二、强势概念板块 根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：有机硅概念、科创次新股与硅能源。排名前10位的概念板块相关数据见 下表： | 概念名称 | 涨跌幅 (%) | 涨停用 | | --- | --- | --- | | 有机硅概念 | 3.29 | | | 科创次新股 | 2.12 | | | 硅能源 | 1.99 | | | 钠离子电池 | 1.99 | | | POE胶膜 | 1.99 | | | 固态电池 | 1.68 | | | 新型烟草(电子烟) | 1.53 | | | MicroLED概念 | 1.48 | | | MiniLED | 1.41 | | | 磷化工 | 1.4 | | （文章来源：21世纪经济报道） 一、强势个股 截至11月27日收盘，上证综指上涨0.29%，收于3875.26点，深证成指下跌0.25%，收于12875.19点，创业板指下跌0.44%，收于3031.3点。今日沪深两市A股 共计63只涨停，综合当前连板数以及当日龙虎榜数据，其中较为强势的前三只个股分别为：国晟科技（603778）、茂业商业（600828）与粤万年青 （3011 ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index rising by 0.29% to close at 3875.26 points, while the Shenzhen Component Index fell by 0.25% to 12875.19 points. The ChiNext Index decreased by 0.44% to 3031.3 points, and the Sci-Tech 50 Index dropped by 0.33% to 1310.7 points. Overall, 2786 stocks rose, 2445 fell, and 217 remained unchanged, with a total trading volume of 17098 billion yuan, down by 736 billion yuan from the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, light industry manufacturing, basic chemicals, petroleum and petrochemicals, and coal sectors led the gains, with increases of 1.09%, 1.01%, 0.90%, and 0.80% respectively. Conversely, the comprehensive, media, retail, and computer sectors experienced the largest declines, with decreases of 2.34%, 1.40%, 1.20%, and 0.82% respectively [1][2]. Concept Sector Performance - The concept sectors that performed well today included lithium battery electrolytes, consumer electronics OEM, solid-state batteries, sodium-ion batteries, HBM, lithium battery cathodes, power batteries, TWS headsets, optical modules (CPO), lithium batteries, lithium iron phosphate batteries, lithium battery anodes, phosphorus chemicals, analog chips, and copper-clad laminates. In contrast, sectors such as cultivated diamonds, Hainan Free Trade Port, Xiaohongshu platform, SPD, and cross-strait integration saw corrections [2].

证券日报网讯 双环科技11月26日在互动平台回答投资者提问时表示，公司已经开展钠离子电池正极材 料的研发，钠离子电池正极材料的中试线即将建成。公司始终关注跟踪电池行业的最新发展情况，择机 研发新材料、新产品。 （编辑 王雪儿） ...

格隆汇11月26日丨中科电气(300035.SZ)在投资者互动平台表示，公司负极材料业务针对钠离子电池所 需的硬碳负极材料已实现量产，并向行业头部客户供货。 ...

格隆汇11月26日丨江盐集团(601065.SH)在投资者互动平台表示，钠离子电池原料工作已开展前期调 研，相关工作正在推进过程中。 ...

异动分析 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 1、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 来源：新浪证券-红岸工作室 11月24日，华宝新能涨1.58%，成交额6781.38万元，换手率1.59%，总市值97.57亿元。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额3253.48万，占总成交额的4.33%。 技术面：筹码平均交易成本为64.91元 该股筹码平均交易成本为64.91元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近压力位 57.52，谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、 ...

格隆汇11月24日丨瑞泰新材(301238.SZ)在互动平台表示，公司在钠离子电池材料方面持续研发积累， 拥有钠离子电池电解液的技术储备；公司的电解液生产体系可应用于钠离子电池电解液的生产。 ...

格隆汇11月24日丨瑞泰新材(301238.SZ)在互动平台表示，公司在钠离子电池材料方面持续研发积累， 拥有钠离子电池电解液的技术储备；公司的电解液生产体系可应用于钠离子电池电解液的生产。 ...

Group 1: Institutional Research Trends - The overall institutional research activity remains high, with 404 listed companies disclosing investor research records as of November 21 [2] - Companies such as Rongbai Technology and Lens Technology received attention from over 100 institutions [2] - Only 36 of the companies that accepted institutional research reported positive returns, with the top three performers being Shen Zhonghua A (up 32.24%), Dawei Co., Ltd. (up 16.87%), and Tongyi Co., Ltd. (up 16.51%) [2] Group 2: Lithium Battery Sector - Rongbai Technology has transformed from a leader in ternary cathode materials to a global leader in new energy materials, focusing on sodium-ion battery materials [3] - The company plans to establish a 6,000-ton pilot line in Xiantao by 2025 and aims for a sodium-ion production capacity of 100,000 tons by 2030, with plans for overseas market expansion [3] - Fengyuan Co., Ltd. has built a total of 225,000 tons of lithium iron phosphate capacity, with 75,000 tons under construction, and aims to optimize capacity utilization through enhanced product competitiveness and customer collaboration [4] Group 3: Embodied Intelligence Developments - Companies are focusing on the embodied intelligence sector, with Siling Co., Ltd. establishing a robotics division to develop and produce robotic components, particularly harmonic reducers [5] - Hongrun Construction has launched a humanoid robot, Star Dynamics, in collaboration with Matrix Super Intelligence, aiming for commercial viability by 2026 [6] - Lens Technology has a comprehensive robotics manufacturing capability, with a new facility capable of producing 10,000 large automation devices and 500,000 embodied intelligent robots annually [7] Group 4: Lens Technology Performance - Lens Technology reported a total revenue of 53.663 billion yuan for the first three quarters, a year-on-year increase of 16.08%, with a net profit of 2.843 billion yuan, up 19.91% [8] - The company aims to become the largest embodied intelligent robot manufacturing platform globally, with significant growth in humanoid and quadruped robot shipments expected [8]

（编辑 袁冠琳） 证券日报网讯 江苏国泰11月19日在互动平台回答投资者提问时表示，公司控股子公司瑞泰新材（股票 代码：301238）主要产品包含锂离子电池电解液、锂离子电池电解液添加剂、超电产品、光学材料、硅 烷偶联剂等，瑞泰新材一直关注固态电池等新型电池的发展，并在相关材料方面持续研发、积累和布 局。瑞泰新材的部分新型锂盐产品在固态锂离子电池等新型电池材料中已形成批量销售，瑞泰新材全资 子公司上海树培新能源材料有限公司参与了合源锂创（苏州）新能源科技有限公司Pre-A轮融资，目前 持股比例为1.7819%。同时液态锂离子电池技术成熟，安全性、能量密度和循环寿命等指标不断进步， 性价比持续提升，市场需求不断增大。此外，半固态、锂硫电池、钠离子电池等大部分新型电池仍需要 电解液。目前看，固态电池在技术路线、产品路线和商业路线上均有待发展；即使其克服各种难点，大 规模量产并逐步降低成本，预计各种技术路线的电池产品将凭借各自优势和特点长期在市场上共存，最 初的铅酸电池目前仍在大量使用并保持着可观的市场份额。瑞泰新材将继续紧跟行业前沿技术和发展趋 势，及时把握市场信息，顺应行业发展趋势，努力实现技术进步或转型，以应 ...