全固态电池产业链呈哑铃型结构，上游材料与下游应用价值占比高，中游制造与设备是量产关键， 2026—2030年为 产品技术突破和商用化 验证关键 窗口期，核心驱动在 全固态电池材料技术 突破、 工艺和设备创新 、 下游应用验证和突破。 全固态电池产业链正从技术验证向量产过渡，上游看电解质与硅 /锂负极突破，中游看干法电极与等静压设备升级，下游看车企与储能客户 绑定。2026—202 8 年 固液电池（ 半固态 /准固态） 规模化将带动产业链爆发， 20 28-2035 年 之间 全固态 有望逐步 商业化 （ 取决于关键材料 和工艺技术突破进程） ，重塑新能源产业格局。 全固态电池产业链 由以下环节构成： 上游（高价值 ·高壁垒）→中游（工艺变革·良率关键）→下游（需求驱动·场景分化）配套支撑体系 （标准/检测/回收/研发/投融资）贯穿全链条 ； 核心结构：哑铃型（上游材料 +设备、下游应用价值占比高，中游制造为枢纽） ； 核心逻辑：技 术突破 →工艺成熟→场景落地→成本下探→规模化扩张 。 | 全国态电池上游关键材料 | | | | | --- | --- | --- | --- | | 正报材料 | 负报材料 ...

未来，新宙邦持续推进马来西亚基地建设，不仅将进一步完善其全球生产网络布局，还将依托当地产业生态培育高价值人才队伍，为东南亚新能 源产业高质量发展注入强劲动力，彰显其深耕全球新能源赛道、赋能区域发展的决心。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 走进利维能：26700圆柱电池全年出货超9000万只！2026开门红实现满产满销！ | | 02 | ｜ | 30亿欧元锂电项目落地葡萄牙！ | | 03 | ｜ | 新能安携手泉峰控股！ | | 04 | ｜ | 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4月深圳 | | | | 举办！ | 2026年1月19日，新宙邦旗下核心成员——诺莱特科技(马来西亚)有限公司(Novolyte Technology Sdn.Bhd.，以下简称"马来西亚诺莱特")， 在马来西亚吉打州居林高科技园区隆重举行新型电池电解液生产基地奠基仪式。该项目的推进标志着新宙邦国际化战略在东南亚地区的进一步深 化，为其全球生产布局再添重要支点。 作为全球领先的电子化学品及功能材料领先企业，新宙邦拥有30余年行业深耕 ...

Group 1 - The core viewpoint of the article highlights the investment and expansion plans of Hunan Yusheng Technology Co., Ltd. in the production of special lithium-ion batteries, specifically a project to increase production capacity to 3GWh [2] - Hunan Yusheng Technology was established in 2014 and focuses on the research, production, and service of special solid-state lithium-ion batteries, currently operating two automated production lines with an annual capacity exceeding 1 billion watt-hours [2] - The company plans to invest 101 million yuan to upgrade its existing 0.5GWh production line, aiming for a total annual production scale of 0.05GWh for special polymer lithium-ion batteries and 3GWh for special lithium-ion batteries upon project completion [2]

Group 1 - CATL launched the "Tianxing II" light commercial series solution, introducing the first intelligent battery management application for the light commercial vehicle industry, aiming to break the standardization bottleneck and promote customized operations in the new energy light commercial vehicle sector [3] - CATL is rapidly advancing the construction of a 15GWh battery factory in Beijing with an investment of 4 billion yuan, indicating imminent project implementation [5] - CATL, along with partners, established Beijing Times Power Battery Co., Ltd. with a registered capital of 1 billion yuan, where CATL holds a 51% stake responsible for the factory's construction and operation [6] Group 2 - Penghui Energy expects to turn a profit in 2025 with a projected net profit of 170 million to 230 million yuan, driven by increased sales orders and revenue growth [7] - The second phase of the Xiamen Times project is set to produce 30GWh of battery cells, with construction expected to be completed by Q2 of this year [8] - The Chongqing project by Ruipu Lanjun-Saike Technology aims for an initial capacity of 12GWh, with total investment of 10 billion yuan and expected annual output value of 26 billion yuan upon full production [9] Group 3 - EVE Energy was recognized as the world's first cylindrical battery lighthouse factory, achieving certification for its advanced manufacturing and digital solutions [10][11] - Portugal signed six investment agreements totaling 30.77 billion euros, with four projects related to battery materials and electric vehicles, aimed at promoting energy transition [12] - Xiamen New Energy and Quan Feng Holdings signed a strategic cooperation memorandum to focus on lithium battery technology innovations [13] Group 4 - The Xiangdong lithium battery project in Hebei has been publicly accepted, with a total investment of 1.35 billion yuan and plans for a production capacity of 4GW [14] - Trina Solar signed two major projects, including a 250 MW/1 GWh energy storage project in Italy and a supply contract for battery storage systems in Latin America totaling 1.203 GWh [15][16] - Tianhua New Energy is planning an IPO in Hong Kong to enhance its international strategy and financing capabilities [18] Group 5 - Tianqi Lithium is expanding its lithium hexafluorophosphate project with an investment of 300 million yuan, increasing production capacity from 150,000 tons to 280,000 tons [19] - Hunan Youneng expects a significant increase in net profit for 2025, projecting a rise of 93.75% to 135.87% year-on-year [20] - Purtai's net profit for 2025 is expected to increase by 93.18% to 101.58%, driven by strong demand in the energy storage market [21] Group 6 - Rontgen High-Tech's production capacity for its core product has been fully sold out in Q1 2026, prompting the company to seek financing for new production lines [22] - The Democratic Republic of Congo submitted a shortlist of state-owned mineral assets to the U.S. for evaluation, including various mining projects [23] - Wanhua Chemical is advancing two lithium battery material projects with a total production capacity of 85,000 tons of lithium iron phosphate [24] Group 7 - Hunan Youneng is increasing its production capacity through a stock issuance, raising up to 4.788 billion yuan for new projects [25] - Lichi Intelligent passed the IPO review for its listing on the Growth Enterprise Market [27] - Efei Laser signed a 158 million yuan contract for lithium battery equipment, which is expected to positively impact future financial performance [30]

Group 1 - The core viewpoint of the article is that Binhai Energy (000695) is expanding its product structure in negative electrode materials by investing in two new projects: a 1000 tons/year porous carbon project in Xingtai, Hebei, and a 2000 tons/year silicon-carbon negative electrode materials project in Baotou, Inner Mongolia, with a total investment of approximately 548 million yuan [2] Group 2 - The 1000 tons/year porous carbon project has a total investment of 120.7 million yuan, located in Xingtai, Hebei, and is being developed by Xingtai Xuyang New Energy Technology Co., Ltd. The project includes industrial installations, auxiliary facilities, and fire protection facilities, and is currently in the process of obtaining project approvals and preparing for construction [2] - The 2000 tons/year silicon-carbon negative electrode materials project has a total investment of 427.21 million yuan, located in Baotou, Inner Mongolia, and is being developed by Baotou Xuyang Silicon-Carbon Technology Co., Ltd. The project includes production workshops and other production facilities, and is also in the process of obtaining necessary approvals and preparing for construction [2]

1月20日，泉峰控股与全球领先的优质锂电池供应商——厦门新能安科技有限公司，正式签署战略合作备忘录。双方当前将聚焦锂电技术全极耳 工艺与方向，开展联合研发，共同推动锂电池技术在绿色动力领域的创新突破与规模化应用，为产业发展注入持续动能。 在全球能源结构转型与"双碳"目标深化推进的背景下，锂电池技术的演进与供应链的稳定已成为产业发展的关键。泉峰控股始终以技术创新与 供应链协同为核心，致力于为用户提供更具竞争力的产品。此次合作，标志着公司在锂电技术纵深布局与供应链体系建设上迈出坚实一步。 泉峰控股董事长潘龙泉表示："新能安在锂电领域深厚的技术沉淀与卓越的产品能力，与泉峰控股在全球市场的创新布局高度互补。此次携手不 仅强化了我们的供应链与技术路线，更是双方共同面向未来能源挑战、践行绿色承诺的重要举措。我们期待通过深度融合，加速技术转化，为用 户创造持久价值。" 厦门新能安科技有限公司由宁德时代（CATL）与新能源科技有限公司 （ATL）共同投资设立，专注于高可靠、高性能锂电池解决方案的研发与 制造。新能安总裁贾琢成表示："我们期待将新能安在电池化学体系、结构创新和智能制造方面的 深厚积累，深度融入泉峰的产品持续创新 ...

巡访标杆企业，洞见产业未来 —— 2026 起点圆柱电池全国行持续进行！ 在新能源电池产业的浪潮中，大圆柱电池凭借高能量密度与成组效率优势，成为高端新能源汽车、小型储能领域的热门选择，产能与市场规模持 续攀升。然而，当 32/46/60 等大圆柱型号加速起量、主导行业焦点之际，小圆柱电池并未止步不前，反而以技术迭代为引擎，在细分赛道中 持续释放增长活力。其中，以 26 系列为代表的特定尺寸小圆柱电池，凭借精准的场景适配性与不断升级的性能表现，正成为行业不容忽视的重 要力量。 1 月 22 日，起点锂电 总经理 邱嘉胜带领起点圆柱电池巡访调研团走进 26 系列圆柱电池领跑企业—— 安徽利维能动力电池有限公司 （以下 简称：利维能），与 公司 副总经理 韩秀章 等就其核心圆柱电池产品以及未来发展规划进行了深度交流与探讨。 图：起点巡访调研团与利维能合影，左 3 为利维能 副总经理 韩秀章 韩秀章在交流中表示，当前圆柱电池型号尺寸多样， 32 等系列大圆柱电芯也在持续挤压 26/21 等型号的市场份额，在这样的趋势下，利维能 2025 年仍然做到稳中有升， 26 系列产品实现 9000 万只以上销量 。 在他看来， ...

Core Insights - Portugal is actively investing in the new energy sector, signing six investment agreements totaling €30.77 billion, with an additional €699.7 million in incentives aimed at promoting energy transition [2][3] - The projects cover various aspects of the lithium battery supply chain, including raw material extraction, battery production, and automotive component manufacturing, highlighting the importance of battery production for the automotive industry [2][3] Investment Agreements - Among the signed projects, China Innovation Aviation plans to invest €20.67 billion to establish a battery cell factory in Sintra, expected to create approximately 1,800 jobs [3] - Topsoe, a Danish company, will invest around €110 million to build a cathode active material (CAM) factory, while Portuguese company Lift One will invest €514 million to construct a lithium refining plant [3] - Savannah Lithium from the UK intends to invest €313 million in a lithium spodumene mining and production base [3] Strategic Importance - The projects are set to enhance China Innovation Aviation's international competitiveness and align with its German project, as European battery companies face challenges and some are retreating from the market [4] - The European market's approach to lithium batteries remains conflicted, with previous support for companies like Northvolt resulting in bankruptcy, indicating a need for collaboration with Chinese battery firms for technological advancements [4] Market Dynamics - The electric vehicle transition in Europe is facing challenges, including the cancellation of the 2035 ban on fuel vehicles, which reflects a cautious attitude among automakers towards the transition [5] - The lack of adequate charging infrastructure in Europe is a significant barrier to electric vehicle sales, prompting domestic companies to focus on solid-state battery production to alleviate consumer range anxiety [6] Future Opportunities - The demand for energy storage is expected to surge in the coming years, presenting significant opportunities for battery manufacturers, as energy storage becomes a crucial component for energy consumption and power assurance [6] - European policies are promoting local battery production, with associations like RECHARGE and BEPA advocating for a strategic report to build a domestic supply chain, which may create initial barriers for companies expanding abroad but ultimately presents both challenges and opportunities [6]

Group 1 - The core viewpoint of the article highlights the explosive growth of the large cylindrical battery and all-tab technology market, with a projected increase of over 15% in China's cylindrical battery shipments by 2025, and a growth rate exceeding 40% for large cylindrical batteries [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 emphasizes 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 will feature the release of the 2026 China Cylindrical Battery Comprehensive Competitiveness Ranking, providing authoritative references for procurement in the industry [3] - The forum will include discussions on cutting-edge technologies, processes, and materials related to cylindrical batteries, fostering innovation and collaboration among industry leaders [3][6] - The agenda includes specialized 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] Group 3 - The event is organized by Qidian Lithium Battery and Qidian Research Institute (SPIR), with an expected attendance of over 600 participants [6] - Notable companies invited to participate include EVE Energy, CATL, BYD, and various others from the cylindrical battery supply chain, indicating a strong industry interest [10] - The forum will also address the challenges and advancements in the industrialization of all-tab large cylindrical batteries, including their applications in emerging fields like robotics and drones [8]

近日邢台市生态环境局公开了邢东(河北)锂电科技有限公司"12GW高性能锂离子储能电池项目一期"受理情况。 起点舞电 全球 第三章 | 智慧 台 服 务 内 容 F 品牌服务 研究咨询 资本服务 政府服务 品牌 论坛 数据 融资 IPO 规划 研究 招商 调研 咨询 宣传 展会 报告 服务 报告 服务 를 밝 品牌 募投 投资 国区 政府 会员 亚亚 服务 簧划 顾问 报告 顾问 宣传 定位 顾问 合作咨询 郎先生 189 3802 3176 创新突破：2026年1月取得新型隔膜专利，通过双面陶瓷浆料层和固态电解质层设计，穿刺强度提升100%，无需注液工序，直接提升电池安全 性和一致性。 产品矩阵：主打54173204、71173204方形铝壳电池，应用于储能电站、工商业储能及动力设备（如叉车、重卡），能量密度较卷绕工艺高 13%，支持5C瞬时放电。 往 期 回 顾 | 01 | ｜ | 浙江锋锂："双高"性能锚定低空市场 21700-7.5 Ah圆柱电芯已启动交付 | | --- | --- | --- | | 02 | ｜ 宁德时代发布"天行II"轻商系列解决方案 | | | 03 | ｜ 天合光能连签两大 ...