2025年广州车展不寻常，各家闷头卖车，还少了一位车圈界的"顶流"——雷军。 而近期的小米，在资本市场上也遭遇了"重创"，股价曾一度跌下40元，还遭到了外资的精准打击，高盛称做空小米成对冲基金共识。这一波操作下来，其市 值自6月高点已蒸发超5000亿元，有趣的是这背后小米提交了一份亮眼的三季报。 不过在雷军被全员"挑错"的时候选择了增持，小米的问题到底出在哪？接下来小米是否还能向上进发？新能源是方向，即便是恒大汽车也没有被遗忘，广州 国资接手下是否能起死回生？液态电池事故频发，固态电池何时量产？松下为什么能被美国"算计"？电驴也即将迎来"资本三国杀"？ 广州车展聚焦新能源，看看@贝克街探案官、@江瀚视野、@市值观察官方账号、@黄油商业、@斑马消费追踪了哪些商业热点？ @贝克街探案官:在二级市场上，小米在汽车业务在单季盈利的背景下，股价不涨反跌至近6个月新低，雷总大手一挥个人斥资超1亿港元增持小米集团260万 股，平均价为每股约38.58港元，至此，雷军持股比例增加至23.26%。 聚焦企业运营，小米最近经历了公关团队大换血，被网友称为雷军"基本盘"的金山软件，不仅单季业绩大幅下滑，股价较2021年高点跌超60 ...

格隆汇11月28日丨道氏技术(300409.SZ)在互动平台表示，公司三元前驱体、导电剂、硅碳负极材料等 均可用于储能电池领域。 ...

格隆汇11月28日丨道氏技术(300409.SZ)在投资者互动平台表示，公司钠离子电池前驱体已有批量出 货。公司钠电池前驱体的订单情况请以公司正式公告为准。 ...

与使用现有电解质的电池相比，采用新技术的电池基本容量增加了约15%，高倍率放电容量增加了约 50%。 本次研究由LG化学新一代材料研究院联合韩国汉阳大学Taeseup Song教授研究团队共同进行。相关 研究成果已于学术期刊杂志《Advanced Energy Materials》上进行发表。 进固态电池群，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：快科技 日前， LG化学宣布开发出大幅提高全固态电池性能的核心技术，以均匀控制其核心材料固态电解质粒 子的大小。 鑫椤报告预售： 2025-2029年中国三元材料运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂运行趋势及竞争策略研究报告 2025-2029年全球负极材料运行趋势及竞争策略研究报告 2025-2029年全球电解液运行趋势及竞争策略研究报告 2025-2029年全球储能市场运行趋势及竞争策略研究报告 2025-2029年全球固态电池运行趋势及竞争策略研究报告 202 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 地方政府表示，他们正在为新来者办理工作许可，同时也在"积极努力"将更多电池供应链环节引入该 地区。 欧洲汽车协会正力推更严格的零部件本地采购要求，部分原因是希望以此保护自身免受中国竞争对手的 冲击。与此同时，欧盟委员会正准备推出一系列新措施以提振汽车行业。 进固态电池群，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 鑫椤报告预售： 2025-2029年中国三元材料运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂运行趋势及竞争策略研究报告 2025-2029年全球负极材料运行趋势及竞争策略研究报告 2025-2029年全球电解液运行趋势及竞争策略研究报告 2025-2029年全球储能市场运行趋势及竞争策略研究报告 2025-2029年全球固态电池运行趋势及竞争策略研究报告 2025-2029年全球锂电池应用市场运行趋势及竞争策略研究报告 预订电话：18964001371（微信同） END 本文来源：鑫椤锂电整理 当地时间11月26日， 中 ...

Core Viewpoint - Ningde Times reported a Q3 net profit attributable to shareholders of 18.549 billion yuan, representing a year-on-year increase of 41.21% and a quarter-on-quarter increase of 12.26% [1] Company Performance - The company’s power and energy storage battery revenue continues to grow, driven by scale expansion [1] - Inventory at the end of Q3 stood at 80.21 billion yuan, up 45.3% year-on-year, indicating a significant amount of unrecognized revenue related to energy storage [1] - The company maintains a high capacity utilization rate [1] Industry Outlook - The lithium battery industry is expected to remain in a high-growth phase, with 2025 projected to sustain high growth rates [1] - Anticipated growth in overseas non-American large storage, domestic large storage, and commercial vehicles in 2026 [1] - New model cycles in European power markets and increased battery capacity per vehicle in China are expected to support power demand [1] Strategic Recommendations - The company is recommended due to its accelerated capital expenditure and increased market share from capacity expansion [1] - The long-term layout of the company, including battery banks, zero-carbon grids, and solid-state batteries, is not fully priced in, providing business options [1] - The company is positioned to benefit from valuation expansion due to stable profitability in the global manufacturing sector [1] Financial Projections - Expected net profits for the company are projected to be 67.9 billion yuan in 2025 and 90 billion yuan in 2026, with a corresponding PE ratio of 19X for 2026 [1]

Group 1 - Chengdu Shanju Battery Co., Ltd. has been established with a registered capital of 50 million yuan [1] - The company's business scope includes battery sales, battery manufacturing, production of battery accessories, and sales of battery accessories [1] - Zhejiang Geely Automotive Parts Industry Co., Ltd. holds 100% ownership of the new company [1]

Group 1: Event Overview - The 2025 (10th) Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, China, with an expected attendance of over 2,000 in-person participants and 30,000 online viewers [2] - The event is organized by Qidian Lithium Battery, Qidian Solid-State Battery, Qidian Energy Storage, and Qidian Research Institute SPIR [2] Group 2: Panasonic's Business Developments - Panasonic Energy has signed a multi-year agreement to supply cylindrical batteries to Zoox, a subsidiary of Amazon, starting in early 2026 [3][4] - The initial supply will come from Panasonic's factory in Japan, with plans to expand to its Kansas factory in the future [3] - Panasonic's global power battery installation volume reached 33 GWh from January to September, marking a 31.2% year-on-year increase, although it still lags behind Chinese competitors [5] Group 3: Financial Performance and Challenges - Panasonic has lowered its full-year operating profit forecast by 13.5% due to lower-than-expected sales in its automotive battery business and higher restructuring costs, projecting an operating profit of 320 billion yen (approximately $2.12 billion) for the fiscal year ending March 2026 [5][6] - The energy division's operating profit for the second fiscal quarter was 1.2 billion yen, a significant decline of 96.4% year-on-year [6] Group 4: Battery Technology and Production Capacity - Panasonic is focusing on the production of 4680 large cylindrical batteries, with its Wakayama factory designated as the main production site, although mass production has not yet commenced [7] - The company has two major factories in the U.S. with a combined capacity of 70 GWh, including the Gigafactory 1 in Nevada, which has an annual capacity of 40 GWh [8] - The DeSoto factory in Kansas is expected to begin mass production in July 2025, with a capacity of 30 GWh, primarily supplying Tesla [8] Group 5: Competitive Landscape - Panasonic's 4680 battery production faces technical challenges, including welding and dry electrode technology, which have previously delayed mass production plans [9] - Chinese companies have already established a mature production capacity for large cylindrical batteries, posing significant competition for Panasonic in the global market [10]

Core Viewpoint - KedaLi's products are primarily categorized into precision structural components for new energy vehicle power batteries, energy storage batteries, consumer battery precision components, and automotive parts, indicating a diverse application across various industries including automotive, new energy vehicles, power batteries, portable communication electronics, electric tools, and energy storage stations [2] Group 1 - KedaLi's product range includes components for new energy vehicles and energy storage systems, highlighting its role in the growing electric vehicle market [2] - The company also supplies precision components for consumer electronics, which suggests a broad market reach beyond automotive applications [2] - KedaLi's involvement in energy storage stations indicates its participation in the renewable energy sector, aligning with global trends towards sustainable energy solutions [2]

Core Insights - The foundation ceremony for a lithium iron phosphate battery factory, jointly invested by CATL and Stellantis, took place in the Aragon region of Spain [2][3] - This project, with a total investment of €4.1 billion, is one of the largest investments by China in Spain and aims to utilize renewable energy, with production scheduled to start by the end of 2026 [3] Company Collaboration - Stellantis, a leading global automotive manufacturer, aims to provide environmentally friendly, safe, and economical transportation solutions [3] - In November 2023, Stellantis and CATL signed a non-binding memorandum of understanding to support Stellantis's electric vehicle manufacturing in Europe by providing localized lithium iron phosphate cells and modules [3] - The two companies plan to establish long-term cooperation in two strategic areas: developing a technology roadmap to support Stellantis's advanced electric vehicles and exploring new collaboration opportunities to enhance the battery value chain [3] Previous Developments - CATL has already established two operational factories in Germany and Hungary prior to this project [3]