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系列政策陆续落地 内地企业赴港上市积极有为
Zheng Quan Ri Bao· 2025-05-26 16:43
境内企业赴境外上市迎来更多利好。5月22日,中国证监会首席风险官、发行监管司司长严伯进在国新 办新闻发布会上表示,证监会坚定不移推进高水平对外开放,大力支持科技企业用好境内境外两个资本 市场。5月23日,中国人民银行、国家外汇管理局发布《关于境内企业境外上市资金管理有关问题的通 知(征求意见稿)》(以下简称《通知》),并向社会公开征求意见。 随着系列政策陆续落地,企业赴境外上市的监管环境更加透明、高效、可预期。数据显示,自2023年3 月31日《境内企业境外发行证券和上市管理试行办法》(简称"境外上市备案新规")施行以来,截至今 年5月26日,已有249家境内企业完成了境外上市备案。科技型企业接近90家,已成为赴境外上市的重要 力量,主要集中在信息技术、新能源、先进制造等领域。 目前,企业赴境外上市的后备队伍仍在扩容中,优质企业资源十分丰富。证监会官网披露数据显示,截 至5月23日,除了保密未公开的企业外,还有168家企业在备案流程中。其中,133家企业的状态为补充 材料中,35家为已接收。 备案节奏加快 境外上市备案新规明确,已在境外提交有效的境外发行上市申请、未获境外监管机构或者境外证券交易 所同意的境内 ...
工信部部长李乐成主持召开全国新能源汽车动力电池回收利用工作专班第一次会议
news flash· 2025-05-26 13:33
Core Viewpoint - The meeting focused on establishing a comprehensive recycling system for new energy vehicle power batteries, emphasizing the importance of regulatory frameworks and industry standards to ensure high-quality development in the sector [1] Group 1: Key Initiatives - The working group will adhere to a people-centered development approach and follow the requirements outlined in the "Action Plan for Improving the Recycling System of New Energy Vehicle Power Batteries" [1] - There is a strong emphasis on problem orientation and collaborative efforts to ensure the implementation of tasks is thorough and effective [1] Group 2: Regulatory Framework - The meeting highlighted the need to improve the regulatory standards system, including the formulation and revision of safety technical specifications for lithium batteries [1] - Legal measures will be employed to standardize recycling behaviors and guide the industry's high-quality development [1] Group 3: Supervision and Management - A comprehensive supervision and management approach will be adopted, focusing on the entire battery lifecycle from production to disposal [1] - Digital technologies will be utilized to enhance monitoring of battery flows and to legally address illegal dismantling and environmental pollution [1] Group 4: Industry Development - The meeting called for strengthening industry capabilities through collaborative research and application of key technologies and processes [1] - There will be a dynamic management approach for enterprises meeting regulatory conditions, supporting leading companies to enhance their competitiveness and guiding healthy industry development [1]
年内全球最大IPO!“宁王”登陆港股加速全球化布局
Sou Hu Cai Jing· 2025-05-26 12:53
5月20日,动力电池龙头企业宁德时代在港交所挂牌上市,以每股263港元的发行价挂牌上市,募资总额达356.6亿港元(约合45.7亿美 元),成为国内首家同时在A股和H股上市的动力电池企业。此次"A+H"双资本平台布局,不仅标志着宁德时代全球化战略的重大突破, 也被市场解读为"宁王"在新能源赛道上的强势归来。 业内分析指出:"香港的资金比较国际化,宁德要做全球业务,就要贴上一个国际化的标签,股东结构多元化是一个加分项。"中邮理财 相关负责人表示,宁德时代作为新能源产业的全球,在动力电池和储能产品中具有极强竞争壁垒,同时在财务上具有盈利增速和盈利质 量双高的特征,中邮理财可通过此次投资分享新能源产业链长期发展红利。 宁德时代于2018年在深交所创业板首次挂牌上市。而此次赴港上市,其节奏堪称"闪电闯关"。 2024年12月26日,公司正式宣布启动H股发行计划,仅用不到两个月时间便于2025年2月11日向香港联交所递交上市申请。3月25日,中 国证监会以25个工作日的创纪录速度完成境外发行备案,4月10日通过港交所聆讯,5月12日启动国际配售簿记,最终于5月20日成功上 市。这一高效审批流程,不仅得益于香港监管层优化 ...
宁德时代再被起诉 遭索赔超6000万元 市值蒸发超500亿元
Xin Hua Cai Jing· 2025-05-26 11:13
Core Viewpoint - The lawsuit initiated by Hanchuan Intelligent against CATL and its subsidiaries over payment disputes has led to a significant drop in CATL's stock price and market value, highlighting financial tensions within the electric vehicle supply chain [2][5]. Company Overview - Hanchuan Intelligent specializes in intelligent manufacturing solutions across automotive electronics, healthcare, and new energy battery sectors, and was one of the first companies listed on the Sci-Tech Innovation Board in 2019 [2]. - In 2024, Hanchuan Intelligent reported a revenue of 474 million yuan, a year-on-year decline of 64.61%, attributed to strategic adjustments in its new energy business [2]. Legal Proceedings - Hanchuan Intelligent has filed four legal actions against CATL and its subsidiaries, seeking over 60 million yuan in total for unpaid equipment and service fees [2][3]. - The lawsuits involve claims for unpaid orders totaling over 160 million yuan, with specific amounts detailed for each case, including 37.68 million yuan from 2022-2023 and 779.7 million yuan from 2021-2022 [3][4]. Financial Performance - CATL reported a revenue of 362 billion yuan in 2024, a year-on-year decrease of 9.7%, but achieved a net profit of 50.74 billion yuan, reflecting a growth of 15.01% [5]. - As of the end of last year, CATL had substantial liquidity with cash and cash equivalents amounting to 303.5 billion yuan [5]. Industry Context - The lawsuit against CATL is not isolated, as other companies in the new energy sector, such as Zhongchuang Innovation, have also initiated legal actions against CATL for patent disputes, indicating broader challenges within the industry [5].
4月锂电下游应用市场概况:动力市场表现一般,美国储能出货不及预期
鑫椤储能· 2025-05-26 09:35
Key Points - In April, China's new energy vehicle sales reached 1.226 million units, with domestic sales at 1.025 million units, showing a month-on-month decrease of 5% but a year-on-year increase of 39.3% [1][3] - Exports of new energy vehicles amounted to 200,000 units, reflecting a month-on-month increase of 27% and a year-on-year increase of 76% [1] - From January to April 2025, the production and sales of new energy vehicles were 4.429 million and 4.3 million units respectively, with year-on-year growth of 48.3% and 46.2% [4] Battery Industry - In April, the total installed capacity of power batteries in China was 54.1 GWh, showing a month-on-month decrease of 4.3% but a year-on-year increase of 52.8% [6] - The share of ternary batteries in the total installed capacity was 9.3 GWh, accounting for 17.2%, with a month-on-month decrease of 7.0% and a year-on-year decrease of 6.3% [6] - Lithium iron phosphate batteries accounted for 44.8 GWh, representing 82.8% of the total, with a month-on-month decrease of 3.8% but a year-on-year increase of 75.9% [6] - Cumulatively, from January to April, the total installed capacity of power batteries reached 184.3 GWh, with a year-on-year growth of 52.8% [6] Energy Storage - In March, domestic energy storage battery shipments reached 47.5 GWh, showing a year-on-year increase of 159.6% and a month-on-month increase of 8.8% [7]
2025年中国动力电池抗震支吊架‌行业产业链、发展现状、竞争格局及未来趋势研判:终端需求引爆场景蓝海,动力电池抗震支吊架‌行业智能化与性能跃升[图]
Chan Ye Xin Xi Wang· 2025-05-26 01:18
内容概要:在《建筑机电设备抗震支吊架通用技术条件》等强制性标准的推动下,动力电池工厂、储能 电站及新能源汽车配套设施纳入抗震支吊架强制安装范围,为行业创造了持续增长的市场空间。中国作 为全球新能源汽车产业的核心引擎,近年来依托政策驱动、技术迭代与消费升级的三重共振,实现了产 业链的爆发式增长。数据显示,2025年一季度动力电池装车量延续高增长态势,达130.2GWh,同比增 幅跃升至52.8%。这一规模扩张直接催生动力电池抗震支吊架的刚性需求。当前,中国动力电池抗震支 吊架产业正处于从规模扩张向质量提升的关键转型期,呈现出技术创新与市场应用深度融合的发展态 势。随着电池包对高强度、轻量化、耐疲劳的抗震支架需求激增,同时储能电站、换电重卡等新场景的 涌现,进一步拓宽抗震支吊架在新能源全产业链的应用边界。预计到2027年,中国动力电池抗震支吊架 市场规模将突破150亿元。 上市企业:拓普集团(601689.SH)、和胜股份(002824.SZ)、文灿股份(603348.SH)、联赢激光 (688518.SH) 相关企业:深圳优力可科技股份有限公司、深圳市置华机电设备有限公司、盛年科技有限公司、深圳市 固耐达科技有 ...
3543亿元投资落地!第十三届西部投资说明会为西部发展注入强劲动能
Sou Hu Cai Jing· 2025-05-26 00:26
央广网成都5月26日消息(记者 王颖 昌思荣 )5月25日,第十三届中国西部投资说明会暨经济合作项目签约仪式 (以下简称西投会)在成都举行。作为第二十届中国西部国际博览会的重要活动之一,本次西投会以"深化改革 增动能·扩大开放促发展"为主题,由西部十二省(区、市)政府和新疆生产建设兵团共同主办。 此次西投会由主宾省青海省省长主持会议,内蒙古、广西、四川、贵州、西藏、甘肃、青海、新疆及新疆生产建 设兵团领导分别进行主题推介。充满活力的西部正日益成为中国经济增长的重要引擎与投资热土,西投会搭建起 西部合作、东西合作、中外合作的高能级开放平台,充分展示了中国西部的发展潜力、市场活力和投资引力,为 西部地区高质量发展注入新动能。 西投会成果丰硕,汇聚起西部发展新动能。西博会期间,西部各方与国内外投资者共签约投资合作项目416个, 投资金额3543亿元,其中35个代表性项目在西投会现场集中签约。四川省签约项目352个,投资金额3169亿元, 签约高科技制造业项目76个,投资金额近千亿元;人工智能、元宇宙、商业航天等新兴和未来产业项目38个,投 资金额超300亿元;签约来自东部省市的项目216个,近80%为制造业项目;航 ...
第二十届西博会签约项目400余个 投资额逾3500亿元
Zhong Guo Xin Wen Wang· 2025-05-25 15:34
"四川人口众多,经济活力强,政府政策好,地理位置优越。"伊藤忠(中国)集团有限公司董事长松井学 接受媒体采访时表示,看好四川的未来发展,"中国消费者熟知的零售企业伊藤洋华堂正是我们在中国 投资的项目之一,未来我们与四川还有很大的合作空间"。 香港特别行政区政府驻成都经济贸易办事处主任袁嘉诺表示,西部地区资源和区位优势明显,与香港的 经济互补性强;希望透过西博会向各方展示香港的发展动态,及香港在新机遇下担当的重要角色。(完) (文章来源:中国新闻网) 中新社成都5月25日电(单鹏)记者25日从四川省经济合作局获悉,第二十届中国西部国际博览会(下称"西 博会")期间,中国西部各方与国内外投资者共签约投资合作项目416个,投资金额3543亿元(人民币,下 同)。 签约项目中,四川签约352个,投资金额3169亿元。其中,高科技制造业项目76个,投资金额近千亿 元;人工智能、元宇宙、商业航天等新兴和未来产业项目38个,投资金额超300亿元;在承接产业转移 方面,来自东部省市的项目216个,近80%为制造业项目;航空航天、新能源汽车及动力电池、人工智 能等15条重点产业链项目99个,投资金额1053亿元。 作为本届西博 ...
签约项目416个 投资金额3543亿元!第十三届中国西部投资说明会在蓉举行
Sou Hu Cai Jing· 2025-05-25 12:06
Core Viewpoint - The 13th China Western Investment Conference aims to enhance cooperation and investment in the western region of China, showcasing its development potential and market vitality [1][3]. Group 1: Event Overview - The conference was held on May 25 in Chengdu, focusing on the theme "Deepening Reform to Increase Momentum and Expanding Opening Up to Promote Development" [1]. - It was co-hosted by the governments of twelve western provinces and the Xinjiang Production and Construction Corps, with the Governor of Qinghai Province presiding over the meeting [1]. Group 2: Participation and Engagement - The event attracted over 180 enterprises and institutions, with more than 80% being state-owned enterprises, "three categories of 500 strong" companies, and well-known multinational corporations [3]. - Notably, 56% of the participating enterprises were represented by their top executives, indicating a strong interest from high-level decision-makers [3]. Group 3: Investment Projects and Financials - A total of 416 investment cooperation projects were signed during the conference, amounting to an investment of 354.3 billion yuan, with 35 representative projects signed on-site [4]. - Sichuan Province alone signed 352 projects with an investment of 316.9 billion yuan, highlighting a focus on high-tech manufacturing and emerging industries [4]. - Key sectors included 76 high-tech manufacturing projects with nearly 100 billion yuan in investment, and 38 projects in emerging industries like artificial intelligence and commercial aerospace, totaling over 30 billion yuan [4]. - The overall investment cooperation projects launched during the event exceeded 3.7 trillion yuan, with Sichuan Province presenting over 100 projects worth more than 550 billion yuan [4].
综述|共同谱写中国—中东欧国家经贸合作新篇章
Xin Hua Wang· 2025-05-25 08:49
新华社布鲁塞尔5月25日电 综述|共同谱写中国—中东欧国家经贸合作新篇章 "中国—中东欧国家博览会为中东欧国家打开了一扇通往中国广阔市场的窗口。" 波黑莫斯塔尔博览会 市场总监达米尔·哲巴说。 中国完备的产业体系和创新技术与中东欧国家绿色化、数字化转型需求互补,合作潜力巨大。近年来, 中国企业在电动汽车、动力电池制造等绿色创新领域不断深化与中东欧国家合作。 新华社记者林浩 康逸 钟雅 5月22日至25日,主题为"向新 向实 向未来"的第四届中国—中东欧国家博览会暨国际消费品博览会在浙 江省宁波市举行。来自中东欧14国和其他9个国家的展商以及众多国际机构的嘉宾济济一堂,以经贸为 媒,共同谱写务实合作新篇章。 近年来,中国与中东欧国家合作不断"向新""向实"。 自2012年以来,中国与中东欧国家贸易年均增长8.8%,中国自中东欧国家进口年均增长7.4%,均高于 同期中国对外贸易增速。2024年,双边贸易额达1423亿美元,创历史新高,同比增长6.3%。另据不完 全统计,中国对中东欧国家投资规模迄今已超过240亿美元。 如今,越来越多中东欧国家产品借合作"东风"走进中国市场,为中国消费者提供丰富的优质产品,也为 中 ...