Core Viewpoint - As of September 25, 2023, CATL's A-share market capitalization has surpassed that of Kweichow Moutai, reaching 1,806.4 billion yuan compared to Kweichow Moutai's 1,805.6 billion yuan, indicating a significant shift in market dynamics between these two leading companies in their respective sectors [1]. Company Performance - CATL's stock price has shown a remarkable increase of 48.83% year-to-date, while Kweichow Moutai has experienced a decline of 3.82% during the same period [2]. - Over the last 60 days, CATL's stock has risen by 47.10%, contrasting with Kweichow Moutai's modest increase of 1.55% [2]. - In the past month, CATL's stock surged by 25.70%, while Kweichow Moutai's stock fell by 2.87% [2]. Industry Dynamics - The surge in CATL's stock is attributed to the seasonal increase in demand for power batteries, particularly in September, which is traditionally a peak delivery season for automotive batteries [3]. - The energy storage market is experiencing a significant demand increase, favoring leading companies with strong technological capabilities, such as CATL [3]. - CATL is currently facing production capacity constraints, with expectations for a substantial increase in battery production. Projections indicate that CATL's planned battery production could reach 1,000 GWh by 2026, representing a 43% increase from 2025, exceeding market expectations [3].

9月25日截至发稿，宁德时代A股盘中涨超4%，总市值达1.82万亿元，贵州茅台市值约为1.80万亿元。宁德时代A股市值超越贵州茅台。 9月25日，贵州茅台股价表现稳定，守住1.80万亿元关口。不过宁德时代开盘后股价涨幅持续扩大，市值从1.75万亿元开始拉升，1.76、1.77、1.78、 1.79……最终突破1.80万亿元，市值历史性超越贵州茅台。 今年以来宁德时代与贵州茅台股价走势差异明显。年初至今，宁德时代涨幅达48.83%，而贵州茅台为-3.82%。60日涨幅宁德时代为47.10%，贵州茅台为 1.55%。月涨幅宁德时代为25.70%，贵州茅台为-2.87%。 | 行情报价 | | 增仓排名 资金流向 | DDE决策 | 盈利预测 | 财务数据 | 综合排名 | 多股同列 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | ● | 最新 | 涨幅% | 涨跌 | 成交额 | 成交量 | 总市值 ↓ | 月涨幅% | 60日涨幅% | 年初至 ...

9月25日，贵州茅台股价表现稳定，守住1.80万亿元关口。不过宁德时代开盘后股价涨幅持续扩大，市值从1.75万亿元开始拉升，1.76、1.77、1.78、 1.79……最终突破1.80万亿元，市值历史性超越贵州茅台。 今年以来宁德时代与贵州茅台股价走势差异明显。年初至今，宁德时代涨幅达48.83%，而贵州茅台为-3.82%。60日涨幅宁德时代为47.10%，贵州茅台为 1.55%。月涨幅宁德时代为25.70%，贵州茅台为-2.87%。 9月25日截至发稿，宁德时代A股盘中涨超4%，总市值达1.82亿元，贵州茅台市值约为1.80亿元。宁德时代A股市值超越贵州茅台。 | 行情报价 | | 增仓排名 资金流向 | DDE决策 | 盈利预测 | 财务数据 | 综合排名 | 多股同列 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | ● | 最新 | 涨幅% | 涨跌 | 成交额 | 成交量 | 总市值 ↓ | 月涨幅% | 60日涨幅% | 年初至今涨 ...

9月25日截至发稿，宁德时代A股盘中涨超4%，总市值达1.82亿元，贵州茅台市值约为1.80亿元。宁德时代A股市值超越贵州茅台。 9月25日，贵州茅台股价表现稳定，守住1.80万亿元关口。不过宁德时代开盘后股价涨幅持续扩大，市值从1.75万亿元开始拉升，1.76、1.77、1.78、 1.79……最终突破1.80万亿元，市值历史性超越贵州茅台。 员、副总经理刘世仲，茅台酒股份公司党委委员、副总经理蒋焰出席签约仪式。 据媒体报道，就宁德时代等锂电龙头的拉升动因，一位券商首席分析师近日对记者表示："9月本就是动力电池的交付旺季，再加上储能电池的需求爆发， 锂电龙头业绩预期明显提升。"一方面，每年9月至年底，车企往往进入较高密度的排产周期，这一时段也是动力电池交付旺季。另一方面，储能市场需求 增长明显，并且市场需求向技术实力强的龙头企业倾斜。 今年以来宁德时代与贵州茅台股价走势差异明显。年初至今，宁德时代涨幅达48.83%，而贵州茅台为-3.82%。60日涨幅宁德时代为47.10%，贵州茅台为 1.55%。月涨幅宁德时代为25.70%，贵州茅台为-2.87%。 | 行情报价 | | 增仓排名 资金流向 | DDE决 ...

受访人士表示，市场在经历短期急跌后，本身存在技术性反弹需求。从昨日的V型反转以及今日的市场普涨来看，这 反映出资金对市场调整空间并不大的一致性共识。不过，在国庆节前，投资者仍需注意两大风险：一是资金面可能因 长假因素趋紧，从而带来波动；二是防范部分涨幅过大的题材股可能出现的获利回吐压力。 在"9·24"新政实施一周年之际，A股市场迎来大涨，半导体、消费电子、电源设备等科技股依旧是市场最靓的仔。 创业板指涨逾2% 9月24日，指数早盘低开后反弹，午后进一步走强。沪指收涨0.83%报3853.64点，创业板指收涨2.28%收报3185.57点。 科创50盘中一度冲高近5%，最终收涨3.49%；北证50涨逾2%。 今日市场成交额降至2.35万亿元。杠杆资金方面，截至9月23日，沪深京两融余额微减，约为2.42万亿元。 中芯概念、半导体、电子设备制造、存储芯片、电源设备、华为海思等科技股备受资金青睐。 市场赚钱效应明显，共计4458只个股收涨，涨停股88只；853只个股收跌，跌停股13只。 日成交额超过100亿元的共有20只个股，多数为电子等科技股。其中，立讯精密（002475）日成交额299亿元，收涨 6.85%报 ...

来源：市场资讯 2020年荣耀从华为独立之际，万飚临危受命担任首任董事长，在供应链中断、渠道崩塌的困境中，快速推动与高通等厂商重启 合作，重建海外销售网络，助力荣耀迅速回归市场主流。2024年9月，万飚因个人原因辞去荣耀副董事长职务，其去向一度引发 诸多猜测。 据悉，2007年，远景动力成立于日本，公司总部位于横滨。致力于动力电池系统、储能电池系统的研发、设计、制造及销售。 在美国、英国、欧洲、中国和日本均设有生产基地，主要为电动汽车和储能系统提供高性能电池。 万飚的跨界任命并非偶然，而是远景动力在全球扩张关键时期的战略选择。今年以来，中国沧州、日本茨城、法国杜埃三座超 级工厂相继投产。法国工厂配套的雷诺R5车型登顶欧洲B级电动车销量冠军，美国田纳西工厂建成北美首条磷酸铁锂储能产线。 在储能领域，远景动力同样表现突出，据相关媒体报道，2024年远景动力海外储能出货量位列全球前三。 万飚并非近期唯一一位跨界加入远景的前科技行业高管。2024年7月，原宝马高管方诺德加盟远景动力，担任美国和欧洲地区首 席执行官及全球质量负责人。12月，原特斯拉上海超级工厂生产制造副总裁宋钢加入远景，担任远景能源集成供应链高级副总 ...

Core Viewpoint - Guoxuan High-Tech's stock has experienced significant fluctuations, with a year-to-date increase of 105.34%, but a recent decline of 4.09% over the last five trading days [1] Financial Performance - For the first half of 2025, Guoxuan High-Tech reported revenue of 19.394 billion yuan, a year-on-year increase of 15.48%, and a net profit attributable to shareholders of 367 million yuan, up 35.22% [2] - The company has distributed a total of 1.095 billion yuan in dividends since its A-share listing, with 356 million yuan distributed in the last three years [3] Stock Market Activity - As of September 24, Guoxuan High-Tech's stock price was 43.37 yuan per share, with a market capitalization of 78.641 billion yuan [1] - The stock has been on the "Dragon and Tiger List" four times this year, with the most recent net purchase of 669 million yuan on September 1 [1] Shareholder Structure - As of August 8, the number of shareholders for Guoxuan High-Tech was 212,400, a decrease of 1.72%, with an average of 8,133 shares per shareholder, an increase of 1.75% [2] - Major shareholders include Hong Kong Central Clearing Limited, which reduced its holdings by 54.885 million shares, and new entrants like E Fund CSI 300 ETF [3]

Company Developments - ByteDance announced it will advance related work according to Chinese laws to ensure TikTok's U.S. operations continue to serve American users [6] - Xiaomi announced a recall of 116,887 units of its SU7 standard electric vehicles, produced between February 6, 2024, and August 30, 2025 [6] - Moore Threads' IPO on the Sci-Tech Innovation Board will be reviewed on September 26, with less than three months from application acceptance to review [6] - Chow Tai Fook confirmed that its "one-price" gold products will see price increases starting in October, with the adjustment range to be announced later [6] - Li Auto signed a five-year comprehensive strategic cooperation agreement with CATL, which will provide various battery systems for Li Auto's entire product line [6] - The State Administration for Market Regulation has initiated an investigation into Chengdu Kuai Gou Technology Co., Ltd. for suspected violations of the E-commerce Law [6] Investment News - The China Securities Regulatory Commission emphasized the need for risk prevention, strong regulation, and high-quality development in the capital market, accelerating a new round of reforms [4] - In 2023, the number of newly established index-enhanced funds reached 129, a 207% increase from the previous year, with a total scale of 72.843 billion yuan [4] - As of September 12, the number of domestic securities investment private equity firms with over 10 billion yuan in assets reached 92, with quantitative private equity firms making up nearly half [4] Macro Economy - The Ministry of Industry and Information Technology, the Ministry of Commerce, and the State Administration for Market Regulation jointly issued a plan to stabilize growth in the light industry for 2025-2026 [2] - The Ministry of Commerce and nine other departments proposed to achieve the "Hundred Cities, Ten Thousand Circles" goal by 2030, promoting the expansion and upgrade of convenient living circles in cities [2] - The People's Bank of China announced adjustments to the 14-day reverse repurchase operations to maintain ample liquidity in the banking system [2] - From January to August, the number of newly established foreign-invested enterprises reached 42,435, a year-on-year increase of 14.8%, while the actual use of foreign capital decreased by 12.7% to 506.58 billion yuan [2][3]

Core Views - Ningde Times has signed two significant strategic cooperation agreements with Li Auto and China Huaneng, aiming to enhance battery technology and expand business operations in the electric vehicle and energy sectors [1][2][3] Group 1: Cooperation with Li Auto - On September 18, Ningde Times and Li Auto signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology [1] - Ningde Times will provide high-performance battery systems for all Li Auto products, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [1] - Li Auto has delivered over 1 million vehicles equipped with Ningde Times batteries, with no incidents of thermal runaway due to battery issues [1] Group 2: Cooperation with China Huaneng - On September 17, Ningde Times signed a strategic cooperation agreement with China Huaneng, the second-largest power generation group globally [2] - The collaboration will leverage both companies' strengths in product manufacturing, renewable energy, energy storage construction and operation, scientific research innovation, and nuclear power industry [3] - The partnership aims to contribute to the construction of a new energy system and a new power system in line with national strategic needs [3]

新华财经上海9月19日电（记者 杨有宗）记者获悉，理想汽车18日与宁德时代签署五年全面战略合作协 议。宁德时代将为理想汽车提供多种动力电池系统。 据介绍，宁德时代将为理想汽车全系产品提供高性能、高安全、高品质的动力电池系统，包括但不限于 三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等。 转自：新华财经 声明：新华财经（中国金融信息网）为新华社承建的国家金融信息平台。任何情况下，本平台所发布的 信息均不构成投资建议。如有问题，请联系客服：400-6123115 截至目前，搭载宁德时代电池的理想汽车累计交付量突破100万辆。 编辑：谈瑞 ...