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。 ...

BC电池板块领跌，下跌2.99%，其中博菲电气下跌4.84%，爱旭股份下跌4.77%，隆基绿能下跌4.23%， 通威股份、晶科能源、时创能源跌超3%。（AI生成） ...

Core Insights - The company is fully engaged in the development of next-generation solid-state batteries, with dedicated teams collaborating with universities on sulfide, oxide, and halide technologies [1] - The company has achieved mass production and delivery of semi-solid products this year, with iterative advancements in quasi-solid technology, aiming to establish small-batch prototypes of all-solid-state batteries next year [1] - The company has made significant breakthroughs in emerging fields such as AI glasses and robotics, leveraging its long-standing expertise in small battery technology and rapid iteration capabilities to gain a first-mover advantage [1]

11月11日，在世界动力电池大会开幕前一日，以"聚智谋远 创新引领"为主题世界动力电池大会高端对话会在"中国动力电池之都"四川宜宾举行。 上海广播电视台第一财经主持人黄伟与俄罗斯工程院外籍院士、中国汽车技术研究中心有限公司原副总经理、中国全固态电池产学研协同创新平台副理事长 吴志新；重庆长安汽车股份有限公司副总裁、深蓝汽车科技有限公司董事长邓承浩；蜂巢能源科技股份有限公司董事长兼首席执行官杨红新等3位嘉宾围绕 电池行业技术趋势与全球化两大核心议题展开深度对话。 当前电池行业正处于技术迭代的加速期，半固态电池的快速应用和全固态电池研发不断取得突破，成为行业聚焦的核心方向，因此，本次高端对话会的议题 之一，就是研判当前电池行业的整体发展趋势。 杨红新表示，全固态电池小批量的示范装车在2027年是可以的，但大规模具备商业化的条件，整个产业链要达到规模的效应，制造要找到更低成本的制造工 艺，确实还有比较长的路要走，估计最早也要到2030年以后才能大规模商业化。 邓承浩介绍，长安在2027年就会小规模示范全固态的技术，但示范是非常少的，真正要大规模的商业化是非常严谨的，所有产品需要经过大规模验证的。所 以，长安的时间周 ...

Core Viewpoint - The company is actively advancing its next-generation solid-state battery technology and has established collaborations with universities to enhance its research and development efforts in various fields such as sulfides, oxides, and halides [1] Group 1: Company Developments - The company has a dedicated team working on the development of solid-state batteries and has already achieved mass production and delivery of semi-solid products this year [1] - The company plans to build small-batch prototypes of fully solid-state batteries next year, focusing on consumer-grade solid-state technology [1] - The company has made significant breakthroughs in emerging fields such as AI glasses and robotics, leveraging its long-standing expertise in small battery technology and rapid iteration capabilities [1] Group 2: Market Position - The company has established a first-mover advantage in the solid-state battery market due to its accumulated technological advantages and quick development cycles [1]

Core Viewpoint - In 2025, the market supervision departments in Qinghai Province are actively combating trademark infringement, particularly in areas with high occurrences of counterfeit products, to ensure a safer consumer environment [2] Group 1: Daily Consumer Goods Trademark Infringement Cases - Case 1: A supermarket was found selling counterfeit "Nanfu" batteries, with a total value of 342 yuan and illegal gains of 108 yuan. The offender was fined 2,000 yuan and had all counterfeit batteries confiscated [3] - Case 2: A supermarket sold counterfeit "Yunnan Baiyao" toothpaste, resulting in a fine of 500 yuan and confiscation of 7 boxes of toothpaste. This case highlights the importance of consumer reports in identifying infringements [4] - Case 3: A supermarket was penalized for selling counterfeit "Hai Fei Si" shampoo, with illegal gains of 22 yuan. The offender was fined 500 yuan [7] Group 2: Alcohol Trademark Infringement Cases - Case 4: A wholesale store was found selling counterfeit "Wuliangye" and "Jian Nan Chun" liquor, with a total value of 5,640 yuan. The offender was fined 10,000 yuan [5] - Case 5: A store was penalized for selling counterfeit "Moutai" liquor valued at 21,000 yuan, resulting in a fine of 21,000 yuan [6] Group 3: Clothing and Footwear Trademark Infringement Cases - Case 6: A clothing store was found selling 454 pairs of counterfeit "Nike," "Adidas," and "Puma" shoes, valued at 50,000 yuan. The offender was fined 2,000 yuan [10] - Case 7: A store was found with 6 pairs of counterfeit "Nike" shoes, but due to the owner's lack of knowledge and minor violation, no fine was imposed, only confiscation of the goods [11] Group 4: Industrial Products Trademark Infringement Cases - Case 8: A company was penalized for selling 100 barrels of counterfeit "Zhigao" engine oil, with a total value of 25,000 yuan, and fined 75,000 yuan [12] Group 5: Production and Packaging Trademark Infringement Cases - Case 9: A biotechnology company was found producing counterfeit "Dahai" brand packaging materials, with a total value of 17,800 yuan. The company was fined 25,000 yuan [14] Overall Impact - In 2025, the market supervision departments in Qinghai Province demonstrated a comprehensive approach to trademark enforcement, emphasizing a balance of strict penalties and educational measures to enhance awareness of intellectual property rights among market participants [2][14]

Group 1 - The core point of the news is that Enjie Co., Ltd. has seen a stock price increase of 5.05%, reaching 56.75 CNY per share, with a total market capitalization of 557.41 billion CNY [1] - Enjie Co., Ltd. specializes in various packaging and printing products, lithium battery separators, aluminum-plastic films, and water treatment membranes, with lithium battery separators accounting for 83.64% of its main business revenue [1] - The company was established on April 5, 2006, and went public on September 14, 2016 [1] Group 2 - The fund "Agricultural Bank of China Huiri Fund" holds a significant position in Enjie Co., Ltd., with 3.4499 million shares, representing 1.82% of the fund's net value, making it the tenth largest holding [2] - The fund has achieved a year-to-date return of 34.48% and a cumulative return of 200.27% since its inception [2] Group 3 - The fund managers of "Agricultural Bank of China Huiri Fund" are Zuo Tengfei and Xing Junliang, with Zuo having a tenure of 1 year and 281 days and Xing having a tenure of 4 years and 122 days [3] - The total asset size of Zuo's fund is 88.56 billion CNY, with a best return of 55.13% during his tenure [3]

Group 1 - The solid-state battery index experienced a decline of 3.01% during intraday trading, indicating a broad downturn among constituent stocks [1] - Multiple companies in the sector saw significant drops, with Molybdenum falling by 6.36%, Fengyuan Co. down by 6.02%, Xinzhou Bang decreasing by 6.28%, Tianci Materials dropping by 5.25%, and Jiangsu Guotai declining by 4.79% [1]