Core Insights - The global energy storage capacity layout is entering an accelerated phase since 2026, with domestic companies focusing on overseas markets [5] Group 1: Investment and Project Details - The Portuguese government signed an investment agreement with six companies, including China Innovation Aviation, on January 20, 2023, with a government subsidy of €350 million (approximately ¥2.853 billion) for the lithium battery factory project [6] - The total investment for the project in Portugal is €2.067 billion (approximately ¥16.852 billion), covering an area of 45 hectares, primarily producing power batteries and energy storage batteries for electric vehicles (EV) and battery energy storage systems (BESS) [6][7] - The project is expected to be fully operational by 2028, achieving a production capacity of 15 GWh of energy storage batteries and creating 1,800 jobs [6][7] Group 2: Economic Impact and Strategic Importance - The project is anticipated to have a significant impact on the Portuguese economy, contributing over 4% to Portugal's GDP when reaching full production in 2028, with plans to expand capacity to 45 GWh [7] - The establishment of this project fills a gap in China Innovation Aviation's energy storage production layout in Europe, enhancing its global capacity network [7] Group 3: Overseas Expansion Strategy - In 2024, China Innovation Aviation established a Pack factory in Thailand, implementing an industrial layout in the ASEAN region, with mass production delivered by 2025 [9] - The company’s production bases now cover key regions both domestically (Chengdu, Wuhan, Changzhou, Jiangmen, Xiamen, Hefei, Meishan) and internationally (Thailand, Portugal) [9] - The Chinese Ministry of Finance and the State Taxation Administration announced a phased reduction in export tax rebates for battery products, with the rate decreasing from 9% to 6% in the latter half of 2026 and completely eliminated from January 2027, making overseas factories a core strategy for energy storage companies to mitigate risks [9]

温馨提示： 投稿/合作/找圈，请联系 行家说Cindy：13609002797（微信同号） 2026年以来，全球储能产能布局进入加速期，国内企业也正持续聚焦海外市场。 据外媒报道，1月20日，葡萄牙政府宣布与中创新航等6家公司签署投资协议，葡萄牙总理蒙特内格罗出席仪式。其中，中创新航的锂电池工厂项目正式获得3.5亿欧 元（约合人民币28.53亿）的政府补贴。 据了解，中创新航的葡萄牙项目位于葡萄牙的 锡尼什工业区 ，总投资额达20.67亿欧元（约合人民币168.52亿），占地面积45公顷，主要生产动力电池和储能电 池，用于电动汽车（EV）及储能系统（BESS）领域。而葡萄牙政府将提供3.5亿欧元（约合人民币28.53亿）补贴，或将有效降低项目初期的投入压力。 该项目早在2025年2月就已举行开工仪式，并被葡萄牙政府授予"国家利益项目"（PIN）地位，足见其在当地产业布局中的重要性。 按照规划，该项目将于2028年全面投运，投产后将形成15GWh的储能电池生产能力，直接创造1800个就业岗位。作为对比，这一产能规模与阳光电源的匈牙利基地 相当，不仅能覆盖欧洲本土日益增长的储能需求，还能借助葡萄牙锡尼什港的物流优 ...