2025-2029年全球锂电池应用市场运行趋势及竞争策略研究报告 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业官微 12月30日晚间， 宁德时代官微宣布，2025年，巧克力换电与骐骥换电分别建成1020座、305座换电 站，超额完成年度目标。 宁德时代表示，这标志着公司在乘用车便捷补能与商用车干线物流两大场景， 同步实现了规模化网络布局，换电服务能力进入全新阶段。 2026年，巧克力换电计划在140多座城市累计建成超3000座换电站，同步启动高速公路网络建设，长期 目标为3万座，并将开放加盟计划；骐骥换电则计划在2026年累计建成900座站，将干线拓展至"五横五 纵"，规划至2030年建成覆盖全国80%干线运力的"八横十纵"绿网。 鑫椤报告预售： 预订电话：18964001371（微信同） 鑫椤会议： 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） END ...

2026年，巧克力换电计划在140多座城市累计建成超3000座换电站，同步启动高速公路网络建设，长期 目标为3万座，并将开放加盟计划；骐骥换电则计划在2026年累计建成900座站，将干线拓展至"五横五 纵"，规划至2030年建成覆盖全国80%干线运力的"八横十纵"绿网。 12月30日晚间，宁德时代官微宣布，2025年，巧克力换电与骐骥换电分别建成1020座、305座换电站， 超额完成年度目标。宁德时代表示，这标志着公司在乘用车便捷补能与商用车干线物流两大场景，同步 实现了规模化网络布局，换电服务能力进入全新阶段。 ...

凤凰网科技讯12月29日，乐道汽车官方宣布，截至12月27日，乐道已增投超4,409块全新电池，整体进 度达成55.11%。至明年1月中旬，将完成超8,000块全新电池包的增投目标，实现电池翻倍。 该计划预计于2026年1月中旬完成，完成后全国换电网络中乐道电池数量将达到此前两倍，以应对2026 年春运期间的换电需求。电池投放将结合各区域用户保有量与换电量进行分配，并优先向北方地区补 充，配合后续上线的85kWh电池灵活升级优惠券，支持用户在冬季按需提升续航。 12月5日，乐道汽车宣布启动全国换电站电池翻倍计划，将向全国换电网络新增投放超过8000块全新电 池包，其中包括4500块85kWh电池包。 ...

2025 对宁德时代来说意义非凡，储能行业重新回暖其大单不断，从上游材料到储能系统的频繁锁单信息，无一不映射出洗牌期后强者恒强的状 态。 起点锂电获悉， 韩国电解液制造商 Enchem 与宁德时代 签署五年供 货 协议， 计划 2026 年至 2030 年 向宁德时代 交付 35 万吨电解液 产品，该合作方案经 Enchem 董事会批准 后于 12 月 24 日 签约仪式 。 本次交易 按当前 估价约 1.5 万亿韩元， 顺利成为 Enchem 自 成立以来最大规模单一客户订单 ， Enchem 也表示 计划在 这单业务 基础上 进一步扩大 供应范围，未来希望为 宁德时代 海外基地供货，并 预计该合同将 在明年 Q2 为公司业绩带来腾飞效应。 宁德时代 这次大单背后所映射出的战略是，在 全球化背景下 ，对 供应商的 需求持续多元化， 竞争逻辑 跳出国内的单纯内卷 ， 迈向更高维 度。 01 2025宁王锁定哪些大单？ 起点锂电经过不完全统计，宁德时代今年储能订单有： 宁德时代 & 思源电气 50GWh 储能订单 12 月 25 日宁德时代官宣与思源电气签署三年储能 合同 ， 总计 50GWh ，双方 董事长共 ...

Group 1 - The core message indicates that CATL's subsidiary, Times Electric, has surpassed 700 chocolate battery swap stations nationwide and has established a presence in 39 cities, aiming to reach 1,000 stations by 2025 [1] - The company plans to build over 2,500 battery swap stations in more than 120 cities across the country by 2026 [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][6][15] Core Views - The company achieved significant growth in H1 2025, with revenue reaching 3.096 billion yuan (up 22.17% year-on-year) and net profit of 110 million yuan (up 66.87%), driven by product upgrades, innovative retail models, and expansion of store numbers [6][9] - The company maintains its profit forecast, expecting net profits of 184 million, 267 million, and 347 million yuan for 2025-2027, with corresponding EPS of 0.4, 0.6, and 0.8 yuan [6][11] Revenue Breakdown - All product categories saw year-on-year revenue growth, with electric bicycle revenue increasing by over 29%. The total revenue from electric two-wheelers was 2.351 billion yuan (up 24.34%), accounting for 92.78% of total revenue [7][8] - Electric bicycle revenue totaled 1.997 billion yuan (up 29.19%), while battery revenue reached 597 million yuan (up 16.50%) [7] Profitability - The company's gross margin improved to 13.56% (up 1.60 percentage points) in H1 2025, benefiting from a higher proportion of high-end products and cost reductions from scaled production [8] - The net profit margin for H1 2025 was 3.56% (up 0.95 percentage points), driven by revenue scale expansion and effective cost control [8] Outlook - The industry is expected to see double-digit growth in overall shipments in 2025, driven by policies encouraging trade-ins. The company is well-positioned to benefit from industry consolidation due to its technological reserves and differentiated positioning [9] - The company is focusing on developing its high-end brand "LYVA" and expanding into the Asia-Pacific and European markets, promoting an intelligent and low-carbon brand image [9]

Core Viewpoint - NIO's CEO Li Bin emphasizes the importance of profitability and self-sustainability for the company's long-term success in the competitive automotive market [2][4]. Group 1: Financial Performance - In 2024, NIO delivered 222,000 vehicles, a 38.7% increase from 160,000 in 2023 [4]. - NIO's revenue for 2024 reached 65.732 billion yuan, up from 55.618 billion yuan in 2023, marking the highest revenue year to date [5]. - NIO's cash reserves stood at 41.9 billion yuan, while sales expenses in Q4 were 4.878 billion yuan, a year-on-year increase of 22.8% [6]. Group 2: Strategic Goals - NIO aims to achieve breakeven in Q4 2025, with a target of over 400,000 vehicle deliveries for the year [3][8]. - The company plans to enhance its product lineup with upgrades to existing models and the introduction of new models, including the flagship ET9 [11][12]. Group 3: Cost Reduction Initiatives - NIO is focusing on improving efficiency through cost reduction strategies, including procurement and technology cost management [18][19]. - The company is implementing a "transparent supply chain" to better understand and manage production costs [21][22]. Group 4: Market Position and Opportunities - The high-end electric vehicle market remains a significant opportunity for NIO, especially with the entry of competitors like Huawei and Xiaomi [27]. - NIO's investment in technology and design has positioned it well to capture market share in the premium segment [26][28]. Group 5: Future Outlook - NIO plans to expand its battery swap station network and aims for international expansion into 25 countries and regions by 2025 [29]. - The company is set to leverage its technological advancements and product offerings to enhance its market position and operational efficiency [30].

Core Viewpoint - NIO and CATL signed a strategic cooperation agreement to develop the world's largest and most advanced battery swapping service network for passenger vehicles, responding to the national strategy for new energy vehicles [1] Group 1: Strategic Cooperation - The agreement aims to leverage both companies' technological, managerial, platform, and brand resources to enhance the battery swapping service network [1] - The collaboration will focus on standardizing battery specifications to promote the sharing of battery swapping networks and improve service accessibility [1] Group 2: Network Development - CATL will support the development of NIO's battery swapping network, with future models under NIO's Firefly brand adopting CATL's battery swapping standards and network [1] - The battery swapping network will operate on a "dual network" model, providing a more convenient and efficient experience for battery swapping users, thereby enhancing the convenience of electric travel [1]