暴增350%！楚能新能源全年出货量超90GWh！

Core Viewpoint - Chuangneng New Energy is set to achieve a significant milestone in 2025, with a projected battery shipment volume exceeding 90 GWh, marking a 350% increase compared to 2024's shipment of over 20 GWh, positioning the company as a leader in the market [3][4]. Group 1: Energy Storage Business Growth - The company has secured over 100 GWh in new energy storage orders for 2025, contributing to a monthly shipment volume that surpassed 10 GWh in October [4][8]. - Key contracts include a strategic cooperation agreement with Telomay for 5 GWh of energy storage cells and a partnership with Immersa for 2.5 GWh of battery products [5][6]. - Domestic contracts include a 500 MWh project with China Power Construction and a 2920 MWh order from China Electrical Equipment Group [8]. Group 2: Expansion in Power Battery Market - Chuangneng's power battery shipments reached 4.8 GWh from January to November 2025, ranking 13th in the industry, with significant partnerships established with major manufacturers like Dongfeng and FAW [10][11]. - The company is also venturing into the heavy-duty electric truck market, providing high-capacity batteries for new models [12]. - A strategic alliance with Tianji Lithium Battery aims to expand into the small power battery market, targeting two-wheeled and three-wheeled electric vehicles [13]. Group 3: Production Capacity Expansion - Chuangneng has three production bases in Wuhan, Xiangyang, and Yichang, with a combined capacity of 110 GWh, all operating at full capacity [14][15]. - A new project in Yichang aims to add 80 GWh of capacity by 2026, while a 220 billion yuan investment in Xiangyang will establish additional production lines for energy storage and power batteries [15][16]. - The company has signed long-term procurement agreements with nine key suppliers to secure raw materials, ensuring a stable supply chain for future production [16][17].