最新披露的三季报显示，公司盈利能力显著提升，前三季度实现营收约67.29亿元；净利润7805.46万元，同比大增407.74%；第三季度实现营收约24亿 元，同比增长约5.18%；净利润2672.44万元。 作为国内电解液龙头企业，多氟多目前拥有六氟磷酸锂产能6.5万吨。数据显示，六氟磷酸锂价格已从9月的5.68万元/吨快速上涨至10月的6.88万元/吨，涨 幅超21%。 "目前散单市场价格已升至9万元/吨。"多氟多高管日前在业绩说明会上介绍，近期六氟磷酸锂价格上涨，主要由下游新能源与储能产业需求爆发、供给端 产能集中且扩产谨慎的供需矛盾及原材料价格波动共同推动，10月份六氟磷酸锂市场需求持续向好，预计年底增速有所放缓，明年六氟磷酸锂价格整体 呈上行趋势。 产能方面，多氟多预计今年全年六氟磷酸锂出货量在5万吨左右，2026年出货量预计在6万—7万吨之间，目前有2万吨六氟磷酸锂产能在建。"正按照既定 计划稳步推进新产能建设，产能规模相对可控。"多氟多高管表示。 在新能源电池领域，多氟多聚焦大圆柱电池领域，主攻轻型车、储能、便携式电源等细分市场，目前订单饱满，处于满产满销状态。 公司高管介绍，根据市场需求情况，预 ...

2025年10月28日，璞泰来(603659.SH)发布2025年第三季报。截至2025年10月27日，共有19个机构投资 者披露持有璞泰来A股股份，合计持股量达5.77亿股，占璞泰来总股本的27.01%。其中，前十大机构投 资者包括宁波胜越创业投资合伙企业(有限合伙)、宁波阔能创业投资合伙企业(有限合伙)、香港中央结 算有限公司、成都先进资本管理有限公司-成都市重大产业化项目一期股权投资基金有限公司、中国建 设银行股份有限公司-华夏能源革新股票型证券投资基金、中国农业银行股份有限公司-中证500交易型 开放式指数证券投资基金、中国工商银行股份有限公司-广发国证新能源车电池交易型开放式指数证券 投资基金、易方达价值成长混合、博时研究优选混合A、鹏华环保产业股票，前十大机构投资者合计持 股比例达26.89%。相较于上一季度，前十大机构持股比例合计下跌了3.57个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计5个，包括广发国证新能源车电池ETF、鹏华环 保产业股票、创金合信新材料新能源股票A、鹏华中证500指数增强A、申万菱信中证内地新能源主题 ETF，持股增加占比达0.45%。本期较上一季度持股减少 ...

01 大会信息 大会时间：2025年12月9-11日 大会地点：上海新国际博览中心，N2馆 大会主题： 新能源碳材料技术制备与电池产业应用 在当今全球能源结构加速向低碳化转型的背景下，以 新能源汽车 、 新型储能、 低空经济及人形机器人为代表的新兴领域，对电池技术提出前所未有的高 要求：高能量密度（ ≥500Wh/kg）、快速充电（15分钟充至80%）、超长循环寿命（≥ 1 5000次） 、 低成本、宽温域 及高安全性。这些需求正推动电池制 造技术进入 材料创新 与 工艺革新 并行的关键阶段， 尤其是 硅基负极、 硬碳、 多孔炭 、 电容炭 等新材料，以及干法电极、等静压 等新工艺的突破， 已 成为 新能源电池 行业发展的核心驱动力 。 Carbontech新能源碳材料与电池大会 以 " 新能源碳材料技术制备与电池产业应用 "为核心主题，深度聚焦两大战略维度： 一方面致力于破解新能源碳材料 领域的技术瓶颈，推动关键制备工艺的革新突破；另一方面积极拓展电池应用场景的多元化布局，构建从材料到终端的全链条价值生态。 大会通过搭建高端学术交流与产业对接平台，系统探讨碳材料在 多孔炭、硅碳负极、快充石墨负极、导电添加剂 ...

转自：新华财经 资料图：研和工业园区数控产业园。（刘黎 摄） "智改数转"提升新动能。玉溪市已成功获批国家"千兆城市"，互联网出口带宽达6.1T，5G用户141万户，"两化融合"贯标企业 19户。主动融入"两亚数字合作先行区"，2024年成功举办南亚东南亚数字健康国际会议。 开放型工业经济启动新引擎。玉溪市与80多个国家和地区建立贸易关系，设立6个驻外商务代表处。现有进出口工业企业32 户，工业产品出口至欧美、日韩、中东、南亚东南亚等地。2024年工业品进出口35.4亿元、增长45.3%，占全市进出口总额的 63.96%。 下一步，玉溪将持续推动传统产业提质增效，新兴产业聚链成群。通过抓项目、强支撑，高标准、高起点谋划储备一批打基 础、利长远、增后劲的重大工业项目，以更高站位更新理念持之以恒推进工业高质量发展。（玉溪市融媒体中心） 编辑：穆皓 "十四五"期间，玉溪市聚焦云南省委"3815"战略发展目标，立足资源禀赋和产业基础，大力发展"三大经济"，工业发展取得 显著成效。 资料图：丰元 产业转型实现新突破。玉溪市坚持制造业高质量发展主线，推进产业基础高级化、产业链现代化。2021年至2024年，累计完 成工业 ...

【环球网科技报道 记者 郑湘琪】"十四五"以来，随着新能源汽车产业的快速发展，我国动力电池产业在市场规模、技术创新以及配套体系等多方面取得积 极成效，成为推动汽车产业绿色低碳转型和可持续发展的重要力量。 工信部公布的数据显示，动力电池产量从2020年的83.4GWh增长至2024年的超过1000GWh，四年间增长十倍多。为助推产业的提质升级，近日，2025新能 源电池产业发展大会汇聚产业核心力量，展开了一场关于产业未来的深度对话。 这些突破性数字的背后，是材料、设计和工艺的系统性创新。据徐中领介绍，欣旺达坚信固态电池是突破锂电能量密度和安全性的终极奥义，并结合自身实 际因地制宜地制定了阶梯式的发展战略方针。自2015年起前瞻布局固态电池技术以来，欣旺达目前已构建清晰的迭代路径：公司第一代半固态电池已完成开 发，能量密度超300Wh/kg；第二代半固态电池的电芯样品已开始进行中试试验；第三代全固态电池已完成400Wh/kg产品方案和工艺验证。 事实上，当前固态电池被业内视为下一代锂电池技术方向，也是近年政策文件中明确的能源装备发展重点之一。近日，由工业和信息化部指导、中国汽车工 程学会组织修订编制的《节能与新能 ...

Group 1: Brain-like Computing - The world's first brain-like computing device, "Zhi Zhe No. 1," has been launched, integrating supercomputing capabilities into a mini-fridge-sized device, providing a new path for energy efficiency in traditional supercomputing centers and intelligent computing clusters [1] - Brain-like computing simulates the structure and information processing mechanisms of the human brain, achieving efficient, low-energy, and interpretable intelligent processing through hardware and algorithmic innovation [1] - The development of brain-like chips and storage-computing integrated architecture is expected to break the traditional von Neumann bottleneck, significantly enhancing computing density and energy efficiency [1] Group 2: Warehousing and Logistics - The China Federation of Logistics and Purchasing has initiated a proposal to oppose "involution-style" competition in the warehousing industry, emphasizing the need for fair pricing based on production costs and market demand [2] - Warehousing operators are encouraged to focus on digital transformation through technology upgrades and process optimization to enhance operational efficiency and core competitiveness [2][3] - The warehousing and logistics industry is undergoing profound changes driven by e-commerce growth, manufacturing upgrades, and global supply chain restructuring, with a projected market size of 3.5 trillion yuan by 2030 [3] Group 3: Air Battery - The Ministry of Industry and Information Technology has highlighted the importance of technological innovation in the development of new battery materials, including all-solid-state batteries and metal-air batteries, to accelerate their industrialization [3] - Metal-air batteries, utilizing common metals like zinc and magnesium, offer advantages in energy density, charging time, range, environmental impact, and safety compared to lithium-ion batteries, indicating a broad application prospect [4] Group 4: Photoresist - A research team from Peking University has successfully analyzed the micro-3D structure and entanglement behavior of photoresist molecules in liquid environments, leading to a solution that significantly reduces photoresist defects in advanced chip manufacturing [4] - This breakthrough not only addresses long-standing issues in chip yield but also provides a powerful tool for in-situ research of chemical reactions at the atomic/molecular scale, promoting defect control and yield improvement in semiconductor manufacturing [4] Group 5: Large Aircraft - Brunei has approved its national airline to operate Chinese-made passenger aircraft, marking a significant legal foundation for the entry of Chinese jets into the Brunei market and reflecting recognition of China's aviation design capabilities [5] - China Commercial Aircraft Corporation predicts that by 2042, the global fleet of passenger aircraft will reach 48,455, with Chinese aircraft accounting for 9,969 units (21% of the total), indicating a potential shift in market dynamics [5] Group 6: Autonomous Driving - NVIDIA has announced a collaboration with Uber to develop autonomous driving technology, leveraging Uber's extensive real-world driving data to train NVIDIA's models [6] - This partnership aims to maintain leadership in the autonomous driving sector, with NVIDIA's infrastructure expected to accelerate development processes [6] Group 7: Multi-modal Applications - Ant Group is set to launch a new AGI multi-modal application called "Lingguang," featuring an "AGI camera" function that can recognize and understand the world [7] - The launch of "Lingguang" signifies Ant Group's entry into the AGI multi-modal space, with potential revenue projections of over 10 billion yuan within three years [7] Group 8: Macro and Industry News - China and the U.S. held trade discussions in Kuala Lumpur, reaching preliminary consensus on several important economic and trade issues [8] - As of September 30, China's total installed power generation capacity reached 3.72 billion kilowatts, a year-on-year increase of 17.5% [8] - The People's Bank of China will conduct a 900 billion yuan MLF operation to maintain liquidity in the banking system [8] - The stock private equity position index has risen to 79.68%, the highest this year, indicating increased market confidence [8]

Core Viewpoint - The company reported a significant increase in net profit for the third quarter, primarily due to the expansion of its business scale and the substantial fair value change of its early holdings in Chery Automobile following its listing on the Hong Kong Stock Exchange [3]. Financial Data - The company confirmed that the quarterly report is accurate and complete, with no false records or major omissions [2]. - The net profit attributable to shareholders for the reporting period saw a substantial increase compared to the same period last year [3]. - The company does not require retrospective adjustments or restatements of previous accounting data [3]. Non-Recurring Gains and Losses - The company reported no non-recurring gains or losses applicable for the period [4]. Shareholder Information - The company held meetings on April 24, 2025, and approved a cash dividend of 1 yuan per 10 shares, totaling 179 million yuan distributed to shareholders [7]. - On August 28, 2025, the company approved investments in two new lithium-ion battery manufacturing projects, each with a total investment not exceeding 4 billion yuan [7]. Stock Option Plan - The company approved the exercise of stock options for 1,406 eligible participants, with an exercise price of 18.47 yuan per share, and the exercise period from September 11, 2025, to July 7, 2026 [8]. - As of September 30, 2025, a total of 8,277,263 stock options were exercised, increasing the total share capital to 1,813,734,748 shares [8]. Employee Stock Ownership Plan - The company proposed an employee stock ownership plan to grant up to 11,202,539 shares at a subscription price of 21.07 yuan per share, approved by the shareholders on September 23, 2025 [9].

二十届四中全会：要大力提振消费，扩大有效投资 中国共产党第二十届中央委员会第四次全体会议，于2025年10月20日至23日在北京举行。全会提出，建设强 大国内市场，加快构建新发展格局。坚持扩大内需这个战略基点，坚持惠民生和促消费、投资于物和投资于 人紧密结合，以新需求引领新供给，以新供给创造新需求，促进消费和投资、供给和需求良性互动，增强国 内大循环内生动力和可靠性。要大力提振消费，扩大有效投资，坚决破除阻碍全国统一大市场建设卡点堵 点。 中国自研大型出口双燃料客滚船交付 从中船集团获悉，10月23日，由广船国际建造的我国首艘自研大型出口双燃料客滚船在广州南沙交付。此次 交付的双燃料客滚船可使用燃油和更清洁的液化天然气作为动力，具备完全自主知识产权。全船共12层甲 板，配备有自助餐厅、咖啡厅、观光厅等设施，有485间客房，可搭载1800名乘客和超550辆轿车，主要用于 短途海上交通，连接海岛或沿海城市，方便人员和车辆的便捷通行，是一种高技术、高附加值的船舶。 欣旺达推出新一代固态电池，能量密度达400Wh/kg 10月23日，在2025新能源电池产业发展大会上，欣旺达推出新一代聚合物全固态电池"欣·碧霄"，能 ...

Core Insights - The 2025 New Energy Battery Industry Development Conference concluded, leading to a significant rise in the battery sector, with notable stock increases for companies like Penghui Energy and Ningde Times [1][3]. Group 1: Market Performance - As of 9:51 AM, Penghui Energy surged over 12%, while Sunshine Power rose by 4.46%. Other companies such as Kehua Data, Tiannai Technology, and Xinnengda saw increases of over 3% [1]. - The battery ETF (561910) increased by over 2%, tracking the CS battery index, which has over 40% solid-state battery content and has risen more than 58% this year [2][5]. Group 2: Technological Advancements - Xinnengda launched a new generation polymer solid-state battery, "Xinn·Bixiao," with an energy density of 400Wh/kg and a cycle life of 1200 weeks under ultra-low external pressure [3]. - The company plans to establish a 0.2GWh polymer solid-state cell pilot line by the end of this year and has developed a laboratory sample of a lithium metal super battery with an energy density of 520Wh/kg [3]. Group 3: Industry Trends - According to the Ministry of Industry and Information Technology, Chinese companies occupy six of the top ten global battery manufacturers, accounting for 69% of total shipment volume [3]. - Recommendations were made for the development of new battery technologies, including solid-state batteries and metal-air batteries [3]. Group 4: Company Performance - Yiwei Lithium Energy reported a significant increase in both revenue and profit for Q3, achieving a revenue of 16.832 billion yuan, a year-on-year increase of 35.85%, and a net profit of 1.457 billion yuan, up 50.70% year-on-year [4]. - The company’s battery shipments for the first three quarters included 34.59 GWh of power batteries and 48.41 GWh of energy storage batteries, marking increases of 66.98% and 35.51% respectively [4]. Group 5: Investment Outlook - Zhongyin International highlighted the accelerating progress in solid-state battery technology and the increasing demand for specialized equipment in the production process, indicating a high growth potential [5]. - Dongguan Securities noted strong domestic demand for energy storage cells and the ongoing production ramp-up in the electric vehicle market, suggesting a positive outlook for companies involved in solid-state battery equipment [5].

进一步分析，前三季度，辽宁GDP增速4.3%，较上半年4.7%的增速有所下降，其中，第二产业增速下 降明显，从上半年的3.5%下降至2.1%。聚焦于规上工业，前三季度，辽宁规模以上工业增加值同比增 长2.2%，较上半年下降1.1个百分点。 事实上，早在半年报时，辽宁省发展改革委相关负责人就曾表示，辽宁工业持续承压，辽宁传统燃油车 占比较大，新能源汽车占比偏小，受市场对新能源汽车需求增加影响，传统燃油车生产企业受到一定冲 击。 眼下，前三季度数据显示，在辽宁省40个工业大类行业中，有24个行业增加值同比增长，增长面为 60.0%。其中，汽车制造业增加值下降5.4%。分产品来看，汽车产量下降10.1%，其中新能源汽车产量 增长22.2%。 据"辽宁统计"10月23日消息，根据地区生产总值统一核算结果，前三季度，辽宁省地区生产总值 24283.9亿元，按不变价格计算，同比增长4.3%。分产业看，第一产业增加值1611.5亿元，增长4.3%； 第二产业增加值8367.7亿元，增长2.1%；第三产业增加值14304.7亿元，增长5.4%。 具体来看，前三季度，辽宁省社会消费品零售总额7866.0亿元，同比增长4.1%； ...