2 月 6 日， Stellantis 集团 宣布， 将出售 所持的 NextStar Energy 49% 的股权给 LG 新能源 。 NextStar Energy 由 Stellantis 和 LG 新能源 于 2022 年合资成立，计划投资超 41 亿美元，在加拿大安大略省温莎建设加拿大首个大型 电池制造工厂 ， 目标年产能 为 4 9. 5GWh ， 产能规模或将根据未来工厂运营规划进行调整。 截至目前， NextStar Energy 的工厂 已投资超过 50 亿加元， 原计划生产汽车电池，但于去年 11 月底开始生产储能系统（ ESS ）电 池，并 计划今年将 ESS 电池产量提升一倍以上 。 此次交易完成后， NextStar Energy 将成为 LG 新能源全资 子公司 。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 一周锂电新闻汇总 | | 02 | ｜ | 天目先导牵手宁德时代 | | 03 | ｜ | 华冠科技以中试验证破局全极耳 | | 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 ...

Group 1 - The core point of the article is the announcement of a framework tender for battery cells by China Energy Construction Corporation's subsidiary, Zhongchu Technology, with an expected procurement capacity of 7GWh for the year 2026 [2] - The tender is divided into two packages: Package 1 for battery cells with a capacity of at least 314Ah and an expected procurement of 5GWh, and Package 2 for battery cells with a capacity of at least 500Ah and an expected procurement of 2GWh [2] - The tender does not guarantee the actual procurement volume and allows for variations in specifications and quantities, with the possibility of actual procurement being lower or higher than the estimated scale [2] Group 2 - Bidders must be manufacturers of battery cells with independent research and development capabilities for lithium iron phosphate energy storage cells, and trading companies are not accepted [2] - Bidders must have a cumulative supply performance of no less than 2GWh for battery cells with a minimum capacity of 314Ah from January 1, 2025, to the bid submission deadline [2]

股东信息显示， 该公司现由陈立泉、邵建雄及上述新增股东等共同持股。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 吉利再成立电池公司！ | | 02 | ｜ | 4.15亿元！欣旺达山东滕州项目有新进展 | | 03 | ｜ | 灵鸽科技第三基地启用！ | | 04 | ｜ 举办！ | 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 | 近日，溧阳天目先导电池材料科技有限公司发生工商变更，原股东苏州海松硬核科技股权投资基金合伙企业（有限合伙）退出，新增宁德时代 参投的福建时代泽远股权投资基金合伙企业（有限合伙）、深圳市绿水长青创业投资合伙企业（有限合伙）为股东。 溧阳天目先导电池材料科技有限公司成立于2017年5月，注册资本约9.5亿元人民币，法定代表人为罗飞，经营范围包括锂电池负极材料的技 术开发、技术转让、技术服务、技术咨询、生产、加工和销售等。 点击 阅读原文 ，查看富工流体更多内容！ ...

202 6（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 ——全极耳技术跃升 大圆柱市场领航—— 202 6 年 4 月 10 日 深圳 一、活动组织架构及行业背景 ——行业背景—— 1、2025年大圆柱电池和全极耳电池市场爆发，根据起点研究院SPIR统计，2025年中国圆柱电池出货量增长超过15%，其中大圆柱电池增速超 过40%，亿纬锂能、多氟多新能源、鹏辉能源、新能安、创明新能源、小鲁锂电、蓝京新能源、利维能、 时代联合 、 中比 等头部大圆柱电池企 业产能供不应求，预计 2026年圆柱电池将继续保持高速增长； 2、32、40、46、60等大圆柱系列产品在轻型动力、电动两三轮车、铅改锂、便携式及户用储能、两轮车及换电、无人机及EVTOL、汽车动力等 领域快速放量； 活动主题： 全极耳技术跃升 大圆柱市场领航 主办单位： 起点锂电、起点研究院（ SPIR） 活动规模： 6 00+ 举办时间： 202 6 年 4 月 10 日 | | 论坛开幕式 | | --- | --- | | 上午 09:00-09:30 | V 主办方开幕致辞 | | | > 总冠名企业致辞 | | | 专场一： ...

2月6日， 北京疆来2026年度磷酸铁锂电化学储能系统设备集中采购供应商入围项目中标候选人公示。 经评标委员会评审， 金风零碳、许继集团、天合储能、海辰储能、融和元储、易事特、智光储能、青海鹏程8家企业入围，中标单价范围在 0.498~0.542元/Wh。 | 序号 | 中标候选人名称 | 単价 (元/Wh) | | --- | --- | --- | | 1 | 北京金风零碳能源有限公司 | 0.5289 | | 2 | 许继集团有限公司 | 0.5272 | | 3 | 江苏天合储能有限公司 | 0.5167 | | ব | 厦门海辰储能科技股份有限公司 | 0.531 | | 5 | 上海融和元储能源有限公司 | 0.542 | | 6 | 易事特集团股份有限公司 | 0.498 | | 7 | 广州智光储能有限公司 | 0.5123 | | 8 | 青海鹏程无限新能源有限公司 | 0.5314 | 根据招标公告， 本次采购总容量共计约6GWh，共涉及西北、华北、华南、华中、东北5大区域， 其中西北2GWh最多，其次为华北、华南 1.5GWh，华中、东北分别为0.5GWh。 对于投标人的业绩要求：202 ...

Group 1 - Ningde Times signed a cooperation agreement with Quanzhou for a new energy battery production base, focusing on R&D and manufacturing with advanced green manufacturing technology [3] - Ningde Times signed a comprehensive strategic cooperation agreement with the Yunnan provincial government to promote green energy development and electric transportation infrastructure [4] - Ningde Times signed a strategic cooperation memorandum with Schroders Greencoat and Lochpine Capital to explore and invest in European battery storage projects, aiming for a potential development of 10GWh of renewable energy storage [5] Group 2 - Ruipu Lanjun announced its first profit, expecting a net profit between RMB 630 million and RMB 730 million for the year ending December 31, 2025, driven by increased shipments of power and energy storage battery products [6] - Guoxuan High-Tech projected a net profit of approximately RMB 2.5 billion to RMB 3 billion for 2025, representing a year-on-year increase of 107.16% to 148.59% [7] - BYD reported a total installation of approximately 20.187GWh for January 2026, with a year-on-year increase of 30.15% in battery installations [8] Group 3 - Chuangneng signed a strategic cooperation agreement for a 5.5GWh energy storage project in Saudi Arabia, providing advanced storage products and technical support [9] - EVE Energy announced a framework agreement to invest in an integrated battery industry in Indonesia, covering various stages from mining to battery recycling [10] - Baoding Shanjin Technology Co., Ltd. plans to issue A-shares to raise up to RMB 650 million for battery manufacturing projects [12] Group 4 - Tianqi Lithium Industries reported a significant turnaround, expecting a net profit of RMB 369 million to RMB 553 million for 2025, compared to a loss of RMB 7.905 billion in 2024 [14] - Ganfeng Lithium announced a projected net profit of RMB 1.1 billion to RMB 1.65 billion for 2025, marking a substantial recovery from a loss of RMB 2.074 billion in the previous year [16] - Yichang's first CVD silicon-carbon production line is set to begin mass production, with successful testing results from major lithium battery manufacturers [17] Group 5 - The Yuxi Enjie production base achieved a significant milestone with all seven production lines operational, laying a solid foundation for future expansions [18] - Weiyuan Co. announced the successful production of qualified products from its 250,000 tons/year electrolyte solvent project, contributing to sustainable economic development [19] - A lithium iron phosphate project in Gansu with a total investment of RMB 3.135 billion has commenced production, expected to generate an annual output value of over RMB 6 billion [20] Group 6 - Rongbai Technology responded to rumors regarding a patent dispute with LG Chem, asserting that its products do not infringe on any patents [21] - Qingyan Nako's dry electrode equipment was delivered to a leading Japanese automaker, marking its first international application [23] - Xian Dao Intelligent initiated its IPO process, aiming to raise approximately HKD 4.288 billion for expansion and technological upgrades [25]

随着全极耳技术的日趋成熟，凭借其卓越的内阻控制能力、优异的热管理性能及结构一致性，正逐步被头部客户用于下一代产品布局。 为精准响应高端客户需求，抢抓高质量产品市场机遇，某头部电池厂家决定对现有一条装配线进行升级改造：从多极耳升级为 200PPM的全极耳和多极耳并行产线 ，实 现不同品类电池产能的灵活调配，全面适配多元化客户的定制化需求。 华冠科技圆柱电芯自动装配线 1 华冠解决方案： 以技术破局全极耳装配难题 为精准达成该客户设定的产能目标及电芯技术标准， 华冠科技先进制造技术研究院 率先 搭建全套中试线 ，完成了改造方案的技术可行性验证及电芯性能达标测试。 这些改造使得产线在 保留原有多极耳装配线的同时 ，还能形成完整的 全极耳钢壳圆柱电池装配产线 ，给客户以 "第二选择" ， 在不影响既有产品交付与良率稳定性的 前提下，为客户提供面向高端产品的技术跃迁通道 。 2 核心突破： 支撑200PPM的激光焊接体系 在全极耳+钢壳电池体系中，激光焊接凭借 其契合产品结构的设计逻辑、适配规模化生产的制造逻辑及保障电芯安全的安全逻辑 ，三重优势叠加，已成为新时代全极耳 电池焊接的主流核心技术。 01 高速连续焊接能力 ...

Group 1 - LeydenJar has secured €7.8 million in new equity investment, bringing its total funding to €43 million, which is a significant step towards large-scale production of its silicon anode technology [2][3] - The funding will be used to complete the construction of its first production facility in Eindhoven, preparing for mass production by 2027. The pure silicon anode technology can increase battery capacity by 50% while reducing carbon emissions by up to 85% [3][4] - The investment round was led by the Dutch pension fund ABP, with participation from the Netherlands Organization for Applied Scientific Research (TNO). Investment bank Stifel acted as the financial advisor for this funding round [3][4] Group 2 - LeydenJar's silicon anode aims to overcome size and weight limitations of traditional batteries by increasing energy density, unlocking new possibilities in various industries such as electric vehicles, electric aviation, and AI wearable devices [4] - The CEO of LeydenJar stated that the investment from ABP represents a "high level of trust" in the company's technology. The €43 million funding consists of equity, customer funds, government grants, and loans [4]

Group 1 - The Shandong Zaozhuang Ecological Environment Bureau has released a public notice regarding the environmental impact assessment for the waste lithium battery recycling project by Tengzhou Xinwanda Recycling Co., Ltd. [2] - Tengzhou Xinwanda Recycling Co., Ltd. plans to invest 415 million yuan in the waste lithium battery recycling and comprehensive utilization project located in the New Energy Industrial Park of Dongshahhe Street, Tengzhou City [2]

Group 1 - The core viewpoint of the article is that Geely is intensifying its investment in the battery industry chain after resolving conflicts with its partner, Xinwanda [2] - Geely has established a new battery company, Baoji Shanju Battery Co., Ltd., with a registered capital of 50 million yuan, just four months after the establishment of another battery company, Zhejiang Jiyao Tongxing Holdings Co., Ltd., which has a registered capital of 1 billion yuan [3] - The restructuring of Geely's battery business aims to create a unified battery industry group, Ji Yao Tongxing, to streamline operations and enhance efficiency by consolidating various brands and technologies [5][4] Group 2 - Geely plans to achieve a production capacity of 70 GWh by 2027, focusing on lithium iron phosphate blade battery technology for its brands such as Zeekr, Lynk & Co, and Galaxy [3][4] - The company will not expand its production capacity further but will optimize existing capacity, with a distribution plan of 40% for Ji Yao Tongxing products, 40% for CATL products, and 20% for other capacities [5][6] - Geely is also exploring the acquisition of idle battery production capacity in the market instead of building new factories, aiming for practical cooperation and resource restructuring [8] Group 3 - Geely is set to make significant advancements in solid-state battery technology, with plans to complete the production of a 20Ah solid-state cell by 2024 and launch a solid-state battery pack by 2026 [10] - The solid-state battery development utilizes sulfide electrolyte technology, achieving a conductivity of over 7 mS/cm, while also exploring oxide technology with a conductivity of 0.8 mS/cm [10][11] - The company aims to use sulfide batteries for high-end models and oxide batteries for mass-market vehicles, creating a complementary dual-route strategy [11]