该机构还表示，头部电芯厂高位排产预计维持至2026年1月至2月，实际成交价高位企稳。 行业机构Infolink Consulting发布的最新市场统计数据显示，方形磷酸铁锂储能电芯100 Ah价格区间为每 瓦时0.340-0.410元人民币，均价每瓦时0.375元人民币；280 Ah价格区间为每瓦时 0.260-0.335 元人民 币，均价每瓦时 0.298 元人民币；314 Ah 价格区间为每瓦时 0.260-0.340 元人民币，均价每瓦时 0.300 元人民币。 "近期国内储能电芯需求旺盛，储能电芯报价仍维持高位。"Infolink Consulting表示，具体看，280 Ah电 芯的报价环比持平，100 Ah及314 Ah电芯成交重心小幅上移。 "除了需求端的旺盛，电芯供给端也正经历从300+Ah向500+Ah及更大容量产品的代际切换，多数主流 厂商将资源聚焦于下一代产品研发与产能建设，进一步加剧当前主流产品300+Ah电芯的供应紧张。"田 庆军认为，未来数月内，预计下游终端的高位需求仍将对产业链价格形成有力支撑。 谈及电芯价格维持高位的原因，Infolink Consulting表示，10月以来， ...

"目前公司的储能电芯产线正全线满负荷运转，订单排期已至2026年。"远景储能总裁田庆军对第一财经 记者表示，公司在积极推进产能提升，预计明年交付量可实现翻倍增长。 "需求主要来自两方面。"据田庆军介绍，一是公司国内多个GWh级项目交付，二是海外头部集成商全 球订单的快速释放。截至2025年上半年，公司累计交付超50GWh储能电芯产品。当前公司电芯的出口 比例超50%。 "除了需求端的旺盛，电芯供给端也正经历从300+Ah向500+Ah及更大容量产品的代际切换，多数主流 厂商将资源聚焦于下一代产品研发与产能建设，进一步加剧当前主流产品300+Ah电芯的供应紧张。"田 庆军认为，未来数月内，预计下游终端的高位需求仍将对产业链价格形成有力支撑。 谈及电芯价格维持高位的原因，Infolink Consulting表示，10月以来，上游电解液与部分石油焦材料价格 上涨，对电芯成本形成支撑。"国内方面，四季度并网节点密集，西北、华北基地配储比上升。海外市 场方面，近一月美国政策不确定性上升，但欧洲地区储能订单维持高景气，澳大利亚与中东项目推进节 奏整体平稳，海外项目'抢芯'或延续至年底。" 记者还注意到，宁德时代（300 ...

资料显示，惠州亿纬锂能股份有限公司位于广东省惠州市仲恺高新区惠风七路38号,香港铜锣湾希慎道 33号利园1期19楼1910室，成立日期2001年12月24日，上市日期2009年10月30日，公司主营业务涉及消 费电池(包括锂原电池、小型锂离子电池、三元圆柱电池)和动力电池(包括新能源汽车电池及其电池系 统、储能电池)的研发、生产和销售。主营业务收入构成为：动力电池45.26%，储能电池36.56%，消费 电池18.03%，其他0.16%。 亿纬锂能今年以来股价涨69.62%，近5个交易日跌1.30%，近20日涨5.90%，近60日涨70.55%。 10月21日，亿纬锂能（维权）盘中上涨2.00%，截至09:42，报78.02元/股，成交5.40亿元，换手率 0.38%，总市值1596.08亿元。 今年以来亿纬锂能已经1次登上龙虎榜，最近一次登上龙虎榜为9月5日。 资金流向方面，主力资金净流入661.54万元，特大单买入4074.23万元，占比7.54%，卖出4435.18万元， 占比8.21%；大单买入1.26亿元，占比23.42%，卖出1.16亿元，占比21.53%。 分红方面，亿纬锂能A股上市后累计派现3 ...

（编辑 姚尧） 证券日报网讯 10月20日晚间，亿纬锂能发布公告称，自2025年9月29日至2025年10月20日，公司股票连 续十个交易日中已有十个交易日的收盘价格不低于"亿纬转债"当期转股价格50.65元/股的130%（含 130%，即65.85元/股），若未来连续二十个交易日内，公司股票有五个交易日的收盘价格不低于当期转 股价格的130%（含130%），将触发《惠州亿纬锂能股份有限公司创业板向不特定对象发行可转换公司 债券募集说明书》中规定的有条件赎回条款。届时，公司有权决定是否按照本次可转债面值加当期应计 利息的价格赎回全部或部分未转股的"亿纬转债"。 ...

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-128 债券代码：123254 转债简称：亿纬转债 惠州亿纬锂能股份有限公司 关于"亿纬转债"预计满足赎回条件的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示： 自2025年9月29日至2025年10月20日，惠州亿纬锂能股份有限公司（以下简称 "公司"）股票连续十个交易日中已有十个交易日的收盘价格不低于"亿纬转债"当 期转股价格50.65元/股的130%（含130%，即65.85元/股），若未来连续二十个交易日 内，公司股票有五个交易日的收盘价格不低于当期转股价格的130%（含130%），将触 发《惠州亿纬锂能股份有限公司创业板向不特定对象发行可转换公司债券募集说明书》 （以下简称"《募集说明书》"）中规定的有条件赎回条款。届时，公司有权决定是 否按照本次可转债面值加当期应计利息的价格赎回全部或部分未转股的"亿纬转债"。 一、可转换公司债券基本情况 （一）可转换公司债券发行上市情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意惠州亿纬锂能 股份有限公司向 ...

10月20日，三大指数集体收涨，创指涨近2%。受市场行情提振，创业板50ETF（159949）收盘上涨 2.32%报1.413元，换手率9.36%，成交额24.37亿元，位列同类标的ETF之首。 | ਮਨਵਰ | 名称 | 现价 | 涨跌幅 IOPV | 厨上视 | 换手率 | | 成交金额 ▼ 5日涨跌幅 60日涨跌幅 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 159949 | 创业板50ETF | 1.413 | 2.32% 1.4126 | 0.03% | 9.36% | 24.374Z | -1.94% 37.18% | | | | 159682 | @N/50ETF | 1.371 | 2.08% 1.3715 -0.04% | | 13.17% | 6.514Z | -2.07% | 37.24% | | | 159681 | @ 50ETF | 1.388 | 2.36% 1.3875 | 0.04% | 10.72% | 2.44Z | -1.98% | 37.15% | | | 159373 | ...

Core Viewpoint - The market experienced a correction last week, but certain stocks within the brand index showed resilience, indicating potential investment opportunities in sectors like electronics, new energy, new consumption, and real estate as uncertainties ease [1][4]. Market Performance - The market indices saw declines: Shanghai Composite Index down 1.47%, Shenzhen Component down 4.99%, ChiNext down 5.71%, and CSI 300 down 2.22%. The brand index fell 3.58% to 1956.62 points [2]. - Notable gainers in the brand index included Shanghai Jahwa up 9.42%, Changbai Mountain up 7.19%, and Darentang up 5.34%. Other stocks like Luzhou Laojiao and Yiling Pharmaceutical also saw gains exceeding 4% [2]. Stock Performance Since H2 - Since the beginning of the second half of the year, Zhongji Xuchuang has surged 156.40%, leading the gains, followed by Sunshine Power at 114.27%. Other significant performers include Lanke Technology and Yiwei Lithium Energy, both up over 60% [3]. Market Outlook - Looking ahead, the market is expected to maintain upward momentum as uncertainties gradually diminish. Liquidity is anticipated to remain supportive, with domestic interest rates low and overseas liquidity remaining loose, encouraging investment in Chinese equity assets [4][5]. - The current market environment is characterized by a shift in investment styles, with a focus on sectors that offer higher investment certainty, particularly in electronics, new energy, new consumption, and real estate [5].

Flash | 15 Oct 2025 10:24:45 ET │ 14 pages China Battery Materials China Battery Supply Chain on the Ground: Soaring ESS battery demand CITI'S TAKE Our channel check with ZE Consulting suggests a robust production pipeline in Oct-25, whereas the top-5 battery makers' production pipeline might further surge by 11% MoM despite the impact of high-base already – the first time we could see a double-digit MoM increment in the course of the year. Within that, NCM battery and LFP battery are forecasted to be up by ...

Investment Rating - The report maintains an "Accumulate" rating for the electric equipment industry [1] Core Views - The demand for lithium batteries is strong, with price increase demands evident, and the potential for AIDC (Automatic Identification and Data Capture) is considerable [1] - The report highlights significant growth in energy storage installations, with a year-on-year increase of 205% in new installations in September 2025 [3] - The electric vehicle market is also showing robust growth, with domestic sales of electric vehicles reaching 1.604 million units in September, a year-on-year increase of 25% [3] Industry Trends - The electric equipment sector has seen a decline of 5.3%, underperforming compared to the broader market [3] - The report notes that the human-shaped robot sector is experiencing rapid advancements, with significant investments and developments in the industry [3][7] - The energy storage market is expected to grow at a compound annual growth rate (CAGR) of 30-50% from 2025 to 2028, driven by increasing demand and supply constraints [3] Company Performance - Si Yuan Electric reported a revenue of approximately 13.827 billion yuan for the first three quarters of 2025, a year-on-year increase of 32.86% [3] - Container Technology's revenue for the same period was approximately 8.986 billion yuan, down 20.64% year-on-year [3] - Sunshine Power announced a cash dividend of 9.50 yuan per 10 shares, totaling 1.95 billion yuan [3] Investment Strategy - The report suggests a strong outlook for energy storage, with expectations of significant growth in both domestic and international markets [3] - It emphasizes the potential for lithium battery manufacturers, particularly in light of increasing demand and price stability [3] - The report recommends several companies for investment, including Ningde Times, Sunshine Power, and Yiwei Lithium Energy, highlighting their strong market positions and growth potential [3][6]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The penetration rate of China's new energy vehicle market exceeded 30% in 2023 and 50% in 2024. In 2025, high - competitiveness new models continue to be launched, and price wars are gradually ending. - Overseas markets face risks from trade protectionism in Europe and the US, so new growth points such as the Belt and Road countries and the Middle East should be focused on. - In the competitive landscape, the market share of domestic brands continues to expand. Attention should be paid to companies with strong product strength, smooth overseas expansion, and stable supply [5][121]. 3. Summary According to the Directory 3.1 Financial Market Tracking - The weekly price changes of relevant sectors and listed companies are presented. Among listed companies, some vehicle manufacturers like BYD, Great Wall Motor, and SAIC Motor had price drops, while GAC Group and Chang'an Automobile had price increases. In the battery and materials sector, companies such as Contemporary Amperex Technology Co., Limited (CATL) and EVE Energy Co., Ltd. had price drops, and Do - fluoride New Materials Co., Ltd. had a price increase [13][16]. 3.2产业链数据跟踪 3.2.1 China New Energy Vehicle Market Tracking - **Sales and Exports in the Chinese Market**: In September, China's new energy vehicle sales were 1.604 million, a year - on - year increase of 24.6%. From January to September, cumulative sales were 11.228 million, a year - on - year increase of 34.9%. In September, exports were 222,000, a year - on - year doubling, and from January to September, cumulative exports were 1.758 million, a year - on - year increase of 89.4%. From October 1 - 12, new energy vehicle retail sales decreased by 1% year - on - year, and cumulative retail sales this year increased by 23% year - on - year [3][110][111][112][113]. - **Inventory Changes in the Chinese Market**: Relevant data on new energy vehicle inventory changes are presented, including channel inventory and manufacturer inventory [26]. - **Delivery Volume of Chinese New Energy Vehicle Manufacturers**: Data on the monthly delivery volumes of various new energy vehicle manufacturers such as Leapmotor, Li Auto, XPeng, and NIO are presented [29]. 3.2.2 Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: From January to August, global new energy vehicle sales increased by 30.6% year - on - year to 13.257 million. Europe and other regions had strong growth. Europe's cumulative sales were 2.442 million, with a year - on - year growth rate of 30.8%, and other regions' cumulative sales were 665,000, with a year - on - year growth rate of 50.6%. The North American market's cumulative sales were 1.205 million, with a year - on - year growth rate of 4.8% (from January to September, cumulative sales were 1.399 million, with a year - on - year growth rate of 8.3%). The US had record - high new energy vehicle sales and penetration rates in August and September due to the expiration of the federal electric vehicle tax credit on September 30 [4][119]. - **European Market**: Europe's new energy vehicle market had a relatively strong growth, with cumulative sales of 2.442 million from January to August, a year - on - year growth rate of 30.8% [4][119]. - **North American Market**: The North American market had relatively slow growth in the early stage, with a cumulative sales of 1.205 million from January to August, a year - on - year growth rate of 4.8% (from January to September, cumulative sales were 1.399 million, with a year - on - year growth rate of 8.3%). The US had record - high sales and penetration rates in August and September [4][119]. - **Other Regions**: Other regions had a relatively high growth rate, with cumulative sales of 665,000 from January to August, a year - on - year growth rate of 50.6% [4][119]. 3.2.3 Power Battery Industry Chain - Data on power battery installation volume, export volume, weekly average price of battery cells, material cost, and the operating rates and prices of various battery materials are presented [79]. 3.2.4 Other Upstream Raw Materials - Data on the daily prices of raw materials such as rubber, glass, steel, and aluminum are presented [100]. 3.3 Hot News Summary 3.3.1 China: Policy Dynamics - The National Development and Reform Commission and other departments issued the "Three - Year Doubling Action Plan for the Service Capacity of Electric Vehicle Charging Facilities (2025 - 2027)", aiming to build 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles. - The Ministry of Industry and Information Technology organized the formulation and revision of relevant regulations to improve the access requirements for vehicle production enterprises and products, promote the improvement of product quality and safety, and adapt to the development trend of the automotive industry [108][109]. 3.3.2 China: Industry Dynamics - In September, China's automobile sales were 3.226 million, a year - on - year increase of 14.9%, and new energy vehicle sales were 1.604 million, a year - on - year increase of 24.6%. From January to September, automobile production and sales were 24.333 million and 24.363 million respectively, with year - on - year increases of 13.3% and 12.9%. New energy vehicle production and sales were 11.243 million and 11.228 million respectively, with year - on - year increases of 35.2% and 34.9%. - In September, automobile exports were 652,000, a year - on - year increase of 21%, and new energy vehicle exports were 222,000, a year - on - year doubling. From January to September, automobile exports were 4.95 million, a year - on - year increase of 14.8%, and new energy vehicle exports were 1.758 million, a year - on - year increase of 89.4%. - From October 1 - 12, new energy vehicle retail sales decreased by 1% year - on - year, and cumulative retail sales this year increased by 23% year - on - year. - In September, China's power battery installation volume was 76 GWh, a year - on - year increase of 39.5%. From January to September, the cumulative installation volume was 493.9 GWh, a year - on - year increase of 42.5% [110][111][112][113][114]. 3.3.3 Overseas: Policy Dynamics - Germany extended the electric vehicle tax exemption period from the end of 2030 to the end of 2035 and will launch a new pure - electric vehicle subsidy plan in 2026, with a maximum subsidy of 4,000 euros. This is a resumption of support for electric vehicle purchases since the end of the previous subsidy policy in December 2023 [4][120]. 3.4 Industry Views - In the domestic market, from October 1 - 12, new energy vehicle retail sales decreased by 1% year - on - year, and cumulative retail sales this year increased by 23% year - on - year. In September, new energy vehicle sales were 1.604 million, a year - on - year increase of 24.6%, and cumulative sales were 11.228 million, a year - on - year increase of 34.9%. - Policy - wise, the goal is to build 28 million charging facilities nationwide by the end of 2027. - In the global market, from January to August, new energy vehicle sales increased by 30.6% year - on - year. Europe and other regions had strong growth, while the North American market had relatively slow growth. Germany extended the tax exemption period and will restart the subsidy policy [3][4][118][119][120]. 3.5 Investment Suggestions - China's new energy vehicle market penetration rate has reached a high level. In 2025, high - competitiveness new models are continuously launched, and price wars are ending. - Overseas markets face trade protectionism risks, so attention should be paid to new growth points such as the Belt and Road countries and the Middle East. - In the competitive landscape, domestic brands' market share is expanding, and attention should be paid to companies with strong product strength, smooth overseas expansion, and stable supply [5][121].