Group 1 - The core point of the article highlights the signing of a contract for a 120Ah battery cell production project between Penghui Energy and Zhengyang County, which signifies a significant investment and job creation in the region [1] - The total investment for the project is 2.1 billion yuan, covering an area of 120,000 square meters, with an annual production capacity of 13.5 GWh and an expected annual output value of 5 billion yuan, creating approximately 900 new jobs [1] - The first phase of the project, which commenced on January 10, has a total investment of 1 billion yuan, with a daily production capacity of 30,000 small power batteries and 500,000 supercapacitor lithium-ion batteries, leading to an annual production capacity of 1.5 to 2 GWh and an expected annual output value of 1 billion yuan, directly providing 200 jobs [1] Group 2 - The project is noted for its fully automated production line efficiency of 25 ppm, which is considered leading in the domestic industry [5] - The establishment of this project fills a gap in high-end lithium battery production in Zhengyang County, marking the first time this traditional agricultural county has developed a core in the new energy industry [5] - The project is seen as a strategic move for Penghui Energy to seize a competitive advantage while also supporting the local economy and facilitating the transformation of Zhengyang County into a new energy hub [5]

2026 年 2 月 11 日 资料来源：国泰君安期货、同花顺、Mysteel、SMM、Fastmarkets 【基本面跟踪】 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2605合约（收盘价） | 137,340 | 340 | -10,760 | -42,260 | -6,080 | 56,500 | | | | 2605合约（成交量） | 295,231 | -10,090 | -324,311 | -87,082 | -174,248 | 240,532 | | | | 2605合约（持仓量） | 345,989 | 1,918 | -9,781 | -76,444 | -164,885 | 216,498 | | | 盘 面 | 2607合约（收盘价） | 137,520 | 400 | -11,120 | -42,460 | -6,620 | 57,080 | | | | 2607合约（成交量） | 30,388 ...

2月8日，武汉市人民政府与楚能新能源股份有限公司签订武汉楚能二期80GWh新能源电池生产项目投 资协议。 据介绍，武汉楚能二期新能源电池生产项目规划年产能达80吉瓦时，主要生产动力电池、储能电池及 PACK模组。此次签约是楚能深化本土布局、响应全球新能源市场增长的关键战略部署。项目达产后， 将为武汉市新能源产业发展与经济增长注入强劲新动能。 湖北省委常委、武汉市委书记盛阅春表示，新能源产业是全市重点发展的战略性新兴产业，楚能的战略 发展方向与该市的产业发展需求高度契合，双方合作前景广阔、潜力巨大。希望企业加快推进合作项目 落地，深化与在汉单位的多领域、深层次、全方位合作，构建完整的新能源产业生态链，助力武汉高质 量发展和现代化建设。 楚能新能源董事长代德明说，楚能将持续看好武汉、扎根武汉，在新能源电池、智能网联汽车、商业运 营等方面与武汉加大合作，做大做强武汉研发生产基地，帮助武汉新能源与智能网联汽车产业延链、补 链、强链，为武汉高质量发展贡献更大力量。 双方还共同签署《武汉市人民政府楚能新能源股份有限公司框架合作协议》。截至目前，楚能新能源已 高效构建起超过500吉瓦时的规划产能，全面升级供应链韧性、技术转 ...

证券日报网讯2月9日，亿纬锂能（300014）在互动平台回答投资者提问时表示，公司已在固态电池领域 进行技术布局，并做了相关产业规划。2025年9月，公司固态电池研究院成都量产基地正式揭牌，"龙泉 二号"全固态电池成功下线。此次下线的"龙泉二号"为10Ah全固态电池，能量密度高达300Wh/kg、体积 能量密度为700Wh/L，主要面向人形机器人、低空飞行器以及AI等高端装备应用领域。同时，公司前瞻 探索钠离子电池在储能领域的应用，2025年9月，公司首套大容量钠离子电池储能系统在荆门基地成功 并网调试，正式转入商业化运行阶段，标志着公司在新型储能技术领域实现关键突破。此外，亿纬钠能 总部项目动工仪式于2025年12月正式举行，园区建成后将成为国内领先的钠电产业化基地。其中， 2GWh钠电产能将有效填补市场供需缺口，推动储能、AIDC等场景规模化应用，助力降低新能源产业 对锂资源的依赖。 ...

Group 1 - Jinwei Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million yuan, which will become a wholly-owned subsidiary and included in the consolidated financial statements [2] - Mengguli intends to invest 929 million yuan to build a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, expected to produce 5,000 tons of high-voltage cobalt acid lithium, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials [2] - Xiamen Tungsten plans to acquire 39% equity of Jiujiang Dadi Mining, which will help increase mineral resource reserves and improve raw material self-sufficiency [3] Group 2 - Andavil's subsidiary received EASA certification for its aviation kitchen plug-in products, marking compliance with European aviation safety standards [2] - CIMC Vehicles disclosed that the US ITC made a preliminary ruling on anti-subsidy and anti-dumping investigations regarding Van-Type Trailers, indicating potential damage to the US domestic industry [4] - Source Technology plans to invest approximately 1.251 billion yuan to build a second phase project for the R&D and production of optoelectronic communication semiconductor chips and devices [9] Group 3 - Zhongmin Energy intends to acquire 51% equity of Mintou Pumped Storage for 864 million yuan, with the transaction price based on asset evaluation [10] - Ningbo Yunsheng plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [11] - Wenkai Co., Ltd. won a bid for a landscape project worth 50.8162 million yuan [12] Group 4 - China Merchants Shekou achieved a signed sales amount of 7.674 billion yuan in January 2026 [16] - AVIC Optoelectronics reported a net profit of 2.124 billion yuan for 2025, a year-on-year decrease of 36.69% [17] - Tiankang Bio reported a sales revenue of 392 million yuan from pig sales in January 2026, with a month-on-month increase of 6.23% [18] Group 5 - Poly Developments reported a signed amount of 15.617 billion yuan in January 2026, a year-on-year decrease of 13.31% [19] - Chengtou Holdings reported a net profit of 290 million yuan for 2025, a year-on-year increase of 19.67% [20] - Qianjin Pharmaceutical reported a net profit of 288 million yuan for 2025, a year-on-year increase of 24.74% [21]

文 | 中关村储能产业技术联盟 2月8日，武汉市人民政府与楚能新能源在武汉会议中心签订 武汉楚能二期 80GWh新能源电池 生产项目投资协议。 湖北省委常委、武汉市委书记盛阅春，武汉市委副书记、市长熊征宇与楚 能新能源董事长代德明见证签约。 · 盛阅春对楚能为武汉经济社会发展作出的贡献表示感谢。他说，近年来，武汉城市地位上升、定位拓展、机遇 叠加，发展动力不断增强、发展势能不断积蓄、发展后劲越来越足。当前，全市正深入学习贯彻党的二十届四 中全会精神和习近平总书记考察湖北重要讲话精神，认真落实省委、省政府部署要求，充分发挥"大战略＋高 科技＋好保障＋低成本＋广市场＋优配套"综合优势，加快建设国家中心城市，全力打造"五个中心"，全面建 设现代化大武汉。 新能源产业是我市重点发展的战略性新兴产业， 楚能的战略发展方向与我市的产业发展需求高度契合，双方 合作前景广阔、潜力巨大。 希望企业加快推进合作项目落地，深化与在汉单位的多领域、深层次、全方位合 作，构建完整的新能源产业生态链，助力武汉高质量发展和现代化建设。我们将持续优化营商环境，为企业发 展壮大做好服务保障。 代德明介绍了企业在汉布局情况，感谢武汉市对企业发展 ...

2月8日，永太科技发布公告称，公司拟以发行股份的方式，购买宁德时代所持邵武永太高新材料有限公 司（以下简称永太高新）25%的股权，并募集配套资金。 永太科技计划自2月9日开市起停牌，预计在不超过10个交易日内披露交易方案。2月6日收盘，永太科技 股价报28.77元/股，涨幅达10.02%，总市值为266.2亿元。 【导读】永太科技将获宁德时代入股，计划2月9日停牌前涨停 中国基金报记者 邱德坤 宁德时代拟入股永太科技 进一步绑定新能源材料制造商 公告显示，永太科技与宁德时代已经签署《股权收购意向书》，初步达成了购买资产的意向。 《股权收购意向书》显示，永太科技拟以发行股份的方式，购买宁德时代所持永太高新25%的股权并募 集配套资金。 宁德时代入股永太高新已超4年。天眼查显示，2022年1月12日，永太高新的股东新增宁德时代，持股比 例为25%。 如今，宁德时代借助本次交易将入股永太科技，成为其近期入股新能源材料制造商的新案例。 永太科技是以含氟技术为核心、以技术创新为动力、以智能制造为驱动的含氟医药、植保与新能源材料 制造商，其中锂电池及其他材料类产品主要有锂电池材料、含氟液晶中间体、氟化液等。 宁德时代主要 ...

Core Insights - The CLNB 2026 New Energy Industry Expo will take place from April 8 to 10, 2026, at the Suzhou International Expo Center, featuring over 1,500 exhibitors, 30,000 professional visitors, and more than 200 international procurement teams from over 30 countries [1] Group 1: Exhibition Overview - The expo aims to provide valuable opportunities for attendees to connect with suppliers, projects, and collaboration opportunities in the new energy sector [1] - The event will feature a wide range of displays, including new battery technologies, mining resources, advanced materials, and battery recycling [2][3][4] Group 2: Business Matching Services - CLNB will offer a one-on-one business matching service, connecting exhibitors with selected professional buyers to facilitate in-depth communication and potential partnerships [4] - The event will include a VIP procurement matching session, ensuring targeted outreach to key buyers and decision-makers [4] Group 3: Forums and Discussions - The expo will host multiple forums focusing on global resource dynamics in lithium, nickel, and cobalt, as well as advancements in lithium batteries, solid-state technology, and energy storage [10][11] - The event will also feature discussions on the integration of aluminum and copper industries with the new energy sector, creating a comprehensive ecosystem for industry participants [10][11] Group 4: Group Participation Benefits - Groups of five or more attendees will receive special benefits, including customized services, access to multiple forums, and invitations to gala dinners [6][7] - Group members will also receive commemorative badges and access to presentation materials from the event [7]

证券日报网讯 2月5日，盐湖股份在互动平台回答投资者提问时表示，公司新投入运营的4万吨锂盐一体 化项目目前运行稳定，其能耗指标与资源回收率均优于现有装置。下一步，公司将着力提升资源综合回 收率，推进锂产业产品多元化与高值化发展，持续开展锂吸附剂分离造粒等高收率、低能耗、低碳工艺 研究，为新能源产业发展提供有力支撑。 （文章来源：证券日报） ...

（来源：五道口江湖） 2月3日，证券从业系统已经查不到信达证券首席分析师胡琎心的信息。胡琎心，曾经是西部证券电新行 业联席首席分析师！8月22日，她正式加入信达证券。她具备多年新能源产业工作经验，多年电新行业 卖方研究经验。对风电、电力设备、光伏有着较为深入研究，对风电行业有深刻理解。善于把握市场机 会，挖掘潜力个股，提供有价值的服务。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 不过从8月22日，到现在，还不到半年时间。 ...