赛力斯方面表示，在全球低碳转型加速的背景下，公司将ESG理念深度融入企业战略和运营全链条，构 建覆盖产品研发、生产制造、供应链管理和资源回收的全生命周期低碳运营管理体系。 中证报中证网讯（龚梦泽 熊永红）近日，福布斯中国发布2025中国ESG 50强榜单，赛力斯（601127） 集团凭借在ESG领域的系统化实践与创新成果成功入选，成为中国新能源汽车产业的代表力量。 据中国证券报记者了解，此次ESG 50榜单基于2025年福布斯全球2000强榜单，遴选出50家在合规与创 新、全球化与本土化方面实现显著突破的中国企业。榜单重点关注自然-社会系统整合、AI治理等关键 领域的先锋企业，旨在勾勒出中国可持续发展的新路径。赛力斯此次入选，体现了公司在ESG建设方面 的领先实力。 据统计，2024年赛力斯实现产品全生命周期碳足迹核算100%覆盖，累计减排二氧化碳82997吨，单位碳 排放强度同比下降16.9%。此外，企业整车制造可回收包装材料采购占比达100%，全年中水回用节约水 资源127440吨，零碳智慧物流港项目入选重庆市绿色低碳典型案例。财报显示，2025年上半年，赛力斯 研发投入51.98亿元，同比增长154.9 ...

会上表示，全国新能源汽车累计销售突破4000万辆，产销量连续10年保持全球第一，为全球减碳目标作 出中国贡献。（转载自央视新闻） 9月18日，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会。 ...

【责任编辑：王少晨 】 全国新能源汽车累计销售突破4000万辆，产销量连续10年保持全球第一，为全球减碳目 标作出中国贡献。 ...

Core Viewpoint - The "19th China New Energy International Forum and Exhibition (NEX 2025)" commenced on September 17, focusing on "Low Carbon Applications, Market Diversity," and aims to explore high-quality development paths in the new energy sector [1][2]. Group 1: Event Overview - The forum is organized by the All-China Federation of Industry and Commerce New Energy Chamber and supported by the National Federation of Industry and Commerce Talent Exchange Service Center, featuring prominent companies like Longi Green Energy, Zhejiang Chint New Energy, and others [2][3]. - Key figures including Li Bing, Zhang Yuqing, and other industry leaders delivered speeches, emphasizing the importance of cross-regional and cross-sector collaboration to drive resource integration and innovation in the new energy industry [3][4]. Group 2: Expert Discussions - Industry experts, including academicians and researchers, gathered to discuss trends, technological directions, market dynamics, and future prospects of the new energy sector, providing insights for the "14th Five-Year Plan" of China's new energy development [4]. - A dialogue among leading figures from various new energy companies focused on pathways for high-quality development under new circumstances, aiming to consolidate industry wisdom and consensus [4]. Group 3: Forum Activities - The forum included multiple specialized sub-forums covering core areas like photovoltaics, energy storage, and hydrogen energy, as well as new segments such as AI in new energy, offshore energy, and sustainable fuels, promoting collaboration across the new energy industry chain [5]. - Various activities such as policy communication, academic exchanges, and project cooperation were organized to create a comprehensive platform for domestic and international representatives in the new energy field [5]. Group 4: Future Outlook - The Secretary-General of the All-China Federation of Industry and Commerce New Energy Chamber highlighted the forum's evolution into a top platform for industry-wide exchange and cooperation, with plans for the 20th anniversary and NEX 2026 already underway [6].

Market Overview - On September 17, the gas sector rose by 0.15% compared to the previous trading day, with Dazhong Public Utilities leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Individual Stock Performance - Dazhong Public Utilities (600635) closed at 4.85, with a gain of 6.59% and a trading volume of 2.2875 million shares, amounting to a transaction value of 1.073 billion yuan [1] - Other notable performers included: - Zhongtai Co., Ltd. (300435) at 19.25, up 2.56% [1] - Fuan Longyuan (002911) at 11.54, up 2.49% [1] - Changchun Gas (600333) at 5.85, up 1.92% [1] - New Natural Gas (603393) at 29.21, up 1.14% [1] Fund Flow Analysis - The gas sector saw a net inflow of 90.0868 million yuan from institutional investors, while retail investors experienced a net outflow of 34.2687 million yuan [2] - The main stocks with significant fund flows included: - Dazhong Public Utilities with a net inflow of 68.1613 million yuan [3] - Fuan Energy with a net inflow of 18.0718 million yuan [3] - Changchun Gas with a net inflow of 13.9757 million yuan [3]

发展新能源汽车是中国从汽车大国迈向汽车强国的必由之路。 电动化和智能化双重发力，以全新出行体验传递高端价值 随着电动化和智能化席卷全球，中国自主高端品牌迅速崛起，高端价值也已被重新定义，传统"品牌溢价"让位于"技术实力+用户体验"。作为中国汽车 品牌高端MPV的代表，2026款岚图梦想家通过电动化与智能化深度融合，成为唯一同时搭载800V+5C超快充技术+62.5kWh大电池+华为ADS4+鸿蒙座舱 5+智能后轮转向的新能源MPV，为用户带来全新的驾乘体验。 过去10年，中国汽车工业实现了换道超车，中国新能源汽车产销量连续9年位居全球第一，市场份额持续攀升，实现了从量的积累到质的飞跃。据中国 汽车工业协会数据显示，今年1-8月，全国汽车累计产销双双突破2000万辆关口，新能源汽车渗透率攀升到45.5%的新高度，新能源自主品牌借电动化、智能 化之势强势崛起。在这场新能源汽车转型升级的大变革中，中国汽车品牌展现出了前所未有的竞争实力，也诞生了很多现象级的"爆款"产品。 敢为人先突破，改变高端MPV市场格局 长期以来，国内高端汽车市场被进口或合资品牌牢牢把控，在汽车"新四化"的浪潮推动下，中国汽车产业迎来重大历史机 ...

当比亚迪海豚以颠覆性价格登陆澳洲、当中国新能源车在当地销量榜位列前列时，几乎所有人都认为，中国新能源汽车的出海之路已经踏上了正轨。成熟 的三电技术、富有竞争力的价格和远超同级传统燃油车的智能化体验，正在快速攻占这片被誉为"发达国家汽车市场活化石"的大陆。 但最近，一场突如其来的调查，给这股高歌猛进的势头浇上了一盆冷水。 01 事件回顾：到底什么是"维修权"？ 据澳大利亚媒体的报道，澳大利亚竞争与消费者委员会（ACCC）已经宣布，将对比亚迪、极氪、小鹏、smart和零跑等多家中国新能源汽车厂商展开调 查。而指控的核心，既不是产品质量问题，也不是安全标准，而是一个国内消费者或许还不太熟悉，但在海外成熟市场却异常敏感的话题——"维修权"。 根据报道，比亚迪、极氪、小鹏、smart和零跑等中国新能源汽车厂商，被控未能遵守《机动车服务与维修信息制度》（MVIS）的要求。也就是说，这些 厂商没有及时将维修所需的核心技术资料、诊断软件和参数提供给独立维修厂。这样一来，消费者在车辆出现故障时，必须将车送到品牌授权的4S店， 而非选择更具价格优势且距离较近的独立维修店。 这种行为被认为构成了维修市场的垄断，不仅限制了消费者的选 ...

Core Insights - Shandong Province has officially announced the results of its 2025 renewable energy mechanism price bidding, with wind power selected at 5.967 billion kWh at a bid price of 0.319 yuan/kWh and solar power at 1.248 billion kWh at 0.225 yuan/kWh, marking a significant step in the national renewable energy market reform [1] Group 1: Bidding Design and Market Mechanism - The bidding design emphasizes "precise policies and transparent operations," ensuring sufficient competition and reasonable pricing in the renewable energy market [2] - Shandong's differentiated pricing strategy, with wind power priced between 0.094 to 0.35 yuan/kWh and solar power between 0.123 to 0.35 yuan/kWh, reflects local resource characteristics and breaks away from a one-size-fits-all approach [2][3] - The bidding process included 1,200 projects with no abnormal pricing, demonstrating the effectiveness of the regulatory framework [2] Group 2: Energy Structure Optimization - As of August 2025, Shandong's total installed capacity of wind and solar energy reached 119 million kW, accounting for 47.80% of the total installed capacity, with solar power leading nationally at 91.45 million kW [3] - The price difference between wind and solar power indicates a strategic shift towards optimizing energy structure, encouraging more investment in wind energy [4] - Non-winning solar projects will enter the electricity spot market, pushing solar companies to enhance technical capabilities and operational management [4][5] Group 3: Market Reform and Long-term Implications - The bidding results provide a replicable model for other regions, showcasing the feasibility of market-oriented reforms without leading to excessive competition or inflated prices [6] - The mechanism price will act as a dynamic "price insurance," differing from traditional subsidies, ensuring project viability during fluctuating market conditions [7] - The reform logic established in Shandong can be adapted by other provinces, allowing for tailored approaches based on local resources and consumption needs [6]

Market Overview - On September 16, the gas sector rose by 0.24% compared to the previous trading day, with Dazhong Public Utilities leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Dazhong Public Utilities (600635) closed at 4.55, with a gain of 6.31% and a trading volume of 2.0605 million shares, amounting to a transaction value of 942 million [1] - Other notable performers included: - Guo Xin Energy (600617) at 2.96, up 2.78% [1] - Zhongtai Co., Ltd. (300435) at 18.77, up 2.74% [1] - Changchun Gas (600333) at 5.74, up 2.14% [1] - Tianhuan Energy (300332) at 5.74, up 1.41% [1] Fund Flow Analysis - The gas sector saw a net inflow of 4.4662 million in main funds, while retail funds experienced a net outflow of 23.5136 million [2] - Retail investors contributed a net inflow of 19.0473 million [2] Detailed Fund Flow for Selected Stocks - Dazhong Public Utilities had a main fund net inflow of 85.0897 million, with retail funds showing a net outflow of 81.1711 million [3] - Zhongtai Co., Ltd. recorded a main fund net inflow of 25.4885 million, while retail funds had a net outflow of 22.5006 million [3] - Guo Xin Energy experienced a main fund net inflow of 6.9542 million, with retail funds showing a net outflow of 5.1265 million [3]

Group 1: Core Insights - Goldman Sachs maintains a cautious outlook on the continued rise in battery prices, despite a short-term supply-demand imbalance in the battery market [2] - The report indicates that the stock prices of battery-related companies have already reflected market expectations of a 2%-5% increase in average battery prices by 2026, with a 30%-80% rise in stock prices over the past 60 trading days [1][2] Group 2: Battery Price Expectations - Seasonal demand in Q4 2025 may lead to a temporary price rebound, but a seasonal slowdown is expected in Q1 2026, making sustained price increases unlikely [2] - A sensitivity analysis shows that a 10% increase in battery prices could lead to a 30%-60% increase in related companies' profits, with Gotion, CATL, and Yiwei Lithium Energy being more sensitive to price changes [2] Group 3: Capital Expenditure in Battery Supply Chain - Current capital expenditure levels are estimated to add approximately 300-400 GWh of new capacity annually for batteries and upstream materials, covering 75% of China's anode and cathode capacity, 90% of separator and electrolyte capacity, and 70% of battery capacity [3] Group 4: Company Ratings - CATL's Q2 2025 earnings exceeded expectations, but unit gross margins showed variability; maintaining a "Buy" rating for A-shares and downgrading H-shares to "Neutral" due to valuation reasons [6] - Gotion's Q2 2025 performance was below expectations due to one-time factors; maintaining a "Buy" rating and raising the target price [6] - Yiwei Lithium Energy's Q2 2025 earnings were impacted by one-time costs, but product upgrades led to better-than-expected unit margins; maintaining a "Neutral" rating [6] - Hunan Youneng's Q2 2025 performance significantly exceeded expectations, reinforcing the industry's turning point; maintaining a "Buy" rating [7] - De Fang Nano's Q2 2025 performance did not meet expectations; downgrading to "Sell" due to marginalization risks [7]