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y IX NEW NIT @ /瑞马临门喜 ◎ 家和万事兴/ 丙午马年 / * / 武零贰陆 BING WU MA NIAN ER LING ER LIU 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，实时关注 鑫椤储能 资讯 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ ( 阖家团圆迎新春 ) 春 风 得 意 辞 旧 岁 美 酒 佳 肴 迎 新 春 The spring breeze proudly resigned from the old year Wine and food welcome the New Year HZ 网 圆 岁序更替，华章日新。在这辞旧迎新的美好时刻，鑫椤资讯全体成员向您及您的家人致以最诚挚的新年祝 福！ 感谢您在过去一年中对鑫椤资讯的支持与信任，您每一次对文章的点赞、转发与分享，这些小小的举动汇 聚成巨大的力量，激励着我们不断前行。 2026年，我们将继续秉持初心，砥砺前行，以更加饱满的热情、更加专业的态度，为您提供更优质的内容 和服务。 再次感谢您一直以来的支持与陪伴！祝您新春快乐，事业蒸蒸日上，家庭幸福美满！ 时 刻 ...

Core Viewpoint - Tesla is focusing on enhancing its autonomous driving capabilities and expanding its Robotaxi services, with significant capital investments planned for future growth and technological advancements [1][5][17]. Group 1: Autonomous Driving and Robotaxi - Tesla has initiated paid Robotaxi services in Austin without safety drivers or follow cars, with over 500 vehicles in operation and expected exponential growth [1][9]. - The company aims to expand its Full Self-Driving (FSD) capabilities, with a target of covering 25-50% of the U.S. by year-end, pending regulatory approval [1]. - FSD paid users have reached nearly 1.1 million, with 70% opting for a one-time purchase; the transition to a subscription model is expected to impact automotive gross margins in the short term [1][10]. Group 2: Capital Investment and Financial Outlook - Tesla plans to invest over $20 billion this year across six major factories and AI capabilities, with cash and investments exceeding $44 billion available for use [2][18]. - The company anticipates record revenue from its energy business, projecting $12.8 billion in annual income by 2025, a 26.6% year-over-year increase [10][11]. - Overall gross margin is reported at 20.1%, the highest in two years, despite challenges from tariffs and fixed cost absorption [13]. Group 3: Product Development and Future Plans - The upcoming Optimus 3 robot is expected to demonstrate advanced capabilities, including learning through observation and voice, with mass production starting later this year [1][16]. - Tesla is transitioning its Fremont factory's Model S/X production line to focus on manufacturing 1 million Optimus robots annually [8]. - The company is committed to a vision of "Amazing Abundance," emphasizing the potential of AI and robotics to create a future of universal high income [4]. Group 4: Competitive Landscape - China is identified as a strong competitor in manufacturing and AI, with its capabilities being underestimated by external observers [3].

Happy new year 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，实时关注 鑫椤锂电 资讯~ 新 年 快 乐 2026春节放假时间： 2月15日（农历腊月二十八、周日）至23日（农历正月初七、周一）放假调休，共9天。 放假期间微信公众号停止更新，给您带来的不便敬请谅解。2月24日（周二）正式上班。 祝广大新老客户、朋友们节日快乐~ 鑫椤资讯 2026年2月14日 骏马踏春至，丙午启新程。 值此2026丙午马年新春佳节来临之际， 鑫椤资讯全体员工向您致以最诚挚的问候与祝福！ 放 假 通 知 | 日 | 一 | 二 | 三 | 四 | 五 | 六 | | --- | --- | --- | --- | --- | --- | --- | | 15 | 16 | 17 | 18 | 19 | 20 | 21 | | 放假 | 除夕 | 春节 | 放假 | 放假 | 放假 | 放假 | | 22 | 23 | 24 | 25 | 26 | 27 | 28 | | 放假 | 放假 | 初八 | 初九 | 初十 | 十一 | 上班 | ...

"在飞往摩尔多瓦和罗马尼亚的国际航班上，一大半都是去乌克兰做储能的中国人。" 一位储能企业的销售负责人告诉我们，这不是夸张，是现实。 一组数据，勾勒出乌克兰市场现在到底有多疯狂： 以下文章来源于新能源产业家 ，作者曾琼仪 新能源产业家 . 中国新能源产业智库，聚焦赛道上的关键产品，关键人物。集深度报道、展览会议、产业研究为一体的综合产业服务平台。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 01 转手溢价3倍 乌克兰大规模缺电下的特殊市场 这，就是乌克兰进入2026年电力全面告急后所带来的蝴蝶效应。 可怕的是，蝴蝶的翅膀仍在继续扇动。 需求爆表： 2026年，乌克兰电力设备进口市场预计将达到 42亿美元 ，其中储能设备占比超过 50% ，同比增速高达 180% 。 绝对统治： 目前，乌克兰市场上 75% 的储能设备来自中国，变压器和锂电池的"中国制造"占比更是分别高达 85% 和 76% 。 刀尖舔血： 设备拉到乌克兰，立刻三倍溢价。在当地，一名熟练的中国安装工程师底薪 2-3万元 起步，加上项目提成，年收入可达国内的数倍。 2月7日深夜，基辅街头的积雪在月光下 ...

Core Viewpoint - The article highlights the successful launch of the world's first large-scale 400MWh energy storage power station utilizing 628Ah batteries, marking a significant advancement in energy storage technology and collaboration between EVE Energy and State Grid Technology [1][2]. Group 1: Technological Advancements - The 400MWh power station is equipped with 80 sets of 628Ah energy storage batteries and 40 sets of integrated boost conversion units, demonstrating EVE Energy's leadership in large battery technology [1]. - The successful operation of the 200MW/400MWh independent energy storage project by Ruitai New Energy validates the capability of the 628Ah battery technology to support stable and efficient operation in grid-level projects [2]. - EVE Energy has achieved a cumulative production of over 1 million large batteries, confirming both the scale of manufacturing and the maturity of the technology [2]. Group 2: Strategic Partnerships - A strategic cooperation agreement for a 10GWh large battery system was signed between EVE Energy and State Grid Technology, indicating a shift from project-based collaboration to a long-term strategic partnership [3][6]. - The chairman of State Grid Technology emphasized the successful validation of large battery technology in enhancing the economic viability of power stations and grid support capabilities [5]. Group 3: Future Directions - The partnership aims to accelerate technology implementation and expand application scenarios, fostering a collaborative ecosystem focused on shared value creation [6]. - EVE Energy is positioned as both a technology innovator and an ecosystem builder, leading the industry towards sustainable development through continuous technological iteration and global collaboration [7].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ KNESS集团第一副总经理安德烈·希日尼亚克表示："海辰储能在长时储能领域展现的技术实力与工程实践能力令人印象深刻。此次战略合作既是对双方 过往成果的认可，更是面向未来市场的重要布局。我们期待与海辰储能深化协作，加速乌克兰储能项目的落地实施，为区域电力系统的安全稳定与可持续 发展贡献力量。" 根据规划，未来双方将进一步强化在项目开发、系统集成与交付实施等环节的协同，持续推动长时储能等解决方案在乌克兰市场的规模化应用，为构建更 安全、高效、绿色的东欧能源体系提供持久助力。 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 近日，海辰储能与国际可再生能源及能源解决方案提供商KNESS集团在波兰华沙正式签署战 略合作框架协议。根据协议，双方将乌克兰市场为核心，在未来两年内开展深度协作，推动 总规模 2GWh 的储能项目落地。 本次合作涵盖6.25MWh、5MWh等多款不同时长的储能系 统产品，其中首批约400MWh产品计划于2026年第一季度交付 。 此次签约是双方在前期项目合作基础上的进一步深化。 ...

Group 1 - The core viewpoint of the article highlights that Hubei Rongtong High-tech Advanced Materials Group Co., Ltd. has successfully completed a 250 million yuan Series F financing round, with the funds primarily allocated for the construction of a 28,000-ton NFPP sodium battery production line and the upgrade of a 40,000-ton fourth-generation high-density lithium iron phosphate production line [1] - The company, established in 2016, is a leading domestic manufacturer of lithium battery cathode materials, with its lithium iron phosphate production and sales ranking among the top three in the industry [1] - The company focuses on nanotechnology and has developed a diverse product matrix, with its core product being high-pressure, high-capacity lithium iron phosphate materials, widely used in new energy vehicle power batteries and energy storage systems [1] Group 2 - The company is also exploring cutting-edge areas such as lithium manganese iron phosphate and sodium-ion battery cathode materials, with sodium battery materials offering high density and good low-temperature performance, suitable for special scenarios like energy storage [1] - Currently, the company has established close industrial chain partnerships with leading battery enterprises such as CATL and Pylontech [1]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 2月9日晚，广州智光电气股份有限公司发布"关于获得客户订单的自愿性披露公告"，公司控股子公司广州智光储能科技有限公司近日与某公司签 订了金额合计10.03968亿元的储能系统《买卖合同》。 对于交易对手方的具体信息，因应客户保密要求，智光电气已履行涉密信息披露豁免程序并予以豁免披露，仅披露该交易对手方并非公司关联 方，且未被列为失信被执行人，信用状况良好，具备良好的履约能力。此次签订的买卖合同中，明确约定了买方向卖方支付进度款、卖方向买方 按约交货的相关条款，同时也确定了违约方需承担的赔偿责任，合同标的为储能系统。 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 本文来源：风光储在线 。 本 公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出处的均来源于网络搜集），如有侵权请及时联系删除。 转载内容只以信息传播为目的，仅供参考，不代表本号认同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业 ...