天眼查工商信息显示，近日，时代骐骥新能源科技（东莞）有限公司成立，法定代表人为王旭，注册资 本500万人民币，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、新能源汽车整车销售 等。股东信息显示，该公司由宁德时代旗下时代骐骥新能源科技（广州）有限公司全资持股。 ...

Core Viewpoint - The China Securities New Energy Vehicle Index (CS New Energy Vehicle, 399976) has shown a positive performance, with a recent increase of 2.16% and significant gains over the past month, three months, and year-to-date [1][2]. Group 1: Index Performance - The CS New Energy Vehicle Index has increased by 6.20% over the past month, 5.90% over the past three months, and 11.68% year-to-date [2]. - The index closed at 3278.87 points with a trading volume of 55.015 billion yuan [1]. Group 2: Index Composition - The top ten weighted companies in the CS New Energy Vehicle Index are: CATL (10.3%), Huichuan Technology (9.36%), BYD (8.29%), Changan Automobile (4.77%), Sanhua Intelligent Control (4.54%), Huayou Cobalt (4.42%), Yiwei Lithium Energy (4.16%), Tianqi Lithium (3.32%), Ganfeng Lithium (3.19%), and Gree Environmental (2.52%) [2]. - The index's holdings are primarily listed on the Shenzhen Stock Exchange (83.85%), followed by the Shanghai Stock Exchange (15.60%) and the Beijing Stock Exchange (0.55%) [2]. Group 3: Industry Breakdown - The industry composition of the index holdings includes: Industrial sector (58.51%), Consumer Discretionary (22.72%), Materials (17.64%), and Information Technology (1.14%) [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3].

Core Viewpoint - The article highlights the rapid development of Anhui Xingchuan New Energy's high-power battery projects in Hefei, emphasizing the company's focus on independent research and production of lithium-ion batteries with high discharge rates and their applications in various industries [2][3]. Group 1: Project Development - Anhui Xingchuan has initiated its second phase of high-power battery project in Hefei, with a total investment of approximately 9.8 billion, following the completion of the first phase which had an investment of 20 billion [2]. - The first phase of the project, covering an area of 101 acres, has already been completed and is expected to achieve an annual output value of 1.6 billion once fully operational [2]. - The second phase will occupy about 61 acres with a planned construction area of approximately 59,000 square meters, significantly enhancing production capacity upon completion [2]. Group 2: Technological Collaboration - Anhui Xingchuan has established deep collaborations with major domestic automakers such as Chery, BAIC, and Dongfeng, as well as international brands like Honda, BMW, and Mercedes-Benz [3]. - The company is a subsidiary of Beijing Xingchuan New Energy Battery Technology Co., which focuses on the research, production, and sales of hybrid electric vehicle power batteries [3]. Group 3: Market Environment - The automotive industry is the largest manufacturing sector in Beijing, with projections indicating that the automotive and transportation industry in Beijing will exceed 440 billion in output value by 2024, growing over 15% year-on-year [5]. - The presence of major battery manufacturers like CATL, EVE Energy, and others in Beijing is expected to enhance the development and capacity of new energy battery technologies in the region [6].

而在二级市场上，低迷已久的碳酸锂行情却因该消息迎来了久违的"狂欢"。8月11日，碳酸锂期货合 约"2509""2510"等涨停。锂矿股亦集体大涨， 盛新锂能 等多股涨停。 不过， 在采矿证到期之前，企业本拟今年上半年就停采。其中缘由或与锂价持续低位震荡、利润空间被进 一步压缩有关。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：储能前沿 近期， 宁德时代 枧下窝矿区因采矿证到期停产引发市场关注。 不过该锂矿虽然名字里有（含锂），但严格意义上来说，枧下窝矿区并不能算是一座"锂矿"。 目前， 枧下窝矿区采矿证登记的实际开采矿种仅为陶瓷土。 8月11日，有业内专家强调，宜春地区锂矿 品位普遍较低，枧下窝矿区锂品位也远低于锂矿床一般工业品位（0.8%），锂只是作为伴生矿开采。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 宁德时代枧下窝矿证"无锂" 就枧下窝矿区停产一事，8月11日上午， 宁德时代 在深交所互动易平台回应，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 ...

Core Viewpoint - The article discusses the results of the centralized procurement project for lithium iron phosphate battery energy storage systems by China Energy Construction for the year 2025, highlighting the competitive bidding process and the pricing details of the awarded contracts [2][6]. Summary by Sections Procurement Results - The total procurement volume is 25 GWh, divided into three bidding sections: - Section 001 (1C, 1-hour system): 3 GWh, average price of 0.767 yuan/Wh, with bids ranging from 0.673 to 0.89 yuan/Wh [2][6]. - Section 002 (0.5C, 2-hour system): 12 GWh, average price of 0.453 yuan/Wh, with bids ranging from 0.416 to 0.54 yuan/Wh [3][6]. - Section 003 (0.25C, 4-hour system): 10 GWh, average price of 0.419 yuan/Wh, with bids ranging from 0.37 to 0.495 yuan/Wh [4][6]. Bidding Participants - A total of 70 companies participated in the bidding, with 31 companies winning contracts. - Eight companies won contracts in all three sections, including CRRC Zhuzhou Electric Locomotive Research Institute, Sungrow Power Supply, Envision Energy, Wanbang Digital Energy, Electric Power Era, Pinggao Group, CATL, and Tiancheng Tongchuang [6][7]. - Fifteen companies won contracts in two sections, while eight companies won contracts in one section [6]. Bidder Requirements - Bidders were required to have specific project experience within the last two years, with minimum contract performance requirements for each section: - Section 001: At least 100 MWh of contract performance for 1C systems [6]. - Section 002: At least 1000 MWh of contract performance for 0.5C systems [6]. - Section 003: At least 500 MWh of contract performance for 0.25C systems [6]. Pricing Details - The article provides detailed pricing for each winning bid, with notable prices such as: - CRRC Zhuzhou at 2.286 billion yuan for Section 001 [7]. - CATL at 2.16 billion yuan for Section 001 [7]. - Sungrow at 2.67 billion yuan for Section 001 [7]. - The competitive nature of the bidding is reflected in the wide range of prices across different bidders [6][8].

【文/观察者网 阮佳琪】 "如果把中国的数据剔除出去，你会发现，最近几年，全球清洁能源领域的创新已经停滞不前，甚至出现了放缓。" 在对欧洲专利局的数据开展独立分析后，全球能源研究机构Ember的分析师杨碧清（Biqing Yang，音译）向《纽约时报》作出如此总结。 《纽约时报》14日报道称，这家美媒从欧洲专利局获得了一份关于全球竞争性专利申请趋势的最完整数据。其中显示，2000年中国申请人提交的具备国际竞 争力的清洁能源专利，仅18项；而到了2022年，这一数字已突破5000项。 报道指出，二十余年间，中国不仅实现专利数量的跨越式增长，更持续为太阳能、风能、电池及电动汽车等未来能源体系输出大量创新设计。高质量研究成 果与专利申请量的爆发式增长，共同奠定了中国在全球清洁能源产业的主导地位。 欧洲专利局的首席经济学家扬·梅尼埃（Yann Ménière）向美媒解释道，衡量专利质量的核心指标，在于企业或机构为保护专利所投入的成本，例如在多少个 国家提交过申请。 该机构将"在两个及以上国家提交的专利申请"界定为"高质量专利"，背后逻辑是：企业如果愿意耗费精力与成本在多个市场布局专利，本质是为了在全球范 围保护其发明 ...

Group 1 - Multiple regions in China have recently suspended the acceptance of automobile replacement subsidy applications, while scrapping and updating subsidies continue to be processed [1] - The personal consumption loan interest subsidy policy, which will soon be launched, includes the automotive consumption sector [1] - In July 2025, China's new energy vehicle (NEV) production and sales reached 1.243 million and 1.262 million units, respectively, representing year-on-year growth of 26.3% and 27.4% [1] - From January to July 2025, NEV production and sales totaled 8.232 million and 8.22 million units, with year-on-year growth of 39.2% and 38.5% [1] - The penetration rate of NEVs continues to rise, with July's new NEV sales accounting for 48.7% of total new vehicle sales, a significant increase from the previous year [1] - NEV exports showed strong growth, with July exports reaching 225,000 units, a year-on-year increase of 120%, and cumulative exports from January to July totaling 1.308 million units, up 84.6% year-on-year [1] - The NEV market is expected to maintain high prosperity due to the ongoing effects of the trade-in policy and the launch of new models [1] Group 2 - As of August 15, 2025, the CSI New Energy Vehicle Industry Index (930997) rose by 2.05%, with constituent stocks such as Defu Technology (301511) up 9.46% and Keda Li (002850) up 6.33% [2] - The New Energy Vehicle ETF (515700) increased by 2.12%, with a latest price of 1.83 yuan [2] - The New Energy Vehicle ETF saw a turnover of 2.48% during the trading session, with a transaction volume of 56.7886 million yuan [2] - Over the past year, the New Energy Vehicle ETF has achieved an average daily transaction volume of 66.1291 million yuan [2] - The New Energy Vehicle ETF's scale increased by 10.1297 million yuan in the past week, ranking in the top half among comparable funds [2] - Leveraged funds continue to invest, with the latest financing purchase amounting to 2.8749 million yuan and a financing balance of 45.518 million yuan [2] - The New Energy Vehicle ETF's net value increased by 50.01% over the past year [4] - The ETF has recorded a maximum monthly return of 31.51% since its inception, with the longest consecutive monthly gains being five months and a total increase of 74.13% [4] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index accounted for 55.33% of the index [5] - The top weighted stocks include CATL (300750), Huichuan Technology (300124), BYD (002594), and others [5][6]

Core Viewpoint - The smart electric vehicle sector is experiencing significant growth, as evidenced by the performance of the Zhongzheng Smart Electric Vehicle Index and the related ETF, indicating strong investor interest and market momentum [2][3]. Performance Summary - As of August 15, 2025, the Zhongzheng Smart Electric Vehicle Index (H11052) rose by 1.29%, with key stocks such as Yinlun Co., Ltd. (002126) increasing by 6.52% and Keda Li (002850) by 6.00% [2]. - The Smart Car ETF Taikang (159720) saw a 0.90% increase, with a recent price of 0.68 yuan. Over the past week, it has accumulated a 2.60% increase, ranking 1/4 among comparable funds [2]. - The trading volume for the Smart Car ETF Taikang was 139.85 million yuan, with a turnover rate of 2.7%. The average daily trading volume over the past year was 156.28 million yuan [2]. Fund Performance Metrics - The net value of the Smart Car ETF Taikang increased by 38.85% over the past year. The highest monthly return since inception was 27.78%, with the longest consecutive monthly gain being 3 months and an average monthly return of 7.95% [3]. - The fund's Sharpe ratio was 1.16 as of August 8, 2025, indicating strong risk-adjusted returns [3]. - The fund's management fee is 0.50%, and the custody fee is 0.10% [3]. Tracking and Composition - The Smart Car ETF Taikang closely tracks the Zhongzheng Smart Electric Vehicle Index, which includes companies involved in various aspects of the smart electric vehicle industry, reflecting the overall performance of listed companies in this sector [3]. - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng Smart Electric Vehicle Index accounted for 60.99% of the index, with companies like CATL (300750) and BYD (002594) being the largest contributors [4]. Top Holdings Performance - The top ten holdings of the Smart Car ETF Taikang and their respective performance include: - CATL (300750): +0.24%, 14.97% weight - BYD (002594): -0.17%, 13.89% weight - Luxshare Precision (002475): +0.05%, 7.13% weight - Huichuan Technology (300124): +1.01%, 4.94% weight - Omnivision Technologies (603501): +1.17%, 4.42% weight - Great Wall Motors (601633): +2.66%, 3.80% weight - iFlytek (002230): +0.66%, 3.15% weight - Changan Automobile (000625): +0.54%, 3.00% weight - Sanhua Intelligent Control (002050): +4.42%, 2.80% weight - EVE Energy (300014): +2.88%, 2.66% weight [6].

Core Insights - The battery theme index in China has seen a strong increase of 3.41%, with key stocks such as Keda (科士达) hitting the daily limit up, and other companies like Yalong (阳光电源) and Silver Wheel (银轮股份) also experiencing significant gains [1] - The battery ETF managed by Harvest (嘉实) has shown a 37.75% increase in net value over the past year, with a maximum monthly return of 31.11% since its inception [2] - The solid-state battery sector is gaining attention due to its high energy density and safety, with the industry entering a critical phase of industrialization supported by policy, technological advancements, and growing demand [2] Market Performance - As of August 15, 2025, the battery ETF has a turnover rate of 3.16% and a transaction volume of 9.8276 million yuan [2] - The top ten weighted stocks in the battery theme index account for 51.66% of the index, with Yalong (阳光电源) and CATL (宁德时代) being the top two [3][5] Stock Performance - Key stock performances include: - Yalong (阳光电源) up by 6.88% with a weight of 10.28% - CATL (宁德时代) up by 0.55% with a weight of 9.64% - Sanhua Intelligent Control (三花智控) up by 4.53% with a weight of 6.31% [5] Investment Opportunities - Investors without stock accounts can access the battery industry investment opportunities through the battery ETF Harvest linked fund [7]

Core Viewpoint - The article highlights the performance of the ChiNext 50 ETF (159682), which has shown a significant increase in value and trading volume, indicating positive market sentiment towards the underlying stocks [1] Group 1: ETF Performance - As of the midday close on August 15, the ChiNext 50 ETF (159682) rose by 2.11%, reaching a price of 1.115 yuan, with a trading volume of 115 million yuan [1] - Since its inception on December 23, 2022, the fund has achieved a return of 9.27%, with a one-month return of 13.83% [1] Group 2: Top Holdings Performance - Notable performances among the ETF's top holdings include: - Ningde Times increased by 0.43% - Dongfang Wealth surged by 6.73% - Huichuan Technology rose by 1.02% - Mindray Medical gained 0.54% - Xinyisheng increased by 1.00% - Sunshine Power jumped by 8.18% - Shenghong Technology rose by 1.38% - Yiwei Lithium Energy increased by 2.38% - Tonghuashun surged by 14.39% [1]