中国发展网讯记者高杨报道8月21日，由山东省工业和信息化厅主办的山东省新能源电池产业链融链固 链对接活动在枣庄成功举办。省工业和信息化厅总经济师、二级巡视员王楗夫，枣庄市副市长张龙江出 席活动并致辞。 新能源电池产业链是省委、省政府重点打造的19条标志性产业链之一，是推动全省绿色低碳高质量发展 的重要支撑。近年来，随着欣旺达（300207）、弗迪、宁德时代（300750）等重大项目在山东落地建 成，带动全省新能源电池产业跨入发展加速期。全省形成涵盖电池制造、关键材料、基础原料全产业链 条，2024年全省产业规模同比增长超20%，今年上半年，全省锂离子电池产量同比增长35.7%。 活动期间，省工业和信息化厅详细介绍了新能源电池产业情况，专题开展了山东省专精特新企业培育发 展政策解读，中泰证券（600918）、浪潮傲林大数据分别围绕新能源电池领域资本运作和数字化解决方 案进行案例分享，欣旺达总部对原材料采购体系进行解读。枣庄市能源电子产业集群和济南弗迪、中材 锂膜、丰元锂能、欣安创能、京阳科技、奥冠新能源等6家企业做现场路演。参会代表现场参观了山东 欣旺达、精工电子等企业产线，为产业链上下游合作搭建了精准对接平台 ...

Group 1: Overview of China's Electric Vehicle Industry Expansion - The Chinese electric vehicle industry is experiencing a significant shift towards international markets, with overseas investments surpassing domestic investments for the first time in 2024, reaching $16 billion compared to $15 billion domestically [1] - A substantial 74% of China's overseas investment in the electric vehicle supply chain is concentrated in the battery sector, indicating a strong focus on battery manufacturing as companies expand internationally [1] Group 2: Investment Trends in Southeast Asia - Major Chinese battery manufacturers, including companies like Yiwei Lithium Energy and CATL, are increasingly investing in Southeast Asia, with nearly ten battery giants announcing plans to establish production facilities in the region in the first half of the year [1][2] - The strategic importance of Southeast Asia is highlighted by its growing market demand for electric vehicles, driven by government policies aimed at increasing EV penetration [4] Group 3: Specific Projects and Investments - Notable investments include CATL's $5.9 billion project in Indonesia, which encompasses the entire battery production chain from nickel mining to battery manufacturing [2][6] - Other significant investments include Yiwei Lithium Energy's new energy storage battery project in Malaysia, with a budget of up to $8.65 billion [2] Group 4: Market Dynamics and Challenges - The domestic lithium battery market in China is reaching saturation, prompting companies to seek new opportunities abroad, particularly in Southeast Asia where government policies are supportive of EV growth [4] - The changing international trade landscape, including tariffs imposed by the U.S., is pushing Chinese lithium battery companies to explore alternative markets, with Southeast Asia emerging as a potential "safe haven" for exports [5][10] Group 5: Regional Advantages and Future Outlook - Indonesia's rich mineral resources, particularly nickel and cobalt, position it as a key player in the electric vehicle battery supply chain, with plans for vertical integration in battery production [7] - Malaysia's comprehensive battery industry ecosystem and favorable government policies are attracting significant investments, making it a primary destination for Chinese battery manufacturers [8]

中国电动汽车的出海之路，正在迎来新的拐点。 美国咨询公司荣鼎集团本周发布的报告显示，2024年中国电动汽车产业链的海外投资历史性超过国内投 资，去年该行业的国内投资约150亿美元，海外投资则达到160亿美元，反映出国际市场俨然成为中国电 动车的新战场。 值得注意的是，电池恰是中国电动汽车产业链对外投资的大头，海外总投资的74%都集中在电池领域。 荣鼎的报告指出，考虑到运输成本和下游客户要求就近配套，中国的电池制造商更加国际化，引领着早 期的海外扩张。 在国产锂电的出海浪潮里，欧洲、东南亚一直稳居前两大首选地，今年以来，中资电池厂下南洋的势头 愈发凶猛。据21世纪经济报道记者不完全统计，仅今年上半年，宣布在东南亚投资建厂的锂电企业就有 亿纬锂能、欣旺达、珠海冠宇、宁德时代、瑞浦兰钧、海四达、双登集团等近十家电池巨头，还有湖南 裕能、星源材质等锂电材料厂商也紧随其后，宣布将在东南亚建设产能。 在受访专家看来，目前东南亚在中国锂电的出口份额占比还不算高，但其战略地位、快速推进的新能源 转型，都预示着这里将成为锂电的一块新热土。 下南洋的引力 前段时间，"茂名首富" 王明旺即将征战港交所的消息，引起不少媒体关注。7月 ...

Core Insights - The Chinese electric vehicle (EV) industry is experiencing a significant shift towards international markets, with overseas investments surpassing domestic investments for the first time in 2024, reaching $16 billion compared to $15 billion domestically [1] - Battery manufacturing is the primary focus of these overseas investments, accounting for 74% of the total [1] - Southeast Asia has emerged as a key destination for Chinese battery manufacturers, with several companies announcing new investments in the region [1][2] Investment Trends - Major Chinese battery manufacturers, including A123 Systems, CATL, and others, are actively investing in Southeast Asia, with companies like XINWANDA planning to build a battery factory in Vietnam with an investment of up to 2 billion yuan [2] - The total investment for a nickel resource and battery supply chain project in Indonesia, involving CATL and local state-owned enterprises, is estimated at $5.9 billion [2] - In Malaysia, EVE Energy is also planning to invest in a new energy storage battery project with a budget of up to 8.65 billion yuan [2] Market Dynamics - The demand for lithium batteries in Southeast Asia is expected to grow significantly due to government policies promoting electric vehicle adoption [4] - Indonesia is positioning itself as a major player in the EV battery market, with plans to integrate the entire supply chain from nickel mining to battery production [7] - Malaysia's strategic location and supportive government policies are making it an attractive destination for battery manufacturing [8] Challenges and Opportunities - The trade environment has shifted, with the U.S. imposing tariffs on Chinese lithium batteries, prompting companies to seek alternative markets [5][10] - Despite the challenges, the Southeast Asian EV market is projected to grow, with sales expected to reach 204,000 units in 2023 and a compound annual growth rate of 22% from 2024 to 2029 [10]

赴港上市申请时间恰逢理想汽车首款纯电车型理想i8上市发布会的第二天。然而，在这一关键节点上， 欣旺达却遭理想汽车从"重用"变"弃用"。作为锂电池龙头企业，这一状况也折射出公司在动力电池领域 所处的尴尬地位，同时也面临着营收占比超50%消费类电池业务的缩减压力。 近日，欣旺达电子股份有限公司（以下简称"欣旺达"）正式向港交所递交上市申请。若此次上市成功， 它将成为继宁德时代、亿纬锂能之后，国内第三家实现"A+H"两地上市的锂电池企业。 动力电池遭理想i8弃用 "理想i8和乘龙卡车的对撞，没想到受伤的却是欣旺达。"有网友近日如此调侃。这源于近期理想汽车i8 车型上市后，在售价、定位和产品力等方面争议不断。仅一周时间，理想汽车创始人李想便宣布推 出"听劝"版，不再设置Pro、Max、Ultra三个版本，统一售价为33.98万元，同时对配置进行调整，全系 取消欣旺达电池，全部改用宁德时代电池。 此前，李想在发布会现场展示电池安全测试时，还特意说明高配车型使用宁德时代5C电池，中低配车 型采用自研代工模式由欣旺达为理想生产的90.1度的5C三元锂电池产品。还表示，无论生产方是谁，理 想i8的电池都统一按照超越新国标的" ...

Group 1 - The company is currently in the planning stage for its solid-state battery production line project [2] - An investor inquired about the design capacity of the company's solid-state battery pilot line [2] - The company has not yet disclosed specific capacity details for the solid-state battery production line [2]

格隆汇8月15日丨欣旺达(300207.SZ)于投资者互动平台表示，公司有电池正极制备技术的储备。 ...

Core Insights - The battery theme index in China has seen a strong increase of 3.41%, with key stocks such as Keda (科士达) hitting the daily limit up, and other companies like Yalong (阳光电源) and Silver Wheel (银轮股份) also experiencing significant gains [1] - The battery ETF managed by Harvest (嘉实) has shown a 37.75% increase in net value over the past year, with a maximum monthly return of 31.11% since its inception [2] - The solid-state battery sector is gaining attention due to its high energy density and safety, with the industry entering a critical phase of industrialization supported by policy, technological advancements, and growing demand [2] Market Performance - As of August 15, 2025, the battery ETF has a turnover rate of 3.16% and a transaction volume of 9.8276 million yuan [2] - The top ten weighted stocks in the battery theme index account for 51.66% of the index, with Yalong (阳光电源) and CATL (宁德时代) being the top two [3][5] Stock Performance - Key stock performances include: - Yalong (阳光电源) up by 6.88% with a weight of 10.28% - CATL (宁德时代) up by 0.55% with a weight of 9.64% - Sanhua Intelligent Control (三花智控) up by 4.53% with a weight of 6.31% [5] Investment Opportunities - Investors without stock accounts can access the battery industry investment opportunities through the battery ETF Harvest linked fund [7]

8月13日，第三方机构InfoLink Consulting发布数据显示，2025年上半年，全球储能电芯实现出货规模 240.21GWh，同比增长106.1%。 InfoLink Consulting指出，北美市场因关税问题抢出货、中国市场因"强配取消"抢装，市场需求前置， 整体呈现淡季不淡、旺季更旺的特点。 《中国经营报》记者注意到，今年上半年，全球出货量前十强企业首次全部由中国企业包揽。其中，宁 德时代（300750.SZ、03750.HK）稳居榜首，海辰储能则从一季度的第四位跃升至第二位，随后分别为 亿纬锂能（300014.SZ）、中创新航（03931.HK）、比亚迪（002594.SZ）、瑞浦兰钧（00666.HK）、 国轩高科（002074.SZ）、远景动力、鹏辉能源（300438.SZ）和欣旺达（300207.SZ）。前十强合计占 据全球市场份额91.2%。 海辰储能是过去几年快速崛起的一家储能新锐企业，通过专注储能、全球化布局、技术创新驱动三大核 心战略迅速打开局面，规模与业绩呈现逐年递增趋势，如今正赴港IPO。 值得一提的是，近两年，储能电芯市场"内卷"加剧，宁德时代与海辰储能的竞争变得"白热 ...

中信证券认为，短期来看，2025年第2季度受供需持续改善影响，电池价格企稳，上游原材料成本下 降、稼动率提升带来额外盈利弹性，电池板块业绩有望超预期；中长期来看，供需改善趋势依然较为明 确，同时商用车电动化、AI数据中心、海外市场仍有望为头部企业带来超额增长。 截至2025年8月15日 09:40，创业板新能源指数(399266)强势上涨1.22%，成分股德福科技(301511)上涨 5.95%，新强联(300850)上涨3.46%，新宙邦(300037)上涨3.22%，海力风电(301155)，运达股份(300772) 等个股跟涨。创业板新能源ETF鹏华(159261)上涨0.90%，最新价报1.12元。 8月13日，中国化学与物理电源行业协会正式发布《关于维护公平竞争秩序 促进储能行业健康发展的倡 议》（征求意见稿），标志着储能行业全面启动"反内卷"行动。短短两天时间，已有152家企业响应， 涵盖锂离子电池、液流电池、钠离子电池、压缩空气储能等全技术路线，以及PCS、BMS、系统集成 商、温控消防等全产业链环节。 创业板新能源ETF鹏华紧密跟踪创业板新能源指数，创新能源指数反映深交所创业板市场新能源产业上 ...