12月19日，璞泰来盘中上涨2.03%，截至10:30，报26.63元/股，成交1.89亿元，换手率0.34%，总市值 568.92亿元。 截至9月30日，璞泰来股东户数12.45万，较上期增加80.40%；人均流通股17159股，较上期减少 44.57%。2025年1月-9月，璞泰来实现营业收入108.30亿元，同比增长10.06%；归母净利润17.00亿元， 同比增长37.25%。 分红方面，璞泰来A股上市后累计派现21.96亿元。近三年，累计派现11.29亿元。 机构持仓方面，截止2025年9月30日，璞泰来十大流通股东中，香港中央结算有限公司位居第五大流通 股东，持股6798.75万股，相比上期减少2455.29万股。华夏能源革新股票A（003834）位居第八大流通 股东，持股1906.43万股，相比上期减少325.28万股。南方中证500ETF（510500）位居第九大流通股 东，持股1556.43万股，相比上期减少28.94万股。广发国证新能源车电池ETF（159755）位居第十大流 通股东，持股1129.91万股，为新进股东。东方新能源汽车主题混合（400015）退出十大流通股东之 列。 今年以 ...

Core Viewpoint - Huayou Cobalt's stock has shown significant growth this year, with a year-to-date increase of 118.86%, reflecting strong performance in the energy metal sector, particularly in lithium battery materials and cobalt products [1][2]. Group 1: Stock Performance - As of December 19, Huayou Cobalt's stock price reached 62.96 CNY per share, with a trading volume of 14.93 billion CNY and a market capitalization of 119.38 billion CNY [1]. - The stock has experienced a 2.01% increase during the trading session, with a net inflow of 85.58 million CNY from main funds [1]. - Over the past five trading days, the stock has risen by 2.83%, and over the past 20 and 60 days, it has increased by 5.50% and 24.50%, respectively [1]. Group 2: Financial Performance - For the period from January to September 2025, Huayou Cobalt reported a revenue of 58.94 billion CNY, marking a year-on-year growth of 29.57%, and a net profit attributable to shareholders of 4.22 billion CNY, up 39.59% year-on-year [2]. - The company has distributed a total of 3.88 billion CNY in dividends since its A-share listing, with 2.83 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Huayou Cobalt had 257,100 shareholders, an increase of 31.78% from the previous period, with an average of 7,328 shares held per shareholder, down 15.22% [2]. - Major shareholders include Hong Kong Central Clearing Limited, holding 148 million shares, and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with some increasing and decreasing their holdings [3].

资料显示，湖南裕能新能源电池材料股份有限公司位于湖南省湘潭市雨湖区鹤岭镇日丽路18号，成立日 期2016年6月23日，上市日期2023年2月9日，公司主营业务涉及公司是国内主要的锂离子电池正极材料 供应商,专注于锂离子电池正极材料研发、生产和销售。公司的主要产品包括磷酸铁锂、三元材料等锂 离子电池正极材料,目前以磷酸铁锂为主,主要应用于动力电池、储能电池等锂离子电池的制造,最终应用 于新能源汽车、储能领域等。主营业务收入构成为：磷酸盐正极材料98.04%，其他(补充)1.96%。 湖南裕能所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：固态电池、磷酸铁锂、储 能、三元锂电、磷化工等。 截至9月30日，湖南裕能股东户数3.24万，较上期减少11.76%；人均流通股11902股，较上期增加 14.13%。2025年1月-9月，湖南裕能实现营业收入232.26亿元，同比增长46.27%；归母净利润6.45亿元， 同比增长31.51%。 12月19日，湖南裕能盘中下跌2.00%，截至09:52，报61.69元/股，成交1.90亿元，换手率0.79%，总市值 469.34亿元。 资金流向方面，主力资金净流 ...

Core Viewpoint - Tianqi Lithium Industries experienced a stock price decline of 2.02% on December 19, with a trading price of 51.05 CNY per share and a total market capitalization of 83.783 billion CNY [1] Financial Performance - For the period from January to September 2025, Tianqi Lithium reported a revenue of 7.397 billion CNY, a year-on-year decrease of 26.50%, while the net profit attributable to shareholders was 180 million CNY, reflecting a year-on-year increase of 103.16% [2] Stock Market Activity - The stock has seen a year-to-date increase of 54.70%, with a recent decline of 1.14% over the last five trading days and an 8.97% drop over the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on August 11, where it recorded a net purchase of 381 million CNY [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 310,100, a rise of 14.52%, while the average circulating shares per person decreased by 12.68% to 4,759 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable changes in their holdings [3] Dividend Distribution - Since its A-share listing, Tianqi Lithium has distributed a total of 7.868 billion CNY in dividends, with 7.137 billion CNY distributed over the past three years [3] Industry Classification - Tianqi Lithium operates within the non-ferrous metals sector, specifically in energy metals, focusing on lithium products and related derivatives [2]

Core Viewpoint - Del's shares have shown a mixed performance in recent months, with a year-to-date increase of 11.72% and a notable rise of 2.20% on December 19, 2023, indicating potential investor interest and market activity [1][2]. Group 1: Stock Performance - As of December 19, 2023, Del's stock price reached 27.83 CNY per share, with a market capitalization of 4.202 billion CNY [1]. - Year-to-date, Del's stock has increased by 11.72%, with a 2.50% rise in the last five trading days and a 0.72% increase over the past 20 days, while experiencing a decline of 13.92% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Del reported a revenue of 3.642 billion CNY, reflecting a year-on-year growth of 7.67%. The net profit attributable to shareholders was 79.2304 million CNY, marking a significant increase of 228.13% compared to the previous year [3]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, Del had 25,000 shareholders, an increase of 1.09% from the previous period, with an average of 6,009 circulating shares per shareholder, a decrease of 1.07% [3]. - The company has distributed a total of 242 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [4]. - Among the top ten circulating shareholders, a new institutional investor, China Merchants Quantitative Selected Stock Fund, holds 970,000 shares, while another fund, AVIC New Start Flexible Allocation Mixed Fund, has exited the top ten list [4].

12月19日，天奈科技盘中上涨2.08%，截至09:50，报46.57元/股，成交5966.37万元，换手率0.35%，总 市值170.69亿元。 分红方面，天奈科技A股上市后累计派现2.44亿元。近三年，累计派现1.79亿元。 机构持仓方面，截止2025年9月30日，天奈科技十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股391.27万股，为新进股东。嘉实新能源新材料股票A（003984）位居第十大流通股东，持 股316.41万股，持股数量较上期不变。 资金流向方面，主力资金净流入244.95万元，特大单买入557.22万元，占比9.34%，卖出421.25万元，占 比7.06%；大单买入1674.61万元，占比28.07%，卖出1565.64万元，占比26.24%。 责任编辑：小浪快报 天奈科技所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：固态电池、石墨烯、钠电 池、磷酸铁锂、储能等。 截至9月30日，天奈科技股东户数2.47万，较上期增加3.63%；人均流通股13949股，较上期减少3.50%。 2025年1月-9月，天奈科技实现营业收入10.01亿元，同比减少3.79%； ...

导语：固态电池第一股，浮出水面。 证监会披露信息显示， 卫蓝新能源与中信建投签署上市辅导协议，目标直指创业板。 消息一 出，市场迅速给它贴上"固态电池第一股"的标签。 以下文章来源于金角财经 ，作者田羽 金角财经 . 城市新中产读本，拆解经济事件背后的逻辑。 作者 | 田羽 来源 | 金角财经（ID: F-Jinjiao) 站在当下这个时间点，卫蓝新能源看起来像是下一只 "摩尔线程"的候选人，但它要面对的，恐怕 是一场更漫长、更复杂的耐力赛。 华为、小米都投了 卫蓝新能源之所以备受资本市场期待，除了踩中 "固态电池"这个新能源里最性感的赛道，更关键 是 它背后站着 "中国锂电之父"、中国工程院院士陈立泉。 陈立泉 1940 年出生， 1964 年毕业于中国科技大学物理系，随后进入中科院物理所工作。 1976 年，陈立泉在西德马克斯·普朗克科学促进学会固体所进修。 一边是 "中国锂电之父"陈立泉院士领衔的中科院班底，一边是 华为、小米、吉利、蔚来等产业 资本真金白银的站台 ，再叠加今年下半年固态电池指数的集体躁动，卫蓝新能源尚未敲钟，预期 已经被提前打满。 类似的场景， A 股并不陌生。上一次市场在"新技术 + ...

证券日报网讯12月18日，永太科技（002326）在互动平台回答投资者提问时表示，公司的补锂剂三氟甲 基亚磺酸锂等能精准补充电池活性锂损失，提升循环寿命和能量密度。根据公开资料，该技术旨在适用 于多种电池体系，包括液态、半固态及全固态电池，可以用于电解液补锂、正极补锂和电池修复等场 景。公司会持续关注固态电池等新兴技术领域的发展动态和市场趋势，并基于在含氟精细化学领域的技 术积累和产业链优势，积极进行研发创新和产品布局，探索拓展机会。 ...

Core Viewpoint - The year 2025 is expected to be significant for the A-share non-ferrous metals sector, with the sector index having risen by 78.81% year-to-date, ranking first alongside the communications sector index [1] Group 1: Company Performance - Xiamen Tungsten Co., Ltd. has seen its stock price rise by 113.68% year-to-date, significantly outperforming the non-ferrous metals industry index [1] - For the first three quarters of 2025, Xiamen Tungsten reported revenue of 32 billion yuan, a year-on-year increase of 21.36%, and a net profit of 1.78 billion yuan, up 27.05%, marking the highest level for the same period in history [7] - The third quarter alone saw a revenue increase of 39.27% year-on-year and a net profit increase of 109.85%, indicating a substantial acceleration in growth compared to the first two quarters [7] Group 2: Market Dynamics - The price of tungsten products has surged, with black tungsten concentrate prices exceeding 420,000 yuan per ton, ammonium paratungstate (APT) surpassing 630,000 yuan per ton, and tungsten powder exceeding 1 million yuan per ton, with annual increases of over 300% for these products [9] - The domestic tungsten market is characterized by tight supply and resilient demand, contributing to a bullish sentiment, although high prices have led to cautious market behavior [9] - Xiamen Tungsten's management indicated that as a major producer and consumer of tungsten, China's mining capacity is unlikely to see rapid growth due to quota restrictions, while emerging demands, such as photovoltaic tungsten wire, are expected to maintain high prices in the coming years [9] Group 3: Other Business Segments - The rare earth market has also experienced significant price increases, with the rare earth price index rising from 163.757 at the beginning of the year to 209.695 by December 18 [10] - Xiamen Tungsten's rare earth segment achieved a profit of 185 million yuan in the first three quarters, a year-on-year increase of 2.74%, with expectations for further growth in 2024 [10] - The company's battery materials segment has performed well, with lithium cobalt oxide sales increasing by 57% year-on-year, and high-voltage, high-power ternary materials achieving a 21% increase in sales [11] Group 4: Future Prospects - Xiamen Tungsten is actively developing solid-state battery materials, focusing on both cathode materials and electrolytes, with successful production of oxide solid-state electrolytes and ongoing collaborations for sulfur-based solid-state battery materials [12]

Core Viewpoint - The article discusses the advancements in solid-state battery technology, particularly focusing on halide solid electrolytes, which are seen as a promising solution to the limitations of traditional liquid electrolyte batteries [1][10]. Group 1: Event Overview - The 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Golden Tripod Award Ceremony were held in Shenzhen, gathering over 800 attendees to discuss core topics in lithium batteries, materials, and equipment [1]. - The event included a forum on user-side energy storage and battery technology, emphasizing the exploration of technological breakthroughs and safety challenges [1]. Group 2: Technical Insights - Traditional liquid batteries face significant issues, including flammability, lithium dendrite growth, and limited temperature ranges, which hinder energy density improvements [5][6][7][8]. - Solid-state electrolytes are proposed as a key enabling technology for next-generation batteries, offering enhanced safety, longer cycle life, and higher energy density [10]. Group 3: Halide Solid Electrolytes - Halide solid electrolytes have gained attention due to their room temperature ionic conductivity reaching 10^-3 S/cm, making them competitive with liquid electrolytes [11]. - They exhibit better electrochemical compatibility with high-voltage cathodes and have unique potential in safety and cycling stability [11]. - The development history of halide solid electrolytes shows significant progress since 2018, marking the emergence of the second generation with improved ionic conductivity [12]. Group 4: Comparative Analysis - Halide solid electrolytes offer a balance of ionic conductivity, mechanical properties, and electrochemical stability compared to sulfide and oxide solid electrolytes [14][15]. - While sulfide electrolytes have the highest ionic conductivity, they are sensitive to air and humidity, whereas halides provide better oxidation stability and lower costs [14]. Group 5: Future Directions - The company plans to advance its first-generation halide products into pilot testing, focusing on performance validation in soft-pack batteries [19]. - The second-generation halide materials will continue to optimize electrochemical performance and expand the application range of solid electrolyte systems [20]. - The company, headquartered in Shenzhen, aims to integrate high-end equipment, new processes, and new materials into its product development strategy [20].