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锂电池股普涨 赣锋锂业、天齐锂业涨超4% 宁德时代涨3.5%
Ge Long Hui· 2025-12-11 02:32
Group 1 - The core viewpoint of the news is that lithium battery stocks in Hong Kong experienced a collective surge, driven by rising production costs and anticipated price increases for battery products due to higher raw material prices [1] - Domestic lithium battery manufacturer Dejia Energy announced a 15% price increase for its battery series starting December 16, citing continuous rises in upstream raw material costs [1] - Huatai Securities' research report indicates that lithium battery production in December is expected to increase month-on-month, with a sustained positive outlook and rising capacity utilization across multiple segments [1] Group 2 - Companies such as Ganfeng Lithium and Tianqi Lithium saw stock price increases of over 4%, while CATL rose by 3.5% [2] - Other companies in the sector, including Hongqiao Group, Zhongchuang Innovation, BYD Electronics, Chaowei Power, and Tianneng Power, also experienced stock price increases [2] - CICC's research report expresses optimism for a new upward cycle in lithium batteries by 2026, with energy storage expected to be a key driver [1]
锂电股多数走高 产业链涨价潮持续 机构看好锂电新一轮上行周期
Zhi Tong Cai Jing· 2025-12-11 02:29
Group 1 - Lithium battery stocks mostly rose, with Ganfeng Lithium up 4.51% at HKD 53.2, Tianqi Lithium up 4.14% at HKD 49.86, and CATL up 3.43% at HKD 515.5 [1] - Dejia Energy announced a 15% price increase for its battery products starting December 16 due to rising raw material costs [1] - Contemporary Amperex Technology Co., Ltd. (CATL) is in discussions with clients regarding price increases, with some products already seeing price hikes [1] Group 2 - According to CICC's previous report, a bottom reversal trend in lithium batteries is expected to emerge from 2025 as industry prices stabilize and supply-demand structures improve [2] - The outlook for 2026 anticipates a new upward cycle in lithium batteries, with energy storage expected to be a key driver [2] - A new round of lithium battery technology cycle, centered around solid-state batteries, is accelerating towards an industrialization inflection point [2]
港股异动 | 锂电股多数走高 产业链涨价潮持续 机构看好锂电新一轮上行周期
智通财经网· 2025-12-11 02:26
Core Viewpoint - Lithium battery stocks are experiencing an upward trend, driven by rising production costs and price adjustments in the industry [1] Group 1: Stock Performance - Ganfeng Lithium (01772) increased by 4.51%, trading at 53.2 HKD [1] - Tianqi Lithium (09696) rose by 4.14%, reaching 49.86 HKD [1] - CATL (03750) saw a 3.43% increase, priced at 515.5 HKD [1] - Longpan Technology (02465) grew by 2.9%, now at 14.92 HKD [1] - Zhongchu Innovation (03931) climbed 1.51%, trading at 28.22 HKD [1] Group 2: Price Adjustments and Production Costs - Dejia Energy announced a 15% price increase on its battery products starting December 16 due to rising raw material costs [1] - A communication regarding price increases is ongoing at Funeng Technology, with some products already seeing price hikes [1] - Recent data from Xinluo Lithium indicates a battery production forecast of 143.3 GWh for December, reflecting a 2.3% month-over-month increase [1] Group 3: Industry Outlook - CICC's previous research report suggests a trend of price stabilization and improved supply-demand structure in the lithium battery industry starting in 2025 [1] - The industry anticipates a new upward cycle beginning in 2026, with energy storage expected to be a key driver [1] - The acceleration of solid-state battery technology is seen as a pivotal point for industrialization in the new lithium battery technology cycle [1]
港股异动丨锂电池股普涨 赣锋锂业、天齐锂业涨超4% 宁德时代涨3.5%
Ge Long Hui· 2025-12-11 02:10
Core Viewpoint - The lithium battery stocks in Hong Kong experienced a collective surge, driven by rising production costs and anticipated price increases in battery products due to escalating raw material prices [1] Group 1: Market Performance - Ganfeng Lithium and Tianqi Lithium saw increases of over 4%, while CATL rose by 3.5% [2] - Other companies such as Hongqiao Group, Zhongchuang Xinhang, BYD Electronics, Chaowei Power, and Tianneng Power also experienced gains [1] Group 2: Price Adjustments - Dejia Energy announced a 15% price increase on its battery products effective December 16 due to rising production costs [1] - Aoxin Technology is also in discussions with clients regarding price hikes, with some products already seeing price increases [1] Group 3: Industry Outlook - Huatai Securities predicts a month-on-month increase in lithium battery production in December, indicating a positive market trend [1] - CICC's report suggests a new upward cycle for lithium batteries starting in 2026, with energy storage expected to be a key driver [1]
宁德时代(03750) - 2025年12月25日举行的临时股东会第二份委任代表表格
2025-12-10 13:03
Contemporary Amperex Technology Co., Limited 寧德時代新能源科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:3750) 2025年12月25日舉行的臨時股東會第二份委任代表表格 與本第二份委任代表表格有關的 股份數目 (附註1) 本人╱吾等 (附註2) 地址為 為本公司 股H股 (附註3) 的持有人, 現委任大會主席或 (附註4) | | 普通決議案 | (附註5) 贊成 | (附註5) 反對 | (附註5) 棄權 | | --- | --- | --- | --- | --- | | 1 | 審議及批准建議修訂本公司若干制度: | | | | | | 1.1 累積投票制實施細則 | | | | | | 1.2 對外投資管理制度 | | | | | | 1.3 委託理財管理制度 | | | | | | 1.4 關聯(連)交易管理制度 | | | | | | 1.5 對外擔保管理制度 | | | | | | 1.6 對外捐贈管理制度 | | | | | | 1.7 募集資金管理制度 | | | | | | 1.8 防止控股股東及其關聯方資金佔 ...
宁德时代(03750) - 临时股东会补充通告
2025-12-10 12:53
香港交易及結算所有限公司及香港聯合交易所有限公司對本通告的內容概不負責,對其準確性或完整性亦 不發表任何聲明,並明確表示概不會就本通告全部或任何部分內容而產生或因倚賴該等內容而引致的任何 損失承擔任何責任。 Contemporary Amperex Technology Co., Limited 寧德時代新能源科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:3750) 臨時股東會補充通告 茲提述(1)寧德時代新能源科技股份有限公司(「本公司」)日期為2025年12月9日 之通函(「首份通函」),當中載列建議修訂本公司若干制度、建議委任執行董事、董事 會發行H股股份的一般授權、2025年度新增對附屬公司擔保額度及建議修訂公司章程 及其附錄等決議案的詳情;(2)本公司日期為2025年12月10日之通函(「補充通函」), 當中載列建議授出發行公司債券的一般授權的新增決議案的詳情;及(3)本公司日期為 2025年12月9日之臨時股東會(「臨時股東會」)通告(「首份通告」),當中載列擬提呈臨 時股東會供本公司股東批准之下列第1至4項及第6至8項決議案。 茲補充通告寧德時代新能源科技股份有限公司 ...
宁德时代(03750) - 补充通函 建议授出发行公司债券的一般授权及临时股东会补充通告
2025-12-10 12:43
此乃要件 請即處理 閣下如對本通函或應採取之行動有任何疑問,應諮詢 閣下的股票經紀或其他持牌證券交易商、銀行經 理、律師、專業會計師或其他專業顧問。 寧德時代新能源科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:3750) 補充通函 建議授出發行公司債券的一般授權 及 臨時股東會補充通告 重要通知:務請注意,補充通函旨在向寧德時代新能源科技股份有限公司股東提供有關建議授出發行公司 債券的一般授權的資料,以使寧德時代新能源科技股份有限公司股東能夠就將在臨時股東會上提呈的新增 決議案作出知情的投票決定。 補充通函應與日期為2025年12月9日的首份通函一併閱讀。董事會函件載於補充通函第3至7頁。 本公司已於2025年12月9日刊發關於將於2025年12月25日(星期四)下午三時正假座中國福建省寧德市蕉 城區漳灣鎮新港路2號公司科技大樓一樓會議室召開臨時股東會的首份通告。關於臨時股東會的補充通告 載於補充通函第8至11頁。補充通函一併附上用於臨時股東會的第二份委任代表表格。無論 閣下是否有 意出席臨時股東會,務請按照第二份委任代表表格上所印列的指示填妥並盡快交回表格,且無論如何須於 臨時股 ...
宁德时代(03750.HK)拟注册发行不超100亿元债券
Ge Long Hui· 2025-12-10 12:32
Core Viewpoint - The company plans to register and issue bonds up to RMB 10 billion to meet operational and business development needs, optimize debt structure, and reduce financing costs [1] Group 1 - The company announced the decision during the 11th meeting of the 4th Board of Directors held on December 10, 2025 [1] - The bond issuance is aimed at supporting the company's production and business development [1] - The total amount of bonds to be issued is capped at RMB 10 billion, including the full amount [1]
宁德时代(03750)拟注册发行不超过100 亿元的债券
智通财经网· 2025-12-10 12:26
智通财经APP讯,宁德时代(03750)公布,为满足公司生产经营和业务发展需求,优化债务结构,降低融 资成本,董事会同意公司注册发行不超过人民币 100 亿元(含 100 亿元)的债券,并提请股东会授权公司 总经理或其授权人士负责全权办理与本次债券注册发行工作的相关事宜。 ...
宁德时代(03750) - 海外监管公告-关於拟註册发行债券的公告
2025-12-10 12:26
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 Contemporary Amperex Technology Co., Limited 寧德時代新能源科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:3750) 海外監管公告 關於擬註冊發行債券的公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列寧德時代新能源科技股份有限公司(「本公司」)於深圳證券交易所網站 ( http://www.szse.cn /)及巨潮資訊網( www.cninfo.com.cn )所發佈之《寧德時代新能 源科技股份有限公司關於擬註冊發行債券的公告》,僅供參閱。 承董事會命 寧德時代新能源科技股份有限公司 董事長、執行董事兼總經理 曾毓群先生 中國•寧德,二零二五年十二月十日 於本公告日期,本公司董事會成員包括執行董事曾毓群先生、潘健先生、李平先 生、周佳先生、歐陽楚英博士及趙豐剛先生;及獨立非執行董事吳育輝博士、林 ...