华夏时报记者 黄敏璇 胡梦然 深圳报道 值得一提的是，承泰科技业务与新能源汽车龙头比亚迪（002594）深度绑定，公司2024年逾九成收入来 自比亚迪。受益于国内新能源汽车产业的高速发展，承泰科技过去三年收入增长迅猛，但净利润仍处于 亏损状态。2022年至2024年，公司收入分别为0.58亿元、1.57亿元、3.48亿元；净亏损分别录得7917万 元、9660万元、2177万元。 与此同时，承泰科技还面临行业日益加剧的降价压力。研报显示车载毫米波雷达单价年降幅超10%，承 泰科技的毫米波雷达平均售价也由2022年的每件249元下降至2024年的每件184元。 "毫米波雷达价格下滑主要受技术进步和国产突破两大因素影响。未来从整体趋势来看，价格降幅有望 收窄但持续下行，不过高端产品仍保持溢价。"深度科技研究院院长张孝荣接受《华夏时报》记者采访 时表示。 针对公司产品价格压力、客户依赖和出海计划等问题，本报记者致函承泰科技，但截至发稿尚未收到回 复。 深度绑定比亚迪，价格压力或将加剧 毫米波雷达是汽车智能驾驶的核心部件。招股书显示，承泰科技主要生产前向雷达和角雷达，其中前向 雷达收入占比63.9%，角雷达收入占比3 ...

出乎意料的是，在统计的30款新车里，有14款车在3个月甚至更短的时间内，便迸发了极大的潜力，发挥出了超预期的表现。 | 年型 | 指导价(万元) | 上市时间 | 3月零售数据 | 4月零售数据 | 5月零售数据 | 各注 | | --- | --- | --- | --- | --- | --- | --- | | 腾势N9 | 38.98-44.98 | 3月 | 1708 | 5018 | 4617 | 第一阶段的月销量目标是3000辆,第二阶段要达到5000辆 | | 间界M8 | 35. 98-44. 98 | 4月 | ー | 1883 | 12116 | 6月交付目标2-3万辆 | | 零跑B10 | 9.98-12.98 | 4月 | 3298 | 0 | 10105 | 目标月销过万,内部目标月销1.5-2万辆 | | 哈弗枭龙MAX | 13. 18-16. 98 | 4月 | - | 4069 | 8168 | 定位是成为新能源SUV市场中的哈弗H6 | | 启源Q07 | 12.98-17.18 | 4月 | - | 3119 | 8081 | 启源品牌2026年实现60万辆 | | ...

随着新能源汽车市场渗透率的不断提升，在当前快充、超充技术涌现的热潮中，电网承载压力与资源均 衡配置等挑战变得更加突出。中国电动汽车百人会副秘书长师建华认为，随着新能源汽车保有量的增 加，大规模无序充电可能对电网安全稳定运行带来冲击，因而推动充电设施的智能化、有序化发展，实 现与电网的良性互动，甚至参与电网的调峰调频是未来的必然趋势。 在车网互动模式下，作为移动储能单元，新能源汽车借助充换电设施与电网互联互通。在用电低谷时， 车辆可进行充电；在用电高峰时，则将储存的电能反向输送给电网，缓解用电压力。通过车网互动，车 主在通过电力差价实现盈利的同时，客观上还能调节电网负荷，助力削峰填谷。 自去年年初，国家发展改革委、工业和信息化部、国家能源局、市场监管总局4部门联合印发《关于加 强新能源汽车与电网融合互动的实施意见》后，各地方政府及企业积极响应，在技术突破、应用场景拓 展、商业模式探索等多维度发力，车网互动、虚拟电厂、微电网等概念持续火热，成为能源领域与资本 市场关注的焦点。 今年3月底，国家发展改革委、工业和信息化部、国家能源局、市场监管总局公布了我国首批9个车网互 动规模化应用试点城市和30个试点项目。这9座 ...

恒指高开0.62%，报24327.82点；恒生科技指数涨0.90%。比亚迪股份、阿里巴巴等涨超2%。国泰君安 国际涨超14%，此前正式获批提供加密货币等虚拟资产交易服务。曹操出行、香江电器上市首日分别跌 超19%、7%。 ...

Group 1 - The China Strategic Emerging Industries Index (new emerging index, 000171) rose by 1.66% to 1188.03 points, with a trading volume of 110.449 billion yuan [1] - Over the past month, the index increased by 1.27%, while it decreased by 3.76% over the past three months and has fallen by 1.33% year-to-date [1] - The index includes 100 representative listed companies from sectors such as energy conservation and environmental protection, new generation information technology, biotechnology, high-end equipment manufacturing, new energy, new materials, new energy vehicles, digital creativity, and high-tech services [1] Group 2 - The top ten holdings in the index are BYD (8.72%), Dongfang Wealth (8.59%), Hengrui Medicine (5.81%), Zhongji Xuchuang (3.47%), Xinyi Sheng (3.3%), Haiguang Information (3.18%), Luxshare Precision (3.15%), WuXi AppTec (3.13%), Huichuan Technology (3.01%), and Northern Huachuang (2.61%) [1] - The market capitalization distribution of the index shows that 61.12% of the holdings are listed on the Shenzhen Stock Exchange, while 38.88% are on the Shanghai Stock Exchange [1] Group 3 - The industry composition of the index includes Information Technology (33.01%), Healthcare (15.20%), Communication Services (12.90%), Industry (12.37%), Consumer Discretionary (11.33%), Financials (9.11%), Materials (5.16%), Utilities (0.38%), Consumer Staples (0.31%), and Energy (0.24%) [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Public funds tracking the new emerging index include Huaxia Strategic Emerging Index ETF Link A, Huaxia Strategic Emerging Index ETF Link C, and Huaxia Strategic Emerging Index ETF [2]

Core Viewpoint - The article discusses the upcoming "2025 Liquid Cooling Industry Innovation and Application Forum" organized by DT New Materials, highlighting its significance in the liquid cooling technology sector and the participation of various industry leaders [3][10]. Event Details - The forum will take place from July 3 to July 5, 2025, in Dongguan, Guangdong [3][10]. - Over 300 industry professionals are expected to attend, with activities including product displays and report exchanges [3]. Agenda Overview - The event will feature a detailed agenda, including registration, opening activities, keynote speeches, and specialized reports on liquid cooling technologies [4][11]. - Notable topics include future technology trends in liquid cooling, applications of liquid cooling plates for high-power IGBT/SiC chips, and innovations in liquid cooling solutions for data centers [13][20]. Accommodation and Transportation - Various hotel options are available near the venue, with prices ranging from 180 to 350 RMB per night [6][8]. - Transportation details from major airports and train stations to the venue are provided, including estimated costs and travel times [9]. Registration and Fees - Registration fees are set at 2800 RMB for regular attendees and 1200 RMB for students, with on-site fees being slightly higher [32][33]. - Payment methods include bank transfer and Alipay, with specific instructions for registration completion [33].

Group 1 - ByteDance founder Zhang Yiming becomes the richest person in China with a net worth of 481.5 billion yuan, driven by the rapid growth of Douyin and TikTok [1] - ByteDance's revenue for 2024 is projected at 1.14 trillion yuan, with a net profit of 241.5 billion yuan, significantly surpassing Tencent and Alibaba [1] - Zhong Shanshan, previously the richest, sees a 21% decrease in wealth to 362.4 billion yuan due to a drop in Nongfu Spring's stock price [1] Group 2 - The top ten list is dominated by internet entrepreneurs, including Ma Huateng, Huang Zheng, Lei Jun, and Jack Ma, with Ma Huateng at 306.7 billion yuan and Huang Zheng at 305.7 billion yuan [1] - Liang Wenfeng, CEO of DeepSeek, enters the top ten with a net worth of 184.6 billion yuan, marking a significant impact in the AI sector [2] - DeepSeek's valuation remains uncertain as it has not publicly raised funds, raising concerns about its competitiveness against major players like ByteDance and Tencent [2] Group 3 - Hangzhou emerges as a significant winner in the wealth rankings, with multiple billionaires originating from the city, including Zhong Shanshan and Jack Ma [3] - The consumer sector sees a record 89 individuals on the wealth list, with notable performances from Wahaha and the coffee and tea industry [3] - The electric vehicle sector attracts substantial capital, with Lei Jun's Xiaomi and BYD founders seeing significant increases in their wealth [3] Group 4 - The TMT (Technology, Media, and Telecommunications) sector remains the best path for wealth creation, with 110 individuals on the list and a total wealth of 3.34 trillion yuan [5] - The semiconductor, artificial intelligence, and consumer electronics industries are identified as key drivers of wealth, with 36 individuals from the semiconductor sector alone [5]

报告导读： 固态电池利好政策频出，应用前景广阔。随着中试线陆续落地，头部企业在固 态电池端的"落子"有望吸引更多企业"入局"，产品技术迭代迎来持续向好。 投资建议： 看好全 固态电池产业化进程加速，建议关注：（ 1 ）电池端；（ 2 ）设备端；（ 3 ）材料 端。 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称：《 全固态电池正进入从0到1——固态电池行业系列之五：行业跟踪报告》 报告日期：2025-06-23 报告作者： 徐强 （分析师）S 0880517040002 牟俊宇 （分析师）S 0880521080003 李依雯 （研究助理）S 0880125042249 政策加速推进，固态电池从 0 到 1 。 2020 年，中国国务院办公厅印发《新能源汽车产业发展规划（ 2021 — 2035 年）》，指出要加快固态动力电池技术研发及产业化。 2024 年 3 月，工信部等四部门 发布《通用航空装备创新应用实施方案（ 2024-2030 年）》，提出要加快推动 400Wh/kg 级航空锂电 池产品投入量产，实现 500Wh/kg 级航空锂电池产品应用验证。 2 024 年，我国投入约 60 亿元 ...

Battery - Zhongxin Innovation has successfully launched a 1.2MWh high-safety marine battery system designed for Saudi Aramco, becoming the first domestic battery company to deliver an ABS ship battery system [3] - Zhongke Energy Development (Liaoning) Co., Ltd. signed a strategic cooperation agreement to invest 2 billion yuan in a quasi-solid-state power battery and energy storage battery production base project in Benxi, Liaoning [4] Materials - Sanmei Co., Ltd. announced that its wholly-owned subsidiary, Fujian Qingliu Dongying Chemical Co., Ltd., plans to invest 1.072 billion yuan in a project for 62,000 tons/year of electrolyte and its supporting engineering, with the completion deadline extended to June 2027 [9] - Xingyuan Material stated that its invested company, Xinyuanbang, has achieved a hundred-ton level production capacity of oxide electrolytes and ten-ton level shipments, with sulfide electrolytes expected to have ton-level shipments by 2025 [11] - Dangsheng Technology reported that several of its electrolyte products have been certified and integrated by leading battery manufacturers and automakers, demonstrating its capability for large-scale supply [13] Overseas - Keda Li announced plans to invest no more than 50 million euros in Hungary for the third phase of its precision structural components project for power batteries, with funding sourced from the company's own funds [16]

"统治全球工业"非虚妄！美智库报告预警：关税战下，中国45%份额成定局？美国恐只剩"高价低 质"的国内市场！ 当《纽约时报》以醒目标题宣告"一个属于中国的世纪可能已经到来"时，全球商业领袖的目光正聚 焦东方。 这篇引发巨大震荡的重磅文章作者——普林斯顿研究员、兰德公司智库专家Kyle Chan在《纽约时 报》发表的评论中，以"中国产业政策专家"身份向特朗普政府发出尖锐警告。 中国已在钢铁、铝、造船、电池、太阳能、电动汽车、风力涡轮机、无人机、5G设备、消费电子、 活性药物成分及高铁等12个关键产业中占据全球产量榜首，且这种主导地位正以"指数级速度"向高 附加值领域蔓延。他援引多方研究称，2030年中国制造业产值将飙升至全球45%，相当于美、 日、德三国总和的2.3倍，届时"作为卓越的世界技术和经济超级大国，中国的工厂将遍布世界各 地，并将以中国为中心重新配置供应链"，而美国恐怕只有底特律那样的未来。 文章开篇即指出，长期存在于西方理论界的"中国世纪"预言，即"中国凭借经济与技术潜力重塑全 球权力格局、确立北京为中心的时代"可能已成现实。 他进一步强调，特朗普第二任期初期的政策失误，正加速中美实力对比的质变：关 ...