1月7日，科力远盘中上涨2.26%，截至10:54，报7.23元/股，成交2.24亿元，换手率1.88%，总市值120.42 亿元。 资料显示，湖南科力远新能源股份有限公司位于湖南省郴州高科技术产业园区林邑大道东侧郴州战略性 新兴产业园1、2栋401-6室，成立日期1998年1月24日，上市日期2003年9月18日，公司主营业务涉及从 事电池及材料业务,以镍氢电池全产业链为基础,持续保障动力电池及材料需求供应,持续拓展轨道交通电 源市场,继续保持消费类电池及材料销售规模,同时联合高品位锂矿企业布局锂电上游产业链,为下游锂电 及储能市场拓展提供原材料保障。主营业务收入构成为：动力电池及极片30.14%，消费类电池 29.76%，镍产品13.66%，贸易收入9.26%，锂电材料7.00%，储能产品6.31%，其他3.87%。 科力远所属申万行业为：电力设备-电池-锂电池。所属概念板块包括：RWA概念、固态电池、储能、锂 电池、中盘等。 截至9月30日，科力远股东户数8.57万，较上期减少17.04%；人均流通股19427股，较上期增加20.54%。 2025年1月-9月，科力远实现营业收入30.86亿元，同比增长 ...

科力远今年以来股价涨2.90%，近5个交易日涨1.29%，近20日涨5.98%，近60日涨10.61%。 机构持仓方面，截止2025年9月30日，科力远十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股1875.72万股，为新进股东。嘉实中证稀土产业ETF（516150）位居第九大流通股东，持股 1432.75万股，为新进股东。 资料显示，湖南科力远新能源股份有限公司位于湖南省郴州高科技术产业园区林邑大道东侧郴州战略性 新兴产业园1、2栋401-6室，成立日期1998年1月24日，上市日期2003年9月18日，公司主营业务涉及从 事电池及材料业务,以镍氢电池全产业链为基础,持续保障动力电池及材料需求供应,持续拓展轨道交通电 源市场,继续保持消费类电池及材料销售规模,同时联合高品位锂矿企业布局锂电上游产业链,为下游锂电 及储能市场拓展提供原材料保障。主营业务收入构成为：动力电池及极片30.14%，消费类电池 29.76%，镍产品13.66%，贸易收入9.26%，锂电材料7.00%，储能产品6.31%，其他3.87%。 责任编辑：小浪快报 1月6日，科力远盘中上涨2.01%，截至09:50，报7.09 ...

资料显示，珠海冠宇电池股份有限公司位于广东省珠海市斗门区井岸镇珠峰大道209号(A厂房首层南 区),珠海市斗门区井岸镇顺宇路1号。，成立日期2007年5月11日，上市日期2021年10月15日，公司主营 业务涉及消费类电池的研发、生产及销售。主营业务收入构成为：消费类88.94%，动力及储能类 7.95%，其他(补充)3.11%。 12月23日，珠海冠宇跌0.19%，成交额3.91亿元。两融数据显示，当日珠海冠宇获融资买入额2954.30万 元，融资偿还3082.68万元，融资净买入-128.38万元。截至12月23日，珠海冠宇融资融券余额合计4.58 亿元。 融资方面，珠海冠宇当日融资买入2954.30万元。当前融资余额4.57亿元，占流通市值的1.88%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，珠海冠宇12月23日融券偿还900.00股，融券卖出3300.00股，按当日收盘价计算，卖出金额 7.08万元；融券余量4.67万股，融券余额100.26万元，低于近一年10%分位水平，处于低位。 机构持仓方面，截止2025年9月30日，珠海冠宇十大流通股东中，香港中央结算有限公司位居第六大流 ...

12月19日，科力远盘中上涨2.14%，截至13:41，报6.68元/股，成交1.36亿元，换手率1.24%，总市值 111.26亿元。 科力远所属申万行业为：电力设备-电池-锂电池。所属概念板块包括：RWA概念、固态电池、储能、电 池回收、锂电池等。 截至9月30日，科力远股东户数8.57万，较上期减少17.04%；人均流通股19427股，较上期增加20.54%。 2025年1月-9月，科力远实现营业收入30.86亿元，同比增长25.25%；归母净利润1.32亿元，同比增长 539.97%。 分红方面，科力远A股上市后累计派现8932.44万元。近三年，累计派现2498.31万元。 机构持仓方面，截止2025年9月30日，科力远十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股1875.72万股，为新进股东。嘉实中证稀土产业ETF（516150）位居第九大流通股东，持股 1432.75万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入791.00万元，特大单买入664.52万元，占比4.88%，卖出115.08万元，占 比0.84%；大单买入1941.21万元，占比14.24% ...

倒计时12天 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19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）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下1200+，在线直播观看30000+ 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/新能安/多氟多/远东电池/ 国轩吉泰 美 /诺达智慧/创明新能源/德赛电池/陀普科技/蓝京新能源/北测新能源/亿鑫丰/达力智能/金 力股份/苏州莫洛奇/先导智能/尚太科技/超业精密/科迈罗/东唐智能/贤辰智享/爱签/中天和/和明机械/ 信瑞新能源/亿纬锂能/派能科技/移族/新日股份/弘正储能/亮见钠电/易事特/清陶云能/小鲁锂电/仲恺 高新区/信宇人/奥鸿智能/星恒电源等 赣锋锂业、赣锋锂电同频回暖，开始新一轮增长期。 起点锂电获悉，近日， 兴业银行南昌分行 、 兴银金融完成了对赣锋锂电的 10 亿元人 ...

Core Viewpoint - Kolyuan's stock price has shown significant growth this year, with a year-to-date increase of 67.31%, despite recent fluctuations in the short term [1][2]. Company Overview - Hunan Kolyuan New Energy Co., Ltd. was established on January 24, 1998, and listed on September 18, 2003. The company is based in the Chenzhou High-tech Industrial Park, Hunan Province [2]. - The main business involves battery and material production, focusing on the nickel-hydrogen battery supply chain, expanding into rail transit power markets, and securing raw material supply for lithium batteries and energy storage [2]. - Revenue composition includes: 30.14% from power batteries and pole pieces, 29.76% from consumer batteries, 13.66% from nickel products, 9.26% from trade income, 7.00% from lithium materials, 6.31% from energy storage products, and 3.87% from other sources [2]. Financial Performance - For the period from January to September 2025, Kolyuan achieved a revenue of 3.086 billion yuan, representing a year-on-year growth of 25.25%. The net profit attributable to shareholders was 132 million yuan, showing a remarkable increase of 539.97% [2]. - Cumulatively, the company has distributed 89.32 million yuan in dividends since its A-share listing, with 24.98 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders is 85,700, a decrease of 17.04% from the previous period. The average number of circulating shares per shareholder increased by 20.54% to 19,427 shares [2]. - Notable institutional holdings include Hong Kong Central Clearing Limited as the eighth largest shareholder with 18.7572 million shares, and the Harvest CSI Rare Earth Industry ETF as the ninth largest shareholder with 14.3275 million shares, both being new shareholders [3].

Core Viewpoint - The stock of Kolyuan has experienced a decline of 2.03% on November 24, with a current price of 6.75 CNY per share, amidst significant trading activity and a notable net outflow of funds [1] Company Overview - Kolyuan New Energy Co., Ltd. is located in Hunan Province and was established on January 24, 1998, with its stock listed on September 18, 2003. The company focuses on battery and material businesses, particularly in the nickel-hydride battery sector, and is expanding into lithium battery upstream supply chains [2] - The revenue composition of Kolyuan includes: 30.14% from power batteries and pole pieces, 29.76% from consumer batteries, 13.66% from nickel products, 9.26% from trade income, 7.00% from lithium materials, 6.31% from energy storage products, and 3.87% from other sources [2] - Kolyuan is classified under the electric power equipment industry, specifically in batteries and lithium batteries, and is involved in concepts such as solid-state batteries, battery recycling, lithium batteries, supercapacitors, and hydrogen energy [2] Financial Performance - For the period from January to September 2025, Kolyuan achieved a revenue of 3.086 billion CNY, representing a year-on-year growth of 25.25%. The net profit attributable to shareholders reached 132 million CNY, marking a significant increase of 539.97% [2] - The company has distributed a total of 89.324 million CNY in dividends since its A-share listing, with 24.983 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, Kolyuan had 85,700 shareholders, a decrease of 17.04% from the previous period, with an average of 19,427 circulating shares per shareholder, an increase of 20.54% [2] - Notable institutional shareholders include Hong Kong Central Clearing Limited and Harvest CSI Rare Earth Industry ETF, both of which are new entrants among the top ten circulating shareholders [3]

Core Viewpoint - Kolyuan's stock price increased by 5.19% to 7.90 CNY per share, with a trading volume of 220 million CNY and a market capitalization of 13.158 billion CNY as of November 20 [1] Company Overview - Hunan Kolyuan New Energy Co., Ltd. was established on January 24, 1998, and listed on September 18, 2003. The company is located in the Chenzhou High-tech Industrial Park, Hunan Province [1] - The main business involves battery and material production, focusing on the nickel-hydrogen battery supply chain, expanding into rail transportation power markets, and maintaining sales in consumer batteries and materials [1] - The revenue composition includes: - Power batteries and pole pieces: 30.14% - Consumer batteries: 29.76% - Nickel products: 13.66% - Trade income: 9.26% - Lithium battery materials: 7.00% - Energy storage products: 6.31% - Others: 3.87% [1] Shareholder Information - The top circulating shareholder is a fund under Harvest Fund Management, specifically the Harvest CSI Rare Earth Industry ETF (516150), which entered the top ten shareholders in Q3 with 14.3275 million shares, representing 0.86% of circulating shares [2] - The ETF has a current scale of 7.648 billion CNY and has achieved a year-to-date return of 69.79%, ranking 133 out of 4208 in its category [2] Fund Management - The fund manager of the Harvest CSI Rare Earth Industry ETF is Tian Guangyuan, who has been in the position for 4 years and 258 days, managing assets totaling 75.812 billion CNY [3] - During his tenure, the best fund return was 126.57%, while the worst was -46.65% [3]

Core Insights - Zhuhai Guanyu's stock price increased by 0.20% on November 12, with a trading volume of 485 million yuan, indicating active market participation [1] - The company reported a net financing outflow of 41.04 million yuan on the same day, with a total financing and margin balance of 482 million yuan [1] - For the period from January to September 2025, Zhuhai Guanyu achieved a revenue of 10.32 billion yuan, representing a year-on-year growth of 21.18%, and a net profit of 387 million yuan, up 44.37% year-on-year [2] Financing and Margin Data - On November 12, the financing buy amount was 35.55 million yuan, while the financing repayment was 76.59 million yuan, leading to a net financing buy of -41.04 million yuan [1] - The current financing balance stands at 480 million yuan, accounting for 1.66% of the market capitalization, which is above the 70th percentile of the past year [1] - The margin trading data shows a low short selling balance of 2.27 million yuan, indicating a lower level of short interest compared to the past year [1] Shareholder and Dividend Information - As of September 30, 2025, the number of shareholders increased by 1.17% to 21,700, with an average of 52,193 circulating shares per person, a decrease of 1.16% [2] - The company has distributed a total of 942 million yuan in dividends since its A-share listing, with 740 million yuan distributed over the past three years [3] - Notably, Hong Kong Central Clearing Limited has entered the top ten circulating shareholders with a holding of 37.39 million shares, while Invesco Great Wall Research Select Stock A has exited the list [3]

Core Insights - Zhuhai Guanyu's stock price increased by 0.43% on November 11, with a trading volume of 472 million yuan, indicating active market participation [1] - The company reported a significant year-on-year revenue growth of 21.18% for the first nine months of 2025, reaching 10.321 billion yuan, alongside a net profit increase of 44.37% to 387 million yuan [2] Financing and Margin Trading - On November 11, Zhuhai Guanyu had a financing buy amount of 78.83 million yuan, with a net financing purchase of 7.75 million yuan, indicating strong investor interest [1] - The total margin trading balance stood at 523 million yuan, representing 1.81% of the circulating market value, which is above the 80th percentile of the past year [1] - The company had a low short-selling balance of 2.26 million yuan, below the 30th percentile of the past year, suggesting limited bearish sentiment [1] Shareholder and Dividend Information - As of September 30, 2025, the number of shareholders increased by 1.17% to 21,700, while the average circulating shares per person decreased by 1.16% to 52,193 shares [2] - The company has distributed a total of 942 million yuan in dividends since its A-share listing, with 740 million yuan paid out in the last three years [3] - Hong Kong Central Clearing Limited emerged as a new major shareholder, holding 37.39 million shares, while Invesco Great Wall Research Select Stock A exited the top ten shareholders list [3]