Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around the new industry cycle, new materials, new processes, new technologies, and the evolving industrial landscape [2][3] Event Scale and Participation - The event is expected to attract over 1200 offline participants and 30,000 online viewers, making it the largest annual conference in the industry [4] - There will be nine specialized forums featuring over 60 prominent speakers discussing core issues, technological breakthroughs, safety challenges, and value chain restructuring [4] Awards and Recognition - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4][11] - The awards will include various categories such as technology innovation in lithium battery cells, energy storage, and materials [12] Industry Engagement - The event will feature participation from leading companies in the lithium battery sector, including major players like CATL, Samsung SDI, and BASF, among others [2][4] - A special session for the 2025 China New Energy Entrepreneurs Club will facilitate direct engagement between corporate leaders [4] Technical Discussions - The conference will cover a wide range of topics, including advancements in high-energy and high-power battery technologies, smart manufacturing equipment, and the development of solid-state batteries [7][8][9] - Specific sessions will address user-side energy storage applications, portable storage technologies, and the implications of new national standards [8][9] Networking Opportunities - The event will provide a platform for industry professionals to network, share insights, and explore collaborative opportunities for future development [2][4]

2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 倒计时14天 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下1200+，在线直播观看30000+ 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/新能安/多氟多/保力新/远 东电池/国轩吉美泰/诺达智慧/创明新能源/德赛电池/陀普科技/蓝京新能源/北测新能源/亿鑫丰/达力智 能/金力股份/苏州莫洛奇/鑫晟达/先导智能/尚太科技/超业精密/科迈罗/东唐智能/贤辰智享/爱签/中天 和/和明机械/信瑞新能源/亿纬锂能/派能科技/移族/新日股份/弘正储能/亮见钠电/易事特 /清陶云能 / 小鲁锂电/仲恺高新区 /信宇人 等 储能需求爆发、价格继续上行，磷酸铁锂产能扩充明显提速。起点锂电注意到，近期又有4大项目传来新进展，预计将为磷酸铁锂赛道增加近 百万吨 ...

格隆汇12月4日｜宁德时代：匈牙利电池工厂已准备就绪；电池生产预计将于2026年初启动。首期年产 能40吉瓦时的电池工厂已被客户全部预订；计划一季度前本地招聘1500人。 ...

宁德时代：电池工厂初始年产能40吉瓦时，已全部被客户预定。 ...

宁德时代：将扩大当地员工队伍，到第一季度雇佣1,500人。 ...

12月4日宁德时代大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | 业部 | | 2.61 | 1000.54 | 383.35 | 0.00 | 华泰证券股份有限公司上海浦东新区 | 机构专 | | | | | | 滨江大道证券营业部 | 用 | 证券时报·数据宝统计显示，宁德时代今日收盘价为383.35元，上涨1.93%，日换手率为0.45%，成交额 为73.00亿元，全天主力资金净流入5.77亿元，近5日该股累计上涨3.27%，近5日资金合计净流入9.42亿 元。 两融数据显示，该股最新融资余额为215.52亿元，近5日增加7.75亿元，增幅为3.73%。（数据宝） 宁德时代12月4日大宗交易平台出现一笔成交，成交量2.61万股，成交金额1000.54万元，大宗交易成交 价为383.35元。该笔交易的买方营业部为华泰证券股份有限公司上海浦东新区滨江大道证券营业部，卖 方营业部为机构专用。 进一步统计，近3个月内 ...

Market Overview - The two markets experienced a net outflow of 7.686 billion yuan, with 1,672 stocks seeing net inflows and 2,912 stocks seeing net outflows [1] - The Shanghai Composite Index closed down by 0.06% [1] Industry Analysis - Six industries saw net inflows, with the machinery equipment sector leading at 2.92 billion yuan, followed by household appliances at 2.445 billion yuan [1] - The electronic sector had the highest net outflow at 2.217 billion yuan, followed by non-ferrous metals at 1.904 billion yuan [1] Stock Performance - A total of 24 stocks had net inflows exceeding 200 million yuan, with Sanhua Intelligent Control leading at 2.581 billion yuan [2] - The average increase for stocks with net inflows over 200 million yuan was 9.44%, outperforming the Shanghai Composite Index [2] - Notable stocks that closed at their daily limit include Chuling Information and Gohigh Technology [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Sanhua Intelligent Control: 2.581 billion yuan, 7.51% increase [2] - Aerospace Development: 1.121 billion yuan, 8.72% increase [2] - China Satellite: 959 million yuan, 10.00% increase [2] Top Net Outflow Stocks - The stocks with the highest net outflows include: - Aerospace Power: -647 million yuan, -0.19% change [4] - Shannon Chip: -528 million yuan, -3.56% change [4] - BlueFocus Communication: -440 million yuan, -3.47% change [4]

Core Points - The Tonghuashun New Quality 50 concept index rose by 0.98%, ranking third among concept sectors, with 29 stocks increasing in value [1] - Notable gainers included Tianfu Communication, Sanhua Intelligent Control, and Green Harmony, which rose by 7.88%, 7.51%, and 5.34% respectively [1] - The sector experienced a net inflow of 4.885 billion yuan, with 27 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] Market Performance - The top-performing concept sectors included Reducers (1.17%), National Big Fund Holdings (0.99%), and Tonghuashun New Quality 50 (0.98%) [2] - The worst-performing sectors included Hainan Free Trade Zone (-3.35%), Dairy Industry (-3.13%), and China Shipbuilding System (-2.42%) [2] Fund Flow Analysis - The leading stocks in terms of net inflow ratio were Sanhua Intelligent Control (18.31%), China Satellite Communications (10.70%), and Aerospace Electric (10.07%) [3] - Sanhua Intelligent Control led the net inflow with 2.652 billion yuan, followed by Tianfu Communication (700 million yuan) and Cambrian (631 million yuan) [2] Stock Performance - The top gainers in the Tonghuashun New Quality 50 concept included: - Sanhua Intelligent Control: 7.51% increase, 8.86% turnover rate, 2.65189 billion yuan net inflow [3] - Tianfu Communication: 7.88% increase, 8.38% turnover rate, 700.3665 million yuan net inflow [3] - Cambrian: 2.75% increase, 1.69% turnover rate, 630.7565 million yuan net inflow [3] - The top losers included: - Inspur Software: 8.70% decrease, 19.07% turnover rate, -438.958 million yuan net outflow [5] - Worth Buying: 2.55% decrease, 10.47% turnover rate, -513.395 million yuan net outflow [5]

沪指12月4日下跌0.06%，申万所属行业中，今日上涨的有9个，涨幅居前的行业为机械设备、电子，涨 幅分别为0.90%、0.78%。电力设备行业今日上涨0.27%。跌幅居前的行业为综合、美容护理，跌幅分别 为2.11%、1.89%。 资金面上看，两市主力资金全天净流出243.04亿元，今日有5个行业主力资金净流入，机械设备行业主 力资金净流入规模居首，该行业今日上涨0.90%，全天净流入资金29.11亿元，其次是家用电器行业，日 涨幅为0.21%，净流入资金为24.44亿元。 主力资金净流出的行业有26个，电力设备行业主力资金净流出规模居首，全天净流出资金41.14亿元， 其次是电子行业，净流出资金为38.66亿元，净流出资金较多的还有有色金属、食品饮料、基础化工等 行业。 电力设备行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300274 | 阳光电源 | 0.24 | 2.18 | -32079.97 | | 603906 | 龙蟠科技 | -6.02 | 19.38 | - ...

Group 1 - The Tonghuashun Overseas 50 concept index rose by 0.82%, ranking 6th among concept sectors, with 30 stocks increasing in value [1][2] - Leading gainers included Sanhua Intelligent Control, Jin Chengxin, and Top Group, which rose by 7.51%, 5.12%, and 3.36% respectively [1][2] - The top decliners were Goldwind Technology, Kangguan Technology, and Keda Manufacturing, which fell by 1.70%, 1.40%, and 1.35% respectively [1][2] Group 2 - The Tonghuashun Overseas 50 concept sector saw a net inflow of 2.743 billion yuan, with 17 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2] - Sanhua Intelligent Control led the net inflow with 2.652 billion yuan, followed by Ningde Times, Shenghong Technology, and Top Group with net inflows of 577 million yuan, 479 million yuan, and 385 million yuan respectively [2][3] Group 3 - In terms of net inflow ratio, Sanhua Intelligent Control, Jiangxin Home, and Sany Heavy Industry had the highest ratios at 18.31%, 14.23%, and 13.06% respectively [3] - The net inflow rankings for the Tonghuashun Overseas 50 concept included Sanhua Intelligent Control, Ningde Times, Shenghong Technology, and Top Group, with respective daily turnover rates of 8.86%, 0.45%, 3.37%, and 3.31% [3][4]