智通财经APP讯，富临精工(300432.SZ)公告，公司与宁德时代拟共同对公司控股子公司江西升华新材料 有限公司(简称"江西升华")增资扩股，公司拟将所持有的江西升华5亿元债权转作对其增资，认购江西 升华新增注册资本4.07亿元，宁德时代拟现金增资7.47亿元，认购江西升华新增注册资本6.07亿元。增 资完成后，公司持有江西升华的股权比例为将由79.5719%减少至64.3653%，宁德时代持有江西升华的 股权比例将由18.7387%增加至33.0000%。 公告称，本次共同增资江西升华，有利于进一步导入战略股东的资源、优化股权结构，增量现金用于江 西升华主营业务发展，有利于进一步提升江西升华的盈利能力和综合竞争优势。 ...

Core Viewpoint - The A-share market is expected to enter a slow bull phase in 2025, with major indices significantly rising. As the annual report preview window approaches in early 2026, institutional investors are likely to focus on stocks with long-term growth potential and valuation revaluation space [2][3]. Group 1: Target Price Insights from Citic Securities - Citic Securities has identified 12 stocks with a target price increase of over 50%, indicating a recovery in market confidence. The focus is on sectors that can articulate a logical recovery narrative, particularly in consumer and real estate chains [2][3]. - Among the stocks covered, the highest target price increase is for Baili Tianheng, with a target price of 1322 CNY compared to a closing price of 269.69 CNY, representing a potential upside of 390.19% [3][4]. Group 2: Target Price Insights from Huatai Securities - Huatai Securities has identified 15 stocks with a target price increase of over 50%, focusing on sectors with sustainable recovery capabilities, particularly in price increase chains, high-end manufacturing, and AI [5][6]. - The highest target price increase is for Tianci Materials, with a target price of 80.5 CNY compared to a closing price of 40.04 CNY, indicating a potential upside of 101.05% [6]. Group 3: Target Price Insights from Guotai Junan - Guotai Junan has identified 13 stocks with a target price increase of over 50%, with China Railway leading at a target price of 9.07 CNY against a closing price of 5.37 CNY, representing a potential upside of 68.90% [8][9]. - The firm emphasizes the long-term potential of the "transformation bull" market, supported by improved regulatory governance and economic transformation [8]. Group 4: Target Price Insights from GF Securities - GF Securities has identified three stocks with significant target price increases, including Pudong Development Bank with a target price of 15.65 CNY compared to a closing price of 10.06 CNY, indicating a potential upside of 55.57% [10][11]. - The firm anticipates a strong seasonal market effect during the spring, particularly around the Chinese New Year [10]. Group 5: Target Price Insights from Guotai Securities - Guotai Securities has identified three stocks with target price increases over 50%, including Betta Pharmaceuticals with a target price of 71.95 CNY against a closing price of 45.70 CNY, representing a potential upside of 57.44% [13][15]. - The firm highlights the importance of technology and overseas expansion as key drivers for future growth [13]. Group 6: Target Price Insights from Dongwu Securities - Dongwu Securities has identified three stocks with the highest target price increases, including Tianci Materials with a target price of 79.20 CNY compared to a closing price of 40.40 CNY, indicating a potential upside of 97.80% [19][20]. - The firm expects a strong performance in the market as it transitions towards technology and cyclical sectors [19]. Group 7: Target Price Insights from Guojin Securities - Guojin Securities has identified China Pacific Insurance as the only stock with a target price increase over 50%, with a target price of 73.18 CNY against a closing price of 44.36 CNY, representing a potential upside of 64.97% [16][18]. - The firm believes that the insurance sector is entering a new cycle of growth driven by both volume and price increases [16].

实行清单制管理、加速储能项目建设进度。项目具体清单由省级能源主管部门会同价格主管部门制定， 管理要求由国家能源局另行明确。我们预计对储能电站的申报、考核、建设周期等明显要求，一定程度 上推动一部分暂停项目的建设进度。 明确容量电价承担方、电费结算与市场参与。1）明确新型储能容量补偿费用，纳入当地系统运行费 用，成为电价构成部分，由终端用户承担。2）充放电：有现货市场的，充放电均按照现货实时价格； 无现货市场时，充电执行工商业用户购电价格，放电价格由省级确定。3）输配电费：充电时需缴纳输 配电费，放电时退减已缴纳费用。4）未来衔接"可靠容量补偿机制"，与煤电、气电等共用同一补偿机 制，实现公平竞争。 影响：后续多省将出台对应储能容量电价政策、需求爆发。1）参考甘肃标准，330元/kw*（1-厂用店率 1.74%）(配储时长/6h）*供需系数（25年为89.5%），对应4h配储的补贴标准193元/kw，若按照电芯价 格0.35元/wh（碳酸锂价格12万/吨），价差0.26元/wh，对应irr是8~9%，满足资金方收益率要求。2）我 们预计后续多省将出台相关补贴，25年新型储能并网183GWh，我们预计26年仍可实 ...

Core Viewpoint - Contemporary Amperex Technology Co., Ltd. (CATL) has signed a comprehensive strategic cooperation agreement with the Yunnan Provincial Government, marking the initiation of extensive collaboration in multiple fields focused on "green electricity + advanced manufacturing" [1] Group 1: Strategic Agreements - CATL has entered into a series of specialized cooperation agreements with Kunming City, the Dianzhong New Area, and several local enterprises including the Provincial Energy Group, Provincial Transportation Investment Group, and Sinopec Yunnan Company [1] Group 2: Future Initiatives - The collaboration aims to jointly promote the deep development of green energy, the electrification of transportation and logistics networks, and the construction of charging and swapping infrastructure along with a comprehensive energy service network across the province [1]

文 | 中关村储能产业技术联盟 1月30日， Schrode r s Gre enc oat与宁德时代以及Lo chpine Capit a l签署战略谅解备忘 录（MoU） ，携手探索、开发、投资欧洲电池储能项目。 该 谅 解 备 忘 录 的 签 署 ， 正 值 施 罗 德 集 团 （ Sc hr ode rs Gr oup ） 首 席 执 行 官 理 Ri c ha r d Ol dfi e l d随英国首相Sir Ke ir St a rme r带领的英国商业代表团访华期间，此次访问旨在中 英两国间建立更紧密的商业、贸易和投资纽带。依托与交通银行成功的合作伙伴关系，施 罗德已进入中国大陆市场三十余年。 本次合作旨在整合各方在绿色能源基础设施和科技领域的专业优势， 逐步支持欧洲实现 1 0GWh可再生能源储能装机规模 ，促进欧洲的净零排放能源转型。 在谅解备忘录的框架下，三方将合作打造欧洲电池储能系统的投资平台。 宁德时代将作 为电池供应商 。 Schrode r s Gre enc o a t是欧洲最大的资产管理机构之一， 隶属于施罗德资本（Sc h r o d e rs Ca pit a l）-- 施 ...

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2026年1月28日从7.79%增至8.09%。 ...

Market Overview - The battery sector increased by 1.4% compared to the previous trading day, with Huazi Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - Huazi Technology (300490) closed at 16.94, up 10.36% with a trading volume of 515,900 shares and a transaction value of 855 million [1] - Anfu Technology (603031) closed at 55.65, up 10.00% with a trading volume of 115,800 shares [1] - Yinghe Technology (300457) closed at 29.30, up 9.45% with a trading volume of 305,000 shares [1] - Honggong Technology (301662) closed at 178.80, up 8.54% with a trading volume of 15,700 shares [1] - Manns Tech (301325) closed at 52.70, up 8.10% with a trading volume of 58,000 shares [1] - Haike Xina (301292) closed at 54.15, up 7.87% with a trading volume of 129,300 shares [1] - Xianhui Technology (688155) closed at 97.98, up 7.67% with a trading volume of 50,300 shares [1] - Xian Dao Intelligent (300450) closed at 59.92, up 7.56% with a trading volume of 942,300 shares [1] - Keda Li (002850) closed at 4162.00, up 6.78% with a trading volume of 118,200 shares [1] - Wanrun New Energy (688275) closed at 77.99, up 6.69% with a trading volume of 62,100 shares [1] Capital Flow Analysis - The battery sector saw a net inflow of 508 million from institutional investors, while retail investors contributed a net inflow of 594 million [2] - Retail investors experienced a net outflow of 1.1 billion, indicating a mixed sentiment in the market [2] Detailed Capital Flow for Selected Stocks - Xian Dao Intelligent (300450) had a net inflow of 3.80 billion from institutional investors, but a net outflow of 2.50 billion from retail investors [3] - Tianhua New Energy (300390) saw a net inflow of 1.33 billion from institutional investors, with retail investors experiencing a net outflow of 765.46 million [3] - Anfu Technology (603031) had a net inflow of 631.24 million from institutional investors, while retail investors faced a net outflow of 571.16 million [3] - Keda Li (002850) recorded a net inflow of 503.07 million from institutional investors, with retail investors seeing a net outflow of 617.04 million [3]

| 全国企业信用查询 | 解放时代新能源科技有限公司 | × 查一下 | | --- | --- | --- | | 基本信息 69 | 法律诉讼 3 经营风险 | 经营信息 32 | | 法定代表人 | 登记状态 乔燕南 | 存续(在营、开业、 | | | 注册资本 | 49067.860347万元 | | 组织机构代码 MACAEEKY-8 | 工商注册号 | 130192000037506 | | 企业类型 其他有限责任公司 | 营业期限 | 2023-03-01 至 2073 | | 人员规模 少于50人 | 参保人数 | 38 (2024年报) 应 | | 所属地区 | 河北省石家庄市正定县 登记机关 | 自贸试验区正定片区 | | 国标行业 | 节能技术推广服务(M7514) V 英文名 | Jiefang Times New [ | | 注册地址 | 中国（河北）自由贸易试验区正定片区园博园大街19号河北出版传媒创意中心 | | | 经营范围 | 一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广; 生产测试设备销售;试验机销售;新能源汽车废旧动力蓄电池回收及梯次利用 附件销售 ...

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：宁德时代 ICC 鑫椤资讯年终盘点： 鑫椤报告预售： 2025-2029年全球锂电池应用市场运行趋势及竞争策略研究报告 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 2月2日，泉州市人民政府与宁德时代正式签署新能源电池生产基地项目合作协议。 据介绍，双方将围绕新能源电池的研发与制造开展深度合作，运用先进绿色制造技术， 建设智能化、零 碳化现代工厂 ，完善产业链配套，带动上下游企业协同发展，共同壮大 ...

Core Viewpoint - Fulin Precision (300432) has been subjected to regulatory measures by the Sichuan Securities Regulatory Bureau due to various compliance violations, including governance, internal control, financial accounting, and information disclosure issues [1][2]. Group 1: Compliance Violations - The company governance issues include missing individual votes from board resolutions and lack of signatures from insiders on confidential information records [1]. - Internal control problems involve related party transactions where contracts were signed after the work commenced, and some revenue recognition documents were not retained [1]. - Financial accounting irregularities include misreported income from outsourced processing materials, premature revenue recognition for exports, and unaccounted inventory depreciation [1]. - Information disclosure failures consist of untimely and inaccurate disclosures regarding related party transactions and bad debt provisions [1]. Group 2: Regulatory Actions - The Sichuan Securities Regulatory Bureau has mandated corrective actions for Fulin Precision and issued warning letters to key executives, including the chairman and general manager [2]. - The company is required to rectify the identified compliance issues as part of the regulatory measures [2]. Group 3: Fundraising Activities - Fulin Precision announced a plan to raise approximately 3.18 billion yuan through a private placement, with proceeds allocated to various projects, including high-end lithium iron phosphate production and key components for electric vehicles [2][3]. - The placement involves a significant investment from CATL, which will acquire over 5% of Fulin Precision's shares, constituting a related party transaction [3]. Group 4: Shareholder Actions - The actual controller, An Zhifu, has completed a share reduction plan, selling a total of 17,097,476 shares at an average price of 15.48 yuan per share, amounting to approximately 265 million yuan [3]. - An Zhifu's total cash raised from share reductions in 2025 reached approximately 488 million yuan [5].