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 ...

以下文章来源于思想钢印 ，作者思想钢印 思想钢印 . 雪球2020年度十大影响力用户，私募基金经理 ↑点击上面图片 加雪球核心交流群 ↑ 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 思想钢印9999 来源：雪球 01 投资必阙 孙子兵法有个说法叫"围城必阙"，阙，缺口，攻城围住敌人的城池，一定要留下一个逃命的缺口，以防止敌军拼死抵抗。 研究股票也要"围城必阙"，有些人在选股中有"完美主义"的倾向，又要行业空间大、竞争格局好，又要下游需求向上，价格还又不能贵，这样的公 司要么不存在，要么你根本研究不到那个深度，要么是个造假公司。 研究中的"投资必阙"，就是要对投资机会的某一方面宽容，并有恰当的投资方法包容这个"研究缺口"。 我介绍过"风格的不可能三角形"，即，任何股票投资方法，都是在"确定性、景气性和估值"中进行取舍。 "确定性"是指从"商业模式、竞争格局和行业空间"等维度判断公司未来继续保持增长的可能性；"景气度"是判断公司当前经营状况的指标，包括行 业供需关系、公司产能提升或产品接受度，还包括大客户或者其他引发当期业绩大增的因素，等等。 "确定性、景气性和估 ...

3、宁德时代底盘公司即将完成首轮外部融资,1 亿元起投,融资规模达 20亿,参与者 多为大国资 12、海关总署:今年前 7个月我国汽车出口额 5134.6 亿元 增长 10.9% 政策信息 点击蓝字 关注我们 目 录 行业信息 1、2025 上半年全球动力电池市场：宁德时代市占率 37.9% 居首,韩国厂商份额下滑 2、神州租车与宁德时代、时代电服、招银金租签署全面战略合作协议 1、机械工业联合会: 近期工信部即将印发机械、汽车、电力装备等行业稳增长工作方 E 2、山东:逐步稳妥推广应用辅助驾驶 3、新疆阿克苏市发展和改革委员会发布《关于进一步优化阿克苏市新能源充电基础设 施审批和管理的实施方案（征求意见稿）》 使用 指引(试行)》的通知。 レキットパートリーナーバナイナー、アナイトーン 4、今年上半年新能源汽车市场渗透率创同期历史新高 5、小马智行启动上海浦东自动驾驶出行服务 6、华为公布车辆紧急避障专利:可提升响应速率和成功率 7、成都:2025年上半年新能源汽车产量同比增长 352% 8、文远知行增资至 35 亿人民币 9、华为车辆编队专利公布,可提高智能驾驶安全性 10、宁德时代在北京投资成立新能源科 ...

点 击 蓝 字 关 注 我 们 本文全文共 3703 字，阅读全文约需 12 分钟 目录 国内新闻 1.7月我国动力电池装车量为55.9GWh 2.动力锂电池运输新国标将于明年2月实施 3.广汽埃安拟对华望汽车进行不超过30%股权投资 4.奇瑞旗下欧萌达、Jaecoo品牌进军伊拉克市场 5.岚图旗舰SUV将搭载华为ADS Ultra 四激光雷达智驾方案 6.余承东:尊界S800首次实现六域融合技术 7.特斯拉陶琳:认真对待电池回收 提取90%废料投入新电池生产 8.斑马智行关联公司增资至约32亿 增幅约13% 国外新闻 1.美国7月电动汽车销量大幅增长 2. 比亚迪电动重卡入驻海螺水泥供应链体系 3. 一汽解放鹰途大马力新品上市 4. 江铃汽车携手宁德时代 引领换电新时代 2.日本7月销量同比下降3.6% 3.意大利批准近7亿美元补贴以推动电动车销售 4.福特计划投资50亿美元用于电动汽车 商用车 1. 福田图雅诺X5 HEV迎来上市 国内新闻 1 7月我国动力电池装车量为55.9GWh 时间:2025.8.12 来源:财联社 中国汽车动力电池产业创新联盟8月11日发布的动力电池月度信息显示，7月份我国动力和 ...

8月12日，中国有色金属工业协会锂业分会向锂产业链相关企业发出倡议：抵制"内卷式"恶性竞争，加强上 下游协同，维护产业安全。 受宁德时代宜春项目采矿证到期暂停开采影响，伴随8月12日锂业分会发布的新倡议，碳酸锂期货价格连续大 幅上涨，主力合约两日累计涨幅一度近18%，直逼9万元/吨，创2024年7月份以来新高点。 锂业分会倡议抵制"内卷式"竞争 8月12日，中国有色金属工业协会锂业分会向锂产业链相关企业发出倡议：抵制"内卷式"恶性竞争，加强上下 游协同，维护产业安全。秉持产业命运共同体发展理念，坚持市场公平竞争原则，坚决抵制无序竞争、垄断市 场、虚假宣传等行为。 积极研判市场发展趋势，合理布局新建产能。提升产业链上下游战略合作层次与协同发展水平，增强信息透明 度减少沟通壁垒。通过签订长期合作协议等方式稳定市场供应，推动布局优化与产业链协同,保障产业链供应 链循环畅通，维护行业良性发展环境。让我们携手共进，积极践行上述倡议，以实际行动抵制"内卷式"恶性竞 争，共同营造公平公正、平稳有序的市场环境，推动我国锂产业迈向高端化、智能化、可持续的高质量发展新 阶段。 百万用户都在看 突发！超10万人爆仓，发生了什么？ ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for selected companies within the electric power equipment and new energy sector [3]. Core Insights - The photovoltaic sector is experiencing demand front-loading, with supply-side reforms needing close observation. The report emphasizes that significant demand growth is essential for market expansion, but limited absorption capacity and mismatched demand in overseas markets complicate the situation. Policy intervention is deemed crucial for the industry's recovery [1][13]. - In the energy storage segment, demand remains robust, but market dynamics are shifting. The report expresses optimism about large-scale storage despite concerns that it may follow the path of photovoltaics. The focus is on high-quality products and integrated service solutions, with expectations for profit margins to stabilize around 20-25% [2][7]. - The lithium battery sector faces challenges due to weak pricing power in the materials segment, driven by supply-demand imbalances. The report notes that the industry's effective capacity utilization is projected to hover around 60-65%, with leading battery manufacturers exerting significant influence over pricing and production cycles [6][12]. Summary by Sections Photovoltaics - Demand has been front-loaded, leading to a significant increase in installations, with 212.21 GW added in the first half of 2025, a 107.1% year-on-year increase. However, the market saw a sharp decline in June, indicating potential overcapacity and absorption issues [13][16]. - The report highlights the need for supply-side reforms and policy support to stabilize the industry, as the current market dynamics are characterized by a mismatch between supply and demand [1][19]. Energy Storage - The report indicates a positive outlook for large-scale energy storage, with expectations for profit margins to stabilize at 20-25%. The competitive landscape is evolving, with a focus on high-quality integrated solutions [2][7]. - The report also notes that the distributed energy storage market is entering a new phase, with competition intensifying and previous easy profits becoming harder to achieve [5][12]. Lithium Batteries - The lithium battery sector is experiencing a lack of pricing power in the materials segment, with effective capacity utilization projected at 60-65%. The report suggests that leading manufacturers are likely to dominate pricing and production cycles, impacting smaller players [6][12]. - The report emphasizes the need for material suppliers to adapt through cost reduction and technological advancements to remain competitive in a challenging market [6][12]. Investment Recommendations - The report suggests that the electric new energy sector is in a phase of "repeated games," with expectations for growth and recovery being tempered by market realities. The priority for sector recovery is seen as energy storage, followed by power batteries and photovoltaics [7][8]. - Selected companies such as Tongwei Co., Longi Green Energy, and Aiko Solar are highlighted as potential investment opportunities due to their competitive advantages in management, cost, and technology [8].

Group 1: Battery Production - In July 2025, the production of power and other batteries reached 133.8 GWh, with a year-on-year growth of 44.3% and a month-on-month increase of 3.6% [6][4]. - From January to July 2025, the cumulative production of power and other batteries was 831.1 GWh, reflecting a year-on-year growth of 57.5% [6][4]. - The production breakdown by material type in July shows that lithium iron phosphate batteries accounted for 77.8% of the total production, while ternary materials made up 22.1% [8]. Group 2: Battery Sales - In July 2025, the sales of power and other batteries totaled 127.2 GWh, marking a year-on-year increase of 47.8% but a month-on-month decline of 3.2% [15][11]. - Cumulatively, from January to July 2025, the sales of power and other batteries reached 786.2 GWh, with a year-on-year growth of 60.6% [15][11]. - The sales of power batteries alone in July were 91.1 GWh, which is a 45.8% increase year-on-year [16][15]. Group 3: Export Data - In July 2025, the total export volume of power and other batteries was 23.2 GWh, showing a year-on-year growth of 35.4% [23][20]. - From January to July 2025, the cumulative export volume reached 150.5 GWh, reflecting a year-on-year increase of 53.1% [23][20]. - The export of power batteries in July was 14.8 GWh, with a year-on-year growth of 48.4% [27][20]. Group 4: Battery Installation - In July 2025, the installation volume of power batteries was 55.9 GWh, with a year-on-year increase of 34.3% [46][46]. - Cumulatively, from January to July 2025, the total installation volume reached 355.4 GWh, reflecting a year-on-year growth of 45.1% [46][46]. - The installation of lithium iron phosphate batteries accounted for 80.4% of the total installation volume in July [46][46]. Group 5: Market Concentration - In July 2025, the top two battery manufacturers accounted for 62.5% of the market share, while the top five and top ten accounted for 80.3% and 94.3%, respectively [58][60]. - The number of battery manufacturers in the market decreased to 33 in July 2025, down from the previous year [60][60]. - The market concentration for the top ten manufacturers showed a slight decrease of 1.3 percentage points compared to the previous year [58][60].

以下文章来源于盐财经 ，作者任早羽 在冲到张家界旅游、扎堆上海c it y wa l k之后，韩国人又有了"新去处"：中国股票市场。 韩国证券存托结算院（KSD）旗下子公司SEIBr o的数据显示，以成交量为指标，截止至 7月25日，中国已经超越日本和欧盟，成为韩国投资者关注的第二大海外股票市场。 | 年份 | 欧盟 | 美国股票 | 日本股票 | 中国股票 | | --- | --- | --- | --- | --- | | | 成交额 | 成交额 | 成交额 | 成交额 | | 2023 | 3735.2 | 273206.46 | (3900.26 | 5630.38 | | 2024 | 7396.99 | 509958.06 | 17551.29 | 4081.12 | | 2025 | 4222.16 | 322440.59 [3772.31 | | 5513.64 | 据中国基金报统计，包括港股和A股在内的中国股票市场累计成交额已经达到57.64亿美 元，仅次于美国市场。 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 全球"赌徒" 。 作者 | 任早羽 来源 | 盐财经 (ID: nfc- ...

Investment Rating - The industry investment rating is "Overweight," indicating that the industry index is expected to outperform the market index by more than 10% over the next six months [6]. Core Insights - In July 2025, the production and sales of new energy vehicles (NEVs) continued to show rapid year-on-year growth, with production and sales reaching 1.243 million and 1.262 million units, respectively, representing year-on-year increases of 26.3% and 27.4% [4]. - The penetration rate of NEVs reached 48.7% in July, up 2.9 percentage points from the previous month, while the cumulative penetration rate for January to July was 45% [4]. - The total battery production in July was 133.8 GWh, with a year-on-year growth of 44.3%, while battery sales were 127.2 GWh, showing a year-on-year increase of 47.8% [4]. - The demand for power batteries is expected to recover as the traditional peak season for NEVs approaches, driven by the continuous development of renewable energy and the increasing demand for energy storage [4]. Summary by Sections New Energy Vehicle Market - In July 2025, NEV sales reached 1.262 million units, a year-on-year increase of 27.4%, while the cumulative sales from January to July were 8.232 million units, up 39.2% year-on-year [4]. - Pure electric vehicle sales in July were 811,000 units, up 47.1% year-on-year, while plug-in hybrid sales were 451,000 units, up 2.8% year-on-year [4]. Battery Production and Sales - In July, the total battery production was 133.8 GWh, with a month-on-month increase of 3.6% and a year-on-year increase of 44.3% [4]. - Power battery sales accounted for 91.1 GWh, representing 71.6% of total sales, with a year-on-year growth of 45.8% [4]. Export and Market Dynamics - In July, the total battery exports were 23.2 GWh, a year-on-year increase of 35.4%, with power battery exports at 14.8 GWh, up 48.4% year-on-year [4]. - The report highlights the potential for price increases in lithium carbonate due to supply expectations and the ongoing development of solid-state battery technology [4]. Investment Recommendations - The report suggests focusing on leading companies in the battery and materials sectors that have technological and production advantages, particularly in solid-state electrolytes and new electrode materials [4]. - Key companies to watch include CATL, Yiwei Lithium Energy, and others that are actively involved in the solid-state battery supply chain [4].

人民财讯8月12日电，企查查APP显示，近日，时代骐骥新能源科技(张家口)有限公司成立，法定代表人 为张永鑫，注册资本500万元，经营范围包括新兴能源技术研发、新能源汽车换电设施销售、在线能源 计量技术研发、合同能源管理等。企查查股权穿透显示，该公司由宁德时代（300750）旗下时代骐骥新 能源科技(石家庄)有限公司全资持股。 ...