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 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 多氟多新能源/天鹏电源/鹏辉能源/楚能新能源/川源科技/鹏锦智能/大族锂电/亿鑫丰/蓝京新能源/力华电源/创明新能源/小鲁锂电/利维能/联动天翼/保力新/嘉智信诺/孚悦 科技/华普森/高视科技/有研新能源/中比新能源 /愚公高科 等 倒计时10天 近日，国轩高科检测实验中心的三大PACK实验室正式通过大众汽车集团审核认证，这是继2023、2024年国轩两大电芯实验室获得认证后的又 一重大突破。 至此， 国轩高科累计已有五个测试实验室获得大众认证 ， 成为该测试体系内在中国认证最多、覆盖地点最全面的电池企业 ，成 功打通从电芯至电池包的全链条测试体系，标志着公司核心测试能力达到全球严选标准。 2026年度国轩大众认可实验室颁证仪式现场 多氟多/天鹏/鹏辉/楚能/川源/鹏锦/大族/亿鑫丰/蓝京/力华/创明/小鲁/利维能/联动 ...

国轩高科股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 国轩高科股份有限公司（以下简称"公司"）分别于 2025 年 10 月 23 日、2025 年 12 月 29 日召开第九届董事会第十四次会议和 2025 年第二次临时股东大会， 审议通过了《关于取消监事会、变更注册资本暨修订<公司章程>及其附件的议 案》。由于公司部分股票期权激励计划行权后引起的股本变化情况，公司注册资 本由 1,778,874,835 元变更至 1,813,734,748 元。根据 2025 年第二次临时股东大会 的授权，公司已办理完成相关工商变更登记手续，并于近日领取了合肥市市场监 督管理局换发的《营业执照》。相关登记信息如下： 公司名称：国轩高科股份有限公司 成立日期：1995 年 1 月 23 日 证券代码：002074 证券简称：国轩高科 公告编号：2026-023 注册地址：安徽省合肥市包河区花园大道 566 号 企业类型：其他股份有限公司（上市） 经营范围：许可项目：建设工程施工（除核电站建设经营、民用机场建设）； 建 ...

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、活动背景及亮点 当全极耳技术突破瓶颈，大圆柱电池加速渗透动力与储能赛道，2026年圆柱电池产业正迎来技术跃迁与市场爆发的双重风口。由起点锂电与起点研究 院SPIR联合主办的 2026（第二届）起点圆柱电池技术论坛暨圆柱电池20强排行榜发布会 ，正式敲定4月10日落地深圳宝安维纳斯皇家酒店，以"全极 耳技术跃升 大圆柱市场领航"为主题，汇聚600+行业精英，共探技术突破路径与产业增长新蓝海。 行业风口正盛，聚焦核心赛道破局 2025年，圆柱电池产业迎来爆发式增长——据起点研究院SPIR统计，中国圆柱电池出货量同比增长超15%，其中大圆柱电池增速突破40%，亿纬锂 能、多氟多新能源、鹏辉能源等头部企业产能持续供不应求。32、40、46、60系列大圆柱产品，已在电动两轮车、户用储能、轻型动力、汽车动力等 场景快速放量，全极耳、高镍、硅碳、钠电等技术与圆柱电池的融合，进一步打开产业增量空间。 2026年，大圆柱电池产业化进程加速，46系列全极耳电芯、60大 ...

1. Report Industry Investment Rating There is no information provided in the content about the report industry investment rating. 2. Core Viewpoints of the Report - The automotive market is showing a seasonal recovery. The recovery of the fuel - vehicle market is hindered by reduced terminal discounts and oil - price fluctuations, while the new - energy vehicle penetration rate has recovered to over 50%. The vehicle market may not recover growth until the second half of the year. Domestic sales will decline year - on - year, exports will increase year - on - year, and the annual wholesale sales of the vehicle market will remain flat year - on - year [1][114]. - High oil prices stimulate the demand for alternative energy, which is beneficial to the recovery of the domestic market and the increase in overseas exports of Chinese new - energy vehicles. Emerging fields such as low - altitude economy are brewing new opportunities, and the energy - using scenarios are undergoing a systematic reconstruction [1][114]. - The penetration rate of the Chinese new - energy vehicle market has rapidly increased in the past few years, reaching over 50% in 2025. Since the second half of 2025, exports have gradually become a new growth point. The trade environment in Europe and the United States is challenging, while countries along the Belt and Road and the Middle East have good development prospects. Non - American regions' new - energy vehicle markets have good development potential, and self - owned brands' market share continues to expand [2][115]. 3. Summaries According to Relevant Catalogs 3.1 Financial Market Tracking - The report presents the weekly price - change percentages of relevant sectors and listed companies. For example, BYD's weekly price - change percentage is 2.20%, and Seres' is - 4.35% [10][14]. 3.2产业链数据跟踪 3.2.1 China New - Energy Vehicle Market Tracking - **Sales**: In the first 22 days of March, the retail sales of new - energy passenger vehicles were 495,000, a year - on - year decrease of 17%. Since the beginning of the year, the cumulative retail sales of new - energy passenger vehicles were 1.556 million, a year - on - year decrease of 23%. The report also shows data on China's new - energy vehicle sales, including internal sales, exports, and sales of EVs and PHVs [109][15]. - **Inventory Changes**: The report provides data on the monthly new additions to the channel inventory and manufacturer inventory of new - energy passenger vehicles [25][26]. - **Delivery Volumes of Chinese New - Energy Vehicle Manufacturers**: It shows the monthly delivery volumes of manufacturers such as Leapmotor, Li Auto, XPeng, NIO, Zeekr, Aion, Voyah, and Deepal [28][29]. 3.2.2 Global and Overseas New - Energy Vehicle Market Tracking - **Global Market**: The report shows data on global new - energy vehicle sales, penetration rate, and sales of EVs and PHVs [37][38]. - **European Market**: It presents data on European new - energy vehicle sales, penetration rate, and sales of EVs and PHVs in countries like the UK, Germany, and France [44][45]. - **North American Market**: Data on North American new - energy vehicle sales, penetration rate, and sales of EVs and PHVs are provided [58][59]. - **Other Regions**: The report shows new - energy vehicle sales, penetration rate, and sales of EVs and PHVs in regions such as Japan, South Korea, and Thailand. In January, the new - energy vehicle sales in Europe, North America, and other regions were 290,000 (year - on - year + 20%), 85,000 (year - on - year - 32%), and 130,000 (year - on - year + 130%) respectively. The sales in the Thai market in January were 44,000, a year - on - year increase of 229% and a month - on - month increase of 187% [62][63]. 3.2.3 Power - Battery Industry Chain - The report provides data on power - battery loading volume (by material), export volume (by material), weekly average price of power - battery cells, cell material cost, and the operating rates and prices of various battery materials such as ternary materials, phosphoric acid iron lithium, and negative electrode materials [78][80]. 3.2.4 Other Upstream Raw Materials - It shows the daily prices of rubber, glass, steel, and aluminum [102][103]. 3.3 Hot News Summaries 3.3.1 Industry Dynamics: China - In the first 22 days of March, the retail sales of the national passenger - vehicle market were 920,000, a year - on - year decrease of 16% and a month - on - month increase of 19%. The wholesale sales of national passenger - vehicle manufacturers were 1.084 million, a year - on - year decrease of 14% and a month - on - month increase of 62%. The retail sales of the national new - energy passenger - vehicle market were 495,000, a year - on - year decrease of 17% and a month - on - month increase of 66%. The wholesale sales of national new - energy passenger - vehicle manufacturers were 543,000, a year - on - year decrease of 15% and a month - on - month increase of 71% [109]. 3.3.2 Enterprise Dynamics - On March 25, the core power system of XPeng HT Aero's X3 - F (Land Aircraft Carrier) flying car was officially mass - produced at the CALB Chengdu factory. - On March 26, Leapmotor launched its new global model A10, which will be sold in nearly 40 countries and regions. - On March 27, BYD released its 2025 annual report. Its revenue in 2025 was about 803.964 billion yuan, a year - on - year increase of 3.46%. The overseas turnover was 310.7 billion yuan, accounting for about 38.6% of the total revenue [111][112][113]. 3.4 Industry Views - As reported by the Passenger Car Association, from March 1 - 22, the national passenger - vehicle retail sales decreased by 16% year - on - year, and the national new - energy passenger - vehicle retail sales decreased by 17% year - on - year. Since the beginning of the year, they have decreased by 18% and 23% respectively. The structural growth factors include high oil prices stimulating the demand for alternative energy and emerging fields like low - altitude economy bringing new opportunities [114]. 3.5 Summary and Outlook - The penetration rate of the Chinese new - energy vehicle market has rapidly increased in the past few years, reaching over 50% in 2025. Since the second half of 2025, exports have become a new growth point. The trade environment in Europe and the United States is challenging, while countries along the Belt and Road and the Middle East have good development prospects. Self - owned brands' market share continues to expand, and companies with strong product strength, smooth overseas expansion, and high supply stability will be the core beneficiaries [2][115].

文 | 中关村储能产业技术联盟 第十四届储能国际峰会暨展览会ESIE 2026将于2026年3月31日至4月3日，在北京·首都 国际会展中心盛大召开。 本届峰会将汇聚 中车株洲所、阳光电源、双登股份、远景、楚能新能源、宁德时代、瑞 浦兰钧、国轩高科、新源智储、科华数能、索英电气、智光电气 等8 0 0余家储能一线品 牌，集中展示其最新产品与解决方案。 为帮助每一位专业观众在有限的观展时间内实现价值最大化，ESIE 2026主办方特别策划 了五条主题观展路线，涵盖 储能技术、储能3S、储能系统、储能生态供应链、电力智能 及服务， 诚邀您报名参与，开启高效、深度的产业探索之旅。 专业导览： 五大路线每日一场专属讲解，每组配备举牌引导+专业讲解+现场组织 服务团队，全程贴心带队，轻松逛展； 免费观展 观展团集合地点：西登录厅 观展发团时间：4月1日、4月2日 精准对接： 按主题路线直击各品类核心展商，重点企业深度技术讲解+面对面互动 交流，快速掌握储能行业前沿技术与产品趋势； 专属福利： 预约报名观展并到场参与观展团活动，即可领取专属咖啡兑换券一张。 0 9 : 30 储能技术主题线路 1 0 : 30 储能3S主 ...

多氟多/天鹏/鹏辉/楚能/川源/鹏锦/大族/亿鑫丰/蓝京/力华/创明/小鲁/利维能/联动天翼/保力新/中比/嘉智/孚悦/华普森/高视/有研新能源等邀您齐聚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！ 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 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 多氟多新能源/天鹏电源/鹏辉能源/楚能新能源/川源科技/鹏锦智能/大族锂电/亿鑫丰/蓝京新能源/力华电源/创明新能源/小鲁锂电/利维能/联动天翼/保力新/嘉智信诺/孚悦科 技/华普森/高视科技/有研新能源/中比新能源等 倒计时1 2天 比亚迪电摩锂电池上市 近日，比亚迪正式推出专为电动摩托车打造的磷酸铁锂电池系列，将其深耕多年的汽车级电池技术全面下放到两轮车市场，该系列电池命名为" 骑 行堡垒 "。 其中76V45Ah这款电池能跑150公里，电池循环寿命超3000次，容量3456wh，产品重量仅 ...

Group 1 - The Battery ETF Guangfa (159755) opened down 1.00% at 1.085 yuan on March 27 [1][2] - Major holdings in the ETF include BYD, which opened up 0.82%, and CATL, which opened up 0.90% [1][2] - Other notable stocks in the ETF include Sanhua Intelligent Control down 1.98%, Huayou Cobalt down 1.60%, and Xiamen Tungsten down 2.97% [1][2] Group 2 - The performance benchmark for the Battery ETF Guangfa is the National Certificate New Energy Vehicle Battery Index return rate [1][2] - The fund is managed by Guangfa Fund Management Co., with manager Luo Guoqing [1][2] - Since its establishment on June 15, 2021, the fund has returned 9.24%, while the return over the past month is -0.33% [1][2]

Core Viewpoint - The solid-state battery industry is entering a critical year in 2026, transitioning from technology validation to large-scale production, driven by policies, technology, capital, and application scenarios [2][3]. Industry Development - The industry is moving from "technical exploration" to "industrialization and landing," with the Ministry of Industry and Information Technology designating solid-state batteries as a core breakthrough direction and implementing national standards for vehicle solid-state batteries [2][3]. - The core pain points of the industry are shifting from basic research to large-scale production, with a key window for small-scale production expected between 2026 and 2027 [2][3]. Technology Trends - The mainstream research direction is converging on sulfide electrolytes due to their high ionic conductivity and process compatibility, while oxide and polymer routes are pursuing differentiated layouts [3]. - The industry is transitioning from multiple exploratory routes to a focus on mainstream technology and supporting process adaptation [3]. Application Scenarios - High-end passenger vehicles remain the core window for the large-scale landing of solid-state batteries, while new scenarios such as eVTOL, humanoid robots, AIDC data centers, commercial aerospace, and low-altitude economy are emerging as new battlegrounds for performance validation and commercial value exploration [3][4]. - The application of solid-state batteries is also penetrating consumer electronics, including two-wheelers and wearable devices, creating a multi-dimensional application landscape [3][4]. Industry Collaboration - Competition in the solid-state battery sector is evolving from a single-point battle among battery companies to an ecosystem competition involving materials, equipment, battery cells, vehicles, resources, and applications [3][4]. - Vertical integration trends are becoming more pronounced as automakers and upstream resource giants accelerate their entry into the industry [3][4]. Cost and Supply Chain - Solid-state batteries currently cost over 30% more than traditional lithium batteries, with low yield rates and shortages of high-end raw materials posing significant bottlenecks for mass production [4]. - The industry's development logic is shifting from "technical parameter competition" to creating value across the entire lifecycle, with collaborative innovation across the supply chain being a core path to reducing costs and improving efficiency [4]. Summit Highlights - The summit will feature over 200 heavyweight enterprises from various sectors, with more than 300 industry leaders gathering for technical exchanges and new product displays [7]. - Key topics include the large-scale application of solid-state batteries in high-end models, advancements in core materials, and the challenges of mass production processes [8].

Core Viewpoint - The electric heavy truck market is rapidly expanding due to high oil prices, which enhance the operational cost advantages of electric trucks, making them a key growth area for battery manufacturers [3][4][6]. Group 1: Market Dynamics - The competition in the power battery industry is shifting from passenger vehicles to commercial vehicles, with electric heavy trucks emerging as a core incremental market for leading battery companies [3]. - High oil prices, driven by geopolitical factors, have led to increased diesel prices in China, making the operational costs of electric heavy trucks significantly lower than traditional diesel trucks [4]. - The penetration rate of new energy heavy trucks has increased from 12.9% in 2024 to 28.9% in 2025, with a further rise to 30.48% in early 2026 [7]. Group 2: Cost Advantages - Traditional diesel heavy trucks incur fuel costs of approximately 2-3 RMB per kilometer, while electric heavy trucks can keep costs below 1 RMB, resulting in annual savings of over 200,000 RMB per vehicle based on an average annual operation of 150,000 kilometers [4]. - The purchase cost of electric heavy trucks has decreased significantly, with 280 kWh models now priced around 400,000 RMB, a drop of over 30% year-on-year [5]. Group 3: Technological Advancements - Battery technology advancements are driving down the costs of electric heavy trucks, with significant improvements in energy density and fast-charging capabilities becoming standard [10][12]. - Major battery companies are launching fast-charging commercial vehicle batteries, with various models supporting rapid charging and high energy density [10]. Group 4: Strategic Collaborations - Battery companies are transitioning from exploratory participation to large-scale engagement in the electric heavy truck market through orders, strategic partnerships, and technology adaptations [9]. - Collaborations between battery manufacturers and heavy truck producers, such as the partnership between EVE Energy and XCMG, are enhancing the electricization of engineering machinery [10][12]. Group 5: Future Outlook - The ongoing high oil prices and technological breakthroughs are expected to continue driving the penetration of electric heavy trucks, establishing them as a significant growth avenue for the power battery industry [13].

近日，公司已成功发行 2026 年度第一期超短期融资券，发行总额为人民币 5 亿元，募集资金已于 2026 年 3 月 23 日全额到账。发行结果具体如下： | 债券名称 | 国轩高科 2026 年度 第一期绿色超短期 融资券 | 债券简称 | 26 国轩高科 GN001 | | --- | --- | --- | --- | | 债券代码 | 132680028 | 期限 | 180 日 | | 起息日 | 2026 年 3 月 23 日 | 兑付日 | 2026 年 9 月 19 日 | | 计划发行总额 | 5 亿元 | 实际发行总额 | 5 亿元 | | 发行利率 | 1.93% | 发行价 | 100.00 元/张 | | 薄记管理人 | 上海浦东发展银行股份有限公司 | | | | 主承销商 | 上海浦东发展银行股份有限公司 | | | 关于 2026 年度第一期超短期融资券发行结果的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 国轩高科股份有限公司（以下简称"公司"）分别于 2024 年 8 月 27 日和 2024 年 11 月 20 ...