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比亚迪公布国际专利申请:“正极补锂集流体及其制备方法、正极极片、锂离子电池和用电设备”
Sou Hu Cai Jing· 2026-02-13 21:59
证券之星消息,根据企查查数据显示比亚迪(002594)公布了一项国际专利申请,专利名为"正极补锂 集流体及其制备方法、正极极片、锂离子电池和用电设备",专利申请号为PCT/CN2025/112576,国际 公布日为2026年2月12日。 专利详情如下: 今年以来比亚迪已公布的国际专利申请323个,较去年同期增加了546%。结合公司2025年中报财务数 据,2025上半年公司在研发方面投入了295.96亿元,同比增50.84%。 数据来源:企查查 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 图片来源:世界知识产权组织(WIPO) ...
BATT Charges Ahead as Storage Steals the Spotlight
Etftrends· 2026-02-13 21:39
Core Viewpoint - The Amplify Lithium & Battery Technology ETF (BATT) has outperformed other ETFs in the lithium and battery sector, driven by a diversified approach that captures broader industrial trends and demand for battery energy storage systems (BESS) [1] Performance Comparison - As of February 13, 2026, BATT has increased by 14.5% year-to-date, outperforming the Global X Lithium & Battery Tech ETF (LIT) which is up 10.94%, and other mining-focused ETFs like iShares Lithium Miners and Producers ETF (ILIT) at 9.7%, Sprott Lithium Miners ETF (LITP) at 4.65%, and Themes Lithium & Battery Metal Miners ETF (LIMI) at 3.77% [1] Reasons for BATT's Outperformance - BATT's total ecosystem approach includes exposure across the battery value chain, from diversified miners to cell manufacturers and grid storage leaders, unlike LIT which is heavily concentrated in lithium mining and refining [1] - Significant weights in copper and nickel have contributed to BATT's performance, with copper prices reaching new highs due to AI-driven grid modernization [1] - The launch of Project Vault, a $12 billion U.S. strategic mineral reserve, has provided a valuation floor for the sector, acting as a buyer of last resort for battery metals [1] - The demand for BESS has surged, driven by the growth of AI data centers, with companies in BATT's portfolio reporting record shipments for stationary storage [1] Key Holdings Contributing to BATT's Performance - BHP Group Ltd. (BHP) - 7.62% weight, benefiting from rising nickel prices and steady copper demand [1] - Contemporary Amperex Technology (CATL) - 5.71% weight, dominating the lithium iron phosphate market for utility-scale storage [1] - Freeport-McMoRan Inc. (FCX) - 5.24% weight, a primary copper producer benefiting from AI-driven grid upgrades [1] - Tesla, Inc. (TSLA) - 4.77% weight, with its Megapack business contributing significantly to margins [1] - BYD Co. Ltd. (BYD) - 4.17% weight, maintaining high margins through vertical integration [1] Key Themes to Watch - The stationary storage market is emerging as a major performance driver, with a shift towards grid-scale batteries providing a growth narrative alongside the competitive EV market [1] - Diversified mining is proving to be a safer investment compared to pure-play lithium, allowing BATT to achieve double-digit gains amid lithium price volatility [1] - The impact of U.S. industrial policy, particularly Project Vault and tax rebate adjustments in China, is front-loading global demand and intensifying the battery arms race [1]
Securities Fraud Investigation Into BYD Company Limited (BYDDF) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
Businesswire· 2026-02-13 19:54
LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of BYD Company Limited ("BYD†or the "Company†) (OTC: BYDDF) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON BYD COMPANY LIMITED (BYDDF), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On February 13, 2026, the Pentagon added BYD to a list of companies ai. ...
BYD, Geely and VinFast bid for Nissan-Mercedes Mexico plant – report
Yahoo Finance· 2026-02-13 18:47
Group 1 - Chinese carmakers BYD, Geely, and Vietnam's VinFast are finalists to acquire a Nissan-Mercedes-Benz vehicle plant in Aguascalientes, Mexico, advancing from nine bidders [1] - The Aguascalientes factory, opened in 2017, has an annual capacity of 230,000 vehicles and is being closed due to Nissan ending production of certain models and Mercedes-Benz shifting production to Hungary [2] - Mexico's federal government has encouraged local authorities to postpone approvals for Chinese automotive investments while negotiating trade arrangements with the US, despite lacking authority to block the sale [3] Group 2 - The interest from BYD and Geely highlights the rapid expansion of China's automotive sector, as Mexico's auto industry faces challenges from US tariffs, including a 25% tariff on Mexican-built cars imposed in March 2025 [4] - The tariffs contributed to a nearly 3% decline in exports to the US in 2025 and resulted in approximately 60,000 job losses in the sector last year [4] - The Chinese commerce ministry is aware of the Aguascalientes proposals and has not raised objections to the overseas factory projects [5]
车企成本与用户税负双上升的2026 ,消费者如何聪明购车?
3 6 Ke· 2026-02-13 12:32
Group 1 - The Chinese new energy vehicle (NEV) market faced a significant downturn at the start of 2026, with major automakers experiencing substantial sales declines, including BYD, which saw a year-on-year decrease of approximately 30% and a month-on-month drop of 50% [1][3][6] - In January 2026, nationwide retail sales of passenger cars reached 1.544 million units, reflecting a year-on-year decline of 13.9% [1][2] - The decline in sales is attributed to multiple factors, including the expiration of tax incentives, preemptive demand exhaustion, and rising cost pressures, marking the end of an era of easy growth for the NEV industry [1][6][12] Group 2 - The new tax policy implemented on January 1, 2026, which reduced the exemption on NEV purchase tax, has led to a significant drop in consumer demand as buyers rushed to purchase vehicles before the policy change [6][9][11] - Major brands like Leap Motor, Xiaomi, and NIO also reported significant month-on-month sales declines, with some brands experiencing drops exceeding 60% [3][5] - The competitive landscape is shifting towards a "survival of the fittest" scenario, where automakers must focus on technology, cost control, and efficiency to remain viable [12][14] Group 3 - Consumers are advised to consider various factors when deciding the optimal time to purchase a vehicle in 2026, including policy changes, market conditions, and technological advancements [18][21] - The first quarter of 2026 may present opportunities for consumers due to significant inventory pressures on dealers, potentially leading to aggressive promotional offers [21][23] - The introduction of new technologies, such as semi-solid batteries and advanced driving systems, may influence consumer decisions between purchasing older models at discounts or new models with cutting-edge features [23]
年销2700万辆,中国汽车又一个世界冠军
3 6 Ke· 2026-02-13 09:55
Core Insights - In 2025, Chinese automakers achieved a total global sales volume of 27 million vehicles, surpassing Japan for the first time in over 20 years, marking a significant milestone in the automotive industry [1] - Chinese automobile exports reached 8.32 million units in 2025, maintaining the title of the world's largest exporter for the third consecutive year, with Japan trailing at 4.21 million units [1] - Nine Chinese automakers have already set ambitious overseas sales targets for 2026, indicating confidence in continued growth in international markets [1][2] Group 1: Sales Performance - In 2025, Chery, SAIC, and BYD each exceeded 1 million units in overseas sales, with Chery selling 1.34 million units, representing nearly half of its total sales and a 17% increase year-on-year [3] - BYD's overseas sales surged by 145%, showcasing rapid growth from negligible figures to over 1 million units in just four years [3] - The overall export volume of Chinese automobiles grew by 29.9% in 2025, with December alone witnessing a remarkable 73.2% year-on-year increase, reaching 994,000 units [5] Group 2: Market Trends - The export of Chinese new energy vehicles (NEVs) reached 3.43 million units in 2025, a 70% increase, reflecting a growing global acceptance of electric vehicles [8] - In Europe, electric vehicles accounted for a record 19% of the market share in 2025, with Germany producing 1.67 million electric passenger cars, marking a 23% year-on-year growth [10] - Chinese brands are increasingly gaining traction in international markets, with significant sales growth in Australia and Europe, where they are becoming more competitive against traditional automakers [10][12] Group 3: Strategic Developments - Chinese automakers are expanding their presence in North America and Latin America, with Mexico becoming the largest market for Chinese car exports in 2025 [14] - Agreements with Canada allow Chinese companies to export electric vehicles at a reduced tariff rate, indicating a favorable trade environment [16] - The establishment of local supply chains and partnerships in various regions is a strategic move to enhance competitiveness and market penetration [16][17]
【快讯】每日快讯(2026年2月13日)
乘联分会· 2026-02-13 08:47
Domestic News - The State Administration for Market Regulation released the "Compliance Guidelines for Pricing Behavior in the Automotive Industry," highlighting legal risks associated with misleading pricing practices [5] - The Ministry of Industry and Information Technology is soliciting public opinions on five mandatory national standards, including "Safety Requirements for Autonomous Driving Systems in Intelligent Connected Vehicles" [6] - The Ministry of Commerce announced that consumers purchasing new cars during the 9-day Spring Festival holiday can apply for vehicle trade-in subsidies [7] - Sichuan Province will provide subsidies up to 15,000 yuan for consumers who replace their vehicles with new energy or low-emission cars [8] - Shenzhen is launching a pilot program for "Vehicle-Road-Cloud Integration" in intelligent connected vehicles [9] - Xiaomi's charging network has over 1.7 million charging stations, marking a 66.7% year-on-year increase [10] - GAC Group has surpassed 2,000 self-operated charging stations, covering 211 cities nationwide [11] - Tesla has deepened localization in China by launching WeChat in-car features for its Model 3 and Model Y [12][13] International News - Canada plans to add 8,000 electric vehicle charging stations, investing over 84.4 million CAD to enhance its existing network of over 30,000 stations [14] - Tata Motors and Stellantis signed a memorandum of understanding to explore further collaboration in manufacturing and supply chain in India and overseas [15] - Ford plans to launch five new models priced under $40,000 in the U.S. by 2030, starting with an electric four-door pickup [16] - Toyota will introduce its first electric vehicle manufactured in the U.S. by the end of this year [17] Commercial Vehicles - FAW Jiefang's first product from its Indonesian KD factory has successfully rolled off the assembly line, marking a significant step in local manufacturing capabilities [18] - Beijing's 2026 Comprehensive Transportation Governance Action Plan aims to promote low-carbon transportation and increase the coverage of charging facilities for electric vehicles [19] - Qingling has signed a KD project agreement with local manufacturers in Africa, planning an initial production capacity of 20,000 units [20] - BYD is upgrading its Shark 6 pickup for the Australian market with a 2.0T plug-in hybrid system to enhance towing capacity [21]
全球动力电池出货量高增42%,中企独占鳌头!电池ETF汇添富(159796)走十字星,昨日大举吸金超1亿元!需求端"淡季不淡",电池年后迎布局良机?
Sou Hu Cai Jing· 2026-02-13 07:05
2月13日,A股市场震荡回调,沪指跌超1%,电池板块调整。截至14:45,同类规模领先的电池ETF汇添富(159796)跌近1%,呈现十字星,成交额近2亿 元,交投活跃,资金大举涌入,电池ETF汇添富(159796)昨日吸金超1亿元。 消息面上,2025年全球动力电池出货量达1495.1GWh,同比增长42.2%,增速较此前提升20.7个百分点,中国7家电池企业位列全球动力电池出货量前十。 【出口强劲:2025年海外市场延续高增长态势,中资厂商市占率进一步抬升】 交银国际表示,2025年海外动力电池市场延续高增长态势,中资厂商市占率进一步抬升。SNE Research数据显示,2025年全球动力电池装车量同比增长 31.7%至1,187GWh,中国以外市场装车量同比增长26.0%至463.3GWh。竞争格局方面,韩国三大厂(LG Energy Solution、Samsung SDI、SK On)合计市占 率同比下滑7.4ppts至36.3%,其中三星SDI装机量同比下降6.7%。相比之下,中国企业依托LFP技术路线持续放大成本优势,全球出货量前十厂商中中企占 比同比提升9.6ppts至47.2%。其中宁德时 ...
绿色资产证券化 2025 年度运营报告与 2026 年度展望要点:绿色 ABS 产品发行规模下降,基础资产类型进一步扩充;清洁能源国央企与新能源汽车金融机构为核心发行主体;政策持续赋能绿色金融高质量发展
Zhong Cheng Xin Guo Ji· 2026-02-13 06:33
1. Report Industry Investment Rating - No information provided about the industry investment rating 2. Core Viewpoints of the Report - In 2025, the issuance scale of green ABS products declined, with the structure of underlying asset types adjusted. Green financial leasing ABS rose to the top in issuance scale. Green REITs, renewable energy price subsidy ABS, and new - energy vehicle loan ABS still dominated the issuance, while new underlying assets like held real estate and consumer finance loans were added [5][35]. - Multiple departments coordinated to deepen the financial supply - side reform, continuously improving the green finance standard system and basic institutions, and promoting the high - quality development of green finance. The green ABS market is moving towards higher - quality and diversified development [5][30][35]. 3. Summary by Relevant Catalogs 3.1 Issuance - In 2025, 136 green ABS products were issued in China, a 7.48% year - on - year decrease, with a total issuance scale of 185.326 billion yuan, a 16.59% year - on - year decline. Green enterprise ABS, green ABN, and green credit ABS accounted for 50.72%, 38.01%, and 11.27% respectively [5][6]. - By underlying asset types, green financial leasing ABS ranked first with an issuance scale of 58.484 billion yuan (31.56% of the total). Green REITs, renewable energy price subsidy ABS, and new - energy vehicle loan ABS decreased but remained major issuers. Held real estate and consumer finance loans expanded the types of green underlying assets [5][14]. - In 2025, 53 carbon - neutral ABS products were issued, with a scale of 70.393 billion yuan, a 32.02% year - on - year decline, accounting for 37.98% of green ABS [5]. 3.2 Issuance Interest Rate - The issuance spread of green ABS products showed a narrowing trend. In 2025, the average spreads of AAAsf - rated green credit ABS, ABN, and enterprise ABS products to the benchmark rate were 16BP, 46BP, and 64BP respectively. The spread of green credit ABS was significantly lower than other credit ABS, while the difference between green ABN/enterprise ABS and non - green ABS was small [5][26]. 3.3 Policy - In 2025, multiple departments issued policies to deepen the financial supply - side reform, improve the green finance standard system, and promote the development of green asset securitization. Key policies included those from the China Securities Regulatory Commission, the National Administration of Financial Regulation and the People's Bank of China, etc [30][31]. 3.4 Conclusion - In 2025, the green ABS market saw a decline in issuance scale and an adjustment of underlying asset types. With policy support, the market is moving towards high - quality and diversified development. Emerging fields such as green consumer credit, carbon sink revenue rights, and held real estate may become new growth drivers [35]. 3.5 Schedule - The schedule lists the detailed issuance information of green asset - backed securitization products in 2025, including green credit ABS, green ABN, and green enterprise ABS [37][38][39].
比亚迪王朝首款B级纯电SUV宋Ultra EV亮相:全新紫色涂装 配悬浮式车顶
Feng Huang Wang· 2026-02-13 05:33
外观设计上,宋Ultra EV延续了比亚迪王朝网经典的"龙颜美学"设计语言。前脸采用封闭式格栅造型, 与贯穿式灯带呼应,下包围两侧导流槽尺寸大幅增大,优化了空气动力学性能。 凤凰网科技讯2月13日,比亚迪(002594)王朝首款B级纯电SUV——宋Ultra EV全新紫色涂装官图公 布,新车前脸线条融合东方美学与当代设计语言,侧面配备悬浮式车顶。 据报道,宋Ultra EV长宽高分别为4850/1910/1670毫米,轴距达到2840毫米,相较于宋L DM的 4780/1898/1670毫米(轴距2782毫米),在长度、宽度和轴距上均有明显提升,成为目前宋家族尺寸最大 的车型。 ...