9月24日，滨江集团盘中上涨2.00%，截至09:52，报12.22元/股，成交9566.99万元，换手率0.30%，总市 值380.22亿元。 资金流向方面，主力资金净流入407.83万元，特大单买入106.88万元，占比1.12%，卖出0.00元，占比 0.00%；大单买入1611.62万元，占比16.85%，卖出1310.67万元，占比13.70%。 滨江集团今年以来股价涨43.29%，近5个交易日涨6.35%，近20日涨18.99%，近60日涨30.17%。 资料显示，杭州滨江房产集团股份有限公司位于浙江省杭州市庆春东路38号，成立日期1996年8月22 日，上市日期2008年5月29日，公司主营业务涉及房地产开发和销售。主营业务收入构成为：房产销售 98.93%，房产租赁0.44%，房产项目管理服务0.34%，酒店管理服务0.27%，其他0.02%。 滨江集团所属申万行业为：房地产-房地产开发-住宅开发。所属概念板块包括：房屋租赁、固态电池、 融资融券、中盘、特色小镇等。 截至9月20日，滨江集团股东户数2.92万，较上期增加0.00%；人均流通股92083股，较上期增加0.00%。 2025年1月 ...

9月24日，赛力斯盘中上涨2.03%，截至09:51，报144.88元/股，成交15.73亿元，换手率0.74%，总市值 2366.42亿元。 资金流向方面，主力资金净流出792.18万元，特大单买入1.46亿元，占比9.29%，卖出1.90亿元，占比 12.07%；大单买入3.64亿元，占比23.16%，卖出3.28亿元，占比20.89%。 机构持仓方面，截止2025年6月30日，赛力斯十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股5483.17万股，相比上期增加1394.71万股。华夏上证50ETF（510050）位居第六大流通股 东，持股1604.61万股，相比上期增加223.49万股。华泰柏瑞沪深300ETF（510300）位居第七大流通股 东，持股1458.62万股，相比上期增加226.62万股。易方达沪深300ETF（510310）位居第十大流通股 东，持股1039.27万股，相比上期增加171.27万股。 责任编辑：小浪快报 赛力斯所属申万行业为：汽车-乘用车-电动乘用车。所属概念板块包括：高派息、百元股、固态电池、 智能汽车、新能源等。 截至6月30日，赛力斯股东户数17.75 ...

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好，1、淮安基地投产的半固态电池产线，是否 已完成商业化落地，产固态圆柱电池其能量密度在业内是什么水平，产品主要供应哪个领域？ 2、公司 在全固态电池领域目前有哪些布局，技术路线成熟度如何，相较于业内宁德、亿纬、国轩等头部企业的 高投入研发，贵公司的固态电池产品是否具有竞争力，或者有其他产业化方向？ 蔚蓝锂芯（002245.SZ）9月24日在投资者互动平台表示，公司张家港基地的半固态电池有小批量出货。 公司锂电池产品主要聚焦于小型动力系统，不同于大部分应用于汽车领域的锂电池厂商。 ...

Company Insights - TSMC plans to increase prices for its 2nm process by at least 50% compared to the 3nm process, leading to a stock price increase of 5% overnight, closing up 3.7% [1] - Micron's revenue surged by 46% in the last quarter, with EPS doubling and guidance for the upcoming quarter indicating over 40% year-on-year growth, leading to a stock price increase of over 4% in after-hours trading [2] - Tianpu Co., a stock that has seen 15 consecutive trading increases, announced a suspension for further verification due to significant deviation from its fundamentals, warning investors of market risks [4] Industry Trends - The penetration rate of combination driving assistance systems in the passenger car market has exceeded 60%, indicating a strong growth potential for related components and technology providers [9] - China's monthly electricity consumption has surpassed 1 trillion kilowatt-hours for two consecutive months, suggesting a stable demand for long-duration assets like hydropower and nuclear power [10] - The solid-state battery industry is expected to see accelerated development, with a potential industrialization milestone by 2027, driven by collaboration between automakers and battery manufacturers [11]

Group 1: Government Bonds and Regulations - The Ministry of Finance plans to issue a 91-day discount bond (60th issue) with a total competitive bidding face value of 30 billion yuan, starting interest calculation on September 25, 2025, and maturing on December 25, 2025 [1][2] - The State Administration for Market Regulation announced that the "Live E-commerce Supervision Management Measures" will be officially introduced soon, aiming to enhance the regulatory framework for live e-commerce platforms [2] Group 2: Electric Power and Energy Sector - In August 2025, China's total electricity consumption reached 1,015.4 billion kWh, marking a year-on-year increase of 5.0%, with two consecutive months exceeding 1 trillion kWh [4] - China’s electricity sector is recommended for investment, particularly in hydropower and nuclear power assets, due to stable operations and potential for valuation expansion [4] Group 3: Automotive Industry - In August 2025, retail sales of heavy trucks reached 67,600 units, a year-on-year increase of 65.65%, with cumulative sales from January to August at 491,700 units, up 24.92% [2] - China's new energy vehicle exports in August 2025 reached 315,000 units, an increase of 83%, with a total of 2.02 million units exported from January to August, up 51% [5][6] Group 4: Battery Technology - The 7th High Energy Density Solid-State Battery Key Materials Technology Conference was held, focusing on advancements in solid-state battery technology and its industrialization [7] - The solid-state battery industry is expected to see significant progress, with mass production anticipated by 2027, driven by collaboration between automakers and battery manufacturers [7] Group 5: Pharmaceutical and Biotechnology - Sinovac Biotech's interferon α1b inhalation solution has been included in the list of breakthrough therapeutic products, aimed at pediatric use [8] - Yabao Pharmaceutical has received approval for clinical trials of a new drug for pediatric cough variant asthma, indicating ongoing innovation in the pharmaceutical sector [12] Group 6: Market Trends and Investment Opportunities - The number of STAR Market ETFs has reached 102, with a total scale nearing 280 billion yuan, indicating strong market interest and potential for growth in technology-focused investments [13][14] - The OECD has revised its global economic growth forecast for 2025 to 3.2%, reflecting a positive outlook for economic recovery [3]

1. Report Industry Investment Rating - No information is provided regarding the industry investment rating in the report. 2. Core Viewpoints of the Report - The company has been facing challenges such as a broken - issue stock price and low gross profit margins. However, it has taken a series of measures to improve its situation. Through actions like mergers, share repurchases, and dividends, it has initiated market value management. The company aims to enhance its internal value, strengthen value transmission, make good use of capital tools, and adapt to the market environment. It also plans to focus on head - customers, expand overseas markets, reduce costs, and increase efficiency to achieve profitability and sustainable development [24][29][33]. 3. Summary According to Relevant Catalogs 3.1. Research Basic Situation - The research object is Yuchen Intelligent, and the reception time was on September 23, 2025. The listed company's reception staff included the chairman, manager Zhang Hanhong, director and board secretary Ye Yuling, financial director Zhu Shunzhang, and independent director Zeng Xiaosheng [17]. 3.2. Detailed Research Institutions - The reception objects included investors and others, and the reception object type was not fully specified [20]. 3.3. Research Institution Proportion - No information is provided in the report. 3.4. Main Content Data 3.4.1. Market Value Management - The company has carried out market value management through mergers, share repurchases, and dividends. In the next stage, it will strengthen market value management by enhancing internal value, such as focusing on the main business, technological innovation, and cost - reduction; strengthening value transmission through investor communication and information disclosure; using capital tools like employee stock incentives and mergers; and adapting to the market environment by following policies [24][25][26]. 3.4.2. Overseas Business - Overseas business is an important contributor to the company's performance recovery. About 30% of the company's disclosed orders are from overseas. The company will expand its overseas business scale to improve overall profitability [26]. 3.4.3. Solid - State Battery Layout - The company is tracking the industrialization of new battery technologies and has a core product that can be applied to new battery manufacturing. It has established a R & D mechanism to develop key technologies for new batteries [27]. 3.4.4. Photovoltaic Project - The company signed a cooperation agreement with Xinyuan Jinwu and won a bid for a photovoltaic project worth about RMB 29.6 million. The project is the world's first full - color micro - coating equipment production line for photovoltaic [27][28]. 3.4.5. Gross Profit Margin Improvement - The company's low gross profit margin is due to factors such as order pricing and lack of scale effect. It will reduce costs through digital transformation, supplier management, and cost control, and increase efficiency through R & D innovation and market expansion [29][30]. 3.4.6. R & D Results Application - The company's core technologies are mainly applied in the lithium - battery field and will be promoted to other industries to expand the performance growth curve [30]. 3.4.7. Order Revenue - The amount of orders that can be recognized as this year's revenue depends on the customer's acceptance progress, and the specific data will be announced later [31]. 3.4.8. Customer Cooperation and Expansion - The company has established cooperation with many battery companies. New customer expansion mainly focuses on overseas customers, and the number of overseas customers has increased significantly [32]. 3.4.9. Factory Operation - The Zhongshan production base has been put into operation, which can improve production efficiency and reduce costs. However, there is still room for improvement in overall production efficiency [32][33]. 3.4.10. Loss - Turning Measures - The company's loss is due to low order gross profit margins and lack of scale effect. It will focus on head - customers, expand overseas markets, reduce costs, and increase efficiency to achieve profitability [33][34]. 3.4.11. Acquisition of Jiayang Battery - Jiayang Battery's operation remained stable in the first half of the year. Despite being affected by overseas tariff policies, the overall risk is controllable, and it has become a stable profit contributor to the company [34][35].

Power Industry - In August, China's total electricity consumption reached 10,154 billion kWh, a year-on-year increase of 5.0%, marking the second consecutive month of exceeding 1 trillion kWh [1] - CITIC Securities suggests that sustained high electricity consumption supports the allocation of long-term assets like hydropower and nuclear power, which have stable operations and potential for valuation expansion [1] New Energy Vehicles - In the first eight months of 2025, China's new energy vehicle exports reached 202,000 units, a year-on-year increase of 51%, significantly higher than the 24% growth in the same period of 2024 [2] - The growth in exports is driven by plug-in hybrid and hybrid vehicles, particularly strong performance in the export of plug-in hybrid pickups [2] Solid-State Batteries - The 7th High Energy Density Solid-State Battery Key Materials Technology Conference was held, focusing on solid electrolytes, electrode materials, and industrialization progress [3] - Guotai Junan Securities indicates that the industrialization of solid-state batteries is accelerating, with a collaborative model emerging between automakers and battery manufacturers [3] Copper Foil - Mitsui Mining & Smelting announced a price increase of approximately 15% for high-end electrolytic copper foil, confirming supply shortages driven by AI server demand [4] - The demand for HVLP copper foil is significantly higher due to AI servers, with Nvidia's new platform utilizing HVLP copper foil, indicating a sustained supply-demand gap [4] Nanorobots - A research team from the Chinese Academy of Sciences developed engineered nanomarkers that can precisely identify cancer cells, marking a breakthrough in cancer immunotherapy [5] - This technology transforms traditional observation tools into precise treatment tools, offering advantages such as accurate cancer cell identification and activation of the immune system [5] Manufacturing Measurement - The State Administration for Market Regulation and the Ministry of Industry and Information Technology are soliciting projects to support the development of new industrial productivity for 2025 [6] - The Chinese manufacturing measurement market is expected to exceed 150 billion RMB by 2025, with a compound annual growth rate (CAGR) of over 10% [6] Superconductors - Researchers at the Chinese Academy of Sciences developed a new technology for producing iron-based superconducting wires, achieving record performance metrics [7] - Iron-based superconductors exhibit strong magnetic field resistance and stability, showing potential applications in high-energy particle accelerators and controlled nuclear fusion devices [7] Macro and Industry News - The penetration rate of combination driving assistance systems in the passenger car market exceeds 60% [8] - China's monthly electricity consumption has exceeded 1 trillion kWh for two consecutive months, marking a significant milestone [8]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 今天的市场，盘中一度全线跳水，所幸尾盘拉升，跌幅收窄。创业板指数一度跌2%，尾盘翻 红！ 跟大家分析一下跳水的原因。 盘中跳水，尾盘拉升 9月23日，A股市场全天探底回升，三大指数涨跌互现。截至收盘， 沪指跌0.18%，深成指跌 0.29%，创业板指涨0.21%。 | 90 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | --- | | | | 601398 工商银行 | R | 3.06 | 7.40 | | | 601939 | 建设银行 | R | 3.03 | 8.85 | | | 601288 | 农业银行 | R | 2.47 | 6.65 | | | 601328 | 交通银行 | R | 1.91 | 6.94 | | | 601988 | 中国银行 | R | 1.73 | 5.30 | | | 600036 | 招商银行 | R | 1.54 | 41.55 | | | 601658 | 邮储银行 | R | 1. ...

倒计时44天 CINE2025固态电池展暨固态电池行业年会 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 活动时间： 2025年11月6-8日 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 硅基负极备受关注 当年正值全球能源转型的关键阶段，锂电池 / 风电 / 光伏 / 储能 / 新能源汽车等代表产品在全球各地普及，这其中锂电池就是运转各个新能 源相关终端产品的纽带，锂电池以及未来新势力钠电池和固态电池的相关产业链自然成了资本市场关注的重点区域。 今年上半年锂 / 钠电池产业链融资新闻层出不穷，所涉及的金额少则几百万元人民币，多则数千万美元，所涉及范围涵盖上下游各个环节， 相关企业超过 20 家。 进入第三季度， 7 月份也有一波新能源融资浪潮，涉及到锂电池、光伏、氢能三大板块，且硅基负极、固态电解质等企业居多，复合集流体 也有企业获得融资（博恒材料）。 8 月份融资企业相对少了一些，主要有四川物科金硅 ...

Market Overview - On September 24, 2023, the A-share market experienced a historic surge following the release of a series of policy measures, with the Shanghai Composite Index rising by 1000 points in just a few trading days, marking the beginning of the current bull market [1] - As of the anniversary, several indices, including the Chuanpan Index, Sci-Tech 50, North Exchange 50, and Micro Index, have seen gains exceeding 100% [1] Sector Performance - The bull market has been characterized by a rotation among sectors such as robotics, semiconductors, and innovative pharmaceuticals, leading to a structural bull market [2] - The total market capitalization of A-shares has surpassed 100 trillion yuan, with the electronic sector's market cap historically exceeding that of the banking sector, establishing it as the new market leader [2] - Over 1,000 stocks have doubled in value, with significant gains observed in sectors like machinery, electronics, power equipment, computers, automotive technology, chemicals, and biomedicine [2] Stock Characteristics - Stocks that have doubled in value typically have small market capitalizations, often below 5 billion yuan, and are associated with clear themes such as robotics, semiconductors, and innovative pharmaceuticals [3] - The market has seen a shift in the top five companies by market capitalization on the ChiNext board, moving from traditional sectors like banking and oil to new economy sectors like electronics and biomedicine [3] Investment Trends - There is a gradual shift of domestic savings towards the capital market, with foreign investment sentiment towards A-shares becoming increasingly positive [3] - Goldman Sachs maintains an overweight rating on A-shares and H-shares, predicting an 8% and 3% upside respectively over the next 12 months, driven by liquidity and inflation expectations [3] Regulatory Developments - The Chinese government has emphasized the importance of capital markets in supporting technological innovation, with over 90% of newly listed companies being tech-related [4] - The total market value of long-term funds held in A-shares has increased by 32% compared to the end of the 13th Five-Year Plan, reaching approximately 21.4 trillion yuan [4] Future Outlook - The regulatory framework for the capital market has been strengthened, focusing on long-term investment policies and enhancing cross-border investment convenience [5] - The market is expected to continue its upward trend, with a potential duration of two to four years for the current bull market, encouraging investors to maintain confidence and patience [7]