证券日报网讯1月15日，纳百川（301667）在互动平台回答投资者提问时表示，公司会配合现有客户进 行相关新产品的研发。目前，公司在持续聚焦动力电池与储能电池两大核心市场的同时，将深耕全场景 热管理，布局新兴赛道，构建"移动式+固定式+特殊式"全场景热管理解决方案。 ...

证券日报网讯1月15日，领湃科技（300530）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东总人数为17158户。 ...

Market Overview - On January 15, the A-share market experienced a slight fluctuation after hitting resistance, with the Shanghai Composite Index encountering resistance around 4133 points[2] - The Shanghai Composite Index closed at 4112.60 points, down 0.33%, while the Shenzhen Component Index rose 0.41% to 14306.73 points[7] - Total trading volume for both markets was 29,388 billion yuan, slightly lower than the previous trading day[3] Sector Performance - Strong performers included the battery, semiconductor, non-ferrous metals, and energy metals sectors, while the internet services, cultural media, pharmaceutical commerce, and software development sectors lagged[3] - Over 50% of stocks in the market declined, with notable gains in electronic chemicals, precious metals, and fertilizers[7] Valuation and Investment Strategy - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 16.88 times and 53.38 times, respectively, above the median levels of the past three years, indicating a suitable environment for medium to long-term investments[3] - The market has seen increased trading activity in January, with margin financing balances rising, suggesting a clear influx of new capital[3] Economic Indicators - The domestic risk-free interest rate continues to decline, and there is a trend of household deposits moving towards equity markets, providing ample liquidity[3] - The Consumer Price Index (CPI) year-on-year growth rate slightly expanded in December 2025, indicating marginal improvement in domestic demand[3] Future Outlook - The current market conditions, characterized by effective volume expansion, positive policy expectations, and ongoing industrial catalysts, suggest that the current market rally may continue[3] - Investors are advised to focus on opportunities in the battery, semiconductor, energy metals, and non-ferrous metals sectors in the short term[3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300648 | 量云股份 | 58.90 | -2.08% | 5.49万 | 3.27亿 | | 300390 | 天华新能 | 53.40 | -1.58% | 48.95万 | 27.03亿 | | 300953 | 農裕科技 | 158.45 | -1.39% | 4.29万 | 6.80亿 | | 600152 | 维科技术 | 7.89 | -0.88% | 1 27.57万 | 2.17亿 | | 301358 | 湖南裕能 | 60.58 | -0.62% | 19.53万 | 11.96亿 | | 002850 | 科达利 | 157.69 | -0.61% | 4.15万 | 6.56亿 | | 688275 | 万润新能 | 72.24 | -0.55% | 3.87万 | 2.82亿 | | 300068 | 南都电源 | 16.79 | -0.53% | 52.55万 | 8.89 Z | | 300769 | 德方纳米 ...

彭博社认为造成这种反差的原因之一，是全球秩序正在发生的深远改变。彭博社称，在国际经济层面，美国政府去年持续滥用关税对供应链造 成的冲击，改变了资本在全球的流动方向。 "在美国不断试图吸引投资与制造业回流本土之际，中国企业正在对外输出资本与制成品的同时，也在海外播撒下未来就业、生产力与创新发 展的种子"，该媒体写道。 近日，美国彭博社刊登了一篇分析文章。通过对比美国和中国在欧洲等地的投资变化，这家美国媒体认为，一个变化，正在中美之间显现。 这篇文章以美国福特汽车公司和中国的宁德时代公司在德国的工厂为切入点。 在谈到福特时，彭博社表示，早在1931年就来到德国科隆设厂的美国福特汽车，曾是美国给全世界提供资本和就业机会的象征之一，可这个象 征如今却"摇摇欲坠"——因为福特不仅在去年从这个工厂裁掉了1000人，占到了员工总数的四分之一，而且还宣布在今年1月将生产线的工时 改为单班制。同时，对欧洲市场进行战略收缩的福特，关停了在德国的另一座工厂，且仅在欧洲大陆保留少数几款车型供应。 可在距离福特工厂4小时车程的阿恩施塔特市，中国企业宁德时代的工厂却是一番"完全不同的景象"。 "这家耗资20亿美元、建于两年前的工厂，目前 ...

Core Viewpoint - The company, Zhejiang Yema Battery Co., Ltd., is experiencing growth in its operations, particularly in the development and production of high-performance, environmentally friendly zinc-manganese batteries, benefiting from the depreciation of the RMB and the integration of the Yangtze River Delta region [2][3]. Group 1: Company Performance - In 2024, the company accelerated its new product development process, with the production line for button-type lithium batteries completed and operational [2]. - The company reported that 88.30% of its revenue comes from overseas, benefiting from the depreciation of the RMB [3]. - For the period from January to September 2025, the company achieved operating revenue of 1.028 billion yuan, a year-on-year increase of 8.15%, while net profit attributable to the parent company was 54.656 million yuan, a decrease of 53.24% year-on-year [7]. Group 2: Financial Analysis - The stock price of Yema Battery increased by 2.20% on January 15, with a trading volume of 254 million yuan and a turnover rate of 4.10%, bringing the total market capitalization to 6.181 billion yuan [1]. - The average trading cost of the stock is 24.73 yuan, with recent buying activity observed, although the strength of this accumulation is weak [6]. - The main net inflow of funds today was 8.4089 million yuan, accounting for 0.03% of the total, indicating a lack of significant trends in main funds [4][5].

格隆汇1月15日丨新广益(301687.SZ)在投资者互动平台表示，从技术和产品功能上，公司产品是可以用 在固态电池上，但产品应用还需要客户的验证，需要一定的周期。 ...

格隆汇1月15日｜1月14日，中国长安汽车与宁德时代在重庆签署为期五年的全面深化战略伙伴关系备忘 录，围绕技术应用、市场拓展、模式创新、海外布局及品牌传播等方向开展合作。 ...

Core Viewpoint - Ningde Times maintains its leading position in the battery industry, driven by globalization and innovation for future growth [1] Financial Performance - For Q1-Q3 2025, the company achieved operating revenue of 283.07 billion yuan, a year-on-year increase of 9.28% [1] - The net profit attributable to shareholders reached 49.03 billion yuan, reflecting a year-on-year growth of 36.20% [1] - The net operating cash flow amounted to 80.66 billion yuan, up 19.6% year-on-year, indicating stable cash flow [1] Market Expansion - The company’s power battery segment showed steady growth, with significant contributions from overseas markets [1] - In the European market, the company’s market share continues to increase, with overseas revenue of 61.21 billion yuan in H1 2025, a year-on-year rise of 21.14% [1] Technological Advancements and Capacity Expansion - The profitability of the energy storage battery segment has improved, with the company maintaining a leading position in technological iteration [1] - Capacity construction is progressing steadily, and overseas capacity is entering a harvest period [1] Capital Raising - The company successfully listed on the Hong Kong Stock Exchange in H1 2025, raising 41 billion HKD, providing ample funding for overseas capacity expansion [1] Investment Rating - The company is initially covered with a "Buy" rating [1]

Group 1 - The core viewpoint of the news highlights the strong performance of the battery sector, particularly the solid-state battery technology, which is expected to see significant advancements and applications by 2028 [1][2] - The China Securities Battery Theme Index has risen by 1.61%, with notable increases in stocks such as Weixin Materials (up 8.92%) and Xiamen Tungsten (up 7.99%) [1] - The EIA reports a projected increase in wholesale electricity prices in the U.S., with a 23% rise in 2025 and an additional 8.5% in 2026, indicating a growing demand for energy solutions [1] Group 2 - Tianfeng Securities forecasts that the demand for power and energy storage batteries will reach 1,872 GWh in 2025 and 2,236 GWh in 2026, representing year-on-year increases of 45% and 25% respectively [2] - The top ten weighted stocks in the China Securities Battery Theme Index account for 51.77% of the index, with leading companies including CATL and Sungrow Power [2] - The solid-state battery production line and supply chain establishment are expected to be critical in 2026, with equipment and core materials showing significant growth potential [1]