002074 国轩高科
已收盘 05-28 15:00:00
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国轩高科（002074）披露对外担保进展公告，5月25日股价下跌2.1%
证券之星 · 05-25
国轩高科（002074）披露对外担保进展公告，5月25日股价下跌2.1%
并行格局将至：钠电成本年内望追平锂电 材料短缺或影响放量
智通财经网 · 05-24
并行格局将至：钠电成本年内望追平锂电 材料短缺或影响放量
国轩高科（002074）披露2025年年度股东会会议决议公告，5月22日股价上涨1.26%
证券之星 · 05-22
国轩高科（002074）披露2025年年度股东会会议决议公告，5月22日股价上涨1.26%
崔东树：4月我国动力和其它电池合计产量为184GWh 同比增长34%
智通财经 · 05-21
崔东树：4月我国动力和其它电池合计产量为184GWh 同比增长34%
东兴证券：给予国轩高科买入评级
证券之星 · 05-11
东兴证券：给予国轩高科买入评级
国轩高科(002074)4月10日股东户数25.19万户，较上期减少5.03%
证券之星 · 05-11
国轩高科(002074)4月10日股东户数25.19万户，较上期减少5.03%
奇瑞汽车携手日本奥德巴克斯成立合资公司 计划自2027年起在日本市场销售电动汽车
投资观察 · 05-11
奇瑞汽车携手日本奥德巴克斯成立合资公司 计划自2027年起在日本市场销售电动汽车
奇瑞-奥德巴克斯合资公司计划在2029年前向日本市场推出四款中国产电动汽车，并计划2030年后在日本本土生产
美股速递 · 05-11
奇瑞-奥德巴克斯合资公司计划在2029年前向日本市场推出四款中国产电动汽车，并计划2030年后在日本本土生产
日经报道：江苏悦达、国轩高科与阿耐思特岩田亦加入合资企业
美股速递 · 05-11
日经报道：江苏悦达、国轩高科与阿耐思特岩田亦加入合资企业
国轩高科（002074）披露2025年度网上业绩说明会安排，5月8日股价下跌2.41%
证券之星 · 05-08
国轩高科（002074）披露2025年度网上业绩说明会安排，5月8日股价下跌2.41%
交银国际证券：给予国轩高科买入评级，目标价54.84元
证券之星 · 05-06
交银国际证券：给予国轩高科买入评级，目标价54.84元
锂电行业2025年年报盘点：全球储能需求狂飙，有人守利润，有人抢份额
每日经济新闻 · 05-03
锂电行业2025年年报盘点：全球储能需求狂飙，有人守利润，有人抢份额
每周股票复盘：国轩高科（002074）Q1营收增29.3%
证券之星 · 05-03
每周股票复盘：国轩高科（002074）Q1营收增29.3%
国轩高科（002074）2026年一季报简析：增收不增利，短期债务压力上升
证券之星 · 04-30
国轩高科（002074）2026年一季报简析：增收不增利，短期债务压力上升
国轩高科（002074）披露2025年年度利润分配预案，4月29日股价下跌3.3%
中金财经 · 04-29
国轩高科（002074）披露2025年年度利润分配预案，4月29日股价下跌3.3%
国轩高科最新公告：第一季度净利润同比下降79.04%
证券之星 · 04-28
国轩高科最新公告：第一季度净利润同比下降79.04%
国轩高科与战略投资者将共同向子公司注资23亿元 用于锂电池制造基地项目
美股速递 · 04-23
国轩高科与战略投资者将共同向子公司注资23亿元 用于锂电池制造基地项目
国轩高科最新公告：控股子公司与新智合能签署增资协议共同投资用于新型锂离子电池（20GWh）智造基地项目
证券之星 · 04-23
国轩高科最新公告：控股子公司与新智合能签署增资协议共同投资用于新型锂离子电池（20GWh）智造基地项目
佛山照明：公司自2025年6月起对所持国轩高科股份实施减持
证券之星 · 04-21
佛山照明：公司自2025年6月起对所持国轩高科股份实施减持
异动快报：国轩高科（002074）4月10日11点18分触及涨停板
证券之星 · 04-10
异动快报：国轩高科（002074）4月10日11点18分触及涨停板
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公司概况
公司名称：
国轩高科股份有限公司
所属行业：
电气机械和器材制造业
上市日期：
2006-10-18
主营业务：
国轩高科股份有限公司的主营业务是新能源行业动力电池系统、储能电池系统以及输配电设备的研发、生产和销售。公司的主要产品是动力电池系统、储能电池系统、输配电产品。公司获得了福布斯“中国年度最佳雇主”与“中国年度最受员工欢迎雇主”双项大奖，充分彰显人才战略实施成效。
发行价格：
7.88
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07:42","pubTimestamp":1779579739,"startTime":"0","endTime":"0","summary":"多家企业表示，预计2026年第四季度实现钠电池的规模化量产，与磷酸铁锂电池差距缩小。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260524/20260524072853_33205.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260524/20260524072853_33205.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1445414.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["688707","688411","LU0572944931.SGD","002812","LU2097828805.USD","LU0456827905.SGD","LU1813983027.USD","002074","LIT","LU0501845795.SGD","LU2348773727.SGD","LU2097828474.EUR","300207","LU2506952337.HKD","002709","LU0593848301.USD","LU2148510915.USD","03750","LU1868837565.USD","LU0359202008.SGD","LU0516422440.USD","LU0572939691.SGD","LU1039395188.USD","LU1917777945.USD","BK0171","BK1610","300750","300073","LU1152091168.USD","LU1861219969.SGD","LU2125910849.SGD","SG9999002463.SGD","300438","LU0516423174.USD","300037","LU1515016050.SGD","LU2097828631.EUR","LU2424517915.HKD","688005","600884","LU0029874905.USD","EVS.SI","LU2039709279.SGD","LU0871576103.HKD","LU2360108059.USD","LU1979443071.USD","LU0072462343.USD","002594","IE00B8L5B284.USD","002407"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637390760","title":"国轩高科（002074）披露2025年年度股东会会议决议公告，5月22日股价上涨1.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637390760","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637390760?lang=zh_cn&edition=full","pubTime":"2026-05-22 17:37","pubTimestamp":1779442650,"startTime":"0","endTime":"0","summary":"截至2026年5月22日收盘，国轩高科报收于35.3元，较前一交易日上涨1.26%，最新总市值为640.42亿元。该股当日开盘35.0元，最高35.44元，最低34.64元，成交额达9.47亿元，换手率为1.55%。国轩高科于近日披露《2025年年度股东会会议决议公告》。会议采用现场与网络投票结合方式，表决结果均为通过，无否决议案。中小投资者对各项议案亦均表示多数同意。上海市通力律师事务所对会议进行了见证并出具法律意见书，认为会议合法有效。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052200033151.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0224","002074","BK0155","BK0188","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637780006","title":"崔东树：4月我国动力和其它电池合计产量为184GWh 同比增长34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637780006","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637780006?lang=zh_cn&edition=full","pubTime":"2026-05-21 15:23","pubTimestamp":1779348202,"startTime":"0","endTime":"0","summary":"2019年需求增长10%；2020年内销车型动力电池装车64GWh，需求增长2%；2021年动力电池装车155GWh,需求增长143%；2022年装车295GWh，需求增长91%；2023年装车388GWh，需求增长32%；2024年锂电池装车548GWh，同比增长41%；2025年锂电池装车770GWh，同比增长40%。2026年4月锂电池装车62.4GWh，同比增15%。纯电动货车的电池需求也是大幅增长，达到169%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1444432.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0229945570.USD","BK1594","LU0823426480.USD","LU1251922891.USD","LU0516422440.USD","IE00BD6J9T35.USD","BK1119","LU0307460666.USD","SG9999015945.SGD","LU0594300419.USD","LU0326950275.SGD","LU2357125470.USD","LU0348735423.USD","LU2097828474.EUR","LU1303224171.USD","LU0449515922.USD","LU0128522744.USD","LU0572944931.SGD","LU0823414478.USD","SG9999015986.USD","LU1152091168.USD","LU0823414551.USD","LU0320764599.SGD","SG9999002828.SGD","LU0531971595.HKD","LU1328277881.USD","300750","LU0348805143.USD","002594","LU0143863784.USD","LU0593848301.USD","LU0315178854.USD","01211","LU0588545490.SGD","LU0708995153.HKD","LU0979878070.USD","SG9999001226.SGD","LU0289961442.SGD","LU1770034418.SGD","LU0359202008.SGD","LU0359201612.USD","LU0819121731.USD","LU2294711713.HKD","LU2476274308.USD","LU0819123356.HKD","LU2249611893.SGD","LU0254981946.USD","LU1868838027.USD","LU2778985437.USD","LU1861214812.USD","LU0211977185.USD","LU2476274720.SGD","LU0856984785.SGD","LU2449936058.SGD","LU0164865239.USD","LU0359201885.HKD","LU0175139822.USD","LU0650527681.SGD","LU0865486749.SGD","LU0244354667.USD","LU1794554557.SGD","LU0880133367.SGD","LU1023057109.AUD","BK1539","LU2360107325.USD","LU0588545904.SGD","LU0348825331.USD","LU0084288322.USD","81211","LU0540923850.HKD","SG9999002463.SGD","LU0039217434.USD","LU1242518857.USD","LU0327786744.USD","LU1868837722.USD","LU0143863198.USD","03750","LU0823038988.USD","SG9999014674.SGD","BK1522","LU0463099449.HKD","LU0871576103.HKD","LU0605514214.HKD","LU0516423091.SGD","LU0029874905.USD","HYDD.SI","LU0348827113.USD","LU2506951792.HKD","LU0505663152.USD","LU0259732245.USD","LU0543330566.HKD","IE00BZ08YT58.USD","LU0289960550.SGD","SG9999015952.SGD","LU1868837565.USD","LU0054450605.USD","LU2097828714.EUR","LU0594300179.USD","BK1610","LU0289739343.SGD","LU0531970944.HKD","IE00BZ08YS42.EUR","LU1993786604.SGD","BK1582","LU2097828805.USD","LU0588546209.SGD","BK1144","BK1540","LU0828238088.HKD","LU1152091754.HKD","LU1808992512.USD","LU1242518931.SGD","BK1509","LU1961090484.USD","LU0509642566.USD","LU2097828557.USD","LU0417516738.SGD","LU1880383440.USD","LU0043850808.USD","LU0052750758.USD","LU0634319403.HKD","SG9999006514.SGD","SG9999006597.SGD","BK1116","LU1188198961.HKD","LU0561508036.HKD","002074","LU0269904917.USD","LU1960683339.HKD","LU2399975544.HKD","SG9999015978.USD","LU1008478684.HKD","LU2153592121.USD","IE00BZ08YR35.GBP","LU1807302812.USD","LU0314109678.HKD","LU0449509016.USD","LU0516422952.EUR","LU1880383366.USD","LU0165289439.USD","LU0823039010.USD","LU0511384066.AUD","LU0516423174.USD","LU0214875030.USD","LU0067412154.USD","LU0823426308.USD","LU0469268626.HKD","LU2348774022.SGD","BYDDY","LU0588545730.USD","LU1719994722.HKD","LU0320764243.SGD","LU1720050803.USD","LU2097828631.EUR","LU1861219969.SGD","LU0164872284.USD","LU0516422366.SGD","LU0417516902.SGD","LU0708995583.HKD","LU1813983027.USD","LU2039709279.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634400835","title":"东兴证券：给予国轩高科买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2634400835","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634400835?lang=zh_cn&edition=full","pubTime":"2026-05-11 18:20","pubTimestamp":1778494837,"startTime":"0","endTime":"0","summary":"东兴证券股份有限公司洪一,侯河清,吴征洋近期对国轩高科进行研究并发布了研究报告《2025年年报及2026年一季报点评：业绩维持高增，大众与海外布局进入兑现期》，给予国轩高科买入评级。最新盈利预测明细如下：该股最近90天内共有8家机构给出评级，买入评级5家，增持评级3家；过去90天内机构目标均价为49.56。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100026385.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601198","002074"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634940424","title":"国轩高科(002074)4月10日股东户数25.19万户，较上期减少5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2634940424","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634940424?lang=zh_cn&edition=full","pubTime":"2026-05-11 17:25","pubTimestamp":1778491558,"startTime":"0","endTime":"0","summary":"证券之星消息，近日国轩高科披露，截至2026年4月10日公司股东户数为25.19万户，较3月31日减少1.33万户，减幅为5.03%。在电池行业个股中，国轩高科股东户数高于行业平均水平，截至4月10日，电池行业平均股东户数为5.75万户。从股价来看，2026年3月31日至2026年4月10日，国轩高科区间涨幅为8.71%，在此期间股东户数减少1.33万户，减幅为5.03%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100024023.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0155","BK0188","BK0224","BK0196","002074"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111460382","title":"奇瑞汽车携手日本奥德巴克斯成立合资公司 计划自2027年起在日本市场销售电动汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=1111460382","media":"投资观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1111460382?lang=zh_cn&edition=full","pubTime":"2026-05-11 08:10","pubTimestamp":1778458228,"startTime":"0","endTime":"0","summary":"据《日本经济新闻》报道，中国奇瑞汽车股份有限公司<9973.HK>与日本汽车服务连锁企业奥德巴克斯已共同组建了一家合资公司，旨在从2027年开始在日本销售电动汽车。\n该合资公司的目标是，到2029年前在日本市场推出四款中国制造的电动汽车车型，并计划在2030年之后实现本土化生产。\n此外，中国汽车制造商江苏悦达、电池制造商国轩高科以及日本涂装系统制造商阿耐思特岩田也作为合作伙伴加入了这一合资项目。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0224","BK0196","002074","BK0188","BK0155"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126930961","title":"奇瑞-奥德巴克斯合资公司计划在2029年前向日本市场推出四款中国产电动汽车，并计划2030年后在日本本土生产","url":"https://stock-news.laohu8.com/highlight/detail?id=1126930961","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1126930961?lang=zh_cn&edition=full","pubTime":"2026-05-11 07:59","pubTimestamp":1778457565,"startTime":"0","endTime":"0","summary":"据报道，由奇瑞汽车与日本汽车用品连锁巨头奥德巴克斯成立的合资企业，正积极布局日本电动汽车市场。该公司的目标是在2029年之前，将四款在中国制造的纯电动车型引入日本销售。\n这一战略规划并未止步于进口。合资公司还设定了更长远的目标，即在2030年之后，启动电动汽车在日本的本地化生产。此举标志着中国汽车制造商正通过深度合作的方式，寻求在日本这一成熟且竞争激烈的汽车市场取得实质性突破。\n通过分阶段推进——先期引入中国制造车型以测试市场和建立品牌知名度，后续再转向本地生产以优化供应链和响应市场需求——该合资企业展现了其深耕日本市场的长期承诺与系统性策略。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["002074","BK0224","BK1119","BK0188","BK0155","BK0196","09973"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176804930","title":"日经报道：江苏悦达、国轩高科与阿耐思特岩田亦加入合资企业","url":"https://stock-news.laohu8.com/highlight/detail?id=1176804930","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1176804930?lang=zh_cn&edition=full","pubTime":"2026-05-11 07:59","pubTimestamp":1778457561,"startTime":"0","endTime":"0","summary":"据《日经新闻》报道，中国汽车制造商江苏悦达、电池制造商国轩高科以及日本涂装系统制造商阿耐思特岩田也已加入该合资企业。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09973","BK0196","BK0188","002074","BK0224","BK1119","BK0155"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633345294","title":"国轩高科（002074）披露2025年度网上业绩说明会安排，5月8日股价下跌2.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633345294","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633345294?lang=zh_cn&edition=full","pubTime":"2026-05-08 22:03","pubTimestamp":1778249017,"startTime":"0","endTime":"0","summary":"截至2026年5月8日收盘，国轩高科报收于37.23元，较前一交易日下跌2.41%，最新总市值为675.43亿元。该股当日开盘38.14元，最高38.54元，最低37.11元，成交额达19.21亿元，换手率为2.94%。近日，国轩高科股份有限公司披露《关于举办2025年度网上业绩说明会的公告》。公告显示，公司已于2026年4月29日在巨潮资讯网披露2025年年度报告全文及其摘要，并将于2026年5月18日下午15:00-17:00通过网络文字互动方式举办2025年度网上业绩说明会。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050800043447.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0224","BK0155","BK0196","002074","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633612906","title":"交银国际证券：给予国轩高科买入评级，目标价54.84元","url":"https://stock-news.laohu8.com/highlight/detail?id=2633612906","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633612906?lang=zh_cn&edition=full","pubTime":"2026-05-06 14:05","pubTimestamp":1778047518,"startTime":"0","endTime":"0","summary":"交银国际证券有限公司陈庆,李柳晓近期对国轩高科进行研究并发布了研究报告《出货量高增，预计盈利能力于2H26逐步修复；维持买入》，给予国轩高科买入评级，目标价54.84元。1Q26毛利率为16.0%，环比有所修复，但同比降2.2ppts，主要系上游原材料价格上涨尚未完全传导至下游客户。基于DCF模型，维持目标价54.84元和买入评级。最新盈利预测明细如下：该股最近90天内共有3家机构给出评级，买入评级3家；过去90天内机构目标均价为54.84。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050600016854.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002074","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632360620","title":"锂电行业2025年年报盘点：全球储能需求狂飙，有人守利润，有人抢份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2632360620","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632360620?lang=zh_cn&edition=full","pubTime":"2026-05-03 13:03","pubTimestamp":1777784613,"startTime":"0","endTime":"0","summary":"2025年年报披露完毕，锂电池及上游产业链厂商表现如何呢？以头部厂商宁德时代、国轩高科、亿纬锂能为代表，其营收、净利润均表现良好。但在2025年储能需求飙升的同时，宁德时代、国轩高科的储能业务增速显得相对缓慢。或许，宁德时代不愿使用低价策略，而是利用巨大的降本潜力，去抢占对成本相对敏感的储能电池市场。其在2025年年报中，只字未提固态电池，却对钠电着墨颇多。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605033727631663.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605033727631663.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0823426480.USD","LU0049853897.USD","LU1880383440.USD","IE00B5MMRT66.SGD","EVS.SI","LU0449515922.USD","LU0651947912.USD","LU0251143458.SGD","LU2097828714.EUR","BK1116","LU1808992512.USD","LU0516422952.EUR","LU2106854487.HKD","LU0164865239.USD","LU1039395188.USD","SG9999003461.SGD","BK1610","LU0348805143.USD","LU1188198961.HKD","LU2041044095.USD","LU2580892862.HKD","LU2477742899.HKD","BK4519","LU0192582467.USD","LU1831875114.USD","300014","LU2097828557.USD","LU2153591404.USD","LU0140636845.USD","LU1720050803.USD","LU2097828474.EUR","LU0593848301.USD","LU0359201885.HKD","LU0261950470.USD","LU0302445910.USD","LU0516422366.SGD","LU0828237510.HKD","LU1242518857.USD","300750","LU1868837565.USD","LU0672654166.SGD","LU0051755006.USD","LU0823414478.USD","LU0165289439.USD","LU1769817096.USD","LU2360107325.USD","LU2399975544.HKD","LU2294711473.HKD","LU1051769294.HKD","LU2023250504.SGD","LU0124384867.USD","LU0164872284.USD","LU0605514214.HKD","LU0880133367.SGD","LU2153592121.USD","LU1721428347.USD","LU0048575426.USD","BK0224","IE00BPRC5H50.USD","LU0011963245.USD","LU0370786039.SGD","LU1102505929.USD","BK4141","LU0871576103.HKD","LU1861214812.USD","LU1769817179.HKD","LU2506952410.USD","LU2092937221.SGD","LU2449936058.SGD","LU0594300419.USD","LU0072462343.USD","IE00B3M56506.USD","LU1023057109.AUD","BK4585","LU0543330483.HKD","LU1807302812.USD","LU2249611893.SGD","HK0000181112.HKD","LU2298322129.HKD","LU0054450605.USD","LU0254981946.USD","IE00B8L5B284.USD","LU0231483743.USD","LU0132412106.USD","LU0143863784.USD","LU0724618433.USD","LU1770034418.SGD","SG9999000327.SGD","LU0047713382.USD","BK4526","LU0405327148.USD","LU0516423174.USD","LU1102505762.USD","LU1303224171.USD","LU1515016050.SGD","LU0516423091.SGD","LU0823437842.USD","LU1251922891.USD","LU0106252389.USD","LU0501845795.SGD","LU0455707207.USD","LU1008478684.HKD","LU2039709279.SGD","LU2298321311.HKD","LU3063872942.SGD","SG9999001846.SGD","SG9999001903.USD","IE00B8HQ1Z84.USD","LU2348773727.SGD","LU0314109678.HKD","SG9999000459.SGD","LU0181495838.USD","LU2348774022.SGD","LU0235996351.USD","LU1064130708.USD","LU1064131003.USD","LU1655091616.SGD","LU1993786604.SGD","03750","LU2778985437.USD","LU0259732245.USD","LU2298064838.USD","LU0359202008.SGD","IE0032431581.USD","LU0405327494.USD","IE0003851619.USD","LU0210526637.USD","LU0328353924.USD","HK0000181138.USD","LU0269904917.USD","LU1794554557.SGD","LU2097828805.USD","LU1917777945.USD","LU0516422440.USD","LU1880383366.USD","LU1961090484.USD","LU1997245177.USD","LU0107464264.USD","LU1152091754.HKD","LU0266013472.USD","LU0572940350.SGD","LU0572939691.SGD","LU0143863198.USD","LU0823414551.USD","LU2125910500.SGD","LU0823426308.USD","SGXZ49509284.SGD","LU1048596156.SGD","SGXZ81163826.USD","LU0067412154.USD","LU0572944931.SGD","LU1048588211.SGD","LU1978683503.SGD","LU2289578879.USD","LU0828238088.HKD","LU0505663152.USD","LU0979878070.USD","LU2476274720.SGD","LU2045819591.USD","LU1939255532.USD","LU2506952253.HKD","LU1781817850.SGD","LU0611395673.USD","IE00B543WZ88.USD","LU2328871848.SGD","LU0531971595.HKD","LU0048388663.USD","LU2506951792.HKD","LU2360108059.USD","BK4588","LU1580142542.USD","LU1974910355.USD","LU1997244956.HKD","LU2275660780.HKD","LU0821914370.USD","LU0359201612.USD","LU2394011477.USD","IE00B29SXG58.USD","LU0188438112.USD","LU2152927971.USD","LU1861219969.SGD","LU2495084118.USD","LU2357125470.USD","LU1152091168.USD","LU2580892789.USD","LU2242644610.SGD","002074","LU2097828631.EUR","LU1820825898.SGD","LU2506952337.HKD","LU1934453819.USD","LU0509642566.USD","LU0244354667.USD","SG9999001689.USD","LU1719994722.HKD","LU0072913022.USD","LU1146622755.USD","LU0651946864.USD","LU2476274308.USD","LU2125910849.SGD","LU0463099449.HKD","LU2238339852.HKD","LU0650527681.SGD","LU0264606111.USD","LU0048580855.USD","LU0039217434.USD","LU0449509016.USD","LU1255011170.USD","LU0149534421.HKD","LU1242518931.SGD","IE00BZ199S13.USD","LU1969619763.USD","LU1997245094.SGD","LU2148510915.USD","LU0214875030.USD","SG9999002463.SGD","LU0312595415.SGD","LU0456827905.SGD","LU1960683339.HKD","LU1979443071.USD","IE00BD6J9T35.USD","LU2424517915.HKD","LU0128522157.USD","LU0320764755.SGD","LU0502904849.HKD","LU0607220059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