截至发稿，赣锋锂业(01722.HK)跌6.10%、天齐锂业(09696.HK)涨2.89%、中创新航(03931.HK)跌 2.46%。 ...

常州微亿智造科技公司以人工智能和大数据技术助力工业企业数智化转型升级。刘小涛察看企业打 造的工业智能机器人，仔细了解智能系统开发与应用。他指出，具身智能是集中体现软硬件科技实力的 载体，涉及机器人、大模型等多个领域，有关部门和地方要进一步强化算力、数据等要素支撑，线上线 下相结合协助产品应用推广，助力企业开拓市场空间、实现更好发展。 新能源是常州的产业地标，动力电池是金坛区的特色优势产业。在中创新航科技集团，刘小涛了解 动力和储能电池在材料、能效和安全方面的最新突破，听取对新能源产业集群发展的意见建议。刘小涛 强调，常州新能源产业发展基础坚实、优势明显，要找准产业创新主攻方向，发挥龙头企业带动作用， 加强企业主导的产学研深度融合，提升行业整体研发应用水平，打造更具竞争优势的新能源产业集群， 助力经济社会发展全面绿色转型。 11月19日上午，省长刘小涛在常州市调研产业集群发展情况，听取企业和一线科研人员的意见建 议。他强调，要深入学习贯彻党的二十届四中全会和习近平总书记重要讲话精神，深刻认识新一轮科技 革命和产业变革中的挑战机遇，推动科技创新和产业创新深度融合，促进产业链、创新链、资金链、人 才链无缝对接，培育 ...

Group 1 - The competitiveness of A-share listed companies in international markets has significantly improved, with 3,667 companies disclosing overseas business income, accounting for 68% of total A-share companies [1] - Total overseas revenue reached 9.52 trillion yuan, a 56.58% increase compared to 2020, with manufacturing companies contributing 6.39 trillion yuan, marking a 75.42% growth [1] - New industries such as new energy vehicles, lithium batteries, and photovoltaics are emerging as new growth drivers for foreign trade, with companies like CATL and BYD leading the way [1] Group 2 - Improving the quality of listed companies is crucial for the healthy development of the capital market and the overall high-quality development of the national economy [2] - Five key areas for enhancing the quality of listed companies include strengthening governance foundations, focusing on core responsibilities, optimizing resource allocation, maintaining stable operations, and reinforcing risk prevention measures [2]

[Table_IndNameRptType] 电力设备 行业周报 锂电材料价格上涨，储能需求持续火热 [Table_Author] 分析师：张志邦 执业证书号：S0010523120004 电话：15652947918 邮箱：zhangzhibang@hazq.com 分析师：刘千琳 [Table_IndRank] 行业评级：增持 报告日期： 2025-11-19 [Table_Chart] 行业指数与沪深 300 走势比较 -28% -11% 6% 23% 40% 57% 11/24 2/25 5/25 8/25 电力设备 沪深300 执业证书号：S0010524050002 邮箱：liuqianlin@hazq.com 分析师：郑洋 执业证书号：S0010524110003 邮箱：zhengyang@hazq.com 分析师：王璐 执业证书号：S0010525040001 电话：18301818122 [Table_Report] 相关报告 ⚫ 电网设备：关注"高比例新能源消纳"创新调控方向，烟威特高压登 州升压环评公示 新型电力系统从系统运行端看，需聚焦"高比例新能源消纳"，创新调控 模式。需通过提升惯 ...

Group 1 - The core viewpoint of the article highlights significant growth in the production and sales of power and other batteries in October 2025, with a year-on-year increase of 50.5% in production and 50.8% in sales [5][12][14]. - In October 2025, the total production of power and other batteries reached 170.6 GWh, with a month-on-month increase of 12.9% and a cumulative production of 1,292.5 GWh for the year, reflecting a 51.3% year-on-year growth [10][11]. - The sales volume of power batteries in October was 124.3 GWh, marking a 56.6% year-on-year increase, while the cumulative sales for the year reached 910.3 GWh, up 49.9% compared to the previous year [19][36]. Group 2 - The export volume of power and other batteries in October 2025 was 28.2 GWh, showing a month-on-month increase of 5.5% and a year-on-year increase of 33.5% [24][25]. - Power battery exports alone reached 19.4 GWh in October, with a year-on-year growth of 76.7%, while the cumulative export for the year was 148.5 GWh, reflecting a 37.2% increase [25][41]. - The article notes that the cumulative export of other batteries for the year increased by 58.3% [26]. Group 3 - In October 2025, the domestic power battery installation volume was 84.1 GWh, with a month-on-month increase of 10.7% and a year-on-year increase of 42.1% [45]. - The cumulative installation volume for the year reached 578.0 GWh, reflecting a 42.4% year-on-year growth [45]. - The article details that the installation volume of lithium iron phosphate batteries accounted for 80.3% of the total, with a year-on-year increase of 43.7% [45][51]. Group 4 - The article provides insights into the market concentration of power battery installations, indicating that the top 10 companies accounted for 94.7% of the total installation volume in October 2025 [57]. - The leading companies in terms of installation volume include CATL, BYD, and Zhongchuang Innovation, with significant market shares [62][68]. - The average battery capacity per vehicle in October was 55.0 kWh, remaining stable compared to the previous month [58].

——The End—— 本文来源：鑫椤锂电 。 本 公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出 处的均来源于网络搜集），如有侵权请及时联系删除。转载内容只以信息传播为目的，仅供参考，不代表本 号认同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业产业研究和顾问公司。鑫椤 资讯以研究为中心，提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 据ICC鑫椤资讯统计，2025年 1-9月 全球工商业储能 出货 40GWh ，同比增长110%。 TOP10企业 分别是 瑞浦兰钧、宁德时代、 亿纬锂能、 海辰储能、 弗迪电池、 鹏辉能源、 国轩 高科、 楚能新能源、 中创新航、 赣锋锂电。 ...

每经AI快讯，锂电股集体走低，截至发稿，中创新航(03931.HK)跌6.66%，报31.1港元；赣锋锂业 (01772.HK)跌5.75%，报59.05港元；天齐锂业(09696.HK)跌5%，报54.15港元；宁德时代(03750.HK)跌 2.47%，报513港元。 ...

消息面上，自10月中旬以来，碳酸锂价格近期持续上行，累计涨幅近30%。11月18日，广期所碳酸锂主 力合约盘中涨超4%后回落。中信期货分析师杨飞表示，预计11月下旬到12月碳酸锂需求保持强势，需 密切关注明年一季度淡季的需求表现。 大和发布研报称，目前对明年锂价上行空间仍抱保守看法。该行预测明年锂价将维持于每吨7.5万至9万 元人民币区间，较当前的每吨8.5万元水平上行空间有限，相信中国锂价于今年第四季至明年第一季仍 然偏软，主要由于农历新年需求疲弱及全球电动车迎来淡季。 智通财经APP获悉，锂电股集体走低，截至发稿，中创新航(03931)跌6.66%，报31.1港元；赣锋锂业 (01772)跌5.75%，报59.05港元；天齐锂业(09696)跌5%，报54.15港元；宁德时代(03750)跌2.47%，报513 港元。 ...

智通财经APP获悉，今年三季度以来，储能市场的爆发带动锂电材料需求快速攀升，六氟磷酸锂、磷酸 铁锂、碳酸锂等锂电材料价格更是大幅上涨，锂电材料板块一跃成为近期A股市场的"头号明星"。 ③定价模式发生变化。 储能下游投资运营环节的超额利润将在需求急剧增长下，通过中上游涨价的方式向材料、电池、集成等 环节让渡利润，这些环节均存在量利齐升的机会。 中信建投认为储能下游投资运营环节的超额利润将在需求急剧增长下，通过中上游涨价的方式向材料、 电池、集成等环节让渡利润，锂电产业链弹性较大。 中信建投继续看好材料尤其是6F、铁锂、负极、隔膜和电池环节的机会。后续关注： ①排产旺季材料和储能电池供不应求价格不断提升。 ②伴随着10月/11月下游采购和长单指引，26年需求越发明朗。 四川某碳酸锂生产企业相关人士告诉记者，最近市场需求的确旺盛，产能全开都无法满足客户需求，有 长协客户为了拿货甚至住在公司旁边的酒店，并直言"生产一吨拉走一吨"。 "从技术路线看，磷酸铁锂电池在新型储能中的装机占比超过97%，占绝对主导地位。"有熟悉储能产业 人士认为，储能正成为锂电需求新的增长极，而这场储能"盛宴"或许才刚刚开始。 在"第十届动力电 ...

Core Insights - The global commercial and industrial energy storage shipments are projected to reach 40 GWh from January to September 2025, representing a year-on-year growth of 110% [2]. Company Rankings - The top 10 companies in the energy storage sector include: 1. Ruipu Lanjun 2. CATL (Contemporary Amperex Technology Co., Limited) 3. EVE Energy 4. Hithium 5. Faraday Battery 6. Penghui Energy 7. Guoxuan High-Tech 8. Chuang Neng New Energy 9. CALB (China Aviation Lithium Battery) 10. Ganfeng Lithium [3][6].