Global Energy Storage Battery Shipment Analysis and Forecast - The report from Qidian Research Institute SPIR indicates that global energy storage battery shipments are projected to reach 358 GWh in 2024 and 637 GWh in 2025, representing a year-on-year growth of 77.93%. By 2030, shipments are expected to reach 2380 GWh. The main drivers for this growth include the transition in the global energy structure towards renewable energy sources like solar and wind, which increases the demand for energy storage batteries [2][3] - The demand for energy storage on the grid side is also expected to grow rapidly due to the increasing need for stability and flexibility in power systems, especially with the large-scale integration of renewable energy sources. Grid-side storage can effectively balance power supply and demand fluctuations, enhancing system stability [2] Market Concentration and Competitive Landscape - By 2025, the concentration ratio (CR6) of the energy storage cell industry is expected to reach around 50%, indicating a highly concentrated competitive landscape characterized by "one strong player and many strong challengers" along with emerging dark horses. CATL remains the leader, while companies like Chuangneng New Energy have rapidly entered the top five within four years [6] - Lithium iron phosphate (LFP) has become the dominant choice for energy storage cells, holding over 90% of the global market share. The ability to innovate in storage technology and control costs has become a significant competitive barrier for leading companies. The industry is anticipated to undergo a deep reshuffling period in the next two years, where technological innovation and scale advantages will be crucial for companies aiming to emerge as dark horses [8] Top 20 Energy Storage Battery Suppliers in China for 2025 - According to Qidian Research Institute SPIR, the top 20 energy storage cell suppliers in China for 2025 include CATL, EVE Energy, Chuangneng New Energy, Zhongchuang Innovation, Ruipu Lanjun, BYD, Guoxuan High-Tech, Penghui Energy, Rongjie Energy, Ganfeng Lithium, Zhongtian Energy, Xinwanda, Desay Battery, Haishida, Lishen Battery, Trina Storage, Kunyu Power, Nandu Power, Dufeng New Energy, and Xinneng An [9]

Core Viewpoint - The first GWh-level power and energy storage battery super factory in Russia has officially commenced production, built by Rosatom, a well-known nuclear energy development company in Russia [2]. Group 1 - The factory is located in the Neman district of Kaliningrad and has a planned total capacity of 4 GWh, equivalent to approximately 1.5 million charging modules or power batteries for tens of thousands of electric vehicles [2]. - The factory is designed not only for transportation but also for broader applications, including energy storage, logistics, and industrial equipment [2]. - Rosatom's CEO, Alexey Likhachev, described the battery factory as a breakthrough achievement, emphasizing that energy storage systems are foundational for numerous industries [2]. Group 2 - The factory is a complete battery production cycle facility, covering everything from battery chemical materials to finished batteries and components [3].

2 起点锂电 \ 2 起点固态电池 先手检修减产，后手扩建产能， 龙蟠科技又要新建产能！ 1月4日龙蟠科技发布公告称，公司控股子公司常州锂源新能源科技有限公司拟与江苏省金坛华罗庚高新技术产业开发区管理委员会签署合作 协议，投资建设高性能锂电池正极材料项目。 项目计划总投资不超过20亿元，资金来源为公司自有资金或自筹资金。 项目分为两期实施，其中一期计划建设12万吨，预计建设周期为9个月。项目产品主要为磷酸铁锂，公司承诺项目于2026年一季度启动建 设，2026年三季度竣工投产，一期项目建成后产能不低于12万吨/年。 往 期 回 顾 | 01 | ｜ 全球第二递表港交所！斩获储能订单超69GWh | | --- | --- | | 02 | ｜ 20.8亿元！盛新锂能全资控股木绒锂矿 | | 03 | ｜ 央视聚焦！新能安"雪豹电池"已量产交付数十万套 | | 04 | ｜ 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4月深圳 | | | 举办！ | 起点锂电&固态年度计划表 01月~02月 2026起点锂电&固态电池全国行 04月10日 2026 (第6届)起点锂电两轮车换电大会 ...

Core Viewpoint - The 2026 China Two-Wheeled Vehicle Battery Swap and Lightweight Power Battery "Luban Award" aims to encourage innovation in battery swap technology and battery materials, recognizing companies that have made significant contributions in these areas [2]. Group 1: Award Selection Background - The Luban Award is a collaborative initiative involving over 100 industry experts, entrepreneurs, research institutions, and media to promote advancements in the two-wheeled vehicle battery swap and battery industry [2]. - Companies participating in the award must demonstrate technological innovation or significant advancements in the battery swap and battery industry, submitting relevant patent proofs and descriptions of their innovations [2]. Group 2: Award Selection Process - The selection process includes self-nomination by companies, recommendations from Qidian Lithium Battery and Qidian Two-Wheeled Vehicles, candidate material review, committee voting, announcement of results, and an award ceremony [2]. - The timeline for the award includes registration from January 1, 2026, to March 20, 2026, expert review from March 21, 2026, to March 31, 2027, and the award ceremony on April 10, 2026, during the Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference [3]. Group 3: Award Categories - The award categories include: - Most Influential Brand for Two-Wheeled Vehicle Operators in 2026 - Most Influential Brand for Rider-Specific Electric Two-Wheeled Vehicles in 2026 - Best Technological Innovation Award for Lithium Batteries in Two-Wheeled Vehicles and Battery Swap - Best Technological Innovation Award for Sodium Batteries in Two-Wheeled Vehicles and Battery Swap - Best Technological Innovation Award for BMS in Two-Wheeled Vehicles and Battery Swap - Best Technological Innovation Award for Charging/Switching Cabinets in Two-Wheeled Vehicles - Best Service Provider Award for Software/Hardware Systems in Two-Wheeled Vehicle Battery Swap [5]. Group 4: Application Process - Companies must fill out an application form that includes their full name, website, contact person, email, and details about their innovative technologies or patents [5]. - Additional required materials include a high-resolution company logo and up to five clear product images, which should be sent to the organizing committee's email [5].

Event Overview - The 2026 (6th) Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference and the Luban Award Ceremony for Lightweight Power Batteries will be held on April 10, 2026, in Shenzhen [2][4]. - The theme of the event is "Co-creating a New Chapter in Lightweight Power and Leading the Future of Two-Wheeled Battery Swapping" [2]. Agenda Highlights - The conference will feature a forum opening ceremony and the Luban Award ceremony for lightweight power batteries from 09:00 to 09:30 [3]. - A specialized session on battery swapping and technology will take place from 09:30 to 12:00, focusing on topics such as the release of the "2026 China Lightweight Power/Two-Wheeled Vehicle Battery Swap TOP20 Ranking and Industry White Paper" [3][5]. - Afternoon sessions will cover electric motorcycles and bicycles, including discussions on battery safety design, high-performance battery solutions, and the future of battery technology in electric bicycles [5]. Participation Scale - The event is expected to host over 400 companies and 600 guests, including major players in the electric two-wheeled vehicle and battery sectors [4]. - Notable participating companies include Yadea, Aima, and Niu Technologies, among others [6][7]. Registration Details - Various registration options are available, including SVIP for 3188 RMB, VIP for 2188 RMB, and a free option contingent on social media promotion [9]. - The registration deadline is March 31, 2026, and on-site registration will not be accepted [9].

Group 1 - The supply of power batteries for automotive companies has eased, but the shortage of energy storage batteries persists, leading to price increases across the lithium battery industry [2] - Due to battery supply shortages, the delivery of several new energy vehicle models has been slow, affecting models like Li Auto's i6 and NIO's new ES8 [2] - From early December 2025, many manufacturers of lithium iron phosphate cathode materials have initiated price hikes, with increases of 2000 to 3000 yuan per ton, driven by demand for energy storage and rising costs of raw materials like lithium carbonate [2] - Dejia Energy announced a price increase of 15% for its battery products effective December 16, 2025, to ensure stable delivery and quality [2] Group 2 - Funeng Technology indicated on its investor interaction platform that the rise in lithium battery prices is a trend driven by increased raw material costs and expanding market demand [3]

Core Viewpoint - The article highlights the significant rebound in Tianqi Materials' performance, with a projected net profit for 2025 between 1.1 billion and 1.6 billion yuan, representing a year-on-year growth of approximately 127.31% to 230.63% [2] Group 1: Financial Performance - Tianqi Materials expects a net profit of approximately 1.1 billion to 1.6 billion yuan for 2025, which is a substantial increase compared to the 480 million yuan net profit in 2024 [2] - The company's Q1 2025 revenue was about 3.49 billion yuan, a year-on-year increase of approximately 41.6%, with a net profit of around 150 million yuan, up 30.8% [3] - For the first half of 2025, revenue reached approximately 7.03 billion yuan, a 29% increase year-on-year, with a net profit of 268 million yuan, reflecting a 12.79% growth [3] Group 2: Market Dynamics and Strategy - The growth in Tianqi Materials' performance is attributed to the increasing demand in the new energy vehicle and energy storage markets, along with effective capacity ramp-up and cost control [3] - The company has secured large-scale orders from several key players in the industry, including a production target of 2.9 million tons, with expected revenue of around 50 billion yuan [5] - The price of lithium hexafluorophosphate has doubled since July, positively impacting the prices of electrolytes, which rose from 20,000 yuan per ton to over 30,000 yuan per ton [5] Group 3: Technological Advancements - Tianqi Materials has invested significantly in R&D, with expenses reaching 660 million yuan in 2024, accounting for about 5% of revenue, and the number of R&D personnel exceeding 700, a growth of over 25% [4] - The company has developed proprietary technologies, including the ability to produce lithium hexafluorophosphate in-house and advancements in liquid production technology, which streamline the manufacturing process [6] - Tianqi is also preparing for future trends in solid-state batteries, with plans to achieve a production capacity of 1,000 tons by 2026 [6] Group 4: Global Expansion - The company is expanding its production capacity overseas, with projects in Morocco and the United States underway [7] - Tianqi Materials aims to deepen its global strategy, focusing on markets in North America, Europe, and Southeast Asia [8]

宁德时代加码贵州，新增产能30GWh 据贵州日报2025年12月31日发布消息显示， 宁德时代近期已与 贵安新区 正式签署 投资合作协议。 根据协议，宁德时代将在已建成投产的宁德时代（贵州）新能源动力及储能电池生产制造基地一期项目的基础上， 投资建设二期项目，规划 设计年产能30GWh动力及储能电池。 项目占地面积约550亩，将 延续"灯塔+零碳工厂"标准，打造高自动化产线，与一期形成协同效应。 回溯来看， 宁德时代 贵州基地一期于2021年11月落地，2023年10月建成投产，年产能同样为 30GWh。 随着二期项目落地，宁德时代在 贵安新区的总产能将达60GWh。 2025年末，锂电扩产潮还在持续！起点锂电注意到，在12月又有三大电池项目签约落地、进度更新，合计新增产能达到101 GWh。 01 据观察，2025年以来， 宁德时代持续开启产能大扩张模式。 11月， 江苏时代新能源灯塔工厂产业基地三期（LY9）项目签约落地溧阳高新区， 计划总投资不超过100亿元，新建年产能60GWh新能源 灯塔工厂产业基地三期项目（即LY9项目）。目前， 江苏时代已成为宁德时代最大制造基地之一， 不完全统计，宁德时代在溧阳 ...

Core Viewpoint - The article discusses the recent developments regarding EVE Energy's IPO process in Hong Kong, highlighting the implications of the expiration of its initial application and the subsequent resubmission of its listing documents, along with updates on its business performance and funding plans [2][4][5]. Group 1: IPO Process and Market Response - EVE Energy's initial IPO application submitted on June 30, 2025, has expired as of December 30, 2025, leading to concerns about its listing progress [2]. - The company responded by stating that the resubmission of documents is a normal procedure due to the extended IPO process in the current market environment, asserting that it will not significantly impact the overall IPO timeline [2][4]. - EVE Energy has refiled its application with the Hong Kong Stock Exchange in early January 2026, with CITIC Securities as its sole sponsor [4]. Group 2: Business Performance and Financials - EVE Energy is recognized as a leading lithium battery platform globally, excelling in consumer, power, and energy storage battery sectors, with a comprehensive R&D platform [4]. - The company reported revenues of 36.30 billion yuan in 2022, 48.78 billion yuan in 2023, and 45.00 billion yuan in the first nine months of 2025, with profits showing a steady increase [6]. - The latest financial data indicates a consistent upward trend in gross profit, with figures of 5.79 billion yuan in 2022, 8.12 billion yuan in 2023, and 7.18 billion yuan in the first nine months of 2025 [6]. Group 3: Funding and Project Updates - EVE Energy's funding plans have shifted; the latest IPO proposal indicates that the net proceeds will be used solely for the construction of its Hungarian production base and for working capital, excluding the previously planned Malaysian project [5][6]. - The Hungarian project, which is set to supply BMW's European market, has commenced construction and is expected to be operational by 2027 with a planned capacity of 30GWh [6]. Group 4: Market Expansion and Product Development - EVE Energy has expanded its customer base in the power battery sector, partnering with multiple automakers and increasing the number of models it supplies [8]. - The company achieved a total installed capacity of over 27GWh in the domestic market from January to November 2025, ranking fifth in the industry [9]. - In the commercial vehicle market, EVE Energy's installed capacity reached 16.43GWh, holding a market share of approximately 13% [10]. Group 5: Energy Storage Sector Growth - EVE Energy's energy storage segment has also seen significant growth, with total shipments of 48.41GWh in the first three quarters of 2025, surpassing the power segment [12]. - The company has secured over 69GWh in energy storage orders, benefiting from a surge in domestic and international demand [12][14]. - EVE Energy is actively expanding its energy storage battery production capacity, with ongoing projects in both domestic and overseas markets [16].

Core Viewpoint - The article highlights the rapid growth of the aluminum industry and the importance of upstream and downstream collaborative innovation, focusing on Xiamen New Energy Technology's advancements in the battery sector, particularly with their "Snow Leopard Battery" [2]. Group 1: Company Achievements - Xiamen New Energy Technology has gained significant media attention and official recognition, being featured in CCTV and included in Fortune's list of China's Top 50 Tech Companies, reflecting its commitment to technological innovation and industry advancement [2]. - The "Snow Leopard Battery" has been mass-produced and delivered in tens of thousands of units, serving as the core power source for various flagship models from brands like Niubike, Wuyang Honda, and Yadea [3]. Group 2: Product Innovations - The "Snow Leopard Battery" offers a range of advanced features, including over 100 kilometers of range on a single charge, wide temperature adaptability, and the ability to maintain over 95% capacity at -20°C, ensuring reliable performance in winter conditions [2]. - It also boasts a high discharge rate of 2.3C, with peak discharge capabilities reaching 70A, providing strong power for acceleration and a cycle life of up to 800 times, balancing performance and longevity [2].