300068 南都电源
停牌 12-17 15:00:00
资讯
新帖
简况
AIDC+储能迎爆发期 多家电池企业加码布局
DoNews · 12-12
AIDC+储能迎爆发期 多家电池企业加码布局
百亿A股南都电源,拟易主
市场资讯 · 12-11
百亿A股南都电源,拟易主
南都电源公告自12月12日起暂停交易,因可能的股权变更
美股速递 · 12-11
南都电源公告自12月12日起暂停交易,因可能的股权变更
南都电源(300068.SZ)控股股东筹划控制权变更 12月12日起停牌
智通财经 · 12-11
南都电源(300068.SZ)控股股东筹划控制权变更 12月12日起停牌
开盘强势拉升!这一板块多股涨停!
证券日报之声 · 12-11
开盘强势拉升!这一板块多股涨停!
36氪出海·行业|新能源产业出海——储能篇(下)
36氪出海 · 12-08
36氪出海·行业|新能源产业出海——储能篇(下)
南都电源:前三季度归母净利润约-2.2亿元
证券之星 · 12-05
南都电源:前三季度归母净利润约-2.2亿元
南都电源:民用锂电以长续航、高安全、强耐用为核心
证券之星 · 12-05
南都电源:民用锂电以长续航、高安全、强耐用为核心
南都电源:半固态产品中标2.8GWh储能项目
证券之星 · 12-02
南都电源:半固态产品中标2.8GWh储能项目
南都电源:出口管制决定对公司海外业务不构成影响
证券之星 · 11-12
南都电源:出口管制决定对公司海外业务不构成影响
南都电源:氧化物电解质原位成膜技术突破
证券之星 · 11-12
南都电源:氧化物电解质原位成膜技术突破
南都电源:在手未发货订单约89亿
证券之星 · 11-12
南都电源:在手未发货订单约89亿
南都电源新注册《南都电源智能驻车锂电云平台V1.1.2》等2个项目的软件著作权
证券之星 · 11-07
南都电源新注册《南都电源智能驻车锂电云平台V1.1.2》等2个项目的软件著作权
股市必读:南都电源三季报 - 第三季度单季净利润同比下降80.26%
证券之星 · 10-31
股市必读:南都电源三季报 - 第三季度单季净利润同比下降80.26%
南都电源最新公告:前三季度净利润亏损2.20亿元
证券之星 · 10-29
南都电源最新公告:前三季度净利润亏损2.20亿元
再下一城 南都电源中标4.78亿元美国AIDC项目
南都电源官微 · 10-29
再下一城 南都电源中标4.78亿元美国AIDC项目
SNEC ES+ 2025 | 南都电源全场景解决方案展现储能硬核实力
南都电源官微 · 10-11
SNEC ES+ 2025 | 南都电源全场景解决方案展现储能硬核实力
南都电源:产品应用于阿里巴巴数据中心
证券之星 · 09-29
南都电源:产品应用于阿里巴巴数据中心
南都电源:数据中心在手未发订单约为0.8GWh
证券之星 · 09-29
南都电源:数据中心在手未发订单约为0.8GWh
南都电源:大储在手未发订单约7.8GWh
证券之星 · 09-29
南都电源:大储在手未发订单约7.8GWh
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公司概况
公司名称:
浙江南都电源动力股份有限公司
所属行业:
电气机械和器材制造业
上市日期:
2010-04-21
主营业务:
浙江南都电源动力股份有限公司的主营业务是锂离子电池及系统、铅蓄电池及系统、氢能关键设备及锂、铅资源再生产品的研发、制造、销售及服务。公司的主要产品是锂离子电池及系统、铅蓄电池及系统、氢能关键设备及锂、铅资源再生产品。
发行价格:
33.00
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多家电池企业加码布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2590352558","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590352558?lang=zh_cn&edition=full","pubTime":"2025-12-12 09:32","pubTimestamp":1765503123,"startTime":"0","endTime":"0","summary":"到2030年,全球数据中心电力需求预计增长逾180%,AIDC储能或占全球储能总需求约20%。业绩方面,双登股份2024年上半年AIDC数据中心电池及系统业务销售收入同比大增113.1%,营收占比升至47.2%,跃升为第一大收入来源,被称为“AIDC储能第一股”。技术路线上,当前AIDC储能仍以铅酸电池为主,但锂电池替代趋势显著。中国企业占据全球超70%的AIDC储能电芯份额。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212093610a69aa6a1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:34","pubTimestamp":1765463640,"startTime":"0","endTime":"0","summary":" 百亿A股,拟易主。 12月11日,南都电源发布公告称,公司于近日收到公司控股股东杭州南都电源有限公司、上海益都实业有限公司、上海南都集团有限公司通知,获悉其正在筹划控制权变更、促进再生铅板块股权出售事宜。 南都电源表示,目前各方尚未签署相关协议,拟就具体交易方案、协议等相关事项进行论证和磋商,具体情况以各方签订的相关协议为准。","market":"other","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://finance.sina.com.cn/stock/s/2025-12-11/doc-inhamxqc6424145.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":"sina","symbols":["BK0197","BK0017","BK0077","BK0224","300068","BK0155","159982","399300","BK0131"],"gpt_icon":0},{"id":"1165506958","title":"南都电源公告自12月12日起暂停交易,因可能的股权变更","url":"https://stock-news.laohu8.com/highlight/detail?id=1165506958","media":"美股速递","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1165506958?lang=zh_cn&edition=full","pubTime":"2025-12-11 18:33","pubTimestamp":1765449231,"startTime":"0","endTime":"0","summary":"南都电源公告自12月12日起暂停交易,因可能的股权变更。","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":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["300068","BK0077","BK0197","BK0017","BK0131","BK0224","BK0155"],"gpt_icon":0},{"id":"2590592111","title":"南都电源(300068.SZ)控股股东筹划控制权变更 12月12日起停牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2590592111","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590592111?lang=zh_cn&edition=full","pubTime":"2025-12-11 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11:13","pubTimestamp":1765422780,"startTime":"0","endTime":"0","summary":"12月11日,A股市场储能概念板块表现强劲,多只个股强势拉升,成为市场关注的热点板块之一。截至记者发稿,中国天楹、汉缆股份、中利集团(维权)等多只储能概念股强势涨停,南都电源涨幅高达13.84%。A股储能概念板块市场行情当前,储能行业正迎来重要的经济性拐点。在竞争格局方面,随着一系列政策出台,储能行业的竞争生态将逐步从“价格内卷”转向“价值竞争”。投资者可逢低布局优质储能概念股,分享行业高速发展的红利。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-11/doc-inhakwak9179994.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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17:55","pubTimestamp":1765187730,"startTime":"0","endTime":"0","summary":"“从海外市场概要及发展机遇、海外监管动态及竞争风险、中国出海趋势盘点等切入点展开,分析中国储能产业出海情况。中国储能出海趋势1,储能行业整体出海规模迅速扩大,价格竞争压力或增大随着全球能源转型加速,储能产业的国际化步伐也明显加快,储能出海呈现快速扩张态势。中国化学与物理电源行业协会储能应用分会数据显示[1],今年1-9月,我国储能企业新增出海订单、合作已超过 214.7GWh,较去年同期大增131","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208182023a43b366d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:33","pubTimestamp":1764905617,"startTime":"0","endTime":"0","summary":"证券之星消息,南都电源12月04日在投资者关系平台上答复投资者关心的问题。南都电源回复:尊敬的投资者您好,公司前三季度归母净利润约-2.2亿元,去年同期2.47亿。但从实际主营业务经营来看,公司自第二季度开始已经出现了经营业绩反转,开始扭亏为盈,整体经营质量得到改善。尤其第三季度,单季度电池产品实现毛利额3.3亿,去年同期1.8亿,同比增加1.5亿,可以看出持续经营能力进一步提升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120500013228.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300068"],"gpt_icon":0},{"id":"2589396850","title":"南都电源:民用锂电以长续航、高安全、强耐用为核心","url":"https://stock-news.laohu8.com/highlight/detail?id=2589396850","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589396850?lang=zh_cn&edition=full","pubTime":"2025-12-05 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15:31","pubTimestamp":1764660666,"startTime":"0","endTime":"0","summary":"证券之星消息,南都电源12月02日在投资者关系平台上答复投资者关心的问题。其中,半固态产品已中标2.8GWh新型电力储能项目,主要建设地在深圳和汕尾,将有效缓解粤港澳大湾区电力供需矛盾,该订单标志着公司固态储能电池技术的商业化应用。20Ah、30Ah全固态电池目前较匹配的应用场景为低空飞行器、无人机、机器人等。","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/RB2025120200017209.shtml","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":"stockstar","symbols":["300068","BK0155","BK0077","BK0224","BK0017","BK0197","BK0131"],"gpt_icon":0},{"id":"2582340795","title":"南都电源:出口管制决定对公司海外业务不构成影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2582340795","media":"证券之星","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582340795?lang=zh_cn&edition=full","pubTime":"2025-11-12 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15:27","pubTimestamp":1762932447,"startTime":"0","endTime":"0","summary":"证券之星消息,南都电源11月11日在投资者关系平台上答复投资者关心的问题。南都电源回复:尊敬的投资者您好,目前公司在手未发货的订单约 89亿。其中大储在手未发订单约55亿,国内40亿,海外15亿;数据中心锂电订单约16.7亿,均是海外订单;民用锂电产品市场开拓卓有成效,目前在手未发订单约3.8亿元;通讯锂电约4.7亿元,海外占比较小;铅酸7.9亿元,也基本是国内订单。目前公司海外大储订单来源主要为澳洲、欧洲、英国等国家和地区。","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/RB2025111200018884.shtml","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":"stockstar","symbols":["BK0131","300068","BK0224","BK0197","BK0017","BK0155","BK0077"],"gpt_icon":0},{"id":"2581101689","title":"南都电源新注册《南都电源智能驻车锂电云平台V1.1.2》等2个项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2581101689","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581101689?lang=zh_cn&edition=full","pubTime":"2025-11-07 01:50","pubTimestamp":1762451427,"startTime":"0","endTime":"0","summary":"证券之星消息,近日南都电源新注册了2个项目的软件著作权,包括《南都电源智能驻车锂电云平台V1.1.2》、《南都电源智能驻车锂电小程序V1.0.3》等。今年以来南都电源新注册软件著作权3个,较去年同期增加了200%。通过天眼查大数据分析,浙江南都电源动力股份有限公司共对外投资了37家企业,参与招投标项目1090次;财产线索方面有商标信息58条,专利信息914条,著作权信息14条;此外企业还拥有行政许可57个。","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/RB2025110700001131.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0155","300068","BK0017","BK0077","BK0224","BK0131","BK0197"],"gpt_icon":0},{"id":"2579812050","title":"股市必读:南都电源三季报 - 第三季度单季净利润同比下降80.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579812050","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579812050?lang=zh_cn&edition=full","pubTime":"2025-10-31 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19:58","pubTimestamp":1761739086,"startTime":"0","endTime":"0","summary":"南都电源(300068.SZ)公告称,公司发布2025年第三季度报告,前三季度实现营业收入59.11亿元,同比下降24.80%;归属于上市公司股东的净利润为-2.20亿元。第三季度营业收入为19.88亿元,同比下降6.22%;归属于上市公司股东的净利润为1217.18万元,同比下降80.26%。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。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102900040824.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300068"],"gpt_icon":0},{"id":"2579905120","title":"再下一城 南都电源中标4.78亿元美国AIDC项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2579905120","media":"南都电源官微","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579905120?lang=zh_cn&edition=full","pubTime":"2025-10-29 19:18","pubTimestamp":1761736680,"startTime":"0","endTime":"0","summary":"日前,南都电源海外AIDC市场再传捷报,公司成功中标美国某超大规模AIDC园区锂电设备采购项目,中标金额为4.78亿元人民币。此次中标不仅是继今年斩获多个海外AIDC项目订单后的又一突破,更标志着公司在北美等海外高端市场的竞争力实现持续跃升。对人工智能基础设施需求的猛增,直接带动了美国超大规模AIDC项目建设热潮。基于该项目总体体量及客户合作延续性,此次中标将为公司北美AIDC后备电源业务的可持续拓展,奠定基础。","market":"us","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://finance.sina.com.cn/stock/relnews/cn/2025-10-29/doc-infvqmnf7831764.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":"sina","symbols":["300068","BK0017","BK0131","BK0155","BK0077","BK0197","BK0224"],"gpt_icon":0},{"id":"2574458585","title":"SNEC ES+ 2025 | 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18:11","pubTimestamp":1760177460,"startTime":"0","endTime":"0","summary":"南都电源携多款核心储能产品与创新技术方案重磅亮相,展现了公司在储能领域的前沿研发成果与全场景解决方案,吸引众多业内专家、客户及合作伙伴的关注与交流。固态电池技术突破·在本次展会上,南都电源还展示了自主研发的783Ah固态电池。在能源结构加速转型的时代背景下,南都电源将持续以创新驱动储能变革,以技术引领行业发展,携手全球伙伴共创绿色低碳未来。","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://finance.sina.com.cn/stock/relnews/cn/2025-10-11/doc-inftpmai0260761.shtml","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":"sina","symbols":["IE00BMG7P587.USD","IE00BZ18W456.USD","LU1803068623.USD","IE00BMG7P694.USD","LU2637428348.USD","LU1883839398.USD","BK0017","IE00B29SXL02.USD","BK0131","BK0077","IE00BMQBXF63.USD","LU2449327464.USD","IE00BMG7P819.SGD","BK4588","BK4081","BK0197","ES","IE00B29SXK94.USD","BK4585","IE00BZ18W340.USD","LU1880398471.USD","BK0224","BK0155","IE00BMG7P926.USD","300068","LU1880398554.USD"],"gpt_icon":0},{"id":"2571561804","title":"南都电源:产品应用于阿里巴巴数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2571561804","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2571561804?lang=zh_cn&edition=full","pubTime":"2025-09-29 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15:04","pubTimestamp":1759129457,"startTime":"0","endTime":"0","summary":"证券之星消息,南都电源(300068)09月28日在投资者关系平台上答复投资者关心的问题。投资者提问:董秘你好。最近各大电池厂商都表示下游储能爆单,订单已经排到明年,请问贵公司的储能产线是否也达到满产满销,订单情况如何?南都电源回复:尊敬的投资者您好,在顶层政策强力推动、成本下降、收益模式更加清晰等多重因素驱动下,储能需求超预期释放,国内外市场共同爆发,行业远期增长明确。目前公司大储在手未发订单约7.8GWh,其中国内约5GWh,海外约2.8GWh。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。","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/RB2025092900014146.shtml","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":"stockstar","symbols":["300068","BK0017","BK0224","BK0197","BK0131","BK0155","BK0077"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1766008354528,"stockEarnings":[],"compareEarnings":[{"period":"1week","weight":-0.0077},{"period":"1month","weight":-0.0256},{"period":"3month","weight":0.0101},{"period":"6month","weight":0.1519},{"period":"1year","weight":0.1514},{"period":"ytd","weight":0.1547}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"浙江南都电源动力股份有限公司","boardCode":"AI0038","boardName":"电气机械和器材制造业","stockholders":"115048人(较上一季度减少6.02%)","perCapita":"7415股","listingDate":"2010-04-21","address":"浙江省杭州市临安区青山湖街道景观大道72号","registeredCapital":"89836万元","survey":" 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