证券日报网讯 中国海诚（002116）10月10日在互动平台回答投资者提问时表示，公司工程业务细分行 业的新能源材料主要包括半导体材料、锂电池材料等，近三年该业务领域新签工程服务合同约32.20亿 元。 ...

中泰天择稳健6个月持有混合(FOF)A（017589）成立日期2023年3月21日，最新规模4283.03万。今年以 来收益13.8%；近一年收益15.58%；成立以来收益17.5%。 中泰天择稳健6个月持有混合(FOF)A（017589）基金经理为唐军。 截至发稿，唐军累计任职时间2年205天，现任基金资产总规模8233.83万元，任职期间最佳基金回报 16.69%， 任职期间最差基金回报15.52%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 10月10日，厦门钨业跌5.12%，截至发稿，报30.57元/股，成交18.74亿元，换手率3.86%，总市值485.32 亿元。 资料显示，厦门钨业股份有限公司位于福建省厦门市思明区展鸿路81号翔业国际大厦21-22层，成立日 期1997年12月30日，上市日期2002年11月7日，公司主营业务涉及从事钨精矿、钨钼中间制品、粉末产 品、丝材板材、硬质合金、切削刀具、各种稀土氧化物、稀土金属、稀土发光材 ...

10月10日，晶瑞电材盘中下跌2.00%，截至13:29，报14.70元/股，成交8.40亿元，换手率5.56%，总市值 157.73亿元。 分红方面，晶瑞电材A股上市后累计派现2.37亿元。近三年，累计派现1.06亿元。 资金流向方面，主力资金净流出5996.67万元，特大单买入4229.49万元，占比5.03%，卖出7434.75万 元，占比8.85%；大单买入1.85亿元，占比22.05%，卖出2.13亿元，占比25.37%。 晶瑞电材今年以来股价涨57.81%，近5个交易日跌4.17%，近20日涨20.00%，近60日涨51.86%。 资料显示，晶瑞电子材料股份有限公司位于江苏省苏州市吴中区善丰路168号，成立日期2001年11月29 日，上市日期2017年5月23日，公司主营业务涉及高纯化学品、光刻胶及配套材料、功能配方材料、锂 电池材料、医药中间体材料、预电子级材料和其他产品等,广泛应用于半导体、新能源等行业。主营业 务收入构成为：高纯化学品58.69%，光刻胶13.79%，锂电池材料13.68%，工业化学品9.61%，能源 4.01%，其他0.23%。 晶瑞电材所属申万行业为：电子-电子化学品Ⅱ ...

—— A 股行业中观景气跟踪月报（2025 年 9 月） 本期投资提示： 2025 年 10 月 09 日 关注新能源、存储、有色和化工等涨价 品种 二、景气：2025 年 9 月制造业 PMI 整体（49.8%）小幅回升，反内卷推动上游原材料购进价格处于扩张区 间，制造业新订单和采购量有所改善，非制造业在手订单和出口订单改善、但价格和库存景气度均有所回 落。 三、各行业高频中观量价指标： 本研究报告仅通过邮件提供给 中庚基金 使用。1 相关研究 证 券 研 究 报 告 证券分析师 林丽梅 A0230513090001 linlm@swsresearch.com 刘雅婧 A0230521080001 liuyj@swsresearch.com 郝丹阳 A0230523120002 haody@swsresearch.com 冯彧 A0230525080001 fengyu@swsresearch.com 王胜 A0230511060001 wangsheng@swsresearch.com 联系人 冯彧 (8621)23297818× fengyu@swsresearch.com 请务必仔细阅读正文之后的各项 ...

目前锂电和储能行业的总体需求情况如何？ 锂电和储能行业的需求呈现出产销两旺的局面，量利双升。具体来看，电动车 方面，9 月份国内销量约为 96.7 万辆，同比增长 21%，环比增长 11%。1-9 月累计同比增长接近 40%。预计全年销量将达到 1,650 万辆，同比增长接近 30%。明年（2026 年）由于购置税补贴减半，我们对国内销量仍保持乐观， 预计增速在 10%左右。欧洲市场方面，9 月份主流国家销量为 31.3 万辆，同 比增速 35%，环比增速 70.6%。1-9 月累计同比增长 30%，全年预计 380- 400 万辆，同比增长至少 30%。明年（2026 年）新车型密集上市，我们预测 欧洲市场将继续保持 30%以上的增长。全球其他区域市场今年（2025 年）预 电动车 10 月报：动储产销两旺，量利双升，继续强推锂电 和储能 20251008 摘要 全球电动车销量上修，2025 年预计超 2,100 万辆，同比增长 24%； 2026 年预计 2,500 万辆，同比增长 17%。动力电池需求随之上修，储 能装机量 2025 年预计超 300GWh，同比增长 60%-70%。 动力电池和储能行业 ...

Core Viewpoint - The stock of Jingrui Electric Materials has experienced significant fluctuations, with a year-to-date increase of 61.35% and a recent drop of 2.02% on September 26, 2023, indicating volatility in the market [1]. Company Overview - Jingrui Electric Materials Co., Ltd. was established on November 29, 2001, and went public on May 23, 2017. The company is located in Suzhou, Jiangsu Province, and specializes in high-purity chemicals, photoresists, functional formulation materials, lithium battery materials, pharmaceutical intermediates, and electronic-grade materials, serving industries such as semiconductors and new energy [1]. - The main revenue composition of the company includes: high-purity chemicals (58.69%), photoresists (13.79%), lithium battery materials (13.68%), industrial chemicals (9.61%), energy (4.01%), and others (0.23%) [1]. Financial Performance - For the first half of 2025, Jingrui Electric Materials reported a revenue of 768 million yuan, representing a year-on-year growth of 10.68%. The net profit attributable to shareholders was 69.75 million yuan, showing a substantial increase of 1501.66% [2]. - Since its A-share listing, the company has distributed a total of 237 million yuan in dividends, with 106 million yuan distributed in the last three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Jingrui Electric Materials reached 93,000, an increase of 13.89% from the previous period. The average circulating shares per person decreased by 12.20% to 10,730 shares [2]. - Notable institutional holdings include Southern CSI 1000 ETF, which is the fifth-largest shareholder with 7.8232 million shares, and Huaxia CSI 1000 ETF, which is a new shareholder with 4.6127 million shares [3].

Core Viewpoint - Nandu Power has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a significant decline in revenue and net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - As of September 23, Nandu Power's stock price increased by 2.15% to 19.52 CNY per share, with a trading volume of 210 million CNY and a turnover rate of 1.28%, resulting in a total market capitalization of 17.533 billion CNY [1]. - Year-to-date, Nandu Power's stock price has risen by 20.94%, with a slight decline of 0.76% over the last five trading days, a 15.64% increase over the last 20 days, and a 24.97% increase over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Nandu Power reported a revenue of 3.923 billion CNY, representing a year-on-year decrease of 31.67%, and a net profit attributable to shareholders of -232 million CNY, a decline of 225.48% compared to the previous year [2]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders for Nandu Power was 122,400, a decrease of 8.78% from the previous period, with an average of 6,968 circulating shares per shareholder, an increase of 9.66% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 10.2998 million shares, an increase of 1.013 million shares from the previous period, and Southern CSI 1000 ETF, holding 8.282 million shares, an increase of 1.759 million shares [3].

Core Viewpoint - The "2025 Changchun New Materials and Pharmaceutical Industry Exchange Conference" held in Changchun aims to explore new cooperation opportunities and innovative development paths in the context of global technological innovation and industrial transformation [4][5]. Group 1: Event Overview - The conference was organized by the China Investment Association, Shanghai Securities Journal, and the Changchun New Area Management Committee, gathering over a hundred executives from listed companies, strong enterprises, financial institutions, and experts from renowned universities [4]. - The event included site visits and in-depth discussions to foster collaboration among participants [4]. Group 2: Industry Development - New materials and biomedicine are recognized as strategic emerging industries that drive high-quality economic development [4]. - Changchun, as a significant old industrial base in China, has shown strong growth in biomedicine, chemical new materials, and advanced equipment manufacturing [4][5]. Group 3: Economic Performance - In the first half of the year, Changchun New Area's GDP grew by 6.4%, and the industrial added value increased by 9.7%, with the pharmaceutical and optical information industries growing by 16.5% and 15.4%, respectively [5]. - The pharmaceutical health industry in Changchun New Area has surpassed a scale of 50 billion yuan [32]. Group 4: Government and Institutional Support - The Changchun municipal government is committed to integrating into the provincial industrial development framework and promoting the construction of the Yongchun Biomedical City and Beihu Future Science City [8]. - The Shanghai Securities Journal aims to leverage its resources to support the development of Changchun New Area, focusing on industry chain investment and collaboration [25]. Group 5: Innovation and Collaboration - The conference highlighted the importance of integrating innovation chains, industry chains, and capital chains to promote technological breakthroughs and collaborative innovation ecosystems [28]. - Various representatives expressed their willingness to collaborate in areas such as pharmaceutical research and development, production, and new materials applications [39][42].

9月17日，南都电源涨1.17%，成交额19.22亿元。两融数据显示，当日南都电源获融资买入额2.13亿 元，融资偿还2.29亿元，融资净买入-1540.66万元。截至9月17日，南都电源融资融券余额合计13.86亿 元。 分红方面，南都电源A股上市后累计派现6.84亿元。近三年，累计派现5610.24万元。 机构持仓方面，截止2025年6月30日，南都电源十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1029.98万股，相比上期增加101.30万股。南方中证1000ETF（512100）位居第五大流通股 东，持股828.20万股，相比上期增加175.90万股。华夏中证1000ETF（159845）位居第十大流通股东， 持股488.92万股，相比上期增加126.74万股。 责任编辑：小浪快报 融券方面，南都电源9月17日融券偿还4400.00股，融券卖出6000.00股，按当日收盘价计算，卖出金额 11.94万元；融券余量20.51万股，融券余额408.15万元，超过近一年60%分位水平，处于较高位。 资料显示，浙江南都电源动力股份有限公司位于浙江省杭州市西湖区文二西路822号，成立日期199 ...

数据显示，中泰证券资管旗下1只基金重仓厦门钨业。中泰天择稳健6个月持有混合(FOF)A（017589） 二季度持有股数5万股，占基金净值比例为1.27%，位居第二大重仓股。根据测算，今日浮亏损失约7.7 万元。 从基金十大重仓股角度 9月16日，厦门钨业跌5.06%，截至发稿，报28.89元/股，成交14.87亿元，换手率3.25%，总市值458.65 亿元。 资料显示，厦门钨业股份有限公司位于福建省厦门市展鸿路81号特房波特曼财富中心A座21-22层，成 立日期1997年12月30日，上市日期2002年11月7日，公司主营业务涉及从事钨精矿、钨钼中间制品、粉 末产品、丝材板材、硬质合金、切削刀具、各种稀土氧化物、稀土金属、稀土发光材料、磁性材料和稀 土贮氢、系列锂电池材料等其他能源新材料的生产、销售与研发和稀土投资,兼营房地产开发与经营。 主营业务收入构成为：钨钼等有色金属制品46.21%，电池材料39.28%，稀土业务14.36%，房地产及配 套管理0.14%。 中泰天择稳健6个月持有混合(FOF)A（017589）成立日期2023年3月21日，最新规模4283.03万。今年以 来收益12.64%，同类排 ...