Core Insights - Shenzhen Customs issued 384,000 certificates of origin under free trade agreements for over 5,170 enterprises from January to November this year, involving a total value of 104.64 billion yuan, covering various sectors including electromechanical products and new energy vehicles [1] Group 1: Impact on Companies - Zhaochi Company reported that the certificate for exporting liquid crystal televisions saved nearly 10,000 yuan in costs, enhancing price competitiveness in international markets [1] - Zhaochi Company applied for 544 certificates of origin with a total value of 460 million yuan, resulting in a tax reduction of 16.458 million yuan, which supports market share expansion [1] - BYD Auto Industry Co., Ltd. benefited from the free trade agreement policies, applying for over 4,600 certificates of origin with a value exceeding 10.1 billion yuan [1] Group 2: Customs Initiatives - Shenzhen Customs is focusing on key enterprises, systematically reviewing free trade agreements and origin rules, and continuously expanding the range of preferential measures for enterprises [2]

汽车行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000678 | 襄阳轴承 | 10.00 | 15.37 | 45547.39 | | 000572 | 海马汽车 | 10.00 | 24.07 | 38770.69 | | 002048 | 宁波华翔 | 6.92 | 7.50 | 21024.01 | | 002594 | 比亚迪 | 0.46 | 0.57 | 18161.15 | | 002725 | 跃岭股份 | 9.99 | 29.62 | 13633.86 | | 000700 | 模塑科技 | 5.32 | 11.44 | 13157.37 | | 601689 | 拓普集团 | 1.45 | 1.55 | 12343.25 | | 000816 | 智慧农业 | 4.12 | 13.21 | 10938.11 | | 301005 | 超捷股份 | 9.21 | 22.29 | 10298.61 | | 000980 | 众泰汽车 | 7.29 | 7.85 ...

Core Viewpoint - The announcement from Shengxin Lithium Energy indicates that 46.6309 million shares, representing 5.09% of the company's total share capital, will be released from restrictions, with BYD as the shareholder [1] Group 1: Share Issuance Details - The number of shares to be released from restrictions is 46.6309 million [1] - This release accounts for 5.09% of the total share capital of the company [1] - The total share capital has increased from 911,895,872 shares to 915,293,872 shares since the formation of the restricted shares [1] Group 2: Compliance and Approval - As of the announcement date, shareholders have strictly adhered to the share restriction commitments [1] - There are no instances of non-operational occupation of company funds or illegal guarantees [1] - The sponsor institution, CITIC Securities, has approved the release of the restricted shares for public trading [1]

Industry Information - The 2025 Guangzhou Auto Show concluded with new energy vehicles (NEVs) surpassing 50% of total exhibits for the first time, with 629 out of 1,085 vehicles being NEVs, reflecting a significant growth in the sector [8][9] - A meeting on the standardization of power battery recycling was held in Ningde, emphasizing the importance of establishing a comprehensive standard system to support the high-quality development of the new energy industry [8] - A half-solid-state lithium battery energy storage project in Inner Mongolia has successfully connected to the grid, marking a milestone in the commercialization of half-solid-state storage technology [9] - CATL announced that 1,000 battery swap stations will be operational before the Spring Festival, enhancing the infrastructure for electric vehicles [9] - The Ministry of Industry and Information Technology encourages leading companies in solar, wind, lithium batteries, and NEVs to expand internationally [10] - In October, the total import and export value of automotive goods reached $25.31 billion, a year-on-year increase of 9.5% [12] - CATL's 587Ah battery cells have shipped 2GWh, with an expected total shipment of 3GWh for the year, indicating a successful entry into large-scale commercial production [12] - The first China-New Zealand dialogue on new energy vehicles was held, aiming to strengthen cooperation in the sector [12] - Huawei's automotive solutions saw a significant increase in sales, with over 180,000 units sold in November, marking an 80% month-on-month growth [13] - The user satisfaction index for China's NEV industry reached 80 points in 2025, showing steady improvement in quality and performance [14] Policy Information - Hebei Province has introduced new electricity pricing regulations, reducing charging costs by over 50% during off-peak hours [23] - The Guangdong province announced a total of 18.87 million yuan in subsidies for electric vehicle charging infrastructure in 2023, significantly higher than the previous year's funding [24] - A new plan in Hangzhou aims to achieve "full coverage of charging facilities" by 2030, enhancing the infrastructure for electric vehicles [25][26] - The National Development and Reform Commission has released a list of eligible projects for infrastructure REITs, including charging facilities [28] - Jilin Province announced a total of 54.32 million yuan in subsidies for electric vehicle battery swap stations for 2024 [30] Company Information - SAIC Motor has extended its purchase tax subsidy for the new MG4 model until December 28, 2025 [41] - Lantu Motors reported over 20,000 vehicle deliveries in November, setting a new record [41] - Leap Motor achieved a record high of 70,327 vehicle deliveries in November, reflecting a 75% year-on-year increase [41] - Xiaomi's automotive deliveries exceeded 40,000 units in November, surpassing its annual target of 350,000 units [42]

文/王文军，中国科学院广州能源研究所；李帅威，沈阳化工大学经济与管理学院硕士研究生 编者按：由21世纪经济报道能源策工作室推出的《能源之声》栏目，旨在立足当前我国能源产业发展新形势，围绕政策分析、地方观察、产业 研究等方面，通过外部专家约稿形式给予深刻的见解。第一阶段，《能源之声》栏目将围绕广东省新型储能产业发展情况，由21世纪经济报道 能源策工作室联合中国能源研究会双碳产业合作分会等机构共同邀约，相继推出五篇来自业内专家的文章，为广东省新型储能产业的高质量发 展建言献策。本文为最后一篇（第五篇）。 随着全球迈向碳中和目标的步伐不断加速，以光伏和风电为代表的新能源装机量持续迅猛增长，电力系统的调峰需求和电力保供压力也随之日 益加剧。以锂离子电池为代表的新型储能，其技术与产业发展正成为各国协同实现电力近零排放与能源安全保障的关键。然而，国际政治经济 格局和绿色贸易规则的深刻变化，正对中国、尤其是广东这一外贸重镇提出新的挑战与要求。 在"国内国际双循环"新发展格局下，中国新型储能产业既要夯实国内市场需求，也须积极开拓国际市场，实现"双轮驱动"。广东作为全国第一 外贸大省和重要的制造业基地，如何借助"国际循环"推动 ...

Group 1 - The core viewpoint is that domestic brands in China are reshaping the consumer market landscape by occupying prominent positions across various sectors, including smart home appliances, beauty products, and new energy vehicles [1][2] - By the first three quarters of 2025, China's exports of holiday goods, dolls, and animal-shaped toys exceeded 50 billion yuan, reaching over 200 countries and regions globally [1] - The rise of domestic brands reflects a significant transformation in consumer psychology and market environment, moving from being a secondary option to a primary choice for consumers [1][3] Group 2 - In the first ten months of this year, China's cumulative exports of new energy vehicles surpassed 2 million units, with brands like BYD and NIO excelling in core technologies such as battery management and intelligent driving [2] - Cultural confidence is a key driver of the rise of domestic brands, allowing for a creative transformation that resonates emotionally across different age groups and regions [2] - The integration of traditional cultural elements into modern products, such as the Palace Museum's creative products and Li Ning's sportswear, showcases the blend of culture and innovation [2] Group 3 - The ability of domestic brands to quickly adapt to market dynamics and meet upgraded consumer demands is supported by a resilient supply chain backed by a complete industrial system in China [3] - China's industrial system includes 41 major industrial categories, enabling full control from design to manufacturing, which enhances competitiveness in global markets [3] - Domestic brands have achieved a balance between quality and price, offering products that exceed consumer expectations in emotional value, thus upgrading overall product value [3]

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Outlook - By 2025, global lithium battery production is expected to reach 2250 GWh, with a growth rate of 30% in 2026, and the energy storage sector projected to grow by 48.3%, driven by both domestic and international demand [5]. - There is a notable supply gap in the production of battery cells and key materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Battery Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the release of the authoritative 2025 lithium battery brand rankings, and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Participants - The main forum will cover lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery electrolytes, and high-performance electrolyte research [9]. - Notable participants include Tianqi Lithium Corporation, Liyang Zhongke Solid Energy New Technology Co., and various leading battery manufacturers and material suppliers [9][10]. Group 4: Participation and Sponsorship - The participation fee is set at 2800 yuan per person, with limited free attendance available for the first 200 registrants [16]. - Sponsorship opportunities are available for companies interested in participating in the event [16].

车展堪称新车型、新技术的"秀场"。仰望U9Xtreme、深蓝L06等20多款首发新车迎来华中首秀，宝马2026款X5、 小鹏X9增程版等热门新车纷纷亮相。比亚迪以1500平方米展台展示技术实力，鸿蒙智行展示最前沿的智驾科技， 汇天飞行汽车的首次亮相更是将视线引向低空智慧交通领域。 同时，第三届"万人汽车团购会"全面升级，整合参展品牌资源，提供多重优惠。车展还打造了多元场景："超级智 驾会"打造创新体验体系，"AI科技营"让前沿技术可触可感，"年轻就要创"青年生活市集营造潮流文化聚集地。 长沙晚报掌上长沙12月10日讯（全媒体记者 黄能）12月10日，第二十一届中国（长沙）国际汽车博览会（简 称"长沙国际车展"）在长沙国际会展中心开幕。中国汽车工业协会监事长姚杰，长沙市政协副主席、市会展办主 任李舜出席开幕式。 本届车展汇聚了71个知名汽车品牌，近1000款新车亮相，展览面积8万平方米。鸿蒙智行、蔚来、理想等当红新能 源汽车品牌悉数出席，比亚迪、奇瑞等自主品牌强势出击，上汽大众、一汽丰田等合资品牌携巨幅优惠让利参 展，奔驰、宝马等豪华品牌也带来最新车型和技术。 本届车展将持续至12月15日。 ...

Core Insights - The China Securities Association released the results of the "2025 Evaluation of Board Secretaries of Listed Companies," with 282 board secretaries receiving a 5A rating, 589 receiving a 4A rating, and 687 receiving a 3A rating [1] - The evaluation criteria included ten major standards and 67 indicators, covering areas such as compliance, information disclosure, internal control, investor relations management, and social responsibility [1] - Board secretaries play a crucial role in corporate governance, acting as gatekeepers for compliance and as a bridge between the capital market, investors, and company management [1] Group 1 - A total of 282 board secretaries achieved the highest 5A rating, reflecting their exceptional performance and the governance standards of their respective companies [1] - The evaluation emphasizes the importance of board secretaries in maintaining corporate transparency and sustainable development [1] - The recognition of board secretaries is not only a personal accolade but also highlights the benchmark status of their companies in governance and transparency [1] Group 2 - Notable companies with 5A rated board secretaries include COSCO Shipping Energy, Fosun Pharma, and Kweichow Moutai, among others [2] - The list of 5A rated board secretaries includes individuals such as Ni Yidan from COSCO Shipping Energy and Dong Xiaoxian from Fosun Pharma [2] - The evaluation results serve as a reference for best practices in corporate governance and investor relations within the industry [1][2]

期推荐 行业&新能源产批 11月汽车行业产批均同环比增长。11月行业产批分别为310.6w/299.8w，同比分别+3.0%/+2.3%。新能源批发同比+18.7%，批发渗透率58.6%。 出口情况 11月汽车出口同环比稳定增长。11月行业出口60.4w，同比+52.4%，其中比亚迪出口12.8万辆，同比+59.9%，增长显著。 往 主机厂电芯采购：兼顾性能和成本 加入社群 本公众号基于分享的目的转载，转载文章的版权归原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除。 比亚迪出海：发力东南亚 CATL ：储能市场增长高于动力 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货报告和精准人脉。 ...