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]

| | 暨全球用户侧储能日及书友布会 | | --- | --- | | 时间 | 议程 | | 08:00-09:00 | 签到入场 | | | 开幕式专场 | | 09:00-09:20 | 论坛开幕式致辞 | | 09:20-09:30 | 论坛冠名单位致辞 | | | 户用家庭储能及电池技术专场 (二楼维纳斯厅) | | 09:30-09:45 | 2025 全球用户侧储能行业白皮书及细分排行榜发布 (户储电芯及系统出货量 TOP10、工商储电芯及系统 | | | 出货量 TOP10、便携式储能电芯及系统出货量 TOP10、用户侧储能电芯及系统出货量 TOP10) | | | --起点研究院 SPIR | | 09:45-10:00 | 户用储能多级安全防护体系设计与实践 | | 10:00-10:15 | 户用储能电池技术发展趋势 | | 10:15-10:30 | 海外户用储能市场趋势 | | 10:30-10:45 | 下一代大电芯户储的技术挑战 | | 10:45-11:00 | 下一代高安全户储电池解决方案 | | 11:00-11:15 | 户储 BMS 技术发展趋势 | | 11:15- ...

2 ECRIFE 工商储/便携式储能电汁 itc o ■ 侧储能自用 酒店(深圳FIS 2025起点户储/工商储/便携式储能电池技术论坛 暨全球用户侧储能白皮书发布会 时间： 2025年12月19日 地点： 深圳 大会组织型兹 活动名称： 2025起点户储/工商储/便携式储能电池技术论坛暨全球用户侧储能白皮书发布会 同期活动： 2025第十一届起点锂电行业年会暨起点锂电十周年庆典（2025年12月17-18日） 活动主题： 聚焦储能新技术 共建产业新生态 主办单位: 起点锂电、起点储能、起点研究院 SPIR 活动规模： 600+ 举办时间： 2025年12月19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路 118号） 1、专业聚焦: 行业首个深度聚焦用户侧储能(户储 +工商储+便携）电池技术的专业高峰论坛; 2、 权威发布： 2025首个全球用户侧储能（户储+工商储+便携式）行业白皮书现场发布、户储电芯及系统出货量TOP10、工商储电芯及 系统出货量TOP10、便携式储能电芯及系统出货量TOP10权威排行榜发布; 3、 洞见未来： 深度探讨 30+核 ...

2 ECRIFE 工商储/便携式储能电汁 itc o ■ 侧储能自用 酒店(深圳FIS 2025起点户储/工商储/便携式储能电池技术论坛 暨全球用户侧储能白皮书发布会 时间： 2025年12月19日 地点： 深圳 大会组织型兹 活动名称： 2025起点户储/工商储/便携式储能电池技术论坛暨全球用户侧储能白皮书发布会 同期活动： 2025第十一届起点锂电行业年会暨起点锂电十周年庆典（2025年12月17-18日） 活动主题： 聚焦储能新技术 共建产业新生态 主办单位: 起点锂电、起点储能、起点研究院 SPIR 活动规模： 600+ 举办时间： 2025年12月19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路 118号） 1、专业聚焦: 行业首个深度聚焦用户侧储能(户储 +工商储+便携）电池技术的专业高峰论坛; 2、 权威发布： 2025首个全球用户侧储能（户储+工商储+便携式）行业白皮书现场发布、户储电芯及系统出货量TOP10、工商储电芯及 系统出货量TOP10、便携式储能电芯及系统出货量TOP10权威排行榜发布; 3、 洞见未来： 深度探讨 30+核 ...

Core Viewpoint - The event focuses on the emerging technologies in user-side energy storage, aiming to build a new industrial ecosystem through collaboration and innovation in the energy storage sector [1][2]. Event Organization - The event is titled "2025 User-Side Energy Storage Battery Technology Forum and Global User-Side Energy Storage White Paper Release" and will take place on September 26, 2025, in Shenzhen [1]. - Organized by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, the event expects over 600 participants [1]. Conference Highlights - The forum is the first to deeply focus on user-side energy storage technologies, including household, commercial, and portable storage [1]. - A global user-side energy storage industry white paper will be released, along with authoritative rankings for the top 10 shipments of household, commercial, and portable energy storage batteries [1]. - The event will explore over 30 core topics, addressing technological breakthroughs, safety challenges, and value chain restructuring [1]. - High-level decision-makers from leading companies will gather to discuss development and explore new cooperation opportunities [1][2]. Agenda Overview - The agenda includes a series of specialized sessions on household, portable, and commercial energy storage technologies, featuring expert discussions and roundtable dialogues [3][4]. - Key topics include safety systems, market trends, and the application of next-generation battery technologies [3][4]. Participating Companies - Notable companies expected to attend include Huawei, BYD, and CATL, among others in the energy storage and battery sectors [4]. - The event will also feature companies involved in supporting materials and equipment for energy storage [4]. Registration Information - Two registration packages are available: Package A for 2288 RMB per person, including accommodation and meals, and Package B for 1888 RMB per person, including meals [5][6].