Core Viewpoint - The 2025 New Energy Battery Industry Development Conference aims to create a high-level communication platform focused on industry development and technological innovation, highlighting the importance of the new energy battery sector in China's economic transformation [1] Group 1: Conference Highlights - The conference features a main forum, a closed-door meeting, and three specialized sessions, under the theme "New Energy · New Power · New Future" [1] - The "New Energy Vehicle Week" event is a key highlight, promoting resource integration in the new energy battery industry through innovative formats [1] Group 2: Industry Developments - A research report on the carbon footprint of lithium-ion battery copper foil was released, alongside the introduction of a new polymer solid-state battery by XINWANDA Power [1] - XINWANDA Power's Central Research Institute has completed the development of relevant equipment and processes for the new battery technology [1] Group 3: Regional Focus - Zaozhuang City prioritizes the new energy industry as a key sector for urban transformation, focusing on lithium, hydrogen, solar, and energy storage [1] - The city has attracted leading companies such as Geely, XINWANDA, Keda Li, Zhongchuang Xinhang, and Xieqiang to enhance the scale and capability of the new energy industry [1] - Aiming to transform from a "century-old coal city" to "China's new energy battery capital," Zaozhuang is fostering a technology innovation system that integrates enterprises, market orientation, and deep collaboration between industry, academia, and research [1]

A股复盘 | 一字一句解读 / 2025.10.23 新华社消息，中国共产党第二十届中央委员会第四次全体会议，于2025年10月20日至23日在北京举行。会议审议通过了《中共中央关于制 定国民经济和社会发展第十五个五年规划的建议》。 我通读了一遍公报，总结了五个关键词！科技、产业、民生、安全、统一！不过还是网友的总结有亮点，哈哈哈 | 领域 | | --- | | 产业体系 "产业"8次 150字 ｜ ☆ ☆ ☆ ☆ ☆ | | 科技创新 "科技"6次 120字 ｜☆ ☆ ☆ ☆ ☆ ☆ | | 安全 "安全"7次 100字 ☆ ☆ ☆ ☆ ☆ | | 内需/消费 "消费"2次 60字 ☆ ☆ ☆ | | 改革 "改革"5次 80字 | | 开放 "开放"3次 50字 ☆ ☆ ☆ | | 债务 "债务"1次 12字 ☆ ☆ | | 房地产 "房地产"1次 7字 ☆ | | 金融 "金融"0次 0字 准备吃屎窍 | 先看"十五五"时期经济社会发展的主要目标：高质量发展取得显著成效， 科技自立自强水平大幅提高， 进一步 全面深化改革 取得新突破， 社会文明程度明显提升，人民生活品质不断提高， 美丽中国 建设取得新 ...

创业板新能源ETF紧密跟踪创业板新能源指数，创新能源指数反映深交所创业板市场新能源产业上市公 司的运行特征。 数据显示，截至2025年8月29日，创业板新能源指数(399266)前十大权重股分别为宁德时代(300750)、阳 光电源(300274)、汇川技术(300124)、亿纬锂能(300014)、先导智能(300450)、欣旺达(300207)、罗博特 科(300757)、捷佳伟创(300724)、金力永磁(300748)、新宙邦(300037)，前十大权重股合计占比64.15%。 截至2025年10月23日 15:00，创业板新能源指数(399266)上涨0.99%，成分股新强联(300850)上涨 10.42%，天华新能(300390)上涨8.36%，金雷股份(300443)上涨5.52%，鹏辉能源(300438)上涨3.92%，国 民技术(300077)上涨3.52%。创业板新能源ETF(159261)上涨1.07%，最新价报1.51元。 消息面上，工信部相关负责人今日在2025新能源电池产业发展大会上表示，系统布局全固态电池、金属 空气电池等新一代电池研发工作。此外，固态电池技术持续突破，欣旺达推 ...

1个小时内，风格数次变换！ 今日（10月23日）早上开盘一个小时，A股风格就多次变化。首先是农行等红利资产大幅拉升，其他个股大跌。突然，农业银行短线跳水，股价由涨超2%到跌超 1%。红利资产亦跟随回落，成长股则借机反弹。不过后续，红利资产又"V形"拉升。整体而言，市场仍处于弱势。 从结构上来看，新能源是组织反攻的主力，锂矿、光伏板块快速上行，盛新锂能一度大涨8%，宁德时代下探回升一度涨超1%。盘中亦有两则消息传来：一是工业 和信息化部装备工业发展中心党委书记、副主任柳新岩表示，系统布局全固态电池、金属空气电池等新一代电池研发工作；二是上海钢联发布数据显示，今日电池 级碳酸锂（早盘）价格较上日上涨1500元，均价报77600元/吨。 A股风格频繁转换 风格转换的速度都在加快。早盘走势强劲的农业银行在上午10点过后，突然大跳水，并带领银行股整体冲高回落，这在一定程度上压制了红利资产的表现。 | 1分钟 5分钟 15分钟 30分钟 60分钟 日线 周线 月线 更多 > | 竞价 登加 重播 统计 画线 标记 +自选 返回 农业银行 601288 LR300 | | | | | 全国性银 | | --- | --- ...

10月23日，以"新能源.新动力.新未来"为主题的2025新能源电池产业发展大会在山东枣庄正式开幕。300多名高层次、重量级嘉宾齐聚枣庄，共探行业发展 新方向，洞察行业发展新趋势，为新能源电池产业聚势赋能。 翟军在致辞中指出，近年来，枣庄市各级抢抓"双碳"战略机遇，把新能源产业作为城市转型发展的首位产业来培育，坚持稳住"锂"、抢滩"氢"、开 发"光"、扩容"储"，先后引进吉利、欣旺达（300207）、科达利（002850）、中创新航、协氢等头部企业融链入群，持续提升新能源产业规模能级，积极 构建以企业为主体、市场为导向、产学研深度融合的新能源产业技术创新体系，奋力推动"百年煤城"向"中国新能源电池名城"蝶变。目前全市新能源企业 发展至278家，总营业收入突破500亿元。 翟军表示，本次大会搭建起政府、智库、企业多方交流的重要平台，真诚期待广大客商深度了解枣庄新能源电池产业，共享合作发展之机。枣庄市委、市 政府将持续优化营商环境，全流程便商利企，切实以高效务实的举措为新能源电池企业发展厚植沃土，携手各界共创绿色低碳高质量发展新篇章。 齐鲁晚报.齐鲁壹点记者靖亚如 此次大会采用"1+1+3+1"主体结构，主要包括 ...

Market Overview - The market has experienced increased volatility since October, particularly in the technology sector, with renewed interest in dividend assets due to heightened risk aversion stemming from escalating trade tensions [1] - The uncertainty from trade disputes may lead to a rotation of funds from crowded trades, resulting in fluctuations in high-valuation growth sectors and a rebound in undervalued sectors [1] Asset Allocation Strategy - In the current market context, focus on sectors with positive earnings forecasts such as semiconductor technology, battery, and non-ferrous metals during the third-quarter earnings reporting period [2] - From a funding perspective, main funds are flowing into AI technology sectors like electronics and communications, while southbound funds are notably directed towards dividend sectors like banking [2] Sector Performance Semiconductor Sector - The semiconductor sector is experiencing high growth, with a significant number of companies reporting strong earnings during the third-quarter disclosures [2] - Notable companies include Cambrian, which reported a net profit of 1.605 billion yuan, marking its first profitable quarter, and Haiguang Information, with a net profit of 1.961 billion yuan, up 28.56% year-on-year [2] Non-Ferrous Metals and Battery Sectors - The non-ferrous metals sector is showing signs of recovery, with expected profit growth of 50% by 2025, driven by various favorable factors including supply-side policies and global economic conditions [4] - The battery sector, previously affected by price wars, is expected to see a turnaround with a projected profit growth of 36% by 2025, supported by demand for energy storage and advancements in solid-state battery technology [7] AI and Technology Trends - The AI sector is catalyzing growth across various industries, with significant investments from major companies like Oracle and domestic tech giants increasing their AI capabilities [8] - The Hong Kong market is well-positioned to benefit from the AI narrative, with a complete domestic AI industry chain and major tech companies included in the Hong Kong Technology ETF [8] Funding Trends - Main funds are showing a "barbell" strategy, focusing on both technology sectors and undervalued dividend sectors like banking and consumer goods [12] - Recent data indicates significant net inflows into electronic and communication sectors, with banking also receiving attention as a defensive investment [12] Conclusion - The current market dynamics suggest a strategic focus on sectors with strong earnings potential and favorable growth forecasts, particularly in technology and dividend-paying sectors, as investors seek stability and returns in a volatile environment [1][2][4][7][12]

文 | 周涛 10月22日，以"新能源·新动力·新未来"为主题的2025新能源电池产业发展大会在山东枣庄正式启幕。 这场由中国机械工业联合会主办、欣旺达动力科技股份有限公司承办的行业盛会，汇聚了300余位国际 机构代表、院士专家及产业链头部企业高管，共探固态电池、超充技术、储能应用等行业前沿议题。 这已是枣庄连续三年举办"新能源电池产业发展大会"。明者因时而变，知者随事而制，当一众头部企业 齐聚一堂，搭建起"政 产 学 研 用"协同平台，不断为全球新能源技术攻坚与生态协同注入新动能。 当枣庄又一次站在国际的舞台，一座资源型城市的转型突围，娓娓道来。 片来源：界面山东 为何是枣庄 枣庄坐落于位居京沪廊道中点，京杭大运河穿境而过，是沟通华北和华东、沿海与中原的黄金要道。 依托煤化工、机械制造等传统产业基础，枣庄精准切入新能源电池材料与装备制造赛道——化工企业转 型提炼电解液溶剂，矿山装备厂研发防爆锂电池设备。 及至2021年，枣庄抓住产业发展机遇，大力实施"工业强市、产业兴市"战略，把锂电作为城市转型的重 点产业来培育，提出建设绿色安全新能源典范城市、打造中国北方锂电之都的奋斗目标。 值得一提的是山东精工电子的经 ...

清晨的阳光为停产的煤矿井架镀上一层金光，这座斑驳的钢铁巨兽，如同一位退场的见证者，凝望着昔 日的辉煌；而在"零碳智谷"先导区，塔吊林立、机械挥舞，作为新时代的继承者，正蓄势待发，书 写"百年煤城"的崭新篇章。 这种时空交错的景象，正是山东省枣庄市产业转型的生动注脚。 从"黑色引擎"到"绿色动能"：一场发展理念的深刻嬗变 乌金滚滚，曾是枣庄作为重要能源基地的见证，但随着资源枯竭和环保压力加大，这座老工业基地面临 着严峻的转型之问：煤尽之后，路在何方？ 答案，就在新能源电池产业这片蓝海中。由此，一场旨在向绿色要未来、向创新要动能的深刻革命在枣 庄全面拉开序幕。 早在2003年，当大多数城市尚未窥见新能源曙光时，枣庄便已悄然落子新能源电池产业，与天津、深圳 等并肩成为全国最早发展新能源电池产业的城市之一。然而，由于当时产业不配套，枣庄的新能源电池 产业只是徘徊在电解液、电芯等产业链环节，未能形成完整的产业链条和集群优势，如同散落的珍珠， 缺少一根串珠成链的主线。 理念的转变，催生了行动上的突围。2008年，山东精工电子科技有限公司成立，从小锂电产品做起，这 是枣庄新能源电池产业起步的一个缩影，也是早期的探索者们在" ...

Core Viewpoint - The European Union (EU) is reportedly drafting new regulations that require Chinese companies to transfer core technologies, particularly in the fields of new energy batteries and clean technologies, in order to access the European market, which raises concerns about fairness and market openness [1][7][10]. Group 1: EU Regulations and Requirements - The EU plans to implement a pilot program in December for a €10 billion battery development subsidy, mandating that Chinese firms share technology and establish local manufacturing or joint ventures to qualify for subsidies [7][10]. - The EU's justification for these requirements is framed as a need for "real investment" and job creation, but it is perceived as a means to extract technology from Chinese companies [7][10]. Group 2: China's Response and Market Dynamics - China's Ministry of Foreign Affairs has firmly opposed the EU's demands, stating three main objections: against forced technology transfer, interference in business operations, and protectionism [10][22]. - The EU's actions are seen as a reaction to China's dominance in new energy technologies, with China projected to become the largest supplier of high-tech products to the EU by 2024, accounting for 30% of imports, particularly in batteries and electronics [10][22]. Group 3: Internal EU Conflicts - There are divisions within the EU regarding the approach to China, with some member states, like Germany and Hungary, opposing tariffs and actively seeking Chinese investments, indicating a lack of consensus on the strategy towards Chinese companies [16][22]. - The potential for retaliatory measures from China, such as restricting rare earth exports, could significantly impact the EU's electric vehicle transition and overall energy costs [17][22]. Group 4: Strategic Implications - The EU's "technology protectionism" is viewed as a sign of strategic anxiety, revealing weaknesses in its own industrial competitiveness and a misunderstanding of the resilience of Chinese enterprises [22]. - The EU's reliance on market access as leverage may backfire, as Chinese companies could accelerate their global expansion into more favorable markets, potentially leading to adverse consequences for the EU's green transition efforts [22].

二是保持均衡配置。手里既要有科技成长这样的"矛"，也要有黄金、大金融这类"盾"，用来应对中美贸易的不确定性； 三是控制仓位，耐心等待。别因为单日反弹就急着满仓，目前市场仍在震荡休整期，仓位控制在5-6成，留足子弹，等放量突破的信号明确再行动。 帮主一句劝：行情总在绝望中诞生，在犹豫中成长。当前A股中长期向上的逻辑并未改变，我们要做的就是在震荡中守住优质标的，等风来。我是帮主郑 重，投资路上，咱们一起稳扎稳打！ 中长线玩家，这时候最该沉住气。市场短期会受情绪摇摆，但长期终归要回归基本面。当前操作要把握三个关键： 一是紧抓"政策+业绩"双主线。半导体设备、AI端侧、新能源电池这些领域，既有国产替代的政策背书，又有行业景气度支撑，回调反而是布局机会； 朋友们，今天A股这缩量反弹，是不是看得你又喜又忧？三大指数全线上涨，创业板更是猛冲近2%，但两市成交额却缩到1.7万亿，创下近期新低。我是帮 主郑重，做了20年财经记者，专攻中长线——这种"指数红火、资金观望"的场面，背后其实藏着市场真正的情绪。 现在的市场，就像暴风雨前的傍晚。表面风平浪静，实则暗流涌动。昨天盘面上，科技股集体回暖，CPO、固态电池领涨，煤炭、燃气这 ...