> 今年以来，"宁王"涨幅已接近40%。这反映了市场对公司未来增长潜力的强烈信心。消息面上，有券商 研究指出，宁德时代对2026年的要货指引上修至1100GWh，同比增长46%。 新华财经北京9月15日电（胡晨曦） 9月15日，宁德时代A股盘中一度大涨超14%，至收盘时涨9.14%， 再创新高；H股盘中大涨近9%，同样刷新纪录。电池板块因此大幅拉升，板块涨幅一度超5%，中一科 技涨停，天宏锂电、湖南裕能等涨超10%。 消息面上，宁德对供应商2026年排产指引上修至1100GWh，同比增长46%，大超市场预期。业内人士指 出，这强化了市场对未来需求的乐观预期。 供应商：排产指引高增长 产品确实供不应求 据媒体报道，一家宁德时代供应商表示，宁德时代对供应商2026年排产指引的确出现高增长。实际上不 仅是对明年，今年的需求已经大幅提升。另一家宁德时代供应商同样表示，公司目前的产品确实供不应 求，扩产需看实际情况安排。 实际上，宁德时代也是今年锂电行业扩产最迅猛的几家企业之一。根据财报，宁德时代2025年上半年超 级在建工程总投资预算首次突破4000亿元，较2024年末增长21.40%。此外，宁德时代订单需求持续增 ...

Group 1 - The article discusses the 2025 11th Lithium Battery Golden Ding Award, aimed at encouraging innovation and recognizing outstanding contributions in the lithium battery industry [2] - The award is open to leading and innovative companies across the entire lithium battery supply chain, including materials, components, equipment, cells, PACK, downstream applications, and battery recycling [2] - The selection process involves self-nomination or recommendations, candidate data review, committee voting, notification of shortlisted companies, final award list confirmation, and an award ceremony [2] Group 2 - The registration period for the award is from September 1, 2025, to October 15, 2025, with preliminary scoring and determination of shortlisted companies occurring from October 16 to October 20, 2025 [3] - The final award list will be confirmed between October 21 and November 1, 2025, with the award ceremony scheduled for December 12, 2025, in Shenzhen [3] - The event will coincide with the 2025 11th Qidian Lithium Industry Annual Conference and the 2025 Qidian User-side Energy Storage Battery Technology Forum, inviting over 1500 industry leaders, technical experts, and media personnel [3] Group 3 - Various award categories include: - 2025 Annual Lithium Battery Cell Technology Innovation Award - 2025 Annual Power Generation and Grid-side Energy Storage Battery Technology Innovation Award - 2025 Annual Household Energy Storage Battery Technology Innovation Award - 2025 Annual Industrial and Commercial Energy Storage Battery Technology Innovation Award - 2025 Annual Portable Energy Storage Battery Technology Innovation Award - 2025 Annual Lightweight Power Battery Technology Innovation Award - 2025 Annual Lithium Battery Material Technology Innovation Award - 2025 Annual Lithium Battery Equipment Technology Innovation Award - 2025 Annual Lithium Battery PACK and Application Technology Innovation Award - 2025 Annual Lithium Battery Safety Technology Innovation Award - 2025 Annual Quality Service Provider in the Lithium Battery Industry - 2025 Annual Star Product in the Lithium Battery Industry - 2025 Annual Contribution Award in the Lithium Battery Industry - 2025 Annual Zero Carbon/Low Carbon Case Award in the Lithium Battery Industry - 2025 Annual Trusted Brand in the Lithium Battery Industry [4] Group 4 - Companies interested in applying must provide a company profile, product details (model, capacity, shipment volume, advantages, cooperation cases, and clients), technical features, leading characteristics, and typical case descriptions [4] - Additional materials required include a high-definition company logo and up to five clear product images, which should be sent to the organizing committee's email [4]

每经讯，2025年9月15日，北交所上市公司天宏锂电（873152，收盘价：33.68元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到31.90%，成交数量2176.47万股，成交金额7.4亿元。买一席位为国信证券股份有限公司深圳互联网分公司，买 入1444.59万元；卖一席位为机构专用，卖出1397.64万元。 每日经济新闻 （记者 曾健辉） | | 2025-09-15天宏锂电 (873152) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | नेट ग | 国信证券股份有限公司深圳互联网分公司 | 14445861.97 | 8985951.15 | | 买2 | 机构专用 | 13515092.04 | 13976365.31 | | 买3 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 9685716.15 | 10023017 48 | | में 4 | 国金证券股份有限公司深圳分公司 | 9618572.03 | 9424428.06 | | જેટ | 东方财富证券股 ...

A股硬科技冷却，新能源产业链强势归来。 周一，万亿"宁王"盘中久违狂飙，带动电池、储能、光伏全线大爆发。 截至发稿，A股中一科技、百利科技（维权）、迪生力、尚太科技、天赐材料等多股涨停，宁德时代、赣锋锂业、亿纬锂能（维权）纷纷大涨。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 > | 总市值 | | --- | --- | --- | --- | --- | --- | | 301150 | 中一科技 | 43.92 | +7.32 | 20.00% | 102.44 Z | | 301358 | 湖南裕能 | 44.62 | +4.69 | 11.75% | 339.47 Z | | eo3a2a | 百利科技 | 6.46 | +0.59 | 10.05% | 31.67亿 | | 603335 | 迪生力 | 5.83 | +0.53 | 10.00% | 24.96亿 | | 001301 | 尚太科技 | 70.53 | +6.47 | 10.00% | 183.94 Z | | 300750 | 宁德时代 | 357.46 | +32.46 | 9.99% | 1.63万亿 | | 0 ...

Market Overview - A-shares showed mixed performance on September 15, with the ChiNext Index leading the gains [1] - The Shanghai Composite Index decreased by 0.20% to 3862.96, while the Shenzhen Component Index increased by 1.12% to 13068.64, and the ChiNext Index rose by 2.62% to 3099.47 [2] Sector Performance - The semiconductor sector, automotive chip concept, and storage chip concept saw significant gains, while cultivated diamonds and copper industries weakened [1] - Energy metals, energy storage, and photovoltaic equipment sectors led the gains, with CATL and Sungrow Power achieving historical highs, with increases of 11.38% and 8.16% respectively [3] New Energy and Automotive Sector - The new energy concept stocks surged, with Tianqi Lithium hitting the daily limit, and smart driving concepts also active, with multiple stocks like Suoling Co., Shanzigao Technology, and others reaching their daily limits [5] - The Ministry of Industry and Information Technology released a plan aiming for 32.3 million vehicle sales in 2025, with a target of 15.5 million for new energy vehicles, reflecting a 20% year-on-year growth [7] Pre-made Food Sector - The pre-made food sector showed strong activity, with stocks like Huifa Food and Delisi hitting the daily limit, driven by the upcoming national standards for food safety [8][9] Robotics Sector - The robotics sector experienced a rise, with companies like Zhongdali De and Wanxiang Qianchao hitting the daily limit, following comments from Elon Musk about advancements in Tesla's Optimus robot [10][11] Company-Specific News - Pop Mart's stock fell nearly 8% after a downgrade from JPMorgan, with concerns over the market's rational return regarding its IP heat [12]

1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The lithium carbonate market is in a state of wide - range fluctuation. Supply continues to increase, but terminal demand is strong, evidenced by the reduction in total inventory. Prices are supported in the short - term and are expected to maintain wide - range fluctuations [5]. 3. Summary by Relevant Catalogs 3.1 Macro Overview - The State Council plans to conduct comprehensive reform pilot projects on the market - based allocation of factors in 10 regions. China's August PPI was - 2.9% year - on - year, with the previous value at - 3.6%, and the month - on - month change turned flat from a 0.2% decline last month. August CPI was - 0.4% year - on - year, with the previous value at 0%, and the month - on - month change was flat. China's exports in August increased by 4.4% year - on - year in US dollars, and imports increased by 1.3%. US inflation was in line with expectations, with August CPI increasing by 2.9% year - on - year and 0.4% month - on - month. The August core CPI increased by 3.1% year - on - year and 0.3% month - on - month. The US non - farm annual revision was worse than expected, with a downward revision of 911,000. The market is pricing in three interest rate cuts. The European Central Bank kept interest rates unchanged [3]. 3.2 Supply - side - This week, lithium carbonate production continued to increase, reaching over 20,000 tons weekly and hitting a new high for the year. The significant increase in spodumene production offset the reduction in mica and salt lake production. As of September 12, lithium carbonate production was 21,000 tons, a week - on - week increase of 250 tons, and the enterprise operating rate was 48.64%, a week - on - week increase of 0.58% [4][9]. 3.3 Demand - side - From September 1 - 7, the retail sales of new energy vehicles in the national passenger car market were 181,000 units, a 3% year - on - year decrease compared to the same period last September and a 1% decrease compared to the previous month. The retail penetration rate of the new energy market was 59.6%, and the cumulative retail sales this year were 7.752 million units, a 25% year - on - year increase. The wholesale volume of new energy vehicles by national passenger car manufacturers was 179,000 units, a 5% year - on - year increase compared to the same period last September and a 12% increase compared to the previous month. The wholesale penetration rate of new energy manufacturers was 58.1%, and the cumulative wholesale volume this year was 9.122 million units, a 33% year - on - year increase [4]. 3.4 Cost and Profit - This week, the prices of lithium ore decreased. The African SC 5% was quoted at $610 per ton, a decrease of $20 per ton compared to last week; the Australian 6% spodumene CIF price was $800 per ton, a decrease of $30 per ton compared to last week; the lithium mica market price was 2,330 yuan per ton, unchanged from last week. As of September 12, the production cost of lithium carbonate was 65,367 yuan per ton, a week - on - week decrease of 1,830 yuan, and the industry profit was 7,809 yuan per ton, a week - on - week increase of 920 yuan [4][48][50]. 3.5 Total Inventory - As of September 11, the total lithium carbonate inventory was 138,512 tons, a decrease of 1,580 tons compared to last week. The inventory of upstream smelters was 36,213 tons, a week - on - week decrease of 3,262 tons. The total lithium carbonate inventory continued to decline, the smelter inventory decreased rapidly, and the downstream material factories continued to replenish their stocks [5][33]. 3.6 Market Outlook - This week, the new quotes for battery - grade lithium carbonate mostly fluctuated around the flat - water level, the basis strengthened, and the large - discount supplies decreased compared to the previous period. Lithium salt factories still had a price - holding sentiment, and most of the spot orders were pre - sold. The restocking enthusiasm of downstream material factories was fair, and market circulation improved. Overall, lithium carbonate production continued to increase, but the total inventory also decreased synchronously, indicating strong terminal demand. Prices are expected to maintain wide - range fluctuations in the short - term [5]. 3.7 Price List of the Lithium - battery Industry - The prices of most products in the lithium - battery industry decreased this week. For example, the 6% CIF spodumene price was $800 per ton, a 3.61% decrease compared to last week; the battery - grade lithium carbonate price was 71,000 yuan per ton, a 3.4% decrease compared to last week. However, some products such as the 523 ternary material and 523 ternary precursor saw price increases [6]. 3.8 Market Review - As of September 12, LC2511 closed at 71,160 yuan per ton, a 4.2% decrease compared to last week. The spot price of battery - grade lithium carbonate was 71,000 yuan per ton, a 3.4% decrease compared to last week, and the basis changed from a premium to a slight discount. The main contract position was 3.09 million. The main contract mostly declined this week. The news of Ningde's resumption of production had a negative impact on market sentiment [7]. 3.9 Production of Other Products - As of September 12, the production of lithium hydroxide was 5,235 tons, a week - on - week increase of 115 tons, and the enterprise operating rate was 36.04%, a week - on - week increase of 0.8%. The production of lithium iron phosphate was 78,307 tons, a week - on - week increase of 1,300 tons, and the enterprise operating rate was 68.9%, a week - on - week increase of 1.2% [11][14]. 3.10 Downstream Inventory - As of September 12, the total inventory of the lithium iron phosphate industry was 49,550 tons, an increase of 1,350 tons compared to last week. The finished - product inventory of lithium iron phosphate increased significantly, and the industry was in a situation of strong supply and demand [37]. 3.11 Cost - side - As of September 12, the African SC 5% was quoted at $610 per ton, a decrease of $20 per ton compared to last week; the Australian 6% spodumene CIF price was $800 per ton, a decrease of $30 per ton compared to last week; the lithium mica market price was 2,330 yuan per ton, unchanged from last week. Lithium ore prices fluctuated around lithium salt prices, with low spot circulation [48]. 3.12 Profit of Other Products - As of September 12, the production cost of lithium hydroxide was 68,514 yuan per ton, a week - on - week decrease of 938 yuan, and the industry profit was 6,600 yuan per ton, a week - on - week increase of 184 yuan. The production cost of lithium iron phosphate was 34,362 yuan per ton, a week - on - week decrease of 573 yuan per ton, and it was in a loss state of 943 yuan per ton, unchanged from last week [53][56].

Investment Rating - The report maintains a "Positive" investment rating for the industry [3] Core Insights - The report highlights that the energy consumption standards for silicon materials may tighten, which could lead to the exit of outdated production capacity. Additionally, the demand for energy storage is expected to exceed expectations, driven by new policies and market dynamics [14][41] Summary by Sections 1. Photovoltaics - The silicon material energy consumption standard has been tightened from 7.5 kgce/kg to 6.5 kgce/kg, aimed at phasing out outdated capacity [20] - The mechanism for electricity pricing in Shandong has been implemented, with solar power projects expected to restart demand [21] - The report recommends stocks benefiting from the anti-involution trend, including Tongwei Co., GCL-Poly Energy, and LONGi Green Energy [15][33] 2. Energy Storage - The National Development and Reform Commission and the Energy Administration have issued a plan for large-scale construction of new energy storage, targeting an installed capacity of over 180 GW by 2027 [41] - Various provinces are implementing capacity pricing mechanisms, with Ningxia setting a capacity price of 100 yuan/kW·year from October to December 2025, increasing to 165 yuan/kW·year from January 2026 [40][41] - The report recommends leading companies in the energy storage sector, such as Sungrow Power Supply and Deye Technology [14][41] 3. Lithium Batteries - The lithium battery sector is experiencing stable upward momentum, with a focus on high-end battery manufacturers and solid-state battery developments [14] - The report highlights companies like CATL and Xiamen Tungsten Co. as key players in this space [15] 4. Wind Power - The wind power sector is seeing accelerated industry recovery, particularly in offshore wind and international markets [14] - Recommended stocks include Goldwind Technology and Mingyang Smart Energy, which are expected to benefit from this trend [15] 5. Power Equipment - The report notes that the ultra-high voltage sector remains robust, with ongoing approvals for major projects [14] - Companies such as Mingyang Electric and Sifang Co. are highlighted as potential investment opportunities [15] 6. New Directions - The report emphasizes the growth potential in humanoid robotics and AIDC technologies, with companies like Sanhua Intelligent Controls and Zhejiang Rongtai being recommended [14][15]

【导读】锂电板块开盘走强，汽车零部件板块多股涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 9 月 15 日开盘， A 股三大指数集体高开，随后走势分化，创业板指一度涨超 2% 。截至发 稿，沪指跌 0.02% ，深成指涨 0.95% ，创业板指涨 2.08% 。 从板块上来看，锂电板块开盘走强，智能驾驶概念股表现活跃，汽车及汽车零部件、航运、 创新药等板块涨幅居前；互联网、云计算、钢铁等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 高送转 | 水产 | 动力电池 | 汽车配件 | 航运 | 电工电网 | 汽车零部件 | 汽车 | 农业 | 海返 | | 2.95% | 2.59% | 2.50% | 2.40% | 2.19% | 3.03% | 2.06% | 1.54% | 1.44% | 1.24% | | 锂电正极 | 锂电负极 | 新能源汽车 | PEEK材料 | CRO | 精细化工 | 食品 | ...

9月15日，中信建投（601066）研报认为，锂电板块已兑现2025年市场需求超预期的逻辑，当前板块核 心矛盾转向2026年需求预期能否在20%增速基础上进一步上修。后续关注三大信号：一是四季度储能招 标情况，其将映射2026年装机数据；二是11月底电池企业招标对应2026年的要货预期，尽管当前部分电 池企业已经给出2026年指引将大幅超市场预期，但置信度仍被质疑，后续以价为基础的谈量具备可信 度；三是2026年汽车以旧换新等政策延续情况以及锂电排产信息。当前尽管有较大预期差，但经济性带 动下的储能超预期或将在明年加速，关注度提升的情况下第二波行情随时可能出现。 ...

Market Overview - The market experienced a pullback last Friday, with all three major indices closing lower. The Shanghai Composite Index fell by 0.12%, the Shenzhen Component Index by 0.43%, and the ChiNext Index by 1.09% [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.52 trillion yuan, an increase of 83.2 billion yuan compared to the previous trading day [1] Sector Performance - Sectors such as non-ferrous metals, storage chips, and film and television saw significant gains, while large financials, liquor, and gaming sectors faced notable declines [1] Analyst Insights Huatai Securities - Huatai Securities suggests a return to value and growth dynamics, focusing on domestic computing power chains, innovative pharmaceuticals, and robotics [2] - The firm notes that the A-share market has shown resilience after a brief profit-taking phase, with active trading and a positive medium-term outlook for the domestic economy [2] CITIC Construction Investment - CITIC Construction Investment continues to be bullish on the energy storage and lithium battery sectors, highlighting recent price adjustments in Shandong and capacity pricing in Ningxia as positive indicators for investment [3] - The firm emphasizes the importance of monitoring future demand forecasts for 2026 and ongoing policy support for the lithium battery sector [3] Kaiyuan Securities - Kaiyuan Securities indicates that the innovative pharmaceutical sector is entering a rapid growth phase, with Chinese biotech companies expected to maintain stable revenue growth and reduced net losses by mid-2025 [4] - The firm recommends focusing on seven promising innovative drug sectors over the next 6-12 months, which are poised for significant market opportunities [4]