| 权益类证券大宗交易 (协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | | 2026-01-16 | 300750 | 宁德时代 | 352.32 | 99.00 | 34,879胡构专用 | | 机构专用 | | 1月16日，宁德时代大宗交易成交99万股，成交额3.49亿元，占当日总成交额的2.98%，成交价352.32 元，较市场收盘价352.32元持平。 ...

签约当日，时代长安动力电池项目同步签约落地。该项目位于川渝高竹新区北碚板块，是长安汽车战略布局的关键举措，建成后主要为阿维塔、深蓝汽车、 长安启源等品牌提供技术领先的新能源汽车动力电池。 中国长安汽车集团表示，此次全面深化战略合作是在汽车行业电动化背景下，双方基于良好信任与充分沟通，结合各自在行业领域的优势，建立长期友好合 作关系，实现优势互补、合作共赢，共同提升可持续发展和创新能力，构建强大的市场竞争力，全面开拓双方业务在新能源领域的市场。 未来，双方将在联合品牌、前沿技术、终端推广、海外市场、高质量保供、合资公司等多个领域展开全方面合作，共同开拓新能源汽车市场。 1月14日，中国长安汽车集团有限公司与宁德时代新能源科技股份有限公司签署《全面深化战略伙伴关系备忘录》。双方将围绕品牌传播、技术应用、市场 拓展、模式创新及海外布局等方向开展合作。 ...

宁德时代润智软件科技有限公司，成立于2021年，位于宁德市，是一家以从事软件和信息技术服务业为 主的企业。企业注册资本320000万人民币。通过天眼查大数据分析，宁德时代润智软件科技有限公司参 与招投标项目2次，专利信息678条，此外企业还拥有行政许可5个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，宁德时代新能源科技股份有限公司取得一项名为"储能电池单元故障的处理 方法及系统"的专利，授权公告号CN120200336B，申请日期为2024年12月。 天眼查资料显示，宁德时代新能源科技股份有限公司，成立于2011年，位于宁德市，是一家以从事电气 机械和器材制造业为主的企业。企业注册资本440339.4911万人民币。通过天眼查大数据分析，宁德时 代新能源科技股份有限公司共对外投资了143家企业，参与招投标项目584次，财产线索方面有商标信息 663条，专利信息5000条，此外企业还拥有行政许可1012个。 ...

Core Viewpoint - The arrival of the new energy era is marked by significant developments in the industry, particularly with CATL's (Ningde Times) substantial procurement orders and strategic investments, which aim to strengthen its market position and build a robust supply chain [2][3]. Group 1: Procurement Agreements - CATL signed a procurement agreement with Rongbai Technology to supply approximately 3.05 million tons of lithium iron phosphate from Q1 2026 to 2031, with a total sales amount exceeding 120 billion yuan [3][4]. - The average annual supply of over 500,000 tons enhances the operational stability for Rongbai Technology and secures a stable supply of core materials for CATL, mitigating risks related to production capacity and raw material price fluctuations [3][4]. Group 2: Strategic Investments - CATL plans to invest 3.175 billion yuan in Fulin Precision to become a significant shareholder, further solidifying its strategic partnerships and enhancing its supply chain [2][6]. - The investment will support Fulin Precision's projects, including a 500,000-ton high-end lithium iron phosphate project and various key components for electric drive systems and robotics [8][9]. Group 3: Technological Collaboration - The collaboration between CATL and Rongbai Technology includes sharing technical resources and jointly developing next-generation lithium iron phosphate materials, which will enhance both companies' competitive advantages [8][9]. - Rongbai Technology's innovative production process reduces production steps from 15 to 6, lowering investment costs by approximately 40% and energy consumption by about 30%, positioning it favorably in the market [4]. Group 4: Market Position and Future Outlook - CATL's market share in the global power battery sector reached 38.1% in early 2025, with its energy storage battery production leading globally [11]. - The company has secured long-term contracts for 250 GWh of energy storage, with expected revenues exceeding 120 billion yuan, further solidifying its leading position in the industry [10][11].

Core Viewpoint - Longpan Technology announced a procurement agreement with CATL to support the sustainable development of its new energy business and meet daily operational needs [3] Group 1: Agreement Details - On January 15, Longpan Technology signed a "Continuing Connected Transaction Agreement (Procurement)" with CATL [3] - The agreement stipulates that the maximum transaction amount for the fiscal year 2026 will not exceed the amount disclosed by the company on the Hong Kong Stock Exchange [3] - Longpan Technology expects procurement transactions with CATL to not exceed 7 billion yuan in 2026 [3]

智通财经APP获悉，龙蟠科技(02465)高开逾4%，截至发稿，涨4.2%，报14.4港元，成交额418.32万港 元。 消息面上，1月15日，龙蟠科技公告称，为实现本公司新能源业务的持续稳健发展，满足本公司日常经 营需要，公司与宁德时代(03750)签署《持续关连交易协议(采购)》。协议约定，2026会计年度，宁德时 代(含其附属公司及其参股30%以上公司，下同)向公司及公司附属公司支付的交易金额上限将不得超过 公司根据《香港联合交易所有限公司证券上市规则》于香港联合交易所有限公司网站不时披露的金额。 公司预计2026年，宁德时代将与公司发生不超过70亿元的采购交易。 ...

Core Viewpoint - Weifang City has signed a strategic cooperation agreement with two subsidiaries of CATL, indicating its ambition to become a significant growth pole for the northern green economy [1][3][4]. Group 1: Weifang's Development Goals - Weifang aims to achieve a GDP exceeding 1 trillion yuan and establish itself as a regional sub-center city, positioning itself as a key strategic point for economic growth in northern China [3]. - The collaboration with CATL is seen as a means to inject a "green engine" into Weifang's journey towards its trillion-yuan goal [3]. Group 2: Industry Transformation Needs - Weifang, traditionally an agricultural and industrial city, faces urgent demands for industrial structure transformation [3]. - The city is committed to implementing the national "dual carbon" strategy, with CATL's subsidiaries providing the necessary technological support and industrial momentum for this transition [3][4]. Group 3: Specific Areas of Cooperation - The cooperation will focus on five key areas: 1. New energy vehicle aftermarket services 2. Comprehensive energy services and low-carbon demonstrations 3. Innovative talent cultivation 4. Green shipping and port electrification 5. Collaborative investment attraction [3][4]. - The emphasis on "green shipping and port electrification" is particularly noteworthy, as it aligns with local resources and aims to upgrade the high-end equipment manufacturing sector [3]. Group 4: CATL's Strategic Positioning - CATL's collaboration with Weifang reflects its strategic expansion into the northern market, transitioning from a battery manufacturer to a comprehensive energy service provider [4]. - The partnership aims to create regional low-carbon demonstration projects through government-enterprise cooperation, enhancing CATL's market presence in North China [4]. Group 5: Potential Impact and Future Outlook - If successful, this cooperation model could serve as a replicable example for the green transformation of traditional industrial cities [4]. - The integration of Weifang's traditional industrial base with CATL's innovative technologies may lead to the emergence of new industrial forms, particularly in resource recycling and comprehensive energy services [4].

长江商报消息●长江商报记者 沈右荣 新能源时代真正来临，行业快速发展，"宁王"宁德时代（300750.SZ，03750.HK）抛出惊人锁单量。 1月13日晚，A股公司容百科技（688005.SH）发布公告称，公司与宁德时代签署协议，自2026年第一季 度开始至2031年，公司预测合计向宁德时代供应磷酸铁锂总量约为305万吨。合同总销售金额超1200亿 元。 当晚，A股市场另一家公司富临精工（300432.SZ）也发布公告称，公司拟引进宁德时代为战略投资 者，并与其开展全方位合作。宁德时代拟出资31.75亿元认购富临精工定增，成为其重要股东。 签1200亿元采购大单、31.75亿元入股富临精工，宁德时代在下一盘大棋，以构建产业链护城河，巩固 其全球领先的市场地位。 目前，宁德时代在动力电池、储能电池领域为全球"双冠军"。2025年前三季度，宁德时代盈利490.34亿 元，逼近2024年全年水平。 锁定1200亿磷酸铁锂正极材料供应 容百科技表示，公司基本完成全球化布局，相关产品技术将除了在中国本土快速实现量产和推广，还将 借助韩国、波兰制造基地和全球化的市场布局，迅速将该产品和技术在全球范围内推广。 上述巨量订 ...

两融数据显示，该股最新融资余额为225.87亿元，近5日增加7.66亿元，增幅为3.51%。 宁德时代1月15日大宗交易平台共发生2笔成交，合计成交量6.70万股，成交金额2236.93万元。以折溢价 进行统计，今日有1笔为折价交易，折价率最高达19.94%。从参与大宗交易营业部来看，机构专用席位 共出现在1笔成交的买方或卖方营业部中，合计成交金额为1705.08万元。 进一步统计，近3个月内该股累计发生31笔大宗交易，合计成交金额为79.54亿元。 证券时报·数据宝统计显示，宁德时代今日收盘价为353.75元，下跌0.06%，日换手率为0.76%，成交额 为114.74亿元，全天主力资金净流出5.37亿元，近5日该股累计下跌4.19%，近5日资金合计净流出33.06 亿元。 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 4.82 | 1705.08 | 353.75 | 0.00 ...

Core Insights - The article highlights the top and bottom AH share premium rates, with Northeast Electric (00042) leading at 785.25% and China Merchants Bank (03968) at an undisclosed rate [1][2]. Group 1: Top AH Share Premium Rates - Northeast Electric (00042) has a premium rate of 785.25% with a deviation value of -79.73% [1][2]. - Zhejiang Shibao (01057) follows with a premium rate of 414.81% and a deviation value of 55.09% [1][2]. - Junda Co., Ltd. (02865) ranks third with a premium rate of 306.91% and a deviation value of 91.03% [1][2]. Group 2: Bottom AH Share Premium Rates - China Merchants Bank (03968) has an undisclosed premium rate and a deviation value of 1.92% [2]. - Contemporary Amperex Technology Co., Ltd. (Ningde Times) (03750) shows a premium rate of -13.07% with a deviation value of -2.35% [2]. - Heng Rui Medicine (01276) has a premium rate of -2.62% and a deviation value of -3.51% [2]. Group 3: Deviation Values - Junda Co., Ltd. (02865) leads in deviation value at 91.03% [1][2]. - Goldwind Technology (02208) has a deviation value of 80.58% [1][2]. - Nanjing Panda Electronics (00553) follows with a deviation value of 61.61% [1][2].