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刚刚,今年最大IPO诞生了
投资界· 2025-05-20 02:21
以下文章来源于天天IPO ,作者刘博 天天IPO . 投资界(PEdaily.cn)旗下,专注IPO动态 欢迎加入投资界读者群 2 0 11年,43岁的曾毓群回到老家创立宁德时代,历经十余年时间,打造了全球动力电池 的绝对龙头。如今,曾毓群又带着宁德时代赴港上市,开启出海征程。 这也是中国新能源扬帆出海的一抹缩影——光伏、锂电池、新能源汽车,已成为中国外 贸"新三大件"。我们可以看到,越来越多的中国新能源军团正登上全球舞台,用来自中 国的科技创新影响世界。 57岁曾毓群 一手缔造万亿市值 作为宁德时代掌门人,曾毓群的故事堪称传奇。 1 9 6 8年,曾毓群出生在福建宁德一个农民家庭,后来考入上海交通大学船舶工程系。毕 业后,他被分配到福建一家国企工作。仅仅干了三个月后,他便辞去了铁饭碗,跑到东莞 新科磁电厂做一名工程师,一干就是10年。 直到19 9 9年,新科公司的高管陈棠华和梁少康找到曾毓群,希望能一起做一个电池创业 项目。经过一番沟通后,身为新科最年轻工程总监的曾毓群最终答应了。于是,新能源科 技有限公司(下称"ATL")在香港注册成立。对于当时去做电池的决定,曾毓群曾回忆 道,"这完全是一种冲动。" ...
创新迭出、成果丰硕,缔造“锂电新势力”
Xin Hua Ri Bao· 2025-05-20 02:18
Core Insights - Hive Energy Technology Co., Ltd. has been recognized as one of the top 50 innovative companies in China by Forbes in 2022 and ranked 71st in the 2023 Hurun Global Unicorn List with a valuation of 60 billion yuan [1] - The company focuses on the research and development of lithium-ion power batteries, energy storage batteries, solar equipment, and related integrated products, establishing itself as a "new force in lithium batteries" [1] Group 1: Company Development and Innovation - Hive Energy (Wuxi) is responsible for cutting-edge R&D design, marketing planning, and R&D business support, with multiple R&D centers for power lithium batteries and solid-state batteries [2] - The company has established various laboratories and production lines, enabling it to provide R&D samples, technical services, and comprehensive solutions to well-known automotive brands [2] - The first pilot production line was launched in July 2020, featuring fully automated equipment and quality control systems consistent with mass production environments, enhancing its capabilities in new processes and materials [2] Group 2: Technological Advancements - Hive Energy (Wuxi) has successfully eliminated cobalt from the cathode materials of lithium batteries, becoming the first global company to achieve mass production of cobalt-free batteries [3] - The company leads in high-speed stacking technology, long-life solid-state batteries, and AI-driven manufacturing, with its short-blade battery shipments ranking first globally [3] - In 2024, the R&D team announced a semi-solid-state battery with an energy density of 266Wh/kg, featuring a capacity of 150Ah, fast charging capability, and a cycle life of 1800 times, set for mass production in February 2026 [3] Group 3: Corporate Culture and Leadership - The establishment of the Party Committee in January 2023 aims to integrate party building with technological innovation, fostering a "new engine" for innovation [4] - The company has applied for over 10,000 patents and encourages exemplary performance among employees through various initiatives [4] - Hive Energy (Wuxi) is committed to enhancing the technological content and quality of its products, driving high-quality development in the new energy industry [4]
孚能科技行业领航!SPS电池包首次通过整车级刮底安全测试
起点锂电· 2025-05-19 09:44
以下文章来源于孚能科技 ,作者快速向前的 孚能科技 . 专注科技创新,引领能源变革,为美好生活续航。 近日, 孚能科技 SPS 电池包首次高标准通过了中汽测评 2024 版 C—NCAP 整车级刮底安全严苛测试 ,再次彰显了 SPS 的高安全性能和 强大的技术底蕴。 此次测试为裸电池包测试,未配备整车底护板,模拟了整车行驶下方遇较大障碍物,底盘磕碰以及倒车时底盘硬物刮底的极端工况。即便如 此, 测试后电池包仅轻微划痕,无明显变形,充分证明了其卓越的安全性能 。 SPS 电池包能在严苛测试中表现优异,得益于其领先的技术 和设计。 SPS 采用高本征安全的化学材料,从源头提升电池安全性,大幅降低热失控、短路风险;搭配高强度铝合金结构实现 360° 安全防 护,为电池包构筑坚实的安全屏障。 目前,孚能科技 SPS 大软包产品已正式量产,取得重大突破。在市场拓展上, SPS 产品已获得广汽、吉利、东风、江铃等知名车企客户项 目定点 ,助力公司扩大规模效应,为消费者带来更多高品质、高安全的动力电池产品。 ( 来源:孚能科技) 往 期 回 顾 | 01 | | | 一周锂电新闻汇总 | | --- | --- | --- ...
借助政策支持和金融创新等多元手段 推动绿色转型加速实现
Zheng Quan Ri Bao Wang· 2025-05-19 03:03
5月17日至18日,2025清华五道口全球金融论坛在深圳举办。在"主题讨论五:绿色发展的机遇与挑 战"环节,参会嘉宾深入探讨了在全球气候危机背景下,资本流动的新逻辑以及绿色转型的实现路径。 回报率可观的绿电项目或吸引国际资本 鞠建东认为,这种刺激方案来自全球南方国家或者是南南之间的一些合作,在这些合作中,中国会发挥 主要的作用。此外,还有不同国家央行之间的多边合作,包括世界开发银行采取的一些措施。 在论坛现场,清华大学五道口金融学院讲席教授、绿色金融研究中心主任鞠建东探讨了绿色金融以及绿 色转型面临的冲击。 鞠建东称,目前看到了绿色转型需求端的一些巨大冲击。从全球层面来看,气候问题确实越来越严峻, 但又难以实现《巴黎协定》的升温控制在2℃以内的目标。但是在需求端,却面临着需求下滑,甚至负 需求的局面。 从全球金融角度来讲,如何将绿色转型需求和资本投资匹配起来?鞠建东表示:"如果我们能够对未来 有相对准确的预判,能够在南方国家或者新兴市场更好地设计一系列清洁能源或者绿电项目,项目也有 了很好的投资回报,预计国际金融市场和国际资本就会参与其中。" 鞠建东介绍,如果确保基于某个绿电项目的投资能产生每年3%的复合回报 ...
港股一线|三大指数震荡上行,宁德时代即将登陆港股,腾讯2025首季度净利润涨22%
Market Overview - The Hong Kong stock market experienced a slight fluctuation but maintained an upward trend during the week of May 12-16, with the Hang Seng Index closing at 23,345.05 points, up 2.09% [1] - The Hang Seng Tech Index closed at 5,281.34 points, up 1.95%, and the China Enterprises Index closed at 8,468.29 points, up 1.92% [1] Investment Insights - Analysts suggest focusing on sectors such as AI computing and semiconductor equipment, which are seen as having significant long-term potential [1] - The performance of internet leading companies during their earnings announcements is expected to catalyze stock price increases [1] - Investors are advised to pay attention to the liquidity of the Hong Kong dollar and adjustments in real estate policies, which may lead to valuation recovery in local banks, utilities, and real estate stocks [1] Company Highlights - NIO's IPO in Hong Kong is set for May 20, with a subscription rate exceeding 120 times and total subscription amount surpassing 280 billion HKD, marking it as the largest A+H share project of the year [3] - The IPO price range is set at 263 HKD per share, with cornerstone investors including Sinopec and Hillhouse Capital [3] - Approximately 90% of the funds raised will be allocated to the construction of a battery factory in Hungary, part of NIO's global strategy [3][4] Financial Performance - Tencent reported a 13% year-on-year increase in revenue for Q1 2025, reaching 180 billion CNY, with adjusted net profit growing by 22% to 61.3 billion CNY [7] - The growth in Tencent's performance is attributed to the ongoing AI strategy and stable growth in its gaming business [7][8] - Tencent's capital expenditure for Q1 2025 reached 27.48 billion CNY, a 91% increase year-on-year, reflecting significant investment in AI capabilities [8] Consumer Sector - Green Tea Group's IPO on May 16 saw its stock price drop by 5.56% on the first day, closing at 6.79 HKD per share [5] - Despite a strong oversubscription of 317.54 times, the stock's performance indicates investor caution, likely due to the desire to liquidate positions quickly [5][6] - Green Tea Group plans to expand its restaurant network significantly, with a target of adding 150-213 new stores annually over the next three years [6]
智通港股早知道 | 恒生科技指数调入比亚迪股份(01211) 宁德时代(03750)H股发售定价每股263港元
Zhi Tong Cai Jing· 2025-05-18 23:41
Group 1 - Ningde Times has set the H-share offering price at HKD 263.00 per share, with an additional issuance of 17,684,100 shares, representing approximately 15.0% of the total shares available for subscription [1] - The additional shares will be allocated based on an initial ratio of 7.5% for the Hong Kong public offering and 92.5% for the international offering [1] - The H-shares are expected to commence trading on the Hong Kong Stock Exchange on May 20, 2025, at 9:00 AM [1] Group 2 - Moody's has downgraded the U.S. credit rating from AAA to AA1, impacting market sentiment [2] - Major U.S. stock indices showed positive performance, with the Dow Jones up 331.99 points (0.78%) and the S&P 500 up 41.45 points (0.70%) [2] - The Nasdaq China Golden Dragon Index rose by 4.56% over the week, indicating a positive trend for Chinese concept stocks [2] Group 3 - The Hang Seng Index Company announced the quarterly review results, increasing the number of constituent stocks from 83 to 85, with BYD included in the Hang Seng Tech Index [3] Group 4 - The Central Committee of the Communist Party and the State Council have mandated that government procurement of vehicles should prioritize domestic and new energy vehicles [4] Group 5 - The revised regulations prohibit high-end dishes and alcohol in official work meals, emphasizing cost control in government receptions [5] Group 6 - The Financial Secretary of Hong Kong stated that global funds are increasingly flowing towards leading innovative technology companies and future industries [6] Group 7 - The China Securities Regulatory Commission encourages private equity funds to participate in mergers and acquisitions of listed companies, with adjustments to lock-up periods for investments [7][8] Group 8 - WuXi AppTec's subsidiary, Hanbang Technology, was listed on the Shanghai Stock Exchange on May 16, 2025 [9] Group 9 - Weichai Power expects significant growth in sales of its M-series large-bore engines and data center products, driven by strong industry demand [10] Group 10 - Shandong Xinhua Pharmaceutical is the largest producer of ibuprofen raw materials in China, with an annual production capacity exceeding 8,000 tons, accounting for 40% of global capacity [11] - The company holds a 62.66% market share in China and exports 60% of its total production, primarily to high-end markets in Europe and the U.S. [11]
香港新股集资额超600亿港元暂居全球首位;宁德时代H股发售价为每股263港元
Mei Ri Jing Ji Xin Wen· 2025-05-18 23:22
Group 1 - Hong Kong's new stock fundraising has exceeded HKD 60 billion this year, ranking first globally, with a significant increase of over 6 times compared to the same period last year [1] - The upcoming listing of CATL (宁德时代) on May 20 is expected to be the largest IPO globally this year, further boosting market confidence and highlighting the rapid development of the renewable energy sector [1][2] - The strong performance of Hong Kong's stock market, particularly in the new stock market, reflects its attractiveness as an international financial center [1] Group 2 - CATL's H-share price is set at HKD 263, with 17.68 million additional shares to be issued, representing approximately 15% of the total shares available for subscription [2] - The listing of CATL is a significant milestone for the global renewable energy market, enhancing Hong Kong's position in this sector and increasing CATL's international influence [2] Group 3 - MetaLight has passed the listing hearing for the Hong Kong Stock Exchange, aiming to list on the main board, despite facing losses in recent years [3] - The company's revenue has shown steady growth, indicating strong market demand and potential for expansion in the public transportation digital services sector [3] Group 4 - Midea Group and ZTO Express will be included in the Hang Seng Index, reflecting structural changes in the Hong Kong stock market and the growing importance of the consumer and logistics sectors [4] - BYD will be added to the Hang Seng Tech Index, highlighting strong growth in technology and renewable energy sectors [4] Group 5 - Ferretti reported a net profit of EUR 2.39 million in Q1 2025, a 7.7% increase from Q1 2024, driven by strong performance in the custom yacht segment [5] - The increase in new orders by 1.5% year-on-year indicates sustained demand in the high-end yacht market despite global economic challenges [5] Group 6 - The Hang Seng Index closed at 23,345.05, with a decline of 0.46% on May 16, reflecting a slight downturn in the market [6] - The Hang Seng Tech Index and the National Enterprises Index also experienced minor declines of 0.31% and 0.49%, respectively [6]
欣旺达动力闪充电池4.0产品矩阵闪耀CIBF2025,全球首创1400A大电流超充电池亮相
鑫椤锂电· 2025-05-18 12:26
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源:欣旺达 5月16日,欣旺达动力产品线总经理何轩博士应邀出席CIBF2025第十七届深圳国际电池展,重磅发布 欣旺达动力闪充电池4.0全新超充电池产品矩阵: 全球百万车主信赖,三年综合成本低于燃油车,新一代低成本 H EV 高功率电池。 本次产品矩阵焕新,是欣旺达动力又一次引领业界超充技术创新的证明,为新能源汽车行业深度电动 化、智能化提供强劲动力。 ▲ 图注:欣旺达动力闪充电池 4.0系列 与此次全新超充电池产品矩阵一同亮相的,还包括欣旺达动力的三大系统平台: 与之相配的电芯方案采用 了 高空间利用率的新一代天擎结构,搭配正 / 倒置底排,实现高能量密度 +热电分离,系统 层级配合 发泡胶灌封 、 集成式液冷 BDU、从控FPC直插等模块化技术 ,使欣旺达 动力全新一代超充产品矩阵具备了高集成、高安全、高效率等特点。 作为全球超充电池技术领导者, 2022年9月,公司率先推出并量产行业首款4C超充电池,经过不断技 术迭代,2025年5月,欣旺达动力闪充电池4.0已迭代至 12C 极充版本,单次补能时长已压缩至 ...
期待更多民企科学家获评院士
Jing Ji Ri Bao· 2025-05-17 21:52
当选院士不仅是一份崇高的荣誉,更是一份沉甸甸的责任,广大民企科技工作者要自觉把学术追求融入 建设科技强国的伟大事业。在创新格局上,民企科技工作者要坚持面向世界科技前沿、面向经济主战 场、面向国家重大需求、面向人民生命健康,不断向科学技术广度和深度进军。在具体科研工作中,则 要立足企业创新优势,积极牵头承担国家重大科技专项和重点研发计划;积极参加学术研究和交流,推 动学科交叉融合及相关学科发展。 近日,2025年两院院士增选工作启动,一个细节引发关注:本年度,中国工程院院士增选总名额不超过 100名,其中8个名额主要用于支持民营科技领军企业的候选人。从前几年的"鼓励参选"到如今"设立专 项",既打破了院士增选的传统格局,更彰显了国家对民企科学家创新贡献的高度认可。 华为的5G技术,让中国在全球通信标准制定中赢得了重要话语权;大疆的无人机,重新定义了全球消 费级无人机市场格局;宁德时代的动力电池,助力中国新能源汽车产业领跑全球……近年来,民营企业 跑出了令人瞩目的"中国速度"。这些成绩,正是民企科学家们用智慧和汗水浇灌的"创新之花"。不过, 由于学术评价体系等方面的原因,大量民企科技人才长期徘徊在学术荣誉体系的边 ...
多方卡位固态电池竞赛,但规模量产至少仍需5年
Di Yi Cai Jing· 2025-05-17 14:25
固态电池迈向产业化。 2025年汽车产业的技术发展进入新阶段,在智能化技术向前之际,电动化的新电池技术也取得了新进 展。CIBF 2025中国深圳电池展上,固态电池产业化、技术难点等成为业内关注焦点。 对比液态电池,固态电池的安全性、能量密度、使用寿命等均有提升。中国电动汽车百人会旗下车百智 库最新调研报告《全固态电池有望引领新一轮电池革命》认为,当前液态锂离子电池能量密度已接近上 限(约350Wh/kg),而全固态电池能量密度有望突破500 Wh/kg,在产品性能上具备"技术颠覆"的潜 力。因此,固态电池一直被各大动力电池厂商、新能源车企视为下一代电池的重要开发方向,但仍需要 攻克技术、高成本等问题 贝特瑞集团研究院固态电池项目负责人杨成林表示,固态电池面临的问题包括成本过高(全固态电芯成 本达到5元/Wh)、运行压力高(全固态电芯运行所需压力在兆帕级)等。 但近一年来,随着技术工艺的不断迭代,固态电池所需原材料成本出现明显下降。杨成林表示,比如固 态电解质所需的硫化锂,在大批量采购的情况下,目前的售价可以达到1000元/千克。 随着原材料成本的下探,产业链相关厂家对固态电池量产的速度也在加速。国轩高科于5 ...