1月5日，在湖北兴顺新材料有限公司磷酸铁锂厂， 一条为比亚迪定制打造的生产线已投入试运行。 该产线在原有设备基础上，新增二十余套 除磁装置，进一步提升产品性能，全面响应客户对材料品质的高标准要求。 当前，兴山县正抢抓新能源产业发展机遇，全力推动磷酸铁锂工艺技术升级与市场拓展，加快白果园银钒矿采选、全钒液流电池一体化等项目 落地进程，积极研究和推进飞地项目，着力构建集钒储能与磷酸铁锂于一体的新能源百亿产业集群，为区域高质量发展注入强劲动能。 湖北兴顺新材料有限公司磷酸铁锂厂厂长胡郑磊说："接下来我们将持续加快产品升级，同步加大市场开发力度，重点推进亿纬锂能等头部电 芯企业验证导入工作， 目前吨级样品已通过比亚迪的测试验证，下一步将正式批量供货。2026年计划产销7万吨，产品主要供应比亚迪，从3 月份开始产线基本是持续满产状态。 " 依托兴发集团在磷矿、水电及光伏等领域的资源优势，以及宜都园区兴友公司提供的优质关键原料，湖北兴顺新材料有限公司磷酸铁锂厂形成 了品类齐全、性能优异的产品矩阵。除比亚迪外，公司已与鹏辉能源、智泰新能源、德晋、跃动等多家企业达成稳定合作。未来，公司还将重 点推进与亿纬锂能等行业头部电芯企 ...

1月5日，记者在湖北兴顺新材料有限公司磷酸铁锂厂看到，一条为比亚迪定制打造的生产线已投入试运行。该产线在原有设 备基础上，新增二十余套除磁装置，进一步提升产品性能，全面响应客户对材料品质的高标准要求。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 湖北兴顺新材料有限公司磷酸铁锂厂是兴发集团旗下专注磷酸铁锂正极材料研发、生产与销售的企业，年设计产能达8万 吨。公司产品体系覆盖二代半至四代规格，广泛应用于新能源汽车与储能电站等领域。目前，四代半产品已具备中试量产条件， 五代产品研发也取得阶段性突破，持续以技术迭代领跑行业。 湖北兴顺新材料有限公司磷酸铁锂厂厂长胡郑磊说："接下来我们将持续加快产品升级，同步加大市场开发力度，重点推进亿 纬锂能等头部电芯企业验证导入工作，目前吨级样品已通过比亚迪的测试验证，下一步将正式批量供货。2026年计划产销7万 吨，产品主要供应比亚迪，从3月份开始产线基本是持续满产状态。" 依托兴发集团在磷矿、水电及光伏等领域的资源优势，以及宜都园区兴友公司提供的优质关键原料，湖北兴顺新材料有限公 司磷酸铁锂厂形成了品类齐全、性能优异的产品矩阵。除 ...

科技创新是新能源产业高质量发展的核心驱动力，更是若羌县扩大装机规模、提升产业能级的关键抓 手。若羌县深化与新疆大学西北能源碳中和研究中心的合作，共建若羌能源产业研究院，同步成立若羌 现代产业学院，全力推动产学研深度融合。通过这一系列举措，为新能源发电、装备制造企业提供了坚 实的人才支撑与技术保障，有效加速了技术创新与成果转化，助力若羌新能源产业向着高端化、智能 化、绿色化方向稳步前行，为装机规模的持续增长与产业质效的同步提升注入动力。 如今，驭风逐光的若羌，正以新疆华电巴州百万千瓦风电项目并网为新起点，依托丰富的风光资源、完 善的产业体系、畅通的外送通道与强劲的科技支撑，持续为区域经济高质量发展注入绿色动能。 随着环塔里木750千伏骨干电网全线贯通、"疆电外送"交流三通道全面开工，以及"疆电外送"第四通道 煤电项目、新华若羌抽水蓄能电站进入主体施工阶段，若羌县绿电外送通道更加畅通、电力调节能力大 幅提升，为海量新能源电力消纳与外送提供了坚实保障。 在壮大装机规模的同时，若羌县还同步推进产业链延伸与产业生态完善。近年来，当地以开放姿态精准 招商，成功吸引东方电气（600875）、金风科技（002202）、远景能 ...

（文章来源：证券日报） 证券日报网讯 12月30日，宁波精达在互动平台回答投资者提问时表示，公司致力于新能源产业发展， 在新能源装备/电机/电池壳体/热管理装备/微通道装备等有积极布局，申报有首台套，工信部绿色专 项，宁波市重点研发计划等荣荣誉和项目，聚焦新能源"卡脖子"装备，联合高校/科研院所申报，加速 技术产业化与订单落地。 ...

Key Insights - The global commodity market in 2025 shows a clear divergence, with energy and agricultural prices declining while precious metals (like gold and silver) and industrial metals (like copper) continue to rise and reach new highs. This situation is influenced by changes in global demand, geopolitical tensions, monetary policy adjustments, and the development of the new energy industry. This divergence is expected to persist into 2026, with energy prices anticipated to further decline due to oversupply, while precious metal prices are projected to continue rising [1]. Energy - The global crude oil market in 2025 experienced significant volatility, with Brent crude prices fluctuating between $60 and $70 per barrel by year-end. Geopolitical tensions and policy changes were key drivers of price movements, with prices peaking at $83 per barrel early in the year due to U.S. sanctions on Russia [3][5]. - In the second half of 2025, the market shifted from being geopolitically driven to one characterized by oversupply and weak demand, leading to a downward trend in oil prices. OPEC+ adjusted its strategy from production cuts to phased increases, while U.S. production reached historical highs, resulting in rapid inventory accumulation [5][6]. - For 2026, the oil market is expected to face severe oversupply pressures, with Brent crude prices projected to drop further. Analysts predict a price range of $56 to $60 per barrel, with some forecasts suggesting a potential dip to $51 per barrel in early 2026 [7]. Natural Gas - The global natural gas market in 2025 showed a "high then low" pattern, with prices initially rising due to cold weather and geopolitical factors but later declining as new U.S. production came online and demand slowed in Asia [8][10]. - In 2026, the market is expected to transition from a "tight balance" to "periodic oversupply," driven by increased LNG production from the U.S., Qatar, and Canada. Despite ample supply, demand is projected to rise by 2%, providing some price support [10]. Uranium - The uranium market in 2025 transitioned from "de-bubbling" to "structural support," with prices rebounding from a low of approximately $63 per pound to around $81-83 per pound by year-end. This was driven by renewed demand from nuclear power and AI data centers [11][13]. - For 2026, expectations are for uranium prices to accelerate upward, with forecasts suggesting prices could reach $91 per pound, with some estimates as high as $135 per pound due to increasing demand and supply constraints [14]. Precious Metals - Precious metals experienced a "historic rally" in 2025, with gold prices rising approximately 70% and silver prices soaring over 160%. This was fueled by central bank purchases, ETF inflows, and a low-interest-rate environment [15][17]. - For 2026, major financial institutions predict continued bullish trends for gold, with average prices expected to range from $4,500 to $5,000 per ounce, driven by central bank strategies and concerns over U.S. dollar credit [18][19]. Industrial Metals - The industrial metals market in 2025 was characterized by extreme differentiation, with copper prices reaching historical highs due to demand from AI data centers and global grid upgrades. Copper prices exceeded $12,700 per ton [21]. - In 2026, copper and tin are expected to remain strong, with copper potentially reaching $15,000 per ton, while tin prices may rise to $44,000 per ton due to ongoing supply constraints [28]. Agricultural Products - Cocoa prices fell significantly in 2025 after reaching a peak in 2024, while coffee prices exhibited a high-level fluctuation, with expectations for a return to balance in 2026 as supply improves [25][27]. - For 2026, cocoa is expected to see a surplus of about 150,000 tons, leading to price declines, while coffee prices are projected to drop significantly due to increased production in Brazil and Colombia [29][32].

当晨风掠过松辽平原，巨型风机缓缓转动，银色叶片在天际划出优美弧线，将旷野长风化作流淌的电流；当日头爬上长白山脉，光伏矩阵如蓝色海洋铺展， 千万块电池板尽情捕获阳光，为工厂车间、寻常百姓家输送清洁动能。 数据显示，截至10月末，我省风光发电量占比32%，位列全国第四位，新能源规模大幅增强，产业实现跨越式发展。吉林绿氨、绿醇产能已经达到43万吨， 约占全国"半壁江山"，成为全国最大的绿色液体燃料供应基地。 "风""光"渐入佳境，2025年的吉林，新能源产业以"资源开发+技术创新+机制突破"的协同姿态，推动老工业基地从"一煤独大"向"绿电当家"加速转型，将白 山松水间的资源优势，转化为高质量发展的澎湃动能。 吉林的"风""光"家底，蕴藏在广袤西部的风里、东部山区的阳光中。 作为我国九大千万千瓦级风光发电基地之一，这里的资源禀赋得天独厚——西部白城、松原等地处于大兴安岭与长白山脉间的西南气流通道，年均风速达6- 7米/秒，风机年利用小时数超3000小时；东部山区和中部平原的光伏资源同样亮眼，年均日照时数达2200—3000小时，每一寸向阳的坡地、屋顶，都能成 为"阳光银行"的储蓄罐。 许多吉林能源人笑谈："以前风刮过 ...

新能源集团投资建设秀山二期项目，可以扩大公司在重庆市的影响力和示范效应，实现"以点带面"，为 后续项目开发奠定基础。同时，公司已在西南地区投资建设运营多个项目，建设秀山二期项目有利于公 司构建新能源产业品牌，在西南地区打造新能源百万基地，实现规模化发展，提高运营效率，推进新能 源产业高质量发展。 智通财经APP讯，广州发展(600098.SH)发布公告，为优化公司新能源产业布局，在西南地区打造新能 源百万基地，助推新能源产业高质量发展，公司属下全资子公司广州发展新能源集团股份有限公司(简 称"新能源集团")拟投资建设秀山龙凤坝光伏发电(二期)项目，总投资约为5.83亿元。 ...

这是12月2日在甘肃省玉门市拍摄的戈壁滩上的风电机组（无人机照片）。新华社记者 范培珅 摄在这里不同时期 不同国家生产的"大风车"集聚从0.3兆瓦、 0.6兆瓦到5.6兆瓦、8.34兆瓦这些风机见证了我国风电产业发展从"跟跑"到"领跑"的逆袭之旅 在甘肃酒泉的茫茫戈壁上白色风车矩阵整齐伫立戈壁风起绿电涌动构成一道奇景 这是12月2日在甘肃省玉门市拍摄的戈壁滩上的风电机组。新华社记者 范培珅 摄在甘肃省玉门市有4台体形较小、颜色洁白的300千瓦风机它们被称作"四小 天鹅"20世纪九十年代末"四小天鹅"从国外来到玉门实现并网发电从此拉开了酒泉新能源产业的发展序幕 这是12月2日在甘肃省玉门市拍摄的戈壁滩上的风电机组。新华社记者 范培珅 摄20多年过去了戈壁滩上的风电厂越建越多技术的更迭让风机也在经历着一次 次的变身如今造价更低 规模更大 效率更高全国产化的大型风机在"四小天鹅"的身旁拔地而起 这是12月2日在甘肃省玉门市拍摄的戈壁滩上的风电机组。新华社记者 范培珅 摄甘肃酒泉位于河西走廊的最西端这里是我国风光资源储量最丰富开发条件最 优越的地区之一 这是11月19日在甘肃省酒泉市瓜州县戈壁滩上拍摄的一台风机（无人 ...

甘肃酒泉位于河西走廊的最西端，这里是我国风光资源储量最丰富、开发条件最优越的地区之一。行走在这里，随处可见矗立 在戈壁滩上的一座座 "大风车"。 记者：范培珅 马莎 任延昕 新华社音视频部制作 【纠错】 【责任编辑:刘阳】 1997年，风力发电机"四小天鹅"从丹麦来到玉门，拉开了酒泉新能源产业的发展序幕。20多年已经过去了，随着技术的更迭， 如今戈壁滩上的风电厂越建越多，从进口风机到风电装备逐步实现本地化配套，这里的"大风车"们也在经历着一次次的变身和 逆袭。 ...

Core Insights - The news highlights significant contracts and collaborations in the renewable energy and battery materials sectors, indicating strong growth and strategic partnerships among companies in these industries. Group 1: Major Contracts and Collaborations - Daikin Heavy Industries signed a contract for a European offshore wind farm project worth approximately 1.339 billion RMB, representing about 35.41% of its audited revenue for 2024, with delivery scheduled for 2027 [2][3]. - Longpan Technology entered a supplementary agreement with Chuaneng New Energy, with total sales exceeding 45 billion RMB for 130,000 tons of lithium iron phosphate cathode materials from 2025 to 2030 [5]. - Rongbai Technology became the primary supplier of sodium battery cathode powder for CATL, with a commitment to supply at least 60% of CATL's total procurement volume annually [7]. Group 2: Innovations and Intellectual Property - Tianli Lithium Energy obtained a patent for lithium-ion battery cathode sheets and their preparation methods, enhancing its intellectual property portfolio in the battery materials sector [9]. - Haike New Source signed a strategic cooperation agreement with Xianghe Kunlun New Energy Materials, involving the purchase of 596,200 tons of electrolyte solvent, valued at over 3 billion RMB [11]. Group 3: Strategic Partnerships - Haibo Sichuang established a strategic cooperation agreement with CATL, ensuring a cumulative procurement of at least 200 GWh of electricity from 2026 to 2028, fostering a long-term partnership [12].