宁德时代大手笔动作愈发频繁。起点锂电观察到，宁德时代本周有以下动作。 01 项目与投资齐头并进 先来看第一个重磅消息，近日宁德时代旗下时代长安注册资本变更，从 15 亿元增至 40 亿元，时代长安背景强悍，除了宁德时代外还有深蓝 汽车和长安汽车，三方共同支撑起这个庞大的电池制造机器。 时代长安虽叫 "长安"但位于四川宜宾，成立于 2023 年 6 月但其一期项目在 2023 年 11 月就投产，不过当前时代长安依旧是以一期为 主，在去年 11 月一期产能扩充部分投产，今年元旦后二期项目签约。 两期项目加起来总投资过百亿，产能超过 50GWh ，所生产产品将供货深蓝、长安启源、阿维塔等。 除此之外，宁德时代近期还有两大项目落地，分别是泉州项目与英国 10GWh 储能项目， 2 月 2 日泉州政府与宁德时代签署协议，相关领导 人员悉数到场， 将围绕电池研发制造开展 联合攻关，在泉州本地落户智能化零碳工厂。 与此同时 据外媒报道，英国投资管理公司施罗德 能源投资部门 Greencoat 与宁德时代、香港私募基金 Lochpine Capital 签署 协议 ，联 合在欧洲推进储能项目。 具体来看，宁德时代会为规划的 ...

实车预计在2026年年中上市。 作者 | 小鑫 编辑 | 小白 已规模化交付的企业 室 容百科技 毫 维科技术 宁德时代 s 普利特 毫 亿纬锂能 毫 派能科技 s 格林美 核心材料已量产 尽 当升科技 丛 多氟多 A 天赐材料 丛 中伟股份 A 振华新材 三、技术储备中试阶段 绕 湘潭电化 线 欣旺达 线 翔丰花 嵐 蔚蓝锂芯 & 圣阳股份 四、产业链配套及早期布局 2 美联新材 @ 中欣氟材 2 营田股份 2 直川股份 数据来源：上市公司财报、互联网公开信息|该内容仅供参考,不构成任何投资建议 免责声明： 本报告（文章）是基于上市公司的公众公司属性、以上市公司根据其法定义务公开披露的信息（包括但 不限于临时公告、定期报告和官方互动平台等）为核心依据的独立第三方研究；市值风云力求报告（文章）所载内 容及观点客观公正，但不保证其准确性、完整性、及时性等；本报告（文章）中的信息或所表述的意见不构成任何 投资建议，市值风云不对因使用本报告所采取的任何行动承担任何责任。 以上内容为 市值风云APP 原创 未获授权 转载必究 INS . (行业动态) 2月5日：长安汽车亮相全球首款钠电池量产乘用车，预计 2026年中 ...

2026年，宁德时代将在全国落成超3000座巧克力换电站，布局超140城；在京津冀黑吉辽等8省(市)32城内累计布局完成600+站。 北京商报讯(记者刘晓梦)2月5日，长安发布全球钠电战略，全球首款钠电量产乘用车正式亮相。同时，长安汽车旗下阿维塔、深蓝、启源、引力等多品牌， 未来都将搭载宁德时代（300750）钠新电池。目前，全球首款钠电量产乘用车已在牙克石通过冬季标定，其续航、低温性、安全性、放电性能等均已完全满 足消费者使用需求。 数据显示，宁德时代钠电池搭配其第三代CTP系统成组技术，纯电续航达400公里以上，再通过宁德时代BMS智能管理策略的精准控制，可以实现"表显即所 得"，而电芯的最高能量密度达175Wh/kg。搭载宁德时代钠新电池量产车型，在-30℃条件下，整车放电功率比同电量常规铁锂车型提升近3倍，-40℃极寒下 容量保持率超90%，在-50℃的极端环境下还能稳定放电。 ...

Core Viewpoint - The collaboration between Changan Automobile and CATL marks a significant shift in the battery industry, with the launch of the world's first sodium-ion mass-produced passenger vehicle expected in mid-2026, indicating the commercial viability of sodium batteries after a decade of development [1][2]. Strategic Alliance - Changan Automobile has chosen CATL as its "sole partner" for the sodium battery strategy, reflecting a strong consensus on industry trends and a strategic decision to pivot towards sodium batteries as a key focus for the coming years [2]. - Changan's commitment to sodium batteries will encompass multiple brands, including Avita, Deep Blue, Qiyuan, and Gravity, with plans to launch new models featuring CATL's sodium batteries [2]. Technical Specifications - The sodium battery cells have an energy density of up to 175 Wh/kg, which is currently the highest in the industry, and vehicles equipped with these batteries will have a pure electric range exceeding 400 km [3]. - The sodium battery maintains over 90% capacity at -40°C and can operate at -50°C, with discharge power nearly three times that of conventional lithium iron phosphate batteries at -30°C [3]. - Future upgrades could increase the pure electric range to 500-600 km and hybrid range to 300-400 km, potentially covering over 50% of market demand for range [3]. Market Dynamics - The sodium battery is expected to replace lithium iron phosphate batteries in certain applications, with cost parity anticipated as production scales up, potentially capturing about 50% of the market share currently held by lithium iron phosphate batteries [4]. - The sodium battery industry is transitioning from small-scale trials to large-scale production, with projections indicating a tenfold increase in sodium battery production capacity from 11,000 tons in 2025 to over 120,000 tons in 2026 [6]. Industry Expansion - The sodium battery market is expected to grow significantly, with major players like BYD and CATL investing heavily in sodium battery projects, indicating a shift towards a more diversified battery supply chain [6]. - By 2030, the global sodium battery market is projected to approach 410 GWh for sodium-ion power batteries, nearing the 580 GWh mark for energy storage batteries, suggesting that sodium batteries will become mainstream alongside lithium batteries [7].

Domestic News - Guangdong is expanding the testing and demonstration application range for intelligent connected vehicles, promoting digital consumption and smart logistics networks [7] - Beijing has achieved full coverage of supercharging stations in highway service areas, with 530 charging piles and a maximum charging power of 600kW, allowing for a quick 15-minute charge [8] - Changan Automobile is collaborating with CATL to introduce sodium-ion batteries, with plans to launch multiple models by 2026, achieving a range of over 400 kilometers for pure electric vehicles [9] - Two major state-owned enterprises are integrating their automotive testing businesses to create the world's largest automotive testing institution, enhancing technical service capabilities [10] - FAW Bestune has partnered with Unity China to produce the first mass-produced 3D intelligent cockpit vehicle, enhancing user interaction and safety [11] - Ledo Automotive has exceeded its battery doubling plan, adding 8,295 new battery packs to its network, improving user experience during peak travel seasons [12] - Zhiji Automobile has launched its models in the UAE and Tunisia, marking a significant step in its global expansion strategy for 2026 [13] - Qianli Technology has submitted an application for an L3-level intelligent driving test license, indicating its readiness for advanced autonomous driving technology [14] Foreign News - Canada is abolishing mandatory electric vehicle sales quotas and reintroducing consumer subsidies of up to CAD 5,000, while welcoming Chinese companies to set up factories [16] - The German Automotive Industry Association predicts a total production of 4.1 million vehicles in 2026, a 1% decrease year-on-year, with a 6% growth in electric vehicles [17] - The Malaysian government is offering subsidies for replacing old vehicles over 20 years old, in collaboration with Proton, with incentives up to 4,000 ringgit [18] - Porsche has started mass production of the Cayenne Electric in Slovakia, featuring dual motors and a maximum output of 850 kW, with rapid charging capabilities [19][20] Commercial Vehicles - DeepWay has launched its pure electric heavy truck in Bangkok, marking a significant milestone in its Southeast Asia strategy [21] - The Yellow Stone City has implemented regulations for the commercial application of ground unmanned technology, ensuring safety and market order [22] - Shenzhen has reported a 185.5% year-on-year increase in operational functional unmanned vehicles, with a total of 1,122 units by the end of 2025 [23] - Shandong Province has issued a plan to strengthen the commercial vehicle sector, aiming for a production target of around 200,000 new energy commercial vehicles in 2026 [25]

2026年2月4日晚间，长安汽车（000625）正式发布公告，宣布拟以10亿元至20亿元自有资金回购公司股份，其中A股回购金额不低于7亿元且不超过14 亿元，B股回购金额不低于3亿元且不超过6亿元。此次回购股份将全部用于减少公司注册资本，彰显了管理层对战略前景的坚定信心与对股东权益的深度守 护。 战略底气：新能源转型与全球化布局双轮驱动 根据最新披露的转型计划，长安汽车明确提出到2028年实现中国品牌累计销量4000万辆、2030年年产销目标500万辆，其中新能源占比60%，海外占比 35%，并跻身全球汽车品牌TOP10。这一战略蓝图背后，是其新能源持续突破，2025年销量达110.9万辆，同比增长51.1%；全球化布局提速，未来三年将投 放26款新品，覆盖140余个国家和地区。这种"技术+市场"双轮驱动的模式，为回购行动提供了坚实的业绩支撑。 市场信号：价值回归与股东利益深度绑定 本次回购发生于全球汽车产业向智能电动化深度转型的关键时期。长安汽车在公告中明确指出，此举是"基于对公司战略发展前景及内在价值的坚定信 心，积极维护公司价值及股东权益"。这也是植根于公司稳健经营基本面之上的长远考量，截至2025年三 ...

Core Insights - Changan Automobile has launched its global sodium-ion battery strategy and commenced the 2026 Global Testing Season in Yakeshi, Inner Mongolia [1][3] Group 1: Sodium-Ion Battery Technology - Changan is accelerating the development of sodium-ion battery technology as part of its global battery strategy, with plans to introduce new sodium-ion battery-equipped vehicles across multiple brands soon [3] - Sodium-ion battery systems have demonstrated stable discharge capabilities under extreme low temperatures, validated down to minus 40 degrees Celsius [4] Group 2: Safety and Testing - Changan and CATL conducted extreme abuse tests on sodium-ion batteries, exceeding national safety standards without incidents of fire, explosion, smoke, or thermal runaway [4] - The launch event showcased SDA Intelligence, which focuses on proactive, AI-driven vehicle stabilization, tested under severe low-temperature conditions [5] Group 3: Vehicle Performance - The AVATR 12 successfully completed an emergency lane change on ice at 80 km/h, while CHANGAN NEVO Q05 identified obstacles on low-friction ice during an Adaptive Cruise Control challenge [6] - CHANGAN DEEPAL L06 demonstrated rapid posture adjustments during a high-speed circular drift challenge on snow [6] Group 4: Global Testing Plans - The 2026 Global Testing Season will extend beyond Yakeshi, including high-humidity durability tests in Southeast Asia and high-altitude chassis tuning in the European Alps [8] - Winter testing in Eurasia will focus on ice and snow conditions, with the AVATR 12 as the test vehicle, while a cross-country drive in Mexico will assess long-distance reliability [9]

实测数据显示，宁德时代钠电池搭配其第三代CTP系统成组技术，可实现400km以上纯电续航；依托宁德时代BMS智能管理策略的精准控制，可实现表显续 航与实际续航高度一致。同时，该电池电芯的最高能量密度达175Wh/kg，达行业领先水平。随着钠电产业链的高速发展，其纯电续航有望升级到500km— 600km、增混续航突破300km—400km，可覆盖新能源市场上50%以上的续航需求。 搭载宁德时代钠新电池的车型，在-30℃条件下，整车放电功率比同电量常规铁锂车型提升近3倍，-40℃极寒下容量保持率超90%，同时在-50℃的极端环境 下仍能稳定放电。实测中，新电池在满电状态下，经历多种极端滥用工况，依旧可保持正常放电。 2月5日，长安汽车携手宁德时代在牙克石举办"长安汽车天枢智能新安全成果发布暨钠电战略全球发布会"，长安汽车正式发布全球钠电战略，其全球首款钠 电量产乘用车也正式亮相。同时，长安汽车旗下阿维塔、深蓝、启源、引力等多品牌，未来都将搭载宁德时代钠新电池。 全球首款钠电量产乘用车已经在牙克石通过冬季标定，数据显示其续航、低温性、安全性、放电性能等均已满足用户使用需求。 宁德时代对长安全球钠电战略的赋能不止于 ...

（文/观察者网 张家栋 编辑/高莘） 2月5日，长安汽车与宁德时代在内蒙古牙克石联合举行长安汽车天枢智能新安全成果发布暨钠电战略全 球发布会。 在极寒测试环境中，双方正式发布钠电战略，并同步亮相全球首款搭载钠离子电池的量产乘用车。此举 也标志着钠离子电池首次进入量产乘用车应用阶段。 长安汽车宣布，宁德时代将作为其钠电战略唯一合作伙伴，同时，未来将在阿维塔、深蓝、启源、引力 等多品牌车型上将陆续搭载"钠新"电池，首款车型预计年中上市。这也意味着钠电技术将从单一车型试 点，走向多品牌、多平台同步导入。 此次乘用车量产落地，是钠电商业化的又一重要节点。今年1月，宁德时代刚刚发布面向轻型商用车的 量产钠离子电池产品"天行II轻商低温版"，并将率先在VAN和小微卡等车型上应用。 而短时间内从商用车扩展到乘用车市场，则显示出钠离子电池产业化节奏的提速。 从新能源汽车的发展阶段来看，钠离子电池并非全新概念，2020年，业内就曾推出过钠离子电池的试验 车，此后宁德时代还曾发布能量密度达到160Wh/kg的钠离子电池。 不过，由于钠离子比锂离子更大更重，导致钠离子电池在能量密度、倍率性能、循环寿命方面相对劣 势，该技术的量产化 ...

Core Viewpoint - Changan Automobile, in collaboration with CATL, has launched the world's first mass-produced sodium battery passenger vehicle, addressing winter range anxiety and safety concerns in electric vehicles [2][6]. Group 1: Sodium Battery Technology - The new sodium battery developed by CATL has an energy density of up to 175Wh/kg, the highest in the industry [2][6]. - Vehicles equipped with the sodium battery can achieve nearly three times the discharge power at -30°C compared to conventional lithium iron phosphate models, and maintain over 90% capacity at -40°C [2][6]. - The sodium battery has passed extreme tests, including drill penetration and cell cutting, demonstrating safety features such as no smoke or fire during discharge [2][6]. Group 2: Strategic Collaboration and Market Position - Changan aims to be the first major automaker to fully adopt sodium battery technology across multiple new models [2][6]. - The global vehicle manufacturing plan has commenced, with several Changan brands participating in extreme cold weather challenges to validate the "Tianshu Intelligent" technology [2][6]. Group 3: Performance Testing and Innovations - The Avita 12 vehicle successfully performed lane change tests on snow and icy surfaces at speeds of 92.3 km/h and 70.7 km/h without deviation [3][7]. - The Tianshu Intelligent puncture stability system allows the Changan Qiyuan A06 to maintain stable driving at 95 km/h on icy roads, with features set for OTA updates within the year [3][7]. - The zero-energy catalyst technology has improved the low-temperature range achievement rate of the Avita 07 to 61.2% [3][7].