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） ...

Core Viewpoint - The global supply of electrolyte is experiencing a time lag, prompting battery companies to consider introducing Korean suppliers to stabilize their supply chains [2][10]. Group 1: Supply Agreements - Korean electrolyte company Enchem is preparing to sign a five-year supply agreement for 70,000 tons per year, totaling approximately 350,000 tons, with an estimated contract value of about 1.5 trillion KRW (approximately 1.03 billion USD) [2]. - The specific partner for this agreement has not been named, but the market widely interprets it as CATL (Contemporary Amperex Technology Co., Limited) [3]. - As of the report's release, neither CATL nor Enchem has publicly confirmed the news [4]. Group 2: Market Context - The timing of this market news is sensitive, as several leading battery companies have recently announced overseas expansion plans [5]. - CATL has laid the foundation for a lithium iron phosphate battery factory in Zaragoza, Spain, with a total investment of 4.1 billion euros and an annual production capacity of 50 GWh [5]. - In contrast, local production capacity for electrolytes in Europe and North America is still in the ramp-up phase [6]. Group 3: Chinese Electrolyte Production - Chinese electrolyte companies have been expanding overseas, but the overall capacity remains in a "spot layout + gradual ramp-up" phase, making it difficult to match the pace of Chinese battery companies' overseas expansion [7]. - Tianqi Materials has initiated its first North American electrolyte factory in Texas with an investment of about 200 million USD and a planned annual capacity of 200,000 tons, currently under construction [8]. - New Zobang's 40,000-ton electrolyte project in Poland has officially started production in 2023, with plans to expand to 60,000-80,000 tons to meet European demand [8]. Group 4: Long-term Supply Strategies - Battery companies have locked in long-term supply agreements for electrolytes and upstream materials in the domestic market over the past year [9]. - Tianqi Materials' subsidiary signed a material supply agreement with CATL, expected to supply 58,600 tons of electrolyte products by the end of 2025, equivalent to about 500,000 tons of electrolyte [9]. - The long-term agreement with Enchem can be seen as an extension of battery companies' long-term strategies into overseas localized supply chains [10]. Group 5: Price Dynamics - Since the third quarter of this year, the price of lithium hexafluorophosphate has surged by approximately 150%, leading to an increase in electrolyte prices from about 17,500 CNY per ton to over 25,000 CNY per ton [12]. - The price environment has prompted battery and material companies to manage cyclical fluctuations through "locking volume + price following the market" strategies [12]. - If Enchem's five-year contract is finalized, it will replicate a similar negotiation structure in the overseas market, allowing leading battery manufacturers to secure compliant capacity while maintaining price flexibility [13].

据 香港交易所 披露， 摩根大通 （JPMorgan）对 宁德时代 新能源 科技股份有限公司- H股的多头持仓 比例于2025年11月25日从7.63%增至8.09%。 ...

据香港交易所披露，摩根大通（JPMorgan）对宁德时代新能源科技股份有限公司 - H股的多头持仓比例 于2025年11月25日从7.63%增至8.09%。 ...

证券之星消息，12月1日电池板块较上一交易日上涨1.32%，德赛电池领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。电池板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000049 | 德赛电池 | 29.58 | 10.00% | 41.84万 | 12.22 乙 | | 001283 | 豪鹏科技 | 74.70 | 7.40% | 7.95万 | 5.80亿 | | 300390 | 天华新能 | 55.06 | 6.01% | 83.88万 | 47.69亿 | | 301121 | 紫建电子 | 45.36 | 3.82% | 4.81万 | 2.16亿 | | 301511 | 德福科技 | 33.21 | 3.75% | 31.19万 | 10.41亿 | | 600110 | 诺德股份 | 7.78 | 3.46% | 135.45万 | 10.51亿 | | 920237 | 力佳科技 | 24.7 ...

Core Viewpoint - The company LanJian Intelligent has successfully implemented its intelligent logistics systems, including various types of robots, in major projects for well-known clients such as Lenovo, CATL, and BYD [1] Group 1: Company Overview - LanJian Intelligent specializes in intelligent logistics systems, offering products such as Automated Guided Vehicles (AGV), shuttle robots, stacker robots, and Autonomous Mobile Robots (AMR) [1] Group 2: Client Engagement - The company's robotic logistics systems have been widely adopted in projects for prominent companies, including Lenovo, CATL (300750), and BYD (002594) [1]

Group 1 - Morgan Stanley downgraded CATL's (03750) rating to "Neutral" as the stock price has surpassed the target price and the IPO lock-up period is about to expire [1] - The target price for CATL's A-shares was raised from 480 RMB to 520 RMB based on a 25x price-to-earnings ratio [1] - The rating for CATL's H-shares was upgraded to "Overweight," with the target price increased from 575 HKD to 650 HKD, applying a 29x price-to-earnings ratio, which is a 15% premium over A-shares [1] Group 2 - CATL's A-shares are currently the most attractive battery stocks globally in terms of valuation [1] - Since mid-September, market earnings expectations for CATL have been raised by approximately 10%, aligning with previous forecasts [1] - The 2026 profit forecast for CATL was increased by 10% to 94 billion RMB, which is about 10% higher than market predictions, driven by optimistic global ESS battery demand outlook and long-term demand from automation and data-driven technologies [1]

Core Viewpoint - Morgan Stanley has downgraded the rating of CATL (300750) to "Neutral" due to the stock price exceeding the target price and the upcoming expiration of the IPO lock-up period [1] Group 1: Rating Adjustments - The target price for CATL's A-shares has been raised from 480 RMB to 520 RMB based on a 25x price-to-earnings ratio [1] - The rating for CATL's H-shares has been upgraded to "Overweight," with the target price increased from 575 HKD to 650 HKD, applying a 29x price-to-earnings ratio, which reflects a 15% premium over A-shares [1] Group 2: Market Expectations - Since mid-September, market expectations for CATL's earnings have been raised by approximately 10%, aligning with the bank's previous forecasts [1] - The bank has increased its 2026 earnings forecast for CATL by 10% to 94 billion RMB, which is about 10% higher than market predictions, driven by optimistic global ESS battery demand outlook and long-term needs driven by automation, information technology, and data [1]

沪指12月1日上涨0.65%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为有色金属、通信， 涨幅分别为2.85%、2.81%。电力设备行业今日上涨0.57%。跌幅居前的行业为农林牧渔、环保、房地 产，跌幅分别为0.43%、0.23%、0.06%。 资金面上看，两市主力资金全天净流入7.75亿元，今日有11个行业主力资金净流入，电子行业主力资金 净流入规模居首，该行业今日上涨1.58%，全天净流入资金72.21亿元，其次是通信行业，日涨幅为 2.81%，净流入资金为55.59亿元。 （文章来源：证券时报网） 600110 诺德股份 3.46 7.81 3546.87 电力设备行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300274 | 阳光电源 | -1.83 | 3.77 | -131417.88 | | 688472 | 阿特斯 | -6.92 | 14.38 | -28048.28 | | 301292 | 海科新源 | -5.63 | 38.04 | -20413 ...

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。 有网友日前爆料称，宁德时代发布涨薪通知。 三、生效日期 本薪资调整政策于 2026 年 1 月 1 日生效。 此次宁德时代涨薪涉及的员工职级为基层员工。而宁德时代去年财报显示，公司全体员工数为 13.2 万人，人均薪酬为 23.63 万元，较 2023 年上涨 1.06 万元。 此外，宁德时代 2025 年三季度财报显示，2025 前三季度，公司营收 2831 亿元，同比增长 9.28%；归母净利润 490 亿元，同比增长 36.20%。 IT之家注意到，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。 | 序号 | 企业名称 | 装车量(GW ...