盘面上，科网股涨跌不一，网易、哔哩哔哩跌幅超过2%，快手、小米跌幅超过1%，美团涨幅超过2%； 黄金股普涨，紫金黄金国际涨幅超过8%；有色金属股走强，中国铝业涨幅超过10%；锂电池股走强， 赣锋锂业涨幅超过14%；内房股跌幅居前，绿城中国跌幅超过4%。 10月30日，港股三大指数高开低走。截至收盘，恒生指数跌0.24%，报26282.69点，恒生科技指数跌 0.68%，国企指数跌0.31%。 来源：青岛财经日报 ...

孚能科技公告，第三季度营收为22.11亿元，同比下降1.20%；净利润亏损2.24亿元。前三季度营收为 65.64亿元，同比下降28.74%；净利润亏损3.85亿元。 ...

2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼 倒计时9天 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 第一批演讲/赞助/参展/参会企业名单： 赣锋锂业/融捷能源/国联研究院/茹天科技/中科固能 /固态离子能源/巴斯夫杉杉/天石科丰/有研广东院/博粤新材/清研电子/海 裕百特/先导智能/鑫晟达/科达制造/诩辰科技/索里德/伊特克斯/锐捷智能/清华大学深圳院/中科院合肥物质科学研究院/瑞富特/瑞森新材料/泰和科技/金钠科技/海四达 钠星/易事特钠电/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/时代思康/富钠能源/极电特能/华普森/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升 新能源/扬广科技/兆钠新能源/精诚时代/儒特股份/希倍动力/先导干燥/瓦时动力/苏州翼动新能/亿隆能源/钠创新能源/凯德利/长篙新材/孚悦科技/珈钠能源/天能钠电/ 鑫钠新材料/同兴科技/黔钠科技/维科技术/新威/容钠新能源/柏励司/钠美新能源/科路得新能源/华迈智能/猛狮新能源/绿捷环境/厦门前驱新材料/佰思格银川苏银产业 园/巴中经开区等 10月30日，欣旺达连发多条公告，其中披露三季度业绩的同时 ...

近期，碳酸锂市场迎来一波强劲上涨，期现两市同步走强，引发市场高度关注。 在期货市场， 10 月 30 日，主力合约 LC2601 一度涨超 3% ，突破 84900 元 / 吨；在现货市场，碳酸锂报价也已连续多个交易日上调。 电池级碳酸锂价格维持在 80300-81700 元 / 吨区间。市场供需呈现两旺格局。 回顾今年走势，碳酸锂价格可谓一波三折。其在 2025 年 5 月底曾跌至 5.8 万元 / 吨的低位，但进入三季度后，价格开启稳步回升通道。 这一轮涨势背后，是需求超预期爆发、供给偏紧、库存持续去化与成本坚实支撑的多重逻辑共振，行业供需格局正逐步重塑。 01 需求超预期增长 储能成为超级引擎 从需求端看，下游动力、储能两大核心赛道的旺盛需求，成为碳酸锂价格上涨的核心引擎。 " 金九银十 " 传统旺季叠加国家补贴落地，有效释放了消费需求 。出口方面，中国汽车出口量创历史新高，俄罗斯、韩国等海外市场表现突 出。 1-9 月，新能源汽车产销分别完成 1124.3 万辆和 1122.8 万辆，同比分别增长 35.2% 和 34.9% ，新能源汽车新车销量达到汽车新车总 销量的 46.1% 。预计 10 月新能 ...

公司上半年锁定宁德大单，预计未来平均每年为公司贡献20万吨以上的销售量，借助与头部电池企业深 化战略合作，公司龙头地位将持续稳固提升。 受益于出货量的强劲拉动，第三季度公司实现营业收入29.00亿元，同比增长52.26%；前三季度累计实 现营业收入达73.36亿元，同比增长51.18%。 值得注意的是，第三季度公司毛利率为4.02%，环比与同比均呈现明显提升；经营性现金流量净额为 2.58亿元，成功由负转正；其他经营质效指标也连续四季度改善。 业内人士分析，这得益于公司产能利用率的持续高位运行以及精细化的成本管控。通过降低费用支出、 优化供应链管理、加强客户回款力度等多项举措，公司降本增效成果明显，运营效率提升显著，未来可 期。 铁锂需求高歌猛进产业链各环节出现涨价潮 动力方面，随着性能的快速提升和安全性能优异的保障，磷酸铁锂电池占比正在迅速扩大。数据显示， 截至2025年9月，磷酸铁锂电池累计装车量402.6GWh，占比81.5%，同比增长62.7%；三元电池累计装 车量91.2GWh，占比18.5%，同比下降7.8%。 10月30日，万润新能(688275)发布2025年第三季度报告。报告显示，1-9月， ...

Market Overview - The A-share market maintained a strong oscillation pattern in the morning but saw major indices decline after noon, with the Shanghai Composite Index breaking below the 4000-point mark [2] - Despite the decline, trading volume in the Shanghai and Shenzhen markets increased, indicating strong support at lower levels [2] - The Hang Seng Index in Hong Kong showed signs of recovery after the A-share market closed, suggesting sustained investment confidence in Chinese assets [2][5] Short-term Trading Catalysts - Three clear short-term trading catalysts were identified: 1. Trade negotiations have shown signs of resolution, leading to profit-taking among investors [2] 2. The Federal Reserve's stance on interest rate cuts has become clearer, with indications that a new round of cuts is not imminent, prompting profit-taking [2] 3. Third-quarter earnings reports are becoming clearer, particularly for key companies, leading to increased profit-taking [2] Sector Performance - AI hardware sector stocks, particularly in the CPO field, experienced weak performance, indicating that momentum investors began to sell off [3] - The innovative drug sector also faced downward pressure as the narrative around sustained Fed rate cuts weakened, leading to increased selling pressure [3] - Despite the pressure on certain sectors, insurance and lithium battery stocks remained strong, helping to maintain index strength [3] New Narratives and Future Outlook - The Shanghai Composite Index's drop below 4000 points highlights its significance as a psychological barrier, suggesting ongoing tug-of-war between bulls and bears [4] - The Hang Seng Index's recovery and significant inflow of southbound capital (over 12 billion HKD) indicate strong attractiveness of Chinese assets [5] - Emerging narratives, such as the U.S. "G2" relationship and China's new energy system initiatives, are expected to provide new catalysts for growth in related sectors [5] - Despite some underperformance in the AI sector, improvements in resource, chemical, and food and beverage sectors suggest a solid foundation for the A-share market [5]

智通财经10月30日讯，今日46股涨停，23股炸板，封板率为67%，时空科技7连板，亚士创能5连板，瑞 尔特、合富中国、德龙汇能3连板，常铝股份、格尔软件6天4板。市场震荡调整，三大指数盘中均出现 跳水，创业板指跌近2%，沪指失守4000点。沪深两市成交额2.42万亿，较上一个交易日放量1656亿。 盘面上，市场热点较为杂乱，全市场4100只个股下跌。板块方面，能源金属、钢铁、量子科技、电池等 板块涨幅居前，CPO、游戏、煤炭等板块跌幅居前。截至收盘，沪指跌0.73%，深成指跌1.16%，创业 板指跌1.84%。 国内储能龙头阳光电源在投资者电话会交流时称，预计明年国内储能新增装机有望增至150GWh— 200GWh。国内独立储能爆发驱动10月电池排产继续环比增超10%，锂电池产业链持续热度高涨，三季 报业绩超预期的储能电池龙头鹏辉能源20厘米涨停，受益六氟磷酸锂满产满销价格持续调涨的电解液概 念继续强者恒强，天际股份、石大胜华双双涨停，最上游的锂矿方向也迎来补涨，永兴材料、江特电机 等多股涨停，印证文章此前提及的锂电景气度有望向上游持续传导的观点。但与光伏产业链中的多晶硅 类似，短期国内供应下滑仍在于成本与 ...

近期，头部电池厂密集派发磷酸铁锂大单，宁德时代更是重金入股富临精工子公司江西升华，以锁定高压实密度磷酸铁锂产能。 在下游旺盛的市场需求下，磷酸铁锂厂商正悄然启动新一轮扩产。多数业内人士认为，在"反内卷"背景下，本轮磷酸铁锂行业扩产主要围绕"高端产品、海外 需求"展开，风格更为理性，比拼维度也逐步从"卷价格"、"卷规模"向"卷价值"、"卷技术"过渡，同时产能布局更加全球化。 头部电池厂抢货 "目前头部磷酸铁锂厂商产能基本已经打满，二三线厂商开工率也有所上升。"鑫椤资讯高级研究员张金惠告诉证券时报记者："据我们了解，部分磷酸铁锂企 业已经开始筛选客户了，对于采购量小、付款条件不友好的小客户，正在试探性涨价。" "动力电池增势稳健，同时今年以来国内外储能装机大幅放量，成为拉动磷酸铁锂出货攀升的重要力量。"国金证券电新研究员胡媛媛告诉证券时报记者。 据中国汽车动力电池产业创新联盟数据，今年前三季度，我国磷酸铁锂电池装车量为402.6GWh，同比增长62.7%，占总装车量的81.5%。 厂商心态发生微妙变化，折射出磷酸铁锂市场需求的火爆，而下游的频频锁单以及战略入股，更拉高了市场对行业的整体预期。 今年9月，宁德时代与 ...

经济观察网 2025年10月30日，天力锂能(301152)发布2025年第三季度报告，2025年第三季度实现营业收 入5.69亿元，同比增长33.25%；实现净利润-2885万元，同比增长67.68%。 ...

Market Overview - The market experienced fluctuations, with the Shanghai Composite Index falling below 4000 points, and both the Shenzhen Component and ChiNext Index dropping over 1% [1] - The lithium battery sector showed strength, with stocks like Tianqi Lithium and Tibet Urban Investment hitting the daily limit [1] - Quantum technology concepts remained active, with stocks such as Geer Software and Shenzhou Information also reaching the daily limit [1] - The overall market saw more declines than gains, with over 4000 stocks in the Shanghai and Shenzhen markets in the red, and a total transaction volume of 2.46 trillion [1] Hot Topics Lithium Battery - The lithium battery sector surged, with stocks like Dazhong Mining and Zhenhua Co. achieving consecutive limit-ups, and companies like Penghui Energy and Shida Shenghua also hitting the daily limit [4] - The catalyst for this surge was the continued rise in lithium carbonate futures, which have seen eight consecutive days of increases [4] - On October 30, the average price of lithium hexafluorophosphate was reported at 103,000 yuan per ton, up 2.49% from the previous trading day [4] Quantum Computing - The quantum computing sector saw renewed activity, with stocks like Geer Software and Shenzhou Information hitting the daily limit, and Guodun Quantum and Hexin Instruments rising over 10% [7] - According to a report, the global quantum computing industry is projected to grow from $5.037 billion in 2024 to $21.998 billion by 2030, with 2027-2029 being critical years for growth [9] - Investment focus is shifting towards the upstream components of quantum technology, including quantum chips and low-temperature cooling systems, which are seen as key technological barriers [7] Shipping - The shipping sector experienced a significant rise, with stocks like China Merchants Energy and COSCO Shipping hitting the daily limit [10] - The catalyst for this increase was a nearly 5% rise in the European line shipping index, reaching a new high since July, alongside the Baltic Dry Index (BDI) maintaining around 2000 points [10] - Several shipping companies, including MSC and CMA CGM, have announced price increases for important shipping routes starting November 1 [10]