以下文章来源于蓝鲸科技 ，作者蓝鲸科技 翟智超 蓝鲸科技 . 上海报业集团主管主办。蓝鲸新闻科技频道官方账号。 关注互联网行业报道，以及科技热点新闻事件。 当 "史上最严" 充电宝安全标准进入落地倒计时，一场重塑行业格局的 "风暴" 正席卷整个移动电源赛道。 日前，蓝鲸科技记者独家获悉，工信部已于10月及11月多次组织召开《移动电源安全技术规范》征求意见稿研讨会。据蓝鲸科技记者获悉 的一份《移动电源安全技术规范》（征求意见稿）（以下简称"新规"）显示， 与旧标准相比，新国标在整机、线路板和电芯三大技术领域 提出了数十项严苛改进。 对于新的标准，相关参会企业负责人向蓝鲸科技记者称，"这次制定的标准非常严格，许多工厂难以达到。工信部的态度很明确：达不到标 准就不要继续生产，因为总有一些企业能够达标。" 据上述参会企业负责人透露，相关研讨会预计有近300家产业链相关企业参加了探讨会。会上，汇聚了芯片、主板、电芯等产业链各环节的 供应商代表，这些代表就各自就专业领域提出建议，工信部也采纳了部分意见。 "经过三四轮研讨会，目前标准已基本定稿，预计12月公示，2026年2月正式发布，同年6月起实施。新规落地后，原有3C认 ...

龙净环保 20251124 摘要 龙净环保储能业务 2025 年 1-9 月交付电芯总量 5.9GWh，铁锂电芯产 能利用率高，上半年扭亏为盈，三季度加速盈利，与亿纬锂能合作提升 生产良率，增强制造端竞争力。 龙净环保装备业务拓展矿山重卡、矿山装备和高空爬壁机器人等领域， 已实现对普天矿山重卡的交付，参股湖南创远和吉泰智能，有望成为未 来重要增长点。 增加的新项目，而海外水电站项目则因高电价实现单瓦盈利超预期。这些都增 强了市场对未来绿电项目单位盈利能力的信心。 龙净环保在储能业务和其他新兴领域有何进展？ 龙净环保在储能业务方面积极恢复，并取得显著进展。今年（2025 年），储 能业务迎来了良好的反转，公司整体利润从去年（2024 年）的相对承压变成 今年（2025 年）的较好盈利。此外，公司还在探索矿山新能源、矿山绿电以 及爬壁机器人等新兴领域应用。这些新兴领域的发展为公司未来三年的持续增 长提供了较高确定性。 如何评价龙净环保目前的估值水平？ 紫金矿业全额认购龙净环保 20 亿元定增，持股比例增至近 34%，强化 资金支持，加速业务赋能，尤其在绿电项目方面，为公司未来发展奠定 基础。 2025 年前三季度 ...

广东：到2027年人工智能核心产业规模超过4400亿元，算力规模超过60EFLOPS 广东省人民政府印发《广东省国家数字经济创新发展试验区建设方案（2025—2027年）》，其中提出，到 2027年，数字经济发展水平稳居全国首位，数字经济核心产业增加值占GDP比重超过16%，打造3个具有国 际竞争力的万亿级数字产业集群，培育若干高价值数字产业新赛道，数据产业规模年均复合增长率超15%， 人工智能核心产业规模超过4400亿元，规模以上工业企业数字化转型突破6万家，算力规模超过60EFLOPS （每秒浮点运算次数），将广东打造为国际一流数字经济发展高地，将粤港澳大湾区建设为全球数字化水平 最高的湾区。 我国首台套绿氢煤化工项目全面投运 11月20日，中国大唐多伦15万千瓦风光储制氢一体化示范项目全面进入市场化运营，这是国内首个绿氢耦合 煤化工示范项目。"绿电制氢+余电上网" 的协同模式成功落地，为煤化工行业绿色转型提供了可复制的实践 样本。 今年中欧班列中通道通行量突破3500，创历史新高 2025年11月20日，一列满载55个集装箱的中欧班列从内蒙古二连浩特铁路口岸启程，驶向俄罗斯，标志着今 年中欧班列中通道通 ...

编辑 杨娟娟 新京报贝壳财经讯 11月20日，亿纬锂能发布公告称，公司与思摩尔国际签订《采购框架协议》，思摩 尔国际及其附属公司将向亿纬锂能及附属公司持续性地采购电芯等产品作为原材料，协议有效期至2028 年12月31日止。从2026年1月1日起，乙方集团向甲方集团采购电芯等产品。该协议为框架性协议，不涉 及具体金额，实际发生金额以相关方在相关期间内就相关项目所签署的订单确定后并经会计师审计的数 额合计为准。本协议的签订不会对公司2025年度经营业绩产生重大影响，对未来年度经营业绩的影响需 根据实际发生的订单为准。 ...

Group 1: International Stock Market Overview - European markets saw all three major indices close higher, with the German DAX index rising by 1.11% to 23,419.35 points, the French CAC40 index increasing by 0.34% to 7,981.07 points, and the UK FTSE 100 index up by 0.21% to 9,527.65 points [4][7] - In the US market, all three major indices closed lower, with the Dow Jones falling by 0.84% to 45,752.26 points, the S&P 500 down by 1.56% to 6,538.76 points, and the Nasdaq decreasing by 2.15% to 22,078.05 points. Cisco and Boeing led the decline, both dropping over 3% [4][7] - The Hang Seng Index in the Asia-Pacific region rose by 0.02% to 25,835.57 points, while the Nikkei 225 index increased by 2.65% to 49,823.94 points [4][7] Group 2: Company News - NetEase reported third-quarter revenue of 28.4 billion yuan, a year-on-year increase of 8.2%, with a net profit of 9.5 billion yuan compared to 7.5 billion yuan in the same period last year [4][13] - Xiaomi's automotive division celebrated the production of its 500,000th vehicle at its super factory, achieving this milestone in just over one year and seven months [4][13] - Nvidia is on track to reach its target of $500 billion in core AI chip revenue over the next two years, reporting third-quarter revenue of $57 billion, a 62% year-on-year increase, and a net profit of $31.9 billion, up 65% [4][13] Group 3: Domestic News - The one-year and five-year Loan Prime Rates (LPR) in China remained stable for six consecutive months, reported at 3.0% and 3.5% respectively, indicating potential for future decreases to stabilize the economy [10][11] - The scale of college graduates in China for 2026 is expected to reach 12.7 million, an increase of 480,000 from the previous year, with over 12 million job opportunities provided during recruitment activities [12][13]

行业 碳酸锂期货日报 日期 2025 年 11 月 21 日 研究员：张平 021-60635734 zhangping@ccb.ccbfutures.com 期货从业资格号：F3015713 021-60635729 yufeifei@ccb.ccbfutures.com 期货从业资格号：F3025190 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 有色金属研究团队 研究员：余菲菲 研究员：彭婧霖 请阅读正文后的声明 ＃summary＃ 每日报告 一、 行情回顾与操作建议 图1：碳酸锂现货价及价差 图2：碳酸锂期货持仓量成交量 数据来源：Wind，建信期货研究发展部 碳酸锂期货冲高回落，资金博弈情绪仍高涨，日内碳酸锂主力最高涨破 4%，午后 一度翻绿，最终总持仓下降 15747 手。现货电碳涨 2400 至 91300，澳矿涨 45 至 1245，云母矿涨 125 至 2700，6F 涨 4000，电解液持平，磷酸铁锂涨 560-590，三 元涨 400-700，产业链涨价仍在持续，而且现货持续上涨反映了基本面的支撑强 劲，本周周 ...

南财智讯11月21日电，科陆电子在投资者关系活动中表示，公司与电芯供应商保持良好合作关系，已签 署锁量协议，并在对外报价中增加价格联动条款，以应对电芯材料价格上涨带来的成本压力。同时，公 司正开拓更多供应渠道，保障储能业务的电芯供应。 ...

1、财政部、工信部起草了《新能源汽车政府采购需求标准（征求意见稿）》。新能源汽车是指纯电动 汽车、插电式混合动力（含增程式）汽车、燃料电池（氢能）汽车。采购人设定供应商资格、技术、商 务条件等不得以不合理的条件对供应商实行差别待遇或者歧视待遇。 2、财政部、商务部正式公示50个拟入选消费新业态新模式新场景试点城市名单，4个直辖市、5个计划 单列市全部入选，其余41个城市覆盖全国主要省份。中央财政将按城市规模给予最高4亿元/城的资金补 助。 1、央视新闻：11月20日，商务部部长王文涛会见美国驻华大使庞德伟。双方就中美经贸关系等问题深 入交换意见。王文涛就美国单边关税、出口管制、双向投资限制、签证审查、美与第三方经贸协议限制 性条款等表达关切，就安世半导体等问题阐明中方立场，并就双方经贸磋商成果落实与美方进行了交 流。 2、新华社：据报道，中日韩文化部长会议将推迟举办。对此，外交部发言人毛宁20日在例行记者会上 表示，日本领导人公然发表极其错误的涉台言论，伤害中国人民感情，挑战战后国际秩序，破坏中日韩 三方合作的基础和氛围，导致举办中日韩有关会议的条件暂不具备。 3、20日，11月贷款市场报价利率（LPR）报价 ...

Core Points - Pingtan Development and Haixia Innovation have completed their suspension review and will resume trading on November 21, 2025 [1][2] - Eddy Precision and Hangcai Co. plan to repurchase shares [3] - Wenfeng Co.'s deputy general manager has been placed under investigation [4] - Kesi Co. has undergone a change in its actual controller [6][7] - Major events include the completion of restructuring investments by *ST Lian Shi and acquisitions by Jun Ting Hotel and Lek Electric [8][9] Group 1: Resumption of Trading - Pingtan Development's stock will resume trading on November 21, 2025, after confirming no significant changes in its operations or undisclosed major matters [1] - Haixia Innovation's stock will also resume trading on November 21, 2025, with similar confirmations regarding its operational status [2] Group 2: Share Repurchase Plans - Eddy Precision plans to repurchase shares with a total amount between 100 million and 200 million yuan, at a price not exceeding 27 yuan per share [3] - Hangcai Co. intends to repurchase shares using excess funds, with a total amount between 50 million and 100 million yuan, at a price not exceeding 80 yuan per share [3] Group 3: Investigations and Changes in Management - Wenfeng Co.'s deputy general manager, Qin Guofen, is under investigation, but the company states this will not significantly impact its operations [4] - Kesi Co. has changed its actual controller from Zhou Jiuqing and Zhou Xuming to Zhou Xuming alone following the death of Zhou Jiuqing [6][7] Group 4: Major Events - *ST Lian Shi has received a total of 1.238 billion yuan in restructuring investments from all investors [8] - Jun Ting Hotel has agreed to acquire the remaining 21% stake in Junlan Management for 79.8 million yuan, making it a wholly-owned subsidiary [9] - Lek Electric plans to transfer 90% of its subsidiary's equity to Chuangyuan Resources, with a target valuation of 235 million yuan [9]

Major Announcements - EVE Energy signed a procurement framework agreement with Smoore International for the continuous supply of battery cells and other products as raw materials, with actual amounts to be determined by future orders [3] - ST Huami's stock is under "double risk" warning due to an audit report expressing inability to provide an opinion for the 2024 financial report, with a recovery of 1.567 billion yuan in occupied funds [4] - Wuzhou Transportation received a regulatory warning for accounting irregularities and failure to fulfill integrity checks for executives, leading to inaccurate financial disclosures [5] - Wenfeng Co. announced that its vice president is under investigation, but this will not significantly impact the company's operations [6] - Fosun Pharma's subsidiary has had its drug included in the breakthrough therapy designation program for gastric cancer treatment, marking a significant development in its product pipeline [7][8] - Shandong Steel's subsidiary is applying for bankruptcy liquidation, which is expected to increase the parent company's net profit by 15.88 million yuan [9] - Zhouming Technology established a new subsidiary, Shenzhen Zhixian Robotics Co., with a registered capital of 50 million yuan [10] Share Buybacks and Holdings - Spring Airlines conducted its first share buyback, acquiring 35,800 shares for a total of 1.9997 million yuan [11] - Donghua Software's controlling shareholder reduced his stake by 1%, selling 10.9832 million shares [12] - Changshu Bank's executives plan to increase their holdings by at least 550,000 shares over the next six months [13] Major Contracts - Nanfeng Co. won contracts worth 45.7 million yuan and 47.17 million yuan for HVAC systems, with delivery scheduled for 2027 [14] - Huakang Clean announced a pre-bid win for a purification system project at Keqiao Future Medical Center, with a bid price of 176 million yuan [15][16] - Qinglong Pipe Industry secured a contract worth 294 million yuan for a pipe procurement project, expected to impact its performance from 2026 to 2030 [17] - China Nuclear Engineering signed new contracts totaling 123.84 billion yuan as of October, with cumulative revenue of 81.334 billion yuan [18]