近日，储能扩产持续升温，多个企业密集加码产能布局，包括：楚能新能源敲定武汉二期80GWh新能源电池生产项目，阳光电源斥资近19亿布局欧洲波兰产能基 地，国轩高科募资50亿加码国内电池扩产。3家企业出重拳加码储能相关产能建设，合计新规划产能超100GWh。 ▋ 楚能新能源：武汉 二期80GWh新能源电池生产项目签约 2月8日，楚能新能源官宣，其与武汉市人民政府正式签订武汉楚能二期80GWh新能源电池生产项目投资协议。该项目规划年产能达80GWh，主要生产动力电池、储 能电池及PACK模组。 楚能新能源介绍，此次签约是公司深化本土布局、响应全球新能源市场增长的关键战略部署。截至目前，楚能新能源已高效构建起超过500GWh的规划产能，全面 升级供应链韧性、技术转化效率与市场响应速度。 截至目前，楚能新能源已形成"一总部、两研发中心、四生产基地"的协同发展布局。具体来看： 据介绍，该工厂址波兰下西里西亚省瓦乌布日赫经济特区，占地65400平方米，规划产能分别是逆变器年产能20GW、储能系统年产能12.5GWh，覆盖户用至大型电 站全场景需求。该工厂将有助于构建一个完善的欧洲清洁能源制造生态系统，计划在未来12个月内投 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业公告 ICC 鑫椤资讯年终盘点： 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 2月5日晚间， 国轩高科(002074)宣布计划定增募资50亿元， 进一步扩大新能源电池产能。 公告显示，国轩高科本次定增的募投项目包括： 年产20GWh动力电池项目、国轩高科20GWh新能源 电池基地项目、新型锂离子电池（20GWh）智造基地项目以及补充流动资金，相关项目总投资额超 140亿元， 募集资金不足部分 ...

1.蔚来达成1亿次换电 2月7日电，2月6日22:33:18，蔚来1亿次换电正式达成。第1亿次换电用户是来自浙江省海宁市的ET5T用 户。较同级油车，1亿次换电累计减少二氧化碳排放4169.5吨，蔚来通过参与电网互动，削峰填谷超7.4 亿kWh，缓解电网压力，提升能源利用率。 2.皖能电力：聘任徐文宫为公司总经理 皖能电力2月5日公告，因工作调整，方世清申请辞去公司董事及总经理职务，辞职后，方世清将不在公 司担任任何职务。经公司董事会审议通过，同意提名徐文宫为公司第十一届董事会董事候选人，同意聘 任徐文宫为公司总经理。 5.黄山旅游：投资约5.3亿元建设黄山滨江东路12号酒店项目 黄山旅游公告称，公司计划投资约5.3亿元建设黄山滨江东路12号酒店项目，资金来源为自筹资金。该 项目位于黄山市中心政务区及商务区范围核心，属于中心城区稀缺地块，区位优势明显。项目主要内容 包括对原建筑进行结构加固与空间优化，重构公共区域动线，客房配置约490间，并按照国际品牌标准 对各功能区域实施精装。项目建设周期预计为24个月。 6.中公教育：2025年净利同比预降70.06%-76.86% 中公教育公告称，预计2025年归属于上 ...

新能源电池需求持续高增，国轩高科（002074）(002074.SZ)加速产能与技术双升级。 2月5日晚间，国轩高科发布定增预案，拟募资不超50亿元投向三大20GWh电池项目与补充流动资金， 同步夯实动力、储能双赛道产能。 该预案已获董事会通过，尚需股东大会、深交所审核及证监会注册，完成后公司控制权保持稳定，李缜 仍为实控人。 作为新能源电池企业和绿色能源解决方案商，国轩高科主营磷酸铁锂材料及电芯、三元材料及电芯、动 力电池组、储能电池组及电池管理系统等，产品广泛应用于乘用车、商用车、专用车等新能源汽车领 域，并为储能客户提供绿色能源系统解决方案。 产能持续扩张下，国轩高科业绩保持上升趋势。国轩高科日前发布的2025年业绩预告显示，预计全年归 母净利润同比增长107.16%至148.59%。 公司同步完善上游供应链布局，锁定关键材料保供降本。2025年11月至2026年1月，国轩高科先后与天 赐材料（002709）、诺德股份（600110）签订大额采购协议，覆盖电解液、铜箔等核心材料；并在庐江 落地年产20万吨第四代磷酸铁锂正极、万吨级硅碳负极项目，以先进材料技术匹配高端产能，强化全链 条优势。 行业地位方面 ...

Investment Rating - The report maintains an "Overweight" rating for the electric power equipment industry [6] Core Insights - The report highlights significant developments in the lithium battery sector, including Elon Musk's announcement of the large-scale production of dry electrodes and CATL securing a 10GWh energy storage project [8][14][15] - The energy storage market shows strong demand, with January's procurement reaching 36.3GWh and a 42% increase in the average price of 4-hour storage systems over the past six months [25][26] - The report emphasizes the potential for performance and valuation improvements in the lithium battery and energy storage sectors, suggesting a favorable medium-term investment outlook [8] Summary by Sections Lithium Battery Sector - The battery industry index rose by 3.24%, outperforming the CSI 300 by 4.57 percentage points, with key stocks like Enjie and Wanrun New Energy showing significant gains [12] - Major events include the announcement of dry electrode mass production by Tesla and strategic partnerships in solid-state battery technology [14][16][18] Energy Storage Sector - January saw a procurement of 36.3GWh in energy storage, with a notable 42% increase in the average price of 4-hour systems [25][26] - The report notes strong demand in regions like Ningxia, which completed a procurement scale of 7.76GWh, the highest in the country [25] - The report identifies key companies in the energy storage sector, including Haibo Sichuang and Sungrow Power [8] Electric Power Equipment Sector - The report discusses the approval of significant high-voltage projects, including the "Mont Electricity into Shanghai" project, marking the start of substantial construction [29][30] - It highlights the ambitious "six AC and six DC" plan in Inner Mongolia, which aims to add 48 million kilowatts of high-voltage transmission capacity [30] Photovoltaic Sector - The report tracks the stability in silicon material prices and the decline in silicon wafer prices, indicating a cautious market outlook [33][36] - It notes the recent interest from Musk's team in Chinese photovoltaic companies, focusing on potential collaborations in solar technology [39] Wind Power Sector - The report outlines progress in offshore wind projects across various regions, with significant approvals and tenders being announced [42][44] - It emphasizes the expected growth in offshore wind capacity and the importance of supply chain developments in the sector [51][52]

Investment Rating - The report maintains an "Outperform" rating for the power equipment and new energy industry [1]. Core Insights - The global sales of new energy vehicles are expected to maintain rapid growth by 2026, driving demand for batteries and materials [1]. - Recent fluctuations in material prices for power batteries warrant attention to the pricing situation along the supply chain [1]. - Solid-state batteries are entering a critical phase of engineering validation, with a focus on related materials and equipment companies [1]. - In the photovoltaic sector, "anti-involution" and "space photovoltaics" are identified as the two main investment themes for 2026, with increased demand for photovoltaic equipment [1]. - The domestic market is seeing a rise in high-power component demand, with downstream battery components relying on efficiency improvements for market clearing [1]. - Wind power demand is expected to continue growing, with recommendations to focus on wind turbines and offshore wind power [1]. - The energy storage sector remains highly prosperous, with a recommendation to pay attention to energy storage cells and large-scale integrated plants [1]. - Hydrogen energy is anticipated to open up demand for green hydrogen, with a focus on downstream hydrogen-based energy applications [1]. - Nuclear fusion is seen as a long-term catalyst for energy development, with recommendations to focus on core suppliers in the nuclear fusion power sector [1]. Summary by Sections Industry Performance - The power equipment and new energy sector rose by 2.2%, outperforming the Shanghai Composite Index, which fell by 1.27% [10]. - The photovoltaic sector saw the highest increase at 3.43%, while the wind power sector experienced a slight decline of 0.01% [13]. Key Industry Information - The China Passenger Car Association estimates that 900,000 new energy vehicles will be wholesaled in January 2026, a 1% year-on-year increase [27]. - Changan Automobile and CATL announced the global launch of the first sodium battery mass-produced passenger vehicle, expected to be available by mid-2026 [27]. - Tesla has achieved large-scale production of dry electrode technology [27]. - The domestic energy storage tender for January 2026 reached 36.3 GWh, with notable bidding scales in Ningxia, Hebei, and Xinjiang [27]. Company Developments - Foster is collaborating with professional institutions to invest in a private equity fund focused on flexible thin-film gallium arsenide battery companies [29]. - Guoxuan High-Tech plans to raise up to 5 billion yuan through a private placement for a 20 GWh power battery project [29]. - TCL Zhonghuan's subsidiary Maxeon Solar signed a patent licensing agreement with Aisuo, with a five-year licensing fee of 1.65 billion yuan [29].

Group 1 - Ningde Times signed a cooperation agreement with Quanzhou for a new energy battery production base, focusing on R&D and manufacturing with advanced green manufacturing technology [3] - Ningde Times signed a comprehensive strategic cooperation agreement with the Yunnan provincial government to promote green energy development and electric transportation infrastructure [4] - Ningde Times signed a strategic cooperation memorandum with Schroders Greencoat and Lochpine Capital to explore and invest in European battery storage projects, aiming for a potential development of 10GWh of renewable energy storage [5] Group 2 - Ruipu Lanjun announced its first profit, expecting a net profit between RMB 630 million and RMB 730 million for the year ending December 31, 2025, driven by increased shipments of power and energy storage battery products [6] - Guoxuan High-Tech projected a net profit of approximately RMB 2.5 billion to RMB 3 billion for 2025, representing a year-on-year increase of 107.16% to 148.59% [7] - BYD reported a total installation of approximately 20.187GWh for January 2026, with a year-on-year increase of 30.15% in battery installations [8] Group 3 - Chuangneng signed a strategic cooperation agreement for a 5.5GWh energy storage project in Saudi Arabia, providing advanced storage products and technical support [9] - EVE Energy announced a framework agreement to invest in an integrated battery industry in Indonesia, covering various stages from mining to battery recycling [10] - Baoding Shanjin Technology Co., Ltd. plans to issue A-shares to raise up to RMB 650 million for battery manufacturing projects [12] Group 4 - Tianqi Lithium Industries reported a significant turnaround, expecting a net profit of RMB 369 million to RMB 553 million for 2025, compared to a loss of RMB 7.905 billion in 2024 [14] - Ganfeng Lithium announced a projected net profit of RMB 1.1 billion to RMB 1.65 billion for 2025, marking a substantial recovery from a loss of RMB 2.074 billion in the previous year [16] - Yichang's first CVD silicon-carbon production line is set to begin mass production, with successful testing results from major lithium battery manufacturers [17] Group 5 - The Yuxi Enjie production base achieved a significant milestone with all seven production lines operational, laying a solid foundation for future expansions [18] - Weiyuan Co. announced the successful production of qualified products from its 250,000 tons/year electrolyte solvent project, contributing to sustainable economic development [19] - A lithium iron phosphate project in Gansu with a total investment of RMB 3.135 billion has commenced production, expected to generate an annual output value of over RMB 6 billion [20] Group 6 - Rongbai Technology responded to rumors regarding a patent dispute with LG Chem, asserting that its products do not infringe on any patents [21] - Qingyan Nako's dry electrode equipment was delivered to a leading Japanese automaker, marking its first international application [23] - Xian Dao Intelligent initiated its IPO process, aiming to raise approximately HKD 4.288 billion for expansion and technological upgrades [25]

智通财经记者 | 高菁 本次收购源于麦克赛尔全球业务战略的主动调整。该公司已于2025年决议停止方形锂电池业务，并计划对负责该产品生 产的无锡子公司进行解散清算。麦克赛尔成立于1960年，是日本老牌能源与电子企业，早期凭借方形锂电池在手机、智 能手机、便携式游戏机等移动设备领域占据重要地位。由于消费电子市场向软包电池转型，麦克赛尔的销售和利润减 少。 LG新能源斩获5 GWh美国储能订单 锂电产业链本周大事： 2月4日，LG新能源宣布，已与韩华解决方案公司美国子公司达成协议，为其能源存储系统项目供应电池。两家公司均 计划在当地生产，以规避关税方面的不确定性。LG新能源表示，其全资子公司LG Energy Solution Vertech已与韩华 Qcells美国公司签署协议，将向后者供应5GWh的电池，交付时间定于2028年至2030年。 日企麦克赛尔出售在华锂电池子公司 国轩高科拟募资不超50亿元加码三大电池项目 2月4日，日本电子与材料企业麦克赛尔(Maxell)公告称，将把生产锂离子电池的子公司无锡麦克赛尔能源有限公司，出 售给星河能源旗下全资子公司浙江兴寰控股有限公司。交易金额约4896万元，预计月内 ...

Core Viewpoint - Guoxuan High-Tech plans to raise no more than 5 billion yuan through a private placement of A-shares to support capacity expansion and supplement working capital, driven by the growing demand in the new energy lithium battery market [1]. Group 1: Fundraising and Investment Projects - The raised funds will be used for the following projects: - Annual production of 20GWh power battery project with a total investment of approximately 50 billion yuan, using 20 billion yuan from the raised funds [2]. - Guoxuan High-Tech 20GWh new energy battery base project with a total investment of 40 billion yuan, using 10 billion yuan from the raised funds [3]. - New type of lithium-ion battery (20GWh) intelligent manufacturing base project with a total investment of 40 billion yuan, using 10 billion yuan from the raised funds [3]. - Supplementing working capital with 10 billion yuan from the raised funds [2]. Group 2: Project Implementation Details - The annual production of 20GWh power battery project will be implemented by Hefei Guoxuan Green Energy Co., Ltd. in Hefei, Anhui Province, and has obtained the necessary approvals for land transfer and environmental assessment [2]. - The 20GWh new energy battery base project will be implemented by Wuhu Guoxuan Power Technology Co., Ltd. in Wuhu, Anhui Province, and has received the land use rights certificate and construction planning permit [3]. - The new type of lithium-ion battery intelligent manufacturing base project will be implemented by Jiangsu Guoxuan New Energy Technology Co., Ltd. in Nanjing, Jiangsu Province, and has also obtained the required investment project filing certificate and land use rights certificate [3].

（文章来源：证券日报） 证券日报网讯 2月6日，圣阳股份在互动平台回答投资者提问时表示，在数据中心业务领域，公司与国 轩高科在产品类别、技术应用、客户结构等方面各有侧重，形成差异化竞争格局。面对算力需求爆发机 遇，公司已设立算力业务事业部，系统优化资源配置，依托自主研发的备用电源技术、卓越的解决方案 及丰富的应用经验，深耕互联网企业、通信运营商、第三方IDC服务商、金融企业等核心领域与优质客 户，业务规模快速增长，稳固行业头部地位。未来，公司将紧抓算力发展机遇，以市场需求为导向，以 数据中心全生命周期服务为抓手，加大研发投入、强化科技创新，持续优化市场与客户结构，聚焦重点 行业及头部客户深度开发，不断夯实核心竞争优势，推动数据中心业务实现新突破。 ...