宁德时代 [300750] ：公司在宜春项目采矿许可证8月9日到期后已暂停了开采作业，正按相关规定尽快 办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影响不大。 【投资者问】集团会否相应"反内卷"号召，避免碳酸锂杀低价，提价稳价销售锂价？新增4万吨何时投 入运营？ 传闻纷飞，严谨求证， 掌握权威、真实的声音。 上周末，市场有传言称宁德时代枧下窝矿区采矿端于8月9日停产。自8月10日起，该矿山采矿端就不开 展工作，且短期内没有复产计划。据媒体报道，7月中旬，江西宜春市自然资源局要求8家涉锂矿山企业 在9月底前完成储量核实报告编制，其中宁德时代旗下宜春时代新能源矿业有限公司在8家涉锂矿山企业 之列，其采矿权开始于2022年8月9日，于今年8月9日到期。 8月11日一早，宁德时代在互动平台回复投资者提问表示，公司在宜春项目采矿许可证8月9日到期后已 暂停了开采作业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公 司整体经营影响不大。 8月11日A股开市前，国内碳酸锂期货开盘已强势涨停，A股相关锂矿概念股也大幅上涨。锂矿价格的上 涨，会对其生产企业及上下游厂商带来哪些 ...

Core Viewpoint - The article discusses the results of a large-scale centralized procurement project for energy storage battery cells by China Electrical Equipment Group Co., Ltd, highlighting the successful bids and the overall procurement capacity of 7.248 GWh [2][4]. Summary by Sections Procurement Results - The procurement project included six packages with a total of 7.248 GWh of energy storage battery cells. Specific details include: - Package 1 (50Ah): 16 MWh, failed to attract bids - Package 2 (100Ah): 32 MWh, failed to attract bids - Package 3 (314Ah): 2,920 MWh, won by Chuangneng New Energy - Package 4 (314Ah): 2,180 MWh, won by Trina Storage - Package 5 (314Ah): 1,400 MWh, won by Haicheng Storage - Package 6 (314Ah): 700 MWh, won by Guoxuan High-Tech [2][5]. Additional Bidding Information - Four packages did not specify exact scales, with the following suppliers qualifying: - Package 7: failed to attract bids - Package 8: failed to attract bids - Package 9: Ningde Times, Yiwei Lithium Energy, Zhongchuang Innovation, and Lishen Battery qualified - Package 10: 11 suppliers including Chuangneng New Energy, Ningde Times, Haicheng Storage, and others qualified [3][6]. Procurement Scale - The total procurement quantity is 73,656,004 units, with an expected procurement capacity of 7,248 MWh. The procurement is divided into four sections with battery cell specifications of 50Ah, 100Ah, 280Ah, and 314Ah [3].

Jinhua, China, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Kandi Technologies Group, Inc. (the “Company” or “Kandi Technologies”) (NASDAQ GS: KNDI), long renowned as a leader in all-electric personal transportation and utility vehicles, today announced that its wholly-owned subsidiary, China Battery Exchange (Zhejiang) Technology Co., Ltd. (“China Battery Exchange”) has entered into a “Framework Procurement Contract” (the “Agreement”) with Contemporary Amperex Technology Co., Ltd. (“CATL”) (300750.SZ), a global leade ...

Core Viewpoint - The A-share market has shown a strong performance recently, with the financing balance exceeding 2 trillion yuan for the first time since July 2015, reaching 20,122 billion yuan as of August 11, 2023, indicating a significant increase in market activity and investor confidence [2][6]. Financing Overview - As of August 11, 2023, the financing balance in the A-share market reached 20,122 billion yuan, marking a 168.41 billion yuan increase from the previous trading day [2][6]. - The financing balance peaked at 22,666 billion yuan on June 18, 2015, with the current level being 88.8% of that historical high [6][7]. - The financing balance as a percentage of the circulating market value has decreased from 4.26% in June 2015 to 2.29% in August 2023 [7]. Market Performance - Since July 1, 2023, the A-share market has seen a cumulative increase of 5.9%, while the Shenzhen Component Index has risen by 7.9% [9]. - Over the same period, the net inflow of financing has reached 174 billion yuan across 30 trading days, with 30 out of 31 sectors experiencing net financing inflows [10]. Sector Analysis - The electronics sector led the financing net inflow with a total of 211.44 billion yuan, followed by the pharmaceutical and biological sector with 207.58 billion yuan [11][12]. - Other notable sectors with significant net inflows include electric equipment, machinery, non-ferrous metals, and computing [10][11]. Individual Stock Highlights - A total of 2,453 stocks have experienced net financing inflows since July 1, 2023, with 13 stocks seeing net inflows exceeding 1 billion yuan [13]. - The top stock by net financing inflow is Northern Rare Earth, with an inflow of 30.75 billion yuan, followed by New Yisheng and Shenghong Technology [15][16].

交银国际研究 行业更新 电池行业月报 2025 年 8 月 12 日 7 月电池装车量增速放缓；关税维持暂缓，预计 8 月电池出口维持增势 估值概要 | 公司名称 | 股票代码 | 评级 | 目标价 | 收盘价 | | -----每股盈利----- | ----市盈率---- | | | ----市账率---- 股息率 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | FY25E | | | FY26E FY25E FY26E FY25E FY26E | | | FY25E | | | | | | (当地货币) (当地货币) (报表货币) (报表货币) | | | (倍) | (倍) | (倍) | (倍) | (%) | | 宁德时代 | 300750 CH | 买入 | 314.11 | 263.66 | 14.358 | 15.517 | 18.4 | 17.0 | 3.92 | 3.32 | NA | | 亿纬锂能 | 300014 CH | 买入 | 56.51 | 46 ...

Core Viewpoint - The article discusses the recent developments in the lithium market, particularly focusing on the impact of mining permit expirations and potential supply disruptions on lithium carbonate prices [4][5]. Group 1: Market Developments - On August 11, energy metals surged, with lithium mining stocks leading the gains, including companies like Shengxin Lithium Energy, Tianqi Lithium, and Ganfeng Lithium hitting the daily limit [4]. - Ningde Times announced that it has suspended mining operations at its Yichun project due to the expiration of its mining permit on August 9, and is in the process of renewing the permit [4]. Group 2: Supply and Demand Dynamics - There are concerns regarding eight lithium mining companies in Jiangxi that need to complete their resource verification reports by the end of September, which has been affecting lithium carbonate price trends [4]. - Analysts believe that the suspension of operations could positively impact the supply-demand balance in the lithium carbonate industry, with estimates suggesting a potential monthly impact of 7,000 to 8,000 tons of lithium carbonate equivalent due to permit approval delays [4]. Group 3: Price Expectations - Despite the potential for price increases due to supply disruptions, some analysts argue that the overall market remains oversupplied, and a significant price reversal may take time [5]. - Historical data indicates that when the Yichun mining area was previously suspended in January 2025, lithium carbonate prices ranged between 75,000 to 80,000 yuan per ton, driven by strong demand expectations [4].

年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） "危机感主要来自'卷'。" 在近期的媒体采访中，宁德时代董事长曾毓群直言不讳地指出，当前锂电行业愈演愈烈的"内卷"，正是他作为企业家最深切的忧虑源头。 过去十几年，锂电行业乘着新能源浪潮实现爆发式增长，一度成为资本眼中"站在风口上的猪"。 但狂飙之下，隐患渐显：产能盲目扩张、价格信号失灵、技术同质化严重、市场结构扭曲……这些问题交织发酵，让锂电行业深陷内卷漩涡。 面对这一困局，国家层面的整治力度持续加码，政策推进层次清晰。 2024年，中央政治局会议、经济工作会议先后将行业恶性竞争纳入治理框架；2025年政府工作报告进一步强调整治方向，中央财经委员会会议更明 确指向低价无序竞争，要求推动落后产能 ...

2025.08.12 本 文字数：2519，阅读时长大约4分钟 作者 | 第一财经 肖逸思 "充分认识'内卷式'竞争的危害，响应中央综合整治'内卷式'竞争的部署。"8月7日，江西宜春，中国有 色金属工业协会党委常委段德炳在该协会锂业分会一次会议上说的一句话，拉开了这场锂矿风暴的序 幕。 在得知"反内卷"信号后，市场便很快出现了宁德时代江西宜春锂矿因矿证到期即将停产的"小作文"。 得到风声的热钱蜂拥而至，碳酸锂主力期货合约8月7日大涨5.36%，8月8日逼近涨停，涨7.73%。 宁德时代锂矿停产的消息在周末持续发酵。8月9日，期货日报从市场各方交叉求证获悉，宁德时代枧下 窝矿区采矿端确认停产。另外，彭博社援引知情人士称，宁德时代锂矿将暂停至少3个月。 周一开盘前，市场消息靴子落地，宁德时代在回应投资者提问时确认其宜春项目采矿许可证8月9日到期 后已暂停了开采作业。市场情绪彻底被点燃，碳酸锂主力期货合约开盘一字涨停，多个锂矿股涨停，包 括"锂电双雄"天齐锂业和赣锋锂业。 截至8月12日收盘，碳酸锂主力期货合约报价82520元/吨，上涨2%。从8月7日起至8月12日的4个交易 日，碳酸锂主力期货合约价格累计上涨18 ...

Core Viewpoint - The article discusses the impact of the "anti-involution" signal on the lithium mining industry, particularly focusing on the suspension of operations at Ningde Times' lithium mine in Yichun, which has led to significant fluctuations in lithium carbonate futures prices [3][10]. Group 1: Market Reactions - Following the announcement of the "anti-involution" signal, the market reacted swiftly, with lithium carbonate futures rising by 5.36% on August 7 and nearly hitting the limit up with a 7.73% increase on August 8 [5]. - By August 12, the main futures contract for lithium carbonate closed at 82,520 yuan/ton, marking an 18.5% increase over four trading days [5][11]. - The market sentiment was further fueled by the confirmation of the suspension of mining operations at Ningde Times' Yichun project due to the expiration of its mining license [5][8]. Group 2: Industry Context - The initial trigger for this market movement was a notification from the Yichun Natural Resources Bureau on July 7, requiring eight lithium mining companies to complete resource verification reports by September 30 [6][7]. - The eight mining companies include several publicly listed firms, with Ningde Times' situation being viewed as a critical factor in the ongoing market dynamics [8][9]. Group 3: Future Outlook - The core point of contention in the market will be whether the eight involved mining companies can submit their resource reports on time and the subsequent review process [13]. - If Ningde Times' mine resumes operations after three months and the other seven mines remain unaffected, the total impact on lithium supply could be limited to approximately 30,000 to 35,000 tons [14]. - Conversely, if all eight mines face shutdowns due to license issues, the monthly output could decrease by 15,000 to 16,000 tons, significantly affecting the market supply and potentially driving prices above 100,000 yuan/ton [15].

为比亚迪、宁德时代供货，江西宜春冲出一家锂矿IPO，豪募31亿！ 原创 阅读全文 格隆汇新股 ...