Core Viewpoint - The article discusses the balance between globalization and localization in supply chain management, emphasizing the importance of local innovation while leveraging global resources [3][4]. Group 1: Globalization and Localization - The relationship between globalization and localization requires a better balance, focusing on local consumer needs while utilizing global advantages [3]. - The company has achieved over 90% localization in packaging materials and raw materials in China, with 100% localization in biscuit production technology [3][4]. Group 2: Product Development Trends - The snack industry shows distinct market characteristics, with Chinese consumers preferring less sweet products due to health concerns, leading to the development of thinner, less sweet Oreo products [5]. - Local product development can inspire interest in other markets, showcasing a trend towards healthier snacks globally [5]. Group 3: Supply Chain Maturity and Challenges - The AMEA region faces varying supply chain maturity levels, with a need for patience in improving factory standards [6]. - The collaborative environment in China, supported by government and suppliers, is unique and not easily replicated elsewhere, highlighting the need for patience in global expansion [6][7]. Group 4: Talent Development and Leadership - The company employs two methodologies for talent development: "hunting" for specialized skills and "farming" for building foundational capabilities [9][10]. - Female leadership is emphasized, with a focus on establishing a unique leadership style and overcoming feelings of inadequacy [11]. Group 5: Lighthouse Factories and AI Integration - The Suzhou factory is recognized as a global lighthouse factory, showcasing advancements in employee engagement and technology integration [12][13]. - Future AI applications are expected to enhance decision-making processes and optimize supply chain efficiency [14][15]. Group 6: Future Supply Chain Challenges - Key challenges include building a flexible supply chain, ensuring sustainability, and engaging the new generation of workers [16]. - Recommendations for supply chain professionals include focusing on loss reduction, maintaining a broad perspective while addressing specific issues, and fostering collaboration [17][18][19].

Core Insights - The article highlights the advanced automation and high technical content involved in the battery assembly process at the Shandong Times New Energy Battery Production Base, which is a strategic project by CATL in northern China [1][2] - The facility is designed to be a "lighthouse + zero-carbon factory," emphasizing high levels of digitalization and intelligence, with over 90% utilization of domestic equipment [1] Group 1: Project Overview - The Shandong Times New Energy Battery Production Base has a total scale of 160GWh and aims to produce the world's most advanced energy storage and power batteries, making it the largest new energy battery base in northern China [1] - The project is being constructed in three phases, with the first phase having a scale of 60GWh and a total building area of 512,000 square meters [2] - The first production line has already commenced operations, with the first batch of products officially launched on May 10, and the second and third production lines expected to be operational by the end of July [2] Group 2: Sustainability and Recycling - The facility incorporates a circular economy concept throughout the entire lifecycle management of batteries, from usage to disposal and recycling [2] - CATL has achieved a nickel extraction rate of over 90% from waste batteries, positioning the company as a global leader in this technology [2] - The project is expected to create over 7,000 jobs upon full production [2]

Core Viewpoint - Beijing is promoting the pilot program for Qualified Foreign Limited Partners (QFLP) to encourage foreign investment institutions to establish industrial investment funds in the city [1] Group 1: Policy Initiatives - The Beijing Municipal Bureau of Economy and Information Technology has issued the "Beijing Action Plan for Promoting High-Precision Industries and High-Level Opening Up (2025)" [1] - The action plan aims to facilitate the establishment of QFLP pilot programs [1] - The plan encourages government investment funds, state-owned capital, and foreign enterprises to participate in the overseas listing of companies [1] Group 2: Support for Foreign Investment - The action plan supports foreign enterprises in utilizing national policies for large-scale equipment upgrades to carry out intelligent transformation and upgrades [1] - It promotes the construction of leading smart factories and "lighthouse factories" [1]

Group 1 - The Ningde Times Luoyang base project phase one has recently achieved full production, with a cumulative output value exceeding 5 billion yuan, significantly boosting the development of the new energy industry in Luoyang [1] - The Luoyang base is one of the thirteen global production bases of Ningde Times, built according to the standards of "lighthouse factory + zero-carbon factory," covering an area of 850 acres with an annual production capacity of 30 GWh [1] - All production lines in phase one are now operational, with over 95% of production equipment connected to the internet, achieving a production rhythm of one cell per second and one battery pack every 2.5 minutes [1] Group 2 - The Luoyang base is producing high-performance Kirin batteries using Ningde Times' third-generation CTP technology, which can easily achieve a vehicle range of 1000 kilometers and 4C fast charging [1] - The construction progress of phase two of the Luoyang base is accelerating, with various facilities at different stages of completion, including the main construction of the cell factory and module warehouse [1][2] - The company plans to orderly expand new energy battery production capacity in phase two, continuously introducing advanced battery manufacturing technologies, intelligent production equipment, and efficient supply chain management systems to promote the high-end, intelligent, and green development of the Luoyang new energy industry [2]

《关于 A 股部分募集资金投资项目终止并调整投资计划的议案》尚需提交 公司股东会审议。现将有关情况公告如下： 一、A 股首次公开发行股票募集资金的基本情况 经中国证券监督管理委员会《关于同意中集车辆（集团）股份有限公司首次 公开发行股票注册的批复》 （证监许可〔2021〕1719 号）同意注册，公司首次公 开发行人民币普通股（A 股）股票 25,260.00 万股，每股面值人民币 1.00 元，每 股发行价格为人民币 6.96 元，募集资金总额为人民币 175,809.60 万元，扣除不 含税发行费用人民币 17,431.92 万元，实际募集资金净额为人民币 158,377.68 万 元。普华永道中天会计师事务所（特殊普通合伙）对公司 A 股首次公开发行股票 的资金到位情况进行了审验，并于 2021 年 7 月 5 日出具了普华永道中天验字 (2021)第 0668 号验资报告。公司已对募集资金采取专户存储管理。 中集车辆: 海通证券股份有限公司关于中集车辆 （集团）股份有限公司对A股部分募集资金投资项 目终止并调整投资计划及部分募集资金投资项目延 期的核查意见 海通证券股份有限公司 关于中集车辆（集团）股份 ...

据洛阳当地媒体消息，3月21日，宁德时代洛阳基地三期、四期项目在洛阳市伊滨区正式开工。 宁德时代洛阳基地总投资320亿元，共分四期建设。其中，一期已于2024年12月投产，二期将于今年6月投产； 此次开工的三期、四期项目总 投资180亿元，年度计划投资50亿元，计划于2026年10月底建成投用。 项目全部建成后，宁德时代洛阳基地将带动上下游产业集聚发展，预计可实现年产值超2000亿元。 资料显示，2022年6月，宁德时代与洛阳市人民政府签署战略合作协议，协同推进新能源产业生态建设；同年9月，宁德时代披露建设洛阳新 能源电池生产基地项目（"中州时代项目"）。洛阳基地是宁德时代在全球范围布局的十三大生产基地之一，按照"灯塔工厂"标准打造。 随着此次三期、四期项目开工，意味着宁德时代洛阳基地已全面启动。不过，宁德时代并未公布洛阳基地的总产能规模，仅此前消息显示，宁 德时代将在河南洛阳伊滨区分四期建设年产能120GWh的新能源电池基地。 就在此前业绩说明会上，目前已经拥有676GWh电池系统产能的宁德时代指出，基于未来几年的市场增速较快的判断，目前产能利用率饱满 下，公司正在推进超200GWh产能建设。其称，超级拉线 ...

以零碳技术赋能新能源行业发展，将成为宁德时代2025年重要发展战略之一。 起点锂电获悉，近日宁德时代又一零碳工厂传来新动态。1月13日，宁德时代肇庆项目——瑞 庆时代举行项目二阶段前工序整体交付暨首批设备进场仪式。 该工厂项目二阶段是对一阶段有效补充，将新增集装箱生产环节，建成后瑞庆时代将成为广东 省首个涵盖电芯到电箱、电柜和集装箱全链条储能产品的储能基地。 瑞庆时代2021年2月签约落户肇庆，当年开工后仅6个月就迅速建成50万平方米厂房封顶，14个 月即投产，2023年8月瑞庆时代更是取得零碳工厂认证，该工厂建成后，将会成为宁德时代储 能业务重要根据地。 去年该工厂位列"2024广东省民营企业100强"榜单第61位、"2024广东省制造业民营企业100 强"榜单第38位，为肇庆市唯一上榜企业。12月生产项目二阶段工程开工，仅一个月就完成厂 房建设顺利引入设备。 01 宁德时代的零碳工厂和灯塔工厂计划 宁德时代一向较为重视环保，全球锂电行业仅有的3座灯塔工厂均为宁德时代打造。 自2021年以来，宁德时代宁德基地、宜宾基地、溧阳基地先后获得灯塔工厂称号。 第1座灯塔工厂宁德基地主要特点为人工智能先进分析技术、边 ...