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 ...

Group 1: Core Insights - The report emphasizes that the AI wave is initiating a new cycle in intelligent manufacturing, shifting the investment focus from cyclical fluctuations to "new hard-core" assets that can define the future and support the AI trend [8][9]. - Human-shaped robots are highlighted as the ultimate embodiment of AI intelligence, expected to revolutionize labor liberation and serve as a universal platform for AI interaction with the physical world [9][10]. - The report identifies solid-state batteries as a key technology that will unlock performance ceilings for human-shaped robots and electric vehicles due to their high energy density and safety [9][10]. Group 2: Human-Shaped Robots - The human-shaped robot industry is transitioning from concept validation to commercialization, with companies that have developed product capabilities in key components likely to experience significant valuation increases [13][17]. - The investment strategy focuses on essential hardware components rather than single manufacturers due to the uncertainty in design solutions, creating unique investment opportunities [25][28]. - Key companies to watch in this sector include Xinjie Electric, Huichuan Technology, and Weichuang Electric, which are positioned to benefit from the growth in human-shaped robots [17][30]. Group 3: AI Equipment and Materials - The demand for AI-related infrastructure is surging, leading to significant growth in high-performance servers, GPUs, and advanced PCB requirements [32][36]. - The PCB specialized equipment market is expected to grow from $3.306 billion in 2020 to $4.111 billion in 2024, with a CAGR of 5.60% in China [32][34]. - Key players in the equipment sector include Dazhu CNC and Chip Quik, which are well-positioned to capitalize on the increasing demand for advanced PCB manufacturing [36][40]. Group 4: Solid-State Batteries - The solid-state battery industry is accelerating towards commercialization, with major manufacturers like CATL and Zhongxin Innovation targeting 2027 for small-scale production [9][10]. - The global solid-state battery equipment market is projected to reach ¥107.94 billion by 2030, indicating a significant capital expenditure cycle ahead [9][10]. - Companies such as Lead Intelligent and Hai Moxing are recommended for their potential to benefit from this new capital expenditure cycle [9][10]. Group 5: Controlled Nuclear Fusion - Controlled nuclear fusion is transitioning from experimental phases to industrialization, with significant advancements in research and increased capital investment driving the industry forward [9][10]. - The report suggests focusing on companies involved in nuclear fusion projects, such as Hangyang Co. and Shanghai Electric, which are positioned to gain from this emerging sector [9][10]. - The demand for energy solutions is expected to grow, making nuclear fusion a critical area for investment as it promises to provide sustainable energy sources [9][10]. Group 6: Engineering Machinery - The domestic engineering machinery market is recovering, with excavator sales showing a positive trend, while overseas demand is also increasing due to factors like housing construction and manufacturing sector recovery [6][9]. - Major projects in China, such as the Yaxi Water Conservancy Project and the Xinjiang-Tibet Railway, are expected to boost domestic machinery demand [6][9]. - Key companies in this sector include Sany Heavy Industry, XCMG, and Zoomlion, which are anticipated to benefit from both domestic recovery and international expansion [6][9].

证券代码：300750 证券简称：宁德时代 公告编号：2025-091 宁德时代新能源科技股份有限公司 关于参与投资博裕新智新产（宁波）股权投资合伙 企业（有限合伙）的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、投资概况 （一）投资基本情况 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 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 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。 （二）审议情况 根据《深圳证券交易所创业板股票上市规则》及《公司章程》等相关规定， 本次投资在公司总经理审批权限范围内，无须提交公司董事会及股东会 ...

98股主力资金净流入超1亿元。 今日（12月1日），A股三大指数今日集体上涨，市场成交额达到18894.49亿元，较上一交易日放量超 2900亿元。 此外，中际旭创、鹏鼎控股、宁德时代、航天发展、北京君正、光启技术主力资金净流入均超5亿元。 主力资金方面，市场全天资金3.43亿元。11个行业主力资金净流入，电子、通信、有色金属净流入排名 前三，分别为58.82亿元、44.55亿元、16.46亿元。电力设备、传媒、生物医药、非银金融、银行、计算 机6个行业主力资金净流出均超10亿元。 中兴通讯主力资金净流入居首 从个股来看，98股主力资金净流入超1亿元，其中14股净流入金额超4亿元。 中兴通讯涨停，主力资金净流入38.28亿元，居于首位。消息面上，中兴通讯发布消息称，目前，搭载 豆包手机助手技术预览版的工程样机努比亚M153少量发售，供开发者和感兴趣的朋友体验豆包手机助 手。 广和通涨停，主力资金净流入10.33亿元，日前，华为AI玩具"憨憨"销售火爆。今年6月，广和通宣布与 珞博智能达成战略合作，公司表示将为珞博智能旗下AI养成系潮玩Fuzozo芙崽赋能。 | 代码 | 简称 | 今日涨跌幅 | 净流入资金 ...

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference aims to summarize the past decade of the lithium battery industry and explore future development cycles, focusing on new technologies, materials, and industry ecosystems [2]. Event Background and Significance - The Qidian Lithium Battery Industry Annual Conference is a flagship event that has been held annually for nine years, attracting over 1000 participants each year from the entire lithium battery supply chain [2]. - The theme for the 2025 conference is "New Cycle, New Technology, New Ecology," which will facilitate in-depth discussions on industry trends and innovations [2]. Event Details - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Qidian Golden Ding Award Ceremony - Date: December 18-19, 2025 - Location: Venus Royal Hotel, Shenzhen - Scale: Over 1200 offline participants and 30,000 online viewers [2][3]. Highlights of the Event - The conference will feature nine specialized forums with over 60 prominent speakers discussing core issues and technological breakthroughs [4]. - The 10th Qidian Golden Ding Award will be presented, recognizing outstanding contributions to the lithium battery industry [4]. - The event will also host the 2025 China New Energy Entrepreneurs Club Council meeting, allowing direct engagement among industry leaders [4]. - More than 50 exhibitors will showcase solutions across the lithium battery and energy storage sectors [4]. Specialized Sessions and Topics - Specialized sessions will cover various topics, including applications of large cylindrical batteries, soft-pack battery technologies, and advancements in battery materials and processes [7][8]. - The agenda includes discussions on overseas market trends for household energy storage and safety standards for portable storage systems [8]. Qidian Golden Ding Award - The Golden Ding Award is an annual evaluation aimed at promoting innovation and recognizing outstanding brands in the new energy battery industry [9]. - The registration period for the 2025 awards is from September 1 to November 25, 2025 [10]. Participation Fees - The registration fee is 2888 yuan per person, which includes access to the conference, meals, and industry white papers [12].

2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &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+ 倒计时17天 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/赣锋锂电/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/易事特等 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 ...

Core Viewpoint - The Ministry of Industry and Information Technology organized a meeting to discuss the regulation of the power and energy storage battery industry, aiming to promote high-quality development and address irrational competition in the sector [1][5]. Group 1: Industry Overview - The battery industry has been thriving this year, but the survival status of companies varies significantly. Leading battery manufacturers maintain a capacity utilization rate above 80%, while many smaller firms struggle with rates below 30% [2][8]. - In the first three quarters of this year, the lithium battery sector generated revenue of 1.78 trillion yuan, a year-on-year increase of 12.81%, with 78.85% of companies reporting positive growth [8][10]. Group 2: Key Participants and Discussions - The meeting included prominent figures from major companies such as BYD, CATL, and others, focusing on industry development, intellectual property protection, and international expansion [3][4]. - The discussions emphasized the need for a structured approach to industry growth, including the establishment of standards and the encouragement of technological innovation [6][7]. Group 3: Future Outlook and Recommendations - The Ministry plans to implement targeted policies to combat irrational competition and enhance production consistency and product quality [5][12]. - Industry experts suggest that the storage battery sector should avoid blind capacity expansion and focus on sustainable development to prevent supply-demand imbalances [10][11].

财联社记者获悉， 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。 此外， 宁德时代还发布了春节坚守岗位奖励计划，2026年2月9日-2026年2月28日期间，出勤满足条件即可获得额外奖励至少3200元， 适用范围包括宁德时代及国内独资分子公司电池、材料制造基地下沉十大部门、中心MEVE\OPN JG1-10级员工。 综合收入模拟显示，以JG2直接生产岗位员工为例， 如果奖励政策期间出勤>16天，且2月份出勤25天，其2月份收入将为11500元/人，包 括综合工资8300元/人及坚守岗位奖3200元/人。 ...

格隆汇12月1日｜摩根大通公司于11月25日将其在宁德时代(3750.HK)的多头持仓比例从7.63%增至 8.09%。 ...

记者获悉，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。（智通财经） ...