Core Viewpoint - The "Zero Carbon Farm" initiative is being launched in Zhi Mountain Village, Lishui District, aiming to explore carbon reduction in agriculture through the use of biochar organic fertilizers, which enhance soil quality and crop yield while balancing carbon emissions [1][2] Group 1: Project Overview - The project is the first of its kind in the province, focusing on carbon reduction in agricultural activities, which are the third-largest source of greenhouse gas emissions in China [1] - The initiative will involve third-party certification for the "Zero Carbon Farm" [1] Group 2: Technical Insights - The principle of the "Zero Carbon Farm" is to convert waste into biochar, improve soil health, and achieve carbon neutrality in rice production [1] - Application of 750 kg of biochar organic fertilizer per acre can balance carbon emissions from rice paddies [1] Group 3: Economic and Environmental Benefits - Since the implementation of the biochar agriculture model, the organic matter content in the soil has increased by 36.6%, and soil carbon storage has risen by 4.7 tons per hectare [1] - The market price of the selenium-rich rice produced has doubled to 16 yuan per kilogram, and the overall economic benefits of the park have increased by 30% to 40% [2]

Group 1: Ningde Times' Hong Kong Listing - Ningde Times has officially completed its secondary listing on the Hong Kong Stock Exchange, raising approximately 407.6 billion HKD (about 373 billion RMB), setting a global record for fundraising [1][2] - The company issued 155 million shares, accounting for about 3.5% of its total issued shares, at an offering price of 263 HKD per share [1] - 23 institutions participated as cornerstone investors, with Sinopec and the Kuwait Investment Authority each investing 38.7 billion HKD (approximately 35 billion RMB) [1] Group 2: Strategic Focus and Future Plans - The funds raised will primarily be used for the construction of a battery factory in Hungary, with the remaining portion allocated for working capital [2] - Ningde Times aims to position itself not only as a battery component manufacturer but also as a system solution provider and a zero-carbon technology company [2] - The company plans to develop a zero-carbon ecosystem across three areas: global zero-carbon transportation, zero-carbon power systems, and the new energy transformation of traditional industries [2] Group 3: U.S.-China Trade Relations and Battery Exports - Following the Geneva economic talks, the U.S. significantly reduced tariffs on Chinese lithium batteries, with tariffs on electric vehicle batteries dropping to 73.4% and non-vehicle lithium batteries to 40.9% [2][3] - In 2022, China exported lithium batteries worth 15.315 billion USD (approximately 110.2 billion RMB) to the U.S., marking a historical high and accounting for 25% of total lithium battery exports [3] - From January to April 2023, exports of lithium batteries to the U.S. reached 4.475 billion USD (approximately 32.2 billion RMB), reflecting a year-on-year growth of 7.5% [3] Group 4: Major Orders and Market Dynamics - Wanrun New Energy signed a significant contract with Ningde Times to supply approximately 1.3231 million tons of lithium iron phosphate over the next five years, valued at over 42.3 billion RMB, making it the largest order of its kind this year [5] - The current average price of lithium iron phosphate is about 32,000 RMB per ton, and the order is four times larger than a previous agreement between Longpan Technology and LG Energy [5] - The price of battery-grade lithium carbonate has approached 60,000 RMB per ton, with a recent decline of about 10% in one month, indicating a downward trend in the market [6] Group 5: Industry Challenges - The lithium carbonate price has fallen below the breakeven point for many lithium salt manufacturers, leading to potential production cuts or shutdowns among smaller companies [6] - Major lithium companies, including Tianqi Lithium and Ganfeng Lithium, reported net losses last year due to the declining prices of lithium products [6]

Core Viewpoint - Guangxi Yuchai Machinery Group Co., Ltd. (Yuchai) is committed to innovation and green development, showcasing its technological strength and determination to lead in the energy transition through the launch of five new energy products at the National Science Workers' Day event [2][3][18] Group 1: New Product Launch - Yuchai introduced five new energy power products covering various sectors including automotive, engineering machinery, shipping, and emerging low-altitude economy [3][5] - The YCK06H hydrogen range extender is the first commercial application of hydrogen range extender technology in China, achieving zero carbon emissions and designed for urban public transport and short-distance cargo vehicles [5] - The YCY30N gas range extender is tailored for medium and heavy-duty trucks, providing high power while significantly reducing fuel consumption and operational costs [5] - The YCK16LM methanol hybrid powertrain is designed for harsh mining conditions, featuring patented corrosion-resistant technology and a 45% reduction in fuel costs compared to diesel engines [5] Group 2: Technological Advancements - Yuchai is actively preparing for the upcoming National VII emission standards, collaborating with national environmental authorities and OEMs to develop testing prototypes [9] - The company has conducted extensive research to predict potential emission limits and analyze the impact of various technological routes on total cost of ownership (TCO) for users [9] - Yuchai emphasizes a diversified fuel technology approach, exploring economic solutions in the commercial vehicle sector, including hybrid systems that combine traditional engines with new energy sources [9][10] Group 3: Commitment to Innovation - Yuchai views technological innovation as fundamental to its survival and development, maintaining high R&D investment and achieving significant recognition in the industry [13][18] - The company has become a leading brand in the hybrid commercial vehicle sector, transitioning from user hesitation to active collaboration, particularly in non-road and natural gas range extender fields [13][18] - Yuchai aims to become a world-class independent power system supplier, focusing on technological breakthroughs and accelerating the transformation of research outcomes [16][18]

5月30日，珠海冠宇发布两则重要公告，向市场进一步披露近期布局。 据"关于收到上汽大众定点通知的自愿性披露公告"显示， 珠海冠宇于近日收到上汽大众的定点通知，将为其开发和供应汽车低压锂电池，具 体产品供应时间、价格以及供应量以最终签订的供应协议及销售订单为准。 汽车低压锂电池业务是珠海冠宇优势项目和差异化竞争的核心业务，经过前期的投入与深耕，其汽车低压锂电池产品已通过多家车企的体系审 核，先后获得上汽、智己、GM、捷豹路虎、理想、奇瑞、广汽、吉利、Stellantis、奔驰、蔚来等众多国内外头部车企的定点，目前已经陆 续量产供货。 据"关于投资项目建设内容变更公告"显示，珠海冠宇将调整位于重庆市万盛经济技术开发区的高性能新型锂离子电池项目。 该项目于2022年3月披露，原计划由浙江冠宇总投资人民币40 亿元，建设6条高性能新型锂离子电池智能化生产线，形成年产15GWh高性能 新型锂离子电池产能规模。项目占地面积约600亩，主要为储能电池。 动力及储能类业务 业务增长迅速，实现营业收入9.82亿元，同比增长48.70%。其中，汽车低压锂电池和行业无人机电池合计占收入比例为 80.38%，已成为动力类业务的主要增 ...

Core Insights - Shenyang, once known as the "Republic's Eldest Son" and "Oriental Ruhr," is experiencing a transformation in its industrial landscape, leveraging new energy systems to revitalize traditional industries [1][2] - The integration of digital technologies and smart manufacturing is becoming essential for large factories, with a focus on stable power supply to ensure product quality [3][4] - The shift towards renewable energy is evident, with companies like Northern Heavy Industries Group becoming self-sufficient in clean energy and contributing excess power to the grid [6][7] - Shenyang is also advancing in future industries such as new materials, biomedical, artificial intelligence, and new energy storage, with significant projects underway [8] Group 1: Industrial Transformation - Shenyang's industrial electricity consumption remains significant, with industrial usage accounting for nearly 40% of total electricity in early 2025 [1] - The Shengu Group, a key player in the region, is utilizing a digital factory model supported by a health management platform for equipment [2] - The reliance on digital management systems like MES, EAM, and QMS is critical for maintaining production quality in automated environments [3] Group 2: Energy Management and Sustainability - The State Grid Shenyang Power Supply Company is implementing a 5G smart distribution network that can autonomously detect and respond to power supply issues within 75 seconds [4] - Northern Heavy Industries has installed solar panels that generate over 25 million kilowatt-hours annually, significantly reducing carbon emissions [7] - The collaboration between the power supply company and local government aims to enhance energy efficiency and promote renewable energy integration among large industrial users [6][7] Group 3: Future Industry Development - Shenyang is making strides in smart connected vehicles, with a project that integrates intelligent sensing devices for autonomous driving applications [8] - The construction of a high-tech cable tunnel demonstrates the city's commitment to modernizing its power supply infrastructure, ensuring reliable electricity for emerging industries [8][9] - Innovative maintenance practices, including the use of drones for inspections, are being explored to enhance operational efficiency in power supply management [9]

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：宁德时代 5月29日，宁德时代与兰州市人民政府正式签署战略合作协议。 双方将重点围绕新能源电池后 市场建设、全域交通电动化升级及零碳城市生态构建三大领域深化合作， 致力于将兰州打造成 西北地区零碳转型的样板城市。 兰州市市委常委、副市长魏永辉，副市长阮强，与宁德时代监事会主席、区域管理总裁吴映 明，华南区管理总经理丁爱军，区域零碳生态负责人乔鹏飞等共同出席并见证。 兰州作为"一带一路"关键节点城市，不仅是西北重要交通枢纽，更拥有得天独厚的风、光资源 和锂电产业优势。双方将聚焦技术枢纽建设，依托宁德时代全球电池数据与技术积累，携手兰 州高新区打造新能源车电池检测中心，提供电池安全测试、梯次利用等后市场服务。该中心将 形成覆盖西北、辐射中亚的技术枢纽，为"一带一路"沿线新能源产业提供研发支持与人才培 养。 推动全域交通电动化方面，宁德时代将进一步完善兰州充换电网络，以优质产品和服务完善公 交、重卡、客车、二轮车等电动化替代，并探索游轮旅游项目"电动黄河"的创新场景。 双方还将构建零碳城市生态，通过融合光 ...

"与其他园区相比，川崎汽车园区的管理更加智能精细，秘诀就是'源网荷储系统'和'栋级'能碳管理 监控平台。"广东电网公司佛山顺德供电局容桂供电所副所长杨晶伟向记者表示，通过电子大屏， 光伏年上网电量、各生产单元能耗、碳足迹等数据一目了然，为能源管理和成本监控提供决策依 据。 今年2月28日、3月1日，南方电网经营区域新能源单日发电量连续两天创新高，最高达11.5亿千瓦 时，占当日各类型电源总发电量的27%，相当于每用4度电就有超过1度来自"风光"等新能源。 截至今年4月底，南方电网经营区域的新能源装机容量已超过2.2亿千瓦，稳居南方区域第一电源地 位，新能源最大电力渗透率达到56%、发电量占比达到21%。下一步，南方电网将全面应用新能源 功率预测培育计划优先算法，推动分布式新能源日前预测准确率达到80%以上。 随后，调研团一行走进广东顺德首个新能源汽车零部件生产基地——川崎汽车零部件有限公司产业 园区。2024年初，刚入驻容桂战略新兴产业基地的川崎公司正面临扩产转型，南方电网给出了建 设"源网荷储用"五位一体近零碳示范区的方案。 6栋厂房超1.5万平方米的屋顶上，太阳能光伏板耀眼夺目，与白楼、绿树相映成趣。园区 ...

Core Insights - The collaboration among multiple companies aims to advance a 100MW large-scale user-side energy storage project in Liyang, Jiangsu, marking a significant shift in the industry towards deep coordination of third-party resources with industrial user storage and load management [1][2] - The project is expected to save substantial electricity costs annually and reduce carbon dioxide emissions by tens of thousands of tons, contributing to energy conservation and emission reduction in the Yangtze River Delta region [2][3] - The partnership highlights a transition in the virtual power plant sector from asset-based competition to technology-based competition, emphasizing the importance of advanced virtual grid technology [4] Company and Industry Developments - The project involves collaboration between Times SAIC Power Battery Co., Ltd., State Energy Jiangsu Sales Co., Ltd., Zhongji Jiangsu Clean Energy Co., Ltd., and Shanghai Shenqin Xineng New Energy Technology Co., Ltd., with each company playing a distinct role [1] - Shenqin Xineng's platform integrates real-time status of energy storage systems, factory load curves, and grid dispatch signals using AI algorithms for precise optimization control, addressing the challenges of high-precision coordination in industrial scenarios [2][3] - Shenqin Xineng, established in 2023, focuses on energy storage system integration and virtual power plant technology, leveraging partnerships with major enterprises and research institutions to enhance its technological capabilities [4]

科技日报记者 全球第一，这是我国电动汽车、锂电池、太阳能电池"新三样"发明专利拥有量的最新排名。 出口金额同样亮眼。海关总署发布的数据显示，中国"新三样"今年1—4月累计出口金额超过477亿 美元。其中，电动载人汽车为174.6亿美元，锂电池为216.3亿美元，太阳能电池为86.6亿美元。 面对单边主义、保护主义等多重壁垒，中国"新三样"出口总体延续上升态势，彰显出强大的产业韧 性与活力。 近日，科技日报记者深入一线采访调研时感受到，"新三样"产业不断提质升级，不仅改写了全球制 造业的产业分工，更成为引领全球绿色转型的重要力量。 产品升级突破技术天花板 在国际资本舞台，中国电池企业迎来又一个高光时刻。 5月20日，全球动力电池巨头宁德时代新能源科技股份有限公司（以下简称"宁德时代"）在香港联 交所主板挂牌上市。本次港股IPO发行规模预计40亿—50亿美元，成为近年来港股市场规模最大的IPO 项目之一。宁德时代董事长兼CEO曾毓群表示："在全球新能源革命的大趋势下，零碳经济正快速崛 起。宁德时代将成为全球零碳经济的开拓者。" 前不久，在宁德时代首届"超级科技日"上，充电5分钟、续航520公里的第二代神行超充电池 ...

广州塔亮起倒计时、场馆改造紧锣密鼓、开幕式主创团队进驻广东奥体……随着第十五届全国运动会（以下简称"十五运"）举办日期日益临近，作为承担 开幕式及超三分之一竞体项目的赛区，广州这座超大城市正开展各项赛事筹备工作。 5月27日，"高质量发展能源行"网评引导活动调研团来到广州天河体育中心，了解这一十五运重要场馆的升级改造情况，及南方电网助力超大城市大型体 育赛事顺利举办采取的各项保供电举措。 "要确保电力供应万无一失，除了保障电网供电设备的安全运行，还需要场馆用户侧每个用电设备都安全可靠，形成供用电高效协同。"南方电网公司广州 供电局安监部副总经理孙嘉兴表示，此次涉及30座场馆的升级改造，要对设备进行摸底大排查，时间紧、要求高、工作量大。 据介绍，广州供电局应业主方邀约，入驻场馆展开提前部署，对场馆侧供电采用"智能量测终端+分路监测装置+智能电表"的高可靠性计量配置，实现电 气监测全透明全覆盖，"大到输电线路，小到场馆插座，设备状态尽在掌握。" 此外，珠江畔，绿色变电站的玻璃幕墙映照着蓝天，110千伏猎桥变电站宛若"月光宝盒"，让城市电网与花城风貌相融共生；氢能应急发电车、无人机等 50余台绿色装备投入实战；3个 ...