作为江苏省新能源汽车特色产业基地、汽车零部件产业基地以及全国新能源汽车推广应用城市，常州新 能源产业近年来表现亮眼。2024年，依托理想、比亚迪（002594）等知名品牌整车企业，常州新能源汽 车整车产量近80万辆，位列全国第七、江苏省第一，动力电池等核心零部件产销量也在国内处于领先地 位，产业链相关企业近4000家，已形成重要的汽车及零部件产业集聚区。 张春艳王乾 中汽研汽车检验中心(常州)有限公司，是中国汽车技术研究中心有限公司全资成立的第三方汽车产品检 验检测机构，在新能源动力电池、汽车零部件、汽车安全、整车可靠耐久、智能网联等方面拥有全面的 检测试验能力，同时在电池热安全、智能灯光、电磁兼容、智能驾驶等多个领域开展检测方法和设备研 发，并承担多项国家与省部级科研项目和相关标准制定工作。 近日，江苏省市场监管局发文同意以中汽研汽车检验中心(常州)有限公司为依托单位，筹建江苏省新能 源汽车质量检验检测中心。 该中心建成后将成为江苏省内首个覆盖新能源汽车全产业链的省级质检平台，不仅将满足新能源汽车产 业链相关企业在研发设计、质量检测、试验验证等方面的需求，更将为全省、全市新能源产业高质量发 展提供强有力的技 ...

Core Viewpoint - The investment in China's new energy projects in the first half of 2025 is approximately 1.4 trillion RMB, reflecting a year-on-year decrease of 32.2%, yet it remains one of the most dynamic investment directions in the technology sector, particularly in next-generation battery technology and smart grid areas [1][2]. Investment Trends - The investment landscape in the new energy sector shows a trend of "one rise and multiple declines" in the first half of 2025. Wind and solar power, traditional strongholds, accounted for 5,604 billion RMB, representing 40.8% of the industry share, but saw a year-on-year decline of 44.4%. Wind power investment reached 3,654 billion RMB, while solar power investment was 1,950 billion RMB, indicating a saturation in the market [4]. - The energy storage sector emerged as a highlight with an investment of 2,799 billion RMB, achieving a year-on-year growth of 10.5%, increasing its share to 20.3%. This growth is attributed to breakthroughs in new energy storage technologies and a surge in demand for grid-side storage [4]. - Investments in the battery sector totaled 2,430 billion RMB (17.7% share) and hydrogen energy investments were 2,304 billion RMB (16.8% share), both experiencing declines of 25.8% and 40.2% respectively, indicating a shift of capital towards areas with greater growth potential [4]. Sector Characteristics - In the wind and solar sectors, solar power investment totaled 1,950 billion RMB, with solar power station projects receiving 918 billion RMB, accounting for 47.1%, highlighting the focus on large-scale centralized power stations. Wind power investment was highly concentrated, with 3,524 billion RMB in operational projects making up 96.4% of total wind investment [5]. - In the battery sector, 2,430 billion RMB was invested, with the cell manufacturing segment receiving 1,242 billion RMB, representing 51.1%, indicating continued capital interest in core manufacturing as new battery technologies advance [5]. - In the energy storage sector, 2,799 billion RMB was invested, with pumped storage accounting for 1,482 billion RMB (52.9%), maintaining its dominant position, while investments in new energy storage technologies are steadily increasing [5]. Regional Distribution - The investment in new energy in the first half of 2025 exhibited significant regional concentration, with Inner Mongolia and Xinjiang leading at 15.1% and 11.7% respectively, contributing to a total of 42.9% of the industry’s total investment when combined with provinces like Sichuan, Jiangsu, and Fujian [8]. - This distribution pattern is closely related to local resource endowments and policy support, with Inner Mongolia leveraging its abundant wind and solar resources, and Xinjiang attracting substantial investment due to its energy transition demonstration zone [8]. Future Outlook - The new energy industry in China is expected to enter a new phase of high-quality development in 2025, driven by policy support and technological innovation. The installed capacity for wind and solar power has surpassed 1.4 billion kilowatts, and the penetration rate of the new energy vehicle market is projected to exceed 60% [9]. - The development of new power systems is accelerating, with large-scale integration projects for source, grid, load, and storage being promoted, significantly enhancing the capacity for renewable energy consumption [9].

（原标题：时报观察｜监管升级将加速锂矿行业告别野蛮生长） 8月11日早间，全球动力电池龙头宁德时代一则通告，引爆了沉寂多时的锂电市场。其位于江西宜春的枧下窝锂矿区因采矿许可证到期暂停开采。 这场看似"程序性"的停产事件，有望成为中国新能源产业告别野蛮生长、走向高质量发展的关键转折。 今年7月，宜春市自然资源局要求8家涉锂矿山企业须在9月底前完成储量核实报告编制，宁德时代旗下宜春时代新能源矿业有限公司在8家涉锂矿 山企业之列。同时，藏格矿业旗下察尔汗盐湖一期1万吨/年的锂盐厂被当地政府要求停产整顿。该公司需要重新提交锂开采准证的申请，并在采 矿许可证全面合规后，方可申请复产。 锂矿开采审查监管升级的背后，是我国7月1日起正式实施的新版《矿产资源法》。新版法规进一步明确了所有战略性矿产资源要按照国家有关规 定实行保护性开采。自然资源部负责保护性开采的特定矿种开采的登记、审批，地方政府仅可在获得授权的前提下进行勘查、开采的登记、审 批。可以看出，监管政策的收紧，本质上是防止内卷式恶性竞争，强化市场优胜劣汰机制，畅通落后低效产能退出渠道。 责编：叶舒筠 枧下窝矿所在的宜春，以及察尔汗盐湖所在的青海，是我国云母提锂和盐 ...

Core Viewpoint - The suspension of mining operations at the Jiangxi Yichun Jianshawa lithium mine due to the expiration of its mining license marks a significant turning point for China's new energy industry, indicating a shift towards high-quality development and regulatory tightening in the lithium market [1][2]. Group 1: Mining Operations and Regulatory Changes - The Jianshawa mine, one of the largest lithium mica mines in Yichun, is crucial as Yichun produces about 25% of China's lithium carbonate [1]. - The mine was acquired by CATL for 865 million yuan, with lithium oxide resources amounting to 2.6568 million tons, equivalent to approximately 6.57 million tons of lithium carbonate [1]. - The suspension of operations is part of a broader regulatory tightening, with the Yichun Natural Resources Bureau requiring eight lithium mining companies to complete resource verification reports by the end of September [2]. Group 2: New Regulations and Market Implications - The new Mineral Resources Law, effective from July 1, emphasizes protective mining for strategic mineral resources, with the Ministry of Natural Resources overseeing the registration and approval of specific mining activities [2]. - The tightening of regulations aims to prevent cutthroat competition in the lithium market and to facilitate the exit of inefficient production capacities [2].

Core Insights - The lithium mining sector in China is undergoing significant regulatory changes, particularly affecting key regions like Yichun and the Qarhan Salt Lake, which are crucial for lithium extraction [1][2] - The recent suspension of mining operations at the Jiangxi Yichun's Jiangxiawo lithium mine due to expired mining licenses signals a shift towards more stringent regulatory oversight in the lithium industry [3] Industry Overview - Yichun, known as the "Lithium Capital of Asia," accounts for approximately 25% of China's lithium carbonate production, with the Jiangxiawo mine being one of the largest lithium mica mines in the region [1] - The Jiangxiawo mine was acquired by CATL for 865 million yuan, with lithium oxide resources estimated at 2.6568 million tons, equivalent to about 6.57 million tons of lithium carbonate [1] Regulatory Changes - The new Mineral Resources Law, effective from July 1, mandates protective mining practices for strategic mineral resources, with the Ministry of Natural Resources overseeing the registration and approval processes [2] - Local governments are now limited in their ability to conduct exploration and mining activities without proper authorization, aiming to prevent excessive competition and ensure the exit of inefficient production capacities [2] Company Impact - CATL's announcement regarding the suspension of operations at the Jiangxiawo mine has sparked significant attention in the lithium battery market, indicating a potential turning point towards higher quality development in China's new energy sector [3]

枧下窝矿所在的宜春，以及察尔汗盐湖所在的青海，是我国云母提锂和盐湖提锂的重要产区，在国内锂 盐行业占据重要的地位。其中，被誉为"亚洲锂都"的宜春，碳酸锂产量约占全国四分之一。枧下窝矿区 是宜春地区目前产能最大的锂云母矿之一。2022年4月，宁德时代以8.65亿元竞得宜丰县枧下窝矿区探 矿权，采矿权始于2022年8月9日，于2025年8月9日到期。该矿以"陶瓷土(含锂)"名义申报，伴生氧化锂 资源量达265.68万吨，折合碳酸锂当量约657万吨。 8月11日早间，全球动力电池龙头宁德时代（300750）一则通告，引爆了沉寂多时的锂电市场。其位于 江西宜春的枧下窝锂矿区因采矿许可证到期暂停开采。这场看似"程序性"的停产事件，有望成为中国新 能源产业告别野蛮生长、走向高质量发展的关键转折。 今年7月，宜春市自然资源局要求8家涉锂矿山企业须在9月底前完成储量核实报告编制，宁德时代旗下 宜春时代新能源矿业有限公司在8家涉锂矿山企业之列。同时，藏格矿业（000408）旗下察尔汗盐湖一 期1万吨/年的锂盐厂被当地政府要求停产整顿。该公司需要重新提交锂开采准证的申请，并在采矿许可 证全面合规后，方可申请复产。 锂矿开采审查监 ...

Core Insights - The article highlights the rapid growth and expansion of Tangshan Guoxuan Battery Co., Ltd., showcasing its journey from a production capacity of 1GWh in 2016 to a projected 30GWh by October 2023, reflecting the high-quality development of the new energy industry in China [3][9]. Company Development - Tangshan Guoxuan Battery has successfully established a production line for 314Ah lithium iron phosphate (LFP) battery cells, which are being assembled into energy storage containers for overseas projects [3]. - The company has initiated a new project with an annual production capacity of 10GWh for new energy heavy truck battery cells, which will significantly enhance its total capacity [3][9]. - The efficient government support, including a "green channel" for project approvals, has been a catalyst for the company's continuous expansion [5]. Industry Ecosystem - The expansion of Tangshan Guoxuan is reshaping the local industrial ecosystem, with a focus on high-nickel ternary precursor materials and battery pack production, contributing to a more integrated supply chain [6][8]. - The city of Tangshan has leveraged its status as a pilot city for the national new energy vehicle battery swap model to expand the application of new energy storage across various sectors [8]. Market Performance - The company’s products have achieved multiple certifications, including national and international standards, facilitating a significant increase in export business, projected to grow by 380% in the first half of 2025 compared to 2024 [8]. - The establishment of a robust industrial cluster in Tangshan allows the company to source over 90% of its materials locally, enhancing operational efficiency [8]. Employment and Innovation - The ongoing construction of the 10GWh heavy truck battery cell project is expected to create 1,000 jobs and attract more supporting enterprises, further strengthening the industrial chain [9]. - The collaborative innovation among upstream and downstream players in the industry is highlighted as a key factor in the company's success and the broader development of the new energy sector in China [9].