Core Viewpoint - CATL, as a global leader in energy storage batteries, continues to achieve record growth, with its latest market capitalization reaching 1.68 trillion CNY in A-shares and 2.35 trillion HKD in H-shares [3] Group 1: Recent Developments - On September 15, CATL issued a large order of 157,500 tons of lithium iron phosphate materials to Longpan Technology, followed by three major cooperation agreements signed within two days, focusing on project implementation, partnerships with state-owned enterprises, and deepening collaborations with automotive companies [3] - On September 17, 18 projects were signed in Ningde City with a total investment of 24.58 billion CNY, including multiple projects by CATL, amounting to an investment of 8.5 billion CNY [5][6] - The new generation of energy battery production line project will be located in the Jiaoqu District, covering approximately 900 acres, with a planned total investment of 6.5 billion CNY and an annual planned capacity of 40 GWh, expected to achieve an annual output value of approximately 20 billion to 25 billion CNY upon full production [6] Group 2: Strategic Partnerships - On September 17, CATL signed a strategic cooperation agreement with China Huaneng, focusing on product manufacturing, renewable energy, energy storage construction and operation, research innovation, and nuclear power industry [10][11] - China Huaneng, a major state-owned enterprise, has seen its renewable energy installed capacity exceed 95 million kW, with low-carbon clean energy accounting for 51.8% of its total installed capacity [11] - The collaboration aims to integrate nuclear power and battery storage, creating new application scenarios and enhancing energy technology development [12] Group 3: Collaboration with Automotive Industry - On September 18, CATL and Li Auto signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology [13] - CATL will provide high-performance battery systems for all Li Auto products, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [14] - As of now, CATL remains the primary supplier for Li Auto, with over 74% of the installed capacity from January to July being provided by CATL [14]

中国电池企业 "出海"乘风破浪正当时，海外市场也成为各大电池厂业绩增长新曲线。 为夯实业绩基本盘，孚能持续深化与其他核心客户的合作，从汽车动力板块延伸至低空经济、人形机器人等高价值新兴市场领域布局。 在新客户拓展方面 ， 公司 SPS 大软包电池产品推广效果显著，陆续斩获多个 SPS 优质定点项目并实现规模化量产装车，适配皮卡、 SUV 、轿跑、重卡等多种车型。 目前，公司 SPS 产品已取得广汽、吉利、江铃、三一重卡、一汽解放等多家头部客户定点，覆盖磷酸铁锂、三元、固态电池等领域，其中部 分定点项目已进入规模化量产交付阶段。 9 月 16 日晚，孚能科技披露投资者关系活动记录表。 孚能科技介绍，公司 2025 年上半年海外主营业务收入为 36.38 亿元。 公司已与奔 驰、 TOGG 、 Mahindra Group 等海外车企形成合作，国际化程度位于行业前列。 从出货量上来看，自 2023 年至今，公司动力电池出口销量位列国内 top3 ， 今年上半年排名继续保持前列。 根据财报， 2020~2024 年，孚能科技海外市场收入从 2.49 亿元增至 86.6 亿元， 2024 年海外营收占比已超 70% ...

Core Viewpoint - The energy storage sector is entering a new growth cycle, with battery cells in high demand and companies reporting full production and sales [2][3]. Group 1: Company Performance - Yiwei Lithium Energy reported that as of September 15, their energy storage battery production is at full capacity, with a saturated order demand [2]. - XINWANDA indicated on September 12 that their energy cell capacity utilization is high, achieving full production and sales [2]. - XINWANDA's revenue for the first half of 2025 reached 26.985 billion yuan, a year-on-year increase of 12.82%, with energy storage systems showing the fastest growth at 1.004 billion yuan, up 68.85% [5]. - Yiwei Lithium Energy's revenue for the first half of 2025 was 28.170 billion yuan, a year-on-year increase of 30.06%, with energy storage battery revenue at 10.298 billion yuan, up 32.47% [8]. - Zhongchuang Innovation's total revenue for the first half of 2025 was approximately 16.419 billion yuan, a year-on-year increase of 31.7%, with energy storage system products growing by 109.7% [9]. Group 2: Market Trends - The global energy storage market is predicted to experience explosive growth, with an expected shipment of over 600 GWh by 2025 [3]. - In the first half of 2025, Chinese companies secured over 160 GWh of new overseas energy storage orders, representing a year-on-year increase of over 200% [3]. - The energy storage business is becoming a significant growth driver for battery companies, with many reporting revenue increases that outpace their power battery segments [4]. Group 3: Product Development - XINWANDA is actively exploring commercialization of solid-state batteries, with their first-generation semi-solid battery achieving an energy density of over 300 Wh/kg [2]. - Yiwei Lithium Energy's energy storage battery shipments reached 28.71 GWh in the first half of 2025, a year-on-year increase of 37.02%, surpassing the power battery shipments of 21.48 GWh [8]. - Zhongchuang Innovation is set to mass-produce new generation 600Ah+ energy storage cells by the fourth quarter of 2025, alongside launching a series of outdoor energy storage cabinet products [9].

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition are the first professional exhibitions focusing on the entire industry chain of next-generation battery technologies, specifically solid-state and sodium batteries [3][5] - The exhibitions aim to create a professional platform for showcasing new battery technologies and to promote high-quality development within the industry [2][3] Event Details - The exhibitions will take place from November 6 to 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, with over 200 exhibitors and 2,000 participating companies expected [3][5] - The event will feature a series of forums, including the 2025 Sodium Battery Industry Annual Conference and the 2025 Solid-State Battery Industry Annual Conference, along with award ceremonies for the respective industries [8][9] Forum Activities - The forum will include specialized sessions on various topics such as sodium battery technology innovation, sodium battery materials, and solid-state battery innovations [8][9] - The schedule includes multiple sessions across the three days, with specific focus areas for each day, culminating in award ceremonies for outstanding contributions in the industry [8][9] Exhibitor Types - Exhibitors will include companies involved in solid-state battery cells, materials, equipment, and applications, as well as sodium battery cells, systems, and materials [5][7] - A diverse range of exhibitors is expected, showcasing innovations in battery technology and applications across various sectors, including electric vehicles and energy storage systems [5][7] Participation and Costs - The exhibition offers various booth types with pricing ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a larger space requiring custom design [33] - Interested parties can register for free tickets and inquire about sponsorship opportunities through designated contacts [36][42]

Core Viewpoint - The article discusses the upcoming energy storage project in Egypt, led by Sungrow Power Supply Co., which aims to establish a 10GW battery factory, significantly contributing to the country's energy transition and localizing the renewable energy industry chain [2][3]. Group 1: Project Overview - Sungrow Power's chairman met with Egypt's President Sisi to propose a large-scale energy storage project, which is expected to support Egypt's renewable energy goals [2]. - Scatec, a Norwegian company, has already invested $3.6 billion in various renewable energy projects in Egypt, including solar power and battery storage systems [3]. - The Egyptian government is committed to supporting the project, indicating a favorable policy environment for renewable energy development [3]. Group 2: Company Performance - Sungrow Power has been active in international markets, securing projects in Japan (500MWh), Finland (100MWh), Chile (1GWh), and Africa (612MWh) [3]. - The company has a long history in the energy storage sector, having established a dedicated division in 2006 and formed a joint venture with Samsung SDI in 2014 [4]. - The energy storage segment has seen explosive growth, with revenues reaching approximately 17.8 billion yuan in the first half of the year, doubling year-on-year and surpassing the inverter business to account for about 41% of total revenue [7]. Group 3: Market Dynamics - The surge in energy storage has positively impacted related photovoltaic companies, with Sungrow Power reporting a net profit of 7.8 billion yuan in the first half of 2025, despite challenges in the broader photovoltaic supply chain [5][6]. - The integration of solar and storage technologies is becoming a reality, with storage inverters emerging as a key growth area for manufacturers [8]. - Sungrow Power has significantly invested in R&D, with a team of 7,120 people and R&D expenditure reaching 2.037 billion yuan, a 37.08% increase year-on-year [8].

Core Viewpoint - The article highlights the establishment of a new smart power battery production project in Bijie, Guizhou, which is part of the local government's strategic plan to enhance the lithium battery industry and attract investment in the region [2][4]. Group 1: New Projects and Developments - The signing ceremony for the Hongjun High Energy (Guizhou) smart power battery production project took place on September 12, marking another significant investment in Bijie [2]. - The project is backed by Hongjun High Energy Technology (Jiangsu) Co., Ltd., which focuses on the research, production, and sales of new energy vehicle batteries and energy storage batteries [2]. - Prior to this project, Hongjun High Energy had planned a smart energy storage battery EPC project in Jiangsu with a total investment of 5.2 billion yuan, aiming for an annual production capacity of 15 GWh [2]. Group 2: Existing Lithium Battery Projects - Bijie has become a hub for multiple lithium battery projects, including those from leading companies in various segments such as cathode materials, electrolytes, batteries, and recycling [4]. - Guizhou Aviation New Energy has established a high-performance lithium-ion battery production line in Bijie, with plans for four phases of development and a total factory area of 33,000 square meters [5]. - The company has seen significant growth, with a production capacity of 32 million units in the first half of the year, an increase of nearly 200,000 units year-on-year, and an expected annual output value of over 350 million yuan [6]. Group 3: Resource Availability and Industry Growth - Guizhou is rich in mineral resources, particularly phosphorus, with reserves of 5.319 billion tons, making it a key area for the lithium battery industry [10]. - The province has attracted major companies like CATL and BYD, fostering the growth of local enterprises such as Zhongwei New Materials and Zhenhua New Materials [10]. - Bijie is developing a closed-loop industrial chain for lithium batteries, integrating coal, electrolyte solvents, and new energy battery materials [11]. Group 4: Economic Impact and Employment - The development of the lithium battery industry in Guizhou is expected to significantly boost the local economy and create numerous job opportunities [11]. - The establishment of these projects not only enhances local employment but also encourages talent return and supports industrial transformation in the region [11].

Core Insights - The article discusses the upcoming 2025 User-Side Energy Storage Battery Technology Forum and Global User-Side Energy Storage White Paper Release, scheduled for December 19, 2025, in Shenzhen, focusing on user-side energy storage technologies [1][2]. Event Overview - The event will feature over 600 core decision-makers from the energy storage industry and is expected to attract more than 20,000 online viewers, reaching over 1 million followers across the industry [1]. - The forum aims to address over 30 core topics, including technological breakthroughs, safety challenges, and value chain restructuring [1]. Key Activities - The forum will include the release of the first global user-side energy storage industry white paper, which will feature rankings for household storage, commercial storage, and portable storage battery shipments [1][3]. - A series of specialized sessions will cover topics such as household energy storage safety systems, battery technology trends, and the international market for household energy storage [3][4]. Participating Companies - Notable companies expected to attend include Huawei, BYD, and CATL, among others, representing various sectors such as energy storage systems, battery manufacturing, and supporting materials and equipment [4]. Registration Details - The registration fee for the event is set at 2888 yuan per person, which includes access to the forum, meals, and copies of the white papers [6].

低价竞争持续是当前储能行业面临的重要挑战。 9 月 17 日，宁德时代董事长曾毓群表示，在行业高度繁荣的同时，储能安全事故频发、价格战击穿行业底线、产品参数造假、技术同质化及 无序扩张盛行，已严重制约行业健康发展。 他提到， 近三年间，储能系统价格下降了约八成，近期某个集采项目的中标价格甚至低过了 0.4 元 /Wh ，严重偏离成本。 他认为， 低价 必然带来减量减配，为行业埋下了质量的安全隐患。 今年价格战已经蔓延到了海外，这不仅让储能企业的毛利急速缩水，关键是不可持续， 得不偿失。 随着集中式大项目加速落地，市场竞争加剧，价格竞争愈发激烈。 2025 年 8 月储能系统价格持续探底， 2h 和 4h 锂电储能系统中标均 价、最低报价均创历史新低。 举例来看， 2025 年 8 月 18 日，中节能乌兰察布市察右前旗天皮山 80 万千瓦时独立储能电站储能设备采购项目开标，中天储能科技有限 公司中标，中标单价为 0.389 元 /Wh ，低于 0.4 元 /Wh 。 8 月 6 日，中国能建 2025 年度磷酸铁锂电池储能系统集中采购项目公示结果，标段 3 （ 4 小时系统）中，安诚新能源、晶科能源等企业 报 ...

Core Viewpoint - EVE Energy has entered the supply chain of Xiaopeng's MONA series, providing battery solutions that utilize traditional square batteries, which reduce costs through better chassis adaptability, while the long-range version will use BYD batteries [3][9]. Group 1: EVE Energy's Role in Xiaopeng's Supply Chain - EVE Energy has become an important supplier for Xiaopeng, with its batteries now included in the MONA series, specifically the M03 model, which has sold over 150,000 units since its launch in August 2024 [3][10]. - The M03 model contributes approximately 40% to Xiaopeng's overall sales, helping the company return to profitability and growth [3][4]. - EVE Energy's entry into the supply chain diversifies Xiaopeng's battery suppliers, which previously relied solely on BYD for the M03's battery [9][10]. Group 2: Battery Supply and Market Position - Xiaopeng's main battery suppliers include CATL, EVE Energy, and BYD, with CATL being the largest supplier covering all models [8][9]. - EVE Energy has supplied batteries for multiple Xiaopeng models since 2020, with a cumulative cooperation volume exceeding 150,000 units by the end of 2024 [9][10]. - EVE Energy's square battery design offers flexibility in layout and strong chassis adaptability, which aligns with automotive manufacturers' needs for cost reduction and efficiency [9][10]. Group 3: Future Prospects and Growth - EVE Energy's battery shipment volume reached 21.48 GWh in the first half of 2025, marking a year-on-year increase of 58.58%, with a gross margin improvement to 17.60% [16][17]. - The company is expanding its collaboration with Xiaopeng into the low-altitude economy sector, providing battery systems for next-generation aircraft, indicating a recognition of EVE Energy's technological capabilities [13][14]. - EVE Energy's dual strategy of using both cylindrical and square lithium iron phosphate batteries is enhancing its competitive advantage in the market [17][18].

Group 1 - The core achievement of the company is the successful launch of the industry's first 180ppm large cylindrical battery cover automatic assembly line, which significantly improves production efficiency and quality for the 46 series cylindrical battery cover assembly solutions [2][7] - The new assembly line incorporates a redesigned structure and layout, high-precision positioning systems, and full-process digital inspection, addressing long-standing challenges in mass production efficiency and quality control [2][7] - The successful implementation of this assembly line not only reduces production costs for battery covers but also supports the large-scale application and mass production of cylindrical batteries globally [7] Group 2 - In the structural component assembly field, the company has established a "structure-material-manufacturing-inspection" system-linked equipment system, along with a specialized team to collaborate with clients for rapid development and production [4] - The company offers comprehensive solutions for large cylindrical battery assembly, integrating the development and manufacturing of structural components and battery cells, addressing industry pain points such as weak continuous development and long supply cycles [5]