本报记者 李雯珊 李婷 海关总署数据显示，今年前5个月，我国货物贸易进出口总值17.94万亿元，同比增长2.5%，延续增长态 势。5月份当月，我国出口2.28万亿元，增长6.3%。其中，对东盟、欧盟、非洲、中亚五国的出口分别 增长16.9%、13.7%、35.3%、8.8%。全球化浪潮奔涌向前，企业"出海"早已不是简单的市场扩张，而成 为一场关乎生存与发展的战略远征。 在这场征程中，中国企业持续拓宽视野，从单一市场走向多元布局；积极推进转型升级，以创新为引 擎，驱动竞争力不断提升；深化融合布局，扎根海外，实现跨文化共生共赢。 拓宽视野 加速多元化布局 清晨的厦门港，一艘满载集装箱的国际货轮即将启航。而在泉州市石狮市蚶江镇石湖路通达工业园，通 达创智（厦门）股份有限公司（以下简称"通达创智"）的货运物流负责人正确认货物已按预定计划装柜 登船，驶向欧洲各大港口。 通达创智主营业务涵盖体育户外、家居生活、健康护理三大板块，海外市场份额占比超过75%。今年， 通达创智的"出海"之路迎来新变革，其位于马来西亚的首个海外基地投产，企业全球化供应链布局发生 深层次蜕变。 "面对全球市场多元化、关税政策变化等复杂形势，公司通 ...

Group 1 - On June 23, A-shares saw a collective increase in the three major indices, with the Shanghai Composite Index rising by 0.65% to 3381.58 points, the Shenzhen Component Index increasing by 0.43% to 10048.39 points, and the ChiNext Index up by 0.39% to 2017.63 points [1] - The digital currency, electronic ID, and power battery recycling sectors performed well, while the liquor, super brands, and air-source heat pump sectors experienced declines [1] - In the past 30 days, 368 fund managers have left their positions, indicating potential impacts on fund performance due to changes in management [1] Group 2 - On June 23, 18 funds announced manager departures, with reasons including job changes, personal reasons, product expiration, and resignations [1] - Notable fund managers include Zhang Ming from Anxin Fund, managing assets of 4.632 billion yuan, with a return of 126.38% over 8 years and 51 days on the Anxin Enterprise Value Selected Mixed A fund [1] - Chu Yanhui from Puyin Ansheng Fund manages assets of 707 million yuan, achieving a return of 172.90% over 2 years and 49 days on the Puyin Ansheng Environmental New Energy A fund [1] Group 3 - In the past month, Bosera Fund conducted research on 59 listed companies, the highest among peers, followed by Huaxia, Penghua, and Southern Funds with 58, 48, and 45 companies respectively [1] - The general equipment industry was the most researched sector with 203 inquiries, followed by the specialized equipment industry with 188 inquiries [1] - Lexin Technology received the most attention from public funds, with 69 funds participating in its research, followed by Zhongke Shuguang and Haiguang Information, each with 65 funds [1]

Core Viewpoint - The article highlights the increasing importance of battery recycling in the context of the growing number of retired electric vehicle batteries in China, emphasizing the need for a structured and compliant recycling process to mitigate environmental risks and enhance resource recovery [1][2]. Group 1: Industry Trends - As of the end of 2024, the total number of electric vehicles in China is projected to reach 31.4 million, with a significant increase in the installation of power batteries [1]. - By 2030, the total amount of retired batteries in China is expected to exceed 3.5 million tons, indicating a looming challenge for battery disposal and recycling [1]. Group 2: Recycling Challenges - Currently, the standardized recycling rate for electric vehicle batteries in China is less than 25%, suggesting a substantial gap in effective recycling practices [1]. - A significant portion of retired batteries is not entering formal recycling channels, with many being sold off cheaply or processed in unregulated environments, leading to environmental hazards [2]. Group 3: Regulatory Environment - The Ministry of Industry and Information Technology (MIIT) is enhancing source management and regulatory oversight in the battery recycling sector, aiming to establish a traceable and accountable quality assurance mechanism for products [2]. - Compliance with national standards is financially burdensome for legitimate recycling companies, while unregulated operations can profit significantly by avoiding environmental responsibilities [2].

Core Viewpoint - International companies are collectively adjusting their electric vehicle and battery investment projects in the U.S. due to increasing policy uncertainty and a slowdown in the electric vehicle market growth [1][5][9] Group 1: Company Adjustments - Faraday Future has postponed its battery factory project in South Carolina until U.S. policies become clearer, citing "policy uncertainty" and "cost sensitivity" as reasons for this decision [1][4] - CATL and Ford's battery project in Michigan is also at risk of being shelved due to similar uncertainties [1][4] - Faraday Future's Tennessee factory has begun production of energy storage cells, marking it as the first energy storage cell factory in North America [1][3] Group 2: Market Dynamics - The U.S. battery manufacturing landscape is facing challenges due to the Trump administration's complex trade policies and the halt of green transition initiatives, which have overshadowed the rapid growth seen under the Biden administration [5][7] - Over $6 billion in battery factory investments have been canceled or postponed in the first quarter of 2025 due to increased costs and policy risks [7][9] Group 3: Global Strategy - Chinese battery companies are optimizing their global capacity structure, shifting focus to more stable markets in Europe and Asia amid uncertainties in North America [9][10] - Faraday Future has expanded its production capabilities in Europe, with significant investments in factories across France, Germany, and Hungary, reflecting a strategic pivot towards the European market [10][12] Group 4: Future Outlook - The European market is experiencing a significant shift towards electrification, with BEV market share rising to 15.3% in early 2025, indicating a growing opportunity for Chinese battery manufacturers [10][12] - Faraday Future emphasizes the importance of a "global manufacturing + local delivery" capacity coordination system to enhance supply chain resilience and response efficiency [13]

Group 1 - The core viewpoint is that the combination of domestic vehicle trade-in policies, new model releases, price reductions, and the acceleration of commercial vehicle electrification is expected to lead to a 22% year-on-year increase in new energy vehicle sales in China by 2025 [1] - In the European market, carbon emission assessments and price negotiations for electric vehicles between China and Europe are anticipated to enhance the electrification rate, also projecting a 22% year-on-year sales increase by 2025 [1] - Global power battery installation volume is expected to grow at a rate of 25% by 2025, driven by the gradual optimization of competition across various segments and stabilization of prices, with profitability expected to improve for leading companies in batteries, structural components, and lithium iron phosphate technology [1] Group 2 - The new technology industrialization is accelerating, with a positive outlook on the incremental demand in the supply chain driven by technological iterations [1] - The Guotai New Energy ETF (159387) tracks the ChiNext New Energy Index (399266.SZ) and is characterized by high volatility, with daily price fluctuations potentially reaching 20%, making it a noteworthy investment option in the ChiNext segment [1]

超聚变连续3年入选独角兽企业榜单。图为位于中原科技城的超聚变研发中心及总部基地。受访者供图 时隔一年，独角兽企业在郑州又"聚首"。 6月19日，郑州国际会展中心迎来了2025独角兽企业创新发展大会。这也是独角兽企业创新发展大会连续第二 年在郑州举办。100余家全球独角兽、潜在独角兽企业代表以及50余家金融投资机构代表、200余家河南本土 高成长企业代表等齐聚一堂，共同探讨新质生产力的发展路径与创新合作机遇。 独角兽企业，被誉为新经济发展的"风向标"，一般指成立时间不超过10年，获得过私募投资，估值超过10亿 美元，且具备独有核心技术、独特竞争优势和市场潜力的未上市公司。 当前，新一轮科技革命浪潮奔涌，全球经济结构加速重塑，独角兽企业作为新质生产力的先锋力量，正以创 新为桨，划开新领域新赛道的壮阔蓝海。 河南有行动 选好赛道，多方聚力，独角兽企业、潜在独角兽企业正从河南跑出。 近年来，河南高度重视创新型企业发展，不断完善独角兽企业培育政策，构建了"科技型中小企业—高新技术 企业—雏鹰企业—瞪羚企业—独角兽企业—上市企业"全链条梯次培育体系。郑州市精心制订梯次培育计划， 为重点企业精准赋能，营造了一个"引得来、留 ...

Group 1 - The 2025 Pearl River Delta and Guangdong East-West North Economic Cooperation Investment Conference was held in Guangzhou, resulting in 661 investment projects across various sectors, totaling an investment amount of 302.2 billion yuan [1] - 21 key projects were selected for on-site signing, with a total investment amount of 40.9 billion yuan [1] - Companies such as Zhongchuang Innovation and BYD shared their investment experiences in Guangdong, highlighting the efficient government services and supportive policies that facilitate rapid project execution [1] Group 2 - Ningbo Gaoqi Enterprise Management Consulting Co., Ltd. organized over 30 companies to explore investment opportunities in Guangdong, emphasizing the region's market access and resource advantages [2] - The largest investment project being negotiated by the companies is over 70 billion yuan, indicating strong interest in the region [2] - Yongdao Holdings Group plans to invest 2 billion yuan in building an environmental manufacturing base in Guangdong, citing the region's rich agricultural resources and supportive policies as key factors [2]

● 本报记者张勤峰欧阳剑环连润罗京 资本为发展赋能 "借壳*ST夏新上市，开启新征程；四次资本运作，推动跨越式发展。"厦门象屿（600057）有关负责人 对记者说，自2011年借壳*ST夏新上市以来，厦门象屿在资本市场助力下，完善资源布局，迭代业务模 式，从区域性贸易商发展为国内领先的大宗商品供应链综合服务商。 谈及上市助力公司高质量发展，厦门国贸（600755）有关负责人直言："厦门国贸历史上取得的成绩、 业务的发展及创造的社会价值，与上市后获得资本市场的支持和赋能密不可分。" 上市并不仅仅意味着融资渠道的拓宽，治理规范化、品牌价值增加、国际化拓展加快、竞争力提升…… 资本市场对企业的赋能是多方位的。 2024年全年收入3620.13亿元，研发投入186.07亿元，盈利507.45亿元，分红253.72亿元；2025年5月完成 港股IPO融资356.57亿港元……福建上市公司宁德时代（300750）的一组数字，成为"融资—发展—回 报"良性闭环的鲜活注脚。 在如今的A股市场上，这样的例子越来越多。一大批优质上市公司正以真金白银打破"重融资轻回报"的 陈旧叙事，针对"上市为了什么"给出自己的答案。 要聚焦高质 ...

Group 1 - The report analyzes the development trends and future prospects of the global and Chinese power battery precursor and cathode market from 2025 to 2031 [1][3] - It categorizes power battery precursors and cathodes into several types, including NCA, NMC, natural graphite, synthetic graphite, and others [4][5] - The report provides sales growth trends for different product types and applications, including lithium-ion batteries, nickel-hydrogen batteries, lithium cobalt oxide batteries, lithium manganese oxide batteries, and lithium iron phosphate batteries [4][5] Group 2 - The global power battery precursor and cathode market is expected to see significant growth in capacity, production, and demand from 2020 to 2031 [2][4] - The report forecasts the supply and demand situation, production capacity, output, and utilization rates for the global market [2][4] - It also includes a detailed analysis of the market size and growth trends in major regions, including North America, Europe, China, Japan, Southeast Asia, and India [5][6] Group 3 - The report highlights the market share and sales performance of major manufacturers in the global and Chinese markets, including LG, BASF, and others [6][7] - It provides insights into the production bases, sales regions, competitors, and market positions of key players [6][7] - The analysis includes sales volume, revenue, price trends, and profit margins for these manufacturers from 2020 to 2025 [6][7] Group 4 - The report discusses the competitive landscape of the power battery precursor and cathode industry, including market concentration and competition levels [6][7] - It identifies the top manufacturers and their market shares, as well as the investment and merger activities within the industry [6][7] - The report also examines the industry chain, manufacturing processes, upstream supply conditions, and downstream customer analysis [8][9]

倒计时21天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店 据 最新 爆料， 湖北楚能新能源已涉足整车制造领域 ， 汽车业务部门已有百人规模。 起点锂电求证相关人士， 楚能新能源 造车确实已在 规划中。 进入 2025年，楚能新能源发展势头依旧不减，先后中标中国电建、中核集团、中车集团、中储科技等大型储能项目，同时与特隆美储能签署 5GWh电芯战略合作协议，与英国Immersa签订2.5GWh储能项目合作。据不完全统计，楚能新能源2025储能新增订单已经超过40GWh。 目前，楚能新能源在国内强势打入 "五大六小" 等央企电力集团供应链，建立密切合作关系。国外与数十家海外头部能源企业签约，积极拓展 全球各地市场。 产品方面，在王牌产品 314Ah储能电池的基础上，楚能新能源在今年3月底全球首发了472Ah大容量储能电池。单颗电池标称能量突破至 1510.4Wh，较314Ah电池提升50%、能量密度达195Wh/kg，循环寿命可延长至150 ...