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邦普循环副总裁余海军:中国动力电池回收的竞争 正在从“技术赛”转向“规则战”
随着我国新能源汽车产业的迅猛发展,首批动力电池正迎来集中退役潮。如何构建科学、完备的动力电 池回收体系,已成为关乎产业链安全、资源循环与绿色发展的关键议题。 10月17日上午,国家市场监督管理总局在"动力电池回收利用标准化专题新闻发布会"上披露,截至目 前,我国已发布动力电池回收利用国家标准22项,涵盖通用要求、管理规范、拆解规范、余能检测、再 生利用、废弃物回收利用、再生黑粉等多个环节。这一系列标准的陆续落地,正在为我国动力电池回收 产业的高质量发展提供坚实支撑和制度保障。 其中,作为行业内的"隐形冠军",位于广东佛山的邦普循环在标准制定中承担了关键角色。据悉,全国 超过80%的锂电池回收相关标准由该企业主导或参与制定,动力电池回收利用领域的全部国家标准均由 邦普循环牵头或深度参与,其牵头比例超过60%。 10月21日,邦普循环副总裁、同时兼任新能源汽车动力电池循环利用国家地方联合工程研究中心主任的 余海军在接受《中国经营报》记者采访时指出:"标准是行业秩序的语言、技术进步的度量,更是国际 竞争的底牌。" 作为全国动力电池回收标准体系的核心参与者,邦普循环正推动中国动力电池回收产业从"无序竞争"迈 向"标准 ...
2025年1-8月中国民用钢质船舶产量为3345.1万载重吨 累计增长14.3%
Chan Ye Xin Xi Wang· 2025-10-21 03:33
2020-2025年1-8月中国民用钢质船舶产量统计图 数据来源:国家统计局,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 上市企业:中国船舶(600150),中国重工(601989),中船防务(600685),中国动力(600482),亚星锚 链(601890),中船科技(600072),海兰信(300065),中船汉光(300847),江龙船艇(300589),天海 防务(300008) 相关报告:智研咨询发布的《2025-2031年中国民用钢质船舶行业市场现状分析及产业需求研判报告》 根据国家统计局数据显示:2025年8月中国民用钢质船舶产量为471万载重吨,同比增长39.8%;2025年 1-8月中国民用钢质船舶累计产量为3345.1万载重吨,累计增长14.3%。 ...
中船系指数盘中走强,成分股多数上涨
Mei Ri Jing Ji Xin Wen· 2025-10-21 02:04
每经AI快讯,10月21日,中船系指数盘中走强,日涨幅达2.04%,成分股多数上涨。其中,久之洋领 涨,涨幅6.86%,中国船舶、中船防务、昆船智能、中国动力等跟涨。 (文章来源:每日经济新闻) ...
交通运输行业周报(2025年10月13日-2025年10月19日):9月快递价格持续上涨,中美港费落地或将影响海运效率-20251020
Hua Yuan Zheng Quan· 2025-10-20 11:51
Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [3] Core Views - The express logistics sector is experiencing resilient demand, with a "de-involution" trend driving up express prices, enhancing corporate profitability. The long-term outlook for e-commerce express logistics is positive due to healthy competition [3][13] - The shipping sector is expected to benefit from the OPEC+ production increase and the Federal Reserve's interest rate cuts, with a notable improvement in VLCC freight rates anticipated in Q4 2025 [13] - The aviation industry is seeing stable demand growth, with supply chain issues leading to increased costs for airlines. The overall passenger demand is projected to grow by 10.4% in 2024, outpacing capacity growth [9][14] Summary by Sections Express Logistics - In September 2025, major express companies reported improved performance, with YTO, Shentong, and Yunda achieving business volumes of 2.627 billion, 2.187 billion, and 2.110 billion pieces, respectively, representing year-on-year growth of 13.64%, 9.46%, and 3.63% [3][27] - The average revenue per piece for these companies also saw increases, indicating a trend of rising prices in the express delivery sector [3][27] Shipping and Ports - The implementation of new port fees between China and the US is expected to create a dual market structure, granting strategic pricing power to compliant shipping capacities [5] - China has secured pricing power for iron ore, marking a significant shift in global commodity trade dynamics [6] - The Shanghai Container Freight Index (SCFI) rose by 12.9% week-on-week, indicating a positive trend in shipping rates [7] Aviation - The International Air Transport Association (IATA) reported that supply chain bottlenecks are delaying aircraft production, leading to increased costs for airlines, estimated to exceed $11 billion in 2025 [9] - Chinese airlines collectively oppose the US Department of Transportation's proposed flight restrictions, highlighting concerns over operational impacts [10] Road and Rail - National logistics operations were reported to be running smoothly, with significant increases in highway freight traffic [12] - The National Development and Reform Commission plans to enhance electric vehicle charging infrastructure along highways by 2027 [12] Overall Market Performance - From October 13 to October 17, 2025, the transportation sector index increased by 0.73%, outperforming the Shanghai Composite Index, which fell by 1.47% [18]
2025年1-4月中国民用钢质船舶产量为1592.3万载重吨 累计增长9.1%
Chan Ye Xin Xi Wang· 2025-10-18 02:33
Core Viewpoint - The report highlights the growth in China's civil steel shipbuilding industry, with significant increases in production and demand projected for the coming years [1]. Industry Summary - According to the National Bureau of Statistics, the production of civil steel ships in China reached 4.79 million deadweight tons in April 2025, marking a year-on-year increase of 21.8% [1]. - From January to April 2025, the cumulative production of civil steel ships was 15.923 million deadweight tons, reflecting a cumulative growth of 9.1% [1]. - The report provides insights into the market status and industry demand analysis for the civil steel shipbuilding sector from 2025 to 2031 [1]. Company Summary - Listed companies in the civil steel shipbuilding sector include China Shipbuilding (600150), China Heavy Industry (601989), and others, indicating a diverse range of players in the market [1]. - The report by Zhiyan Consulting emphasizes the importance of industry research and tailored consulting services for investment decisions in this sector [1].
中国动力电池的演进:从续航里程、安全性到充电速度
Di Yi Cai Jing· 2025-10-15 05:13
Core Insights - In 2023, China surpassed Japan to become the world's largest automobile exporter, with BYD overtaking Tesla as the largest pure electric vehicle manufacturer in the same year [1] - China's power battery industry has a global market share of 63.2%, with six out of the top ten global battery companies being Chinese, and CATL maintaining its position as the world's largest battery manufacturer for nine consecutive years [1] - The transition of China's power battery industry from labor-intensive to technology-intensive is highlighted as a successful model of industrial upgrade [1] Industry Development - The development of electric vehicles (EVs) has focused on addressing consumer pain points such as range and safety, with advancements in fast charging and performance in various climate conditions [2][3] - The initial focus was on electric buses and low-speed vehicles, which allowed for larger battery installations without energy density concerns, before moving to passenger vehicles where energy density became critical [3][4] - The introduction of subsidy policies linked to energy density has driven the shift from lithium iron phosphate (LFP) batteries to nickel-cobalt-manganese (NCM) batteries, which offer higher energy density [5][6] Safety Concerns - As NCM batteries gained market share, safety issues emerged, with incidents of fires and explosions reported, particularly in high-nickel variants [6][7] - Regulatory measures have been introduced to enhance battery safety, including mandatory standards for thermal runaway prevention [7] - The resurgence of LFP batteries is attributed to their superior thermal stability and safety, with innovations like BYD's blade battery achieving competitive energy density [8][9] Technological Innovations - The competition has shifted from a focus on battery chemistry to innovations in battery pack technology and safety systems [10] - New battery designs, such as GAC Aion's cartridge battery and CATL's Kirin battery, aim to enhance safety while maintaining energy density [10][11] - The industry is addressing new challenges related to performance in extreme weather conditions and charging speed, with ongoing research into thermal management systems and fast-charging solutions [12][13] Market Trends - The market is witnessing a significant shift in battery technology preferences, with LFP batteries regaining ground due to their cost-effectiveness and resource availability [9][10] - The demand for fast charging and battery swapping solutions is increasing, with companies exploring innovative business models to enhance consumer convenience [12][13] - The rapid growth of battery testing and R&D facilities reflects the industry's commitment to improving battery performance and safety [13][14]
中国动力(600482) - 中国动力2025年第二次临时股东会材料
2025-10-14 10:45
会 议 材 料 2025 年 10 月 30 日 中国船舶重工集团动力股份有限公司 2025 年第二次临时股东会 1、为保证股东会的严肃性和正常秩序,切实维护股东的合法权益,务请出 席本次股东会的相关人员准时签到参会,参会资格未得到确认的人员不得进入会 场。 中国船舶重工集团动力股份有限公司 2025 年第二次临时股东会现场会议须知 为维护投资者的合法权益,确保股东会的正常秩序和议事效率,根据《公司 法》《中国船舶重工集团动力股份有限公司章程》的有关规定,特制定本次股东 会现场会议须知: 4、公司召开股东会按如下程序进行:首先由报告人向大会做各项议案的报 告,之后股东对各项报告进行审议讨论,股东在审议过程中提出的建议、意见或 问题,由大会主持人或其指定的有关人员予以回答,最后股东对各项议案进行表 决。 5、与本次股东会议题无关或将泄露公司商业秘密或有损公司、股东利益的 质询,大会主持人或相关负责人有权拒绝回答。 6、本次股东会采取记名投票方式逐项进行表决,必须填写股东姓名或委托 股东姓名,特请各位股东、股东代表或其委托代理人准确填写表决票: (1)对于非累积投票议案,股东按其持有本公司的每一份股份享有一份表 ...
中国动力(600482) - 中国动力关于召开2025年第二次临时股东会的通知
2025-10-14 10:15
| 证券代码:600482 证券简称:中国动力 公告编号:2025-068 | | --- | | 债券代码:110808 债券简称:动力定 02 | 中国船舶重工集团动力股份有限公司 关于召开2025年第二次临时股东会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 股东会召开日期:2025年10月30日 本次股东会采用的网络投票系统:上海证券交易所股东会网络投票系统 为更好地服务广大中小投资者,确保有投票意愿的中小投资者能够及时 参会、及时投票,公司将使用上证所信息网络有限公司(以下简称"上 证信息")提供的股东会提醒服务,委托上证信息通过智能短信等形式, 根据股权登记日的股东名册主动提醒股东参会投票,向每一位投资者主 动推送会议参会邀请、议案情况等信息。投资者在收到智能短信后,可 根据使用手册(下载链接:https://vote.sseinfo.com/i/yjt_help.pdf) 的提示步骤直接投票,如遇拥堵等情况,仍可通过原有的交易系统投票 平台和互联网投票平台进行投票。 一、 召开会议的基本 ...
其他电源设备板块10月14日跌2.64%,上海电气领跌,主力资金净流出12.6亿元
Market Overview - The other power equipment sector experienced a decline of 2.64% on the previous trading day, with Shanghai Electric leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Yingkerui (300713) with a closing price of 19.86, up 5.19% on a trading volume of 180,000 shares and a turnover of 361 million yuan [1] - Jinshi Technology (002951) closed at 15.31, up 3.80% with a trading volume of 100,400 shares and a turnover of 152 million yuan [1] - Major decliners included: - Shanghai Electric (601727) which closed at 10.14, down 5.85% with a trading volume of 8.29 million shares and a turnover of 8.7 billion yuan [2] - Kehua Education (002335) closed at 62.63, down 5.71% with a trading volume of 349,100 shares and a turnover of 2.27 billion yuan [2] Capital Flow - The other power equipment sector saw a net outflow of 1.26 billion yuan from institutional investors, while retail investors had a net inflow of 894 million yuan [2] - Specific stock capital flows indicated: - Dongfang Electric (600875) had a net inflow of 1.04 billion yuan from institutional investors [3] - Yingkerui (300713) recorded a net inflow of 863.39 million yuan from retail investors [3]
独家 | 2025年9月A股上市公司变更审计机构分析
Sou Hu Cai Jing· 2025-10-12 03:10
Core Insights - In September 2025, a total of 47 listed companies in Shanghai, Shenzhen, and Beijing announced changes to their auditing firms, indicating a significant shift in the auditing landscape [3][6]. Group 1: Changes in Auditing Firms - Notable changes include companies like Xiaoxin Environment switching from Xinyong Zhonghe to Deloitte, and Jian Tai Technology moving from Zhonghua to PwC Zhongtian [4][5]. - The audit fees for 2024 for these companies varied, with Xiaoxin Environment paying 4.96 million yuan and Jian Tai Technology paying 4.5 million yuan [4]. Group 2: Client Changes Among Audit Firms - The firm with the largest decrease in clients was Lixin, losing 7 clients, while Rongcheng gained the most clients, increasing by 6 [6][8]. - The detailed statistics show that Lixin and Rongcheng were the most affected firms in terms of client changes, reflecting a competitive shift in the auditing market [6][9].