A股重磅！四大利好驱动，“宁王”突然爆发！

Core Viewpoint - The recent surge in the stock price of CATL (Ningde Times) is attributed to multiple favorable factors, including government policies and industry developments that support the electric vehicle and battery sectors [3][11][12]. Group 1: Market Performance - CATL's A-shares rose over 14%, reaching a historical high, while its H-shares increased nearly 9%, also setting a new record [3][7]. - The battery sector experienced a significant boost, with the sector's index rising over 5% [3][11]. Group 2: Key Drivers - The China Automobile Manufacturers Association released a guideline on supplier payment practices, which aims to standardize payment terms and enhance cooperation between automakers and suppliers [4][11]. - The Fujian provincial government introduced an action plan for green transformation, targeting a significant increase in the scale of the energy-saving and environmental protection industry by 2030 [5][12]. - The National Development and Reform Commission and the National Energy Administration issued a plan for large-scale energy storage construction, aiming for an installed capacity of 180 GW by 2027, with a projected investment of approximately 250 billion yuan [5][12]. - The Ministry of Industry and Information Technology and other departments released a growth plan for the automotive industry, targeting around 32.3 million vehicle sales in 2025, with a focus on promoting new energy vehicles [5][13]. Group 3: Technological Advancements - CATL launched its new lithium iron phosphate battery product, "Shenxing Pro," which features advanced safety technology and impressive performance metrics, including a range of 683 kilometers and rapid charging capabilities [8][9]. - The solid-state battery industry is accelerating, with government support and production plans from leading battery manufacturers, expected to reach GWh-level capacity by 2026 [9].