9月25日，贵州茅台股价表现稳定，守住1.80万亿元关口。不过宁德时代开盘后股价涨幅持续扩大，市值从1.75万亿元开始拉升，1.76、1.77、1.78、 1.79……最终突破1.80万亿元，市值历史性超越贵州茅台。 今年以来宁德时代与贵州茅台股价走势差异明显。年初至今，宁德时代涨幅达48.83%，而贵州茅台为-3.82%。60日涨幅宁德时代为47.10%，贵州茅台为 1.55%。月涨幅宁德时代为25.70%，贵州茅台为-2.87%。 9月25日截至发稿，宁德时代A股盘中涨超4%，总市值达1.82亿元，贵州茅台市值约为1.80亿元。宁德时代A股市值超越贵州茅台。 | 行情报价 | | 增仓排名 资金流向 | DDE决策 | 盈利预测 | 财务数据 | 综合排名 | 多股同列 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | ● | 最新 | 涨幅% | 涨跌 | 成交额 | 成交量 | 总市值 ↓ | 月涨幅% | 60日涨幅% | 年初至今涨 ...

9月25日截至发稿，宁德时代A股盘中涨超4%，总市值达1.82亿元，贵州茅台市值约为1.80亿元。宁德时代A股市值超越贵州茅台。 9月25日，贵州茅台股价表现稳定，守住1.80万亿元关口。不过宁德时代开盘后股价涨幅持续扩大，市值从1.75万亿元开始拉升，1.76、1.77、1.78、 1.79……最终突破1.80万亿元，市值历史性超越贵州茅台。 员、副总经理刘世仲，茅台酒股份公司党委委员、副总经理蒋焰出席签约仪式。 据媒体报道，就宁德时代等锂电龙头的拉升动因，一位券商首席分析师近日对记者表示："9月本就是动力电池的交付旺季，再加上储能电池的需求爆发， 锂电龙头业绩预期明显提升。"一方面，每年9月至年底，车企往往进入较高密度的排产周期，这一时段也是动力电池交付旺季。另一方面，储能市场需求 增长明显，并且市场需求向技术实力强的龙头企业倾斜。 今年以来宁德时代与贵州茅台股价走势差异明显。年初至今，宁德时代涨幅达48.83%，而贵州茅台为-3.82%。60日涨幅宁德时代为47.10%，贵州茅台为 1.55%。月涨幅宁德时代为25.70%，贵州茅台为-2.87%。 | 行情报价 | | 增仓排名 资金流向 | DDE决 ...

9月8日，常州三协电机股份有限公司（简称：三协电机）成功在北交所敲钟上市。首日，开盘价直接飙 到69元/股，较8.83元/股的发行价暴涨681.43%，盘中更是一路冲高至85元/股，涨幅一度突破862.63%； 截至收盘，涨幅定格在785.62%，收报78.20元/股。9月9日，该股低开高走，早盘股价一度跌逾8%，最 终报收81.29元，涨幅3.95%。 专注控制电机，营收三连涨 此前，三协电机在投资者互动平台答复称，公司共有六大核心竞争力，能结合客户需求提供一站式解决 方案，可多领域、多品类快速交付，响应市场能力强，同时还在越南和美国工厂，整合境外上下游资 源，强化海外交付，贴近境外市场需求。通过本次募投项目的实施，公司能够提升产能和研发能力、丰 富产品结构，从而增强产品竞争力、提升品牌影响力与产品市场占有率，实现公司业务规模的持续增 长。其中，三协绿色节能智控电机扩产项目的实施有利于缓解公司产能瓶颈，优化公司产品结构；研发 中心建设项目有助于提升公司研发能力，缩短研发周期，加快研发成果转化及产业化。 早在2022年，工业和信息化部、发展改革委、财政部、生态环境部、国资委、市场监管总局等六部门联 合发布《工 ...

Core Viewpoint - The discussion on whether Indian manufacturing can surpass Chinese manufacturing has gained significant attention, highlighting the contrasting perspectives and realities between the two countries' manufacturing capabilities [2][4]. Group 1: Comparative Analysis - China holds a dominant position in global manufacturing, accounting for 31% of the market, while India only represents 3%, indicating a tenfold gap that cannot be bridged merely by population size [7]. - The lack of systematic planning, infrastructure, and a robust governance framework in India is a critical barrier to its manufacturing ambitions [7]. - The evolution of manufacturing has shifted from labor-intensive to technology-driven processes, with China leading in high-tech sectors such as high-speed rail, 5G, and renewable energy [7][9]. Group 2: Perspectives on India's Manufacturing Future - The Indian government is promoting "Make in India" and attracting foreign investment, which has shown some positive developments in certain sectors [9]. - Despite some optimism, replicating China's manufacturing success is deemed nearly impossible due to the advanced stage of China's industrial capabilities and the ongoing technological revolution [9]. - A growing number of young Indians are beginning to critically reflect on their country's manufacturing challenges, indicating a potential shift towards self-awareness and the need for comprehensive national strategies [9].

Core Viewpoint - Thailand's Ministry of Industry has announced a ban on the construction or expansion of factories using mercury and its compounds in production, effective September 1, 2023, to comply with the Minamata Convention on Mercury [1][2] Group 1: Regulatory Changes - The new regulation prohibits the establishment or expansion of factories that utilize mercury in their production processes [1] - The ban aims to control, reduce, and gradually eliminate the production, import, export, use, and emission of mercury [1][2] Group 2: Environmental and Health Impact - The implementation of the ban is expected to prevent mercury emissions into air, soil, and water, thereby protecting public health and the ecological environment [1] - The regulation is anticipated to improve environmental quality and public health while enhancing Thailand's international image in environmental protection [1] Group 3: Industry Preparedness and Future Outlook - The ban reflects the commitment of the Thai industrial sector to fulfill the Minamata Convention, with ongoing collaboration between authorities and businesses to prepare for the complete phase-out of mercury use [2] - The prohibition is expected to promote green industrial production, enhance international competitiveness, and achieve sustainable coexistence with local communities [2]

Core Viewpoint - The Ming Shui Economic and Technological Development Zone is actively promoting industrial investment and project development, with significant contributions to the local economy and industrial transformation. Group 1: Investment and Project Development - The Ming Shui Economic and Technological Development Zone plans to complete a total industrial investment of 162.97 billion yuan and technological transformation investment of 107 billion yuan in 2023 and 2024, accounting for approximately 75% of the total investment in the district, with technological transformation investment exceeding 10% of the city's total [1] - The development zone has established a full lifecycle work mechanism for attracting investment projects, utilizing various methods such as industrial chain, scenario, ecological, and fund-based investment, resulting in a reserve of 110 projects and 67 signed projects, with nearly 90% being industrial projects [2] - The development zone maintains an annual initiation of over 15 industrial projects with investments exceeding 100 million yuan, implementing more than 260 industrial investment projects annually, which accounts for over 10% of the city's total [2] Group 2: Industrial Transformation and Upgrading - The development zone focuses on high-end manufacturing, with significant projects like the Jianghe Curtain Wall Green Manufacturing Center being completed and operational [2] - The zone promotes digital intelligence, with five enterprises recognized as national intelligent manufacturing excellent scenarios, and emphasizes green initiatives through energy-saving renovations and photovoltaic projects, earning the title of a national-level green industrial park [2] - The introduction of the Snow Beer project in 2022 has not only attracted supporting enterprises but also established the first seamless connection intelligent production line for canned beer in the country, projecting a revenue of over 2 billion yuan by 2024 [2] Group 3: Industry Chain Development - The development zone leverages leading enterprises like China National Heavy Duty Truck Group to create an ecosystem of "leading enterprises + supporting clusters," attracting 33 automotive industry projects in the past three years, generating nearly 5 billion yuan in new output value [3] - Traditional industries are being revitalized through targeted investments, such as the 2.5 billion yuan investment by Mingquan Group in a polyphenylene sulfide project, transitioning from basic chemical materials to new high-end materials [3] - New industries are being developed, focusing on low-altitude economy and aerospace information industries, with projects like the artificial crystal innovation platform aimed at addressing critical technology issues and establishing a domestic highland for artificial crystal materials and devices [3]

Group 1 - The China-ASEAN International Industrial Expo will be held from November 22 to 24, 2025, in Nanning, Guangxi, aiming to create a cooperation platform and an international industrial event that radiates the RCEP region [1] - The expo will gather over 400 well-known enterprises from more than 20 countries and regions, covering an area of over 20,000 square meters [1] - The theme of the expo is "Digital Intelligence Integration, Connecting ASEAN," reflecting the focus on deepening industrial collaboration and responding to national strategies [1] Group 2 - China and ASEAN have established a multi-level and wide-ranging industrial cooperation framework, with manufacturing trade accounting for over 90% of their trade [2] - Guangxi has become a crucial hub for industrial chain layout and emerging fields such as artificial intelligence and green industry, benefiting from its geographical advantages [2] - Opportunities for cooperation include free trade zone upgrades, global industrial chain restructuring, and the expansion of market demand, with a focus on smart manufacturing and digital economy [2] Group 3 - The China-ASEAN Industrial Cooperation Development Promotion Association aims to promote cross-border park construction and regional economic integration, emphasizing the importance of the expo for upgrading regional industrial cooperation [3] - Guangxi's industrial market is large and has a solid industrial foundation, with initiatives to connect leading enterprises with national counterparts for broad business opportunities [3] - The China-ASEAN Industrial Cooperation Zone offers various preferential policies to support enterprise investment and collaboration projects during the expo [3]

Core Insights - BYD's first locally manufactured electric vehicle in Brazil marks a significant milestone for the country's industrial development and its collaboration with China [1][2] - The factory in Camaçari, Bahia, is expected to produce 150,000 electric vehicles annually and create approximately 20,000 jobs once fully operational [1] Group 1: Factory and Production - The Camaçari factory completed its first vehicle production in just 15 months from groundbreaking to rollout [1] - The factory incorporates advanced green technologies such as solar photovoltaic roofs, rainwater recycling systems, and smart energy management [2] Group 2: Economic and Employment Impact - The establishment of the factory is seen as a catalyst for industrial transformation in Camaçari, with local government actively promoting vocational training for skills related to electric vehicles and smart manufacturing [2] - The project is anticipated to stimulate investment interest from other Chinese companies in Bahia, enhancing the region's industrial cluster effect [2] Group 3: Government and Strategic Vision - The Bahia state government views the factory as a key component in achieving a greener industrial landscape and energy transition [1][2] - Brazilian officials express optimism about deepening cooperation with Chinese enterprises to advance renewable energy initiatives, including wind, solar, and future hydrogen energy projects [2]