Core Insights - The core viewpoint of the articles is that China's lithium battery exports are experiencing significant growth due to the increasing demand for electric vehicles and energy storage solutions, despite facing some fluctuations in 2023 and 2024 due to lithium carbonate price volatility [1][8]. Industry Overview - Lithium batteries, which utilize lithium metal or lithium alloys as electrode materials, are categorized into lithium metal batteries and lithium-ion batteries [3][4]. - The lithium battery industry has evolved significantly since the first lithium battery was created in the 1970s, with major advancements in materials and safety features over the decades [4]. Export Growth - China's lithium battery exports have shown a consistent upward trend from 2019 to 2022, with a notable increase in 2024, reaching 3.914 billion units, a year-on-year growth of 8.09% [1][8]. - In the first three quarters of 2025, the export volume reached 3.399 billion units, marking a 19.14% increase year-on-year [1][8]. Market Demand - The global electrification process and expanding energy storage applications are expected to sustain strong demand for China's cost-effective lithium battery products in overseas markets [1][8]. - The export value of China's lithium batteries surged from $6.78 billion in 2016 to $61.12 billion in 2024, with a compound annual growth rate of 31.63% [10]. Key Export Markets - Vietnam emerged as the largest market for China's lithium battery exports in the first three quarters of 2025, with an export volume of 81.661 million units, a year-on-year increase of 35.04% [10]. - The United States and Germany are also significant markets, with Germany surpassing the U.S. as the top export destination in 2025 [12]. Industry Policies - China's lithium battery industry is supported by a robust policy framework aimed at fostering innovation and market application, including the establishment of national standards and financial incentives [6]. Company Landscape - Major companies in the lithium battery sector include CATL, EVE Energy, Guoxuan High-Tech, and others, which are actively expanding their international presence through overseas factories and joint ventures [7][13]. - CATL reported a revenue of 131.6 billion yuan from its power battery systems in the first half of 2025, reflecting a year-on-year growth of 16.87% [13]. Future Trends - The industry is shifting towards localized value chains, with companies establishing production and R&D facilities abroad to better meet local market demands and regulatory standards [16]. - There is a growing focus on technological innovation, particularly in solid-state and sodium-ion batteries, to enhance performance metrics such as energy density and charging speed [17].

近期，中国燃气(0384.HK)发布自愿性公告，与惠州亿纬锂能股份有限公司("亿纬锂能")签订战略合作协 议，建立全方位、深层次的战略合作伙伴关系，这一举措吸引资本市场和投资者的高度关注。 中国燃气是综合能源服务领域龙头，亿纬锂能是电池技术领域的领军企业，建立合作不仅可以形成企业 层面的优势互补，更有望成为新能源行业"技术+场景"协同落地的范本，合作背后的产业逻辑和长期意 义值得剖析。 双方优势互补，打通"技术+场景"闭环 中国燃气的核心竞争力在于场景端的全链条布局与综合能源服务能力。 作为综合能源服务领域龙头，中国燃气已围绕打造零碳城市(园区)，对"源-网-荷-储"进行系统布局。其 不仅具备光储分布式能源、生物质及绿色低碳平台的成熟应用场景，还能实现电、气、热、冷等多能源 系统的协同供应与闭环管理，可提供贯穿建筑全生命周期的碳计量与节能减排服务，以及数字化智慧低 碳工业园区解决方案。 协议明确提出，双方将联合开发储能系统与生物质能源的耦合技术，而这一技术落地正是解决生物质能 源供应不稳定痛点的关键，有望实现生物质能源的平滑输出，再借助中国燃气在场景端的优势完成商业 化落地，可实现技术与场景的精准适配，让技术 ...

本报讯 12月2日，中国燃气控股有限公司（以下简称"中国燃气"）与惠州亿纬锂能股份有限公司（以下 简称"亿纬锂能"）在亿纬锂能仲恺总部举行战略合作签约仪式。中国燃气董事会主席刘明辉，集团副总 裁张丙爱，亿纬锂能联合创始人、总裁刘建华等双方核心管理层出席仪式，共同见证这一重要时刻。此 次签约标志着双方正式建立全方位深层次战略合作伙伴关系，将携手在储能技术创新、生物质技术、绿 色清洁能源应用等领域深耕布局，助力"双碳"目标落地。 此前，双方已开展深度项目合作，共同打造的巴斯夫杉杉长沙基地40MW/80MWh新型储能电站、江阴 海达橡塑20MW/45MWh储能电站等标杆项目成功投运，不仅验证了技术集成与商业模式的可行性，更 夯实了彼此合作的信任基石。其中，巴斯夫杉杉长沙基地储能电站采用亿纬锂能电芯和中国燃气 EMS，成为湖南省用户侧储能的示范标杆。 根据协议，双方将以"优势互补、资源共享、互利共赢"为原则，聚焦三大核心领域深化合作。 在技术研发层面，中国燃气将发挥风光储分布式能源、生物质及绿色低碳平台，与亿纬锂能在电池全体 系解决方案上的领先能力相结合，联合开发储能系统与生物质能源的耦合技术，推动低碳能源管理平台 ...

12月2日，亿纬锂能（维权）与中国燃气控股有限公司正式签署全方位战略合作协议，亿纬锂能联合创始人、总裁刘建华，中国燃气控股有限公司董事会 主席刘明辉等双方高管出席仪式，亿纬锂能华南大区总经理杨佳佳与中国燃气战略客户部常务副总经理常良代表双方签约，标志着两家企业深层次合作关 系的确立。 此次合作将围绕技术研发、项目开发、资源共享三大维度展开。技术研发方面，双方计划结合中国燃气的光储分布式能源应用场景与亿纬锂能的电池全体 系解决方案能力，联合开发储能系统与生物质能源耦合技术，推动低碳能源管理平台商业化落地。 12月2日，亿纬锂能（维权）与中国燃气控股有限公司正式签署全方位战略合作协议，亿纬锂能联合创始人、总裁刘建华，中国燃气控股有限公司董事会 主席刘明辉等双方高管出席仪式，亿纬锂能华南大区总经理杨佳佳与中国燃气战略客户部常务副总经理常良代表双方签约，标志着两家企业深层次合作关 系的确立。 此次合作将围绕技术研发、项目开发、资源共享三大维度展开。技术研发方面，双方计划结合中国燃气的光储分布式能源应用场景与亿纬锂能的电池全体 系解决方案能力，联合开发储能系统与生物质能源耦合技术，推动低碳能源管理平台商业化落地。 项目 ...

Core Viewpoint - EVE Energy's major shareholder, Liu Jincheng and Luo Jinhong, sold 40.77 million shares at a price of 72.20 CNY per share, raising 2.944 billion CNY, reducing their combined stake from 39.85% to 37.85% [2][3] Financial Performance - For the first three quarters of 2025, EVE Energy reported revenue of 45.002 billion CNY, a year-on-year increase of 32.17%, but net profit attributable to shareholders decreased by 11.70% to 2.816 billion CNY [3] - The company's gross margin for the first three quarters was 15.95%, lower than competitors like CATL and Guoxuan High-Tech [3] - In Q3 2025, EVE Energy achieved a record quarterly revenue of 16.832 billion CNY, up 35.85% year-on-year, and net profit of 1.211 billion CNY, a 15.13% increase year-on-year and a significant 140.16% increase quarter-on-quarter [3][4] Strategic Adjustments - EVE Energy is undergoing a structural adjustment, with significant growth in energy storage battery shipments, which surpassed power battery shipments for the first time [5] - The company secured a procurement agreement for 50 GWh of battery cells from Haibosi Chuang, equivalent to 99% of its total energy storage shipments last year, ensuring future capacity utilization [5] - EVE Energy is planning a Hong Kong IPO to raise 30 billion HKD, focusing on expanding its global production capacity, particularly in Hungary and Malaysia [5] Industry Context - The lithium battery industry is experiencing profound changes, with global demand for power batteries projected at 1500 GWh, while China's planned production capacity exceeds 3000 GWh, leading to significant overcapacity [4] - EVE Energy's third-quarter results reflect a strategic move to mitigate the impact of one-time rebates, which temporarily lowered profits but positioned the company for future growth [4]

12月2日，中国燃气(00384.HK)与亿纬锂能（300014）在亿纬锂能仲恺总部举行战略合作签约仪式。双 方将携手在储能技术创新、生物质技术、绿色清洁能源应用等领域深耕布局，助力"双碳"目标落地。 中国燃气董事会主席刘明辉在致辞中表示，中国燃气拥有覆盖全国2亿人口的能源网络、50万公里燃气 管网及超5000万户家庭用户，具备储能技术规模化落地的场景优势。此次与亿纬锂能的战略合作，是中 国燃气向"绿色二次能源供应商"转型的关键举措，未来将通过资源互补，共同探索生物质能与储能融 合、绿电交易与碳资产运营等创新模式。 亿纬锂能联合创始人、总裁刘建华表示，亿纬锂能凭借全球第二的储能电芯出货量及海外基地的产能布 局，能为双方合作提供稳定的核心产品供应。此次合作是亿纬锂能完善全球产业布局的重要一步，双方 将携手开拓东南亚、欧洲等海外增量市场。 根据最新合作协议，双方将以"优势互补、资源共享、互利共赢"为原则，聚焦三大核心领域深化合作。 其中，在技术研发层面，中国燃气将发挥风光储分布式能源、生物质及绿色低碳平台，与亿纬锂能在电 池全体系解决方案上的领先能力相结合，联合开发储能系统与生物质能源的耦合技术，推动低碳能源管 ...

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony will focus on the theme "New Cycle, New Technology, New Ecology," discussing the evolution of the lithium battery industry over the past decade and its future development [2]. Event Background and Significance - The Qidian Lithium Battery Industry Annual Conference is a significant annual event that has been held for nine consecutive years, attracting over 1,000 participants each year from the entire lithium battery supply chain [2]. - The 2025 event marks the 10th anniversary of the conference and the Qidian Research Institute, aiming to provide a platform for industry exchange and collaboration [2]. Event Details - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony - Event Date: December 18-19, 2025 - Location: Venus Royal Hotel, Shenzhen - Scale: Over 1,200 offline participants and 30,000 online viewers [2][4]. Highlights of the Event - The conference will feature over 1,200 guests discussing industry development, nine specialized forums, and more than 60 prominent speakers addressing core issues [4]. - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4][7]. - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct connections among industry leaders [4]. Specialized Forums and Topics - The agenda includes specialized sessions on various topics such as high-energy density technologies, battery materials, and safety challenges in the lithium battery sector [5][6]. - Notable discussions will cover advancements in soft-pack batteries, solid-state battery technology, and the future of energy storage solutions [5][6]. Award Information - The Golden Ding Award aims to encourage innovation in the lithium battery industry and recognize brands that contribute significantly to its development [7]. - The application period for the awards is from September 1, 2025, to November 25, 2025, with the final winners announced between December 1 and December 10, 2025 [8][9]. Participation and Registration - Registration for the event is priced at 2,888 yuan per person, which includes access to the conference, meals, and industry white papers [10].

Core Insights - The article highlights recent developments in the energy storage sector, with four companies announcing new storage orders, indicating a growing trend in the industry [1]. Group 1: Company Announcements - EVE Energy signed a 1GWh energy storage order with China Gas, focusing on the integration of distributed energy solutions and low-carbon energy management [2][4]. - Far East Group disclosed a total of 3GWh energy storage system projects over three years, with a total order value of approximately 425 million yuan [7][8]. - Canadian Solar's subsidiary, Recurrent Energy, received development approval for a 500MW/1000MWh energy storage system in the UK, which will be one of the largest solar-storage hybrid plants in the country [10][11]. - Kunming University of Science and Technology and Zhejiang Taihu Energy Valley signed a strategic cooperation agreement to jointly develop a 3GWh energy storage system over three years [12]. Group 2: Project Details - The collaboration between EVE Energy and China Gas aims to develop energy storage systems and biomass energy coupling technologies, with plans to expand into overseas markets [4][6]. - Far East Group's energy storage orders include various projects across China, with a total of 11 significant orders disclosed this year, amounting to 1.367 billion yuan [8][9]. - The Tillbridge project by Recurrent Energy is expected to generate 857.6 GWh annually, serving around 300,000 households and reducing CO2 emissions by over 15 million tons throughout its lifecycle [11]. - The partnership between Kunming University and Zhejiang Taihu Energy Valley includes a procurement contract for 1GWh of aluminum-based lead-carbon batteries, with the first batch valued at approximately 10.59 million yuan [12][13].

Core Viewpoint - EVE Energy and China Gas Holdings have signed a strategic cooperation agreement to enhance collaboration in the energy sector, focusing on energy storage technology innovation and the implementation of carbon neutrality goals [2][5][8]. Group 1: Strategic Cooperation - The strategic cooperation agreement was signed by key executives from both companies, establishing a deep partnership based on mutual benefits and resource sharing [2][5]. - The collaboration aims to create a comprehensive strategic partnership, focusing on energy storage technology innovation and large-scale application of clean energy [5][7]. Group 2: Areas of Focus - The partnership will concentrate on three core areas: technology research and development, project development, and resource sharing, to maximize industrial synergy [7]. - In technology R&D, both companies will collaborate on key innovations in battery materials and energy coupling, as well as digital management [7]. - The project development will involve integrating industry chain resources to expand diverse applications of new energy [7][8]. Group 3: Future Outlook - The agreement is seen as a response to the green and low-carbon development trend, with both companies committed to accelerating energy storage technology innovation and clean energy applications [8]. - Future efforts will focus on deepening cooperation in the comprehensive energy sector, expanding the breadth and depth of collaboration [8].

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：今年的新能源汽车销售和出口都创新高，带动了动力 电池等相关产业链的蓬勃发展，公司作为在相关产业链线上，有哪些自身技术优势，将来的方向是怎样 的？公司的主营业务，是否满产满销？公司在国内、国外，是否有扩建产地产能的计划？公司与宁德时 代，亿纬锂能等这样的电池大企业有战略合作吗？公司有引入促进业务发展的战略投资者计划吗？ 中科电气（300035.SZ）12月3日在投资者互动平台表示，公司锂电负极业务焦原料结构自主调控技术、 包覆工艺及表面改性技术、新一代石墨化技术行业领先，同时新型负极材料前瞻性研究和产品开发处于 行业前列。目前，公司锂电负极业务产能利用率处于较高水平。随着下游新能源汽车及储能市场的发 展，公司稳步推进国内外新建产能的规划建设，以满足不断增长的市场需求。此外，公司与宁德时代、 亿纬锂能、中创新航通过合资建厂、交叉持股等方式开展深度合作，并通过协议转让引入战略投资者凯 博成都基金助力公司持续健康发展。 ...