近日，成都市委办公厅、市政府办公厅印发了《成都市推动县市新城高质量发展实施方案》。其中提 出，增强先进制造业基地承载功能。发挥空间承载等优势，承接先进制造功能性引领性项目，推动装备 制造、先进能源、新型材料产业向简阳市、彭州市、金堂县倾斜布局，打造成都制造业战略增量区域。 运用数智赋能和绿色技术改造提升白酒、家居等传统产业，做强动力电池、智能终端等细分领域，争创 国家级中小企业特色产业集群，提升邛崃市、崇州市先进制造业能级。支持有根企业扩能提质，深化低 效闲置用地、厂房楼宇再开发，持续拓展产业新空间，推动都江堰市、大邑县、蒲江县壮大医药健康、 绿色食品等特色优势产业。支持发展绿色氢能、低空经济、商业航天和算力等新兴产业，争取关键产业 备份项目落地。(人民财讯) ...

Core Viewpoint - The article discusses the strategic initiatives of state-owned enterprises (SOEs) in the battery industry, particularly focusing on the establishment of a leading battery industry platform by China National Automotive Industry Corporation (CNAIC) through its subsidiary, China Automotive New Energy Co., Ltd. (CNAE) [3][7]. Group 1: Strategic Initiatives - The conference held on July 14 emphasized the importance of innovation and market orientation in CNAE's transformation strategy, described as "overtaking on a curve and changing lanes" [4][9]. - Liu Yigong, the Deputy Secretary of the Party Committee and General Manager of China FAW Group, highlighted the commitment to core technology development and the ambitious vision for building an industrial ecosystem [6][9]. Group 2: Industry Positioning - The event marked a significant strategic layout for SOEs in the power battery sector, showcasing CNAE's efforts to integrate and transform its operations [7][12]. - The establishment of the headquarters and innovation research institute for CNAE signifies a crucial step in technological innovation and industrial upgrading [7][12]. Group 3: Collaborative Efforts - The conference included a signing ceremony for the cooperation in the industry-university-research application ecosystem, facilitating a platform for collaboration among various stakeholders [11]. - Liu Yigong expressed gratitude to government bodies, local authorities, and industry partners for their support in CNAE's transformation and development [9][14].

Core Viewpoint - The article emphasizes that Chinese companies are entering a new wave of globalization, facing both opportunities and challenges. The key to success lies in capability building, long-term strategic focus, and leveraging existing advantages to achieve higher goals and global capabilities [2][37]. Existing Advantages - Chinese companies currently possess strong advantages in technological innovation, large-scale manufacturing, and supply chain organization, which are crucial for transforming these strengths into core competitiveness in international markets [4]. - In emerging fields like new energy and artificial intelligence, Chinese companies have reached a leading global position. For instance, BYD's blade battery technology and DJI's drone control systems are benchmarks in their respective markets [5]. - The speed of technological iteration is vital for maintaining competitive advantage. Companies like Huawei and CATL are heavily investing in R&D to ensure continuous innovation and market leadership [6][8]. High-Level Goals - Chinese companies need to invest in brand value, standard-setting, and industry influence to gradually move upstream in the value chain and lead the future direction of industries globally [10]. - The ultimate goal for Chinese companies should be to build globally recognized and reputable brands, moving from OEM reliance to establishing their own brand identities [11][12]. - Mastering technical standards is essential for controlling industry ecosystems and value chain distribution. The case of Chinese electric vehicles in Indonesia illustrates the importance of aligning with local standards to avoid competitive disadvantages [13][14]. Global Capabilities - Compliance capability, cross-cultural management, and understanding international dynamics are essential elements for Chinese companies throughout their globalization process [21]. - Initially, companies may struggle with compliance due to a lack of understanding of local laws and regulations. As they mature, they must develop a comprehensive compliance system to manage risks effectively [22][24]. - Cross-cultural management is crucial for building trust and integrating local practices. Companies should focus on cultural sensitivity and flexible management to navigate cultural differences [27][28]. - Understanding international dynamics is vital for risk management. Companies need to establish local information networks and resilient supply chains to mitigate geopolitical risks [29][30]. Conclusion - The essence of globalization for Chinese companies is a race between capability evolution and environmental complexity. Companies must maintain a long-term perspective and continuously enhance their global capabilities to thrive in the new era of globalization [35][37].

在去年 9 月 25 日，国务院国资委召开的中央企业专业化整合推进会上， 12 组 26 家单位专业化整合项目集中签约，其中，中国一汽拟投 资控股中国诚通所属力神青岛，兵器装备集团（长安）、东风公司同步参与，共同打造国资动力电池头部企业。 这一举动也被外界视作要打造动力电池 "国家队"。 近日，力神青岛正式更名为"中汽新能"，标志着这家老牌动力电池企业的重大战略升级， 吹响向新能源领域重新出发的新号角。 7 月 14 日， 中汽新能正式落户天津滨海高新区天开华苑园。 作为国内最早从事锂离子电池研发与制造的企业之一，也是唯一的央企实控动力电池生产企业，中汽新能将在天津布局总部、营销、研发三大 中心，致力于打造新时代一流动力、储能电池产业平台，布局电池全产业链生态，建设成为独立的、有市场竞争力的、有行业影响力的国资动 力电池头部企业。 大会期间，中汽新能与整车企业、储能企业、科研高校、区域协同及供应链伙伴等 30 余家单位签署战略合作协议，合作涉及技术研发、产品 制造、市场合作等多个领域。这不仅是合作项目的启动，更是中汽新能打造一流电池平台战略实施的关键一步。 力神青岛更名 "中汽新能"，标志着技术体系的全面升级 ...

交银国际研究 每日晨报 2025 年 7 月 15 日 今日焦点 | 京东物流 | | 2618 HK | | --- | --- | --- | | 预计 | 2 季度业绩符合预期，接入集团全职外卖骑 | 评级: 买入 | | 手配送寻求长期协同 | | | | 收盘价: 港元 13.18 | 目标价: 港元 18.50 | 潜在涨幅: +40.4% | | 孙梦琪 | mengqi.sun@bocomgroup.com | | 预计 2 季度业绩符合预期，收入延续双位数增长，利润同比中个位数增 长。公司将为集团外卖提供全职骑手配送服务，按照成本价结算，对短 期利润有限，长期寻求协同效应。微调预测，维持目标价 18.50 港元及 买入评级。 | 哔哩哔哩 | | BILI US | | --- | --- | --- | | 2025 | 投资者日：聚焦广告商业化效率提升及核 | | | 心游戏 IP | 长线运营 | | | 赵丽, CFA | zhao.li@bocomgroup.com | | 广告：进一步强化基建能力，基于 AI 大模型重构推荐算法/素材生成/智 能投放，提升商业化效率，继续发力多屏 ...

以下文章来源于高工产研 ，作者GGII 摘要 2025年1-5月全球新能源汽车累计销售697.5万辆，同比增长28%，带动全球动力电池装机 量约369.8GWh，同比增长35% 。 高工产研 . 高工产业研究院（GGII）通过发布的《全球动力电池装机量月度数据库》统计显示： 高工产业研究院（简称GGII）是一家专注国内新兴产业市场研究与咨询的第三方机构，涉及的新兴产 业主要包括锂电池、储能、氢能与氢燃料电池、新能源汽车、智能汽车、LED照明与显示、机器人、新 材料等。 2025年5月全球新能源汽车销售158.5万辆，同比增长24%；动力电池装机量约84.7GWh，同比 增长30% 。 2025年1-5月全球新能源汽车累计销售697.5万辆，同比增长28%，带动全球动力 电池装机量约369.8GWh，同比增长35% 。 版权说明： 本报告版权归高工产研所有，只限客户自身使用，不得扩散给任何第三方使用。 目录 （ 向上滑动阅览） 第一章 新能源汽车市场分析 第一节 全球新能源汽车市场 一、全球新能源汽车市场现状及趋势 二、全球主要国家新能源汽车发展现状 三、全球新能源汽车产业发展趋势 第三节 中国新能源汽车市场分 ...

蜂巢能源的"春天"来了？ 综合信息显示，smart是由吉利控股集团与梅赛德斯-奔驰共同运营的智能纯电汽车品牌，现隶属于双方合资成立的智马达汽车有限公司， 业 务已覆盖中国、欧洲、东南亚、南亚、大洋洲、中东、非洲等31个国家和地区。 2024年全球累计销量12.97万辆。 对比国内饱和的市场，很明显蜂巢能源在海外市场的押注力度更大。 公开数据显示，今年1-6月，蜂巢能源国内动力电池装机量为8.4GWh，装车占比2.8%，同比下滑0.24个百分点。但从全球市场来看，今年 1-5月， 蜂巢能源以10.5GWh的装车量跻身全球TOP10，同比增长高达110.1%，是前十唯一实现三位数增长的企业， 海外出货量占比达 30%。 蜂巢能源爆发式增长的背后，主要是由于欧洲等海外车企的认可。据了解，除了smart，蜂巢能源早已供货Stellantis与宝马MINI。 其中，蜂巢能源 为Stellantis集团累计供货12.8万套短刀电池包，为宝马MINI配套的电池也突破11万套大关。 可以确认， smart电池定点将继续为蜂巢能源海外市场打开成长空间。 在行业看来，蜂巢能源能够"扬帆起航"的重要原因在于其差异化布局和产品结构的 ...

Core Viewpoint - Chery's new model, the Fengyun A9L, has been launched globally and has quickly gained traction in the domestic mid-to-large sedan market, with 50,287 pre-orders within 24 hours, positioning it as a new contender in the segment [1] Group 1: Partnership with Guoxuan High-Tech - Guoxuan High-Tech provides a hybrid battery system for the Fengyun A9L, showcasing superior performance with a pure electric range of 260 km and a combined range exceeding 2500 km [3] - The battery system features innovative safety measures, including a thermal runaway prevention system and a robust aluminum alloy casing, enhancing the vehicle's crash resistance and safety [4] - Guoxuan High-Tech has a long-standing partnership with Chery, with significant milestones including the delivery of over 130,000 battery systems in 2022, marking a growth of over 220% year-on-year [5] Group 2: Market Trends in New Energy Vehicles - The demand for plug-in hybrid and range-extended vehicles is increasing, with these models accounting for 41.5% of the new energy vehicle market, reflecting a shift in consumer preferences [8] - Guoxuan High-Tech ranks sixth among domestic manufacturers in terms of installed capacity for plug-in hybrid vehicles, indicating a growing presence in this segment [10] Group 3: Strategic Collaboration and Innovation - The collaboration between Guoxuan High-Tech and Chery has evolved from simple supply agreements to a more integrated partnership focused on joint research and development, sharing technology and resources [12] - Guoxuan High-Tech has invested in Chery, acquiring a 2.77% stake, which strengthens their strategic alliance and aligns their interests in the evolving market [13] - Both companies are working on advanced battery technologies, including high-performance battery solutions aimed at achieving a range of 1500 km [13] Group 4: Global Production and Supply Chain Strategy - The partnership aims to establish a global production network, with localized battery production in Argentina to mitigate tariff risks and enhance supply chain resilience [14] - Guoxuan High-Tech plans to achieve a production capacity of 300 GWh by 2025, with one-third of this capacity allocated for overseas markets, supporting Chery's expansion into developed markets [14]

至于"hz股票"，并不存在这样一种具有普遍意义的特定股票类别。可能"hz"是某些投资者对特定股票代 码、名称的缩写，但由于缺乏明确的上下文信息，很难确切知晓其代表的具体含义。它有可能是某家公 司名称拼音首字母为"hz"，也有可能是在特定交流场景下的一种简略指代。如果想要明确"hz股票"的具 体所指，需要结合更多的背景信息，比如所在的交易市场、相关的行业信息等。 为了更清晰地展示不同证券交易所股票代码的特点，以下是一个简单的表格： | 证券交易所 | 股票代码开头 | 股票类型 | 举例 | | --- | --- | --- | --- | | 上海证券交易所 | 600、601、603 | A股 | 中国石油（601857） | | | 688 | 科创板 | 中芯国际（688981） | | 深圳证券交易所 | 000 | 深市A股 | 万科A（000002） | | | 002 | 中小板 | 比亚迪（002594） | | | 300 | 创业板 | 宁德时代（300750） | 理解股票代码的含义，有助于投资者快速识别股票的基本信息，包括其所属的市场板块、企业类型等， 从而更好地进行投资决策。在面对 ...

产销量持续较快增长 今年上半年，我国动力电池和其他电池累计产量为697.3GWh，累计同比增长60.4%；在销量方面，上半 年我国动力电池累计销量为485.5GWh，累计同比增长51.6%。 数据显示，今年以来宁德时代（300750）新能源科技股份有限公司(以下简称"宁德时代")装车辆达到 128.6GWh，占比43.05%；比亚迪（002594）(备注：原报告并未提及公司全名，其中比亚迪股份有限公 司旗下电池企业为弗迪电池有限公司)位列第二，装车辆70.37GWh，占比23.55%，前五位还包括中创新 航科技集团股份有限公司、国轩高科（002074）股份有限公司(以下简称"国轩高科")以及惠州亿纬锂能 （300014）股份有限公司，值得一提的是，在装车辆前五位的企业中除国轩高科外，其他四家企业装车 量市占率同比出现了小幅度的下滑。 黄河科技学院客座教授张翔对《证券日报》记者分析认为，随着电动汽车的市场渗透率不断提升，目前 已经达到较高的水平，与此同时，动力电池行业整体的增速或将放缓并趋于稳定。从数据看，当前动力 电池市场的格局已经较为稳定，从市场集中度看，上半年宁德时代和比亚迪双龙头的地位依然稳固，合 计占 ...