起点锂电·2026-01-11 09:58Group 1 - EVE Energy has submitted an application for listing on the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [4] - The fundraising purpose for EVE Energy has changed; the company now plans to use the net proceeds solely for the continued construction of its Hungarian production base and for working capital, excluding the previously planned Malaysian project [5] - New Energy's "Snow Leopard Battery" has been mass-produced and delivered in tens of thousands of units, featuring a range of over 100 kilometers on a single charge and high discharge capabilities [6][7] Group 2 - Reports indicate that the shortage of power batteries has eased, but energy storage batteries remain scarce, leading to price increases across the lithium battery industry [8] - Far East Battery announced a significant increase in contract orders, with a 556% year-on-year growth in December for contracts over 10 million yuan [9] - EVE Energy has signed a strategic cooperation framework agreement for a 20GWh energy storage battery project with Shanghai Shinyi Luoxi Energy Technology [10] Group 3 - Penghui Energy is advancing its listing on the Hong Kong Stock Exchange to enhance its global strategy and financing capabilities [12][13] - Russia has launched its first GWh-level battery factory, with a planned total capacity of 4GWh, aimed at various applications including energy storage [14][15][16] - Haopeng Technology plans to raise up to 800 million yuan for energy storage and AI projects, focusing on high-growth applications [17] Group 4 - Shanghai Haixi Communications has signed a strategic cooperation agreement for a 60GWh energy storage project, aiming to enhance industry chain efficiency [18] - The Anhui 20GWh power battery project has commenced construction, with an investment of approximately 4.85 billion yuan [19] - BYD's new energy battery production base has completed the joint line ceremony for its second and third phases, with a total investment of about 110 billion yuan [20] Group 5 - A second meeting on the regulation of the power and energy storage battery industry was held, addressing issues of blind construction and price competition [21][22] - LG Energy's two battery factories have suspended production for six months, resulting in significant economic losses [23] - Ningfu New Energy reported a significant increase in shipments of large cylindrical batteries, exceeding 10GWh in 2025 [24] Group 6 - Guoxuan High-Tech has started two material projects, including a 200,000-ton lithium iron phosphate project, to enhance its production capabilities [25][26] - Chuangneng New Energy achieved a record shipment of over 90GWh in 2025, marking a 350% increase from the previous year [27][28] - A 4GWh energy storage battery project is being established in Hebei, with a total investment of 50 million yuan [29] Group 7 - Yijiatong is rapidly advancing its 4GWh industrial power lithium battery project, with significant progress reported [30][31] - A new lithium iron phosphate production line has been launched in Hubei, aimed at meeting high standards for material quality [33][34] - Longpan Technology is investing 2 billion yuan in a high-performance lithium battery project, with a planned capacity of 120,000 tons [35] Group 8 - ST Pava has terminated part of its fundraising projects, optimizing resource allocation in response to industry developments [36] - Lithium carbonate prices have surged, nearing 150,000 yuan per ton, with a year-to-date increase of over 21% [37][38] - Tianci Materials plans to conduct maintenance on its lithium hexafluorophosphate production line, expected to last 20 to 30 days [39][40] Group 9 - The State Council has issued a comprehensive solid waste management action plan, aiming for significant recycling targets by 2030 [41] - Tianci Materials has forecasted a substantial increase in net profit for 2025, driven by growth in the new energy vehicle and energy storage markets [43] - The lithium battery recycling project in Henan has been signed, with an expected annual output value of approximately 400 million yuan [54] Group 10 - BYD has surpassed Tesla in global electric vehicle sales for the first time, with a total of over 4.6 million new car sales in 2025 [57] - CATL and NIO have renewed a five-year cooperation agreement, focusing on technology and market collaboration [58][59] - Toyota and Lexus sold approximately 2.5 million vehicles in the U.S. in 2025, with nearly half being electrified models [60]