中银中证央企红利50指数A（020251）基金经理为赵建忠、李念。 截至发稿，赵建忠累计任职时间10年204天，现任基金资产总规模52.22亿元，任职期间最佳基金回报 131.93%， 任职期间最差基金回报-31.32%。 12月25日，亚普股份涨5.67%，截至发稿，报23.12元/股，成交7394.47万元，换手率0.64%，总市值 118.51亿元。 资料显示，亚普汽车部件股份有限公司位于江苏省扬州市扬子江南路508号，成立日期1993年7月4日， 上市日期2018年5月9日，公司主营业务涉及储能系统产品、热管理系统产品的研发、制造、销售和服 务。主营业务收入构成为：油箱94.27%，材料、售后件及工装销售等4.03%，油管及尿素箱等1.70%。 从基金十大重仓股角度 数据显示，中银基金旗下1只基金重仓亚普股份。中银中证央企红利50指数A（020251）三季度持有股 数25.34万股，占基金净值比例为2.59%，位居第八大重仓股。根据测算，今日浮盈赚取约31.42万元。 中银中证央企红利50指数A（020251）成立日期2024年3月22日，最新规模4958.65万。今年以来收益 7.61%，同类排名3 ...

长江商报消息 ●长江商报记者 潘瑞冬 上市不到一年，储能龙头海博思创（688411.SH）计划加码产能。 12月23日晚间，海博思创发布公告称，公司全资子公司北京海博思创智造科技有限公司（简称"海博思 创智造"）拟开展"海博思创智能绿色储能工厂项目"，项目投资总额预计20亿元，建设周期约为36个 月，预计2028年12月竣工验收并投产。 长江商报记者注意到，海博思创于2025年初登陆A股，截至三季度末，公司货币资金达30.3亿元。 储能市场快速发展，海博思创业绩表现亮眼。2022年以来的近4年时间，海博思创累计实现归母净利润 20.3亿元。 截至2025年三季度末，海博思创的货币资金达30.3亿元，现金及现金等价物达14.29亿元。 海博思创表示，作为公司完善高端制造产能布局的关键举措，项目建成后将有效补充产能缺口，提升核 心产能供应保障能力与市场响应速度。同时，通过引入先进智能化制造体系，有望实现生产效率提升与 综合成本优化，增强公司产品综合竞争力。公司预计将对公司中长期财务状况和经营成果产生积极影 响，助力巩固行业领先地位。 长江商报记者注意到，11月，海博思创曾与宁德时代签署《战略合作协议》。协议约定的 ...

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：中汽新能官微 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） 鑫椤报告预售： 作为欧洲电池制造领域的领军企业，比利时AVESTA公司已构建起"研发-制造-回收"全产业链闭环生 态，核心业务聚焦下一代固态电池的研发与规模化生产，技术实力与行业影响力广受认可。2025年8 月，该公司正式签约落户中国江苏省常州市金坛经济开发区，此举成为其布局亚洲市场的关键落子，为 此次跨国合作奠定了坚实基础。 此次2GWh储能项目的达成，既是AVESTA公司深耕新能源储能板块的重要战略布局，更彰显了其对中 汽新能在技术研发、产品可靠性及市场服务能力上的高度认可和信赖。 双方一致表示，将以此次签约为起点，构建长期稳定、互惠共赢的战略合作伙伴关系，携手开拓国际储 能市场新空间，为全球碳中和目标的实现贡献产业力量。 如想了解更多关于全球储能电池行业信息，欢 迎订购《2025-2029年全球储能市场运行趋势及竞争 策略研究报告 》，订购电话：1896400137 ...

Core Viewpoint - The strategic cooperation agreement between Zhongqi New Energy and Belgian company AVESTA marks a significant step in the development of energy storage solutions, with a focus on a 2GWh capacity project aimed at enhancing the global energy transition [2][4][6]. Group 1: Strategic Partnership - Zhongqi New Energy and AVESTA signed a strategic cooperation agreement for a 2GWh energy storage project on November 26, 2025, in Tianjin, indicating a substantial collaboration in the renewable energy storage sector [2]. - AVESTA, a leader in the European battery manufacturing industry, has established a complete "R&D-Manufacturing-Recycling" ecosystem and is focused on the development and mass production of next-generation solid-state batteries [4]. - The partnership is expected to leverage Zhongqi New Energy's strengths in energy storage system integration and technology development, combined with AVESTA's international resources and brand influence, to promote large-scale green energy solutions [6]. Group 2: Market Impact - The signing of the 2GWh energy storage project is a strategic move for AVESTA to deepen its involvement in the energy storage sector and reflects its trust in Zhongqi New Energy's technological capabilities and market service [4][6]. - Both companies aim to establish a long-term, mutually beneficial partnership to explore new opportunities in the international energy storage market and contribute to global carbon neutrality goals [6].

Core Viewpoint - Weisheng Holdings (03393) has seen a stock price increase of over 4% following the announcement of a total agreement between its subsidiary, Weiyuan Energy, and Renox to supply various energy storage system products, facilitating entry into the Australian market [1] Group 1: Company Developments - Weiyuan Energy will supply a range of energy storage system products to Renox, which will help in distributing these products effectively in Australia [1] - The total agreement aims to ensure stable sales of energy storage systems to Renox, providing cost predictability and growth in the target market [1] Group 2: Market Performance and Outlook - Weisheng Holdings' stock rose by 4.05%, reaching HKD 13.35, with a trading volume of HKD 20.5653 million [1] - Guozheng International reported that Weisheng Holdings has a relatively fast growth rate compared to peers, with ongoing expansion in overseas markets [1] - The company is expected to enter a rapid growth phase in overseas revenue, particularly with its ADO business securing orders from overseas data centers [1] - The firm believes there is room for valuation improvement, initiating a "Buy" rating with a target price of HKD 17.36 [1]

Core Viewpoint - 威胜控股's stock rose over 4% following the announcement of a total agreement with Renox for ongoing related transactions, focusing on energy storage systems for the Australian market [1] Group 1: Company Developments - 威胜控股's subsidiary, 惟远能源, will supply various energy storage system products to Renox, enabling effective distribution in Australia through Renox's channels and compliance licenses [1] - The total agreement aims to ensure stable sales of energy storage systems to Renox, providing cost predictability and growth in the target market [1] Group 2: Market Performance - 威胜控股's stock price increased by 4.05%, reaching 13.35 HKD, with a trading volume of 20.5653 million HKD [1] - 国证国际 reported that 威胜控股's performance growth is among the fastest in its industry, with ongoing expansion in overseas markets and an expected rapid growth phase in overseas revenue [1] Group 3: Analyst Ratings - 国证国际 initiated a "buy" rating for 威胜控股, setting a target price of 17.36 HKD, indicating potential for valuation improvement [1]

Core Viewpoint - The strategic cooperation agreement between Haibosichuang and CATL aims to enhance supply chain stability and strengthen the competitive position of Haibosichuang in the energy storage industry through a long-term partnership [1][3][4]. Group 1: Strategic Cooperation - Haibosichuang signed a 10-year strategic cooperation agreement with CATL, committing to a minimum procurement of 200 GWh of electricity from 2026 to 2028 [1][3]. - The agreement focuses on core business collaboration and innovation in business models, with Haibosichuang prioritizing the purchase of battery and system products from CATL [3][4]. - Both companies will explore multi-dimensional cooperation, including establishing an energy storage project industry fund and enhancing supply chain efficiency [3][4]. Group 2: Market Impact - Following the announcement of the cooperation, Haibosichuang's stock price surged by 20% on November 13, reflecting strong market sentiment [2][5]. - Since its listing in January 2025, Haibosichuang's stock has increased over 18 times, closing at 378.16 yuan per share [2][5]. Group 3: Financial Performance - Haibosichuang reported significant revenue growth, with a 52.23% year-on-year increase in revenue to 79.13 billion yuan in the first three quarters of 2025 [7]. - The company achieved a net profit of 6.23 billion yuan, marking a 98.65% increase year-on-year, with the third quarter showing a revenue growth of 124.42% [7]. - The company's R&D investment has been increasing, with expenditures rising from 0.94 billion yuan in 2022 to 2.24 billion yuan in the first three quarters of 2025 [7]. Group 4: Industry Position - Haibosichuang ranks among the top three global energy storage integrators for newly installed capacity in 2023, holding the second position in power scale and third in energy scale [6]. - The company is recognized as the leading player in the domestic market based on cumulative installed capacity and contracted projects [6].

Core Viewpoint - The stock price of Yapu Co., Ltd. has shown significant fluctuations, with a year-to-date increase of 65.91% and a recent decline of 3.05% over the past 20 days [2] Financial Performance - For the period from January to September 2025, Yapu Co., Ltd. achieved a revenue of 6.616 billion yuan, representing a year-on-year growth of 16.62% [2] - The net profit attributable to the parent company was 417 million yuan, reflecting a year-on-year increase of 11.58% [2] Stock Market Activity - As of November 6, the stock price was 24.19 yuan per share, with a market capitalization of 12.4 billion yuan [1] - The stock has seen a trading volume of 35.7682 million yuan and a turnover rate of 0.29% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the last occurrence on September 18 [2] Shareholder Information - As of September 30, 2025, the number of shareholders was 17,100, a decrease of 10.56% from the previous period [2] - The average number of circulating shares per shareholder increased by 11.80% to 30,041 shares [2] Dividend Distribution - Since its A-share listing, Yapu Co., Ltd. has distributed a total of 1.873 billion yuan in dividends, with 692 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, notable changes in institutional holdings include an increase in shares held by the Fuguo Cycle Select Mixed Fund and a decrease in shares held by Hong Kong Central Clearing Limited [3]

Core Viewpoint - The company focuses on "digital energy" and "intelligent robotics applications" as its two main business areas, providing smart distribution and utilization equipment, energy storage system products, intelligent robots, and comprehensive solutions, along with a service system covering the entire product lifecycle [1] Business Overview - The company offers smart distribution and utilization equipment, energy storage systems, and intelligent robots [1] - The company provides comprehensive solutions and services that encompass the entire lifecycle of its products [1] - The company's current business operations do not involve quantum technology [1]

Group 1 - The company focuses on two main business areas: "digital energy" and "intelligent robotics applications" [1] - It provides smart distribution and utilization equipment, energy storage system products, intelligent robots, and comprehensive solutions [1] - The company offers a service system that covers the entire product lifecycle [1] Group 2 - The company's current business does not involve quantum technology [1]