Core Viewpoint - Ningde Times has signed a partnership agreement to invest 500 million yuan in a private equity fund, marking an extension of its industrial investment strategy [1] Group 1: Investment Details - The fund's total committed capital will reach 4 billion yuan after the first closing, with Ningde Times' investment accounting for 12.497% of the total [1] - The fund will focus on technology, healthcare, consumer goods, and retail sectors, primarily targeting growth and mature stage companies [1] Group 2: Strategic Considerations - The investment aims to leverage the resources and expertise of professional investment institutions to expand investment channels and uncover potential business collaboration opportunities [1] - This move aligns with the company's long-term development plans and interests of all shareholders [1] Group 3: Industry Context - In a competitive battery industry, leading companies are pursuing a "main business + investment" dual strategy [2] - Ningde Times has previously invested in a green fund for carbon neutrality, indicating a diversification strategy beyond the new energy sector [2] Group 4: Financial Performance - For the first three quarters of 2025, Ningde Times reported revenue of 283.072 billion yuan, a year-on-year increase of 9.28%, and a net profit of 49.034 billion yuan, up 36.20% [2] - In Q3 2025, the company achieved revenue of 104.186 billion yuan and a net profit of 18.549 billion yuan, reflecting year-on-year growth of 12.90% and 41.21%, respectively [2] Group 5: Stock Performance - As of December 1, Ningde Times' stock price closed at 382.97 yuan per share, with a cumulative increase of approximately 25% since September [3]

12月1日，#宁德时代发布涨薪通知#的词条迅速冲上微博热搜首位，引发大量网友关注。 12月1日，宁德时代A股尾盘拉升，收于382.97元/股，涨幅为2.62%，总市值为1.75万亿元。 宁德时代(SZ:300750) 深股通 可融资 可卖空 ¥382.97 +9.77 +2.62% H股：482.2 +10.2 +2.16% 溢价(H/A): +14.38% 近期，多名网友爆料称，宁德时代发布《2026年1—6职级员工薪资调整通知》。根据通知，为更好地吸引与保留新老员工、不断提升工作效率和产品品 质，宁德时代决定自2026年1月1日起，对1—6职级员工的基本工资上调150元，其他薪资结构保持不变。 Wind数据显示，截至2024年底，宁德时代在职员工的数量合计13.2万人，人均薪酬为23.63万元，较上年增长1.06万元。 业绩方面，2025年前三季度，宁德时代实现营业收入2831.72亿元，同比增长9.28%；归母净利润为490.34亿元，同比增长36.20%。 中国汽车动力电池产业创新联盟数据显示，今年10月，宁德时代以36.14GWh的装车量、43%的市场份额稳居榜首，是国内最大的动力电池供应商，在三 ...

Core Insights - The lithium battery industry is experiencing a significant increase in production plans for December 2025 and 2026, driven by surging demand in both power and energy storage battery markets [1][2] - The industry is currently in a state of robust supply and demand, with many leading companies operating at full capacity and extending order schedules into 2026 [1][2] Production and Demand - According to data from Dazhong Times, the production capacity for China's battery manufacturers in December 2025 is projected to reach 195.3 GWh for power and energy storage batteries, with a total production of 220 GWh across all battery types, reflecting a month-on-month increase of 5.3% [1] - The energy storage battery market is identified as the core engine driving the current lithium battery industry boom, with a rapid shift from "overcapacity" to "cell shortages" [2][3] - Major companies like CATL and EVE Energy have reported full order books, with some energy storage cell production capacities reaching 100% utilization [2] Market Trends - The overall trend for the lithium battery sector is expected to improve in 2026, with global lithium battery demand anticipated to maintain growth [2][3] - The storage battery segment is projected to continue its high growth trajectory, while the power battery market may see renewed growth driven by new vehicle models and clearer consumer policies [3][4] Pricing and Production Capacity - The prices of key upstream materials such as battery-grade lithium carbonate and electrolyte have rebounded since the second half of 2025, contributing to increased production capacity utilization [4] - The production of storage batteries is expected to see double-digit month-on-month growth in December, indicating a thriving market despite seasonal trends [4][5] Export and Domestic Demand - The explosive growth in the global storage market, particularly in Europe and the U.S., is driving a surge in domestic energy storage cell export orders [5] - The peak of new energy power station grid connections in China has created rigid demand, with large-scale storage projects being launched since the fourth quarter of 2025 [5]

公司作为有限合伙人参与本次基金投资，主要是借助专业投资机构优势，通过专业化投资管理团队，拓 展投资渠道，挖掘业务合作和发展机会，并获取合理投资回报，符合公司发展及股东利益。 智通财经APP讯，宁德时代(03750)发布公告，公司于2025年12月1日与博裕天枢(宁波)自有资金投资有 限责任公司、宁波市甬元投资基金有限公司等合作方签署了《博裕新智新产(宁波)股权投资合伙企业(有 限合伙)有限合伙合同》(以下简称"《有限合伙合同》")，公司作为有限合伙人之一参与投资"博裕新智 新产(宁波)股权投资合伙企业(有限合伙)"(以下简称"基金"、"合伙企业")，于基金完成首次交割后，基 金认缴出资金额为人民币40.01亿元，其中公司作为有限合伙人认缴出资人民币5亿元，持有基金 12.497%的认缴比例。 ...

Core Viewpoint - The recent controversy surrounding the Aion UT Super model has prompted a user communication meeting involving GAC Aion, JD.com, and CATL to address customer concerns and clarify product features [1][2]. Group 1: Product Features and User Concerns - GAC Aion's Vice President Yang Long clarified that the confusion regarding the presence of a sunroof was due to a content review error, which has been corrected [1]. - The Aion UT Super is marketed as a convenient one-stop car buying experience, akin to purchasing a mobile phone, but some issues have arisen that the three parties are committed to resolving [2]. - Users expressed concerns about invoice issuance being limited to Guangzhou and Shanghai, which was explained as a strategy to maximize government subsidy benefits, with plans to expand to more cities soon [2]. Group 2: Network and Delivery Plans - CATL announced plans to establish a battery swap network with 1,000 stations in 45 cities by 2025 and 2,500 stations in 140 cities by 2026, with a focus on highway stations in response to user feedback [2]. - The user cancellation rate for the Aion UT Super is within expected limits, and a refund policy has been introduced for users who placed orders between November 9 and November 23 but did not complete their configurations [3]. - The Aion UT Super was launched on November 9, with a starting price of 49,900 yuan, and the first delivery ceremony took place on November 25 at the Guangzhou International Auto Show [3][4].

公司作为有限合伙人参与本次基金投资，主要是借助专业投资机构优势，通过专业化投资管理团队，拓 展投资渠道，挖掘业务合作和发展机会，并获取合理投资回报，符合公司发展及股东利益。 宁德时代（300750）(03750)发布公告，公司于2025年12月1日与博裕天枢(宁波)自有资金投资有限责任 公司、宁波市甬元投资基金有限公司等合作方签署了《博裕新智新产(宁波)股权投资合伙企业(有限合 伙)有限合伙合同》(以下简称"《有限合伙合同》")，公司作为有限合伙人之一参与投资"博裕新智新产 (宁波)股权投资合伙企业(有限合伙)"(以下简称"基金"、"合伙企业")，于基金完成首次交割后，基金认 缴出资金额为人民币40.01亿元，其中公司作为有限合伙人认缴出资人民币5亿元，持有基金12.497%的 认缴比例。 ...

★ 宏观动态 ★ 中国公民2026年9月14日前可免签前往俄罗斯 据央视新闻报道，记者当地时间12月1日获悉，根据俄罗斯总统普京当天签署的命令，中国公民至2026年9月 14日（含14日）前可免签证以旅游和商务目的前往俄罗斯。免签天数为30天。 江苏常州出台购房资助新政 "常州发布"消息，12月1日，常州市召开进一步资助住房困难工薪群体购买商品住房政策吹风会。常州市将在 2025年实施"支持住房困难工薪群体购买自住新建商品住房现房"政策的基础上，进一步加大力度，支持购买 新建商品住房现房，拓展至既资助购买新建商品住房现房，也资助购买新建商品住房期房和存量商品住房（指 成套二手住房，下同）。申请条件：申请人在常州市无商品住房，或拥有的商品住房建筑面积总计不超过75 ㎡（以房屋权属证明为准，暂未办理产权证的以备案的《商品房买卖合同》为准）。申请人已婚的，其配偶须 作为共同申请人。购买刚需型新建商品住房房源库（含现房和期房）中的商品住房，并在2026年12月31日前 完成《商品房买卖合同》网签备案的，可获得购房款（以网签备案的《商品房买卖合同》所载为准）的15% 但不超过20万元的购房资助。购买存量商品住房房源库中 ...

格隆汇12月1日丨宁德时代(03750.HK)公告，宁德时代新能源科技股份有限公司(以下简称"公司"或"宁 德时代")于2025年12月1日与博裕天枢(宁波)自有资金投资有限责任公司、宁波市甬元投资基金有限公司 等合作方签署了《博裕新智新产(宁波)股权投资合伙企业(有限合伙)有限合伙合同》(以下简称"《有限 合伙合同》")，公司作为有限合伙人一参与投资"博裕新智新产(宁波)股权投资合伙企业(有限合伙)"(以 下简称"基金"、"合伙企业")，于基金完成首次交割后，基金认缴出资金额为人民币400,100万元，其中 公司作为有限合伙人认缴出资人民币50,000万元，持有基金12.497%的认缴比例。 ...

IT之家 12 月 1 日消息，今天早些时候，宁德时代发布"涨薪通知"有关的信息登上热搜。《中国企业家》杂志就此事向宁德时代创始人、董事长曾毓群求 证，曾毓群对此回应称"没错"。 三、生效日期 据IT之家了解，宁德时代的涨薪通知称，为更好地吸引和保留新老员工，不断地提升工作效率和产品品质，以增强公司竞争力，经公司管理层决定， 2026/1/1 起对 1-6 职级员工进行薪资调整。 一、适用范围 此政策适用于宁德时代新能源科技股份有限公司及独资分子公司的 1-6 职级员工。 二、薪资调整方案 JG1-6 基本工资上调 150 元，其他薪资结构及标准不变。 本薪资调整政策于 2026 年 1 月 1 日生效。 ...

中国汽车动力电池产业创新联盟数据显示，今年10月，宁德时代以36.14GWh的装车量、43%的市场份额稳居榜首，是国内最 大的动力电池供应商，在三元动力、磷酸铁锂动力方面均排第一。 12月1日，"宁德时代（300750）发布涨薪通知"的词条迅速冲上微博热搜首位，引发大量网友关注。 12月1日，宁德时代A股尾盘拉升，收于382.97元/股，涨幅为2.62%，总市值为1.75万亿元。 此前，据新华社报道，宁德时代和Stellantis（斯泰兰蒂斯）集团在西班牙阿拉贡自治区共同投资建设的磷酸铁锂电池工厂26日 举行奠基仪式。作为目前中国在西班牙最大的投资项目之一，该项目总投资41亿欧元，将全面使用可再生能源，计划2026年年 底投产。 数据显示，截至2024年底，宁德时代在职员工的数量合计13.2万人，人均薪酬为23.63万元，较上年增长1.06万元。 业绩方面，2025年前三季度，宁德时代实现营业收入2831.72亿元，同比增长9.28%；归母净利润为490.34亿元，同比增长 36.20%。 宁德时代通知称，为更好地吸引和保留新老员工，不断地提升工作效率和产品品质，以增强公司竞争力，经公司管理层决定， 2026 ...