摘要 超充生态协同升级。 800V 高压平台正逐渐从过去的高端配置成为主流标配。 从一组数据来看，相关机构测算 800V 高压平台车型在 2025 年的渗透率已超过 10% ，销量接近 150 万辆，预测在 2026 年实现 15% 的渗 透。 800V 高压平台电车渗透率上扬的同时，电池、超充桩等相关配套也迎来了同步升级。 电池方面 ， 800V 高压平台下选用的主流电池为 5C 电池。小鹏 G9 Max 、蔚来 ET9 、理想 MEGA 、极氪 007/009 、小米 SU7 ultral/YU7 等都搭载了 5C 电池，供应商主要为宁德时代、中创新航、亿纬锂能等头部企业。 进入 2025 年，越来越多的更多主机厂发布 800V 及以上车型。其中， 理想 i6 的爆单，将 5C 超充电池成功切入 20-30 万价格区间纯电 SUV 最大用户画像，也荡起了 5C 超充电池使用磷酸铁锂材料的涟漪。 过去，超充电池为实现更高的倍率，一般采用三元材料体系 。此前，宁德时代三元 6C 电池此前已实现上车、中创新航、亿纬锂能则带来了高镍 6C 大圆柱电池、蜂巢能源则带来了 6C 短刀电池。 如今，随着 3.5-4 代 ...

沪深股通今日合计成交3168.5亿，其中寒武纪和宁德时代分居沪股通和深股通个股成交额首位。板块主力资金方面，电子板块主力资金 净流入居首。ETF成交方面，纳指科技ETF景顺（15950 9）成交额环比增长138%。 龙虎榜方面，沪电股份强势涨停，多路资金联手抢筹，其中三家机构买入3.84亿，深股通买入7.37亿，一家一线游资（国泰海通证券武 汉紫阳东路）买入2 .92亿，一家量化资金（开源证券西安太华路）买入2 .12亿。大族激光今日封涨停，遭三家机构卖出3.7亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1450. 59亿，深股通总成交金额为1717 .9亿。 | | 沖殿運（ | 2月26日 | œ | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | | 23.23 | | 2 | 603986 | 兆易创新 | | 17.76 | | 3 | 601138 | 工业富联 | | 16.20 | | 4 | 600519 | 贵州茅台 | | 15.36 | | 5 | ...

Core Insights - Jiangsu Yancheng Binhai County Government and CATL signed an investment agreement to establish a green battery manufacturing base, marking the first project from their strategic cooperation initiated in September 2025 [2][6] Group 1: Project Overview - The project will include two main components: the construction of CATL's first "high proportion of green electricity application grid-connected green electricity direct connection system" to significantly reduce carbon emissions during production [2][6] - The base will also create a demonstration production line for export products that meets both "zero-carbon factory" and "lighthouse factory" standards, primarily targeting overseas markets [2][6] Group 2: Location and Resources - The project is located in Yancheng Binhai County, leveraging the area's abundant offshore wind and solar resources [2][6] - Yancheng is recognized as a key hub for renewable energy in Jiangsu, with a projected renewable energy installed capacity exceeding 20 GW by 2025, providing substantial green electricity supply capabilities [2][6] Group 3: Future Plans - The parties plan to use the base as a core to develop a national-level zero-carbon industrial park, attracting upstream and downstream companies in battery materials, structural components, and recycling [3][7] - They will explore integrated operations of "source-grid-load-storage" to enhance green electricity consumption efficiency [3][7] - Although specific investment amounts and production capacities were not disclosed, the project is positioned as a significant export manufacturing node for CATL in East China, with future products likely to supply the European market [3][7]

Core Insights - The National Energy Administration has announced the first batch of pilot projects for enhancing the construction capacity of new power systems, including seven energy storage-related projects primarily focused on grid-structured technology applications [1][2]. Group 1: Pilot Projects Overview - Seven energy storage projects have been selected, with six focusing on grid-structured technology applications, located in Inner Mongolia, Zhejiang, Anhui, Yunnan, Shanxi, and Gansu [1][2]. - Key project units involved include China Energy Construction, State Power Investment Corporation, Huaneng, NARI Technology, Southern Power Grid Energy Storage, Wuqing Economic Cooperation Green Energy Technology Co., Ltd., and Juhua New Energy [1][2]. Group 2: Specific Project Details - The Baotou City dual-good grid-structured energy storage project has a planned total capacity that includes both renewable energy and new energy storage, utilizing low-voltage centralized grid technology with a single unit capacity of 30MW and a total scale of 102,000 kW/408,000 kWh [3][14]. - The Zhejiang Longyou shared energy storage project has a total scale of 80MW/160MWh, featuring a dedicated 10MW/20MWh grid-structured unit, providing flexible and stable shared power services to multiple park enterprises, with a 30% increase in equipment utilization and a cost per kilowatt-hour reduced to below 0.2 yuan [3][15]. - The Yunnan Wenshan Qiubei independent energy storage project leads with a scale of 200MW/400MWh, employing cold plate liquid cooling technology and including a 20MW/40MWh sodium-ion battery system, marking it as the first large-scale lithium-sodium hybrid grid-structured energy storage station in the country [3][15]. - The Shaanxi Wuqing Economic Cooperation grid-structured energy storage project is located in the Loess Plateau at an altitude of 1550-1625 meters, covering approximately 90 acres, and includes 75 integrated boost conversion machines and 150 energy storage battery warehouses [3][15]. - The Gansu Juhua New Energy (Yumen) 1GW wind farm project will cover an area of 15.5620 hectares, with a total installed capacity of 1GW and a supporting energy storage system capacity of 150MW/600MWh [3][15].

日前，蔚来联合创始人、总裁秦力洪公布蔚来和乐道品牌新车规划，按照发布时间排序，分别为乐道L80、蔚来 ES9、全新蔚来ES7以及全新蔚来ES6。 乐道L80预计4月20日前后举办产品技术发布会，5月中旬公布价格并开启交付； 蔚来ES9预计4月10日前后召开产品技术发布会，5月底上市公布价格，并于6月1日开启交付； 全新蔚来ES7预计将于7、8月开启交付； 而全新蔚来ES6预计将于明年下半年正式发布。 动力方面，工信部申报车型搭载了前后双电机，最大功率分别为180kW和340kW，综合功率520kW，综合扭矩 700N·m，与全新ES8保持一致。 电池方面则来自宁德时代。 根据申报信息显示，新车将配备102kWh电池组，纯电续航里程分别为620km、600km、580km。 全新蔚来ES7与蔚来ES6都将基于蔚来最新的三代平台打造，外观设计也将与目前的三代造型全面接轨，并搭载蔚 来最新的世界模型辅助驾驶系统（配图为现款ES6）。 乐道L80即乐道L90五座版，新车售价将高于L60低于L90。 从此前曝光的路试谍照来看，乐道L80虽然还有伪装，但依然能看出继续采用了乐道家族标志性的前脸设计。 时下较为流行的封闭式 ...

Core Insights - The Chinese logistics industry is experiencing resilience and differentiation amid global economic adjustments and domestic industrial transformations, with a focus on value creation driven by technological empowerment and policy guidance by 2026 [1][35]. Market Overview - In 2025, the total social logistics volume in China exceeded 360 trillion yuan, growing by 5.8%, while express delivery volume reached 1.82 billion pieces, maintaining a global leadership position for over a decade [2][35]. - The logistics industry is transitioning from scale expansion to value creation, with significant changes in operational capabilities across various segments [2][35]. Market Size and Growth - The logistics industry maintained steady growth in 2025, with the total logistics cost as a percentage of GDP decreasing to 14.1%, down 0.3 percentage points from 2024, indicating improved operational efficiency [36]. - The express delivery market showed a year-on-year growth of 11.2%, but the growth rate significantly slowed compared to over 20% in 2023, reflecting a shift from "traffic thinking" to "value thinking" [36][38]. Digital Transformation - 2025 marked a pivotal year for logistics digitalization, with technologies like IoT, big data, and AI becoming standard for small and medium enterprises [39]. - The number of automated storage systems (AS/RS) exceeded 9,000, growing by 18% from 2024, and the penetration rate of micro-automation solutions reached 43% in small e-commerce warehouses [39]. Intelligent Equipment - The intelligent logistics equipment market reached a tipping point for scale replication, with significant cost reductions driving further adoption [41]. - The deployment of L4 autonomous delivery vehicles in urban areas achieved daily delivery volumes of 80-120 orders, reducing operational costs to 60% of manual delivery [41]. Cost and Efficiency - The logistics industry faced pressures from rising oil, labor, and capital costs, while freight rates, warehouse rents, and equipment utilization remained under pressure, prompting innovation in operational models [44]. - Shared warehousing models emerged as effective responses to rising warehouse rents, improving overall space efficiency by 40%-60% [44]. Policy Environment - The regulatory landscape for the logistics industry in 2025 featured a balance of support and regulation, with stricter safety standards and increased focus on green logistics [12][26]. - The introduction of the "National Logistics Hub 2.0" plan emphasized the need for logistics hubs to attract supply chain headquarters and build unified information platforms [12]. Future Outlook - By 2026, the logistics industry is expected to shift from a focus on growth speed to value creation, with an anticipated growth rate of 5.2%-5.5% for total social logistics volume, while logistics value-added growth may reach 6.5% [19]. - The industry will increasingly adopt the concept of "Logistics as a Service (LaaS)," providing data-driven supply chain optimization solutions [19].

国家能源局关于公布新型电力系统建设能力提升试点名单（第一批）的通知 国能发电力〔2026〕16号 各省（自治区、直辖市）能源局，有关省（自治区、直辖市）及新疆生产建设兵团发展改革委，北京市城市管理委员会，各派出机构，有关中央企 业： 为加快建设新型能源体系、构建新型电力系统，根据《国家发展改革委 国家能源局 国家数据局关于印发〈加快构建新型电力系统行动方案（2024— 2027年）〉的通知》（发改能源〔2024〕1128号）、《国家能源局关于组织开展新型电力系统建设第一批试点工作的通知》（国能发电力〔2025〕53 号）有关要求，国家能源局组织开展了新型电力系统建设能力提升试点申报和评审工作。现就有关事项通知如下。 一、经有关省级能源主管部门和中央企业推荐，国家能源局组织专家评审，并公示征求各方意见，决定将安徽省淮南市风光热储融合系统友好型新能 源电站项目等43个项目、河北省张家口市等10个城市列为新型电力系统建设能力提升试点（第一批）。 二、各试点单位要按照试点方案扎实做好试点建设，依托试点项目应用新技术、新模式，依托试点城市开展系统集成，同步完善配套政策机制。试点 依托申报方案中完成审批、核准或备案的项目 ...

来源：@华夏时报微博 华夏时报记者 叶青 北京报道 2月24日至26日，碳酸锂期货主力2605合约走出一轮连续冲高行情。2月24日，主力合约跳空高开，全天单边上 行，最终收报164120元/吨，单日大涨10.56%；2月25日，多头强势格局延续，主力合约盘中突破17万元/吨整数关 口；2月26日早盘，受海外供给端突发消息刺激，主力合约再度高开冲高，盘中涨幅一度超11%，站稳17万元/吨 关口，最终报收于173660元/吨。 截至2月26日午间收盘，主力合约多头主导的上涨趋势仍未根本扭转。本轮行情的核心驱动，来自供给端突发扰 动、需求基本面反转预期与资金面的三重共振。海外方面，我国核心锂矿进口来源国津巴布韦宣布暂停锂矿出 口，直接加剧全球锂供给收紧预期。国内方面，锂盐厂春节后集中检修导致产能收缩，叠加现货市场持续去化后 的低库存格局，为盘面形成坚实支撑。 三大核心因素推涨碳酸锂 "中国农历春节期间，美国关税政策出现调整，市场普遍预期贸易壁垒高峰阶段已过，提振出口相关市场情绪。同 时，瑞银等机构同期发布报告，旗帜鲜明地看好锂市进入'第三次超级周期'，大幅上调锂价预测，进一步激发了 市场做多热情。"方正中期新能源首 ...

2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 倒计时43天 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 鹏辉能源/多氟多新能源/大族锂电/嘉智信诺/亿鑫丰 /孚悦科技 大圆柱电池重新掀起热潮，宝马 / 特斯拉等正摩拳擦掌。 起点锂电获悉， 2 月 25 日 ，宝马集团 称同宁德时代签署 新的战略合作协议，并在马年发布搭载宁德时代电池的全新车型。 本次合作 旨在 解决 动力电池供应链 碳足迹追踪问题 ， 其次是宣布 BMW iX3 长轴距版 将在 4 月全球首发 。自 2022 年宁德时代 与 宝马宣布供应圆柱电池 以来，二者一直在低调解决技术等相关问题，如今终于迎来曙光 。 为此宝马董事长齐普策也认为，合作与开放创新是宝马发展的最关键动力，尤其是中国市场，作为宝马全球战略核心组成部分，宝马已在沈 阳生产基地投资超 1200 亿元，并设立四大研发基地、三大软件公司，本土化程度持续加深。 实际上，宁德与宝马的合作 ...

倒计时4 3天 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 鹏辉能源/多氟多新能源/大族锂电/嘉智信诺/亿鑫丰/ 孚悦科技 历时逾两年的锂电隔膜行业产业整合，于近日正式落下帷幕！ 2月24日，"国泰海通私募股权投资"官方微信公众号发布消息，河北金力新能源科技股份有限公司（以下简称"金力股份"）与佛塑科技 （000973.SZ）的并购重组事宜已正式落地，标志着这场备受行业关注的资源整合尘埃落定。 截图来源： 国泰海通私募股权投资公众号 本次并购采用"发行股份+支付现金"的组合方式推进，佛塑科技成功实现对金力股份100%股权的全资收购。 其中，佛塑科技为本次交易定向增发的股份，已于2月12日在深圳证券交易所正式挂牌上市，完成了并购流程的最后一道关键环节。 据佛塑科技此前披露的公告显示，本次并购交易总对价确定为50.8亿元，具体支付结构清晰明确：其中现金支付金额为4亿元 ...