《每日经济新闻》记者在宁德时代港股上市现场看到，宁德时代董事长、CEO曾毓群和副董事长周佳共同敲锣。 曾毓群在发言时表示，全球零碳交通是一个万亿元级的市场，正在爆发。当前全球交通体系正在重构，新能源汽车以及换电生态正进入爆发阶段，低空经 济、电动船舶等领域方兴未艾。而零碳电力体系迎来了前所未有的机遇，也面临巨大挑战。众所周知，今年4月发生的西班牙大停电暴露了当前电网柔性调 控能力较弱、储能配备不足，尤其是缺乏构网型支撑等普遍问题。"我们正在全力以赴地研究零碳电网技术，包括电力电子柔性调控虚拟电厂的技术，要打 造出新型的零碳电力系统，让零碳科技惠及千家万户。" 曾毓群提到，全球产业新能源化是零碳经济的最大增量，今年宁德时代所有的电池工厂将实现碳中和，同时宁德时代也对外输出了技术和解决方案，推动钢 铁、水泥、化工等传统产业的新能源化。 每经记者｜黄婉银 每经编辑｜陈俊杰 5月20日，全球领先的动力电池和储能电池企业宁德时代正式在香港联交所主板挂牌上市。此次宁德时代港股IPO（首次公开募股）的发行价格为每股263.00 港元，共发行1.356亿股，每手100股。截至发稿，宁德时代股价涨幅为14.60%，报301.6 ...

【文/观察者网 潘昱辰 编辑/高莘】5月20日，宁德时代在香港联合交易所主板挂牌上市（股票代码为03750.HK）。截至20日中午，宁德时代股价大涨 14.07%，报300港元。 | 宇德时代 | | 3750.HKHK | | | | | --- | --- | --- | --- | --- | --- | | 300.000 市值 300.000 2 ਵਿੰ 291.000 | | | 流通 | 1.4万亿 405亿 | 量比 换 | | 37.000 14.07% 开 296.000 PE " | | | | 23.10 | 额 | | A股 300750.SZ 260.38 0.15% | | | | 溢价率(A/H) -5.8 | | | 分时 围K | 日K | | 目K | 五日 | 臣之 | | 均价:293.571 最新:300.000 37.000 14.068% | | | | | | | 800.000 | | | | 14.07% 卖1 | 300 | | | | | | | 299 星1 | | | | | | | 明显 | | | | | | | 11:02 299 | | | ...

Core Viewpoint - CATL's recent IPO in Hong Kong marks a significant milestone, raising funds for international expansion amid increasing competition and market share pressures in the battery industry [1][2][3] Group 1: IPO Details - CATL officially listed on the Hong Kong Stock Exchange on May 20, with an opening increase of 12.55%, reaching HKD 296, compared to the issue price of HKD 263 [1] - The total market capitalization of CATL reached HKD 1.34 trillion, making it one of the largest IPOs in Hong Kong in recent years and potentially the largest globally for the year [1] - The IPO involved a global offering of 118 million shares, with a unique pricing strategy that set a price ceiling without discounting [1][4] Group 2: Investor Participation - The IPO attracted 23 cornerstone investors, including major entities like Sinopec and the Kuwait Investment Authority, with investments ranging from USD 30 million to USD 500 million [5] - The cornerstone investors collectively hold 57.13% of the shares offered in the IPO, indicating strong institutional interest [5] Group 3: Market Challenges - CATL faces increasing competition in the battery market, with its domestic market share declining from a peak of 52.1% in 2021 to 44.5% in 2023 [6][7] - The company's revenue growth has also slowed, with projections showing a decline in growth rates from 159% in 2021 to -9.7% in 2024 [7] - Automakers are diversifying their supply chains, reducing reliance on CATL, as seen with companies like BYD and Tesla seeking alternative suppliers [7][8] Group 4: Strategic Initiatives - CATL is exploring new growth avenues, including sodium-ion batteries and battery swapping models, to adapt to market changes [10][11] - The company aims to establish a network of battery swapping stations, with a target of 1,000 stations by 2025 and up to 40,000 in the long term [11] - The funds raised from the IPO will primarily support the construction of production facilities in Hungary, enhancing CATL's local supply capabilities in Europe [13][14] Group 5: Global Expansion and Localization - CATL's international strategy focuses on localizing operations to mitigate policy barriers and leverage local resources [14] - The company anticipates challenges in navigating EU regulations and geopolitical factors that may impact its overseas projects [12][14] - The success of CATL's international expansion, particularly in Hungary, will be crucial for maintaining its competitive edge in the global market [14]

文 | 中关村储能产业技术联盟 山东时代新基地采用" 灯塔+零碳工厂 "标准建造，配备当前全球领先的数字化、智能化产线。新基地共分三期建设，此次投产的一期项目总规 模为60GWh，占地800余亩，总建筑面积52万平方米，涵盖从厂房到生活配套全方位智能化生产空间；项目二、三期将于今明两年陆续投产， 有望形成全球领先的千亿级新能源电池产业集群。 活动当日，宁德时代与多方签订系列合作框架协议：与济宁市共建零碳城市，并与山东省交通厅在交通领域共推换电模式。此外，山东时代与济 宁市签订新能源配套产业园共建协议，宁德时代电船科技有限公司与济宁港航发展有限公司，签订京杭运河绿色智能化示范航线合作协议。 未来，宁德时代还将与山东深入探讨打造新能源汽车换电网络、环渤海低空经济、内河及沿海航运电动化等省级示范区，加快推动东营零碳产业 园建设等合作，在山东打造更多零碳场景的标杆应用。 相关阅读 近日，山东时代新能源科技有限公司（下文简称"山东时代"）储能及动力电池生产基地在济宁市兖州区正式投产， 这是宁德时代在北方布局的 首个基地，也是目前在北方产能规划最大的基地。 当日宁德时代与多方签订系列合作框架协议，包 含 零碳城市、产业新 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 近日，山东时代新能源科技有限公司（下文简称"山东时代"）储能及动力电池生产基地 在济宁市兖州区正式投产， 这是宁德时代在北方布局的首个基地，也是目前在北方产 能规划最大的基地 。 山东省、济宁市有关负责人，宁德时代董事长兼CEO曾毓群及相 关负责人一同出席，并见证含 零碳城市、产业新能源化、换电规模化、船舶电动化 等 多个领域在内的合作协议签署。 未来，宁德时代还将与山东深入探讨打造新能源汽车换电网络、环渤海低空经济、内河 及沿海航运电动化等省级示范区，加快推动东营零碳产业园建设等合作，在山东打造更 多零碳场景的标杆应用。 本文来源：宁德时代 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 山东时代新基地采用"灯塔+零碳工厂"标准建造，配备当前全球领先的数字化、智能化 产线。新基地共分三期建设，此次投产的一期项目总规模为60GWh，占地800余亩，总 建筑面积52万平方米，涵盖从厂房到生活配套全方位智能化生产空间；项目二、三期将 于今 ...

Group 1: 5G and 6G Development - The Ministry of Industry and Information Technology emphasizes accelerating the research and development of 5G-A and 6G technologies, as well as fostering industrial growth and application development to empower the modern industrial system [2] Group 2: U.S. Treasury Securities - In March, China reduced its holdings of U.S. Treasury securities by $18.9 billion, bringing its total to $765.4 billion, marking the first reduction of the year and causing China to drop from the second to the third largest holder of U.S. debt [3] Group 3: Housing Market in Guangzhou - Starting May 17, banks in Guangzhou raised the first mortgage rate by 10 basis points, adjusting from LPR-60bp to LPR-50bp, resulting in a new rate of 3.1% for first-time homebuyers [4] Group 4: Regulatory Actions - The China Securities Regulatory Commission imposed a fine of 294 million yuan on He Mou Ru for market manipulation, with total penalties for similar cases this year exceeding 750 million yuan [4] Group 5: Corporate Governance - Li Chuyuan, the former chairman of Guangzhou Pharmaceutical Group, was expelled from the party and public office due to serious violations of discipline and law, with his case being transferred to the prosecution [5] Group 6: Corporate Developments - Xiaomi announced that its self-developed "Xuanjie O1" chip will be used in products beyond smartphones, indicating a broader product strategy and technological ambition [9] - CATL's new battery production base in Shandong officially commenced operations, marking the company's first major facility in Northern China and the largest capacity planning in the region [10] Group 7: Fund Management Changes - Fund manager Bao Wuke from Invesco Great Wall Fund resigned for personal reasons, raising concerns about the management and performance of the funds he oversaw [12] Group 8: Technology Innovations - OpenAI released Codex, a cloud-based software engineering intelligent agent designed to assist developers in coding tasks, which is expected to enhance software development efficiency [14]

Core Insights - The Meixi Lake D District Energy Station has officially entered the equipment installation phase, marking a significant step in the development of the "near-zero carbon demonstration area" [1] - The project is expected to achieve initial energy supply conditions by the end of 2025, utilizing advanced technologies such as thermal source towers and water storage cooling [1][3] - The energy station will cover an area of approximately 2 million square meters, benefiting thousands of residents and enhancing the living experience with efficient heating and cooling solutions [3] Project Details - The D District Energy Station is located at the intersection of Xuesong Road and Songbai Road in the northeast corner of Meixi Lake Phase II, providing stable energy support for the area [3] - The energy station aims to maintain indoor temperatures around 24°C, with energy costs reduced by 37% compared to traditional air conditioning systems [3] - The external pipeline system for the energy station is being rapidly constructed, with plans to connect to various residential projects in the Meixi Lake Phase II area [3] Future Developments - The Meixi Lake International New City plans to establish five energy stations, with a total energy supply area of 7 million square meters [5] - In addition to the operational BC station and the under-construction D station, the F District Energy Station is scheduled to begin construction in the second half of 2025, while E and G stations are in the planning stages [5] - The ongoing development of the energy network aims to position Meixi Lake International New City as a leading green low-carbon demonstration area, contributing significantly to Changsha's dual carbon goals [5]

ESG Policies - The first national standard for zero-carbon industrial parks is expected to be reviewed and approved this year, with guidelines covering park classification, general principles, system construction, and classification construction [1] ESG Releases - The International Energy Agency's report predicts that global electric vehicle sales will exceed 20 million by 2025, with China leading the market, accounting for nearly 50% of domestic new car sales in 2024 [2] ESG Actions - Hunan Province has released a biodiversity protection strategy and action plan for 2025-2030, outlining priorities and actions across various sectors to enhance biodiversity protection [3] - Haikou City has introduced a blue carbon economy development action plan for 2025-2035, aiming to establish a blue carbon economy system by 2035 and enhance the ecological level of marine industries [4] Innovative Financial Solutions - A new initiative in Wuhan allows individuals to use their carbon reduction credits to offset mortgage interest, promoting low-carbon living and encouraging public participation in energy conservation [5][6]

Group 1 - The 17th Shenzhen International Battery Technology Exchange Conference (CIBF2025) opened with over 3,200 global companies participating, covering an exhibition area of nearly 300,000 square meters, and is expected to attract over 400,000 professional visitors during the three-day event [1] - The conference focuses on trends such as solid-state batteries, fast charging, green manufacturing, and international standards, emphasizing the competition in the battery industry based on digital intelligence and closed-loop ecosystems [1][3] - Companies like CATL, BYD, and others showcased innovations in energy storage, cell manufacturing, and recycling, with a particular emphasis on high-nickel cathodes and molecular-level material innovations [1] Group 2 - Solid-state batteries emerged as a hot topic, with a report from CITIC Securities predicting global solid-state battery shipments to reach 642.6 GWh by 2030, with a compound annual growth rate exceeding 130% [2] - Hive Energy's CEO highlighted that solid-state batteries and ultra-fast charging are the future directions of battery technology, with the stacking process being the optimal path for mass production [2] - Hive Energy plans to introduce "end fast charging" technology in its mass-produced fast-charging batteries this year, optimizing charging time significantly compared to industry standards [2] Group 3 - The conference also featured over 200 thematic speeches and high-end forums, with reports such as the "Lithium-Ion Battery Industry Blue Book 2024" being released, focusing on emerging topics like energy storage and AI applications [3] - The chairman of the CIBF organizing committee stated that the transition from scale expansion to quality improvement is a critical turning point for China's new energy sector [3] - In the first quarter of 2025, China's newly installed renewable energy capacity reached 76.75 million kilowatts, a year-on-year increase of 21%, indicating the battery industry's role in supporting structural changes [3]