智通财经APP获悉，11月19日，晋景新能(01783)发布正面盈利预告，预计截至2025年9月30日止六个月 将实现转亏为盈，录得纯利约1200万至1600万港元。盈喜预告发布后，市场反应积极，股价持续拉升， 盘中涨幅一度突破5%，截至发稿上涨3.40%，报3.35港元。公司预计将于2025年11月26日前正式公布中 期业绩。 公告指出，盈利增长主要得益于三项因素的综合推动：第一，报告期内，营收大幅增加约5.673亿港 元，较去年同期的2.482亿港元大幅增长约129%；第二，毛利相应提升约3980万港元，营收及毛利增长 主要来自逆向供应链管理及环保相关服务分部的业务扩张；第三，以股权结算的股份为基础支付费用同 比减少约3060万港元。 值得关注的是，公司正在建设的香港首座动力电池处理工厂预计将于2026年上半年投入营运，设计产能 可满足香港2035年规划的电动车电池处理需求。随着香港电动车普及加速及全球电池回收市场扩容，晋 景新能凭借先发优势和政策支持，有望持续受益于新能源产业发展红利。 ...

融物承新 租赢未来 主题 今日之融资租赁，早已不能是简单的"租设备"和"类信贷"，而是新质生产力发展的 "价值伙伴" 。它的 价值回归，是金融服务向实体经济本源的致敬；它的价值重估，是市场对其产业赋能能力的再认知。 如何让更多企业重新发现融资租赁的独特优势？如何让更多资源通过融资租赁链接新质生产力赛道？ 如何让租赁转型恰好适配新质产业需求？ 第一财经携手上海交易集团为融资租赁与新质产业，倾力搭 建全生态产融圈层，利用主流价值之声，让公众市场重新发现"融资租赁"的内涵及价值。 "2025（首届）租赁业产融生态大会"，已邀请监管机构、经济学家、金融基础设施、中国主流融资租 赁机构、全球知名新质企业、国内头部产业协会等，共同呈现一场推进中国融资租赁高质量转型发 展、构建产业金融生态圈的国际化论坛。 本次大会 聚焦"新质"发展 ，从人工智能制造对传统行业智慧升级，到新能源产业的规模化布局，再到 低空经济场景研判，不仅谈"融资、融物"，更要谈"融智、融伴"，不仅要同业交流，更要跨行业互 动，让融资租赁不再局限于"资金融通"，更能延伸至 "产业金融" 的深层维度，成为新质生产力成长阶 段的 "孵化器" ，让每一个创新火种 ...

来源：中信建投期货微资讯 （来源：中信建投期货微资讯） 11月14日，广期所发布铂、钯期货和期权上市交易有关事项的通知。根据通知，铂、钯期货合约自2025 年11月27日起上市交易，铂、钯期权合约自2025年11月28日起上市交易。 铂、钯因在氢能、汽车尾气催化剂、新能源制造等领域作用突出，一直被视作战略性关键金属。随着全 球新能源产业加速扩张，两者的供应紧张与价格波动愈发受到市场关注，此次上市也因此备受产业链期 待。 铂期权合约上市相关信息及交易规则小编已整理好，下滑了解。 铂期权合约上市有关事项 1 内容来源：广期所官网 2 上市有关信息 上市时间 铂期权合约自2025年11月28日（星期五）起上市交易。 标准化合约 | 合约标的物 | 铂期货合约 | | --- | --- | | 合约类型 | 看涨期权、看跌期权 | | 交易单位 | 1 手(1000克) 铂期货合约 | | 报价单位 | 元(人民币) /克 | | 最小变动价位 | 0.05 元/克 | | 涨跌停板幅度 | 与铂期货合约涨跌停板幅度相同 | | 合约月份 | 2、4、6、8、10、12月 | | 交易时间 | 上午 9:00-11 ...

Core Viewpoint - Yongtai Technology's subsidiary has received approval for trial production of a lithium battery additive project, which will significantly increase its production capacity for VC (Vinylene Carbonate) to 10,000 tons per year by 2025 [1][2]. Production Capacity Increase - The company plans to construct an additional 25,000 tons of VC and 5,000 tons of FEC (Fluoroethylene Carbonate) production capacity, with the current trial production phase focusing on the 5,000 tons of VC [2]. - The new production line will double the existing VC capacity from 5,000 tons to 10,000 tons per year, enhancing the company's scale advantages in the lithium battery materials sector [2][3]. Market Demand and Pricing - Recent reports indicate a surge in prices for lithium battery additives like VC, driven by strong demand in downstream sectors such as power batteries, energy storage, and consumer electronics [2][3]. - The company anticipates that the supply-demand balance for VC will remain tight due to structural changes in both supply and demand, alongside a cautious expansion pace in the industry [3]. Financial Performance and Growth Strategy - In the first three quarters of the year, the company achieved revenue of 4.028 billion yuan, a year-on-year increase of 20.65%, and reported a net profit of 32.55 million yuan, marking a turnaround from previous losses [4]. - The company aims to enhance its market competitiveness and profitability through product structure optimization, accelerated market promotion of new businesses, strengthened industry chain collaboration, and increased R&D investment [4]. Industry Position and Future Outlook - Yongtai Technology is recognized as a leading manufacturer of fluorine-based fine chemicals, with a vertically integrated production capacity covering lithium salt raw materials, lithium salts, additives, and electrolytes [3]. - The company has established multiple production bases across various regions, ensuring sufficient capacity to support future growth in its core business [4].

Core Insights - 东方日升 has been recognized as a Tier 1 global energy storage system manufacturer by BloombergNEF, highlighting its product performance and global delivery capabilities [1] - The company has successfully completed a 2MW/10MWh energy storage project in Japan, which is expected to generate stable revenue through peak-valley arbitrage and auxiliary services [1] - A significant order for 100 units of iCon commercial energy storage systems has been signed with ES Integrations BV, indicating strong international collaboration [2] - The global energy storage market is projected to grow from $668.7 billion in 2024 to $5.12 trillion by 2034, with a CAGR of 21.7% from 2025 to 2034 [2] - 东方日升 is expanding its international market presence with a comprehensive range of energy storage solutions, aiming to become a benchmark supplier in the global market [3] Company Developments - The company has launched an integrated solution for residential applications, featuring a 475Wp bifacial TOPCon solar module, Velta 8kW hybrid inverter, and Hifz 5kWh stackable battery pack [4] - For commercial applications, 东方日升 offers a diverse product mix, including the伏曦 Pro module and Risen Stack1 integrated storage system, designed to meet various customer needs [4] - In large-scale solar storage scenarios, the company’s products, such as the伏曦 Pro module and eTron 5MWh liquid-cooled storage system, are designed to enhance efficiency and reliability [5] Market Positioning - The company is leveraging its global production bases and marketing service centers to strengthen its core competitiveness in the energy storage sector [6] - By focusing on technological innovation and product iteration, 东方日升 aims to address market pain points and enhance its offerings [3] - The company is committed to providing a full lifecycle value chain in renewable energy services, covering green power generation, energy conversion, storage, and intelligent operation [3]

Core Viewpoint - The company Zhongwei New Materials has successfully listed on the Hong Kong Stock Exchange, marking a new journey in the global new energy battery materials market, with significant investor recognition reflected in a 16.5 times oversubscription during the public offering phase [1] Industry Outlook - The new energy materials sector is poised for long-term growth driven by the increasing demand from electric vehicles and energy storage solutions, with the global market for electrochemical energy storage expected to grow at a compound annual growth rate (CAGR) of 45% from 2024 to 2030 [9][10] - The penetration rate of electric vehicles is projected to continue growing at a CAGR of over 20.9% from 2024 to 2030, which will significantly boost the demand for nickel and phosphorus battery materials [8][10] Company Strengths - Zhongwei New Materials has established a strong competitive edge through its deep focus on the new energy materials sector, creating a product matrix of nickel, cobalt, phosphorus, and sodium, supported by a "technology + market" dual barrier [3] - The company has maintained the highest global shipment volume of nickel and cobalt-based precursor materials for lithium batteries for five consecutive years, with market shares of 20.3% and 28.0% respectively in 2024 [3] - The company has formed deep partnerships with key global battery manufacturers such as CATL, LG Energy Solution, and Samsung SDI, ensuring stable supply chains and customer retention [4] Financial Performance - Zhongwei New Materials has demonstrated strong revenue growth, with revenues projected to rise from 30.34 billion in 2022 to 40.22 billion in 2024, alongside improvements in profit margins for core products [5] - The gross margin for nickel materials is expected to increase from 12.5% in 2022 to 19.9% in 2024, while cobalt materials are projected to rise from 5.7% to 10.6% [5] Strategic Development - The company is leveraging a vertical integration strategy to enhance resource allocation and cost control, which positions it well to navigate global supply chain challenges and resource price fluctuations [5] - Zhongwei New Materials is expanding its production bases in regions such as Guizhou, Hunan, and Guangxi, as well as overseas in Indonesia, South Korea, and Morocco, to better serve domestic and international markets [5] Future Prospects - The successful listing and capital raise are expected to accelerate the company's growth trajectory and enhance its global market share and influence [11] - With the ongoing evolution of the global new energy industry and the optimization of energy structures, Zhongwei New Materials is well-positioned to capitalize on diverse market demands and solidify its status as a leading player in the sector [11]

文 | 鹏程无限 11月12日，鹏程无限 在四川宜宾完成重点项目签约，正式启动在西南地区的储能电芯制造基 地建设，规划年产能达27GWh。 鹏程无限董事长兼总经理吕建上台签约。根据协议，项目将落户宜宾市叙州区储能产业园， 建设行业领先的高速电芯生产线，主要生产新一代500+Ah储能专用电芯产品，总投资约45亿 元。 目前，鹏程无限已成立专项工作组，全力推进项目建设，预计2026年第四季度正式投产。 项目建成后，预计可实现年产值超60亿元，并为当地创造大量就业机会，进一步强化区域产 业集聚效应，助力宜宾打造中国储能产业新高地。 此次落子四川，是鹏程无限继布局长三角、珠三角及西北地区后，进一步完善全国市场网络 的关键一步。 鹏程无限电芯自面向市场以来，以 "长寿命、高性能、高安全"多项亮点获得外界广泛认可， 订单量持续攀升。为积极响应客户需求，鹏程无限不断加快建设步伐，推动全国多地产能协 同并进，发展新格局 加速形成 。 未来，鹏程无限将持续发挥在技术研发与生产工艺方面的核心优势，产能提升与市场拓展双 引擎驱动，为新能源产业的高质量发展注入更强动力。 100MW/200MWh！鹏程无限湖南首个示范性储能项目并网投 ...

（文章来源：每日经济新闻） 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅达20%，该指数从市 场中选取涉及清洁能源、节能环保、新能源汽车等领域的领先企业证券作为指数样本，重点关注新能源 产业的技术进步与成长潜力，以反映新能源及相关技术创新企业的整体表现。 华鑫证券指出，美国火电机组退役进入高峰，2025年预计退役12.3GW，同比增长65%，其中煤电退役 8.1GW（占存量4.7%）。过去十年美国净发电容量CAGR仅1.42%，电力扩容缓慢与数据中心需求激增 可能引发供需缺口。EIA预计2025~2029年将新增净容量229.1GW，五年CAGR达3.47%，燃气发电、核 电、燃料电池等高可靠性电源将成为装机主力，储能及变压器等电网配套设备需求亦将显著提升。数据 中心方面，为应对高能耗挑战，供电方案正向高压直流（HVDC）架构演进，英伟达提出的800VDC架 构预计可提升能效5%、降低维护成本70%，固态变压器（SST）技术可直接将10kV交流电转为800V直 流，随着AI数据中心推广，HVDC/SST设备需求将迎来爆发。 ...

Group 1 - The core viewpoint of the news is that Duofuduo's stock has experienced a significant increase, with a 5.07% rise on November 14, reaching a price of 39.61 yuan per share, and a cumulative increase of 29.2% over the past five days [1] - Duofuduo New Materials Co., Ltd. is based in Jiaozuo, Henan Province, and was established on December 21, 1999. It was listed on May 18, 2010. The company's main business includes lithium hexafluorophosphate and electronic chemicals, lithium-ion batteries, new energy vehicles, and inorganic fluorides [1] - The revenue composition of Duofuduo's main business is as follows: new energy materials 34.97%, fluorine-based new materials 30.39%, new energy batteries 25.30%, electronic information materials 5.55%, and others 3.80% [1] Group 2 - From the perspective of fund holdings, a fund under Changjiang Asset Management has a significant position in Duofuduo. The Changjiang New Energy Industry Mixed A Fund (011446) held 440,000 shares in the third quarter, accounting for 3.66% of the fund's net value, making it the seventh-largest holding [2] - The estimated floating profit from the recent stock increase is approximately 840,400 yuan, with a total floating profit of 3,748,800 yuan during the five-day increase [2] - The Changjiang New Energy Industry Mixed A Fund (011446) was established on April 14, 2021, with a current scale of 145 million yuan. Year-to-date returns are 66.16%, ranking 383 out of 8140 in its category, while the one-year return is 55.43%, ranking 454 out of 8056 [2]

近日，公司收到基金管理人通知，该基金已根据《证券投资基金法》和《私募投资基金监督管理暂行办 法》等法律法规的要求，在中国证券投资基金业协会完成私募投资基金备案手续，并取得《私募投资基 金备案证明》。具体备案信息如下： 证券代码：603969 证券简称：银龙股份公告编号：2025-065 天津银龙预应力材料股份有限公司 关于参与设立的私募股权投资基金备案完成的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 一、基本情况 为满足天津银龙预应力材料股份有限公司（以下简称"银龙股份"或"公司"）战略发展需求及产业联动效 应，进一步深化合作，公司与北京泓慧国际能源技术发展股份有限公司、博通（天津）创业投资有限公 司共同投资设立产业基金并签订合伙协议，合伙企业主要投资于新能源产业、储能领域相关项目，致力 于挖掘具有创新性技术、高增长潜力、符合产业发展趋势的优质项目。具体内容详见公司于2025年8月1 日披露于《中国证券报》《上海证券报》及上海证券交易所网站（www.sse.com.cn）的《天津银龙预应 力材料股份有限公司关于 ...