Core Viewpoint - The 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony were successfully held, highlighting the advancements and contributions in the lithium battery sector [2]. Group 1: Event Highlights - The event featured the participation of Zhou Fuhua, Chairman of Times United, as a special guest and award presenter for the "2025 Annual Lithium Battery Industry Contribution Award" [4]. - The invitation to Zhou Fuhua reflects the industry's recognition of Times United's strength and its authoritative position in the large cylindrical lithium battery sector [6]. Group 2: Company Focus and Achievements - Times United has focused on the research, production, and industrialization of large cylindrical lithium batteries for many years, achieving leading positions in energy density, safety performance, and cycle life [6]. - The company's core products, characterized by "high energy density, high safety factor, and long cycle life," have been successfully applied in various fields, including power batteries and outdoor energy storage [8]. - Looking ahead, Times United aims to continue focusing on the iteration of large cylindrical lithium battery technology and capacity upgrades to inject stronger momentum into the development of the lithium energy storage industry [9].

Group 1 - The core project of Shanxi Pengbo New Materials Co., Ltd. for producing 100,000 tons of high-performance lithium iron phosphate cathode materials is over 50% complete, with a total investment of 1.85 billion yuan and an expected annual output value of 3 billion yuan upon completion [2] - The project will utilize advanced oxalic acid and lithium dihydrogen phosphate technology, offering advantages such as long high-temperature cycle life, high capacity, and high compaction, catering to the lithium-ion battery and new energy market demands [2] - The local government has effectively supported the project by resolving land issues and expediting necessary approvals, with the project being recognized as a provincial key project [2] Group 2 - The Yangquan High-tech Zone is focusing on a full-chain development strategy encompassing "materials—batteries—applications—recycling," promoting both lithium and sodium battery sectors [3] - Existing projects in the area include a 20GWh sodium battery expansion and a 2,000-ton hexafluorophosphate lithium project that has already commenced production, contributing to the establishment of a robust industrial foundation [3] - Future plans include enhancing key segments of the industrial chain, such as lithium manganese iron phosphate projects and upstream sodium battery material projects, to accelerate the construction of independent energy storage projects [3]

Group 1 - The core project, "Chuyuan Century," has officially commenced production, marking a significant advancement in the renewable energy industry in Meishan, Sichuan Province [2] - The energy storage system functions like a large "power bank," charging during low electricity demand periods and discharging during peak times, effectively alleviating grid pressure and reducing user electricity costs [2] - The project is expected to generate over 700 million yuan in revenue by 2026, with approximately 30% of orders coming from overseas markets [2] Group 2 - The project represents a collaborative effort between the company and Renxian County, which is actively promoting the development of the new energy industry to achieve high-quality economic growth [3] - The Renxian Economic Development Zone has already attracted three lithium battery storage-related enterprises and plans to further develop the supply chain by attracting core manufacturing companies during the 14th Five-Year Plan period [3]

Core Viewpoint - The article highlights the significant achievements and innovations of Pioneering Technology in the lithium battery industry, particularly in commercial energy storage and lightweight power battery sectors, as recognized by the 2025 Golden Ding Award [4][15]. Group 1: Industry Events - The 2025 (10th) Lithium Battery Industry Annual Conference and Golden Ding Award Ceremony took place in Shenzhen, gathering industry elites, technical experts, and leading companies to discuss industry trends and witness technological breakthroughs [2]. Group 2: Company Achievements - Pioneering Technology won two prestigious awards at the 2025 Golden Ding Awards: the "2025 Annual Industrial Energy Storage Battery Technology Innovation Award" and the "2025 Annual Lightweight Power Battery Technology Innovation Award" [4]. - The company has established a comprehensive self-research capability across the entire chain from battery cells, BMS, EMS to PCS and system integration, providing high safety, long-life, and intelligent energy storage system solutions for global customers [6]. Group 3: Project Implementation - In a 5MW/5MWh energy storage backup project implemented in a coal mine in Guizhou, Pioneering Technology utilized an integrated architecture of "energy storage converter + liquid-cooled energy storage container + energy management system" to achieve intelligent switching among three modes: peak shaving, standby backup, and off-grid supply [7]. - This project effectively addresses the safety issues of power outages in coal mines, significantly reduces electricity costs annually, and is eligible for local financial subsidies of up to 2 million yuan, setting a replicable benchmark for "safety + economy" in energy storage [7]. Group 4: Competitive Strategy - Pioneering Technology's lightweight power battery business leverages 16 years of lithium battery technology accumulation and comprehensive self-research capabilities to create a diverse product matrix covering electric two, three, and four-wheel vehicles, shared battery swapping, and automotive start-stop scenarios [8]. - The company has established a collaborative supply system with dual bases in Yangzhou and Hefei, achieving a battery production capacity of 13GWh, with plans to gradually expand to 20GWh [10]. - Due to rapid market demand growth, production lines are currently operating at full capacity, and new production lines are being gradually constructed to ensure market supply [10]. Group 5: Product Differentiation - Pioneering Technology focuses on a dual technology route of lithium iron phosphate and sodium batteries to build differentiated competitive advantages, emphasizing core selling points such as high safety, long life, and wide temperature adaptability [12]. - The company aims to transfer its extensive experience in the energy storage field to lightweight power scenarios, achieving rapid validation and mass delivery of products [12].

12月19日，2025第十一届起点锂电行业年会暨起点锂电十周年庆典在深圳举行。 深圳 市瑞能实业股份有限公司（简称"瑞能股份"）凭借其深度契合用户需求的测试解决方案 与突出的市场口碑，获颁"2025年度锂电行业客户信赖品牌" ，该奖项不仅彰显了瑞能 股份在电池检测与智能制造领域的领先优势，更是对公司在技术创新、质量控制、服务 响应与合作协同等方面卓越表现的全面认可。 01 技术创新 构建全链条测试服务体系 作为电池检测与智能制造领域的领先企业，瑞能股份始终将技术创新视为服务客户的根基。公司紧密围绕行业发展中关键需求及核心痛点，持续加大研发投 入， 构建了覆盖电芯、模组/PACK、电池簇及储能系统全链条的测试解决方案，并整合电芯化成分容、模组/PACK自动化测试等环节，形成了贯穿电池全 生命周期的技术服务体系。 通过深度融合自研AI电池健康数据大模型，助力客户实现从制造端到应用端的全流程质量管控，将技术服务从"单一工具"升级 为"系统赋能"，持续提升生产效率、降低成本，赋能产业智能化升级。 02 客户为本 夯实服务与品质双基石 自成立以来，瑞能股份始终坚持以客户为中心，在持续强化技术创新的同时，高度重视服务品质 ...

Event Overview - The 2026 (6th) Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Luban Award Ceremony 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 variety of sessions including: - Opening ceremony and Luban Award presentation [3] - Specialized sessions on battery swapping and technology, 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] - Discussions on innovations in battery swapping business models and lifecycle management strategies [5] - Specialized sessions on electric motorcycles and bicycles, addressing battery applications and safety standards [5] Participation and 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][6] - Notable participating companies include Yadi, Aima, and Niu Technologies among others [6][7] Registration and Fees - Registration options include SVIP at 3188 RMB, VIP at 2188 RMB, and a free option contingent on social media promotion [9] - The registration deadline is March 31, 2026, with no on-site registration allowed [9]

湖南裕能 今日 公告称，公司从年初至今产能利用率超100%，为维护设备正常运行和安全稳定生产，保障公司产品质量，公司拟对部分生产 线进行检修，检修时间从2026年1月1日起，预计一个月。 预计减少公司磷酸盐正极材料产品产量1.5—3.5万吨 ，预计不会对公司2026年经 营业绩产生重大影响。 万润新能 12月25日晚间公告，2025年四季度以来，公司磷酸铁锂产线已超负荷运转，为确保磷酸铁锂生产线安全、稳定、高效运行，自 2025年12月28日起，公司将对部分产线按照预定计划进行减产检修，预计检修时间为期一个月。本次部分产线减产检修系为保障磷酸铁锂生 产线的持续稳定运转， 本次检修预计减少公司磷酸铁锂产量5000吨至2万吨 ，预计对公司生产经营不产生重大影响，公司将根据相关规定持 续关注本次减产检修的进展情况，及时履行信息披露义务，敬请广大投资者注意投资风险。 德方纳米 于2025年12月26日发布公告，公司计划进行年度设备检修与维护工作，检修时间从2026年1月1日起，预计持续一个月。本次检修 将对部分产线按既定安排进行检修，并对部分设备进行技术改造，目的是确保生产设备达到最佳运行水平，保障设备高效、稳定、安 ...

Core Viewpoint - 2025 marks the beginning of a new growth cycle for lithium batteries and a global showdown, with Korean battery companies intensifying their counterattacks [3] Group 1: Market Dynamics - LG Energy Solution, once a leading competitor to CATL, is currently navigating between losing ground and making offensive moves [4] - The global demand for electric vehicles (EVs) is slowing down, impacting LG Energy's market position. For instance, LG Energy's battery installation volume from January to October 2025 was 86.5GWh, a year-on-year increase of only 12.8%, significantly lower than the industry average of 35% [8][9] - LG Energy's market share has dropped below 10%, now standing at 9.3%, while CATL and BYD hold 38.1% and 16.9% respectively [8][9] Group 2: Financial Performance - LG Energy's financial performance is under pressure, with revenue declining. In Q1 2025, revenue was 6.3 trillion KRW, down 2.9% quarter-on-quarter, while Q2 revenue fell to 5.6 trillion KRW, a decrease of 11.2% [11] - Despite a rise in profits, LG Energy's reliance on subsidies and tax credits is evident, with significant portions of profits attributed to these incentives [11][12] Group 3: Strategic Shifts - LG Energy is focusing on lithium iron phosphate (LFP) batteries, aiming to strengthen its position in the energy storage system (ESS) market. The company has secured over 300 billion KRW in LFP battery orders from Tesla, effective from August 2027 [15] - The company plans to increase its ESS battery production capacity from 30GWh this year to over 50GWh next year, reflecting a strategic pivot towards energy storage [15][16] - A recent organizational restructuring aims to unify production across different product lines, enhancing flexibility in response to market demands [16] Group 4: Future Outlook - The transition to energy storage may take 2-3 years to yield significant results for LG Energy, as the company faces challenges in balancing costs and profits within the LFP battery supply chain [18]

往 期 回 顾 12月23日，石大胜华发布公告称，公司于2025年12月23日召开第八届董事会第二十五次会议，审议通过了《关于公司发行H股股票并在香 港联合交易所有限公司上市的议案》《关于公司发行H股股票并在香港联合交易所有限公司上市方案的议案》等相关议案。 为深入推进全球化战略布局，打造国际化资本运作平台，提高综合竞争力，公司拟申请首次公开发行境外上市外资股(H股)并于香港联合交易 所有限公司 (以下简称"香港联交所")主板挂牌上市。公司将充分考虑现有股东利益及境内外资本市场情况，在股东会决议有效期内(即经公司 股东会审议通过之日起24个月或同意延长的其他期限)选择适当的时机和发行窗口完成本次发行并上市。 石大胜华表示，截至目前，公司正与相关中介机构就本次发行并上市的相关工作进行商讨，除本次董事会审议通过的相关议案外，其他关于本 次发行并上市的具体细节尚未最终确定。 公开资料显示，石大胜华致力于成为提供新能源材料最佳解决方案的世界一流企业。 业绩方面，公司归母净利润已连续三年下滑，由2021年 的11.78亿元降至2024年的1642万元。 | 01 | ｜ 扩展版图！亿纬锂能连投三大项目 | | | -- ...

Group 1 - Tesla announced plans to start battery cell production at its Gigafactory Berlin-Brandenburg in Grünheide from 2027, with an investment of €100 million and a target annual capacity of approximately 8 GWh to enhance European battery production capacity [2] - Since the launch of the Grünheide electric vehicle factory in 2022, Tesla has invested several billion euros and plans to inject hundreds of millions more to upgrade existing production infrastructure for full-scale battery production [3] - Tesla aims to create a vertically integrated production range at the Grünheide factory, completing all stages from battery to vehicle in one location, which is unique in Europe and enhances supply chain resilience [3] Group 2 - The Grünheide factory employs around 11,500 workers and is Tesla's only Gigafactory in Europe [3] - Despite the investment and plans for vertical integration, European battery production faces challenges in profitability compared to Chinese and American manufacturers, making large-scale battery production in Europe currently difficult [3]