两融数据显示，该股最新融资余额为225.87亿元，近5日增加7.66亿元，增幅为3.51%。 宁德时代1月15日大宗交易平台共发生2笔成交，合计成交量6.70万股，成交金额2236.93万元。以折溢价 进行统计，今日有1笔为折价交易，折价率最高达19.94%。从参与大宗交易营业部来看，机构专用席位 共出现在1笔成交的买方或卖方营业部中，合计成交金额为1705.08万元。 进一步统计，近3个月内该股累计发生31笔大宗交易，合计成交金额为79.54亿元。 证券时报·数据宝统计显示，宁德时代今日收盘价为353.75元，下跌0.06%，日换手率为0.76%，成交额 为114.74亿元，全天主力资金净流出5.37亿元，近5日该股累计下跌4.19%，近5日资金合计净流出33.06 亿元。 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 4.82 | 1705.08 | 353.75 | 0.00 ...

格隆汇1月15日｜龙蟠科技(603906.SH)公告称，为实现本公司新能源业务的持续稳健发展，满足本公司 日常经营需要，公司与宁德时代新能源科技股份有限公司（简称"宁德时代"）签署了《持续关连交易协 议（采购）》。协议约定，2026会计年度，宁德时代（含其附属公司及其参股30%以上公司，下同）向 公司及公司附属公司支付的交易金额上限将不得超过公司根据《香港联合交易所有限公司证券上市规 则》（以下简称"《香港上市规则》"）于香港联合交易所有限公司网站不时披露的金额。公司预计2026 年，宁德时代将与公司发生不超过70亿元的采购交易。 ...

Core Viewpoint - Longpan Technology announced several key resolutions from the 49th meeting of its fourth board of directors, including significant agreements and changes in funding allocation [1] Group 1: Agreements and Transactions - The company has signed a "Continuous Related Transaction Agreement (Procurement)" with CATL, expecting procurement transactions to not exceed 7 billion yuan by 2026, which constitutes a continuous related transaction [1] Group 2: Fund Allocation Changes - The company agreed to change the use of funds raised from H-shares, reallocating the originally planned 198 million Hong Kong dollars for a new lithium iron phosphate production line in Xiangyang, Hubei, entirely to the high-performance lithium battery cathode material project in Jintan, Jiangsu. This resolution is subject to shareholder meeting approval [1] Group 3: Shareholder Meeting - The company has proposed to convene a temporary shareholder meeting, granting the chairman the authority to decide on the meeting's timing [1]

Core Insights - The energy storage sector in China is experiencing a significant transformation, driven by major state-owned enterprises investing heavily to establish a dominant industry presence [1][2] - In just one year, 392 new energy storage companies have been registered, with a total registered capital exceeding 50 billion, indicating a strategic push to reshape China's energy landscape [1][3] Group 1: Industry Dynamics - Major state-owned enterprises, referred to as the "national team," are rapidly entering the energy storage market, with the State Grid alone establishing 54 subsidiaries within a year [2] - The integration of energy storage with existing energy sources, such as coal, wind, and solar, is becoming a key strategy for companies like China Energy Group and China General Nuclear Power Group [2] - The collaboration between traditional energy giants like China National Petroleum Corporation and battery leader CATL signifies a shift towards energy storage as a core competency for all energy companies [2] Group 2: Investment Trends - The geographical distribution of the newly registered companies reveals a strategic focus on regions with high energy demand and renewable energy potential, such as Hebei, Xinjiang, and Shandong [3] - Companies are employing different capital strategies, with some investing heavily (e.g., China Coal Group's nearly 840 million registered capital) while others opt for lighter, quicker setups with only 1 million registered capital to establish local operations [4][5] - The rapid establishment of these companies reflects a tactical approach to secure market positions and build local partnerships, indicating a shift towards large-scale commercialization of energy storage [5]

Core Viewpoint - The company plans to introduce CATL as a strategic investor through a private placement of 233 million shares, aiming to raise a total of 3.175 billion yuan for five key projects [1][2] Group 1: Strategic Investment and Fundraising - The company will issue 233 million shares to CATL, expecting to raise 3.175 billion yuan, with net proceeds focused on five core projects [1] - The five projects include a 500,000-ton high-end lithium iron phosphate project for energy storage, key components for electric drive systems in new energy vehicles, robotic integration projects, intelligent chassis control systems, and power systems for low-altitude aircraft [1] Group 2: Adjustment of Cooperation Model - The company is adjusting its cooperation model from project-level equity cooperation to a comprehensive strategic partnership at the listed company level due to the introduction of CATL [1] - The board of directors has approved the termination of a major asset restructuring plan related to the subsidiary Jiangxi Shenghua, indicating a shift in strategy [1] Group 3: Strategic Significance of the Partnership - The partnership with CATL is expected to enhance the company's competitive advantage in high-density lithium iron phosphate production and improve profitability [2] - The collaboration will deepen the synergy in the supply chain, leveraging CATL's resources to accelerate market expansion in emerging sectors such as electric drive systems, energy storage, robotics, and low-altitude economy [2] - CATL will assist the company in future investments, mergers, and ecosystem collaborations to achieve rapid business growth and enhance overall value [2]

Domestic News - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State Administration for Market Regulation held a meeting to regulate the competitive order in the new energy vehicle industry, emphasizing innovation and quality while resisting price wars [2] - The General Administration of Customs predicts that lithium battery exports will grow by 26.2% by 2025, with total exports reaching 26.99 trillion yuan, a 6.1% increase year-on-year [3] - Shanghai plans to achieve large-scale implementation of high-level autonomous driving applications by 2027, aiming to create a globally leading intelligent connected vehicle industry cluster [4] - Sichuan province is advancing the recycling and utilization of used power batteries from new energy vehicles, establishing a standardized and efficient recycling system [5] - Changan Automobile and CATL signed a memorandum to deepen their strategic partnership, focusing on joint branding, technology, and market expansion [7] - Zeekr has received authorization for a new patent related to vehicle turning in place, enhancing its technological capabilities [8] - Dongfeng Fengshen plans to launch eight new and upgraded models over the next three years, with a reported sales increase of 37% in 2025 [9] - Xiaomi's Lei Jun announced the progress of the winter high-speed long-distance testing of the YU7 model, focusing on smart driving and endurance [10] International News - A consulting firm predicts that global electric vehicle sales will exceed 20 million units by 2025, with a 20% increase in registrations, and China's market expected to grow by 17% [11] - Honda will update its "H" logo for new electric and hybrid models, with the first vehicles featuring the new logo expected to launch in 2027 [12] - Lucid Motors plans to start vehicle production in Saudi Arabia by the end of this year, with a goal of reaching an annual production capacity of 150,000 vehicles by 2029 [13] - Russia's passenger car sales are projected to decline by 15.6% in 2025, falling to 1.326 million units [14] Commercial Vehicles - Shanghai has issued the "Mosu Zhixing" action plan to promote the application of unmanned logistics vehicles, focusing on innovative and high-tech operational models [16] - Times Automotive has introduced a dual subsidy scheme in response to national policies, aimed at supporting the replacement of old vehicles and promoting green travel [17][18] - Zhengzhou Nissan officially launched the new pickup model, Jin Ruiqi, with a starting price of 86,800 yuan [19] - JAC's high-end light truck has successfully rolled off the assembly line in Algeria, marking a significant milestone in local production [20]

2025年年末至2026年年初，以磷酸铁锂为代表的锂电行业，上下游正进行一场轰轰烈烈的"大博弈"。 一方面，铁锂厂商整体亏损近三年，涨价欲望强烈；另一方面，电池厂商下游储能等行业价格也持续走 低。 1月13日，容百科技与宁德时代超1200亿元的采购合作协议引得整个市场热议，这或将成为磷酸铁锂行 业有史以来最大的订单。不过，该事项很快受到上交所问询。上交所要求容百科技全面自查，并完整披 露关于上述协议的全部重要内容。 此举或标志着宁德时代"控盘"磷酸铁锂的计划暂时受挫，后续其与上游磷酸铁锂厂商之间的博弈如何演 绎，值得持续关注。 磷酸铁锂"大博弈" 2025年年末，磷酸铁锂正极厂商集体停产检修，在锂电行业掀起波澜。湖南裕能、万润新能、德方纳 米、安达科技、龙蟠科技等主要磷酸铁锂正极厂商纷纷发布公告，表示将部分产能停产检修。 这被业界视为磷酸铁锂厂商"抱团取暖"，以集体停产检修向下游电池厂商施压，从而提高加工费。 这场行动似乎取得了成功。2026年年初，鑫椤资讯称，加工费方面，除了个别大客户还在持续谈判中， 其他客户基本全部接受了部分供应商加工费提涨1000元/吨的要求。 然而，宁德时代的反击很快到来。 1月13 ...

彭博社认为造成这种反差的原因之一，是全球秩序正在发生的深远改变。彭博社称，在国际经济层面，美国政府去年持续滥用关税对供应链造 成的冲击，改变了资本在全球的流动方向。 "在美国不断试图吸引投资与制造业回流本土之际，中国企业正在对外输出资本与制成品的同时，也在海外播撒下未来就业、生产力与创新发 展的种子"，该媒体写道。 近日，美国彭博社刊登了一篇分析文章。通过对比美国和中国在欧洲等地的投资变化，这家美国媒体认为，一个变化，正在中美之间显现。 这篇文章以美国福特汽车公司和中国的宁德时代公司在德国的工厂为切入点。 在谈到福特时，彭博社表示，早在1931年就来到德国科隆设厂的美国福特汽车，曾是美国给全世界提供资本和就业机会的象征之一，可这个象 征如今却"摇摇欲坠"——因为福特不仅在去年从这个工厂裁掉了1000人，占到了员工总数的四分之一，而且还宣布在今年1月将生产线的工时 改为单班制。同时，对欧洲市场进行战略收缩的福特，关停了在德国的另一座工厂，且仅在欧洲大陆保留少数几款车型供应。 可在距离福特工厂4小时车程的阿恩施塔特市，中国企业宁德时代的工厂却是一番"完全不同的景象"。 "这家耗资20亿美元、建于两年前的工厂，目前 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 2026年1月15日，据上海证券交易所（以下简称"上交所"）官网及容百科技（股票代码：688005）官方公告信息，宁波容百新能源科技股份有 限公司于2026年1月13日晚间发布《关于与宁德时代签署日常经营重大合同的公告》（公告编号：2026-002），披露其与宁德时代新能源科技 股份有限公司（以下简称"宁德时代"）达成一项长期采购合作。 根据该公告，双方约定自2026年第一季度起至2031年，容百科技将向宁德时代供应磷酸铁锂正极材料，预计总供应量约为305万吨。按当前市 场价格测算，合同总金额超过1200亿元人民币。公司强调，该协议属于日常经营范畴，不构成关联交易，亦无需提交股东大会审议，已履行内部 审批程序。 公告指出，此次合作基于容百科技在磷酸铁锂材料领域的新工艺技术突破，其产品在压实密度、首效及铁溶出率等关键性能指标上具备行业领先 优势。公司表示，相关技术可显著降低生产成本与能耗，并实现绿色制造。此举标志着容百科技在原有三元正极材料业务基础上，正式大规模切 入磷酸铁锂赛道。 然而，该公告发布后迅速引发市场高度关注 ...

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies that have made significant contributions to ESG (Environmental, Social, and Governance) practices, promoting sustainable development in China [1][4]. Group 1: ESG Services and Initiatives - Sina Finance ESG Rating Center offers 14 ESG services, including information, reports, training, and consulting, to help listed companies promote ESG concepts and enhance their sustainable development performance [1][4]. - In 2025, many quality enterprises in China are actively practicing their responsibilities in environmental, social, and governance areas, while domestic financial institutions are steadily advancing in ESG responsible investment [1][4]. Group 2: Award Selection and Winners - The 2025 China Enterprise ESG "Golden Responsibility Award" attracted over 5,000 participating companies since its launch in November, with winners selected based on comprehensive ESG performance, professional scoring, and online voting results [1][5]. - The winners of the 2025 China Enterprise ESG "Golden Responsibility Award" for the Annual Sustainable Development Award include China General Nuclear Power, Sungrow Power Supply, Kweichow Moutai, CATL, Zijin Mining, Hikvision, Yili, Baosteel, Chint Electric, and China Mobile [2][5]. Group 3: ESG Rating Center Overview - The Sina Finance ESG Rating Center is the first Chinese ESG professional information and rating aggregation platform, dedicated to promoting sustainable development and responsible investment [3][6]. - The center aims to establish ESG evaluation standards suitable for China's characteristics and enhance corporate ratings, while also launching multiple ESG innovation indices for investors [3][6].