人民财讯11月24日电，宁德时代(300750)11月24日公告，公司股东黄世霖已完成询价转让4563.24万股， 占公司总股本的1.00%；询价转让的价格为376.12元/股，交易金额171.63亿元。本次权益变动后，黄世 霖及其一致行动人持股比例由10.29%下降至9.29%。截至本公告披露之日，上述询价转让已实施完毕。 转自：证券时报 ...

（编辑 郭之宸） 本报讯 （记者袁传玺）天眼查工商信息显示，近日，国能大渡河（丹巴）水电开发有限公司成立，注册资本36亿元，经营 范围含水力发电，发电业务、输电业务，建设工程施工等。股东信息显示，该公司由国电电力旗下国能大渡河流域水电开发有 限公司、四川铁能电力开发有限公司、宁德时代共同持股。 ...

信息披露义务人名称：黄世霖 住所：广东省东莞市南城区****** 宁德时代新能源科技股份有限公司 简式权益变动报告书 上市公司名称：宁德时代新能源科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：宁德时代 股票代码：300750 通讯地址：广东省东莞市南城区****** 权益变动性质：股份减少（询价转让） 签署日期：二〇二五年十一月 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 四、本次权益变动是根据本报告书所载明的资料进行的。除信息披露义务 人外，没有委托或者授权任何其他人提供未在本报告书中列载的信息和对本报 告书做出任何解释或者说明。 五、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗 漏，并对其真实性、准确性、完整性承担个别和连带的法律责任。 信息披露义务人声明 一、本报告书是依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《证券期货法律适用意见第 19 号——<上市公司收购 管理办法>第十三条、第十四条的适用意见》《公开发行证券的公司信息披露内 容与格式准则第 15 号 ...

中国国际金融股份有限公司 关于宁德时代新能源科技股份有限公司 股东向特定机构投资者询价转让股份的核查报告 一、本次询价转让概述 （一）本次询价转让出让方 截至2025年11月13日，出让方所持公司股份的数量、比例情况如下： | 出让方名称 | 截至2025年11月13日收盘持股数量（股） | 持股比例 | | --- | --- | --- | | 黄世霖 | 466,021,310 | 10.21% | （二）本次询价转让数量 本次拟询价转让股数上限为 45,632,363 股，受让方获配后，本次询价转让情况如 下： | 转让股东名称 | 转让股份数量（股） | 占总股本比例 | 占截至2025年11月13日收 盘所持股份比例 | 转让股份来源 | | --- | --- | --- | --- | --- | | 黄世霖 | 45,632,363 | 1.00% | 9.79% | 首发前股份 | （三）转让方式 出让方作为深圳证券交易所创业板上市公司宁德时代首发前股东，根据《指引第 16 号》有关规定以向特定机构投资者询价转让方式转让股份。 中国国际金融股份有限公司（以下简称"中金公司""组织券商"）受 ...

证券代码：300750 证券简称：宁德时代 公告编号：2025-090 宁德时代新能源科技股份有限公司 股东询价转让结果报告书暨持股 5%以上股东权益变动触及 5%整数倍的提示性公告 股东黄世霖保证向宁德时代新能源科技股份有限公司提供的信息内容不存 在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依 法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： （一）本次权益变动主体为宁德时代新能源科技股份有限公司（以下简称"宁 德时代"或"公司"）持股5%以上股东黄世霖先生（以下简称"出让方"）。 （二）出让方非公司控股股东、实际控制人，本次权益变动不会导致公司控 股股东、实际控制人发生变化，不会对公司治理结构及持续经营产生重大影响。 （三）本次询价转让为非公开转让，不通过集中竞价交易或大宗交易方式进 行，不属于通过二级市场减持，不触及要约收购。受让方通过询价转让受让的股 份，在受让后6个月内不得转让。 （四）出让方询价转让股份数量为45,632,363股，占公司总股本的1.00%；询 价转让的价格为376.12元/股，交易金额17,163,244 ...

Core Insights - Tesla and CATL have signed energy storage project collaborations totaling 3GWh [2] Group 1: Tesla Developments - Tesla secured a large energy storage project order of 600MWh [3] - Tesla signed a contract for 168 Megapack XL 2.0 battery storage systems for a 150MW/600MWh battery energy storage system, valued at approximately $170 million (about 1.206 billion RMB) [5] - In Q3, Tesla deployed 12.5GWh of energy storage, representing an 81% year-over-year increase, with cumulative shipments reaching 32.5GWh since 2025 [6] Group 2: CATL Developments - CATL signed a memorandum of understanding with Marubeni Corporation's subsidiary to jointly develop a 2.4GWh grid-level energy storage project in Japan [9] - CATL will provide battery systems and hold partial ownership of the power station, while Sun Village will handle project development and construction [10] - A strategic cooperation agreement was renewed with Haibos Creative, where Haibos will purchase a total of no less than 200GWh of battery cells from CATL between 2026 and 2035 [10]

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Qidian Golden Ding Award Ceremony aims to address industry challenges and showcase technological advancements in lithium batteries and energy storage solutions, while fostering collaboration among industry players [3][4]. Industry Developments - In early 2025, BMW announced the upcoming installation of large cylindrical batteries in 2026, prompting a surge in the industry to develop 46 series large cylindrical batteries [2]. - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussions on battery performance [2]. - Several companies have begun mass production of full-tab cylindrical batteries, which are expected to find applications in electric vehicles, power tools, and smart home devices due to their high rate and long lifespan advantages [2]. - Solid-state batteries continue to gain attention for their high safety and energy density, maintaining high interest levels in 2025 [2]. Storage Sector Insights - The cancellation of mandatory energy storage policies by the government has raised concerns about future demand for storage batteries [2]. - The 314Ah battery is gradually replacing the 280Ah as the mainstream cell, with companies like CATL and EVE Energy releasing cells with capacities exceeding 500Ah, indicating a trend towards larger capacity storage cells [2]. - The U.S. tariff policy imposed in 2025 has impacted the global energy storage industry [2]. Emerging Applications - The debut of humanoid robots at the Spring Festival Gala in early 2025 has spurred interest in batteries for humanoid robots, leading various battery companies to explore this new direction [2]. - New low-altitude economy policies are emerging, accelerating the development of the eVTOL (electric Vertical Take-Off and Landing) industry [2]. Material Innovations - The 9 series ultra-high nickel ternary cathodes are being widely adopted, while lithium manganese iron phosphate cathodes are being tested in commercial vehicles and two-wheeled vehicles [2]. - The application of silicon-based anodes in conjunction with full-tab technology is increasing [2]. Event Highlights - The event will feature over 2000 attendees and 60+ keynote speakers discussing core issues and technological breakthroughs in the lithium battery industry [5]. - The 10th Qidian Golden Ding Award will be held concurrently to recognize outstanding contributions to the lithium battery sector [5][9]. - The event will include nine specialized forums covering various topics, including cylindrical battery technology, soft-pack batteries, and new materials and processes [7][8]. Award Details - The Qidian Golden Ding Award aims to encourage innovation in the lithium battery industry and recognize companies that have made significant contributions [9]. - The award selection process includes initial assessments and final evaluations leading up to the award ceremony on December 19, 2025 [10].

据香港交易所披露，摩根大通（JPMorgan）对宁德时代新能源科技股份有限公司 - H股的多头持仓比例 于2025年11月18日从5.85%增至6.0%。 ...

Group 1: Market Activity - AI application stocks showed active performance today, with "Zhi De Mai" receiving purchases from three institutions totaling 57.48 million [1] - "Visual China" faced sell-offs from two institutions amounting to 79.92 million, along with significant sales from two frontline trading seats [1][15] - "Yi Dian Tian Xia" was sold off by one institution for 78.35 million, with additional sales from two frontline trading seats totaling 18.1 million [2][15] Group 2: Stock Trading Volume - The total trading volume for the Shanghai Stock Connect reached 1146.53 billion, while the Shenzhen Stock Connect totaled 1216.55 billion [3] - The top traded stocks on the Shanghai Stock Connect included "Industrial Fulian" at 34.19 billion, followed by "Kweichow Moutai" at 16.77 billion [4] - On the Shenzhen Stock Connect, "Zhongji Xuchuang" led with 47.87 billion, followed by "Ningde Times" at 34.51 billion [5] Group 3: Sector Performance - Sectors such as military industry, AI applications, and commercial aerospace saw significant gains, while energy metals, Hainan, and gas sectors experienced declines [6] - The military industry sector had a net inflow of 50.72 billion, marking a net inflow rate of 5.31% [7] - The electronics sector led in net outflows, with a total of -67.82 billion, reflecting a net outflow rate of -2.61% [8] Group 4: Individual Stock Fund Flow - "BlueFocus" topped the net inflow list with 13.02 billion, followed by "Yiling" at 9.85 billion [9] - Conversely, "Industrial Fulian" led the net outflow with -26.94 billion, followed by "Xin Yi Pan" at -12.06 billion [10] Group 5: ETF Trading - The top ten ETFs by trading volume included "Zha Gang Securities ETF" at 74.282 billion, with a decrease of 12.56% from the previous trading day [11] - The "Real Estate ETF" saw a significant increase in trading volume, up 161.34% to 7.3597 billion [11] Group 6: Futures Market - In the futures market, all four major index contracts (IH, IF, IC, IM) saw a reduction in positions, with IM experiencing the most significant decrease in short positions [13]

据 香港交易所 披露， 摩根大通 对 宁德时代 新能源 科技股份有限公司- H股的多头持仓比例于2025年 11月18日从5.85%增至6.0%。 ...