https://www.scatter.com.cn/chain-battery.html 电池材料产业链节点与事件 zh-CN Thu, 01 Oct 2026 11:43:23 GMT https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-001 Tue, 29 Sep 2026 21:15:50 GMT <p style="text-align:center;"> <img src="https://np-newspic.dfcfw.com/download/D2396A228C6FBC4C41C3D0D6BF9B7D465C_w750h1762.jpg" /></p><p><span style="font-weight:bold;">　　美股市场：</span>美股三大指数09月29日收盘全线下跌。截至收盘，道琼斯工业平均指数比前一交易日下跌131.59点，收于51349.92点，跌幅为0.26%；<span id="bk_90.BK0879"><a href="http://quote. supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-017 Tue, 22 Sep 2026 22:15:45 GMT <p style="text-align:center;"> <img src="https://np-newspic.dfcfw.com/download/D203AA4817D0E1F77763808EAB295472BE_w750h1762.jpg" /></p><p><span style="font-weight:bold;">　　美股市场：</span>美股三大指数09月22日收盘涨跌不一。截至收盘，道琼斯工业平均指数比前一交易日下跌185.14点，收于51863.69点，跌幅为0.36%；<span id="bk_90.BK0879"><a href="http://quote. supply https://www.scatter.com.cn/node-battery-bt_anode_art.html stg-battery-bt_anode_art-018 Tue, 22 Sep 2026 16:14:46 GMT <!-- EM_StockImg_Start --><p style="text-align:center;"><a href="http://quote.eastmoney.com/unify/r/1.600884" data-code="600884|1|1" data-code2="600884|1|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.600884&imageType=k&token=28dfeb41d35c supply https://www.scatter.com.cn/node-battery-bt_separator.html stg-battery-bt_separator-002 Tue, 29 Sep 2026 13:00:00 GMT <center><img src="https://np-newspic.dfcfw.com/download/D24934800355407489016_w1240h918.jpg" width="580" emheight="429" orginial_src="https://np-newspic.dfcfw.com/download/D24934800355407489016_w1240h918_o.jpg" /></center><h3 class="emh3">　　<strong>热点聚焦</strong></h3><p>　　<strong>我国将对居民购房实施年化1个百分点贷款贴 supply https://www.scatter.com.cn/node-battery-bt_cell.html stg-battery-bt_cell-003 Tue, 29 Sep 2026 11:32:43 GMT <p><span style="text-wrap-mode:wrap;">　　沪深两市多家上市公司9月29日晚间发布公司公告，以下为重要公告汇总。</span></p><p style="text-wrap-mode:wrap;">　　<strong>【品大事】</strong></p><p style="text-wrap-mode:wrap;">　　<strong><span id="stock_0.300017"><a href="http://quote.eastmoney.com/unify/r/0.300017" class="keytip" data-code="0,30001 supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-004 Mon, 28 Sep 2026 22:15:03 GMT <p style="text-align:center;"> <img src="https://np-newspic.dfcfw.com/download/D29B6473CACB57147134BA35B3DF93D638_w750h1762.jpg" /></p><p><span style="font-weight:bold;">　　美股市场：</span>美股三大指数9月28日收盘全线下跌。截至收盘，道琼斯工业平均指数比前一交易日下跌347.11点，收于51481.51点，跌幅为0.67%；<span id="bk_90.BK0879"><a href="http://quote.e supply https://www.scatter.com.cn/node-battery-bt_cell.html stg-battery-bt_cell-005 Mon, 28 Sep 2026 22:03:21 GMT <p>　　9月29日(星期二)，今日报刊头条主要内容精华如下：</p><h3 class="emh3">　　中国证券报</h3><p>　　<a href="http://finance.eastmoney.com/a/202609283885522965.html"><strong>回购、业绩预告 A股利好来了！</strong></a></p><p>　　9月28日晚，一批A股上市公司发布三季度业绩预增公告以及回购公告。其中，芯联集成公告称，公司预计前三季度实现归属于母公司所有者的净利润6.81亿元，同比扭亏为盈。<span id="stock_0.300151"><a href="http: supply https://www.scatter.com.cn/node-battery-bt_separator.html stg-battery-bt_separator-006 Mon, 28 Sep 2026 16:12:00 GMT <p>　　近日，工业和信息化部、国家发展改革委等七部门联合印发《新型<span id="bk_90.BK1033"><a href="http://quote.eastmoney.com/unify/r/90.BK1033" class="keytip" data-code="90,BK1033">电池</a></span><span id="bkquote_90.BK1033"></span>产业发展“十五五”规划》（以下简称《规划》）。《规划》提出，到2030年，全<span id="bk_90.BK0968"><a href="http://quote.eastmoney.com/uni supply https://www.scatter.com.cn/node-battery-bt_cell.html stg-battery-bt_cell-007 Mon, 28 Sep 2026 16:10:38 GMT <p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><a href="http://quote.eastmoney.com/unify/r/1.600293" data-code="600293|1|1" data-code2="600293|1|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmon supply https://www.scatter.com.cn/node-battery-bt_cell.html stg-battery-bt_cell-008 Mon, 28 Sep 2026 16:09:00 GMT <!-- EM_StockImg_Start --><p style="text-align:center;"><a href="http://quote.eastmoney.com/unify/r/0.002074" data-code="002074|0|2" data-code2="002074|0|6|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.002074&imageType=k&token=28dfeb41d35c supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-009 Mon, 28 Sep 2026 16:06:00 GMT <p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><a href="http://quote.eastmoney.com/unify/r/1.603986" data-code="603986|1|1" data-code2="603986|1|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmon supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-010 Mon, 28 Sep 2026 16:01:54 GMT <!-- EM_StockImg_Start --><p style="text-align:center;"><a href="http://quote.eastmoney.com/sh601238.html" data-code="601238|1|1" data-code2="601238|1|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.601238&imageType=k&token=28dfeb41d35cc81 supply https://www.scatter.com.cn/node-battery-bt_ternary.html stg-battery-bt_ternary-015 Thu, 24 Sep 2026 11:32:06 GMT <p>　　沪深两市多家上市公司9月24日晚间发布公司公告，以下为重要公告汇总。</p><p style="text-wrap-mode:wrap;">　　<strong>【品大事】</strong></p><p style="text-wrap-mode:wrap;">　　<strong><span id="stock_0.300383"><a href="http://quote.eastmoney.com/unify/r/0.300383" class="keytip" data-code="0,300383">光环新网</a></span><span id="quote_0.300383 supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-016 Wed, 23 Sep 2026 21:15:36 GMT <p style="text-align:center;"> <img src="https://np-newspic.dfcfw.com/download/D23264B3F035DBAEF20117993D704CE5C8_w750h1762.jpg" /></p><p><span style="font-weight:bold;">　　美股市场：</span>美股三大指数09月23日收盘全线下跌。截至收盘，道琼斯工业平均指数比前一交易日下跌352.1点，收于51511.59点，跌幅为0.68%；<span id="bk_90.BK0879"><a href="http://quote.e supply https://www.scatter.com.cn/node-battery-bt_cell.html stg-battery-bt_cell-011 Mon, 28 Sep 2026 13:00:00 GMT <center><img src="https://np-newspic.dfcfw.com/download/D25203999684460247406_w1240h918.jpg" width="580" emheight="429" orginial_src="https://np-newspic.dfcfw.com/download/D25203999684460247406_w1240h918_o.jpg" /></center><h3 class="emh3">　　<strong>热点聚焦</strong></h3><p>　　<strong>平安中国建设</strong>：</p> supply https://www.scatter.com.cn/node-battery-bt_cell.html stg-battery-bt_cell-012 Mon, 28 Sep 2026 12:38:25 GMT <p>　　沪深两市多家上市公司9月28日晚间发布重要公告，以下为利好的消息汇总：</p><p style="text-wrap-mode:wrap;">　　<strong><span id="stock_1.600982"><a href="http://quote.eastmoney.com/unify/r/1.600982" class="keytip" data-code="1,600982">宁波能源</a></span><span id="quote_1.600982"></span>：全资子公司拟3.86亿元收购岳西风电100%股权</strong></p><p style="te supply https://www.scatter.com.cn/node-battery-bt_cell.html stg-battery-bt_cell-013 Mon, 28 Sep 2026 11:32:29 GMT <p>　　沪深两市多家上市公司9月28日晚间发布公司公告，以下为重要公告汇总。</p><p style="text-wrap-mode:wrap;">　　<strong>【品大事】</strong></p><p style="text-wrap-mode:wrap;">　　<strong><span id="stock_1.600982"><a href="http://quote.eastmoney.com/unify/r/1.600982" class="keytip" data-code="1,600982">宁波能源</a></span><span id="quote_1.600982 supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-014 Sun, 27 Sep 2026 16:10:00 GMT <p>　　美股“受宠”，美债“受冷”！</p><p>　　美国财政部数据显示，在截至2026年7月的12个月里，海外投资者净买入9420亿美元（约合人民币6.32万亿元）的美国股票和投资基金份额，创下有记录以来新高。仅在第二季度，净买入额就达到4260亿美元，同比增长62%，并创下新的季度历史纪录。</p><p>　　同期，海外投资者对美国国债的兴趣明显降温。第二季度净债券购买总额为1880亿美元，低于第一季度的3140亿美元。有分析师指出，美国国债作为全球无风险资产的传统角色，正面临越来越大的压力。</p><p>　　<strong>12个月净流入6.32万亿元</strong></p><p>　　 supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-019 Tue, 29 Sep 2026 23:41:38 GMT PNT has won a 44.5 billion won order from Chinese battery maker Tenpower for electrode-process equipment.​THE ELEC reported on Sept. 29 that PNT had signed a 44.5 billion won contract with Tenpower to supply battery electrode-process equipment, according to a regulatory filing. The contract value re supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-020 Tue, 29 Sep 2026 23:41:22 GMT BMW's new i3 based on the automaker's next-generation Neue Klasse EV platform. BMW says the fully electric i3 is the second model based on the Neue Klasse and entered series production in Munich in August 2026.​EcoPro BM is entering the next-generation electric-vehicle supply chains of three German supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-021 Tue, 29 Sep 2026 23:41:17 GMT Korea Zinc will receive 11 gigawatt-hours (GWh) of electricity a year from domestic solar power plants for 20 years.​Korea Zinc announced on September 29 that it signed an agreement with Hanwha Shinhan Terawatt-hour to receive renewable energy from solar power plants in Gangwon, Gyeonggi and North G supply https://www.scatter.com.cn/node-battery-bt_cell.html stg-battery-bt_cell-000 Wed, 30 Sep 2026 00:00:00 GMT 2月8日，永太科技(002326.SZ)发布公告，公司正在筹划发行股份购买资产并募集配套资金事项，股票自2026年2月 supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-022 Tue, 29 Sep 2026 11:27:15 GMT LG Electronics is developing a next-generation display for German sports-car maker Porsche. The project covers a next-generation center information display (CID) combining organic light-emitting diode (OLED) and liquid-crystal display (LCD) technologies.​According to industry sources on September 29 supply https://www.scatter.com.cn/chain-battery.html#intel stg-battery-_overseas_proxy_batt-023 Tue, 29 Sep 2026 11:03:23 GMT Samsung Electronics, Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance and Samsung Fire & Marine Insurance will invest $1 billion in Helix Digital Infrastructure, the companies said Sept. 29. They will join KKR, Nvidia, US power company Vistra and the Kuwait Investment Authority as found supply https://www.scatter.com.cn/node-battery-bt_lfp.html bt-lfp-2026 Wed, 22 Jul 2026 00:00:00 GMT LFP 借助 CTP / 刀片等结构创新在续航上补齐短板,储能与 10-20 万元车型全面主导;三元高镍退守长续航与出口市场。(示例口径) capacity https://www.scatter.com.cn/node-battery-bt_cell.html bt-ira-2026 Thu, 11 Jun 2026 00:00:00 GMT IRA 对电池组件与关键矿物的本土化比例要求逐年抬升并伴随政治周期反复;中国电池材料企业以东南亚建厂 / 技术授权两条路径应对。(示例口径) policy https://www.scatter.com.cn/node-battery-bt_lithium.html bt-li-2022 Thu, 10 Nov 2022 00:00:00 GMT 2022 年底碳酸锂逼近 60 万元/吨,2023 年起供给释放 + 下游去库,价格一路跌破 10 万元/吨。上游利润向中游电芯转移,是电池材料链条最近一轮完整周期。 supply https://www.scatter.com.cn/node-battery-bt_nickel.html bt-indonesia-ni Wed, 01 Jan 2020 00:00:00 GMT 印尼自 2020 年起禁止镍矿石出口,倒逼中资企业在印尼建设 HPAL / RKEF 产能,MHP 成为硫酸镍的主要增量来源;红土镍矿路线的成本与碳排放是两条主线。 policy