電動車行業周報：小米SU7ULTRA發布剛果(金)暫停鈷出口四個月

華創證券有限責...

2025/03/03

小米SU7 Ultra 發布，剛果（金）暫停鈷出口四個月。2 月27 日，小米SU7Ultra 正式發布，定價方面，小米SU7 Ultra 定價52.99 萬元，紐北限量版81.49萬元。具體來看，小米SU7 Ultra 搭載小米超級三電機系統，標配賽道版散熱系統、制動系統，紐北調校底盤系統，標準版就能直接上賽道。2025 年2 月24 日，剛果（金）政府宣佈暫停鈷出口四個月，以應對全球鈷供應過剩...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2516080355"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2516080355\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2516080355?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-03-03 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2516080355","market":"hk","top_or_hot":-1,"title":"電動車行業周報：小米SU7ULTRA發布 剛果(金)暫停鈷出口四個月","media":"華創證券有限責...","content":"<div>\n<p>小米SU7 Ultra 發布，剛果（金）暫停鈷出口四個月。2 月27 日，小米SU7Ultra 正式發布，定價方面，小米SU7 Ultra 定價52.99 萬元，紐北限量版81.49萬元。具體來看，小米SU7 Ultra 搭載小米超級三電機系統，標配賽道版散熱系統、制動系統，紐北調校底盤系統，標準版就能直接上賽道。2025 年2 月24 日，剛果（金）政府宣佈暫停鈷出口四個月，以應對全球鈷供應過剩...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030314405998997afe&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>電動車行業周報：小米SU7ULTRA發布 剛果(金)暫停鈷出口四個月</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n電動車行業周報：小米SU7ULTRA發布 剛果(金)暫停鈷出口四個月\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">華創證券有限責...</strong><span class=\"h-time small\">2025-03-03 00:00</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>小米SU7 Ultra 發布，剛果（金）暫停鈷出口四個月。2 月27 日，小米SU7Ultra 正式發布，定價方面，小米SU7 Ultra 定價52.99 萬元，紐北限量版81.49萬元。具體來看，小米SU7 Ultra 搭載小米超級三電機系統，標配賽道版散熱系統、制動系統，紐北調校底盤系統，標準版就能直接上賽道。2025 年2 月24 日，剛果（金）政府宣佈暫停鈷出口四個月，以應對全球鈷供應過剩...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030314405998997afe&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030314405998997afe&s=b\">華創證券有限責...</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0307460666.USD","symbol_name":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030314405998997afe&s=b","article_id":"2516080355","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030314405998997afe&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2516080355","pubTimestamp":1740931200,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"小米SU7 Ultra 發布，剛果（金）暫停鈷出口四個月。2 月27 日，小米SU7Ultra 正式發布，定價方面，小米SU7 Ultra 定價52.99 萬元，紐北限量版81.49萬元。2025 年2 月24 日，剛果（金）政府宣佈暫停鈷出口四個月，以應對全球鈷供應過剩的局面。作為全球最大的鈷生產國，剛果（金）2024 年的鈷產量佔全球76%，此舉或影響該國2025 年7 萬噸的鈷出口量，導致全球鈷市場短期內供不應求，或推動鈷價企穩反彈。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81810":"小米集团-WR","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1193":"电脑硬件、储存设备及电脑周边","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1575":"同股不同权","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","01810":"小米集团-W","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","BK1523":"武汉本地概念股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC"},"translate_title":"Electric Vehicle Industry Weekly Report: Xiaomi SU7ULTRA releases Congo (DRC) suspends cobalt exports for four months","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"01810":1},"content_text":"小米SU7 Ultra 發布，剛果（金）暫停鈷出口四個月。2 月27 日，小米SU7Ultra 正式發布，定價方面，小米SU7 Ultra 定價52.99 萬元，紐北限量版81.49萬元。具體來看，小米SU7 Ultra 搭載小米超級三電機系統，標配賽道版散熱系統、制動系統，紐北調校底盤系統，標準版就能直接上賽道。2025 年2 月24 日，剛果（金）政府宣佈暫停鈷出口四個月，以應對全球鈷供應過剩的局面。作為全球最大的鈷生產國，剛果（金）2024 年的鈷產量佔全球76%，此舉或影響該國2025 年7 萬噸的鈷出口量，導致全球鈷市場短期內供不應求，或推動鈷價企穩反彈。本周行情回顧：本周電新板塊下跌1.57%，全行業排名17 名，跑贏滬深300指數。根據中信行業指數，本周電力設備及新能源板塊下跌1.57%，在全行業30 個行業板塊中排名第17 位；同期滬深300 指數下跌2.22%，電新板塊跑贏滬深300 指數0.65pcts。新能源汽車產業跟蹤：產業鏈價格：本周電池原材料價格總體保持穩定，其中電池級碳酸鋰價格降低0.92%；氫氧化鋰降低1.12%；硫酸鈷增加5.44%；四氧化三鈷增加2.21%；硫酸鎳增加7.43；6μm 銅箔價格按月減少0.42%；12μm 鋁箔價格按月減少0.89%；三元正極811 增加0.7%。其他如9μm 濕法、16μm 幹法基膜、三元正極523、622、鐵鋰正極材料、負極材料、電解液以及隔膜的價格均按月持平。上市公司公告：贏合科技發布回購公告，豪鵬科技發布回購公告，盛新鋰能發布質押公告。行業重要動態：寧德時代與百度達成合作；2024 年全國鋰電池總產量1170GWh；欣旺達擬投資Positec。投資建議新能源汽車板塊：隨着此前行業去庫存的結束，材料環節23-24 年的盈利不斷下行態勢有望得到扭轉，往後展望歐洲市場有望開啓二次增長，國內市場在增程乘用車、純電動商用車等推動下也有望保持高增長，行業整體盈利水平有望恢復至合理水平。建議關注：1）動力電池：寧德時代、欣旺達、億緯鋰能；2）鐵鋰正極：富臨精工、湖南裕能、龍蟠科技、萬潤新能、德方納米；3）三元正極：容百科技、廈鎢新能、長遠鋰科、當升科技；4）負極：尚太科技、中科電氣、璞泰來、貝特瑞；5）隔膜：星源材質、恩捷股份；6）電解液：新宙邦、天賜材料、天際股份、多氟多；7）銅箔：中一科技、嘉元科技、諾德股份；8）鋁箔：鼎勝新材；9）結構件：科達利、震裕科技；10）導電劑及粘結劑：天奈科技、道氏技術、日播時尚；11）硅碳負極：元力股份、聖泉集團、硅寶科技。風險提示：下游需求不及預期、原材料上漲削弱企業盈利、行業擴產過快加劇行業競爭、地緣政治、貿易摩擦阻礙海外供應鏈、安全事故影響企業產銷。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

電動車行業周報：小米SU7ULTRA發布 剛果(金)暫停鈷出口四個月

熱議股票

電動車行業周報：小米SU7ULTRA發布剛果(金)暫停鈷出口四個月