688778 厦钨新能
已收盘 07-30 15:00:01
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厦钨新能公布国际专利申请：“锂镍钴锰正极材料及其制备方法、正极和电池”
证券之星 · 07-28 20:55
厦钨新能公布国际专利申请：“锂镍钴锰正极材料及其制备方法、正极和电池”
A股电池板块异动拉升
格隆汇 · 07-28 02:13
A股电池板块异动拉升
每周股票复盘：厦门钨业（600549）厦钨新能2025年半年度营业总收入753370.35万元同比增长18.04%
证券之星 · 07-26
每周股票复盘：厦门钨业（600549）厦钨新能2025年半年度营业总收入753370.35万元同比增长18.04%
2Q25公募基金持仓/陆港通：电新板块公募持仓环比下降 陆港通表现平稳
中金公司 · 07-24
2Q25公募基金持仓/陆港通：电新板块公募持仓环比下降 陆港通表现平稳
新能源汽车产业链行业：半固态电池商业化应用加速 铺就全固态产业化关键路径
东方证券 · 07-23
新能源汽车产业链行业：半固态电池商业化应用加速 铺就全固态产业化关键路径
7月23日18股被评买入评级！智微智能上涨空间超70%
东方财富研究中心 · 07-23
7月23日18股被评买入评级！智微智能上涨空间超70%
厦钨新能股价下跌5.01% 固态电池研发催化短期波动
智选洞察 · 07-23
厦钨新能股价下跌5.01% 固态电池研发催化短期波动
厦钨新能涨5.07% 固态电池研发进展叠加业绩增长超预期
智选洞察 · 07-22
厦钨新能涨5.07% 固态电池研发进展叠加业绩增长超预期
厦门钨业最新公告：控股子公司厦钨新能上半年净利润同比增长27.76%
证券之星 · 07-21
厦门钨业最新公告：控股子公司厦钨新能上半年净利润同比增长27.76%
电力设备行业固态电池行业周报（第六期）：固态电池中试、量产节奏加快，设备先行下订单持续交付
开源证券 · 07-20
电力设备行业固态电池行业周报（第六期）：固态电池中试、量产节奏加快，设备先行下订单持续交付
厦钨新能股价上涨5.03% 固态电池概念催化与资金博弈推动
智选洞察 · 07-18
厦钨新能股价上涨5.03% 固态电池概念催化与资金博弈推动
厦钨新能：氧化物固态电池用正极材料已实现供货
电池中国 · 07-14
厦钨新能：氧化物固态电池用正极材料已实现供货
主业稳健，新技术领先
东方财富 · 07-11
主业稳健，新技术领先
厦钨新能：NL结构正极材料能量密度和倍率性能显著提升
互动易 · 07-11
厦钨新能：NL结构正极材料能量密度和倍率性能显著提升
厦钨新能：公司对于引入新技术持开放且审慎的态度
互动易 · 07-11
厦钨新能：公司对于引入新技术持开放且审慎的态度
厦钨新能股价微跌0.23%，间接控股股东股权划转完成工商变更
金融界 · 07-08
厦钨新能股价微跌0.23%，间接控股股东股权划转完成工商变更
动力锂电行业海外固态电池企业面观：海外固态电池进展积极 产品性能持续突破
国泰海通证券 · 07-07
动力锂电行业海外固态电池企业面观：海外固态电池进展积极 产品性能持续突破
每周股票复盘：厦钨新能（688778）间接控股股东变更及会计师变更
证券之星 · 07-05
每周股票复盘：厦钨新能（688778）间接控股股东变更及会计师变更
厦钨新能获融资买入0.23亿元，近三日累计买入0.88亿元
金融界 · 07-05
厦钨新能获融资买入0.23亿元，近三日累计买入0.88亿元
DR厦钨新能涨5.16% 板块轮动与政策催化共振
智选洞察 · 07-03
DR厦钨新能涨5.16% 板块轮动与政策催化共振
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公司概况
公司名称：
厦门厦钨新能源材料股份有限公司
所属行业：
电气机械和器材制造业
上市日期：
2021-08-05
主营业务：
厦门厦钨新能源材料股份有限公司的主营业务是新能源电池材料的研发、生产和销售。公司的主要产品是高电压钴酸锂、高电压三元材料、高镍三元材料、高功率三元材料、氢能材料、磷酸铁锂。截至2024年12月31日，公司在国内外拥有204项注册专利（其中，发明专利117项），形成了较为完整的自主知识产权体系。
发行价格：
24.50
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陆港通表现平稳","url":"https://stock-news.laohu8.com/highlight/detail?id=2554615751","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2554615751?lang=zh_cn&edition=full","pubTime":"2025-07-25 00:00","pubTimestamp":1753372800,"startTime":"0","endTime":"0","summary":"行业近况我们对2Q25 国内公募基金重仓持股、陆港通资金流向进行了行业整体、细分行业等方面的详细梳理，统计范围覆盖新能源车中上游、工业自动化、电气设备共132 只股票。2Q25 以来电新板块整体基金持仓比例环比下降，陆港通持股比例环比表现平稳，细分行业存在差异。行业整体：截至2Q25，电新板块重仓持股占基金净值比例0.80%、环比1Q25 下降0.16ppt，重仓持股占基金股票投资市值比例3.84%、环比1Q25 下降0.64ppt，整体持仓环比下降。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725150624a462bd15&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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14:16","pubTimestamp":1753251364,"startTime":"0","endTime":"0","summary":"厦钨新能股价大幅下跌，最新价47.40元/股，跌幅5.01%。资金博弈与技术突破共振厦钨新能近期股价波动受多因素交织影响。截至7月21日，主力资金连续5个交易日累计净流入超6000万元，显示机构参与意愿增强。固态电池硫化物电解质研发进展及NL材料通过下游测试的消息，直接催化市场对技术突破的预期。技术壁垒与产能释放构筑成长逻辑长期来看，厦钨新能的核心竞争力在于技术积累与产能释放节奏。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723141606a45e1706&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:09","pubTimestamp":1753092580,"startTime":"0","endTime":"0","summary":"厦门钨业(600549.SH)公告称，其控股子公司厦钨新能于7月22日发布2025年半年度业绩快报，营业总收入75.34亿元，较上年同期增长18.04%。营业利润、利润总额和归属于母公司所有者的净利润分别同比增长36.07%、35.47%和27.76%。基本每股收益为0.73元/股，同比增长28.07%。业绩快报数据未经审计，具体以厦钨新能2025年半年报为准。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025072100025677.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688778","600549"],"gpt_icon":0},{"id":"2552445998","title":"电力设备行业固态电池行业周报（第六期）：固态电池中试、量产节奏加快，设备先行下订单持续交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2552445998","media":"开源证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2552445998?lang=zh_cn&edition=full","pubTime":"2025-07-20 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09:42","pubTimestamp":1752802930,"startTime":"0","endTime":"0","summary":"厦钨新能股价今日大幅上涨，截至09点41分，最新价为48.42元/股，涨幅达5.03%。资金博弈与估值分化主导价格波动近期厦钨新能净流入主要受多重资金面因素扰动。动态市盈率攀升至46.58倍，显著高于电池行业均值，引发部分资金获利了结。中小盘风格占优背景下，固态电池概念热度波动进一步催化股价震荡。当前股价对应2025年动态市盈率约40倍，处于历史估值中枢。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718094213a452325d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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子美编丨CBEA独耀近日，厦钨新能在投资者互动平台表示，在固态电池领域，其重点布局正极材料和电解质业务。其中，在固态电池正极材料方面，据介绍，厦钨新能匹配氧化物路线固态电池的正极材料已实现供货；硫化物路线固态电池的正极材料，其与下游客户在技术研发上保持密切的交流合作。厦钨新能还表示，将结合固态电池的产业化进程和市场情况，同步推进相关正极材料和硫化锂的产能建设。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714152834a44939cf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:30","pubTimestamp":1752233442,"startTime":"0","endTime":"0","summary":"此外，公司补锂剂等前沿技术领域亦取得实质性进展，完成高稳定性补锂材料的开发，并实现批量供货。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071119304797a23e6b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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请问公司的NL型结构电池是否适用于机器人？公司回答表示，尊敬的投资者，您好。公司与国际知名电池企业合作开发的NL结构正极材料，相较传统正极材料，NL结构正极材料的结构更稳定，层间距更宽，能量密度和倍率性能都有显著的提升，未来将广泛应用于3C消费电子、机器人、低空经济、固态电池等领域。感谢您对公司的关注！","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711154544a4443c32&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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董秘您好！请问贵公司是否已经部署了DeepSeek？如果已经部署了，请问主要应用于哪些具体的业务？公司接入DeepSeek有哪些成本、收益方面的考量？如果公司计划在未来再进行部署，计划将DeepSeek应用于什么具体的业务呢？我们投资者非常期待您的回复，谢谢！公司回答表示，尊敬的投资者，您好！公司密切关注人工智能等前沿技术的发展及其在各行业的应用实践。公司对于引入新技术持开放且审慎的态度。 感谢您对公司的关注。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711154652a6a33a6b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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