马斯克计划未来 3 年在美建设 200GW 光伏产能 | 分析师：曾彪 | | --- | | 执业证书编号：S0740522020001 | | Email：zengbiao@zts.com.cn | | 分析师：吴鹏 | | 执业证书编号：S0740522040004 | | Email：wupeng@zts.com.cn | | 分析师：赵宇鹏 | | 执业证书编号：S0740522100005 | Email：zhaoyp02@zts.com.cn 执业证书编号：S0740525020001 Email：xumc@zts.com.cn 执业证书编号：S0740524060006 Email：wangxy23@zts.com.cn 执业证书编号：S0740525080002 Email：guolin@zts.com.cn 执业证书编号：S0740526010001 Email：yangzw02@zts.com.cn | | | | 上市公司数 | 398 | | --- | --- | | 行业总市值(亿元) | 90,656.53 | | 行业流通市值(亿元) | 81,089.59 | 行业-市场走 ...

Investment Rating - The investment rating for the lithium battery industry is "Outperform the Market" (maintained) [1] Core Insights - The lithium salt prices have risen, with lithium carbonate priced at 171,000 yuan/ton, an increase of 31,000 yuan/ton compared to two weeks ago [2] - The report highlights the acceleration of solid-state battery industrialization, with various companies announcing significant projects and collaborations [4] - Demand for lithium batteries is expected to remain strong, with several leading companies identified as potential investment opportunities [2] Industry Dynamics - Lithium salt prices have increased, with the current price of lithium carbonate at 171,000 yuan/ton, up 31,000 yuan/ton from two weeks ago [2] - The prices of ternary cathodes and lithium iron phosphate cathodes have also risen, while the prices of anodes, separators, and electrolytes remain stable [2] - The report notes that the price of square ternary power cells has increased by 0.057 yuan/Wh compared to two weeks ago [2] Investment Recommendations - The report suggests focusing on leading companies in the lithium battery industry with low valuations amid strong demand, including CATL, Yiwei Lithium Energy, and others [2] - It also highlights companies leading in the low-altitude economy and robotics sectors, as well as those involved in solid-state and sodium battery materials [2] Solid-State Battery Developments - The solid-state battery industry is advancing, with several companies announcing new projects and collaborations [4] - CATL has released a sodium battery solution for light commercial vehicles, capable of operating at -30°C [4] - Various companies are entering partnerships to enhance solid-state battery technology and production capabilities [10] Market Performance - The lithium battery sector has seen a decline of 4.4% in the past two weeks, while the battery chemicals sector increased by 4.1% [8] - Key individual stocks have shown varied performance, with CATL down 1.5% and Hunan Youneng up 11.2% [8] New Energy Vehicle Data - In December 2025, domestic new energy vehicle sales reached 1.71 million units, a year-on-year increase of 7% [4] - The penetration rate of new energy vehicles in the domestic market reached 52.3%, up 6.5 percentage points year-on-year [4] Charging Infrastructure - As of December 2025, the total number of public charging piles in China reached 4.717 million, with a total power of approximately 17,967 MW [24] - The utilization rate of public charging piles was approximately 6.96%, showing a slight decrease year-on-year [24]

近日，安徽省市场监督管理局组织开展了电动自行车电池等84种产品质量省级监督抽查，并将抽查情况 进行通报。其中，本次共抽查了30批次电动自行车电池产品，抽查发现1批次标称生产单位为"惠州亿纬 锂能股份有限公司"的可充电锂离子电池组不合格，不合格项目为过充电。 针对抽查不合格的情况，南都·湾财社记者通过惠州亿纬锂能股份有限公司（以下简称"亿纬锂能"）官 网提供的董事会秘书电话进行采访，接线人员表示公司暂未收到相关信息，后续如若看到相关信息才会 进行相应的处理。 1批次亿纬锂能可充电锂离子电池组 长时间充电可能会造成电池冒烟起火 据了解，根据安徽省2025年产品质量省级监督抽查工作安排，本次产品质量省级监督抽查共抽查了84种 1687批次产品，发现不合格产品96批次，其中包括1批次电动自行车电池抽检不合格。 根据安徽省市场监督管理局所披露的详细数据，该款抽检不合格的电动自行车电池是一款可充电锂离子 电池组，其标称生产单位为惠州亿纬锂能股份有限公司，主要不合格项目为"过充电"，规格型号 为"48V20Ah"。 | | 电动自行车电 想 | 中阳好健新能 源科技有限公 | 惠州亿纬锂能 股份有限公司 | 可充电锂离子 ...

证券日报网讯1月23日，亿纬锂能（300014）在互动平台回答投资者提问时表示，公司始终坚持提供全 场景锂电池解决方案，针对商业航天产品极端使用环境和高可靠性特点，公司2年前已开始布局商业航 天锂电池产品，目前已与多家头部商业火箭公司和商业卫星公司合作，为其提供高性能、高可靠、低成 本电池能源解决方案。 ...

（编辑 丛可心） 证券日报网讯 1月23日，亿纬锂能在互动平台回答投资者提问时表示，公司积极响应绿色发展战略，通 过技术创新和产业布局，建立"电池制造－电池使用－电池回收－再生利用－材料再生"的可持续发展循 环经济体系。公司于2025年获得中华环保联合会科技进步奖一等奖，并于2025年6月正式启动"亿纬锂能 全球锂电回收平台"。 ...

（编辑 丛可心） 证券日报网讯 1月23日，亿纬锂能在互动平台回答投资者提问时表示，公司已在固态电池领域进行技术 布局，并做了相关产业规划。公司计划于2026年实现全固态电池生产工艺的突破，推出一款高功率、高 环境耐受性及绝对安全的全固态电池，主要用于混合动力领域。于2028年推出400Wh/Kg的高比能全固 态电池。2025年9月公司固态电池研究院成都量产基地正式揭牌，"龙泉二号"全固态电池成功下线。成 都基地总面积约11000平方米，全面投产后年产能近50万颗电芯。此次下线的"龙泉二号"为10Ah全固态 电池，能量密度高达300Wh/kg、体积能量密度为700Wh/L，主要面向人形机器人、低空飞行器以及AI 等高端装备应用领域。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司电池、储能可以用在太空吗？ 亿纬锂能（300014.SZ）1月23日在投资者互动平台表示，公司始终坚持提供全场景锂电池解决方案，针 对商业航天产品极端使用环境和高可靠性特点，公司2年前已开始布局商业航天锂电池产品，目前已与 多家头部商业火箭公司和商业卫星公司合作，为其提供高性能、高可靠、低成本电池能源解决方案。 ...

证券日报网讯1月23日，亿纬锂能（300014）在互动平台回答投资者提问时表示，公司始终坚持提供全 场景锂电池解决方案，结合航天产品极端使用环境与高可靠性的核心特性，公司早在两年前便已提前布 局相关业务，目前已与多家商业火箭、商业卫星领域的头部企业达成合作，为其提供高性能、高可靠、 低成本的航天电池产品及解决方案。 ...

证券日报网讯 1月23日，亿纬锂能发布公告称，公司于近日接到控股股东西藏亿纬控股有限公司（简 称"亿纬控股"）的通知，获悉亿纬控股将其所持有的公司部分股份进行了解除质押及质押业务，本次解 除质押数量为2，680，000股，本次质押数量为6，700，000股。 （文章来源：证券日报） ...

Core Viewpoint - The company has been deeply engaged in cylindrical batteries for over 20 years and has established over 70 GWh of large cylindrical production capacity both domestically and internationally [1] Group 1 - As of June 30, 2025, the company has achieved mass production of over 60,000 units of its large cylindrical batteries, with the longest single vehicle range exceeding 230,000 kilometers [1] - The company's 46 series ternary large cylindrical batteries feature high energy density, high production efficiency, good safety, and stable mechanical structure, making them a benchmark product in the industry [1] - These batteries will be used in the next-generation electric vehicle models of leading global automotive brands [1]