智通财经APP获悉，11月21日，乘联分会秘书长崔东树发布10月新能源车锂电池市场分析。其中指出，10月动力电池走势较强，出口和内销的表现均很 好。纯电动车目前主力电池能量密度区间在125到160之间，近期高能量密度的稍有改善。10月，我国动力和其它电池合计产量为171GWh，同比增长 49%。1-10月，我国动力和其它电池累计产量为1293GWh，累计同比增长45%。 电池企业的竞争格局形成宁德时代和比亚迪两者相对较强的特征。宁德时代的磷酸铁锂电池的占比份额从2024年已经反超比亚迪，插混低迷。行业竞争变 化快。亿纬锂能和中创新航表现较强。欣旺达、瑞浦兰钧、蜂巢能源、极电新能源的提升明显。由于比亚迪全面转型磷酸铁锂电池，因此宁德时代、中创 新航、LG、蜂巢等前四家的三元电池优势更加明显，近期巨湾技研、亿纬锂能表现较好。 动力电池的装车占比 | 单位:GWh | 动力电池产量 | | 三元电池产量 | | 磷酸铁锂电池 | 动力电池产量 | | | 三元电池产量 | 磷酸铁锂电池 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Investment Rating - The report indicates a positive investment outlook for Chinese enterprises going global, with a projected increase in foreign direct investment (FDI) to 1.16 trillion RMB in 2024, reflecting an 11.30% year-on-year growth [8]. Core Insights - Chinese enterprises are actively exploring new pathways for international expansion, adapting strategies in response to geopolitical challenges and evolving market conditions [4][8]. - The ASEAN region has emerged as a key destination for Chinese investment, with its share of China's outbound investment rising from 6.34% in 2014 to 17.88% in 2024 [8]. - The structure of China's outbound investment is shifting, with significant increases in the wholesale, retail, and manufacturing sectors, indicating a deeper integration into global value chains [8][52]. Summary by Sections Part A: Challenges and Pathways for Chinese Enterprises Going Global - The Chinese government is committed to high-quality outbound investment, emphasizing the importance of maintaining a stable international economic environment despite rising geopolitical tensions [18][19]. - The share of China's exports in global trade is projected to reach 14.64% in 2024, maintaining its position as the world's largest exporter [19][23]. - Chinese enterprises are increasingly focusing on the ASEAN region for investment, with a notable rise in direct investment since the implementation of the RCEP [44][52]. Part B: Financial Support for Outbound Expansion - Chinese financial institutions are enhancing their overseas presence, with major banks establishing branches in numerous countries to support outbound enterprises [9]. - There is a strong emphasis on integrating domestic and international resources, with banks providing cross-border credit and financing solutions for projects under the Belt and Road Initiative [9][11]. - Innovative financial products and services are being developed to support overseas investments, including specialized loans for infrastructure projects and comprehensive solutions for cross-border e-commerce [9][11]. Part C: Future Outlook and Recommendations - Recommendations include optimizing overseas network construction, enhancing multi-tiered financial service systems, and expanding the use of cross-border RMB [12][13]. - A comprehensive risk management system is suggested to help enterprises navigate geopolitical uncertainties and market volatility [12][13]. - Strengthening collaboration between financial institutions and industries is crucial for supporting enterprises in their global expansion efforts [12][13].

Core Insights - Shenzhen's capital market has shown remarkable performance in the "14th Five-Year Plan" period, with a total of 424 A-share listed companies and a market capitalization exceeding 11 trillion yuan, ranking second nationwide [1][6] - The direct financing scale in Shenzhen has reached a historic high of over 2.8 trillion yuan, marking a more than 50% increase compared to the "13th Five-Year Plan" period, positioning it third among major cities in China [3] - The innovation and competitiveness of market entities in Shenzhen have significantly improved, with total market capitalization surpassing 11.5 trillion yuan and projected revenues exceeding 6.8 trillion yuan for 2024 [6] Financing and Investment - The cumulative equity financing in Shenzhen has exceeded 400 billion yuan, with 110 companies raising over 110 billion yuan through IPOs [3] - The bond market financing, including ABS, has surpassed 2.4 trillion yuan, with public REITs leading in fundraising [3] - Shenzhen's private equity and venture capital fund scale is expected to reach nearly 1.37 trillion yuan by September 2025, supporting over 13,800 small and medium-sized enterprises [4] Market Dynamics - The R&D investment of Shenzhen-listed companies is projected to reach 210.3 billion yuan in 2024, a 91.35% increase from 2020, with BYD leading the investment at over 54 billion yuan [6] - In the first three quarters of this year, 24 securities companies in Shenzhen achieved revenues exceeding 100 billion yuan, while 31 public fund management companies managed assets totaling 12.3 trillion yuan [6] Financial Innovations and Investor Protection - Shenzhen has made significant strides in financial innovations, with over 800 billion yuan raised through technology-themed public funds and more than 5 trillion yuan in total assets for these funds [8] - The city has implemented various investor protection mechanisms, with nearly 990 billion yuan in cumulative dividends distributed by listed companies during the "14th Five-Year Plan" period [9] Future Outlook - Looking ahead to the "15th Five-Year Plan," Shenzhen aims to focus on developing new productive forces, deepening reforms, enhancing financial services for the real economy, and protecting investors' rights [10]

| 序号 | 姓名 | 出生年月 | 工作单位 | | --- | --- | --- | --- | | 1 | 陈新 | 1960年2月 | 广东工业大学 | | 2 | 陈勇 | 1967年8月 | 中国商用飞机有限责任公司 | | 3 | 冯江丰 | 1964年11月 | 中车株洲电力机车研究所有限公司 | | শ | 高仕斌 | 1964年11月 | 西南交通大学 | | ર | 黄维娜(女) | 1968年10月 | 中国航发贵阳发动机设计研究所 | | 6 | 廉玉波 | 1964年4月 | 比亚迪股份有限公司 | | 7 | 齐润东 | 1962年10月 | 中国航天科工集团第二研究院 | | 8 | 王永庆 | 1965年2月 | 中国航空工业集团公司沈阳飞机设计研究所 | | 9 | 王培全 | 1962年2月 | 中国兵器工业集团第七〇研究所 | | 10 | 苑世剑 | 1963年1月 | 哈尔滨工业大学 | | 11 | 张锦岚, | 1963年12月 | 中国船舶集团有限公司第七一九研究所 | | 序号 | 姓名 | 出生年月 | 工作单位 | | --- | --- | --- ...

广西宁福新能源项目是多氟多新材料股份有限公司(下称"多氟多")迄今为止投资规模最大的异地项目。 近日，在已建20GWh(吉瓦时)锂电池项目的基础上，总投资150亿元(人民币，下同)、新增产能100GWh 的氟芯电池全产业链项目又签约落地，为南宁新能源产业注入新一轮强劲动能。 中新网南宁11月21日电 (韦静胡光磊黄艳梅)在南宁东部新城广西宁福新能源科技有限公司的生产车间 内，生产线全速运转、机械臂精准协作。在这里，每日超10万颗电池下线，发往全球市场。 "我们充分发挥国有资本招商引领作用，依托规模近千亿元的基金，围绕新能源汽车、铝精深加工等战 略性新兴产业，持续'补链、强链、壮链'，成功落地比亚迪、多氟多等标志性项目，逐步构建起以链主 企业为核心、上下游协同发展的产业生态，让'链式集群'激活产业'蝶变效应'。"南宁产业投资集团有限 责任公司董事长黄启年说。 在此基础上，南宁产业投资集团围绕链主企业重点布局引入宸宇富基、龙电华鑫、盈博莱、巨石新能源 等一批新能源产业高新技术企业，以扩展新能源产业链，并组建铝基新材料集团，投建20万吨新能源电 池铝箔技改项目、年产20GWh铝基新材料涂碳项目、年产10万吨高精电池 ...

| 序号 | 姓名 | 年龄 | 工作单位 | 研究方向 | | --- | --- | --- | --- | --- | | 1 | 戴或虹 | 53 | 中国科学院数学与系统科学研究院 | 运筹学 | | 2 | 戴子高 | 60 | 中国科学技术大学 | 高能大体物理 | | 3 | 梁作堂 | 60 | 山东大学 | 粒子物理与原子核物理 理论 | | 4 | 刘建亚 | 60 | 山东大学 | 数论 | | 5 | 刘若川 | 44 | 北京大学 | 数论 | | Q | 刘正猷 | રેતે | 武汉大学 | 人工结构物理 | | 7 | 柳卫平 | 62 | 中国原子能科学研究院 | 核天体物理、不稳定核 東物理 | | 8 | 彭承志 | 48 | 中国科学技术大学 | 量子信息和量子光学实 验研究 | 【DT新材料】 获悉 ， 中国科学院、中国工程院11月21日公布2025年院士增选结果，分别选举产生中国科学院院士73人，中国工程院院士71人。其中 宁 德时代 吴凯、 比亚迪 廉玉波、 中国商飞 陈勇、 金发科技 黄险波入选，祝贺！ | 21 24 24 21 1 2 1 | 9 | 王海 ...

后续，研发团队在廉玉波的带领下，比亚迪陆续推出了F0和F6，均大获成功。 生产制造角度，廉玉波是整个体系的构建者、领导者。 造燃油车卖钱养家的同时，王传福和廉玉波一直没忘"新能源"的初衷， 2010年，比亚迪双模电动车F3DM及纯电车e6在底特律车展横空出世，这是廉玉波带领的研发团队最新的作品。 贾浩楠 发自 副驾寺 智能车参考 | 公众号 AI4Auto 这个院士，当之无愧！ 两院院士当选名单刚刚公布，比亚迪首席科学家——廉玉波，成功当选中国工程院院士 中国汽车工业崛起、由大变强、出海竞逐世界汽车工业强国的过程中，比亚迪引领性质的推动、贡献无可质疑。 包括规模、销量、渠道、模式等等，当然最最重要核心的，是比亚迪登峰造极的新能源全栈技术。 廉玉波，就是带领比亚迪新能源技术从无到有，成为中国新能源汽车龙头、电动化一哥，中国汽车"换道超车"技术旗帜的第一功臣。 而从这一刻起，要称他为廉玉波院士了。 谁是廉玉波 廉玉波1964年出生，江苏仪征人。 年轻时最爱的不是汽车，而是飞机。 追着这个梦想，上世纪80年代初，不到20岁的廉玉波以高出分数线60分的成绩考入南京航空航天大学，以为从此就可以造飞机。 后面他自己回忆， ...

Group 1 - The Chinese Academy of Sciences and the Chinese Academy of Engineering announced the results of the 2025 academician election, electing 73 academicians from the former and 71 from the latter [1] - BYD and CATL, two leading companies in the new energy vehicle industry, each had one representative elected as academicians: BYD's chief scientist and total engineer Lian Yubo and CATL's chief scientist Wu Kai [1] - The average age of newly elected academicians from the Chinese Academy of Sciences is 57.2 years, with 67.1% being 60 years old or younger, and 5 female scientists elected [1][2] Group 2 - The election emphasizes national strategic needs and the importance of technological innovation in driving new productive forces [1] - The election process was conducted with strict discipline and supervision, ensuring candidates' academic integrity and adherence to regulations [1] - After this election, the total number of academicians in the Chinese Academy of Sciences is 908, while the Chinese Academy of Engineering has 1002 academicians [2]

Core Insights - The announcement of the 2025 Chinese Academy of Engineering academician list includes key personnel from two listed companies, CATL and BYD, highlighting their contributions to the battery industry [1] - Wu Kai, the chief scientist of CATL, has led significant innovations in lithium-ion battery technology, achieving breakthroughs in safety, energy density, and lifespan, surpassing Japanese and Korean competitors [1] - Lian Yubo, the chief scientist of BYD, has been instrumental in developing over 20 models of fuel and new energy vehicles, contributing to BYD's position among the top five global automakers [7][11] Company Contributions - Wu Kai's leadership at CATL has focused on aligning battery technology with national strategic needs, leading to the successful domestic production of ternary lithium batteries [1] - Wu Kai emphasizes the importance of maintaining China's leadership in the lithium battery industry by participating in the formulation of international standards [4] - Lian Yubo's work at BYD has resulted in the development of core technologies such as blade batteries and hybrid technology, which are crucial for the company's sales success [11] Industry Trends - The future direction of battery technology is shifting towards solid-state batteries, but liquid lithium batteries will continue to dominate for a considerable time [3] - Key areas for further development in liquid lithium battery technology include flexible production lines, battery recycling processes, green zero-carbon initiatives, and intelligent manufacturing [3]

Core Insights - The 2025 Guangzhou International Auto Show highlights significant changes in the Chinese automotive market, particularly in the areas of electric vehicles (EVs), competition among brands, and technological advancements [2] Group 1: Changes in Market Dynamics - The proportion of new energy vehicles (NEVs) at the auto show increased from 43.7% to 58%, indicating a shift towards electric vehicles as the majority [3] - In the first ten months of 2025, the domestic passenger car market saw a total sales volume of 19.256 million units, a year-on-year increase of 8.0%, with NEVs selling 10.15 million units, up 21.9% [6] - The penetration rate of NEVs reached 40.9% in 2024, with October 2025 marking the first month where the penetration rate exceeded 50% [6] Group 2: Absence of Foreign Brands - Over ten mainstream foreign brands were absent from the auto show, reflecting a decline in their market share and competitiveness in the face of rising domestic brands [7] - Import car sales dropped by 32% in the first nine months of 2025, with total imports expected to be only 700,000 units for the year, a 12% decrease [8] Group 3: Rise of Domestic Brands and New Players - Domestic brands and new entrants like BYD and Leap Motor are gaining significant market share, with Leap Motor's sales increasing by 105.3% year-on-year [9][13] - Huawei has established itself as a key player in the automotive sector, with over 100,000 units sold in collaboration with various car manufacturers [12] Group 4: Technological Advancements and Consumer Trends - The competition among new energy vehicles has intensified, with advanced driving technologies becoming more accessible to consumers, as seen in the pricing of high-end features [16] - Hybrid technology is gaining traction as a practical choice for many brands, reflecting a shift in consumer preferences towards cost-effective and advanced technology [16]