观察君注意到，步入TWh时代，大会传递出最新风向，行业竞争已不再只是单纯的产能和技术竞赛，而是一场关乎新能源全产业生态、商业场景和国际竞 争的较量。每一个参与者，都在重新审视自己的定位、实力和未来。 II - WPBC 2025 l 11月13日，A股锂电板块集体暴涨，锂电电解液、锂矿、动力电池、锂电正极、负极、磷酸铁锂、锂电池各指数涨幅均在6.40%以上，人气爆棚，一如11月 12日-13日在四川宜宾召开的2025世界动力电池大会现场的热度—— 曾毓群、朱共山、欧阳明高等行业大佬和专家学者等800余人齐聚长江第一城，探讨动力电池之新视野、新生态、新机遇；同期举行的2025动力电池应用生 态展览会上，参展商覆盖全产业链上下游，除了宁德时代（300750.SZ）等电池企业外，储能、新能源汽车、电动船舶、低空经济等细分领域展区也展出各 类应用场景和生态，热闹非凡。 高人气背后，是行业发展的蓬勃：工信部数据显示，中国动力电池装机量从2020年的63.6GWh跃升至2024年的548.8GWh，占全球总装机量的61.3%。且国际 能源署报告显示，2024年全球电动汽车电池年需求量首次突破1太瓦时大关。 当然，大会第四 ...

11月12日，2025世界动力电池大会在四川宜宾正式拉开帷幕，这场由四川省人民政府主办、宜宾市人民 政府等单位承办的行业盛会，以"新视野·新生态·新机遇"为主题，中国科学技术协会主席万钢、宁德时 代（300750）董事长曾毓群、赛力斯（601127）创始人张兴海、协鑫控股董事长朱共山等业内专家作主 题发言。 此次大会突出科技创新引领、动力电池产业建圈强链、关联产业融合发展，将进一步促进机遇共享、优 势互补、合作共赢，助力全球动力电池产业高质量发展。证券时报记者了解到，2025年前三季度中国动 力（600482）电池销量同比增长48.9%，全固态电池有望于2030年小批量装车；此外，180个绿色新能 源项目现场，签约总金额达861亿元。 加速迈入"全域增量时代" 大会开幕现场，多组反映产业运行态势的核心数据同步披露，凸显中国动力电池产业的全球领先地位。 当前，我国的动力电池产业规模已经连续8年稳居世界第一，无模组电池包、电池底盘一体化等一些关 键技术也陆续实现了零的突破，并进入市场应用。 据中国科学技术协会主席万钢介绍，今年前三季度，中国动力电池销量达到786GWh，出口量超过 129GWh，分别同比增长48. ...

三江潮涌，动能澎湃。11月12日，以"新视野·新生态·新机遇"为主题的2025世界动力电池大会在四川宜宾隆重开幕。大会由四川省人民政府主办，宜宾市人 民政府、四川省经济和信息化厅、工业和信息化部装备工业发展中心共同承办，汇聚全球行业精英，共绘动力电池产业高质量发展新蓝图。 开幕大会上，顶尖专家与行业领袖齐聚，智慧交锋，共同擘画产业未来。第十三届全国政协副主席、中国科协主席万钢强调，需加强多元化创新、智能化赋 能及国际合作，以提升产业可持续发展能力。工业和信息化部副部长辛国斌提出将通过强化战略引领、拓展应用场景、健全治理体系及坚持开放共赢，开创 产业发展新局面。 行业风向标企业宁德时代的董事长曾毓群在题为"推动新能源产业加速迈入'全域增量时代'"的主旨演讲中直言，产业正从高速度转向高质量，从局部突破迈 向全域增量。他从技术突破、场景拓展、模式创新及零碳生态"四个维度"勾勒出更广阔、更系统的增长时代。他特别指出，面对全球能源转型的艰巨任务， 产业必须坚持高质量发展，加速迈入"品质时代"。 中国华电集团有限公司党组书记、董事长江毅则聚焦新型储能，强调其在能源绿色低碳转型中的关键角色。他建议强化长时储能、构网型储能等 ...

"我们量产的第四代磷酸铁锂电池，在高比能、长寿命、高功率方面，全面领先行业主流的第二代、第三代产品。在此基础上，我们的第五代产品近期已 经开始量产，在能量密度和循环寿命上实现了新突破。"宁德时代董事长曾毓群说。 11月12日，2025世界动力电池大会在四川宜宾举行，曾毓群的讲话再次成为关注焦点。曾毓群表示，十多年的积累让品质成为宁德时代最重要的标签，但 高比能不是终点，而是新的起点。面对全球新能源产业转型的艰巨任务和日益激烈的竞争，产业要坚持高质量发展，加速进入"全域增量时代"。 宁德时代全固态电池进度处于行业前列 在技术突破方面，曾毓群介绍，宁德时代在材料与结构创新上持续深耕。目前，宁德时代量产的第四代磷酸铁锂电池，在高比能、长寿命、高功率方面， 全面领先行业主流的第二代、第三代产品。在此基础上，近期，宁德时代的第五代产品已经开始量产，在能量密度和循环寿命上实现了新的突破。 曾毓群介绍，宁德时代在三元体系电池上保持着长期领先，已在宁德时代麒麟、骁遥等电池中广泛应用。2025年推出的"钠新"钠离子电池，有效降低对锂 资源依赖，更安全、更低碳，并解决了低温性能痛点，为北方高纬度地区的新能源车普及提供了新路径。 ...

Core Insights - The company has achieved significant advancements in battery technology, particularly with the mass production of its fourth-generation lithium iron phosphate batteries, which outperform mainstream second and third-generation products in energy density, lifespan, and power [1][3] - The fifth-generation product has recently begun mass production, achieving breakthroughs in energy density and cycle life [3] - The company emphasizes the importance of high-quality development and innovation in both technology and business models to adapt to the global energy transition and competitive landscape [1][4] Technology Advancements - The company maintains a leading position in ternary battery systems, widely applied in its Kirin and Xiaoyao batteries [3] - The upcoming "sodium-ion" battery, set to launch in 2025, aims to reduce reliance on lithium resources, enhance safety, and improve low-temperature performance, providing new pathways for electric vehicle adoption in northern regions [3] - The "Xiaoyao" dual-core battery allows for customizable battery solutions, catering to individual user needs [3] Business Model Innovation - The company is promoting a "vehicle-battery separation" model, transforming batteries from products into services [4] - The "Chocolate Battery Swap Alliance" has established a presence in over 40 cities, with plans to build 1,000 battery swap stations by the end of the year [4] - A collaboration with JD.com and GAC has led to the launch of a new vehicle that utilizes the latest high-temperature resistant battery technology, enhancing safety and longevity [4] Market Expansion - The company's batteries are expanding beyond passenger vehicles into commercial vehicles, electric ships, and electric aircraft [5][6] - In the commercial vehicle sector, the penetration rate of new energy heavy trucks has reached a historical high, with the company's Tianxing battery becoming the preferred choice for pure electric heavy trucks [6] - Nearly 900 electric ships equipped with the company's batteries are operational, and the company is involved in developing China's first pure electric passenger ship and a battery swap project for cargo ships [6] Sustainability Initiatives - The company is actively working on a zero-carbon ecosystem, integrating wind, solar, and storage solutions to create zero-carbon industrial parks [8] - It leads the formulation of national standards for battery recycling, achieving a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5%, both among the highest globally [8] - The company plans to launch a "Global Energy Circular Economy Plan" in Europe by 2025, collaborating with global partners to promote circular economy transformation [9]

Core Insights - The 2025 World Power Battery Conference serves as a significant platform for discussing the future of energy transition and industry development, highlighting the achievements of the Chinese new energy industry over the past decade and the role of CATL in this transformation [1][3]. Summary by Sections Industry Growth and Achievements - Over the past decade, the Chinese new energy industry has experienced rapid growth, with "new three items" (electric vehicles, lithium batteries, and photovoltaic batteries) becoming key export pillars, contributing over 900 billion yuan in exports in the first three quarters of this year [3]. - CATL's lithium battery exports reached 120 GWh, accounting for nearly 60% of the total lithium battery exports of 200 GWh [3]. - The company has created nearly 150,000 jobs across 13 global production bases, with significant tax contributions of 24.5 billion yuan in the first three quarters, showing substantial year-on-year growth [3]. Technological Innovations - CATL has invested over 80 billion yuan in R&D over the past decade, with more than 15 billion yuan invested in the first three quarters of this year [3]. - The company holds nearly 50,000 patents, making it one of the Chinese enterprises with the most overseas patent applications [3]. - The fourth-generation lithium iron phosphate battery has achieved industry-leading performance, and the fifth-generation product has begun mass production, showcasing advancements in energy density and cycle life [7][8]. Market Expansion - CATL is expanding its battery applications beyond electric vehicles to commercial vehicles, electric ships, and electric aircraft, with nearly 900 electric ships already using CATL batteries [11]. - The company is also involved in developing the first pure electric passenger ship and the first battery swap project for cargo ships in China [11]. Business Model Innovation - The company is promoting a battery-as-a-service model through its "Chocolate Battery Swap Alliance," aiming to establish 1,000 battery swap stations by the end of the year and a global network of 30,000 stations in the future [13]. - The collaboration with JD and GAC on the "National Good Car" leverages the latest high-temperature resistant battery technology, enhancing safety and longevity [13]. Zero-Carbon Ecosystem - CATL is actively working towards a zero-carbon industry by integrating wind, solar, and storage solutions, establishing zero-carbon model parks in various regions [15]. - The company leads in battery recycling, achieving a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5%, the highest globally [15]. - The launch of the Global Energy Circular Economy Plan (GECC) in Europe aims to promote circular economy transformation in collaboration with global partners [15]. Future Outlook - The new energy industry is at a crossroads, transitioning from high-speed growth to high-quality development, with CATL committed to driving the industry into a "full-domain incremental era" [16].

Core Viewpoint - The article emphasizes the significant growth and transformation of the new energy industry in China over the past decade, particularly highlighting the role of CATL in this evolution and its contributions to the global market [3][5]. Group 1: Industry Growth and Contributions - In the first three quarters of this year, the total export value of the "new three items" (electric vehicles, lithium batteries, and photovoltaic batteries) exceeded 900 billion RMB, with lithium batteries contributing nearly 400 billion RMB, accounting for over 40% [3]. - CATL exported 120 GWh of lithium batteries, representing nearly 60% of the total export volume of around 200 GWh [3]. - The company has created nearly 150,000 jobs across its 13 global production bases, with the Yibin base employing 30,000 people and expected to exceed 50,000 in the future [3]. Group 2: Technological Innovations - CATL has made significant advancements in battery technology, including the mass production of its fourth-generation lithium iron phosphate batteries, which lead the industry in high energy density, long lifespan, and high power [7]. - The introduction of the "sodium-ion" battery reduces reliance on lithium resources and addresses low-temperature performance issues, providing new pathways for electric vehicle adoption in northern regions [8]. - The company is also at the forefront of all-solid-state battery research and industrialization [9]. Group 3: Market Expansion - CATL is expanding its battery applications beyond passenger vehicles to commercial vehicles, electric ships, and electric aircraft, with nearly 900 electric ships already equipped with CATL batteries [12]. - The company is involved in developing the first pure electric passenger ship and the first battery swap project for cargo ships in China [13]. - CATL's two-ton eVTOL has completed multiple flight validations, showcasing new possibilities for electric-powered transportation [13]. Group 4: Business Model Innovation - The company is promoting a battery-as-a-service model through its "Choco Battery Swap Alliance," which aims to establish 1,000 battery swap stations by the end of the year and eventually 30,000 globally [15]. - The collaboration with JD and GAC to launch the "National Good Car" is based on the latest high-temperature resistant battery technology, enhancing safety and longevity [15]. Group 5: Zero-Carbon Initiatives - CATL is actively working towards a zero-carbon energy system by integrating wind, solar, and storage solutions, establishing zero-carbon model parks in various regions [16]. - The company leads in battery recycling, achieving a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5%, the highest globally [16]. - The launch of the Global Energy Circular Economy Plan (GECC) in Europe aims to promote circular economy transitions in collaboration with global partners [16]. Group 6: Future Outlook - The new energy industry is at a crossroads, transitioning from high-speed growth to high-quality development, with CATL poised to lead this shift towards a more expansive and systematic growth era [18].