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]

虽然今天有美联储降息以及中美贸易两大利好加持，但市场在尾盘大幅异动，按照惯例，我们分析下原因！ 10月30日，市场全天震荡调整，沪指失守4000点关口，深成指、创业板指均跌超1%。截至收盘，沪指跌0.73%，深成指跌1.16%，创业板指跌 1.84%。 全市场共1242只个股上涨，61只个股涨停，4100只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 直中 | 涨停 | 61 | | 涨幅 | > 7% | 83 | | 涨幅 | 5-7% | 28 | | 涨幅 | 3-5% | 131 | | 张悼 | 0-3% | 963 | | 跌幅 | 0-3% | 3220 | | 跌幅 | 3-5% | 622 | | 跌幅 | 5-7% | 162 | | 跌幅 | > 7% | 96 | | 日中 | 跌停 | 10 | | 上涨家数 | | 1242 | | 下跌家费 | | 4100 | | 三 亭 字 | | 102 | | 总品种数 | | 5444 | | 总成交额 | | 24642.947 | | 总成交量 | | 145821.3万 | | ...

智通财经APP讯，天力锂能(301152.SZ)发布2025年三季度报告，该公司前三季度营业收入为15.35亿 元，同比增长11.18%。归属于上市公司股东的净亏损为8974.32万元。归属于上市公司股东的扣除非经 常性损益的净亏损为9041.8万元。基本每股亏损为0.76元。 ...

每经头条（nbdtoutiao）——多地出现"负电价"，既然卖电"不挣钱"，为何电厂不愿停机？ （记者 贾运可） 每经AI快讯，天力锂能（SZ 301152，收盘价：33.3元）10月30日晚间发布三季度业绩公告称，2025年 前三季度营收约15.35亿元，同比增加11.18%；归属于上市公司股东的净利润亏损约8974万元；基本每 股收益亏损0.76元。 截至发稿，天力锂能市值为40亿元。 ...

Core Insights - Both XWDA and PH Energy reported significant growth in revenue and net profit for Q3 2025, benefiting from favorable market conditions [1][2] - XWDA's Q3 revenue reached 16.549 billion yuan, a 15.24% increase year-on-year, while net profit was 550 million yuan, up 41.51% [1] - PH Energy's Q3 revenue was 3.280 billion yuan, showing a remarkable 74.96% year-on-year growth, with net profit soaring to 203 million yuan, a staggering 977.24% increase [1] Group 1: Financial Performance - For the first three quarters of 2025, XWDA achieved a total revenue of 43.534 billion yuan, a 13.73% increase, and a net profit of 1.405 billion yuan, up 15.94% [2] - In contrast, PH Energy reported a revenue of 7.581 billion yuan for the same period, reflecting a 34.23% increase, and a net profit of 115 million yuan, which is an 89.33% rise [2] - XWDA's Q3 sales net profit margin improved to 3.10%, up from 1.47% in Q2 and 0.24% in Q1, indicating enhanced profitability [3] Group 2: Profitability Analysis - XWDA's Q3 gross profit margin was 18.54%, significantly higher than 14.88% in Q2, showcasing effective cost control [3] - PH Energy's Q3 gross profit margin surged to 18.07%, up from 11.38% in Q2, with a sales net profit margin of 6.38%, marking a return to profitability [4] Group 3: Quality of Earnings - Despite XWDA's net profit growth, its non-recurring profit accounted for approximately 28% of total profit, indicating a need for improvement in core business profitability [5] - PH Energy's net profit for the first three quarters was heavily influenced by non-recurring gains, with 86% of net profit coming from such sources, suggesting a need for stronger core earnings [7] Group 4: R&D and Future Outlook - XWDA increased its R&D expenses by 41.20% year-on-year, indicating a focus on technological advancements for future competitiveness [6] - The market will closely monitor PH Energy's ability to sustain its high growth rate and whether its strategic positioning in sodium-ion batteries can lead to new growth opportunities [8]

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~ 本文来源 ：企业公告 10月29日晚间，欣旺达发布公告，为进一步完善子公司欣旺达动力在泰国的产能布局，满足公司未来业务发展和海外 市场拓展的需要， 欣旺达动力及香港欣旺达动力拟以自有及自筹资金在泰国投资建设绿色能源锂电池工厂二期项目， 投资金额不超过4.82亿美元（约34.19亿元人民币）， 最终投资金额以项目实际投资为准。 泰国二期项目由欣旺达动力科技股份有限公司及其香港子公司共同出资，通过泰国项目公司Sunwoda Automotive Energy Technology (Thailand) Co.,Ltd.实施。项目规划年产能达17.4GWh，将新建生产园区及配套基础设施。资金 构成中29%为自有资金（约1.38亿美元），71%通过银行贷款（约3.43亿美元）解决。 泰国一期项目（投资额2.59亿美元）目前已完成试产，为二期建设奠定基础。新项目尚需完成中国境外投资备案及泰 国当地审批程序。 本次投资旨在完善公司全球化产能布局，服务国际客户需求，增强海外市场竞争力。通过泰国生产基地的持续扩建，公 司将进一步提升在 ...

Market Overview - The market experienced significant fluctuations towards the end of the trading day, with the Shanghai Composite Index falling below the 4000-point mark, closing down 0.73%, while the Shenzhen Component and ChiNext Index dropped over 1% [2] - A total of 1242 stocks rose, with 61 hitting the daily limit up, while 4100 stocks declined [3][4] Sector Performance - The lithium battery sector showed resilience, with companies like Tianqi Lithium and Tibet Urban Investment reaching their daily limit up [4] - Quantum technology stocks remained active, with companies such as Geer Software and Shenzhou Information also hitting their daily limit up [5] Declining Stocks - CPO concept stocks faced collective adjustments, with Tianfu Communication dropping over 10% and Xinyi Sheng falling more than 7% [5] - Notable declines included Tengjing Technology down 11.60% and Tianfu Communication down 11.56% [6] Trade Negotiations Impact - The U.S. and China reached consensus on several trade issues during the Kuala Lumpur negotiations, including the suspension of certain tariffs and export controls for one year [7] - Analysts suggest that the market's reaction indicates that these outcomes were widely anticipated, leading to a "buy the rumor, sell the fact" scenario [8][9]

智通财经APP讯，天力锂能(301152.SZ)发布2025年三季度报告，该公司前三季度营业收入为15.35亿 元，同比增长11.18%。归属于上市公司股东的净亏损为8974.32万元。归属于上市公司股东的扣除非经 常性损益的净亏损为9041.8万元。基本每股亏损为0.76元。 ...