Core Insights - The core viewpoint of the article is the rapid growth and potential of the sodium-ion battery industry, with significant increases in production and market penetration expected in the coming years [2][9]. Group 1: Industry Overview - The global sodium-ion battery shipments are projected to rise from 3.6 GWh in the previous year to 9 GWh in 2025, marking a year-on-year growth of 150% [2]. - Key application areas for sodium-ion batteries include energy storage, light electric vehicles, start-stop power sources, electric engineering vehicles, new energy vehicles, and AI data centers, with notable increases in market share and penetration rates [2]. - Major players in the sodium-ion battery market include leading Chinese companies such as CATL, BYD, and EVE Energy, as well as international firms like LG Energy, Volkswagen PowerCo, and Acculon Energy [2]. Group 2: Market Dynamics - The average market price for mainstream sodium-ion cells in 2025 is expected to be between 0.50 and 0.6 yuan/Wh, with an average of 0.55 yuan/Wh. By 2030, prices are anticipated to drop to 0.25 yuan/Wh, making them cheaper than lithium-ion and lead-acid batteries [6]. - The sodium-ion battery market is expected to reach a scale of 1051 GWh by 2030, driven by factors such as reduced production costs, increased penetration in energy storage markets, and the growth of applications in electric vehicles and data centers [9]. Group 3: Competitive Landscape - The top 10 companies in global sodium-ion battery shipments for 2025 include Weike Technology, Haishida Sodium Star, CATL, BYD, and others, while the next tier includes companies like Sodium Beauty New Energy and Huana Xineng [3][4].

自嵊州市融媒体中心的消息显示，近日， 比亚迪新能源动力电池生产基地项目二期、三期联合通线仪式在浙江省绍兴市嵊州市举行。 据悉，比亚迪新能源动力电池生产基地二期项目 总投资约 60 亿元 ，核心建设年产 15GWh 新能源刀片电池生产线，全部达产后，预计年产 值达 75 亿元。三期项目则是比亚迪迈向"世界级储能基地"的重要一步，规划总投资 50 亿元，重点建设年产 15GWh 储能电池生产线，全 部达产后预计年产值达 75 亿元。 从时间线上来看，早在 2021 年 8 月，比亚迪与嵊州市签订投资协议，正式确定在嵊州投资建设新能源动力电池项目。 2021 年 10 月，项目动工建设，标志着一期工程正式启动； 2022 年 6 月 14 日，一期项目正式通线投产，总投资 70 亿元，建成年产 15GWh DM-i 专用刀片电池生产线。 8 月 7 日，广东汕尾弗迪项目环评公示，计划生产 15GWh 动力电池，预计 2025 年建设。 8 月 25 日，郑州比亚迪新增"动力电池生产线扩充项目"和"液冷板生产线建设项目"，总投资 50 亿元。 2023 年，一期项目实现产值营收双超 100 亿元，带动就业 1 万余人 ...

CINE2026（第三届）固态电池及钠电国际展 一、 展会论坛组织架构 展会 活动 名称： CINE2026（第三届）固态电池及钠电国际展 同期活动： 起点固态电池 起点钠电 起点研究 活动规模： 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 2026起点固态电池年会暨固态电池金鼎奖颁奖典礼 2026起点钠电行业年会暨钠电金鼎奖颁奖典礼 主办单位： 搭建时间： 2026年11月4日-5日 展会时间： 2026年11月6日-7日 （周五、周六） 举办地点： 广州南沙国际会展中心 2楼船厅、广州厅和南沙厅 二、 展会及论坛议程 | 日期 | 具体时间 | 地点 | 具体活动名称 | | --- | --- | --- | --- | | 2026 年 11月6日-7日 | 9:00-17:00 | 广州南沙国际会展中心 2 楼船厅及广州 厅 | CINE2026(第三届)钠电及固态电池国际展 | | 2026 年 11 月 6 日-7 日 | 9:00-18:30 | 广州南沙国际会展中心二楼南沙 AB 厅 | 2026 起点钠电行业年会暨钠电金鼎奖颁奖 典礼 | | 2026 年 11 ...

Core Viewpoint - The energy storage sector is experiencing a surge in orders as major enterprises secure significant contracts, indicating a robust demand for energy storage solutions in 2026 [2][3]. Group 1: Demand Side - Central and state-owned enterprises are leading a new round of tenders for energy storage equipment, including a 7GWh battery cell and 5GWh system procurement by State Power Investment Corporation [2]. - China Mobile announced a procurement notice for 2.6GWh lithium iron phosphate batteries at the end of 2025, alongside a 2GWh independent energy storage project in Karamay [2]. Group 2: Supply Side - Several energy storage cell manufacturers are reporting strong initial orders for 2026, supporting capacity consumption [2]. - EVE Energy signed a strategic cooperation framework agreement with Loshi Energy for a three-year plan to produce 20GWh of energy storage batteries, with 10GWh allocated for large batteries [2]. - CATL and Siyuan Electric signed a memorandum of cooperation targeting a collaboration of up to 50GWh [2]. Group 3: New Player Emergence - A new energy storage battery company, Pengcheng Infinite, has secured a significant 60GWh cooperation agreement, marking a major entry into the market [3][4]. - The partnership with Shanghai Haixi Industrial Communication Co., Ltd. aims to enhance industry chain efficiency and develop competitive energy storage system products [5][6]. Group 4: Strategic Partnerships - The collaboration between Pengcheng Infinite and Haixi Communications is designed to create a deep, multi-dimensional partnership, focusing on product synergy, technology complementarity, and joint market development [6]. - Pengcheng Infinite also signed a strategic cooperation agreement with China Energy Engineering Group's subsidiary, ensuring competitive supply of battery cells and prioritizing production capacity allocation [7]. Group 5: Market Recognition - The recent partnerships reflect market recognition of Pengcheng Infinite's technology, products, and services, helping to solidify its position in the energy storage industry [8]. Group 6: Production Capacity Expansion - Pengcheng Infinite is accelerating its production capacity, with plans to reach a total capacity of 69GWh by 2026 [16][18]. - The company has signed contracts for multiple projects, including a 27GWh battery cell production project in Shandong with an investment of 5.5 billion yuan, and a similar project in Yibin, Sichuan [18].

1月6日上午，安庆经开区年产20GWh动力电池项目开工，拉开今年重大项目建设序幕，全力冲刺新年"开门红"。安庆市人民政府副市长章洪 海宣布项目正式开工，安庆经开区管委会主任杨旭东、得壹能源总经理李中兵分别致辞。 得壹能源总经理李中兵表示，项目实现"拿地即开工"，充分体现了园区务实高效的营商服务。企业将加快建成数字化、智能化的全球领先动 力电池工厂，为安庆汽车产业发展贡献力量。 年产20GWh动力电池项目由安徽宜创能源科技有限公司投资建设，项目总投资约48.5亿元，新建生产厂房及其配套设施约30万平方米，建设 动力电池生产线，预计达产后可形成年产20GWh动力电池的生产能力，年产值不低于100亿元。 | 顾 | | --- | | 回 | | 期 | | 往 | | 01 | ｜ | 扩产持续！多个锂电材料项目更新！ | | --- | --- | --- | | 02 | ｜ | 鹏辉能源推进港股上市！ | | 03 | ｜ | 20GWh储能订单落地！亿纬年度合作超89GWh | | 04 | ｜ 举办！ | 2026起点锂电两轮车换电大会暨轻型动力电池鲁班奖颁奖典礼定档2026年7月深圳 | 锂电交流群— ...

Core Viewpoint - The article discusses the challenges and advancements in the commercialization of solid-state batteries, particularly focusing on polymer-based solid-state batteries as a more viable option compared to inorganic solid-state batteries [36][38]. Group 1: Current Challenges in Solid-State Battery Development - The Chinese Ministry of Science and Technology and the Ministry of Industry and Information Technology established a 6 billion yuan fund to accelerate solid-state battery technology, but sample submission has been delayed and testing results are not promising [2]. - Key issues identified include safety concerns where some solid-state batteries perform worse than high-end liquid lithium batteries [3], engineering pressures due to the need for high pressure to maintain solid-solid interface contact [4], and cost-performance imbalance where energy density improvements are minimal compared to significantly higher costs [5]. Group 2: Advantages of Polymer-Based Solid-State Batteries - Polymer-based solid-state batteries have shown significant improvements in ion conductivity, with room temperature ion conductivity now exceeding 10⁻³ S·cm⁻¹ [12]. - The electrochemical stability window has been effectively expanded, allowing compatibility with high-voltage cathodes, with advanced polymer systems achieving stability beyond 5V [13]. - The unique interface adaptability of polymer electrolytes allows for stable operation without the need for external high pressure, significantly reducing interface resistance compared to inorganic solid-state electrolytes [17]. - Polymer electrolytes are highly compatible with existing lithium-ion battery production processes, requiring minimal modifications and thus lowering capital investment risks [19]. - Over 90% of the raw materials for polymer systems can be sourced from existing chemical supply chains, avoiding reliance on scarce strategic metals, which supports rapid and cost-effective large-scale production [22]. Group 3: Systemic Challenges of Inorganic Solid-State Electrolytes - Inorganic solid-state electrolytes face severe challenges, including the need for revolutionary manufacturing processes and high production costs, with sulfide electrolytes costing approximately 50 times more than polymer systems [26][29]. - The supply chain for inorganic materials is still in its infancy, requiring extensive development time that does not align with the fast-paced industry [27]. - Inherent safety risks associated with inorganic electrolytes, such as thermal instability and brittleness, pose significant barriers to their commercialization [30][33]. Group 4: Commercialization Pathways - The commercialization pathway for polymer systems is characterized by gradual improvements that align well with existing industry ecosystems, facilitating smooth upgrades [34]. - In contrast, inorganic systems require a complete overhaul of infrastructure and supply chains, leading to higher capital investments and longer timelines for market readiness [38]. - Polymer-based solid-state batteries are projected to achieve large-scale commercial application by 2026, providing a reliable technological foundation for the transition to electric vehicles and energy transformation [37].

Core Viewpoint - The collaboration between CATL and NIO has been renewed for another five years, focusing on technology, ecology, and market development in the battery swapping sector [2][3]. Group 1: Technical Collaboration - The partnership aims to jointly develop long-life batteries and battery swapping adaptation technologies [2]. - NIO's requirement for long-life batteries is a lifespan of 15 years, with a health status of no less than 85% at the end of life [3]. Group 2: Ecological and Market Development - The two companies will work together to establish battery swapping technology standards and share network resources, enhancing battery leasing collaboration [2]. - They plan to strengthen brand promotion both domestically and internationally to increase market share [2]. Group 3: Strategic Importance - NIO's focus on long-life batteries is driven by the need to reduce battery replacement costs, which are expected to peak between 2025 and 2032 [4]. - The collaboration is seen as a strategic move to create the world's largest battery swapping network, with a unified battery standard [5]. Group 4: Financial and Operational Synergies - NIO's partnership with CATL is crucial for alleviating financial pressures, as CATL's investment can support NIO's rapid expansion of battery swapping stations [5]. - The dual-network model for battery swapping is expected to enhance user experience and operational efficiency [5][6].

一、 展会论坛组织架构 展会 活动 名称： CINE2026（第三届）固态电池及钠电国际展 同期活动： CINE2026（第三届）固态电池及钠电国际展 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 搭建时间： 2026年11月4日-5日 2026起点固态电池年会暨固态电池金鼎奖颁奖典礼 2026起点钠电行业年会暨钠电金鼎奖颁奖典礼 主办单位： 起点固态电池 起点钠电 起点研究 活动规模： 展会时间： 2026年11月6日-7日 （周五、周六） 举办地点： 广州南沙国际会展中心 2楼船厅、广州厅和南沙厅 二、 展会及论坛议程 | 日期 | 具体时间 | 地点 | 具体活动名称 | | --- | --- | --- | --- | | 2026 年 11月6日-7日 | 9:00-17:00 | 广州南沙国际会展中心 2 楼船厅及广州 厅 | CINE2026(第三届)钠电及固态电池国际展 | | 2026 年 11 月 6 日-7 日 | 9:00-18:30 | 广州南沙国际会展中心二楼南沙 AB 厅 | 2026 起点钠电行业年会暨钠电金鼎奖颁奖 典礼 | | 2026 年 11 ...

2024年，锂电产能过剩情绪下，价格战尤为激烈，产业链大部分企业面临业绩下滑压力。其中鹏辉能源出现上市以来首次亏损 。 但到了 2025年第三季度，鹏辉能源业绩暴涨。前三季度实现营业收入75.81亿元，同比增长34.23%；归母净利润实现扭亏1.15亿元，同比 增长89.33%。三季度单季营收约32.8亿元，同比增长约75%； 净利润约 2亿元，同比暴增约977%。 业绩上修的背后得益于储能市场的突破， 鹏辉能源近期表示，公司海外大储订单较往年有较大增量变化。 目前大储产品基本满产，主要产品 排产预计到明年上半年。 据 起点研究院SPIR发布的《2026全球储能行业白皮书》报告显示， 2025年预计储能电池出货量637GWh，同比增长77.93%。其中在 中 国储能电芯出货量TOP20企业中， 鹏辉能源位列行业第九，增长可期。 | | 2025年 | | 中国储能电芯top20 | | | | --- | --- | --- | --- | --- | --- | | 1 | 宁德时代 | | 11 | 赣锋锂电 | | | 2 | 亿纬锂能 | | 12 | 中天储能 | | | 3 | 無理信託 | FI ...

Core Viewpoint - The lithium battery expansion trend will continue for a long time, with multiple upstream material projects ramping up production around the New Year [3]. Group 1: Positive and Negative Electrode Materials / Electrolyte Projects - Yichang Bangpu's 450,000-ton lithium iron phosphate project was launched on December 29, with a total investment of 5.6 billion yuan, featuring the fourth-generation lithium iron phosphate technology and the largest single production line capacity in China [6]. - Zhongwei Co. initiated a phosphate mine project in Guizhou on December 31, with an annual capacity of 2.8 million tons and a 10-year validity period, focusing on resource layout in the next three years [7]. - Longpan Technology announced a 240,000-ton high-pressure lithium iron phosphate project in Jiangsu, with a planned investment of 2 billion yuan, set to start construction in Q1 and begin production in Q3 [8]. - Zhongkuang Resources' 30,000-ton lithium salt technical transformation project has completed trial operation, with an investment of 121 million yuan aimed at improving lithium recovery rates and reducing production costs [9]. - Fulin Precision's subsidiary plans to invest approximately 6 billion yuan in a 500,000-ton lithium iron phosphate project in Inner Mongolia, with additional projects for precursor materials [11]. - Tian Nuo Ju Neng's silicon-based negative electrode material project was launched on December 28, focusing on high-performance pre-lithium silicon oxide materials [13]. - Fujian Zhong Carbon's 20,000-ton negative electrode coating material project is in the equipment installation phase, with a total investment of 260 million yuan [14]. - Tianmu Xiandao's silane gas project for silicon-carbon negative electrodes has completed registration, with a planned investment of 500 million yuan [15]. - Shanghai Keyun's 10,000-ton porous carbon project has been signed, with an expected output value of no less than 1 billion yuan [16]. Group 2: Electrolyte Projects - Sinochem announced two overseas projects in Poland and Saudi Arabia on December 31, with investments of 200 million yuan and 260 million USD, respectively, to expand production capacity [18]. - Despite multiple projects being launched, some projects are slowing down, such as Longpan Technology's planned production reduction of 5,000 tons for maintenance [18]. - The industry is focusing on balancing production capacity expansion with maintaining product profitability, as companies aim to improve quality and performance while managing costs [19][20]. Group 3: Battery Factory Expansion and Material Demand - The expansion of battery factories is driven by the explosive demand for energy storage, with expectations of stable growth in both power and energy storage batteries before 2030 [22]. - Major battery manufacturers are actively seeking new collaborations and releasing production capacity, leading to increased demand for high-quality materials [22]. - The competitive landscape among top battery manufacturers is intensifying, with a focus on technological iterations and resource binding with upstream suppliers [23]. - The expansion of positive electrode materials is expected to trigger a wave of production increases across the supply chain, including negative materials, separators, and electrolytes [24].