1月22日，五粮液产业园区储能电站项目（第二次）EPC总承包开标记录发布。 投标人有中铁八局集团电务工程有限公司与四川省电力设计院有限公司组成的联合体、中国建筑第二工程局有限公司与中建中环新能源有限公司 的联合体、中铁十一局集团电务工程有限公司与中撰工程设计有限公司联合体、四川亿能达建设工程有限公司、快卜时代（福建）新能源科技有 限公司与中图设计有限公司组成的联合体、中洲汉元建设有限公司，投标单价处于0.7139-0.7318元/Wh之间。 此前该项目已经经过一轮招标，但因投标人数不足三家而流标，此次为第二次招标。 2 起点研究院 2 起点锂电 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 全 极 耳 技 术 跃 升 大 圆 柱 市 场 领 航 I 12月11日，五粮液产业园区储能电站项目流标公示。公告显示，因本项目递交投标文件的投标人不满足三家，故五粮液产业园区储能电站项目 作流标处理。 10月31日， 五粮液产业园区储能电站项目招标计划公告发布，该项目招标人为四川中新绿色能源有限责任公司。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ ...

1月22日，宁德时代以"同行·定胜"为主题召开轻商行业新品发布会，重磅推出天行II轻商全场景定制化系列解决方案，并首发轻商行业首款动 力电池智能管理应用"电池管家"天行版，同步落地全系轻商换电方案。此举凭借"硬件+软件+服务"全场景生态，打破轻商行业标准化解决方案 瓶颈，推动新能源轻型商用车正式迈入智算赋能、精益管控的定制化运营新阶段。 锂电交流群—码上入群 当前，城配、城际、末端配送、寒区运输等轻商场景需求日趋精细，标准化方案已难匹配运营痛点。宁德时代天行II系列直击行业症结，打造四 大定制化产品矩阵，将技术性能转化为用户出勤率与实际收益。超充版适配高频城配，零下15℃快充30分钟即可补能80%，电芯循环寿命达 8000次，全生命周期可增收运费15万元；长续航版搭载全球首款轻商超混化学电芯，253kWh单包最大电量实现800公里实况续航，泰山 PACK架构减重260kg进一步降低运营成本；高温超充版聚焦末端物流，18分钟补能60%，能耗再降5%实现"车电同寿"；低温版作为轻商首款 量产钠离子电池，零下30℃可即插即充，攻破寒区运营壁垒，助力新能源轻商全国普及。 当天，宁德时代还宣布同步推出的"电池管家"天行 ...

起点锂电获悉，天合光能签约两大项目，首先是 与爱尔兰可再生能源开发商Aer Soléir正式签署了其在意大利首个大型电池储能项目合作协 议，双方将共同建设位于都灵地区Rondissone的250 MW/1 GWh储能电站。该项目将成为意大利乃至欧洲目前规模最大的电池储能项目之 一。除设备供应外，天合储能还将提供涵盖全生命周期的一站式服务，包括为期20年的长期服务协议（LTSA），覆盖预防性与纠正性维护、备 件管理、全天候远程技术支持、延保服务及系统性能保障。 其次是天合 储能 宣布在拉丁美洲市场实现重要业务进展，与T-Power及YPF Luz两家区域 能源 领军企业签署电池 储能 系统供应合同，总容 量达1.203 GWh。 起点舞电 全球 第三章 | 智慧 台 服 务 内 容 F 品牌服务 研究咨询 资本服务 政府服务 品牌 论坛 数据 融资 IPO 规划 研究 招商 调研 咨询 宣传 展会 报告 服务 报告 服务 를 밝 品牌 募投 投资 国区 政府 会员 亚亚 服务 簧划 顾问 报告 顾问 宣传 定位 顾问 合作咨询 郎先生 189 3802 3176 2 起点研究院 2 起点锂电 2026(第二届) ...

巡访标杆企业，洞见产业未来 —— 2026 起点圆柱电池全国行正式启动！ 在新能源电池行业技术迭代与市场需求升级的双重驱动下，企业纷纷加速赛道布局与产品创新。 其中圆柱电池基于标准化程度高、散热性能 好、生产工艺成熟且成本控制等优势，成为当前企业重点布局和迭代的电池技术，并在各细分赛道和新兴市场加速渗透。 1 月 17 日，起点锂电 总经理 邱嘉胜带领起点圆柱电池巡访调研团走进专注于固态电池研发与生产的企业——浙江锋锂新能源科技有限公司 （以下简称：浙江锋锂），与公司 市场 总监 俞胜瑜等 就其核心产品进展与未来发展规划进行了深度交流。 浙江锋锂背靠赣锋锂业，由赣锋旗下赣锋锂电全资控股，是赣锋锂电 专营固态电池的子公司， 其产品线实现了从底层 核心 电池 材料到终端应用的垂直覆盖，核心聚焦于 固液 混合 锂离子电池与锂金属电池的研发与量产，同步配套电池 模组 与 电池 系统 解决方案。 在交流中， 俞胜瑜 表示，目前锋锂主要电池产品包括软包及圆柱 电池， 产品 "双高性能（高比能、高功率）"持续处于行业领先地位。 2025 年公司已经实现 多 种型号产品的 批量 出货， 2026 年将 加强 市场开拓， 全力 ...

Core Insights - The global lithium battery shipment in 2025 is projected to reach 2042.7 GWh, representing a year-on-year growth of 46.8%, with power batteries accounting for 62.2% of the demand structure [2] - By 2030, the global lithium battery shipment is expected to reach 5333.6 GWh, with a decreasing share of power batteries and an increasing trend in energy storage batteries [2] Group 1: EV Power Lithium Batteries - In 2025, global sales of new energy vehicles are expected to reach 24.04 million units, a year-on-year increase of 31.8%, driving the global EV power battery shipment to 1271 GWh, up 39.9% [3] - The market concentration for EV power batteries is increasing, with the top five companies accounting for 72% of the market share [10] Group 2: Energy Storage Lithium Batteries - The global energy storage battery shipment is projected to be 637 GWh in 2025, a year-on-year increase of 78.9%, primarily driven by markets in China, Europe, the Middle East, and Southeast Asia [3][14] - The market concentration for energy storage batteries is also rising, with the top five companies expected to hold 53.3% of the market share in 2025 [14] Group 3: Lightweight Power Lithium Batteries - The implementation of new national standards for electric bicycles in September 2025 is expected to stimulate demand, with global lightweight power battery shipments reaching 55.4 GWh, a year-on-year increase of 10.8% [4] Group 4: 3C Lithium Batteries - The global 3C lithium battery shipment is projected to be 70.8 GWh in 2025, with a year-on-year growth of 5.8%, driven by device replacements and hardware upgrades [4] - The 3C electronics sector is expected to maintain steady growth, with shipments projected to exceed 115.2 GWh by 2030, reflecting a compound annual growth rate of 10.2% over the next five years [4] Group 5: Battery Materials Market - In 2025, the global shipment of lithium battery cathode materials is expected to reach 479.8 million tons, a year-on-year increase of 48.5%, with lithium iron phosphate accounting for 78% of the total [21] - The global shipment of lithium battery anode materials is projected to be 272.3 million tons in 2025, with artificial graphite making up 89.3% of the total [27] Group 6: Electrolyte and Separator Markets - The global lithium battery electrolyte shipment is expected to reach 239.6 million tons in 2025, a year-on-year increase of 53% [29] - The global lithium battery separator shipment is projected to be 384.9 billion square meters in 2025, with a year-on-year growth of 48.6% [36] Group 7: Copper and Aluminum Foil Markets - The global lithium battery copper foil shipment is expected to reach 148.7 million tons in 2025, with a year-on-year growth of 49.1% [39] - The global lithium battery aluminum foil market is projected to reach 72.3 million tons in 2025, a year-on-year increase of 48.8% [43]

——行业背景—— 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 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； 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； 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。 活动名称： ...

当前确实是个不错的上市节点。自2025年下半年行业触底反弹以来，先一步实现"A+H"布局的赣锋锂业、天齐锂业H股涨幅明显高于A股，后 者高溢价的优势正在逐步减少。 仅以赣锋锂业为例，2025年受到其H股上涨幅度更高的影响，A/H溢价率从1.85倍左右持续回落，到1月21日已经降至1.19倍，逼近历史上 1.13倍的最低值。 进一步放到国际上比较，PLS（皮尔巴拉矿业）、ALB（美国雅保）等海外锂业公司的整体涨幅，也要优先于以"锂业双雄"为代表的A股公司。 以上来自资本市场层面的因素，或许也成为天华新能赴港上市的动力之一。 天华新能原名天华超净，后因其锂盐业务发展迅速，公司才更名为天华新能。 1月21日晚间，天华新能披露公告称，为加快国际化战略布局，利用国际资本市场优势，打造多元化资本平台，增强公司境外融资能力，公司正 在筹划在境外发行股份（H 股）并在香港联交所上市。 天华新能表示，截至公告披露日，公司正在与相关中介机构就本次 H 股发行上市的具体推进工作进行商讨，相关细节尚未确定。本次发行 H 股 并上市不会导致公司控股股东和实际控制人发生变化。截至1月21日收盘，天华新能股价报52.03元/股，总市值约为 ...

1月21日，鹏辉能源发布2025年度业绩预告，预计归属于上市公司股东的净利润为1.70亿元~2.30亿元，同比扭亏为盈。报告期内，公司业绩 变动的主要原因是行业向好，产品产销两旺，销售订单增加，营业收入增长。 | | | | 顶目 | 本报告期 | 上年回期 | | --- | --- | --- | | 归属于上市公司股东的净利润 | 盈利:17,000万元-23,000万元 | 亏损:25,245.57万元 | | 扣除非经常性损益后的净利润 | 盈利:8,000万元-11,000万元 | 亏损:32,237.54万元 | 往 期 回 顾 | 01 | ｜ | 厦门时代二期30GWh电芯产能即将投产 | | --- | --- | --- | | 02 | ｜ | 磷酸铁锂龙头单季净利暴涨500%！ | | 03 | ｜ | 中国锂电上料搅拌设备龙头理奇智能创业板IPO过会 | | 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 | 锂电交流群—码上入群 点击 阅读原文 ，即可报名参会！ 全球锂电产业智库 電機能電 平台服务内容 品牌服务 研究咨询 ...

Group 1 - The core viewpoint of the article highlights the progress of the lithium battery material project by Chizhou Tianci High-tech Materials Co., Ltd., which is expanding its production capacity from 150,000 tons to 280,000 tons of lithium battery materials with a total investment of 300 million yuan [2] - The company forecasts a net profit of 1.1 billion to 1.6 billion yuan for the year 2025, representing a year-on-year growth of 127.31% to 230.63% [2] - The significant increase in net profit for the fourth quarter is attributed to the rising demand in the new energy vehicle market and the rapid growth in the energy storage market, leading to a substantial increase in sales of lithium-ion battery materials [2] Group 2 - The lithium battery materials industry is expected to show signs of recovery in the second half of 2025, with the average price of electrolyte reaching 35,500 yuan per ton in the fourth quarter, marking a quarterly increase of 92.41% [3] - Several institutions have raised their profit forecasts for Tianci Materials for 2026, with East Wu Securities projecting a net profit of approximately 8.06 billion yuan, while other firms have similar estimates [3] - If the average price of hexafluorophosphate lithium continues to rise, some institutions estimate that the net profit attributable to shareholders for 2026 could reach 10.5 billion yuan [3]

Core Viewpoint - The competition in the electric vehicle (EV) market in 2025 is characterized by "one leader and many strong players, differentiation among new forces, technology-driven advancements, accelerated overseas expansion, and ecological integration" [2] Group 1: Market Dynamics - The market competition is intensifying, with automakers and battery companies increasingly collaborating across technology, supply chains, capital, and standards to address market challenges and technological changes [2] - The establishment of joint ventures remains a common strategy in the industry, exemplified by the rapid progress of the 4 billion yuan, 15GWh capacity battery factory by CATL and BAIC [2][4] Group 2: Joint Ventures and Production Capacity - CATL holds a 51% stake in the newly established Beijing Times Power Battery Co., which is set to be built in two phases and aims for production by 2026, serving major clients like BAIC and Xiaomi [4][5] - The factory is located in Beijing's Yizhuang Economic Development Zone, a core area for the automotive industry, which generates over 200 billion yuan annually, accounting for nearly 60% of Beijing's automotive output [5] Group 3: Strategic Collaborations - CATL's strategy includes not only battery manufacturing but also expanding into battery swapping and industry chain collaboration, with plans to establish around 40 battery swap stations in Beijing by the end of 2025 [6] - The company has formed deep partnerships with various automakers, ensuring stable battery supply while enhancing customer loyalty and market share [7][17] Group 4: Market Position and Challenges - In 2025, CATL maintained its leading position in the power battery market with a domestic installed capacity of 333.57GWh and a market share of 43.42%, despite a slight decline in market share compared to the previous year [16] - The company supplied batteries for 445 vehicle models from 37 automakers, representing 38% of the total models announced, with a notable increase in collaboration with automakers [16][19] Group 5: Future Outlook - CATL is transitioning from a battery supplier to an "energy + chassis solution provider," collaborating with automakers on battery recycling and vehicle-to-grid (V2G) interactions, exploring new business models and growth points [19] - Despite fluctuations in market share, CATL continues to maintain deep collaborations with numerous automakers, extending its cooperation model beyond simple product supply to include technology collaboration and ecological co-construction [19]