远景动力暂停位于美国专供宝马的电池工厂，国轩高科美国密歇根工厂停摆，宁德时代此前和福特合作 的电池工厂也被迫按下暂停键（福特方面宣称），和特斯拉合作的"猫王"项目也缩减产能并延期（晚点 LatePost报道），今年初，宁德时代还被美国国防部列入军工企业"黑名单"…… 无独有偶，11月30日晚，光伏组件及储能集成龙头阿特斯发布公告，宣布将剥离其在美国的光伏和储能 制造业务，以应对美国的"One Big Beautiful Bill"（"大而美法案"）。 可见，无论是半导体、AI、生物医药，还是锂电、风光、储能等行业，中国企业都在遭遇全球经济第一 大国，汽车、光伏及储能第二大国的无情反制。 在全球汽车产业加速向电动化转型的历史时刻，锂电池被誉为未来世界的"白色石油"，谁掌控了锂电产 业，谁就将占据了未来世界能源格局的中枢。 然而，就在中国电池企业为全球注入动力的时刻，以美欧为首的西方国家却举起贸易大棒，试图通过产 业政策，提高"中国制造"的成本，以钳制中国动力电池的竞争力。 他敏锐察觉到锂电池的应用前景，随即，他将研究方向从晶体生长转向固体离子学。在那个自行车还是 奢侈品的时代，这为中国锂电池产业的发展带来了火种 ...

Core Insights - The forum focused on sustainable industrial paths in the AI era, highlighting the evolution of China's renewable energy industry from product export to a comprehensive approach involving industrial chains and ecosystems [1] Group 1: Company Strategy - GCL-Poly Energy, represented by its Executive Vice President Hu Zeyi, discussed the transition of the Chinese photovoltaic industry over the past 20 years, emphasizing the company's early involvement in raw material R&D and market application [2] - The company has entered a new phase of overseas expansion, focusing on technology export and integration, having previously acquired third-generation photovoltaic technology, which strengthens its competitive position in the global market [2] - GCL-Poly plans to establish a new operational framework overseas during the 14th Five-Year Plan, aiming for a dual circulation model that promotes domestic and international market synergy [2][3] Group 2: Supply Chain and Risk Management - GCL-Poly adopts a "multi-region, multi-node, localized" supply chain strategy to mitigate reliance on single markets, leveraging bilateral agreements with countries along the Belt and Road Initiative [3] - The company enhances local integration through community projects, such as the "Light Project" in Ethiopia, to create a stable operational environment [3] - Future strategies will focus on enhancing core competitiveness and brand influence while systematically addressing external risks to build a world-class international operational system [3]

协同发展 冬日的龙蟠科技南京润滑油生产基地内，一排排标注着"赞比亚"字样的产品整装待发，即将踏上远赴非洲的旅程；而在东南亚的印尼，龙蟠锂源工厂 的智能化生产线高速运转，一批批磷酸铁锂正极材料正被源源不断地生产出来，准备运往各地。 这两个相隔千里的生产场景，展现出龙蟠科技全球化布局的核心脉络。从新能源材料的全球化产能布局，到润滑油产品的本土化市场渗透，龙蟠科技 凭借两大核心业务，深度参与中国汽车产业链的全球竞合，走出了一条细分领域企业协同中国汽车产业链出海的特色路径。 构建海外产能护城河 在龙蟠科技的全球化版图中，新能源材料业务是龙蟠科技的增长核心。9月15日，龙蟠科技旗下孙公司亚太锂源与全球动力电池领军企业宁德 时代成功签署《磷酸铁锂正极材料采购合作协议》。根据协议约定，自2026年第二季度至2031年间，锂源亚太及其独资或合资公司将向宁德时代 海外工厂共计供应15.75万吨高性能磷酸铁锂正极材料。此次与宁德时代签订的长期供货协议，不仅为龙蟠科技旗下锂源亚太五年产能消化提供了 坚实保障，也印证了其在磷酸铁锂正极材料领域的技术实力与产能规模已获得全球头部客户的认可，同时也大幅提升了其在海外市场的品牌影响 力。 ...

Core Viewpoint - The article highlights the rapid development of the lithium battery industry chain in Morocco, driven by Chinese companies, which is creating a new growth engine for the global renewable energy sector [1]. Industry Chain Core Projects - Guoxuan High-Tech is investing approximately $6.8 billion to build Africa's first electric vehicle battery super factory in Morocco, with a planned capacity of 100 GWh, starting with 20 GWh expected to be operational by 2026 [3]. - BTR New Materials Group is investing about $849 million in Tangier to establish a factory with an annual production capacity of 50,000 tons of positive materials and 36,000 tons of negative materials, capable of supplying around 500,000 electric vehicles [4]. - Sichuan Yahua is collaborating with LG Energy Solution to invest over $500 million in a lithium hydroxide refining plant, which is expected to create over 430 direct jobs and ensure high-value utilization of local lithium resources [5]. - Zhongwei Co., Ltd. is investing $2 billion in a joint venture with Al Mada to build an NMC, LFP, and battery recycling project in Jorf Lasfar, with an annual capacity to support over 1 million electric vehicles [6]. Strategic Advantages of Morocco - Morocco holds about 70% of the world's phosphate reserves, a key source for LFP battery materials, and benefits from a low-cost production environment, with battery production costs 36% lower than in other countries [8]. - The Moroccan government aims to increase annual automotive production capacity to 1.4 million vehicles by 2030, aligning with the investment plans of Chinese companies [8]. Global Market Layout Strategic Significance - Investments by Chinese companies in Morocco are part of a broader global market strategy, allowing them to bypass trade barriers and access the U.S. market through free trade agreements [10]. - The establishment of a complete battery industry chain in Morocco enables Chinese companies to serve global markets, creating a "Made in Morocco, Sold Globally" model [10]. Industry Chain Coordination Effects - The investments have created a "chain effect," integrating various components of the battery supply chain, which reduces production costs and enhances supply chain stability [12]. - The Moroccan government supports this industry chain development by providing financial backing and facilitating administrative processes, ensuring smooth project execution [12].