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ST帕瓦:累计回购约97万股
Mei Ri Jing Ji Xin Wen· 2025-10-09 09:57
每经AI快讯,ST帕瓦(SH 688184,收盘价:9.91元)10月9日晚间发布公告称,截至2025年9月30日, 公司第五期回购股份方案实施届满,通过上海证券交易所交易系统以集中竞价交易方式已累计回购公司 股份约97万股,占公司总股本的比例为0.61%,回购成交的最高价为14.43元/股,最低价为9.85元/股, 支付的资金总金额为人民币约1045万元。 2024年1至12月份,ST帕瓦的营业收入构成为:新能源电池材料占比99.12%,其他业务占比0.88%。 截至发稿,ST帕瓦市值为16亿元。 每经头条(nbdtoutiao)——与美元脱钩后,暴涨102倍,揭秘黄金疯涨背后神秘的"无形之手"!专家: 推动金价上涨的逻辑没有变 (记者 王晓波) ...
锂电负极材料上市公司对比分析
起点锂电· 2025-10-04 09:13
| 倒计时33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 | | 第一批展商及赞助商: 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 | | 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 | | 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 | 一、锂电负极上市公司盈利能力分析情况分析 从上市公 ...
“三忙”假期折射制造活力 郑州“超级工厂”生产一线见闻
Zhong Guo Xin Wen Wang· 2025-10-02 12:49
中新网河南新闻10月2日电 (陈贵洋)国庆中秋假期期间,位于郑州航空港经济综合实验区(以下简称郑州 航空港区)的富士康郑州综保园区(以下简称郑州富士康)内,呈现一派繁忙景象。"生产忙、出货忙、保 障忙"的"三忙"热度,交织出制造业强劲的脉搏与温情的底色。 图为郑州富士康制造二 总处生产车间。郑州富士康供图 生产车间里,工人们在流水线前专注作业,贴物料、装盖板、锁螺丝等12道工序紧密衔接、井井有 条。"全球电子产品的消费旺季,就是我们的生产旺季。"郑州富士康人资协理方四明介绍,现在正在全 力赶订单,生产线正满负荷运转。 为确保生产链条顺畅,郑州航空港区口岸管理局提供了"区港一体化"、24小时预约通关等便利化服务, 大幅压缩了核心生产原料的通关时间。 能仓储基地。郑州富士康供图 与生产线的忙碌相呼应,智能仓储区的出货同样繁忙。投资20亿元建设的M区智能立库内,堆垛机以每 秒3米的速度无声穿梭,在物联网与人工智能的驱动下,存取效能较传统模式提升超过300%。 这批从中原腹地高效发出的产品,是推动河南外贸增长的重要力量。数据显示,今年上半年,郑州新郑 综合保税区完成进出口值1868.45亿元,同比增长47.1%,规模 ...
创业板指涨逾2%,新能源领涨市场
Feng Huang Wang· 2025-09-29 02:49
Group 1 - The market showed divergence on September 29, with the ChiNext Index rising over 2.00%, while the Shanghai Composite Index fell by 0.04% and the Shenzhen Component Index increased by 1.13% [1] - Sectors such as new energy batteries, energy storage, photovoltaics, and wind power experienced significant gains, leading the market [1] - Nearly 2,800 stocks in the Shanghai, Shenzhen, and Beijing markets saw an increase [1]
宁德时代市值超越茅台;亿纬匈牙利基地迎新进展;湖北80GWh电池项目开工;赣锋锂电引进战投;蜂巢能源交付30MWh储能系统
起点锂电· 2025-09-28 10:00
Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - EVE Energy's Hungary base has officially entered the key phase of construction with the arrival of electromechanical equipment, aiming to supply large cylindrical batteries to BMW's Debrecen factory by 2026, creating over 1,000 jobs [4] - Chuangneng New Energy has commenced construction on an 80GWh lithium battery project in Yichang, which is expected to generate over 6,000 jobs and an annual output value of 22 billion yuan [5] Group 2 - Chuangneng New Energy has launched a new 588Ah energy storage battery, with a planned production capacity of over 200GWh, expected to begin small-scale production in Q2 2026 [6] - CATL's market capitalization surpassed Kweichow Moutai, reaching a peak of 1.83 trillion yuan on September 25, 2023 [7][8] - Zhaoke Energy has completed an angel round of financing, focusing on the research and production of large cylindrical lithium batteries [9] Group 3 - Ganfeng Lithium plans to introduce strategic investors to raise up to 2.5 billion yuan for its subsidiary, Jiangxi Ganfeng Lithium Technology [10] - EVE Energy's 628Ah energy storage battery has been successfully commercialized in a 400MWh energy storage project [11] - Honeycomb Energy delivered a 30MWh liquid-cooled energy storage system to Slovenia, showcasing its technological innovation [12][13] Group 4 - Tibet Mining's 10,000-ton battery-grade lithium carbonate project has officially entered production, utilizing an environmentally friendly process [15] - Shengxin Lithium Energy plans to acquire a 21% stake in Sichuan Qicheng Mining for 1.456 billion yuan to enhance its lithium resource supply [16] - A 4.9 billion yuan lithium iron phosphate battery project has been launched in Shandong Province [17][18] Group 5 - Xiaomi's Yu7 electric vehicle has surpassed 40,000 deliveries, with new customization options announced [33] - Chery Automobile has officially listed on the Hong Kong Stock Exchange, raising 9.14 billion HKD [34][35] - Ideal Auto's i6 model will feature a new 5C lithium iron phosphate battery, emphasizing the maturity of this battery technology [31]
基金研究周报:全球权益高位承压,原油黄金双双走强(9.22-9.26)
Wind万得· 2025-09-27 22:54
Market Overview - The A-share market showed a slight decline in "buying" sentiment last week, with the ChiNext and Sci-Tech 50 indices remaining strong, rising over 6% and 2.5% respectively, indicating concentrated capital allocation in sectors like new energy batteries, energy storage, and semiconductors [2] - The Shanghai Composite Index rose by 0.21%, while the Shenzhen Index and ChiNext Index increased by 1.06% and 1.96% respectively, reflecting stability in large-cap stocks supported by heavyweight stocks [2] Industry Performance - The average decline of Wind's first-level industry indices was 0.24%, with 60% of the Wind Top 100 concept indices showing positive returns. The power equipment, non-ferrous metals, and electronics sectors performed well, increasing by 3.86%, 3.52%, and 3.51% respectively [2][10] - Conversely, sectors such as retail, comprehensive services, and social services saw significant declines, with drops of 4.32%, 4.61%, and 5.92% respectively [2] Fund Issuance - A total of 56 funds were issued last week, including 30 equity funds, 13 mixed funds, 6 bond funds, 1 QDII fund, and 6 FOF funds, with a total issuance of 36.607 billion units [3][15] Global Market Review - Global equity markets experienced a pullback, with concerns over high valuations in tech stocks affecting US markets. European markets also weakened, influenced by policy investigations in the healthcare sector and increasing fiscal sustainability concerns [4] - In Asia, the Nikkei 225 and Vietnam's Ho Chi Minh Index rose, while the Korean Composite Index and India's SENSEX30 fell due to geopolitical tensions and weak domestic economic data [4] Domestic Bond Market - The domestic bond market saw a slight decline in government bond futures, indicating a warming expectation for economic recovery. The convertible bond index rose by 0.94%, showing relative stability in the convertible bond market [13]
凯赛生物(688065.SH):正在开发生物基复合材料在新能源电池上盖的应用
Ge Long Hui· 2025-09-26 08:55
Group 1 - The company is developing bio-based composite materials for applications in new energy battery covers [1] - The company is simultaneously constructing production lines for these materials [1] - Currently, these materials have not been used for the packaging of solid-state batteries [1]
神火股份:公司电解铝加工板块的主营产品为新能源电池铝箔
Zheng Quan Ri Bao Wang· 2025-09-23 09:15
Group 1 - The core product of the company in the electrolytic aluminum processing sector is aluminum foil for new energy batteries, positioning it as a leading manufacturer in this field [1] - The company collaborates with manufacturers of lithium-ion batteries, sodium-ion batteries, and solid-state batteries, indicating a diversified customer base [1]
神火股份:公司目前和锂离子电池、钠离子电池、固态电池生产厂家均有合作
Mei Ri Jing Ji Xin Wen· 2025-09-23 00:51
Core Viewpoint - The company is actively involved in the production of aluminum foil for new energy batteries and collaborates with manufacturers of lithium-ion, sodium-ion, and solid-state batteries [1] Group 1 - The company, Shenhuo Co., Ltd. (000933.SZ), confirmed its engagement in the new energy battery aluminum foil sector [1] - The company is recognized as a leading producer of battery aluminum foil [1] - The company organizes production based on the diverse needs of its customers [1]
云南铜业:公司生产的高品质阴极铜和综合回收的稀贵金属、稀散金属是通信等领域的基础材料
Zheng Quan Ri Bao· 2025-09-22 14:07
Group 1 - The company primarily produces cathode copper, with by-products including gold, silver, and industrial sulfuric acid [2] - The company also recovers rare metals such as molybdenum, selenium, tellurium, platinum, palladium, and rhenium [2] - The high-quality cathode copper and the recovered precious and rare metals are essential materials for downstream industries such as telecommunications, new energy batteries, and electronic components [2]