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新型工业化调研行|“老三样”变“新三样” 湘潭制造业转型升级迈大步
Zhong Guo Jing Ying Bao· 2025-11-13 08:31
"近年来,湘潭市以模式创新驱动经济高质量发展,产业版图中'普通钢、燃油汽车、房地产'老三样转 型升级为'特种钢、电动汽车、先进电池'新三样,大踏步向先进制造业高地迈进,连续四年上榜全国先 进制造业百强市。"湖南省湘潭市政府相关负责人在工信部组织的"新型工业化媒体调研行"湖南站活动 中表示。 "建设世界工厂需要大量原材料,我们敏锐地抓住了这个契机。湘钢所处的长株潭区域和毗邻的长三角 区域聚集了大量制造业企业,也给我们提供了产品升级的机会。"肖凌云回忆,最初,周边某大型制造 业企业只采购湘钢的普通钢材,高强钢均从欧洲进口,通常欧洲产品从下单到运达需要半年时间。一次 偶然的机会,欧洲进口的高强钢出现板面不平的严重质量问题,这家大型制造企业抱着试试看的态度给 了湘钢一次机会,在经过6个车的效果评估之后,客户发现湘钢的产品完全符合其要求,而且湘钢产品 交货周期短、价格不到欧洲产品的一半,此后,这家大型制造业企业陆续用湘钢的高强钢取代了进口。 肖凌云介绍,近年来,湘钢在特厚EH500船板、XG1100超高强钢、X65QO海底管线管及钢悬链立管等 多项技术产品实现进口替代,部分细分领域实现全球首创。2015年,湘钢在国内率 ...
超过中国石油和贵州茅台 宁德时代总市值站上1.9万亿元
Zheng Quan Shi Bao Wang· 2025-11-13 08:25
人民财讯11月13日电,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。 从A股市值角度来看,宁德时代A股市值已超过1.8万亿元,位居A股第四,进一步拉近与贵州茅台的距 离。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。 转自:证券时报 ...
【周周牛事】三季报后,哪些行业景气度最高?
新财富· 2025-11-13 08:10
Core Viewpoint - The article discusses the recent third-quarter earnings reports, highlighting a divergence in industry performance, with some sectors experiencing significant growth while others are cooling off. It introduces the "Certainty Top List" by Go-Goal as a tool to identify high-prosperity investment sectors and potential companies quickly [1][6]. Summary by Relevant Sections Certainty Top List - The "Certainty Top List" is based on a quantitative selection logic from institutions, scoring listed companies across three dimensions: performance, valuation, and market [7][8]. - The total certainty score is calculated as the sum of performance score, market score, and valuation score [8]. High Prosperity Industries - The article emphasizes the use of the "Certainty Top List" to find high-prosperity industries by showcasing the highest-rated sectors, with the battery industry currently leading with a score of 76.0, and many companies within this sector scoring above 70.0 [11][12]. Features of Go-Goal - Go-Goal offers several features including: - Certainty Score Top List: Displays the top 100 stocks with the highest certainty scores in the Shanghai and Shenzhen markets [10]. - Certainty Score Change List: Shows stocks with significant recent changes in certainty scores [10]. - Performance Score Top List: Highlights the top 100 stocks based on performance scores [10]. - Performance Score Change List: Lists stocks with notable changes in performance scores [10]. - Industry Comprehensive Ranking List: Ranks industries based on the scores of all stocks within them [10].
永泰能源:正在有序推进正极固体增容材料试生产、中试和量产等各项工作
Ge Long Hui· 2025-11-13 08:04
格隆汇11月13日丨永泰能源(600157.SH)在互动平台表示,目前,公司优选兴庆煤矿、金泰源煤矿、森 达源煤矿作为煤下铝采矿权申请试点矿,已于2025年二季度顺利完成地质勘查施工,地质报告编制工作 正在进行中,三矿煤下铝资源获得了较好的勘查成果,均达到中型铝土矿矿床规模。后续,公司将有序 推进上述三矿煤下铝资源储量备案及采矿权获取工作。 目前,公司在取得全钒液流电池核心技术突破 基础上,正在有序推进正极固体增容材料试生产、中试和量产等各项工作,并将依托公司海内外技术团 队科技创新和技术迭代成果不断优化全钒液流电池上下游产线建设,同步做好客户储备和市场拓展工 作。 ...
A股收评:4029.50!指续创十年新高,锂电池产业链大爆发
Ge Long Hui· 2025-11-13 07:48
11月13日,A股三大指数今日低开高走,截至收盘,沪指涨0.73%报4029点续创十年新高,深证成指涨 1.78%,创业板指涨2.55%,北证50指数涨2.62%。全市场成交额2.07万亿元,较前一交易日增量1009亿 元,超3900股上涨,逾百股涨停。 | 现价 代码 | 名称 | 涨跌 | 涨幅 | | --- | --- | --- | --- | | 000001 上证指数 4029.50 +29.36 +0.73% | | | | | 399001 深证成指 13476.52 +235.90 +1.78% | | | | | 399006 创业板指 3201.75 +79.72 +2.55% | | | | 盘面上,碳酸锂期货价格持续上涨,锂矿概念、锂电池产业链大爆发,天齐锂业、盛新锂业、雅化集团 等多股涨停;黄金概念板块继续上升,兴业银锡、国成矿业涨停;油气、银行等少数几个板块录得下 跌。 具体来看: 能源金属板块暴涨,永兴材料、天齐锂业、盛新锂能、融捷股份涨停。 基本面上,六氟磷酸锂价格近月持续飙升,截至11月7日突破12.15万元/吨,较9月末涨幅达99%,下游 电解液企业采购加速,推动锂盐需 ...
超越贵州茅台!“宁王”总市值突破1.9万亿元
Zheng Quan Shi Bao· 2025-11-13 07:45
Group 1 - The core viewpoint of the article highlights that CATL's A-share stock price surged over 7%, reaching a record high of 415.6 yuan, marking a significant milestone for the company [1] - As of the report, CATL's A-share market capitalization has exceeded 1.8 trillion yuan, positioning it as the fifth largest in the A-share market, and narrowing the gap with Kweichow Moutai [1] - In terms of total market capitalization, CATL has surpassed 1.9 trillion yuan, overtaking Kweichow Moutai and China Petroleum, and is now ranked fourth in the A-share market [1]
沪指收涨0.73%,再创逾十年新高!电池板块强势
Bei Jing Shang Bao· 2025-11-13 07:38
北京商报讯(记者马换换王蔓蕾)11月13日,A股三大股指集体低开,开盘后三大股指集体走高,盘中翻 红,其中上证综指盘中触及4030.4点的高点,再度刷新逾十年新高。截至当日收盘,上证综指、深证成 指、创业板指分别收涨0.73%、1.78%、2.55%,分别报4029.5点、13476.52点、3201.75点。 个股方面,A股3953股飘红,其中104股涨停;1338股飘绿,无跌停个股。 成交金额方面,沪市成交金额8764.01亿元,深市成交金额11655.61亿元,两市合计成交金额2.04万亿 元。 盘面上,能源金属板块领涨,电池板块涨幅居前,板块内天宏锂电大幅收涨29.97%,万润新能、新宙 邦(300037)多股大涨。铁路公路、气溶胶检测、噪声防治等板块跌幅居前。 ...
股市三点钟丨沪指收涨0.73%,再创逾十年新高!电池板块强势
Bei Jing Shang Bao· 2025-11-13 07:36
个股方面,A股3953股飘红,其中104股涨停;1338股飘绿,无跌停个股。 北京商报讯(记者 马换换 王蔓蕾)11月13日,A股三大股指集体低开,开盘后三大股指集体走高,盘 中翻红,其中上证综指盘中触及4030.4点的高点,再度刷新逾十年新高。截至当日收盘,上证综指、深 证成指、创业板指分别收涨0.73%、1.78%、2.55%,分别报4029.5点、13476.52点、3201.75点。 盘面上,能源金属板块领涨,电池板块涨幅居前,板块内天宏锂电大幅收涨29.97%,万润新能、新宙 邦多股大涨。铁路公路、气溶胶检测、噪声防治等板块跌幅居前。 成交金额方面,沪市成交金额8764.01亿元,深市成交金额11655.61亿元,两市合计成交金额2.04万亿 元。 ...
固态电池
数说新能源· 2025-11-13 07:36
Group 1: Current Status and Core Advantages of Solid-State Batteries - The article discusses the differentiation in technology routes for solid-state batteries, highlighting the core advantages such as improved safety and energy density [2] - Solid-state batteries utilize solid electrolytes to replace liquid electrolytes, significantly reducing risks of thermal runaway and short circuits [3] Group 2: Industrialization Progress and Market Potential - The timeline for solid-state battery development includes milestones such as mass production of semi-solid batteries by 2025 and commercial deployment of all-solid batteries by 2027, with energy densities expected to reach 400-500 Wh/kg [3] - By 2030, global solid-state battery shipments are projected to reach 700 GWh, with semi-solid batteries accounting for 500 GWh and all-solid batteries for 200 GWh [3] Group 3: Key Technologies and Material Innovations - The article outlines the material systems for semi-solid and all-solid batteries, including the use of oxide/polymer for semi-solid and sulfide/halide for all-solid batteries to address interface stability issues [3] - Innovations in electrode materials, such as silicon-carbon anodes and high-voltage cathodes, are emphasized as critical for enhancing battery performance [3] Group 4: Application Scenarios and Cost Sensitivity - Different application scenarios are identified, with semi-solid batteries being suitable for consumer electronics and economic electric vehicles, while all-solid batteries target high-end electric vehicles and long-range robots [3] - The cost sensitivity of various applications is discussed, indicating that solid-state batteries will gradually replace liquid batteries in mid to high-cost scenarios as production scales up [3] Group 5: Domestic and International Competitive Landscape - The competitive landscape highlights early movers like Japan's Toyota focusing on all-solid battery development, while Chinese companies are advancing semi-solid battery production [3] - The article notes that by 2027, the gap in all-solid battery technology between China and international leaders is expected to narrow significantly [3]
收评:沪指低开高走涨0.73% 能源金属、电池板块领涨
Zhong Guo Jing Ji Wang· 2025-11-13 07:20
Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index closing at 4029.50 points, up 0.73%, and a total trading volume of 876.40 billion yuan [1] - The Shenzhen Component Index closed at 13476.52 points, up 1.78%, with a trading volume of 1165.56 billion yuan [1] - The ChiNext Index closed at 3201.75 points, up 2.55%, with a trading volume of 522.92 billion yuan [1] Sector Performance - The top-performing sectors included energy metals, batteries, and other power equipment, with significant gains [1] - The oil and gas extraction and services sector, along with road and rail transportation and banking, experienced declines [1] Detailed Sector Analysis - Energy metals sector increased by 7.03%, with a total trading volume of 725.85 million hands and a net inflow of 59.79 billion yuan [2] - The battery sector rose by 5.79%, with a trading volume of 4753.47 million hands and a net inflow of 156.37 billion yuan [2] - Other power equipment sector saw a 3.39% increase, with a trading volume of 1056.15 million hands and a net inflow of 14.21 billion yuan [2] - In contrast, the oil and gas extraction and services sector declined by 0.36%, with a trading volume of 1693.76 million hands and a net outflow of 3.26 billion yuan [2] - The banking sector fell by 0.24%, with a trading volume of 4081.71 million hands and a net outflow of 36.11 billion yuan [2]