在长三角的制造版图上，宁波正经历一场静默但深刻的产业跃迁。 2025年1-10月，宁波整车产量64.5万辆，其中新能源汽车产量28.6万辆；而在上一年，该市896家规上汽 车制造业实现产值4191.7亿元，同比增长24%，占全市工业规上产值的16%，对工业增长贡献率超 50%，新能源汽车产量占据浙江省四成以上，实现翻倍增长。 然而，数字背后更值得关注的是其独特的产业演化路径：它没有选择追逐单一明星企业的"盆景式"发 展，而是培育了一片根植于本地、枝干分明、协同进化的"热带雨林"。从上汽大众的全球柔性工厂，到 吉利-极氪的本土化垂直整合；从均胜、圣龙等传统零部件巨头的"大象转身"，到东方理工大学孙学良 院士实验室里关乎行业终局的固态电池突破——宁波正在编织一张从应用市场穿透至基础研究的产业创 新网络。 整车制造：双核驱动与"本土根系" 供应链的"冠军集群"与"适应性进化" 如果整车企业是宁波新能源汽车产业的"门面"，那么隐藏在其后的庞大供应链体系则是支撑这一产业 的"脊梁"。宁波拥有超过5000家汽车零部件企业，其中隐藏着大量细分领域的"隐形冠军"。新能源汽车 的浪潮并未冲垮这座传统优势堡垒，反而激发了其强大的 ...

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0132期 2025年12月第1周) 目录 CONTENTS 政策法规 市场洞察 企业监测 国家能源局启动"人工智能+能源"试点, 解锁能源智能化新塞道 含储能设施项目，国家发改委发布基础设 施领域REITs项目行业范围清单 上海：加强本市公共领域新能源汽车充 (换) 电设施安全管理 2025年1-10月深圳新能源轻卡2.2万辆销售第一, 新能源渗透率达78.8%但增速放缓 深圳新能源轻卡：纯电动占97.1%，厢式占 · 75.7%, 电量96-110度占62.1% 深圳新能源轻卡：1-10月远程汽车销售近5000辆， · 稳居榜首 深圳新能源轻卡补贴与通行政策双支持 . 远程新能源:首款Robovan神童T6计划于2026年1 月正式上市 采埃孚：与卡尔动力在商用车智能驾驶领域达成全面 战略合作 国轩高科：全固态电池已推进2GWh昌产线设计 · 政策法规 国家能源局启动"人工智能+能源"试点,解锁能源智能化新赛道 KE 近日,国家能源局印发《关于组织开展"人工智能+"能源试点工作的通知》 正式启动"人工智能+"能源试点申报工作,以"场景 ...

格隆汇12月9日丨厦钨新能(688778.SH)在互动平台表示，公司重点推进NL全新结构正极材料在3C消费 领域中的应用，并针对低空飞行、电动工具、全固态电池等领域积极开发相应的NL全新结构正极材 料。 ...

格隆汇12月9日丨厦钨新能(688778.SH)在互动平台表示，公司重点推进NL全新结构正极材料在3C消费 领域中的应用，并针对低空飞行、电动工具、全固态电池等领域积极开发相应的NL全新结构正极材 料。 ...

Core Viewpoint - The company has made significant progress in the development of key materials for all-solid-state batteries, achieving performance levels comparable to liquid batteries and exceeding current energy density standards [1] Group 1: All-Solid-State Battery Materials - The company's ultra-high nickel multi-component materials for all-solid-state batteries are nearing the performance of liquid batteries, meeting the demand for over 400Wh/kg energy density, which is significantly higher than current liquid battery levels [1] - The ultra-high capacity lithium-rich manganese-based materials can enable all-solid-state batteries to reach an energy density of 500Wh/kg, leading the industry in performance [1] Group 2: Solid Electrolyte Development - The company has comprehensively laid out different technological routes for solid electrolytes, including sulfides, oxides, and halides, and has developed a novel chloroiodide composite sulfide electrolyte that maintains high ionic conductivity while significantly reducing interfacial pressure [1] - This new electrolyte effectively addresses the challenges of solid-solid interface contact and is currently undergoing mass verification with leading customers [1] Group 3: Production and Supply - By the third quarter of 2025, the company has achieved bulk supply of key materials for all-solid-state batteries at a scale exceeding 20 tons [1]

注意！支付宝首页"加入叮"，尾盘有动作会及时推送提醒，避免错过操作！ 接下来说下我的个人操作（点蓝色字体或产品卡可直达）： 1.我加仓$招商中证电池主题ETF联接C$5000元（点蓝色字体或产品卡可直达）。电池板块缩量回踩，月线看高6信号，距离前期高点还有不少上行空间。消 息面上，反内卷还在延续，严厉打击低价倾销和知识产权侵权乱象。此外，工信部还鼓励我国光伏、锂电池、新能源汽车等优势企业"走出去"，电池商业化 量产加速中，国家层面定调，全固态电池是未来新能源汽车产业发展新的重要驱动力。 小欧看好后市机会打算按计划逢低定投，招商中证电池跟踪CS电池指数，业绩表现看近6月上涨超68%，弹性相当给力，而且买入零费率持有满7天免赎回 费，操作灵活性满满。 2.我加仓$天弘中证红利低波动100ETF联接C$10000元（点蓝色字体或产品卡可直达）。近期市场震荡盘整为主，小欧稳中求进，我分散配置一些到红利低 波方向，当前红利低波指数的股息率在5%左右，在降息背景下，也是备受险资等求稳资金青睐。 天弘这只涵盖的成份股均是盈利稳定、现金流充沛、分化比例高的优质资产，兼具红利＋低波策略，也就是说不仅可以获取稳定的股息收益，同时 ...

| | 公司 9 月末合同负债 2.32 亿，均为已签订合同的预收款项 | | --- | --- | | | 执行，未来的订单情况请关注公司披露的公告，谢谢！ | | | 5、截止目前，与新能源汽车客户的合作订单增长情况如何？ | | | 您好！目前我们的智能物流装备和固态电池装备主要客户是 | | | 锂电池生产厂商。谢谢！ | | | 6、与海外知名车企完成带料测试与送样生产，什么时候完 | | | 成合作签约?签约额预估有多少？ | | | 您好！目前海外知名车企处于带料测试和送样状态中。谢谢！ | | | 7、目前，全固态电池生产线进入国内电池厂商有哪几家? | | | 正在带料测试的有哪几家? | | | 您好！已经签署海希通讯 合同，还有一些正在商 200MWH | | | 务沟通中。在公司测试的有数家知名电池企业。谢谢！ | | 附件清单（如有） 无 | | | 日期 | 2025-12-02 | 深圳市全景网络有限公司 苏州华亚智能科技股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 √ 业绩 ...

Market Overview - Hong Kong stocks opened higher but closed lower, with the Hang Seng Index rising 0.24% to 26,095.05 points and a total turnover of HKD 178.25 billion [1] - The Hang Seng Tech Index fell 0.37% to 5,624.04 points, while the Hang Seng China Enterprises Index increased by 0.11% to 9,182.65 points [1] Blue Chip Performance - Galaxy Entertainment (00027) led blue-chip stocks, rising 2.81% to HKD 40.98, contributing 3.88 points to the Hang Seng Index [2] - Other notable blue-chip performers included Hengan International (01044) up 2.69% and Budweiser APAC (01876) up 2.35% [2] - WuXi AppTec (02359) fell 3.13%, dragging the index down by 2.2 points, while SMIC (00981) decreased by 1.15%, contributing a drop of 5.66 points [2] Sector Highlights - The gaming sector saw a rise, with Macau's November gaming revenue reaching MOP 210.9 billion, a 14.4% year-on-year increase, exceeding market expectations [4] - The mobile phone supply chain remained active, with notable gains in companies like AAC Technologies (02018) and BYD Electronics (00285) [4][5] - The automotive sector showed mixed results, with BYD (01211) up 2.19% while Xpeng Motors (09868) fell 5.52% [5][6] Notable Stock Movements - Conant Optical (02276) surged 10.58% after announcing its role as the exclusive lens supplier for Alibaba's AI glasses [7] - Giga Biologics (02367) rose 8.53% following a share buyback announcement [8] - GAC Group (02238) increased by 7.32% due to positive management updates regarding new battery technology and partnerships [9] - Longpan Technology (02465) saw a 4.1% rise amid industry price adjustments in lithium iron phosphate [10] - 3SBio (01530) faced pressure, dropping 4.61% after announcing a share placement to raise HKD 31.15 billion for R&D and operational expenses [11]

Market Overview - Hong Kong stocks opened higher but closed lower, with the Hang Seng Index rising 0.24% to 26,095.05 points and a total turnover of 178.25 billion HKD [1] - The Hang Seng Tech Index fell 0.37% to 5,624.04 points, while the Hang Seng China Enterprises Index increased by 0.11% to 9,182.65 points [1] Blue Chip Performance - Galaxy Entertainment (00027) led blue-chip stocks, rising 2.81% to 40.98 HKD, contributing 3.88 points to the Hang Seng Index [2] - Other notable blue-chip performers included Hengan International (01044) up 2.69% and Budweiser APAC (01876) up 2.35% [2] - WuXi AppTec (02359) fell 3.13%, negatively impacting the index by 2.2 points [2] Sector Highlights - Macau's November gaming revenue reached 21.09 billion MOP, a 14.4% year-on-year increase, exceeding market expectations [4] - The mobile phone supply chain remained active, with notable gains in companies like AAC Technologies (02018) and BYD Electronics (00285) [4][5] - The automotive sector showed mixed results, with BYD (01211) up 2.19% while Xpeng Motors (09868) fell 5.52% [5][6] Notable Stock Movements - Conant Optical (02276) surged 10.58% to 54.85 HKD following the launch of AI glasses in collaboration with Alibaba [8] - Giga Biotech (02367) rose 8.53% after announcing a share buyback plan [9] - GAC Group (02238) increased by 7.32% due to positive management announcements regarding new battery technology and partnerships [10] - Longpan Technology (02465) saw a 4.1% increase amid industry price adjustments in lithium iron phosphate [11] - 3SBio (01530) faced pressure, dropping 4.61% after announcing a share placement to raise capital [12]

摩根士丹利发表报告指， 广汽集团过去一周累计上涨24%，主要来自以下三项近期利好，包括管理层 最新表态将於2026年量产搭载全固态电池的车型；大幅增加对与华为合作品牌Qijing的资讯披露；宣布 与京东开展营销合作。虽然上述三项举措仍需时间放量，对盈利的实质贡献短期内有限，但考虑到最新 业务进展以及广汽今年以来仍保有5.7%的市场份额，该行认为目前估值依然被低估。 该行指出，虽然广汽旗下埃安仍处亏损，但广汽丰田在2025年向新能源转型的策略已显现成效，并有望 向内部其他合资品牌扩散。因此一旦未来公布新的经营规划，或出现南向资金明显流入等催化剂，在基 本面持续改善的支撑下，股价有望出现较大反应。 （原标题：港股异动 | 广汽集团(02238)再涨超10% 大摩称三大利好推升广汽集团股价 H股目前仍被低 估） 智通财经APP获悉，广汽集团(02238)再涨超10%，截至发稿，涨8.84%，报4.31港元，成交额2.66亿港 元。 ...