南财智讯1月23日电，慧翰股份在投资者关系活动中表示，公司数字化能源管理解决方案依托'端、 云'一体化技术，赋予电池信息化能力并配套高性能云平台，实现电池全生命周期可追溯、可调控、可 优化；该方案已应用于车电分离管理、电池租赁共享、充储换电站数字化运营、V2G双向能源互动及能 源数字交易等换电生态核心场景，产品配置比例约为车辆数量的2.2–2.5倍；目前已深度切入汽车动力电 池、换电系统、电网储能系统等领域，并向电动船舶等新兴场景延伸，核心客户包括宁德时代、亿纬锂 能等头部电池厂商。 ...

惠州亿纬锂能股份有限公司（以下简称"公司"）于近日接到控股股东西藏亿纬控股有限公司 （以下简称"亿纬控股"）的通知，获悉亿纬控股将其所持有的公司部分股份进行了解除质押及质 押业务。具体情况公告如下： 一、股东股份解除质押及质押的基本情况 证券代码：300014 证券简称：亿纬锂能 公告编号：2026-005 惠州亿纬锂能股份有限公司 关于控股股东部分股份解除质押及质押的公告 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。 | 亿纬 控股 | 650,287,987 | 31.35% | 259,940,000 | 263,960,000 | 40.59% | 12.73% | | - | - | - | - | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 刘金成 | 59,430,681 | 2.87% | 18,200,000 | 18,200,000 | 30.62% | 0.88% | | - | - | - | - | | 骆锦红 | 64,649 ...

聚焦涨价环节、AI+【太平洋新能源-周展望系列】（20260123） [太阳]进一步聚焦涨价环节、AI+，碳酸锂、AIDC、AI应用是核心。 [玫瑰]电动车产业链： 1、电动车、储能等下游结构性向好，宁德时代、亿纬锂能等受益。1）近期多家车企密集披露2026年销量目标， 零跑汽车（100万辆，同比增约67.6%）、蔚来（45.64万-48.9万辆，同比增40%-50%）、小米汽车（55万辆，同比 增约34%）、鸿蒙智行（100万-130 聚焦涨价环节、AI+【太平洋新能源-周展望系列】（20260123） [太阳]进一步聚焦涨价环节、AI+，碳酸锂、AIDC、AI应用是核心。 [玫瑰]电动车产业链： 1、电动车、储能等下游结构性向好，宁德时代、亿纬锂能等受益。1）近期多家车企密集披露2026年销量目标， 零跑汽车（100万辆，同比增约67.6%）、蔚来（45.64万-48.9万辆，同比增40%-50%）、小米汽车（55万辆，同比 增约34%）、鸿蒙智行（100万-130万辆，上限同比增约120%）等新势力车企聚焦"规模跃升"。2）鑫椤锂电数据 显示2025年全球锂电池产量达2297GWh，同比大增48.5%， ...

截至2026年1月23日 09:45，新能源ETF(516160)上涨3.02%，成交9069.40万元。跟踪指数中证新能源指 数成分股迈为股份上涨20.00%，拉普拉斯上涨19.62%，捷佳伟创上涨16.80%，天合光能，容百科技 （维权）等个股跟涨。 新能源ETF(516160)紧密跟踪中证新能源指数，中证新能源指数选取涉及可再生能源生产、新能源应 用、新能源存储以及新能源交互设备等业务的上市公司证券作为指数样本，以反映新能源产业相关上市 公司证券的整体表现。指数前十大权重股分别为宁德时代、阳光电源、特变电工、隆基绿能、华友钴 业、亿纬锂能（维权）、中国核电、赣锋锂业、天赐材料、三峡能源，前十大权重股合计占比 43.23%。 消息面上，1月20日，财政部官网连发5文，出台支持中小企业、民间投资、设备更新等相关投资的一揽 子利好政策。能源电力、新能源汽车、节能环保、小水电等成为重点支持领域。同时配套民间投资、设 备更新等一揽子支持，直接降低新能源产业链企业融资成本，利好整车、零部件、储能、光伏等环节扩 产与技术升级。 新能源ETF(516160)，场外联接(A类：012831；C类：012832；南方中证新 ...

Core Viewpoint - The report from Zhonghang Securities indicates a strong recovery in the sales of new energy vehicles (NEVs) in nine European countries, projecting sales of 2.885 million units in 2025, a year-on-year increase of 32.6%, with a penetration rate of 29.0%, up by 6.7 percentage points [1][2]. Summary by Sections Overall Market Outlook - In 2025, NEV sales in nine European countries are expected to reach 2.885 million units, representing a 32.6% increase year-on-year, with a penetration rate of 29.0%, up 6.7 percentage points [2]. - The sales of Battery Electric Vehicles (BEVs) are projected at 1.892 million units, a year-on-year increase of 30.6%, while Plug-in Hybrid Electric Vehicles (PHEVs) are expected to reach 992,000 units, up 36.6% year-on-year [2]. Country-Specific Insights - **Germany**: The BEV sales are projected at 545,000 units, a 43.2% increase year-on-year, and PHEV sales at 311,000 units, up 62.3%. Germany will restart EV subsidies in January 2026, including Chinese brands [2][3]. - **United Kingdom**: BEV sales are expected to be 473,000 units, a 23.9% increase, and PHEV sales at 225,000 units, up 34.7%. EV subsidies will resume from July 2025 [2][3]. - **France**: BEV sales are projected at 326,000 units, a 12.1% increase, with December sales reaching 42,000 units, up 37.7%. Subsidies will continue into 2026 with increased standards [3]. - **Italy**: BEV sales are expected to be 95,000 units, a 44.2% increase, and PHEV sales at 99,000 units, up 89.4%. EV subsidies will be effective from October 22, 2025 [3]. - **Spain**: BEV sales are projected at 102,000 units, a 77.2% increase, and PHEV sales at 124,000 units, up 111.7%. The MOVES III subsidy plan will drive sales [3]. Investment Recommendations - The report suggests that the EU's proposal to adjust the 2035 emission reduction targets will not hinder the long-term trend of electrification in Europe. Instead, it will promote sales of small electric vehicles [4]. - Investment recommendations include: - **Lithium Batteries**: Recommended companies include CATL, Yiwei Lithium Energy, and Xinwangda [4]. - **Lithium Materials**: Recommended companies include Hunan Youneng and Tianci Materials [4]. - **Lithium Battery Structural Components**: Recommended companies include Minglida and Minth Group [4]. - **Power/Drive Systems**: Recommended companies include Weimaisi and Fute Technology [4]. - **Automotive Safety Components**: Beneficiary companies include Zhongrong Electric and Zhejiang Rongtai [4]. - **Charging Stations and Modules**: Recommended companies include Youyou Green Energy and Tonghe Technology [4].

电力设备 2026 年 01 月 22 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -19% 0% 19% 38% 58% 77% 2025-01 2025-05 2025-09 2026-01 电力设备 沪深300 相关研究报告 《欧洲电动车销量月报（2025 年 11 月）：法国、意大利补贴落地后 BEV 高 速 增 长 — 行 业 点 评 报 告 》 -2025.12.25 《光伏拐点已现，储能大势所趋—行 业投资策略》-2025.12.8 《动储需求旺盛，产业链供需拐点已 至—锂电行业 2026 年度投资策略》 -2025.12.1 （2）英国： 2025 年英国 BEV 销量 47.3 万辆，同比+23.9%；PHEV 销量 22.5 万辆，同比 34.7%。英国已重启电车补贴（从 2025 年 7 月开始，持续至 2028-2029 财年），且面临 ZEV 考核目标的压力，带动电车销量持续提升。 （3）法国：法国社会租赁计划从 9 月 30 日起生效，Q4 法国电车销量同比明显 提速。2025 年法国 BEV 销量 32.6 万辆，同比+12.1%。其中 12 月 BEV 销量 4.2 ...

锂电池 分析师：牟国洪 登记编码：S0730513030002 mough@ccnew.com 021-50586980 新型储能产业链之河南概况（三） ——锂电池行业专题研究 证券研究报告-行业专题研究 强于大市(维持) 锂电池相对沪深 300 指数表现 相关报告 《锂电池行业月报：产业链价格总体上涨，板 块可关注》 2026-01-19 《锂电池行业月报：月度占比再创新高，板块 持续关注》 2025-12-15 《锂电池行业年度策略：政策高景气，储能超 预期》 2025-11-19 联系人：李智 投资要点： 风险提示：行业政策执行力度不及预期；行业竞争加剧；技术迭代较 快；国际贸易壁垒加剧。 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第1页 / 共40页 发布日期：2026 年 01 月 22 日 资料来源：中原证券研究所，聚源 电话： 0371-65585629 地址： 郑州郑东新区商务外环路10号18 楼 地址： 上海浦东新区世纪大道1788 号T1 座22 楼 ⚫ 新型储能产业概况。新型储能应用分为发电侧储能、输配电储能和 用户侧储能三大场景。截至 20 ...

Market Performance - On January 22, the A-share market experienced a morning surge followed by a pullback, with the three major indices closing in the green, and the ChiNext Index rising nearly 1% [1][6] - The ChiNext 50 ETF (159949) increased by 1.04%, closing at 1.558 yuan, with a turnover rate of 5.20% and a transaction volume of 1.299 billion yuan, ranking first among similar ETFs [1][6] Liquidity and Trading Data - As of January 22, the ChiNext 50 ETF (159949) recorded a cumulative transaction amount of 38.006 billion yuan over the last 20 trading days, with an average daily transaction amount of 1.900 billion yuan; since the beginning of the year, the cumulative transaction amount over 14 trading days was 27.332 billion yuan, with an average daily transaction amount of 1.952 billion yuan [2][7] - The circulating scale of the ChiNext 50 ETF was 24.900 billion yuan as of January 21, 2026 [2][7] Fund Holdings and Performance - The latest quarterly report indicates that the top ten holdings of the ChiNext 50 ETF (159949) showed mixed performance, including stocks like CATL, Zhongji Xuchuang, and Mindray Medical [3][8] - The fund manager noted that the fourth quarter saw a return to structural market trends, with significant divergence in the ChiNext, particularly in sectors like AI and new energy [10] Investment Outlook - The ChiNext 50 ETF is viewed as a convenient tool for long-term investors interested in China's technology growth sector, with a three-year return of 35.16%, outperforming its benchmark and ranking 526th among 1,633 similar products [5][11] - Recommendations for investors include adopting a dollar-cost averaging strategy or phased investment to smooth out short-term volatility while closely monitoring the performance of constituent stocks and relevant policy developments [5][11]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable amounts withdrawn from companies across different industries, suggesting a potential shift in investor sentiment and market dynamics [1][2][3] Group 1: Major Stocks with Capital Outflows - Sanhua Intelligent Control experienced a capital outflow of 1.402 billion, with a decline of 2.73% in stock price [2] - Tongfu Microelectronics saw a capital outflow of 1.309 billion, with a decrease of 1.55% [2] - Contemporary Amperex Technology reported a capital outflow of 1.143 billion, with a drop of 2.8% [2] - Zhaoyi Innovation also faced a capital outflow of 1.143 billion, with a decline of 1.93% [2] - Changdian Technology had a significant outflow of 861 million, with a sharp decrease of 6.25% [2] Group 2: Other Notable Stocks - Hunan Silver experienced a capital outflow of 836 million, but its stock price increased by 6.67% [2] - Huada Technology saw an outflow of 825 million, with a decline of 3.1% [2] - Yango Technology faced a capital outflow of 723 million, with a significant drop of 6.37% [2] - Sungrow Power Supply had an outflow of 720 million, with a decrease of 1.16% [2] - TBEA reported a capital outflow of 653 million, with a decline of 2.5% [2] Group 3: Additional Stocks with Capital Outflows - Baiwei Storage experienced a capital outflow of 588 million, with a slight decrease of 0.79% [2] - Nanda Optoelectronics saw an outflow of 577 million, with a decline of 4.25% [3] - Lens Technology faced a capital outflow of 565 million, with a decrease of 2.09% [3] - Zijin Mining reported an outflow of 556 million, with a decline of 2.31% [3] - EVE Energy experienced a capital outflow of 555 million, with a drop of 2.99% [3]

1月22日，亿纬锂能（维权）盘中下跌2.00%，截至10:30，报65.50元/股，成交18.53亿元，换手率 1.39%，总市值1358.55亿元。 分红方面，亿纬锂能A股上市后累计派现36.43亿元。近三年，累计派现28.66亿元。 机构持仓方面，截止2025年9月30日，亿纬锂能十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股4890.94万股，相比上期减少3237.98万股。易方达创业板ETF（159915）位居第四大流通 股东，持股2689.88万股，相比上期减少452.08万股。华泰柏瑞沪深300ETF（510300）位居第五大流通 股东，持股2088.43万股，相比上期减少96.14万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股1510.59万股，相比上期减少48.55万股。广发国证新能源车电池ETF（159755）位居第十大流 通股东，持股1377.24万股，为新进股东。广发科技先锋混合（008903）退出十大流通股东之列。 责任编辑：小浪快报 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 ...