华西证券指出，当前市场资金更倾向于博弈高弹性、具备中长期叙事且与内需联系不多的题材，电力设 备和电池行业中的固态电池、储能等细分领域受到关注。固态电池被视为锂电池的下一个发展方向，市 场预期2027年将实现小规模量产，其提升能量密度和增强安全性的特性吸引资金布局。储能行业则受益 于市场化转型（取消强制配储）及海外需求超预期（美国抢装和欧洲储能需求），景气度持续提升。此 外，电力设备行业在科技主线轮动中表现活跃，尤其是与高景气的固态电池、储能等相关的细分领域。 整体来看，这些领域因产业逻辑扎实且与内需关联度较低，成为资金重点配置方向。 （文章来源：每日经济新闻） 机械ETF（516960）跟踪的是细分机械指数（000812），该指数从市场中选取涉及专用设备、通用机械 等领域的上市公司证券作为指数样本，聚焦高端制造和技术创新方向，以反映机械设备行业内具有较高 成长性和技术含量的优质公司证券的整体表现。 ...

| 上证指数 = 深证成指 | 北证50 | | --- | --- | | 3913.80 13471.74 | 1513.61 | | -20.17 -0.51% - 253.82 -1.85% - - 12.20 -0.80% | | | 沪深300 创业板指 | 科创综指 | | 3150.78 4650.58 | 1680.88 | | -111.04 -3.40% --58.90 -1.25% --63.39 -3.63% | | A股主要股指早盘表现 资金面上，杠杆资金节后加速进场。交易所今日盘前公布的数据显示，A股融资净买入额在10月9日当天达到508.05亿元，为今年以来新 高，在历史上仅次于2024年10月8日（1074.86亿元）。 今日早盘，A股市场高位震荡，前期火热的人工智能、固态电池等热点题材出现调整，拖累创业板指跌幅较深。截至午间休市，上证指 数报3913.80点，下跌0.51%；深证成指、创业板指分别下跌1.85%和3.40%。 个股方面，10月9日，中兴通讯、新易盛、北方稀土融资净买入额均超10亿元，排名前三；赛力斯、寒武纪-U、中信证券、紫金矿业、 海康威视、东方财富、中科 ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年10月10日 ● 国内金融市场 · | | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3933.97 | 1.32% | 上证当月连续 | 3023.8 | 1.18% | | 深证成指 13725.56 | | 1.47% | 沪深当月连续 | 4706. 4 | 1.49% | | 创业板指 | 3261.82 | 0.73% | 恒生期货指数 | 34558. 69 | -0. 29% | 宏观消息汇总 1.近日,国家发展改革委已会同财政部,向地方下达了今年第四批 690亿元超长期特别国债支持消费品以旧换新资金。 2.据交通运输部消息,10月1日至8日(中秋国庆假期),累计全社会 跨区域人员流动量预计24.32亿人次,日均3.04亿人次,同比增长 6.2%。 二、行业最新动态 1.BEST项目建设取得关键突破，核聚变产业化加速，相关个股： 西部超导(688122)、新风光(688663)等。 2。可承受20000次 ...

Core Insights - The A-share market experienced a strong upward trend, with the Shanghai Composite Index breaking through 3900 points, indicating a recovery in market volume [2][5][13] - Key sectors leading the market include metals and mining (+6.96%), coal (+3.00%), public utilities (+2.65%), and electronics (+2.21%), while sectors such as social services (-1.67%) and media internet (-1.23%) saw declines [2][8][14] - The overall market performance showed the Shanghai Composite Index up by 1.32%, Shenzhen Component Index up by 1.47%, and the ChiNext Index up by 0.73%, with total market turnover around 2.67 trillion yuan [2][8][14] Market Analysis - The market sentiment is strong as it is the first trading day after the National Day holiday, with upstream cyclical sectors like non-ferrous metals, steel, and coal leading the gains [8][14] - The technology sector, including solid-state batteries, humanoid robots, and semiconductors, also showed overall growth, driven by breakthroughs in controllable nuclear fusion technology [8][14] - The report highlights that the market is expected to maintain a "slow bull" trend, supported by ample micro liquidity and the influx of long-term capital [13][14] Sector Performance - The report identifies that the AI and robotics sectors are at a critical commercialization window, while traditional sectors face supply surplus issues, necessitating policy support for recovery [14] - The focus on technology growth includes attention to the "Double Innovation" and Hang Seng Technology Index, as well as sectors like lithium batteries, military industry, and chemicals [14] - Value sectors showing improving conditions include metals, gaming, and Hong Kong internet, with a focus on industries with rising revenue growth and gross margins [14]

10月10日，天力锂能（维权）盘中下跌2.00%，截至10:04，报30.82元/股，成交1.20亿元，换手率 5.38%，总市值36.60亿元。 天力锂能所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：锂电池、固态电池、电池 回收、磷酸铁锂、三元锂电等。 截至9月19日，天力锂能股东户数1.74万，较上期增加2.14%；人均流通股4084股，较上期减少2.10%。 2025年1月-6月，天力锂能实现营业收入9.66亿元，同比增长1.30%；归母净利润-6089.32万元，同比增 长25.23%。 分红方面，天力锂能A股上市后累计派现3659.47万元。 责任编辑：小浪快报 资金流向方面，主力资金净流出425.40万元，特大单买入245.90万元，占比2.05%，卖出218.81万元，占 比1.83%；大单买入1365.71万元，占比11.40%，卖出1818.20万元，占比15.18%。 天力锂能今年以来股价跌6.18%，近5个交易日涨15.30%，近20日涨10.70%，近60日涨3.77%。 资料显示，天力锂能集团股份有限公司位于河南省新乡市牧野区新七街1618号，成立日期2009年3月5 ...

据"北京房山"消息，近日，卫蓝新能源高性能固态锂离子电池量产建设项目取得重大进展， 目前该项目已顺利完成钢 结构主体封顶。 据介绍，该项目位于北京市房山区窦店镇，总用地面积约151.69亩，总建筑面积约11.23万平方米，包含12栋建筑单 体， 此次封顶的一期工程建筑面积约4.2万平方米，重点布局半固态锂离子电池，年规划产能达2亿Wh，预计2026年 实现试投产。 值得注意的是，9月30日，卫蓝新能源官宣， 9月底，公司正式完成D+轮融资， 本次融资中，北京市绿色能源和低碳 产业投资基金、北京市新材料产业投资基金以增资形式战略投资卫蓝新能源，这不仅仅是资本市场对固态电池行业的 深度认可，更是对卫蓝新能源下一步发展的坚定看好。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：北京房山 资料显示，卫蓝新能源是中国科学院物理研究所固态电池产学研孵化企业，公司成立于2016年，主营固态锂离子电 池，集研发、生产、市场、销售于一体，是国家级专精特新小巨人企业、独角兽企业，具有CNAS资质，在多个固态锂 电技术领域实现"首次"突破。 会议详情： 会议地点： 中国·上海 ...

Core Viewpoint - The article highlights the advancements made by the company in the development and commercialization of high-capacity lithium manganese oxide materials, which are crucial for the next generation of solid-state batteries, emphasizing their high energy density and low cost [1][2]. Group 1: Technological Advancements - The company has successfully developed high-capacity lithium manganese oxide materials that can achieve discharge specific capacities of 280-305mAh/g in solid-state battery tests, showcasing industry-leading performance metrics [2]. - The lithium manganese oxide materials are the only ones capable of exceeding 500Wh/kg, making them a significant candidate for high energy density lithium battery cathodes [1][2]. - The company has addressed key technical challenges in ultra-high capacity lithium manganese oxide materials, enabling their application in solid-state batteries [1][4]. Group 2: Commercialization and Market Position - The company has achieved ten-ton level shipments of its lithium manganese oxide materials, marking a successful transition from laboratory development to commercial application [2][3]. - The customer base for the company's lithium manganese oxide materials includes leading lithium battery manufacturers and automotive companies across China, South Korea, Europe, and the United States, receiving high praise for product performance [2][4]. - The company is positioned as a technology leader and pioneer in the solid-state lithium battery materials sector, which may enhance its competitive edge in the global lithium battery materials market [2]. Group 3: Future Developments - To complement the high-voltage lithium manganese oxide materials, the company is developing low-cost, high-voltage halide electrolytes, which are currently in the stabilization preparation phase for large-scale application in solid-state batteries [2]. - As traditional lithium battery cathode materials approach performance limits, the focus on low-cost and abundant manganese-based cathode materials is expected to drive technological advancements in the lithium battery industry [2].

今日A股早盘震荡反弹，上证指数涨逾1%，时隔10年再度突破3900点。沪深两市半日成交额1.72万亿， 较上个交易日放量3547亿。盘面上热点快速轮动，"科技+有色金属"成为最强双主线。有色金属板块 中，贵金属板块领涨，工业金属、小金属、稀土永磁等板块上涨。两大龙头股紫金矿业、洛阳钼业联手 大涨，盘中股价均创历史新高。 科技股全面发酵，存储芯片、消费电子等板块涨幅居前。通富微电"一字"涨停，晶圆代工双雄中芯国际 涨超7%、华虹公司"20CM"涨停，兆易创新、澜起科技、中微公司、拓荆科技等龙头股也大涨，这些龙 头股盘中股价均创历史新高。 此外，可控核聚变、固态电池、量子科技等板块也大涨。 核电概念股集体大涨掀起涨停潮，合锻智能8天4板，万里石3天2板，永鼎股份、安泰科技等多股涨停。 二是当地时间10月6日，OpenAI在其官网表示，与AMD达成一项战略合作。OpenAI将部署6吉瓦AMD GPU算力，使用AMD Instinct系列GPU为其下一代人工智能基础设施提供动力支持。据悉，首批1吉瓦 AMD Instinct MI450 GPU的部署预计将于2026年下半年启动。 三是日前高盛上调中芯国际和华虹半导体 ...

Summary of CATL Conference Call Company Overview - **Company**: CATL (Contemporary Amperex Technology Co., Limited) - **Industry**: New Energy Vehicles and Energy Storage Key Points Industry and Market Trends - **Electric Vehicle Demand**: Expected to grow by 25% in 2025, reaching 22.6 million units, with corresponding battery demand growth exceeding 50% [2][3] - **Battery Sales Growth**: Anticipated sales growth of over 60% year-on-year for batteries, with future growth rates for batteries projected at around 30%, outpacing the growth of electric vehicles [2][3] - **Energy Storage Demand**: Despite the cancellation of mandatory storage policies, demand remains strong, particularly in data centers and renewable energy projects, leading to a supply shortage [2][5] Company Performance - **Market Share**: CATL holds approximately 42% of the domestic market share, with a slight year-on-year decline, while global market share reached 37.5% as of July, showing a slight increase [2][5] - **Profitability**: In Q2, the net profit per watt-hour was approximately 0.1 RMB, with net cash flow from operations being 1.5 to 2 times the profit, indicating strong profitability [2][6] - **Sales Projections**: Expected sales of 600-700 GWh in 2025, with net profit projected to exceed 65 billion RMB. For 2026, sales could reach 800-900 GWh, with net profit potentially exceeding 80 billion RMB, and possibly reaching 100 billion RMB considering price increases [2][6] Technological Advancements - **Battery Technology**: CATL continues to lead in battery technology with products like the Shenxing supercharging battery, Kirin battery, and Xiaoyao battery, which are expected to capture more high-end market share [4][7] - **Solid-State Battery Development**: A dedicated R&D team of over 1,000 people has been established to focus on solid-state battery technology, with confidence in maintaining a competitive edge in the next 5-10 years [8] Pricing Strategies - **Price Adjustments**: Recent price increases in the battery sector include adjustments in commercial vehicle pricing, recovery of customer rebates, and cost transfers due to export tax policy changes [11] - **Energy Storage Pricing**: Domestic energy storage cell prices remain stable, while overseas prices are rising, with expectations for energy storage cell sales to increase from over 90 GWh to at least 130 GWh in 2025 [11] Competitive Positioning - **Supply Chain Integration**: CATL's strong supply chain capabilities enhance its competitive edge, attracting new equipment and material suppliers [9][10] - **Differentiated Competition**: In the energy storage sector, CATL focuses on integrated solutions overseas while primarily selling bare cells domestically, which is expected to improve ASP (average selling price) [10][13] Future Outlook - **Core Catalysts**: Key future developments include advancements in solid-state battery technology and the introduction of sodium-lithium hybrid batteries, which are expected to improve market share [15][16] - **Market Dynamics**: The ongoing supply shortages in the industry may lead to price increases in the energy storage segment, while the valuation of CATL remains attractive at around 20 times earnings, indicating no bubble risk [17] Conclusion - **Investment Recommendation**: Given the strong competitive position, growth potential, and current valuation, CATL is considered a key investment opportunity in the new energy sector, with projected profits for 2026 expected to reach at least 80-85 billion RMB, and potentially exceeding 90 billion RMB in optimistic scenarios [17]

公司控股股东及实际控制人不存在关于公司的应披露而未披露的重大事项，也不存在处于筹划阶段的重 大事项，在公司股票交易异常波动期间未买卖公司股票。 赣锋锂业（002460）(002460.SZ)发布公告，公司A股股票交易价格连续三个交易日内(2025年9月29日、 2025年9月30日、2025年10月9日)日收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规 则》等有关规定，属于A股股票交易价格异常波动的情形。 公司拥有完整的固态电池上下游一体化布局，并具备商业化能力，公司已在硫化物电解质及原材料、氧 化物电解质、金属锂负极、电芯、电池系统等固态电池关键环节具备了研发、生产能力。公司已推出适 配低空经济的飞行系列电源，高比能电池能量密度覆盖320Wh/kg~550Wh/kg范围，循环最高可达到1000 圈，已通过车规标准GB38031-2020，并与知名无人机、eVTOL企业达成合作。 ...