Core Viewpoint - The company plans to achieve large-scale delivery of its lightweight power systems and sodium-ion battery products by 2025, indicating a significant milestone in its product development and market strategy [1] Group 1: Product Development - The company's sodium-ion battery products have received certifications from authoritative organizations such as TÜV Rheinland in Germany, UL in the United States, and IEC internationally, showcasing their compliance with global standards [1] - Several sodium-ion battery products have also passed international transport certifications, including the UN38.3, which is essential for exporting to overseas markets [1]

每经AI快讯，有投资者在投资者互动平台提问：请问公司海外产能布局怎么样？ 派能科技（688063.SH）1月15日在投资者互动平台表示，2025年上半年，由公司与意大利公司Energy S.p.A.共同投资建设的公司首座海外工厂开业仪式在意大利举行，用于制造公司储能产品。双方深度融 合研发技术实力、本地市场洞察、本地运营服务经验，优势互补，共同打造更具竞争力的储能产品和方 案，为欧洲市场提供更具创新性的储能方案，为欧洲的能源转型贡献力量。 （文章来源：每日经济新闻） ...

格隆汇1月15日丨派能科技(688063.SH)在互动平台表示，固态电池是锂电池技术的重要发展方向，公司 正在开展全固态电池的研究工作，并将持续关注相关领域，未来将根据行业及公司实际情况进行规划。 目前，固态/半固态电池相关研究及业务，对公司整体经营业绩没有重大影响。 ...

格隆汇1月15日丨派能科技(688063.SH)在互动平台表示，公司目前产品暂未涉及太空光伏相关领域。 ...

证券代码：688063 证券简称：派能科技 公告编号：2026-001 上海派能能源科技股份有限公司 关于持股 5%以上股东部分股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: 截至 2026 年 1 月 13 日，上海派能能源科技股份有限公司（以下简称"公 司"）股东派锂（宁波）创业投资合伙企业（有限合伙）（以下简称"融科创投"） 持有公司股份 18,486,073 股，占公司总股本的 7.53%。 | 持股比例 | 7.53% | | --- | --- | | 剩余被质押股份数量 | 9,048,823 | | 剩余被质押股份数量占其所持股份比例 | 48.95% | | 剩余被质押股份数量占公司总股本比例 | 3.69% | 二、累计质押股份情况 截至 2026 年 1 月 13 日，融科创投累计质押股份情况如下： 上述质押事项如若出现其他重大变动情况，公司将按照有关规定及时履行信 息披露义务。 融科创投本次解除质押股份数量为 9,437,250 股，本次解除质押完成后， 公司股东 ...

21智讯1月14日电，派能科技公告，公司于近日收到股东融科创投的通知，获悉其所持有公司的部分股 份在中国证券登记结算有限责任公司办理了解除质押手续。融科创投本次解除质押股份数量为9,437,250 股，占其所持股份比例的51.05%，占公司总股本的3.85%。本次解除质押后，融科创投累计质押公司股 份9,048,823股，占其持股总数的48.95%，占公司总股本的3.69%。 ...

Core Viewpoint - The sodium-ion battery and materials industry is expected to experience rapid growth in 2025, driven by global energy transition and lithium resource price fluctuations, transitioning from the R&D phase to industrialization [1] Production and Market Overview - In 2025, China's sodium-ion battery production is projected to reach 3.45 GWh, nearly doubling from 1.76 GWh in 2024 [1] - The energy storage sector will dominate downstream applications, accounting for 52%, followed by light-duty power (20%) and start-stop applications (17%), with the power sector representing less than 10% [1] Technical Route and Pricing - By 2025, the polyanion (NFPP) route will establish a dominant position, comprising about 70%, while the layered oxide route will drop from 72% in 2024 to 28% [3] - Sodium battery prices are expected to trend downward, with layered oxide products priced higher than polyanion products. The average price for layered oxide cells is between 0.55-0.6 yuan/Wh, while NFPP cells range from 0.45-0.55 yuan/Wh [5] Market Segmentation Energy Storage Market - Major sodium-ion energy storage system projects are concentrated in regions like Hubei, Yunnan, Guangdong, Guangxi, and Shanghai, with prices dropping from approximately 1.3 yuan/Wh at the beginning of the year to below 0.7 yuan/Wh by Q4 [8] - Sodium-ion batteries are expected to gradually replace lead-acid batteries in data centers and communication base stations, with higher acceptance in overseas markets, particularly Europe [8] Light-Duty Power Market - The light-duty power sector will account for 20% of the downstream market in 2025, with sodium-ion batteries being adopted by several electric two-wheeler manufacturers [10] - The penetration rate of sodium-ion batteries in the small power market is expected to reach 30%-40% due to their low cost and long cycle life advantages [10] Start-Stop Battery Market - Sodium-ion batteries are rapidly emerging in the start-stop battery market for vehicles, with nearly 30 battery companies launching sodium-ion start-stop power products [11] - The market size for start-stop batteries is estimated to approach 100 billion yuan [11] Power Market - Progress in the passenger vehicle sector is slow due to low energy density, while commercial vehicles are actively exploring applications [13] - Sodium-ion batteries are expected to find breakthroughs in range-extended and hybrid models where high cycle counts are required [13] Competitive Landscape - The market is dominated by polyanion and layered oxide routes, with leading companies like Vico Technology, Haifida, and Pioneering Technology focusing on polyanion applications [15] - Major players include CATL and BYD in lithium batteries, and new entrants like Zhongke Haina and Qingna Technology in sodium batteries [15] Future Outlook - The sodium-ion battery industry is anticipated to enter a phase of large-scale application in 2026, supported by technological advancements, cost reductions, and policy backing [22] - Energy density and cycle life are expected to improve, with mainstream sodium batteries achieving energy densities of 170-180 Wh/kg and polyanion batteries reaching 110-120 Wh/kg [23] - The cost of sodium batteries is projected to fall below 0.40 yuan/Wh by 2026, enhancing their competitiveness in energy storage and low-speed electric vehicle applications [23]

Group 1 - The CINE2026 (3rd Solid-State Battery and Sodium Battery International Exhibition) will take place from November 6 to 7, 2026, at the Guangzhou Nansha International Convention and Exhibition Center [1][3] - The event will feature over 200 exhibitors, 2000 participating companies, and 20,000 professional attendees [1] - Concurrent activities include the 2026 Starting Point Solid-State Battery Annual Conference and the Sodium Battery Annual Conference, along with the respective award ceremonies [1][3] Group 2 - The exhibition will have various registration fees, including 15,000 RMB for a standard 9 square meter booth and 1,300 RMB per square meter for special construction booths [6] - Participation in the annual conferences will cost 3,188 RMB for VIP attendees and 2,188 RMB for regular attendees [6] - Free admission is available for those who share promotional articles on social media [6] Group 3 - The organizing committee includes multiple contacts for inquiries related to exhibition participation, sponsorship, and media cooperation [7][8] - A list of past exhibitors includes companies such as Jin Na Technology, Tian Neng Sodium Battery, and others, indicating a diverse representation in the sodium battery and solid-state battery sectors [9]

Group 1: Core Functions of Commercial and Industrial Energy Storage - Commercial and industrial users face a dual pricing system for electricity, which includes both energy charges based on actual consumption and capacity charges based on transformer capacity or peak demand [2] - Energy storage systems provide two clear profit paths: peak shaving and demand management, allowing users to reduce electricity costs by taking advantage of price differences between peak and off-peak hours [2] Group 2: Global Commercial and Industrial Energy Storage Market - The global commercial and industrial energy storage market has seen rapid growth, with shipments increasing from 2.0 GWh in 2021 to a projected 25.4 GWh in 2024, supported by favorable policies and market conditions [3] - By 2025, the market is expected to experience explosive growth, with shipments reaching 60.5 GWh, driven by advancements in storage technology and expanding price differentials [3] Group 3: Impact of AI Data Centers on Energy Storage Demand - The exponential growth in demand for AI Data Centers (AIDC) is expected to significantly increase the need for commercial energy storage, as these centers require high power and rapid response capabilities [4] - The energy storage revenue model is anticipated to evolve from single arbitrage to multi-faceted revenue streams, including power regulation and emergency backup services for AIDC [4] Group 4: Technological Developments in Energy Storage - Diverse energy storage technologies are emerging, with sodium-ion and lithium-ion batteries gaining traction due to their high power and fast response characteristics, while flow batteries are becoming important for long-duration storage [5] - By 2030, global commercial energy storage shipments are projected to reach 669.6 GWh, with AIDC applications driving significant market growth [5] Group 5: Future Outlook for Energy Storage - By 2035, commercial energy storage is expected to transition from a cost control tool to a profit-generating center, deeply integrated into industrial operations and energy management systems [6] - The projected shipment volume for global commercial energy storage by 2035 is 1,486.0 GWh, with AIDC applications accounting for a substantial portion of this growth [6] Group 6: Leading Companies in Energy Storage - The top 15 companies in global commercial energy storage system integration for 2025 include Singularity Energy, Sungrow Power, and others, indicating a competitive landscape [7][8]

CINE2026（第三届）固态电池及钠电国际展 一、 展会论坛组织架构 展会 活动 名称： CINE2026（第三届）固态电池及钠电国际展 同期活动： 起点固态电池 起点钠电 起点研究 活动规模： 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 2026起点固态电池年会暨固态电池金鼎奖颁奖典礼 2026起点钠电行业年会暨钠电金鼎奖颁奖典礼 主办单位： 搭建时间： 2026年11月4日-5日 展会时间： 2026年11月6日-7日 （周五、周六） 举办地点： 广州南沙国际会展中心 2楼船厅、广州厅和南沙厅 二、 展会及论坛议程 | 日期 | 具体时间 | 地点 | 具体活动名称 | | --- | --- | --- | --- | | 2026 年 11月6日-7日 | 9:00-17:00 | 广州南沙国际会展中心 2 楼船厅及广州 厅 | CINE2026(第三届)钠电及固态电池国际展 | | 2026 年 11 月 6 日-7 日 | 9:00-18:30 | 广州南沙国际会展中心二楼南沙 AB 厅 | 2026 起点钠电行业年会暨钠电金鼎奖颁奖 典礼 | | 2026 年 11 ...