格隆汇9月30日丨亿纬锂能(300014.SZ)公布，间接参股公司思摩尔国际控股有限公司（简称"思摩尔国 际"）于2025年8月20日发布《截至2025年6月30日止6个月中期业绩公告》和《截至二零二五年六月三十 日止六个月中期股息》，思摩尔国际董事决定向于2025年9月11日名列其股东名册之思摩尔国际拥有人 派付中期股息每股20港仙，合共约港币1,238,220千元。截至本公告披露日，公司全资孙公司 EVEBATTERYINVESTMENTLTD.收到该笔现金分红款374,833,000.00港币。公司对思摩尔国际的长期 股权投资按权益法核算，该笔分红款对公司2025年度合并报表净利润无影响。 ...

亿纬锂能9月30日公告，孙公司EBIL收到参股公司思摩尔国际现金分红3.75亿港币。 ...

Core Viewpoint - The article highlights a significant shift in the lithium battery market, transitioning from concerns about insufficient demand to worries about supply constraints, particularly in the energy storage sector, which is now a key driver of lithium battery demand [2][3]. Group 1: Market Dynamics - The lithium battery sector has seen a strong rebound in stock prices for major companies like CATL and Ganfeng Lithium, indicating a market sentiment shift [2]. - Energy storage has transitioned from a secondary role to a primary focus, with unexpected growth driving demand [3]. - Major manufacturers are experiencing order backlogs, with some companies unable to meet demand and having to forgo lower-margin orders [3]. Group 2: Production and Capacity Utilization - In 2025, the top 10 domestic energy storage cell manufacturers maintained a capacity utilization rate above 80%, with many exceeding 90% since the second quarter [5]. - CATL's capacity utilization reached approximately 89.86%, with a backlog of over 48 GWh in energy storage orders extending into Q1 2026 [6]. - Companies like EVE Energy and Aoxin Energy reported full production capacity, with significant year-on-year increases in shipment volumes [6][8]. Group 3: Demand and Supply Imbalance - The "chip shortage" phenomenon is attributed to a mismatch between supply and demand, with energy storage demand significantly outpacing supply capabilities [12][13]. - The domestic energy storage market has seen a 150% year-on-year increase in new tenders, with a total of over 210 GWh from January to August [15]. - Internationally, Chinese energy storage companies have experienced explosive growth in overseas orders, exceeding 180 GWh, a year-on-year increase of over 200% [16]. Group 4: Price Trends and Future Outlook - The article notes a potential continuation of the supply-demand gap until Q1 2026, with a forecasted compound annual growth rate of 30%-50% for global energy storage over the next 3-5 years [20]. - Prices for energy storage batteries are expected to rise due to increased costs of raw materials like lithium carbonate, although competitive pressures may limit price increases in the system integration market [21]. - The introduction of larger capacity cells (500Ah+) may eventually replace some of the demand for 314Ah cells, potentially stabilizing prices [21].

9月23日，亿纬锂能与可再生能源企业TSL Assembly达成战略合作，双方约定于2026–2030年期间，在中东欧地区部署 总规模达1GWh 的储能系统项目，进一步拓展储能市场，助力区域绿色能源转型。 根据协议，亿纬锂能将提供先进的储能系统及配套电芯模组解决方案，包括采用 628Ah超大容量电芯-Mr.Big和5MWh储能直流系统- Mr.Giant 。此外，亿纬锂能将依托其在德国设立的本地办公室，为TSL Assembly提供 就近技术支持和项目服务 ，确保项目高效落地。 TSL Assembly作为中东欧地区知名的可再生能源企业，在斯洛伐克、捷克、匈牙利等地拥有广泛的销售网络与丰富的EPC项目经验。通过此 次合作，双方将整合资源、优势互补，共同提升在中东欧储能市场的竞争力。 （ 来源：亿纬锂能） 往 期 回 顾 | 01 | ｜ | 开工率大幅提升/储能市场爆发/反内卷/固态电池引发锂电A股+港股暴涨！ | | | --- | --- | --- | --- | | 02 | ｜ | 上市公司终止10亿元锂电池项目 | | | 03 | ｜ | CINE2025固态电池展暨固态电池行业年会定档11月6 ...

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-123 惠州亿纬锂能股份有限公司 关于孙公司 EBIL 收到参股公司思摩尔国际现金分红的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 惠州亿纬锂能股份有限公司（以下简称"公司"）的间接参股公司思摩尔国际控股 有限公司（以下简称"思摩尔国际"）于 2025 年 8 月 20 日发布《截至 2025 年 6 月 30 日止 6 个月中期业绩公告》和《截至二零二五年六月三十日止六个月中期股息》，思摩 尔国际董事决定向于 2025 年 9 月 11 日名列其股东名册之思摩尔国际拥有人派付中期 股息每股 20 港仙，合共约港币 1,238,220 千元。 截至本公告披露日，公司全资孙公司 EVE BATTERY INVESTMENT LTD.收到该 笔现金分红款 374,833,000.00 港币。公司对思摩尔国际的长期股权投资按权益法核算， 该笔分红款对公司 2025 年度合并报表净利润无影响。具体会计处理以年度审计确认结 果为准，敬请广大投资者注意投资风险。 特此公告。 惠州亿纬锂能股份有限公司董 ...

然而，回顾2024年储能行业整体供给过剩，电芯、系统价格下跌，如今仅一年后市场便大转弯，储能市场供需转变背后的底层逻辑是什么？ 0 1 量价齐升！供需双向触发储能板块暴涨 今年年中，受反内卷政策环境驱动，碳酸锂现货价格行情上涨，推动储能电芯成本提升、价格反弹，成为本轮储能"量价齐升"的前奏。 本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 近期， A股市场储能板块再度爆发，储能电芯龙头宁德时代股价自8月初以来呈现加速上行，并于9月25日创下历史新高，截至9月29日公司股价 累计涨幅超50%，市值一度赶超贵州茅台；位居二线的储能电芯厂商亿纬锂能股价也将近翻倍。同期，储能系统方面，阳光电源今年来上涨约 130%，海博思创今年来涨超260%， 储能板块正成为继算力、 AI之后市场的新焦点 。 （ 点此领取储能概念股名单 ） 消息面上，一方面，政策持续发力，国家发改委、国家能源局发布《新型储能规模化建设专项行动方案（2025-2027年）》，指出 至2027年，中 国新型储能装机规模将达到1.8亿千瓦以上，带动新增项目直接投资约2500亿元 ；另一方面， 近几个月 来 储能电芯 市场出现 "一芯难求" ...

【亿纬锂能（维权）：2026–2030年将与TSL Assembly在中东欧地区部署总规模达1GWh的储能系统项 目】智通财经9月30日电，据亿纬锂能9月30日消息，亿纬锂能近日与可再生能源企业TSL Assembly达 成战略合作，双方约定于2026–2030年期间，在中东欧地区部署总规模达1GWh的储能系统项目。 转自：智通财经 ...

人民财讯9月30日电，9月23日—25日，亿纬锂能（300014）携Mr旗舰系列王牌产品和全场景储能解决 方案亮相Solar&Storage Live UK2025，彰显大电芯技术规模化商业应用实力，并携手波兰智能光伏系统 创新解决方案提供商CommVOLT Sp.z o.o.(简称"CommVOLT")，签署500MWh战略合作协议，共同推进 欧洲能源转型。 ...

Core Insights - EVE Energy showcased its flagship Mr series products and comprehensive energy storage solutions at Solar & Storage Live UK from September 23 to 25, 2023, highlighting the company's capabilities in large cell technology and its commercial application scale [1] - The company signed a strategic cooperation agreement with Polish smart photovoltaic system innovator CommVOLT Sp. z o.o. for 500MWh, aimed at advancing the energy transition in Europe [1] Company Developments - EVE Energy's participation in the Solar & Storage Live UK event emphasizes its commitment to innovation in energy storage and large cell technology [1] - The strategic partnership with CommVOLT represents a significant step in expanding EVE Energy's influence in the European energy market [1]

Group 1 - The battery sector has seen significant gains, with Yiwei Lithium Energy rising over 4% and CATL increasing more than 2%, driven by policy support, stabilized supply chain prices, and recovering demand [1] - The Energy Storage Battery ETF (159566) has increased by over 93% since April 9, indicating strong market interest in the energy storage sector [1] - The ETF has attracted a net inflow of 1.242 billion yuan over the past 20 days, bringing its total size to 1.644 billion yuan, making it the largest ETF product focused on the energy storage industry [1] Group 2 - The China lithium battery industry chain investment is expected to grow rapidly from January to August 2025, with solid-state batteries becoming the hottest investment track in the lithium battery sector [1] - Since September, the core logic of the energy storage industry has begun to unfold, primarily due to unexpected growth in industry bidding data in August, alleviating concerns about the sustainability of the market's current boom [2] - There remains a fundamental underestimation of the energy storage sector's profitability improvement and the increasing importance of energy storage in renewable energy generation, indicating a significant expectation gap for demand growth in the coming year [2]