本周（11月10日至14日），新能源概念股继续走强，电力设备行业个股持续大涨，总市值超千亿元龙头 思源电气股价近30个交易日13次创历史新高；锂电产业链爆发，超10只股票创历史新高。 Choice数据显示，本周共有83只个股股价创历史新高（不含近一年上市的次新股，按前复权价、涨跌幅 复权算法统计，下同），较上周的94只有所减少。 自动播放 数据来源：Choice 截至11月14日（建议全屏观看） 从近30个交易日股价创新高次数来看，上述83只个股中，香农芯创、电投能源15次创新高，中信金属14 次创新高，思源电气、云铝股份、天山铝业、瀚蓝环境、智洋创新13次创新高。 自动播放 数据来源：Choice 截至11月14日（建议全屏观看） 上述83只个股中，按照申万一级行业进行划分，电力设备、基础化工、电子行业创新高的个股较为集 中，分别有17只、11只、11只。从上市板块看，主板股票有48只、科创板股票有14只、创业板股票有18 只、北交所股票有3只。 从个股集中的概念板块看，新能源概念股继续走强，主要涉及5个方向：六氟碳酸锂、VC添加剂（碳酸 亚乙烯酯）、锂矿、电网设备和储能。 机构认为，锂电池产业链集体大涨， ...

证券日报网讯山大电力11月12日在互动平台回答投资者提问时表示，六氟碳酸锂是储能电芯电解液中的 关键材料之一，公司上游的电芯生产环节用到该材料，公司自身不直接使用该材料。 （文章来源：证券日报） ...

山大电力（301609.SZ）11月12日在投资者互动平台表示，六氟碳酸锂是储能电芯电解液中的关键材料 之一，我司上游的电芯生产环节用到该材料，我司自身不直接使用该材料。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司产品如储能之类的有用到六氟碳酸锂为介质的 产品吗？ ...

Group 1 - The chemical sector has recently experienced multiple positive developments, with the largest chemical ETF (159870) increasing its shares by 4.588 billion, ranking first among ETFs, and its scale increasing by 3.018 billion, ranking third among ETFs [1] - The price of lithium hexafluorophosphate (6F) has risen from 50,000 yuan/ton in early August to 57,000 yuan/ton, driven by the increase in lithium carbonate prices and rising processing fees for some scattered orders [1] - The supply side of 6F shows limited new capacity, with major companies like Tianqi Lithium, Molybdenum, and Tianji Co. not adding new capacity this year, while Jiangxi Shilei has added about 10,000 tons of capacity [1] Group 2 - The demand for 6F is strong due to robust domestic and international energy storage needs and the rush for electric vehicle production at the end of the year, with production expected to continue rising in September and October [1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have jointly issued a plan to stabilize growth in the electronic information manufacturing industry, indicating a shift from encouraging to guiding local capacity management, which may lead to mandatory capacity replacement and environmental energy consumption regulations [2] - The chemical industry is linked to new economic demands related to AI, including materials for computing hardware, robotics, and military applications, with specific companies like Shengquan Group, Guanggang Gas, and Yake Technology being involved [3]