超级赛道突传大消息。 今日A股盘中，固态电池概念股逆势走强，泰和科技强势录得20%涨停，亿纬锂能一度大涨超14%。消息面上，亿纬锂能今日发布消息称，9月2 日，亿纬锂能固态电池研究院成都量产基地正式揭牌，"龙泉二号"全固态电池成功下线。 有券商机构分析称，随着电池技术的成熟以及产业链配套的完善，固态相关新产品有望陆续发布、产能建设不断落地、终端性能预计持续获得验 证，固态电池的产业化进程加速。 集体拉升 9月3日，A股固态电池概念股集体拉升，亿纬锂能一度大涨超14%，截至午间收盘，涨幅达11.05%，泰和科技斩获20cm涨停，海博思创大涨超 13%，宁新新材涨超12%，德瑞锂电、道氏技术涨超6%，赢合科技、联得装备、美利信涨超5%，派能科技涨超4%，国轩高科、德新科技涨超3%。 9月3日，亿纬锂能微信公众号发布消息称，9月2日，亿纬锂能固态电池研究院成都量产基地正式揭牌，"龙泉二号"全固态电池成功下线。 亿纬锂能中央研究院院长赵瑞瑞介绍，成都基地总面积约11000平方米，全面投产后年产能近50万颗电芯。基地分两期建设，一期将于2025年12月 建成，具备60Ah电池制造能力；二期计划于2026年12月实现10 ...

Core Viewpoint - The semiconductor industry chain has rebounded significantly, with strong performance in energy storage and lithium battery sectors [9][10][18]. Market Overview - On September 3, the A-share market showed mixed results, with the ChiNext Index rising over 1.8% at one point, while the Shanghai Composite Index fell by 0.96% and the Shenzhen Component Index decreased by 0.63% [2][3]. - The semiconductor, biomedicine, and energy storage sectors performed actively, while aerospace, military industry, brokerage, and retail sectors experienced adjustments [5]. Sector Performance - The semiconductor sector saw notable gains, with companies like Chengdu Huamei hitting a 20% limit up, and ZhiChun Technology also reaching a limit up [10]. - The global semiconductor market is projected to reach $346 billion in the first half of 2025, reflecting a year-on-year growth of 18.9%. The full-year market size is expected to be $728 billion, up 15.4% [18]. Lithium Battery Sector - Yiwei Lithium Energy experienced a surge of over 14%, closing at 63.42 CNY per share, with a total market capitalization of 129.74 billion CNY [15][19]. - The newly established solid-state battery production base in Chengdu is expected to produce nearly 500,000 battery cells annually, with the first phase set to be completed by December 2025 [18]. Stock Movements - The stock performance of major companies included: - BYD Electronics down 3.93% with a market cap of 93.6 billion CNY [8]. - Midea Group down 2.53% with a market cap of 636.1 billion CNY [8]. - Ctrip Group down 2.37% with a market cap of 396.7 billion CNY [8]. - The semiconductor sector's rebound was highlighted by significant stock price increases for companies like Jingzhida and Xiangfeng Technology [13]. Policy and Industry Dynamics - The Chinese government is implementing policies to address "involution" competition in the lithium battery and new energy vehicle sectors, aiming to enhance global competitiveness [19].

Core Viewpoint - The carbon-neutral ETF by Taikang (560560) is showing strong performance, tracking the CSI Mainland Low-Carbon Economy Theme Index (000977), with significant gains in key component stocks such as EVE Energy (300014) and Sungrow Power Supply (300274) [1][2] Group 1: ETF Performance - As of September 3, 2025, Taikang's carbon-neutral ETF (560560) increased by 1.43%, while the underlying index rose by 1.25% [1] - Over the past week, the ETF has accumulated a 2.94% increase, ranking first among comparable funds [1] - The ETF has seen significant growth in scale over the past year, leading in new scale among comparable funds [1] Group 2: Industry Insights - China's new energy vehicle (NEV) sales are projected to reach 12.859 million units in 2024, maintaining the global lead for ten consecutive years [2] - The lithium battery key materials account for over 70% of global shipments, indicating a strong competitive advantage for the industry [2] - The industry faces challenges such as low profitability and overcapacity, prompting recent policy measures aimed at promoting high-quality development [2] Group 3: Export Trends - From January to July 2025, China's inverter export value increased by 9% year-on-year, with notable growth in Europe and Australia [2] - Exports to Europe reached 14.6 billion yuan, up 7% year-on-year, while exports to Australia surged to 1.4 billion yuan, marking a 32% increase [2] - The European energy storage market is expected to grow significantly, with an estimated 29.7 GWh of installations in 2025, a 36% increase [2] Group 4: ETF Composition and Strategy - The CSI Mainland Low-Carbon Economy Theme Index includes 50 core low-carbon economy enterprises, covering the entire industrial chain from clean energy generation to consumption [3] - Investing in Taikang's carbon-neutral ETF allows investors to easily access the benefits of the growing low-carbon economy [3] - The ETF's diversified holdings help mitigate individual stock risks while capturing the growth potential of leading companies in the sector [3]

Group 1 - The lithium battery sector is leading the market today, with the lithium battery ETF (561160) up by 3.37% and the new energy ETF (588960) up by 2.13% [1] - Key stocks in the lithium battery ETF include EVE Energy, which rose over 14%, Pylon Technologies, which increased by over 8%, and Sungrow Power Supply, which gained over 4% [1] - Several automotive companies reported positive sales data for August, with BYD, the sales champion, selling 373,600 new energy vehicles, a year-on-year increase of 0.15% and a month-on-month increase of 8.52% [1] Group 2 - According to Shanghai Customs, the export value of lithium batteries from the Shanghai port reached 86.09 billion yuan in the first seven months of this year, representing a year-on-year growth of 12.1% [1] - The lithium battery ETF (561160) closely tracks the CSI Battery Theme Index (931719), which selects 50 constituent stocks from the Shanghai and Shenzhen markets, covering power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream companies [1] - Investors can explore opportunities through the lithium battery ETF linked funds (Class A 017222, Class C 017223) [1]

人民财讯9月3日电，国轩高科（002074）在9月2日召开的投资者电话交流会上表示，公司宜春项目矿石 开采正常推进，正积极配合相关部门开展自查，以确保生产经营活动依法合规、安全有序地开展。同 时，根据市场供需关系，灵活调整生产能力。 ...

人民财讯9月3日电，国轩高科（002074）在9月2日召开的投资者电话交流会上表示，2025年上半年，公 司出货40GWh左右，同比增长超48%。公司产品需求旺盛，排产情况良好，产能利用率保持高位，预计 今年出货量将保持增长态势。 ...

智通财经APP获悉，中原证券发布研报称，我国锂电池、新能源汽车产业已具备显著全球竞争力，锂电 池和新能源汽车行业景气度总体持续向上，伴随锂电池和新能源汽车产业链关注度提升，二者产业链细 分领域产能显著释放，行业竞争显著加剧，行业内卷加剧导致行业盈利总体与行业地位和发展规模不匹 配，行业开工率较低，企业盈利水平差异显著。目前锂电池板块估值显著低于2013年以来44.41倍的行 业中位数水平。基于行业政策、新能源汽车行业发展前景、锂电池板块业绩增长预期及估值水平，维持 锂电池行业"强于大市"投资评级。 中原证券主要观点如下： 我国锂电池行业概况及存在问题。 锂电池增量主要关注新能源汽车动力电池和储能电池。我国锂电池行业全球竞争优势显著，关键材料全 球出货占比在70%以上，其中动力电池全球占比68.79%。2024年，我国锂电池板块营收2.25万亿元， 2018-2024年营收CAGR为21.80%，但净利润2023-2024年持续大幅下滑，2024年净利润为1101亿元。我 国锂电池行业存在的主要问题包括净利润规模与全球行业地位不匹配，板块盈利能力总体仍不高，锂电 产业链细分领域产能持续释放导致行业产能总体仍过剩 ...

Core Insights - The export value of lithium batteries at Shanghai port reached 86.09 billion RMB in the first seven months of this year, marking a year-on-year increase of 12.1% driven by strong international demand amid the global green energy transition [1] - The Shanghai Customs has prioritized inspection and certification processes for lithium battery exports to meet the growing demand from enterprises, enhancing the efficiency of customs clearance [1] - SAIC General Motors reported a significant increase in lithium battery exports, with a 50-fold year-on-year growth in the export volume of their lithium battery packages, attributing this success to improved customs processes [1] Industry Developments - The focus on the safety of lithium battery cross-border transportation and customs efficiency has become a key concern for the industry as export volumes continue to rise [1] - The Shanghai Customs Industrial Products and Raw Materials Testing Technology Center is actively providing comprehensive technical support for lithium battery exports in the Shanghai region, leveraging its technical advantages [1] - Research on the safety characteristics, transportation conditions, and risk patterns of lithium batteries is being conducted to contribute to the development of international and domestic standards, ensuring compliance for Chinese lithium battery exports [2]

Core Insights - The rise of emerging industries in China is leading the polymer sector into the next decade, with significant opportunities in new materials related to electric vehicles, aerospace, drones, robotics, 5G/6G communication, and artificial intelligence [1] Group 1: A+H Listing Trend - The "A+H" listing strategy has become popular among Chinese listed companies, with 11 A-share companies successfully listing on the Hong Kong stock exchange as of August 26, 2023, and 49 more in the queue [1] - Many of these companies are leaders in the new energy sector, with nearly 80% having a market capitalization exceeding 20 billion RMB [1] Group 2: Polymer Industry's Global Expansion - The polymer materials industry is also accelerating its global expansion, with only a few companies like Sinopec and Shanghai Petrochemical having A+H listings, while others like Guo'en Co. and Binhua Co. are planning to list in Hong Kong [2] - Many companies in this sector have low market capitalizations and lack global leadership capabilities, which diminishes the attractiveness of overseas fundraising [2] Group 3: China Pingmei Shenma Group's Listing Plans - China Pingmei Shenma Group is actively promoting asset securitization to establish an overseas financing platform, with plans for Henan Pingmei Shenma Superhard Materials Co. to initiate a Hong Kong listing process, expected to complete by September 2026 [3] - The group aims to have 6 to 7 listed companies by 2028, following a strategy of nurturing, reserving, and listing companies in stages [3] Group 4: Financial Performance of Listed Companies - Pingmei Co. reported a revenue of 30.281 billion RMB in 2024, with a net profit of 2.350 billion RMB, a significant decrease of 41.41% year-on-year [3] - Yicheng New Energy, with a focus on wind and solar power, saw a revenue drop of 65.38% to 3.422 billion RMB in 2024, resulting in a net loss of 851 million RMB [4] - Silane Technology, the first hydrogen silane materials company listed on the Beijing Stock Exchange, reported a revenue of approximately 705 million RMB in 2024, down 37.05% year-on-year, with a net profit decline of 74.80% [5] Group 5: Shennong Co.'s Strategic Adjustments - Shennong Co. has made strategic adjustments, including establishing a subsidiary in Thailand and collaborating with international firms to enter high-end markets [7] - The company reported a revenue of 13.968 billion RMB in 2024, a 4.08% increase, but faced a net profit decline of 77.57% due to rising costs and falling product prices [8]

孚能科技9月2日大宗交易平台共发生9笔成交，合计成交量108.30万股，成交金额1888.57万元。以折溢 价进行统计，今日9笔大宗交易成交价相对收盘价均为折价交易。从参与大宗交易营业部来看，机构专 用席位共出现在6笔成交的买方或卖方营业部中，合计成交金额为1202.70万元，净买入1202.70万元。 进一步统计，近3个月内该股累计发生12笔大宗交易，合计成交金额为3337.39万元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 14.30 | 250.11 | 17.49 | -11.98 | 方正证券股份有限公司总 | 东兴证券股份有限公司北 | | | | | | 部 | 京中关村大街证券营业部 | | 13.50 | 235.31 | 17.43 | -12.28 | 广发证券股份有限公司总 | 东兴证券股份有限公司北 | | | | | | 部 | 京中关村大街证券营业 ...