天眼查App显示，近日，成都闪聚电池有限公司成立，法定代表人为任向飞，注册资本5000万人民币， 经营范围为一般项目：电池销售；电池制造；电池零配件生产；电池零配件销售；电容器及其配套设备 制造；电力设施器材制造；电容器及其配套设备销售；电力电子元器件制造；电子元器件与机电组件设 备制造；机械电气设备制造；其他电子器件制造；储能技术服务；智能输配电及控制设备销售；新能源 汽车电附件销售；新兴能源技术研发；汽车零部件及配件制造；电机制造；电动机制造；配电开关控制 设备制造；输配电及控制设备制造；工程和技术研究和试验发展；塑料制品制造；合成材料制造（不含 危险化学品）；新能源原动设备制造；新能源原动设备销售；太阳能热发电装备销售；电子专用设备制 造；半导体器件专用设备制造；光伏设备及元器件制造；电动汽车充电基础设施运营；充电桩销售；机 动车充电销售；集中式快速充电站；光伏设备及元器件销售；配电开关控制设备销售；配电开关控制设 备研发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；货物进出口；技术进出 口；电机及其控制系统研发；发电机及发电机组制造；微特电机及组件制造；微特电机及组件销售；电 工仪器仪 ...

Core Insights - The company is advancing the mass production of its 4680 battery technology while focusing on high-capacity cell applications in various markets [1] - The company is expanding into sectors such as robotics, low-altitude economy, smart home, BBU, and medical applications with new battery products [1] - The company has successfully applied its 21700-6000mAh battery in quadruped inspection robots and is accelerating the mass production of a higher performance 21700-6500mAh product [1] Company Developments - The company is currently transitioning its 4680 battery from research and development to mass production [1] - The company is launching a 21700-5000mAh full-tab battery that offers excellent performance and reliability, specifically designed for the BBU market [1] - The company emphasizes that further information will be available through official announcements and previously disclosed content [1]

Core Viewpoint - The company is actively expanding its energy storage business and has begun product shipments, leveraging its proprietary technologies to address industry challenges [1] Group 1: Product Development - The company has developed ultra-large capacity energy storage cells using its self-developed stacking technology and innovative metal soft-pack structure, which provide cost advantages and modular flexibility [1] - The new energy storage solutions address the issue of low cycle counts associated with pouch cells swelling, while also enhancing the calendar life of soft-pack cells [1] Group 2: Technology and Applications - The company extends the long cycle life and excellent economic performance of SPS technology to various application scenarios, including source-grid energy storage, commercial and industrial storage, and residential storage [1] - A comprehensive product matrix has been established, covering both traditional soft-pack and metal soft-pack technology routes [1] Group 3: Strategic Partnerships - The joint venture factory in Turkey primarily provides customers with soft-pack power batteries [1]

Core Viewpoint - The strategic cooperation agreement between Xuyang Group and CATL aims to enhance collaboration in renewable energy investment, new energy storage applications, electric transportation transformation, charging infrastructure layout, and zero-carbon park construction, contributing to the development of a new blueprint for the renewable energy industry [2][3]. Group 1: Strategic Cooperation - Xuyang Group and CATL will work together to explore new models and business formats for the deep integration of chemical and renewable energy industries, aiming to create a national and global benchmark for green, low-carbon, and intelligent innovation in energy and chemicals [3]. - The partnership will leverage Xuyang's expertise in modern green coal coking, basic chemicals, and the entire renewable energy industry chain, alongside CATL's leading position in renewable energy technology research and global market layout [3]. Group 2: Market Position and Innovation - CATL is a global leader in renewable energy innovation, with a market share of 37.9% in power batteries and 40% in energy storage batteries as of 2024, maintaining its position as the top supplier for eight consecutive years in power batteries and four years in energy storage [3]. - The collaboration is expected to create new momentum for the development of the renewable energy industry by exploring new pathways for the new energy transformation of the coke and chemical industries [3]. Group 3: Operational Mechanism - Both parties will establish a long-term and stable strategic partnership, focusing on creating an efficient and pragmatic operational mechanism that penetrates specific operational levels, ensuring collaboration in technology development, market expansion, and industrial ecosystem reshaping [5].

11月25日，恩捷股份涨5.59%，截至发稿，报55.38元/股，成交16.72亿元，换手率3.79%，总市值543.95 亿元。 资料显示，云南恩捷新材料股份有限公司位于云南省玉溪市高新区抚仙路125号，成立日期2006年4月5 日，上市日期2016年9月14日，公司主营业务涉及提供各类包装印刷产品、包装制品及服务;锂电池隔离 膜、铝塑膜、水处理膜等业务。主营业务收入构成为：锂电池隔离膜83.64%，无菌包装7.82%，BOPP 薄膜4.75%，其他(补充)3.00%，其他产品0.40%，特种纸0.37%，烟标0.03%。 从基金十大重仓股角度 东吴安享量化混合A（580007）基金经理为谭菁。 截至发稿，谭菁累计任职时间1年158天，现任基金资产总规模12.17亿元，任职期间最佳基金回报 27.49%， 任职期间最差基金回报21.14%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，东吴基金旗下1只基金重仓恩捷股份。东吴安享量化混合A ...

11月24日晚间，宁德时代（300750）发布公告称，公司持股5%以上股东黄世霖已完成询价转让1%股份的交易，询价转让价格为376.12元/股，交易金额 为171.63亿元，受让方为16家机构投资者。 截至11月24日收盘，宁德时代A股股价报370.55元/股，涨幅达0.15%，总市值为1.70万亿元。 16家机构投资者获配 UBS AG获配份额最高 | 房号 | 受让方名称 | 投资者类型 | 实际受让 数量 | 金额(元) | 受让股 份在总 股本占 | 锁定期 (月) | | --- | --- | --- | --- | --- | --- | --- | | | | | (股) | | | | | | | | | | 라 | | | 1 | UBS AG | 合格境外机构 | 11,990,000 | 4,509.678,800.00 | 0.26% | 6 | | | | 投资者 | | | | | | 2 | J.P. Morgan Securities plc | 合格境外机构 | 9,260,000 | 3,482,871,200.00 | 0.20% | 6 | | | | 投资者 | | ...

宁波舟山港梅西滚装码头，装载了3000余辆新能源汽车的"梦之兰"号滚装船正缓缓离泊驶向墨西哥; 广州花都区一家新能源企业内，一批货值超70万元的太阳能光伏组件正在装箱，准备发往南非; 河北保定，一列满载汽车配件、机械设备的中欧班列驶出站台，开往共建"一带一路"国家…… 海关总署近日发布的数据显示，今年前10个月，我国长三角、粤港澳大湾区、京津冀等区域外贸向新向 优，展现出强劲韧性。其中，长三角地区进出口14万亿元，同比增长6%;粤港澳大湾区内地9市进出口 7.52万亿元人民币，创历史同期新高;京津冀区域进出口3.91万亿元，连续7个月保持增长。 这三大区域外贸为何跑出加速度?其高质量发展折射出我国外贸怎样的韧性与活力? 亮点多、韧性足 盘点今年以来外贸成绩单，长三角地区的民营企业表现格外抢眼。 据海关统计，今年前10个月，长三角地区进出口14万亿元，同比增长6%;民营企业进出口7.83万亿元， 同比增长9.7%，占进出口总值的55.9%，外贸主力军的作用持续显现。 浙江金华义乌国际商贸城一家五金产品商铺内，来自澳大利亚、斯里兰卡、哈萨克斯坦等国的采购商们 正仔细验看着样品，不时与店主交换着名片、商讨价格。 " ...

近日，里昂发布研报称，宁德时代(03750)H股IPO禁售期结束后，过去两日股价调整9%，HA溢价收窄 至15%。以22倍及18倍的2026/2027财年市盈率计算，宁德时代H股估值相较其2025-2027财年31%的盈利 复合年增长率更具吸引力。该行将宁德时代H股评级由跑赢大市上调至高度确信跑赢大市，目标价维持 685港元。维持宁德时代(300750.SZ)A股高度确信跑赢大市评级及500元人民币目标价。 智通财经APP获悉，香港联交所最新资料显示，11月24日，宁德时代(03750)股东将股票由中国国际金融 香港证券转入香港上海汇丰银行，转仓市值37.64亿港元，占比5.19%。 ...

近日，里昂发布研报称，宁德时代(03750)H股IPO禁售期结束后，过去两日股价调整9%，HA溢价收窄 至15%。以22倍及18倍的2026/2027财年市盈率计算，宁德时代H股估值相较其2025-2027财年31%的盈利 复合年增长率更具吸引力。该行将宁德时代H股评级由跑赢大市上调至高度确信跑赢大市，目标价维持 685港元。维持宁德时代(300750.SZ)A股高度确信跑赢大市评级及500元人民币目标价。 香港联交所最新资料显示，11月24日，宁德时代（300750）(03750)股东将股票由中国国际金融香港证 券转入香港上海汇丰银行，转仓市值37.64亿港元，占比5.19%。 ...

Group 1 - The core viewpoint of the articles highlights the robust growth in high-end manufacturing, innovative industries, and the integration of digital and physical economies in China, driven by new productive forces [1][2] Group 2 - In high-end manufacturing, sales revenue in the equipment manufacturing sector increased by 7.3% year-on-year in October, surpassing the average growth rate of the manufacturing industry, with significant contributions from computer communication equipment (10.1%), shipbuilding (24.4%), and battery manufacturing (27.2%) [1] - In innovative industries, high-tech industry sales revenue grew by 13.6% year-on-year in October, with high-tech services and manufacturing increasing by 16.1% and 10.1% respectively, particularly driven by the "Artificial Intelligence+" initiative, leading to substantial growth in integrated circuits (32.5%), industrial robots (41.7%), and drone manufacturing (38.4%) [1] Group 3 - In the digital-physical integration sector, sales revenue from core digital economy industries rose by 8.5% year-on-year in October, with enterprise spending on digital technologies increasing by 9.6%, indicating ongoing advancements in digital industrialization and industrial digitalization [2] - The digital product service industry and digital technology application industry saw sales revenue growth of 10.2% and 13.1% respectively, while the digital content and media industry experienced a notable increase of 15.2% [2] Group 4 - The tax data for October reflects the success of China's industrial structure upgrade and economic transformation, particularly emphasizing the impact of the "Artificial Intelligence+" initiative on the growth of frontier industries and the deep integration of digital technology with the real economy, providing strong and sustainable momentum for high-quality economic development [2]