从个股情况来看，截至一季度末，北向资金十大重仓股分别为宁德时代、贵州茅台、美的集团、招商银 行、比亚迪、长江电力、汇川技术、中国平安、迈瑞医疗、紫金矿业。其中，北向资金对宁德时代持仓 市值超1400亿元，对贵州茅台持仓市值超过1200亿元，对美的集团持仓市值近900亿元。 以下文章来源于财经图解 ，作者乘桴于海 财经图解 . 财经大事早知道，关注东方财富股票！ 最新数据显示，截至2025年一季度末，北向资金共持有3393只A股，合计持股量1198.05亿股，持股市值 2.24万亿元。相较去年末，北向资金持仓市值增加了约286亿元。 免责声明 文章转载自公众号"图解财经"，以上观点来自相关机构，不代表天天基金的观点，不对观点 的准确性和完整性做任何保证。收益率数据仅供参考，过往业绩和走势风格不预示未来表 ↓ 点击"阅读原文" 快速开通天天基金交易账户， 当天开户当天可买基金！ 分享、点赞、在看 顺手三连越来越有钱 从持仓市值变动来看，一季度北向资金持仓市值增加超过10亿元的公司共计39家。从市值增加的原因来 看，主要源于两方面。一是增持，二是股价上涨，持仓市值增加居前的股票，大部分两者兼有。 具体来看，一季度北 ...

据悉，神炼电池4.0支持无线 BMS、智能温控、AI 能量管理、热电分离、CTB、6C超充，宣称"让电池安全更智能"。 4月7日，在上汽通用五菱技术进化日活动上，除神炼电池3.0外，五菱还带来了神炼电池4.0。同时，全球首款6C高锰电池神炼电池M亮相。 6C高锰电池神炼电池M具备高安全、高性能、长续航、长寿命特性，号称"全民普及纯电续航超 1000km"。 （来源：IT之家） | 往 | 期 回 顾 | | | --- | --- | --- | | ｜ | | 01 宁德时代/比亚迪供应商上市在即！ | | ｜ 02 | | 宁德时代配套6大新车 | | 03 | ｜ | 亿纬锂能30GWh项目"获批" | | ｜ | | 2025起点轻型动力及两轮车换电大会7月10-11日无锡 | | 04 | 举办 | | are 全球领导 的电子 2 2 2 台 服 务 内 容 FT 品牌服务 研究咨询 资本服务 政府服务 品牌 论坛 研究 数据 融资 Ibo 规划 招商 宣传 报告 调研 咨询 报告 服务 展会 服务 雷 销 会员 品牌 旋滑 豐拔 国专 政府 投资 定位 顾问 顾问 合作咨询 邱先生 189 38 ...

4月8日，宁德时代官方平台发布，2025年3月份，共有6款新车搭载了宁德时代电池，其中 3款搭载 骁遥增混电池、2款搭载 麒麟电池、1款 搭载 神行超充电池。 具体来看 阿维塔06增程版 ，搭载宁德时代骁遥超级增混电池，CLTC纯电续航220km，SoC从30%充至80%仅需 10分钟； 广汽昊铂HL增 程版 ， 搭载宁德时代骁遥超级增混电池，CLTC纯电续航350km， SoC从30% 充至80%仅需 10分钟； 领克900 ， 搭载宁德时代骁遥超 级增混电池，CLTC纯电续航280km， SoC从20%充至80%仅需 17分钟。 最新数据显示，1-2月宁德时代国内动力电池装机量为33.68GWh，市占率达到45.8%。 其中分材料类型看，宁德时代1-2月三元电池装机量市场份额达到73%；磷酸铁锂电池装机量市场份额达到38.9%，均位于行业第一。 分车型来看， 宁德时代1-2月新能源乘用车装机量达到27.18 GWh，市占率44.43%；新能源商用车装机量达到6.5 GWh， 市占率 52.17%，同样拿下双第一。 限量联名版阿维塔012 ，搭载宁德时代麒麟电池， CLTC纯电续航650 km， SoC从3 ...

Core Viewpoint - QuantumScape, once a high-flying stock with a market cap nearing $50 billion, has seen its shares plummet to $4, reflecting significant challenges in maintaining its competitive edge in the electric vehicle battery market [1][2]. Financial Metrics - Investors are encouraged to focus on three key financial metrics: available cash, average share totals, and net income, to assess QuantumScape's potential for recovery and growth [2][4]. Product Advantage - QuantumScape's QSE-5 solid-state batteries offer superior energy density and charging times compared to current technologies, positioning the company to benefit from the anticipated growth in electric vehicle demand [3]. Competitive Landscape - Major automakers and startups are developing their own battery solutions, increasing competition in the market, which poses a challenge for QuantumScape despite its current technological advantages [4]. R&D Investment - In response to competitive pressures, QuantumScape has more than doubled its R&D budget since 2021, but this has led to significant cash burn and widening net losses [5]. Financial Health - While QuantumScape is not on the brink of bankruptcy, it may face difficult decisions regarding taking on debt, diluting shareholders, or cutting R&D spending to manage its financial situation [6].

机器人赛道或将再度刺激" 锂电池装机量"上涨。 起点锂电获悉， 赣锋锂业旗下公司新余赣锋电子推出智能全地形机器人电池解决方案，该机器人电池高能量密度高，具备 7C 放电能力和 15 公里续航里程，可持续放电 3 小时以上 ，整套解决方案采用轻量化电池结构 + 提拉式设计，可让机器人充分适应各种场景，其直充、换电等 多种充电方式也能满足不同场景下的需求。 该电池还配备了三维安全防护体系，分别是结构防护 - 电化学防护 - 智能监测，保障极端场景稳定性，电池外壳采用高强度塑钢材料同时配 备 IP67 防水密封，电芯还会搭载防浮充保护模块用于延长寿命，还有 5 颗 NTC 传感器用于检测电池包内部，适温范围 -20 ℃至 55 ℃之 间。 赣锋电池在 AGV 机器人、 AMR 机器人 等领域有丰富经验， 此次推出 新品集合过去之大成，可充分适应 长时间巡逻、高强度作业、工业 产线 等场景， 配备自研 BMS 方案， 让 电池 SOC 精度 控制在 3%-5% 之间 ，顺利通过 UL1642 、 IEC62133 等标准认证，已与国内 多家机器人厂商达成合作，目前 产能为 一天 600 套机。 01 多家锂电池企业布 ...

Core Insights - The future 15 years are critical for determining the new global economic order [3] - Growth will be highly concentrated in a few "arena" industries rather than being evenly distributed [4] - The top 12 performing sectors from 2005 to 2020 accounted for half of global economic profits by 2020, leading to the emergence of numerous companies with market capitalizations exceeding $50 billion [4] Group 1: Key Drivers of "Arenas" - "Arenas" are defined as dynamic ecosystems characterized by high growth and high vitality, driven by technological breakthroughs, investment upgrades, and market expansion [7] - The rise of these "super tracks" is fueled by three deep-seated forces: 1. Technological and business model transformations, such as cloud computing, AI, and autonomous driving, fundamentally reshape products and services [8] 2. Gradual investment opportunities that yield significant returns and sustained competitive advantages through technological upgrades and data accumulation [9] 3. Massive or emerging market demands driven by global digitalization and energy transitions [10] Group 2: Competitive Landscape - The coupling of these three forces creates a positive feedback mechanism, leading to an "upgrading competition model" where companies must continuously invest to avoid obsolescence [11] - The report identifies 18 key arenas poised for growth, including: 1. E-commerce, projected to reach a retail market penetration of 27% to 38% by 2040, up from approximately 20% [15] 2. Electric vehicles, expected to account for over 50% of global passenger car sales by 2040 [17] 3. Cloud services, with a compound annual growth rate of 17% from 2005 to 2020 [19] 4. Semiconductors, anticipated to grow at 6%-8% annually over the next decade [21] 5. AI software and services, among others [23] Group 3: Emerging Sectors - The report highlights additional sectors such as digital advertising, streaming video, shared autonomous vehicles, and the space economy, all of which are experiencing significant growth [25][27][29][31] - Cybersecurity is increasingly viewed as a strategic investment area due to the rising costs associated with cyberattacks [33] - The battery market is projected to see electric vehicles dominate with an 80% share by 2040, driven by advancements in battery technology [35] - The gaming industry is expected to see 40% of the global population as gamers by 2030, indicating a shift towards content industrialization and social immersion [36] Group 4: Strategic Implications - The key insight from McKinsey's report is that future competitiveness will depend on the structure of these arenas rather than traditional industry labels [47] - For entrepreneurs, the challenge lies in entering the right arena and building a compounding mechanism [47] - Investors should shift their decision-making logic from selecting companies to betting on arena structures [47] - Policymakers and developers must focus on creating ecosystems that can nurture future arenas, which is becoming a more valuable strategic task than mere investment attraction [47]

KULR Technology Group, Inc. (NYSE:KULR) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Stuart Smith - Investor Relations Michael Mo - Chief Executive Officer Shawn Canter - Chief Financial Officer Conference Call Participants Operator Good afternoon, and thank you for joining us for the KULR Technology Group Fourth Quarter and Full-Year 2024 Earnings Call. Joining me on the call today will be Michael Mo, the Chief Executive Officer of the company; as well as Shawn Canter, th ...

Core Viewpoint - Toyota is adapting to the electrification pace in China, launching the GAC Toyota Platinum 3X, its first fully electric SUV, with a high localization rate in its supply chain [2][4]. Group 1: Product Launch and Market Response - The GAC Toyota Platinum 3X received over 10,000 orders within the first hour of its launch, indicating strong market demand [3]. - The vehicle features a supply chain composed of top global and domestic companies, including Qualcomm, NVIDIA, and leading Chinese firms in autonomous driving and lidar technology [3][4]. Group 2: Battery Technology and Partnerships - The Platinum 3X utilizes battery technology from CATL, which is recognized for its scale and cost-effectiveness, crucial for meeting the demands of the Chinese market [4][5]. - CATL has previously collaborated with other Japanese automakers, showcasing its established reputation in battery technology [6]. Group 3: Global Expansion and Market Strategy - CATL's battery shipments are projected to reach 20 GWh in Q1 2025, with a year-on-year increase of nearly 150%, indicating significant growth in both domestic and international markets [7]. - The partnership with GAC Toyota allows CATL to enhance its international brand image and penetrate other global markets, moving beyond merely selling products to deeper brand collaborations [9]. Group 4: Supply Chain Integration and Competitive Advantage - The collaboration between GAC Toyota and CATL is expected to provide both companies with technological and cost advantages, facilitating Toyota's electrification transition [8]. - The integration of global supply chains is becoming increasingly important for companies to enhance their competitive edge in the market [9].

★ 宏观动态 ★ 2月我国动力电池销量为66.9GWh 同比增长98.8% 中国汽车动力电池产业创新联盟发布2025年2月动力电池月度信息。销量方面，2月，我国动力和其他电池销量 为90.0GWh，环比增长12.0%，同比增长140.7%。其中，动力电池销量为66.9GWh，占总销量74.3%，环比增 长6.4%，同比增长98.8%；其他电池销量为23.1GWh，占总销量25.7%，环比增长32.2%，同比大幅增长。1 — 2月，我国动力和其他电池累计销量为170.4GWh，同比增长80.3%。其中，动力电池累计销量为129.8GWh，占 总销量76.2%，同比增长54.3%；其他电池累计销量为40.6GWh，占总销量23.8%，同比增长291.1%。 2月我国动力电池装车量34.9GWh 同比增长94.1% 浙江AI产业重磅会议即将召开，阿里、华为、超聚变等将参会 据证券时报记者获悉，为深入贯彻落实国家关于发展人工智能的战略部署，推动人工智能与云计算等前沿技术 的深度融合，3月13日，由杭州市经信局、杭州市数据资源局指导，浙江算力科技主办的"云智聚能，共筑AI产 业新未来——人工智能与可控云计算产业生态大会 ...

涉及总金额381.08亿元人民币。 作者 | 私募通 来源 | 决策投资圈 本周募资情况 本周新登记股权投资基金管理人共计1家，取消备案登记2家，全年截至目前累计股权投 资基金管理人数量为11家。本周新增备案基金数量为74只，规模总计304.78亿元，本 周备案基金募资最多的为中金钛合绿碳科技私募股权投资基金（深圳）合伙企业（有限 合伙），募集30.03亿人民币。全年截至目前累计股权投资备案基金数量为547只，规模 总计5017.30亿元。（2025年2月14日-2025年2月20日） 新备案基金地域分布TOP5 （ID：PEDATAMAX） 清科创业（01945.HK）旗下私募通统计：截至本周五下午，募资、投资、上市和并购 共155起事件，涉及总金额381.08亿人民币。从交易金额来看，本周金额较大事件是： 2025年2月20日，中金资本运营有限公司、不公开的投资者投资新石器慧通（北京）科 技有限公司10.00亿人民币。从交易事件地域分布看，目前主要分布在北京市、江苏省 和广东省，占比为北京市18.5%，江苏省14.8%，广东省12.3%。 更多信息请登录：ht tps ://max.pedata. cn/ ...