CATL(SZ:300750) 行家说储能·2025-12-26 10:03Core Insights - The article highlights the significant demand for energy storage solutions, particularly focusing on the procurement of battery cells by Ningde Times, which plans to directly purchase 14.4 million energy storage cells by 2026 [2][6]. Group 1: Procurement Details - On December 26, 2025, CRRC Zhuzhou Institute announced a direct procurement of 8 million units of 314Ah energy storage cells and 6.4 million units of 587Ah lithium iron phosphate cells from Ningde Times, totaling approximately 20GWh [2][6]. - The procurement aims to ensure stable supply of strategic materials through long-term agreements [6]. Group 2: Partnerships and Collaborations - In 2025, Ningde Times disclosed over 329GWh of energy storage-related orders or collaborations [3]. - Notable partnerships include a three-year collaboration with Siyuan Electric for 50GWh of storage, and a 4GWh battery storage system solution with Vena Energy [4][5]. - Other collaborations involve projects with various companies, including a 2.4GWh grid-level storage project in Japan and a cumulative procurement of no less than 200GWh with Haibo Innovation from 2026 to 2035 [4][5].