12月2日，瀚川智能发布《关于收到调解书暨诉讼进展的公告》，披露其与时代骐骥数字科技（上海）有限公司（以下简称"时代骐骥"）的买卖合 同纠纷案件已达成调解并收到法院民事调解书，同时公布了与宁德时代新能源科技股份有限公司（以下简称"宁德时代"）及其子公司相关诉讼的 最新进展。 资料显示，时代骐骥的唯一股东为宁普时代电池科技有限公司，而宁普时代又是宁德时代持股超94%的子公司。 诉讼过程中，瀚川智能申请撤回对宁普时代的起诉，时代骐骥则提起反诉，反诉金额合计8,323,600元，法院予以受理并合并审理。经江苏省苏州 工业园区人民法院主持调解，双方自愿达成调解协议，核心内容如下： · 时代骐骥同意在2025年12月30日前向瀚川智能支付货款5,034,800元； · 瀚川智能就案涉订单自愿放弃剩余货款及违约责任的主张，其余诉请亦自愿放弃； · 上述给付完成后，双方就本案再无其余纠葛； · 本诉案件受理费减半收取46,830元、保全费5,000元，合计51,830元，由瀚川智能负担28,415元、时代骐骥负担23,415元，时代骐骥应负担款项需于 2025年12月30日前给付瀚川智能。 公告指出，截至2025年半年度， ...

Core Viewpoint - The article discusses the issues surrounding the Aion UT Super vehicle, including a content review error regarding the sunroof configuration, misleading rental terms, and invoice issuance limitations, leading to customer dissatisfaction [1][2][3]. Group 1: Content Review Error - Aion's Vice President Yang Long acknowledged that the sunroof configuration was a result of a content review error, which has been quickly rectified and a comprehensive self-inspection has been initiated [1][2]. - Customers reported seeing promotional images of the Aion UT Super with a sunroof, but upon delivery, the vehicle did not have this feature, and it could not be added [2][3]. Group 2: Refund Policy - To respect customer choices, the three parties involved (GAC Group, CATL, and JD.com) have committed to allowing customers who paid a deposit of 5,000 yuan between November 9 and 23 to request a refund before confirming their custom order [3]. - For customers who choose to customize their vehicle after November 24, they can request a refund within 48 hours of confirming their order [4]. Group 3: Battery Rental and Pricing - The Aion UT Super offers two purchasing options: battery rental and full vehicle purchase, with the battery rental price set at 49,900 yuan, and a promotional reduction in monthly rental fees from 499 yuan to 399 yuan if ordered by December 8 [6]. - There are limitations on the rental plan, including a maximum monthly mileage of 3,000 kilometers, with additional charges of 0.2 yuan per kilometer for exceeding this limit [7]. Group 4: Invoice Issuance - Initially, customers could only obtain invoices in Shanghai and Guangzhou, a measure intended to help users benefit from government subsidies without affecting vehicle registration nationwide [8]. - The three parties are working to expand the list of cities where invoices can be issued to accommodate customer requests [11].

针对消费者关于天窗疑问、租赁版里程限制、发票地限制等问题，12月1日，广汽、宁德时代、京东三方共同组织埃安UT super用户恳谈会，逐一回应三大 问题。 针对租电版本的里程限制问题，宁德时代旗下的时代电服副总裁邓旭回应，3000公里的基础里程是基于大量实际用车数据制定的，出发点就是想让大多数家 庭用户"为真正用得上的里程付费"，把用车成本降下来，不用为个性化或者偶发的需求多掏钱，让租比买更划算。 针对有用户提出的"399元家庭包设置3000公里基础里程有时可能不够用"的担心，邓旭介绍，除未用完里程可次月结转的政策外，三方也将于12月推出"50元 享1000公里"的里程增量包服务，进一步丰富用户出行场景的覆盖范围。宁德时代方面在接受北京商报记者采访时也透露："里程增量包每月限购两次，上线 时会有具体使用说明。" 在回答为何不同渠道的配置图片显示不同、车辆是否有天窗时，广汽集团埃安BU副总裁、埃安品牌首席用户官杨龙承认，在埃安社区上介绍三方合作生态 内容时出现了一张"天窗图片"，并表示属内容审核失误，已快速修正并全面自查。"从上市当天开始，在三方各种平台的产品配置表上，用户也非常清晰地 看到，没有天窗配置。"现 ...

12月1日，有媒体报道，海博思创计划2026年借助金融租赁实现50GWh独立储能电站投资，这是企业以创新金融工具破解资金瓶 颈、在低价竞争中求量的典型探索。 此前一个月，成立仅6年的"凯博系"公司果下科技二次递表港交所，其参与的"大储能生态联合体"将储能轻资产模式推向公众视 野。 行业发展似乎正在发生改变，轻资产玩法究竟能否突破低价之困？ 价格博弈仍激烈 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GWh级大项目中，部分企业降价30%且承诺寿命增加50%。" 尽管远期需求提振资本市场，价格战冲击直观可见。表面上，随着机制电价落地，精细化管理带来优质项目，但大部分地区的 商业模式不明朗，海外市场依赖价格与售后竞争等继续影响行业"外热内冷"的表现。 在此背景下，储能系统集成环节的企业创新不断涌现，而这，也是低价压力下用商业模式创新对冲规模 ...

格隆汇12月2日丨宁德时代(03750.HK)公告，截至2025年11月30日，公司通过深圳证券交易所股票交易 系统以集中竞价交易方式累计回购公司A股股份1599万股，占公司同日A股总股本的0.3628%，最高成 交价为317.63元/股，最低成交价为231.50元/股，成交总金额为人民币4,385,504,687.90元(不含交易费 用)。 ...

宁德时代（300750）(03750)公布，截至2025年11月30日，公司通过深圳证券交易所股票交易系统以集 中竞价交易方式累计回购公司A股股份约1599.08万股，占公司同日A股总股本的0.3628%，最高成交价 为317.63元/股，最低成交价为231.50元/股，成交总金额为约人民币443.855亿元(不含交易费用)。 ...

格隆汇12月2日丨宁德时代(300750.SZ)公布，截至2025年11月30日，公司通过深圳证券交易所股票交易 系统以集中竞价交易方式累计回购公司A股股份15,990,782股，占公司同日A股总股本的0.3628%，最高 成交价为317.63元/股，最低成交价为231.50元/股，成交总金额为人民币4,385,504,687.90元（不含交易 费用）。 ...

智通财经APP讯，宁德时代(03750)公布，截至2025年11月30日，公司通过深圳证券交易所股票交易系统 以集中竞价交易方式累计回购公司A股股份约1599.08万股，占公司同日A股总股本的0.3628%，最高成 交价为317.63元/股，最低成交价为231.50元/股，成交总金额为约人民币 443.855亿元(不含交易费用)。 ...

Investment Rating - The industry rating is "Overweight" (maintained) [5] Core Insights - The sodium-ion battery industry is transitioning from "industrialization year" to "scale application year" in 2025, with significant growth expected in various applications such as energy storage, start-stop systems, two-wheeled vehicles, and mid-low range electric vehicles [5][37] - The average price of sodium battery cells in 2025 is projected to be 0.52 yuan/Wh, expected to drop to 0.25 yuan/Wh by 2030 [5][37] - The global sodium battery market is anticipated to reach a scale of 1,051 GWh by 2030, with substantial contributions from energy storage and automotive sectors [5][39][40] Summary by Sections 1. Sodium-Ion Battery Material Segments - Key materials for sodium-ion batteries include layered oxides, polyanions, and Prussian blue, with polyanions expected to dominate the market by 2030 [5][16][51] - The production process for sodium-ion batteries is similar to that of lithium-ion batteries, with specific adjustments in material handling and processing [5][33][34] 2. Market Application Potential - The energy storage sector shows immense potential for sodium batteries, particularly in large-scale storage systems due to their long cycle life and safety features [5][37] - In the automotive sector, sodium batteries are expected to dominate the A00/A0 class microcars and economical family cars, with a projected market size of 410 GWh by 2030 [5][40][41] 3. Material Shipment Forecasts - For 2025, the total shipment of sodium battery positive materials is expected to reach 15,000 tons, with polyanion materials surpassing layered oxides in shipment volume [5][51] - The shipment of sodium battery negative materials is projected to be 141.9 million tons by 2030, with hard carbon remaining the mainstream choice [5][54] - The sodium battery electrolyte market is expected to see a shipment of 157.7 million tons by 2030, with prices decreasing from 28,000 yuan/ton in 2025 to 15,000 yuan/ton by 2030 [5][58] 4. Key Company Developments - CATL launched its sodium battery products in 2025, achieving energy densities of 175 Wh/kg and over 10,000 cycles, marking a significant advancement in battery technology [5][61] - BYD reported a sodium battery cell capacity of 200 Ah and a cycle life exceeding 10,000 cycles, showcasing superior performance compared to existing lithium batteries [5][64] - Transart Technology is expanding its sodium battery production capacity, targeting applications in electric two-wheelers and other sectors [5][66] - Weike Technology is focusing on the development and production of sodium battery products, emphasizing their application in energy storage and start-stop systems [5][67]

点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 10、六部门: 推动农村消费品提质升级 支持企业深入农村开展名优产品巡展和新能源 汽车 1、联发科天玑座舱芯片 P1 Ultra 发布: 4nm 制程 2、京东集团南京研发中心开工建设 3、全球首发单芯片舱驾融合方案量产落地 4、宁德时代与宜宾市人民政府签署战略合作协议 5、小米发布跨域智能大模型 MiMo-Embodied 6、机构：第三季全球新能源车新车销售量达 539万辆,年增 31% 7、禾赛重磅发布自研 RISC-V 激光雷达主控芯片费米 C500 8、2025 广州车展 新能源车占比占比高达 57.9% 9、华为乾崑智驾公布 ADS Max 超阶版的亮点 10、LG 化学宣布开发出全固态电池商用化核心技术 11、国家信息中心经济师徐长明：自主品牌汽车五年后海外销售占比将达 30% 12、Stellantis、宁德时代西班牙合资工厂开工建设, 2030 年全面投产 13、新势力车企收缩商超店 转向 4S 店与加盟模式 14、国家发改委：截至今年 10 月底我国电动汽车充电基础设施(枪)总数达 1864.5 万个 15、重庆：要把"Al+智能 ...