| 权益类证券大宗交易 (协议交易) | | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交全额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2025-12-03 | 300750 | 宁德时代 | 376.08 | 8.44 | 3,174.12中信证券股份有限 | | 机构专用 | | | | | | | | 公司北京分公司 | | 12月3日，宁德时代大宗交易成交8.44万股，成交额3174.12万元，占当日总成交额的0.6%，成交价376.08元，较市场收盘价 376.08元持平。 ...

- The report does not contain any quantitative models or factors for analysis[1][2][4] - The content primarily focuses on market data, financing and securities lending balances, and industry/stock-specific financing and securities lending characteristics[1][8][56] - No quantitative models or factors are constructed or tested in the provided report[1][2][4]

近日，广汽、宁德时代与京东三方联合推出的"国民好车"埃安UT super出现部分首批订单退订情况，引 发市场关注。风波核心争议之一是"消失的天窗"。有消费者表示，下单时部分宣传页面显示配备天窗， 但后续披露信息中却无此项。对此，广汽集团方面致歉，称天窗图片是内容审核失误导致。其次，电池 租赁方案的里程限制引发用户不满。这款车最初宣传电池月租399元，但用户支付定金后得知每月有 3000公里基础里程限制，超出部分需按0.2元/公里计费。此外，开票城市限制导致补贴无法领取也是一 大问题。据悉，该车需要在京东线上下单，发票仅能选择上海、广州开具，这使得其他城市用户无法享 受本地旧车报废补贴。针对一系列问题，三方12月1日组织用户恳谈会，回应争议并明确退款政策：11 月9日至23日支付定金且未完成定制的用户可无条件退款；11月24日起下单的用户享有48小时"犹豫 期"。三方合作出现如此纰漏，核心问题还是协同机制的缺失。分工方面，京东负责线上渠道，广汽负 责生产与线下网络，宁德时代提供电池技术，但服务衔接不足导致用户问题被"踢皮球"。第二，宣传物 料审核失误显然是低级错误，说明发售准备工作不足，客服培训不到位。用快消品 ...

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：快科技 近日，福建省财政厅、科技厅下达2025年度省创新实验室建设运行补助经费。 其中，宁德时代创新实验 室获得建设补助经费1.26亿元、运行补助经费0.5亿元，合计1.76亿元。 宁德时代创新实验室（中国福建能源器件科学与技术创新实验室）是全省首个由政府推动、依托民营企业 组建的省创新实验室，通过充分发挥企业在市场、技术、应用等资源配置方面灵活高效的优势，将现代化 的企业管理与灵活的产学研用机制相结合，实现企业研发体系与实验室建设有机融合，打造具有强劲创新 驱动力和全球产业影响力的一流科技创新高地与人才聚集地。 依托宁德时代的产业优势，宁德时代创新实验室在垂直技术部门积累技术实力，在解决问题时横向快速整 合资源，形成高效协同的作战团队。目前，实验室研发团队规模超1200人，硕士以上学历占比55%，平 均年龄29岁，展现出较强的创新活力。今年6月，宁德时代创新实验室在国际学术期刊《自然·纳米技术》 上以"锂金属电池电解质实用化设计"为题，发表了研究团队在锂金属电池技术领域取得的重大研究进展， 为锂金属电池产业 ...

在竞争激烈的储能赛道上，江苏无锡跑出了一匹估值60亿的"准独角兽"。近日，年收入冲上10亿元，成立仅6年的储能系统集成 商果下科技二次递表港交所。 21世纪经济报道记者发现，在果下科技的股东和资金流向背景中，不乏凯博资本的身影。 其最大的客户与供应商中创新航为果下科技引入了投资人凯博鸿成。在果下科技提供贷款的对象中，行业参与者K、L、M由一 个有限合伙基金间接控制，该基金的有限合伙人包括中创新航，普通合伙人包括凯博私募。 据无锡日报，值得注意的是，这是一家名副其实的"江大系"企业：果下科技创始人冯立正毕业于江南大学机械工程及自动化专 业，总经理张晰和执行总裁刘子叶毕业于江南大学过程装备与控制工程专业。企业发展初期的天使轮投资人亦是江南大学校友 陈俊德。 储能赛道价格博弈激烈 尽管今年前三季度全国新型储能装机量达32.8GW，同比激增178%，但低价竞争难以扭转。国内储能系统中标均价从2022年1.6 元/Wh跌至2025年0.65元/Wh乃至更低。 不止于此，激烈的价格竞争已从国内蔓延至海外。在近日的公开场合，宁德时代（300750）董事长曾毓群直言："行业内的玩家 不仅'卷'国内，还'卷'到国外，欧美和中东 ...

Core Viewpoint - The recent launch of the "National Good Car" Aion UT Super by GAC Group, CATL, and JD.com has faced order cancellations due to various customer complaints regarding configuration discrepancies and limitations on mileage and invoicing cities [1][2] Group 1: Customer Complaints - A significant issue raised by customers is the absence of a sunroof, which was initially advertised but later omitted from the final configuration details [1] - Customers expressed dissatisfaction with the battery rental plan, which has a mileage cap of 3,000 kilometers per month, leading to additional charges for exceeding this limit [1] - The invoicing city restriction has prevented customers from claiming local vehicle scrapping subsidies, increasing the overall cost of purchasing the vehicle [2] Group 2: Company Responses and Policies - A user meeting was held on December 1 to address the concerns and propose solutions, with GAC Group's Aion BU apologizing for the sunroof issue due to a content review error [1] - Refund policies were established, allowing customers who paid deposits between November 9 and 23 to receive unconditional refunds, while those who ordered after November 24 have a 48-hour "cooling-off period" [2] - JD.com's automotive marketing head stated efforts are underway to expand the list of invoicing cities to alleviate the subsidy issue [2] Group 3: Industry Context - GAC Group has been struggling with strategic inconsistencies, scattered R&D investments, management instability, and a lag in the transition of joint venture brands to new energy vehicles, leading to a decline in its self-owned brand's profitability [2] - Recent financial data indicates that GAC Group reported a net loss of 4.3 billion yuan in the third quarter of 2025, with a year-to-date sales drop of 11% and a 21% decline in Aion's sales during the same period [2]

Group 1 - Xi'an Yicai plans to invest approximately 12.5 billion yuan in the Wuhan silicon material base project, focusing on producing silicon monocrystalline polished wafers and epitaxial wafers for advanced integrated circuits [1] - CATL has repurchased 15.99 million A-shares for a total expenditure of approximately 4.386 billion yuan, representing 0.36% of its total A-share capital [1][2] - Tianpu Co. has completed a stock suspension review after a 451.8% increase in stock price from August 22 to November 27, and its shares will resume trading [2] Group 2 - Jiangbolong plans to raise no more than 3.7 billion yuan through a private placement for high-end memory research and development projects [4] - Ashi Chuang intends to raise no more than 900 million yuan for semiconductor material projects and to supplement working capital [5] - Aike Co. plans to acquire 100% equity of Dongguan Qixiang for 2.2 billion yuan, focusing on products applicable in new energy battery and storage fields [6] Group 3 - Xiangyuan Cultural Tourism's subsidiary intends to acquire 100% equity of Jinxiu Lianhua Mountain for approximately 345 million yuan, which operates a national AAAA-level tourist attraction [7] - Zhongding Co. plans to issue convertible bonds totaling no more than 2.5 billion yuan for various projects including smart robots and new energy vehicle systems [9] - Jingtou Development intends to acquire 45% equity of Shanghai Lishi and related debts, aiming for full ownership of the company [10] Group 4 - Luoyang Molybdenum's subsidiary plans to invest 500 million yuan in a fund focusing on technology, healthcare, and consumer goods [11] - Transsion Holdings has submitted an application for H-share listing on the Hong Kong Stock Exchange [12] - ST Zhiyun's controlling shareholder is set to change, with a new entity gaining control over 18.61% of voting rights [13] Group 5 - Chongqing Construction's second-largest shareholder plans to transfer 12.95% of state-owned shares to other state-owned entities [14] - Longpan Technology's subsidiary signed a long-term procurement agreement to supply 106,800 tons of lithium iron phosphate materials, with a total contract value estimated between 4.5 billion to 5.5 billion yuan [15] - Junting Hotel's controlling shareholder will change to Hubei Cultural Tourism Group, with shares resuming trading [16] Group 6 - Hefei Guotou will become the controlling shareholder of Chuanan Technology after a private placement to raise no more than 1.419 billion yuan for various projects [18] - Xianglu Tungsten's shareholder plans to reduce holdings by up to 1.6 million shares, representing 0.49% of total shares [20] - Ankai Micro plans to acquire 85.79% of Siche Technology for 326 million yuan, focusing on AIoT chip design [20]

近日，宁德时代587Ah大容量储能电芯已完成2 GWh出货，今年预计出货量将达3GWh。这标志着 587Ah电芯正式进入规模化商用阶段。宁德时代的储能电芯，已经过280Ah、314Ah到587Ah的迭代。其 587Ah电芯历经三年研发测试，初始能量转换效率为96.5%，具有长寿命、低度电成本优势。（智通财 经） ...

（责任编辑：宋政 HN002） 格隆汇12月3日｜近日，宁德时代(300750)587Ah大容量储能电芯已完成2GWh出货，率先实现GWh级出 货，今年预计出货量将达3GWh。这标志着587Ah电芯正式进入规模化商用阶段。宁德时代的储能电 芯，已经过280Ah、314Ah到587Ah的迭代。其587Ah电芯历经三年研发测试，初始能量转换效率为 96.5%，具有长寿命、低度电成本优势。据智通财经了解，基于自研的超级拉线，宁德时代济宁基地系 统产能支持日产22万+个587大容量电芯，最大生产节拍120+产线/分钟，平均不到2秒产出一颗电芯，生 产成本降低42%，安全失效率达到PPB级(十亿分之一)。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Core Insights - The company has highlighted its technological advantages in the lithium battery anode business, including proprietary control of raw material structure, coating processes, surface modification technology, and next-generation graphitization technology, which are considered industry-leading [1] - The company is experiencing high capacity utilization in its lithium battery anode business and is actively planning new production capacity both domestically and internationally to meet the growing market demand driven by the electric vehicle and energy storage sectors [1] - The company is engaged in deep collaborations with major battery manufacturers such as CATL and EVE Energy through joint ventures and cross-shareholding, and has introduced strategic investor Kaibo Chengdu Fund to support its sustainable development [1] Company Operations - The company is currently operating at high capacity utilization in its lithium battery anode business [1] - There are plans for new production capacity expansion both in domestic and international markets to cater to increasing demand [1] Strategic Collaborations - The company has established deep partnerships with leading battery firms like CATL and EVE Energy through joint ventures and cross-shareholding arrangements [1] - The introduction of strategic investor Kaibo Chengdu Fund is aimed at facilitating the company's ongoing healthy development [1]