倒计时4天 2025第五届起点两轮车换电大会 暨轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 小哈换电/ 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新 能源/多氟多/博力威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科 动力/小安科技/先导智能/鑫晟达/精锐精密等 7月7日，据财联社报道， LG新能源今日对外披露， 受电池销售强劲的推动，预计公司第二季度将实现正的营业利润，且无需依赖美国此 前颁布的税收优惠。 此外， LG新能源 还计划通过削减成本，将电动汽车销售重点放在利润更高的项目上。 北美市场一直是 LG新能源的布局重心，在电动车市场，美国主要的车企都在 LG新能源客户列表上，但随着中国企业出海布局以及磷酸铁锂 电池反扑三元，LG新能源等日韩企业的份额被逐渐挤压。 在 1 ...

东 兴 晨 报 东兴晨报 P1 3.商务部等 9 部门：联合印发《2025 年家政兴农行动工作方案》。该方案从四 个方面提出 14 项具体任务，旨在扩大家政服务供给，促进家政服务消费，助 力乡村振兴。主要措施包括：支持农村劳动力在家政领域就业，开展生活服 务招聘季活动；提升就业能力，推进家政服务员技能升级和职业教育发展； 完善就业保障，加强住房保障和基本公共服务；优化创业就业服务，支持重 点群体就业创业。下一步，商务部将联合相关部门推动政策落实，充分发挥 家政服务业在惠民生、稳就业、促消费方面的重要作用。（资料来源：同花顺） 4.中国人民银行：开展 1065 亿元 7 天期逆回购操作。人民银行 7 日公告称， 以固定利率、数量招标方式开展了 1065 亿元逆回购操作，中标利率为 1.4%。 今日公开市场有 3315 亿元逆回购到期，净回笼 2250 亿元。（资料来源：同花 顺） 5.三大交易所：正式实施程序化交易监管新规。7 月 7 日起，沪深北三大交易 所《程序化交易管理实施细则》正式实施，重点强化高频交易监管。新规明 确了四类异常交易行为认定标准，包括瞬时申报速率异常、频繁瞬时撤单等， 并将单账户每秒申报 ...

证券代码：301613 证券简称：新铝时代 重庆新铝时代科技股份有限公司 投资者关系活动记录表 编号：20250707 投资者关系活动类 别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及人 员姓名 国海证券 李航、谢培风、李铭全 万家基金王立晟 和谐汇一 林钰婷 农银汇理 左腾飞 睿远基金郑斌 银河基金 王少南、李一帆 中银基金 裔汶锦 淡水泉 张庆泽 国泰基金 谢泓材 （排名不分先后） 时间 2025年7月7日 13:30-15:00 地点 国海证券会议室 上市公司接待人员 姓名 董事长 何峰先生 董事会秘书 周子彦先生 投资者关系活动主 要内容介绍 一、 公司基本情况介绍 公司主要从事新能源汽车电池系统铝合金零部件的研发、 生产和销售，拥有铝合金材料研发、产品设计、先进生产工艺 以及规模化生产的完整业务体系。公司主要产品为电池盒箱体， 是新能源汽车动力电池系统的关键组成部分。同时，公司围绕 新能源汽车动力电池系统开发了电芯外壳、精密结构件等零部 件产品。 公司拥有以下方面的优势： 1、技术优势 公司系国家高 ...

Core Insights - The article emphasizes the strategy of "buying cold points and selling hot ones," suggesting that investors should focus on undervalued sectors rather than chasing after current hot stocks [1] - The electricity sector has recently seen a 10% increase in value, indicating a shift from cold to hot, which supports the idea of identifying potential opportunities in less popular sectors [1] - The overall market trend is upward, and investors are encouraged to look for sectors that are still relatively cold, such as non-ferrous metals, which may heat up following a stabilization in tariffs expected on July 9 [1] Sector Analysis - The electricity sector has transitioned from being cold to hot, demonstrating a significant 10% increase in just one week, highlighting the potential for rapid changes in sector performance [1] - Non-ferrous metals are currently identified as a cold sector, suggesting that there may be opportunities for growth as market conditions improve [1] - Emerging technologies such as controllable nuclear fusion, solid-state batteries, and computing chips are also mentioned as potential investment opportunities that may be reaching a favorable time for entry [1]

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价（日，元/吨） | 63,660.00 | +380.00↑ 前20名净持仓（日，手） | -79,406.00 | +3550.00↑ | | | 主力合约持仓量（日，手） | 322,535.00 | -2753.00↓ 近远月合约价差（日，元/吨） | 80.00 | -440.00↓ | | | 广期所仓单（日，手/吨） | 21,036.00 | -1844.00↓ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | 62,550.00 | +250.00↑ 工业级碳酸锂平均价（日，万元/吨） | 60,950.00 | +250.00↑ | | | Li₂CO₃主力合约基差（日，元/吨） | -1,110.00 | -130.00↓ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平均价（日，美元/吨） | 696.00 | +2.00↑ 磷锂铝石平均价（日，元/吨） | 5,200. ...

Core Insights - The core argument emphasizes that the electric vehicle (EV) industry should focus on optimizing battery technology and vehicle weight rather than merely increasing battery size for extended range [2][3][4] Group 1: Battery Technology and Vehicle Weight - Li Bin, CEO of NIO, argues that while larger batteries can improve range, they also increase vehicle weight, leading to safety challenges and higher road damage, which many countries tax based on vehicle weight [2] - The concept of "diminishing marginal returns" is highlighted, where increasing battery size may not yield proportional benefits in range due to increased energy consumption from heavier vehicles [2] - The importance of battery performance is underscored, as it directly affects key metrics such as range, acceleration, and charging time, with high-performance batteries being essential for both daily commuting and long-distance travel [3] Group 2: Market Trends and Consumer Behavior - The Chinese EV market has seen explosive growth, with the total number of EVs reaching 24.72 million by mid-2024, of which 73.35% are pure electric vehicles [6] - As the EV ownership surpasses ten million, the industry is shifting from "scale expansion" to "value cultivation," indicating a focus on improving the quality and efficiency of EVs [7] Group 3: Industry Structure and Competition - The competition in the EV sector is fundamentally a competition in battery technology, with battery manufacturing occupying a core position in the upstream of the EV supply chain [4] - In 2024, the battery segment is projected to account for over 40% of the total output value of China's EV industry chain [4]

主力成本分析 14.57 天合光能688599 时间: 2025年7月7日星期一 58.97分综合得分 较强 趋势方向 元 20日主力成本 元 当日主力成本 14.68 元 5日主力成本 14.19 13.88 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 次 北向资金数据 中期支撑位 | 持股量5230.79万股 | 占流通比2.4% | | --- | --- | | 昨日净买入-201.60万股 | 昨日增仓比-0.093% | | 5日增仓比-0.235% | 20日增仓比-0.069% | 技术面分析 14.90 短期压力位 14.23 短期支撑位 14.90 中期压力位 13.61 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月07日的资金流向数据方面 | 主力资金净流出2836.63万元 | | --- | | 占总成交额-11% | | 超大单净流出1402.54万元 | | 大单净流出1434.09万元 | | 散户资金净流出313.98万 | 关联行业/概念板块 光伏设 ...

Domestic News - The Ministry of Industry and Information Technology (MIIT) is soliciting public opinions on three mandatory national standards, including the speedometer for automobiles and motorcycles, with a deadline of August 30, 2025. The revisions include changes to the scale value marking and requirements for electronic digital speedometers [2][3] - Starting January 1, 2026, new regulations will require all newly approved passenger vehicles to be equipped with Anti-lock Braking System (ABS) to enhance vehicle stability during emergency braking. Additionally, the new standards will prohibit the default "single pedal mode" for energy recovery systems in electric vehicles [4][5] - In the first five months of 2025, Shaanxi Province exported 155,000 new energy vehicles, marking a 173% increase year-on-year, surpassing the total export volume of 147,000 vehicles for the entire year of 2024. The province's total vehicle production reached 789,000 units, a 29.3% increase [6][7] - CATL and Geely have signed a strategic cooperation agreement to deepen collaboration in battery technology and supply chain development [8] - Changan Automobile has opened its first flagship store in Norway, launching the Deep Blue S07 model, which is tailored for the European market [9] - BYD Energy has signed a cooperation framework agreement with State Grid Hunan Comprehensive Energy Service Co., aiming for deep collaboration in distributed energy storage [10][11] - Pony.ai has initiated autonomous driving pilot tests in Dubai, with plans for commercial operation by 2026 [12] - Faurecia China and GAC Huawang have established a joint venture to enhance their competitive edge in the market [13] International News - In June, the UK saw a 6.8% year-on-year increase in new car registrations, with electric vehicle demand rising by 39.1% [14] - The Czech Republic has become the second European country to legally allow Level 3 autonomous vehicles on public roads, effective January 1, 2026 [15] - Hyundai has begun construction of a hydrogen fuel cell factory in Ulsan, South Korea, expected to be operational by 2028 [16] - Tesla has expanded its Full Self-Driving (FSD) testing to Spain, following previous expansions in other European countries [17] Commercial Vehicles - Sichuan Province is promoting the development of hydrogen fuel cells and hydrogen-powered heavy trucks as part of its new industrial strategy [18] - Dongfeng Motor has delivered its first batch of the new Dongfeng Dolika Kangluwei light trucks [19] - BYD's Shark pickup has become the best-selling domestic pickup in Australia, with a 368% increase in registrations year-on-year [20] - Guangzhou Yuanchen New Energy Commercial Vehicle Company has officially launched, focusing on the electrification of public transport and logistics vehicles [21]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025(第三届)中国固态电池 技术发展与市场展望高峰论坛 邀请函 时间 7月8-9日 地点 中国·上海 -主办- 鑫椤资讯 会议指引 I C C S I N O 会议签到： 7月9日上午8点开始（酒店三楼） 会议酒店： 会议酒店： 上海浦东假日酒店 酒店地址： 浦东新区东方路899号 上海虹桥站（高铁），驾车约50分钟，车费约90元。 上海站，驾车约30分钟，车费约35元。 以上内容参考于百度地图 论坛议题 I C C S I N O | 发言嘉宾 | 题目 | | --- | --- | | ICC鑫椤资讯 | 欢迎致辞 | | 总经理 连萍 | | | 国联汽车动力电池研究院有限责任公司 | 全固态电池工程技术难点 | | 杨容 创新事业部副总经理 | | | 固态电池专家 | 动态均匀堆压的液压电池--基于液压技术解决软包全固 | | 赵鹏程 前21C创新实验室顾问 | 态电池堆叠应力问题的Pack成组最优解探讨 | | 天津国安盟固利新材料科技股份有限公司 | 富锂锰基正极材料在固态电池上的应用 | | 闫东 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源：鑫椤锂电 2025年以来，全球固态电池产业继续加速发展，硫化物固态电解质凭借其优异的机械加工性能与离子导电 率的优势，成为主要的发展方向。 在应用于固态电池的金属锂负极方面，由于目前隔膜技术暂时无法完全解决枝晶问题，现有技术尚未实现 99%的纯金属锂，基本都是以锂合金的形式展现。 比如，近期贝特瑞推出的锂碳合金、天津中能推出锂复合技术（上下两层负极层及夹在两层负极层之间的 集流体层）等。 预计未来金属锂负极对碳酸锂需求的实际带动量在100-150吨水平，叠加硫化物固态电 解质的增益，硫化物全固态电池对于碳酸锂的单耗较原先液态锂电池提高了70%-80%。 本文作者：钱先生/ 1 3 6 2 1 9 1 1 3 7 3 会议日程 根据 ICC鑫椤锂电测算， 2030年全球固态电池需求量将达到195.6Gwh，较2025年增长近16倍。 从对碳酸锂需求影响来看，在当前技术条件下， 1Gwh锂磷硫氯全固态电池约消耗 硫化物电解质 500- 550吨，以平均消耗400-450公斤硫化锂粉体折算，对应硫化锂需求 ...