蔚来(NIO.US)盘前涨2.27%，报6.3美元。消息面上，蔚来今日宣布正式推出新ES6 30万台纪念版，整车 售价34.98万元起，采用BaaS电池租用方式购买，售价24.18万起。蔚来ES6是中国品牌首款高端中型 SUV，今年11月，蔚来ES6迎来第30万台下线。(格隆汇) | NIO 蔚来 | | | | --- | --- | --- | | 6.160 4 -0.080 -1.28% | | 收盘价 11/14 16:00 美东 | | 6.300 + 0.140 +2.27% | | 盘前价 11/17 04:02 美乐 | | 雪 5 24 4 5 8 9 日 0 | | ● 快捷交易 | | 最高价 6.300 | 开盘价 5.990 | 成交量 5449.04万 | | 最低价 5.950 | 昨收价 6.240 | 成交额 3.36亿 | | 平均价 6.166 | 市盈率ITM 亏损 | 总市值 152.36亿 … | | 振 幅 5.61% | 市盈率(静) 亏损 | 总股本 24.73亿 | | 换手率 3.07% | 市净率 -89.275 | 流通值 109.27亿 | | 5 ...

人民财讯11月17日电，企查查APP显示，近日，重庆创元智航科技有限公司成立，注册资本1亿元，经 营范围包含：集成电路设计；集成电路芯片设计及服务；集成电路芯片及产品销售；人工智能应用软件 开发；人工智能基础软件开发等。企查查股权穿透显示，该公司由蔚来汽车科技(安徽)有限公司全资子 公司安徽神玑技术有限公司、豪威集团（603501）等共同持股。 ...

北京商报讯（记者 蔺雨葳）11月17日，蔚来宣布正式推出新ES6 30万台纪念版，整车售价34.98万元 起；采用BaaS电池租用方式购买，售价24.18万起。今年11月，蔚来ES6迎来第30万辆下线。 ...

（文章来源：每日经济新闻） 每经AI快讯，11月17日，天眼查App显示，近日，重庆创元智航科技有限公司成立，法定代表人为王 洲，注册资本1亿元人民币，经营范围含集成电路设计、集成电路芯片设计及服务、集成电路芯片及产 品销售、人工智能应用软件开发等。股权全景穿透图显示，该公司由爱芯元智半导体（重庆）有限公 司、豪威集团、蔚来旗下安徽神玑技术有限公司等共同持股。 ...

人民财讯11月17日电，11月17日，蔚来宣布正式推出新ES630万台纪念版，整车售价34.98万元起，采用 BaaS电池租用方式购买，售价24.18万起。蔚来ES6是中国品牌首款高端中型SUV，今年11月，蔚来ES6 迎来第30万台下线。 ...

Core Viewpoint - The financial markets are experiencing volatility due to mixed signals from the Federal Reserve regarding interest rate policies, geopolitical tensions, and sector-specific performance in both U.S. and international markets [3][4][11]. Market Performance - U.S. stock indices showed mixed results with the Dow Jones down 0.65%, S&P 500 down 0.05%, and Nasdaq up 0.13% [4][8]. - European indices faced declines, with Germany's DAX30 down 0.69%, UK's FTSE 100 down 1.11%, and the Euro Stoxx 50 down 0.85% [4][8]. - Hong Kong's Hang Seng Index fell 1.85%, closing at 26,572.46 points, with significant declines in technology stocks [5][8]. - A-shares also declined, with the Shanghai Composite Index down 0.97%, closing below 4,000 points [6][9]. Commodity Prices - WTI crude oil prices rose by 2.13%, closing at $59.82 per barrel, while Brent crude increased by 0.22% to $63.95 per barrel [4][8]. - Gold prices fell by 2.2%, ending at $4,079.58 per ounce, and silver dropped by 3.4% to $50.56 per ounce [8][9]. Federal Reserve Signals - Federal Reserve officials, including Logan and Schmidt, issued strong hawkish signals, indicating that further rate cuts may not be appropriate at this time [11]. - The market is reacting to these signals, with expectations of interest rate stability impacting various asset classes [11]. Corporate Developments - Berkshire Hathaway disclosed a rare technology stock position, having built a stake in Alphabet, Google's parent company, during Q3 [11]. - Huawei is expected to announce breakthrough technologies in the AI sector, which could enhance computational resource efficiency [17].

Core Insights - The report highlights the robust demand in the lithium battery supply chain, with significant year-on-year growth in China's new energy vehicle production and sales, reaching 177.2 million units and 171.5 million units in October, respectively, marking increases of 21.1% and 20% [3][78] - The supply side is seeing continuous innovation from battery and main engine manufacturers, with policies actively supporting the industry, leading to an improved supply-demand balance and stabilization of prices after a period of decline [3][78] - The report maintains a positive outlook on high-quality companies within the lithium battery supply chain, particularly in segments like solid-state batteries and liquid cooling technologies, while recommending a "buy" rating for several key players [4][78] Market Tracking - The report notes that the new energy vehicle index, lithium battery index, and energy storage index have shown strong performance, with year-to-date increases of 49.80%, 77.57%, and 65.75%, respectively [22] - Individual stock performance highlights include significant gains for companies like Huasheng Lithium and Haike New Energy, which saw increases of 79.6% and 71.4% respectively, while companies like XWANDA and Kecuan Technology experienced declines of 12.1% and 11.5% [5][26] Lithium Battery Supply Chain Price Tracking - Key materials in the lithium battery supply chain have shown price fluctuations, with lithium carbonate prices rising to 85,200 RMB/ton, a 6.0% increase from the previous week, and lithium hexafluorophosphate seeing a substantial increase of 24.7% [6][34][38] - The report indicates that the prices of lithium hydroxide and cobalt have also increased, reflecting a tightening supply and strong demand in the market [6][34] Production and Sales Data Tracking - Cumulative production and sales of new energy vehicles in China reached 13.015 million and 12.943 million units from January to October, with year-on-year growth of 33.1% and 32.7% respectively [3][47] - The report emphasizes the leading position of new energy vehicles in the overall automotive market, with significant monthly production and sales figures [47] Industry Dynamics - The report discusses upcoming changes in the new energy vehicle purchase tax policy, which is expected to stimulate market demand and shift the industry focus from price competition to value competition [68] - It also highlights advancements in robotics and autonomous driving technologies, indicating a broader trend towards automation and innovation within the industry [68][70] Key Company Announcements - Haike New Energy has signed a strategic cooperation agreement with Kunlun New Materials for the supply of electrolyte solvents, indicating a commitment to securing raw materials for future production [73] - Shangtai Technology has approved an investment agreement for a new project to produce 200,000 tons of lithium-ion battery anode materials, reflecting ongoing expansion efforts in the sector [73] Industry Rating and Investment Strategy - The report maintains a "recommended" rating for the new energy vehicle industry, emphasizing the potential for price recovery and the importance of high-quality companies in the supply chain [4][78] - It suggests focusing on companies that are expected to deliver excess returns, particularly in emerging areas such as solid-state batteries and liquid cooling technologies [4][78]

瑞浦兰钧完成H股配售募资 海博思创与宁德时代签十年战略合作 11月12日，海博思创披露公告称，公司与宁德时代在福建省宁德市以书面方式签订《战略合作协议》，在2026年1月1日至2035年12月31日 合作期内， 双方应于每年度末（12月1日前）就未来三年的合作目标进行滚动式更新，并签署相应年限的合作备忘录予以确认。其中2026年1 月1日至2028年12月31日，公司采购电量累计不低于200GWh，宁德时代确保按公司需求量纲供应。 派能科技10亿扩产 11月7日， 派能科技2GWh储能电池及集成项目签约落地安徽省合肥市肥西县。项目位于肥西经开区，规划用地约93亩，总投资额10亿元， 主要建设2GWh储能电芯和系统组装生产线及相关配套设施。 除了产能布局外，近日 派能科技在海外市场的扩张也在加速。11月3日，派能科技 澳洲子公司在悉尼正式开业，意味着其全球化服务网进一 步完善。 贵州2GWh大圆柱锂电池项目落成 11月7日，瑞浦兰钧公告称，配售协议所载的所有条件已达成，而交割已根据配售协议的条款及条件于2025年11月7日落实。 其中，根据配售协议的条款及条件，配售代理已成功按配售价每股配售股份13.35港元向 ...

最新进展方面，今年10月，Dexmal原力灵机开源基于PyTorch的VLA工具箱——Dexbotic，为具身智能 领域从业者提供一站式科研服务；推出机器人开源硬件产品——DOS-W1(Dexbotic Open Source-W1)， 大幅降低机器人的使用门槛，提升机器人维护和改造的便利性。 同时，该公司还联合Hugging Face发布全球首个具身智能的大规模真机评测平台RoboChallenge。 Dexbotic、DOS-W1和RoboChallenge三者正在形成深度协同，从软件、硬件和标准方面积极推动具身智 能机器人行业发展。 技术能力方面，公司曾参加CVPR2025协作智能Workshop核心赛事之一——RoboTwin，在第一轮仿真平 台赛中斩获并列第一；参加ICRA2025全球机器人视触融合挑战赛(ManiSkill-ViTac2025)中荣获"纯触觉 操控"和"触觉传感器设计"两个赛道金牌。 展望未来，Dexmal原力灵机表示公司将加速具身智能领域的算法驱动、硬件设计与场景闭环的协同创 新，加快通用人工智能的物理世界落地。 近日，具身智能公司Dexmal原力灵机宣布完成数亿元A+轮融资，阿 ...

NIO (NYSE:NIO) continued further downward for the seventh straight session of losses, as the company’s shares closed 1.36% lower at $6.16 on Friday. In the preceding six sessions, the company reported a loss of over 14.40%, compared to 0.86% in the S&P 500 ...