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%。 ...

Core Viewpoint - The company, Huazi Technology, is actively providing lithium battery production equipment to CATL, indicating a strong order backlog and positive performance outlook [1] Group 1 - The company has confirmed its role in supplying intelligent production equipment for lithium battery post-processing and capacity testing to CATL [1] - The current order backlog for lithium battery production equipment is sufficient, suggesting robust demand in the sector [1] - Performance details will be disclosed in the company's regular financial reports, emphasizing transparency in financial performance [1]

Core Viewpoint - Huazi Technology is currently providing production equipment for lithium battery component processing to CATL and is planning to moderately extend its production line [2] Group 1 - The company is primarily focused on supplying production equipment for the lithium battery component processing segment [2] - The collaboration with CATL indicates a strategic partnership in the growing lithium battery market [2] - The company is considering plans to extend its production line to meet increasing demand [2]

Core Viewpoint - Ningde Times' ecological enterprise, Fei Aviation Technology, has launched the world's first "sea and air integrated low-altitude economic solution," combining a "zero-carbon water airport" with eVTOL aircraft for innovative low-altitude infrastructure deployment [1] Group 1 - The "sea and air integrated low-altitude economic solution" consists of a "zero-carbon water airport" and eVTOL aircraft working in synergy [1] - The solution is equipped with energy storage and charging systems, as well as an intelligent scheduling system [1] - The zero-carbon water airport serves as a mobile water-based air hub and a smart command center for rapid deployment [1]

Core Insights - CATL's subsidiary, Fei Aviation Technology, launched the world's first "sea and air integrated low-altitude economic solution," combining a "zero-carbon water airport" with eVTOL aircraft, marking a significant advancement in low-altitude infrastructure and applications [1][2] - This solution aims to transition low-altitude economy from pilot demonstrations to large-scale development, opening new pathways for energy transition and industrial upgrading [1][5] Group 1: Solution Overview - The innovative solution consists of a "zero-carbon water airport" and eVTOL aircraft, equipped with energy storage and intelligent scheduling systems, addressing traditional low-altitude infrastructure challenges such as site selection and deployment speed [2][5] - The water-based eVTOL takeoff and landing sites can accommodate industrial-grade aircraft, enhancing efficiency and reducing overall costs [2][5] Group 2: Application Scenarios - The solution is designed to activate resources along coastlines and water bodies, providing rapid low-altitude economic infrastructure for coastal and inland cities [5][6] - Key application scenarios include: - Energy platform operations: Enhancing personnel and spare parts transport efficiency by over ten times [6] - Emergency rescue: Establishing a network for drone search and eVTOL response, reducing response time by 50% [6] - High-frequency commuting: Enabling minute-level commutes between urban areas and islands [6] - Sea and air tourism: Creating new consumption hotspots through "flight+" experiences [6] - Mobile airport clusters: Rapidly networking multiple water airports for distributed, high-throughput operations [6] Group 3: Strategic Vision - The low-altitude economy is positioned as a future industry under the "14th Five-Year Plan," transitioning from pilot projects to systematic and large-scale development [7] - CATL's battery products are expanding from vehicles to low-altitude aviation, fostering a "zero-carbon" transportation ecosystem that integrates land, sea, and air [7] - The company aims to drive high-quality development in the new energy industry, moving from rapid growth to a "full-domain incremental era" through continuous innovation and collaboration with ecosystem partners [7]

Market Overview - The Shanghai Composite Index rose by 0.05% on November 24, with 19 out of 28 sectors experiencing gains, led by the defense and military industry with a rise of 4.31% and the media sector with a 3.49% increase [1] - The power equipment sector saw a modest increase of 0.49% [1] - The sectors that faced declines included oil and petrochemicals, down by 1.21%, and coal, down by 1.09% [1] Capital Flow Analysis - The main capital flow showed a net outflow of 10.192 billion yuan across the two markets, with 11 sectors experiencing net inflows [1] - The defense and military sector led the net inflow with 5.466 billion yuan, followed by the media sector with 2.542 billion yuan [1] - The electronics sector had the highest net outflow, totaling 6.708 billion yuan, followed by the power equipment sector with a net outflow of 2.087 billion yuan [1] Power Equipment Sector Performance - In the power equipment sector, 364 stocks were tracked, with 279 stocks rising and 84 stocks declining [2] - The top stock in terms of net capital inflow was CATL (宁德时代), with an inflow of 294 million yuan, followed by Shanghai Electric and Haibo Technology with inflows of 127 million yuan and 118 million yuan, respectively [2] - The sector also had 10 stocks with net outflows exceeding 100 million yuan, with Enjie Co., Ltd. leading at 249 million yuan, followed by Tianci Materials and Tianhua New Energy with outflows of 235 million yuan and 213 million yuan, respectively [2][3] Top Gainers in Power Equipment Sector - The top gainers in the power equipment sector included: - CATL (宁德时代) with a 0.15% increase and a turnover rate of 0.54% [2] - Shanghai Electric with a 3.48% increase and a turnover rate of 1.67% [2] - Haibo Technology with a 3.74% increase and a turnover rate of 11.90% [2] Top Losers in Power Equipment Sector - The top losers in the power equipment sector included: - Enjie Co., Ltd. with a decrease of 5.83% and a turnover rate of 7.43% [3] - Tianci Materials with a decrease of 3.53% and a turnover rate of 8.75% [3] - Tianhua New Energy with a 2.15% increase but still had a significant outflow of 213 million yuan [3]

人民财讯11月24日电，企查查APP显示，近日，国能大渡河(丹巴)水电开发有限公司成立，法定代表人 为朱永国，注册资本36亿元人民币，经营范围含水力发电，发电业务、输电业务、供(配)电业务等。企 查查股权穿透显示，该公司由国电电力（600795）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（300750）共同持股。 ...

| | 章公司 都在用的商业查询工具 | 童老板 查关系 查风险 | | | | | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 国能大渡河(丹巴)水电开发有限公司 | × 天眼一下 | H 应用 · | | | 基本信息 17 | 法律诉讼 | 经营风险 | 经营信息 | 公司发展 | | | 工商信息 ● | | | | | | | 工商信息 历史工商信息0 | | | | | | | 企业名称 | 国能大渡河(丹巴)水电开发有限公司 | | | | | | 法定代表人 | 朱 朱永国 | 登记状态 ② | 存续 | | 天間 | | | | 成立日期 | 2025-11-21 | | | | 统一社会信用代码 2 | 91513323MAK0LB0084 | 注册资本 ② | 360000万人民币 | | र्टी से | | 工商注册号 | 513323000009625 | 纳税人识别号 ② | 91513323MAK0LB0084 | | हैं रहा | | 营业期限 | 2025-11-21 至 无固定期限 | 纳税人 ...