CATL(SZ:300750) 起点锂电·2026-01-03 09:20Group 1 - CATL plans to acquire a controlling stake in Jiangxi Shenghua New Materials, with an investment of 25.6338 billion yuan, resulting in a 51% ownership stake [4] - CATL enters the hydropower business by co-establishing a company to develop the Dadu River Danba hydropower station, with a total investment of 36 billion yuan and an installed capacity of 1.15 million kilowatts [5] - CATL introduces a "New Year Stay Bonus" policy for employees, offering at least 3,200 yuan for those who work during the Spring Festival, potentially increasing monthly income to 11,500 yuan for eligible employees [6] Group 2 - The Ministry of Industry and Information Technology announces the ninth batch of lithium battery whitelist, including 36 companies, with 27 battery manufacturers listed [7] - XWANDA Power faces a lawsuit for 2.314 billion yuan due to quality issues in battery cells delivered between June 2021 and December 2023 [8] - Zhongxin Innovation acquires an 8.3155% stake in Wuhan Company for 660 million yuan, increasing its ownership to 59.3155% [9] Group 3 - LG Energy Solution terminates a contract worth 3.9 trillion won (approximately 2.69 billion USD) with FBPS, leading to a total loss of 13.5 trillion won in recent contract cancellations [10][11] - Yichang Bangpu Times launches a new generation lithium iron phosphate project with an annual capacity of 450,000 tons, achieving industry-leading automation and domestic production rates [13] - Major lithium iron phosphate producers, including Hunan Youneng and Wanrun New Energy, announce production cuts for maintenance, reducing output by 1.5-3.5 million tons and 0.5-2 million tons respectively [14][15] Group 4 - Tian Nuo Ju Neng launches a high-performance silicon-based anode material project, achieving international leading performance metrics [16] - A 4.8 billion yuan lithium manganese iron phosphate project is signed in Yinchuan, aiming for an annual output of 130,000 tons [17] - Yu Gong High-Tech completes a multi-million A-round financing to support its automation equipment for the new energy sector [19] Group 5 - Guangdong Hengyien applies for an IPO to raise 839 million yuan for expansion and R&D, with fluctuating revenue and profit figures reported [20] - A 1.012 billion yuan battery material recycling project is underway in Ningde, aiming for an annual production capacity of 52,000 tons of battery materials [22] - Jiangsu Xinghua proposes a 1.6 billion yuan project for recycling and reusing 100,000 tons of waste lithium batteries, focusing on lithium iron phosphate and nickel-cobalt-manganese batteries [23] Group 6 - The automotive market is expected to see a strong start in January 2026 due to early implementation of consumer support policies [25] - The 2026 automotive subsidy policy will optimize support scope and adjust subsidy standards based on vehicle price [26][27] - FAW Group invests in Leap Motor, marking a significant collaboration in the automotive sector [28] Group 7 - The AITO M8 has surpassed 150,000 cumulative deliveries, becoming a top-selling model in its category [29] - CATL's chairman meets with Xiaopeng Motors' chairman to explore potential cooperation after a period of strained relations [30] - The chairman of Zotye Auto resigns for personal reasons, with the company stating that operations will continue normally [31][32]