二、要建立强大的行业社团组织。 我国动力电池产业是由消费电子的蓄电池产业逐步生长出来 的， 现在动力电池产业已成长为万亿大产业，需要自己的独立的行业社团组织。 而目前主要的行业社 团组织形式为产业创新联盟，这适合于产业发展初期。在产业发展成熟后， 应该发展为在政府正式注 册的正规的行业协会。 强大产业的行业社团组织，应该有很强的产业凝聚力，有基于产业发展共同目 标的经济研究和政策研究能力。过去在产业发展初期，内部竞争激烈，合作条件较差。目前我国动力电 池产业格局已基本形成，又面临越来越多的共性问题，急需行业组织起来，建设强大的有很强凝聚力和 行动能力的行业社团组织，为产业发展提供保障。 三、要有坚强的、有效的、向政府提出政策建议的能力和渠道。 世界各经济大国都是这样的，有 一个专门的英文词汇叫lobby，意为游说政府。当年美国的三大汽车和波音飞机公司，就对维持对中国 我国新能源汽车的发展，无论在技术还是规模方面都处于世界领先水平，在新能源汽车的带动下， 我国动力电池产业也居于世界领先水平。 人无远虑，必有近忧， 中国动力电池产业的短板在哪里？ 这 一问题业内都在思考，比较初步的看法是，在未来新技术方面会不会被 ...

Core Insights - The 20th Western China International Expo was held in Chengdu, where Luzhou hosted an investment promotion meeting and project signing ceremony, attracting over 100 well-known enterprises and associations to discuss development opportunities and cooperation [1][3] Group 1: Investment Projects - Luzhou signed a batch of cooperation projects covering various industries, including liquor, new chemical materials, and equipment manufacturing, with a total investment amount of 206.48 billion yuan [3][5] - The investment projects include 13 liquor projects with a total investment of 35.28 billion yuan, 2 energy projects with 10 billion yuan, 6 new chemical material projects with 26.89 billion yuan, and 13 pharmaceutical health projects with 21.08 billion yuan [5] - A total of 94 investment opportunity listings were released, involving 7 districts and the Jiangyang Economic Development Zone, aiming to attract quality capital and resources through various investment methods [5][6] Group 2: Economic Development Strategy - Luzhou is accelerating the construction of industrial chains and clusters, utilizing a model that includes a dedicated city leader for each industry, a leading department, and a working team to enhance industrial development [6] - The city has introduced supportive policies for major industrial projects, prioritizing resource allocation based on the "one matter, one discussion" principle to ensure systematic support for all industrial development [6] - Luzhou has established a "1+1+N" industrial investment fund group with a total scale of 55 billion yuan, supported by 128 financial institutions and organizations in the city to safeguard enterprise development [6]

以下文章来源于天天IPO ，作者周佳丽 天天IPO . 投资界（PEdaily.cn）旗下，专注IPO动态 港股沸腾。 文 ｜ 周佳丽 来源｜ 天天IPO（ID：pedailyIPO） 封面来源 ｜ Pexels 投资界-天天IPO获悉，5月23日，恒瑞医药正式登陆港交所，实现"A+H"两地上市。此次IPO，恒瑞医药发行价44.05港元，开盘大涨近30%，市值超3900亿 港元，缔造今年最大医药IPO。 这一次赴港上市，恒瑞医药基石阵容引人注目，包括新加坡政府投资公司（GIC）、景顺、瑞银全球资产管理集团、高瓴、博裕资本等，认购总规模逾41亿 港元。 说起恒瑞医药，离不开灵魂人物——孙飘扬。来自江苏淮安，孙飘扬一度被视为中国"药神"，白手起家将不知名的小药厂做到中国医药界巨头，2000年登陆 上交所成为A股药王。直到今天，66岁的孙飘扬再一次IPO敲钟。 透过恒瑞医药，我们看到港交所已经集聚宁德时代、蜜雪冰城、泡泡玛特等一批超级IPO。港交所CEO陈翊庭透露，目前正在审理的上市申请约有150宗， 当中不乏龙头企业，这是前所未有的一幕。 孙飘扬现身 恒瑞医药IPO，市值3900亿 故事从孙飘扬说起。 1958年 ...

华夏时报（www.chinatimes.net.cn）记者 陶炜 南京报道 到港股上市，似乎突然变成了国内龙头企业眼中的香饽饽。 5月23日，福瑞泰克（浙江）智能科技股份有限公司向港交所重新递交招股书，拟在香港主板上市，该公司是吉利 旗下从事智能驾驶解决方案的公司，在中国L2级及L2+级智能驾驶解决方案市场排名第三。而这在近期申请港股 上市的内地企业中，并不是最有来头的企业。 餐饮界的"雪王"蜜雪集团（2097.HK）、动力电池界的"宁王"宁德时代（300750.SZ）都在近期于港交所挂牌。就 在5月22日，工程机械行业龙头三一重工也向港交所递交了上市申请。 "A+H是现阶段A股主要趋势之一，既满足国内优质资产出海需求，又提升香港国际金融中心地位及港交所吸引 力。"国内某头部财经公关公司的高管对《华夏时报》记者说。 港交所方面，早在去年10月份，港交所就优化了港股IPO审批流程。今年5月6日，香港证监会与香港交易所又宣 布，推出"科企专线"，以进一步便利特专科技公司及生物科技公司申请上市，并允许这些公司可以选择以保密形 式提交上市申请。香港特区政府财政司司长陈茂波近日则在网上公开表示："我们正不断加强'金融+ ...

Core Insights - CATL (宁德时代) successfully listed on the Hong Kong Stock Exchange with an initial price of 263 HKD per share, closing at 296 HKD, and achieving a market capitalization of 1.47 trillion HKD by May 23 [1][2] - The listing is seen as a significant milestone for CATL, marking its integration into the global capital market and supporting the transition to a zero-carbon economy [2] - The global electric vehicle infrastructure investment is projected to exceed 3 trillion USD annually by 2030, indicating a growing market for CATL's products [1] Company Developments - CATL's listing is characterized by the participation of sovereign funds and long-term capital from 15 countries, showcasing strong investor confidence [1] - The listing is noted for its rapid execution, completing in just 128 days, and is the largest IPO in Hong Kong in recent years [2] Industry Trends - The penetration rate of new energy vehicles is expected to rise, with the establishment of standardized battery swap networks and the expansion of applications in low-altitude economies and electric shipping [1] - The successful IPO of CATL reflects a broader trend of investment in the carbon neutrality sector, highlighting the importance of technological barriers and global market share in the battery industry [1]

Core Insights - The recent trend in the A-share market has seen a surge in companies planning to list H-shares in Hong Kong, with notable performances from companies like CATL, whose H-share prices have surpassed their A-share counterparts, drawing significant market attention [1][2]. Group 1: H-share Performance - CATL's H-share price reached 322.40 HKD, exceeding its A-share price of 266.99 CNY, resulting in an AH share premium rate of -9.85% as of May 23 [2]. - Other companies such as BYD and China Merchants Bank also exhibited H-share prices higher than A-share prices, with premium rates of -5.23% and -3.51% respectively [3]. - The overall trend indicates a narrowing gap between A-share and H-share prices, with potential for H-shares to exceed A-shares in more cases [3]. Group 2: Market Trends and Indices - The Hang Seng AH Premium Index has shown a decline from a high of 161.36 points in February 2024 to 131.88 points by May 23, indicating stronger performance of H-shares compared to A-shares [4]. - The Hang Seng Index (H-share index) has increased by 7.04% this year, attributed to global economic recovery and increased liquidity in the Hong Kong market [4]. Group 3: Institutional Insights - UBS's China equity strategy head suggests that the AH premium, currently around 30%, has room for narrowing due to factors like reduced US-China tariffs and improved liquidity in Hong Kong [6]. - The report indicates that while the overall AH premium may remain stable, certain stocks could experience an AH discount due to increased foreign interest and higher liquidity in Hong Kong [6]. Group 4: Future Outlook - Analysts from CICC and Kaiyuan Securities believe that the AH price gap may continue to narrow, with potential for Hong Kong stocks to outperform A-shares in the short term due to external uncertainties and the impact of AI and regulatory changes in the internet sector [7].

东吴证券股份有限公司 督导工作开始前，与上市公司或相关当 关于孚能科技（赣州）股份有限公司 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》和《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等有 关法律、法规、规范性文件的规定，东吴证券股份有限公司（以下简称"东吴证 券"或"保荐机构"）作为孚能科技（赣州）股份有限公司（以下简称"孚能科技"、 "公司"或"发行人"）持续督导的保荐机构，负责孚能科技的持续督导工作，并出 具 2024 年度持续督导跟踪报告。 一、2024 年度持续督导工作情况 工作内容 督导及完成情况 东吴证券已建立健全并有效执行了持续督导制度， 制度，并针对具体的持续督导工作制定 并根据公司的具体情况制定了相应的工作计划。 相应的工作计划。 东吴证券已与公司签订保荐协议，该协议已明确了 事人签署持续督导协议，明确双方在持 双方在持续督导期间的权利义务，并备案。 续督导期间的权利义务，并报上海证券 交易所备案。 期或不定期回访、现场办公等方式，对公司开展了 访等方式开展持续督导工作。 持续督导工作。 市公司违法违规事项公开发表声明的， 应于披露前向上海证券 ...

"机遇总是留给有准备的人"，这对于松下电池而言，的确如此。 近日，特斯拉动力电池供应商松下电池表示，受到客户的催促，该公司正在加速生产其美国客户需要的动力电池产品。而为何要在美国建厂，并致力 于北美市场的拓展，松下电池有着自己的考虑。 加速推进工厂投产 目前，松下电池位于堪萨斯州德索托（De Soto）的电池工厂自2022年启动建设以来，目前已进入试产前最后阶段。作为松下电池在美布局的第二大 电池生产基地，该工厂预计将于2027年3月实现规模化量产，届时松下电池在美电池总产能将提升60%。 虽然松下电池方面未明确提及特斯拉名称，但特斯拉一直是松下电池最重要的客户。双方此前通过合资形式在美国内华达州建立的电池超级工厂，为 此前特斯拉成为全球电动汽车销量领先提供了关键支持。 北美市场地位重要 眼下，松下电池正积极推进美国本土电池工厂的进展。继内华达州与特斯拉合资的首座超级工厂后，堪萨斯州德索托工厂投资40亿美元，新增产能 30GWh 并提供4000个就业岗位，成为该州历史最大电池项目。2024年规划的第三家工厂选址进入最后筛选阶段，拟落子堪萨斯州或俄克拉荷马州，单厂 规模与堪萨斯州工厂项目持平，目标是到2028年 ...

动力电池——这个几乎是新能源汽车上最重要的部件，在过去几年迎来了突飞猛进的发展。然 而，随着新能源商用车市场的爆发式增长，续航焦虑、充电效率、电池寿命等核心问题仍困扰 着行业。 年新能源重卡销量预计将高达18万辆，同比翻一倍都不止，国内渗透率超过21%；未来五年 新能源重卡市场规模将达到并维持30%的增速，到2030年的渗透率有望达到50%。这些数字 的背后，是用户对于"电动重卡能赚钱"这一理念的认可。 "新能源是万亿级别的市场，这是一块很大的蛋糕。"许邦南认为，即使现在新能源重卡市场不 再以政策导向为主，竞争也会非常激烈，这样一来可以不断推动技术进步，二来也可以让市场 越来越活跃，避免陷入无意义的比价泥潭。面对市场的激烈竞争，许邦南直言："卷技术强于 卷价格，才能真正形成行业的良性循环。" 2025年，新能源商用车尤其电动重卡的用户"痛点"如何破？各家主要动力电池品牌如何迎接 新一轮的市场井喷？ 在近日举行的国轩高科2025全球科技大会上，国轩高科相关高层接受了第一商用车网的采 访，详细解读了国轩高科此次发布的电池新品及技术路线。从"卷技术"的战略选择到G行电池 的布局，国轩高科针对新能源重卡领域展现出一条 ...

Core Viewpoint - The article highlights the advancements in ultra-fast charging technology by JuWan Technology, emphasizing its potential to revolutionize the electric vehicle (EV) industry and make ultra-fast charging a standard feature within five years [6][5]. Group 1: Ultra-Fast Charging Technology - JuWan Technology demonstrated a charging session where a 2022 AION V Plus vehicle charged from 5% to 78% in just 3 minutes and 58 seconds, achieving an average charging rate of 8.8C [3][5]. - The company aims to make ultra-fast charging as common as automatic transmission in vehicles, predicting full market penetration within five years [6]. - JuWan's president, Pei Feng, emphasized the importance of average charging rates over peak rates, comparing it to a steady running pace versus a sprint [8]. Group 2: Regulatory Changes and Safety Standards - New national standards for high-power charging will be implemented by the end of 2024, increasing the current limit from 250A to 800A and the voltage limit from 1000V to 1500V [8]. - The Ministry of Industry and Information Technology will release stringent safety requirements for electric vehicle batteries by March 2025, mandating that batteries must not catch fire or explode under specific conditions [8]. Group 3: Product Development and Market Position - JuWan Technology is developing a competitive XFC ultra-fast charging battery, which is expected to be mass-produced soon [9]. - The company has demonstrated that its batteries, with software updates, can outperform competitors' products, showcasing a significant performance leap [10]. - JuWan's batteries have shown impressive longevity, with one battery pack exceeding 310,000 kilometers of use and a degradation of less than 5% [10]. Group 4: Future Innovations - JuWan Technology is investing in next-generation solid-state batteries, aiming for energy densities of up to 450Wh/kg and charging rates of 6C [14]. - The company has received national project support for the development and industrialization of solid-state battery technology, with expectations for breakthroughs in ultra-fast charging and high energy density within 3-5 years [14].