Core Insights - The current supply tightness in the battery industry is prompting leading automotive companies to secure orders from top battery manufacturers, indicating a competitive landscape for battery procurement [3][4] - The domestic power battery installation volume reached 578.0 GWh from January to October, reflecting a year-on-year growth of 42.4% [4][6] - The upcoming adjustment in the new energy vehicle purchase tax policy is expected to influence battery demand, with companies implementing strategies to mitigate the impact [5][7] Industry Overview - The Chinese new energy vehicle market continues to grow rapidly, with production and sales reaching 1,301.5 million and 1,294.3 million units respectively from January to October, marking a year-on-year increase of 33.1% and 32.7% [6] - In October alone, the installation volume of domestic power batteries was 84.1 GWh, a month-on-month increase of 10.7% and a year-on-year increase of 42.1% [6] - The market is witnessing a structural competition between power batteries and energy storage batteries, with both sectors driving the growth of the battery industry [9][10] Company Strategies - Companies like Chery are implementing policies to ensure customers are not adversely affected by the upcoming tax changes, offering subsidies to cover potential tax increases [5] - Guoxuan High-Tech has reported a strong order volume and high capacity utilization, indicating confidence in continued growth [7] - Many battery manufacturers are diversifying into energy storage solutions, with companies like Funeng Technology developing innovative products to capture market share [9][10] Future Outlook - The global battery production capacity is projected to reach 7.5 TWh by 2030, with a demand of 5 TWh, suggesting a balanced supply-demand scenario [8] - The competition among second and third-tier battery manufacturers is intensifying, with differentiation and strong customer relationships becoming critical for sustainable growth [10]

Group 1 - The recent election of academicians highlights the importance of young scientists, with the youngest being Liu Ruochuan from Peking University, marking a trend towards recognizing younger talent in academia [1][3] - The election emphasizes the focus on emerging and interdisciplinary fields, such as quantum information physics and robotics, which are essential for addressing complex systemic issues in technology [1][3] - The inclusion of experts from private technology companies like BYD, CATL, and Jinfat Technology indicates a strong link between industry innovation and academic recognition, fostering a deeper integration of technological and industrial advancements [3] Group 2 - The election aims to support young scientists, strengthen the layout of frontier interdisciplinary fields, and reinforce the role of enterprises in technological innovation, responding to urgent needs in international technological competition [3] - The new academicians represent not only academic leaders but also the future direction of China's technology landscape, contributing to the country's goal of becoming a technology powerhouse [3]

Group 1 - The 2025 election of academicians by the Chinese Academy of Engineering has resulted in the selection of 71 new academicians, with a notable focus on individuals from industries such as new energy vehicles, power batteries, energy and mining, and information electronics [1] - The election highlights the emphasis on national strategic needs, selecting individuals who have been long-term contributors in research and engineering, particularly in key fields and emerging disciplines [1] - Notable selections include Wu Kai, Chief Scientist of CATL, and Lian Yubo, Chief Scientist of BYD, indicating a recognition of their contributions to technology and innovation in their respective companies [1][2] Group 2 - CATL has achieved significant breakthroughs in power battery technology and high-level manufacturing, with production capacity increasing from less than 70 GWh in 2020 to 676 GWh in 2024, marking a nearly tenfold increase [2] - Wu Kai has focused on key technologies for electric vehicle industrialization and has made major advancements in lithium battery chemistry, system integration, and large-scale manufacturing [2] - BYD's Lian Yubo has been recognized for his contributions to key systems and vehicle development in the new energy vehicle sector, aligning with BYD's philosophy of prioritizing technology and innovation [2] Group 3 - The successful election of technology leaders like Wu Kai and Lian Yubo reflects the positioning of enterprises as innovation主体, encouraging high-level talent to flow into the industry and enhancing technology transfer [3] - The "Promotion Law of Private Economy" in China supports private enterprises in participating in national technology projects, facilitating the transition of laboratory results to production lines [3]

Core Insights - The lithium battery industry is entering the TWh era in 2024, one year ahead of previous predictions [2] - The industry faces significant challenges, including a lack of true innovation and a focus on short-term profits rather than long-term quality [3][4] - A long-term approach is essential for high-quality development over the next 15 years [4] Group 1: Industry Characteristics and Responsibilities - Lithium batteries are part of the energy sector and must contribute to energy transition [6] - The demand for batteries is increasing due to the electrification of energy consumption and the rise of new energy vehicles, which have surpassed a 50% penetration rate in China [6][9] - Energy storage is crucial for grid stability, with electrochemical storage being the most economical and reliable option for short-duration needs [7] Group 2: Innovation and Technology - The lithium battery industry is technology-intensive, requiring continuous breakthroughs to expand development space [10] - The complexity of lithium battery technology is highlighted by the intricate interactions at the particle level within the battery [10][11] - There is a significant potential for innovation, but the industry suffers from severe homogenization and insufficient disruptive innovations [12][13] Group 3: Manufacturing and Profitability - The lithium battery sector is a manufacturing industry with inherent low-profit margins, especially in a competitive environment like China [14] - A reasonable profit expectation is necessary for sustainable growth, emphasizing quality and technological iteration [14][16] - Long-term reliability and lifecycle management are critical for maintaining competitiveness, as significant technological iterations occur within a 3 to 5-year cycle [16] Group 4: Industry Self-Regulation and Quality Development - The Chinese lithium battery industry has achieved a leading global position, but there is a need to focus on high-quality development [17] - Establishing strong industry self-regulation and adhering to long-termism is vital for building a respected and sustainable lithium battery sector [17]

Contemporary Amperex Technology (CATL) and EACON Mining Technology have partnered to transform electric autonomy in mining. The collaboration aims to deliver smart, safe and sustainable solutions for the mining industry, leveraging CATL’s advanced battery expertise and EACON’s capabilities in autonomous systems. It aims to address key mining challenges such as reducing environmental impact, enhancing safety and improving operational efficiency. CATL and EACON plan to scale electric autonomous haulage so ...

Core Insights - The election results for the 2025 Chinese Academy of Sciences and Chinese Academy of Engineering academicians were announced, with key figures from the new energy vehicle industry, including BYD's Lian Yubo and CATL's Wu Kai, being elected [2] - This marks the first time that technical leaders from the new energy vehicle supply chain have been recognized as academicians, breaking the previous trend of academicians coming primarily from universities and research institutions [2] Company Highlights - Wu Kai, as the chief scientist at CATL, has been instrumental in developing core products like the Kirin battery and the Shenzhou supercharging battery, which have set new benchmarks for energy density and charging speed in global power batteries [2] - Lian Yubo's career reflects a cross-disciplinary approach, having transitioned from aircraft manufacturing to leading the development of electric platforms at BYD, making him a key figure in the company's technology output [2][3] - Under Lian Yubo's leadership, BYD launched the world's first dual-mode electric vehicle, the F3DM, which achieved a significant range of 100 kilometers on electric power alone, establishing BYD's dominance in hybrid technology [3] Industry Trends - From 2020 to 2023, BYD's sales of plug-in hybrid vehicles surged from 48,000 to 1.43 million units, marking a growth of approximately 30 times, highlighting the increasing importance of hybrid technology in China's new energy vehicle sector [3][5] - The plug-in hybrid technology route is becoming a core competitive advantage for China's new energy vehicle industry in the global market, with data indicating that plug-in and hybrid models have become new growth points in exports [3][4] - The election of these two corporate academicians underscores the comprehensive technological breakthroughs across the Chinese new energy vehicle supply chain, from core components to vehicle manufacturing, aligning with global automotive industry transformation goals under the "dual carbon" initiative [5]

宁德时代11月21日大宗交易平台出现一笔成交，成交量0.80万股，成交金额296.00万元，大宗交易成交 价为370.00元。该笔交易的买卖双方均为机构专用席位。 | 成交量（万 | | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | --- | | 股） | | 元） | （元） | （%） | 部 | 部 | | 0.80 | 296.00 | | 370.00 | 0.00 | 机构专用 | 机构专用 | （文章来源：证券时报网） 证券时报·数据宝统计显示，宁德时代今日收盘价为370.00元，下跌2.48%，日换手率为0.74%，成交额 为118.51亿元，全天主力资金净流入8753.99万元，近5日该股累计下跌8.44%，近5日资金合计净流出 35.82亿元。 两融数据显示，该股最新融资余额为208.62亿元，近5日增加17.99亿元，增幅为9.44%。（数据宝） 11月21日宁德时代大宗交易一览 进一步统计，近3个月内该股累计发生65笔大宗交易，合计成交金额为42.73亿元。 ...

比亚迪首席科学家廉玉波 东方IC 【文/观察者网 潘昱辰 编辑/高莘】11月21日，中国科学院、中国工程院公布2025年院士增选结果，比 亚迪首席科学家、总工程师兼研究院院长廉玉波、宁德时代首席科学家吴凯均当选中国工程院院士。此 次增选分别选举产生中国科学院院士73人，中国工程院院士71人。 廉玉波出生于1964年4月，于1987年7月毕业于南京航空航天大学金属材料及热处理专业，获学士学位， 并被分配到江苏仪征汽车制造厂工作，后到中国汽车技术研究中心工作，曾任上汽集团仪征汽车公司副 总工程师 ；2000年加入上海同济同捷汽车设计公司，同年9月获南京大学高级工商管理专业硕士学位； 2004年2月加入比亚迪股份有限公司，历任比亚迪股份有限公司高级副总裁、汽车产业群总工程师； 2010年任深圳比亚迪戴姆勒新技术有限公司董事、首席执行官；2019年当选为中国汽车工程学会会士； 2020年获得世界汽车工程师学会联合会（FISITA）技术领导力会士；2023年任比亚迪首席科学家，辞 去副总裁职务，并继续担任公司汽车总工程师、汽车工程研究院院长职务；同年当选为中国电工技术学 会会士；2024年毕业于清华大学能源动力专业，获 ...

Group 1: Market Performance - The sodium-ion battery concept sector declined by 6.54%, ranking among the top losers in the market [1] - Major stocks within this sector, such as Weike Technology, Fangda Carbon, and Xiangtan Chemical, hit the daily limit down [1] - Other notable decliners included Haike Xinyuan, Honggong Technology, and Xingyuan Materials, which also experienced significant drops [1] Group 2: Capital Flow - The sodium-ion battery sector saw a net outflow of 10.037 billion yuan from main funds, with 118 stocks experiencing net outflows [2] - The stock with the highest net outflow was Huayou Cobalt, with a net outflow of 900 million yuan, followed by Tianci Materials and Xianlead Intelligent with net outflows of 778 million yuan and 583 million yuan, respectively [2] - Conversely, stocks like CATL, Tianji Shares, and Baichuan Shares saw net inflows of 87.54 million yuan, 85.65 million yuan, and 31.32 million yuan, respectively [2]

Core Insights - The election of BYD's executive vice president Lian Yubo and CATL's chief scientist Wu Kai as academicians of the Chinese Academy of Engineering marks a significant milestone, as it is the first time that leaders from the new energy vehicle industry have been recognized in this capacity, breaking the norm of previous academicians coming from universities and research institutions [1][4] Group 1: Key Figures and Achievements - Wu Kai is recognized for his foundational work on CATL's key products, such as the Kirin battery and the Shenzhou supercharging battery, which have set the technical limits for global power batteries in terms of energy density and charging speed [1] - Lian Yubo's career trajectory showcases a cross-disciplinary approach, having transitioned from aircraft manufacturing to leading the development of electric platforms at BYD, making him a pivotal figure in the company's technological output [1][3] Group 2: Technological Advancements - Under Lian Yubo's leadership, BYD launched the world's first dual-mode electric vehicle, the F3DM, which achieved a significant milestone in plug-in hybrid technology, offering a pure electric range of 100 kilometers, surpassing competitors like GM and Toyota [2][3] - The continuous iteration of BYD's DM technology has established it as a key identifier for the company, with plug-in hybrid vehicle sales skyrocketing from 48,000 units in 2020 to 1.43 million units in 2023, representing a growth of approximately 30 times [3] Group 3: Industry Impact - The election of these two academicians reflects the comprehensive technological breakthroughs across China's new energy vehicle industry, from core components to vehicle manufacturing, aligning with the global automotive industry's transformation towards carbon neutrality [4]