长江商报消息 ●长江商报记者 沈右荣 "宁王"一纸百亿减持公告引发资本市场震动。 11月17日，宁德时代（300750.SZ，03750.HK）A股、H股股价齐跌，A+H股总市值约为1.8万亿元，退 居A股市场第六位。 股价下跌是受减持消息短期冲击。 近日，宁德时代公告，公司股东黄世霖拟通过询价转让方式，转让公司股份4563.24万股。11月17日晚 间，询价申购情况披露，初步确定询价转让价格为376.12元/股。以此计算，黄世霖将套现171.63亿元。 黄世霖不是宁德时代的普通股东。公开信息显示，黄世霖是宁德时代的联合创始人，曾担任公司副董事 长、副总经理，2022年8月辞职。目前，黄世霖直接持有宁德时代10.21%的股权，为公司第三大股东。 黄世霖减持，原因是自身资金需求。市场预期，黄世霖大举套现，是为了大力加码其储能产业布局，抢 占新兴赛道先机。 联合创始人、第三大股东大手笔减持，并非宁德时代的发展遭遇不测，相反，公司发展形势较好。 宁德时代采取动力电池与储能电池双轮驱动发展模式，两大产品均在全球市场处于领先地位。财报显 示，2025年前三季度，宁德时代盈利逾490亿元，创了新高，同比增长逾36%。 黄 ...

Core Viewpoint - Ningde Times (300750) announced a shareholder inquiry transfer pricing situation, with a preliminary transfer price set at 376.12 yuan per share, indicating strong demand from institutional investors [1][4]. Group 1: Shareholder Inquiry Transfer - The inquiry transfer received 55 valid bids from various institutional investors, with a total subscription of 146,500,000 shares, resulting in a subscription multiple of 3.2 times [1]. - The total number of shares to be transferred is 45,632,363, which represents 1% of the company's total share capital as of November 13, 2025 [1][3]. - The transfer does not involve a change in company control and will not affect the governance structure or ongoing operations of Ningde Times [1]. Group 2: Seller Information - The seller, Huang Shilin, is a co-founder of Ningde Times and holds 466,021,310 A-shares, accounting for 10.21% of the total share capital [2][3]. - Huang Shilin's shares include 258,900,728 shares from the initial public offering and 207,120,582 shares from a capital reserve increase in 2022 [2]. Group 3: Financial Implications - At the price of 376.12 yuan per share, Huang Shilin's planned transfer could yield approximately 17.163 billion yuan [4].

Core Insights - As of November 10, 2025, the number of shareholders for Jinyang Co., Ltd. is reported to be 12,315 [2] Company Summary - Jinyang Co., Ltd. has provided an update on its shareholder count, indicating a total of 12,315 shareholders as of the specified date [2]

Core Viewpoint - The company, Nandu Power, is experiencing significant growth in its data center business, particularly in lithium battery orders from overseas, with expected revenue doubling next year compared to this year [1] Group 1: Business Performance - The gross margin for lithium batteries in the data center business is approximately 25%-40%, while for lead-acid data center batteries, it is around 15%-25% [1] - The company has a leading market share both domestically and globally, benefiting from 30 years of production experience and technological accumulation in the data center industry [1] Group 2: Product Development and Partnerships - The company has developed and promoted high-power lithium battery systems for IDC, successfully partnering with several large integrators to expand its data center business [1] - The company's products are widely applicable in data centers, intelligent computing centers, and supercomputing centers, providing backup power support [1] Group 3: Market Demand - There is an explosive growth in customer demand for the company's data center products, which is expected to drive rapid revenue growth in the coming year [1]

Core Viewpoint - Nandu Power announced on November 17 that it has a current lithium battery production capacity of 10 GWh, with specific details on the types of cells produced [2] Group 1: Production Capacity - The company has a total lithium battery capacity of 10 GWh [2] - Out of the total capacity, 4 GWh is dedicated to 314 Ah cell production [2] - An additional 4 GWh of new capacity is allocated for 392 Ah cells [2] - The 100 Ah cell capacity can be adjusted based on order quantities [2]

人民财讯11月17日电，圣阳股份（002580）11月17日在互动平台表示，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基础。 ...

Core Viewpoint - The company, Boshuo Technology, confirmed that its main products in the new energy and automotive sectors are precision functional components primarily related to lithium batteries, and it has not yet ventured into sodium-ion batteries [2] Group 1: Company Products - The company produces products such as aerogel thermal insulation cotton, thermal insulation pads, top insulation cotton, and side panels specifically for lithium batteries [2] - The company has not yet developed products for sodium-ion batteries, indicating a focused approach on lithium technology [2]

询价转让与大宗交易对比 "但毕竟是184亿元的大额减持，对市场情绪依然造成短期冲击。"上述人士称。新华财经也注意到，宁德时代今日成交额达185.42亿元，较上周五的98.8亿元 接近翻倍，呈放量下跌态势。 新华财经上海11月17日电（林郑宏）上周五一则股东询价转让公告，引发17日宁德时代A股股价收盘下挫3.3%，H股股价收盘下跌2.9%。 公告显示，宁德时代重要股东、联合创始人黄世霖因自身资金需求，拟通过询价转让方式出让公司4563.24万股股份，占公司总股本的1%。以宁德时代11月 14日收盘价每股404.12元估算，这笔交易对应的市值约为184.4亿元。 有市场人士对新华财经表示，与常规减持方式不同，黄世霖此次股份转让采用了询价转让模式，这一机制从根本上区别于二级市场直接抛售。 根据公告，本次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。这意味着大量股份不会直接冲击二级市场交易，避免了短期内集 中卖压对股价的直接影响。 | 维度 | 询价转让 | 大宗交易 | | --- | --- | --- | | 定价机制 | 市场化询价(≥70%均价) | 协议定价(90%-110%市价) | ...

Core Viewpoint - The company has made significant progress in its sodium battery business, showcasing its advantages over lithium iron phosphate batteries in various aspects [1] Group 1: Company Developments - The company has sent samples of its sodium battery products to 30-40 clients, including notable companies such as Honeycomb, Guoxuan High-Tech, Weike Technology, and Haishida [1] - The sodium battery technology is highlighted for its superior resource availability, high-rate performance, low-temperature performance, safety, and cost-effectiveness in large-scale production compared to lithium iron phosphate batteries [1] Group 2: Industry Insights - Sodium batteries are particularly suitable for energy storage applications, indicating a growing market potential in this sector [1]

Core Insights - CATL announced four key zero-carbon achievements at the 30th UN Climate Change Conference (COP30) in collaboration with IRENA and other authoritative organizations [1] Group 1: Zero-Carbon Initiatives - The company is advancing the construction of "zero-carbon factories" by utilizing distributed photovoltaics and a self-developed intelligent management system, continuously increasing the proportion of green electricity [1] - By the end of 2024, CATL plans to have built nine zero-carbon battery factories, achieving a 75% share of zero-carbon electricity, with a 21% reduction in carbon emissions intensity per product [1] Group 2: Supply Chain and Carbon Neutrality Goals - The company has developed the "Times Carbon Chain" system to establish a carbon footprint database for its supply chain [1] - CATL aims to achieve 100% zero-carbon electricity for first-tier suppliers by 2030 and to reach carbon neutrality across the entire value chain by 2035 [1]