告别乙巳，迎来丙午。祝大家马年： "锂"想照进现实，"储"力持续爆发！除夕吉，满电喜！ 起点锂电祝行业同仁2026年： 中流砥柱立潮头， 国脉新能耀九州； 锂芯焕彩辞旧岁， 电驭长风启新程； 除尽尘嚣开胜景， 旧章翻页创辉煌； 迎来骏马奔腾势， 新篇共书耀全球。 --2026年2月16日（除夕） ni 除目 通新 新闻 2 日 起点锂电贺 ...

Core Viewpoint - Wuhan Weinan Battery Asset Co., Ltd. (Weinan) has successfully completed a C3 round of equity financing amounting to 1 billion yuan, bringing the total financing in the C series to nearly 2 billion yuan, indicating strong market recognition of its Battery-as-a-Service (BaaS) model and development prospects [2][3] Group 1 - Weinan was established in August 2020 as a joint venture by NIO Inc. and CATL, focusing on battery rental services (BaaS) and operating under a "separation of vehicle and battery" model [2] - The company has completed 8 rounds of financing since its inception, showcasing its strong capital attraction, with major shareholders including NIO holding approximately 19.4% and CATL holding about 9% [2][3] - The recent C3 round financing has expanded Weinan's state-owned shareholder base, with new investments from Hefei Construction Investment and Hefei Economic Development, enhancing collaboration between industry resources and capital [3] Group 2 - The funds from the latest financing will be allocated to three core areas: expanding battery asset management, increasing R&D investment in battery management and swapping technologies, and developing resource recycling initiatives [3][4] - Weinan's operational battery asset scale has surpassed 42 GWh, serving over 550,000 users, indicating significant market penetration [3] - The BaaS model not only lowers the purchase threshold for users but also alleviates concerns regarding battery degradation and charging anxiety, creating a win-win situation for commercial and social value [4][5] Group 3 - The 1 billion yuan financing and continued support from state-owned enterprises will enhance Weinan's R&D and financial capabilities, accelerating technological innovation and the implementation of battery asset management services [5] - Weinan aims to leverage shareholder resources to optimize its BaaS service model and promote battery technology innovation and resource recycling, contributing to a green and low-carbon energy ecosystem [5]

Core Viewpoint - Cangzhou Mingzhu has officially changed ownership, with Guangzhou Light Industry becoming the new controlling shareholder after the completion of the share transfer from Dongsu Group [5]. Group 1 - Cangzhou Mingzhu announced that it received notification from its shareholder Dongsu Group regarding the completion of the share transfer registration on February 9, 2026 [3]. - Guangzhou Light Industry acquired 166,539,465 shares from Dongsu Group, representing 10.10% of the total share capital as of the agreement signing date [5]. - Following the share transfer, Guangzhou Light Industry holds voting rights for 19.78% of Cangzhou Mingzhu's shares, making it the new controlling shareholder, with the Guangzhou State-owned Assets Supervision and Administration Commission becoming the actual controller [5].

2月9日，三星SDI与韩国东西方电力签署全球能源项目合作备忘录，双方将在全球范围内共同开发并投资储能及可再生能源项目，同时开展新 商业模式，聚焦可再生能源知识普及、专业人才培养的落地型项目，围绕电力系统安全、稳定运行打造的能源服务项目。 2026(第二届)起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 全 极 耳 技 术 跃 升 大 圆 锂电交流群—码上入群 全球锂电产业智库 電機器電 平台 服 务 内 容 品牌服务 政府服务 研究咨询 资本服务 品牌 论坛 研究 数据 脚受 IPO 规划 招商 咨询 报告 宣传 展会 报告 调研 服务 服务 会员 战略 政府 ग्र ऋ ग 登投 投资 国区 皇 策划 报告 宣传 咨询 顾问 顾问 顾问 合 作 咨 询：邱先生 189 3802 3176 之起点理問 CD FRENDE 据了解，韩国东西方电力为韩国最大的电力公司为韩国电力公社的子公司，属于韩国国有控股公司。 东西方电力通过在美国、澳大利亚、沙特阿拉伯及印度尼西亚等海外市场布局相关项目，积累了丰富的电厂建设与运营实操经验。凭借拓展 "发电基础设施与能源解决方案一体化" 的创新商业模式，获得行业广泛认可 ...

Group 1 - Yongtai Technology has terminated the plan to acquire a 25% stake in Shaowu Yongtai High-tech Materials Co., Ltd. from CATL, with stock resuming trading on February 24, 2026 [3] - Haicheng Energy has signed a strategic cooperation framework agreement with KNESS Group to develop a total of 2GWh energy storage projects in Ukraine over the next two years, with the first batch of approximately 400MWh products expected to be delivered in Q1 2026 [4] - Wuhan Chuangneng has signed an investment agreement for an 80GWh new energy battery production project, which will mainly produce power batteries, energy storage batteries, and PACK modules [5] Group 2 - Chuangneng has established over 500GWh of planned production capacity, enhancing supply chain resilience and market responsiveness [6] - EVE Energy has secured a 10GWh large battery system order and has launched a 400MWh power station equipped with EVE's 628Ah storage batteries [7][8] - XINWANDA Power has reached a comprehensive settlement with Weir Electric regarding a previous sales contract dispute, with a payment of 608 million yuan to be made in installments from 2026 to 2030 [9] Group 3 - Guizhou Zhaoke Energy is preparing for mass production of cylindrical lithium batteries, with production expected to start in March 2026 [10] - Anhui Guozhi has officially taken control of Sanyuan Group, marking a significant change in ownership for the global leader in lithium battery anode materials, with a transaction value close to 7.2 billion yuan [12][13] - Ruidefeng has signed a strategic procurement framework agreement with Anhui Guokai, with a total expected value of 1.5 billion yuan over five years [14] Group 4 - Mengguli plans to invest 929 million yuan in a project to produce 30,000 tons of lithium-ion battery cathode materials, focusing on high-end products [15] - Jinyu Co. has announced an investment of approximately 1 billion yuan for a high-performance battery aluminum foil project in Yibin, Sichuan [16] - Dingsheng Technology has signed a strategic cooperation agreement with Huineng Technology to enhance collaboration in solid-state batteries and the new energy industry [17] Group 5 - Yanhang Precision has reached an investment cooperation consensus with Jiangsu Yili Technology, focusing on strategic investment in the new energy materials sector [18] - Xiamen Tungsten plans to acquire a 39% stake in Jiujiang Dadi Mining Development Co., with an intention fee of 28 million yuan [19] - Xian Dao Intelligent has officially listed on the Hong Kong Stock Exchange, with a projected net profit of 1.5 to 1.8 billion yuan for 2025 [21] Group 6 - Guangdong Zhuogao New Materials has received approval for a lithium battery anode and cathode coating pilot verification base project, with a total investment of 140 million yuan [22] - Stellantis Group will sell a 49% stake in NextStar Energy to LG Energy, which plans to invest over 4.1 billion USD in a battery manufacturing plant in Ontario, Canada [24][25] - Several automakers, including Geely and Chery, have announced plans to start demonstration work on solid-state battery installations by 2027 [28]

Core Viewpoint - The article discusses the strategic development and production capacity expansion of Pengcheng Infinite in the energy storage sector, highlighting its partnerships, project timelines, and competitive positioning in the market [4][5][11]. Group 1: Project Developments - The Yibin Energy Storage Industrial Park battery cell manufacturing base project was launched on February 10, 2023, with a total planned area of over 8,000 acres, set to begin construction in January 2024 [4]. - The Yibin base aims for an annual production capacity of 54GWh of energy storage cells, marking a significant step in Pengcheng Infinite's national strategic layout [4][5]. - The project is expected to be completed by September 2026, with trial production starting in November 2026, filling a critical gap in Yibin's energy storage cell production [4]. Group 2: Capacity Expansion - Pengcheng Infinite plans to establish multiple production bases, including a 15GWh capacity facility in Qinghai starting in January 2024 and a 27GWh facility in Shandong, with a total investment of approximately 55 billion yuan [5][6]. - By the fourth quarter of 2026, the combined production capacity from the Yibin and Shandong bases is projected to exceed 69GWh, supporting market order fulfillment [7][11]. Group 3: Technological and Market Positioning - The company has received around 70 utility model patent authorizations from CATL, focusing on system integration and safety design, which enhances its competitive edge [9]. - As of Q2 2025, Pengcheng Infinite has achieved a cumulative order volume of 16GWh, with significant contracts from major state-owned enterprises, indicating strong market demand [9][10]. - The company is transitioning from being a new supplier to a comprehensive system solution provider, offering end-to-end services from demand analysis to after-sales support [10]. Group 4: Competitive Landscape and Challenges - Despite rapid capacity expansion, the company faces challenges in sustaining large orders to support its production, especially in a competitive market environment [12]. - The management team primarily comes from CATL, raising concerns about long-term competitiveness due to reliance on external technology and potential vulnerabilities in innovation and supply chain negotiations [13].

Core Viewpoint - Shanshan Co., Ltd. is experiencing a strong rebound in performance despite internal family disputes and ongoing bankruptcy restructuring, with projected net profits of approximately 400 million to 600 million yuan for 2025, indicating a turnaround from losses [2][3]. Business Analysis - The company's two main business segments, anode materials and polarizers, have both seen improved sales due to increased demand from the automotive and energy storage markets, as well as effective management and technological advancements [3][4]. - The anode materials segment has benefited from orders from lithium battery manufacturers, while the polarizer business has maintained stability, particularly in the large-size television market, contributing significantly to revenue [3][4]. - A strategic acquisition in 2020 of LG Chem's polarizer business for 1.1 billion USD has greatly enhanced domestic production capabilities, increasing the self-sufficiency rate of polarizer products in China from less than 10% to 45% [4]. Organizational Stability - Internal power struggles within the family are not expected to have a fatal impact on the company, as external shareholders and management are likely to provide stability during this transition [6]. - The company has shown resilience and adaptability, with a focus on core business operations and efficiency improvements, which are crucial for navigating the current market challenges [7][8]. - Leadership changes and the appointment of experienced personnel are part of the strategy to enhance cost control and operational efficiency, indicating a collective effort beyond the founder's influence [7][8]. Innovation and Future Outlook - Shanshan Co., Ltd. continues to prioritize innovation, particularly in the development of next-generation silicon-carbon anode materials and expanding its global presence [8]. - The company is also shifting its technological advantages from LCD to emerging markets such as OLED and automotive displays, positioning itself for future growth [8]. - The current performance rebound suggests that as long as the company maintains its foundational strengths, it can navigate through challenges and achieve sustainable operations [9].

Group 1 - The core viewpoint of the article emphasizes the explosive growth of the large cylindrical battery and all-tab technology market by 2025, with a projected increase in China's cylindrical battery shipments exceeding 15%, and large cylindrical batteries growing over 40% [3] - Major companies in the large cylindrical battery sector, such as EVE Energy, Molicel, and others, are expected to face supply shortages due to high demand, indicating a robust market outlook for 2026 [3] - The article highlights the rapid adoption of large cylindrical battery products in various applications, including lightweight power, electric two- and three-wheelers, portable and home energy storage, and automotive power [3] Group 2 - The event organized by Qidian Lithium Battery and Qidian Research Institute (SPIR) aims to discuss cutting-edge technologies, processes, and materials related to cylindrical batteries, showcasing the industry's competitive landscape through a comprehensive ranking of the top 20 companies [3][6] - The agenda includes sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development trends of automotive-grade large cylindrical batteries [7][8] - The forum will also feature discussions on the balance between cost and performance in new materials and processes, as well as the competitive speed of industrialization for new materials in large cylindrical batteries [8]

Group 1 - The core viewpoint of the article highlights the signing ceremony of the solid-state battery project by Guangdong Jinheng Solid Energy New Technology Co., Ltd. in Huanggang High-tech Zone, Hubei [3] - The project focuses on the research and production of fully automated large-capacity solid-state batteries, with a planned layout of a 10GWh solid-state battery production line, which will be implemented in phases and gradually put into production [4] - Guangdong Jinheng Solid Energy New Technology Co., Ltd. was established in October 2025, specializing in battery manufacturing and sales, while also engaging in the research and development of emerging energy technologies, providing related products and technical services in the new energy sector [4] Group 2 - The article also references past events, including the recognition of a Chinese entrepreneur receiving the "Nobel Prize" in the energy sector, indicating a significant achievement in the industry [5] - It mentions Penghui Energy's investment of 3.3 billion yuan to expand production and build a 587Ah/120Ah battery project, reflecting ongoing growth and investment in the battery manufacturing sector [5] - Additionally, it notes Haitian Energy's collaboration with KNESS Group for a 2GWh project, further emphasizing partnerships and expansions within the energy storage market [5]

Group 1 - The core viewpoint of the article highlights the results of the 2026 annual third batch centralized bidding for energy storage cell equipment by the State Power Investment Corporation, with three companies winning bids for a total capacity of 7GWh [2][3] - The winning companies and their respective capacities are: Guoning New Storage (Fujian) Technology Co., Ltd. with 3.5GWh, Envision Energy Technology (Jiangsu) Co., Ltd. with 2.1GWh, and Xiamen Haichen Energy Storage Technology Co., Ltd. with 1.4GWh [2][6] - The bid prices for the energy storage cells were reported as 0.355 yuan/Wh for Guoning New Storage, 0.325 yuan/Wh for Envision Energy, 0.35 yuan/Wh for Haichen Energy Storage, and 0.345 yuan/Wh for Chuangneng New Energy [2][3] Group 2 - The first batch of energy storage cell equipment procurement by the State Power Investment Corporation in 2026 required a total of 7GWh of energy storage cells with a minimum capacity of 314Ah [3] - Bidders were required to have a cumulative supply performance of no less than 10GWh over the past three years, including at least one project order of 400MWh or more, and an annual production capacity of no less than 5GWh [3]