12月1日消息，工业和信息化部近日组织召开动力和储能电池行业制造业企业座谈会。座谈会围绕规范 动力和储能电池产业竞争秩序、推动产业高质量发展，听取相关企业情况介绍及意见建议。工业和信息 化部党组书记、部长李乐成出席会议并讲话。12家动力和储能电池产业链企业负责人围绕企业生产经 营、技术研发、市场竞争、知识产权保护等深入交流，介绍企业基本情况和当前面临的困难问题，提出 意见建议。 《能见派》获悉，当天参会的企业代表包括：比亚迪董事长王传福，宁德时代副董事长李平，中创新航 董事长刘静瑜，亿纬锂能董事长刘金成，欣旺达集团创始人王明旺，天赐材料董事长徐金富，贝特瑞常 务副董事长、总经理黄友元，天合储能总裁杨豹，国轩高科中国业务板块副总裁陈炜，海辰储能执行董 事兼总经理王鹏程，容百科技董事长、总经理白厚善，恩捷股份副董事长、总经理李晓华。 工业和信息化部党组书记、部长李乐成指出，要全面客观认识产业发展形势，认真落实党中央关于综合 整治"内卷式"竞争的决策部署，加快推出针对性政策举措，依法依规治理动力和储能电池产业非理性竞 争，加强产能监测、预警和调控，加大生产一致性和产品质量监督检查力度，打击知识产权违法行为， 引导企 ...

公司方面，据上市公司互动平台表示， 工业和信息化部11月28日组织召开动力和储能电池行业制造业企业座谈会，围绕规范动力和储能电池产 业竞争秩序、推动产业高质量发展，听取相关企业情况介绍及意见建议。 工信部部长李乐成指出，要认真落实党中央关于综合整治"内卷式"竞争的决策部署，加快推出针对性政 策举措，依法依规治理动力和储能电池产业非理性竞争，加强产能监测、预警和调控，加大生产一致性 和产品质量监督检查力度，打击知识产权违法行为，引导企业科学布局产能、合理有序"出海"。 工业和信息化部将科学编制"十五五"产业发展规划，加大技术创新支持，强化标准支撑引领，提升产业 治理现代化水平，为产业高质量发展创造良好环境。 本次与会企业和高管包括：比亚迪董事长王传福、宁德副董事长李平、亿纬锂能董事长刘金成、欣旺达 创始人王明旺、中创新航董事长刘静瑜、海辰储能总经理王鹏程、天赐材料董事长徐金富、恩捷股份董 事长李晓明、容百科技董事长白厚善、贝特瑞总经理黄友元。出席规格之高，意味着后续相关行动决策 和推进力度可能较强。 华福证券指出，当前正极、隔膜、铜箔、铝箔等多环节均出现"头部企业微利二线亏钱"、"即时盈利但 回收期长"等问题， ...

1.【特斯拉FSD加速在欧洲推进，已获准在西班牙进行测试】特斯拉FSD（监督版）项目正在欧洲加 速推进，其中西班牙凭借其新推出的"西班牙自动驾驶车辆框架计划"（ES-AV）成为关键测试枢纽。 西班牙交通总局于2025年7月正式启动ES-AV计划，旨在为自动驾驶车辆从原型阶段到预认证阶段的 测试建立统一标准。（IT之家） 2.【保时捷高管：911暂不推插混车型，因需改动车身布局】 保时捷911的"性能混合动力"系统将是 这款标志性跑 车在电动化道路上所能达到的极限，除非技术的进步能大幅减小电池的尺寸和重量。 据《Drive》报道，保时捷双门车型系列副总裁弗兰克・莫泽（Frank Moser）在接受媒体采访时表 示，品牌曾考虑推出911插电式混合动力（PHEV）车型，但最终因尺寸和重量限制而放弃。（搜 狐） 3.【中创新航与零跑汽车合资动力电池制造基地开工，明年6月投产】11月28日，武义中凌新能源动 力电池智能制造基地项目举行开工活动。武义县新质智造产业园内，塔吊林立、机声隆隆，1100余 名工人正在热火朝天推进项目建设。中凌新能源动力电池智能制造基地项目由中创新航科技集团股份 有限公司和浙江零跑科技股份有限公 ...

Investment Rating - The industry rating is "Outperform the Market" [10][17] Core Insights - The Ministry of Industry and Information Technology (MIIT) held a meeting on November 28, focusing on the "anti-involution" in the power and energy storage battery industry, emphasizing the need to enhance the lithium battery sector [4][7] - High-level attendance at the meeting indicates strong potential for subsequent actions and decisions [5][6] - The meeting addressed critical issues such as production operations, technology research and development, market competition, and intellectual property protection, highlighting the pain points in the industry [7] - MIIT plans to introduce targeted policies to mitigate irrational competition and promote a healthier and more sustainable industry ecosystem [8] Summary by Sections Industry Events - The MIIT meeting included representatives from major companies in the lithium battery sector, indicating a significant focus on addressing industry challenges [4][6] - The discussion centered on the overcapacity issues caused by blind expansion in the lithium battery materials industry over the past two years [7] Future Outlook - The report suggests that most sub-sectors of lithium battery materials are expected to achieve orderly expansion without significant overcapacity in the coming years [8] - Certain sub-sectors with low profitability and long payback periods may see price increases [8] Investment Recommendations - The report recommends focusing on leading companies in global energy storage, power, and consumer batteries such as CATL, EVE Energy, and others [8] - Specific companies to watch for price increases include those in lithium iron phosphate, copper and aluminum foil, separators, and electrolytes [8]

今年8月份，中创新航科技集团股份有限公司(以下简称"中创新航")与广东高域科技有限公司(以下简 称"广汽高域")签署深化战略合作协议，双方将聚焦eVTOL领域推进电源标准化产品研发；6月份，搭载 中创新航9系高镍/硅体系专用电池(电芯能量密度超300Wh/kg、支持6C快充)的广汽高域GOVY AirCab已 正式发布，7月份完成样机交付，目前该机型进入适航审定阶段，计划2026年下半年取证量产，中创新 航同步研发的第二代半固态大圆柱电池能量密度可达350Wh/kg。 福建华策品牌定位咨询创始人詹军豪接受《证券日报》记者采访时表示，航空动力电池核心机遇在于低 空经济"双碳"需求驱动下的市场扩容，技术迭代加速提升能量密度与安全性，且整机厂绑定模式利于快 速商业化。长期挑战包括电池续航能力仍需突破以满足长距离飞行需求，成本控制压力大，以及回收体 系不完善带来的环境问题。 除电池技术外，氢燃料动力凭借"碳排放归零"优势，成为通航脱碳的重要方向，上市公司在核心装备环 节实现关键突破。例如，中国航发展出的兆瓦级氢燃料涡轴发动机，燃烧过程仅排放水蒸气，适配10吨 至20吨级分布式电推进飞机，该发动机已于2024年完成整机 ...

Core Viewpoint - The article highlights the normalization of negative electricity prices in various regions, including China, Europe, and Australia, driven by the imbalance between electricity supply and demand due to the rapid increase in wind and solar power installations. This situation is creating a new demand for medium to long-duration energy storage solutions, particularly in the 4-12 hour range [2][3]. Group 1: Market Trends and Developments - The phenomenon of negative electricity prices is becoming commonplace, prompting a shift towards medium to long-duration energy storage solutions [2][3]. - The global competition for energy storage systems with a capacity of 6MWh and above is intensifying, with a focus on long-duration storage solutions [3][4]. - By 2024, the penetration rate of 4-hour energy storage systems reached 15%, and this segment is becoming mainstream in 2025 [3][4]. Group 2: Technological Advancements - Major Chinese companies are rapidly increasing the production of large-capacity energy storage systems to seize market opportunities in the long-duration storage era [4][5]. - Companies like Ningde Times and Envision Energy are leading the charge with the mass production of high-capacity energy storage cells, such as the 587Ah cell [5][7]. - The competition is not limited to lithium batteries; flow battery technology is also gaining traction, with strategic partnerships being formed to develop large-scale storage projects [8][9]. Group 3: Competitive Landscape - The market is witnessing a split between companies focusing on large capacity cells using different manufacturing processes, namely the stacking and winding techniques [10][11]. - The stacking process is favored for its high space utilization and low-temperature performance, while the winding process benefits from established production efficiency [11][12]. - Companies are adopting differentiated strategies based on their technological capabilities, with some focusing on rapid deployment of 500+Ah cells and others on the long-term potential of 600+Ah cells [12][13]. Group 4: System Variability and Customization - The differences in cell technology are reflected in the energy storage systems, with various companies targeting different container sizes (10ft, 20ft, 30ft) to meet diverse application needs [14][15]. - Companies like Sungrow and BYD are launching multiple size versions of their energy storage systems to cater to specific market demands [15][16]. - The trend towards customized solutions is becoming more pronounced, as companies recognize the need for tailored energy storage solutions to address varying requirements in the market [17][19].

2 起点锂电 52 起点固态电池 | 倒计时20天 | | --- | | 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 | | &起点研究十周年庆典 | | 2025起点用户侧储能及电池技术论坛 | | 活动主题： 新周期 新技术 新生态 | | 活动时间： 2025年12月18-19日 | | 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井 | | 镇沙井路118号） | | 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR | | 活动规模： 线下1200+，在线直播观看30000+ | | 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/赣锋锂电/多氟多/保力新/ | | 远东电池/国轩吉美泰/诺达智慧/创明新能源/孚能科技/德赛电池/陀普科技/蓝京新能源/中比新能源/北 | | 测新能源/亿鑫丰/达力智能/金力股份/苏州莫洛奇/鑫晟达/先导智能/恩捷股份/尚太科技/超业精密/科 | | 迈罗/东唐智能/贤辰智享/爱签/中天和/和明机械 /信瑞新能源 等 | 11月28日，国家工业和信息化部组织召开动力和 ...

Core Insights - The core viewpoint of the articles highlights the significant growth in China's lithium battery shipments, particularly in the power battery segment, driven by the increasing demand from the electric vehicle market and overseas markets [1][3]. Group 1: Lithium Battery Shipments - In 2024, China's total lithium battery shipments are projected to reach 1175 GWh, representing a year-on-year growth of 32.6% [1]. - The breakdown of shipments includes power batteries at 780 GWh (up 23%), energy storage batteries at 335 GWh (up 64%), and consumer batteries at 55 GWh (up 14%) [1]. Group 2: Power Battery Growth - The power battery shipments are expected to grow to 780 GWh in 2024, with a year-on-year increase of 23.8%, indicating strong growth momentum [3]. - The growth is attributed to the rapid increase in domestic electric vehicle sales and high demand in overseas markets, which boosts the export scale of domestic battery manufacturers [3]. - In the first eight months of 2025, power battery shipments reached 476 GWh, with lithium iron phosphate batteries accounting for 78% of total power battery shipments, reflecting a year-on-year growth of 68% [3]. Group 3: Market Dynamics - In 2024, CATL holds a 45.1% market share in power battery installations, with the competitive landscape remaining largely unchanged among the top fifteen companies [5]. - New entrants like Jidian New Energy and Yaoning New Energy are emerging, backed by established automotive companies, indicating a trend towards vertical integration in battery production [5]. - The industry is expected to undergo consolidation, particularly among smaller manufacturers lacking economies of scale, with a focus on global expansion and local production [5]. Group 4: Energy Storage Battery Growth - The energy storage battery shipments are projected to reach 630 GWh in the first nine months of 2025, reflecting a year-on-year growth of 65% [9]. - The surge in energy storage demand is supported by strong fundamentals in the industry [9]. Group 5: Consumer Battery Trends - Consumer battery shipments are expected to rise to 55 GWh in 2024, with a year-on-year growth of 14% [10]. - The consumer battery market is experiencing steady growth, although the overall market share is declining, with portable computers showing rapid growth while smartphone sales are stabilizing [10]. - For the first eight months of 2025, consumer battery shipments are projected to reach 65 GWh, with an anticipated annual growth of 20% [10].

Core Insights - The report highlights a significant growth in electric vehicle (EV) sales across nine European countries in October 2025, with a total of 257,000 new energy vehicles sold, representing a year-on-year increase of 38.7% and a penetration rate of 31.5%, up by 7.7 percentage points [1][2] Summary by Region - **Germany**: In October 2025, BEV sales reached 52,000 units, up 47.7% year-on-year, while PHEV sales were 31,000 units, up 60.0%. Germany plans to restart its EV subsidy program in January 2026, which is expected to support sales [2][3] - **United Kingdom**: BEV sales in October 2025 were 37,000 units, a 23.6% increase year-on-year, and PHEV sales were 18,000 units, up 27.2%. The UK has resumed EV subsidies and is under pressure from ZEV assessment targets, which may lead to continued sales growth [2][3] - **France**: Following the implementation of the social leasing plan on September 30, 2025, BEV sales surged to 34,000 units in October, marking a 63.2% year-on-year increase and achieving a record penetration rate of 24.4% [3] - **Italy**: In October 2025, BEV sales were 6,000 units, up 25.1%, while PHEV sales reached 10,000 units, a significant increase of 128.6%. The EV subsidy in Italy was officially launched on October 22, which is expected to boost future sales [3] - **Spain**: Spain saw BEV sales of 9,000 units in October 2025, a remarkable increase of 90.1%, and PHEV sales of 13,000 units, up 145.6%. The country has experienced rapid growth in EV sales since the beginning of 2025 [3] Investment Recommendations - The report suggests investment opportunities in lithium batteries, lithium materials, battery structural components, power/electric drive systems, automotive safety components, and charging infrastructure, with specific companies recommended for each category [4]

Core Viewpoint - The company has completed the election of its sixth board of directors, with a change in controlling shareholder from Li Hongqing to Zhongchuang Xinhang Technology Group Co., Ltd, resulting in no actual controller for the company [1] Group 1: Board Election - The company held its first extraordinary shareholders' meeting on November 21, 2025, to elect non-independent and independent directors for the sixth board [1] - A workers' representative director was also elected during the same day, completing the formation of the sixth board of directors [1] Group 2: Shareholder Change - The controlling shareholder of the company changed from Li Hongqing to Zhongchuang Xinhang Technology Group Co., Ltd, as per the signed share transfer and voting rights waiver agreements [1] - Following this change, the company currently has no actual controller [1]