Core Insights - EVE Energy has been awarded the world's first cylindrical battery lighthouse factory certification by the World Economic Forum and McKinsey, showcasing its integration of advanced technologies like AIoT, physical simulation, and large language models in its manufacturing processes [1] Group 1: Intelligent Manufacturing and Efficiency - EVE Energy has established a highly efficient digital intelligence system that spans the entire research, production, and sales chain, featuring a domestic first 300ppm high-speed production line capable of producing 300 cylindrical battery cells per minute, with an average of nearly 27 cells produced every second [2] - The integration of physical simulation and AI process models has led to a 75% reduction in the number of R&D experiments, significantly shortening the time from R&D to mass production [2] - Automation in key production processes has reached 100%, with all materials being delivered without human intervention, and an AIoT-driven equipment health prediction system has improved overall equipment efficiency to 95% [2] Group 2: Quality Control and Product Consistency - EVE Energy has implemented a comprehensive quality intelligent control system, achieving a product first-pass yield rate of over 97% [3] - The AI production quality prediction model collects key indicator data in real-time and optimizes processes dynamically, resulting in a 70% improvement in cell voltage consistency [3] - An AI visual inspection system has enabled a transition from sampling to 100% inspection, achieving "zero missed judgments" in quality control [3] Group 3: Green Innovation and Sustainability - EVE Energy aims to reduce carbon emissions per unit of production by over 60% and energy consumption per unit product by over 55% from 2022 to 2025 [4] - The deployment of an AI energy efficiency optimization model has led to a 5%-10% reduction in energy consumption for core systems such as air conditioning and air compression [4] - The introduction of a "battery passport" provides each battery with a unique digital ID, covering over 200,000 data nodes in the supply chain, facilitating accurate recycling and second-life utilization [4] Group 4: Human-Machine Collaboration and Safety - EVE Energy emphasizes a human-centered approach in its Industry 4.0 transformation, utilizing AR training and remote expert guidance to reduce the skill acquisition period for key positions from months to days [5] - The factory has implemented a "360° integrated security platform" with over 1,000 smart sensors and drones to monitor operations, achieving a "zero-accident" safety record through real-time risk alerts [5] - The practices of EVE Energy's lighthouse factory demonstrate a viable path to achieving breakthroughs in manufacturing efficiency and green performance through advanced technologies [5][6]

Investment Rating - The industry investment rating is "Overweight," indicating that the industry index is expected to outperform the market index by more than 10% over the next six months [5]. Core Insights - In December 2025, the production and sales of new energy vehicles (NEVs) and batteries showed year-on-year growth but a month-on-month decline, primarily due to consumer hesitation during a subsidy policy gap [4]. - The penetration rate of NEVs reached 52.3% in December, a decrease of 0.9 percentage points month-on-month, while the annual penetration rate for 2025 was 47.9%, an increase of 7 percentage points year-on-year [4]. - The battery production and sales in December 2025 saw significant growth, with production at 201.7 GWh (up 14.4% month-on-month, 62.1% year-on-year) and sales at 199.3 GWh (up 11.1% month-on-month, 57.5% year-on-year) [4]. - The demand for power batteries is expected to weaken in the short term due to the traditional off-season for the NEV market and adjustments in the vehicle purchase tax [4]. - The solid-state battery industry is progressing towards commercialization, which will create incremental demand for materials and equipment in the industry chain [4]. Summary by Sections New Energy Vehicle Market - December 2025 saw NEV production and sales of 171.8 million and 171 million units, respectively, with year-on-year growth of 12.3% and 7.2%, but month-on-month declines of 8.6% and 6.2% [4]. - For the entire year of 2025, NEV production and sales reached 16.626 million and 16.49 million units, with year-on-year growth of 29% and 28.2% [4]. Battery Production and Sales - In December 2025, the production of power and energy storage batteries was 201.7 GWh, with a year-on-year increase of 62.1% [4]. - The sales of power batteries accounted for 72.1% of total sales, with a month-on-month increase of 7.3% and a year-on-year increase of 49.2% [4]. Export and Market Dynamics - Battery exports in December 2025 reached 32.6 GWh, with a year-on-year increase of 49.2% [4]. - The report anticipates stable demand in the energy storage market and potential short-term support for demand due to adjustments in export tax policies [4]. Investment Recommendations - The report suggests focusing on the recovery pace of the industry chain and prioritizing sectors benefiting from solid-state battery advancements, including core materials and equipment [4]. - Key stocks to watch include CATL, EVE Energy, and others listed in the report [4].

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，惠州亿纬锂能股份有限公司，成立于2001年，位于惠州市，是一家以从事批发业为主 的企业。企业注册资本204572.1497万人民币。通过天眼查大数据分析，惠州亿纬锂能股份有限公司共 对外投资了49家企业，参与招投标项目213次，财产线索方面有商标信息293条，专利信息4363条，此外 企业还拥有行政许可421个。 武汉亿纬储能有限公司，成立于2018年，位于武汉市，是一家以从事科技推广和应用服务业为主的企 业。企业注册资本8177.43万人民币。通过天眼查大数据分析，武汉亿纬储能有限公司共对外投资了6家 企业，参与招投标项目23次，专利信息1159条，此外企业还拥有行政许可10个。 湖北亿纬动力有限公司，成立于2012年，位于荆门市，是一家以从事电气机械和器材制造业为主的企 业。企业注册资本130326.109583万人民币。通过天眼查大数据分析，湖北亿纬动力有限公司共对外投 资了5家企业，参与招投标项目282次，专利信息5000条，此外企业还拥有行政许可1515个。 国家知识产权局信息 ...

12月，我国动力和储能电池合计出口32.6GWh，环比增长1.3%，同比增长49.2%，占当月销量16.4%。其中，动力电池出口量为19.0GWh，占总出口量 58.4%，环比减少10.4%，同比增长47.1%；储能电池出口量为13.6GWh，占总出口量41.6%，环比增长23.9%，同比增长52.2%。 智通财经APP获悉，1月16日，中国汽车动力电池产业创新联盟发布2025年12月动力电池月度信息。数据显示，12月，我国动力和储能电池合计产量为 201.7GWh，环比增长14.4%，同比增长62.1%。1-12月，我国动力和储能电池累计产量为1755.6GWh，累计同比增长60.1%。 销量方面： 12月，我国动力和储能电池销量为199.3GWh，环比增长11.1%，同比增长57.5%。其中，动力电池销量为143.8GWh，占总销量72.1%，环比增长7.3%，同 比增长49.2%；储能电池销量为55.6GWh，占总销量27.9%，环比增长22.4%，同比增长84.0%。 1-12月，我国动力和储能电池累计销量为1700.5GWh，累计同比增长63.6%。其中，动力电池累计销量为1200.9GWh，占总销 ...

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：鑫椤锂电 | | | 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： 据 ICC 鑫椤资讯统计， 2025 年全球储能电池出货 640GWh ，同比增长 82.9% 。其中国内电池厂 家出货 621.5GWh ，同比增长 82.8%； 海外电池厂家出货 18.5GWh ， 同比增长 85% 。 数据来源： ICC 鑫椤资讯、 LIRA 莱睿咨询 2025年六氟磷酸锂市场盘点： 2025 年表前侧储能市场占比 79.2% ，工商业储能市场占比 9.6% ，户储 & 便携式储能市场占比 9.3% ，基站 & 数据中心备电市场占 ...

Group 1 - The core viewpoint of the news highlights significant investments in the energy sector, particularly by the State Grid Corporation, which is expected to reach a historical high of 4 trillion yuan during the 14th Five-Year Plan, representing a 40% increase compared to the previous plan [1] - The investment focus will be on promoting green and low-carbon energy transition, constructing a new power system, and deepening technological innovation [1] - The expected fixed asset investments for the State Grid and Southern Grid during the 14th Five-Year Plan are approximately 4 trillion yuan and 1 trillion yuan, respectively, with a projected annual grid investment of 889 billion yuan in 2026, reflecting a year-on-year growth of over 7% [1] Group 2 - The meeting of the inter-ministerial joint conference on energy-saving and new energy vehicles noted that the market size of China's new energy vehicles increased by 3.6 times during the 14th Five-Year Plan, with battery costs reduced by 30%, lifespan increased by 40%, and charging speeds improved by over three times [2] - There is a pressing need to establish a power capacity market mechanism to ensure the recovery of installation costs for various power generation entities in the context of high renewable energy penetration [2] - The top ten weighted stocks in the CSI New Energy Index, which the New Energy ETF closely tracks, account for 43.23% of the index, including major companies like CATL, Sungrow Power, and Longi Green Energy [2]

数据显示，截至2025年12月31日，中证电池主题指数前十大权重股分别为宁德时代、阳光电源、三花智 控、亿纬锂能、天赐材料、先导智能、格林美、国轩高科、多氟多、欣旺达，前十大权重股合计占比 51.77%。 电池ETF嘉实(562880)紧密跟踪中证电池主题指数，是一键布局电池主题板块的便利工具。 2026年1月16日早盘，A股三大指数小幅高开，截至10:24，中证电池主题指数(931719)上涨0.67%，成分 股震裕科技上涨7.64%，三花智控上涨4.12%，特锐德上涨3.59%，阳光电源上涨3.15%，锦浪科技上涨 3.09% 2025年1-11月全球动力电池装车量达1046GWh，同比增长32.60%，保持高速增长态势。宁德时代以 400GWh装车量持续领先，比亚迪、LG新能源分列第二、第三位。蜂巢能源表现突出，装机量同比增长 85.60%。与此同时，国家两部门印发指导意见，提出力争到2030年初步建成新型电网平台，支撑新能 源发电量占比达30%左右，"西电东送"规模将超4.2亿千瓦，为动力电池产业链提供稳定的绿色能源基 础。 天风证券指出，锂电行业2026年的主基调是产线建设与供应链确立。需求方面，预 ...

中化新网讯 日前，在全国就业与社会保障先进民营企业表彰大会上，惠州亿纬锂能股份有限公司凭借 在稳定就业、社会保障及员工关怀方面的突出贡献，被授予"全国就业与社会保障先进民营企业"称号。 作为锂锰电池领域国家级制造业单项冠军企业，亿纬锂能历经20余年深耕，业务覆盖消费电池、动力电 池、储能电池全场景。目前，亿纬锂能业务版图覆盖全球多个国家和地区，全球员工规模超2.8万人。 仅母公司层面，2024年企业职工数量就达7960人，聘用残障员工209人，在稳定就业岗位、完善社会保 障体系、践行民营企业社会责任等方面发挥了重要示范作用。 ...

| 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 部 | 部 | | 21.99 | 1493.12 | 67.90 | 0.00 | 机构专用 | 机构专用 | （文章来源：证券时报网） 证券时报·数据宝统计显示，亿纬锂能今日收盘价为67.90元，上涨1.10%，日换手率为2.75%，成交额为 37.54亿元，全天主力资金净流入2.05亿元，近5日该股累计下跌1.59%，近5日资金合计净流出6.39亿 元。 两融数据显示，该股最新融资余额为52.66亿元，近5日增加1.99亿元，增幅为3.92%。（数据宝） 1月15日亿纬锂能大宗交易一览 亿纬锂能1月15日大宗交易平台出现一笔成交，成交量21.99万股，成交金额1493.12万元，大宗交易成交 价为67.90元。该笔交易的买卖双方均为机构专用席位。 ...

Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by favorable policies and technological advancements, positioning it as a key focus area in the market. Group 1: Market Performance - The battery and solid-state battery sectors are leading the market, with notable stock performances from companies like Xianhui Technology, which rose by 11.59%, and Huayou Cobalt, which increased by over 7% [1][2]. - Key companies in the industry, including CATL and Yiwei Lithium Energy, also saw upward movements, indicating a strong response across the supply chain [1]. Group 2: Policy Support - The Ministry of Industry and Information Technology emphasizes accelerating breakthroughs in solid-state battery technology, highlighting a collaborative effort between national and local governments to enhance the supply chain's self-sufficiency [3]. - Local governments are integrating solid-state batteries into their industrial strategies, with regions like Jiangxi and Chongqing focusing on advancing core technologies in this field [3]. Group 3: Technological Advancements - Companies are rapidly advancing their solid-state battery technologies, with Weichai Power announcing successful laboratory research on sulfide solid-state batteries and plans for industrialization [4]. - Jinlongyu is investing 1.2 billion yuan to establish a production line for solid-state batteries, while Haopeng Technology aims for mass production of solid-state batteries by 2025 [4]. Group 4: Market Potential - Solid-state batteries are expected to penetrate various sectors, including electric vehicles, energy storage, aerospace, and consumer electronics, due to their performance advantages over traditional lithium-ion batteries [6]. - TrendForce forecasts that the global demand for solid-state batteries will exceed 206 GWh by 2030 and further expand to over 740 GWh by 2035, indicating a transition to large-scale applications [6]. Group 5: Industry Growth Outlook - Analysts are optimistic about the growth potential of the solid-state battery supply chain, with expectations of high demand driven by the increasing sales of electric vehicles [6][7]. - The period from 2027 to 2030 is identified as a critical window for the industrialization of solid-state battery technologies, with equipment manufacturers likely to benefit first from this growth [7].