"死磕海外。" 这是国内二线电池厂商蜂巢能源，在日前举办的电池日上提出的2026年核心战略之一。 在该公司董事长杨红新看来，至少在2026年，中国动力和储能电池市场仍然会卷下去。与此同时，海外市场增速在未来五年将远超国内。 因此，对于蜂巢能源而言，出海不再是选择题，而是生存与发展的必答题。 智通财经记者 | 高菁 拍摄：高菁 从蜂巢能源2025年的海外市场表现上看，该公司对于海外市场的谋划早已开始。 杨红新在电池日上表示，2025年，蜂巢能源动储电池出货量为41 GWh，同比增长53%。其中，海外出货占比首次超30%。 2025年，蜂巢能源前五大客户中已有三家为国际客户，分别为来自欧洲的Stellantis、长城汽车与宝马集团的合资公司光束以及越南最大汽车制造商VinFast， 三家客户的出货量占比较2024年提升了6个百分点。"它们成为了Top客户中的中坚力量。"杨红新说。 蜂巢能源的前身为长城汽车在2016年成立的动力电池事业部。2018年，蜂巢能源脱离长城汽车，开始独立运营。长城汽车董事长魏建军目前仍为蜂巢能源的 实际控制人。 韩国研究机构SNE Research最新动力电池统计数据显示，2025年前1 ...

人民财讯1月16日电，宁德时代（300750）今日出现3.49亿元平价大宗交易，成交价为352.32元/股，买 方、卖方均为机构专用席位。 ...

从资金流向上来看，当日电池板块主力资金净流出30.19亿元，游资资金净流入13.13亿元，散户资金净流 入17.06亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002812 | 恩捷股份 | 1.35 | 6.49% | 2780.00万 | 1.33% | -1.63 Z | -7.82% | | 300014 亿纬锂能 | | 1.19亿 | 2.81% | -7042.22万 | -1.66% | -4873.46万 | -1.15% | | 002074 国轩高科 | | 1.00 Z | 3.93% | -592.51万 | -0.23% | -9436.01万 | -3.70% | | 002340 | 格林美 | 9071.04万 | 2.40% | -2922.41万 | -0.77% | -6148.63万 | -1.63% | | 300073 当升科技 ...

格隆汇1月16日丨当升科技(300073.SZ)在互动平台表示，公司与芬兰Donut Lab暂无合作关系。公司始终 对全球固态电池技术发展保持关注，并与国内外多家固态电池领先企业保持着密切的沟通与合作。公司 芬兰工厂正在稳步建设中，预计2026年下半年建成投产。 ...

Core Viewpoint - Vico Technology (600152.SH) is expected to report a net loss of approximately 101.7 million yuan for the fiscal year 2025, which represents an increase in losses of 73 million yuan compared to the previous year [1] Financial Performance - The projected net profit attributable to the parent company for 2025 is estimated at -101.7 million yuan [1] - The expected net profit attributable to the parent company, excluding non-recurring gains and losses, is approximately -121.4 million yuan for 2025 [1]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable declines in share prices across multiple sectors, suggesting a bearish sentiment in the market. Group 1: Stock Performance and Capital Outflow - The top stock with the highest capital outflow is TBEA Co., Ltd. (特变电工), with an outflow of 3.085 billion yuan and a price drop of 2.67% [1][2] - BlueFocus Communication Group (蓝色光标) experienced a capital outflow of 2.024 billion yuan, with a significant price decline of 11.52% [1][2] - Zijin Mining Group (紫金矿业) saw an outflow of 2.009 billion yuan and a price decrease of 2.04% [1][2] - China Satellite Communications (中国卫星) had a capital outflow of 1.729 billion yuan, with a price drop of 4.61% [1][2] - Contemporary Amperex Technology Co., Ltd. (宁德时代) experienced an outflow of 1.579 billion yuan and a minor price decline of 0.4% [1][2] Group 2: Sector Analysis - The electric equipment sector, represented by TBEA Co., Ltd., shows a significant capital outflow, indicating potential challenges in this industry [2] - The cultural communication sector, represented by BlueFocus, is facing substantial capital withdrawal, reflecting investor concerns [2] - The non-ferrous metals sector, including companies like Zijin Mining and China Aluminum (中国铝业), is also experiencing notable outflows, suggesting a broader trend affecting commodity-related stocks [2][3] - The software development sector, represented by companies like Yonyou Network (用友网络) and Weining Health (卫宁健康), is witnessing significant capital outflows, indicating potential vulnerabilities in this area [3]

这片"最优土壤"，首先是"服务走在审批前"的政务温度。高新区以推动高质量发展为主题，以服务群 众、服务企业、服务发展为主线，构建覆盖项目招引、落地、建设、运营的全周期管理服务体系，倒排 工期、挂图作战，推动项目早开工、快建设。在园区服务配套方面，成立了天使投资专项资金、风险投 资基金、私募基金，全程跟投孵化、中试、产业化各个环节，让每一个研发项目都能够快速成长。同时 围绕蔚蓝科技孵化器研发项目的产业化，完善基础设施规划、布局、标准、配套，实行"量身定制""拎 包入驻"，更好地实现资源共享，节约企业运营成本，提高企业竞争力，实现开园即入园、入园即投 产。 这片"最优土壤"，更是"筑巢引凤聚英才"的人才厚度。产业的竞争，归根结底是人才的竞争，作为蔚蓝 科技产业园内成功"破壳"的企业，山东零壹肆先进材料有限公司深谙人才的重大意义。公司创始人宋杰 博士作为诺贝尔化学奖得主古迪纳夫的学生，已在肥城深耕新型电池电极材料产业数年。目前，公司拥 有全栈式顶尖研发与产业化团队，高层次人才30余名，核心成员在钠离子电池正、负极材料及电芯研发 与制造领域有超过10年的丰富行业经验，主攻钠离子电池关键材料研发。正是这样的人才生态，为 ...

| 互联网服务 | -2.43 | -118.62亿元 | 国网信通 | | --- | --- | --- | --- | | 软件开发 | -1.73 | -74.62亿元 | 科大讯飞 | | 文化传媒 | -4.15 | -58.23亿元 | 万润科技 | | 有色金属 | -0.12 | -31.96亿元 | 白银有色 | | 通信设备 | -0.09 | -31.90亿元 | 天孚通信 | | 航天航空 | -0.73 | -30.45亿元 | 博云新材 | | 能源金属 | -2.77 | -22.79亿元 | 格林美 | | --- | --- | --- | --- | | 通信服务 | -1.98 | -20.59亿元 | 线上线下 | | 电池 | -0.28 | -20.53亿元 | 恩捷股份 | | 游戏 | -2.84 | -20.12亿元 | 名臣健康 | | *数据仅供参考，不构成投资建议 | | | | 据交易所数据显示，截至1月16日午后一小时，大盘主力资金净流出329.15亿元。主力资金流出前十大板块分别为：互联网服务（-118.62亿元）、 软件开发 （-74.62亿元 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable amounts leaving the market, suggesting a potential shift in investor sentiment and market dynamics [1][2][3] Group 1: Major Stocks with Capital Outflows - The stock with the highest capital outflow is TBEA Co., Ltd. (特变电工), experiencing a net outflow of 2.529 billion yuan, with a decline of 0.35% [2] - BlueFocus Communication Group Co., Ltd. (蓝色光标) follows with a capital outflow of 1.766 billion yuan and a drop of 8.09% [2] - Zijin Mining Group Co., Ltd. (紫金矿业) saw an outflow of 1.559 billion yuan, with a decrease of 2.07% [2] - China Satellite Communications Co., Ltd. (中国卫星) had a capital outflow of 1.472 billion yuan, down by 3.47% [2] - Yangtze Power Co., Ltd. (长江电力) experienced a 1.27% decline with an outflow of 1.254 billion yuan [2] Group 2: Sector Analysis - The electric power sector, represented by Yangtze Power, shows a capital outflow of 1.254 billion yuan, indicating potential concerns within the industry [2] - The non-ferrous metals sector, including companies like Zijin Mining and China Aluminum Corporation (中国铝业), is also facing significant outflows, with 1.559 billion yuan and 1.127 billion yuan respectively [2][3] - The internet services sector, represented by companies such as Huasheng Tiancheng (华胜天成) and Kunlun Wanwei (昆仑万维), shows substantial declines of 9.17% and 9.93% respectively, with outflows of 0.991 billion yuan and 0.983 billion yuan [2][3] Group 3: Additional Notable Stocks - Other companies with significant capital outflows include: - Ningde Times (宁德时代) with an outflow of 0.920 billion yuan and a decline of 0.45% [2] - Zhongji Xuchuang (中际旭创) with an outflow of 0.871 billion yuan and a decrease of 1.11% [2] - Han's Laser Technology Industry Group Co., Ltd. (汉得信息) with a capital outflow of 0.757 billion yuan and a drop of 10.9% [3]

Core Insights - The 2026 International Battery Industry Conference will be held from April 22-24, 2026, in Kuala Lumpur, Malaysia, focusing on the rapid growth and technological innovation in the battery industry driven by global energy transition [1][2] - The battery industry is expected to see a growth rate of 30% in 2026, with the energy storage sector projected to grow by 48.3%, highlighting a dual-driven demand from both domestic and international markets [1] - Key challenges facing the industry include supply chain resilience, international trade barriers, and the need for green and low-carbon production methods [1] Industry Background - Malaysia has become a crucial hub for the global battery industry due to its favorable geographic location, investment policies, and comprehensive industrial support system [2] - By 2025, Chinese battery industry investments in Malaysia are expected to exceed 26 billion yuan, covering the entire battery supply chain, including battery cells, separators, and anode materials [2] - The rise of Southeast Asian emerging markets is injecting new momentum into the global battery industry and fostering cross-regional and cross-sectoral technological exchanges and collaborations [2] Conference Objectives - The conference aims to create a platform for dialogue among global battery industry elites, combining corporate practices and academic research to explore new paths for industry development [2] - It will focus on core pain points and cutting-edge trends in the industry, promoting collaborative innovation across the supply chain and facilitating the transformation of technological achievements [2] - The event is designed to optimize global resource allocation and support the high-quality sustainable development of the battery industry [2] Conference Topics - Key topics include the competition dynamics of nickel and cobalt, the outlook for the Southeast Asian electric vehicle market, and investment opportunities in the energy storage sector [5] - Other discussions will cover the aging and degradation of lithium-ion batteries, the competitive landscape of the global battery market, and challenges faced by energy storage projects in Southeast Asia [5] - Additional topics include the commercialization of battery swapping models in Southeast Asia and the use of additives for lithium metal anode interface modification [5]