Group 1: Strategic Collaborations - Li Auto and CATL have signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology, aiming to expand domestic and international business and promote battery technology innovation [3] - Ganfeng Lithium has begun trial production and mass production of solid-state batteries in certain vehicle models, and is accelerating the industrialization process in the fields of new energy vehicles and consumer electronics [6] Group 2: Financing and Industry Development - Zhonggu Times has completed a Pre-A round of financing led by Keli Yuan Group, which will be used for the construction of a pilot line for ultra-large capacity solid-state batteries, accelerating the industrialization of solid-state batteries [4] Group 3: Material Procurement and Agreements - Hunan Bobang Shanhua New Materials Co., a subsidiary of Shanhe Intelligent, plans to sign a procurement framework agreement with Gotion High-Tech for the purchase of lithium iron phosphate and ternary lithium battery anode materials, with a total estimated amount not exceeding 117.5 million [6] - Gree has signed a memorandum of understanding with ASCEND ELEMENTS to develop a leading lithium battery recycling industry system in Europe, focusing on resource recovery and battery material remanufacturing [8][10] Group 4: Technological Advancements - Panasonic Energy has announced its commitment to producing all-solid-state batteries, which are considered safer and more efficient than lithium-ion batteries, with plans to apply these in industrial machinery by 2026 [6]

Core Insights - Li Auto and CATL signed a five-year comprehensive strategic cooperation agreement to enhance collaboration in battery safety and ultra-fast charging technology [1] - The partnership aims to expand both domestic and international business while driving battery technology innovation and global layout [1] - CATL will supply high-performance, high-safety, and high-quality battery systems for all Li Auto products, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [1] Company Collaboration - The agreement was signed by key executives from both companies, including Li Auto's CEO Li Xiang and CATL's CEO Zeng Yuqun [1] - The cumulative delivery of Li Auto vehicles equipped with CATL batteries has surpassed 1 million units, with no incidents of thermal runaway due to battery issues [1] - The signing of this agreement represents a deepening of the long-term partnership between Li Auto and CATL, focusing on providing safer, more efficient, and smarter travel experiences for users [1]

Core Views - Ningde Times has signed two significant strategic cooperation agreements with Li Auto and China Huaneng, aiming to enhance battery technology and expand business operations in the electric vehicle and energy sectors [1][2][3] Group 1: Cooperation with Li Auto - On September 18, Ningde Times and Li Auto signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology [1] - Ningde Times will provide high-performance battery systems for all Li Auto products, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [1] - Li Auto has delivered over 1 million vehicles equipped with Ningde Times batteries, with no incidents of thermal runaway due to battery issues [1] Group 2: Cooperation with China Huaneng - On September 17, Ningde Times signed a strategic cooperation agreement with China Huaneng, the second-largest power generation group globally [2] - The collaboration will leverage both companies' strengths in product manufacturing, renewable energy, energy storage construction and operation, scientific research innovation, and nuclear power industry [3] - The partnership aims to contribute to the construction of a new energy system and a new power system in line with national strategic needs [3]

Core Insights - CATL has signed a five-year comprehensive strategic cooperation agreement with Li Auto to deepen their collaboration in battery safety, ultra-fast charging technology, and expand domestic and international business [1][3] - Since 2025, CATL has established deepened partnerships with 10 leading automotive companies, focusing on battery research and development, battery swapping, new material applications, and overseas market expansion [1][6] Partnership Details - The partnership with Li Auto includes collaboration on battery safety, ultra-fast charging technology, and business expansion [2][3] - Other partnerships include collaborations with Geely, Dongfeng Nissan, Honda China, Changan Mazda, NIO, Volkswagen China, BAIC Foton, SAIC Group, and FAW Liberation, covering various aspects of battery technology and product innovation [2][6] Product Development - CATL will provide a range of battery products for Li Auto, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [7] - The sodium-ion battery has an energy density of 175Wh/kg and a pure electric range exceeding 500 kilometers, addressing over 40% of the domestic passenger car market demand [7] Market Position - As of the latest report, Li Auto's total market capitalization is HKD 215.8 billion [5] - CATL's total market capitalization stands at CNY 1.69 trillion [8]

宁德时代称，作为长期合作伙伴，将为理想汽车全系产品提供高性能、高安全、高品质的动力电池系 统，包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等。截至目前，搭载宁德时代电 池的理想汽车累计交付量突破100万辆，且从未出现因电池自身原因导致的热失控事故。（智通财经记 者 贺梨萍） 9月18日，宁德时代与理想汽车签署五年全面战略合作协议。双方将在电池安全、超充技术等方面展开 深度合作，携手拓展国内外业务，共同推动电池技术创新和全球化布局。 ...

截至目前，搭载宁德时代电池的理想汽车累计交付量突破100万辆，且从未出现因电池自身原因导致的 热失控事故。宁德时代始终用创新的电池技术、严苛的安全标准，保障动力电池安全。本次协议的签署 是双方合作的进一步深化，理想汽车将与宁德时代携手并进，共同为用户提供更安全、更高效、更智能 的出行体验。 双方将在电池安全、超充技术等方面展开深度合作，携手拓展国内外业务，共同推动电池技术创新和全 球化布局。作为长期合作伙伴，宁德时代将为理想汽车全系产品提供高性能、高安全、高品质的动力电 池系统，包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等，为理想汽车打造高端智 能电动体验注入核心动能。 9月18日，理想汽车(02015)与宁德时代(03750)签署五年全面战略合作协议并完成授牌仪式。理想汽车董 事长兼CEO李想、总裁马东辉、宁德时代董事长兼CEO曾毓群、市场体系联席总裁韩伟共同出席，理想 汽车供应链副总裁孟庆鹏、宁德时代国内乘用车副总裁王慧代表双方在宁德签署协议。 ...

9月18日，理想汽车与宁德时代签署五年全面战略合作协议并完成授牌仪式。理想汽车供应链副总裁孟 庆鹏、宁德时代国内乘用车副总裁王慧代表双方在宁德签署协议。 双方将在电池安全、超充技术等方面展开深度合作，携手拓展国内外业务，共同推动电池技术创新和全 球化布局。作为长期合作伙伴，宁德时代将为理想汽车全系产品提供高性能、高安全、高品质的动力电 池系统，包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等，为理想汽车打造高端智 能电动体验注入核心动能。 截至目前，搭载宁德时代电池的理想汽车累计交付量突破100万辆，且从未出现因电池自身原因导致的 热失控事故。宁德时代始终用创新的电池技术、严苛的安全标准，保障动力电池安全。本次协议的签署 是双方合作的进一步深化，理想汽车将与宁德时代携手并进，共同为用户提供更安全、更高效、更智能 的出行体验。 ...

智通财经APP获悉，宁德时代(03750)涨近3%，截至发稿，涨2.97%，报520港元，成交额6.38亿港元。 消息面上，据宁德时代官微消息，9月18日，理想汽车与宁德时代签署五年全面战略合作协议并完成授 牌仪式。双方将在电池安全、超充技术等方面展开深度合作，携手拓展国内外业务，共同推动电池技术 创新和全球化布局。作为长期合作伙伴，宁德时代将为理想汽车全系产品提供高性能、高安全、高品质 的动力电池系统，包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等，为理想汽车打 造高端智能电动体验注入核心动能。截至目前，搭载宁德时代电池的理想汽车累计交付量突破100万 辆，且从未出现因电池自身原因导致的热失控事故。 ...

宁德时代（300750）(03750)涨近3%，截至发稿，涨2.97%，报520港元，成交额6.38亿港元。 消息面上，据宁德时代官微消息，9月18日，理想汽车与宁德时代签署五年全面战略合作协议并完成授 牌仪式。双方将在电池安全、超充技术等方面展开深度合作，携手拓展国内外业务，共同推动电池技术 创新和全球化布局。作为长期合作伙伴，宁德时代将为理想汽车全系产品提供高性能、高安全、高品质 的动力电池系统，包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等，为理想汽车打 造高端智能电动体验注入核心动能。截至目前，搭载宁德时代电池的理想汽车累计交付量突破100万 辆，且从未出现因电池自身原因导致的热失控事故。 ...

据悉，双方将在电池安全、超充技术等方面展开深度合作，携手拓展国内外业务，共同推动电池技术创 新和全球化布局。作为长期合作伙伴，宁德时代将为理想汽车全系产品提供高性能、高安全、高品质的 动力电池系统，包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等，为理想汽车打造 高端智能电动体验注入核心动能。 责任编辑：王翔 据据宁德时代官方微信公众号消息，9月18日，理想汽车与宁德时代签署五年全面战略合作协议并完成 授牌仪式。理想汽车董事长兼CEO李想、总裁马东辉、宁德时代董事长兼CEO曾毓群、市场体系联席总 裁韩伟共同出席，理想汽车供应链副总裁孟庆鹏、宁德时代国内乘用车副总裁王慧代表双方在宁德签署 协议。 ...