来源：环球老虎财经app 当海科新源在短短一个多月内狂飙超过200%，再次印证了高盛"点石成金"的实力。这绝非偶然，而是 一套通过研究驱动投资、并以真金白银践行判断的系统性打法。 继天际股份、德明利后，高盛再度押中大牛股。 近期，海科新源成为新能源板块备受瞩目的明星股。数据显示，10月以来，海科新源股价就从21.04元/ 股涨至63.74元/股，涨幅高达201.66%。 伴随海科新源四季度股价大幅攀升，提前布局的高盛收获了可观回报。数据显示，三季度末高盛新进成 为该公司前十大股东，持股市值约1358.29万元；若目前未减持，经历本轮上涨后，其持仓市值已增至 约4271.41万元，投资回报率超过200%。 高盛对海科新源的投资并非偶然，而是其"观点"与"持仓"高度协同的体现。早在2025年初，高盛便发布 报告明确指出，中国电池储能系统将成为全球电池市场新的增长极，行业盈利有望大幅改善。 基于这一判断，高盛在锂电产业链的布局并未止步于海科新源，还重仓持有多家储能概念企业，包括维 科技术、深圳新星、传艺科技、高澜股份、华自科技、康盛股份及天际股份等。 此外，高盛整体的持仓变动也体现了其"看多中国"的观点。据统计，2 ...

Core Viewpoint - PLS, Australia's largest pure lithium producer, remains optimistic about the demand outlook for battery metals despite current price declines due to oversupply [1] Company Summary - PLS CEO Dale Henderson highlighted a strong long-term demand outlook, noting a 20% year-on-year increase in global electric vehicle demand in Q2 [1] - The company, formerly known as Pilbara Minerals, completed its rebranding earlier this year [1] Industry Summary - Canaccord Genuity forecasts that global lithium demand will exceed supply for the first time by 2027, driven by project delays, production cuts, and rising electric vehicle sales [1] - In the first half of 2025, global electric vehicle sales are expected to grow by 30% year-on-year, reaching 9 million units, with China showing the largest increase at 32% [1] - The EU is also experiencing a sales increase of 24% due to stricter carbon emission regulations, while the US market remains flat due to the impact of clean energy policies [1]

Core Viewpoint - Huawei has secured significant energy storage contracts, including a major project in Denmark, highlighting its growing influence in the global energy storage market [1][3]. Group 1: Project Details - Huawei will supply its intelligent energy storage system for Denmark's largest energy storage project, Everspring, with a capacity of 132 MWh [3][4]. - The project will utilize a "dual-site blueprint" design and will feature Huawei's LUNA2000 intelligent energy storage system, which has passed fire safety tests [4]. - Funding for the project will be provided by Lån & Spar Bank, with Energrid serving as the engineering, procurement, and construction (EPC) contractor, aiming for grid connection by spring 2026 [5]. Group 2: Market Context - In 2023, Huawei Digital Energy has signed six energy storage-related contracts across various regions, including Denmark, Italy, and Cambodia, totaling over 1 GWh [6]. - Denmark's electricity grid is divided into eastern and western parts, with the western grid primarily connected to Germany and hosting significant wind power projects [8]. - Denmark leads in wind energy integration, with wind power expected to account for 53.21% of total electricity consumption by the end of 2024, presenting challenges that energy storage systems can help address [9]. Group 3: Future Projections - The Danish Energy Agency (DEA) predicts that battery energy storage system (BESS) capacity will reach 507 MW and storage capacity will reach 1,083 MWh by 2030 [10]. - The energy sector in Denmark is transitioning from small-scale demonstrations to gigawatt-level projects, driven by technology, policy, and capital [12].

Report Information - Report Title: Nickel Daily Report [1] - Date: July 17, 2025 [2] - Research Team: Nonferrous Metals Research Team [3] - Researchers: Yu Feifei, Zhang Ping, Peng Jinglin [3] Investment Rating - No investment rating information provided in the report. Core View - The current performance of each link in the nickel industry chain continues to weaken, and the market is dominated by macro - sentiment. The current rebound is only temporary, and investors should wait for opportunities to go long at low levels [9]. Summary by Section 1. Market Review and Operation Suggestions - On the 16th, Shanghai nickel fluctuated around the 120,000 integer mark. The main contract 2508 closed up 0.91% at 120,550. The total open interest of the index decreased by 12,098 to 151,318 lots [9]. - In the off - season, the spot trading of refined nickel is average, with enterprises purchasing on demand. The spot supply is sufficient. The average premium of Jinchuan nickel is 2,050 yuan/ton, and the premium range of mainstream brand electrowon nickel is - 100 - 300 yuan/ton [9]. - The support of the ore end in the front - end of the industrial chain is weakening. The premium of Indonesian domestic red clay nickel ore has started to decline, and there is a further downward risk for the ore price in the future [9]. - The overall bargaining range of ferronickel has moved down, ferronickel plants' losses have intensified, and some have cut production. Although tariffs do not directly affect nickel imports and exports, the market is worried about dragging down the external demand of the stainless - steel end. It is the traditional consumption off - season with high inventory, and the high temperature in summer further weakens the demand of some downstream industries [9]. - On the 16th, the price of nickel sulfate remained flat at 27,220 yuan. The demand for energy batteries is in the off - season with limited support, and it is expected to remain weak [9]. 2. Industry News - On July 8, the Secretary - General of the Indonesian Nickel Miners Association (APNI) revealed that the actual nickel ore production in Indonesia in 2025 was only 120 million tons, while the approved quota from January to June was 364.1 million tons. The main reason for the insufficient production was the impact of the rainy season in major mining areas. In the first half of the year, Indonesia imported 4.6 million tons of nickel ore from the Philippines [10]. - Since January 2025, the cost pressure of the Indonesian nickel industry has continued to rise due to policies such as the Domestic Sales Obligation (DMO), the increase in the biodiesel blending ratio from B40 to B50, new export fees, and the Global Minimum Tax (GMT) [11]. - Bulgaria officially launched the largest operating battery energy storage system in the EU, with a capacity of 124 MW/496.2 MWh [11]. - A research team in Turkey developed a TOPCon solar cell with nickel (Ni) contact and almost no silver (Ag), which significantly reduces the silver usage while maintaining high efficiency [11]. - Renewable energy storage company Apatura obtained planning permission for a 100 - MW battery energy storage system (BESS) project in Scotland, which will help Scotland achieve its energy goals [11].

Group 1: Lithium Market Insights - The lithium market is currently at a cyclical low, but positive signs are emerging, with institutional investors showing confidence in mining and exploration stocks related to energy transition [1][2] - A global survey by Harbour revealed that around half of the institutional investors are looking for growth in natural resource stocks linked to energy transition [1][2] - Lithium has replaced copper as the second most likely commodity to attract institutional investment in Australia, Canada, the US, and the UK/Europe [2] Group 2: Demand Drivers for Lithium - Argonaut's report highlights several positive demand drivers for lithium, particularly from electric vehicles (EVs) and battery energy storage systems (BESS), with a projected 30% increase in global EV sales by 2025 [3][4] - The global sales of electric vehicles reached 1.6 million units in May, marking a 24% year-on-year increase [4][5] - Despite current oversupply in the lithium market, Argonaut predicts a rapid price recovery once a moderate shortage occurs, with expectations for lithium spodumene prices to peak at $1,500 per ton by the end of 2026 [7][9] Group 3: Future Price Projections - Argonaut forecasts that the lithium market will rebalance by 2027, with a long-term price projection of $1,600 per ton for lithium spodumene, significantly higher than current spot prices [9][10] - The report indicates that existing production capacity may be restarted in response to rising prices [8][9] Group 4: Broader Economic Context - The Australian government anticipates that gold will become the third-largest export commodity next year, driven by increased demand for safe-haven assets amid global uncertainties [15] - Overall, Australia's resource and energy export revenue is expected to decline by 4% in the coming year, influenced by global trade barriers and economic slowdowns [15][16]

Core Insights - The Malaysian Prime Minister stated that the upgrade of the national grid will facilitate the development of artificial intelligence and battery storage systems [1] Group 1 - The national grid upgrade is expected to enhance technological advancements in artificial intelligence [1] - The improvements in the grid will also support the growth of battery storage systems [1]