曾毓群表示，推动新能源产业迈入"全域增量时代"，需聚焦四大维度：技术突破，以打开性能与品质上限；场景拓展，从"电动汽车"到"电动社 会"；模式创新，释放能源服务新价值；零碳生态，构建产业第二增长曲线。曾毓群直言，从高速度到高质量，从局部突破到全域增量，产业将迎 来一个更广阔、更系统的增长时代。 （原标题：从"制造电池"到"经营能源"，动力电池巨头布局第二增长曲线） 21世纪经济报道记者费心懿 宜宾报道 我国的动力电池产业规模已经连续8年稳居世界第一。今年前三季度，中国动力电池的销量达到了786GWh，出口量超过了129GWh，同比增长分 别为48.9%和32.75%。 11月12日至13日，2025世界动力电池大会在被誉为"中国动力电池之都"的四川宜宾召开。大会上，工业和信息化部装备工业发展中心主任瞿国春 发布了《动力电池产业发展指数（2025）》。该指数自2022年起已连续发布4年，全面反映产业动态变化和年度进展，为政策制定、产业发展提供 数据支撑，同时在行业内树立"风向标"，引领全球产业发展格局。 该指数显示，从全球指数来看，中国、日本等亚洲国家具有明显优势，中国领先优势明显，产业规模大幅度领先，新能源汽 ...

Market Overview - The Shanghai Composite Index reached a new high, closing at 4029.50 points with a gain of 0.73%, while nearly 4000 stocks rose [1] - The trading volume in the Shanghai and Shenzhen markets reached 20,420 billion yuan, an increase of 969 billion yuan compared to Wednesday [1] - Sectors such as lithium battery supply chain, silver, and cobalt saw significant gains [1] Competition Insights - The 77th session of the "Digging Gold" competition started on November 3, with registration from November 1 to November 14, and the next session will begin on November 15 [1][3] - Participants can win cash rewards based on their performance, with the first prize being 688 yuan and additional rewards for subsequent ranks [3] Sector Opportunities - Experts suggest looking for opportunities in low-position sectors such as sodium-ion battery storage and vanadium flow battery storage [5] - Sulfuric acid prices have surged to 773 yuan per ton, marking a 111% increase from January 21, 2023, and a 740% increase from May 26, 2023, driven by demand from the new energy sector and supply constraints [5] Trading Support - Participants in the competition can access a free trial of the "Fire Line Quick Review" for six trading days, which provides insights into market trends and investment logic [8] - The competition also offers additional benefits for top performers, including extended access to the review service [8]

银龙股份公告，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 投资设立的产业基金已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》。该基金主要投 资于新能源产业、储能领域相关项目。 ...

Company Overview - Jinbo Carbon Co., Ltd. is located in Yiyang, Hunan Province, established on June 6, 2005, and listed on May 18, 2020. The company specializes in the research, production, and sales of advanced carbon-based composite materials and products [1]. Business Segmentation - The main revenue composition of Jinbo Carbon is as follows: 48.39% from lithium battery products, 26.09% from photovoltaic and semiconductor products, 24.88% from transportation products, and 0.65% from other supplementary products [1]. Stock Performance - On November 13, Jinbo Carbon's stock rose by 5.32%, reaching a price of 32.65 CNY per share, with a trading volume of 140 million CNY and a turnover rate of 2.17%. The total market capitalization is 6.777 billion CNY [1]. Shareholder Information - Among the top ten circulating shareholders of Jinbo Carbon, a fund under Invesco Great Wall, specifically the Invesco Great Wall New Energy Industry Stock A (011328), reduced its holdings by 3,308 shares in the third quarter, holding a total of 4.1106 million shares, which accounts for 2.01% of the circulating shares. The estimated floating profit from this position is approximately 6.7826 million CNY [2]. Fund Performance - The Invesco Great Wall New Energy Industry Stock A fund was established on February 22, 2021, with a current scale of 2.468 billion CNY. Year-to-date returns are 31.66%, ranking 1,595 out of 4,216 in its category; the one-year return is 23.58%, ranking 1,556 out of 3,951; and since inception, the return is 43.39% [2]. Fund Management - The fund is managed by Yang Ruiwen and Zeng Yingjie. Yang has a tenure of 11 years and 23 days, with a total fund asset size of 25.951 billion CNY, achieving a best return of 318.5% and a worst return of 3.77% during his tenure. Zeng has a tenure of 2 years and 132 days, managing assets of 6.646 billion CNY, with a best return of 27.04% and a worst return of 26.74% [3].

兴业期货表示，黄金方面，美国亚特兰大联储主席博斯蒂克突然宣布将于明年2预定底退休，其降息主 张偏中性。美联储换届在即，白宫施加影响的概率正在上升。黄金金融属性与货币属性强化的中长期逻 辑未变，维持黄金多头思路。策略上，沪金02合约前多继续持有，新单仍可逢回调加仓。白银方面，中 美两国将白银列入战略金属，储备需求增加。国内上海黄金交易所和上期所白银库存降至历史低位。白 银商品属性得到强化。此外，美联储与白宫关于降息的博弈继续，白银金融、货币属性强化的中长期逻 辑也未发生变化。维持白银多头思路不变。 分析指出，矿业板块的持续走强主要受益于两大核心因素。供给端，全球主要有色金属品种面临矿山品 位下降、资本开支不足等长期约束，而地缘政治因素进一步加剧了供应不确定性。需求端，新能源产业 快速发展带动锂、钴等战略金属需求增长，同时制造业复苏推动小金属需求回升。政策面上，国家对战 略性矿产资源的重视程度不断提升，为行业发展创造了有利环境。 11月13日，有色矿业板块盘初放量冲高。截至9时39分，表征板块的矿业ETF(159690)放量涨2.17%，今 年以来累计涨85.01%；成分股兴业银锡、白银有色领涨。 矿业ETF(1 ...

Core Points - On November 13, 2025, Shengtun Mining (SH600711) hit the daily limit with a price of 12.21 yuan, marking a 10% increase and a total market capitalization of 37.736 billion yuan [1] Group 1: Management Changes - The company appointed new executives on November 12, 2025, including Wu Yicong as the Executive Vice President and Long Shuang as the General Manager, which may bring new management ideas and development strategies, enhancing market expectations for the company's future [2] Group 2: Industry Focus - Shengtun Mining is focused on the development and utilization of energy metal resources, particularly copper, nickel, and cobalt, and engages in metal trading and processing, converting ores into products suitable for battery manufacturing [2] Group 3: Dividend Announcement - On November 10, 2025, the company announced a dividend plan of 0.50 yuan per 10 shares for Q3 2025, indicating strong profitability and a commitment to shareholder returns, which attracted investor attention [2] Group 4: Market Trends - The energy metals market is currently experiencing high demand due to the ongoing development of the new energy industry, which is expected to benefit Shengtun Mining [2] Group 5: Technical Analysis - Technical indicators such as capital inflow and MACD signals may also contribute to the stock price increase, although specific technical analysis requires further market data [2]

Core Insights - Sulfuric acid prices have surged significantly, currently at 773 RMB/ton, marking a 111% increase from 366 RMB/ton on January 21, 2023, a 405% increase from 153 RMB/ton on January 31, 2024, and a 740% increase from 92 RMB/ton on May 26, 2023, reaching a ten-year high [1] Industry Analysis - The price increase of sulfuric acid is attributed to multiple factors, primarily driven by cost and supply-demand imbalance [1] - The demand for sulfuric acid has surged due to the growth in the new energy sector, particularly in lithium iron phosphate batteries and semiconductors [1] - Traditional sulfur supply, which is a byproduct of petrochemicals, is constrained due to "dual carbon" targets, exacerbating the supply-demand mismatch [1] Company Implications - Relevant A-share concept stocks include Huayltai and Hengguang Co., which may benefit from the rising sulfuric acid prices [1]

Core Insights - The 2025 World Power Battery Conference in Yibin, Sichuan, resulted in the signing of 180 projects with a total investment of 86.13 billion yuan, focusing on key areas in green energy such as power batteries, new energy storage, photovoltaics, and smart connected new energy vehicles [1][2] Group 1: Project Characteristics - The conference showcased strong industrial clustering effects and development momentum in Yibin, establishing a solid foundation for a world-class power battery industry cluster [1] - Over 50 leading enterprises, including listed companies and high-tech firms, have settled in Yibin, with 26 major projects exceeding 1 billion yuan, accounting for nearly 50% of the total signed amount [1] - The signed projects cover the entire industrial chain from raw materials to battery cells and core components, with significant breakthroughs in advanced technologies [1] Group 2: Economic Impact - Once fully operational, the projects are expected to generate an annual output value exceeding 90 billion yuan, contribute over 5 billion yuan in tax revenue, and create nearly 30,000 new jobs [2] - The conference has become an important platform for promoting international exchanges and collaborative development in the global power battery and new energy vehicle industries, having announced over 600 new technologies and products in the past three years [2]

本报讯 （记者冯思婕）11月11日晚间，上交所官网显示，上交所上市审核委员会定于11月18日召开2025年第55次上市审核 委员会审议会议，审核浙江振石新材料股份有限公司（以下简称"振石股份"）首发事项。 （编辑 何帆） 依托强大的产品竞争力，振石股份构建了覆盖全球的高端客户网络。国内客户涵盖明阳智能、远景能源、中材科技、三一 重能等行业龙头，国际市场则深度合作维斯塔斯、西门子歌美飒、德国恩德等全球前十大风电机组生产企业，实现了全球主流 风电设备制造商的全面覆盖。由于复合材料行业客户认证周期长、技术要求高，公司与核心客户建立了长期稳定的战略合作关 系，形成了难以复制的市场壁垒，为业务持续增长奠定了坚实基础。 此外，振石股份在全球范围内拥有多个风电纤维织物及复合材料的生产基地，产品远销全球30多个国家和地区，形成了覆 盖全球主要清洁能源市场的供应网络。这种全产业链布局不仅保障了公司对市场需求的快速响应能力，更通过规模效应与协同 效应降低了生产成本，提升了产品市场竞争力。 在"双碳"目标引领下，振石股份精准把握新能源产业发展机遇，聚焦"新能源发电、新能源汽车复材、新能源汽车配套、 新材料应用"的"四新"市场，持续 ...

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" ，让每一个创新火种都能借助"融资租赁"的力量 ...