智通财经APP获悉，宁德时代(03750)再跌超4%，截至发稿，跌3.8%，报506港元，成交额9.42亿港元。 消息面上，宁德时代近50%的H股IPO基石投资者锁定股份将于2025年11月20日起解禁，合共大约7750 万股。摩根大通发布研报称，依然看好宁德时代A股，并将其视为中国电池产业链的首选，目标价为 480元人民币，较最新收盘价有19%的上涨空间。H股目标价由600港元下调至575港元，即使考虑到H股 较A股有约10%的估值溢价，较最新收盘价亦只有6%上涨空间，评级"中性"。 此外，宁德时代昨晚公布，主要股东黄世霖询价转让A股股份，经向机构投资者询价后，初步确定的转 让价格为每股376.12元，较H股收盘价526港元折让高达21.8%，较A股现价则折让3.8%。宁德时代表 示，本次询价转让收到有效报价单共55 份，涵盖基金管理公司、合格境外机构投资者、保险公司、证 券公司、私募基金管理人等专业机构投资者。参与本次询价转让报价的机构投资者合计有效认购股份数 量为1.47亿股，对应的有效认购倍数为3.2倍。 ...

根据宁德时代（300750）7月17日晚间公告称，黄世霖计划转让4563万股股票，初步确定受让方为16家机构投资者。 黄世霖原本持有4.66亿股，其转让数量占不到10%，占公司总股本大约1%；转让完成后还持有9.79%股份，依旧稳坐第二大股东，仅次于实控人曾毓群的 22.46%股份。 【市场】对民企上市公司主要股东来说，股票市值只是纸上财富，卖掉股票把钱放在兜里，才是真正的财富。宁德时代第二大股东就准备出售股权，大笔套 现。 这些机构将以376.12元/股受让黄世霖持有的宁德时代一部分股票——4563万股，简单计算一下，他预计套现超过170亿元。其持有股份作为公司联合创始人 在上市前持有，后经过转增后获得。 在笔者印象中，这是A股上市企业，个人股东数年来最大一笔减持套现。宁德时代公告，询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二 级市场减持。但主要股东如此大手笔转让，对宁德时代的股价冲击也是显而易见的。 在11月17日交易中，宁德时代跌3.3%，收于390.78元/股，而转让价比最新收盘价折让大约3.8%。其作为创业板一哥，宁德时代下跌也自然带动创业板指数 跌0.2%。 他曾任宁德时代新能源科技 ...

Core Viewpoint - The company has made significant advancements in lithium supplementation technology, introducing a lithium supplementation enhancer that leads the global market in technology upgrades [2]. Group 1: Technological Advancements - The company is the first globally to launch a lithium supplementation enhancer, which improves the cycling performance, calendar life, and energy density of various lithium-ion batteries [2]. - The lithium supplementation enhancer enhances fast charging performance, increases cell efficiency, improves low-temperature performance, and reduces self-discharge of batteries [2]. Group 2: Market Position and Orders - The company possesses a first-mover advantage and performance leadership in the lithium supplementation market [2]. - There is a gradual increase in exclusive project orders for the lithium supplementation enhancer, with initial deliveries starting in fields such as power batteries, energy storage batteries, and semi-solid batteries [2].

长江商报消息 ●长江商报记者 沈右荣 "宁王"一纸百亿减持公告引发资本市场震动。 11月17日，宁德时代（300750.SZ，03750.HK）A股、H股股价齐跌，A+H股总市值约为1.8万亿元，退 居A股市场第六位。 股价下跌是受减持消息短期冲击。 近日，宁德时代公告，公司股东黄世霖拟通过询价转让方式，转让公司股份4563.24万股。11月17日晚 间，询价申购情况披露，初步确定询价转让价格为376.12元/股。以此计算，黄世霖将套现171.63亿元。 黄世霖不是宁德时代的普通股东。公开信息显示，黄世霖是宁德时代的联合创始人，曾担任公司副董事 长、副总经理，2022年8月辞职。目前，黄世霖直接持有宁德时代10.21%的股权，为公司第三大股东。 黄世霖减持，原因是自身资金需求。市场预期，黄世霖大举套现，是为了大力加码其储能产业布局，抢 占新兴赛道先机。 联合创始人、第三大股东大手笔减持，并非宁德时代的发展遭遇不测，相反，公司发展形势较好。 宁德时代采取动力电池与储能电池双轮驱动发展模式，两大产品均在全球市场处于领先地位。财报显 示，2025年前三季度，宁德时代盈利逾490亿元，创了新高，同比增长逾36%。 黄 ...

Core Viewpoint - Ningde Times (300750) announced a shareholder inquiry transfer pricing situation, with a preliminary transfer price set at 376.12 yuan per share, indicating strong demand from institutional investors [1][4]. Group 1: Shareholder Inquiry Transfer - The inquiry transfer received 55 valid bids from various institutional investors, with a total subscription of 146,500,000 shares, resulting in a subscription multiple of 3.2 times [1]. - The total number of shares to be transferred is 45,632,363, which represents 1% of the company's total share capital as of November 13, 2025 [1][3]. - The transfer does not involve a change in company control and will not affect the governance structure or ongoing operations of Ningde Times [1]. Group 2: Seller Information - The seller, Huang Shilin, is a co-founder of Ningde Times and holds 466,021,310 A-shares, accounting for 10.21% of the total share capital [2][3]. - Huang Shilin's shares include 258,900,728 shares from the initial public offering and 207,120,582 shares from a capital reserve increase in 2022 [2]. Group 3: Financial Implications - At the price of 376.12 yuan per share, Huang Shilin's planned transfer could yield approximately 17.163 billion yuan [4].

Core Insights - As of November 10, 2025, the number of shareholders for Jinyang Co., Ltd. is reported to be 12,315 [2] Company Summary - Jinyang Co., Ltd. has provided an update on its shareholder count, indicating a total of 12,315 shareholders as of the specified date [2]

Core Viewpoint - The company, Nandu Power, is experiencing significant growth in its data center business, particularly in lithium battery orders from overseas, with expected revenue doubling next year compared to this year [1] Group 1: Business Performance - The gross margin for lithium batteries in the data center business is approximately 25%-40%, while for lead-acid data center batteries, it is around 15%-25% [1] - The company has a leading market share both domestically and globally, benefiting from 30 years of production experience and technological accumulation in the data center industry [1] Group 2: Product Development and Partnerships - The company has developed and promoted high-power lithium battery systems for IDC, successfully partnering with several large integrators to expand its data center business [1] - The company's products are widely applicable in data centers, intelligent computing centers, and supercomputing centers, providing backup power support [1] Group 3: Market Demand - There is an explosive growth in customer demand for the company's data center products, which is expected to drive rapid revenue growth in the coming year [1]

Core Viewpoint - Nandu Power announced on November 17 that it has a current lithium battery production capacity of 10 GWh, with specific details on the types of cells produced [2] Group 1: Production Capacity - The company has a total lithium battery capacity of 10 GWh [2] - Out of the total capacity, 4 GWh is dedicated to 314 Ah cell production [2] - An additional 4 GWh of new capacity is allocated for 392 Ah cells [2] - The 100 Ah cell capacity can be adjusted based on order quantities [2]

Core Viewpoint - Shengyang Co., Ltd. has successfully completed safety verification and cycle stability testing for its self-developed solid-state batteries, indicating good performance and potential for widespread application in various fields such as communication base station energy storage, power storage, and engineering machinery vehicles [1] Group 1 - The solid-state battery has passed safety verification and cycle stability testing, showcasing strong performance indicators [1] - The product is now entering the typical market application phase, with plans to accelerate multi-scenario application verification [1] - The company aims to continuously optimize product performance and processes to lay the foundation for future large-scale market promotion [1]

Core Viewpoint - The company, Boshuo Technology, confirmed that its main products in the new energy and automotive sectors are precision functional components primarily related to lithium batteries, and it has not yet ventured into sodium-ion batteries [2] Group 1: Company Products - The company produces products such as aerogel thermal insulation cotton, thermal insulation pads, top insulation cotton, and side panels specifically for lithium batteries [2] - The company has not yet developed products for sodium-ion batteries, indicating a focused approach on lithium technology [2]