格隆汇11月17日丨北元集团(601568.SH)在投资者互动平台表示,公司暂时没有固态电池、钠离子电池等 新型电解液领域布局计划。目前，公司正有序推进二氧化碳加氢制航空煤油技术研发、质子膜电解水制 氢项目试生产等相关工作。 ...

每经编辑｜吴永久 11月17日，上证指数继续回调，市场热点散乱，水产品、军工、锂电板块涨幅居前。沪深两市成交额19108亿元，较上周五缩量473亿元。 容百科技涨停，原因是，公司与宁德时代签署《合作协议》，宁德时代将容百科技作为其钠电正极粉料第一供应商。根据协议约定，宁德时代承诺向公 司每年采购不低于其总采购量的60%。协议同时约定了采购量激励条款：若当年采购量达到50万吨及以上，容百科技将通过降本给予对方更优惠的价格。 市场前景方面，宁德时代预计，钠电未来有希望替代接近50%磷酸铁锂市场份额。 在每日经济新闻App举办的掘金大赛中，第78期比赛从11月17日开始，多位选手跑步入场。报名时间为11月15日至11月28日，比赛时间为11月17日至11月 28日。大赛为模拟炒股，模拟资金50万元。每期比赛结束，正收益就获现金奖励！报名就拿福利！冲刺月度积分王大奖！ 每期比赛的税前现金奖励为：第1名奖励688元，第2~4名奖励188元/人，第5~10名奖励88元/人，其余正收益选手均分500元正收益奖。月度积分王的税前 现金奖励为：第1名奖励888元，第2~4名奖励288元/人，第5~10名奖励188元/人，第11 ...

Core Viewpoint - The article highlights the strategic partnership between Rongbai Technology and CATL, focusing on the supply of sodium-ion battery cathode materials and the long-term collaboration aimed at enhancing both companies' competitive advantages in the market [1][4]. Group 1: Partnership Details - Rongbai Technology has signed a cooperation agreement with CATL, which will ensure that CATL purchases no less than 60% of its total sodium-ion cathode powder from Rongbai, contingent on meeting quality, cost, and delivery requirements [4]. - If the annual procurement volume reaches or exceeds 500,000 tons, Rongbai Technology will provide further cost reductions and more favorable pricing [4]. - The agreement is effective from the date of signing until December 31, 2029, with automatic renewal clauses included [4]. Group 2: Strategic Collaboration - The partnership represents a deep integration of both companies' capabilities and resources, focusing on strategic goals, long-term product supply, and new product development [4]. - As the primary supplier, Rongbai Technology will align closely with CATL's strategic objectives and product planning, detailing execution paths in capacity building, product iteration, and supply chain optimization [4]. - The collaboration aims to enhance CATL's responsiveness, product quality, and cost control, thereby maintaining its industry leadership while expanding the application of sodium-ion batteries in various markets, including power, energy storage, and digital devices [4].

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：公司的钠离子电池前驱体是否供应宁德时代？ 格林美（002340.SZ）11月17日在投资者互动平台表示，产能方面，格林美钠电前驱体已实现量产，超 高压实型层氧钠电正极实现吨级出货；钠电材料万吨级产线建成，进入钠电材料第一方阵，为国内钠电 的大规模商用化已做足产能准备。 ...

来源：新浪证券-红岸工作室 11月17日，华宝新能跌2.48%，成交额1.49亿元，换手率3.20%，总市值106.16亿元。 异动分析 资金分析 今日主力净流入-1825.00万，占比0.12%，行业排名77/106，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-9.48亿，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-1825.00万-96.09万135.02万1776.56万-557.16万 主力持仓 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 1、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电 ...

11月17日，宁波容百新能源科技股份有限公司(以下简称"容百科技")以33元/股开盘后快速冲高，不久后 便以35.4元/股封住20CM涨停。截至午间收盘，容百科技报35.4元/股，其成交额已达27.7亿元创2022年8 月17日以来新高。 容百科技在钠电领域持续投入，其钠电正极材料在性能指标、工艺稳定性及成本控制等方面表现突出， 已在国内外头部战略电池厂商中取得领先位置。公告显示，双方未来还将积极开展钠电全方位产品技术 合作。 本次签署的是合作协议，实际执行仍需以未来具体购销合同或书面文件为准。如协议获得充分履行，预 计将对公司未来经营业绩产生积极影响。与此同时，公司也提示协议履行仍可能受到宏观经济波动、政 策调整、需求变化及产能节奏等因素影响，存在无法如期或全部履行的风险。 根据协议，宁德时代将容百科技作为其钠电正极粉料的第一供应商，并在容百科技满足技术、质量、成 本、交付及服务要求的前提下，每年采购量占其总采购量的比例不低于60%。在年度采购量达到50万吨 及以上时，容百科技将通过降本向对方提供更优惠的价格。 公告显示，此次合作标志着国际头部客户对容百科技相关产品开发技术实力和市场地位的认可。双方将 建立 ...

Core Viewpoint - Ningbo Rongbai New Energy Technology Co., Ltd. has signed a cooperation agreement with CATL, establishing Rongbai as the primary supplier of sodium battery cathode materials, which signifies recognition of the company's technological strength and market position in the sodium battery sector [2][10]. Group 1: Agreement Overview - The agreement marks CATL's commitment to purchase no less than 60% of its total procurement from Rongbai, contingent on meeting quality, cost, and delivery requirements [2][8]. - The agreement is effective from the date of signing until December 31, 2029, with an automatic renewal clause if no objections are raised three months prior to expiration [9]. - The collaboration aims to enhance both parties' market competitiveness in the fields of power, energy storage, and digital applications [6][7]. Group 2: Company and Client Background - CATL, established in December 2011 and listed on the Shenzhen Stock Exchange in June 2018, is a leading global company in the new energy sector, focusing on the development, production, and sales of lithium-ion and sodium-ion batteries [4][5]. - The agreement does not constitute a related party transaction and does not require board or shareholder approval [3][5]. Group 3: Impact on Company Performance - The partnership is expected to positively influence the company's future operating performance, as it aligns with the strategic goal of becoming a comprehensive solution provider for sodium battery materials [10][11]. - The collaboration is anticipated to facilitate the large-scale application of sodium battery technology, with CATL's sodium-ion battery already certified under the new national standard [10][11].

继 嘉元科技 近400亿采购之后， 宁德时代 又"绑定"一家上游材料商。 点击阅读 ： 涉固态电池！宁德时代， 660 亿采购大单 【DT新材料】 获悉， 11月16日， 容百科技 发布公告称，公司成为 宁德时代 钠离子电池正极粉料第一供应商，并于其签约 《合作协议》，有效期至2029年12月 31日，双方将在电池和材料领域的市场、战略、商务、技术、产品开发、供应链等方面开展全面的深度合作，具体包括： （1） 宁德时代与容百科技将建立 高层互访机制 ，就未来业务发展目标和业务规划进行探讨与分享，促进双方业务合作的开展。 （2） 容百科技作为宁德时代的钠离子电池正极粉料第一供应商，将根据宁德时代的目标和规划，全方位制定匹配性的开发计划和生产经营计划。容百科技 将从产 能、产品开发、供应链开发等方面，制定更为具体的计划，使宁德时代在响应速度、产品质量和成本方面具备行业竞争力 ，助力双方在动力、储能及数码等终端市 场取得更大的市场份额。 （3） 在产品长期供应合作方面，容百科技的钠离子电池正极材料技术、质量、成本、交付及服务，需要满足宁德时代的相关要求，而宁德时代承诺每年从容百科 技的采购量， 不低于其总采购量的6 ...

Core Viewpoint - CATL has established a strategic partnership with Rongbai Technology, becoming the primary supplier of sodium-ion battery cathode materials, which is expected to drive the large-scale application of sodium-ion batteries in the market [2][6]. Group 1: Partnership Details - Rongbai Technology will supply no less than 60% of its total procurement volume to CATL annually as part of the agreement [6][8]. - The partnership aims to enhance collaboration in market strategy, technology, product development, and supply chain management [8]. - If CATL's annual procurement reaches 500,000 tons or more, Rongbai Technology will offer more favorable pricing through cost reductions [8]. Group 2: Market Potential and Product Development - CATL predicts that sodium-ion batteries could meet over 40% of the domestic passenger vehicle market demand, indicating significant market potential [2][15]. - The sodium-ion battery, branded as "Sodium New," has been recognized as the first to pass the new national standard certification [2][15]. - The sodium-ion battery features an energy density of 175Wh/kg and a range of over 500 kilometers, addressing low-temperature performance and safety concerns [17]. Group 3: Financial Performance - Rongbai Technology reported a revenue of 8.99 billion yuan for the first three quarters of 2025, a year-on-year decrease of 20.64%, with a net profit attributable to shareholders of -204 million yuan, down 274.96% [9][12]. - The partnership is expected to positively impact Rongbai Technology's future operating performance if the agreement is fully executed [9].

Core Viewpoint - CATL is strengthening its supply chain by partnering with upstream material suppliers, specifically with Rongbai Technology, to promote the large-scale application of sodium-ion batteries [1][3]. Group 1: Partnership Details - Rongbai Technology has become the primary supplier of cathode materials for CATL's sodium-ion batteries, with a commitment from CATL to purchase no less than 60% of its total procurement from Rongbai annually [1][3]. - A cooperation agreement has been signed between CATL and Rongbai Technology, effective until December 31, 2029, to enhance collaboration in various areas including market strategy, technology, and supply chain [3][4]. - The agreement includes provisions for Rongbai Technology to prioritize capacity and raw material supply to meet CATL's demands [4]. Group 2: Market Potential and Product Development - CATL predicts that sodium-ion batteries could cover over 40% of the domestic passenger vehicle market, indicating significant market potential [1]. - The sodium-ion battery brand "Sodium New" was launched by CATL, which is the first to pass the new national standard certification [1][7]. - The sodium-ion batteries introduced by CATL have advantages in low-temperature performance, carbon footprint, and safety, with an energy density of 175Wh/kg and a range exceeding 500 kilometers [9]. Group 3: Financial Impact - Rongbai Technology anticipates that the cooperation agreement will positively impact its future operating performance, despite a reported revenue decline of 20.64% year-on-year for the first three quarters of 2025 [5].