据报道，宁德时代（300750）香港IPO将筹集至少40亿美元。宁德时代已从科威特投资局、中石化、 HILLHOUSE等公司获得约26亿美元的基石投资。(智通财经) ...

智通财经5月11日电，据报道，宁德时代香港IPO将筹集至少40亿美元。宁德时代已从科威特投资局、 中石化、HILLHOUSE等公司获得约26亿美元的基石投资。 ...

智通财经APP获悉，可持续发展是全球共同命题，而数智低碳正是可行的解决路径。5月9日，香港绿色基建引领者、新能源生态构建领军企业荣利集团 (09639)携手三一集团、宁德时代、泛澜科技等知名企业，于香港举办"零碳智能联盟启动仪式暨零碳智能空间开幕仪式"，推动行业数字化、智能化和低碳 化转型。同时，零碳智能联盟发出倡议，共同促进产业政策升级和共生发展。 香港作为国际金融中心，积极响应全球减碳倡议，通过政策扶持和技术创新加速绿色转型。以荣利集团为代表的领先企业通力合作，把握机遇，布局新能源 全产业链，不仅助力本地可持续发展，更将香港模式推向国际市场。零碳智能联盟的成立，将为香港新能源产业链提供落地建设等切实帮助。 (环境及生态局局长谢展寰先生等嘉宾参观零碳智能空间) 16 www.liband WI NI 新 新 ar T r t l E P r fit u A l L 10000 (参与零碳智能联盟启动仪式的嘉宾合影) 香港环境及生态局局长、太平绅士谢展寰先生，立法会议员、立法会环境事务委员会主席、太平绅士刘国勋先生，立法会议员、太平绅士严刚先生，建造业 议会主席何安诚先生，香港建筑业物料联会行政总裁寗汉崇先生 ...

5月9日，上汽集团（600104）移动出行战略品牌享道出行（上海赛可出行科技服务有限公司）宣布完成 超13亿元C轮融资。据介绍，这是国内出行行业近3年来单笔融资金额最大的一次。通过该轮融资，享 道出行引入了产业资本与地方政府资源。目前公司已启动港股IPO计划。 "这不仅是资本资金的注入，更是产业资源的深度链接。"享道出行CEO倪立诚表示。 据介绍，C轮融资后，享道出行将进一步发挥上汽集团和产业伙伴优势资源，搭建以享道平台为基础 的"车辆—技术—平台"三位一体的自动驾驶生态链闭环，联合股东方Momenta在上海打造L4级别 Robotaxi（自动驾驶出租车）车队，计划2026年内车队规模达到200台，推进Robotaxi的商业化运营可持 续、高质量落地。 网经社电子商务研究中心数字生活分析师陈礼腾对证券时报记者表示，尽管享道出行在个人出行业务上 面临激烈的市场竞争，但其背靠上汽集团的产业资源与技术积累，具备独特的破局优势。享道出行此番 获得巨额融资并启动港股IPO计划，既是资本市场的认可，也是其战略升级的重要里程碑。该公司拟通 过公开募股加速"一站式智慧出行综合体"战略落地，为Robotaxi规模化、企业出行生 ...

事项： 公司发布2025年一季报。2025年第一季度，公司实现营收847.0亿元，同比+6.2% ， 环比-17.7%； 实现 归母净利润139.6 亿元， 同比+32.9% ， 环比-5.3%。经营性现金流持续强劲，达到329 亿元；期末货币 资金超 3200 亿元。 平安观点： 第一季度"淡季不淡"，归母净利润同比增长亮眼。营收端来看，2025年第一季度，公司实现营收847.0 亿元，同比+6.2%，环比-17.7%。受春节假期影响，第一季度为锂电传统淡季，公司单季度营收环比有 所下降，同比仍呈现增长。根据公司投资者关系活动记录表，公司第一季度电池销量超过 120GWh ， 同比增长超过 30%； 其中储能销量占比接近20%。盈利端来看，根据公司投资者关系活动记录表，公 司一季度单Wh 毛利环比 2024 年第四季度有所提升；一季度销售净利率达到17.5%，达到2018年以来单 季度最高水平；ROE水平保持稳定。2025年第一季度，公司实现归母净利润139.6亿元，同比+32.9%， 环比-5.3%。 美国业务占比较小，公司全球业务拓展仍可期。根据公司投资者关系活动记录表，美国业务占公司出货 比重较小，且 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company, expecting the stock to outperform the market by over 20% within the next six months [11]. Core Views - The company reported strong performance in Q1 2025, achieving revenue of 84.7 billion yuan, a year-on-year increase of 6.2%, and a net profit attributable to shareholders of 13.96 billion yuan, up 32.9% year-on-year [3][6]. - The company is expanding its global market presence, particularly in Europe, where its market share in the power battery sector has increased from 17% in 2021 to 38% in 2024 [6]. - The company is actively developing new business models, including battery swapping and commercial vehicle power batteries, which are expected to drive future growth [7]. Summary by Sections Financial Performance - In Q1 2025, the company achieved a revenue of 84.7 billion yuan, with a year-on-year growth of 6.2% and a quarter-on-quarter decline of 17.7%. The net profit attributable to shareholders was 13.96 billion yuan, reflecting a year-on-year increase of 32.9% [3][6]. - The operating cash flow remained strong at 32.9 billion yuan, with cash and cash equivalents exceeding 320 billion yuan at the end of the quarter [3]. Market Expansion - The company has seen significant growth in its battery sales, exceeding 120 GWh in Q1 2025, with a year-on-year increase of over 30%. The energy storage segment accounted for nearly 20% of total sales [6]. - The company is focusing on expanding its battery swapping network, planning to build 1,000 battery swap stations by 2025, and has signed strategic agreements with major partners to enhance its market presence [7]. Future Projections - The company forecasts a net profit of 66.26 billion yuan for 2025, with expected growth rates of 30.3% and 19.9% for 2026 and 2027, respectively [5][9]. - The report anticipates continued growth in global lithium battery demand, particularly in Europe and emerging markets, which will benefit the company's market position [7].

Investment Rating - The report maintains a "Strong Buy" rating for the company, indicating an expected stock performance that will exceed the market by more than 20% within the next six months [11]. Core Insights - The company reported strong performance in Q1 2025, achieving revenue of 84.7 billion yuan, a year-on-year increase of 6.2%, and a net profit attributable to shareholders of 13.96 billion yuan, up 32.9% year-on-year [3][6]. - The company is expanding its global market presence, particularly in Europe, where its market share in the power battery sector has increased from 17% in 2021 to 38% in 2024 [6]. - The company is actively developing new business models, including battery swapping and ultra-fast charging technologies, which are expected to drive future growth [7]. Summary by Sections Financial Performance - In Q1 2025, the company achieved a revenue of 84.7 billion yuan, with a year-on-year growth of 6.2% and a quarter-on-quarter decline of 17.7% due to seasonal factors [3][6]. - The net profit for the same period was 13.96 billion yuan, reflecting a year-on-year increase of 32.9% and a quarter-on-quarter decrease of 5.3% [3][6]. - The operating cash flow remained strong at 32.9 billion yuan, with cash and cash equivalents exceeding 320 billion yuan at the end of the quarter [3]. Market Expansion - The company has seen significant growth in its battery sales, exceeding 120 GWh in Q1 2025, with a year-on-year increase of over 30% [6]. - The company is focusing on emerging markets such as the Middle East and Australia, where demand for energy storage is rapidly increasing [6]. Future Projections - The company forecasts a net profit of 66.26 billion yuan for 2025, with expected growth rates of 30.3% and 19.9% for 2026 and 2027, respectively [5][9]. - The projected revenue for 2025 is 460.7 billion yuan, with a gross margin of 24.3% [5][9]. Strategic Initiatives - The company plans to build 1,000 battery swapping stations by 2025 and has signed strategic agreements with major partners to enhance its battery swapping network [7]. - The company is also investing in ultra-fast charging technology, aiming to lead in this segment with its new battery products [7].

欧洲&美国新能源车：3月，欧洲九国新能源车销量28.62万辆，同比+26%、环比 +64%；新能源车渗透率为25.2%，同比+4.6pct、环比+1.2pct。1-3月欧洲九国新能源车累计 销量为63.18万辆，同比+23%。3月，美国新能源车销量15.61万辆，同比+21%、环比 +30%；新能源车渗透率为9.8%，同比+0.9pct、环比持平。1-3月美国新能源车累计销量为 39.51万辆，同比+7%。 国信证券近日发布锂电产业链双周评（5月第1期）：锂盐价格小幅下跌，电芯报价随原 料价格波动。本周末碳酸锂价格为6.80万元/吨，较两周前下跌0.35万元/吨。相较两周前， 磷酸铁锂、电解液、三元正极报价下跌，隔膜、负极报价稳定。本周方形三元动力电芯/铁 锂动力电芯/储能用100Ah电芯/储能用280Ah电芯报价为0.385/0.322/0.355/0.300元/Wh，较两 周前下跌0.000/0.008/-0.005/0.003元/Wh。 锂电产业链2025Q1总结与Q2展望：2025Q1动储电池盈利能力环比相对稳定，消费电池 受出口退税影响、盈利相对承压。铁锂受稼动率以及原料价格上涨因素影响，多数企业仍 ...

据报道， 宁德时代正在考虑，在周一启动香港上市簿记建档时，仅设定一个最高价格。 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300750 | 宁德时代 | 2.50 | 0.80 | 75562.67 | | 300568 | 星源材质 | 9.53 | 9.54 | 20648.95 | | 300274 | 阳光电源 | 2.98 | 2.63 | 16278.79 | | 688556 | 高测股份 | 20.02 | 8.11 | 14290.13 | | 002560 | 通达股份 | 9.99 | 12.05 | 13282.80 | | 300870 | 欧陆通 | 2.32 | 5.45 | 9261.16 | | 300751 | 迈为股份 | 6.96 | 6.45 | 9039.35 | | 601012 | 隆基绿能 | 1.13 | 0.88 | 8760.28 | | 002851 | 麦格米特 | 3.43 | 9.16 | 8730.97 | | 300763 | 锦浪科技 | 3.95 | 4.68 | 6992.70 | | 60335 ...