2026年开年，一场电池领域的变革悄然而至。 2月5日，长安汽车联手宁德时代抛出的钠电战略，"全球首款钠电量产乘用车"将在今年年中推向市场。 宁德时代作为长安钠电战略的"唯一合作伙伴"，这种深度绑定不仅意味着两家行业巨头在2026年市场拐 点处的战略合围，更标志着钠电池正式结束了长达十年的实验室孵化，以主流乘用车主力军的姿态直插 市场深水区。 而这，不过是钠电革命的开端。华尔街见闻也了解到，宁德时代希望钠电池能够与磷酸铁锂电池"平起 平坐"。 某种意义上来说，这意味着长安汽车这家去年新能源销量已突破110万辆的"新央企"，在2026年市场拐 点处的战略决断。 中国长安汽车集团党委副书记谭本宏在谈及双方结盟时明确表示，"长安正在加速让钠电从试验走向市 场，从展台走向车道。在不久的未来，长安将在多个品牌持续推出搭载钠电池的具有高安全颠覆性的全 新车型。"这种表态直接锁定了未来数年内长安在电池选型上的重点偏移。 华尔街见闻了解到，与其他车企小规模的示范运行不同，长安全面拥抱钠电的动作是全家族式布局，旗 下阿维塔、深蓝、启源、引力等多品牌未来都将搭载宁德时代"钠新"电池。此外，全球首款钠电量产乘 用车会在2026年年 ...

Domestic News - Guangdong is expanding the testing and demonstration application range for intelligent connected vehicles, promoting digital consumption and smart logistics networks [7] - Beijing has achieved full coverage of supercharging stations in highway service areas, with 530 charging piles and a maximum charging power of 600kW, allowing for a quick 15-minute charge [8] - Changan Automobile is collaborating with CATL to introduce sodium-ion batteries, with plans to launch multiple models by 2026, achieving a range of over 400 kilometers for pure electric vehicles [9] - Two major state-owned enterprises are integrating their automotive testing businesses to create the world's largest automotive testing institution, enhancing technical service capabilities [10] - FAW Bestune has partnered with Unity China to produce the first mass-produced 3D intelligent cockpit vehicle, enhancing user interaction and safety [11] - Ledo Automotive has exceeded its battery doubling plan, adding 8,295 new battery packs to its network, improving user experience during peak travel seasons [12] - Zhiji Automobile has launched its models in the UAE and Tunisia, marking a significant step in its global expansion strategy for 2026 [13] - Qianli Technology has submitted an application for an L3-level intelligent driving test license, indicating its readiness for advanced autonomous driving technology [14] Foreign News - Canada is abolishing mandatory electric vehicle sales quotas and reintroducing consumer subsidies of up to CAD 5,000, while welcoming Chinese companies to set up factories [16] - The German Automotive Industry Association predicts a total production of 4.1 million vehicles in 2026, a 1% decrease year-on-year, with a 6% growth in electric vehicles [17] - The Malaysian government is offering subsidies for replacing old vehicles over 20 years old, in collaboration with Proton, with incentives up to 4,000 ringgit [18] - Porsche has started mass production of the Cayenne Electric in Slovakia, featuring dual motors and a maximum output of 850 kW, with rapid charging capabilities [19][20] Commercial Vehicles - DeepWay has launched its pure electric heavy truck in Bangkok, marking a significant milestone in its Southeast Asia strategy [21] - The Yellow Stone City has implemented regulations for the commercial application of ground unmanned technology, ensuring safety and market order [22] - Shenzhen has reported a 185.5% year-on-year increase in operational functional unmanned vehicles, with a total of 1,122 units by the end of 2025 [23] - Shandong Province has issued a plan to strengthen the commercial vehicle sector, aiming for a production target of around 200,000 new energy commercial vehicles in 2026 [25]

Group 1: Global Expansion of Chinese Manufacturing - The trend of Chinese manufacturing companies expanding globally is accelerating, particularly in tariff-sensitive sectors such as automotive, consumer electronics, and machinery, which are relocating production to countries with lower tariffs or favorable policies to reduce costs and mitigate trade risks [2][3] - Chinese manufacturers are diversifying their global supply chains by exploring emerging markets in Latin America, the Middle East, and Africa, thereby enhancing supply chain stability and risk resilience [2][3] - The implementation of regional economic cooperation mechanisms and free trade agreements, such as RCEP, is creating a more favorable policy environment for the globalization of Chinese manufacturing [3] Group 2: Overseas Mergers and Acquisitions - Chinese manufacturing companies are leveraging overseas mergers and acquisitions to transition from OEMs to self-owned brands, gaining market share, sales channels, and high-end brand images [3][4] - The focus of these acquisitions is shifting towards strategic alignment in brand, market, technology, and supply chain integration, enhancing global competitiveness [3][4] - Companies like Haier exemplify this trend by achieving breakthroughs in the European and American markets through acquisitions, thereby strengthening their global competitive advantage [3][4] Group 3: Labor-Intensive Industries and Cost Migration - Labor-intensive industries are increasingly relocating to low-cost regions such as Southeast Asia and South Asia, benefiting from local labor advantages and policy support [4][5] - The trend of regional industrial clusters is forming as companies seek to reduce costs and improve response efficiency through localized production [4][5] - The global supply chain is becoming more regionalized, with multinational companies establishing collaborative industrial clusters in emerging regions to enhance supply chain resilience [4][5] Group 4: Resource Sector Globalization - Chinese resource companies are accelerating their global expansion by constructing complete industrial chains from mining to processing and application, enhancing their control and influence in the global resource sector [6][7] - The focus is shifting from merely acquiring resources to deep integration of upstream and downstream operations, utilizing diverse cooperation methods such as equity investments and joint ventures [6][7] - Notable examples include the acquisition of cobalt mines in the Democratic Republic of Congo and lithium companies in Australia, showcasing the strategic foresight of Chinese enterprises [6][7] Group 5: Digital Transformation and Brand Value - Chinese companies are transitioning from low-cost manufacturing to brand value creation, utilizing digitalization to enhance brand building and global competitiveness [9][10] - Companies like Anker and Xiaomi are leveraging localized operations and digital marketing to establish strong brand identities and achieve significant sales growth [9][10] - The focus on digital transformation is enabling companies to create differentiated brand matrices and improve supply chain management, enhancing market competitiveness [9][10] Group 6: Compliance and Localization - Compliance and localized operations are becoming core competitive advantages for Chinese enterprises in international markets, with a focus on establishing robust global compliance systems [11][12] - Companies are actively building global compliance monitoring systems to ensure adherence to regulations in areas such as data security and environmental standards [11][12] - The ability to navigate compliance challenges is increasingly seen as integral to brand value and international market acceptance [11][12] Group 7: Policy Support for Globalization - Recent policy initiatives from the Chinese government are creating unprecedented opportunities for enterprises to expand internationally, emphasizing high-level openness and integration into the global economy [13][14] - The focus on developing new production capabilities and promoting the integration of the real economy with the digital economy is expected to provide clear guidance for companies in the new round of global competition [13][14] - Structural monetary policies are anticipated to offer targeted financial support to foreign trade enterprises, aiding their internationalization efforts [14] Group 8: Cultural and Ideological Export - Chinese enterprises are increasingly integrating cultural content with brand ideology to enhance cultural soft power and global brand value [18][19] - The growth of cultural consumption globally is driving the export of diverse cultural products, including games and films, with significant revenue growth reported [18][19] - The focus on building a robust IP ecosystem and localizing content production is crucial for enhancing global appeal and emotional resonance with audiences [18][19]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 寧德時代新能源科技股份有限公司（「本公司」） 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03750 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 155,915,300 | RMB | | 1 RMB | | 155,915,300 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 155,915,300 | RMB | | 1 RMB | | 155,915,300 | | 2. 股份分類 | 普通股 | 股份 ...

Core Viewpoint - The announcement highlights a strategic capital increase and shareholding adjustment between Fulin Precision and CATL, aimed at enhancing their collaboration in the lithium iron phosphate industry [1][2]. Group 1: Capital Increase Details - Fulin Precision plans to convert its 500 million yuan debt into equity, subscribing to an additional registered capital of 406.5 million yuan in Jiangxi Shenghua [1]. - CATL will invest 747.1 million yuan in cash, subscribing to 607.4 million yuan of new registered capital in Jiangxi Shenghua [1]. - Post-investment, Jiangxi Shenghua's registered capital will rise to 2.868 billion yuan, with Fulin Precision's ownership decreasing from 79.57% to 64.36%, while CATL's stake will increase from 18.74% to 33.00% [1]. Group 2: Strategic Importance - The capital increase is part of a broader strategic partnership between Fulin Precision and CATL, aimed at accelerating advancements in high-end production capacity and new product development in the lithium iron phosphate sector [1]. - Jiangxi Shenghua is considered a core asset for Fulin Precision, possessing unique ferrous oxalate technology to produce high-density lithium iron phosphate products, which are in high demand for power batteries and energy storage systems [3]. Group 3: Performance Metrics - Jiangxi Shenghua has turned profitable, with projected revenues of 4.829 billion yuan for 2024 and a net profit of 130 million yuan for the first three quarters of 2025 [3]. - The company's annual production capacity is set at 215,000 tons for 2024, with a utilization rate of 89% [3]. - A joint project with Guizhou Dalong Huicheng aims to establish a 500,000-ton ferrous oxalate production facility, with a total investment of 1.5 billion yuan [3].

实测数据显示，宁德时代钠电池搭配其第三代CTP系统成组技术，可实现400km以上纯电续航；依托宁德时代BMS智能管理策略的精准控制，可实现表显续 航与实际续航高度一致。同时，该电池电芯的最高能量密度达175Wh/kg，达行业领先水平。随着钠电产业链的高速发展，其纯电续航有望升级到500km— 600km、增混续航突破300km—400km，可覆盖新能源市场上50%以上的续航需求。 搭载宁德时代钠新电池的车型，在-30℃条件下，整车放电功率比同电量常规铁锂车型提升近3倍，-40℃极寒下容量保持率超90%，同时在-50℃的极端环境 下仍能稳定放电。实测中，新电池在满电状态下，经历多种极端滥用工况，依旧可保持正常放电。 2月5日，长安汽车携手宁德时代在牙克石举办"长安汽车天枢智能新安全成果发布暨钠电战略全球发布会"，长安汽车正式发布全球钠电战略，其全球首款钠 电量产乘用车也正式亮相。同时，长安汽车旗下阿维塔、深蓝、启源、引力等多品牌，未来都将搭载宁德时代钠新电池。 全球首款钠电量产乘用车已经在牙克石通过冬季标定，数据显示其续航、低温性、安全性、放电性能等均已满足用户使用需求。 宁德时代对长安全球钠电战略的赋能不止于 ...

（文/观察者网 张家栋 编辑/高莘） 2月5日，长安汽车与宁德时代在内蒙古牙克石联合举行长安汽车天枢智能新安全成果发布暨钠电战略全 球发布会。 在极寒测试环境中，双方正式发布钠电战略，并同步亮相全球首款搭载钠离子电池的量产乘用车。此举 也标志着钠离子电池首次进入量产乘用车应用阶段。 长安汽车宣布，宁德时代将作为其钠电战略唯一合作伙伴，同时，未来将在阿维塔、深蓝、启源、引力 等多品牌车型上将陆续搭载"钠新"电池，首款车型预计年中上市。这也意味着钠电技术将从单一车型试 点，走向多品牌、多平台同步导入。 此次乘用车量产落地，是钠电商业化的又一重要节点。今年1月，宁德时代刚刚发布面向轻型商用车的 量产钠离子电池产品"天行II轻商低温版"，并将率先在VAN和小微卡等车型上应用。 而短时间内从商用车扩展到乘用车市场，则显示出钠离子电池产业化节奏的提速。 从新能源汽车的发展阶段来看，钠离子电池并非全新概念，2020年，业内就曾推出过钠离子电池的试验 车，此后宁德时代还曾发布能量密度达到160Wh/kg的钠离子电池。 不过，由于钠离子比锂离子更大更重，导致钠离子电池在能量密度、倍率性能、循环寿命方面相对劣 势，该技术的量产化 ...

本文来源：储能前沿 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~ ICC 鑫椤资讯年终盘点： 2025-2029年全球锂电池应用市场运行趋势及竞争策略研究报告 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 日前，据外媒报道，英国投资管理公司施罗德的能源转型投资平台施罗德Greencoat与宁德时代、香港私 募基金Lochpine Capital签署战略谅解备忘录，各方将联合在欧洲推进电池储能项目的开发与投资。 根 据协议，此次合作规划了欧洲电池储能投资 ...

Core Viewpoint - Changan Automobile, in collaboration with CATL, has launched the world's first mass-produced sodium battery passenger vehicle, addressing winter range anxiety and safety concerns in electric vehicles [2][6]. Group 1: Sodium Battery Technology - The new sodium battery developed by CATL has an energy density of up to 175Wh/kg, the highest in the industry [2][6]. - Vehicles equipped with the sodium battery can achieve nearly three times the discharge power at -30°C compared to conventional lithium iron phosphate models, and maintain over 90% capacity at -40°C [2][6]. - The sodium battery has passed extreme tests, including drill penetration and cell cutting, demonstrating safety features such as no smoke or fire during discharge [2][6]. Group 2: Strategic Collaboration and Market Position - Changan aims to be the first major automaker to fully adopt sodium battery technology across multiple new models [2][6]. - The global vehicle manufacturing plan has commenced, with several Changan brands participating in extreme cold weather challenges to validate the "Tianshu Intelligent" technology [2][6]. Group 3: Performance Testing and Innovations - The Avita 12 vehicle successfully performed lane change tests on snow and icy surfaces at speeds of 92.3 km/h and 70.7 km/h without deviation [3][7]. - The Tianshu Intelligent puncture stability system allows the Changan Qiyuan A06 to maintain stable driving at 95 km/h on icy roads, with features set for OTA updates within the year [3][7]. - The zero-energy catalyst technology has improved the low-temperature range achievement rate of the Avita 07 to 61.2% [3][7].

2月5日，胡润研究院发布《2025胡润中国500强》，列出了中国500强非国有企业，按照企业价值进行排名（注：上市公司市值按照2025年11月14 日的收盘价计算，非上市公司估值参考同行业上市公司或根据最新一轮融资情况进行估算）。这是胡润研究院连续第七次发布"胡润中国500强"。 榜单显示，台积电价值增长3.5万亿元，以10.5万亿元再度蝉联中国价值最高的民营企业；腾讯价值增长1.9万亿元，以5.3万亿元稳居第二；字节跳 动价值增长1.8万亿元，以3.4万亿元保持第三。 | | | 《2025胡润中国500强》 前十名 | | | | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | 价值(亿元人民币) | - 涨幅 | EEE 行y | | | | 台积电 | atten good and super lease le volus and service and the series of the series of the series and the series of the serie | 50% | | | | 2- | 腾讯控股 | 53,300 ...