在业内看来，国家能源集团与宁德时代此次在水电领域"深度握手"，打破了传统大型水电项目多由国资主导的格局，为能源领域多元市 场主体协同参与重大项目建设提供了可复制的实践样本。 携手国家能源集团 宁德时代进军水电 "国家队"与"民资巨头"联手，水电领域迎来重磅合作。日前，国能大渡河（丹巴）水电开发有限公司（以下简称"丹巴公司"）正式成 立，股权穿透背后，是国家能源投资集团有限责任公司（以下简称"国家能源集团"）旗下国能大渡河流域水电开发有限公司持股 56.11%，宁德时代新能源科技股份有限公司（以下简称"宁德时代"）持股10%。 据了解，丹巴公司注册资本36亿元，主要负责大渡河丹巴水电站项目的开发建设及管理运营，经营范围明确包含水力发电及风光发电技 术服务。丹巴水电站是国家、四川省"十四五"规划重点建设项目。工程开发以发电为主，兼顾促进地方经济社会发展，将于2025年核 准、2026年开工、2031年投产发电。电站投运后，预计每年可节约标准煤150.7万吨，减少二氧化碳排放301万吨。 公开资料显示，国家能源集团与宁德时代的此次携手源自"四川大渡河丹巴水电站项目引入民营企业投资入股推介公告"。今年8月，国家 能源 ...

Core Viewpoint - The company, Fuxiang Pharmaceutical, is involved in the production of lithium battery electrolyte additives, primarily including VC and FEC, with key customers being Tianqi Materials and New Zobang [1] Group 1: Product and Customer Overview - The company's lithium battery electrolyte additives are essential components that enter the lithium battery supply chain through downstream customers [1] - Major applications of the company's products are in lithium battery production, including manufacturers like CATL [1] Group 2: Disclosure and Compliance - The company adheres to information disclosure regulations regarding specific customer certifications and supply relationships, which are governed by commercial agreements with partners [1]

Macro Dynamics - The People's Bank of China will conduct a 10,000 billion yuan reverse repurchase operation on December 5, 2025, to maintain ample liquidity in the banking system, with a term of 3 months (91 days) [2] Bilateral Investment - The Chinese Ministry of Commerce and the French Ministry of Economy, Finance, and Industrial and Digital Sovereignty signed a memorandum to strengthen bilateral investment, encouraging enterprises from both countries to increase mutual investments and ensure a fair and predictable business environment [3] Automotive Industry - The "14th Five-Year Plan" emphasizes qualitative improvement, with domestic automobile sales expected to exceed 35 million units during this period, and the penetration rate of new energy vehicles projected to surpass 70% [4][5] Unicorn Enterprises - In the 2025 Global Unicorn Enterprises 500 list, China maintains its leading position with 150 companies, contributing significantly to the overall valuation of 39.14 trillion yuan, which has increased by over 30% compared to 2024 [6] Space Exploration - The Shenzhou 21 astronaut crew is set to conduct their first extravehicular activity soon, having completed various tasks since their arrival at the space station on November 1, 2025 [7] Financial Regulations - The U.S. SEC has postponed the deadline for hedge funds and large investors to comply with short-selling and related stock lending disclosure regulations to January 2, 2028, and September 28, 2028, respectively [8] A-Share Market Outlook - UBS Securities analyst Meng Lei forecasts that A-share earnings growth may rise to 8% in 2026, driven by improved nominal GDP growth, narrowing PPI declines, and supportive policies [9] Market Data - On December 4, the market rebounded, with the ChiNext Index rising over 1%, while the total trading volume in the Shanghai and Shenzhen markets was 1.55 trillion yuan, a decrease of 121 billion yuan from the previous trading day [11] Financing Trends - As of December 3, the financing balance in the two markets decreased by 3.685 billion yuan, with the Shanghai Stock Exchange reporting 1.24699 trillion yuan and the Shenzhen Stock Exchange reporting 1.210675 trillion yuan [12] Hong Kong Market Performance - On December 4, the Hang Seng Index rose by 0.68%, with the Hang Seng Tech Index increasing by 1.45%, led by gains in the innovative drug and robotics sectors [13] Company Developments - CATL aims to achieve ocean-going capabilities for pure electric vessels within three years, currently holding a 40% global market share in providing power solutions for various types of vessels [14] - Country Garden's debt restructuring plan for nine bonds totaling over 13.858 billion yuan has been approved by creditors [15] - Nezha Auto is recruiting impact bond investors, planning to raise up to 100 million yuan through this initiative [16][17]

本报（chinatimes.net.cn）记者胡雅文 北京报道 近日，宁德时代（300750.SZ）1—6级员工基本工资上调150—200元的消息传开。12月1日，董事长曾毓 群以"没错"二字向媒体证实了这一消息。12月2日，《华夏时报》记者就此事联系了宁德时代方面，截 至发稿未得回复。一位宁德时代工程师告诉记者，"自己没有收到这一邮件，1—6级别并不是所有职 级。" 加班费和基本工资是基层员工收入的主要来源。以3级员工为例，除开基本工资，还有工作津贴200元、 地区津贴400元、绩效奖0—600元、全勤奖150元、夜班津贴20元/天、加班费则以基本工资为基数，平 时加班费为1.5倍、周末为2倍、法定节假日为3倍。当税前月薪为7800元时，若绩效奖为600元，夜班按 20天/月算，加班费可达4000元，加班费占比超过一半。 由于基本工资还充当着加班费基数，基层员工的实际增长收入会高于100—200元。如上述第2职级的基 本工资比第1职级高100元，但税前月薪由6400元增长了7.81%至6900元。 中国企业资本联盟中国区首席经济学家柏文喜告诉《华夏时报》记者，"宁德时代此次涨薪的象征意义 大于实际金额，核心 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 寧德時代新能源科技股份有限公司（「本公司」） 呈交日期: 2025年12月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03750 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 155,915,300 | RMB | | 1 RMB | | 155,915,300 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 155,915,300 | RMB | | 1 RMB | | 155,915,300 | | 2. 股份分類 | 普通股 | 股份類別 | ...

（原标题：主力资金丨出手超24亿元，这只龙头股获资金爆买！） 6个行业获主力资金净流入。 此外，还有天孚通信、宁德时代、航天发展、长川科技等主力资金净流入金额居前，均超5亿元。 25个主力资金净流出的行业中，电子行业主力资金净流出56.69亿元，居首；电力设备行业主力资金净流出金额超38亿元，有色金属、医药生物和 基础化工等行业净流出均超18亿元，居前列。 两只人形机器人概念股受青睐 从个股来看，50股主力资金净流入均超1亿元，其中18股净流入金额均超2亿元。 两只人形机器人概念股获主力资金大幅抢筹。龙头股三花智控主力资金净流入24.25亿元，居首；该股今日上涨7.51%，成交额达144.82亿元。巨 轮智能涨停，主力资金净流入8.62亿元，居次席，净流入额创2025年9月2日以来新高。 据证券时报·数据宝统计，今日（12月4日）沪深两市主力资金净流出214.71亿元，其中创业板净流出93.48亿元，沪深300成份股净流出31.92亿元。 行业板块方面，申万一级9个行业上涨，机械设备行业涨幅居首，达0.9%；电子、国防军工、通信和有色金属行业涨幅居前。22个下跌行业中， 综合行业跌2.11%，居首。美容护理、 ...

Core Points - The Green Governance Index (980058) closed at 1324.41 points, up 0.4%, with a trading volume of 87.561 billion yuan and a turnover rate of 1.14% [1] - Among the index constituents, 39 stocks rose while 58 fell, with Northern Huachuang leading the gainers at 3.67% and Luzhou Laojiao leading the decliners at 3.76% [1] Index Constituents - The top ten constituents of the Green Governance Index include: - Ningde Times (12.72% weight) at 383.35 yuan, up 1.93% [1] - Midea Group (6.81% weight) at 81.89 yuan, down 0.34% [1] - Dongfang Wealth (5.82% weight) at 22.39 yuan, up 0.72% [1] - Luxshare Precision (5.40% weight) at 59.63 yuan, up 1.38% [1] - Sungrow Power Supply (4.99% weight) at 177.55 yuan, up 0.24% [1] - Wuliangye (3.94% weight) at 114.45 yuan, down 0.99% [1] - Gree Electric Appliances (3.16% weight) at 40.94 yuan, up 0.32% [1] - Northern Huachuang (2.82% weight) at 449.79 yuan, up 3.67% [1] - Inovance Technology (2.63% weight) at 72.65 yuan, up 3.39% [1] - ZTE Corporation (2.52% weight) at 42.92 yuan, down 0.88% [1] Capital Flow - The net outflow of main funds from the index constituents totaled 2.808 billion yuan, while retail investors saw a net inflow of 3.06 billion yuan [1] - Detailed capital flow for specific stocks shows: - Ningde Times had a main fund net inflow of 568 million yuan [2] - Inovance Technology had a main fund net inflow of 15 million yuan [2] - Dongfang Wealth experienced a main fund net inflow of 76.89 million yuan [2] Recent Adjustments - The Green Governance Index constituents were adjusted recently, adding 10 new stocks, effective December 15, 2025 [3] - New additions include: - Zhongke Environmental Protection (77.42 billion yuan market cap) [3] - Dongsoft Zhaibo (72.07 billion yuan market cap) [3] - Furan Energy (158.40 billion yuan market cap) [3] - Water Technology (51.67 billion yuan market cap) [3] - Satellite Chemical (567.95 billion yuan market cap) [3] - Jinhe Industry (115.60 billion yuan market cap) [3] - Changbao Co. (70.35 billion yuan market cap) [3] - Shuanghuan Transmission (338.81 billion yuan market cap) [3] - Shield Environment (136.16 billion yuan market cap) [3] - Fu'ao Co. (94.25 billion yuan market cap) [3]

不过，内河电动化需要解决的痛点依然较多。宁德时代船舶事业部副总经理庄展汀介绍，内河电动化还 面临补能、成本和安全三个方面的焦虑，还存在初始投资高、对电池寿命和残值没有信心、对补贴过度 依赖的情况。 宁德时代通过"船-岸-云"模式，来对冲上述三大焦虑。在补能侧，通过高压大功率充电技术，实现能量 的快速流动，使货船的补能效率做到接近甚至优于加油；在成本侧，通过15年寿命的船用电池、规模化 的回收实现增效，"船-岸-云"解决方案可使整船总成本较油船明显下降，如拖轮下降50%以上，货船下 降33%以上，提升电船运营和管理效率；在安全侧方面，通过全流程的测试验证体系、船级社认证以 及"云帆"平台上的实时监测预警，把风险前置在陆上实验室和云端。 业内人士认为，电动船舶并非陆上技术的简单移植，其发展需直面高湿、高盐雾、长航时、大功率等严 苛运营环境的挑战。此外，船舶电动化市场的竞争格局也在发生变化，行业从单一的电池制造竞争，转 向全链条的生态竞争。 智通财经12月4日讯（记者 刘梦然）宁德时代（300750.SZ）今日在"2025年中国国际海事会展"上发布 了"船-岸-云"零碳航运及智慧港航一体化解决方案，公司船舶事业部总 ...

12月4日，上证指数早盘探底回升，临近午盘有所回落，午后低位窄幅震荡；深证成指、创业板指早盘 探底回升，临近午盘有所回落，午后窄幅震荡；科创50指数早盘探底回升，午后一度回落，之后再度上 扬。截至收盘，上证指数报3875.79点，跌0.06%，成交额6237亿元；深证成指报13006.72点，涨0.4%， 成交额9252.47亿元；创业板指报3067.48点，涨1.01%，成交额4161.77亿元；科创50指数报1326.16点， 涨1.36%，成交额487亿元。沪深两市合计成交15489.47亿元，成交额较上一交易日减少1210.49亿元。 卫星互联网、人形机器人等概念走强 高乐股份4连板 盘面上来看，行业板块、概念跌多涨少。其中，机械设备、国防军工、电子、汽车、证券等行业涨幅靠 前；卫星互联网、人形机器人、商业航天、同步磁阻电机、工业母机等概念走势活跃。美容护理、商贸 零售、食品饮料、化工、纺织服饰、农林牧渔、教育、轻工制造等行业跌幅居前；乳业、社区团购、培 育钻石、预制菜、租售同权、旅游、海南自贸、有机硅等概念走势较弱。涨停个股主要集中在机械设 备、轻工制造、电子、公用事业、建筑装饰等行业。 50股获主 ...

Core Viewpoint - The strategic cooperation agreement signed between CATL, Antong Holdings, and Shenzhen Porteng aims to establish a new paradigm of zero-carbon multimodal logistics driven by a "green supply chain collaboration" [1] Group 1: Companies Involved - CATL (Contemporary Amperex Technology Co., Limited) is focusing on leveraging its battery technology to enhance logistics solutions [1] - Antong Holdings is expected to contribute its logistics network expertise to the partnership [1] - Shenzhen Porteng will integrate its technological capabilities to support the initiative [1] Group 2: Objectives of the Cooperation - The collaboration aims to promote the transformation of the logistics transportation industry towards cleaner and lower carbon emissions [1] - The integration of core advantages from each party is intended to drive innovation in logistics solutions [1]