Group 1 - The core viewpoint of the news is the strategic partnership between Zhongchuang Xinhang and GAC Group's Guangdong Gaoyu to advance the development and certification of eVTOL power standardization products [2][4] - The partnership has led to a significant market reaction, with Zhongchuang Xinhang's stock price rising nearly 4% on the second trading day, and Guangdong Gaoyu's AirCab receiving over a thousand intent orders at a unit price of 1.68 million yuan [4] - Guangdong Gaoyu, established in 2024, aims to capture the low-altitude economy market, focusing on the research, production, sales, and operational services of flying cars [4] Group 2 - Zhongchuang Xinhang is providing high-density batteries, with energy density exceeding 300Wh/kg for high nickel/silicon batteries and upcoming mass production of 350Wh/kg semi-solid batteries [6] - The flying car batteries differ from traditional electric vehicle batteries by emphasizing lightweight and high power, with customized batteries for AirCab achieving 6C fast charging [6] - The partnership includes participation in the formulation of national airworthiness standards, with the AirCab currently in the airworthiness certification phase, aiming for mass production by the second half of 2026 [8] Group 3 - The eVTOL market is competitive, with companies like CATL and Sunwoda also developing high-density batteries, indicating a limited technological window of approximately 18 months [8] - The collaboration between Zhongchuang Xinhang and Guangdong Gaoyu may set a precedent for other battery manufacturers and eVTOL manufacturers to seek partnerships, potentially leading to a more organized low-altitude economy industry [10] - This cooperation could enhance China's influence in the formulation of aviation-grade airworthiness regulations, breaking the foreign monopoly on aviation standards and improving international competitiveness in emerging transportation sectors [10]

宁德时代宜春锂矿确认停产 8月11日上午，动力电池巨头宁德时代在互动平台对外确认，公司在宜春项目采矿许可证8月9日到期后已暂 停了开采作业。上述项目何时重启？目前尚无明确时间点。 全球首家机器人4S店亮相北京亦庄 据北京发布，12日，为期5天的2025世界机器人大会即将胜利闭幕。与往届不同，本届大会期间新增了一个 消费场景——全球首家具身智能机器人4S店（ROBOT MALL）面向社会公众正式开放。 淘宝闪购峰值超过了美团 上周，在 "秋天的第一杯奶茶""88会员日""大会员体系""超级星期6" 各种促销活动以及居民楼办公楼商场车 站随处可见的橙色广告的共同推动下，淘宝闪购的日订单量连续在这三天都超过了1亿单。8月8日和8月9 日，这两天淘宝闪购的日订单量份额首次超过了美团。 广州：加强对区块链、人工智能等关键数字服务机构的招商引资力度 深圳华强在机构调研时表示，电子元器件的价格在2023年和2024年经历了两年的下行，大部分电子元器件的 价格已经处于底部，而且这几年激烈的价格竞争，不断推动上游芯片设计行业加速洗牌和过剩产能出清进 程。 华为乾崑智驾搭载量达100万辆 广州市人民政府近日印发《关于贯彻落实金融 ...

Core Viewpoint - The company views solid-state batteries as the future direction of the power battery industry, emphasizing their intrinsic safety and high energy density [2]. Group 1: Industry Development - The low-altitude economy and embodied intelligence are emerging industries that are rapidly developing, significantly increasing performance requirements for power batteries, which is expected to open up vast incremental market opportunities [2]. - The company has completed sample delivery of sulfide all-solid-state batteries to a leading humanoid robot client and is in ongoing discussions with several other leading humanoid robot companies regarding solid-state battery needs, with current progress being smooth [2]. Group 2: Company Strategy - The company is actively engaging with top humanoid robot manufacturers to meet the demand for solid-state batteries, indicating a strategic focus on innovation and collaboration within the industry [2].

证券时报·数据宝统计显示，宁德时代今日收盘价为273.60元，上涨3.93%，日换手率为0.93%，成交额 为106.61亿元，全天主力资金净流入14.60亿元，近5日该股累计上涨3.25%，近5日资金合计净流入8.99 亿元。 两融数据显示，该股最新融资余额为86.20亿元，近5日增加3.92亿元，增幅为4.76%。 机构评级来看，近5日共有5家机构给予该股评级，预计目标价最高的是国投证券，8月13日国投证券发 布的研报预计公司目标价为364.18元。（数据宝） 8月13日宁德时代大宗交易一览 宁德时代8月13日大宗交易平台出现一笔成交，成交量26.40万股，成交金额7223.04万元，大宗交易成交 价为273.60元。该笔交易的买卖双方均为机构专用席位。 进一步统计，近3个月内该股累计发生42笔大宗交易，合计成交金额为16.26亿元。 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 部 | 部 | | 26.40 | 7223. ...

8月13日，沪深两市成交额合计2.15万亿元，较上一交易日放量约2694.17亿元。其中，沪市成交额 8870.23亿元，深市成交额1.26万亿元。东方财富成交额居首，为203.82亿元。其后是新易盛、中际旭 创、寒武纪-U、宁德时代，成交额分别为135.29亿元、132.74亿元、113.55亿元、106.61亿元。 ...

本文首发于公众号"公募排排网"。（点击↑↑上图查看详情） 导语 以下文章来源于公募排排网 ，作者康波 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 随着2025年2季报落下帷幕，公募基金市场的格局与动向逐渐清晰。 易方达以超 2.1万亿元的管理规模稳居榜首，紧随其后的是华夏基金，其 规模也突破了2万亿元大关。广发基金 则以1.49万亿元的规模排名第三。 南方基金、天弘基金、富国基金、嘉实基金、博时基金、汇添富基 金和鹏华基金 分列第四至第十位。 （ 点此查看2025年2季度基金公司最新规模变化情况 ） | 序号 | 意急公司 | 资产合计(亿元) | 合并 | 最新的 (分开) | 公司性质 | 成立日期 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 易方达基金管理有限公司 | 21010.47 | 442 | 782 | 居喜变亦 | 2001-04-17 | | 2 | 华夏基金管理有限公司 | 20314.83 | 483 | 864 | 中外合资经营企业 | 1998-04-09 | | 3 | 发基金管理有 ...

没有股票账户的投资者可关注国泰中证港股通科技ETF发起联接A（015739），国泰中证港股通科技 ETF发起联接C（015740）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 国泰海通证券指出，近期港股通科技行业呈现多领域协同发展态势。汽车行业在车企促销及投资收益增 长推动下，6月利润同比大幅增长96.8%；新能源汽车金融保持强劲，2024年末贷款余额同比增长 23.44%。智能汽车领域创新活跃，吉利发布行业首个智能体座舱并实现端到端语音大模型量产上车， 理想i8全球首搭VLA司机大模型，具备多模态交互和场景化驾驶能力。动力电池产业链价格震荡，碳酸 锂8月1日报7.13万元/吨，下游维持观望。政策层面，中央强调依法治理无序竞争并推进产能治理，同 时加速培育新兴支柱产业。科技企业融资活跃，宁德时代智能获数十亿元A轮融资，估值超百亿元，聚 焦滑板 ...

Group 1: Lexin Group (乐信集团) - The company is experiencing a continuous improvement in profitability, with a significant year-on-year net profit growth of 126% in Q2 2025, reaching 511 million yuan, and a quarter-on-quarter increase of 19% [1][2] - The improvement in profitability is primarily attributed to a decrease in provisioning expenses and an increase in revenue, with the net take rate reaching 1.92%, up 34 basis points quarter-on-quarter [2] - The company maintains a buy rating with a target price of $11.80, indicating a potential upside of 73.5% from the current price of $6.80 [1][2] Group 2: Legend Biotech (传奇生物) - The company reported adjusted earnings in Q2 2025, with Carvykti sales reaching $439 million, marking a 19% year-on-year and 136% quarter-on-quarter increase, setting a new record for CAR-T therapy sales in a single quarter [8][9] - Despite a net loss of $125 million, the company achieved adjusted net profit of $10 million after excluding non-operating items, indicating a turnaround from previous losses [8] - The target price has been raised to $74, reflecting a potential upside of 100% from the current price of $37 [8][9] Group 3: Rui Pu Lan Jun (瑞浦兰钧) - The company experienced a 25% revenue growth in the first half of 2025, with sales of lithium battery products doubling year-on-year to 32.4 GWh [10][11] - Gross margin improved significantly, rising by 5.9 percentage points to 8.5%, while net loss decreased by 85% to 65.32 million yuan [10] - The target price has been adjusted to 15.46 HKD, indicating a potential upside of 33.8% from the current price of 11.55 HKD [10][11] Group 4: Battery Industry - In July 2025, the growth rate of battery installations slowed, with a total of 55.9 GWh installed, reflecting a year-on-year increase of 34.3% but a month-on-month decrease of 4% [14][15] - Battery exports remained robust, with July exports reaching 23.2 GWh, a year-on-year increase of 35.4%, despite a month-on-month decline of 4.7% [15] - The supply-demand balance is expected to support lithium prices, especially with the suspension of operations at a key lithium mine [15]

Group 1: Company Performance - Zhongchuang Innovation (03931.HK) announced a profit increase of 70% to 90% for the first half of 2025, with net profit expected to reach between 710 million RMB and 790 million RMB, potentially exceeding the 75.4% growth seen in Q1 [1] - In Q1 2025, the total revenue of Zhongchuang Innovation grew approximately 42% to 6.9 billion RMB, with stable sales prices for power batteries despite market price declines [1] - The company achieved a power battery installation volume of 19.5 GWh in China for the first half of 2025, marking a year-on-year increase of 40.7% and a significant market share rise to 7.5% by June [1] Group 2: Industry Trends - China's power battery sales volume reached approximately 485.5 GWh in the first half of 2025, a year-on-year increase of 51.6%, with lithium iron phosphate and ternary battery sales at 354.8 GWh and 129.8 GWh respectively [2] - The demand for power batteries is primarily driven by the growth in new energy vehicle sales, which increased by 33.3% year-on-year to 5.468 million units in 2025 [2] - The penetration rate of new energy vehicles rose to 53.3% in June, with new force brands maintaining a retail share of around 20% [2] Group 3: Energy Storage Business - Zhongchuang Innovation's energy storage business is experiencing stable growth, with significant monthly shipment increases and a target of 45 GWh for annual shipments [3] - The growth of energy storage battery shipments is currently limited by production capacity, but improvements in capacity release and direct supply ratios are expected to sustain high growth rates [3] - The company anticipates further profit margin improvements due to increased shipment volumes and stable pricing, with larger new projects expected to enhance profit levels in 2026-2027 [3]

孚能科技（688567.SH）8月12日在投资者互动平台表示，公司已与奔驰、TOGG、Mahindra Group 等海 外车企业形成合作，半固态电池已商业化交付美国头部eVTOL客户，国际化程度位于行业前列。据中 国汽车动力电池产业创新联盟统计，公司2024 年度动力电池出口销量位居全国第三。目前，公司合资 公司 Siro 已在土耳其建成投产 6GWh 产线，当前产能爬坡已基本完成，形成对欧洲、中东、非洲业务 的支持和辐射能力。未来，公司将进一步加强SPS 产品的海外市场拓展工作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司海外客户有哪些？未来，海外发展规划怎样？ ...