目 录 | | 每日报告精选（2026-01-21 09:00——2026-01-22 15:00） | 2 | | --- | --- | --- | |  | 策略观察：《AI 硬件景气强化，科技制造出海延续》2026-01-22 | 2 | |  | 行业跟踪报告：消费电子《核聚变材料空间广阔，国内企业积极突破》2026-01-22 | 3 | |  | 行业专题研究：水泥制造业《水泥出海国别研究之乌干达》2026-01-21 | 3 | |  | 行业专题研究：可选消费品《智能眼镜产品力系列深度一：AR 的崛起，不是偶然》2026-01-21 | 4 | |  | 公司首次覆盖：北汽蓝谷（600733）《双品牌驱动营收增长，积极布局自动驾驶》2026-01-22 | 5 | |  | 海外报告：康耐特光学（2276）《业绩预增 30%，智能眼镜景气持续》2026-01-21 | 6 | |  | 公司公告点评：华秦科技（688281）《签订日常经营合同，航发特种功能材料再获大单》2026-01-21 | 6 | |  | 公司跟踪报告：中国汽研（601965）《25Q4 业绩预增，强检 ...

证券之星消息，1月22日电池板块较上一交易日下跌1.17%，容百科技领跌。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。电池板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300953 | 震裕科技 | 1.43 G | 10.39% | -4791.14万 | -3.48% | -9525.25万 | -6.91% | | 300409 | 道氏技术 | 5072.69万 | 4.07% | -746.36万 | -0.60% | -4326.33万 | -3.47% | | 301487 | 盟固利 | 1641.28万 | 6.69% | -567.01万 | -2.31% | -1074.27万 | -4.38% | | 603031 | 安孚科技 | 1634.09万 | 4.77% | -683.80万 | -1.99% | - ...

会议主办：鑫椤资讯 会议协办：厦门大学、LIRA 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2026国际电池产业大会 2026国际电池产业大会 会议时间：2026年4月22-24日 会议地点：马来西亚·吉隆坡 | | 议题 | 拟邀发言单位 | | --- | --- | --- | | 上午 | 中国电池企业出海"破局战"：地缘博弈、 | 亿年锂能 | | | 成本困局与本土化 | | | | 东南亚新能源市场政策与投资机遇 | 马来西亚投资发展局 | | | 待定 | 贝特瑞 | | | 东南亚储能项目"抗环境+稳供电"的双重 排战破解 | 鹏挥能源 | | | 背靠青山原料战略支撑, 布局海外电池产业战略新未来 | 瑞浦兰钧 | | | 锂离子电池老化与退化:机制、加速测试与 | 厦门大学马来西亚分校 | | | 寿命预测 | | | 下午 | 待定 全球视野、本土赋能,恩捷股份核心优势与 | 恒源石化 闊龍股份 | | | 2026镍、钴的博弈升级与 "新三角"崛起 乐南亚 | 优美科 | | | 全球供应链战略 | | | | 产业链协同出海如何提速 ...

公司基本面情况如何？ 公开资料显示，公司主营板块涵盖光伏行业（光伏产品、光伏电站EPC业务）、生态园林业务（园林工 程施工、园林景观设计、环保科技等）两大领域。 国晟科技前身为"乾景园林"，2022年跨界光伏。 "光伏第一妖股"六连跌停后又涨停了！ 国晟科技今日开盘封死"一字"跌停，这已是该股自1月15日以来连续第6个跌停板，5个一字跌停板。 不过午后股价突然拉升，触及涨停，上演"地天板"。自2025年11月以来，公司股价累计大涨近300%。 | ● 分时 日 周 月 章 年 1分 5分 15分 30分 60分 30s = 多周期 设置 | 因显科技 603778 ● # | PK 简 九线 角 王 桑 MIDB ● ▼ | 茶偶分析 × | 6005×4000 | 速球员价() 国际科技 分析 均价: 15.72 备致: 18.01 张伊尔:18.01 | 18. 01 +1.64 +10.02% | 18.01ppearseeseas | 0.02% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 8000000000 | 时间 | ...

超长续航背后的高集成艺术 来源：环球网 在插电混动车型越来越成为主流家庭用车选择的今天，用户对它的期待早已不仅是"省油"。大家希望它 能像纯电车一样安静、平顺、响应快，更希望拥有更长的纯电续航、更快的补能速度，以及不妥协的安 全性。1月13日，蜂巢能源在第六届电池日上正式发布的全球最大电量80kWh插混电池包——"堡垒 2.0"，正是瞄准这一用户痛点而来。它不仅让D级插混车也能轻松实现400公里以上的纯电续航，更通过 一系列硬核技术创新，将"安全"与"高效"刻入产品基因，为用户提供了超越期待的混动新选择。 景，就是一杯咖啡的休息时间，车辆便能获得满足数百公里行驶的电量。这种堪比高端纯电车的补能效 率，彻底打破了插混车充电慢的刻板印象，让日常用车更加随心所欲，长途出行也不再为寻找充电站而 频繁规划。 从内到外的全方位安全堡垒 安全是用户购车时最根本的考量。"堡垒2.0"之名，正源于其对安全极致的追求。在电池包结构上，它 采用创新的拉挤复材设计，使整体侧碰挤压能力达到国家标准的两倍以上，车身级的抗撞标准为乘员舱 筑起第一道坚固防线。在电芯内核层面，其电芯在严苛的单体三面连续挤压测试中，做到了不起火、不 爆炸，从根 ...

Group 1 - The main market experienced a net outflow of 29.79 billion yuan in major funds as of January 22 [1] - The top ten sectors with fund outflows included: Semiconductor (-12.56 billion yuan), Battery (-3.91 billion yuan), Power Grid Equipment (-3.54 billion yuan), Consumer Electronics (-2.81 billion yuan), Auto Parts (-2.52 billion yuan), Electronic Chemicals (-2.28 billion yuan), Power Industry (-1.67 billion yuan), Home Appliances (-1.61 billion yuan), Non-ferrous Metals (-1.60 billion yuan), and Precious Metals (-1.54 billion yuan) [1] Group 2 - The semiconductor sector saw a decline of 0.5% with a net outflow of 12.56 billion yuan, led by Zhenlei Technology [2] - The battery sector decreased by 0.71% with a net outflow of 3.91 billion yuan, primarily impacted by Zhenyu Technology [2] - The power grid equipment sector had a slight increase of 0.16% but still experienced a net outflow of 3.54 billion yuan, with Zhongchao Holdings being the most affected [3] - The consumer electronics sector rose by 0.31% despite a net outflow of 2.81 billion yuan, with Xinyi Communication as the major contributor [3] - The auto parts sector had a minimal increase of 0.07% while facing a net outflow of 2.52 billion yuan, led by Xusheng Group [3]

Core Viewpoint - The main market experienced a net outflow of 28.413 billion yuan in major funds as of January 22, with significant withdrawals from various sectors [1]. Group 1: Sector Performance - The semiconductor sector saw the largest net outflow of 11.511 billion yuan, with a decline of 1% [2]. - The battery sector experienced a net outflow of 3.255 billion yuan, with a decrease of 0.85% [2]. - The electric grid equipment sector had a net outflow of 3.188 billion yuan, with a slight drop of 0.21% [2]. - The non-ferrous metals sector recorded a net outflow of 2.401 billion yuan, with a modest increase of 0.45% [2]. - The automotive parts sector had a negligible change with a net outflow of 2.143 billion yuan [2]. - The electronic chemicals sector faced a significant outflow of 1.823 billion yuan, declining by 1.71% [3]. - The consumer electronics sector had a minor outflow of 1.768 billion yuan, with a slight increase of 0.03% [3]. - The precious metals sector saw a notable decline of 2.56%, with a net outflow of 1.528 billion yuan [3]. - The power industry experienced a small outflow of 1.461 billion yuan, with a slight increase of 0.12% [3]. - The chemical products sector had a net outflow of 1.258 billion yuan, with a minor increase of 0.06% [3].

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable amounts withdrawn from companies across different industries, suggesting a potential shift in investor sentiment and market dynamics [1][2][3] Group 1: Major Stocks with Capital Outflows - Sanhua Intelligent Control experienced a capital outflow of 1.402 billion, with a decline of 2.73% in stock price [2] - Tongfu Microelectronics saw a capital outflow of 1.309 billion, with a decrease of 1.55% [2] - Contemporary Amperex Technology reported a capital outflow of 1.143 billion, with a drop of 2.8% [2] - Zhaoyi Innovation also faced a capital outflow of 1.143 billion, with a decline of 1.93% [2] - Changdian Technology had a significant outflow of 861 million, with a sharp decrease of 6.25% [2] Group 2: Other Notable Stocks - Hunan Silver experienced a capital outflow of 836 million, but its stock price increased by 6.67% [2] - Huada Technology saw an outflow of 825 million, with a decline of 3.1% [2] - Yango Technology faced a capital outflow of 723 million, with a significant drop of 6.37% [2] - Sungrow Power Supply had an outflow of 720 million, with a decrease of 1.16% [2] - TBEA reported a capital outflow of 653 million, with a decline of 2.5% [2] Group 3: Additional Stocks with Capital Outflows - Baiwei Storage experienced a capital outflow of 588 million, with a slight decrease of 0.79% [2] - Nanda Optoelectronics saw an outflow of 577 million, with a decline of 4.25% [3] - Lens Technology faced a capital outflow of 565 million, with a decrease of 2.09% [3] - Zijin Mining reported an outflow of 556 million, with a decline of 2.31% [3] - EVE Energy experienced a capital outflow of 555 million, with a drop of 2.99% [3]

里昂发布研报称，进入2026年，宁德时代正面临多项逆风，引发投资者对其增长前景的担忧，包括中国 电动车销售放缓、锂价上涨，以及电池出口增值税退税削减。该行认为，宁德时代A/H股目前交易于 2026年预估市盈率17倍/22倍，此水平已反映了市场的大部分担忧。考虑到该行预测其2025至2027年每 股盈利年均复合增长率达31%，风险回报具有吸引力。 宁德时代（300750）(03750)午前跌超4%，截至发稿，跌4.65%，报463.4港元，成交额9.65亿港元。 ...

本文源自：金融界AI电报 在特斯拉股价上涨带动韩国电池板块反弹之际，LG能源解决方案股价上涨5.8%。 ...