科力远今年以来股价涨94.43%，近5个交易日涨8.51%，近20日涨21.30%，近60日涨40.38%。 资料显示，湖南科力远新能源股份有限公司位于湖南省郴州高科技术产业园区林邑大道东侧郴州战略性 新兴产业园1、2栋401-6室，成立日期1998年1月24日，上市日期2003年9月18日，公司主营业务涉及从 事电池及材料业务,以镍氢电池全产业链为基础,持续保障动力电池及材料需求供应,持续拓展轨道交通电 源市场,继续保持消费类电池及材料销售规模,同时联合高品位锂矿企业布局锂电上游产业链,为下游锂电 及储能市场拓展提供原材料保障。主营业务收入构成为：动力电池及极片30.14%，消费类电池 29.76%，镍产品13.66%，贸易收入9.26%，锂电材料7.00%，储能产品6.31%，其他3.87%。 11月6日，科力远盘中上涨2.03%，截至10:53，报8.03元/股，成交6.25亿元，换手率4.77%，总市值 133.74亿元。 资金流向方面，主力资金净流出5828.78万元，特大单买入4735.53万元，占比7.58%，卖出9939.55万 元，占比15.91%；大单买入1.29亿元，占比20.67%，卖 ...

智通财经APP获悉，赛晶科技(00580)早盘涨超13%，截至发稿，涨11.5%，报2.23港元，成交额3065.85 万港元。 消息面上，据证券时报报道，从国家能源局了解到，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。银河证券发布 研报称，储能行业景气度上行，有望带动功率半导体需求。 中泰国际指出，赛晶科技上半年自研半导体业务收入为5,300万元，同比增长227.4%，环比增长23.8%， 受益于订单增长，特别是在储能及SVG领域的显著增长。该行指出，"十五五"期间的特高压项目以柔性 输电技术为主，赛晶为国产输配电元器件龙头供应商，在手订单充足，相关收入稳步增长；输配电元器 件国产化率提升有利于支撑毛利率；同时受益于国产功率半导体渗透提升，自研IGBT芯片业务收入爆 发式增长。 ...

赛晶科技(00580)早盘涨超13%，截至发稿，涨11.5%，报2.23港元，成交额3065.85万港元。 消息面上，据证券时报报道，从国家能源局了解到，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。银河证券发布 研报称，储能行业景气度上行，有望带动功率半导体需求。 中泰国际指出，赛晶科技上半年自研半导体业务收入为5,300万元，同比增长227.4%，环比增长23.8%， 受益于订单增长，特别是在储能及SVG领域的显著增长。该行指出，"十五五"期间的特高压项目以柔性 输电技术为主，赛晶为国产输配电元器件龙头供应商，在手订单充足，相关收入稳步增长；输配电元器 件国产化率提升有利于支撑毛利率；同时受益于国产功率半导体渗透提升，自研IGBT芯片业务收入爆 发式增长。 ...

11月6日，运达股份盘中上涨2.01%，截至10:36，报18.79元/股，成交1.26亿元，换手率0.98%，总市值 147.85亿元。 资金流向方面，主力资金净流入413.15万元，特大单买入268.04万元，占比2.13%，卖出101.58万元，占 比0.81%；大单买入1792.92万元，占比14.21%，卖出1546.22万元，占比12.26%。 分红方面，运达股份A股上市后累计派现2.81亿元。近三年，累计派现1.53亿元。 机构持仓方面，截止2025年9月30日，运达股份十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股902.48万股，相比上期减少179.86万股。华夏复兴混合A（000031）位居第六大流通股 东，持股549.47万股，持股数量较上期不变。博时恒乐债券A（014846）位居第七大流通股东，持股 454.91万股，为新进股东。南方中证1000ETF（512100）位居第九大流通股东，持股431.50万股，相比 上期减少4.29万股。 资料显示，运达能源科技集团股份有限公司位于浙江省杭州市西湖国际科技大厦A座18F，成立日期 2001年11月30日，上市日期2019年 ...

截至9月30日，固德威股东户数1.87万，较上期增加17.17%；人均流通股12972股，较上期减少14.59%。 2025年1月-9月，固德威实现营业收入61.94亿元，同比增长25.30%；归母净利润8111.98万元，同比增长 837.57%。 分红方面，固德威A股上市后累计派现5.38亿元。近三年，累计派现3.27亿元。 机构持仓方面，截止2025年9月30日，固德威十大流通股东中，汇丰晋信低碳先锋股票A（540008）位 居第六大流通股东，持股497.58万股，相比上期减少6.03万股。香港中央结算有限公司位居第八大流通 股东，持股305.06万股，相比上期减少35.57万股。广发高端制造股票A（004997）位居第九大流通股 东，持股260.02万股，相比上期减少368.14万股。光伏ETF（515790）位居第十大流通股东，持股 192.43万股，相比上期减少6.77万股。 固德威今年以来股价涨56.72%，近5个交易日涨3.60%，近20日涨0.71%，近60日涨45.75%。 资料显示，固德威技术股份有限公司位于江苏省苏州市高新区塔园路93号，成立日期2010年11月5日， 上市日期2020 ...

Core Insights - The photovoltaic industry has shown significant improvement in Q3 2025, with many companies turning losses into profits, indicating a positive trend that is expected to continue [1][22] - The future evolution of the photovoltaic industry is determined by "storage capacity" for mid-term valuation and the integration of AI in data centers for long-term success [1][23] Industry Overview 1. Silicon Material - GCL-Poly's Q3 profit from photovoltaic materials reached approximately 960 million yuan, a significant recovery from a loss of 1.81 billion yuan in the same period last year [2] - Tongwei and Daqo New Energy also reported substantial improvements, with Daqo achieving a profit of 73 million yuan in Q3 [2] - The silicon material sector has seen a price surge, with futures prices rising from 30,000 yuan/ton in Q2 to 58,000 yuan/ton in Q3, indicating a strong recovery [2][4] 2. Silicon Wafer - Second-tier silicon wafer companies like Hongyuan Green Energy and Shuangliang Energy have turned profitable, with Hongyuan reporting a profit of 500 million yuan in Q3 [7] - Longi Green Energy has also shown a notable reduction in losses, approaching breakeven [8] 3. Battery Components - Battery component manufacturers, including Longi, Jinko, Trina, and Tongwei, have reported improvements, except for JA Solar, which saw a decline in Q3 performance [10] 4. Inverters - Most inverter companies have experienced profit growth, driven by the expanding energy storage market, with Sungrow reporting a net profit of 11.8 billion yuan [14] - However, companies like Hemai and YN Energy faced losses due to weak demand in the European residential market [12][14] 5. Auxiliary Materials - The auxiliary materials sector, particularly the film industry, faced a challenging period in Q3, but prices have started to recover, indicating a potential turnaround [15][16] - Foster's overseas market share has increased significantly, contributing to its revenue growth [16] 6. Photovoltaic Equipment - Overall profits in the photovoltaic equipment sector are declining, but many companies still maintain good profitability [18] - Companies like Jiejia Weichuang and Maiwei are actively expanding into overseas markets, which is becoming a new growth point [19] Key Recognitions from Q3 Reports - The darkest period for the photovoltaic industry appears to be over, with most companies showing improved performance [22] - The demand for energy storage has exceeded expectations, with significant growth projected for the global storage market [23][25] - The residential market is showing signs of weakness, prompting companies to shift focus towards commercial markets [26][27] - Leading companies are beginning to demonstrate robust operational performance, indicating a shift towards a more competitive landscape [28][29] - New technologies that align with the AI era are expected to gain traction, enhancing the commercial value of photovoltaic products [31]

| 投资者关系活动类别 ☐ | 特定对象调研 分析师会议 ☐ | | --- | --- | | ☐ | 媒体采访 业绩说明会 | | ☐ | 新闻发布会 路演活动 ☐ | | ☐ | 现场参观 | | ☐ | 其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2025年第三季度业绩说明会的投资者 | | 时间 | 2025年11月05日 15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长、党委书记、总经理 师李军 | | | 审计委员会主任委员 樊燕萍 | | | 总会计师 王晓华 董事会秘书 姚健 | | 投资者关系活动主要内容 | 1.以前公司还有煤电一体化资产重组计划，现在根本就不讲了， | | | 任由股价长期低位，完全不珍惜上巿公司希缺价值。是师董事长安 | | | 于现状放弃了追求，还是集团公司放弃了担当作为。这符合国家的 | | 介绍 | 导向要求吗？ | | | 答:感谢您的关注，公司通过坑口电厂、上下游对口供应的方式 | | | 推进煤电一体化。 | | ...

Group 1 - The demand for lithium batteries is experiencing significant growth driven by the dual forces of the electric vehicle and energy storage markets, leading to increased collaboration across the supply chain [1][2] - In September, the installed capacity of power batteries reached 76.0 GWh, a year-on-year increase of 39.5%, with lithium iron phosphate batteries accounting for 81.8% of the market [2] - The global energy storage capacity is projected to exceed 170 GWh by the third quarter of 2025, reflecting a year-on-year growth of 68%, indicating a robust development trend in the lithium battery industry [2] Group 2 - The price of lithium hexafluorophosphate has surged from approximately 47,000 CNY/ton in July to an average of 113,500 CNY/ton by November 3, nearly doubling since early October, which has significantly improved the profitability of material companies [3] - The strong demand from both power and energy storage sectors is expected to continue driving high growth in lithium battery demand next year, presenting investment opportunities across materials, batteries, and integration [3] Group 3 - Wanrun New Energy has reported a substantial year-on-year increase of 65.53% in lithium iron phosphate shipments for the third quarter of 2025, with a cumulative increase of 79.54% from January to September, significantly outpacing the industry average [4] - The company has improved its profitability through cost reduction, supply chain optimization, and enhanced customer payment collection, resulting in a strong positive cash flow [4] - With the growth of the AI industry, the demand for energy storage in data centers is expected to rise significantly, potentially benefiting Wanrun New Energy's operations in the U.S. [4]

液流电池等储能领域。 前言 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 ①储能+SOFC+数据中心，储能领域主要布局了SOFC电池与微逆等相关产品，这家公司产品有大量应用 于数据中心、AI服务器领域； ②铬盐+储能，这家公司对外出售多种铬盐产品，产业链相关产品可以用于 ...

Market Overview - The A-share market opened lower but rebounded throughout the day, showing an independent trend with the Shanghai Composite Index closing at 3969.25, up 0.23% [2][4] - The Shenzhen Component Index and the ChiNext Index also saw gains of 0.37% and 1.03%, respectively, indicating a positive market sentiment [2][4] Sector Performance - The top-performing sectors included Power Equipment (3.40%), Coal (1.39%), and Retail (1.22%), while the weakest sectors were Computer (-0.97%) and Non-Bank Financials (-0.49%) [3][4] - Concept indices such as Hainan Free Trade Zone (4.61%) and Flexible DC Transmission (4.13%) performed well, whereas MLOps (-1.57%) and Huawei Euler (-1.16%) lagged behind [3][4] Future Outlook - The market is expected to continue its independent trend, with a focus on sectors like new energy and storage, which have shown strong performance recently [4][6] - The report suggests a balanced investment strategy, emphasizing defensive sectors like finance and coal, as well as low-positioned sectors like food and beverage, to navigate market volatility [6] - Long-term growth in technology sectors remains a focal point, despite short-term uncertainties regarding capital expenditures in the AI wave [6] Policy Impact - A significant policy change was noted, with the Chinese government suspending the 24% additional tariffs on U.S. imports starting November 10, 2025, while maintaining a 10% tariff [5] - This adjustment is expected to influence trade dynamics and market sentiment positively [5]