高工产研储能研究所(GGII)数据显示，2025年中国储能锂电池出货量630GWh，同比增幅85%。面向全球市场，2025年中国储能电池出货量全球占比仍 超过90%。 从排行榜来看，2025中国储能锂电池出货量TOP10企业是宁德时代（300750）(300750.SZ)、比亚迪（002594）(002594.SZ)、海辰储能、亿纬锂能 （300014）(300014.SZ)、中创新航(03931)、瑞浦兰钧(00666)、楚能新能源、远景动力、鹏辉能源（300438）、国轩高科（002074）(以上排名未分先 后)。从全球出货口径来看，以上中国TOP10企业也是全球储能锂电池出货TOP10企业。 | 排名 | 出货体量 (GWh) | E 피 | | | --- | --- | --- | --- | | 1 | >140 | 宁德时代 | | | | | | 一度阿什 | | 2 | 65-75 | 海辰储能 | | | 3 | | 亿纬锂能 | EVE 亿纬锂能 | | 4-7 | 40-60 | 比亚迪储能、 | corne× 变能 | | | | 楚能新能源、 | | | | | 瑞浦兰钧、中创新航 ...

Core Insights - The global lithium-ion energy storage battery shipment reached 550 GWh in 2025, marking a 79% year-on-year increase, indicating rapid expansion in the energy storage industry [1][6][11] Group 1: Market Overview - China, North America, and Europe remain the primary target markets, with China accounting for 352 GWh (64% of global shipments) and a growth rate of 117%, highlighting its role as the core driver of global energy storage supply growth [1][6][11] - North America and Europe are experiencing growth, but their global market share is declining due to faster growth in China and emerging markets, which saw a growth rate of 108% [1][6][11] Group 2: Regional Dynamics - The slowdown in North America's growth rate and its declining global share is linked to U.S. policies, particularly high tariffs on Chinese products, which have impacted the supply of lithium iron phosphate batteries [7][10] Group 3: Company Rankings - The top nine companies in lithium-ion energy storage battery shipments are dominated by Chinese firms, with CATL leading at 167 GWh, holding a 30% market share, while the last two Korean companies account for only 4% [4][9][11] - The dominance of Chinese companies is attributed to the suitability of lithium iron phosphate batteries for energy storage needs, emphasizing safety and cost over energy density [4][9][10] Group 4: Future Outlook - Korean companies are adapting by modifying existing U.S. production lines and focusing on lithium iron phosphate technology to regain market share in North America, with expectations of a gradual recovery in their market presence [10]

2月6日，港股三大指数集体下跌。其中，恒生指数跌1.21%，报26559.95点；恒生科技指数跌1.11%，报5346.20点；恒生国企指数跌0.68%，报9031.38点。 全日大市成交额为2479亿港元，南向资金净买入148.59亿港元。本周，南向资金累计净买入560.69亿港元，恒生指数累计下跌3.02%。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSI | 恒生指数 | 26559.95c | -325.29 | -1.21% | 2479亿 | 3.63% | | 2 | HSTECH | 恒生科技 | 5346.20c | -59.93 | -1.11% | 675亿 | -3.08% | | 3 | HSBIO | 恒生生物科技 | 15218.67c | -23.31 | -0.15% | 90亿 | 7.34% | | 4 | HSCEI | 恒生中国企业指数 | 9031.38c | -61.96 | -0.68% | 921亿 ...

Group 1 - Lee & Man Paper (02314) has seen its stock price rise by over 30% year-to-date, with expected profits of approximately HKD 1.88 billion to HKD 2.00 billion in 2025, representing a year-on-year growth of 38% to 47% due to increased marginal profits [1] - Soundon Technology (02495) shares rose over 8.8% after winning a contract worth nearly RMB 300 million for an AI project in Sichuan province [1] - Zhongxin Innovation (03931) stock increased by over 3.8%, with a reported 630% year-on-year growth in commercial battery deliveries in January 2026, indicating a strong market strategy and capacity layout [1] Group 2 - Tea stocks experienced a rise, with Gu Ming (01364) up 4.12%, Cha Bai Dao (02555) up 3.74%, and others benefiting from a promotional campaign offering free milk tea at over 300,000 stores nationwide [2] - Innovent Biologics (09969) shares surged over 11% after announcing expected revenues of RMB 2.37 billion in 2025, a 134% increase, and a projected net profit of around RMB 630 million [2] - Jun Da Holdings (02865) rebounded over 4.6% following news of the U.S. Federal Communications Commission accepting SpaceX's data center application [2] Group 3 - Li Auto-W (02015) shares rose over 5.3% as the CEO teased the new Li L9 model, emphasizing the importance of AI in enhancing vehicle value [3] - JX International Resources (03858) saw a stock increase of over 4.6% as tungsten prices reached a recent high of CNY 1,545,000 per ton, up CNY 25,000 from the previous trading day [3] - Nine Dragons Paper (02689) shares increased by over 5.7% after announcing a profit forecast for FY26H1 of CNY 2.15 billion to CNY 2.25 billion, a year-on-year growth of 216% to 231% [3] Group 4 - Long Resources (01712) stock surged over 35%, reaching a historical high, with expected after-tax profits of AUD 58 million to AUD 62 million for the year ending December 31, 2025, a significant increase from AUD 12.9 million in the previous year [4] Group 5 - Forgent Power Solutions (FPS.US) debuted on the U.S. stock market with a closing increase of 7.41%, focusing on power solutions for data centers [5] - Bob's Discount Furniture (BOBS.US) also entered the market, with a slight increase of 0.12%, managing 206 showrooms across 26 states and projecting revenues of USD 2.32 billion for FY2025 [5] Group 6 - Eikon Therapeutics (EIKN.US) fell over 16.67% on its Nasdaq debut, focusing on cancer therapies with a candidate drug in mid-stage trials [6] - Cryptocurrency stocks saw significant declines, with Hut 8 (HUT.US) down 17.89% and others following suit amid a Bitcoin sell-off, which dropped nearly 10% [6] Group 7 - Major U.S. indices opened lower, with the Nasdaq down 1.6%, and notable tech stocks like Amazon (AMZN.US) and Tesla (TSLA.US) also declining [7] - Estée Lauder (EL.US) dropped nearly 19.19% despite meeting sales expectations, reflecting market volatility [7] Group 8 - NIO (NIO.US) shares rose 5.86% after announcing an expected adjusted operating profit of between RMB 700 million and RMB 1.2 billion for Q4 2025, marking its first quarterly adjusted operating profit [8] - Hims & Hers Health (HIMS.US) initially surged nearly 14% before closing down 3.77%, launching a new generic medication at a competitive price [9] - Qualcomm (QCOM.US) fell 8.46% amid concerns over weak earnings forecasts related to chip shortages affecting smartphone demand [9]

玖龙纸业(02689)涨超5%，公司木浆自给率提升带来显著成本优势，将充分受益行业供需改善。 佳鑫国际资源(03858)涨超5%，供给收缩支撑钨价不断走高，公司为稀缺的纯钨矿标的。 智通财经APP获悉，港股恒生指数跌1.13%，跌304点，报26580点；恒生科技指数跌0.47%。港股早盘成 交1395亿港元。 三只新股挂牌上市。大族数控(03200)涨18%，公司为中国最大的PCB专用生产设备制造商；牧原股份 (02714)涨4.72%；卓正医疗(02677)涨34%，公司专注服务中高端医疗服务市场。 中创新航(03931)涨3.83%，1月商用电池交付量同比增长630%，公司拟实施H股全流通。 阿里千问活动完成超百万单奶茶，古茗(01364)涨超3%，茶百道(02555)涨3%。 龙资源(01712)盘中大涨30%创新高，预计去年税后纯利最高同比增长3.8倍。 长飞光纤光缆(06869)涨超10%，机构看好光纤光缆厂商受益涨价趋势。 诺诚健华(09969)再涨超11%，奥布替尼放量叠加BD收入增长，公司首次实现扭亏为盈。 复宏汉霖(02696)涨超5%，公司将汉斯状日本权益授权给卫材，交易总额约3.88亿 ...

值得一提的是，中创新航发布公告，根据指引及考虑到公司自股东接获参与H股全流通的意向，于2026 年2月5日，公司董事会已考虑及批准建议实施公司若干股东持有的公司207,102,914股内资股转为公司H 股，占公司于本公告日期已发行股本总额约11.69%。本次H股全流通拟申请流通的内资股数量尚需中国 证监会核准及联交所批准，并在H股全流通完成前公司若向现有股东派送红股及资本公积转增股本事项 时进行相应调整。 消息面上，2月5日，据中创新航官微消息，2026年，公司延续强劲势头，1月商用电池交付量同比增长 630%，标志着公司市场战略与产能布局已进入全面收获期。 智通财经APP获悉，中创新航(03931)涨超3%，截至发稿，涨3.16%，报24.8港元，成交额3270.97万港 元。 于本公告日期，公司已向中国证监会提交H股全流通的备案申请文件。 ...

中创新航2月5日晚间在港交所公告，根据指引及考虑到公司自股东接获参与H股全流通的意向，于2026 年2月5日，董事会已考虑及批准建议实施本公司若干股东持有的公司207,102,914股内资股转为公司H 股，占本公司于本公告日期已发行股本总额约11.69%。本次H股全流通拟申请流通的内资股数量尚需中 国证监会核准及联交所批准，并在H股全流通完成前公司若向现有股东派送红股及资本公积转增股本事 项时进行相应调整。于本公告日期，公司已向中国证监会提交H股全流通的备案申请文件。 ...

格隆汇2月5日丨中创新航(03931.HK)公告，根据指引及考虑到公司自股东接获参与H股全流通的意向， 于2026年2月5日，公司董事会已考虑及批准建议实施公司若干股东(「参与股东」)持有的公司 207,102,914股内资股转为公司H股(「H股全流通」)，占公司于本公告日期已发行股本总额约11.69%。 本次H股全流通拟申请流通的内资股数量尚需中国证监会核准及联交所批准，并在H股全流通完成前公 司若向现有股东派送红股及资本公积转增股本事项时进行相应调整。 ...

于本公告日期，公司已向中国证监会提交H股全流通的备案申请文件。 智通财经APP讯，中创新航(03931)公布，根据指引及考虑到公司自股东接获参与H股全流通的意向，于 2026年2月5日，公司董事会已考虑及批准建议实施公司若干股东持有的公司207,102,914股内资股转为公 司H股，占公司于本公告日期已发行股本总额约11.69%。本次H股全流通拟申请流通的内资股数量尚需 中国证监会核准及联交所批准，并在H股全流通完成前公司若向现有股东派送红股及资本公积转增股本 事项时进行相应调整。 ...

中创新航(03931)公布，根据指引及考虑到公司自股东接获参与H股全流通的意向，于2026年2月5日，公 司董事会已考虑及批准建议实施公司若干股东持有的公司207,102,914股内资股转为公司H股，占公司于 本公告日期已发行股本总额约11.69%。本次H股全流通拟申请流通的内资股数量尚需中国证监会核准及 联交所批准，并在H股全流通完成前公司若向现有股东派送红股及资本公积转增股本事项时进行相应调 整。 于本公告日期，公司已向中国证监会提交H股全流通的备案申请文件。 ...