在此背景下，头部电池企业纷纷入局低空万亿赛道，用技术锻造性能优势以实现在此市场的率先卡位。 起点锂电注意到，头部电池企业国轩高科在此领域布局提速，3月8日，据"南康发布"消息， 国轩高科（赣州）产业园项目正式开工 ，以核心 技术优势切入低空经济赛道，再添产业布局新支点。 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： 鹏辉能源/多氟多新能源/创明新能源/利维能/大族锂电/嘉智信诺/亿鑫丰/孚悦科技/华普森 倒计时32天 当前，低空经济正处于从技术研发迈向产业化的关键窗口期，成为全球科技与产业竞争的新赛道，而电动垂直起降飞行器（eVTOL）、大型无 人机等核心装备的商业化落地，正受限于动力电池的性能突破——低空飞行器对电池的高能量密度、高功率密度、宽温域适应性及安全稳定性要 求，远超地面新能源汽车，成为制约产业发展的核心瓶颈之一。 该项目坐落于江西赣州南康经开区镜坝工业 ...

ESIE 2 0 2 6峰会更多论坛日程将在中关村储能产业技术联盟官方公众号平台陆续发布，敬 请期待！ 已发布论坛日程： 详细日程发布 | ESIE 2 0 2 6主题论坛：储能+新业态新发展 详细日程发布 | ESIE 2 0 2 6主题论坛：独立储能项目开发与运营 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3月3 1日- 4月3日在北京首都国际会展中 心盛大召开！本届峰会以" 场景创新，价值重构，全球共赢 "为主题，由中关村储能产业 技术联盟、中国能源研究会、中国科学院工程热物理研究所主办。 全球储能市场发展与趋势论坛 将于3月31日在峰会现场举办， 1 0+国际权威机构代表聚焦 美国、加拿大、欧洲、德国、西班牙、澳大利亚、巴西等重点储能市场 ，深度全景扫描 全球储能版图，系统解读各区域在市场机制、技术路径与场景落地方面的差异化实践及协 同发展机遇。 | 13:50-14:05 主旨报告 | | --- | | 国际可再生能源署IRENA | | 14:05-14:20 主旨报告 | | Tarek Keskes 高级能源专家，世界银行储能工作组ESP | | 1 ...

上海市通力律师事务所 关于国轩高科股份有限公司 2026 年第一次临时股东会的法律意见书 致: 国轩高科股份有限公司 上海市通力律师事务所(以下简称"本所")接受国轩高科股份有限公司(以下简称"公 司")的委托, 指派本所陈杨律师、杨裕民律师(以下合称"本所律师")根据《中华人民共和 国公司法》《中华人民共和国证券法》《上市公司股东会规则》等法律法规和规范性文件(以 下统称"法律法规")及《国轩高科股份有限公司章程》(以下简称"公司章程")的规定就 公司 2026 年第一次临时股东会(以下简称"本次股东会")相关事宜出具法律意见。 本所律师已经对公司提供的与本次股东会有关的法律文件及其他文件、资料予以了核 查、验证。在进行核查验证过程中, 公司已向本所保证, 公司提供予本所之文件中的所有签 署、盖章及印章都是真实的, 所有作为正本提交给本所的文件都是真实、准确、完整和有效 的, 且文件材料为副本或复印件的, 其与原件一致和相符。 在本法律意见书中, 本所仅对本次股东会召集和召开的程序、出席本次股东会人员资格 和召集人资格及表决程序、表决结果是否符合法律法规和公司章程的规定发表意见, 并不对 本次股东会所审议的 ...

证券代码：002074 证券简称：国轩高科 公告编号：2026-020 国轩高科股份有限公司 2026 年第一次临时股东会会议决议公告 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。 1、本次股东会未出现否决议案的情形； 2、本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间 （1）现场会议召开时间：2026年3月5日（周四）15:00 （2）网络投票时间：通过深圳证券交易所（以下简称"深交所"）交易系统 投票的时间为2026年3月5日9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券 交易所互联网投票系统投票的时间为2026年3月5日9:15-15:00的任意时间。 2、现场会议地点：安徽省合肥市包河区花园大道566号国轩高科股份有限公 司环球会议厅。 3、会议召集人：公司董事会。 4、会议召开方式：本次股东会以现场投票与网络投票相结合的方式召开。 特别提示： 5、会议主持人：董事长李缜先生。 6、会议召开的合法、合规性：本次股东会会议的召集、召开和表决程序符 合《中华人民共 ...

Core Viewpoint - The lithium battery industry has emerged as a significant winner in the 2025 national green factory list, indicating a shift towards sustainable manufacturing practices in China [3][6]. Group 1: National Green Factory Selection - The Ministry of Industry and Information Technology (MIIT) has officially announced the 2025 national green factory list, with 16 lithium battery-related companies included, covering key segments from materials to battery production [3][6]. - Notable companies such as BYD, Guoxuan High-Tech, and Yiwei Lithium Energy have multiple production bases recognized, showcasing a strong green layout across the entire lithium battery supply chain [7][12]. - The evaluation criteria for green factories emphasize energy efficiency, pollution reduction, and resource recycling, aligning with international standards like the EU's Eco-Management and Audit Scheme (EMAS) [4][12]. Group 2: Definition and Standards of Green Factories - Green factories are defined as manufacturing units that achieve advanced levels in land use efficiency, raw material harmlessness, clean production, waste resource utilization, and low-carbon energy [4]. - The new standards, effective from December 31, 2025, introduce a quantitative evaluation system with a 60% weight on measurable indicators, raising the bar for green factory construction [4][6]. Group 3: Impact on the Lithium Battery Industry - The introduction of the green factory evaluation system is expected to drive industry restructuring, pushing out less efficient players while allowing leading companies to expand their market share [12][13]. - The focus on "carbon reduction, pollution reduction, and efficiency increase" will encourage technological innovation in the lithium battery sector, promoting the development of low-carbon processes and recycling technologies [13]. - Strengthening collaboration across the lithium battery supply chain will enhance international competitiveness, enabling Chinese companies to better meet global environmental standards and carbon tariff policies [13].

Core Insights - The article provides a comprehensive overview of the lithium battery market, including various segments such as lithium carbonate, electrolytes, copper foil, and solid-state batteries, with a focus on projections for 2025 [1][2]. Group 1: Lithium Battery Market Overview - The lithium battery market is expected to see significant growth across various segments by 2025, including lithium carbonate, electrolytes, and solid-state batteries [1]. - The solid-state battery segment is highlighted, with a focus on the advancements made by Guoxuan High-Tech, which has completed the design work for a 2GWh solid-state battery production line [1]. Group 2: Guoxuan High-Tech Developments - Guoxuan High-Tech announced the completion of a pilot production line for solid-state batteries with a designed capacity of 0.2GWh, featuring 100% self-developed production lines and a domestic equipment localization rate of 100% [2]. - The pilot samples of the solid-state battery show an energy density of 350Wh/kg and a single cell capacity of 70Ah, with vehicle testing currently underway [2]. - The company also introduced its quasi-solid-state battery, which has a cell energy density exceeding 300Wh/kg and a system energy density above 235Wh/kg, representing a more than 36% increase in energy density compared to traditional liquid batteries of the same volume [2].

证券代码：002074 证券简称：国轩高科 公告编号：2026-019 国轩高科股份有限公司 3、本员工持股计划存续期为 48 个月，自本员工持股计划草案经公司股东大 会审议通过且公司公告最后一笔标的股票过户至本员工持股计划名下之日起计 算，即 2022 年 1 月 18 日至 2026 年 1 月 17 日。公司于 2026 年 1 月 20 日在巨潮 资讯网（www.cninfo.com.cn）上披露了《关于第三期员工持股计划存续期届满暨 终止的公告》（公告编号：2026-002）。 二、本员工持股计划出售情况及后续安排 截至本公告披露日，本员工持股计划持有的公司股票 3,133,684 股已通过二 级市场集中竞价方式全部出售完毕，占公司目前总股本的 0.17%。公司在实施本 员工持股计划期间，严格遵守证券交易市场规则以及中国证券监督管理委员会、 深圳证券交易所关于信息敏感期不得买卖股票的规定，不存在利用内幕信息进行 交易的情形。 后续将由本员工持股计划管理委员会根据持有人会议的授权，在依法扣除相 关税费后完成资产清算等工作。 关于第三期员工持股计划股票出售完毕的公告 本公司及董事会全体成员保证信息披露的 ...

Investment Rating - The report maintains a positive outlook on the renewable energy sector, particularly in solar and wind energy, with specific recommendations for companies involved in these industries [1][2][3]. Core Insights - The report highlights the tightening of local monopile production capacity in European offshore wind, suggesting a favorable environment for Chinese companies to expand internationally [2]. - In the solar sector, silicon wafer prices are under pressure while battery component prices remain stable, indicating a potential market adjustment [1][14]. - The hydrogen energy sector is set to receive increased policy support during the 14th Five-Year Plan, with a projected doubling of renewable hydrogen production capacity by the end of 2025 [3][18]. - The energy storage market is experiencing significant growth, with a marked increase in project scale and a forecasted rise in lithium carbonate prices impacting storage system costs [4][20]. Summary by Sections Solar Energy - Silicon prices are declining, with N-type G10L monocrystalline silicon wafers averaging 1.10 RMB per piece, down 8.33% from previous levels [1][14]. - The average price for N-type battery cells remains stable at 0.44 RMB per watt, with distributed component prices ranging from 0.75 to 0.88 RMB per watt [1][14]. - Key companies to watch include Tongwei Co., GCL-Poly, LONGi Green Energy, and JA Solar, focusing on supply-side reform and new technology opportunities [1][15]. Wind Energy & Grid - Ørsted has terminated its contract with SeAH Wind for the Hornsea 3 offshore wind project due to production delays, highlighting the challenges in local monopile production [2][16]. - The report suggests monitoring companies like Dajin Heavy Industry and Tianjun Wind Power as they expand internationally [2][16]. - The wind turbine sector is expected to see profitability improvements in 2026, with companies like Goldwind and Mingyang Smart Energy being key players [2][17]. Hydrogen Energy - The National Energy Administration plans to enhance policy support for hydrogen energy during the 14th Five-Year Plan, aiming for over 250,000 tons of renewable hydrogen production capacity by 2025 [3][18]. - Recommended companies include Shuangliang Eco-Energy and Huadian Heavy Industries, focusing on equipment manufacturing and hydrogen compression technology [3][18]. Energy Storage - In January 2026, the domestic energy storage EPC bidding scale reached 4.92 GW, with a total installed capacity of 12.42 GWh, reflecting over 30% growth compared to the previous year [4][19]. - The report emphasizes the importance of companies like Sungrow Power Supply and Aiko Solar in the energy storage market, which is expected to grow significantly [4][24]. New Energy Vehicles - In March 2026, domestic battery production is projected to reach 149.59 GWh, with a 21.93% month-on-month increase, indicating strong demand despite concerns over subsidy reductions [5][25]. - Key players in the battery sector include CATL and BYD, with a focus on maintaining resilience in battery demand [5][26].

Core Viewpoint - The article highlights the evolving competition and cooperation between China and Germany in the electric vehicle (EV) sector, particularly focusing on the collaboration between Chinese battery manufacturers like CATL and Guoxuan High-Tech with German automotive giants such as BMW and Volkswagen [1][2]. Group 1: China-Germany Cooperation in the EV Sector - German Chancellor Merz's visit to China included discussions on bilateral economic cooperation, emphasizing the importance of the automotive industry as a core area for collaboration [2][3]. - CATL signed a memorandum of understanding with BMW to collaborate on battery passport cross-border data trials and supply chain carbon footprint reduction, indicating a shift from traditional product supply to higher-level rule collaboration [3][4]. - The cooperation reflects a mutual recognition of the need for German automakers to leverage Chinese technology and supply chains, as highlighted by statements from leaders of major German automotive companies [3][4]. Group 2: Industry Signals and Development Directions - The meeting of the China-Germany Economic Advisory Committee signaled three key directions for the lithium battery industry: joint standard building, collaborative battery technology research, and deepening supply chain cooperation [5][6]. - The collaboration aims to address the EU's new battery regulations, facilitating Chinese battery companies' entry into the European market and enhancing China's global influence in the lithium battery sector [6]. - Both parties are focusing on next-generation battery technologies, with CATL and BMW working on the sixth generation of batteries, while Guoxuan High-Tech collaborates with Volkswagen on standard cells and solid-state battery materials [6][7]. Group 3: Localized Production and Market Expansion - Chinese companies are increasingly investing in localized production in Europe, with CATL's battery production facility in Germany having an initial planned capacity of 14 GWh and a total investment of €1.8 billion [7]. - Guoxuan High-Tech has also established a production base in Germany with a planned capacity of 20 GWh, indicating a shift from product export to localized investment and supply chain integration [7][8]. - German automakers are deepening their investments in China, with BMW's investment exceeding 120 billion yuan in Shenyang, showcasing a commitment to local production and R&D [7][8]. Group 4: Mutual Benefits and Third-Party Market Development - The collaboration between China and Germany in the EV sector is characterized by mutual benefits, with both sides recognizing the importance of joint market expansion into third-party markets [9][10]. - Germany's market access and standards are crucial for Chinese automakers to penetrate the European high-end market, while Chinese battery supply chains can enhance the value of German EVs [9][10]. - The partnership aims to address the challenges posed by geopolitical tensions and supply chain fluctuations, fostering a collaborative development model that benefits both industries [8][10].

Investment Rating - Investment rating: Positive (maintained) [1] Core Viewpoints - The report indicates that the European electric vehicle market is expected to continue growing, driven by the resumption of subsidies in Germany and Sweden, as well as the continuation of subsidy policies in the UK, France, Italy, and Spain. This growth is further supported by a new round of vehicle cycles [7][14][38] - The EU's proposal to adjust the 2035 emission reduction targets is not expected to impact the long-term trend of electrification in Europe. Instead, it introduces incentives for small electric vehicles and imposes requirements on zero-emission models for corporate fleets, which will further promote electric vehicle sales [7][38] Summary by Sections Electric Vehicle Sales in Europe - In January 2026, the sales of new energy vehicles in nine European countries reached 207,000 units, a year-on-year increase of 23.1%, with a penetration rate of 29.5%, up by 6.1 percentage points [5][14] - Germany's BEV sales in January 2026 were 43,000 units, up 23.8% year-on-year, with the resumption of electric vehicle subsidies [19] - The UK saw BEV sales of 30,000 units in January 2026, a slight increase of 0.1% year-on-year, while PHEV sales rose by 47.3% [21] - France's BEV sales reached 30,000 units in January 2026, marking a significant year-on-year increase of 52.1% [23] - Sweden's BEV sales were 7,000 units in January 2026, up 18.6% year-on-year, with new subsidies starting in 2026 [25] - In Italy, BEV sales were 9,000 units in January 2026, a year-on-year increase of 40.4% [29] - Spain's BEV sales reached 6,000 units in January 2026, up 29.1% year-on-year [34] Investment Recommendations - Lithium Batteries: Recommended companies include CATL, Yiwei Lithium Energy, and Xinwangda, with beneficiaries including Zhongxin Innovation and Guoxuan High-Tech [7][38] - Lithium Materials: Recommended companies include Hunan Youneng and Tianci Materials, with beneficiaries including Fulian Precision and Wanrun New Energy [7][38] - Lithium Battery Structural Components: Recommended companies include Minglida and Minshi Group, with beneficiaries including Kodali and Hesheng Co [40] - Power/Electric Drive Systems: Recommended companies include Weimaisi and Futec Technology, with beneficiaries including Xinrui Technology and Huangshan Gujie [40] - Charging Stations and Modules: Recommended companies include Youyou Green Energy and Tonghe Technology, with beneficiaries including Shenghong Co [40]