宁德时代（300750）(300750.SZ)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》，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。 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(300750.SZ)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》，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。 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。 ...

香港联交所最新数据显示，11月25日，摩根大通增持宁德时代（300750）(03750)71.5651万股，每股作 价468.0704港元，总金额约为3.35亿港元。增持后最新持股数目约为1261.37万股，持股比例为8.09%。 ...

智通财经APP获悉，香港联交所最新数据显示，11月25日，摩根大通增持宁德时代(03750)71.5651万 股，每股作价468.0704港元，总金额约为3.35亿港元。增持后最新持股数目约为1261.37万股，持股比例 为8.09%。 ...

宁德时代人力资源部以电子邮件形式向全体员工发送薪资调整通知，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，对1-6职级员工进行薪资调 整，基本工资上调150元；薪资调整政策于2026年1月1日生效。 ...

人民财讯12月1日电，宁德时代（300750）12月1日公告，公司与博裕天枢(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《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》，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)"(简称"基金")，于基金完成首次交割后，基金认缴出资金额为40.01亿元，其中公司作为有限合伙人 认缴出资5亿元，持有基金12.497%的认缴比例。 ...

Core Insights - The report indicates that the market is expected to experience an early "spring rally" due to easing external pressures and improving internal conditions [2][3] - The focus for December should be on growth sectors, particularly those aligned with the "14th Five-Year Plan" and new productive forces [3] Group 1: Market Environment - In November, market momentum was limited due to seasonal effects and external pressures, including tightening global liquidity and concerns over AI industry bubbles [1] - As of December, the pressure on the A-share market is gradually easing, with an 80% probability of a short-term interest rate cut by the Federal Reserve, creating a warmer overall atmosphere [2] - The sentiment around AI stocks has stabilized, reducing the emotional pressure on related A-share sectors [2] Group 2: Investment Recommendations - The report suggests focusing on two main directions for investment in December: the AI industry chain and sectors related to the "14th Five-Year Plan" [3] - Specific sectors to watch include chip design, semiconductor equipment, and platform companies with full-stack technical capabilities [4] - High-growth areas such as energy storage and innovative pharmaceuticals are highlighted as potential investment opportunities [4] Group 3: Top Stock Picks - The report lists ten recommended stocks, including: - BeiGene (688235.SH) in the pharmaceutical sector, with a projected EPS growth from 3.66 in 2026 to 6.73 in 2027 [5] - Haisco (002653.SZ), also in pharmaceuticals, with a projected EPS of 0.70 in 2026 and 0.81 in 2027 [5] - Longking (600388.SH) in environmental services, with a projected EPS of 1.20 in 2026 and 1.37 in 2027 [5] - Maiwei (300751.SZ) in machinery, with a projected EPS of 3.14 in 2026 and 3.93 in 2027 [5] - Yutong Bus (600066.SH) in the automotive sector, with a projected EPS of 2.67 in 2026 and 3.18 in 2027 [5] - Cambricon (688256.SH) in electronics, with a projected EPS of 11.64 in 2026 and 20.88 in 2027 [5] - CATL (300750.SZ) in new energy, with a projected EPS of 18.90 in 2026 and 23.35 in 2027 [5] - Alibaba (9988.HK) in media and internet, with a projected EPS of 4.33 in 2026 and 6.44 in 2027 [5] - Xianle Health (300791.SZ) in food and beverage, with a projected EPS of 1.37 in 2026 and 1.64 in 2027 [5] - Wanhua Chemical (600309.SH) in energy and chemicals, with a projected EPS of 5.13 in 2026 and 5.79 in 2027 [5] Group 4: Financial Data - The report provides financial forecasts for the top stock picks, indicating expected revenue and net profit growth across various sectors [62][63] - For example, BeiGene is projected to achieve a revenue of 370.27 billion in 2025, increasing to 462.80 billion in 2026 [63] - CATL is expected to see significant growth, with projected revenues of 4226.04 billion in 2025 and 5349.47 billion in 2026 [63]

Core Insights - The explosive growth of AI computing power is driving the demand for energy storage in AI Data Centers (AIDC), marking a significant shift in the energy landscape [1][3][5] - AIDC energy storage is expected to transition from demand explosion to large-scale deployment by 2025, becoming a key driver for the energy storage market [2][5] Industry Growth - Global data center energy storage capacity is projected to increase from 4 GWh in 2020 to 16.5 GWh in 2024, with a compound annual growth rate (CAGR) of 43.0%, and further to 209.4 GWh by 2030, with a CAGR of 52.7% from 2024 to 2030 [1] - In China, energy storage capacity is expected to grow from 2.9 GWh in 2020 to 8 GWh in 2024, with a CAGR of 29.2%, and to 101.6 GWh by 2030, with a CAGR of 52.8% from 2024 to 2030 [1] Technological Advancements - AIDC requires high reliability and stability in power supply, leading to advancements in energy storage technology towards high power and reliability [2][4] - The role of energy storage is evolving from a backup power source to a core infrastructure component for AIDC [5][6] Market Dynamics - Major tech companies like Google, Meta, Microsoft, and Amazon are increasing capital expenditures focused on AIDC infrastructure, while domestic giants like Alibaba and Tencent are also ramping up investments [3][6] - The demand for energy storage in AIDC is characterized as rigid, driven by the high energy consumption and reliability requirements of AI computing [5][6] Competitive Landscape - Companies such as Ningde Times, Sunshine Power, and Haibo Si Chuang are accelerating their investments in AIDC energy storage, recognizing it as a significant growth driver [6][9] - The market is currently dominated by lead-acid batteries, but lithium batteries are expected to capture a larger market share by 2030, with projections of 73.5% for lithium and 14.5% for lead-acid in China [7] Policy Support - The Chinese government is actively promoting the integration of new energy storage solutions for data centers, emphasizing the need for reliable power supply and energy quality [5][8] - Policies are being established to support the green transformation of AIDC, further enhancing the role of energy storage in stabilizing power supply [4][5] International Expansion - Companies are looking to expand into international markets, with North America, Southeast Asia, Europe, the Middle East, and Australia identified as key target regions for AIDC energy storage solutions [9] - The demand for AIDC energy storage is particularly strong in regions with less stable power supply, highlighting the global opportunity for energy storage solutions [9]

宁德时代公告，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》。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）"，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。 ...

11 月 28 日，采用宁德时代5MWh储能系统的内蒙古海螺通辽 500MW/2000MWh 独立储能电站正式建成投运。 据悉，海螺通辽储能电站搭载了100套5MW/20MWh储能单元，整站电芯数量接近200万颗。项目于今年 6 月 28 日开工建设， 11 月 28 日建成投运， 该项目投运后，将有效解决内蒙古奈曼旗及周边旗县大规模新能源汇集带来的消纳压力，显著提升地区电力系统稳定性，在削峰填 谷、平抑波动、保障供电等方面发挥重要作用。 具体来看，海螺通辽储能电站并网后将进入蒙东电力市场， 预计可实现单日一次满充满放，全年吞吐电量超 6 亿度。 温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 近日，行家说获悉，由宁德时代提供储能提供的 500MW/2000MWh 独立储能电站以及采用比亚迪刀片电池技术的 250MWh储能项目接连投运。 ▋ 宁 德时代：2GWh 独立储能电站投运 据福特斯克介绍，项目标志着澳大利亚皮尔巴拉铁矿石业务脱碳目标方面取得了重大里程碑式的进展，也是此前计划推出的4-5GWh大型储能系统中的第一个项目。 据了解，这些储能系统将在未来几年内帮助福特斯克实现 ...