海博思创(688411.SH)发布公告，公司与宁德时代（300750）新能源科技股份有限公司(简称"宁德时代") 签订《战略合作协议》，在2026年1月1日至2035年12月31日合作期内，双方应于每年度末(12月1日前) 就未来三年的合作目标进行滚动式更新，并签署相应年限的合作备忘录予以确认。其中2026年1月1日至 2028年12月31日，公司采购电量累计不低于200GWh，宁德时代确保按公司需求量纲供应。 公司与宁德时代签署战略合作协议有利于双方建立长期、稳定的战略合作关系，打造协同竞争优势，促 进双方资源高效配置与共赢。本次合作符合公司的发展战略，有利于提升公司供应链的稳定性，保持行 业领先地位，提高公司整体竞争力和盈利能力，促进公司高质量发展。 ...

每经AI快讯，11月12日，海博思创(688411.SH)公告称，公司与宁德时代（300750）签订《战略合作协 议》，在2026年1月1日至2035年12月31日合作期内，双方应于每年度末就未来三年的合作目标进行滚动 式更新，并签署相应年限的合作备忘录予以确认。其中2026年1月1日至2028年12月31日，公司采购电量 累计不低于200GWh，宁德时代确保按公司需求量纲供应。本协议不会对公司2025年度经营业绩产生重 大影响，对公司未来经营业绩的影响需视具体项目的推进和实施情况而定。 ...

证券之星消息，11月12日电池板块较上一交易日下跌0.68%，远航精密领跌。当日上证指数报收于 4000.14，下跌0.07%。深证成指报收于13240.62，下跌0.36%。电池板块个股涨跌见下表： 从资金流向上来看，当日电池板块主力资金净流出22.08亿元，游资资金净流入7.46亿元，散户资金净流 入14.63亿元。电池板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300750 | 宁德时代 | 8.38亿 | 10.14% | -3.38 Z | -4.09% | -5.00 Z | -6.05% | | 600110 诺德股份 | | 2666'E | 17.59% | -1.17亿 | -5.15% | -2.82 Z | -12.44% | | 301217 铜冠铜箔 | | 3.07 Z | 15.96% | 131.07万 | 0.07% | -3.08 Z | -16. ...

Group 1 - The BC battery concept sector experienced a decline of 2.84%, ranking among the top losers in the concept sector, with notable declines from companies like Longi Green Energy and Aters, while a few companies like GCL-Poly, JinkoSolar, and Zhonglai Co. saw increases of 5.74%, 5.53%, and 4.36% respectively [1][2] - The BC battery concept sector faced a net outflow of 5.205 billion yuan, with 35 stocks experiencing net outflows, and 11 stocks seeing outflows exceeding 100 million yuan, led by Longi Green Energy with a net outflow of 1.887 billion yuan [2][3] - The top gainers in terms of net inflow included JinkoSolar, Dongcai Technology, and Dier Laser, with net inflows of 319 million yuan, 4.405 million yuan, and 3.189 million yuan respectively [2][3] Group 2 - The concept sectors with the highest gains included cell immunotherapy at 2.20%, while the BC battery sector was among the largest decliners at -2.84% [2] - Longi Green Energy had a significant drop of 7.35% in stock price, with a turnover rate of 6.89% and a net outflow of 1.887 billion yuan [2][3] - Other companies with notable declines included Tongwei Co. at -6.06%, GCL-Poly at +5.74%, and Trina Solar at -6.43% [2][3]

Core Viewpoint - The European Union's new environmental legislation aligns with the company's "one body, two wings" strategic layout, positively impacting its future operations [1] Group 1: Air Pollution Control - The company has achieved international leading standards in low-temperature SCR denitration catalyst technology, applicable across over 20 industries including steel, coking, and building materials [1] - The company's self-developed Tx-1 carbon capture absorbent exhibits 20-300 times higher antioxidant capacity compared to competitors [1] Group 2: Carbon Capture Utilization and Storage (CCUS) - The innovative TXio carbon capture process enhances carbon capture efficiency to over 90%, with energy consumption reduced to 2.0-2.2 GJ/tCO2, successfully applied in a 10,000-ton marine installation [1] Group 3: Sodium-Ion Battery - The company's sodium-ion batteries maintain nearly 90% capacity at -40°C, suitable for European household energy storage applications [1] - The production of sodium-ion batteries requires no cobalt and minimal nickel, leveraging abundant and easily extractable sodium resources, offering significant low-carbon advantages over lithium-ion batteries [1] - Due to their low cost and high safety, sodium-ion batteries are ideal for large-scale energy storage systems, effectively storing intermittent energy sources like wind and solar, thus greatly promoting decarbonization of the power system [1] Group 4: Future Outlook - The company will continue to monitor EU environmental policy developments, leveraging its technological advantages and market positioning to actively seize policy benefits and expand related business [1]

Core Insights - The company has made significant progress in solid-state battery technology, including both all-solid and semi-solid battery products [1] - The semi-solid battery product has secured a contract for a 2.8 GWh new energy storage project, primarily located in Shenzhen and Shanwei, which will help alleviate power supply and demand issues in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The order signifies the commercial application of the company's solid-state energy storage battery technology [1] - The 20Ah and 30Ah all-solid batteries are currently suitable for applications in low-altitude aircraft, drones, and robots [1]

Core Viewpoint - The company is responding to heightened investor interest in its Solid Oxide Fuel Cell (SOFC) project by organizing a specialized communication meeting with analysts on November 11, 2025 [1] Group 1: Project Development - The company initiated the SOFC project in 2020 and has established a dedicated R&D team focused on the development of solid oxide battery technology [1] - Research and development efforts are concentrated on key areas of the supply chain, including critical powder materials, single cells, stacks, and systems, which have been ongoing for five years [1] Group 2: Supply Chain and Cost Management - As of now, the company has achieved self-sufficiency in core segments of the SOFC supply chain, including key powder materials, single cells, stacks, and critical components [1] - This self-sufficiency is expected to lower production costs and ensure stable quality, laying a solid foundation for gradual industrialization [1] Group 3: Competitive Advantage - The company's SOFC product architecture differs from competitors by utilizing conventional stainless steel for the main connecting materials, significantly reducing the amount of chromium used [1] - Consequently, fluctuations in the price of metallic chromium have a minimal impact on the cost of the company's SOFC products [1]

Core Viewpoint - Nandu Power has successfully developed the CAP1400 large-capacity valve-controlled lead-acid battery for nuclear power, filling an international gap and achieving leading technology and product status globally [1] Company Summary - Nandu Power's CAP1400 battery is capable of supplying nuclear power projects, with some products already piloted at the Qinshan Nuclear Power Station in both nuclear and non-nuclear areas [1] - The operational status of the products at Qinshan Nuclear Power Station is reported to be good as of now [1] - The battery products also have applications in industrial energy storage and rail transportation [1]

Core Viewpoint - Nandu Power (300068.SZ) has indicated that its North American data center terminal customers are primarily major internet manufacturers in the United States, with specific customer information being confidential [1] Group 1 - The company has a focus on North American data centers [1] - The customer base includes leading internet manufacturers in the U.S. [1] - Customer information is kept confidential due to privacy concerns [1]

格隆汇11月12日丨南都电源(300068.SZ)在投资者互动平台表示，公司在手订单饱满，近期也有订单不 断落地。现有锂电电芯产能10GWh，另有4GWh锂电池电芯产能建设中。 ...