格隆汇11月14日丨亿纬锂能(300014.SZ)在投资者互动平台表示,公司储能电池订单较为饱满，目前处于 满产状态。公司为创新赋能，率先量产600Ah+电芯，利用全场景解决方案驱动储能价值跃升。根据鑫 椤咨询数据，2025上半年公司储能电池出货量稳居全球第二。 ...

格隆汇11月14日丨亿纬锂能(300014.SZ)在互动平台表示，在低空领域，公司能提供从电芯到系统的一 站式航空级安全解决方案。公司是国内首家通过AS9100D航空航天体系认证的电池企业，在商用无人机 和eVTOL等领域逐步打开局面，成功斩获植保机等商用无人机订单，进一步拓展了头部客户资源，并 联合开发新品，形成更为丰富的产品矩阵。2025年3月，公司收到广东汇天航空科技有限公司（小鹏汇 天）下一代原理样机低压锂电池定点开发通知书。这标志着双方将在低空经济领域深度协同，为飞行器 的产业化进程注入关键动力，共同推动低空经济新生态的构建。 ...

格隆汇11月14日丨亿纬锂能(300014.SZ)在互动平台表示，公司储能电池订单较为饱满，目前处于满产 状态。公司为创新赋能，率先量产600Ah+电芯，利用全场景解决方案驱动储能价值跃升。根据鑫椤咨 询数据，2025上半年公司储能电池出货量稳居全球第二。 ...

Market Overview - The market experienced a day of volatility, with the Shanghai Composite Index falling nearly 1% and the ChiNext Index dropping close to 3%. The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion yuan, a decrease of approximately 839 billion yuan compared to the previous trading day [1][8]. Sector Performance - The lithium battery sector continued to show strength, with companies like Furi Technology achieving a seven-day consecutive rise and Shida Shenghua recording three consecutive gains [3]. - The Fujian sector surged against the trend, with Pingtan Development and Haixia Environmental Protection hitting the daily limit [4]. - The gas sector also performed well, with Shouhua Gas reaching a 20% limit up [4]. - Flu season-related stocks were active, with Jindike achieving three gains in five days and Zhongsheng Pharmaceutical recording two gains in three days [5]. - The Hainan sector was notably active, with Hainan Haiyao hitting the daily limit [6]. - In contrast, the storage chip sector faced significant declines, with Baiwei Storage dropping over 10% [7]. Trading Activity - The trading volume in the Shanghai market was 837.97 billion yuan, while the Shenzhen market accounted for 1.12 trillion yuan [8]. - The top traded stock was Sungrow Power Supply, with a trading volume of 12.33 billion yuan, followed by companies like Zhaoyi Innovation and Zhongji Xuchuang with volumes of 11.53 billion yuan and 11.51 billion yuan, respectively [8].

近日市场呈现波动格局，双创板块在昨日走强后迎来回调，医疗服务、光伏设备、电池等概念的部分标 的表现活跃，展现出一定韧性。 科创板50ETF（588080）与创业板ETF（159915）分别在跟踪科创板和创业板的产品中规模居前，管理 费率仅为0.15%/年，可助力投资者低成本把握双创板块投资机会。 （文章来源：每日经济新闻） 消息面上，近日成长板块受到多因素提振。11月10日国新办政策吹风会明确发布《关于加快场景培育和 开放推动新场景大规模应用的实施意见》，首次在国家层面部署场景创新，为科创企业提供规模化验证 机会；同时，新能源领域亦现积极信号，上游硅料硅片价格企稳回升。 有分析指出，尽管短期波动难免，但宏观经济的恢复信号正逐渐明晰，前期情绪释放后，成长类标的走 势已趋稳。在长期配置视角下，代表新质生产力周期与国产化浪潮的科创板，以及估值合理且基本面边 际转好的创业板，均具备较高的配置价值。 ...

Group 1 - The 12th China (Suzhou) Battery New Energy Industry International Summit Forum (ABEC2025) will be held from November 11 to 13, 2025, focusing on the theme of "Innovation and Resilience in the Restructuring Cycle of China's Battery New Energy Industry" [2] - Over 500 representatives from the global battery new energy industry chain will gather to discuss industry development bottlenecks and propose solutions for high-quality development [2] - Li Chongxi, President of R&D System and Director of Central Research Institute at Ningbo Ronbay New Energy Technology Co., Ltd. (Ronbay Technology), delivered a keynote speech on the technical challenges and innovation strategies in the development of all-solid-state battery materials [2] Group 2 - Ronbay Technology has made significant progress in key components of all-solid-state batteries, including positive and negative electrodes, solid electrolytes, and binders, since its strategic layout began in 2018 [3] - The company has transformed from a single ternary enterprise to a platform-type provider of overall solutions for positive electrode materials, focusing on customized product development, process optimization, quality management, and supply chain stability [3] - Ronbay Technology aims to accelerate its transformation into a platform-type enterprise, enhancing its overall competitiveness and responding more efficiently to market changes through technology integration and digital management based on artificial intelligence [3]

智通财经APP获悉，中国化学与物理电源行业协会行业发布《2024年中国电池产品出口统计分析》。数据显示，2024年中国各种电池品种出口总量为 378.95亿个，2023年出口总量为332.80亿个，同比增长13.87%。2024年中国各种电池品种出口额为669.79亿美元，2023年出口额为707.11亿美元，同比减 少5.28%。其中，锂离子蓄电池出口额占91.3%，铅酸蓄电池出口额占4.4%，锌锰/碱锰电池出口额占2.9%，镍氢/镍镉蓄电池出口额占0.6%。 | 序号 | 品种 | 2024 年 | 2023 年 | 2024 年与 2023 年同比 | | --- | --- | --- | --- | --- | | 1 | 镇铜蓄电池 | 0.67 | 0.59 | 13.90% | | 2 | 镍氢蓄电池 | 3.62 | 3.45 | 4.80% | | 3 | 锂一次电池 | 23.96 | 18.56 | 29.13% | | ব | 锌锰电池 | 143.06 | 132.90 | 7.64% | | 5 | 碱锰电池 | 164.66 | 137.58 | 19.69% | | િ | ...

中证报中证网讯(王珞)近日，容百科技研发体系总裁兼中央研究院院长李琮熙，受邀在第12届中国(苏 州)电池新能源产业国际高峰论坛(ABEC2025)发表主题演讲，首次系统披露了公司在全固态电池材料领 域的完整研发布局与技术产业化时间表，明确表示其全固态电池正极材料将于2027年搭载于下一代智能 移动终端，实现规模化商用。 李琮熙指出，全固态电池因高安全性和高综合性能成为下一代电池技术的理想形态，预计2030年全球市 场规模将突破156GWh。然而，硫化物全固态电池的产业化仍面临界面稳定性、成本及制造工艺三大核 心挑战。行业正通过界面改性、多尺度表征技术指导结构的优化设计解决这些问题，并预测随着产能扩 大和工艺迭代，2035年硫化物全固态电池成本有望降至0.4元/Wh以下。 李琮熙强调，容百科技已从单一三元材料企业转型为平台型正极材料整体解决方案提供者。通过"技术- 工艺-市场"闭环战略，公司结合连续并购与自主研发，快速切入钠电、磷酸锰铁锂、磷酸铁锂等新赛 道。供应链方面，通过长协采购、AI预测优化库存，并布局电池回收体系，构建资源循环价值链。研 发端则依托数字化平台加速材料设计，强化与全球客户协同创新。 容百科 ...

Group 1 - The core point of the news is that EVE Energy Co., Ltd. experienced a 5.1% drop in stock price, trading at 82.91 yuan per share, with a total market capitalization of 169.61 billion yuan as of the report date [1] - EVE Energy's main business includes the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] - The revenue composition of EVE Energy is as follows: power batteries account for 45.26%, energy storage batteries 36.56%, consumer batteries 18.03%, and others 0.16% [1] Group 2 - From the perspective of fund holdings, a fund under Zheshang Securities Asset Management has EVE Energy as its fifth-largest holding, with 22,700 shares, representing 3.99% of the fund's net value [2] - The fund, Zheshang Huijin Transformation Growth (000935), has a total scale of 51.79 million yuan and has achieved a return of 44.4% this year, ranking 1557 out of 8140 in its category [2] - The fund manager, Ma Binbo, has been in position for 7 years and 325 days, with the best fund return during his tenure being 78.16% and the worst being -43.63% [3]

兴业能源革新股票A（013049）成立日期2021年8月31日，最新规模3.52亿。今年以来收益50.86%，同 类排名587/4216；近一年收益36.15%，同类排名741/3955；成立以来收益11.29%。 兴业能源革新股票A（013049）基金经理为邹慧。 截至发稿，邹慧累计任职时间4年356天，现任基金资产总规模57.21亿元，任职期间最佳基金回报 80.06%， 任职期间最差基金回报3.46%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 11月14日，亿纬锂能跌5.1%，截至发稿，报82.91元/股，成交45.30亿元，换手率2.90%，总市值1696.13 亿元。 资料显示，惠州亿纬锂能股份有限公司位于广东省惠州市仲恺高新区惠风七路38号,香港铜锣湾希慎道 33号利园1期19楼1910室，成立日期2001年12月24日，上市日期2009年10月30日，公司主营业务涉及消 费电池(包括锂原电池、小型锂离子电池、三元圆柱电池)和动力电 ...