倒计时1天 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点储能、起点研究院SPIR 赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 海辰储能/瑞浦兰钧/鹏辉能源/国轩吉泰美/创明新能源/德赛电池/先导智能/亿纬锂能/移族/新日股份/ 弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电源/昆仑化学/星翼能源 /汇创新能源 /力通威 等 当前，楚能新能源正在加速构建 "一全球总部、两研发中心、四大生产基地"的立体化战略格局，其中 四大生产基地分别位于 孝感、武汉、宜 昌、襄阳 ...

盟固利公告称，公司及子公司拟开展商品期货及衍生品套期保值业务，以降低原材料碳酸锂价格波动风 险。交易最高保证金额度不超4320万元，预计任一交易日持有的最高合约价值不超4亿元，额度可循环 使用。资金为自有资金，交易期限自股东会审议通过之日起12个月内有效。该议案已通过董事会审议， 尚需股东会审议。公司制定了相关管理制度和风险控制措施，保荐人认为业务合理必要、风险可控，对 此次事项无异议。 ...

赣锋锂业在互动平台表示，公司储能电芯产能目前处于满产状态。 ...

格隆汇12月17日丨赣锋锂业(002460.SZ)在互动平台表示，公司固态电池已应用于知名无人机及eVTOL 企业。 ...

格隆汇12月17日丨赣锋锂业(002460.SZ)在互动平台表示，公司已与知名无人机及eVTOL企业达成合 作，相关电池样品已进入适航认证流程，并为头部客户定制开发的高比能电芯通过了民航局的制造符合 性审查，进入实质性的商业合作与市场拓展阶段。 ...

编辑：何颖曦 盘面上，芯片概念午后爆发，英维克、环旭电子、长飞光纤等多股涨停；锂电池概念大涨，盛新锂 能、大中矿业等涨停；沐曦股份上市首日收涨692.95%，股价报829.9元/股。另外，零售概念、保险、 旅游、证券等板块涨幅居前，海南自贸概念、商业航天概念、造纸、煤炭等板块跌幅居前。 中国经济周刊-经济网讯 截至收盘，上证指数报3870.28点，涨幅1.19%，成交额7668.21亿元；深证 成指报13224.51点，涨幅2.40%，成交额10443.25亿元；创业板指报3175.91点，涨幅3.39%，成交额 4885.38亿元。 ...

Group 1: Cooling and Communication Technologies - Hongsheng Co. has developed cooling distribution units (CDUs) and inter-row air conditioning systems that are now being applied in data center liquid cooling systems [2] - Tongding Interconnection focuses on the optical communication industry, having established a complete industrial chain covering preform rods, optical fibers, optical cables, communication cables, and equipment [2] - Longfly Fiber is a leading company in the global fiber optic cable industry, with advanced hollow core technology and successful bids in related projects [2] - Lian Technology specializes in the research, production, and sales of optical communication transceiver modules [2] - LightSpeed Technology is a leader in optical modules, with ByteDance as a significant client, and has launched a 1.6T silicon optical module [2] Group 2: Lithium Battery and Mining - Yichun has canceled 27 mining rights, leading to a surge in lithium carbonate futures [2] - Jinyuan Co. has established a circular economy system in the new energy materials sector, with lithium resource layouts in Tibet and Argentina, and has completed a production line capable of producing 2,000 tons of lithium carbonate annually [2] - Dazhong Mining's subsidiary has obtained a mining license for a lithium mine in Hunan, with a resource amount of 490 million tons, equivalent to approximately 3.2443 million tons of lithium carbonate [3] - Shengxin Lithium Energy's SDLA salt lake project in Argentina has an annual production capacity of 2,500 tons of lithium carbonate equivalent [3] Group 3: PCB and Electronic Materials - Ping An Electric's electronic cloth is widely used in automotive electronics, consumer electronics, smartphones, AI, and data centers [2] - Jiangnan New Materials produces core products including copper balls and copper oxide powder, which are used in PCB copper plating [2] - Shenzhen South Circuit is a leading domestic IC carrier board manufacturer, with a 37.75% year-on-year increase in net profit [2] Group 4: Consumer and Tourism - The Central Financial Office has prioritized expanding domestic demand as a key task for the coming year [2] - Nanjing Tourism Group's listed company focuses on tourism business, primarily through its subsidiary Qinhuai Scenic Area [2] - Qujiang Cultural Tourism is involved in the development of historical cultural scenic spots, including several national 5A scenic areas [2] Group 5: Aerospace and Robotics - Elon Musk hinted that SpaceX might conduct an IPO next year, with a potential valuation of $1.5 trillion [4] - Hong Kong Technology's subsidiary has signed a cooperation agreement for a South American project with a global satellite company [4] - The first mass production project for steer-by-wire technology is expected to begin in the second half of 2026, targeting L3+ smart driving vehicles [5]

2025.12. 17 本文字数：1191，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日涨超1% 截至午盘，沪指涨0.17%，深成指涨0.83%，创业板指涨1.21%。 盘面上，锂电池产业链强势，CPO概念股反复活跃，航空、有色金属涨幅居前。商业航天、海南自 贸区等题材调整。新股沐曦股份半日大涨近700%，总市值一度超摩尔线程。 | 板块名称 | 涨幅量 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 能源金属 | +3.62% | -0.32% | | | 旅游及酒店 | +2.33% | +0.02% | 2 | | 机场航运 | +1.83% | -0.04% | | | 医药商业 | +1.78% | +0.12% | - | | 小金属 | +1.70% | -0.24% | | | 申沁 | +1.59% | -0.03% | - | | 金属铅 | +1.55% | -0.12% | | | 金属钻 | +1.44% | -0.13% | = | | 同花顺果指数 | +1.31% | +0.08% | 1 | | 贵金属 | + ...

交银国际发表研究报告指，11月内地动力电池装车量延续增长，出口维持稳健。根据中国汽车动力电池 产业创新联盟数据，2025年11月内地动力电池装车量93.5 GWh，按年增长39.2%，按月增长11.2%。该 行指，12月电池环节排产按月延续增长，建议关注锂电板块近期调整后的配置机遇。当前行业基本面稳 健、排产持续向上，板块阶段性回调或为布局提供窗口。个股方面，该行建议关注具有成本和技术优 势，以及出海布局领先的宁德时代。 ...

2）12月，宜春市自然资源局发布《关于拟公告注销27个采矿权的公示》，拟注销27宗采矿权，涉及江特电机等企业旗下含锂矿山，引发市场对锂矿供给收 缩的预期； 一、行情 12月17日，锂电池板块迎来逆势走强，金圆股份、天际股份涨停，天华新能、德福科技、大中矿业、盛新锂能、华盛锂电等集体大涨。 | 锂电池 | +1.16% | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 理由 | | 宜春27宗采矿权注销,碳酸锂期货大涨 | | | | | | | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值 = | 解读 | | | | | | | | | 公司新能源材料业务构建了上游锂资源 | | 美圆股份 000546.SZ | 4天2板 | 6.75 | +9.93% | 09:33:30 | 8.43% | 47.03 Z | 池回收利用为一体的循环经济体系，已 根廷卡塔马卡省、萨尔塔省布局锂资源 | | | | | | | | | 年产2000吨碳酸锂产线的建设 | | | | | | | ...