Core Insights - The global energy storage capacity layout is entering an accelerated phase since 2026, with domestic companies focusing on overseas markets [5] Group 1: Investment and Project Details - The Portuguese government signed an investment agreement with six companies, including China Innovation Aviation, on January 20, 2023, with a government subsidy of €350 million (approximately ¥2.853 billion) for the lithium battery factory project [6] - The total investment for the project in Portugal is €2.067 billion (approximately ¥16.852 billion), covering an area of 45 hectares, primarily producing power batteries and energy storage batteries for electric vehicles (EV) and battery energy storage systems (BESS) [6][7] - The project is expected to be fully operational by 2028, achieving a production capacity of 15 GWh of energy storage batteries and creating 1,800 jobs [6][7] Group 2: Economic Impact and Strategic Importance - The project is anticipated to have a significant impact on the Portuguese economy, contributing over 4% to Portugal's GDP when reaching full production in 2028, with plans to expand capacity to 45 GWh [7] - The establishment of this project fills a gap in China Innovation Aviation's energy storage production layout in Europe, enhancing its global capacity network [7] Group 3: Overseas Expansion Strategy - In 2024, China Innovation Aviation established a Pack factory in Thailand, implementing an industrial layout in the ASEAN region, with mass production delivered by 2025 [9] - The company’s production bases now cover key regions both domestically (Chengdu, Wuhan, Changzhou, Jiangmen, Xiamen, Hefei, Meishan) and internationally (Thailand, Portugal) [9] - The Chinese Ministry of Finance and the State Taxation Administration announced a phased reduction in export tax rebates for battery products, with the rate decreasing from 9% to 6% in the latter half of 2026 and completely eliminated from January 2027, making overseas factories a core strategy for energy storage companies to mitigate risks [9]
15GWh！中创新航储能产能加速