①固态电池+宁德时代概念+钠离子电池+氟化工！这家公司已获得固态电池原材料硫化锂相关专利且正 在推动产业化；②人形机器人+无人驾驶+特斯拉！这家公司已与众多头部机器人企业开展业务合作且 业务已初具规模；③固态电池+机器人+低空经济+华为！公司签署协议拟就固态锂电材料等产品展开合 作，现阶段固态电池材料出货近50吨。（2家主板、1家创业板公司） 前言 ...

Core Viewpoint - The sodium-ion battery concept has seen a significant increase in stock prices, with a 3.08% rise, ranking fifth among concept sectors, indicating growing investor interest and potential in this technology [1][2]. Group 1: Market Performance - As of September 29, the sodium-ion battery sector had 116 stocks rising, with notable performers including Wanrun New Energy, which hit a 20% limit up, and Tianqi Materials, Fengshan Group, and Xiangtan Electric, all reaching their daily limit up [1]. - The top gainers in the sector included Tianqi Technology (up 14.36%), Haike New Source (up 12.96%), and Huasheng Lithium (up 12.41%) [1][9]. - Conversely, leading decliners included Xian Dao Intelligent (down 3.59%), Zongshen Power (down 2.00%), and Yunnan Energy Investment (down 1.43%) [1]. Group 2: Capital Inflow - The sodium-ion battery sector attracted a net inflow of 1.289 billion yuan, with 64 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2]. - Tianqi Materials led the net inflow with 983.3 million yuan, followed by Duofluor and Ningde Times with net inflows of 497 million yuan and 464 million yuan, respectively [2][3]. - The highest net inflow ratios were observed in Fengshan Group (52.26%), Duofluor (46.70%), and Tianji Shares (42.84%) [3]. Group 3: Stock Performance Metrics - Key stocks in the sodium-ion battery sector showed significant daily performance, with Tianqi Materials rising by 10.01% and Duofluor by 9.98% [3]. - The turnover rates for these stocks varied, with Tianqi Materials at 15.72% and Duofluor at 5.11%, indicating active trading [3]. - Other notable performers included Yiwai Lithium Energy (up 8.30%) and Guoxuan High-Tech (up 4.04%) [3].

Group 1 - The core point of the article is that CATL has successfully certified its sodium-ion battery under new national standards, making it the first in the world to achieve this certification [1] - The sodium-ion battery is currently being developed and implemented for passenger vehicles, with progress reported as smooth [1] - The certification allows the sodium-ion battery to enter both domestic and international markets for energy storage and low-speed electric vehicles, addressing previous limitations due to the lack of national standards [1] Group 2 - There are 17 stocks in the A-share market related to sodium-ion battery concepts, primarily consisting of small and mid-cap stocks [1] - Among these, CATL has a total market capitalization of 1.63 trillion yuan, while only three other companies exceed 50 billion yuan in market capitalization: Guoxuan High-Tech, Great Wall Motors, and Xinwangda [1] - In the first half of the year, nine sodium-ion battery concept stocks reported profits exceeding 100 million yuan, with CATL leading at 30.485 billion yuan, followed by Shenhuo Co., Xinwangda, and Huayang Co. [1]

Core Insights - CATL's sodium-ion battery has received certification under new national standards, marking it as the first sodium-ion battery globally to achieve this certification [1] - The sodium-ion battery has a lower energy density compared to lithium-ion batteries but offers advantages in low-temperature performance, carbon footprint, and safety [1] - The battery's energy density is 175Wh/kg, with a cycle life exceeding 3000 cycles and a discharge efficiency of over 85% at -20°C [1] - The certification allows the sodium-ion battery to enter domestic and international energy storage and low-speed electric vehicle markets, addressing previous application limitations due to the lack of standards [1] - The Chinese sodium-ion battery market is projected to see significant growth, with shipments expected to exceed 1.5GWh in 2024 and 7GWh in 2025, reaching over 200GWh by 2030 [2] Company Developments - CATL is actively developing its sodium-ion battery for passenger vehicles, with progress reported as smooth [1] - Other companies in the sodium-ion battery sector include Guoxuan High-Tech, which has established a research center with Fudan University focusing on sodium-ion battery technology [3] - Xinwanda has launched ultra-low temperature sodium-ion batteries that meet the needs of various electric vehicle applications [3] Financial Performance - In the first half of 2025, CATL reported a net profit of 30.485 billion yuan, reflecting a 33.33% year-on-year increase [6] - Shenhuo Co. achieved revenue of 20.428 billion yuan, a 12.12% increase, but its net profit decreased by 16.62% due to falling coal sales [4] - Other notable companies include Haopeng Technology, which saw a net profit increase of 252.49%, and Guoxuan High-Tech, with a net profit growth exceeding 30% [4]

Market Performance - As of September 10, the sodium-ion battery concept index fell by 1.11%, ranking among the top declines in concept sectors, with leading companies like Lingpai Technology, Wenkang New Energy, and Weike Technology experiencing significant drops [1] - In contrast, 30 stocks within the sector saw price increases, with Lichong Group, Yunnan Energy Investment, and Daoshi Technology leading the gains at 10.80%, 10.00%, and 6.87% respectively [1] Capital Flow - The sodium-ion battery sector experienced a net outflow of 4.784 billion yuan, with 93 stocks seeing net outflows, and 15 stocks exceeding 100 million yuan in outflows [1] - CATL led the outflows with a net withdrawal of 927 million yuan, followed by Yiwei Lithium Energy, Guoxuan High-Tech, and Tianji Shares with outflows of 547 million yuan, 518 million yuan, and 480 million yuan respectively [1] Notable Stocks - The top stocks with significant net inflows included Xian Dao Intelligent, Daoshi Technology, and Nandu Power, with inflows of 693 million yuan, 310 million yuan, and 206 million yuan respectively [1] - The sodium-ion battery concept outflow leaderboard featured CATL, Yiwei Lithium Energy, and Guoxuan High-Tech, with respective declines of 1.24%, 2.88%, and 1.50% [2]

Market Performance - On September 5, 2025, the Shanghai Composite Index rose by 1.24%, the Shenzhen Component Index increased by 3.89%, and the ChiNext Index surged by 6.55%[2] - The total market turnover was 23,483.60 billion yuan, a decrease of 2,335.33 billion yuan from the previous trading day[2] - A total of 4,856 stocks rose while 473 stocks fell across the market[2] Sector and Style Analysis - The top-performing sectors included Electric Equipment and New Energy (6.28%), Communication (5.31%), and Nonferrous Metals (4.42%)[18] - The worst-performing sectors were Banking (-0.96%), Oil and Petrochemicals (0.42%), and Transportation (0.47%)[18] - In terms of investment style, Consumer stocks outperformed, followed by Cyclical and Growth stocks[18] Capital Flow - On September 5, 2025, the net inflow of main funds was 445.30 billion yuan, with large orders contributing 433.02 billion yuan and small orders continuing to see outflows of 199.98 billion yuan[3] - The major ETFs saw a decrease in trading volume, with the top ETFs experiencing declines ranging from 1.15 billion yuan to 25.60 billion yuan compared to the previous day[26] Global Market Trends - Major Asia-Pacific indices closed higher, with the Hang Seng Index up 1.43% and the Nikkei 225 Index up 1.03%[30] - On September 4, European indices showed mixed results, with the DAX Index rising by 0.74% and the CAC40 Index falling by 0.27%[30] - U.S. stock indices also saw gains, with the Dow Jones Industrial Average increasing by 0.77% and the S&P 500 rising by 0.83%[30]

Group 1 - The graphite electrode sector saw a rise of 5.26%, ranking 8th among concept sectors, with 23 stocks increasing in value, including Shangtai Technology and Putailai hitting the daily limit [1] - Notable gainers in the sector included Beiterui, Daoshi Technology, and Yicheng New Energy, which rose by 19.03%, 10.29%, and 9.09% respectively [1] - The sector experienced a net inflow of 9.62 billion yuan from main funds, with 17 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [2] Group 2 - Shangtai Technology led the net inflow with 1.98 billion yuan, followed by Putailai, Shanshan Co., and Suotong Development with net inflows of 1.77 billion yuan, 1.56 billion yuan, and 861.67 million yuan respectively [2] - The top stocks by net inflow ratio included Shangtai Technology, Longjiang Transportation, and Yunmei Energy, with ratios of 19.19%, 11.45%, and 11.11% respectively [3] - The trading performance of key stocks in the graphite electrode sector showed significant activity, with Shangtai Technology and Putailai both achieving notable price increases and trading volumes [4]

Group 1 - Sodium-ion battery concept increased by 2.41%, ranking second among concept sectors, with 85 stocks rising, including leading stocks like XianDao Intelligent and Guoxuan High-Tech reaching their daily limit [1][2] - Major inflow of funds into the sodium-ion battery sector amounted to 5.03 billion, with 68 stocks receiving net inflows, and 10 stocks exceeding 1 billion in net inflows, led by CATL with 1.44 billion [2][3] - Stocks with the highest net inflow ratios include DeChuang Environmental Protection at 30.30%, Guoxuan High-Tech at 26.17%, and GaoLe Co. at 15.29% [3][4] Group 2 - The top gainers in the sodium-ion battery sector included XianDao Intelligent with a 20% increase, Guoxuan High-Tech with a 10.02% increase, and Pudi Technology with a 10.01% increase [1][3] - The overall market performance showed a mixed trend, with some stocks like ST Yishite and Jiuri New Materials experiencing declines of 4.13% and 3.74% respectively [1][2] - The concept sectors with notable performance included military restructuring at 3.57% and graphite electrodes at 2.32%, while sectors like WiFi 6 and AI showed declines [2]

Group 1 - The ChiNext Index has surpassed the 2900-point threshold, increasing by 3%, marking a new high in over three years [1] - Sectors such as Kirin batteries, sodium-ion batteries, and lithium mining concepts have shown significant gains [1] Group 2 - The ChiNext Index's increase expanded to 2%, while the Shanghai Composite Index rose by 0.54% and the Shenzhen Component Index increased by 1.06% [3] - Earlier in the day, the ChiNext Index had already expanded its gains to 1% [3]

Group 1 - The ChiNext Index has surpassed the 2900-point threshold, increasing by 3%, marking a new high in over three years, with sectors such as Kirin batteries, sodium-ion batteries, and lithium mining leading the gains [1] - The ChiNext Index's increase has expanded to 2%, while the Shanghai Composite Index rose by 0.54% and the Shenzhen Component Index increased by 1.06% [3] - The ChiNext Index's increase initially reached 1% before further expanding [4]