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- 近8亿融资，前华为“天才少年”被宁德时代追着投Companies: HuaweiContemporary Amperex Technology Co. Limited来源：中科研究 2026年9月，北京行云集成电路有限公司宣布完成近8亿元新一轮融资，由 宁德时代 通过旗下溥泉资本及自有资金领投，春华资本、基石创投等跟投。 这家成立仅三年的清华系创业公司，累计融资额已超15亿元。 创始人季宇曾任华为“天才少年”，其核心产品“褐蚁”一体机通过舍弃昂贵的HBM内存，采用自研架构，成功将满血版DeepSeek的部署成本从百万元级拉低至14.9万元。 在国产GPU“四小龙”纷纷上市、曦望等推理芯片独角兽频出的背景下，行云集成凭借这一“反共识”的技术路径，试图在AI推理算力的红海中撕开一道口子。 这家清华博士开的小公司， 宁德时代为什么砸了近8亿 行云集成成立于2023年8月，法定代表人季宇，注册资本693.63万元人民币。 创始人季宇的履历在芯片创业圈颇为亮眼：清华物理系本科、计算机体系结构博士，曾入选华为“天才少年”计划，在海思昇腾团队负责AI芯片编译器研发，曾以共同第一作者身份在《自然》发表计算机
- 宁德时代公布建议采纳2026年A股第二期员工持股计划Companies: Contemporary Amperex Technology Co. Limited热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 宁德时代（03750）发布公告，董事会于2026年9月30日举行的第四届董事会第二十次会议上决议建议公司采纳2026年A股第二期员工持股计划，本计划须待股东会审议通过后方可实施。 海量资讯、精准解读，尽在新浪财经APP 责任编辑：卢昱君 文章关键词： 宁德时代 A股 持股计划 VIP课程推荐 加载中... APP专享直播 上一页下一页 1/10 热门推荐 收起 新浪财经公众号 24小时滚动播报最新的财经资讯和视频，更多粉丝福利扫描二维码关注（sinafinance） 相关新闻 股市直播 图文直播间 视频直播间 最近访问 我的自选 7X24小时 新浪财经意见反馈留言板 新浪简介 | 广告服务 | About Sina 联系我们 | 招聘信息 | 通行证注册 产品答疑 | 网站律师 | SINA English Copyright © 1996-2026 SINA C
- LFP and LMFP Cathode Market Outlook 2026-2035 - Featuring Profiles of 3 of the Leading Companies: Hunan Yuneng New Energy Battery Material, CATL Brunp, and Gotion High-techCompanies: Contemporary Amperex Technology Co. LimitedLFP and LMFP Cathodes Gain Momentum as EVs, Energy Storage and Localized Supply Chains Drive Safer, Cobalt-Free Battery Adoption
- 摩根士丹利对宁德时代的多头持仓比例降至6.23%Companies: Contemporary Amperex Technology Co. Limited格隆汇9月30日｜据香港交易所披露，摩根士丹利对宁德时代新能源科技股份有限公司-H股的多头持仓比例于2026年9月25日从6.61%降至6.23%。
- 赛力斯(601127.SH)：宁德时代的动力电池经过规模化市场验证Companies: Contemporary Amperex Technology Co. Limited格隆汇9月28日丨赛力斯(601127.SH)在投资者互动平台表示，问界定位高端品牌，坚持采用满足“五高”标准(高安全、高可靠、高性能、高品质、高价值)的高端供应链，以支撑高端的产品力。宁德时代的动力电池经过规模化市场验证，符合问界“五高”标准。
- CATL запускает пробное производство аккумуляторных элементов в ВенгрииCompanies: Contemporary Amperex Technology Co. LimitedДЕБРЕЦЕН, Венгрия, 23 сентября 2026 г. -- 22 сентября 2026 года CATL начинает пробное производство на своем недавно построенном заводе аккумуляторных ячеек в Дебрецене, поскольку компания выполнила все предварительные условия, необходимые для начала пробного запуска. Цель...
- 多家公司公告回购事项 宁德时代单日回购约11亿Companies: Contemporary Amperex Technology Co. Limited证券时报记者 李映泉 9月21日晚间，多家上市公司公布回购计划或回购进展。 宁德时代 在9月21日晚公告，公司于当天通过深交所回购A股股份368.75万股，占此前已发行股份（不含库存股）的0.08%，每股回购价区间为296.26元—301元，回购加权均价298.27元/股，回购总金额约11亿元，所购股份拟用于注销。 在此之前，宁德时代于今年7月24日、8月12日召开董事会、股东会，审议通过回购股份相关议案，计划斥资200亿—400亿元回购A股股份，用于注销并减少公司注册资本，回购价格上限为573元/股，回购期限为自股东会审议通过回购股份方案之日起12个月内。 A股存储龙头 江波龙 也在9月21日晚公告，公司此前拟以不低于4亿元、不超过8亿元回购股份，回购价格不超过735元/股，用于股权激励或员工持股计划。2026年9月8日至18日，公司通过回购专用证券账户以集中竞价交易方式回购A股股份229.06万股，占公司A股总股本的0.53
- VNET x CATL: Where Next-Generation AI-Native Compute Infrastructure Meets the Battery LeaderCompanies: Contemporary Amperex Technology Co. LimitedHONG KONG, Sept 22, 2026 - China’s new energy and AI infrastructure sectors have recently reached a notable convergence. PJ Millennium I Limited and PJ Millennium II Limited, wholly owned subsidiaries of PJ Millennium Limited Partnership — whose general partner is Lochpine BG I GP Limited, itself a wholly owned subsidiary of Lochpine Capital Limited, a non-controlled, non-consolidated affiliate of Contemporary Amperex Technology Co., Limited (“CATL”, 300750.SZ / 03750.HK) — have completed a strategic investment in VNET Group, Inc. (Nasdaq: VNET), one of China’s leading carrier- and cloud-neutral internet data center services providers. The transaction closed on September 21, 2026. Upon closing, the buyers have become VNET’s largest shareholder, holding an approximately 38.1% equity stake in the Company. The terms of the agreement include a two-year voting and consortium alignment between the companies, providing continuity in VNET’s governance and management while maintaining its strategic direction and operational momentum. The two companies have also entered into a strategic cooperation agreement, aimed at deeper collaboration across operations, technology and ecosystem development, as they jointly pursue the rapidly emerging compute-energy integration market. Mr. Josh Sheng Chen, Founder and Executive Chairperson of VNET, said: “We are pleased to welcome CATL as a new strategic investor and sincerely thank them for their strong support of VNET and our long-term vision. Looking ahead, we will work closely together to deepen collaboration across technology, infrastructure and supply chain capabilities, jointly drive foundational and full-chain innovation in the next-generation AIDC industry, advance innovation in integrated compute-energy systems, and contribute to the development of next-generation digital energy infrastructure for the intelligent era.” As VNET positions itself as an infrastructure provider for the AI inference era, its alignment with CATL at both ownership and business levels has attracted significant market attention. A key question has therefore emerged: why did CATL choose VNET as a major ecosystem partner in its push towards compute-energy integration' According to Frost & Sullivan, VNET’s carrier-neutral data center services revenue is growing faster than the broader China market. Its wholesale data center segment has demonstrated particularly strong year-on-year growth, ranking first among China’s scaled carrier-neutral data center service providers. By retail data center services revenue, VNET ranked No. 1 in 2025, with a 12.3% market share. This combination of growth and market share highlights the strength of VNET’s market position. The Company has also developed competitive advantages across resource reserves, project delivery, customer relationships and access to capital markets — capabilities that have helped lay the foundation for this strategic partnership. Speaking at the Goldman Sachs Asian Leaders Forum, VNET’s senior management highlighted that the Company’s deep commitment to the Chinese market has enabled it to capture a significant share of incremental customer demand over the past two to three years, while maintaining industry-leading delivery capability. This capability will help support the Company’s international ambitions, given the overseas growth of Chinese enterprise customers. At the forum, management summarized VNET’s core competitive advantages across four strategic pillars: First, the Company has secured abundant power-backed resources in regions with relatively low electricity costs. Second, it has demonstrated strong project delivery capabilities, taking approximately 12 to 18 months from greenfield development to delivery. Third, it has established deep relationships with a global network of approximately 7,000 enterprise customers. Fourth, as a US-listed company, VNET benefits from diversified financing channels and solid credit ratings. The Three-Layer Power-Compute Architecture: A Comprehensive Strategic Blueprint Moving forward, the two companies are now focused on translating their comprehensive strategic partnership into an actionable industrial blueprint: a three-layer architecture comprising “Gigawatt-Scale Compute-Energy Facilities + Distributed Compute-Energy Networks + Tokenized Energy Attribute Certificates”. Using this blueprint, the companies will jointly develop a three-layer power-compute system designed to build a nationwide network with global reach, aiming to shape the digital energy infrastructure landscape in the AI era. 1. Gigawatt-Scale Compute-Energy Facilities: The Energy Backbone for Hyperscale AIDCs By combining CATL’s full-stack energy technologies and energy storage systems (ESS) with VNET’s proven AIDC execution capabilities, the partnership aims to develop next-generation hyperscale campuses designed around power-compute integration from the outset. Rather than building the data center first and adding power infrastructure later, the approach is to plan computing and energy capacity in parallel from the beginning. 2. Distributed Compute-Energy Networks: City-Level Edge Infrastructure The second layer focuses on city-level edge infrastructure, directly supporting the strategic deployment of China’s “Six National Compute Networks” and addressing growing demand from smart-city AI applications and localized inference. By extending beyond mega-scale campuses, the partnership aims to expand into city-level edge infrastructure while promoting standardized product design and greater commercial scalability. 3. Tokenized Energy Attribute Certificates: Commercial Model Innovation The third layer focuses on commercial model innovation. By leveraging digitized, auditable environmental attribute certificates as a value-transfer mechanism, this framework enables traceable alignment between compliant computing assets, renewable electricity procurement and related energy attributes. In essence, the model aims to establish a more transparent and verifiable framework linking computing capacity with renewable power and related environmental attributes, supporting future settlement, reporting and optimization of integrated compute-energy operations. For VNET, the three-layer system represents more than a strategic framework — it provides an execution roadmap for its upgraded “dual-engine” strategy. Gigawatt-scale facilities anchor hyperscale campuses, distributed networks extend coverage to city-level computing, and digital energy-attribute management may, over time, support better traceability, optimization and utilization of green-energy resources. Together, these three layers support VNET’s transformation from a pure-play IDC operator towards an AI-native integrated compute-energy infrastructure platform. The Company believes that the entry of a major strategic industrial investor will materially influence institutional perceptions of its risk and growth potential, its financing capabilities, its operational stability and its medium- to long-term expansion pipeline. With CATL’s strategic backing and the rollout of VNET’s three-layer compute-energy architecture, investor focus is increasingly shifting from the Company’s traditional IDC identity toward its broader role in next-generation AI infrastructure. Still, market recognition is likely to depend not only on strategic narrative, but also on measurable operating delivery. That operating foundation is already beginning to show. In Q2 2026, VNET reported total net revenue of RMB2.78 billion, up 14.2% year-on-year, with the wholesale segment remaining the key growth driver as its revenue rose 29.3% to RMB1.10 billion. Adjusted EBITDA increased 25.4% year-on-year to RMB920 million, while adjusted cash gross profit rose 9.4% to RMB1.16 billion. The adjusted EBITDA margin expanded by 3.0 percentage points year-on-year to 33.0%. Adjusted net income reached RMB7.38 million, representing a return to profitability compared with the same period last year. CATL provides more than capital. Its participation brings expertise and capabilities in energy technologies that are increasingly important to the next phase of AI data center development. As AI infrastructure evolves, competitive differentiation is moving beyond basic capacity toward integrated capabilities in power access, energy efficiency, cooling, and long-term operational reliability. In that context, the partnership may strengthen VNET’s ability to participate in the next wave of high-quality infrastructure demand. Notably, several major international investment banks — including Goldman Sachs, HSBC and Morgan Stanley — have recently taken a positive view of VNET. In its latest report dated 3 September, Goldman Sachs reiterated its Buy rating and set a US$14.00 price target. Morgan Stanley, holding an Overweight rating, also set a US$14.00 target price, while HSBC set its target at US$14.10. Goldman Sachs noted that VNET is expected to secure approximately 1.0–1.1GW of wholesale orders for the full year, while its 500MW overseas resource deployment continues to progress, supported by disciplined financing and potential additional synergies from CATL’s strategic investment. Goldman Sachs also expects VNET’s wholesale IDC business to deliver a 2025–2028 revenue and EBITDA CAGR of 37%–38%, highlighting the potential for continued growth driven by AI infrastructure demand and further reassessment of the Company’s valuation. Morgan Stanley maintains its Overweight rating on VNET, setting a US$14 price target, noting that VNET is poised for accelerating EBITDA growth starting from 3Q26, backed by its solid order backlog of 862MW and 3.6GW of available domestic resource capacity. The firm expects capacity deliveries to pick up meaningfully in 2H26, with disciplined overseas expansion plans to mitigate near-term capex risks. From industrial synergies to potential valuation re-rating, VNET’s positioning within the compute-energy integration landscape is attracting increasing attention from the investment community. On one side, CATL is expanding its role from a battery supplier towards becoming a broader infrastructure partner for the AI era. On the other, VNET is pursuing a strategic transformation from a third-party IDC operator towards an AI-native, next-generation digital energy infrastructure provider. The two companies’ strategic trajectories are therefore converging at a pivotal point in the development of AI infrastructure. For VNET, the partnership provides more than additional capital: it creates opportunities for deeper integration across green power, energy storage technologies and global energy networks, potentially strengthening its competitive position as the AI infrastructure market continues to evolve.
- A股锂矿股普涨，宁德时代涨超3%Companies: Contemporary Amperex Technology Co. Limited格隆汇9月22日｜A股市场锂矿股普涨，其中，宁德时代、东阳光涨超3%，华友钻业、亿纬锂能、新迅达、西部矿业、怡亚通涨超2%。
- 造谣“宁德时代宜宾基地班长不让普工上厕所” 男子被行拘Companies: Contemporary Amperex Technology Co. Limited格隆汇9月20日｜据封面新闻，此前有报道称“宁德时代宜宾基地班长不让普工上厕所””系谣言迎来最新进展。经警方调查，网民林某某（男，33岁）于2026年9月9日，在某社交平台编造关于“某企业宜宾基地员工被管理人员侮辱，导致心理崩溃，做出过激行为”的谣言信息，引发各网络平台迅速传播，大量网民关注和讨论，造成不良社会影响。经警方核实，该信息所述涉事企业、事发地均与事实不符，林某某为了“博取眼球”“营造掌...
- 林某某造谣“宁德时代宜宾基地班长不让普工上厕所”被行拘Companies: Contemporary Amperex Technology Co. Limited格隆汇9月20日｜据四川宜宾三江新区方面消息，“宁德时代宜宾基地班长不让普工上厕所”系谣言一事，迎来最新进展。经警方调查，网民林某某(男，33岁)于2026年9月9日，在某社交平台编造关于“某企业宜宾基地员工被管理人员侮辱，导致心理崩溃，做出过激行为”的谣言信息，引发各网络平台迅速传播，大量网民关注和讨论，造成不良社会影响。经警方核实，该信息所述涉事企业、事发地均与事实不符，林某某为了“博取眼球”...
- 宁德时代减持湖南裕能，后者正冲刺香港上市Companies: Contemporary Amperex Technology Co. Limited来源：瑞恩资本Ryanben Capital 正在申请香港上市的A股公司 湖南裕能 （301358.SZ）昨日（9月17日）发布公告称，股东 宁德时代 于2026年6月26日至2026年9月16日期间通过集中竞价及大宗交易的方式减持公司股份17，459，658股，占公司目前总股本的2.05957%。 本次权益变动后，宁德时代持有公司股份42，386，482股，占公司目前总股本的比例为4.99999%，不再是公司持股5%以上的股东。 湖南裕能，于2026年8月17日在港交所递交招股书， 中信建投 国际、汇丰联席保荐。 根据湖南裕能初步招股书显示，其在香港上市前的股权架构中，湘潭国资委旗下的振湘国投、电化集团、 湘潭电化 （002125.SZ），合计持股约15.41%，为单一最大股东集团。当时宁德时代持股约6.03%。 湖南裕能8月17日递表时的股东结构 湖南裕能，成立于2016年，作为一家兼具技术创新与先进制造能力的全球领先的新能