融券方面，湖南裕能12月31日融券偿还2200.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 1.29万元；融券余量27.82万股，融券余额1798.91万元，超过近一年80%分位水平，处于高位。 责任编辑：小浪快报 资料显示，湖南裕能新能源电池材料股份有限公司位于湖南省湘潭市雨湖区鹤岭镇日丽路18号，成立日 期2016年6月23日，上市日期2023年2月9日，公司主营业务涉及公司是国内主要的锂离子电池正极材料 供应商,专注于锂离子电池正极材料研发、生产和销售。公司的主要产品包括磷酸铁锂、三元材料等锂 离子电池正极材料,目前以磷酸铁锂为主,主要应用于动力电池、储能电池等锂离子电池的制造,最终应用 于新能源汽车、储能领域等。主营业务收入构成为：磷酸盐正极材料98.04%，其他(补充)1.96%。 12月31日，湖南裕能跌2.93%，成交额10.83亿元。两融数据显示，当日湖南裕能获融资买入额1.01亿 元，融资偿还1.05亿元，融资净买入-457.97万元。截至12月31日，湖南裕能融资融券余额合计9.92亿 元。 分红方面，湖南裕能A股上市后累计派现7.37亿元。 融资方面，湖南裕能当日融资买入 ...

分红方面，当升科技A股上市后累计派现12.65亿元。近三年，累计派现8.21亿元。 机构持仓方面，截止2025年9月30日，当升科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1315.48万股，相比上期增加872.15万股。易方达创业板ETF（159915）位居第四大流通股 东，持股860.57万股，相比上期减少144.02万股。南方中证500ETF（510500）位居第五大流通股东，持 股634.78万股，相比上期增加30.43万股。广发国证新能源车电池ETF（159755）位居第六大流通股东， 持股438.06万股，为新进股东。华安创业板50ETF（159949）位居第八大流通股东，持股267.00万股， 相比上期减少112.94万股。摩根新兴动力混合A类（377240）位居第九大流通股东，持股236.42万股， 为新进股东。汇添富中证电池主题ETF（159796）位居第十大流通股东，持股231.69万股，为新进股 东。汇添富中证新能源汽车产业指数(LOF)A（501057）退出十大流通股东之列。 资料显示，北京当升材料科技股份有限公司位于北京市丰台区南四环西路188号总部基地18区2 ...

在产业布局方面，湖南裕能正加速推进"资源—前驱体—正极材料—电池回收"一体化战略，通过打通磷 资源开采至磷化工、磷酸铁前驱体生产的关键环节，实现产业链向上延伸，保障供应链稳定。同时，公 司铜冶炼项目稳步推进，西班牙项目待手续办理完毕后将正式启动建设，全球化布局逐步落地，为长期 发展奠定基础。 湖南大学电气与信息工程学院教授黎福海在接受《证券日报》记者采访时表示："储能与动力电池的需 求共振，将推动磷酸盐正极材料市场持续增长。在储能领域，大电芯技术提升经济性、政策支持加码、 AI数据中心配储需求增长及海外市场扩容形成多重利好；在动力电池领域，新能源汽车渗透率提升与 单车带电量增加提供稳定支撑。" 储能市场的增长势头更为迅猛。随着光伏、风电等可再生能源装机量提升，新型电力系统建设加速推 进，叠加人工智能发展带动数据中心电力需求激增，储能电池成为关键支撑。高工锂电数据显示，全球 储能电池出货量从2020年的27GWh跃升至2024年的360GWh，年均复合增长率达91.1%；预计2030年将 达到1400GWh，2024年至2030年期间年均复合增长率为25.4%，两大细分市场的需求共振为磷酸盐正极 材料带来广阔增 ...

Core Viewpoint - On November 21, Xiamen Tungsten New Energy experienced a decline of 9.09% with a trading volume of 763 million yuan, indicating significant market activity and investor sentiment shifts [1] Financing Summary - On the same day, the financing buy-in amount for Xiamen Tungsten New Energy was 50.65 million yuan, while the financing repayment reached 94.03 million yuan, resulting in a net financing outflow of 43.38 million yuan [1] - As of November 21, the total financing and securities lending balance for the company was 552 million yuan, with the current financing balance at 545 million yuan, accounting for 1.56% of the circulating market value, which is above the 80th percentile of the past year [1] - The securities lending data showed a repayment of 28,700 shares and a sell-out of 200 shares, with a sell-out amount of 13,900 yuan, while the securities lending balance was 7.17 million yuan, exceeding the 70th percentile of the past year [1] Business Performance - As of September 30, the number of shareholders for Xiamen Tungsten New Energy reached 24,600, an increase of 67.3%, while the average circulating shares per person decreased by 28.31% to 20,493 shares [2] - For the period from January to September 2025, the company reported a revenue of 13.06 billion yuan, reflecting a year-on-year growth of 32.15%, and a net profit attributable to shareholders of 552 million yuan, marking a 50.26% increase year-on-year [2] Dividend and Shareholding Structure - Since its A-share listing, Xiamen Tungsten New Energy has distributed a total of 839 million yuan in dividends, with 713 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with both increasing their holdings compared to the previous period [3]

Group 1 - Hunan YN's stock price dropped by 5.1% to 76.87 CNY per share, with a trading volume of 1.255 billion CNY and a turnover rate of 4.13%, resulting in a total market capitalization of 58.483 billion CNY [1] - Hunan YN is a major supplier of lithium-ion battery cathode materials in China, focusing on the research, production, and sales of lithium-ion battery cathode materials, primarily lithium iron phosphate and ternary materials [1] - The company's main revenue source comes from phosphate cathode materials, accounting for 98.04% of total revenue, while other materials contribute 1.96% [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) reduced its holdings in Hunan YN by 119,100 shares in the third quarter, now holding 6.6088 million shares, which represents 1.71% of the circulating shares [2] - The estimated floating loss for Southern CSI 500 ETF today is approximately 27.2943 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 140.098 billion CNY, achieving a year-to-date return of 29.27% and a one-year return of 16.9% [2]

Core Viewpoint - Hunan YN's stock price has increased by 16.72% over the past three days, reaching 64.66 CNY per share, with a market capitalization of 49.194 billion CNY [1] Group 1: Company Overview - Hunan YN New Energy Battery Materials Co., Ltd. is a major supplier of lithium-ion battery cathode materials in China, focusing on research, production, and sales of these materials [1] - The company primarily produces lithium iron phosphate and ternary materials, with lithium iron phosphate being the main product, used in power batteries and energy storage batteries for electric vehicles and energy storage applications [1] - The revenue composition of the company is 98.04% from phosphate cathode materials and 1.96% from other supplementary products [1] Group 2: Fund Holdings - Jin Xin Fund has a significant holding in Hunan YN, with its Jin Xin Shenzhen Growth Mixed A fund holding 482,100 shares, representing 2.95% of the fund's net value, ranking as the tenth largest holding [2] - The fund has realized a floating profit of approximately 1.4849 million CNY today and 4.2521 million CNY during the three-day price increase [2] - The Jin Xin Shenzhen Growth Mixed A fund was established on December 22, 2016, with a current size of 267 million CNY and has achieved a year-to-date return of 55.78% [2]

Group 1 - Hunan YN Energy's stock price increased by 5.16% to 58.44 CNY per share, with a trading volume of 1.467 billion CNY and a turnover rate of 6.72%, resulting in a total market capitalization of 44.461 billion CNY [1] - Hunan YN Energy, established on June 23, 2016, and listed on February 9, 2023, is a major supplier of lithium-ion battery cathode materials in China, focusing on the research, production, and sales of these materials [1] - The company's main products include lithium iron phosphate and ternary materials, primarily used in power batteries and energy storage batteries, with 98.04% of revenue coming from phosphate cathode materials [1] Group 2 - Among Hunan YN Energy's top ten circulating shareholders, Dongfang Fund's "Dongfang New Energy Vehicle Theme Mixed Fund" entered the list in the second quarter, holding 4.8192 million shares, which is 1.26% of the circulating shares, with an estimated floating profit of approximately 13.8311 million CNY [2] - The "Dongfang New Energy Vehicle Theme Mixed Fund," established on December 28, 2011, has a latest scale of 7.858 billion CNY, with a year-to-date return of 54.66% and a one-year return of 53.66% [2]

Group 1 - Hunan YN's stock price increased by 5.39% to 42.65 CNY per share, with a trading volume of 621 million CNY and a turnover rate of 3.83%, resulting in a total market capitalization of 32.448 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 12.54% during this period [1] - Hunan YN specializes in lithium-ion battery cathode materials, focusing on research, production, and sales, with its main products being lithium iron phosphate and ternary materials [1] Group 2 - The main revenue source for Hunan YN comes from phosphate cathode materials, accounting for 98.04% of total revenue, while other materials contribute 1.96% [1] - Southern Fund's Southern CSI 500 ETF increased its holdings in Hunan YN by 972,600 shares, now holding 6.7279 million shares, which is 1.75% of the circulating shares [2] - The ETF has generated a floating profit of approximately 14.6668 million CNY today and 30.3428 million CNY during the three-day increase [2]

Group 1 - Hunan YN's stock price increased by 5.34% to 38.45 CNY per share, with a trading volume of 251 million CNY and a turnover rate of 1.71%, resulting in a total market capitalization of 29.253 billion CNY [1] - Hunan YN is a major domestic supplier of lithium-ion battery cathode materials, focusing on the research, production, and sales of lithium-ion battery cathode materials, with its main products including lithium iron phosphate and ternary materials [1] - The company's main business revenue composition is 98.04% from phosphate cathode materials and 1.96% from other supplementary materials, primarily used in power batteries and energy storage batteries for electric vehicles and energy storage applications [1] Group 2 - E Fund's Chuangye ETF (159915) is among the top ten circulating shareholders of Hunan YN, having reduced its holdings by 271,900 shares in Q2, now holding 9.901 million shares, which accounts for 2.58% of the circulating shares [2] - The E Fund Chuangye ETF has achieved a year-to-date return of 36.86%, ranking 723 out of 4222 in its category, and an annual return of 88.26%, ranking 456 out of 3789 [2]

Group 1 - The stock price of Hunan YN fell by 3.39% to 35.00 yuan, with a trading volume of 6.52 billion yuan [1] - Hunan YN specializes in the research, production, and sales of lithium-ion battery cathode materials, including lithium iron phosphate [1] - The company participated in a conference addressing the "anti-involution" movement, indicating a strong industry resistance to vicious price competition [1] Group 2 - In the first half of the year, Hunan YN achieved a revenue of 14.358 billion yuan, representing a year-on-year growth of 33.17% [1] - The sales volume of phosphate cathode materials reached 480,800 tons, with a year-on-year increase of 55.38% [1] - The company expects an annual shipment volume of approximately 1 million tons [1] Group 3 - On August 27, the net outflow of main funds was 40.1893 million yuan, with a cumulative net outflow of 108 million yuan over the past five days [1]