该企业计划在法国北部瓦勒德瓦兹省布吕耶尔市建设工厂，准备在 2027 年投入运营，运营后该厂每年将处理超过 2 万吨废旧电池和废料， 同时专注开展预处理工艺，将电池粉碎后的废料重新提取加工成 black mass 产品，用于再生锂、钴、镍等原材料，循环使用。 国内方面， LG 新能源也提早一步与华友钴业联手布局锂电池回收项目，分别在南京、衢州成立预处理公司、再生冶金公司。 目前国内电池市场日韩势力已经式微，稍微 "硬气"一些的只有 LG 新能源。 起点锂电获悉， 近日 LG 新能源斩获大单，与奇瑞签订了 8GWh 供货合同，主打产品为大圆柱电池。 据 LG 新能源官微报道称， 3 月 5 日 LG 新能源亮相专业展会，首次展示新一代 46 系列圆柱电池（ 4680 、 4695 、 46120 ），与现 有 2170 圆柱电池相比，该系列电池能量与输出至少提升五倍，并具备快充功能和高空间利用效率等优势。 同时展出搭配圆柱电池的电池组解决方案 CAS （ Cell Array Structure ）技术，该技术可将 46 系圆柱电池组合到性能最大化，具体为提 供冷却效率和热失控防护性能，增强结构刚性，有效防止电 ...

Group 1 - EVE Energy plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength and international brand image, following the recent listing of CATL [1] - The domestic lithium battery industry is experiencing overcapacity, prompting companies to seek new growth opportunities in overseas markets [1] - EVE Energy's performance remains strong, but it faces significant competition from leading players like CATL and BYD, necessitating a focus on international markets for growth [1] Group 2 - Issuing H-shares is a prerequisite for listing on the Hong Kong Stock Exchange, as companies must complete the issuance process to be eligible for trading [3] - The ultimate goal of issuing H-shares is to achieve a listing on the Hong Kong Stock Exchange, allowing companies to access public capital markets for financing and enhancing their international profile [4] - Listing requirements set by the Hong Kong Stock Exchange influence the arrangements for H-share issuance, including public holding ratios and market capitalization [5] Group 3 - Mainland companies can choose to list on either the Main Board or the Growth Enterprise Market of the Hong Kong Stock Exchange, with different conditions applicable to each [6] - Main Board listing conditions include financial requirements such as a minimum market capitalization of HKD 500 million and specific profit thresholds [6][7] - Public holding requirements mandate that at least 25% of shares must be held by the public, with provisions for reduced percentages based on market capitalization [7] Group 4 - The Growth Enterprise Market has its own set of financial and operational requirements, including minimum cash flow and revenue thresholds [9][10] - Special listing chapters exist for unique sectors, such as biotechnology and technology, with specific criteria for market capitalization and revenue [12] - Companies already listed in other major markets can pursue a secondary listing in Hong Kong under certain conditions, including minimum market capitalization and revenue requirements [12]

Domestic News - Eight departments, including the Ministry of Industry and Information Technology, are soliciting opinions on the "Automobile Data Export Security Guidelines (2025 Edition)" [5] - From January to April 2025, China's total lithium battery production exceeded 473 GWh, a year-on-year increase of 68% [6] - GAC Group has committed to ensuring the completion of dealer rebate payments within two months to promote high-quality development in the automotive industry [7] - Geely has launched the "Thunder God AI Electric Hybrid 2.0" system, featuring an engine thermal efficiency of 47.26% and a fuel consumption of only 2.49L/100km [8] - China FAW's flying car headquarters project has officially settled in Shenzhen's Dapeng New District, focusing on R&D and production of flying cars [9] - Xiaomi has published a patent for solid-state battery technology, which improves ion transport efficiency [10] - CATL's standardized battery swap model will be implemented in Hong Kong, with plans to establish 10 battery swap stations by the end of 2026 [11][12] - Pony.ai showcased its seventh-generation Robotaxi at the Hong Kong Auto Show, designed for L4 autonomous driving [13] Foreign News - The U.S. Department of Transportation plans to relax regulations on autonomous vehicles, allowing manufacturers to produce models without traditional controls [14] - Mitsubishi has partnered with Ample to launch a rapid battery swap service in Japan, capable of providing hundreds of kilometers of range in just 100 seconds [15][16] - General Motors announced a nearly $4 billion investment in U.S. factories over the next two years to accelerate the production of next-generation vehicles [17] - VinFast aims to increase its annual electric vehicle production to 1 million units by 2030, up from its current capacity of 250,000 units [18] Commercial Vehicles - Beijing Foton has delivered 312 city transport buses to Madagascar, marking the largest single order of Chinese buses in Africa [19] - 80% of Qingling Group's shares will be transferred to Chongqing Yufu Holdings, as part of a government initiative [20] - Chongqing is accelerating the electrification of commercial vehicles, with plans to promote over 180,000 new energy vehicles in public transport by the end of the year [21] - Ningxia has launched an online application for subsidies to encourage the scrapping and updating of old operating trucks, with over 1 billion yuan in subsidies processed [22]

本文来源： 沧州日报 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出处 的均来源于网络搜集），如有侵权请及时联系删除。转载内容只以信息传播为目的，仅供参考，不代表本号认 同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 远景动力此次量产的500+Ah电芯将适配当前市场主流6+MWh储能系统方案。相较上一代产品大幅提升 了单体储能集装箱能量密度。该产品已配套行业头部储能集成企业，实现"量产即出海"，为沧州新能源 产业发展提供有力支撑。 远景动力沧州电池超级工厂位于沧县沧东经济开发区，是目前京津冀地区最大的锂电池生产基地，依托 公司在全球制造基地积累的丰富量产经验与持续工艺改良，500+Ah储能电芯产线在建设周期、爬产速 度、良率提升等方面不断刷新行业纪录。目前，远景动力沧州电池超级工厂二期项目正加紧建设中，项 目规划年产能20GWh，将围绕全球客户需求，生产高品质动力、储能电池产品，覆盖电极、电芯、模 组、电池包等电池核心产业链，预计2026年投产。 ——The End—— -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯 ...

远景动力沧州电池超级工厂位于沧县沧东经济开发区，是目前京津冀地区最大的锂电池生产基地，依托 公司在全球制造基地积累的丰富量产经验与持续工艺改良，500+Ah储能电芯产线在建设周期、爬产速 度、良率提升等方面不断刷新行业纪录。目前，远景动力沧州电池超级工厂二期项目正加紧建设中，项 目规划年产能20GWh，将围绕全球客户需求，生产高品质动力、储能电池产品，覆盖电极、电芯、模 组、电池包等电池核心产业链，预计2026年投产。 ——The End—— -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 近日，远景动力沧州电池超级工厂正式下线500+Ah储能电芯，成为业内率先实现500+Ah电芯量产的 企业之一。据了解，按照容量不同，市场主流应用储能电芯可划分为三代产品：第一代为280Ah产品， 第二代以314Ah容量为代表，500Ah及以上容量为第三代储能电芯。 远景动力此次量产的500+Ah电芯将适配当前市场主流6+MWh储能系统方案。相较上一代产品大幅提升 了单体储能集装箱能量密度。该产品已配套行业头部储能集成企业，实现"量产即出海"，为沧州新能源 产业发展提供有 ...

【重要资讯】 0万日，浙江健立化学化工品生产情吸公司六葡巅耀建设项目一次投产成功，据了解，该公司年产2000吨六铜磷酸塑印目日居年产2万吨六氨磷酸锂、900吨灰氨磷酸肛胺铝、2000吨改变厂Z烯脲、7万吨铝电池电 解液新能源材料建设项目，建设地址为浙江台州山层经济开发区别代医药化工园区，该项目整体总投资5.1.亿元，项目分预期建设实施。其中第一期建设内容为年产2000-0元雨磷酸铝生产线及氨酯含出工程（设 施),其余部分均在第二期实施。 0近日，河南省濮阳市创南较南阳北司相继荔绕项目已安筹揭记完成，进入驻产阶段，该项目总投资6亿元，主要建设生产车间，原材料仓库、成品仓库、办公区及配套设施等，项目具备度兼容性，产品 可兼容路触，风冷、液令三种不同型号，荒足多样化市场需求。该项目设备整线智能化程度高。 上科、焊接、涂胶、观试工位均能实现无人化作业，极大稳导生产效率和产品质量稳定性，全部建成后，年产储器系统 装机容量将达4GWh、产值12亿元。 06月5日，期南汽溪高新区与华美兴泰科技股份南限公司成功签约年产4000万台移动电源、年产2亿买wifi理电池及配套生产线建设项目，总投资5亿元，全面馆创先产后，预计可成为 ...

Investment Rating - The report maintains a recommendation for the chemical industry, particularly focusing on new materials, indicating a positive outlook for investment opportunities in this sector [1]. Core Insights - The report highlights a recovery in prices for chemical products, driven by a recent easing of tariffs in the US-China trade war, which has led to increased foreign trade inquiries and shipping prices [8]. - The chemical industry is currently experiencing a dual bottom in profitability and valuation, with a projected ROE-PB of 6.19% and 1.77 for 2024, and a recovery to 7.55% and 1.85 in Q1 2025 [8]. - The report emphasizes the importance of domestic production capabilities in new materials, particularly in light of the ongoing trade tensions and the need for self-sufficiency [9]. - The new materials sector has shown strong performance, outpacing the broader market indices, with a weekly change of 1.98% compared to a decline in major indices [10]. Industry Updates - The report notes that the new materials sector is expected to benefit from a shift towards domestic production and the reduction of import dependencies, particularly in critical areas [9]. - The report identifies specific new materials with high growth potential, including ETO, nucleating agents, aramid paper, PI films, industrial coatings, and ion exchange resins [9]. - The report also mentions the investigation into DuPont China by the National Market Supervision Administration, which could create opportunities for domestic companies in the same sector [11]. Trading Data - The Huachuang Chemical Industry Index stands at 75.23, reflecting a decrease of 1.08% week-on-week and a year-on-year decline of 24.76% [18]. - The report provides detailed statistics on price changes for various materials, indicating a mixed performance with some materials like SAF Europe FOB prices increasing by 3.00% while high-purity hydrogen saw a decrease of 10.00% [19][22]. New Materials Subsector Tracking - The report tracks various subsectors within new materials, including advancements in battery safety standards, which are set to be enforced in 2026, potentially impacting the materials used in electric vehicle batteries [12]. - The report highlights the growth in the smartphone market, with a 3.3% year-on-year increase in shipments, benefiting the consumer electronics materials sector [13]. - The report discusses funding initiatives in Shenzhen aimed at supporting AI terminal technology, which may influence the materials used in smart devices [14].

证券研究报告 | 2025年06月16日 | 晨会纪要 | | --- | | 数据日期:2025-06-13 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3376.99 | 10122.11 | 3864.18 | 11481.93 | 2870.29 | 972.94 | | 涨跌幅度（%） | -0.75 | -1.09 | -0.71 | -1.20 | -1.57 | -0.51 | | 成交金额（亿元） | 6053.84 | 8618.12 | 3091.72 | 3076.83 | 4105.06 | 340.36 | $$\overline{{{\mathbb{M}}}}\cong\pm\overline{{{\mathbb{M}}}}$$ (4) [ (4) 80 $\mu$H$\beta$ ] 宏观与策略 宏观快评:5 月金融数据解读-信用债融资成为结构性亮点 宏观周报:高技术制造业宏观周报-国信周频高技术制造业扩散指数 ...

携手负极材料龙头，宁德时代再落一子！ 6月9日， 大连时代碳谷新能源有限公司（以下简称： 时代碳谷 ）在 辽宁省大连市金州区正式注册成立，注册资本 1000万元，法定代表人 为 康保华。 经营范围包括：新兴能源技术研发；工程和技术研究和试验发展；在线能源计量技术研发；合同能源管理；电池销售；物联网技术研发；物联 网技术服务；物联网应用服务；软件开发等。 股权信息显示，时代碳谷由 时代绿色能源有限公司（以下简称： 时代绿能 ）、 大连东方碳谷新材料集团有限公司、 贝特瑞新材料集团股份 有限公司三方共同持股，持股比例分别为80%、15.1%、4.9%。 其中 时代绿色能源有限公司为宁德时代全资子公司，是宁德时代拓展风电市场的主要平台。近两年， 时代绿能 还在山东、河南、江西、江 苏、广东等地区设立了多个子公司，为其 风光储业务扩张奠定基础。 声 明：本文由起点原创，版权归属起点研究，如需转载联系小编（微信：qd-Lib1222）！ 据观察，辽宁是宁德时代重要布局的省份之一，目前已经在相关地区有所动作。 项目方面， 宁德时代在锦州布局了 锦州时代 新负极材料一体化项目。该项目 是宁德时代全球布局和上游资源保障的重要 ...

Core Viewpoints - Li Guoqing, the founder of Dangdang, announced that he has reached a final settlement regarding the division of assets in his divorce with Yu Yu, and he plans to actively focus on AI applications moving forward [3] - Nezha Auto has officially entered bankruptcy reorganization, with its parent company, Hozon New Energy, undergoing a restructuring process [4] - Burger King China will close some underperforming stores, but plans to open 40 to 60 new restaurants in key urban areas to offset the impact [5] - Tesla has raised the prices of its Model S and Model X by $5,000, with the new prices set at $84,990 and $89,990 respectively for the all-wheel-drive versions [11] - Oracle co-founder Larry Ellison has surpassed Jeff Bezos and Mark Zuckerberg to become the second richest person in the world, with a net worth of $243 billion after a $26 billion increase [8] Company Developments - Nezha Auto's bankruptcy reorganization is being managed by Zhejiang Zicheng Law Firm, with the company facing internal conflicts that may delay the release of its restructuring plan [4] - Burger King China aims to strategically open new locations in first and second-tier cities while closing underperforming stores, indicating a shift in operational strategy [5] - Tesla's price increase for its Model S and Model X reflects ongoing adjustments in the electric vehicle market and consumer demand [11] - Ant Group has changed its legal representative to CEO Han Xinyi, while the core management team remains unchanged [9] Industry Trends - The lithium battery industry in China has shown significant growth, with total production exceeding 473 GWh in the first four months of 2025, marking a 68% year-on-year increase [18] - The automotive industry is witnessing changes in payment terms, with several manufacturers committing to shorten the rebate period to 60 days for dealers [14] - The semiconductor industry is facing a shift as Micron has confirmed the discontinuation of DDR4 production, indicating a potential supply shortage in the coming quarters [11] - The AI sector is experiencing significant investment, as Scale AI announced a major investment from Meta Platforms, raising its valuation to over $29 billion [16]