港股方面，赣锋锂业涨约15%，中国铝业、天齐锂业涨超9%，中国宏桥涨逾8%。 具体来看，A股主要股指盘中震荡下探，截至收盘，沪指跌0.73%报3986.9点，深证成指跌1.16%报 13532.13点，创业板指跌1.84%报3263.02点，科创50指数跌1.87%，沪深北三市合计成交24646亿元，较 此前一日增加1737亿元。 场内超4000股飘绿，煤炭板块大幅走低，开滦股份、安泰集团盘中跌停；券商板块走弱，中金公司、东 方财富等跌超3%；AI产业链股跳水，腾景科技、天孚通信等跌超10%；创新药概念亦下挫，翰宇药业 跌超10%，药明康德跌超8%；钢铁、有色板块拉升，常铝股份、大中矿业两连板，安阳钢铁等涨停； 锂电概念逆市爆发，鹏辉能源、石大胜华、天齐锂业等均涨停；量子科技概念再度活跃，国盾量子 （688027）盘中一度涨停股价突破600元大关，续创新高。 锂电产业链股爆发 A股锂电产业链股盘中强势拉升，截至收盘，鹏辉能源20%涨停，天华新能涨近15%，万润新能、欣旺 达等涨超10%，永兴材料、石大胜华等多股涨停，天齐锂业逼近涨停，赣锋锂业涨超5%。 | 代码 | 名称 | � | 涨幅% | 现价 | 涨 ...

Core Insights - The lithium battery sector is experiencing significant market activity, with notable stock price increases for companies such as Penghui Energy and Tianhua New Energy, reflecting strong investor interest [1] - China's power battery installation volume reached 76.0 GWh in September, marking a month-on-month increase of 21.6% and a year-on-year increase of 39.5% [1] - Cumulative power battery installation volume from January to September was 493.9 GWh, with a year-on-year growth of 42.5% [1] - Exports of power and other batteries totaled 199.9 GWh in the first nine months, representing a year-on-year increase of 45.5% [1] - The export of power batteries accounted for 129.1 GWh, which is 64.6% of total exports, with a year-on-year growth of 32.7% [1] - The lithium battery industry is increasingly focusing on overseas markets, with strong advantages in technology, manufacturing processes, and resource endowments [1] - The demand for household energy storage batteries is expected to rise seasonally, driven by the traditional export market for power batteries [1] - The growth of artificial intelligence computing centers is anticipated to stimulate demand for commercial energy storage solutions [1] Industry Outlook - The new energy vehicle market in China is developing healthily under the influence of "anti-involution" policies, with significant year-on-year growth in production and sales [2] - The rapid development of the new energy vehicle sector, combined with the explosive demand for energy storage driven by artificial intelligence, is expected to further boost the lithium battery industry [2] - There is a recommendation to focus on leading domestic brands in overseas markets and to monitor consumer market feedback following subsidy policy adjustments [2]