Group 1 - The company is currently in the early stages of its solid-state battery materials project, focusing on deep design of construction drawings, land surveying, and equipment manufacturer assessments [1] - The first phase of the project is based on self-developed technology and is in the process of industrialization [1] - The second and third phases of the project will require re-filing according to government regulations, with land reserves being aligned with the company's strategic planning and market demand [1]

编辑：何颖曦 盘面上，半导体板块大涨，神工股份、长川科技等涨停。存储芯片概念走强，江丰电子、通富微电 等涨停。光刻机概念震荡拉升，张江高科、华软科技等涨停。房地产板块走高，云南城投、渝开发等涨 停。固态电池概念活跃，恩捷股份、中国宝安等涨停。机器人概念走强，中创智领、上纬新材、豪能股 份等多股涨停。证券板块盘中异动拉升，湘财股份涨停。半导体、互联网、电气设备、软件服务等板块 涨幅居前；通信设备、旅游、酒店餐饮、银行等板块跌幅居前。 中国经济周刊-经济网讯 A股三大指数今日集体上涨，截至收盘，上证指数报3853.64点，涨幅 0.83%，成交额10157.08亿元；深证成指报13356.14点，涨幅1.80%，成交额13110.76亿元；创业板指报 3185.57点，涨幅2.28%，成交额6285.21亿元。 ...

人民财讯9月24日电，恩捷股份（002812）9月24日在互动平台表示，公司目前硫化锂的中试产线已经搭 建完成，正在产能爬坡中，目前硫化锂以自供为主，同时也在送样下游客户，小批量出货。公司会密切 关注行业技术发展和动态，稳步推进公司全固态电池材料的拓展。 ...

人民财讯9月24日电，今日三大指数低开高走，截至收盘，沪指涨0.83%，深证成指涨1.8%，创业板指 涨2.28%。盘面上，半导体板块大涨，神工股份、长川科技等涨停。存储芯片概念走强，江丰电子、通 富微电等涨停。光刻机概念震荡拉升，张江高科、华软科技等涨停。房地产板块走高，云南城投、渝开 发等涨停。固态电池概念活跃，恩捷股份、中国宝安等涨停。机器人概念走强，中创智领、上纬新材、 豪能股份等多股涨停。证券板块盘中异动拉升，湘财股份涨停。半导体、互联网、电气设备、软件服务 等板块涨幅居前；通信设备、旅游、酒店餐饮、银行等板块跌幅居前。沪深北三市超4400股飘红，成交 额2.34万亿元。 转自：证券时报 ...

北京利尔今年以来股价涨109.90%，近5个交易日跌1.80%，近20日涨29.99%，近60日涨56.74%。 今年以来北京利尔已经1次登上龙虎榜，最近一次登上龙虎榜为5月13日，当日龙虎榜净买入-1946.58万 元；买入总计5978.88万元 ，占总成交额比9.70%；卖出总计7925.46万元 ，占总成交额比12.86%。 9月24日，北京利尔盘中上涨2.07%，截至14:12，报9.84元/股，成交1.77亿元，换手率1.60%，总市值 117.14亿元。 资金流向方面，主力资金净流入1404.22万元，特大单买入776.89万元，占比4.40%，卖出135.53万元， 占比0.77%；大单买入4545.04万元，占比25.73%，卖出3782.19万元，占比21.41%。 资料显示，北京利尔高温材料股份有限公司位于北京市昌平区小汤山工业园，成立日期2000年11月8 日，上市日期2010年4月23日，公司主营业务涉及钢铁、有色、石化、建材等工业用耐火材料的生产和 销售,并承担高温热工窑炉和装备的耐火材料设计、研发、配置、制造、配套、安装、施工、使用、维 护与技术服务为一体的"全程在线服务"的整体承 ...

Core Viewpoint - The stock of Ruifeng High Materials has shown a mixed performance in recent months, with a year-to-date increase of 13.09% but a decline of 7.91% over the last five trading days, indicating potential volatility in investor sentiment [2]. Group 1: Stock Performance - As of September 24, Ruifeng High Materials' stock price increased by 2.00% to 10.71 CNY per share, with a trading volume of 62.76 million CNY and a turnover rate of 3.05%, resulting in a total market capitalization of 2.682 billion CNY [1]. - The stock has experienced a year-to-date increase of 13.09%, but has seen declines of 7.91% over the last five trading days, 2.64% over the last 20 days, and 7.43% over the last 60 days [2]. Group 2: Company Overview - Ruifeng High Materials, established on October 26, 2001, and listed on July 12, 2011, is located in Yiyuan County, Zibo City, Shandong Province. The company specializes in the research, production, and sales of ACR processing aids, MBS impact modifiers, and MC impact modifiers [2]. - The revenue composition of the company includes ACR aids (45.48%), MBS impact modifiers (38.40%), MC impact modifiers (8.97%), engineering plastic aids (6.68%), and others (0.47%) [2]. - The company belongs to the Shenwan industry classification of basic chemicals - plastics - other plastic products, and is associated with concepts such as micro-cap stocks, synthetic biology, small-cap, biodegradable materials, and solid-state batteries [2]. Group 3: Financial Performance - For the period from January to June 2025, Ruifeng High Materials reported a revenue of 1.006 billion CNY, reflecting a year-on-year growth of 2.62%. However, the net profit attributable to shareholders decreased by 52.57% to 10.80 million CNY [2]. - The company has distributed a total of 171 million CNY in dividends since its A-share listing, with cumulative distributions of 37.56 million CNY over the past three years [3]. Group 4: Shareholder Information - As of August 29, the number of shareholders of Ruifeng High Materials was 17,800, a decrease of 7.74% from the previous period, with an average of 10,923 circulating shares per shareholder, which is an increase of 8.39% [2].

分红方面，山东章鼓A股上市后累计派现5.90亿元。近三年，累计派现9360.40万元。 机构持仓方面，截止2025年6月30日，山东章鼓十大流通股东中，招商量化精选股票发起式A （001917）退出十大流通股东之列。 今年以来山东章鼓已经5次登上龙虎榜，最近一次登上龙虎榜为8月20日，当日龙虎榜净买入-327.49万 元；买入总计5587.39万元 ，占总成交额比6.64%；卖出总计5914.87万元 ，占总成交额比7.03%。 资料显示，山东省章丘鼓风机股份有限公司位于山东省济南市章丘区明水经济开发区世纪大道东首，成 立日期1991年5月24日，上市日期2011年7月7日，公司主营业务涉及罗茨鼓风机、离心鼓风机、气力输 送成套系统、磨机、渣浆泵等机械产品设计、加工制造、销售、服务。主营业务收入构成为：风机 55.53%，渣浆泵20.48%，水处理20.03%，电气设备2.58%，其他业务收入1.34%，气力输送0.04%。 山东章鼓所属申万行业为：机械设备-通用设备-其他通用设备。所属概念板块包括：小盘、可降解、锌 电池、固态电池、污水处理等。 截至9月10日，山东章鼓股东户数5.53万，较上期增加18.0 ...

Company Overview - Bozhong Precision Engineering Co., Ltd. is located in Wujiang Economic and Technological Development Zone, Jiangsu Province, and was established on September 22, 2006. The company was listed on May 12, 2021. Its main business includes the research, design, production, sales, and technical services of automation equipment, flexible production lines, key automation components, and tooling fixtures. It also provides overall solutions for digital factories [1][2]. Financial Performance - For the first half of 2025, Bozhong Precision achieved operating revenue of 1.876 billion yuan, representing a year-on-year growth of 2.34%. The net profit attributable to the parent company was 163 million yuan, showing a significant year-on-year increase of 69.69% [2]. - Since its A-share listing, the company has distributed a total of 158 million yuan in dividends [3]. Stock Performance - As of September 24, Bozhong Precision's stock price increased by 2.00%, reaching 38.76 yuan per share, with a trading volume of 186 million yuan and a turnover rate of 1.10%. The total market capitalization is 17.312 billion yuan [1]. - The stock has seen a year-to-date increase of 48.45%, with a 2.68% rise over the last five trading days, an 8.57% increase over the last 20 days, and a 41.05% increase over the last 60 days [1]. Shareholder Information - As of September 19, the number of shareholders of Bozhong Precision reached 10,600, an increase of 5.18% from the previous period. The average circulating shares per person decreased by 4.93% to 42,017 shares [2]. - As of June 30, 2025, the top ten circulating shareholders included Huaxia CSI Robot ETF, which holds 2.9999 million shares as a new shareholder [3]. Industry Context - Bozhong Precision operates within the mechanical equipment sector, specifically in the automation equipment category. It is associated with various concept sectors, including lithium batteries, Apple supply chain, CATL concepts, solid-state batteries, and new energy vehicles [2].

Group 1 - Tianqi Lithium's stock price increased by 2.03% on September 24, reaching 43.69 CNY per share, with a trading volume of 1.209 billion CNY and a market capitalization of 71.705 billion CNY [1] - Year-to-date, Tianqi Lithium's stock price has risen by 32.39%, with a recent decline of 2.46% over the last five trading days [1] - The company has appeared on the trading leaderboard twice this year, with the most recent net purchase of 381 million CNY on August 11 [1] Group 2 - Tianqi Lithium's main business includes the production and sales of lithium concentrate products and lithium compounds, with revenue composition of 50.54% from lithium compounds and derivatives, and 49.25% from lithium ore [1] - As of June 30, 2025, Tianqi Lithium reported a revenue of 4.833 billion CNY, a year-on-year decrease of 24.71%, while net profit attributable to shareholders increased by 101.62% to 84.41 million CNY [2] - The company has distributed a total of 7.868 billion CNY in dividends since its A-share listing, with 7.137 billion CNY distributed in the last three years [3] Group 3 - Tianqi Lithium is classified under the non-ferrous metals sector, specifically in energy metals and lithium, with involvement in various concept sectors including fertilizers, lithium extraction from salt lakes, solid-state batteries, lithium batteries, and battery recycling [2] - As of June 30, 2025, the number of shareholders decreased to 270,800, with an average of 5,451 circulating shares per person, an increase of 6.45% [2] - The top ten circulating shareholders include significant institutional investors, with notable increases in holdings from several ETFs [3]

Company Overview - Dingsheng New Materials Co., Ltd. is located in Zhenjiang, Jiangsu Province, established on August 12, 2003, and listed on April 18, 2018. The company specializes in the research, production, and sales of aluminum foil, with main business revenue composition: aluminum foil products 85.57%, aluminum plates and strips 12.80%, and others 1.64% [1][2]. Financial Performance - As of June 30, 2025, Dingsheng New Materials achieved operating revenue of 13.314 billion yuan, representing a year-on-year growth of 15.94%. The net profit attributable to shareholders was 188 million yuan, with a year-on-year increase of 2.33% [2]. - The company has distributed a total of 949.7 million yuan in dividends since its A-share listing, with 720 million yuan distributed over the past three years [3]. Stock Performance - On September 24, Dingsheng New Materials' stock price increased by 2.01%, reaching 10.68 yuan per share, with a trading volume of 171 million yuan and a turnover rate of 1.75%. The total market capitalization is 9.925 billion yuan [1]. - Year-to-date, the stock price has risen by 21.50%, with a decline of 5.65% over the last five trading days, a 9.09% increase over the last 20 days, and a 16.09% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders is 45,500, a decrease of 7.03% from the previous period. The average circulating shares per person increased by 8.91% to 20,420 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest shareholder, holding 8.8482 million shares as a new shareholder [3]. Industry Context - Dingsheng New Materials operates within the non-ferrous metals industry, specifically in the industrial metals-aluminum sector. The company is associated with concepts such as green packaging, solid-state batteries, lithium batteries, battery foils, and the Ningde Times concept [1].