在宁杭高速上坊公安检查站，李忠军实地察看春运返程高峰保障情况，看望慰问一线工作人员。他 强调，春运返程客流高峰来临，要紧盯易堵和事故多发路段，强化部门联勤联动，加强路面巡逻管控， 及时发布预警信息，切实做好返程高峰各项保障，确保道路通行顺畅、群众出行便捷。 春节是烟花爆竹销售与燃放的高峰时段。走进溧水区供销社烟花爆竹有限责任公司，李忠军现场检 查烟花爆竹安全管理工作，详细了解销售、储存和配送等情况。他要求，全市各烟花爆竹生产、经营企 业和零售网点要始终把安全放在第一位，严格遵守相关规定，持续加强现场管理，严禁超量存储、无证 运输等违规行为，确保"人防、物防、技防"措施到位。 人勤春来早，节日期间我市一批重点企业不停工、不停产，铆足干劲赶订单、抢进度，呈现出一派 火热的生产景象。李忠军先后来到南京龙鑫电子科技有限公司、欣旺达新能源有限公司，深入了解企业 假期安全生产、节后复工复产情况。他指出，企业是安全生产和复工复产的主体，要深入排查风险、及 时消除隐患，坚决守牢安全生产防线。各板块各相关部门要密切关注节后复工复产情况，及时协调解决 企业困难问题，全力支持企业开足马力、稳产扩产。 2月23日，市长李忠军在检查春 ...

马年春节的喜庆氛围尚未消散，港股IPO市场的热度已持续攀升。2026年开年不足两月，港股资本市场交出了一份亮眼的成绩单，截至2月23日，已有24家 企业成功登陆港交所，且创下了新股首日零破发的佳绩，乐欣户外（02720.HK）、海致科技集团（02706.HK）等个股首日更是实现翻倍上涨，赚钱效应凸 显。 在这轮上市热潮中，内地企业成为中坚力量，欣旺达（300207.SZ）、伊戈尔（002922.SZ）等A股公司纷纷开启港股闯关之旅，为市场注入了充足后劲，也 让港股IPO市场的发展前景更受期待。 开年超140家企业递表，科创成核心主线 市场的火热，直观体现在递表与排队企业的数量上。Wind数据显示，2026年以来，港交所已接获超140宗上市申请（含重复递表），港股IPO迎来新一轮申 报潮。 企业"科技"含量的持续提升，正是推动港股IPO市场活跃的关键力量，也成为港股市场结构转型的核心驱动力。Wind数据显示，2026年以来递表的140余家 企业中，软件服务、生物医药和硬件设备领域的企业数量位居前三，合计达66家，科创企业的集聚效应已然形成。 此外，香港财政司司长陈茂波近日发文指出，"2025年香港IPO市场领先 ...

据招股书，星源材质是一家锂离子电池隔膜制造商，于2003年创立，在锂离子电池隔膜的研发、生产和销售方面累积逾20年的行业经验。公司是首家实现锂 离子电池隔膜批量出口的企业，还是中国首家及少数兼备干法、湿法及涂覆隔膜三种生产技术企业。 干法隔膜是通过对聚烯烃材料进行单向或双向拉伸，形成具有微孔结构的隔膜，该技术工艺相对简单、成本较低，在中低端市场应用广泛。湿法隔膜则是利 用热致相分离原理，以高沸点有机溶剂作为稀释剂，与聚烯烃树脂混合，经挤出、冷却成型、双向拉伸等工序制得，其微孔结构更均匀、孔径更小，能有效 提升电池的能量密度与循环寿命，多用于高端锂电池。涂覆隔膜则是在干法或湿法隔膜制成的基膜的一面或两面涂覆陶瓷氧化铝、PVDF黏结剂等涂覆材 料，进一步改善基膜的热稳定性、抗氧化性、黏附性及安全性。 | 產品系列 | 主要規格 | 應用 | 優勢 | | --- | --- | --- | --- | | 乾法隔膜 | 厚度:3-40微米 | 電動車、電動自行車、電動工 | 高熔點及品f | | | | 具、消費電子產品及儲能 | | | | | 電池 | | | + AHAB | | | | | 温法隔膜 | ...

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and future economic development [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 300 strategic and cutting-edge technology reports [2][18]. - The expo will focus on popular innovations applicable to various industries, including artificial intelligence, aerospace, smart vehicles, and renewable energy, while addressing five common needs in future industries: advanced semiconductors, advanced batteries, lightweight functionalization, low-carbon sustainability, and thermal management [2][10]. Group 2: Historical Context and Participation - The previous editions of the expo, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, achieved record attendance with over 35,000 professional visitors from 27 countries and regions, showcasing more than 500 exhibitors [7][36]. - The event is expected to attract over 100,000 professional visitors, including representatives from major companies such as BYD, Huawei, and Xiaomi, as well as over 5,000 industry investors [37][36]. Group 3: Thematic Focus and Special Features - FINE 2026 will feature seven specialized thematic exhibition areas, including advanced semiconductors, AI chips, thermal management, and sustainable materials, aiming to present a comprehensive chain of innovation from components to cutting-edge technologies [13][15]. - The expo will host over 30 forums with more than 300 renowned experts discussing trends in technology, investment strategies, and advanced manufacturing techniques related to new materials [22][24]. Group 4: Strategic Importance - The event is positioned as a critical opportunity for companies to connect with industry funds, government parks, and project resources, facilitating the integration of technological and industrial innovation in the new materials sector [2][10]. - The timing of the expo in June is highlighted as a strategic window for seizing business opportunities in the second half of the year, leveraging Shanghai's advantages as a major international exhibition platform [10].

Core Viewpoint - Yiwu, a county-level city in Zhejiang, has showcased its unique charm during the 2026 CCTV Spring Festival Gala, becoming the first county-level city to independently host a sub-venue for the event, which highlights its economic strength and cultural significance [4][2]. Economic Performance - As of 2025, Yiwu achieved a GDP growth rate of 7.9%, with a total economic output of 269.3 billion yuan and a per capita disposable income of 92,852 yuan, surpassing major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [9]. - Yiwu's import and export performance is notable, with a total import and export value of 836.5 billion yuan in 2025, accounting for nearly 80% of the total for Jinhua city, and a year-on-year growth of 25.1% [7][9]. Consumer Market Development - The upcoming entry of Sam's Club in Yiwu is seen as a significant indicator of the city's consumption upgrade and trend-setting capabilities, with expectations for the store to open by 2027 [6]. - Yiwu's per capita disposable income reached 97,000 yuan, leading among the four cities that hosted the Spring Festival sub-venues, indicating strong consumer purchasing power [6]. Trade and Export Dynamics - In 2025, Yiwu's exports reached 730.7 billion yuan, growing by 24.1%, while imports totaled 105.8 billion yuan, with a growth rate of 32.3% [7]. - Yiwu's trade with emerging markets such as Africa, Latin America, and ASEAN saw significant growth, with respective import and export values of 150.7 billion yuan, 127.4 billion yuan, and 93.9 billion yuan, reflecting year-on-year increases of 23.4%, 14.1%, and 46.7% [18]. Cultural and Social Impact - Yiwu has a strong presence on social media, ranking first among county-level cities in the national city communication heat index, with 30 billion exposures in 2025 [11]. - The viral success of the "Crying Horse" toy, which gained immense popularity due to a production error, illustrates Yiwu's ability to leverage social media for market growth [13]. Resilience and Adaptation - Yiwu merchants have demonstrated resilience in the face of external challenges, such as the U.S. tariff increases, by diversifying their customer base and exploring non-U.S. markets, with over 60% of exports now going to countries involved in the Belt and Road Initiative [17][18]. - The local business community has a tradition of mutual support, helping each other navigate challenges and adapt to changing market conditions [17]. Industrial Upgrading - Yiwu is transitioning from a focus on traditional small commodities to high-end manufacturing, with significant investments in the automotive sector, including a 180 billion yuan investment by Lynk & Co for a new production base [19]. - The opening of the Global Digital Trade Center in 2025 marks a shift towards digital infrastructure, enhancing Yiwu's capabilities in smart manufacturing and AI integration [19][21].

Group 1 - The lithium battery industry is experiencing a dual trend of rapid growth in energy storage while facing challenges in the power battery sector, particularly with the shift towards solid-state technology [2] - Major battery manufacturers are receiving strong orders in energy storage, leading to calls for capacity expansion, while upstream material prices are rebounding sharply, impacting profit growth [2] - The global pace of electrification is slowing, creating a "chilling effect" in the industry, but the strong momentum in energy storage remains a positive factor [2] Group 2 - The lithium battery industry is entering a critical phase of technological breakthroughs and expanding application scenarios, with a focus on innovation and collaboration for sustainable development [14][22] - Companies are emphasizing long-term strategies and technological innovation to adapt to the evolving market landscape, particularly in energy storage and solid-state battery development [28][49] - The industry is witnessing a structural improvement with increasing penetration rates in electric vehicles and rapid deployment of energy storage systems across various sectors [21][22]

Core Viewpoint - The Chinese energy storage lithium battery market is expected to experience explosive growth in 2025, followed by a phase of high-quality development in 2026, driven by demand exceeding expectations, price recovery, technological iteration, and innovative business models [3][4]. Group 1: Market Performance and Trends - In 2025, the Chinese energy storage lithium battery market will see a shipment volume of 630 GWh, representing an 85% year-on-year increase, significantly surpassing industry expectations [6]. - Despite the cancellation of mandatory energy storage policies, the independent energy storage market will achieve unexpected growth, marking a new phase of market-driven development [6]. - The demand for energy storage batteries will be primarily driven by power storage, which will account for 84% of the market, with independent energy storage entering the power market and diversifying revenue sources [9]. Group 2: Competitive Landscape - The competitive landscape of the energy storage lithium battery market in 2025 will show a slight decrease in market concentration, with the top ten companies' market share dropping from 95% in 2024 to 90%, indicating increased market vitality [14]. - Mid-tier companies will see significant growth, particularly in large-capacity cells and cost control, with notable performances from companies like Hubei Chuangneng and Penghui Energy, which will double their shipment volumes compared to 2024 [14]. Group 3: Technological Advancements - The industrialization of large-capacity batteries will accelerate, with the second-generation 314 Ah cells becoming mainstream in 2025, and third-generation 500 Ah+ cells being released in small batches [17]. - By 2026, the market share of 500+ Ah large cells is expected to reach 20%, as both leading and emerging companies increase their R&D investments in this area [19]. Group 4: Supply and Demand Dynamics - The demand surge will create a persistent capacity gap, with some companies extending order schedules into the first half of 2026, leading to high capacity utilization rates and premium pricing for certain products [19]. - The industry will see a significant increase in outsourcing as leading battery manufacturers seek to alleviate capacity pressures by collaborating with contract manufacturers [19]. Group 5: Pricing Trends - The energy storage lithium battery supply chain will enter a price recovery phase in 2025, driven by significant increases in raw material prices, such as battery-grade lithium carbonate, which will rise from 58,400 CNY/ton in June to approximately 120,000 CNY/ton by year-end [20]. - The shortage of battery cells will lead to a "high price wins" scenario, with downstream companies accepting price increases to secure capacity, resulting in an average price increase of around 15% for products [20]. Group 6: Strategic Shifts - In 2025, many energy storage lithium battery companies will extend their operations downstream, increasing investments in energy stations and related services to enhance customer loyalty and profitability [21]. - The industry will focus on a comprehensive model of "battery supply + station investment + operation services," laying the groundwork for future value creation [21]. Group 7: Outlook for 2026 - The core themes for 2026 will include ensuring delivery, expanding capacity, differentiating large and small capacity cells, and innovating business models [22][23][24][25]. - The industry will shift from a focus on scale competition to value competition, with technological innovation, operational service capabilities, and global expansion becoming new competitive barriers [26].

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and future economic development [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 300 strategic and cutting-edge technology reports [2][18]. - The expo will focus on popular innovations applicable to various industries, including artificial intelligence, aerospace, smart vehicles, and renewable energy, while addressing five common needs in future industries: advanced semiconductors, advanced batteries, lightweight functionalization, low-carbon sustainability, and thermal management [2][10]. Group 2: Historical Context and Participation - The previous events, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, achieved record attendance with over 35,000 professional visitors from 27 countries and regions, showcasing more than 500 exhibitors [7][36]. - The expected participation for FINE 2026 is over 100,000 professional visitors, with targeted invitations to over 5,000 industry investors to facilitate connections between startups and industry resources [35][37]. Group 3: Thematic Focus and Special Features - FINE 2026 will feature seven specialized thematic exhibition areas, including advanced semiconductors, AI chips, thermal management, and sustainable materials, aiming to present a comprehensive chain of innovation from components to cutting-edge technologies [13][15]. - The event will host over 30 forums with more than 300 renowned experts discussing trends in technology, investment strategies, and advanced manufacturing techniques related to new materials [22][24]. Group 4: Strategic Importance - The expo is positioned as a critical platform for technology transfer and industry innovation, leveraging China's growing influence in sectors like new energy vehicles, photovoltaics, and robotics, which are expected to create significant market opportunities for new materials [10][36]. - The timing of the event in June is seen as a strategic opportunity to capture business prospects for the second half of the year, supported by Shanghai's robust industrial and technological ecosystem [10][36].

文 | 中关村储能产业技术联盟 从"十二五"概念引入，到"十三五"示范培育，再到"十四五"的规模化发展， 新型储能仅 用十余年时间，便完成了从电力系统的"被动配置"到"核心支撑"的历史性跨越。 截 至 2025 年 底 ， 全 国 累 计 新 型 储 能 装 机 规 模 达 到 144 . 7GW ， 占 电 力 储 能 总 装 机 比 重 超 2 / 3 ，新增投运规模达66.4 3GW/ 189.48GWh，能量规模超历史累计总和。这一连串跃动 的数字，不仅标记了中国储能产业快速增长的黄金年代，更叩响了全面市场化时代的大 门。 站在 "十四五"收官与"十五五"启航 的历史交汇点，储能的价值已被重新定义——它不仅 是能源转型的"稳定器"，更是构建新型电力系统的"胜负手"。 值此辞旧迎新之际，中关村储能产业技术联盟特邀 30位来自权威科研机构与头部储能企 业的领袖 ，回顾来时路上的技术突破与模式创新，研判未来变局中的机遇与挑战，汇聚 成这份沉甸甸的 "新春寄语" ，与产业同仁共勉，共同迎接属于储能的市场化春天。 史玉波 中国能源研究会理事长 展望"十五五"，随着电力市场改革的深入，新型储能将进一步规模化发展， ...

Group 1 - Yongtai Technology has terminated the plan to acquire a 25% stake in Shaowu Yongtai High-tech Materials Co., Ltd. from CATL, with stock resuming trading on February 24, 2026 [3] - Haicheng Energy has signed a strategic cooperation framework agreement with KNESS Group to develop a total of 2GWh energy storage projects in Ukraine over the next two years, with the first batch of approximately 400MWh products expected to be delivered in Q1 2026 [4] - Wuhan Chuangneng has signed an investment agreement for an 80GWh new energy battery production project, which will mainly produce power batteries, energy storage batteries, and PACK modules [5] Group 2 - Chuangneng has established over 500GWh of planned production capacity, enhancing supply chain resilience and market responsiveness [6] - EVE Energy has secured a 10GWh large battery system order and has launched a 400MWh power station equipped with EVE's 628Ah storage batteries [7][8] - XINWANDA Power has reached a comprehensive settlement with Weir Electric regarding a previous sales contract dispute, with a payment of 608 million yuan to be made in installments from 2026 to 2030 [9] Group 3 - Guizhou Zhaoke Energy is preparing for mass production of cylindrical lithium batteries, with production expected to start in March 2026 [10] - Anhui Guozhi has officially taken control of Sanyuan Group, marking a significant change in ownership for the global leader in lithium battery anode materials, with a transaction value close to 7.2 billion yuan [12][13] - Ruidefeng has signed a strategic procurement framework agreement with Anhui Guokai, with a total expected value of 1.5 billion yuan over five years [14] Group 4 - Mengguli plans to invest 929 million yuan in a project to produce 30,000 tons of lithium-ion battery cathode materials, focusing on high-end products [15] - Jinyu Co. has announced an investment of approximately 1 billion yuan for a high-performance battery aluminum foil project in Yibin, Sichuan [16] - Dingsheng Technology has signed a strategic cooperation agreement with Huineng Technology to enhance collaboration in solid-state batteries and the new energy industry [17] Group 5 - Yanhang Precision has reached an investment cooperation consensus with Jiangsu Yili Technology, focusing on strategic investment in the new energy materials sector [18] - Xiamen Tungsten plans to acquire a 39% stake in Jiujiang Dadi Mining Development Co., with an intention fee of 28 million yuan [19] - Xian Dao Intelligent has officially listed on the Hong Kong Stock Exchange, with a projected net profit of 1.5 to 1.8 billion yuan for 2025 [21] Group 6 - Guangdong Zhuogao New Materials has received approval for a lithium battery anode and cathode coating pilot verification base project, with a total investment of 140 million yuan [22] - Stellantis Group will sell a 49% stake in NextStar Energy to LG Energy, which plans to invest over 4.1 billion USD in a battery manufacturing plant in Ontario, Canada [24][25] - Several automakers, including Geely and Chery, have announced plans to start demonstration work on solid-state battery installations by 2027 [28]