宁德时代（300750）(03750)发布公告，截至2026年1月31日，公司通过深圳证券交易所股票交易系统以 集中竞价交易方式累计回购公司A股股份1599.08万股，占公司同日A股总股本的0.3628%，最高成交价 为317.63元/股，最低成交价为231.50元/股，成交总金额为人民币43.86亿元(不含交易费用) ...

格隆汇2月3日丨宁德时代(03750.HK)公告，截至2026年1月31日，公司通过深圳证券交易所股票交易系 统以集中竞价交易方式累计回购公司A股股份15,990,782股，占公司同日A股总股本的0.3628%，最高成 交价为317.63元/股，最低成交价为231.50元/股，成交总金额为人民币4,385,504,687.90元(不含交易费 用)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列寧德時代新能源科技股份有限公司（「本公司」）於深圳證券交易所網站 （ http://www.szse.cn /）及巨潮資訊網( www.cninfo.com.cn )所發佈之《寧德時代新能 源科技股份有限公司關於回購公司A股股份的進展公告》，僅供參閱。 承董事會命 寧德時代新能源科技股份有限公司 董事長、執行董事兼總經理 曾毓群先生 Contemporary Amperex Technology Co., Limited 寧德時代新能源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：3750） 海外監管公告 關於回購公司A股股份的進展公告 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。 中國•寧德，二零二六年二月三日 於本公告日期，本公司董事會成員包括執 ...

Investment Rating - The report assigns an "Outperform" rating for the lithium battery industry [3]. Core Insights - Lithium carbonate prices have decreased, while the average price of energy storage cells continues to rise [1]. - In December 2025, domestic battery production reached 201.7 GWh, a year-on-year increase of approximately 62% and a month-on-month increase of about 14% [1]. - The production of lithium iron phosphate (LFP) cathode materials in December 2025 was 269,300 tons, reflecting a year-on-year growth of 32.48% [1]. - The utilization rate of production capacity for LFP cathode materials was 59.85% [1]. - The average price of industrial-grade lithium carbonate as of January 30, 2026, was 148,000 CNY/ton, with a weekly decrease of 11.90% [1]. - The average price of LFP (power type) was reported at 47,100 CNY/ton on January 9, 2026, an increase of 4.43% from January 4, 2026 [1]. - The average price of ternary power cells remained stable at 0.47 CNY/Wh as of January 30, 2026 [1]. - The monthly loading volume of LFP batteries in December 2025 was 79.8 GWh, a year-on-year increase of 30.82% [1]. - The export volume of Chinese power batteries in December 2025 was 19.0 GWh, a year-on-year increase of 47.29% [1]. Summary by Sections Production - In December 2025, the production of LFP cathode materials and batteries showed significant growth compared to the same period in 2024 [1]. Prices - The report highlights a decline in lithium carbonate prices and an increase in the prices of energy storage cells and systems [1]. Domestic Demand - The report notes a strong demand for both LFP and ternary power batteries, with record monthly loading volumes and new bidding capacities for energy storage projects [1]. Overseas Demand - The export of power batteries from China has increased significantly, indicating robust international demand for lithium batteries [1].

Macro Dynamics - The People's Bank of China (PBOC) Shanghai Headquarters emphasizes the need for reasonable growth in financing throughout the year, particularly in the first quarter, and balanced allocation of credit [2] - Beijing's financial system aims to enhance support for key areas such as expanding domestic demand, technological innovation, and small and micro enterprises, while also improving risk management and regulatory effectiveness [3] Financial Institutions - Ningbo Bank's vice president, Fu Wensheng, has received approval for his appointment from the Ningbo Financial Regulatory Bureau [6] Market Data - In January 2026, A-share new account openings reached 4.9158 million, a month-on-month increase of 89% and a year-on-year increase of 213% compared to January 2025 [5] - The Shenzhen Component Index rebounded over 2%, with more than 4,800 stocks in the market rising, while the Shanghai Composite Index and ChiNext Index also saw gains [8] - As of February 2, the total margin balance in the two markets decreased by 5.93 billion yuan [11] Company Dynamics - *ST Hengji received a court ruling for a performance compensation payment of 175 million yuan [12] - Beijing's first land auction of 2026 raised 8.56 billion yuan, with ByteDance acquiring a commercial financial service land in Haidian for 2.8 billion yuan [13] - Hongfu Han signed a contract worth 480 million yuan with Guangdong Quanxiang for the supply of robots and related products, which is expected to significantly impact the company's future performance [14] - Ningde Times has repurchased 15.9908 million A-shares for a total amount of 4.386 billion yuan as of January 31, 2026 [17] - Kweichow Moutai has repurchased 416,900 shares for a total payment of 571 million yuan as of the end of January 2026 [18]

智通财经APP讯，宁德时代(300750.SZ)公告，公司截至2026年1月31日以集中竞价交易方式累计回购公 司A股股份1599.08万股，占公司的0.3628%，成交总金额为43.86亿元(不含交易费用)。 ...

每经AI快讯，2月3日，宁德时代(300750.SZ)公告称，截至2026年1月31日，公司通过深圳证券交易所股 票交易系统以集中竞价交易方式累计回购公司A股股份1599.08万股，占公司同日A股总股本的 0.3628%，最高成交价为317.63元/股，最低成交价为231.50元/股，成交总金额为人民币43.86亿元（不含 交易费用）。 ...

华能澜沧江（昌都）水电有限公司所属行业为电力、热力生产和供应业，经营范围包含：许可项目：水力发电；供电业务；输电、供电、受电电力设施的 安装、维修和试验；发电业务、输电业务、供（配）电业务（依法须经批准的项目，经相关部门批准后方可开展经营活动）一般项目：太阳能发电技术服 务；风力发电技术服务；发电技术服务；储能技术服务；电气设备修理；新兴能源技术研发；电动汽车充电基础设施运营；合同能源管理；工程管理服 务；工程造价咨询业务；工程技术服务（规划管理、勘察、设计、监理除外）；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；工程 和技术研究和试验发展（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。企业当前经营状态为存续。 华能澜沧江上游水电有限公司、宁德时代新能源科技股份有限公司共同出资，前者出资42.72亿，持股89%；后者出资5.28亿，持股11%。 来源：企查查 企查查网站显示，2月2日，华能澜沧江（昌都）水电有限公司正式成立，注册资本为480000万元。 | 束點 | 华能澜沧江（昌都）水电有限公司 | 去认证 ▶ | 启信分：暂无评分 | 진 음유 | 图 报告 | ② 监控 | ...

Core Viewpoint - The company, Ningde Times, has announced a share buyback program, indicating a strategic move to enhance shareholder value through the repurchase of its own A-shares [1] Group 1: Share Buyback Details - The company has repurchased a total of 15.99 million A-shares, which accounts for 0.3628% of its total shares outstanding [1] - The total amount spent on the share buyback is 4.386 billion yuan, excluding transaction fees [1]

Industry Information - By 2028, Yunnan aims for its non-ferrous metal industry output to exceed 600 billion yuan, with new energy battery and phosphorus industries becoming new trillion-level industries [13] - As of January 2025, the number of new energy vehicles in China reached 43.97 million, accounting for 12.01% of total vehicles, with pure electric vehicles making up 68.74% of new energy vehicles [7] - Global production of lithium manganese phosphate is expected to reach 70,000 tons by 2026, up from 28,500 tons last year, reflecting a growth of 206.5% [8] - The global sales of pure electric vehicles are projected to exceed 12.1 million units by 2025, with BYD expected to surpass Tesla in sales [10] - The total number of electric vehicle charging facilities in China reached 20.09 million by the end of 2025, marking a 49.7% year-on-year increase [18] Policy Information - The Ministry of Transport announced that over 10,000 charging guns will be added in service areas in 2026, enhancing the convenience of charging for new energy vehicles [15] - A new mandatory national standard for automotive steering systems will be implemented starting July 1, 2026, which will clarify safety boundaries for new technologies [24] - Jiangsu Nanjing has launched a plan to build smart energy application scenarios, focusing on energy integration and digital transformation [25] Company Information - Li Auto's MEGA has achieved 30,000 deliveries [39] - Xiaopeng Motors has launched 1,000 mobile charging stations to assist with vehicle-to-vehicle charging during the Spring Festival [40] - NIO has opened its first national dealership in Hungary, marking a significant milestone in its European expansion [41] - BYD has signed an agreement to build an electric vehicle battery factory in Vietnam with a total investment of 130 million USD [41]