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20cm速递|创业板新能源ETF国泰(159387)回调超6%,锂电行业排产增长引关注
Mei Ri Jing Ji Xin Wen· 2025-10-10 06:48
(文章来源:每日经济新闻) 国金证券指出,2025年10月锂电行业排产环比增长3%~9%,同比增长21%~50%,其中电池、负极、 电解液同比增幅超40%,主要受车市旺季及储能需求拉动。行业库存周期已进入补库阶段,部分材料如 碳酸锂、氢氧化锂价格月涨幅达20%,电芯、电解液等同步上涨。储能领域,8月国内装机同环比分别 增长58%/63%,美国市场受ITC政策调整影响短期波动但累计同比仍达46%。固态电池技术进入产业化 关键窗口期,预计2026~2027年实现示范装车,复合集流体有望在2025年四季度规模量产。当前锂电板 块市场关注度持续提升,行业供需格局改善下部分环节盈利或迎来修复。 创业板新能源ETF国泰(159387)跟踪的是创新能源指数(399266),最大涨跌幅达20%,该指数从市 场中选取涉及清洁能源生产、存储及应用等业务的上市公司证券作为指数样本,重点关注具有技术创新 能力和高成长潜力的企业,行业配置上以太阳能、风能、电动汽车及相关设备制造为主,以反映新能源 及相关产业链上市公司证券的整体表现。 ...
机械ETF(516960)涨超2.6%,8月国内储能装机稳步回升
Mei Ri Jing Ji Xin Wen· 2025-10-09 06:41
机械ETF(516960)跟踪的是细分机械指数(000812),该指数聚焦于机械设备行业,从市场中选取涉 及专用设备、通用机械等领域的优质上市公司证券作为指数样本,以反映机械设备行业相关上市公司证 券的整体表现和发展趋势。 (文章来源:每日经济新闻) 国金证券指出,8月国内储能装机稳步回升,同/环比增长58%/63%,1~8月累计装机同比+36%,美国 市场受ITC法案调整影响,8月并网量同增47%但环比回落28%。锂电行业10月排产环比增长3%~9%, 电池、负极、电解液等环节同比增幅超40%,需求端持续扩张。碳酸锂、氢氧化锂价格月涨幅达20%, 电芯及电解液价格同步上行,仅铁锂材料因供应链调整小幅下跌。固态电池技术进入关键窗口期,2025 年下半年起复合集流体将逐步量产,全固态电池中试线加速布局,预计2026~2027年实现示范装车。行 业库存周期已进入补库阶段,部分环节供需格局改善,叠加新技术突破,产业链景气度呈现多元化提 升。 ...
国金证券:旺季需求上行 锂电板块涨价渐显
智通财经网· 2025-10-09 05:51
1)锂电:9月22日,碳酸锂报价7.8万元/吨,较上月上涨20%;氢氧化锂报价7.1万元/吨,较上月上涨 20%。 2)整车:8月国内新能源乘用车批发销量达118万辆,同/环比+22%/10%;1~8月累计批发836万辆,同 比+35%。 行情回顾 2025年9月以来,锂电板块表现较为活跃,多数环节跑赢沪深300和上证50指数。锂电铜箔板块实现领 涨,涨幅为43%;仅低空经济呈现下跌态势,下跌幅度为-1%。本月锂电相关板块多数环节月度成交额 持续增长,主要系储能、人形机器人等板块资金交易活跃。本月过半锂电相关板块的3年历史估值分位 处于高位,市场对锂电板块关注度较高。 智通财经APP获悉,国金证券发布研报称,2025年1~10月,碳酸锂/电池/正极/负极/隔膜/电解液预排产 累计同比预计达27%~58%,其中单10月电池、负极、电解液同比超40%;各环节排产环比小幅上调, 主要系因旺季在即,各厂商订单普遍增加,需求端持续扩张。旺季当前,锂电材料价格见涨,电芯、电 解液、正极小幅上涨,碳酸锂、氢氧化锂月涨幅达20%,铁锂材料下行。8月资源品、正负极、电解液 等主要材料价格受需求影响普遍持续上涨,铁锂材料下游电芯 ...
锂电9月洞察:旺季需求上行,板块涨价渐显
SINOLINK SECURITIES· 2025-10-08 11:10
Investment Rating - The report maintains a "Buy" rating for the electric equipment and new energy industry [1] Core Insights - The lithium battery sector is experiencing a seasonal demand increase, with lithium carbonate and lithium hydroxide prices rising by 20% in September [1][6] - In August, domestic wholesale sales of new energy passenger vehicles reached 1.18 million units, reflecting a year-on-year increase of 22% and a month-on-month increase of 10% [1][4] - The report highlights the importance of solid-state battery technology and its potential breakthroughs in addressing interface issues, which are critical for commercialization [3][18] Summary by Sections Monthly Research Insights - The report discusses solutions to solid-solid interface issues in solid-state battery manufacturing, emphasizing the need for breakthroughs in physical, chemical, and mechanical dimensions [3][13] Industry Sentiment Tracking and Review - New energy vehicle sales in August showed strong growth, with China, Europe, and the US leading the market [4][22] - Domestic energy storage installations in August reached 12.6 GWh, a year-on-year increase of 58% [5][28] - The report forecasts a significant increase in lithium battery production in October, with year-on-year growth expected to be between 21% and 50% [5][34] Price and Volume Analysis - Lithium battery material prices are on the rise, with lithium carbonate and lithium hydroxide prices increasing by 20% in September [6][35] - The report notes that the lithium battery supply chain is entering a replenishment phase, with inventory levels rising [39] New Technology Developments - Solid-state batteries and composite current collectors are entering a critical engineering and industrialization phase, with significant orders expected for 2025 [6][44] - The report identifies key investment opportunities in solid-state battery technology, particularly in dry processing and isostatic pressing equipment [18][21] Investment Recommendations - The report recommends focusing on leading companies in the lithium battery sector and those involved in solid-state technology breakthroughs, such as CATL and EVE Energy [7][21]
万亿宁德时代四度狙击百亿储能新贵 专利数差12倍海辰储能IPO或存变数
Chang Jiang Shang Bao· 2025-09-21 23:09
Core Viewpoint - The commercial dispute between Ningde Times and Haicheng Energy Storage has gained attention due to a "help request letter" from the wife of a former executive at Haicheng, who was arrested for allegedly infringing on trade secrets. This incident highlights the ongoing patent conflict between the two companies, with Haicheng's IPO facing uncertainties as a result [2][10]. Company Overview - Haicheng Energy Storage, founded on December 27, 2019, focuses on the research, production, and sales of lithium battery core materials and lithium iron phosphate energy storage batteries. The company plans to list on the Hong Kong Stock Exchange on March 25, 2025 [3][10]. - As of 2024, Haicheng is the only company in the GWh-level lithium-ion battery shipment category that specializes in the energy storage sector, ranking third globally in energy storage battery shipments [3]. Market Position and Performance - In 2024 and the first half of 2025, Ningde Times maintained its position as the global leader in energy storage battery sales, with shipments of 93 GWh and 55 GWh, respectively [4]. - Haicheng's energy storage battery shipments grew at a compound annual growth rate of 167% from 2022 to 2024, reaching 35.1 GWh in 2024, capturing an 11% market share [15]. Financial Performance - Haicheng's revenue has seen rapid growth, with figures of 3.615 billion yuan, 10.202 billion yuan, and 12.917 billion yuan from 2022 to 2024, representing a 2.57-fold increase over two years. The company turned a profit in 2024, achieving a net profit of 318 million yuan after adjustments [15]. Patent Dispute - The patent conflict between Ningde Times and Haicheng has escalated, with Ningde Times filing multiple lawsuits against Haicheng, including a claim for 150 million yuan for unfair competition [4][10]. - As of June 2025, Ningde Times holds 49,347 patents, significantly outnumbering Haicheng's 3,900 patents [15]. Key Personnel and Background - Haicheng's key personnel, including its founder Wu Zuyu, have backgrounds in Ningde Times, which has contributed to the company's rapid rise. Wu worked at Ningde Times for over seven years before founding Haicheng [10][11].
光莆股份:公司的复合集流体小批量用于固态电池上,目前固态电池还未完全上量
Mei Ri Jing Ji Xin Wen· 2025-09-17 08:47
Group 1 - The company has utilized its composite conductive materials in small batches for solid-state batteries, indicating an initial step in this technology application [2] - Currently, solid-state batteries have not yet reached full-scale production, suggesting that the company is in the early stages of this market [2]
洁美科技(002859.SZ):柔创纳科与多家国内知名固态电池厂商在聚合物/氧化物/硫化物三个体系中都有合作
Ge Long Hui· 2025-09-17 07:11
Core Viewpoint - Jiemai Technology (002859.SZ) highlights the advantages of Ningbo Rouchuang's nanofiber membrane over polyolefin separators, emphasizing its larger pore size, higher porosity, better wettability, and thermal stability, making it suitable as a skeleton membrane for solid-state batteries [1] Group 1: Company Collaboration - Rouchuang Nako has received support from the Ministry of Industry and Information Technology for high-quality manufacturing development and from Ningbo's key R&D program [1] - Rouchuang collaborates with several well-known domestic solid-state battery manufacturers across polymer, oxide, and sulfide systems [1] - Rouchuang and Jiemai Technology produce different components for batteries, indicating a complementary rather than competitive relationship [1] Group 2: Product Applications - Rouchuang focuses on nanofiber membranes, which are essential for solid-state battery applications [1] - Jiemai Technology specializes in new energy battery anode and cathode materials, including composite aluminum foil, composite copper foil, and carbon-coated composite aluminum foil, which are also applicable in solid-state batteries [1] - The products from both companies serve different roles within the battery structure, reinforcing their non-competitive nature [1]
英联股份拟定增15亿加码双主业 8亿追投复合集流体项目占比过半
Chang Jiang Shang Bao· 2025-09-16 23:12
Core Viewpoint - Yinglian Co., Ltd. plans to further invest in lithium battery and packaging businesses through a private placement to raise no more than 1.5 billion yuan, focusing on composite current collector projects, easy-open can lid manufacturing projects, and working capital supplementation [1] Group 1: Fundraising and Investment Projects - The private placement will allocate 800 million yuan (53.33% of total funds) to the composite current collector project, 400 million yuan (26.67%) to the easy-open can lid manufacturing project, and the remaining 300 million yuan for working capital [2] - The composite current collector project has a total planned investment of 3.089 billion yuan, with an expected annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil upon reaching full capacity [2] - As of mid-2025, the company has invested approximately 810 million yuan in the composite current collector project, primarily for equipment purchase, land and plant construction, material costs, and R&D [2] Group 2: Easy-Open Can Lid Business - The easy-open can lid product is the largest revenue source for Yinglian Co., contributing 769 million yuan in revenue in 2024, accounting for 38.12% of total revenue, and 467 million yuan in the first half of 2025, with a revenue share of 43.25% [3] - The production capacity utilization rate for the easy-open can lid business reached 88.01% in 2024 and 94.78% in the first half of 2025, indicating a strong demand in the downstream market [3] Group 3: Financial Performance - The metal packaging business has contributed nearly all of Yinglian's revenue, while the lithium battery business has not yet scaled [4] - In 2022, the company reported a net loss of 43.14 million yuan due to weak consumer demand, but returned to profitability in 2023 with a net profit of 14.21 million yuan [4] - In 2024, the company achieved a record revenue of 2.018 billion yuan, a year-on-year increase of 15.51%, but reported a net loss of 39.67 million yuan due to rising raw material costs and increased investments in the composite current collector business [4] - In the first half of 2025, the company reported revenue of 1.081 billion yuan, a year-on-year increase of 10.97%, and a net profit of 25.18 million yuan, a significant year-on-year increase of 404.18% [4][5]
英联股份拟定增股票募资不超15亿元
Zhi Tong Cai Jing· 2025-09-15 13:25
Group 1 - The company, Yinglian Co., Ltd. (002846.SZ), has announced a plan to issue A-shares to specific investors for the year 2025, with a total fundraising amount not exceeding RMB 1.5 billion, including the principal [1] - The raised funds will be allocated to several projects, including the composite fluid project, the easy-open can manufacturing project, and to supplement working capital [1]
英联股份(002846.SZ)拟定增股票募资不超15亿元
智通财经网· 2025-09-15 13:24
Core Viewpoint - The company plans to raise up to 1.5 billion RMB through a private placement of A-shares in 2025, with the funds allocated for specific projects and working capital [1] Group 1 - The total amount of funds to be raised is not more than 1.5 billion RMB, including the principal [1] - The proceeds will be used for the composite fluid project, the easy-open can manufacturing project, and to supplement working capital [1]