倒计时20天 2025年上半年，鹏辉能源在储能市场继续高歌猛进，从新品到产能落地、从国内市场延伸至海外市场，牵手上下游产业链合作伙伴，不断拓 宽"朋友圈"，增强全球储能影响力。 从时间线上来看， 6月10日，鹏辉能源和鼎兴达正式签署新能源业务及国际业务开发战略合作框架协议，标志着双方在国内储能市场及海外 新能源业务拓展上迈入深度合作新阶段。 6月5日，中孚实业发布公告表示，公司全资子公司四川中孚与广元经济技术开发区管理委员会、鹏辉能源签订《储能电站项目投资合作协 议》，四川中孚拟与鹏辉能源合作在广元经济技术开发区投资建设储能电站项目，主要建设大型用户侧储能和储能电站。 据悉，该项目拟由鹏辉能源投资承建，计划总投资 10亿元，其中一期项目建设100MW/400MWh用户侧储能，二期项目建设 300MW/600MWh储能电站。是鹏辉能源深耕西部市场、巩固大型储能系统解决方案提供商领导地位的又一重要里程碑。 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路 ...

Core Viewpoint - The article discusses the investment budgets and cumulative input ratios of various companies in the lithium battery and related materials industry, highlighting significant projects and their financial allocations across different regions in China and abroad [3][5][6]. Company Summaries Ningde Times - Investment budget in East China: 122.81 billion RMB with a cumulative input ratio of 57.42% - Investment budget in overseas regions: 61.74 billion RMB with a cumulative input ratio of 21.23% - Total investment budget: 333.94 billion RMB [3]. Yiwei Lithium Energy - Total investment budget: 69.48 billion RMB with a cumulative input ratio of 99.15% in East China [5]. - Significant projects include high-end positive electrode materials and various production bases [5]. Guoxuan High-Tech - Investment projects include a 10,000-ton lithium battery negative material construction project in Inner Mongolia [6]. - Specific financial details were not disclosed [6]. Xinwanda - Total investment budget: 54.74 billion RMB with various production bases across multiple regions [6]. - Notable projects include a 20GWh new lithium battery R&D and production base [6]. Ganfeng Lithium - Total investment budget: 49.41 billion RMB with significant projects in lithium battery production and lithium salt lake projects [7]. - Cumulative input ratios for various projects indicate strong progress [7]. Star Source Materials - Total investment budget: 28.15 billion RMB with a focus on high-performance lithium-ion battery separators [8]. - Projects include a 10 billion square meters lithium-ion battery coating separator project [8]. Huayou Cobalt - Investment in nickel hydroxide and battery-grade lithium salt projects with significant cumulative input ratios [9]. - Total investment budget includes various projects aimed at enhancing production capacity [9]. Other Companies - Multiple companies such as Enjie, Peking University, and others are also highlighted with their respective investment budgets and project details, indicating a robust growth trajectory in the lithium battery sector [10][11][12][13][14][15][16][17][18][19][20][21][22][23].

Market Overview - The Shanghai Composite Index is at 3403.89 points, above the annual line, with a change of 0.12% [1] - The total trading volume of A-shares is 602.738 billion yuan [1] Stocks Breaking Annual Line - 28 A-shares have broken above the annual line today, with notable stocks including Shuguang Digital Innovation, Yongjin Co., and Huichen Co. showing significant deviation rates of 17.71%, 9.64%, and 8.50% respectively [1] - Stocks with smaller deviation rates that have just crossed the annual line include Shenzhen Energy, Fuman Micro, and Tibet Zhufeng [1] Top Stocks by Deviation Rate - Shuguang Digital Innovation (code: 872808) has a deviation rate of 17.71% with a daily increase of 21.15% and a turnover rate of 5.26% [1] - Yongjin Co. (code: 603995) shows a deviation rate of 9.64% with a daily increase of 10.02% and a turnover rate of 1.37% [1] - Huichen Co. (code: 688500) has a deviation rate of 8.50% with a daily increase of 9.30% and a turnover rate of 6.06% [1] Additional Stocks with Notable Performance - Zhongying Electronics (code: 300327) has a daily increase of 12.14% and a deviation rate of 6.30% [1] - Kefu Medical (code: 301087) shows a daily increase of 5.90% with a deviation rate of 4.14% [1] - ST Biological (code: 000504) has a daily increase of 5.03% and a deviation rate of 2.95% [1]

Core Viewpoint - The article highlights the rapid development of commercial energy storage projects in Sichuan, China, particularly focusing on user-side storage initiatives and significant investments from various companies in the sector [1][2][4]. Group 1: User-Side Energy Storage Projects - A 400MWh user-side energy storage project has been signed in Guangyuan, involving multiple companies including Penghui Energy and Jiawei New Energy, with a total investment of 10 billion yuan for the project [2][4]. - The first fully integrated commercial user-side energy storage project in Sichuan has been put into operation, featuring a 5MW/10MWh distributed energy storage station at Chengdu Fangxin Cold Rolled Sheet Co., Ltd [6][8]. - The project utilizes 24 battery cabinets with a capacity of 417KWh each, and a 2GW energy storage equipment production base is planned to be established in the New Jin Economic Development Zone [8]. Group 2: Investment and Economic Impact - Penghui Energy's project includes a 100MW/400MWh user-side storage component, while Jiawei New Energy's project involves 60 integrated solar-storage charging stations with a total investment of 17.5 billion yuan [4]. - The energy management system of the Chengdu project is designed to optimize energy usage, with an expected annual energy savings of nearly 1 million yuan through flexible dispatching of approximately 6.5 to 7 million kWh of energy [10].

Core Viewpoint - The signing of energy storage and AI virtual power plant projects in Guangyuan, Sichuan, marks a significant investment in clean energy infrastructure, with a total planned investment of 27.5 billion yuan across multiple projects [2][4]. Group 1: Project Details - Guangzhou Penghui Energy plans to invest 1 billion yuan in a large-scale user-side energy storage project, which includes a first phase of 100MW/400MWh and a second phase of 300MW/600MWh energy storage station [2]. - Shenzhen Jiawei New Energy aims to invest 1.75 billion yuan in a project that includes 200MW distributed photovoltaic facilities, 60 integrated charging stations, and a shared energy storage station of 200MW/400MWh using lithium iron phosphate [2]. Group 2: Policy and Market Context - Current favorable national and provincial policies provide a strong opportunity for the development of integrated energy storage systems, particularly in Guangyuan, which is recognized as a key area for energy security and clean energy development [4]. - The demand for energy efficiency and cost reduction in industries such as aluminum and silicon-based new materials supports the growth of energy storage and AI virtual power plant projects in the region [4]. Group 3: Future Prospects - The construction of these projects is expected to enhance energy supply stability and precision control in Guangyuan, improving the competitiveness of local enterprises and contributing to the development of a green aluminum industry [4]. - The local government is committed to creating an optimal business environment to support investment and development in sectors like silicon-based new materials and energy storage batteries [4].

技 术 发 展 与 市 场 展 望 高 峰 论 坛 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 电池企业量产计划 国轩高科： 2027年量产， 金石电池，质量能量密度可达350Wh/kg，体积能量密度可达800Wh/L，电 芯循环寿命可达3000次。 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~ 固态电池因其高能量密度、高安全性和快速充电能力，被视为未来新能源汽车电池技术的重要发展方 向。 近年来，随着技术的不断突破，多家企业纷纷公布了固态电池的量产时间表，固态电池产业化进程加速 推进。 2025（第三届）中国固态电池 孚能科技： 2025年底量产， 60Ah的硫化物全固态电池，能量密度高达400至500Wh/kg，计划向战略 合作伙伴小批量交付。 亿纬锂能： 2026年量产， 硫化物和卤化物复合固态电解质技术路线，2026年推出高功率、高环境耐受 性、绝对安全的全固态电池，2028年推出400Wh/kg高比能量的全固态电池。 欣旺达： 2026年量产， 第三代聚合物复合全固态电池2025年完成产品开发，第四代全固 ...

5月15日， 苏州妙益科技股份有限公司与广州鹏辉能源科技股份有限公司 在深圳举行战略合作协议签约仪式， 双方正式达成1GWh年度电芯 订单。 签约现场，妙益科技总经理王亚飞与鹏辉能源总裁甄少强作为双方代表完成签约，这标志着双方在重卡启驻一体电池领域的协同合作 迈入新阶段，将为全球绿色运输注入强劲动能。 妙益科技总经理王亚飞与鹏辉能源总裁甄少强完成签约 在节能环保、轻量化和提升用户体验的驱动下，重卡低压锂电应用已成大势所趋。面对铅酸电池能量密度低、循环寿命短、放电深度差等性能 局限，锂电池技术的进步成为重卡痛点改善的重要支撑，在此背景下，锂电启驻一体电源应运而生。 此次战略合作，双方将通过技术共研、资源整合，和主机厂共同推动重卡低压锂电发展进程。此次双方1GWh年度电芯订单的落地，是妙益科 技对重卡市场需求的精准把控，更彰显了鹏辉能源 Great Power 作为电池核心供应商的协同能力。 妙益科技作为新能源BMS与锂电应用领域创新先锋，专注于BMS和启动驻车智能锂电池系统的研发与产业化，其产品已为一汽、陕重汽、东 风、福田等头部车企批量配套，服务全球超万量级卡友，大幅改善卡友行车体验。 鹏辉能源 Great ...

宁德时代第一大客户易主 市场消息显示，宁德时代第一大客户发生变化。 4 月 动力 电池企业装机量 排中 ， 宁德时代 以 44.7% 的市场份额夺冠。值得注意的是， 在宁德时代的 配套 客户中，小米汽车首次登顶成 为第一大客户，占比 9.8% ，超越吉利（ 9.6% ）和特斯拉（ 8.1% ）。 这 得益于小米 SU7 的强势表现： 4 月单月交付超 2.8 万辆， 1-4 月累计销量突破 10 万辆，仅凭一款车型便超越多数新势力品牌的全系车 型销量。 5月28日，在绵阳创明成品车间内，绵阳海关工作人员正对公司自投产以来的首批出口产品——32系列宽温全极耳长寿命型磷酸铁锂大圆柱电 池 进行现场查验。这批产品将于29日从上海港启程出口海外。这标志着创明新能源产品将正式进入海外市场。 据悉，此次出口的锂电池采用了全极耳技术，使电池内阻降低了90%，在放电过程中温升较小。该电池虽为圆柱形设计，却能在最低零下30摄 氏度至最高60摄氏度的极端温度环境下稳定工作，尤其在60℃高温下性能优异，使用寿命长达十年以上，处于国内领先水平 。产品主要应用 于 电动汽车、电动两轮车、家用储能产品、基站储能、集装箱式储能及具身机器人 ...

动力电池方面，随着一众新能源势力持续突进，动力电池装车量保持高增速，相关数据显示今年 Q1 我国新能源汽车产销量分别增长约 50% 和 47% ，让电池企业有效消纳囤货甚至提前开始备货。 值得一说的是，今年有两个新势力的出现，让电池产业看到了新的蓝海。 首先是数据中心储能板块，数据中心由于对电力要求高，导致项目和储能搭对出现，不完全统计今年新增算力中心项目超过 150 个，为此起 点锂电认为数据中心储能将会在未来几年得到飞速发展，海内外皆是如此。 其次是机器人领域，起点锂电此前报道称已有 15 家企业布局机器人赛道，人形机器人商业化进程在今年开始加速，将成为动力电池尤其是圆 柱电池下一个发展机会。 所以，今年 Q1 各大电池厂的业绩情况如何？ 01 今年锂电行业在订单上呈现出回暖趋势，年初储能领域接连出现大单，欧洲户储风潮过后，迎来的是全球范围内的大储风潮。 且 AI 的快速发展，让全球电力行业感到负担，因为 AI 运转需要的硬件、模型建立、数据中心、温控系统等诸多环节都是吞电兽。 在此影响下，储能规模只会越来越大。 与中国电池厂形成鲜明对比，韩国电池厂业绩一塌糊涂， LG 新能源相对好一些，但三星 SDI ...

随着531政策节点临近，工商业储能行业进入关键调整期。136号文等新政对电价机制、项目审批、补贴方式等带来显著影响， 企业不得不重新评 估市场策略 。 行家说储能选取超10家具有代表性的企业（ 阳光电源、联盛新能源、弘正储能、融和元储、天合光能、精控能源、鹏辉能源、海尔新能源、亿兰 科、新艾电气、创维储能 ）进行调研，得出了这些企业在政策变化下的应对之策，希望能为产业研判行业走向时，提供一定的参考视角。 | 企业 | 重点区域市场布局 | | 工商业储能项目 | | | --- | --- | --- | --- | --- | | | | | 投资 设备 | 运营 | | 阳光电源 | 第一优先级：浙江、广东、江苏 | | √ | | | | 第二优先级：湖南、四川、河北、重庆等 | | | | | 联盛新能源 | 江苏、浙江、上海、广东、安徽 | V | | | | | 四川、重庆、湖南,河北,福建,贵州 | | | | | 弘正储能 | 江浙戸、华南、山东等北方区域 | V | V | V | | 融和元储 | 江苏、浙江、广东 | V | 2 | √ | | 天合光能 | 浙江、广东、江苏、安徽、上海 ...