Workflow
新能源产业发展
icon
Search documents
宁德时代百亿级项目“三连投”锁定溧阳高新区
Xin Hua Ri Bao· 2025-11-26 21:26
记者在LY7项目工作群中看到,4月27日晚12时,工作人员还在群里回复"已恢复供电"。当晚施工现场 突遇用电跳闸,工作人员迅速响应,深夜完成抢修。金晓亮说:"施工过程没有任何浪费时间的余地, 一个小意外都可能耽误进度,工作人员必须保持随时作战的状态。" 在确保项目安全与质量的前提下,LY7项目首次采用大规模交叉施工方案,同时创新回填、桩基等施工 工艺,使理论上需要一个半月的施工周期压缩到20—25天。金晓亮说:"项目的顺利交付离不开专业的 管理团队和充足的人员支撑。有了LY7项目施工经验,LY8项目建设时间有望再次刷新纪录。" □ 本报记者 张宇熠 11月26日,江苏时代新能源灯塔工厂LY9项目签约落地,项目总投资额超百亿元。今年以来,宁德时代 持续增资溧阳高新区,LY7投产、LY8开工、LY9签约,实现百亿级项目"三连发"。江苏时代新能源公 司运营总监王文珍说:"目前全球订单已排到2027年,产能供不应求,客户排队等货。" 走进LY7工厂,记者看到,在一条长达500米的智能化产线上,宁德时代旗下尖端产品"麒麟电池"正源 源不断产出。今年8月,LY7项目投产,这座超级工厂创下宁德时代全国同类体量厂房建设最快纪 ...
晋景新能盈喜后盘中一度涨超5% 预计中期营收同比大增约129%
Zhi Tong Cai Jing· 2025-11-19 04:23
Core Viewpoint - Jin Jing New Energy (01783) has issued a positive profit forecast, expecting to turn a loss into a profit with a projected net profit of approximately HKD 12 million to HKD 16 million for the six months ending September 30, 2025 [1] Financial Performance - The company anticipates a significant revenue increase of approximately HKD 567.3 million, representing a 129% growth compared to HKD 248.2 million in the same period last year [1] - Gross profit is expected to rise by approximately HKD 39.8 million, driven by the expansion of reverse supply chain management and environmental services [1] - The reduction in share-based payment expenses is projected to decrease by approximately HKD 30.6 million year-on-year [1] Future Developments - The company is constructing Hong Kong's first power battery processing plant, expected to commence operations in the first half of 2026, with a design capacity to meet the battery processing needs outlined in Hong Kong's 2035 electric vehicle plan [1] - With the acceleration of electric vehicle adoption in Hong Kong and the expansion of the global battery recycling market, Jin Jing New Energy is positioned to benefit from the growth opportunities in the renewable energy sector due to its first-mover advantage and policy support [1]
兆新股份(002256.SZ):拟设立合资公司实施煤矿低浓瓦斯(乏风)销毁及余热综合利用项目
Ge Long Hui A P P· 2025-11-07 10:00
Core Viewpoint - The company, Zhaoxin Co., Ltd. (002256.SZ), has signed a strategic cooperation framework agreement with Yiyang Energy to capitalize on opportunities in the new energy sector, specifically focusing on the comprehensive utilization of low-concentration gas in coal mines [1] Group 1: Strategic Cooperation - The agreement is based on principles of fairness, voluntary participation, mutual benefit, complementary advantages, and long-term cooperation [1] - A joint venture named Zhaoyi Carbon Energy Technology (Hangzhou) Co., Ltd. will be established to focus on the oxidation destruction of low-concentration gas and the comprehensive utilization of waste heat [1] Group 2: Project Details - The joint venture will invest in, construct, and operate the Qianjiaying Coal Mine Low-Concentration Gas Utilization Project and similar projects [1] - The registered capital of the joint venture is set at RMB 10 million, with Zhaoxin contributing RMB 5.5 million for a 55% stake, while Yiyang Energy will invest RMB 4.5 million for a 45% stake [1] - The total investment for the project is capped at RMB 110 million [1]
中国人保集团总裁赵鹏:共探中欧保险创新路径 助力新能源产业发展
Cai Jing Wang· 2025-10-28 14:58
Core Insights - The 2025 Financial Street Forum's China-Europe Insurance Innovation Forum emphasized the theme of "New Intelligence, New Energy, New Future," focusing on technological innovation and collaboration in the insurance sector to support the development of the new energy industry and green low-carbon initiatives [1][2] Group 1: Industry Collaboration - China and Europe are enhancing practical cooperation, particularly in the new energy vehicle sector, leveraging industrial complementarity and strategic consensus [1] - Chinese automotive companies are accelerating localization in Europe through overseas investments and partnerships, while insurance institutions are collaborating closely with automotive firms [1] - Notable collaborations include China Pacific Insurance and AXA Group developing cross-border auto insurance solutions, and Allianz Group partnering with domestic automotive companies for European market initiatives [1] Group 2: Innovation and Development Strategy - China Pacific Insurance is committed to innovation and green development strategies, focusing on the domestic market while also promoting green insurance projects internationally [2] - The company is launching exclusive insurance products for new energy vehicles and advancing digital upgrades across all processes [2] - A new methodology for measuring the environmental benefits of green insurance will be released, contributing to global industry standards [2] Group 3: Future Initiatives - Three key initiatives were proposed: 1. Use technological innovation to enhance industry development, focusing on areas like autonomous driving and battery safety [2] 2. Establish information-sharing mechanisms to improve risk management through collaboration [2] 3. Foster regular exchanges between China and Europe in the insurance and automotive sectors to expand cooperation across various dimensions [2] - The forum serves as a platform for China Pacific Insurance to collaborate with various stakeholders to promote the development of the new energy industry and contribute to a green low-carbon future [2]
马云预言说中了?今明两年或迎来4大变局,建议大家早知早准备
Sou Hu Cai Jing· 2025-10-17 00:55
Group 1: Economic Changes and Consumer Behavior - The Chinese economy has undergone significant changes in recent years, including real estate cooling, internet regulation, consumption upgrades, and industrial restructuring, which have impacted both macroeconomics and individual lifestyles [1] - By mid-2025, the consumer goods market in China is expected to show a structural shift, with high-quality, green, and smart products seeing a sales growth of 15.3%, significantly outpacing the overall retail growth of 6.2% [2] - The rise of middle-income groups, projected to exceed 500 million by 2026, will continue to drive the demand for quality products and services [2] Group 2: Digital Economy Integration - The digital economy in China has reached a scale of 58.3 trillion yuan, accounting for over 40% of GDP, with unprecedented integration of digital technology into traditional industries [5] - New job opportunities are emerging, with over 15 million new positions related to the digital economy expected to be created between 2024 and 2025 [5] - Continuous learning and digital skills acquisition will be essential for maintaining competitiveness in the evolving job market [5][6] Group 3: New Energy Industry Growth - By mid-2025, China's renewable energy generation capacity is projected to exceed 1.4 billion kilowatts, making up 50.2% of total capacity, with the penetration rate of new energy vehicles reaching 35% [7] - The complete energy industry chain is maturing, and by 2026, the total output value of the new energy sector and related industries is expected to surpass 15 trillion yuan [7][9] - Investment in high-quality companies within the new energy sector is recommended for long-term growth potential [7] Group 4: Demographic Shifts and Economic Opportunities - By 2025, the proportion of the population aged 65 and older is expected to reach 20.3%, marking the entry into a "super-aged society," while the birth rate is showing a slight increase [11] - The "silver economy" and "childcare economy" are anticipated to grow significantly, with market sizes projected to exceed 8 trillion yuan and 4 trillion yuan, respectively, by 2026 [11] - Companies should focus on developing specialized products and services for the elderly and infants to meet the growing demand in these sectors [12] Group 5: Strategic Recommendations - Individuals are encouraged to enhance their professional skills and digital literacy to adapt to the changing economic landscape [12] - Investment strategies should be adjusted to include a higher proportion of income-generating assets, such as quality stocks and industry funds, while maintaining liquidity [13] - Emphasizing health management and preventive care is becoming increasingly important as healthcare costs rise [13]
乐道第10万台量产车下线,蔚来十年技术创新成就纯电智造新速度
Qi Lu Wan Bao· 2025-10-15 03:19
Core Insights - The company has successfully achieved the milestone of producing its 100,000th vehicle, with delivery speed ranking second among pure electric new forces in China [1][4] - The rapid growth in production and delivery capabilities signifies the acceleration of the Chinese new energy vehicle industry [4] Production and Delivery - The production capacity for the L90 model is set to reach 15,000 units in October, while the L60 model's capacity is also expected to significantly rebound, leading to record-high delivery volumes for the month [4] - The L60 model has gained the trust of over 70,000 users, ranking third in sales among pure electric mid-size SUVs, and has the highest resale value in its category [4] - The L90 model has achieved a record delivery of 21,626 units within two months, making it the fastest-selling large pure electric SUV [4] Technological Advancements - The company shares a globally leading digital intelligent factory with NIO, featuring the first lightweight body manufacturing platform in China, capable of mixed-line production of aluminum and ultra-high-strength steel [8] - The manufacturing process is characterized by global leadership in full-chain intelligence, flexible craftsmanship, advanced equipment, efficient supply chains, and low-carbon sustainability [8] Service Network - The company utilizes NIO's extensive battery swap network and service centers, with over 400 stores and city showrooms across more than 130 cities in China [10] - A special event titled "Ten Thousand Deliveries" will be held at delivery centers nationwide to celebrate the milestone of 100,000 deliveries [10]
巴彦淖尔市参加大阪世博会“内蒙古日”活动期间举办中日双方经贸文旅交流座谈会
人民网-国际频道 原创稿· 2025-10-10 09:31
Group 1 - The Baotou delegation held a Sino-Japanese economic and cultural exchange meeting in Osaka, Japan, involving over 30 Japanese enterprises and associations [2][4] - The meeting focused on various sectors including trade circulation, financial technology, cultural tourism, education and healthcare, and the development of the new energy industry [2][5] - The event aimed to promote Baotou's investment environment, development advantages, and key industries, fostering mutual understanding and cooperation between Baotou and Japanese entities [5][6] Group 2 - Representatives from Baotou's trade promotion council and government office presented on industrial development and cultural tourism [5] - Initial cooperation intentions were established between participating companies and associations during the discussions [5] - Strategic cooperation agreements were signed during the meeting, indicating a commitment to future collaboration [6]
宁夏再废止一批新型储能项目,共800MW/1.6GWh
Core Viewpoint - The Ningxia Shizuishan Pingluo County has announced the cancellation of several new energy storage projects due to overdue filing documents, totaling 800MW/1600MWh in capacity [2][6]. Summary by Relevant Sections Project Cancellations - A total of four energy storage projects have been canceled in Pingluo County, amounting to 800MW/1600MWh, with the reason being overdue filing documents [2][6]. - Previously, on August 22, four additional energy storage projects were also canceled in the Dabaokou District of Shizuishan City, totaling 650MW/1800MWh, with three projects canceled for the same reason and one due to the investment entity's withdrawal [2][6]. Specific Project Details - The canceled projects include: 1. Ningxia Hanguang New Energy Co., Ltd. with a capacity of 200MW/400MWh, investment of 80 million yuan, canceled due to overdue filing [4][8]. 2. Ningxia Kunyin New Energy Technology Co., Ltd. with a capacity of 200MW/400MWh, investment of 80 million yuan, canceled due to overdue filing [4][8]. 3. Shizuishan Jian Sen Energy Technology Co., Ltd. with a capacity of 200MW/400MWh, investment of 60 million yuan, canceled due to overdue filing [4][8]. 4. Beijing Jixing Smart New Energy Co., Ltd. with a capacity of 200MW/400MWh, investment of 60 million yuan, canceled due to overdue filing [4][8]. Regulatory Context - The cancellations align with the requirements outlined in the "Notice on Promoting Healthy Development of Energy Storage" issued by the Ningxia Development and Reform Commission, which states that projects not commenced within two years of filing automatically lose their approval [6].
海博思创酒泉公司成功跻身甘肃省民营企业百强
海博思创· 2025-09-29 06:56
Core Viewpoint - The article highlights the recognition of Haibo Sichuang (Jiuquan) Engineering Technology Co., Ltd. as one of the top 100 private enterprises in Gansu, ranking 10th, which reflects the company's innovation capabilities and its deep-rooted development in the region [1] Group 1: Company Achievements - Haibo Sichuang's Jiuquan company has achieved rapid growth, reaching full production in less than a year, showcasing the "Jiuquan speed" supported by local government [1] - The company has become a leading enterprise in the Jiuquan renewable energy equipment manufacturing industry, indicating successful integration with Gansu's energy sector [1] Group 2: Industry Context - The recognition is attributed to strong support from Gansu's renewable energy policies, as the city aims to build a "billion-kilowatt-level world clean energy valley" [1] - Ongoing ultra-high voltage projects like "Long Electric into Zhejiang" and "Long Electric into Sichuan" are enhancing local renewable energy consumption and export capabilities, presenting new opportunities for the Jiuquan renewable energy industry [1] Group 3: Future Plans - Haibo Sichuang plans to increase R&D investment and expand energy storage application scenarios [1] - The company aims to deepen cooperation with local governments to support renewable energy consumption in the Hexi Corridor and contribute to the national strategy of "West-to-East Power Transmission" [1] - Haibo Sichuang is committed to continuously releasing innovative vitality to inject new momentum into the high-quality development of the regional renewable energy industry [1]
宁德时代供核心部件 携手华勤落地济宁最大工商业储能项目
鑫椤储能· 2025-09-24 01:43
Core Viewpoint - The collaboration between Huqin Rubber Industrial Group and CATL to establish a 30MW/60MWh energy storage project in Jining is a significant step in enhancing the local renewable energy industry and improving energy efficiency [1][2][3] Group 1: Project Overview - The energy storage project is the largest commercial storage project in Jining, marking a milestone in the region's energy infrastructure [1] - CATL, a global leader in new energy innovation, has a strong market position and technical expertise in the battery sector, with plans for a 160GWh production base in Jining [1][2] Group 2: Benefits for Huqin Group - The completion of the storage project will enhance Huqin Group's photovoltaic power consumption capacity and grid demand response capabilities, supporting efficient energy use and grid operation [2] - The partnership with CATL will provide crucial support for Huqin's industrial upgrade and green development, strengthening its position in the new energy sector [2] Group 3: Benefits for CATL - CATL will supply all key components for the energy storage system, reinforcing its development in Jining and expanding its market presence [2] - The collaboration with Huqin Group will enhance CATL's brand influence and provide stable industrial support in the region [2] Group 4: Impact on Jining's Renewable Energy Industry - The partnership is expected to directly promote the development of Jining's renewable energy industry, facilitating a complete industrial chain from battery production to energy storage applications [2][3] - Huqin's involvement in the new energy project will foster deep integration between the local traditional manufacturing sector and the renewable energy industry, contributing to the establishment of a comprehensive new energy industrial base in Jining [2][3]