今天（10月15日），京东联手广汽集团、宁德时代"造"车的消息引发高度关注。 京东的优势，其实还是强大的平台优势，有了京东App，消费者就能"让买车像买手机一样方便"，不仅 能下单买车，还能定制车型、定制服务。这种优势，是其他汽车销售模式难以复制的。宁德时代的优势 在于"巧克力换电"模式，司机将新能源车开入换电站后无需下车，只要在手机上下达指令，电站就会自 动在车辆底部进行换电操作，全程用时约100秒。而广汽的优势，在于其成熟的制造能力以及售后服务 环节。 （文章来源：每日经济新闻） 聚合三方优势的结果，是消费者能够用足够低的价格，不仅能买到"国民好车"，还能获得从购买、定制 到售后服务的多重服务。 有朋友说，京东这次"造"车，也真是够卷的。但在笔者看来，这些年我们对于新能源车企，还有电商平 台的各种卷，早就习以为常。但以前要么卷的是价格，要么卷的是给汽车配上彩电、冰箱、按摩椅。而 这一次，"卷"出了新高度，"卷"的是造车新模式，这确实是一次非常不错的创新。 但笔者也想提醒一句，短期来看，舆论纷纷叫好。但能否既叫好，又叫座，消费者最终是否买账，仍需 时间和市场的检验。首先，买车和买手机还不一样，稍有负面新闻， ...

10月14日，京东微博宣布，联合广汽、宁德时代将推出一款汽车，官方将在10月底陆续开启内测版、大众版试驾活动，11月9日新车正式官宣发布。 来源：中国新闻社综合京东微博、中国新闻周刊、智通财经、科创板日报 编辑：王丹 校对：郭艳峰 审核：朱稳坦 不少媒体据此解读为京东正式进军汽车业，下场造车并将推出京东品牌的汽车。 据此，京东方面独家回应《科创板日报》称：这款新车是三方联合推出，京东主要提供用户消费洞察和独家销售，不直接涉及制造环节。 ...

资料显示，上海璞泰来新能源科技股份有限公司位于上海市浦东新区叠桥路456弄116号，成立日期2012 年11月6日，上市日期2017年11月3日，公司主营业务涉及新能源电池的负极材料及石墨化加工、隔膜及 涂覆加工、自动化工艺设备、PVDF及粘结剂的研发生产和销售、铝塑包装膜、纳米氧化铝及勃姆石。 主营业务收入构成为：新能源电池材料与服务77.26%，新能源自动化装备与服务26.08%，产业投资贸 易管理及其他7.85%。 10月14日，璞泰来跌3.93%，截至发稿，报26.42元/股，成交16.53亿元，换手率2.86%，总市值564.44亿 元。璞泰来股价已经连续4天下跌，区间累计跌幅14.55%。 责任编辑：小浪快报 易方达中证500增强策略ETF（563030）基金经理为官泽帆。 截至发稿，官泽帆累计任职时间9年23天，现任基金资产总规模6.41亿元，任职期间最佳基金回报 81.87%， 任职期间最差基金回报17.96%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 ...

证券日报网讯瑞华泰10月13日在互动平台回答投资者提问时表示，在新能源电池领域，目前批量应用的 主要是电池封装，起到阻燃防护的作用，同时公司目前在复合集流体、负极PI粘结剂等方面，积极配合 下游客户的研发及试用诉求。 ...

Core Viewpoint - Prit (SZ 002324) expects a significant increase in net profit for the first three quarters of 2025, driven by growth in its modified materials business and new manufacturing capacity [1] Financial Performance - The projected net profit for the first three quarters of 2025 is between 320 million to 351 million yuan, representing a year-on-year growth of 53.48% to 67.82% [1] - Basic earnings per share are estimated at 0.2926 yuan [1] - As of the report date, the company's market capitalization is 15.5 billion yuan [1] Business Segments - The revenue composition for the first half of 2025 is as follows: modified plastics industry accounts for 74.33%, while the new energy battery industry makes up 25.67% [1] - The company has seen stable growth in its automotive business alongside the expansion of its manufacturing capabilities [1] Innovation and R&D - Prit is increasing its investment in research and innovation, focusing on breakthroughs in non-automotive sectors such as energy storage systems, home appliances, power tools, and robotics [1] - The rapid growth in these areas is attributed to new customer acquisitions and market expansion [1]

Core Insights - The domestic index investment market in China has experienced rapid growth in 2023, with the number of ETFs exceeding 1300 and total assets surpassing 5.63 trillion yuan, making China the largest ETF market in Asia [1][3] - In September, the stock ETF market saw a significant net inflow of over 112.3 billion yuan, reaching a total scale of 3.71 trillion yuan, marking a historical high [1][3] - There is a notable shift in investor preference from broad-based ETFs to industry-specific thematic ETFs, with approximately 80% of new inflows directed towards these niche products [3][4] ETF Market Dynamics - As of the end of Q3 2025, the total scale of ETFs in the market reached 5.63 trillion yuan, an increase of 1.9 trillion yuan since the beginning of the year, reflecting a growth rate of over 50% [3] - In September, broad-based ETFs experienced a net outflow of 47.9 billion yuan, while thematic ETFs saw a net inflow of 94.1 billion yuan, indicating a strong divergence in market trends [3][4] - The shift in capital flows suggests that investors are increasingly favoring specific industries over general market exposure, with thematic ETFs acting as a more targeted investment vehicle [6][7] Industry Focus and Capital Flows - The capital inflows into thematic ETFs are closely aligned with key industrial sectors in Jiangsu, such as robotics, new energy batteries, semiconductors, and biomedicine, which are integral to the province's modern industrial system [4][5] - For instance, the largest robotics ETF saw its scale grow from 14.8 billion yuan to 22.9 billion yuan in three months, reflecting a growth rate of approximately 55% [4] - The new energy battery sector also attracted significant investment, with related ETFs drawing over 10 billion yuan in net inflows, highlighting the robust ecosystem in Jiangsu [5] Investment Strategy Evolution - The current trend indicates that funds are increasingly directed towards industry themes with clear policy support and substantial growth potential, marking a shift in the use of ETFs from mere market tracking to strategic asset allocation [6][7] - The growth of non-broad-based ETFs has directly contributed to the recovery of related industries, such as the solar energy sector, where concentrated capital inflows have supported leading companies [6] - The evolving landscape suggests that as long as the logic of industrial upgrading and policy support remains intact, the exploration of niche sectors for excess returns will continue [7]

Core Insights - The article discusses the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, highlighting its significance in the solid-state battery sector and the participation of numerous exhibitors and sponsors [1][3]. Event Overview - The CINE2025 event is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors, 2,000 participating companies, and 20,000 professional attendees [1][11]. - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Company Developments - Binhu Chemical announced plans to invest approximately 1.421 billion yuan in the Beihai Binhua New Materials Source Network Load Storage Integration Project, which includes 160MW wind power and 100MW solar power facilities, along with a 130MW/260MWh energy storage system [2]. - The project aims to utilize local wind and solar resources to create a diversified and intelligent energy supply system, with a construction period of two years starting from November 30, 2025 [2]. Financial Performance - In the first half of 2025, Binhu Chemical reported a revenue of 7.354 billion yuan, a year-on-year increase of 61.36%, and a net profit attributable to shareholders of 111 million yuan, up 6.01% [3]. - As of June 30, 2025, the company had total assets of approximately 24.594 billion yuan and total liabilities of about 13.157 billion yuan, resulting in a debt-to-asset ratio of 53.49% [3]. Capital Market Activities - Binhu Chemical's board approved a plan for an H-share issuance, aiming to raise funds primarily for green low-carbon upgrades, capacity enhancement, and R&D investments [4]. - The company has appointed KPMG as the auditing firm for the H-share issuance process, which is expected to align with its green transformation and high-end development needs [4].

Core Insights - The 2025 New Energy Battery Industry Development Conference will be held in Zaozhuang, Shandong on October 22-23, focusing on the theme of "New Energy · New Power · New Future" [1] Group 1: Conference Overview - The conference will gather leading enterprises in the new energy battery and related industrial chain sectors, covering key areas such as technology research and development, vehicle manufacturing, energy services, smart technology, and financial services [1] - The event aims to establish communication channels, break down industry barriers, and promote ecological co-prosperity [1] Group 2: Collaboration and Innovation - The conference will bring together top research institutions and core experts from well-known universities in China to promote deep integration of "government, industry, academia, research, and application" [1] - The goal is to foster collaborative innovation within the industry and facilitate strong strategic partnerships [1]

Core Points - Ningde Times experienced a decline of 5.18% on October 10, with a stock price of 388.66 CNY per share and a total market capitalization of 1,773.399 billion CNY [1] - The company specializes in the research, production, and sales of power batteries and energy storage batteries, with applications in various sectors including passenger vehicles, commercial vehicles, and energy storage systems [1] - The revenue composition of Ningde Times includes 73.55% from power battery systems, 15.88% from energy storage systems, 4.41% from battery materials and recycling, and 1.88% from battery mineral resources [1] Fund Holdings - Dongwu Fund has one fund heavily invested in Ningde Times, with the Dongwu CSI Emerging Index Fund reducing its holdings by 600 shares in the second quarter, now holding 15,000 shares, which constitutes 8.54% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 318,400 CNY [2] - The Dongwu CSI Emerging Index Fund has a total scale of 44.3139 million CNY and has achieved a year-to-date return of 39.41% [2] Fund Manager Information - The fund manager of Dongwu CSI Emerging Index Fund is Zhou Jian, who has been in the position for 13 years and 164 days [3] - The total asset size of the fund is 17.4 million CNY, with the best return during the tenure being 143.97% and the worst return being -27.36% [3]

Core Viewpoint - The article highlights the commencement of production at CATL's Luoyang base, marking a significant step in the expansion of the company's battery manufacturing capabilities and the overall growth of the new energy battery industry in Luoyang [2][3]. Group 1: Project Overview - CATL's Luoyang base, the company's thirteenth battery factory, began construction on September 28, 2022, covering an area of 1,700 acres with a total investment of approximately 14 billion yuan [3]. - The project is being developed in four phases, with the first phase expected to generate over 10 billion yuan in output by November 2024 [3]. - The second phase includes three cell production lines and ten PACK production lines, aiming for an annual capacity increase of 30 GWh upon full production [3]. Group 2: Industry Impact - The Luoyang base has attracted over 20 key enterprises in the new energy battery supply chain, encompassing lithium batteries, fuel cells, battery materials, and applications [3]. - The projected industry scale for Luoyang's new energy battery sector is expected to reach 16 billion yuan in 2024 and 200 billion yuan by 2025 [3]. - The CATL project is anticipated to foster a complete supply chain in the new energy battery industry, integrating materials, components, cells, PACK, and recycling [5].