8月19日，港股正力新能股价波动较大，盘中最高触及11.31港元/股后震荡走低，截至发稿报11.13港元/ 股，跌幅为0.27%。不过，该公司当前股价仍处于较高位置，上市4个多月来，股价累计涨超30%。 消息面上，昨日，正力新能独家供应的航空动力电池系统随国内首款双座电动固定翼飞机RX1E获得中 国民航局颁发的适航证，开启批量化交付。 据介绍，正力新能航空动力电池系统采用了双重半固态技术，进一步提高了电池安全性能和大倍率放电 能力，不仅在原基础上实现了飞行时间和续航里程的大幅提升，同时还增长了使用寿命，优化了快充能 力并成功通过热失控测试。 正力新能董事长曹芳表示："正力新能非常有幸参与了中国电动飞机从技术验证到商业运营的重要跨 越。同时，本次量产交付也是正力新能践行'零碳征程'愿景的重要突破，彰显了正力新能用电化学赋 能'陆海空'全场景电动化、以技术创新引领低碳未来的坚定承诺。" 8月18日，正力新能方面还与零重力飞机工业签署新能源航空器动力电池战略合作协议，未来将在 eVTOL等机型上展开更深层次合作；与辽宁通航签订中国首款自主研制四座电动飞机RX4E后续航空动 力电池系统研发与供应战略协议。 正力新能也 ...

Core Viewpoint - The meeting between CATL and Shanghai Electric focused on collaboration in the new energy industry chain, zero-carbon park construction, comprehensive energy solutions, and international market expansion, highlighting a shared vision for innovation and sustainability [1] Group 1: Company Developments - CATL is transitioning from a leading battery manufacturer to a provider of comprehensive new energy solutions across multiple scenarios, emphasizing innovation in zero-carbon technology [1] - The company aims to integrate resources and collaborate on key technologies to establish a benchmark for green technology cooperation with national and global influence [1] Group 2: Strategic Goals - Both companies expressed a commitment to supporting national energy security and achieving carbon neutrality goals through their collaborative efforts [1] - The partnership is expected to enhance the development of high-end equipment and clean energy technologies, positioning China at the forefront of the global market [1]

Market Performance - The Shanghai Composite Index surpassed the previous high of 3731.69 points set on February 18, 2021, reaching a nearly 10-year high since August 20, 2015 [1] - From the low of 3040.69 points on April 7, 2025, the index has seen a cumulative increase of 22.72%, while the Shenzhen Component Index has risen nearly 30% and the ChiNext Index has increased by 47% during the same period [1] Market Capitalization - As of August 18, the total market capitalization of A-share listed companies exceeded 100 trillion yuan for the first time in history, marking a significant milestone [3] - Agricultural Bank of China leads the A-share market capitalization at 2.21 trillion yuan, followed by Industrial and Commercial Bank of China at 2.03 trillion yuan and Kweichow Moutai at 1.79 trillion yuan [3] - Other notable companies with market capitalizations exceeding 1 trillion yuan include China Petroleum, Bank of China, and CATL, ranking fourth to sixth respectively [3] Trading Volume - The trading volume in the A-share market reached 27,642 billion yuan, an increase of 5,196 billion yuan compared to the previous trading day, with over 4,000 stocks closing in the green [3] Market Sentiment and Policy Impact - The recent market rally is attributed not only to improved macroeconomic expectations but also to policy support and the emergence of new growth drivers, which have revitalized market confidence and attracted incremental capital [3] - The three core supporting factors for the market's previous rise—policy bottom-line thinking, the emergence of new growth highlights, and the influx of incremental capital—remain unchanged [3] Future Outlook - Guotai Junan Securities maintains a bullish outlook on the Chinese stock market, suggesting that A-share indices are likely to reach new highs [4] - The importance of institutional changes in the Chinese market is emphasized, as these changes can significantly influence stock valuations, often overlooked compared to company performance and risk preferences [4] - The ongoing reforms aimed at "increasing investor returns" are reshaping perceptions of asset value and reducing risk assessments in the stock market, laying the foundation for a "transformation bull market" in A-shares [4]

2025年8月18日，正力新能在常熟总部召开航空动力电池系统适航取证与量产交付发布会，其独家供应 的航空动力电池系统随国内首款双座电动固定翼飞机RX1E，成功斩获中国民航局颁发的适航证，正式 开启批量化交付。 这一里程碑事件，标志着正力新能航空动力电池正式通过适航认证，达到行业领先水平。正力新能由此 实现航空动力电池的量产交付，并助力国内首款电动固定翼飞机正式迈入批量化生产阶段，为国产电动 航空规模化商业运营按下"加速键"。 适航取证是一场航空动力电池领域的"大考"，需通过民航局对产品设计、生产体系、质量控制等全环节 的严苛审查，取证难度大、周期长、成本高，是企业抢占行业先发优势的关键门槛。在新能源汽车市场 加速发展的早期阶段，正力新能就敏锐识别出电动航空是具备广阔前景的未来新兴领域，凭借多年技术 深耕，通过"技术验证—小批量试产供应—适航认证"等协同模式，不断验证和优化产品设计与性能，不 仅成为中国动力电池行业首家获AS9100D航空航天质量管理体系认证的企业，此次更成功完成适航取 证，证明其航空动力电池系统的制造能力与技术水平，已全面满足中国民航适航规章对批量生产质量管 理体系的严苛要求，达到行业领先标准 ...

2025上半年，全球前十大组件供货商总出货量约为247.9GW，环比去年同期增长10%， 全球前十大组件供货商的出货重心依然集中于国内市场，中国地区出货占比约58%，海外市 场占比约42%。从技术路线看，TOPCon组件已成为全球前十大供货商的一致主力产品，BC 与HJT技术受限于爱旭股份及主要HJT厂商本期未进入前十榜单，此统计并未能真实反应全 球市场占比。2025上半年，组件行业依然在低谷中摸索前行，当前光伏行业正处于行情低谷 的反转期，庞大的出货量虽能体现企业的品牌影响力与渠道渗透能力，但长远而言，持续盈 利的能力才是企业实现可持续发展的核心。 电力设备及工控：2025年国网计量设备2批招标 国家电网有限公司2025年第五十三批采购（营销项目第二次计量设备招标采购）招标， 总计425个标包，招标物资总数量达到2066万只，其中：电能表1746.14万只，配件5.1万只， 电能表需求同比增加12%，环比减少45%。 本周关注：宁德时代，科达利，大金重工，海力风电，德业股份，良信股份，盛弘股 份，厦钨新能，许继电气，明阳电气等。 民生证券近日发布电力设备及新能源周报：电力设备与新能源板块，本周上涨5.84% ...

Market Performance - As of August 18, the Shanghai Composite Index (SSE) rose over 1%, reaching a new high not seen in nearly a decade, with the index closing at 3740.50 points, up 1.18% [1] - The SSE surpassed the previous high of 3731.69 points set on February 18, 2021, marking the highest level since August 20, 2015 [1] Index Growth - The SSE has increased by 22.72% since hitting a low of 3040.69 points on April 7, 2025, while the Shenzhen Component Index has risen nearly 30% and the ChiNext Index has surged by an impressive 47% during the same period [3] - Over 4000 stocks experienced gains, indicating a broad market rally [3] Market Capitalization - On August 18, the total market capitalization of A-shares exceeded 100 trillion yuan for the first time in history, marking a significant milestone [3] - As of 10:34 AM, the market capitalization of A-shares was calculated based on the latest prices multiplied by total shares outstanding, reaching this historic threshold [3] - Agricultural Bank of China led the market with a capitalization of 2.19 trillion yuan, followed by Industrial and Commercial Bank of China at 2.02 trillion yuan, with several other companies like Kweichow Moutai, China Petroleum, and Ningde Times also exceeding 1 trillion yuan in market value [3]

Group 1 - The core point of the article highlights that the total market capitalization of A-shares has surpassed 100 trillion yuan, marking a historic high for the A-share market [1] - Agricultural Bank of China ranks first in A-share market capitalization at 2.19 trillion yuan, followed by Industrial and Commercial Bank of China at 2.02 trillion yuan [1] - Other companies with market capitalizations exceeding 1 trillion yuan include Kweichow Moutai, China Petroleum, Bank of China, and Contemporary Amperex Technology [1]

| ■ 上证指数 分时 多日 日K 周K 月K 季K 年K 1分 3分 5分 10分 15分 30分 1小时 2小时 3小时 4小时 Tick | | --- | | 三十 。 アット | 格隆汇8月18日｜根据实时数据统计，截至10时34分，A股市值总和突破100万亿元，创历史新高，这也是A股历史上首次突破100万亿元大关。农业银行位居 A股市值榜首位，为2.19万亿元；工商银行A股市值2.02万亿元，位居次席。此外，贵州茅台(600519)、中国石油(601857)、中国银行、宁德时代(300750)等4 股A股市值均超万亿元。 ...

证券时报消息，8月18日，A股继续大涨，上证指数续创阶段新高。证券时报记者根据实时数据统计， 截至10点34分，A股公司A股市值总和突破100万亿元（以A股最新价*A股总股本计算），创历史新高， 这也是A股历史上首次突破100万亿元大关。 此外，沪指盘中突破2021年2月18日的3731.69点，创2015年8月下旬以来的近10年新高。液冷服务器概 念、传媒娱乐、船舶、半导体等板块涨幅居前。 具体到公司方面，截至发稿时间，农业银行位居A股市值榜首位，2.19万亿元，工商银行A股市值2.02万 亿元位居次席。此外，贵州茅台、中国石油、中国银行、宁德时代等4股A股市值均超万亿元。 ...

Group 1 - A-shares continue to rise, with the Shanghai Composite Index reaching a new high [1] - The total market capitalization of A-share companies has surpassed 100 trillion yuan, marking a historical milestone [1] - Agricultural Bank of China ranks first in A-share market capitalization at 2.19 trillion yuan, followed by Industrial and Commercial Bank of China at 2.02 trillion yuan [1] Group 2 - Other notable companies with market capitalizations exceeding 1 trillion yuan include Kweichow Moutai, China Petroleum, Bank of China, and CATL [1]