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每日速递 | 楚能下发百亿采购大单,国轩10GWh产能投产
高工锂电·2025-08-18 10:51

Group 1: Battery Production and Development - Yichun Guoxuan Battery Co., Ltd. has accelerated the construction of its second-phase project, with a total investment of 5.15 billion yuan, aiming to achieve a production capacity of 20GWh for power batteries by January 2024. The first 10GWh cell production workshop has already been put into operation, with an expected annual output value of 11 billion yuan upon full production [2] - Zhengli New Energy has successfully obtained airworthiness certification for its aviation power battery system, which will be supplied exclusively for the RX1E, China's first dual-seat electric fixed-wing aircraft, marking the start of mass delivery [3] - A new laboratory for battery recycling has been established in Wuhan, focusing on digital recycling processes and aiming to assist in carbon reduction by 1 million tons [4] Group 2: Battery Material and Technology Innovations - The first batch of 20 tons of recycled black powder for lithium-ion batteries has successfully passed customs clearance in Ningbo, marking the first import of this material under new regulations aimed at promoting resource recycling [6] - A new project in Kashgar is set to produce 60 million cylindrical power batteries annually, with a total investment of 15 million yuan [8] - Tianjin University has published research on a new electrolyte design for lithium metal batteries, achieving energy densities exceeding 600 Wh/kg, significantly enhancing performance [10] Group 3: Strategic Partnerships and Market Movements - Heisitong New Energy has signed a project agreement for solid-state battery production, with an investment of 200 million yuan and an expected annual output value of 1.5 billion yuan [11] - Rongbai Technology has received authorization for a patent related to cathode materials for solid-state batteries, showcasing its technological leadership in this field [13] - Chuangneng New Energy has entered into a strategic cooperation agreement with Sanyan Technology for the procurement of negative electrode materials, with a total value exceeding 10 billion yuan [15] Group 4: Project Updates and Future Prospects - Daoshi Technology has decided to postpone the implementation of two lithium battery projects, including a 100,000-ton ternary precursor project, after board approval [16] - The 450,000-ton high-pressure lithium iron phosphate project in Yichang is nearing completion, representing a significant investment by CATL in the region [19]