Core Viewpoint - Guosheng Technology (603778.SH) announced that its stock experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on November 12 and 13, 2025, following the disclosure of a significant investment plan [1] Group 1: Investment Announcement - The company disclosed that its subsidiary, Anhui Guosheng New Energy Technology Co., Ltd., plans to invest 230 million RMB in Tieling Global to develop a solid-state battery industry chain AI intelligent manufacturing project [1] - The investment target, Tieling Global, has not yet commenced actual operations, indicating potential risks in achieving expected returns [1] Group 2: Project Uncertainty - The company highlighted that the implementation of the project carries uncertainties, which may affect its progress and success [1]

本刊记者 牛朝阁 固态电池已经到了冲刺阶段。 一面是企业密集公布研究、产能、商业化进程；一面是理论研究出现重大突破。固态电池为何引发技 术、产能、商业化三方共振？什么时候能走出实验室量产"上车"？ 理论、产能、商业化接连突破 固态电池指采用固态电解质代替传统液态电解质的新型电池技术，这一技术能更好地解决续航里程和短 路起火问题，被业内称为动力电池的"最终解决方案"。但长期以来，受限于技术、成本、产能、商业化 等多个方面，固态电池未能真正走出实验室。 今年10月底，本就备受关注的固态电池再次站在聚光灯下——在短短半个月内，整车企业、电池企业或 发布新款固态电池，或明确量产，或公布商业化应用时间点，叠加科研方的理论突破，技术、产能、商 业化"共振"引发广泛关注。 10月18日，与国轩高科合作的奇瑞汽车展出了犀牛S全固态电池模组。这是一款电芯能量密度高达 600Wh/kg的电池模组，接近锂电池理论极限，续航里程将提升到1200公里至1300公里。按照计划，奇 瑞的这款犀牛S全固态电池将于2027年完成装车验证。 两天后，东风汽车官方发文称，已经成功量产固态电池并构建起供应链，预计于2026年实现装车。 欣旺达也几乎 ...

Group 1 - The stock price of Ningde Times showed strong performance, with an intraday increase of up to 9% [1] - As of 13:32, the stock price reached 414.49 yuan per share, reflecting a rise of 7.28% [1]

Core Viewpoint - Haopeng Technology's stock rose by 5.2% to 75.66 CNY per share, with a trading volume of 232 million CNY and a turnover rate of 3.95%, resulting in a total market capitalization of 7.562 billion CNY [1] Group 1: Company Overview - Haopeng Technology, established on October 8, 2002, and listed on September 5, 2022, is located in Longgang District, Shenzhen, Guangdong Province [1] - The company specializes in the research, design, manufacturing, and sales of lithium-ion batteries and nickel-hydrogen batteries [1] - The revenue composition of Haopeng Technology includes 88.37% from consumer application scenario new energy solutions, 9.12% from energy storage application scenario new energy solutions, and 2.51% from other sources [1] Group 2: Fund Holdings - According to data, one fund under Jianxin Fund has a significant holding in Haopeng Technology, specifically the Jianxin Minfeng Return Regular Open Mixed Fund (004413), which held 1,400 shares, accounting for 0.19% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated an estimated floating profit of approximately 5,236 CNY today [2] - Jianxin Minfeng Return Regular Open Mixed Fund was established on April 18, 2017, with a latest scale of 55.142 million CNY, yielding a return of 3.66% year-to-date, ranking 7,243 out of 8,145 in its category [2]

Core Insights - The Shanghai Municipal Market Supervision Administration conducted a quality inspection of lithium-ion batteries for electric bicycles, testing 20 batches with no non-compliance found [1] Group 1: Inspection Results - All 20 batches of lithium-ion batteries inspected were compliant with relevant standards, indicating a positive quality assurance for products sold in Shanghai [1] - The inspected samples were sourced from four provinces: Anhui, Fujian, Guangdong, and Zhejiang, with no non-compliant products identified from external manufacturers [1] Group 2: Regulatory Framework - The inspection was organized based on the implementation guidelines SHSSXZ0224-2025 for quality supervision of lithium-ion batteries for electric bicycles in Shanghai [1]

Core Viewpoint - Contemporary Amperex Technology Co., Ltd. (CATL) saw its A-shares rise over 5% to 406.7 yuan, while its H-shares increased by more than 2% on November 13 [1] Company Performance - CATL's A-shares reached 406.7 yuan during intraday trading, reflecting a significant increase of over 5% [1] - The company's H-shares also experienced a rise of more than 2% [1]

截至发稿，毕子男累计任职时间4年257天，现任基金资产总规模5403.48万元，任职期间最佳基金回报 4.44%， 任职期间最差基金回报-12.95%。 11月13日，宁德时代涨5%，截至发稿，报405.70元/股，成交89.29亿元，换手率0.53%，总市值18512.43 亿元。 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。 资料显示，宁德时代新能源科技股份有限公司位于福建省宁德市蕉城区漳湾镇新港路2号,香港中环云咸 街29号LKF2913楼，成立日期2011年12月16日，上市日期2018年6月11日，公司主营业务涉及宁德时代 新能源科技股份有限公司是一家主要从事主要从事动力电池、储能电池的研发、生产、销售的中国公 司。该公司的产品应用于乘用车、商用车、表前储能、表后储能等领域，以及工程机械、船舶、航空器 等应用场景。动力电池产品主要包括电芯、模组或电箱及电池包。储能电池产品主要包括电芯、电池 柜、储能集装箱以及交流侧系统等。该公司还从事电池材料和回收以及其他业务 ...

11月13日早盘，宁德时代AH股走高。截至10:40，A股宁德时代盘中涨超5%，报406.7元。H股宁德 时代涨超2%。 ...

Group 1 - The core point of the news is that Desay Battery's stock price increased by 5.24% to 29.50 CNY per share, with a trading volume of 322 million CNY and a turnover rate of 2.90%, resulting in a total market capitalization of 11.347 billion CNY [1] - Desay Battery, established on September 4, 1985, and listed on March 20, 1995, is located in Nanshan District, Shenzhen, Guangdong Province. The company specializes in the production of power management systems and various lithium batteries [1] - The revenue composition of Desay Battery includes: 31.93% from smartphones, 19.92% from power tools, smart home and travel products, 15.47% from laptops and tablets, 11.71% from wearables, 10.73% from energy storage products, and 10.25% from other sources [1] Group 2 - Among the top ten circulating shareholders of Desay Battery, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 14,700 shares in the third quarter, now holding 2.1079 million shares, which is 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 27.15%, ranking 2004 out of 4216 in its category; the one-year return is 16.81%, ranking 2346 out of 3951; and since inception, the return is 12.52% [2]

Group 1 - The solid-state battery sector in Hong Kong stocks is experiencing a significant rally, with Longpan Technology rising over 10% [1] - Ruipu Lanjun, Ganfeng Lithium, and Tianqi Lithium have all seen increases of over 6% [1] - Zhongchuang Xinhang has also reported a rise of over 4% [1]