● 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 ...

转自：中国质量报 四川省宜宾市翠屏区位于四川盆地南部，被誉为"万里长江第一城""中国白酒之都""中国动力电池之都"，先后获评全国工业百强区、全国创新百强区、全国 百强区。近年来，翠屏区深入贯彻落实《质量强国建设纲要》，大力实施质量强区战略，持续开展质量提升行动，以新质生产力铸就高质量发展新优势。 坚持党政主导 高效协同推进质量强区 围绕质量强县工作部署，四川制定了质量强县（区）目标任务和实施方案，分级建立培育清单，梳理细化评估指标。翠屏区贯彻市场监管总局、四川省市场 监管局部署，统筹各方共同发力建设质量强区。 坚持党政统筹。翠屏区委、区政府建立质量研究与调度工作机制，将质量工作编入"十四五"规划，出台质量强区责任方案，纳入经济社会发展综合考核，考 核结果作为党政领导干部综合评议重要依据。 坚持对标培育。建立"双挂帅"领导机制，组织开展质量强区指标统计、测算和系统分析，梳理出15项短板弱项，明确区领导牵头落实。 2024年11月21日，翠屏区委副书记、区长李刚在湖南长沙召开的全国质量强县（区、镇）培育建设经验交流现场推进会上作交流发言。 □ 李 刚 强化全链带动 高标准建设产业生态圈 强化标杆带动。成功培育各级 ...

Group 1 - The "Investment Chengdu" Global Investment Conference highlighted significant projects, including the signing of the "Star Calculation Plan" global headquarters and major funding for the aviation industry [1] - Chengdu Investment Group's investment of 1 billion yuan in the aviation engine company aims to enhance local industry capabilities and support the development of high-end aviation equipment [1] - The group has implemented over 60 major industrial projects, attracting a total investment of approximately 400 billion yuan, contributing to the modernization of the local industrial system [1][6] Group 2 - The electronic information industry is a key focus for Chengdu, with efforts to attract major companies in the semiconductor sector to address challenges in chip production [2] - Chengdu Investment Group has successfully established a Micro-LED production line, marking a significant advancement in next-generation display technology [2] - The group is actively involved in national funds to support major projects, with over 10 billion yuan expected to be reinvested in Chengdu [2] Group 3 - The equipment manufacturing sector is crucial for the economy, with Chengdu Investment Group supporting local companies in the aerospace industry and promoting the development of high-end power equipment [3] - A new manufacturing center for turbine and engine core equipment is under construction, expected to produce 100 units annually and generate over 5 billion yuan in annual output [3] Group 4 - Chengdu Investment Group is driving the green transformation of industries, focusing on lithium battery production and clean energy initiatives [5] - The group has attracted leading companies in the battery sector and is investing in hydrogen energy projects to support the development of a world-class lithium battery industry [5] Group 5 - Chengdu Investment Group has invested in various innovative projects in the low-altitude and commercial space sectors, enhancing the city's competitiveness in these emerging industries [5] - The successful launch of the world's first space computing constellation by Guoxing Aerospace signifies Chengdu's advancements in commercial space [4][5] Group 6 - The group is focused on nurturing long-term capital and has plans to establish a third phase of its industrial fund to support major industrial projects [6] - Chengdu Investment Group aims to optimize the local industrial system, promoting collaboration across various sectors and enhancing the overall economic landscape [6]

17日，三大股指盘中窄幅震荡整理，科创50指数一度跌超1%。截至收盘，沪指微跌0.04%报3387.4点， 深证成指跌0.12%报10151.43点，创业板指跌0.36%报2049.94点，科创50指数跌0.8%，沪深北三市合计 成交12373亿元，成交额较此前一日小幅萎缩。行业方面，医药、传媒、纺织服装、汽车等板块走低， 石油、航运板块强势，电力、家电、半导体、券商等板块上扬，人脑工程概念爆发，核污染防治、农 药、AI眼镜概念等活跃。 东莞证券表示，指数3400点上方仍有较大压力，多空双方存在分歧，区间震荡或成主基调，但市场整体 仍属良性范畴，回调或带来布局机会。中期受益于经济韧性与潜在政策支持，市场有望重拾升势。中长 期看，预计市场将呈现渐进式修复向上态势，配置上可聚焦科技、内需等主线，并适度配置高股息资产 以平滑波动。 今日投资机会解析 多因素拉动风电行业景气度 根据风芒能源公众号，近日，国家电投2025年第二批陆上风电机组规模化采购开标，本次竞标除标段 5、6外，标段平均价格均超2000元/kW。根据风电头条公众号，该价格相对2024年8月风机中标价低点 涨幅超过15%，再次佐证了国内风机板块自202 ...

Group 1 - The innovative drug sector has become a hot investment area, with approximately 30 new pharmaceutical-themed funds reported in the second quarter, matching the total for the entire year of 2024 [1] - The valuation of the pharmaceutical industry is considered high but not in a bubble phase, with potential for continued value increase as clinical data improves [1] - Dividend-themed funds are gaining traction as safe-haven investments, with several ETFs reaching record high shares, indicating their growing allocation value [1] Group 2 - Active equity funds are experiencing significant net value fluctuations, indicating that fund managers are beginning to build positions, with some funds ending their issuance early due to favorable entry points [2] - Multiple companies have announced share buyback plans, with a total buyback amount of 71.71 billion yuan this year, reflecting a commitment to shareholder value [2] Group 3 - Hong Kong's IPO financing has surged over 500% year-on-year, totaling 779.88 billion HKD, driven by favorable policies and market conditions [3] - The production of 3D printing equipment has increased by 40% year-on-year, outpacing other sectors, attributed to rising demand and improved technology [3] Group 4 - A new stringent battery safety regulation will shift the focus from energy density to safety performance, impacting major battery manufacturers like CATL and BYD [4] - The payment industry is witnessing a concentration of market share among larger players, while smaller firms face market exit and regulatory challenges [4] Group 5 - Chinese scientists have made advancements in developing an efficient "artificial leaf" for solar hydrogen production, enhancing the efficiency of water-splitting reactions [5] - JD.com plans to apply for stablecoin licenses in major currency countries to reduce cross-border payment costs significantly [5] Group 6 - Yunda Express has faced penalties related to a fraud case, with 58 franchise outlets fined or suspended for regulatory violations [6] - Baoneng Auto has denied rumors of dissolution, asserting that operations are normal and new vehicles are set to launch [7] Group 7 - Fuwai Group has passed the Hong Kong Stock Exchange hearing, aiming for an IPO after previous unsuccessful attempts, with significant losses reported [7] - Anshun Xixiu Industrial Investment has been listed as an executor due to a rental contract liability amounting to 212.6 million yuan [8] Group 8 - Tianwei Video has completed the acquisition of a 70% stake in Tianqing Digital for 84.28 million yuan, integrating it into its financial reports [9] - Weichuang Electric has set an inquiry transfer price of 38.79 yuan per share, with significant interest from institutional investors [10] Group 9 - Baoxin Technology's subsidiary's planned acquisition of a 40% stake in Jiangsu Yingsu has been halted due to the counterparty's unilateral termination [11]

Core Viewpoint - The newly released national standard for electric vehicle batteries, known as the "strictest battery safety regulation in history," emphasizes the requirement for batteries to not catch fire or explode after thermal runaway, marking a shift from a focus on range to safety in the industry [1][2]. Group 1: New National Standard - The new national standard (GB38031-2025) will be implemented on July 1, 2026, and introduces mandatory safety requirements for batteries, including the ability to withstand thermal runaway without igniting or exploding [2][3]. - Compared to the 2020 version, the new standard includes additional testing requirements such as fast charging cycle safety tests and impact tests for battery packs [2][3]. - The new standard aims to reduce the probability of battery fires by enhancing testing protocols and safety measures, thus protecting consumer safety [2][3]. Group 2: Industry Impact - The introduction of the new standard is expected to raise industry entry barriers, accelerate the exit of low-end production capacity, and concentrate market resources among leading companies like CATL, BYD, and others [1][4]. - Companies that prioritize research and quality are anticipated to gain more growth opportunities as safety becomes a core competitive advantage [8]. - The new standard is seen as a "value reconstruction" in the standard system, shifting the focus from energy density to safety performance [3][8]. Group 3: Company Responses - Leading battery manufacturers, including CATL and BYD, have announced compliance with the new standards, with CATL being the first to meet the requirements [4]. - Companies like Xinwangda and others have also confirmed that their products meet or exceed the new safety standards, indicating a proactive approach to safety [4]. Group 4: Future Trends - The new standard is expected to accelerate the demand for solid-state batteries and sodium batteries, which are considered safer alternatives to traditional lithium batteries [6][8]. - The industry is likely to see a shift towards quality over price, as the new regulations may eliminate low-quality competitors and enhance the overall safety of battery technology [7][8].

Overview - The company, Hezhong Technology Co., Ltd., has approved a guarantee amount exceeding 100% of its latest audited net assets, which raises potential risks for investors [1] Guarantee Situation - The company has agreed to provide a joint liability guarantee of up to 1.8 billion RMB for its subsidiary, Hunan Yacheng New Energy Co., Ltd. The guarantee includes existing and future guarantees, effective from the date of approval by the shareholders' meeting [1][2] - As of the latest updates, the company has utilized a total of 500 million RMB and 1.44 billion RMB from the approved guarantee amount [2] Financial Performance - The total assets of the company are reported at approximately 291.59 billion RMB, with total liabilities of about 201.68 billion RMB, resulting in net assets of approximately 89.91 billion RMB [3] - The company reported an operating income of approximately 109.02 billion RMB, but a net loss of about 22.34 billion RMB [3] Guarantee Usage Details - The company has provided guarantees for Hunan Yacheng, which has a debt not exceeding 90 million RMB to Changsha Rural Commercial Bank [2][4] - The total external guarantees provided by the company and its subsidiaries amount to approximately 275.36 billion RMB, which is 242.91% of the company's latest audited net assets [5] Guarantee Contract Terms - The guarantee period is set for three years from the debt maturity date, with provisions for extension if the debt is restructured [5] - In case of default by the debtor or guarantor, the creditor has the right to declare the debt due immediately [5] Additional Information - The company has three overdue loans totaling approximately 37.09 million RMB, which represents 3.31% of the company's latest audited net assets [5]

Core Insights - Envision Energy has launched its 46-series cylindrical battery, which has been delivered to the U.S. for BMW's global electric platform models [1] - The 4680 battery, initially announced by Tesla in 2020, is expected to reduce manufacturing costs by approximately 20%, equipment investment costs by 35%, and factory footprint by 70% [1] - The automotive industry, including companies like BMW, Volvo, and NIO, is increasingly investing in cylindrical battery technology, with BMW being one of the few to persist with this approach [1] Group 1 - The 46-series cylindrical battery features a maximum energy density of approximately 310Wh/kg, which is about 20% higher than the batteries currently used by BMW, resulting in a 30% increase in vehicle range [2] - This battery supports fast charging technology, allowing for a 10%-80% charge in just 10 minutes, and has enhanced safety features to reduce thermal runaway risks [2] - The 46-series battery is compatible with a voltage range of 400-1000V, covering all vehicle classes from A to D, which helps lower development costs and timelines [2] Group 2 - Future BMW models equipped with the 46-series battery include the global X7 and X3, as well as the North American and Latin American X5 and X6 models [2] - To ensure timely delivery of these models, Envision Energy has established a more efficient production line at its Hebei Cangzhou super factory, set to begin mass production in the second half of this year [2]