宁德时代下发大单;亿纬/欣旺达储能电池满产;吉利旗下电池项目落地成都;中创新航加码合肥;理想合作两大电池企业;小鹏引入亿纬锂能
起点锂电·2025-09-21 08:42

Group 1 - CATL signed a procurement cooperation agreement with Longpan Technology's subsidiary, Lithium Source (Asia Pacific), to supply 157,500 tons of lithium iron phosphate cathode materials from Q2 2026 to 2031, with a total sales amount exceeding 6 billion yuan [4] - CATL established a new company in Shenyang, with a registered capital of 20 million yuan, focusing on rapid charging stations and electric vehicle sales [5] - EVE Energy reported that its energy storage battery is currently at full production capacity, with a shipment volume of 28.71 GWh in H1 2025, a year-on-year increase of 37.02% [6] Group 2 - Xinwanda achieved full production and sales of its energy storage cells, while also developing solid-state batteries with energy densities exceeding 300 Wh/kg [7] - Geely's battery project in Chengdu has a total investment of 13.35 billion yuan, with a battery Pack base designed to produce over 250,000 sets annually, expected to generate over 20 billion yuan in cumulative output value within five years [8][9] - Haicheng Energy announced a strategic cooperation with FRV to deploy a 500 MWh energy storage system in Victoria, Australia [10] Group 3 - Zhongqi New Energy's battery exports surged by 1,336.9% year-on-year in August, primarily driven by energy storage battery exports [11] - CATL and Li Auto signed a five-year comprehensive strategic cooperation agreement to enhance battery technology innovation and global expansion [39] - Xiaomi recalled 116,887 units of its SU7 standard version electric vehicles due to potential safety risks in certain driving scenarios [41] Group 4 - The total investment for the new lithium battery recycling project in Shandong is 11 million yuan, aiming to process 30,000 tons of retired lithium batteries annually [34][35] - The total investment for the high-performance lithium battery anode material project in Gutian is 5 billion yuan, with an expected annual output of 200,000 tons [18] - The total investment for the silicon-carbon anode material production line by Hebei Kuntian is planned to reach 5000 tons annually after expansion [17]