加大西南市场布局，中创新航再度落子！ 企查查官网显示，1月27日， 中创新航科技（自贡）有限公司 正式注册成立 ，所属 四川省自贡市沿滩区， 注册资本15亿元， 法人为 耿言 安， 董事长为刘静瑜。 经营范围包括 新材料技术研发；电池制造；电池销售；新材料技术推广服务；汽车零部件及配件制造；新能源汽车整车销售；新能源汽车换 电设施销售；新能源汽车电附件销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。 股权信息显示，该公司由中创新航及 自贡市东投建设开发有限公司共同持股， 分别持股51%和49%。其中 自贡市东投建设开发有限公司背 后的实控人为 自贡市政府国有资产监督管理委员会。 不难看出，与地方国资达成合作已成为中创新航在产业战略布局中的核心路径与主要落地方式，而在此之前，中创新航便已率先布局国企合作 赛道，与多家不同领域的国有企业携手，通过共同出资设立项目公司的形式，推进相关业务的落地与布局，为后续深化与地方国资的合作奠定 了实践基础。 比如，2025年8月，与邯郸国有企业 合资的 中创新航科技（邯郸）有限公司，注册资本高达40亿元；2025年11月，与信阳 国有企业 合资 的 中创新航科 ...

巡访标杆企业，洞见产业未来 ——2026起点圆柱电池全国行持续进行 中 ！ 在新能源电池技术路线多元竞合的行业背景下，圆柱电池凭借其结构特性与场景适配潜力，再度成为行业聚焦的核心赛道。从产品尺寸维度来 看，除经典的 18/21 系列外，行业已衍生出 30、32、37、40、46、60、66 等多款大圆柱电池系列，而大圆柱电池凭借与细分应用场景的 高度适配性，正成为推动圆柱电池赛道市场拓展的核心驱动力。 当前，各型号圆柱电池百花齐放，大圆柱电池哪一直径系列具备核心竞争优势、行业能否构建标准化发展体系，成为赛道发展的关键议题。深 耕圆柱电池领域的创新型企业力华电源，对此给出了明确的判断与答案：公司坚定布局 46 系列大圆柱电池，持续在技术攻坚、市场布局及行 业标准化推进等维度聚力发力。 1 月 23 日，起点锂电总经理邱嘉胜率起点圆柱电池专项巡访调研团到访 北方标志性电池企业 —— 烟台力华电源科技有限公司 （ 以下简 称： 力华电源 ） ，与公司 副总经理 、 研究 院院长 王茂范 博士 展开深度 对话 ，围绕企业战略布局、技术创新方向与未来发展规划等核心 议题，进行了全方位、深层次的交流与探讨。 王茂范表示， ...

为加强新能源汽车废旧动力电池回收和综合利用全链条监督管理，构建规范、 安全、高效回收利用体系，工业和信息化部、国家发展改革委、生态环境部、 交通运输部、商务部、市场监管总局等六部门近日联合印发《新能源汽车废旧 动力电池回收和综合利用管理暂行办法》（以下简称《管理办法》）。 近年来，我国新能源汽车产业快速发展，产销量持续攀升。2025年，新能源汽 车产销量分别为1662.6万辆、1649万辆，同比分别增长29%和28.2%。随着 销售使用的新能源汽车动力电池容量衰减步入退役期，废旧动力电池产生量不 断增长，未来我国将迎来动力电池规模化退役阶段。据有关研究机构测算， 2030年当年的废旧动力电池产生量将超过100万吨。做好废旧动力电池回收利 用工作，关系生态环境保护，关系人民群众生命财产安全，也关系到我国新能 源汽车和动力电池产业高质量发展。党中央、国务院高度重视废旧动力电池回 收利用工作，2025年2月，国务院办公厅印发了《健全新能源汽车动力电池回 收利用体系行动方案》（以下简称《行动方案》），要求加快制定相关法规规 章，用法治化手段规范回收利用。 《管理办法》是落实《行动方案》的重要举措，坚持遵循"全渠道、全 ...

Core Viewpoint - The article highlights BYD's strategic overseas expansion in the lithium battery industry, particularly through a partnership with Vietnam's Kim Long Automotive to establish a battery manufacturing plant, aligning with the growing demand for electric vehicles in Southeast Asia [2][3]. Group 1: Partnership and Market Demand - BYD has signed a strategic cooperation agreement with Kim Long Automotive to establish a battery manufacturing facility in Vietnam, marking a significant step in BYD's dual strategy of electric vehicles and battery production [2]. - Vietnam's government is pushing for a green transition in transportation, with plans to ban fuel motorcycles in urban areas by July 2026 and restrict fossil fuel vehicles by 2030, creating a booming market for electric vehicles [2]. - Electric vehicle sales in Vietnam reached 103,900 units in the first three quarters of 2025, a year-on-year increase of over 103%, indicating a rapidly expanding market for electric vehicles and batteries [2]. Group 2: Project Details and Production Capacity - The total investment for the new battery factory is $130 million (approximately 900 million RMB), with Kim Long Automotive covering all construction costs while BYD provides comprehensive technical support [3]. - The factory will focus on commercial vehicle batteries, with an initial production capacity of 3 GWh, utilizing BYD's advanced lithium iron phosphate technology, and aims to become a leading commercial vehicle battery factory in Vietnam and Asia [3]. - The project will be developed in two phases, with the second phase expanding the facility to include passenger vehicle battery research and production, increasing total capacity to 6 GWh [3]. Group 3: Industry Trends and Strategic Implications - The trend of Chinese lithium battery companies expanding overseas has entered a new phase, driven by various factors including global EV penetration rates and local policy barriers [4]. - From 2020 to 2024, China's lithium battery export value is projected to grow from $15.9 billion to $61.1 billion, with a compound annual growth rate of 40%, indicating a robust international market for Chinese battery manufacturers [5]. - BYD's collaboration with Kim Long Automotive allows it to enter the Southeast Asian market quickly while avoiding direct factory establishment costs, providing a differentiated approach to international expansion [5]. Group 4: Long-term Strategic Benefits - The project will help BYD accumulate operational experience in the Southeast Asian market and position itself to meet the needs of local and international automotive brands, such as VinFast [6]. - The technology output model allows BYD to leverage its expertise in lithium iron phosphate batteries while enhancing its brand influence internationally, creating a competitive edge over companies that establish factories directly [6]. - Although the overseas market presents opportunities, challenges such as policy fluctuations and local operational issues remain, but BYD's approach effectively mitigates initial risks while fostering deeper collaboration with local enterprises [6].

2026新年伊始，韩系知名电池企业三星SDI接连抛出两大重磅布局。 1月25日，韩媒报道， 三星SDI 宣布投资约1万亿韩元在匈牙利格德工厂建设圆柱形电池生产线，计划将欧洲电动车电池产品组合从方形转向 高性能圆柱电池。 与此同时，市场再传消息， 其 已向多家设备商下达采购订单（PO），正式 启动美国印第安纳州合资工厂产线改造，将3条生产线转为储能系 统（ESS）专用磷酸铁锂（LFP）电池产线，冲刺今年第四季度量产。 报道称，该工厂是 三星SDI与斯特兰蒂斯（Stellantis）合资的"StarPlus Energy"一号店， 原规划4条生产线。 行业认为， 三星SDI 这两项动作一东一西、一车一储，精准踩中全球锂电行业技术路线迭代与储能市场爆发的双重风口，更折射出三星SDI重 构全球竞争优势的战略考量。 三星SDI欧洲市场的产品路线切换，本质是对区域市场痛点与技术趋势的精准响应。当前，大圆柱电池在海外电动车市场正迎来爆发式增长， 特斯拉4680电池装车、宝马新世代车型搭载46系圆柱电池实现续航突破900公里，形成"特斯拉+宝马"双引擎驱动格局，推动欧洲车企加速 拥抱这一技术路线。与方形电池相比，圆柱电池的核 ...

1月27日，厦钨新能(688778.SH)公告称， 2025年实现营业总收入200.34亿元，同比增长47.84%；实现归属于母公司所有者的净利润 7.55亿元，同比增长41.83%。 往 期 回 顾 | | ｜ | 联动天翼：涅槃归来，三大核心产品强攻高端细分赛道 | | --- | --- | --- | | | ｜ | 比亚迪下发3年材料长单！ | | 03 | ｜ | 剑指中东！4大锂电龙头产能出海 | | 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 | | 01 02 | | | 锂电交流群—码上入群 | 项目 | 本报告期 | 上年同期 | | 增减变动 | | --- | --- | --- | --- | --- | | | | | | 幅度(%) | | | | 调整前 | 调整后 | 调整后 | | 营业总收入 | 2,003, 365. 33 | 1, 329, 679. 03 | 1.355,083.62 | 47.84 | | 营业利润 | 87. 505. 02 | 51, 323. 33 | 55.665.95 | 5 ...

Group 1 - CATL secured the world's largest energy storage project at the beginning of last year, signaling a strong start for the lithium battery industry [3] - Multiple projects and new product launches have emerged at the start of this year, indicating positive trends for the industry [3] Group 2 - CATL signed an agreement with the Yunnan provincial government on January 27 to collaborate on new energy batteries, green energy, green transportation, and low-altitude economy, with plans to start construction in Q1 [5] - On January 26, CATL's subsidiary, Times Intelligent, partnered with Indonesian Battery Company (IBC) to explore integrated smart chassis for local electric vehicle development [6] - The second phase of the Xiamen Times project is set to begin production in Q2, with an investment of approximately 6.5 billion yuan and a capacity of about 30GWh [7] - The North China battery factory project is progressing rapidly, with an investment of 4 billion yuan and a planned capacity of 15GWh, expected to be operational by May 2024 [8] - The Changan power battery project in Chongqing was successfully signed on January 14, aimed at serving clients like Avita and Changan Qiyuan [9] - CATL's after-sales service brand "Ningjia Service" opened in Saudi Arabia, covering various after-sales services and expanding its global presence [10] - The third phase of the Luoyang base project has begun, with the first equipment entering the site, and the total output value has exceeded 20 billion yuan [11] Group 3 - CATL launched the "Tianxing II" light commercial series solutions on January 22, offering customized battery packs for diverse user needs [11] - The company invested in Fulin Precision, raising 3.175 billion yuan for various projects, including energy storage lithium iron phosphate and electric drive system components [11] - CATL renewed a five-year cooperation agreement with NIO in Hefei, focusing on technology, ecology, and market collaboration [11] - A new energy storage company, Inner Mongolia Mengning Times Energy Storage Technology Co., Ltd., was established with a registered capital of 1 million yuan, fully owned by CATL [12] Group 4 - CATL's founder, Robin Zeng, is often described as having a "gambling nature," but this is seen as a mischaracterization, as each decision is backed by careful planning [14] - The company has focused on battery technology for over a decade, leveraging ATL's experience in consumer batteries to establish a strong position in the power battery and energy storage sectors [14] - CATL has built a vast investment portfolio since 2018, with over 300 companies directly or indirectly held as of July last year [14] - The company is rapidly extending its reach into the battery downstream, particularly in battery swapping and automotive chassis integration [15] - Despite the lithium battery market entering an adjustment phase in 2023, CATL's profits and revenues remain stable, with significant R&D expenditures [15][16]

Industry Background - The market for large cylindrical batteries and all-tab batteries is expected to explode by 2025, with China's cylindrical battery shipments projected to grow by over 15%, and large cylindrical batteries expected to exceed 40% growth. Major companies like EVE Energy, Molicel, and others are facing supply shortages [3] - The 32, 40, 46, and 60 series large cylindrical products are rapidly expanding in various sectors including lightweight power, electric two- and three-wheelers, portable and home energy storage, and automotive power [3] - New growth points and market spaces are emerging from the integration of technologies such as all-tab, high nickel, silicon-carbon, and sodium batteries with cylindrical batteries [3] Event Overview - The 2026 (Second) Qidian Lithium Battery Cylindrical Battery Technology Forum and the release of the Top 20 Rankings for Cylindrical Batteries will take place on April 10, 2026, in Shenzhen [6] - The event will feature discussions on cutting-edge technologies, processes, and materials related to cylindrical batteries, providing a platform for industry leaders to share insights [3][6] Conference Agenda - The forum will include sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development trends of automotive-grade large cylindrical batteries [7][8] - Roundtable discussions will focus on overcoming barriers to overseas market entry and identifying emerging application markets for rapidly growing cylindrical batteries [7][8] Participating Companies - Notable cylindrical battery companies expected to attend include EVE Energy, CATL, BYD, and LG Energy, among others. The event will also attract downstream application companies and equipment manufacturers [10]

在微储 行 领域加速普及的当下，电池作为核心能量载体，其标准化适配性、灵活升级能力、稳定可靠性与安全防护性，直接决定场景应用体 验与产业发展上限。 氟芯大圆柱电池深度契合 微储行 领域的多元化需求与使用特性，以四大核心价值，成为全场景 微储行 应用的优选方 案。 01 全链标准化，重塑微储 行 效率新基准 02 原位升级优势，适配 微储行 全场景灵活需求 微储行 市场需求呈现多元化、快速迭代的特征： 户储用户追求更大能量与更小电损 ，乘用车需平衡动力与能耗，二三轮轻型车则关注成本与 适配性。如何在标准化基础上实现性能灵活升级，成为行业核心诉求。 氟芯大圆柱电池以 "尺寸不变、性能可调"的原位升级逻辑，完美适配全场景需求。依托固定的标准化尺寸，搭配氟芯专属的高性能材料化学 体系，可灵活调整电量参数—— 既能满足户储强劲需求， 也能匹配乘用车的续航标准与二三轮轻型车的能耗需求； 通过优化快充协议与功 率输出，可实现不同场景的快充需求，适配便携储的应急补能、乘用车的日常通勤快充等使用场景。这一特性让 微储行 电池环节的研发周期 缩短至 3-6个月，研发成本直接下降80%：研发人员投入精简、零部件开模费用省去、产品验 ...

起点锂电获悉， 1 月 26 日晚鼎龙股份公告称 准备用 6.3 亿元 收购 皓飞新材 70% 股权， 引发热议，该事件也让鼎龙股份在昨日顺利新增 "锂电池概念"。 鼎龙股份 此举有意将 皓飞新材 纳入麾下成为其子公司，并依托其优势加快锂电材料领域（ 导电剂、电极 、 隔膜粘结剂 ）的布局 。 皓飞新材 在锂电行业知名度较高，是国内 分散剂领域头部供应商，该公司 深耕锂电池材料领域 多年 ，客户覆盖 国内大部分头部新能源企 业，该公司针对不同电池种类的不同应用，布局了多类型的产品，例如 功能性分散剂、粘接剂 、 工艺性辅材 等 ， 辅助电池厂攻克材料痛 点，提升电池性能，在业内树立了好口碑。 此举也是 鼎龙股份 跨界锂电的重要一步，公司希望能借此机会快速切入锂电材料赛道，为公司带来新的业绩增长点，双方还能 整合研发、 采购、管理 等诸多方面的资源，建立起更为强大的生态，这一切的原因是鼎龙股份看到了新能源赛道背后的巨大潜力。 鼎龙股份是国内重要的半导体材料平台公司，该公司最早以 打印耗材 为业务一步步发展 ， 拓展至半导体材料领域，开发出多款国内稀缺材 料产品，例如 CMP 工艺材料 、 晶圆光刻胶、半导体显示 ...