10月首个交易日中国A股主要股指悉数下跌,上证指数跌0.79%,创业板指跌3.15%。受《新型电池产业发展“十五五”规划》消息提振,电池板块逆势上涨3.34%,多只个股涨超15%。
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中国工信部等七部门近日对外发布了《新型电池产业发展“十五五”规划》。
中新社北京10月8日电 (记者 陈康亮)在10月的首个交易日,中国A股“遇冷”,主要股指悉数下跌,电池板块逆势上涨,收获10月“开门红”。
根据金融数据服务商东方财富的统计,截至8日收盘,电池板块当天上涨3.34%,涨幅居前;个股方面,力王股份、领湃科技、尚水智能、金银河、武汉蓝电股价均涨逾15%。
消息面上,中国工信部等七部门近日对外发布的《新型电池产业发展“十五五”规划》提出,到2030年,中国新型电池产业规模实现稳步增长。全链条创新能力持续增强,先进电极材料、新型电解质、高端辅材等取得新突破,新体系电池研发取得重大进展,全固态电池初步实现规模化应用,长寿命锂电池循环寿命达到15000次,头部企业产品缺陷率达到PPB(十亿分率)级。
湘财证券分析师刘宁表示,上述规划的发布为中国新型电池产业的发展提供了清晰的政策框架与路线图。规划明确了2030年产业发展的量化指标,明确了下一代电池技术商业化的时间节点,将引导研发资源向全固态电池等领域倾斜,利好相关上市公司。
就当天A股主要指数的表现而言,截至收盘,上证指数报3811点,跌幅为0.79%;深证成指报12620点,跌幅为2.07%;创业板指报3036点,跌3.15%。沪深两市成交总额约16821亿元人民币,较上一个交易日放量约2441亿元人民币。
AI outlook — possibilities, not facts
研发资源将向全固态电池等领域倾斜
Likely · Within months

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