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储能行业最新研判:2026年出货量增速约40%
Shang Hai Zheng Quan Bao· 2025-12-09 18:53
◎记者 王玉晴 12月9日,2025第四届高工储能年会在深圳开幕。高工产业研究院(GGII)现场发布的数据显示,2025 年全球和中国储能电池出货量增速预计均超80%。尤其是"腰部"锂电池企业增速迅猛,今年前三季度楚 能新能源、海辰储能、欣旺达出货量同比增长超150%;比亚迪、中创新航、远景动力、鹏辉能源出货 量同比增长超100%。 展望2026年出货量增速,多位与会企业负责人的预测中位数为约40%。多位嘉宾对市场需求的增长保持 乐观,但产能紧张及可能发生的价格上涨又或将抑制出货量增速。 2025年储能电池出货量增速有望超80% "系统市场,龙头通吃;电池市场,腰部受益。"高工储能董事长张小飞在致辞中表示,部分储能电池第 二梯队企业出货量同比增长超150%,储能已成为增速超越动力电池的黄金赛道。 GGII数据显示,2025年,全球储能电池出货量预计将超650GWh,同比增长超过80%;中国储能系统 (交流侧)出货量预计超过320GWh,同比增长超80%。 楚能新能源执行副总裁卜相楠称:"今年特别是下半年的增长幅度很大。我们认为,明年行业还有35% 至40%的增长,也就是出货800GWh至900GWh。但是,原 ...
比亚迪预计2025年在哥伦比亚销量逼近1万台
Shang Wu Bu Wang Zhan· 2025-12-09 18:19
Group 1 - BYD's sales in Colombia exceeded 8,000 units as of September, with expectations to approach 10,000 units by the end of the year [1] - To enhance service capabilities, BYD plans to establish approximately 30 authorized service centers in Colombia by the end of 2025 [1] - The company emphasizes that the electrification process relies on a stable and clear policy environment, aligning with Colombia's electric vehicle development goals and emission reduction commitments [1]
本月以来八股获机构密集评级 食品饮料行业最被看好
Zheng Quan Shi Bao· 2025-12-09 17:41
山西汾酒日前召开2025汾酒全球经销商大会,系统总结了2025年汾酒营销工作的成绩,并发布了"青花 汾酒25·花神令"新品。公司前三季度业绩向好,实现营业收入329.24亿元,同比增长5%,实现归母净利 润114.05亿元,同比增长0.48%,加权净资产收益率为31.82%,盈利能力保持行业领先水平。 获得3家及以上机构评级的8股中,4股均属于食品饮料行业。12月以来,食品饮料行业指数连续下滑, 累计下跌3.6%,跑输沪深300指数约5个点,但资金仍坚定看好,12月以来(截至12月8日)食品饮料行 业获融资净买入12.09亿元。 | | | 2538 | 12月以来 | 总市值 | 申万 | | --- | --- | --- | --- | --- | --- | | 代理 | 简称 | 机构 | 涨跌幅 | | | | | | 家 型 | (%) | (亿元) | 行业 | | 600809 | 山西汾酒 | 5 | -7.73 | 2187.15 | 食品饮料 | | 002594 | 比亚迪 | 5 | 0.90 | 8502.25 | 汽车 | | 600519 | 贵州茅台 | 3 | -3.41 ...
磷矿石价格高位运行 产业链一体化布局提速
Zheng Quan Ri Bao· 2025-12-09 15:53
Group 1: Phosphate Rock Market Overview - Phosphate rock prices have remained stable at high levels, with 30% grade priced at 1016 CNY/ton, 28% grade at 945 CNY/ton, and 25% grade at 758 CNY/ton as of December 9 [1] - The supply-demand relationship for phosphate rock has been tight, driven by insufficient supply elasticity and continuous demand growth, leading to a long-term tight balance in the market [1][2] - The demand for phosphate rock is primarily driven by traditional agricultural needs (over 60% of demand) and emerging demands from the new energy sector, particularly for lithium iron phosphate batteries and electronic-grade phosphoric acid [1] Group 2: Industry Trends and Developments - The lithium iron phosphate industry has seen a significant recovery since Q3, with high capacity utilization among leading companies, although the current consumption of phosphate rock in the new energy sector is still below 5% [2] - Long-term projections indicate that the rigid demand for phosphate fertilizers and the incremental demand from lithium iron phosphate will jointly support phosphate rock prices, with a tight supply-demand balance expected to persist for the next 3 to 5 years [2] - Several listed companies are actively expanding their phosphate resource capabilities, focusing on capacity expansion and vertical integration within the industry [3] Group 3: Company Actions and Strategies - Shenzhen Batian Ecological Engineering Co., Ltd. announced the approval of its 2.9 million tons/year expansion project at the Xiaogaozai phosphate mine, which will enhance production capacity and optimize the upstream and downstream industry chain [3] - Guizhou Chuanheng Chemical Co., Ltd. is progressing with its 2.5 million tons/year project at the Jigongling phosphate mine, expected to produce ore by 2026, and is also developing the 1.8 million tons/year Laozhaizi phosphate mine [3] - Hubei Xingfa Chemical Group Co., Ltd. signed a processing agreement with Qinghai Fudi Industrial Co., Ltd. to produce 80,000 tons/year of lithium iron phosphate, highlighting the importance of the "mining integration" model for enhancing competitiveness and profitability in a high-price environment [4]
11月全国乘用车市场零售约222.5万辆 乘联分会预测:明年车市增长承压
Mei Ri Jing Ji Xin Wen· 2025-12-09 14:14
与往年年底车市翘尾走势不同的是,今年11月乘用车市场销量出现下滑。 12月8日,乘联分会公布的数据显示,11月,全国乘用车市场零售约222.5万辆,同比下降8.1%,环比下 降1.1%;今年以来累计零售约2148.3万辆,同比增长6.1%。 其中,比亚迪新能源车月度批发销量超47万辆,吉利汽车紧随其后为18.7万辆,奇瑞汽车、上汽通用五 菱、长安汽车三家新能源车月度批发销量在10万辆,特斯拉中国、零跑汽车、赛力斯则在5万~9万辆区 间。在11月新能源车月度批发销量突破1万辆的22家厂商中,上汽通用和广汽丰田两家合资车企位列其 中,月批发量均为1.06万辆。 在这一背景下,11月我国新能源乘用车销量达到132.1万辆,同比增长4.2%,在国内总体乘用车的零售 渗透率逼近60%,为59.3%,较去年同期提升7个百分点。其中,自主品牌中的新能源车渗透率为 79.6%,豪华车中的新能源车渗透率为38.8%,主流合资品牌中的新能源车渗透率为8%。 从广义乘用车零售销量排名来看,比亚迪、吉利汽车、一汽-大众居前三,但其中有两家销量出现同比 下滑。而销量排在第三至第十名中,仅有鸿蒙智行销量同比出现95.2%的大幅增长。 在 ...
港交所推出首只港股指数“港交所科技100”
Xin Jing Bao· 2025-12-09 14:04
港交所科技100是一个宽基股票指数,追踪100家在香港交易所上市的市值最大的科技公司的表现。这些 公司的行业涵盖六大创新主题,分别为:人工智能、生物科技及制药、电动汽车及智能驾驶、资讯科 技、互联网和机器人。指数的成分股皆为港股通合资格股票,以满足国际和中国内地投资者的投资需 求。 港交所官网显示,腾讯控股、阿里巴巴、小米集团、美团、京东集团等互联网与科技龙头,美图公司、 易鑫集团等新兴科技企业,宁德时代(300750)、比亚迪(002594)股份、零跑汽车等新能源与智能驾 驶企业,第四范式、优必选等人工智能与机器人企业入选指数。 香港交易所集团行政总裁陈翊庭表示,这只宽基指数涵盖了多个重塑港股市场格局的创新行业,也突显 了香港市场在推动这些新兴产业发展方面的关键角色。这一指数为投资者提供了一个有效且全面的投资 工具,帮助他们把握科技和新兴领域的投资机遇。 新京报贝壳财经讯(记者陈维城)12月9日,香港交易所宣布推出香港交易所科技100指数(港交所科技 100),港交所科技100是首只港股指数。 ...
深圳何以盛产“少年上市公司”?
Xin Lang Cai Jing· 2025-12-09 13:41
Core Insights - Shenzhen has successfully listed 121 companies within ten years of their establishment, outperforming the national average, highlighting the region's favorable business environment [1][9] - The article emphasizes Shenzhen's innovative policies and supportive ecosystem that facilitate startups in overcoming challenges and achieving growth [1][9] Group 1: Young Listed Companies - Shenzhen has produced a significant number of "young listed companies," with 121 firms achieving IPO status in under ten years, including notable names like BYD and Dazong Laser [1][3][10] - The majority of these companies are leaders in niche markets, with many being the first in their respective industries, such as the "first stock" in various sectors [3][11] Group 2: Innovation and Resource Transformation - The success of these young companies is attributed to Shenzhen's "20+8" industrial cluster, which focuses on strategic emerging industries and future industries [3][12] - Shenzhen has cultivated a large group of innovative enterprises, resulting in a robust pipeline of resources for public listings, with 347 new specialized "little giant" companies added this year [3][12] Group 3: Government Support and Policies - The Shenzhen government has implemented various supportive policies to encourage company listings, creating a nurturing environment for startups and growth-stage companies [5][13] - The city has established a comprehensive system to support businesses at different stages, from incubation to public listing, with a focus on private enterprises [5][13] Group 4: Financial Ecosystem - Shenzhen's financial ecosystem is characterized by a multi-layered and specialized capital structure, with over 1.5 trillion yuan in private equity and venture capital funds [7][15] - The city hosts regular events like "Shenzhen Venture Capital Day" to connect innovative companies with global capital, facilitating significant funding agreements [7][15] Group 5: Capital and Investment Strategies - The local government has established investment funds that have mobilized nearly 500 billion yuan, contributing to the listing of around 600 companies [8][16] - Shenzhen aims to create a "double ten thousand" framework by 2026, targeting a substantial increase in the number of investment funds and promoting early-stage investments in technology [8][16]
中国新能源出海新坐标:宋PLUS德国插混月度夺冠,比亚迪深化全球市场布局
Xin Lang Cai Jing· 2025-12-09 13:36
Home > Nachrichten > Autohandel > Pkw-Bestseller im November: BYD erobert Spitzenplatz Pkw-Bestseller im November: BYD erobert Spitzenplatz 05.12.2025 14:10 Uhr | Lesezeit: 3 min 近日,BYD SEAL U(宋PLUS)成为德国11月车市插混车型销量冠军,引发行业广泛关注。这不仅是中国汽车品牌 首次在德国主流细分市场登顶,更意味着比亚迪在欧洲的发展规模已进一步提升。 AUTOHAUS Der BYD Seal U war im November der beliebteste Plug- in-Hybrid. © Foto: BYD Die Top-Positionen in den deutschen Pkw- Charts waren auch im November fest in der Hand des VW-Konzerns. Eine Überraschung gelang einem chinesischen Hera ...
港股科技投资迎来新“坐标”港交所科技100指数发布 联想(00992)、宁德时代(03750)等入选
智通财经网· 2025-12-09 10:22
智通财经APP获悉,12月9日,香港交易及结算所有限公司宣布推出香港交易所科技100指数。港交所科 技100是集团推出的首只港股指数。 据悉,该指数在编制规则中明确设置流动性硬指标与研发成长性软门槛:成分股需满足过去六个月日均 成交额不低于2000万港元,且过去两年研发投入占比超3%或营收年增超5%。 根据港交所公告,港交所科技100指数是一只追踪香港交易所上市市值最大的100家科技公司表现的宽基 股票指数。其成分股涵盖人工智能、生物科技与制药、电动汽车与智能驾驶、信息科技、互联网及机器 人六大创新主题,依据《上市规则》第18A章上市的生物科技公司或第18C章上市的特专科技公司亦符 合纳入资格。 在编制方法上,港交所方面表示,在评估公司是否符合科技主题时,主要考虑因素包括其核心业务性 质、收入分布及行业分类。指数采用流通市值加权法计算,每只成份股的比重上限设定为12%。指数成 份股每半年(6月及12月)调整一次,数据截止日期分别为每年4月及10月的最后一个交易日。 这一门槛设计便于挑选出具备市场热度和成长性确定的科技标的,也将进一步推动港股相关产品在中国 内地市场的发展,契合南向资金对科技板块的配置需求,满足 ...
121家企业不满10岁即上市:深圳上市公司何以“少年感”十足?
Di Yi Cai Jing· 2025-12-09 10:07
121家企业不满10岁即上市:深圳上市公司何以"少年感"十足? 作者:秦新安 ▪ 郑栩彤 上周(12月1日至5日),深圳企业再掀上市高潮,仅港股市场就有7家深圳科创企业集中递表。其中,乐 动机器人、曦华科技、基本半导体皆为不满10岁的"15后"公司,拟冲刺"A+H"上市的"非洲之王"传音控 股(688036.SH)也只有12岁(A股上市时为6岁)。 事实上,近年来深圳产生了一大批"少年上市公司"。官方统计数据显示,截至目前,深圳已有121家企 业在成立不到十年时就成功上市,包括A股87家、港股34家。其中不乏比亚迪(002594.SZ,01211.HK)、 大族激光(002008.SZ)、影石创新(688775.SH)、奥比中光(688322.SH)、越疆机器人(02432.HK)等知名企 业。 深圳何以盛产年轻生猛的"少年上市公司"?第一财经记者多方采访发现,这与深圳多年积累形成的创新 资源红利转化、政策持续托举及金融资本助推分不开。 一位区域经济研究专家对记者分析,作为经济特区和改革创新之城,深圳长期致力于发展高科技产业, 吸聚了大量创新人才和创业企业,构筑起庞大的上市资源"塔底";深圳政府一贯重视扶持企 ...