11月18日，亿纬锂能跌5.03%，截至发稿，报79.25元/股，成交35.01亿元，换手率2.31%，总市值 1621.25亿元。 从基金十大重仓股角度 数据显示，恒越基金旗下1只基金重仓亿纬锂能。恒越优势精选混合（011815）三季度持有股数19.8万 股，占基金净值比例为7.33%，位居第三大重仓股。根据测算，今日浮亏损失约83.16万元。 截至发稿，吴海宁累计任职时间2年227天，现任基金资产总规模2.62亿元，任职期间最佳基金回报 88.56%， 任职期间最差基金回报-42.19%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，惠州亿纬锂能股份有限公司位于广东省惠州市仲恺高新区惠风七路38号,香港铜锣湾希慎道 33号利园1期19楼1910室，成立日期2001年12月24日，上市日期2009年10月30日，公司主营业务涉及消 费电池(包括锂原电池、小型锂离子电池、三元圆柱电池)和动力电池(包括新能源汽车电池及其电池系 统、储能电池)的研发、生产和销售 ...

Core Viewpoint - Huang Shilin, the third-largest shareholder of CATL, is cashing out again, with a planned transfer of shares that will exceed 17.1 billion yuan, indicating a significant liquidity event for the company [1][2] Group 1: Share Transfer Details - CATL announced a share transfer price of 376.12 yuan per share, with a total of 45.6324 million shares to be transferred, fully subscribed by 16 institutional investors [1] - The share transfer is a non-public transfer, and the acquired shares cannot be transferred for six months post-acquisition [1] - The effective subscription amount for the transfer was 146.5 million shares, resulting in a subscription multiple of 3.2 times [1] Group 2: Market Reaction and Valuation - Following the announcement, CATL's stock price fell by 3.3%, closing at 390.78 yuan [1] - Market participants noted that the transfer price was not significantly discounted, indicating that CATL remains a high-quality asset [1] Group 3: Historical Context and Future Considerations - This is not the first time Huang Shilin has reduced his stake; he previously sold shares between January and June 2022, with prices fluctuating between 180 yuan and 330 yuan [2] - Approximately 77.5 million shares from CATL's H-share IPO cornerstone investors will be unlocked on November 20, 2025, with a market value exceeding 40 billion HKD [2] - Industry risks include the potential restoration of the new energy vehicle purchase tax in 2026 and rising lithium carbonate prices, which have surged by 63% compared to six months ago [2]

Group 1 - The core point of the article highlights the decline in the stock price of EVE Energy Co., Ltd., which fell by 5.01% to 82.99 CNY per share, with a trading volume of 5.912 billion CNY and a turnover rate of 3.68%, resulting in a total market capitalization of 169.776 billion CNY [1] - EVE Energy, established on December 24, 2001, and listed on October 30, 2009, is primarily engaged in the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] - The revenue composition of EVE Energy is as follows: power batteries account for 45.26%, energy storage batteries 36.56%, consumer batteries 18.03%, and others 0.16% [1] Group 2 - From the perspective of major fund holdings, Zhejiang Merchants Securities Asset Management has a fund that heavily invests in EVE Energy, specifically the Zhejiang Merchants Huijin Transformation Growth Fund (000935), which held 22,700 shares in the third quarter, representing 3.99% of the fund's net value, making it the fifth-largest holding [2] - The Zhejiang Merchants Huijin Transformation Growth Fund (000935) was established on December 30, 2014, with a latest scale of 51.7885 million CNY, achieving a year-to-date return of 42.06% and ranking 1688 out of 8219 in its category [2] - The fund manager, Ma Binbo, has been in position for 7 years and 321 days, with the fund's total asset scale at 51.7961 million CNY, achieving a best return of 78.16% and a worst return of -43.63% during his tenure [3]

Core Viewpoint - EVE Energy Co., Ltd. experienced a 5.01% decline in stock price, closing at 82.99 CNY per share, with a trading volume of 5.892 billion CNY and a turnover rate of 3.67%, resulting in a total market capitalization of 169.776 billion CNY [1] Company Overview - EVE Energy, established on December 24, 2001, and listed on October 30, 2009, is located in Huizhou, Guangdong Province. The company specializes in the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] - The revenue composition of EVE Energy is as follows: power batteries account for 45.26%, energy storage batteries 36.56%, consumer batteries 18.03%, and others 0.16% [1] Fund Holdings - Chang'an Fund has a significant holding in EVE Energy, with its Chang'an Industry Select Mixed A Fund (000496) holding 20,700 shares, representing 3.42% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 90,700 CNY [2] - The Chang'an Industry Select Mixed A Fund was established on May 7, 2014, with a latest scale of 21.9728 million CNY. Year-to-date returns are 34.46%, ranking 2474 out of 8219 in its category; the one-year return is 23.46%, ranking 3104 out of 8125; and since inception, the return is 73.23% [2]

Core Viewpoint - EVE Energy Co., Ltd. has seen a significant stock price increase, with a 5.17% rise on October 31, reaching 88.13 CNY per share, and a total market capitalization of 180.29 billion CNY, reflecting a cumulative increase of 8.99% over three days [1] Company Overview - EVE Energy, established on December 24, 2001, and listed on October 30, 2009, is located in Huizhou, Guangdong Province. The company specializes in the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] - The revenue composition of EVE Energy is as follows: power batteries account for 45.26%, energy storage batteries 36.56%, consumer batteries 18.03%, and others 0.16% [1] Fund Holdings - According to data, a fund under Zheshang Securities Asset Management holds a significant position in EVE Energy. The Zheshang Huijin Transformation Growth Fund (000935) held 22,700 shares in the third quarter, representing 3.99% of the fund's net value, making it the fifth-largest holding. The fund has realized a floating profit of approximately 98,300 CNY today and 156,900 CNY during the three-day increase [2] - The Zheshang Huijin Transformation Growth Fund was established on December 30, 2014, with a current size of 51.79 million CNY. Year-to-date returns stand at 44.4%, ranking 1559 out of 8154 in its category, while the one-year return is 37.82%, ranking 1979 out of 8046 [2]

Group 1 - The core viewpoint of the article highlights the significant investment and production capabilities of the Taizhou Fudi New Energy Power Battery project, which is a strategic base for BYD Group's new generation lithium iron phosphate blade battery production [1] - The project covers an area of 1,500 acres with a planned investment of 8.8 billion yuan, including 8 billion yuan in fixed asset investment, and aims to achieve an annual production capacity of 22 GWh of power batteries for new energy vehicles [1] - The project is one of the largest single manufacturing investments in Taizhou in recent years, playing a crucial role in enhancing the development level of the automotive industry chain in Taizhou and establishing a high ground for the new energy vehicle industry [1] Group 2 - In the domestic market, from January to September this year, China's cumulative installed capacity of power batteries reached 493.9 GWh, representing a year-on-year growth of 42.5% [2] - BYD's installed capacity during the same period was 111.21 GWh, accounting for 22.57% of the total installed capacity in the country [2]

Core Viewpoint - The establishment of the Taizhou Fudi New Energy Power Battery project represents a significant investment in the new energy vehicle battery sector, highlighting the strategic focus of BYD Group on lithium iron phosphate blade battery production [1] Group 1: Project Overview - The Taizhou Fudi New Energy Power Battery project covers a total area of 1,500 acres and plans to invest 8.8 billion yuan, with 8 billion yuan allocated for fixed asset investment [1] - The project aims to achieve an annual production capacity of 22 GWh of new energy vehicle power batteries upon reaching full production [1] Group 2: Industry Impact - This project is one of the largest single manufacturing investments in recent years in Taizhou, which is expected to enhance the development level of the local automotive industry chain [1] - The establishment of this strategic base is crucial for building a highland for the development of the new energy vehicle industry in Taizhou [1]

Group 1 - Southern Power Grid Guangxi Electric Power Company has implemented "ten measures" to support the development of the private economy, focusing on cost reduction and energy integration [1] - Guangxi Sanhuan Enterprise Group has successfully increased its advanced ceramic production by 115% and sales by 70% year-on-year, aided by cost-saving measures from the power supply department [1] - The company has served over 12,000 private enterprises this year, adding approximately 518,000 kVA of new electricity capacity and reducing connection costs by about 76 million yuan through efficient service [1] Group 2 - Private enterprises are facing new challenges with the rise of green trade and stricter carbon emission standards [2] - Southern Power Grid Guangxi Electric Power Company promotes green electricity and green certificate trading to help enterprises meet green trade barriers [2] - Liuzhou Guoxuan Battery Co., Ltd. has exported new energy vehicle batteries to several countries, with the company consuming 35.22 million kWh of green electricity, reducing carbon emissions by 20,100 tons [2]

文、图/广州日报全媒体记者张丹 公安部最新数据显示，截至今年6月底，全国新能源汽车保有量达3689万辆，占汽车总量比重达 10.27%。随着新能源汽车数量的快速增长，最早一批新能源汽车也陆续进入回收报废周期。此前新能 源汽车电池由于回收率偏低受到关注，如何在越来越多新能源汽车进入报废期前做好应对准备，成为摆 在整个行业面前的挑战。针对该问题，记者近日采访了相关业内人士。 中山某报废站场内，堆放了不少等待处理的报废汽车。其中，少数新能源汽车将被统一转运至再生 资源公司进行回收。 早期新能源汽车开始"退场" 他解释，早期那批新能源汽车电池质量一般，而且家庭购买较少，大多应用在网约车、出租车等公 共领域。而这两类车跑的里程比较长，再继续跑下去"经济账"也划不来，所以这批车辆都陆续进入报废 周期。"目前报废的量还不是很大，但在未来5到8年里，预计新能源汽车的报废量将如新车增长量一般 迅猛增长。" 新能源车报废但电池仍可梯次利用 "新能源汽车报废后，电池可以进行梯次利用。"周发涛说，新能源汽车的电池可以进行分容后应用 在一些低功率的设备如叉车上，甚至还可以探索家庭储能等多元应用场景。"从新能源汽车退役下来的 电池，如果 ...

Group 1 - The core viewpoint of the news is that EVE Energy Co., Ltd. has seen a significant increase in its stock price, rising 5.23% on September 25, reaching 80.33 yuan per share, with a total market capitalization of 164.33 billion yuan [1] - EVE Energy's stock has experienced a continuous increase for four consecutive days, with a cumulative increase of 8.31% during this period [1] - The company's main business includes the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] Group 2 - According to data, a fund under Bank of China Securities holds a significant position in EVE Energy, with the Bank of China Securities ChiNext ETF (159821) being the tenth largest holding [2] - The fund reduced its holdings by 2,200 shares in the second quarter, maintaining 8,265 shares, which accounts for 1.66% of the fund's net value [2] - The fund has achieved a year-to-date return of 49.39% and a one-year return of 98.01%, ranking 680 out of 4,220 and 551 out of 3,820 in its category, respectively [2]