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。 ...

Core Viewpoint - The company,瑞泰新材, focuses on lithium-ion battery electrolyte additives, primarily using lithium salt additives, and does not involve ethylene carbonate [1] Group 1: Company Information - 瑞泰新材's lithium-ion battery electrolyte additives include lithium difluoro phosphate (LiDFP), lithium bis(trifluoromethylsulfonyl)imide (LiTFSI), lithium difluoro(oxalato)borate (LiDFOB), and lithium trifluoromethanesulfonate (LiTFS) [1]

人民财讯11月12日电，11月12日，2025世界动力电池大会在四川宜宾开幕，中国汽车工程学会理事长、 国家智能网联汽车创新中心执行主任张进华表示，全固态电池将实现技术突破和产业化示范应用。全固 态电池以其本征安全与超高能量密度特征，已成为全球着力布局的焦点领域，当前正处于基础科学问题 突破和产业化技术攻关的关键阶段。随着界面调控技术等关键技术的重大突破，有望推动无外部加压的 全固态电池走向现实。预计到2030年前后，全固态电池将完成中试验证和小批量装车应用。 ...

Core Viewpoint - The total market value of public funds heavily invested in the SW power equipment industry has significantly rebounded in Q3 2025, with a total market value of 204.972 billion yuan, reflecting a quarter-on-quarter increase of 58.76% and a year-on-year increase of 3.61% [2][3] Group 1: Fund Holdings and Allocation - The total market value of public funds in the SW power equipment industry accounts for 12.33% of the total market value of heavy holdings in A-shares, with a quarter-on-quarter increase of 2.44 percentage points and a year-on-year decrease of 0.01 percentage points [2][3] - The overweight ratio for the SW power equipment industry is 4.87%, showing a quarter-on-quarter increase of 0.91 percentage points and a year-on-year decrease of 1.24 percentage points, indicating a rebound in the overweight ratio [2][3] Group 2: Market Concentration - The fund holding market value ranking for the SW power equipment industry has risen, ranking second among 31 Shenwan primary industries, only behind electronics [3] - The concentration of holdings has increased, with the top 5, top 10, and top 20 stocks in the SW power equipment industry accounting for 58.61%, 67.07%, and 78.34% of the total market value, respectively, with quarter-on-quarter increases of 1.62, 1.42, and 0.69 percentage points [3] Group 3: Performance of Major Stocks - The top ten stocks in the SW power equipment industry have all seen strong increases, with significant gains in stocks such as Sunshine Power, Tianci Materials, and Yiwei Lithium Energy [4] - The total market value of fund holdings in the battery, photovoltaic equipment, and other power equipment sectors has significantly rebounded, with respective market values of 133.642 billion, 38.308 billion, and 13.292 billion yuan, reflecting quarter-on-quarter increases of 65.95%, 65.52%, and 11.90% [4][5] Group 4: Stock Adjustments - In the battery sector, individual stock adjustments show a mixed trend, with Yiwei Lithium Energy, Xinwangda, and Tianci Materials seeing increases in holdings, while leading companies like CATL and Keda Li experienced reductions [6] - The photovoltaic equipment sector has seen overall increases in holdings, with significant increases in stocks like Canadian Solar and JA Solar, while Sunshine Power and Deye Co. faced notable reductions [6] Group 5: Investment Recommendations - The SW power equipment industry shows a clear rebound in fund holdings and overweight ratios, with significant increases in the battery, photovoltaic equipment, and other power equipment sectors [7] - The lithium battery industry is currently active, with some material prices stabilizing, suggesting opportunities for profit recovery in leading stocks [7] - The wind power equipment sector is expected to grow due to high installation growth and overseas project expansion, recommending attention to leading stocks in this sector [7]

Core Viewpoint - The company,瑞泰新材, is experiencing strong demand for lithium-ion batteries, leading to an increase in the prices of raw materials for electrolytes and a gradual rise in electrolyte prices [1] Group 1: Company Strategy - The company plans to actively explore and serve high-quality global customers, aligning with customer needs to continuously optimize its customer structure [1] - The focus on enhancing the company's development momentum indicates a strategic approach to sustain growth in a competitive market [1]

（文章来源：每日经济新闻） 每经AI快讯，11月12日，中国汽车动力电池产业创新联盟发布的数据显示，10月，我国动力和其他电 池合计出口28.2GWh，环比增长5.5%，同比增长33.5%。合计出口占当月销量17.0%。其中，动力电池 出口量为19.4GWh，占总出口量68.8%，环比增长10.0%，同比增长76.7%；其他电池出口量为 8.8GWh，占总出口量31.2%，环比下降3.3%，同比下降13.2%。1—10月，我国动力和其他电池累计出 口达228.1GWh，累计同比增长43.9%。合计累计出口占前10月累计销量18.5%。其中，动力电池累计出 口为148.5GWh，占总出口量65.1%，累计同比增长37.2%；其他电池累计出口量为79.5GWh，占总出口 量34.9%，累计同比增长58.3%。 ...

Core Insights - The strategic cooperation agreement between Guoyi Group and Daxiang Energy marks a significant collaboration in the semi-solid battery and materials sector, aiming to accelerate the industrialization of advanced battery technologies and seize opportunities in the new energy industry [1][7] Group 1: Company Overview - Guoyi Group's self-developed semi-solid battery products are leading the industry due to their high safety, high energy density, and ultra-long cycle life, with energy densities surpassing 260Wh/kg for lithium iron phosphate and 393Wh/kg for ternary lithium systems [3] - Daxiang Energy, a high-tech enterprise with 16 years of experience, specializes in the research and production of lithium battery cathode materials, recognized as a key "little giant" enterprise in the country [3] Group 2: Strategic Cooperation Details - The cooperation will focus on the development of semi-solid battery cell products for the digital sector, encompassing material collaborative development, process optimization, and mass production supply assurance [4] - Both companies will explore new battery material research directions and expand into the domestic and international mid-to-high-end digital markets, accelerating the large-scale implementation of advanced battery cells [4] Group 3: Future Outlook - The partnership is seen as a key deployment for Guoyi Group to enhance supply chain resilience and improve supply system quality, while also being a significant step for Daxiang Energy in promoting material innovation and market collaboration [7] - Both companies aim to deepen their cooperation and contribute to the high-quality development of China's new energy battery industry, aspiring to reach a global leadership position in new energy technology [7]

每经记者｜孙磊 每经编辑｜程鹏 余婷婷 "最近一两周跟我们所有的电池厂商老板都喝过酒了！"11月6日晚，小鹏汽车董事长何小鹏在接受《每日经济新闻》记者采访时，对当下动力电池的产能 现状颇为感慨。 据记者了解，今年四季度我国动力电池厂商的产能供给趋紧，产能利用率达到高位，车企们纷纷出招"抢"电池，无论是三元锂还是磷酸铁锂电池。 车fans创始人孙少军表示："最近，供应链配货是大问题，尤其是宁德时代这样的核心供应商。各品牌要货时间特别紧张，现在都是拼人脉的时候了。"此 外，还有媒体报道称，数家中国车企的采购人士集中到宁德时代总部销售办公室"堵门"，以期锁定电池产能。对此，记者向宁德时代方面求证，截至发稿 未获置评。 图片来源：每经记者 梁枭 摄 资料图 政策调整刺激订单增长 消费者扎堆年底提车 有分析认为，新能源汽车销量持续走高，市场对后市预期乐观，同时叠加四季度是传统销售旺季，以及购置税减免政策即将退坡等多方因素的关联与共 振，合力引爆了车企的"囤电"大战。 中汽协数据显示，今年1至10月，我国新能源汽车产销量分别完成1301.5万辆和1294.3万辆，同比增长逾三成；10月新能源汽车月度新车销量更是首次超过 ...

盘面上，磷化工、电池产业链集体调整，澄星股份跌停，天赐材料、丰元股份、新宙邦、南都电源多股下挫。培育钻石、 超硬材料板块回调，沃尔德盘中跌超10%，惠丰钻石、四方达、力量钻石跟跌。光伏设备板块同样表现不佳，弘元绿能盘中跌 停，阿特斯、艾罗能源大跌超10%。另一方面，银行板块集体走强，农业银行总市值突破3万亿续创历史新高。油气股表现活 跃，石化油服、准油股份双双涨停，中国海油、中国石油、中国石化纷纷上扬。 三大指数今日集体下跌，截至收盘，上证指数跌0.24%，深证成指跌1.07%，创业板指跌1.58%，北证50跌1.15%。沪深京 三市全天成交额12702亿元，较上日放量22亿元。全市场超4000只个股下跌。 板块题材上，油气开采及服务、保险、脑机接口、银行、流感板块涨幅居前；光伏设备、培育钻石、可控核聚变、磷化 工、电池、军工装备、光刻机概念股跌幅居前。 ...

人民财讯11月12日电，11月12日，2025世界动力电池大会在四川宜宾开幕，中国科学技术协会主席万钢 在会上表示，今年前三季度，中国动力（600482）电池销量达到786GWh，出口量超过129GWh，分别 同比增长48.9%和32.7%。万钢表示，要不断挖掘液态动力电池性能提升的潜力，推动高安全、全气 候、高比能业态动力电池创新发展。同时，要关注固液混合电池和全固态电池的技术突破，推进产业化 应用。目前，全固态电池整体处于研发和中试阶段，要持续加强关键科学问题与工程化、产业化技术难 题的研发攻关。 ...