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今日新闻丨宁德时代港股挂牌上市!本田发布2025全球事业规划!智己LS9谍照曝光!
电动车公社· 2025-05-21 13:59
关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻,并附上社长的简单评论。关注「电动车公社」,新能源圈大事小事 看我们就够啦~ 今日新闻要点: 1、 宁德时代港股挂牌上市 5月20日,宁德时代在香港联交所主板正式挂牌上市, 股票代码:03750.HK。 宁德时代董事长兼CEO曾毓群在上市仪式上表示:"宁德时代不只是一家电池零部件制造商,也是系统解决方案提供者,更致力于成为一家零碳科技公司。在 全球新能源革命的大趋势下,零碳经济正快速崛起。宁德时代将成为全球零碳经济的开拓者。" 此前,宁德时代已经在A股上市,不过总体来说发行的股票数量并不算多。这轮港股挂牌上市,可以让宁德时代获得更多资本支持,为下一阶段进军全球市场 提供有力保障。 2、 本田发布2025全球事业规划 近日,本田发布2025年全球事业规划,重点涉及智能化、混合动力和纯电领域。 智能化方面,本田将自主开发全新一代ADAS,可在导航设定目的地后,协助驾驶员在普通道路(含城市道路)和高速公路上完成加速、转向操作,运用了 AD开发中积累的识别和行动规划技术,计划20 27年在北美和日本的纯电及混动车型上广泛搭载。 ...
《零废零碳工业园区建设指南与评价体系》发布,引领工业绿色转型标杆
第一财经· 2025-05-21 12:42
工业和信息化部消费品工业司轻工处副处长朱蕊表示,国家已将零碳园区建设纳入政府工作重点任 务,目前全国累计培育491家国家级绿色工业园区。零碳园区的建设是绿色制造的集成升级,但目前 还未形成统一的评价体系。《指南》为园区建设提供了有益探索,希望其开源开放的框架设计能够加 速技术落地与生态协同。 产学研协同的创新实践 上海交通大学安泰经济与管理学院党委书记姜文宁在致辞中指出,该《指南》是产学研协同合作的典 范成果,系统地构建了覆盖"规划-建设-运营-评估"全周期的标准化框架,创新性地将"零废 弃"与"零碳目标"结合,循环经济价值链与绿色低碳可持续发展目标协同,构建了一套符合经济、环 境、社会、资源的可持续发展路径。这一成果的落地,既为工业园区绿化、数字化转型提供了可操作 的零碳园区建设路线图,也为政府提供了政策研究与规划的科学实践,又为企业优化投资决策提供了 科学依据。 2025年5月21日,上海交通大学徐汇校区迎来了一场聚焦工业可持续发展的盛会。由上海交通大学 环境社会治理研究院(以下简称ESG研究院)联合中建西南咨询顾问有限公司、TÜV莱茵大中华 区、施耐德电气(中国)有限公司、上海第一财经传媒有限公司共同编 ...
宁德时代港股IPO:一次“零碳”时代的价值重估
市值风云· 2025-05-21 10:36
宁德时代已经从单一电池供应商升级为零碳生态构建者,串联起交通、能源、工业三大万亿级市场。 作者 | beyond 编辑 | 小白 2025年5月20日,宁德时代(300750.SZ,03750.HK)以"A+H"形式登陆港交所。上市两日股价累计涨幅2 8.3%,总市值达1.53万亿港元,AH股溢价13.29%。 这场备受全球资本瞩目的IPO创下多项纪录。宁德时代H股最终以263港元最高发行价定价,相较定价基准 日零折价,刷新近十年A股公司赴港上市最低折让纪录,充分彰显市场对其价值的高度认可。 其中,国际配售超购逾30倍,香港公开发售更获151倍超额认购,创近三年港股大型IPO认购倍数新高。 基石投资者更是非常多元化。传统能源巨头中石化与科威特主权财富基金携手入局,韩国未来资产集团 在本国电池产业与宁德时代之间选择了后者,全球前三大ESG基金之一更打破惯例同时持有宁德时代A+ H股份。 大象起舞,这些全球主流投资者看到了什么呢? 零碳科技投资的"确定性" 现在全球正处于一个大变革时期。 新能源、AI、机器人等行业不断爆发,新一轮科技革命正在进行中;俄乌战争、中东、印巴冲突等地缘 事件频发;美联储的高利率已经持续 ...
宁德时代(03750)上市获青睐:转型零碳科技,两日大涨市值迈上1.5万亿港元
智通财经网· 2025-05-21 08:15
Core Viewpoint - The successful IPO of CATL (Contemporary Amperex Technology Co., Limited) in Hong Kong marks a significant step in the company's global capital expansion, with a strong market response reflected in a 30-fold oversubscription and a listing price set at the upper limit of the range at HKD 263 [1][2]. Group 1: IPO Details - CATL's IPO was officially launched on May 20, following a rapid timeline from application to listing, taking only 128 days [1]. - The company raised approximately USD 2.628 billion from cornerstone investors, including Sinopec and the Kuwait Investment Authority [1]. - The IPO attracted significant institutional interest, with over USD 50 billion in orders, resulting in a 30-fold oversubscription for international placements and a 151-fold oversubscription for the Hong Kong public offering [1]. Group 2: Strategic Positioning - The founder of CATL emphasized the company's transition from a battery manufacturer to a zero-carbon technology leader, aiming to integrate more deeply into the global capital market [2]. - CATL has established a comprehensive strategy focusing on three core areas: zero-carbon transportation, zero-carbon electricity, and industrial new energy [3][8]. - The company has maintained a dominant position in the electric vehicle battery market, holding nearly 40% market share globally for eight consecutive years [3][7]. Group 3: Technological Advancements - CATL is actively exploring various scenarios in zero-carbon transportation, including battery swapping solutions and electric aviation, with significant projects already underway [4][5]. - The company leads the global energy storage market, covering 52 countries and regions, and has been the top supplier of energy storage systems for four consecutive years [7]. - CATL is also pioneering new zero-carbon power systems, focusing on technologies such as power electronics and virtual power plants [7]. Group 4: Future Growth Potential - The company is positioned to benefit from the rapid growth of the zero-carbon economy, with projections indicating substantial investments in electric transportation and energy storage by 2030 [9][10]. - CATL's revenue structure is expected to evolve, with a focus on zero-carbon transportation, zero-carbon electricity, and industrial new energy, reflecting the changing market dynamics [8][11]. - The company's long-term strategy includes significant R&D investments, with over CNY 70 billion spent in the past decade, resulting in a robust patent portfolio [10]. Group 5: Valuation Insights - Despite its strong market position, CATL's current valuation is considered low compared to other industry leaders, suggesting significant upside potential [11][15]. - The company is expected to achieve substantial revenue growth, with projections estimating revenues could reach CNY 1.8 trillion in five years [14][15]. - CATL's transition to a zero-carbon technology company is anticipated to reshape its valuation model, aligning it more closely with other leading firms in different sectors [13][15].
交通运输部:将加快建设一批(近)零碳枢纽、港口等
Core Viewpoint - The Ministry of Transport is focusing on the integration of clean energy into the transportation sector, aiming to reduce carbon emissions and enhance energy efficiency through various initiatives and infrastructure developments [1][2]. Group 1: Infrastructure Development - The Ministry plans to utilize land around highways, service areas, and monitoring centers for the development of clean energy projects, including the construction of near-zero carbon hubs and ports [1]. - There are over 890,000 kW of installed clean energy capacity in national transportation infrastructure, with 35,000 charging piles and approximately 51,000 charging parking spaces established [1]. - The electrification rate of national railways has reached 75.3%, and the proportion of new energy city buses has reached 77.6% [1]. Group 2: Policy and Strategic Goals - A guideline was issued in April 2023, aiming to establish a collaborative mechanism for the integration of transportation and energy by 2027, with a target for electricity to account for 10% of the transportation sector's final energy consumption [1][2]. - The Ministry emphasizes the importance of planning and policy coordination, expanding application scenarios, promoting new energy equipment, and increasing technological research and development [2]. Group 3: Emission Reduction Focus - The transportation sector is the third-largest source of carbon emissions in China, with road freight being the primary energy consumer and carbon emitter, relying heavily on fossil fuels [2]. - The transition to new energy vehicles is crucial, although replacing fuel vehicles entirely will take a significant amount of time [2][3]. - Future initiatives will include promoting clean energy projects in the electricity market and supporting the development of new energy heavy-duty trucks and clean energy vessels [3].
浪人早报 | 宁德时代曾毓群回应赴港上市、iOS19发布定档、马斯克承诺5年内仍担任特斯拉CEO…
Xin Lang Ke Ji· 2025-05-21 07:20
Group 1 - CATL's chairman and CEO, Zeng Yuqun, stated that the company's Hong Kong listing signifies a broader integration into the global capital market and a new starting point for promoting a global zero-carbon economy [2] - CATL has invested over 70 billion yuan in R&D over the past decade and holds more than 43,000 patents and patent applications, leading the industry in new patent filings for five consecutive years [2] - The company has established six major R&D centers globally to enhance its innovation and research capabilities [2] Group 2 - Xiaomi and Qualcomm celebrated their 15-year partnership and reached a new multi-year agreement, planning to collaborate on various edge devices including smartphones, automotive, AR/VR glasses, wearables, and tablets [3] Group 3 - Tesla's CEO Elon Musk confirmed he will remain in his position for at least five more years unless he dies, and he noted that there are no demand issues for Tesla sales, with Europe being the weakest market [4] Group 4 - Seres has become the top seller in China's high-end luxury car market, with its Aito brand surpassing traditional luxury brands like BMW, Mercedes-Benz, Land Rover, and Audi in sales since its collaboration with Huawei began in 2021 [6] Group 5 - Xiaomi's chairman Lei Jun announced that the Xiaomi玄戒O1, a self-developed 3nm flagship chip, has entered mass production, with two flagship products set to launch: the high-end Xiaomi 15s Pro smartphone and the ultra-high-end OLED Xiaomi Pad 7 Ultra [7] Group 6 - Apple is preparing to allow third-party developers to use its AI models to create software, aiming to stimulate new application development and enhance the attractiveness of its devices [7] Group 7 - The game "Fortnite" has announced its return to the App Store on iPhone and iPad in the U.S., marking its first re-entry since being removed from the iOS platform in 2020 [8]
宁德时代港股上市募资超46亿美元 战略转型剑指零碳电网技术
Huan Qiu Wang· 2025-05-21 06:01
Core Insights - CATL officially listed on the Hong Kong Stock Exchange on May 20, marking a strategic upgrade from a battery component manufacturer to a system solution provider, aiming to become a zero-carbon technology company [1][3] - The company has completed its zero-carbon technology layout, focusing on three core areas: global zero-carbon transportation, global zero-carbon electricity, and global industrial new energy transformation [3] Group 1: Zero-Carbon Technology Layout - The first focus area is global zero-carbon transportation, targeting a trillion-dollar market by promoting battery swapping and standardization to create a closed-loop ecosystem for the entire lifecycle [3] - The second area is global zero-carbon electricity, where CATL is developing zero-carbon grid technology to address issues like weak flexible control capabilities in power grids, with its energy storage system (ESS) projected to contribute 16% to revenue and achieve a gross margin of 26.8% by 2024 [3] - The third area involves promoting the new energy transformation of industrial systems, collaborating with companies like Kweichow Moutai to create a "zero-carbon ecosystem" [3] Group 2: Global Expansion and Financials - CATL raised HKD 35.7 billion (approximately USD 4.6 billion) in its Hong Kong IPO, the largest globally this year, with funds allocated for accelerating local expansion in Europe and establishing a joint venture with Stellantis in Spain [3] - The company is also in discussions with another European automaker to build a fourth factory and plans to export batteries to the U.S. during a 90-day low tariff window following the recent U.S.-China tariff reduction announcement [3] - As the world's largest electric vehicle battery manufacturer, CATL holds nearly 40% market share, serving major clients like Tesla and Ford, with its market valuation increasing from approximately USD 8.5 billion at its 2018 Shenzhen listing to around USD 166 billion currently [3]
工期短 能耗低 智慧公卫设施悄然兴起
Shen Zhen Shang Bao· 2025-05-21 05:52
近日,在深圳市体育中心,一批搭载智能系统的装配式"智慧公厕"正悄然改变大型赛事观众的如厕体验 ——以模块化结构实现"即装即用"、智能屏实时更新使用状态、"潮汐厕位"设计等,破解传统公厕建设 周期长、能耗高、高峰期拥堵等痛点,成为公共服务智慧化转型的鲜活注脚。 记者发现,近年来,从体育场馆到公园、绿道,从商业街区到交通枢纽,这类智慧移动公厕、母婴室、 淋浴间等小微公共卫生服务设施已悄然融入城市公共服务网络,编织着一张覆盖市政、卫生、文旅的智 慧网络,正悄然重塑公共服务新范式。 工厂预制现场组装,快速"拼"出星级公厕 在人们印象中,公厕改造一般少则数月,多则一两年。然而,此次深圳市体育中心的这组拥有253个如 厕模块、140个盥洗模块、169个小便模块以及17个多功能卫生间模块的公厕,通过工业化预制技术,在 工厂完成90%的预制生产,现场如"搭积木"一般快速完成组装调试,大大降低了对场馆运营的影响,堪 称新时代"深圳速度"。 据项目承建方相关负责人介绍,此次项目通过工业化预制技术,大大缩短了建设周期,与传统建造方式 相比,工期缩短了至少50%以上(包括前期在工厂的预制生产时间),大大降低了建设工程对场馆营运 的影 ...
王缉慈|迈向近零的产业集群需加强利益相关者合作行动
Xin Lang Cai Jing· 2025-05-21 05:43
解读世界经济论坛的系列报告 我的鄂尔多斯零碳产业园一文引起了行业内的关注,该文是偶读世界经济论坛(WEF)2025年白皮书 有感而发的。最近我追溯到WEF在第26届联合国气候变化大会(COP26)期间发布的产业集群转型倡 议。该倡议旨在推动产业集群向净零转型。从WEF的集群地图可知,迄今世界上已有33个产业集群签 署了该倡议,鄂尔多斯零碳产业园是其中之一。 我大致看了WEF自2021年以来关于产业集群的系列报告,并选读了案例。读到比利时安特卫普-布鲁日 港和英国东海岸这两个产业集群(后者包括亨伯ZeroCarbon Humber和蒂赛德净零集群Net Zero Teesside),我发现报告中的产业集群(industrial cluster)范畴包括大规模重化工业集聚(industrial agglomeration)。钢铁、石化、水泥、化工等能源密集和资源依赖型产业是全球主要碳排放源,大部分 净零排放项目的主要目标是使这些难以减碳的行业进行脱碳。我联想到了美国区域科学家艾萨德1959年 所研究的波多黎各石化产业综合体(industrial complex),以及日本茨城县鹿岛1960年开始的综合开发 规划。 ...
倒计时启动!一场改变能源未来的展会
Jiang Nan Shi Bao· 2025-05-21 03:25
随着全球能源需求的持续攀升,可再生能源的探索与应用已成为世界各国竞逐的战略高地。在多元能源 解决方案的探索中,生物质能以其独特的"零碳"属性与循环利用特性,正逐步在能源体系中崭露战略价 值,其潜在的增长空间备受瞩目。然而,行业发展仍面临现实挑战:2025年数据显示,生物质能转化成 本较传统能源高出15%-20%,且原料供应受季节、地域限制导致稳定性不足,制约规模化应用进程。 与此同时,新技术的迭代突破、新产品的场景落地,正为全球生物质能领域注入绿色发展新动能。尽管 痛点犹存,但行业正通过技术创新、供应链优化及政策协同,加速破解成本与供应瓶颈,推动生物质能 从"潜力赛道"迈向"主流能源阵营"。 从生物燃料的创新研发技术跃升,一系列创新实践重塑了区域能源结构,更以绿色低碳路径推动着环境 保护与可持续发展的深度融合。东南亚与中亚正成为生物质能开发的新兴增长极:东南亚加速布局生物 质热电联产项目,政策端通过可再生能源配额制(RPS)与碳交易机制双重驱动产业扩张;哈萨克斯坦、 乌兹别克斯坦等国借助"一带一路"合作框架,引入中国高效生物质锅炉技术,推动区域供热系统低碳化 改造,市场潜力逐步释放。 羊城聚千商万企,共筑精准 ...