凭借从技术研发到供应链整合的全链条领先优势，中国已稳固占据"世界电池工厂"的地位。置身百年变 局与能源革命的时代浪潮，中国电池新能源产业在领跑全球的同时，也面临短期挑战加剧、长期格局重 塑的现实。 11月11日—13日，以"求新应变重塑价值"为主题的ABEC2025丨第12届中国(苏州)电池新能源产业国际 高峰论坛顺利举办。论坛汇聚500余名全球电池新能源产业链"政、产、学、研、金、服、用"代表，共 同探索新周期下的发展路径，探讨产业高质量发展的新增长曲线，为全球电池新能源产业注入可持续发 展动能。 于清教 "中国电池产业已跨越'从无到有'的规模扩张阶段，迈入'从有到优'的价值创造新周期。"中关村新型电 池技术创新联盟、电池百人会理事长于清教在开幕式上表示，电池新能源行业仍处在深度调整期，价格 "未来的能源解决方案必然是多元化的，"陈宏表示，雄韬股份（002733）不局限于单一技术路径，开发 了高效的氢锂储能解决方案，在低空经济领域，推出搭载氢锂钠混动系统的无人机；同时，公司全力聚 焦于AI算力中心与数据中心UPS电源应用。今年，公司在固态电池的关键电化学性能实现显著突破，为 下一代产品奠定了坚实基础。 李琮 ...

Market Overview - On November 13, the A-share market opened lower but rose throughout the day, with the Shanghai Composite Index facing resistance around 4025 points[2] - The Shanghai Composite Index closed at 4029.50 points, up 0.73%, while the Shenzhen Component Index rose 1.78% to 13476.52 points[7] - Total trading volume for both markets reached 20,658 billion yuan, above the median of the past three years[3] Sector Performance - Key sectors showing strong performance included batteries, energy metals, chemical products, and semiconductors, while sectors like railroads, banks, and power showed weaker performance[3] - Over 70% of stocks in the two markets experienced gains, with energy metals and batteries leading the rise[7] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 16.40 times and 49.22 times, respectively, above the median levels of the past three years, indicating a suitable environment for medium to long-term investments[3] - The market is at a significant transition point, with the Shanghai Composite Index likely to consolidate around the 4000-point mark[3] Investment Strategy - Investors are advised to adopt a balanced allocation strategy focusing on "cyclical + technology growth" to capture structural opportunities[3] - Short-term recommendations include monitoring investment opportunities in batteries, energy metals, chemical products, and semiconductors[3] Risk Factors - Potential risks include unexpected overseas economic downturns, domestic policy changes, and macroeconomic disturbances that could impact the recovery process[4]

Core Viewpoint - On November 13, CATL's A-share stock price surged over 7%, closing at 415.6 CNY, marking a historical high [1]. Group 1: Stock Performance - CATL's stock closed at 415.6 CNY, with a market capitalization reaching 1.9123 trillion CNY [2]. - The stock experienced a price increase of 29.22 CNY, equivalent to a 7.56% rise [3]. - The highest price during the trading day was 421.3 CNY, while the lowest was 385.05 CNY, indicating a trading range of 9.38% [2]. Group 2: Market Position - CATL's total market capitalization surpassed that of Kweichow Moutai and China Petroleum, positioning it as the fourth largest in A-shares [2]. - The stock's price-to-earnings (P/E) ratio (TTM) stands at 29.73, with an estimated P/E ratio of 27.90 [2].

| 从总市值角度来看，宁德时代总市值站上1.9万亿元，超过贵州茅台和中国石油，位居A股第四。 | | --- | 编辑丨钉钉 11月13日，宁德时代A股股价大涨超7%，收盘价达到415.6元，创出历史新高。 | < W | 宁德时代(300750) | | | | --- | --- | --- | --- | | | 闭市 11-13 15:30:15 融 通 | | | | 4.15.60 额 229亿 股本 45.63亿 市盈™ | | 29.7 | 万得 | | 29.22 7.56% | 换 1.32% 市值 19123亿 市净" | 6.03 | 盘口 | | 数据 | | 所属板块 | | | 鼓局 | 421.30 | 今开 | 385.05 | | 最低 | 385.05 | 卧汇仪 | 386.38 | | 均价 | 407.81 | 成交量 | 56.27万 | | 振幅 | 9.38% | 成交额 | 229.45亿 | | 现手 | 7023 | 委比 | -90.52% | | 量比0 | 2.69 | 委差 | -1779 | | 外盘(7 | 33.33万 | 涨停 | 463 ...

（原标题：钠离子电池概念涨4.47%，主力资金净流入79股） 截至11月13日收盘，钠离子电池概念上涨4.47%，位居概念板块涨幅第3，板块内，124股上涨，海科新源、华盛锂电、泰和科技等20%涨停，维科 技术、沧州明珠、多氟多等涨停，万润新能、新宙邦、星源材质等涨幅居前，分别上涨17.82%、17.49%、14.98%。跌幅居前的有威腾电气、科达 自控、云南能投等，分别下跌5.92%、2.84%、1.44%。 | 双环科技 | | | | | | --- | --- | --- | --- | --- | | 688598 金博股份 | 2.84 | 3.38 | -367.86 | -1.68 | | 301487 盟固利 | 4.79 | 11.97 | -405.15 | -0.46 | | 688567 孚能科技 | 3.30 | 2.34 | -590.79 | -1.14 | | 000709 河钢股份 | 1.18 | 1.13 | -665.25 | -2.21 | | 603529 爱玛科技 | -0.18 | 0.77 | -689.01 | -3.21 | | 603693 江苏新能 ...

截至11月13日收盘，钠离子电池概念上涨4.47%，位居概念板块涨幅第3，板块内，124股上涨，海科新 源、华盛锂电、泰和科技等20%涨停，维科技术、沧州明珠、多氟多等涨停，万润新能、新宙邦、星源 材质等涨幅居前，分别上涨17.82%、17.49%、14.98%。跌幅居前的有威腾电气、科达自控、云南能投 等，分别下跌5.92%、2.84%、1.44%。 份 | 000066 | 中国长 | 0.94 | 1.18 | 2246.05 | 3.68 | | --- | --- | --- | --- | --- | --- | | | 城 | | | | | | 301152 | 天力锂 | 4.06 | 20.16 | 2026.62 | 3.94 | | | 能 | | | | | | | 天能股 | | | | | | 688819 | 份 | 5.79 | 0.87 | 2011.97 | 6.70 | | 603200 | 上海洗 | 1.52 | 4.34 | 1987.28 | 3.39 | | | 霸 | | | | | | | 华宝新 | | | | | | 301327 | 能 | 0.56 ...

固态电池概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300750 | 宁德时 代 | 7.56 | 1.32 | 262166.69 | 11.43 | | 002709 | 天赐材 料 | 10.00 | 10.02 | 174871.38 | 26.46 | | 002466 | 天齐锂 业 | 9.98 | 9.68 | 137323.99 | 16.56 | | 002407 | 多氟多 | 10.01 | 23.90 | 96127.95 | 10.21 | | 002460 | 赣锋锂 业 | 6.63 | 10.57 | 73185.49 | 8.03 | | 002812 | 恩捷股 份 | 10.00 | 8.92 | 59806.15 | 13.43 | | 603799 | 华友钴 | 8.04 | 7.65 | 50907.16 | 5.47 | | --- | --- | - ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688392 | 骄成指声 | 114.00 | -3.35% | 2.44万 | 2.82亿 | | 688339 | 亿华道 | 31.45 | -2.24% | 8.93万 | 2.86亿 | | 603031 | 安孚科技 | 41.33 | -1.62% | 6.36万 | 2.689Z | | 002733 | 雄韬股份 | 24.43 | -0.97% | 63.68万 | 15.78亿 | | 688148 | 芳源股份 | 12.56 | 0.40% | 90.00万 | 11.80亿 | | 301121 | 紫建电子 | 45.73 | 0.51% | 2.80万 | 1.29亿 | | 300953 | 震裕科技 | 149.78 | 0.52% | 3.08万 | 4.63亿 | | 920152 | 昆】科技 | 30.00 | 0.54% | 3.71万 | 1.13亿 | | 301327 | 华宝新能 | 63.0 ...

Group 1: Market Performance - As of November 13, 2025, the A-share market closed with significant gains in the Hong Kong innovative drug and power equipment sectors, with increases of 4.50% and 4.31% respectively [1][6] - The A-share market saw a notable increase in the entrepreneurial board index, which rose over 2.7%, surpassing the 3200-point mark, driven by positive sentiment in the lithium battery industry [9] Group 2: Power Equipment Industry - The 2025 World Power Battery Conference opened in Yibin, Sichuan, with 180 signed projects totaling 861.3 billion yuan, focusing on green energy sectors such as power batteries and new energy vehicles [2] - The National Energy Administration released guidelines to promote the integration of new energy, which is expected to create new demand growth points for the lithium battery industry [2] Group 3: Lithium Battery Industry - The price of lithium hexafluorophosphate has rebounded strongly, rising from less than 50,000 yuan/ton in July to over 120,000 yuan/ton as of early November 2025, indicating potential for further increases [4] - The overall revenue of the lithium battery industry chain for the first three quarters of 2025 reached 636.19 billion yuan, a year-on-year increase of 16.12%, with net profit rising by 40.37% [4] - Demand from the new energy vehicle and energy storage sectors is driving significant growth in electrolyte procurement, while supply constraints are expected to enhance profitability across the industry [4] Group 4: Innovative Pharmaceuticals - The clinical progress of Innovent Biologics continues to exceed expectations, with Pfizer's aggressive clinical plans for its ADC therapy anticipated to start in November 2025 [5] - The domestic pharmaceutical industry's internationalization is accelerating, with transaction amounts related to innovative drugs reaching 93.7 billion USD in the first three quarters of 2025 [5] - The largest Hong Kong innovative drug ETF has seen continuous capital inflow, reaching a new high in scale at 25.347 billion yuan [5] Group 5: Communication Industry - The communication sector's revenue grew by 2.8% year-on-year in the first half of 2025, with net profit increasing by 7.8%, indicating steady performance [7] - The satellite internet industry is establishing a trend that is expected to gain traction, with continued growth anticipated in the fourth quarter of 2025 [7] Group 6: Oil and Petrochemical Industry - The current oil market faces oversupply, but OPEC+'s decision to slow production increases may help mitigate this risk [8] - The IEA projects a demand increase of 700,000 barrels per day in 2026, while supply is expected to grow by 2.4 million barrels per day, indicating a potential imbalance [8]

（文章来源：证券日报） 证券日报网讯 11月12日晚间，国轩高科发布公告称，近日，公司已成功发行2025年度第一期中期票 据，发行总额为人民币6亿元，募集资金已于2025年11月12日全额到账。 ...