无锡灵鸽机械科技股份有限公司第三基地(产研中心)启用仪式于2026年2月4日隆重举行。无锡市惠山区政府领导， 中国化学与物理电源行业协 会、 中国塑料机械工业协会、中国合成树脂协会、中国塑料加工工业协会等权威代表，新能源、橡塑、精细化工领域合作伙伴及供应商代表齐 聚一堂，共同见证灵鸽科技迈向 "系统解决方案服务商" 的重要里程碑。 灵鸽科技总裁何小飞先生登台致辞，言辞间既饱含对企业未来发展的坚定信心，也满含对合作伙伴一路相伴的感恩之情，并表示： 举办！ 点击 阅读原文 ，即可报名参会！ 此次第三基地(产研中心)的启用，标志着灵鸽科技在智能制造与系统解决方案服务领域迈入全新发展阶段。未来，灵鸽科技将以新基地为依托， 持续深耕核心技术研发，深化产业链协同合作，以更优质的产品与服务赋能行业发展，与所有合作伙伴携手并肩，书写实业报国、创新图强的新 篇章。 | 往 | 期 | 回 | 顾 | | --- | --- | --- | --- | | 01 | ｜ | 国轩高科拟募资50亿！ | | | 02 | ｜ | 亿纬锂能马来西亚工厂二期投产！ | | | 03 | ｜ | 江西升华又有材料项目落地！ | | | ...

据"中建三局一公司"消息，近日，马来西亚首个大型锂电池厂房项目——亿纬锂能马来西亚工厂二期项目顺利实现投产。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | | ｜ 项目+资本，宁德时代连发四箭！ | | 02 | | ｜ 5GWh订单落地！LG新能源等重仓储能 | | 03 | | ｜ 盛新锂能拟收购惠绒矿业全部股份！ | | 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 | | | 举办！ | | 该项目位于马来西亚吉打州居林县，建筑面积 60 万平方米，是亿纬锂能出海投资建设的首个大型锂电厂房类项目，建成后主要生产电动工具、 电动两轮车用圆柱电池，目前已具备年产 6.8 亿只圆柱电池的产能。 据介绍，亿纬锂能在马来西亚已构建 "圆柱电池 + 储能电池"双轨并行的产业布局。其中，一期"国际化圆柱电池产业园"项目投资不超过 42,230 万美元，已于 2023 年 8 月正式动工， 2024 年 12 月设备开始进场，随后仅用两个月便完成产线调试，首颗电池产品于 2025 年 2 月成功下线。二期新型储能电池项目则规划 ...

Core Viewpoint - Ruipu Lanjun is experiencing a positive trend, with expectations of achieving its first profit since establishment by the end of 2025, projecting a net profit of approximately RMB 630 million to RMB 730 million, a turnaround from a loss of about RMB 2 billion in 2024 [2] Group 1 - The increase in revenue is primarily driven by the continuous growth in the shipment volume of power and energy storage battery products, along with improved capacity utilization and cost reduction measures leading to a significant increase in gross profit [3] - On January 28, Ruipu Lanjun announced an investment agreement to acquire 10.8696% equity in the target company, Fuan Guolong Nano Materials Co., Ltd., for a total cost of RMB 5 million, which includes RMB 1 million for purchasing existing shares and RMB 4 million for capital increase [3] Group 2 - The article mentions various industry events and developments, including a significant order from LG Energy and the acquisition plans of Shengxin Lithium Energy for Huirong Mining [4]

Group 1 - The core point of the article is the announcement of a new project by Fulin Precision Engineering, which involves a joint investment with Guizhou Dalong Huicheng to establish a joint venture for a "50,000 tons per year ferrous oxalate project" to meet the demand for high-pressure dense lithium iron phosphate precursors [2] - The total investment for the project is expected to be 1.5 billion yuan, utilizing copper smelting waste to produce ferrous oxalate, with a completion and production target set for September 30, 2026 [2] - Fulin Precision Engineering also announced a capital increase and share expansion with CATL, raising CATL's stake in Jiangxi Shenghua New Materials from approximately 18.74% to 33.00%, while Fulin's stake will decrease to about 64.37% [2][3] Group 2 - The strategic importance of high-end lithium iron phosphate is highlighted, as CATL continues to seek deeper collaboration with Jiangxi Shenghua [3] - The capital structure and asset-liability optimization are being pursued to enhance Jiangxi Shenghua's capital strength and financing capabilities [3]

Group 1 - The core viewpoint of the article is that Guoxuan High-Tech is actively expanding its production capacity in response to the growing demand for batteries, particularly in the electric vehicle sector, by issuing A-shares to raise 5 billion yuan for three major projects totaling 60GWh [2][3][4] - The three projects include a 20GWh power battery project with an investment of 5 billion yuan, a 20GWh new energy battery base project with an investment of 4 billion yuan, and a 20GWh new battery manufacturing base project with an investment of 4 billion yuan [3][5] - Guoxuan's strategy reflects a shift towards advanced battery technologies, indicating that traditional battery technologies have reached their limits, necessitating the development of new production lines [4][5] Group 2 - The company has been increasingly locking in supply contracts for upstream materials, such as a three-year agreement for 870,000 tons of electrolyte with Jiujiang Tianqi and an 18 billion yuan supply contract with Nord [6][7] - Guoxuan is also enhancing its supply chain by establishing new material projects, including the production of high-performance lithium iron phosphate batteries and solid-state batteries, which are expected to improve product quality and production efficiency [7][8] - The establishment of a new company, Jinzhai Guoxuan, focuses on energy storage, indicating a dual-track strategy to strengthen its position in the energy storage market [9][10] Group 3 - Guoxuan's energy storage projects in Anhui are expanding, with a second phase investment of 8 billion yuan for a 20GWh energy storage cell and PACK production line, reinforcing its commitment to energy storage solutions [10] - The company is strategically positioned in Anhui, creating a complete ecosystem with its facilities in Hefei, Lujiang, Feidong, and Jinzhai, which enhances logistical efficiency and regional collaboration [10][11] - Despite being primarily focused on power batteries, Guoxuan recognizes the importance of energy storage and aims to develop this segment significantly in the coming years, with a comprehensive product matrix already in place [10][11]

2月4日晚间盛新锂能(002240)发布公告称，公司全资子公司四川盛屯锂业有限公司拟以近12.60亿元现金，收购厦门创益盛屯新能源产业投 资合伙企业（有限合伙）持有的雅江县惠绒矿业有限责任公司13.93%股权。交易完成后，盛新锂能将100%控股惠绒矿业，进一步夯实锂资 源供应根基。 据公告披露，本次交易前，盛新锂能通过全资子公司盛屯锂业、启成矿业分别持有惠绒矿业15.10%和70.97%股权，厦门创益持有剩余 13.93%股权。 由于厦门创益为盛新锂能关联方，此次股权收购构成关联交易。该事项已通过公司第八届董事会第二十八次会议审议，关联董事回避表决，尚 需提交公司股东会批准。 公告称，惠绒矿业核心资产为四川省雅江县木绒锂矿采矿权。该矿已查明LiO资源量98.96万吨，平均品位1.62%，是四川地区锂矿品位最高 的矿山之一，生产规模达300万吨/年，于2024年10月取得自然资源部颁发的采矿许可证，目前正积极推进开发建设。 此外，惠绒矿业旗下孙公司安泰矿业还持有阿坝州观音桥锂辉石矿采矿权，目前正在办理采矿权延期手续。 本次交易对价参考第三方资产评估结果确定。经广东中广信资产评估有限公司评估，以2025年8月31 ...

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 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； 3、全极耳、高镍、硅碳、钠电等技术与圆柱电池结合产生新的增长点和市场空间； 4、起点研究院（SPIR）2026中国圆柱电池综合竞争力排行榜20强权威发布（覆盖圆柱电池电芯、设备、材料等关键环节）为行业做采购参考； 一、活动组织架构及行业背景 5、2026年行业首届聚集圆柱电池的技术高峰论坛，圆柱电池前沿技术、工艺、材料深度探讨和思维碰撞。 ——行业背景—— 活动名称： 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 二、大会议程 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 ...

Group 1 - Jinchuan Group held a seminar on battery materials industry development on January 30, marking the launch of Gansu Jinchuan Ruixiang New Materials Co., Ltd. and the production ceremony of Gansu Jinlin Lithium Battery New Materials Co., Ltd. [2] - Jinchuan Ruixiang has completed multiple rounds of financing, equity integration, and compliance rectification, successfully relocating to Lanzhou New Area, which signifies its entry into a new stage of standardized and capitalized development [2] - The Jinlin Lithium Battery project fills the gap in Jinchuan Group's high-end lithium iron phosphate capacity layout, with the Lanzhou base covering 363 acres and the first phase producing 100,000 tons of lithium iron phosphate with an energy density exceeding 165Wh/kg and a cycle life of 3000 times [2] Group 2 - Contemporary Amperex Technology Co., Ltd. (CATL) has invested over 4.3 billion in leading lithium iron phosphate companies, indicating a strong commitment to this segment [3] - The global lithium battery industry is witnessing significant advancements, with over 100 devices delivered globally by a leading company valued at 90 billion [3] - The second "Starting Point Lithium Battery Cylindrical Battery Technology Forum" and the top 20 cylindrical battery rankings will be held in Shenzhen in April 2026, showcasing the industry's focus on cutting-edge technologies [3]

宁德时代大手笔动作愈发频繁。起点锂电观察到，宁德时代本周有以下动作。 01 项目与投资齐头并进 先来看第一个重磅消息，近日宁德时代旗下时代长安注册资本变更，从 15 亿元增至 40 亿元，时代长安背景强悍，除了宁德时代外还有深蓝 汽车和长安汽车，三方共同支撑起这个庞大的电池制造机器。 时代长安虽叫 "长安"但位于四川宜宾，成立于 2023 年 6 月但其一期项目在 2023 年 11 月就投产，不过当前时代长安依旧是以一期为 主，在去年 11 月一期产能扩充部分投产，今年元旦后二期项目签约。 两期项目加起来总投资过百亿，产能超过 50GWh ，所生产产品将供货深蓝、长安启源、阿维塔等。 除此之外，宁德时代近期还有两大项目落地，分别是泉州项目与英国 10GWh 储能项目， 2 月 2 日泉州政府与宁德时代签署协议，相关领导 人员悉数到场， 将围绕电池研发制造开展 联合攻关，在泉州本地落户智能化零碳工厂。 与此同时 据外媒报道，英国投资管理公司施罗德 能源投资部门 Greencoat 与宁德时代、香港私募基金 Lochpine Capital 签署 协议 ，联 合在欧洲推进储能项目。 具体来看，宁德时代会为规划的 ...

2026年储能市场依旧保持高景气度，不仅国内企业迎来集体爆单，韩系电池企业也接连落地重磅合作订单。 2月4日，LG新能源对外披露，已与韩国韩华集团美国子公司 Qcells 达成协议，将为其能源存储系统（ESS）项目供应储能电池，双方均计 划实现当地生产，以此规避关税层面的不确定性。 根据协议 内容， LG新能源将为Qcells供应5GWh储能电池，交付周期为 2028年-2030年，相关产品将由 LG新能源美国密歇根州霍兰德工 厂负责生产。 公开资料显示，韩华Qcells为全球知名光伏产品制造商，2006年于美国纳斯达克上市，主营业务涵盖晶体硅、硅片、高效太阳能电池及组件 的研发、生产与销售，可提供光伏电站开发等一体化解决方案，目前已在韩国、马来西亚、美国等多国完成生产与研发布局。 当前，受美国《通胀削减法案》补贴政策调整、北美电动汽车市场需求放缓等因素影响，LG新能源正加速向储能赛道转型，通过改造动力电 池产线匹配储能市场的产能需求，其中霍兰德工厂是其率先推进产线改造的核心基地。 2025年5月，LG新能源霍兰德工厂正式实现储能电池量产，规划产能达16.5GWh。依托该工厂的量产能力，LG 新能源成为韩系电 ...