（编辑 王雪儿） 证券日报网讯 溯联股份11月18日在互动平台回答投资者提问时表示，公司的产品主要应用在动力电池 包的液冷热管理系统中。固态电池包的设计与现有产品接近，若公司的重要客户如宁德时代、比亚迪、 欣旺达、亿纬锂能等电池企业或各大主机厂的固态电池在PACK中的应用接近量产，公司将积极参与相 关产品的开发和制造。纯固态电池因工作温度更高，对温控提出了更高的要求，公司生产的液冷部件的 价值会较现有电池包更高。 ...

人民财讯11月18日电，中伟股份（300919）11月18日在互动平台表示，公司构建镍系材料、钠系材料、 磷系材料的战略布局，在储能领域的渗透率有望进一步提升。钠离子电池凭借其资源丰富、低成本、高 安全性、低温性能强的优势，成为众多储能场景的理想选择。截至目前公司已获得钠电千吨级订单并出 货。全球储能市场装机以磷酸铁锂电池为主，公司磷系材料已实现3/4代磷酸铁快速量产，高压实密度 达行业先进水平。 ...

格隆汇11月18日丨圣阳股份(002580.SZ)在投资者互动平台表示，公司自主研发的固态电池已顺利完成 安全验证及循环稳定性测试，性能指标良好，可广泛应用于通信基站储能、电力储能及工程机械车辆等 多个领域。目前产品进入典型场景市场应用阶段，公司将紧密结合市场需求与技术趋势，加速推进多场 景应用验证，持续优化产品性能和工艺，为未来规模化市场推广奠定坚实基础。 ...

Core Insights - The company is strategically positioning itself in nickel-based, sodium-based, and phosphorus-based materials, aiming to enhance its penetration in the energy storage sector [1] - Sodium-ion batteries are highlighted as an ideal choice for various energy storage scenarios due to their abundant resources, low cost, high safety, and strong low-temperature performance [1] - The company has secured orders for sodium batteries at a thousand-ton level and has commenced shipments [1] - The global energy storage market is primarily dominated by lithium iron phosphate batteries, and the company's phosphorus-based materials have achieved rapid mass production of the 3rd and 4th generation lithium iron phosphate batteries, with high-density performance reaching industry-leading levels [1]

格隆汇11月18日丨安孚科技(603031.SH)在投资者互动平台表示，目前公司没有布局锂电池材料相关业 务，公司始终关注前沿技术趋势，将基于发展战略、技术协同及市场需求等多方面因素进行综合评估， 以确定未来的业务规划。 ...

Market Overview - The A-share market experienced a collective pullback, with the Shanghai Composite Index down by 0.81%, the Shenzhen Component down by 0.92%, and the ChiNext Index down by 1.16% on November 18, 2025. The total trading volume in the Shanghai and Shenzhen markets reached 1.9261 trillion yuan [1]. ETF Performance - The top-performing ETFs included the Soybean Meal ETF with a gain of 2.44%, followed by Media ETFs and Semiconductor Equipment ETFs, which also showed significant increases [2][3]. - Specific ETFs leading the gains were the Media ETF (512980) and the Semiconductor Equipment ETF (561980), among others, indicating strong interest in these sectors [3]. Industry Developments - Alibaba announced the public beta launch of its AI product "Qianwen" APP, which is based on its self-developed large model and adopts a free strategy. This move signifies a shift in Alibaba's AI strategy from enterprise services to the consumer market, intensifying competition in the domestic C-end AI application market [3]. - Dongfang Caifu Securities expressed optimism about the rapid development of leading internet technology companies and the media sector, particularly benefiting from favorable policy changes. The report highlighted potential investment opportunities in gaming companies with rich product pipelines, film companies benefiting from policy support, and advertising firms focusing on interactive new scenarios and programmatic advertising [3]. Battery Sector Insights - In the battery sector, solid-state batteries are gaining attention due to their high energy density, safety, and long cycle life. Major global battery manufacturers are expected to enter mass production between 2027 and 2028, with some already shipping related equipment and validating processes with downstream clients. Companies with complete line delivery capabilities and those benefiting from process changes are recommended for attention [4]. Trading Activity - The Short-term Bond ETF (511360) recorded the highest trading volume of 18.5 billion yuan, followed by other bond ETFs such as the Silver Hua Daily ETF (511880) and the Sci-Tech Innovation Bond ETF (551060) [5]. - The 5-Year Local Government Bond ETF (511060) had the highest turnover rate at 180%, indicating strong trading activity in this segment [5]. ETF Issuance Market - There were no new developments reported in the ETF issuance market for the following day [6].

格隆汇11月18日丨溯联股份(301397.SZ)在投资者互动平台表示，公司的产品主要应用在动力电池包的 液冷热管理系统中。固态电池包的设计与现有产品接近，若公司的重要客户如宁德时代、比亚迪、欣旺 达、亿纬锂能等电池企业或各大主机厂的固态电池在PACK中的应用接近量产，公司将积极参与相关产 品的开发和制造。纯固态电池因工作温度更高，对温控提出了更高的要求，公司生产的液冷部件的价值 会较现有电池包更高。 ...

智通财经APP获悉，宁德时代(03750)再跌超4%，截至发稿，跌3.8%，报506港元，成交额9.42亿港元。 消息面上，宁德时代近50%的H股IPO基石投资者锁定股份将于2025年11月20日起解禁，合共大约7750 万股。摩根大通发布研报称，依然看好宁德时代A股，并将其视为中国电池产业链的首选，目标价为 480元人民币，较最新收盘价有19%的上涨空间。H股目标价由600港元下调至575港元，即使考虑到H股 较A股有约10%的估值溢价，较最新收盘价亦只有6%上涨空间，评级"中性"。 此外，宁德时代昨晚公布，主要股东黄世霖询价转让A股股份，经向机构投资者询价后，初步确定的转 让价格为每股376.12元，较H股收盘价526港元折让高达21.8%，较A股现价则折让3.8%。宁德时代表 示，本次询价转让收到有效报价单共55 份，涵盖基金管理公司、合格境外机构投资者、保险公司、证 券公司、私募基金管理人等专业机构投资者。参与本次询价转让报价的机构投资者合计有效认购股份数 量为1.47亿股，对应的有效认购倍数为3.2倍。 ...

根据宁德时代（300750）7月17日晚间公告称，黄世霖计划转让4563万股股票，初步确定受让方为16家机构投资者。 黄世霖原本持有4.66亿股，其转让数量占不到10%，占公司总股本大约1%；转让完成后还持有9.79%股份，依旧稳坐第二大股东，仅次于实控人曾毓群的 22.46%股份。 【市场】对民企上市公司主要股东来说，股票市值只是纸上财富，卖掉股票把钱放在兜里，才是真正的财富。宁德时代第二大股东就准备出售股权，大笔套 现。 这些机构将以376.12元/股受让黄世霖持有的宁德时代一部分股票——4563万股，简单计算一下，他预计套现超过170亿元。其持有股份作为公司联合创始人 在上市前持有，后经过转增后获得。 在笔者印象中，这是A股上市企业，个人股东数年来最大一笔减持套现。宁德时代公告，询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二 级市场减持。但主要股东如此大手笔转让，对宁德时代的股价冲击也是显而易见的。 在11月17日交易中，宁德时代跌3.3%，收于390.78元/股，而转让价比最新收盘价折让大约3.8%。其作为创业板一哥，宁德时代下跌也自然带动创业板指数 跌0.2%。 他曾任宁德时代新能源科技 ...

Core Viewpoint - The company has made significant advancements in lithium supplementation technology, introducing a lithium supplementation enhancer that leads the global market in technology upgrades [2]. Group 1: Technological Advancements - The company is the first globally to launch a lithium supplementation enhancer, which improves the cycling performance, calendar life, and energy density of various lithium-ion batteries [2]. - The lithium supplementation enhancer enhances fast charging performance, increases cell efficiency, improves low-temperature performance, and reduces self-discharge of batteries [2]. Group 2: Market Position and Orders - The company possesses a first-mover advantage and performance leadership in the lithium supplementation market [2]. - There is a gradual increase in exclusive project orders for the lithium supplementation enhancer, with initial deliveries starting in fields such as power batteries, energy storage batteries, and semi-solid batteries [2].