龙虎榜机构热股 今天机构龙虎榜上榜39只个股，净买入13只，净卖出26只。当日机构买入最多的个股前三位是：时空科技（3.65亿）、融捷股份（1.07亿）、实朴检测 （8257万） 个股龙虎榜 一、福建自贸 海峡创新 个股龙虎榜 公司实控人为平潭国资委，是平潭国资控股的唯一上市公司 中国武夷 | 上榜热股 | 实时涨跌幅↓ 买/卖家数♦ | | | --- | --- | --- | | 时空科技 605178.SS | +10.00% | 2/0 | | 3日 | | | | 融捷股份 002192.SZ | +10.01% | 3/2 | | 3日 | | | | 实朴检测 | | | | 301728 57 | 117 700% | 5/7 | 融捷股份 龙虎榜显示，今日3家机构净买入1.07亿。 龙虎榜知名游资 公司实控人福建国资委，主营投资开发、工程承包、外经外贸 二、锂电池 子公司天宜锂业拥有从事锂盐行业多年的技术、管理团队，电池级氢氧化锂产品、电池级碳酸锂产品主要应用于新能源汽车电池、通讯电子产品电源设备、 能源存储等领域，可以实现电池级氢氧化锂产品13.5万吨/年，电池级碳酸锂产品3万吨/年。 ...

Core Insights - 东方日升 has been recognized as a Tier 1 global energy storage system manufacturer by BloombergNEF, highlighting its product performance and global delivery capabilities [1] - The company has successfully completed a 2MW/10MWh energy storage project in Japan, which is expected to generate stable revenue through peak-valley arbitrage and auxiliary services [1] - A significant order for 100 units of iCon commercial energy storage systems has been signed with ES Integrations BV, indicating strong international collaboration [2] - The global energy storage market is projected to grow from $668.7 billion in 2024 to $5.12 trillion by 2034, with a CAGR of 21.7% from 2025 to 2034 [2] - 东方日升 is expanding its international market presence with a comprehensive range of energy storage solutions, aiming to become a benchmark supplier in the global market [3] Company Developments - The company has launched an integrated solution for residential applications, featuring a 475Wp bifacial TOPCon solar module, Velta 8kW hybrid inverter, and Hifz 5kWh stackable battery pack [4] - For commercial applications, 东方日升 offers a diverse product mix, including the伏曦 Pro module and Risen Stack1 integrated storage system, designed to meet various customer needs [4] - In large-scale solar storage scenarios, the company’s products, such as the伏曦 Pro module and eTron 5MWh liquid-cooled storage system, are designed to enhance efficiency and reliability [5] Market Positioning - The company is leveraging its global production bases and marketing service centers to strengthen its core competitiveness in the energy storage sector [6] - By focusing on technological innovation and product iteration, 东方日升 aims to address market pain points and enhance its offerings [3] - The company is committed to providing a full lifecycle value chain in renewable energy services, covering green power generation, energy conversion, storage, and intelligent operation [3]

据报道，截至9月底，我国新型储能装机规模超过1亿千瓦，与"十三五"末相比增长超30倍，装机规 模占全球总装机比例超过40%，已跃居世界第一，部分电源动力企业的储能系统订单排至明年。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 有分析表示，当前峰谷价差与辅助服务收益已较好覆盖储能项目成本，储能经济性持续获证明， 2026年可落地备案项目已超过200GWh，年底到明年初仍有进一步上修装机预期空间。 国证新能源电池指数聚焦储能产业链核心环节，储能系统占比约65%，有望受益于储能产业贝塔的 持续上行。跟踪该指数的储能电池ETF（159566）是目前全市场聚焦储能领域规模第一的ETF，可助力 投资者一键布局产业规模高增长机遇。 今日早盘，锂电和储能板块低开后震荡反弹，截至10:22，国证新能源电池指数微跌0.2%，成分股 中，国安达涨超9%，英维克涨超7%，华自科技、星云股 ...

Group 1: Company Overview and Operations - Vanadium is a crucial alloying element primarily used in the steel industry, non-ferrous metals, and energy storage sectors, with applications in machinery, automotive, shipbuilding, railways, and bridges [2] - The company has expanded its vanadium production capacity through the acquisition of Panzhihua Yangrun Technology Co., Ltd. in 2023 and aims to improve vanadium yield via technological advancements [2][3] Group 2: Future Development Directions - The company plans to leverage its resource advantages in the Panzhihua region to create a comprehensive vanadium industry ecosystem focusing on high-end vanadium products, energy storage materials, and special alloys [3] - In the titanium chemical sector, the company aims to enhance its existing production lines and maintain its leading position in the domestic titanium dioxide market [3] Group 3: Vanadium Energy Storage Industry - All-vanadium flow batteries offer significant advantages such as high power, large capacity, long lifespan, and safety, making them suitable for large-scale energy storage applications [4] - The Chinese government supports the development of new energy storage technologies, with plans to achieve a new energy storage installation capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [4]

Group 1 - The Shanghai Composite Index closed at 4029 points on November 13, marking a 0.73% increase, while the Shenzhen Component Index rose by 1.78% to 13476 points, and the ChiNext Index increased by 2.55% to 3201 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached approximately 20,420 billion RMB, an increase of about 969 billion RMB compared to the previous trading day [1] - The energy metals sector, particularly lithium, saw significant gains, with the energy metals sector rising by 8.55%, leading all industry sectors in A-shares [1] Group 2 - The price of lithium hexafluorophosphate has surged recently, with prices increasing from 61,000 RMB per ton on October 1 to 121,500 RMB per ton by November 7, and some market quotes reaching as high as 150,000 RMB per ton [1] - Analyst Ji Yongjie from Shanxi Securities noted that the rebound in lithium hexafluorophosphate prices is driven by increased demand from the downstream electric vehicle and energy storage industries, leading to a significant rise in procurement by electrolyte manufacturers [2] - The overall supply of lithium hexafluorophosphate remains tight due to previous years' overcapacity leading to industry consolidation, making it difficult for many small and medium enterprises to quickly resume production [2]

Core Viewpoint - The global energy storage industry has experienced a compound annual growth rate (CAGR) exceeding 50% over the past 1 to 2 years, with positive prospects for continued growth in the coming year due to supportive policies and market conditions [1] Industry Summary - The domestic energy storage market is expected to benefit from the implementation of capacity pricing policies and supporting measures from various provinces, leading to improved terminal yield and sustained growth across the entire supply chain from bidding to installation [1] - The energy storage industry is projected to maintain a growth rate above 50% in the next year, supported by national policies and the backdrop of global energy shortages, indicating a promising future for the sector [1]

Group 1 - The core viewpoint of the news highlights the strong performance of CATL, with significant increases in both A-shares and H-shares, driven by robust export figures in the lithium battery sector [1] - CATL's chairman reported that the total export value of the "new three items" exceeded 900 billion yuan in the first three quarters, with lithium batteries contributing nearly 400 billion yuan, accounting for over 40% [1] - CATL exported 120 GWh of lithium batteries, representing nearly 60% of the total export volume of around 200 GWh [1] Group 2 - Citic Securities predicts that global energy storage installations will reach approximately 290 GWh by 2025, with potential growth to 1.17 TWh by 2030, indicating significant growth potential for the industry [1] - The domestic energy storage supply chain is noted to have clear advantages, with increasing global market share in battery cells and energy storage systems [1] - A report from Credit Lyonnais indicates concerns about potential sell-offs due to the upcoming lock-up period expiration for cornerstone investors in CATL's Hong Kong IPO, but does not foresee a significant price correction [2] Group 3 - Credit Lyonnais maintains a bullish outlook on CATL, expecting a recovery in stock price once uncertainties are resolved, driven by strong global energy storage system development and improved battery supply-demand dynamics by 2026 [2] - The firm reiterates a "buy" rating for both A-shares and H-shares of CATL, with a target price of 500 yuan for A-shares and 685 HKD for H-shares [2]

Group 1 - The price of lithium hexafluorophosphate has rebounded strongly, rising from below 50,000 yuan/ton in July to over 120,000 yuan/ton by early November 2025, indicating potential for further increases in the short term [1] - Demand from the electric vehicle and energy storage industries has significantly boosted electrolyte procurement, while supply constraints due to previous capacity reductions have led to a tight overall supply situation, suggesting a recovery in industry profitability [1][2] - The overall revenue of the lithium battery supply chain reached 636.19 billion yuan in the first three quarters of 2025, a year-on-year increase of 16.12%, with net profit rising by 40.37% compared to the same period last year [1] Group 2 - In October 2025, China's new energy vehicle sales reached 1.715 million units, a year-on-year increase of 19.93%, with the monthly sales share surpassing 50% for the first time [2] - The price of battery-grade lithium carbonate increased by 15.65% since early October, reflecting a generally upward trend in raw material prices, which presents investment opportunities in the lithium battery sector [2] - The recent price increase of lithium hexafluorophosphate is primarily due to a mismatch between supply and demand, with a surge in downstream market demand and a contraction in supply from small and medium enterprises exiting the market [2] Group 3 - As of November 13, 2025, the CSI Rare Metals Theme Index rose by 5.20%, with the Rare Metals ETF (159608) increasing by 5.04%, and a cumulative increase of 28.53% over the past three months [3] - The top ten weighted stocks in the Rare Metals ETF account for 60% of the index, with significant gains from companies like Tianhua New Energy and Rongjie Co., indicating strong performance in the sector [3] - The Rare Metals ETF closely tracks the CSI Rare Metals Theme Index, which includes up to 50 listed companies involved in the mining, smelting, and processing of rare metals, reflecting the overall performance of the rare metals sector [3]

Core Insights - The company Huazi Technology (300490.SZ) has confirmed that its fundraising efforts for the energy storage industry have successfully transitioned into normal operations [1] - Currently, the company owns and operates two independent energy storage power stations [1]

Core Viewpoint - The company has successfully established its energy storage business, which is now operational, following significant fundraising efforts [1]. Group 1: Company Operations - The company has invested several billion in the energy storage industry, which is now functioning normally [1]. - Currently, the company owns two independent energy storage stations [1]. Group 2: Industry Outlook - The company's main business in renewable energy (including generation, grid, load, and storage) is developing steadily [1]. - The overall industry outlook is promising, indicating a broad future potential [1].