大市上行,金融监管总局 调整保险公司投资相关股票的风险因子,保险股涨幅最为明显;铜、铝、黄金等有色金属股继续活跃;新 ...
华宝新能涨0.96%,成交额4268.50万元,近3日主力净流入-967.75万
Xin Lang Cai Jing· 2025-12-05 07:35
Core Viewpoint - The company, Huabao New Energy, is experiencing growth in its portable solar energy products and has strategic partnerships to develop sodium-ion batteries, benefiting from the depreciation of the RMB and a strong focus on lithium battery storage products [2][3]. Company Overview - Huabao New Energy, established on July 25, 2011, focuses on the research, production, and sales of lithium battery storage products, with portable storage products constituting 77.46% of its revenue [7]. - The company has developed a strong supply chain with high-quality suppliers such as Panasonic and LG Chem, and has expanded its customer base to include well-known brands like Tesla and BMW [2][7]. - As of September 30, 2025, the company reported a revenue of 2.942 billion yuan, a year-on-year increase of 37.95%, while net profit attributable to shareholders decreased by 10.62% to 143 million yuan [7]. Financial Performance - The company's overseas revenue accounts for 95.09% of total revenue, benefiting from the depreciation of the RMB [3]. - The company has distributed a total of 378 million yuan in dividends since its A-share listing [8]. Market Activity - On December 5, the stock price of Huabao New Energy increased by 0.96%, with a trading volume of 42.685 million yuan and a turnover rate of 1.01%, leading to a total market capitalization of 9.75 billion yuan [1]. - The stock has seen a net outflow of 2.0101 million yuan from major investors today, with a continuous reduction in major funds over the past three days [4][5]. Technical Analysis - The average trading cost of the stock is 64.08 yuan, with recent reductions in holdings slowing down; the current stock price is approaching a resistance level of 57.52 yuan, indicating potential for a price correction if this level is not surpassed [6].