在全球市场与政策搅动下，储能正在走向深层次的竞争。 从市场角度看，中国企业正在全球范围内全面爆发。据24潮产业研究院 (TTIR) 不完全统计， 2024年-2025年12月中旬，中国储能企业签订海外订单总规模合计约280.35GWh。这已经是2024 年海外新型储能市场新增装机量 (81.5GWh) 的3.44倍。 纵观近十年储能产业激荡发展史，其已经历过多轮经济、产业与政策周期的洗礼，每一轮周期的 调整都必将引发产业激烈动荡与深度博弈，期间无数企业在竞争中强势崛起，也有无数明星企业 轰然倒塌。 基于长期的储能研究所关注到的产业变化，24潮产业研究院 (TTIR) 分析认为，未来唯有具备 "全球化布局 （建设工厂） 与强大开拓力，财务健康与雄厚资本积累、以及领先全球品牌影响 力" 等核心能力的企业才更具有穿越周期，且持续发展壮大的基因与潜力。 事实上，伴随全球储能进入"大航海" 时代，我们可以看到，以特斯拉、华为、比亚迪、中国中车 等为代表的科技巨擘，在整个集团的资本、科技、全球化渠道等赋能与加持下都在加速向储能领 域渗透，可以预见，这将对储能未来格局与发展趋势必然产生深远影响。 因此，24潮产业研究院 ( ...

相关企业：力神电池（苏州）有限公司、上海航天电源技术有限责任公司、蜂巢能源科技股份有限公司 等 关键词：飞机储能系统、储能电池、低空经济、eVTOL、飞机储能系统行业政策、飞机储能系统行业 产业链、飞机储能系统发展现状、飞机储能系统发展趋势 一、飞机储能系统行业相关概述 飞机储能系统是一个集成储能介质、功率转换、控制管理与安全防护的综合系统，它能将电能或其他形 式的能量高效存储起来，并在起飞、爬升乃至主电源故障等多种关键场景下稳定释放，以满足推进、航 电与飞控等负载的多样化需求。 飞机储能系统的核心功能多元且关键：它不仅能在主发电机失效时作为应急电源，为飞行控制、导航与 通信等关键系统提供不间断电力，保障飞机安全降落；还能在起飞或爬升等高功率需求阶段提供辅助动 力，起到功率缓冲作用，从而优化发动机工况，降低燃油消耗与排放；此外，系统也具备能量回收能 力，可在制动或下降阶段将机械能或电能回收储存，提升整机能量利用率；最终，通过抑制电网波动， 该系统为多电飞机及未来全电推进系统的高效、稳定运行提供了重要支撑。 飞机储能系统核心功能 飞机储能系统可从储能原理、应用功能、适配机型三大核心维度划分，按原理分为化学储能（ ...

Core Insights - The global energy storage market is experiencing unprecedented demand, with a projected explosive growth in lithium battery shipments expected to reach 631 GWh in 2025, driven by strong overseas orders from Chinese energy storage companies, which surpassed 160 GWh in the first half of the year, marking a 220% year-on-year increase [4][5][7]. Group 1: Market Overview - The energy storage battery shipment volume is expected to see explosive growth by 2025, with a significant increase in overseas orders from Chinese companies [4]. - The top 15 energy storage battery manufacturers have collectively secured over 450 GWh in orders, primarily from markets in the Middle East, Australia, and Europe [7]. - The utilization rate of production capacity among leading companies is over 90%, with some orders scheduled for delivery as far out as 2026 [4]. Group 2: Key Players and Their Performance - CATL (宁德时代) is projected to maintain its position as the global leader in energy storage, with an estimated shipment of over 140 GWh for the year, and has secured over 300 GWh in orders for 2025, marking a threefold increase from 2024 [8][15]. - EVE Energy (亿纬锂能) has signed contracts exceeding 68 GWh in energy storage orders this year, with significant international collaborations in Europe and Australia [16][22]. - ChuangNeng New Energy (楚能新能源) has seen a remarkable increase in shipments, with projections of over 80 GWh for 2025, reflecting a 300% growth compared to 2024 [23]. - BYD has engaged in multiple large-scale projects, including a 12.5 GWh grid-side storage project in Saudi Arabia, contributing to a total of over 18.8 GWh in public projects [33][37]. - Gotion High-Tech (国轩高科) has secured various projects, including a 1.2 GWh order in Morocco, and is actively expanding its storage network across China [39][40]. Group 3: Strategic Collaborations and Innovations - CATL has established numerous strategic partnerships, including a three-year cooperation agreement with Suyuan Electric for a total of 50 GWh [9][10]. - EVE Energy has signed a strategic cooperation agreement with China Gas to achieve 1 GWh in orders within a year, focusing on both domestic and international markets [22]. - ChuangNeng New Energy has actively participated in bidding for major projects, securing significant contracts with state-owned enterprises [25]. - 瑞浦兰钧 has signed multiple agreements totaling 26.5 GWh in storage projects, with a strong focus on household storage solutions [32]. - Penghui Energy (鹏辉能源) has reported a third-quarter shipment of 6.74 GWh, with a significant increase in gross margin from 12% to 21% [48].

Group 1 - The core viewpoint of the article highlights the intensifying competition in the global energy storage market, particularly driven by Chinese companies, which have signed overseas orders totaling approximately 280.35 GWh, significantly surpassing the new installed capacity of 81.5 GWh in 2024 [2][3] - The article discusses the impact of Western countries, led by the US and Europe, implementing trade policies aimed at increasing the costs of "Made in China" products to curb the competitiveness of Chinese energy storage solutions [2][3] - The historical context of the energy storage industry is provided, noting that it has undergone multiple economic and policy cycles, leading to both the rise and fall of numerous companies [3][4] Group 2 - The analysis emphasizes that only companies with global layouts, strong market expansion capabilities, financial health, and significant brand influence will have the potential for sustainable growth in the energy storage sector [3][4] - The article introduces the "Top 10 Most Competitive Global Energy Storage Companies Ranking," which will evaluate companies based on five primary dimensions and various sub-dimensions, focusing on their influence and sustainable development [4][6] - The ranking will be based on comprehensive metrics including total assets, revenue, market capitalization, and innovation capabilities, providing a detailed view of the competitive landscape [6][9] Group 3 - The ranking results show that Huawei leads with a score of 85.36, followed by Tesla at 79.38, and BYD at 75.84, indicating the competitive strengths of these companies in the energy storage market [9][21] - The evaluation criteria include global industry influence (42%), sustainable development (22%), technological innovation (12%), management efficiency (12%), and capital control (12%) [6][21] - The detailed metrics for each company include total assets, revenue growth, net profit, and R&D expenditures, which are critical for assessing their competitive positions [22][25]

据高工产业研究院（GGII）不完全统计，2025年我国锂电产业链全环节公开投资项目（含锂电池及主要材料、固态电池、钠电池）超282个，总投资 额超8200亿元，同比增长超74%。其中： 01 锂电池及主要材料仍是投资主力 投资额占比超80% 锂电池：2025年中国锂电池新增规划项目（含签约、公告、开工，下同）共计约64个，规划产能超1100GWh，同比增长105%。 从项目投资额来看，全年规划投资总额达3485亿元，同比增长92%。 2025年以来，宁德时代、亿纬锂能、中创新航、远景动力、楚能新能源等电池企业相继宣布新产能建设计划，释放出行业扩张的积极信号； 锂电池材料：2025年中国锂电池正极材料、负极材料、电解液、隔膜、铜箔等领域合计规划投资3085亿元，同比增长127%。 其中，正极材料与电解液的增长幅度最为突出。正极材料方面，市场对高压实密度、长循环寿命产品的需求大增，驱动相关产能加速扩张。 电解液领域的高速增长，除受供需结构调整及终端市场需求拉动外，上游原材料价格翻倍推高生产成本，叠加产品供不应求的市场格局，促使企业加快 扩产节奏，以保障市场供应。 固态电池 2025年中国固态电池新增规划项目约60 ...

开源证券近日发布欧洲电动车销量月报：11月欧洲9国新能源车维持高增长，其中法国、意大利补贴落 地后BEV高速增长，挪威年底迎来电车抢装。2025年11月欧洲9国新能源车销量28.1万辆，同比 +38.6%，新能源渗透率34.3%，同比+9.0pcts。其中，BEV销量19.0万辆，同比+40.5%；PHEV销量9.1万 辆，同比+35.0%。 投资建议 以下为研究报告摘要： 欧盟委员会提案调整了2035年减排目标，但我们预计此次提案并不会影响欧洲电动化的长期趋势，相 反，提案将对小型电动汽车给予"超级积分"，并对企业用车的零排放车型占比加以约束，来进一步促进 欧洲电动车的销量。此外，2025年底至2026H1，各车企新一代纯电车型将陆续推向市场，新车型有望 带动欧洲电车市场放量。投资建议：（1）锂电池：推荐宁德时代、亿纬锂能、欣旺达；受益标的中创 新航、国轩高科；（2）锂电材料：推荐湖南裕能、天赐材料；受益标的富临精工、万润新能；容百科 技、当升科技、中伟股份、厦钨新能、华友钴业；星源材质、恩捷股份；新宙邦；天奈科技；（3）锂 电结构件：推荐铭利达、敏实集团；受益标的科达利、和胜股份；（4）电源/电驱系统：推 ...

Core Insights - The "Maya Cosulich," a chemical tanker built by Italian shipowner Fratelli Cosulich, is the world's first vessel equipped with methanol dual-fuel power, methanol transport, and methanol bunkering capabilities [2][5] - The ship measures 102.6 meters in length, 19 meters in width, has a deadweight tonnage of 7,990 tons, and a cargo hold capacity exceeding 8,200 cubic meters, and has been classified by the Italian classification society RINA [2][5] - The company Zhongchuan Innovation is the core supplier of the ship's power system, having developed a high-performance, high-safety marine battery energy storage system that operates in conjunction with three methanol dual-fuel generators [2][5] - The design of the "Maya Cosulich" aims to enhance green operational capabilities in port and shipping sectors, providing infrastructure support for the promotion of methanol fuel in the shipping industry [2][5] Company Developments - Zhongchuan Innovation's marine battery systems have been applied in various international and domestic projects, including the world's largest 10,000-ton pure electric container ship "Zhongyuan Shipping Green Water 01" and Saudi Aramco's first hybrid marine engineering vessel "Karan8" [3][6] - The company's technology solutions cover multiple scenarios domestically, such as the largest passenger capacity pure electric tourist ship "Dianjing" and the "Electric Li River" series of electric vessels in the Li River basin [3][6] - Zhongchuan Innovation has received multiple international certifications from organizations such as the American Bureau of Shipping (ABS), DNV, and China Classification Society (CCS), validating the reliability of its marine battery systems under various conditions [3][6] - As demand for low-carbon technologies in the shipping industry rises, the company is gradually expanding its actual delivery scale in the field of ship electrification [3][6]

智通财经APP获悉，高工产业研究院(GGII)根据新能源汽车交强险口径数据统计显示，2025年1-11月国内磷酸铁锂动力电池装机量约490GWh，同比 增长55%，市场份额占比高达78.5%，较去年同期提升10个百分点，距离2014年磷酸铁锂动力电池装机市场份额峰值81%，仅相差2.5%。GGII研判， 国内磷酸铁锂动力电池装机份额有望再创新高，叠加其在安全性、成本效益、使用寿命以及资源可持续性方面存有显著优势，已被市场充分接受和 认可。 当前磷酸铁锂动力电池装机份额大幅提升的驱动力跟2014年相比有着本质的区别，目前主要以市场导向驱动为主，具体表现在新能源乘用车领域的 占比大幅提升，而2014年主要以政策导向驱动为主，具体表现在新能源客车领域的占比大幅攀升。 磷酸铁锂动力电池装机份额能否再创新高，取决于未来市场助推的驱动力是否强劲。 从新能源汽车公告来看，今年1-11月新车公告数据统计显示，搭载磷酸铁锂电池的车辆数目占比一直在90%-96%区间波动，尤其是下半年占比由 92%逐步攀升至94.5%，表明主机厂更多车型规划选择搭载磷酸铁锂技术路线。 从竞争格局来看，2025年1-11月国内磷酸铁锂动力电池装机量 ...

能源产业与财经信息服务平台 将投中网设为"星标⭐"，第一时间收获最新推送 以下文章来源于华夏能源网 ，作者www.hxny.com 华夏能源网 . 龙头竞相锁定长单。 作者丨 田思 编辑丨 韩成功 来源丨 华夏能源网 "长单潮"正席卷整个锂电行业。 11月底，龙蟠科技(HK:02465)与楚能新能源签署补充协议，约定2025年至2030年采购130万吨正 极材料，以当时市场价估算合同总金额高达450亿元。这是继5月初宁德时代(SZ:300750)与万润新 能（SH:688275)签下470亿合同后，又一个震动全行业的大单。 华夏能源网注意到，今年以来锂电产业链大单呈爆发状态，其他锂电池巨头如亿纬锂能（SZ： 300014）、国轩高科(SZ:002074)、中创新航(HK:03931)等也相继披露了大额采购协议，涵盖磷 酸铁锂、正负极材料、电解液、铜箔、隔膜等关键环节，这些订单动辄数十亿甚至数百亿元，协议期 限多为3至5年。 下游市场也不断曝出百亿大单。如，11月海博思创(SH:688411)与宁德时代签下10年战略合作协 议，其中仅2026至2028年采购量就不低于200GWh；12月，海辰储能与中车株洲所签 ...

12月24日，中创新航发布公告，宣布通过北交所公开招标，成功竞购中创新航科技(武汉)有限公司（以下简称"武汉公司"）8.3155%的股权，交易代价为人 民币6.600761亿元。本次交易完成后，中创新航对武汉公司的持股比例将从51%提升至59.3155%，武汉公司仍为其非全资附属公司。 据披露，武汉公司成立于2021年7月，主要从事锂电池、电池管理系统及相关集成产品的研发、生产、销售和市场应用开发。自成立以来，武汉公司高效完 成产线建设与投产，营收稳定增长，盈利能力良好，资产负债率可控。 财务数据显示，武汉公司2023年除税前净利润为1.618096亿元，除税后净利润为1.421048亿元；2024年业绩持续增长，除税前净利润达2.922273亿元，除税 后净利润为2.921619亿元。截至2024年12月31日，武汉公司总资产约182.4055945亿元，净资产约68.7716897亿元。 本次交易的卖方为武汉经开投资有限公司（以下简称"武汉经开投资"），其由武汉经济技术开发区(汉南区)国有资产监督管理局全资持有，截至交易前持有 武汉公司49%股权，构成中创新航附属公司层面的关联人士，因此本次收购构成关联交 ...