9月19日盘中，固态电池概念短线拉升， 赣锋锂业 强势封板，股价创逾两年新高； 天齐锂业 、 先导智 能 、 亿纬锂能 等权重股集体攀升， 宁德时代 涨近2%。 | 天齐锂业 | 45.53 | 5.52% | | --- | --- | --- | | 深 002466 | | | | 先导智能 | 59.00 | 4.00% | | 创 300450 | | | | 亿纬锂能 | 72.87 | 3.39% | | 创 300014 | | | | 宁德时代 | 373.18 | 1.71% | | 创 300750 | | | ...

经济观察网 固态电池概念盘中再度走强，赣锋锂业（002460）涨停，华亚智能（003043）、厦钨新 能、腾远钴业（301219）、天齐锂业（002466）、中一科技（301150）、璞泰来（603659）跟涨。消息 面上，9月19日，2025遂宁国际锂电产业大会召开。工信部表示，下一步，将强化锂电池技术创新引 领，加快布局前瞻技术，加快固态电池、钠离子电池、全气候电池、快充电池及关键材料的研发和产业 化。 ...

Group 1: Industry News - China has requested to terminate orders for NVIDIA RTX Pro 6000D chips, indicating a potential shift in trade relations and technology cooperation [1] - During the "14th Five-Year Plan" period, China's technological innovation capabilities have steadily improved, with the "three new" economy accounting for 18% of GDP and over 500,000 high-tech enterprises established [1] Group 2: Company News - Ganfeng Lithium has achieved full production capacity for its energy storage battery cells, establishing long-term stable supply partnerships with leading industry players [2] - Shanghai Stock Exchange has implemented self-regulatory measures against investors involved in abnormal trading of Tianpu Co., highlighting the importance of compliance in trading activities [3] - Hongchang Technology's investment in a humanoid robot company has resulted in a small order scale due to limitations in downstream customer production and testing progress [3] - Changying Precision has clarified that it has no equity relationship with Yushu Technology, addressing market speculation [4] - Jinfeng Technology holds a minimal indirect stake of 0.32% in Yushu Technology, emphasizing its normal business operations [5] - XianDao Intelligent has successfully provided sodium-ion battery manufacturing solutions to leading domestic and international clients [6] - Shiyun Circuit's new generation PCB product is expected to start production in mid-2026, with potential supply to Tesla [6] - Dekeli has received overseas sample orders for its silicon-based OCS products but has not yet secured bulk orders from major overseas manufacturers [7] - Yunnan Tourism's subsidiary is in the early stages of a strategic partnership with Zhejiang Humanoid Robot Innovation Center, focusing on technology development in the tourism sector [8] - Fulian Precision has signed a 1.5 billion yuan prepayment agreement with CATL to secure lithium iron phosphate supply, enhancing their strategic cooperation [9] - Yongxin Optical has clarified that its optical components related to lithography machines contribute a minor portion to its revenue, accounting for less than 1% [10] - Capital Online's major shareholders plan to transfer 5.02% of the company's shares to Tianyang Technology at a price of 17.6 yuan per share [10] - Feilo Acoustics has no plans to enter the lithography machine sector or engage in significant asset restructuring [10] - Lihexing is in the early preparation stage for a project focused on semiconductor equipment precision components, which will not significantly impact its financial performance in the short term [10] - Wolong Electric Drive reported that its robot-related products account for approximately 2.71% of total revenue, indicating a low impact on overall performance [10] - Fengshan Group has signed a technical development contract with Tsinghua University to collaborate on sodium-ion battery electrolyte projects, with a total contract value of 2 million yuan [11] - Demingli expects storage prices to maintain an upward trend in Q4, with its SATA SSD and new self-developed SD6.0 main control chips achieving mass sales [11]

Core Viewpoint - Ganfeng Lithium's stock has increased by nearly 6%, reaching HKD 36.06, with a trading volume of HKD 340 million, driven by the company's announcement of large-scale production of energy storage cells and stable supply partnerships with leading industry players [1] Group 1: Company Developments - The company has achieved large-scale production of energy storage cells and has established long-term stable supply collaborations with multiple leading enterprises in the industry [1] - Ganfeng Lithium's energy storage cell production capacity is currently fully utilized, ensuring stable delivery to customers amid a surge in energy storage demand [1] - The company is actively developing in the power battery sector, with solid-state batteries already being trialed in certain vehicle models and applied in well-known drone and eVTOL companies [1] Group 2: Industry Position and Product Range - Ganfeng Lithium's business encompasses five major categories and over twenty types of products, including solid-state lithium batteries, power batteries, consumer batteries, polymer lithium batteries, energy storage batteries, and energy storage systems [1] - The company possesses a complete integrated layout for solid-state batteries and has commercial capabilities, with research and production capabilities in key areas such as sulfide electrolytes, oxide electrolytes, metallic lithium anodes, cells, and battery systems [1] - With signs of an industry profit turning point, Ganfeng Lithium's leading position in the industry remains solid, with multiple business developments progressing simultaneously [1]

Core Viewpoint - Ganfeng Lithium's stock has increased nearly 6%, reaching HKD 36.06, with a trading volume of HKD 340 million, driven by the company's advancements in energy storage cell production and partnerships with leading industry players [1] Group 1: Company Developments - The company has achieved large-scale production of energy storage cells and has established long-term stable supply partnerships with several leading enterprises [1] - Ganfeng Lithium's energy storage cell production capacity is currently fully utilized, ensuring stable delivery to customers amid surging demand for energy storage solutions [1] - The company is actively developing in the power battery sector, with solid-state batteries already being trialed in certain vehicle models and applied in well-known drone and eVTOL companies [1] Group 2: Industry Position and Product Range - Ganfeng Lithium's business encompasses five major categories and over twenty types of products, including solid-state batteries, power batteries, consumer batteries, polymer lithium batteries, and energy storage batteries and systems [1] - The company possesses a complete integrated layout for solid-state batteries and has commercial capabilities, with research and production capabilities in key areas such as sulfide electrolytes, oxide electrolytes, metallic lithium anodes, cells, and battery systems [1] - With signs of an industry profit turning point, Ganfeng Lithium's leading position in the industry remains solid, with multiple business developments progressing simultaneously [1]

Group 1 - The stock price of Weilan Lithium Chip fell by 5.04% to 19.40 CNY per share, with a trading volume of 876 million CNY and a turnover rate of 4.09%, resulting in a total market capitalization of 22.38 billion CNY [1] - Weilan Lithium Chip, established on September 30, 2002, and listed on June 5, 2008, operates primarily in three business segments: lithium battery products (42.81% of revenue), metal logistics (31.93%), and LED products (23.08%) [1] Group 2 - Guodu Securities has one fund heavily invested in Weilan Lithium Chip, with Guodu Innovation Driven (002020) holding 19,000 shares, unchanged from the previous period, accounting for 2.49% of the fund's net value, ranking as the fifth-largest holding [2] - The fund has a total size of 9.7781 million CNY and has achieved a year-to-date return of 37.15%, ranking 1988 out of 8172 in its category [2] Group 3 - The fund manager team for Guodu Innovation Driven includes Liao Xiaodong, Zhang Xiaolei, and Wang Yi, with varying tenures and performance records [3] - Liao Xiaodong has managed the fund for 5 years and 129 days, with a best return of -24.14% and a worst return of -63.47% [3] - Zhang Xiaolei has a tenure of 6 years and 279 days, achieving a best return of 80.09% and a worst return of -23.54% [3] - Wang Yi has managed the fund for 4 years and 97 days, with a best return of 40.6% and a worst return of -31.14% [3]

相关附件 据了解，在海关总署《智慧海关建设总体方案》框架下，广州海关打造"出口锂电包装智慧监管业务管 理系统"。出口企业通过该系统，在生产过程中顺势采集产品的相关信息，向海关提交检验申请。海关 则将企业申报信息与系统数据库中此前已检验合格的出口货物信息进行校验比对，比对无异常的可免于 海关现场检验，直接放行。 据测算，新模式实施后，单批货物预约查检用时从约72小时压缩至30分钟以内，通关时长得以大幅压 缩。 9月18日，据广州海关统计，今年前8月，广州海关关区企业共出口电动汽车、锂电池、光伏产品等"新 三样"产品175.7亿元，同比增长46.3%。近年来，在全球绿色能源转型与"双碳"目标加速推进背景下， 新能源应用愈加广泛，我国"新三样"产品越来越受到国际市场的青睐。 近日，广东瑞庆时代新能源科技有限公司通过"海关出口锂电包装智慧监管业务管理系统"，向广州海关 所属肇庆海关申报检验一批价值30万元的出口锂离子电池组包装，海关关员在线上比对货物相关信息， 确认合格后，系统作出"快速验放"处置，该批货物免于现场查检直接放行，企业即刻便可在线上获取 《出境危险货物包装使用鉴定结果单》，并凭此单出口锂离子电池组。 ...

Group 1 - The trend of "Finance + Technology" is expected to continue, with a focus on strong industrial sectors such as artificial intelligence and solid-state batteries, as well as non-ferrous metals benefiting from a weaker dollar [1] - The Chinese stock market is viewed positively, with attention on the short-term cooling of market sentiment and potential high-low trading opportunities [2] - Long-term support for the technology sector is anticipated due to favorable policies and technological innovations, particularly in advanced manufacturing like renewable energy and electric vehicles [3] Group 2 - The AI industry is forming a significant market trend, with domestic computing power developing a closed loop from industrial breakthroughs to initial performance realization [4] - Following the Federal Reserve's interest rate cuts, technology and certain core assets are expected to outperform, with historical data showing strong performance in sectors like electronics and pharmaceuticals [5] - The market is shifting towards large-cap technology growth, with recommendations for major technology ETFs as smaller and dividend stocks show signs of weakness [6]

Core Viewpoint - Ganfeng Lithium has confirmed that its energy storage cell production has reached full capacity and has established long-term stable supply partnerships with several leading companies in the industry [1] Company Summary - Ganfeng Lithium's energy storage cells have achieved large-scale production [1] - The company has reported that its energy storage cell production capacity is fully utilized [1] - On September 18, Ganfeng Lithium's stock closed down 3.86% at 48.02 yuan per share, with a total market capitalization of 98.79 billion yuan [1] Industry Summary - Major battery manufacturers have indicated a surge in orders for energy storage, with demand extending into 2026 [1]

Group 1 - The core viewpoint of the article highlights that major battery manufacturers are experiencing a surge in orders for energy storage, with some orders extending to 2026 [2] - Ganfeng Lithium (002460.SZ) confirmed on September 18 that its energy storage cells have achieved large-scale production and have established long-term stable supply partnerships with several leading industry players [2] - The company’s energy storage cell production capacity is fully utilized, ensuring stable delivery to customers amid the current explosive demand for energy storage [2]