Core Insights - The rapid development of the new energy industry in Changzhou is creating a "trillion-level" industrial landmark, with significant contributions from electric vehicles and energy storage projects [1][6] - Changzhou's new energy vehicle industry saw a sales revenue exceeding 470 billion yuan, a growth of 9.4%, and a vehicle production increase of 42.3% in the first half of the year [1] - The collaboration within the supply chain is a key factor in the competitiveness of Changzhou's new energy sector, with over 900 automotive parts companies established in the region [2][3] Industry Performance - In the first half of the year, Changzhou's GDP grew by 5.8%, with public budget revenue reaching 40.6 billion yuan, an increase of 1.8% [1] - The power consumption in the industrial sector increased by 4.2%, ranking first in southern Jiangsu [1] Supply Chain Dynamics - Vestas, the world's leading wind turbine manufacturer, has recognized Changzhou Yougu Technology as a major supplier due to its precision manufacturing capabilities [2] - The local supply chain includes over 500 parts manufacturers within a 4-hour radius of Li Auto's production base, enhancing efficiency and reducing costs [2] Technological Advancements - Niu Technologies has achieved significant milestones in electric two-wheeler production, reaching 8 million units in just two months, showcasing rapid innovation in the supply chain [4] - The Huaneng Jintan compressed air energy storage project is being developed to utilize local geological advantages, with 100% localization of core equipment [5] Future Outlook - By 2024, the new energy industry in Changzhou is expected to exceed 850 billion yuan, with vehicle production nearing 800,000 units [6] - The region is positioning itself for future growth, with significant investments in battery production and other new energy projects, aiming to become a "trillion-level" industry by the end of this year [6]

Core Insights - The strategic consultation meeting for the sodium-ion energy storage industry development was held in Jinzhou, attended by a team of nine experts including five academicians, aiming to provide guidance and build a cooperation platform for the industry [1][2] - Jinzhou's government emphasizes the development of the new energy industry as a key part of its "6+1" leading industries, aiming to establish itself as a green energy hub in northern China [1][2] Group 1 - The meeting featured expert opinions on the advantages of vanadium-based sodium-ion battery storage technology for large-scale energy storage and power batteries, providing forward-looking strategic advice for local economic development [2] - Jinzhou is developing a comprehensive new energy storage industry chain led by Beijing Energy Technology Co., which includes material research, battery manufacturing, and energy storage applications, with significant projects already underway [1][2] - The city has a rich mineral resource base and favorable development conditions, which are seen as advantageous for the growth of the sodium-ion energy storage industry [2] Group 2 - The Jinzhou government is implementing the "136921" development strategy to accelerate the construction of a regional central city, which is expected to stimulate the new energy industry and drive overall revitalization [2] - The signing of a consulting recommendation letter by the expert team signifies a commitment to support Jinzhou's long-term development in the sodium-ion energy storage sector [2]

Core Viewpoint - The establishment of the second phase of the Zhejiang XWANDA power battery production base project is a significant step for the company to strengthen its position in the new energy industry and contribute to the development of the new energy sector in Zhejiang [1][3]. Group 1: Project Overview - The second phase of the project has been accepted for environmental assessment, covering an area of approximately 192,750.13 m² and aiming to achieve an annual production capacity of 20 GWh of new energy power batteries [1]. - The first phase of the project, in collaboration with local state-owned assets, aims to build a total production capacity of 50 GWh, with a total investment of 21.3 billion yuan, and will be implemented in two phases [3]. Group 2: Company Background - Zhejiang XWANDA Power Battery Co., Ltd. was established in 2022, located in Yiwu City, Zhejiang Province, and is jointly held by XWANDA Power Technology Co., Ltd. and Zhejiang Yixin Power Battery Co., Ltd., with the latter backed by local state-owned assets [2]. - The project includes various facilities such as research and development offices, lithium battery cell production, modules, testing warehouses, and living quarters, enhancing the company's resilience and sustainable development capabilities in the new energy sector [3].

一座座工厂拔地而起，预示着宁德时代的竞争力一点点在加强。 起点锂电获悉， 4 月 24 日罗源时代一期正式动工。 宁德时代在 该项目 上豪掷 65 亿元 ，计划在 900 亩 的土地上建设出 标准化厂房及 电池生产线， 体量定为 40GWh ，年产值超百亿元。 40GWh 是什么概念？起点锂电经查询后发现，目前规划到此体量的电池基地，正式运转的只有特斯拉上海储能工厂和加利福尼亚储能工厂。 也就是说，该工厂一旦开始运转，宁德时代将甩开其他二线电池厂一大截，形成断崖式领先。 罗源时代 与宁德时代在宁德的总部互为犄角，建成后会形成总部研发与罗源智造遥相呼应的局面，区位优势明显，可进一步提升福州以北地 区的经济活力，形成新的新能源产业集群。 罗源项目审批进展极快，今年 年 1 月 2 日，福州市人民政府与宁德时代 相关人员会晤， 现场进行罗源项目签约 ， 3 月 7 日罗源时代新能 源科技有限公司完成注册登记， 3 月 24 日完成备案登记， 到如今开工仅有一个季度多的时间 。 01 多地开花 除了罗源基地外，宁德时代今年项目相当多。 2 月山东时代基地扩建项目审批意见公示 出炉，拟建设相关 扩建项目， 体量 30G ...

北方换电战略支点浮出水面 2025年，刚刚过去的一个月，动力电池巨头宁德时代在青岛接连注册子公司，引发行业关注。 4月3日，宁德时代在青岛新注册成立时代骐骥新能源科技（青岛）有限公司。新公司注册资本2000万元。其经营范围包含新兴能 源技术研发、新能源汽车换电设施销售、在线能源计量技术研发、合同能源管理、电池销售等多个业务。 而就在3月14日，宁德时代才在青岛成立了时代电服（青岛）科技有限公司，注册资本为500万元，经营范围则包含：新能源汽车 整车销售、电附件销售、换电设施销售、充电基础设施运营等。 齐鲁晚报·齐鲁壹点 尚青龙 作为动力电池领域的龙头企业，宁德时代（300750）的一举一动备受关注。在刚刚过去的一个月内，这家公司接连在青岛注册成 立两家子公司，覆盖换电技术、能源管理、电池销售等核心领域，引发行业广泛关注。专家分析，这一密集动作背后，不仅是宁 德时代对北方市场的战略卡位，更与青岛在新能源的产业布局上形成共振。 宁德时代"接连落子"青岛 值得一提的是，2024年青岛在新能源商用车及专用车制造领域表现十分亮眼。 以一汽解放（000800）为例，2024年一汽解放青岛公司全年生产整车14万辆。其中，新 ...

据了解，此次签约落户的动力电池高值化利用零碳工厂项目，在规划、建设、管理、运营全方 位系统性融入"碳中和"理念，利用园区独有的"轻工+化工"协同发展的产业配套优势，建设年 处理30万吨废旧动力电池"湿法回收和梯次利用"等生产模块。 同时高效利用光伏和储能系统，优化能源结构，助力园区打造新能源产业集群、提升区域循环 经济竞争力。项目全面投产后，可实现年产值超40亿元。 资料显示，百思凯新能源（上海）有限公司是上海天永智能装备股份有限公司的成员公司，专 注于退役磷酸铁锂电池的综合回收利用及磷酸铁前驱体材料生产，长期致力于锂电池材料循环 利用和新能源产业绿色可持续发展。 （ 来源：海融网 ） 倒计时5天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 据江苏淮安工业园区消息，2月19日，百思凯新能源（上海）有限公司动力电池高值化利用零 碳工厂项目签约落户。 活动主题： 聚集新 技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 行业首届圆柱电池技术论坛定档2025年2月28日，深圳举办 ...

一个产业样本。 作者 I 吴琼 报道 I 投资界PEdaily 一个个钠电企业开始来到自贡。 今天（1 2月1 8日）上午，自贡高新区板仓工业园区内，珈钠年产1 0万吨钠电材料项目生产线正式投产。追溯起来，珈钠能源自去年底 决心落地自贡，短短一年时间内相继完成项目签约、开工、建成、投产。据悉，深圳珈钠能源1 0万吨/年聚阴离子正极材料生产基地一 期项目达产后，年产量2万吨，实现产值7亿元。全面建成达产后预计可实现年销售收入约3 5亿元、年税收约1 . 7 5亿元。 如此高效背后，正是自贡招商模式的一缕写照。据自贡市相关工作人员介绍，为加快项目落地投产，自贡通过审批改革、设立专项基 金、政策支持等服务举措，破解产业项目开工慢难题，从而使珈钠项目实现"拿地即开工"。 类似的案例，自贡至今已成功引入兴储世纪、深圳长盈、江苏天钧等企业，签约钠电储能项目3 1个。当越来越多项目汇聚于此，一个自 贡千亿级新能源产业故事也徐徐拉开序幕。 一抹缩影 武大教授带队落地自贡 其实早在一年前，自贡招商团队就已经注意到珈钠能源。 彼时，自贡正全力布局钠电产业新赛道，在招商引资、项目建设、政务服务等方面实施系列措施，希冀通过招引一批新 ...