扎根福建、放眼全球，宁德时代以技术创新驱动产业链高质量发展。公司总部、核心研发与主要产能均布局福建，累计研发投入超900亿元，汇聚全球研发 人员2万余名，布局专利5万余件，搭建21C创新实验室、电化学储能技术国家工程中心等高端平台，与国内外高校及科研机构协同攻关，构建从基础研究到 产业化的完整创新链条。 曾毓群表示，宁德时代发挥龙头带动作用，推动产业链协同创新、降本增效与绿色转型，带动国产供应商从20多家增长至5000家，助力产业全链条自主可 控、形成先进制造集群，力争2035年实现供应链碳中和，打造零碳核心竞争力。 曾毓群指出，当前全球能源体系正经历历史性变革，我国明确加快建设新型能源体系、打造能源强国。福建省紧跟国家战略，自2017年持续推进"电动福 建"建设，新能源产业发展成效显著。宁德时代始终立足福建、融入国家战略，致力于提升可再生能源场景经济性，服务全球能源转型与绿色发展。 他介绍，全球能源体系呈现分布式、智能化、可循环发展趋势，新能源电池是核心支撑技术。我国新能源电池产业全球领先，2025年全球前十动力电池企业 中我国占6家、市场份额超70%，全球前十储能电池企业中我国占7家、市场份额达83%。福 ...

根据协议，该基地将包含两个核心内容：一是建设宁德时代全国首个"高比例绿电应用的并网型绿电直 连系统"，即通过专线直接接入风电、光伏等可再生能源，大幅降低生产环节的碳排放；二是打造符 合"零碳工厂"与"灯塔工厂"双标准的出口产品示范产线，主要面向海外市场。 项目选址盐城滨海县，依托当地丰富的海上风电和光伏资源。盐城作为江苏沿海新能源重镇，2025年可 再生能源装机容量已超20GW，具备大规模绿电供应能力。此次绿电直连模式若成功运行，有望为高耗 能制造业提供可复制的低碳路径。 双方还计划以该基地为核心，推动建设国家级零碳产业园区，吸引电池材料、结构件、回收等上下游企 业集聚，并探索"源网荷储"一体化运营——即电源、电网、负荷与储能协同调度，提升绿电消纳效率。 出席签约仪式的包括盐城市委书记周斌、市长严汉平及宁德时代董事、区域管理总裁吴映明等。尽管未 披露具体投资额与产能规模，但该项目被定位为宁德时代在华东地区的重要出口制造节点，未来产品或 将主要供应欧洲市场。 2月13日，江苏省盐城市滨海县人民政府与宁德时代正式签署投资协议，双方将共同建设新型电力系统 锂电池绿色智造基地。该项目是2025年9月盐城市政府与宁德时 ...

Core Insights - The National Energy Administration has announced the first batch of pilot projects for enhancing the construction capacity of new power systems, including seven energy storage-related projects primarily focused on grid-structured technology applications [1][2]. Group 1: Pilot Projects Overview - Seven energy storage projects have been selected, with six focusing on grid-structured technology applications, located in Inner Mongolia, Zhejiang, Anhui, Yunnan, Shanxi, and Gansu [1][2]. - Key project units involved include China Energy Construction, State Power Investment Corporation, Huaneng, NARI Technology, Southern Power Grid Energy Storage, Wuqing Economic Cooperation Green Energy Technology Co., Ltd., and Juhua New Energy [1][2]. Group 2: Specific Project Details - The Baotou City dual-good grid-structured energy storage project has a planned total capacity that includes both renewable energy and new energy storage, utilizing low-voltage centralized grid technology with a single unit capacity of 30MW and a total scale of 102,000 kW/408,000 kWh [3][14]. - The Zhejiang Longyou shared energy storage project has a total scale of 80MW/160MWh, featuring a dedicated 10MW/20MWh grid-structured unit, providing flexible and stable shared power services to multiple park enterprises, with a 30% increase in equipment utilization and a cost per kilowatt-hour reduced to below 0.2 yuan [3][15]. - The Yunnan Wenshan Qiubei independent energy storage project leads with a scale of 200MW/400MWh, employing cold plate liquid cooling technology and including a 20MW/40MWh sodium-ion battery system, marking it as the first large-scale lithium-sodium hybrid grid-structured energy storage station in the country [3][15]. - The Shaanxi Wuqing Economic Cooperation grid-structured energy storage project is located in the Loess Plateau at an altitude of 1550-1625 meters, covering approximately 90 acres, and includes 75 integrated boost conversion machines and 150 energy storage battery warehouses [3][15]. - The Gansu Juhua New Energy (Yumen) 1GW wind farm project will cover an area of 15.5620 hectares, with a total installed capacity of 1GW and a supporting energy storage system capacity of 150MW/600MWh [3][15].

证券日报网讯2月26日，中科电气（300035）在互动平台回答投资者提问时表示，公司与宁德时代 （300750）合资的贵安新区中科星城石墨有限公司年产10万吨锂电池负极材料一体化项目已形成相应负 极材料产品产能规模，相关产品包括快充负极材料产品。 ...

（文章来源：证券日报） 证券日报网讯 2月26日，福蓉科技在互动平台回答投资者提问时表示，公司生产的新能源和汽车铝型材 目前暂时未用于问界汽车底盘，目前公司主要是给宁德时代提供电池箱体结构件材料。 ...

（编辑 任世碧） 证券日报网讯 2月26日，志特新材在互动平台回答投资者提问时表示，公司未在合肥建设相关产线，亦 未与宁德时代签订战略合作协议，且未签署1亿元新材料订单。公司在沙特等中东地区有建筑主业相关 业务拓展，但未参与沙特NEOM项目，亦未签署题述1.2亿元订单。公司与PIVI签订的战略合作协议属 于框架性协议，实际情况以未来签订的具体采购协议、订单或有关书面文件为准。关于公司业务进展及 订单情况，请以公司在指定官方信息披露媒体发布的公告为准。 ...

消息面上，津巴布韦收紧锂精矿出口，碳酸锂期货今早一度涨超11%，最高见187700元/吨。中信证券认为，该国的锂矿出口禁令将导致中国碳酸锂 短期供应愈发紧缺，有望推动锂价大幅上涨。（来源于中信证券20260226《津巴布韦暂停锂矿出口，板块有望大涨》） 此外，我国锂电池核心技术获首创性突破，续航有望成倍提升。近日，由南开大学和上海空间电源研究所等单位科研人员组成的团队，取得了一项 首创性的突破。通过全新的电解液技术，有望使现有锂电池在同等大小和重量的情况下，实现续航力的成倍提升，耐低温性能也明显增强。这一成 果26号凌晨在国际学术期刊《自然》上发表。 | 序号 | 代码 | 名不 | 申万一级行业 | 涨跌幅 | 估直枚車 | | --- | --- | --- | --- | --- | --- | | 1 | 002050 | 三花智控 | 家用电器 | -0.40% | 8.01% | | 2 | 300274 | 阳光电源 | 电力设备 | -5.48% | 7.89% | | 3 | 300750 | 宁德时代 | 电力设备 | -4.47% | 7.42% | | 4 | 300014 | 亿纬锂 ...

Core Viewpoint - The year 2026 is expected to be the "year of large battery cells" in the energy storage industry, following 2025 as a preparatory year for long-duration energy storage transformation [1][3]. Group 1: Large Battery Cell Development - Major companies are investing in large battery cells, with significant advancements such as Hicharge Energy's 8-hour long-duration energy storage cell and CATL's 587Ah cell [2][10]. - The large battery cells, defined as lithium-ion cells with a capacity of ≥500Ah, are designed for long-duration energy storage, distinguishing them from traditional smaller cells [5][4]. - The advantages of large battery cells include longer cycle life, simpler system integration, and lower cost per kilowatt-hour, with potential cost reductions of 5%-10% in system-level costs and over 10% in energy costs for CATL's 587Ah cell [7][6]. Group 2: Market Dynamics and Growth Drivers - The year 2026 is identified as a pivotal moment due to the simultaneous fulfillment of three conditions: technological maturity, the emergence of long-duration energy storage as a necessity, and supportive policies [14][21]. - The demand for long-duration energy storage is expected to surge, with projections indicating a 200% increase in tender volumes for such projects in 2026 [16][20]. - The global energy transition is driving the need for long-duration storage solutions, with significant projects already being implemented worldwide [19][16]. Group 3: Industry Impact and Future Outlook - The emergence of large battery cells is anticipated to reshape the energy storage industry, leading to increased market concentration among leading firms and a shift in competitive dynamics [24][26]. - The focus on long-duration storage will streamline technology pathways, with large battery cells becoming the primary solution for long-duration applications [27][30]. - The market for large battery cells is projected to exceed 100 billion yuan in the next five years, positioning them as a key growth driver in the energy storage sector [32].

格隆汇2月26日丨福蓉科技(603327.SH)在互动平台表示，公司生产的新能源和汽车铝型材目前暂时未用 于问界汽车底盘，目前公司主要是给宁德时代提供电池箱体结构件材料。 ...

格隆汇2月26日丨志特新材(300986.SZ)在互动平台表示，公司合作的隔热防火材料尚未量产，也未形成 营业收入，公司未在合肥建设相关产线，公司未向宁德时代送样测试。公司合作方正在推进相关专利申 请流程。 ...