Core Viewpoint - The development of renewable energy in Gansu Province is accelerating, with significant projects like the world's first "dual-tower one machine" solar thermal power station, contributing to the province's transformation into a major renewable energy and equipment manufacturing base under the "14th Five-Year Plan" [1][2][3]. Group 1: Renewable Energy Projects - The "dual-tower one machine" solar thermal power station in Gansu features a unique design that enhances solar concentration efficiency by approximately 24%, increasing power generation capacity [2]. - Gansu's total installed renewable energy capacity reached 64.37 million kilowatts by the end of 2024, with 40.67 million kilowatts added since the start of the "14th Five-Year Plan," equivalent to building 1.8 "Three Gorges Hydropower Stations" [3]. Group 2: Infrastructure Development - Gansu is enhancing its high-voltage transmission infrastructure, with projects like the ±800 kV Qilian converter station, which has been operational since 2017 and has transmitted nearly 200 billion kilowatt-hours of electricity to Hunan, significantly reducing coal consumption and carbon emissions [5][6]. - The province is expected to establish four high-voltage transmission corridors by the mid-point of the "15th Five-Year Plan," with annual electricity transmission projected to reach 1,600 billion kilowatt-hours [6]. Group 3: Economic and Ecological Benefits - The growth of the renewable energy sector is transforming Gansu's resource and location advantages into economic and ecological benefits, with local manufacturing of wind turbine components significantly reducing logistics costs [7]. - Innovative projects like the photovoltaic sand control initiative in Wuwei are combining renewable energy generation with ecological restoration, showcasing the dual benefits of renewable energy development [8].

Core Viewpoint - Recently, Haimuxing Laser Technology Group Co., Ltd. announced the acquisition of a new invention patent for a "Lithium Battery Assembly Production Line and Assembly Method," which will be officially authorized on April 1, 2025 [1][3]. Group 1: Patent and Technology - The new patent involves innovative technology for lithium battery assembly production lines, featuring unique designs including fixture conveyor lines, shell entry tooling, and welding tooling [3]. - The production line's design allows for precise positioning and clamping of batteries during different stages of the assembly process, ensuring high stability and uniformity throughout the assembly [3]. - The core of this patented technology lies in the use of various mechanisms to provide positional constraints at different stages of the assembly process, which simplifies the transfer and alignment between workstations and maintains the quality of the final product [3]. Group 2: Company Background and Achievements - Haimuxing Group is a leading global supplier of laser manufacturing equipment, with a diverse business portfolio spanning lithium batteries, photovoltaics, 3C, and medical sectors, serving major clients like CATL, Tesla, and Volkswagen [3][4]. - The company has extensive experience in product development and the integration of laser and automation technologies, having successfully applied over a hundred high-end devices in the lithium battery industry [4]. - Haimuxing Group has received multiple awards for its innovative breakthroughs in the lithium battery sector, including recognition as an advanced technology innovation unit and an advanced equipment enterprise at the 2024 High-Performance Lithium Battery Annual Conference [4].

Core Viewpoint - Jinlihua Electric Co., Ltd. has officially launched its new production line for high-voltage glass insulators, significantly increasing its production capacity and enhancing its competitive position in the market [2][3]. Group 1: Production Capacity Expansion - The newly launched production line will add an annual capacity of 3 million high-voltage glass insulators, doubling the company's existing capacity of approximately 1 million units [2]. - The project aims to optimize the company's production capacity structure and increase the production of high-value-added products, which is expected to improve profitability and average gross margin [2]. Group 2: Business Overview - Jinlihua Electric specializes in the research, production, sales, and related technical services of glass insulators, offering over 100 specifications and models for various voltage levels ranging from 1kV to 1100kV [2]. - The company's main products include glass insulators used for insulation and suspension of conductors in high-voltage, ultra-high-voltage, and extra-high-voltage AC and DC transmission lines [2]. Group 3: Financial Performance - The company anticipates a significant increase in net profit for 2024, projecting between 25.5 million to 36.5 million yuan, representing a year-on-year growth of 232.85% to 376.44% [3]. - The expected profit increase is attributed to strong market demand, leading to higher sales volume and prices for glass insulator products compared to the previous year [3]. Group 4: Strategic Acquisitions - Jinlihua Electric is accelerating its acquisition of hydrogen energy assets, planning to purchase 100% of Beijing Haideli Sen Technology Co., Ltd., which specializes in high-pressure fluid equipment and hydrogen safety equipment [4]. - The company views this acquisition as a key step in expanding its second growth curve and entering the high-pressure fluid equipment sector, which is crucial for its strategy in the renewable energy industry [4].

以下文章来源于孚能科技 ，作者电量满满的 孚能科技 . 专注科技创新，引领能源变革，为美好生活续航。 3、 三星 SDI 将增加中国生产设备采购比例 4、 印度将免除电动汽车电池生产部分所需产品的进口关税 近日， 孚能科技超级软包动力电池解决方案SPS（Super Pouch Solution）获江铃新能源GSE SUV车型定点。 此次定点将搭载SPS磷酸铁 锂体系，标志着SPS的创新实力和硬核性能优势再获主流车企认可 。 双方将依托技术共创机制，整合研发资源与产业化经验， 以SPS创新动 力解决方案为核心，赋能江铃新能源GSE SUV车型开发，充分释放整车在续航、安全快充及驾乘空间等维度的性能潜力 ，为用户打造极致性 能、安全可靠与舒适驾乘体验的电动出行新标杆。 孚能科技SPS集大软包电芯、大软包电池系统、大软包电池制造和直接回收四项创新技术于一体， 是具备 超长续航、超快补能、超高安全、 降本增效、灵活适配、升级迭代 等优势的"六边形战士" ，既能精准契合江铃新能源GSE SUV车型的多元化技术需求，更具备前瞻性技术延 展能力，可支撑整车平台持续迭代升级。这也是 孚能科技SPS继量产供货吉利雷达地平线、第 ...

行业点评 | 有色金属 钴价已突破 25 万元/吨，钴供需结构有望好转 事件：根据 25 年 2 月 21 日由刚果金总理和矿业部长签署的新法规，国有企 业 EGC(Entreprise Generale du Cobalt)成为唯一有权出口所谓手工钴的实 体。2025 年 2 月 24 日，全球最大钴供应国刚果（金）宣布暂停钴出口四个 月，以应对国际市场供应过剩导致的钴价持续低迷。该政策自 2 月 22 日生 效，计划三个月后评估效果并决定是否调整。作为全球钴供应链的核心节点， 刚果（金）此举或引发钴价短期波动，并对中国钴产业链上下游企业形成挑 战与机遇。 截至 3 月 13 日，钴价已达 26.1 万元/吨，较 2 月 24 日涨幅达 64.15%。中 国钴平均价格自 2025 年 2 月 24 日起明显上涨。截至 25 年 3 月 13 日，钴 价在刚果金宣布暂停出口后显著上涨，预计价格将持续提升。2024 年刚果 （金）国内生产总值超 700 亿美元，矿业产值占 GDP 的 30%-40%，是经 济核心支柱，刚果金即使不希望贱卖矿产，也仍需要出口矿物维持国家经济 收入，故我们判断四个月后或将有限地放开 ...

Investment Rating - The report maintains a positive outlook on the renewable energy sector, particularly in solar and wind energy, indicating strong recovery potential in profitability and pricing dynamics [1][6][9]. Core Insights - The government work report emphasizes the development of the renewable energy industry, addressing issues such as "internal competition," the construction of "Shagora" renewable energy bases, and the development of offshore wind power for the first time [1][6][9]. - The solar industry is experiencing a significant recovery in both volume and price, with expectations for continued upward trends in glass and battery cell profitability [1][6][9]. - The wind energy sector is expected to benefit from government policies aimed at stabilizing prices and enhancing project profitability, particularly in offshore wind projects [1][6][9]. - The electric grid sector is witnessing a surge in demand for high-voltage equipment, with significant increases in tender amounts for transmission and transformation equipment [1][6][9]. Summary by Relevant Sections Solar & Energy Storage - The government work report highlights the importance of the renewable energy sector, with new initiatives aimed at addressing structural issues and enhancing supply and demand dynamics [1][6]. - The solar industry is seeing a strong recovery in production and pricing, with expectations for increased output in March [1][6]. - Key components such as glass and battery cells are identified as having the best potential for profitability recovery [1][6]. Wind Energy - The government work report's focus on offshore wind development marks a significant policy shift, indicating a positive outlook for the sector [1][6]. - The report anticipates a return to reasonable pricing levels for wind turbines, driven by policy guidance and market demand [1][6]. Electric Grid - The report notes a record high in tender amounts for grid equipment, with a total of 152 billion yuan for 2025, reflecting a 23% year-on-year increase [1][6]. - The demand for high-voltage products is surging, with specific tenders for 750kV equipment showing substantial growth [1][6]. New Energy Vehicles - The report indicates that the overall sales performance of new energy vehicles in February met expectations, with significant growth in electric vehicle sales [2][12][16]. - The introduction of new models, such as the Galaxy E8 and the Wanjie M8, is expected to enhance market competitiveness [12][13]. Lithium Batteries - The report highlights the impact of increased tariffs on lithium batteries, raising the effective tax rate to approximately 50%, which may affect trade dynamics [2][16]. Hydrogen and Fuel Cells - The establishment of a significant venture capital fund for hydrogen energy is expected to attract substantial investment, enhancing the industry's long-term growth prospects [2][10]. - Policy proposals from the recent national congress indicate a shift towards cost reduction and demand expansion in the hydrogen sector [2][10].

倒计时2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 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 近日，总投资额10.46亿元、年产10万吨的孝义市锂电池电解液添加剂项目，在施工一线抢工期、赶进度，锚定今年投产。 孝义市年产10万吨锂电池电解液添加剂项目，是山西省"三个一批"项目和2024年省级重点工程项目，该项目建成投产后可安排就业岗位350 个，正常运营年销售收入约14.25亿元，年利润总额约3.8亿元，年所得税约8300多万元。 山西领泽新材料科技有限公司总经理李书廷表示，将围绕新能源产业投资67亿元，陆续铺开年产15000吨电子级交联剂项目、年产2万吨电子 级二甲基亚砜等5个项目。项目全部落地建成后，将极大地丰富地方的产业形态，改善产业布局，提升地域经济发展的质量和效益。 据此前报道，该项目由山西领泽新材料科技有限公司在山西吕梁孝义经济开发区精细化工园区建设，项目占地214亩，主要建设包括年产2*3 万吨三乙胺装置、年产2*2000吨碳酸 ...

2月9日，位于杭州湾上虞经济技术开发区的浙江新时代中能科技股份有限公司（中能公司）已 产线全开。 为实现企业的多元化发展，同时根据市场要求，2023年由中能公司全资子公司——浙江中能时 代科技有限公司（中能时代）建设了年产 3 万吨碳酸锂、15 万吨磷酸铁动力电池新材料建设 项目。 目前，项目一期1万吨/年碳酸锂装置已于2024年建成投产，并于2025年1月完成竣工验收报 告，不到一年该项目已创造产值近10亿元。2025年，项目二期——退役磷酸铁锂资源循环与高 值化再生利用项目将投入建设，建成后规模将国内领先，成本优势明显，能有效解决新能源汽 车电池退役与回收的矛盾，助力新能源产业健康稳步发展。 （ 来源：浙江在线 ） 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 圆柱电池巡访： ☆走进国轩高科 ☆走进利维能 ☆走进诺达智慧 ☆走进中泽科技 ☆走进苏州力神 ☆走进睿恩新能源 ☆走进天鹏电源 ☆走进中比新能 源 ☆走进天能集团 ☆走进新能安 ☆走进浙江锋锂 ☆走进华立源 ☆走进鹏辉能源 ☆走进欣旺达锂威 ☆走 ...

圆柱电池巡访： ☆走进国轩高科 ☆走进利维能 ☆走进诺达智慧 ☆走进中泽科技 ☆走进苏州力神 ☆走进睿恩新能源 ☆走进天鹏电源 ☆走进中比新能 源 ☆走进天能集团 ☆走进新能安 ☆走进浙江锋锂 ☆走进华立源 ☆走进鹏辉能源 ☆走进欣旺达锂威 ☆走进深圳中基 ☆走进博力威 ☆走进恒泰科技 圆柱电池论坛： 行业首届圆柱电池技术论坛定档2025年2月28日，深圳举办！ 2 起点锂电 全球领先的锂电产业智库 平 台 服 务 内 容 研究咨询 资本服务 品牌服务 政府服务 量传 论坛 埃会 張昌 数据 调研 融资 IPO 规划 招商 咨询 营销 管 划 盟拉 - 投资 会员 ଭିଲ 画像 政府 顾问 合 作 咨 询 邱先生 189 3802 3176 据厦门海关统计，2024年，我省锂电池出口1191.65亿元，占同期全国锂电池出口总值的27.4%。 自2023年以来，我省锂电池出口连续两年破千亿元，连续18个月居全国首位。 数据显示，欧洲和北美洲是我省锂电池出口的主要市场，2024年我省共对其出口1016.4亿元，占 同期我省锂电池出口总值的85.29%。其中出口美国、德国分别为464.62亿元、393.19亿元，同 ...

值得关注的是，全球范围内，澳大利亚、智利、阿根廷等国家是碳酸锂的主要供应国。澳大利 亚凭借其丰富的锂辉石资源，在全球锂矿供应中占据主导地位。2023年澳大利亚锂精矿产量达 到184.8万吨，同比增长17.5%。该国的 Greenbushes、Pilgangoora等大型锂矿项目，不仅储量 巨大，而且开采和选矿技术先进，能够稳定供应高质量的锂精矿。 近日碳酸锂期货价格出现上涨，1月15日碳酸锂主力期货（LC2505）合约早盘低开高走，盘中 一度上冲至81340元/吨，最终报收于80260元/吨，当日涨幅1.24%。受期货价格上涨影响，现 货价格也出现上涨，碳酸锂（99.5%电池级/国产）报7.7万元/吨，上涨700元，工电碳价差缩 小。 据了解，碳酸锂期货自9月9日创出74650元/吨的低位后，期货价格开启了长达4个半月的震荡 走势，这次异动也引起投资者关注。对此，业内分析表示，临近年底的碳酸锂供需总体平衡， 供应方面中上游挺价情绪高涨。与此同时，下游正极材料企业开工率依旧维持在较高水平，未 出现明显减产现象，这进一步对价格形成支撑。 价格上扬背后 "9月以来，碳酸锂价格经历两次冲高失败后，形成了目前的宽幅震荡 ...