5 月 20 日，宁德时代在港交所主板挂牌交易，开盘价 296 港元 / 股，较发行价上涨 12.55% 。截至 5 月 26 日收盘，这家 全球 新能源巨头 的市值达到 1.4 3 万亿港元。 根据宁德时代此前披露，此次港股上市其募资所得的 90% ，将投向匈牙利项目第一期及第二期建设，剩余部分将用于营运资金等。此次上 市，"宁王"募资净额约 353 亿港元， 其中 9 成资金 即约 300 亿人民币， 将 投向匈牙利项目。 匈牙利电池工厂是宁德时代在欧洲布局的关键工厂，旨在为宝马、 大众等欧洲主流汽车制造商提供电池产品。 这座规划总产能 100GWh 的 "欧洲心脏工厂"，与港股二次上市形成 "产能 + 资本" 的双轮驱动，成为宁德时代全球化战略新阶段的重要一步。 2022 年，宁德时代宣布计划在匈牙利德布勒森市投资建设电池工厂，项目分三期，总产能为 100GWh ，总投资金额预计不超过 73 亿欧元， 总建设周期不超过 64 个月。其中一期和二期项目规划产能分别为 34GWh 和 38GWh ，合计 72GWh ，用于生产动力电池和储能电池，供应 欧洲车企等海外客户，投资金额约为 49 亿欧元。 财报显 ...

6月会议预告 2025高工钠电 产业峰会 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 一则新的法案，再次给美国电动汽车产业链的发展蒙上阴影。 近日，美国众议院通过《 Big, Beautiful Budget Bill 》，该法案被特朗普政府誉为"历史性的减 税"法案，尽管该法案尚需要通过参议院以及美国总统审核，但是实质性的减税则以拆东墙补西墙 的方式完成。 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 近几年来，全球推进零碳转型，对于电动汽车制定了各种税收优惠政策，如挪威对于新的电动汽车 免征增值税和其他购买税。丹麦、荷兰对电动汽车的购置税也给予较大的减免。 美国对于电动汽车的加税行为，似乎和全球推进零碳转型的行径相反。 不过美国对于电动汽车的加税也有一定的产业合理性。 随着电动汽车销量的增长，市场对于电动 汽车不断的免税政策出现一定程度的反思。 电 ...

Group 1 - In 2025, China's economy will enter a year of overlapping cycles, including a new economic development cycle, geopolitical cycle, and technological transformation cycle, leading to anxiety in industries such as clothing, dyeing, automotive manufacturing, bakeries, and cultural companies [3] - The artificial intelligence sector is identified as a new economic growth point, with significant development observed during visits to 60 enterprises [3] - The need to enhance consumer confidence and expand income sources is highlighted as a crucial task for revitalizing domestic demand [3] Group 2 - New job opportunities are emerging in the live streaming and online gaming industries, creating a new employment landscape [3] - The manufacturing sector is experiencing profound changes in talent structure, with a significant increase in demand for technical personnel, indicating a talent gap of 30 million in new types of manufacturing roles [3] - The transformation of vocational education systems is emphasized as a new market opportunity in 2025 [3] Group 3 - 2025 is projected to be the inaugural year for industry large models in China, with significant competition and development in this area [5] - Companies like Baidu Smart Cloud are working on building new foundational infrastructure for large models, which will reshape the information infrastructure of manufacturing and service industries [5] - The zero-carbon economy is becoming a new focus for future competition, with practical examples observed in zero-carbon ports and restaurants [5] Group 4 - The importance of creating demand and integrating capabilities is stressed, with a call for companies to develop products that excite consumers [5] - The concept of "waste" as a form of productivity is introduced, suggesting that consumers are willing to invest time in enjoyable experiences [5]

围绕打造国际"绿能之都"目标，近年来，阳江坚定不移向"新"而动、逐"绿"而行，大力推进海上风电规 模化、集群化发展，逐步形成了集资源开发、装备制造、研发设计、检测认证、运维管理、综合服务于 一体的海上风电全产业链发展格局，"全球风电看中国，海上风电看阳江"已成为行业共识。 截至目前，阳江已形成2000万千瓦海上风电规划总装机规模，并网装机容量逾600万千瓦，占全省 50%、位居全国第二。到2026年，阳江海上风电并网总装机有望突破1300万千瓦，成为全国首个规模超 千万千瓦级海上风电基地，年发电量可满足大湾区1000万户家庭清洁用电需求。 本次大会以"完善海上风电生态 打造国际绿能之都"为主题，汇聚了中国工程院院士、中国科学院海洋 研究所研究员侯保荣，中国职工技术协会副理事长、电力专委会名誉会长、联合国国际生态生命安全科 学院院士毕亚雄等海内外风能领域的顶尖专家与行业领袖，围绕海上风电应用与技术创新、绿能产业与 零碳经济发展、全球风电产业链供应链建设等内容，共探阳江打造全球领先绿色能源产业集群的创新路 径，共享创新成果，建立协作机制，为全球海上风电高质量发展贡献智慧和力量。 开幕式上，院士专家作了主旨报告。开 ...

Core Viewpoint - The traditional industry is crucial for building a modern industrial system and nurturing new productive forces, with the "renewal project" being a complex system engineering task that requires effective implementation in the next phase [1] Group 1: Progress and Achievements - Jiangsu's "Five Major Actions" have been successfully implemented, leading to a revitalization of traditional industries [2] - In the area of phasing out outdated practices, a joint inspection of backward processes and equipment will be conducted by provincial, municipal, and county levels by 2024 [2] - Over 3,000 enterprises' equipment upgrade needs and 2,000 supply lists have been compiled, with 1,420 financing needs for equipment upgrades identified, covering nearly 9,000 enterprises through 101 matching events [2] - Jiangsu has created 95 national-level green factories, 18 national-level green industrial parks, and 14 national-level green supply chain management enterprises, ranking first in the country for new green factories and parks [2] - A total of 1,483 new technologies and products were promoted in the past year, with 278 entering the autonomous innovation product catalog, and 12 brands recognized as "China's Consumer Famous Products," also the highest in the country [2] Group 2: Future Directions and Strategies - The next phase will focus on accelerating the exit of outdated equipment and promoting equipment upgrades, while utilizing policy resources to support traditional industry improvements [3] - There will be a broader promotion of green manufacturing and the establishment of low-carbon development mechanisms, aiming to cultivate more green factories and parks [3] - The industry will focus on product innovation and brand enhancement to better meet diverse consumer needs, while promoting resource sharing and circular economy practices [3] - Jiangsu will implement top-level design for traditional industry renewal, ensuring the "Five Major Actions" yield tangible results in cycles [3] - The approach will be tailored to local resources, industry characteristics, and existing advantages to enhance competitive strength [3] Group 3: Importance of Traditional Industry - Traditional industry is considered Jiangsu's "core competency" and essential for future development, with a focus on high-end, intelligent, and green transformation [4] - The goal is to strengthen the manufacturing sector and enhance Jiangsu's role as a major economic province [4]

Group 1: Industry Overview - The recent implementation details of Document No. 136 in Guangxi clarify that the mechanism price for existing renewable energy projects will be executed at a coal benchmark price of 0.4207 yuan per kilowatt-hour, establishing a sustainable pricing settlement mechanism for both existing and new projects, thus promoting the full entry of renewable energy into the electricity market [1][4]. Group 2: New Energy Vehicle Industry Insights - CATL's listing in Hong Kong is expected to boost the valuation of leading technology manufacturing companies in China, with electrification advancing further [2][3]. - CATL plans to build a nationwide battery swap network covering 80% of trunk transport capacity by 2030 and aims for over 50% penetration of electric heavy trucks within three years [3]. Group 3: Solid-State Battery Developments - Recent advancements include BMW's road testing of the i7 prototype equipped with solid-state batteries and the unveiling of Chery's Exlantix ET test vehicle marked with "solid-state battery" [3]. - Guoxuan High-Tech has established its first pilot line for solid-state batteries and has entered the pre-production phase [3]. Group 4: AI and Renewable Energy Integration - The transition to 800V high-voltage direct current (HVDC) in data centers is a trend, with companies like Nengheng Electric benefiting from this shift as NVIDIA plans to implement it by 2027 to meet AI computing power demands [5]. - The integration of humanoid robots in industrial settings is progressing, with companies like Midea testing robots in factories, and Zhejiang Rongtai establishing a wholly-owned subsidiary to enhance its robotics business [5][6].

Core Viewpoint - Rongli Construction is actively positioning itself in the renewable energy sector in Hong Kong by forming strategic alliances and launching initiatives aimed at achieving zero carbon emissions and promoting smart city development [1][2][3]. Group 1: Company Initiatives - Rongli Construction has been expanding its renewable energy business since 2018, focusing on solar photovoltaic systems and electric construction machinery [3]. - The company has installed photovoltaic systems for over 400 schools and NGOs, demonstrating its commitment to sustainable development [3]. - The establishment of the Zero Carbon Smart Alliance signifies Rongli's ambition to lead in green construction and contribute to societal responsibilities [3][5]. Group 2: Strategic Partnerships - The collaboration with SANY Group and CATL (Contemporary Amperex Technology Co., Limited) enhances Rongli's capabilities in the renewable energy sector [2][12]. - SANY Group's electric vehicles are supported by Rongli's local resources, which will facilitate the establishment of charging infrastructure in Hong Kong [12]. - The partnership with CATL aims to create a battery recycling network, aligning with Hong Kong's climate action goals [9][14]. Group 3: Market Opportunities - The Hong Kong government has set ambitious targets for zero emissions by 2050, creating a favorable environment for companies like Rongli to capitalize on the growing demand for renewable energy solutions [4]. - The market for electric vehicles and charging infrastructure in Hong Kong presents significant growth potential, with plans to build over 20 smart battery swap stations by 2027 [7]. - The introduction of advanced technologies such as energy storage and rapid charging systems will enhance the efficiency of renewable energy usage in Hong Kong [7][9]. Group 4: Long-term Vision - Rongli Construction aims to increase the share of renewable energy generation in Hong Kong to 7% by 2030 through innovative solar solutions [6]. - The company envisions expanding its renewable energy initiatives beyond Hong Kong, leveraging its experience to enter global markets [14].

截至2025年5月23日收盘，旺能环境(002034)报收于17.14元，下跌2.0%，换手率1.34%，成交量5.77万 手，成交额9978.97万元。 董秘最新回复 投资者： 据5月8日国泰海通的调研报告，贵公司正计划布局湖州零碳智算中心算力项目，为什么公告 内未找到相关的内容，情况是否属实？还有就是算力项目计划什么时候开建？建成后会产生多大的利 润？ 董秘： 尊敬的投资者，您好！湖州南太湖环保能源有限公司已于2025年3月4日完成了湖州"零碳智算中 心"备案，目前正在积极推进前期准备工作，包括客户对接和方案优化等。项目具体建设时间及效益情 况将根据实际进展确定，后续如有重大进展，公司将严格按照监管要求及时履行信息披露义务。感谢您 的关注！ 旺能环境股份有限公司发布了关于注销回购股份减少注册资本暨通知债权人的公告。主要内容如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 当日关注点 交易信息汇总 5月23日，旺能环境的资金流向显示，主力资金净流出1989.47万元；游资资金净流入635.88万元；散户 资金净流入1353. ...

关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上市： 1、 全新小鹏P7"鹏翼版"谍照曝光 近日，有博主曝光了全新小鹏P7"鹏翼版"的谍照。 全新小鹏 P7 "鹏翼版"谍照曝光； 智己LS9谍照曝光； 比亚迪纯电K-Car 谍照曝光； 新款星 途 星纪元ES纯电版上市，售价18.98-26.98万元； 魏牌蓝山焕新款上市，售价29.98-32.68万元； 深蓝S09上市，售价23.99-30.99万元； 小米YU7正式发布； 吉利银河M9全球首发亮相； 多款新车登陆工信部； 公司动态： 宁德时代港股挂牌 上市； 本田发布2025全球事业规划； 小鹏汽车发布2025年一季度财报，业绩历史最强； 比亚迪多款车型推出一口价，海鸥售价低至5.58万元； 国内新闻： 北京面向无车家庭，再次增发2万新能源小客车指标； 发改委重拳整治内卷式竞争，汽车行业被点名； 新车上市 据悉，新车采用了此前老款鹏翼版的同款苹果绿配色， 配备在前款车型上备受好评的"鹏翼门"，配备电动开合的后尾翼，以及橙色的Brembo刹车卡钳。 对 初代小鹏P7来说，鹏翼版最大的意义，一是帅，二是提升品牌调性，也是 小鹏大 ...

Core Viewpoint - The article emphasizes the transition of household living towards a green and low-carbon era, highlighting the importance of homes as key players in energy conservation and carbon footprint reduction [1][4]. Group 1: Zero Carbon Living Exhibition - The "Zero Carbon Living Home" exhibition in Shanghai showcases various zero-carbon lifestyle applications, including outdoor gear, energy hubs, and solar power solutions [2][4]. - The exhibition features a 3-square-meter balcony designed as a micro power station, allowing consumers to experience zero-carbon solutions firsthand [2][4]. Group 2: Industry Trends and Consumer Preferences - The green low-carbon concept is becoming increasingly popular among consumers, with energy efficiency being a key decision factor in purchasing [5][6]. - Major companies like Haier and Skyworth are actively promoting green low-carbon solutions, with Haier planning to integrate AI technology into energy consumption management by 2025 [5][6]. Group 3: Market Potential and Future Outlook - Experts predict that the zero-carbon technology market could reach a scale of hundreds of billions or even trillions, as companies aim to redefine household consumption through zero-carbon technologies [6][8]. - The industry is still in its early stages, with significant opportunities for growth and collaboration among manufacturers to enhance user experience and product performance [7][8][9].