Key Points - The article discusses significant developments in the lithium battery industry, including major projects, new standards, and market trends [2][3][6][8][10]. Group 1: Major Projects - Nandu Power has signed the world's largest semi-solid battery energy storage project with a total capacity of 2.8 GWh, utilizing its self-developed 314Ah semi-solid storage batteries. The project includes three independent storage projects, with capacities of 1.2 GWh in Shenzhen and two projects of 800 MWh each in Shanwei [2]. - Lyten, a US lithium-sulfur battery manufacturer, has expanded its acquisition of Northvolt's core assets, including battery super factories and R&D centers in Sweden and Germany, with the potential to increase production capacity to over 100 GWh [10][11]. Group 2: New Standards - A new national standard for the transportation of lithium batteries, effective February 1, 2026, introduces a three-tier classification system (A, B, C) to enhance risk management and packaging requirements for different battery states, addressing transportation challenges in the electric vehicle supply chain [3]. Group 3: Market Trends - The price of battery-grade lithium carbonate has increased by 2,560 yuan to 74,500 yuan per ton, marking a four-month high, with a cumulative increase of 13,180 yuan over the past 30 days. Similarly, battery-grade lithium hydroxide has risen by 1,520 yuan to 67,500 yuan per ton, also reaching a three-month high [6]. Group 4: Innovations and Research - Fulu New Materials has completed its angel round of financing, focusing on high-performance solid-state battery lithium metal anode materials, aiming to enhance battery energy density and cycle stability [8]. - A breakthrough in solid-state lithium battery technology has been achieved by the China National Nuclear Corporation and Tsinghua University, revealing key defects in traditional single-layer cathodes and providing experimental evidence for uniform lithium concentration distribution [8].

Core Viewpoint - The article highlights the successful signing of a 2.8GWh independent energy storage project order by Nandu Power, marking a significant milestone in the commercialization of solid-state battery technology [1]. Group 1: Project Details - The project consists of three independent energy storage projects with a total capacity of 2.8GWh, including a 1.2GWh project in Shenzhen and two 800MWh projects in Shanwei [1]. - Upon completion, the project is expected to consume over 1 billion kilowatt-hours of renewable energy annually, significantly enhancing the regional grid's capacity to accept renewable energy [1]. Group 2: Environmental Impact - The project is projected to reduce carbon dioxide emissions by approximately 1 million tons each year, contributing to environmental sustainability [1]. Group 3: Technological Advancements - The project represents a major breakthrough for the company in integrating energy storage technology with specific application scenarios, addressing the high safety and lifecycle requirements in large cities like Shenzhen and supporting grid stability in Shanwei, which relies on offshore wind resources [1].