| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价（日，元/吨） | 172,020.00 | -4020.00↓ 前20名净持仓（日，手） | -129,918.00 | +2610.00↑ | | 期货市场 | 主力合约持仓量（日，手） | 378,336.00 | -3216.00↓ 近远月合约价差（日，元/吨） | -2,060.00 | +1960.00↑ | | | 广期所仓单（日，手/吨） | 38,196.00 | -265.00↓ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | 172,500.00 | +500.00↑ 工业级碳酸锂平均价（日，万元/吨） | 169,000.00 | +500.00↑ | | | Li₂CO₃主力合约基差（日，元/吨） | 480.00 | +4520.00↑ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平均价（日，美元/吨） | 2,155.00 | 0.00 磷锂铝石平均价（日，元/吨） | ...

| 800+ 200+ 30+ | | 50,000m' | | --- | --- | --- | | 亚亚参展 | 科研院所 | 主题论坛 展览面积 | | 2026.06.10 -> 06.12 | | 上海新国际博览中心 ( N1-N5 ) 馆 | 【DT新材料】 获悉 ，3月1日，多家车企发布2月交付数据。 | | | 2月新能源汽车销量情况不完全统计 | | | --- | --- | --- | --- | | | 变不/告陆 | 2月销量 (辆) | | | 比亚迪 | | 190190 | | | 零跑 | | 28067 | | | 理想 | | 26421 | | | 极気 | | 23867 | | | 蔚来 | | 20797 | | | 小米 | | 20000+ | | | 小鹏 | | 15256 | | | 岚图 | | 8358 | | | 极石 | | 1298 | | | | | 数据来源:各企业公开发布 | | | | | | 制美· 陈丽 | 比亚迪 ，实现新能源汽车销量190190辆，其中乘用车187782辆，纯电车型销量达79539辆，插电式混合动力乘用车销量1 ...

Core Insights - The significant increase in electric vehicle (EV) usage and charging during the recent Spring Festival highlights advancements in China's EV technology and charging infrastructure [1][2][3] Group 1: Electric Vehicle Usage and Charging Data - During the Spring Festival from February 15 to February 23, there were 6.021 million charging instances, with a total charging volume of 14,976.75 million kilowatt-hours, averaging 1,664.08 million kilowatt-hours per day, representing a 52.01% increase compared to the previous year [1] - The number of electric vehicle charging guns at highway service areas reached 71,500, covering over 98% of service areas, with approximately 10,000 high-power charging facilities [2] Group 2: Technological Advancements - The range of mainstream pure electric models in China typically falls between 400 to 700 kilometers, with some high-end models exceeding 800 kilometers [2] - The introduction of 800V high-voltage platforms and the establishment of ultra-fast charging networks have enabled charging capabilities of 80% in just 15 minutes, significantly alleviating range anxiety for EV owners [2] Group 3: Infrastructure and Service Improvements - The Ministry of Transport and the National Energy Administration have implemented a Spring Festival support plan, which includes identifying busy charging service areas and deploying mobile emergency charging equipment [3] - The upgraded "e Road Smooth" app provides real-time charging station information, enhancing resource utilization by allowing charging stations to direct vehicles [3] Group 4: Future Infrastructure Plans - According to the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)," by the end of 2027, 28 million charging facilities will be established nationwide, providing over 300 million kilowatts of public charging capacity to meet the needs of over 80 million electric vehicles [4]

（图片来源：摄图网） 据英国《金融时报》报道，欧盟委员会计划通过即将于2月25日发布的《工业加速法案》，对享受国家购车 补贴或公共采购的电动汽车设定严格的本土化门槛。新规要求电动汽车获得政府补贴需满足70%本土化率的 要求。此举旨在通过行政手段强制提升本地制造比例，以应对中国电动汽车的强势竞争。 截至2025年11月，中国车企在欧盟纯电动汽车市场的占有率已达12.8%，创下历史新高。欧盟此举表面上 是"保护制造业基础"，实则是对中国电动车性价比优势的应激反应。自2024年10月起，欧盟已对中国进口电 动汽车征收高额反补贴关税，其中，合作企业平均税率20.7%，不合作企业高达35.3%，叠加原有10%基础关 税，部分企业综合税率接近45%。然而，关税大棒并未阻挡中国车企的步伐，反而促使其灵活调整出口策 略，将重点转向插混车型。据乘联会数据，2025年1-11月中国对欧盟插混车型出口增速高达363%，有效缓 解了关税带来的出口压力。 欧盟的焦虑源于中国新能源汽车产业的全面崛起。中国不仅是全球最大新能源汽车市场，更是全球最大出口 国，自2021年起连续多年保持出口第一大国地位。数据显示，2018-2022年中国新能 ...

Core Viewpoint - The Wuhan Intelligent Connected and Electric Vehicle Industrial Park (referred to as "智汽园") is experiencing robust growth and development, with significant advancements in production capacity, community infrastructure, and strategic investments aimed at establishing a leading position in the new energy vehicle industry. Group 1: Production and Capacity - The 博雷顿 (Boreton) factory in Wuhan is focusing on large-tonnage unmanned electric mining trucks, with plans to launch the first 145-ton unmanned electric mining truck in November 2025 after its production base starts operations in May 2024 [1] - The factory has achieved a breakthrough by exporting 105-ton pure electric mining trucks to Africa, marking the first large-scale overseas shipment from Wuhan [1] - Current production capacity is 4 to 5 vehicles per day, which is expected to increase to 8 to 10 vehicles per day with the addition of a second production line in March [1] Group 2: Community and Infrastructure Development - The new materials industrial park within the 智汽园 has completed the first phase with 10 factory buildings, 9 of which are already occupied by companies, and the second phase is expected to be completed by September [2][3] - The park has signed leases for over 57,000 square meters, achieving a 33% occupancy rate, and is developing community facilities including shared meeting rooms, sports areas, and residential apartments [3] - A total of 1,842 housing units are planned to accommodate up to 9,000 residents, with 5 buildings already leased to various enterprises [3][4] Group 3: Economic Performance and Future Goals - In 2025, the park is projected to add 4,110 new market entities, with total revenue from "四上" enterprises exceeding 100 billion yuan and industrial output reaching 55.8 billion yuan, a 14% increase year-on-year [4] - The park aims for a target of 40 billion yuan in new output value, over 300,000 vehicle production, and attracting no less than 30 billion yuan in investments for 2026 [4] - The park is also focusing on technological advancements and the development of future projects such as flying cars, enhancing its industrial cohesion and talent attraction [4][5]

新能车ETF紧密跟踪中证新能源汽车产业指数，中证新能源汽车产业指数选取50只业务涉及新能源整 车、电机电控、锂电设备、电芯电池、电池材料等新能源汽车产业的上市公司证券作为指数样本，反映 新能源汽车产业龙头上市公司证券的整体表现。 截至2026年2月4日 14:15，中证新能源汽车产业指数(930997)上涨0.51%，成分股银轮股份上涨10.01%， 亿华通上涨9.47%，盟固利上涨5.91%，富临精工上涨5.87%，宁德时代上涨4.91%。新能车ETF(515700) 上涨0.57%，最新价报2.46元。 消息面上，1月新能源车销量亮眼，造车新势力阵营的零跑汽车、蔚来、理想汽车等主要车企实现销量 同比增长。华为鸿蒙智行成绩亮眼，1月交付量同比增长高达65.6%。 开源证券指出，在购置税减免退坡及梯度以旧换新补贴预计对主流价位段新能源车销量造成较大影响的 背景下，2026年重点看好高端化发展方向。尊界S800连续蝉联超豪华轿车市场冠军，重点推荐国产超 豪华领军车企江淮汽车。其次，问界、极氪9X等车型在高端车市场持续放量，也有望明显增强相关车 企的业绩，看好赛力斯、吉利汽车等后续发展。同时，海外市场将继续成为车 ...

国家能源局最新数据显示，截至2025年12月底，我国电动汽车充电设施数量达2009.2万个。其中，公共 充电设施(枪)471.7万个，私人充电设施(枪)1537.5万个。目前，我国已建成全球最大电动汽车充电网 络，支撑了超4000万辆新能源汽车充电需求。 为应对快速增长的充电需求，我国还将进一步提升充电基础设施服务能力。2025年9月，国家发展改革 委、国家能源局等6部门联合印发《电动汽车充电设施服务能力"三年倍增"行动方案(2025—2027 年)》，明确了今后一段时期充电设施发展的目标和行动路径。到2027年底，我国将在全国范围内建成 2800万个充电设施，提供超3亿千瓦的公共充电容量，满足超8000万辆电动汽车充电需求，实现充电服 务能力翻倍提升。 专家表示，充电网络是新能源汽车产业的"血液循环系统"。随着更多充电设施在神州大地落地生根，每 一辆电动汽车都将"充得上、充得快、充得好"，中国新能源汽车产业也将迎来更广阔的发展空间。 近年来，充电基础设施在我国实现了跃升式发展。位于沪宁高速与沪蓉高速交会点的阳澄湖服务区，日 均车流量大，是观察交通基础设施从"功能保障"向"场景经济"转型的重要窗口。与5年前在 ...

不仅是高速公路服务区，热门景区的充电设施也在升级。每年春节假期，江苏吴江同里古镇都会迎来大 批游客。为方便电动汽车充电，当地供电部门赶在春节前，对毗邻景区的充电站进行了改造，充电速度 提升了167%。"以一辆电池容量为60千瓦时的汽车为例，从10%电量充至90%电量，所需时间从过去50 分钟缩短至20分钟左右。"国网苏州供电公司市场营销部赵猛说。此外，车主还可通过APP查看充电站 空闲情况。 为推动充电桩超充化、全局化发展，2025年6月起，国网苏州供电公司启动充电设施专项升级计划，对 位于交通枢纽、景区、核心商圈等关键区域的698台充电桩以及遍布城乡的558台老旧充电桩进行了大功 率换新升级，消除因设备故障引发的"续航断点"，打通城市绿色出行网络的"主动脉"。 2025年，我国充电设施发展持续提质升级，总体呈现3方面特点。国家能源局有关负责人介绍，一是规 模增长更快，从2006年我国建成首座充电站到2019年6月充电设施数量突破100万个，用了13年；从100 万个到2024年6月突破1000万个，用了5年；但从1000万个到2000万个仅用了18个月。二是充电效率更 高，大功率充电设施加快布局建设。全国公 ...

Core Insights - Anhui province has become the leading region in China for both total automobile production and new energy vehicle (NEV) production, with projected figures of 3.6865 million and 1.7941 million units respectively by 2025 [1][2] - The province has also achieved a significant milestone by being the first in the country to export over one million vehicles in a year, with an expected export volume of 1.228 million vehicles in 2025, marking a 28.7% increase [1] - The automotive industry has become the first single industry in Anhui to exceed 100 billion yuan in annual export value [1] Production and Export Statistics - From 2025, the statistical method for automobile production will shift from "enterprise legal person location" to "production location," which has contributed to Anhui's rise in production rankings [2] - In 2024, Hefei's NEV production reached 1.376 million units, ranking second nationally, and is projected to become the top city for NEV production in 2025 [4] - Wuhu, home to Chery Group, accounted for 46.2% of Anhui's total automobile production in 2024 and nearly 80% of its automobile exports [4] Industry Ecosystem and Development Strategy - Anhui has established a comprehensive automotive industry chain, with over 3,000 supporting parts manufacturers covering various sectors including power batteries, electric control, and intelligent networking [3] - The province's strategy includes accelerating the transition to smart technology and enhancing international market presence through initiatives like the "Hui Dong Global" campaign [5] - The "14th Five-Year Plan" emphasizes the development of strategic emerging industries such as intelligent connected NEVs, focusing on innovation infrastructure, technology R&D, and product upgrades [4][5]

Core Viewpoint - Geely aims to achieve a revenue of over 1 trillion yuan and global sales exceeding 6.5 million vehicles by 2030, positioning itself among the top five global automakers [2][4]. Group 1: Sales and Revenue Goals - Geely's sales surpassed 4.1 million vehicles in 2025, ranking seventh among global automakers [3]. - The target for 2030 includes global sales of over 6.5 million vehicles, with a revenue goal exceeding 1 trillion yuan [4][11]. Group 2: New Energy Vehicles (NEVs) as Growth Engine - NEVs are identified as a core growth engine, with an estimated 75% of 2030 sales coming from this segment, translating to over 4.87 million NEVs [6]. - In 2025, Geely's NEV sales grew by 58% to 2.29 million units, achieving a penetration rate of 55.7% [6][7]. Group 3: Global Market Expansion - By 2030, Geely aims for over one-third of its sales to come from international markets, estimating overseas sales to exceed 2.16 million vehicles [11]. - The company has accelerated its global market strategy, including a partnership with Renault in Brazil to produce and sell NEVs [12][13]. Group 4: Brand Strategy and Ecosystem Development - Geely plans to enhance its brand matrix by leveraging its various brands, including Geely, Lynk & Co, and Volvo, to improve competitiveness [14]. - The company is set to launch 100,000 customized Robotaxi vehicles for commercial operation globally by 2030 [15]. Group 5: Strategic Integration and Resource Optimization - Geely's "One Geely" strategy focuses on top-level operations and global governance to ensure efficient resource integration and compliance across business units [17]. - The company aims to reduce the average development cycle and costs of new models by over 30% through a new global NEV architecture [17].