关注 「电动车公社」 宝能集团及观致汽车被强制执行2.73亿元 和我们一起重新思考汽车 6月16日，深圳市宝能投资集团有限公司、观致汽车有限公司新增一则被执行人信息，执行标的2.73亿元。 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源 圈大事小事 看我们就够啦～ 今日新闻要点： 1 、 宝能集团及观致汽车被强制执行2.73亿元； 曹操出行启动招股程序，将于6月25日港股上市 ； 远景动力将为宝马新车供应46系大圆柱电池 ； 次日，宝能发布《关于公司正常经营的声明》，向外界透露"公司一切业务不受任何影响均在正常开展"，且 有 "新车新即将上市" ，一切公司经营信息及动态请以集团官网公布为准。 1、部分公司虽然在国家信用信息公示 平台上显示为"该企业已发布解散公 示"、"该企业已发布清算组备案信 息"、"该企业正在进行营业执照作废声 明"等,但公司一切经营正常,且有新 车新即将上市! 2、虽然公司部分董事、监事等高级管 理人员已离职,但并不影响公司的正常 运作和经营,公司一切业务不受任何影 响均在正常开展; 3、公司一切经营信息及动态请以集团 官网公布为准! 营 ...

宁德时代在资本市场扔下重磅消息，其披露发行阶段董事会公告并刊登注册招股书，正式启动国际配售簿记，计划于 5 月 20 日在香港联交所主板挂牌上 市，届时将开启全新的资本篇章。按发行价格上限每股 263.00 港元计算，本次港股 IPO 发行规模预计在 40 - 50 亿美元，有望成为近年来港股市场规模最 大的 IPO 项目之一，备受各界瞩目。 从盈信量化（首源投资）资金用途来看，宁德时代目标明确。本次募资所得的 90% 将投向匈牙利项目第一期及第二期建设。通过加大对匈牙利项目的投 入，公司将进一步提升本地化供应能力，巩固其在新能源领域的全球领先地位，在国际市场竞争中占据更有利的位置。 强大的基石投资者阵容更是为宁德时代此次上市保驾护航。本次发行吸引了能源巨头、主权财富基金和顶级市场化机构等豪华阵容的基石投资者，他们最 高以 203.71 亿港元（按发行价格上限每股 263.00 港元计算）认购。其中，中石化、KIA（科威特投资局）、高瓴资本、高毅资产、UBS（瑞银）资管、 Oaktree（橡树资本）、Mirae（未来资产）、RBC（加拿大皇家银行）、太保、泰康、博裕、景林等知名机构纷纷入局，足以证明宁德时代在 ...

近日，冠鸿智能与上海海希工业通讯股份有限公司正式签署 全固态电池 200MWh 生产线项目 协议，签 约仪式在冠鸿智能总部圆满举行。双方将 围绕全固态电池 200MWh 生产线项目展开深度合作，此次合作 标志着双方将共同推进干法电极技术在全固态电池领域的产业化应用， 加速全固态电池生产线的落地，为 新能源汽车、低空飞行 (eVTOL) 、人形机器人等下游应用行业注入强劲动力。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源：冠鸿智能 冠鸿智能作为干法电极技术的领先企业，其自主研发的干法电极整线设备系统在行业内具有显著优势。核 心技术创新包括，面密精准一致 · 膜厚闭环控制·全自动生产· 运行稳定可靠· 辊缝在线拟合· 易拆装设 计。 海希通讯在工业通讯、新能源领域拥有深厚的技术积累和丰富的市场资源，尤其在新能源汽车、光伏、储 能等产业具备成熟的业务布局，可快速匹配固态电池终端需求。此次合作，双方将充分发挥各自优势，共 同推动干法电极技术的规模化应用，助力固态电池产业升级。 论坛议题 I C C S I N O 会议报名 I C C S I N O ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 据《纽约时报》报道，近期美国本土电池制造业因政策与市场双重不确定性，多个项目面临放缓或重新评 估。报道称特朗普政府及共和党议员正推动限制与中国有关的电池企业获取联邦税收补贴以及对华关税政 策。这一系列举措加剧了中美电池产业链的脱钩趋势，也动摇了电池企业的在美扩张计划。 《纽约时报》援引专家观点报道称，为培育本土产业，美国需要在构建自身供应链和专业体系的过程中依 赖外国零部件和技术。特朗普政策法案凸显了美国的两难困境：美国希望大幅降低对中国的依赖，但若不 与中国合作，美国将极难打造有影响力的本土电池产业。 受政策影响，包括福特汽车、Group14、远景动力在内的多家企业宣布暂缓或重新评估在美电池产业链项 目。福特表示，其位于密歇根州的电池工厂将因政策变动面临补贴资格问题，而Group14则因中国客户对 关税上调的担忧而转向在韩国加快布局。 远景动力近日对媒体表示： 基于美国政策走向的复杂性与不确定性，已主动调整在美布局，暂缓南卡罗来 纳州超级工厂（简称南卡工厂）推进直至政策趋于明朗，并加快储能业务拓展 —— 该 ...

Core Viewpoint - Shenzhen Haopeng Technology Co., Ltd. maintains a stable credit rating of AA, supported by its leading position in the small nickel-hydride battery market and significant growth in lithium-ion battery production capacity and sales [3][4][5]. Company Overview - The company has a strong market position in the small nickel-hydride battery sector and has accumulated technical expertise in consumer lithium batteries, with a high self-sufficiency rate in battery cells and a diversified product portfolio [5][6]. - The company's lithium-ion battery production capacity and sales have significantly increased, with new capacity ramping up effectively [5][6][18]. Financial Performance - Total assets increased from 49.11 billion in 2022 to 88.46 billion by March 2025, while total liabilities rose from 26.60 billion to 64.58 billion in the same period [7][28]. - Operating revenue grew from 35.06 billion in 2022 to 51.08 billion in 2024, with net profit fluctuating around 1.59 billion in 2022 and dropping to 0.32 billion by March 2025 [7][28]. - The company's EBITDA improved, with a slight increase in EBIT profit margin and total asset return rate [28]. Market Challenges - The company faces challenges due to a high proportion of exports, which exposes it to trade policy and exchange rate fluctuations [4][6]. - The operating gross margin has been declining, attributed to increased competition and a decrease in product sales prices [6][28]. Industry Context - The lithium-ion battery industry is experiencing high growth, with global shipments expected to reach 1,545.1 GWh in 2024, a 28.5% increase year-on-year [11][12]. - The market for small nickel-hydride batteries is stabilizing, but there remains a demand gap in high-tech areas such as automotive T-Box/E-Call [13][14]. Research and Development - The company has invested in R&D, focusing on high-energy density battery technologies and has a total of 837 authorized patents [22][24]. - R&D expenditure has remained stable, accounting for approximately 6.22% of operating revenue in recent years [23][24]. Production Capacity and Utilization - The company has seen a 15.32% increase in combined production capacity for lithium-ion and nickel-hydride batteries in 2024, with polymer soft-pack lithium-ion battery capacity increasing by 30.13% [19][21]. - The production utilization rate for cylindrical lithium-ion batteries has significantly improved, reaching high levels [19][21]. Customer Base and Sales - The company serves a diverse customer base, including major brands like HP, Sony, and Google, with domestic sales growing by 38.79% in 2024 [17][19]. - The proportion of overseas sales remains significant, accounting for 51.16% of total revenue, but the company must manage foreign exchange risks [17][19].

以下文章来源于大胡子财研社 ，作者湾区区长 大胡子财研社 . 真人实地调研，专注楼市研究10余年！大胡子教买房为您带来一手消息，助您预判楼市风向，实现资产稳步增长！ 上个月30号 ，香港《稳定币条例》 在宪报刊登生效，成为全球首个针对法币稳定币的完整监管法例。 这也是国内公布的第一个有关稳定币的法案。 无独有偶，最近京东的币链科技CEO刘鹏就披露： 港元稳定币JD-HKD已进入沙盒第二阶段测试，重点验证跨境支付与供应链金融场景。 这说明 京东也会在香港发行稳定币 。 很明显，香港，正在成为国内的稳定币中心。 稳定币最近之所以在东大这么受关注，是因为老美开始发行稳定币之后， 稳定币已经成为了两国之间货币竞争的重要工具。 大家要知道，稳定币既是一种货币，也是一种数字加密资产。 谁能掌握稳定币这种数字货币的发行主导权，谁就有可能占领未来全球金融的主导权，同时还能占领未来全球数字资产的主导权。 既然是反抗老美美元收割的金融工具，这么关键的一个金融资产，把它的发行权和监管权放在哪里就显得非常重要。 按常理来说，当下东大有两个金融中心—— 上海和香港 这两个城市都可以作为稳定币中心。 RMB国际化，那就意味着RMB要出海 ...

Group 1 - The core viewpoint of the news is that Jiugong Investment has conducted research on a listed company, Puxin Technology, which is actively expanding in the solid-state battery equipment and materials sector [1] - Puxin Technology's focus includes silicon-carbon anodes, lithium metal anodes, solid-state electrolytes, and both dry and wet process equipment [1] - The company has secured orders and made partial deliveries in the solid-state battery equipment field, with major clients including mainstream battery manufacturers, domestic and international automotive companies, and research institutions [1] Group 2 - The dry electrode technology offers significant advantages over wet processes, enhancing battery energy density and manufacturing efficiency [1] - Silicon-carbon anodes are already in mass production for consumer electronics and are expected to gradually be applied in power batteries [1] - The production capacity of Sichuan Zicheng's first phase is gradually coming online, with substantial growth in base film business sales and new developments in composite current collector business [1]

Economic Overview - In May, China's industrial added value above designated size grew by 5.8% year-on-year, while the service production index increased by 6.2% and retail sales of consumer goods rose by 6.4% [1][2] - The overall economic operation is stable, with some indicators continuing to improve, showcasing strong resilience and vitality in China's economy [1][5] Economic Characteristics - The industrial production saw a rapid increase due to supportive policies, with the added value of the equipment manufacturing industry growing by 9%, contributing 54.3% to industrial production [2] - Employment remained stable, with the urban unemployment rate at 5%, a decrease of 0.1 percentage points from the previous month [2] - Consumer price index (CPI) showed a slight year-on-year decline, indicating stable market supply and demand [2] New Growth Drivers - High-tech manufacturing added value increased by 8.6%, and digital product manufacturing grew by 9.1%, both outpacing overall industrial growth [4] - Production of new energy vehicles and solar batteries surged by 31.7% and 27.8%, respectively, indicating robust growth in these sectors [4] Policy Impact - The implementation of proactive macro policies has effectively supported economic stability, with significant contributions to demand expansion and production growth [6] - Retail sales of home appliances and communication equipment saw substantial year-on-year growth, driven by policies encouraging consumption upgrades [6] - Investment in equipment and tools rose by 17.3% in the first five months, contributing 2.3 percentage points to overall investment growth [6] Economic Trends - Despite external challenges, China's economic foundation remains strong, with stable growth momentum and a commitment to high-quality development [8][9] - The first five months of 2023 saw a 9.5% year-on-year increase in high-tech manufacturing added value, with industrial robot production up by 32% [8] - The government has a robust policy toolkit to ensure economic stability and can dynamically adjust measures in response to changing conditions [8]

Core Viewpoint - The strong performance of consumption in May has significantly contributed to the stability and progress of China's national economy, showcasing the immense potential of the Chinese market [1][9]. Consumption Performance - In May, China's total retail sales of consumer goods reached 41,326 billion yuan, a year-on-year increase of 6.4%, which is 1.3 percentage points higher than the previous month and the highest growth rate since early 2024 [1][2]. - The growth rate of 6.4% exceeded market expectations, which were around 5% [1][2]. - The month-on-month growth rate was 0.93%, marking the highest rate since May 2023 [1]. Factors Driving Consumption Growth - Several factors contributed to the acceleration of consumption in May, including the "old-for-new" policy for consumer goods, the "6·18" online shopping promotion, and favorable holiday consumption trends [2]. - During the "May Day" and "Dragon Boat Festival" holidays, domestic tourism increased significantly, with a 6.4% year-on-year rise in the number of travelers during the "May Day" holiday [2]. - Retail sales of major household appliances and communication equipment saw substantial year-on-year growth, with increases of 53%, 33%, 30.5%, and 25.6% respectively, contributing 1.9 percentage points to the total retail sales growth [2]. Economic Stability Indicators - From January to May, the retail sales of services increased by 5.2%, with May's service production index growing by 6.2% year-on-year [4]. - The unemployment rate in urban areas was 5% in May, a slight decrease of 0.1 percentage points from the previous month, indicating a stable employment situation [8]. - The Consumer Price Index (CPI) showed a slight year-on-year decrease, but the core CPI, excluding food and energy, indicated a stable market supply and demand relationship [8]. Industrial Production and Trade - In May, the industrial added value for large-scale enterprises grew by 5.8% year-on-year, maintaining a relatively high growth rate despite a slight decrease from the previous month [6][7]. - The total import and export volume in May increased by 2.7% year-on-year, with exports growing by 6.3%, reflecting the diversified development of foreign trade [6]. Future Economic Outlook - The overall economic operation is expected to remain stable in the first half of the year, with GDP growth projected to exceed 5.0% in the second quarter [10]. - The government is advised to implement more proactive macroeconomic policies to stimulate investment and consumption growth [10][11].

高工锂电获悉， 远景动力已在 位于 无锡 江阴的超级 工厂启动 46 系大圆柱电池 产品 的 交付 ， 首 批产品已发往 美国，将用于宝马集团的 第六 代全球电动汽车平台 。 此举标志着远景动力开始履行其作为宝马集团 " 新世代 " 车型核心供应商的 关键 角色。 与此同时， 为满足 接下来 更大规模的交付需求， 远景动力 正在其河北沧州工厂部署更高生产效 率的产线，计划于 2025 年下半年投产。 摘要 远景动力无锡、沧州大圆柱产能"抢跑" 主动调整的背后， 是美国新一届政府近期在新能源汽车领域掀起的一系列政策风暴，从供需两端 同时为市场的长期走向带来了高度不确定性。 远景动⼒⼤圆柱产品，持续发往海外 按照宝马 集团在 2025 年 2 月公布的 技术 时间表， 第六代 平台将从 2026 年起正式批量采用 大圆柱电池 ， 以期 将使车辆续航里程提升 2 0%， 同时 10% 至 80% 的充电时间缩短 30% 。新平台 还 将 追求对 400V 和 800V 电压系统 的适配 ， 以 覆盖面向全球市场的 X7 、 X3 ，以及面向北美 拉美 市场的 X5 、 X6 等车型。 以 宝马 为代表的国际车企 对 ...