1.【宁德时代骐骥重卡换电站落地福清】传统能源龙头携手新能源巨头发力"零碳新基建"已成为新趋 势。9月26日，中国石化与宁德时代合作的首座骐骥重卡换电站——福清渔溪景虹站正式投入运营。 据介绍，该站位于G15沈海高速与324国道交会枢纽，也是骐骥换电全国组网中的关键站点，主要服 务G15沈海高速来往重卡车辆，连接长三角和珠三角交通大动脉，同时有效辐射江阴港、莆田港等重 要物流集散地，成为南北电动重卡货运网络的重要能源补给节点。此次投入运营的换电站将打通沿海 绿色货运走廊，大幅提升沿海公路货运的电动重卡补能效率。（福建日报） 2. 【工业化生产硅基量子芯片保真度超99%】据新一期《自然》杂志报道，澳大利亚新南威尔士大学的量 子技术初创公司Diraq与欧洲微电子研究中心（imec）合作，证明在半导体工厂生产的硅基量子芯片保真 度可超过99%，与在实验室环境制作的保真度相当。这一突破标志着量子计算机向"实用规模"迈出关键一 步。（新浪财经） 3.【首套全国产化硅光芯片"工具箱"发布】9月28日消息，国家信息光电子创新中心本月中旬发布首 套全国产化12寸硅光全流程套件。据介绍，该套件能帮助相关上下游企业，实现"设计即 ...

格隆汇9月28日｜传统能源龙头携手新能源巨头发力"零碳新基建"已成为新趋势。9月26日，中国石化与 宁德时代合作的首座骐骥重卡换电站——福清渔溪景虹站正式投入运营。据介绍，该站位于G15沈海高 速与324国道交会枢纽，也是骐骥换电全国组网中的关键站点，主要服务G15沈海高速来往重卡车辆， 连接长三角和珠三角交通大动脉，同时有效辐射江阴港、莆田港等重要物流集散地，成为南北电动重卡 货运网络的重要能源补给节点。此次投入运营的换电站将打通沿海绿色货运走廊，大幅提升沿海公路货 运的电动重卡补能效率。 ...

凭借全球领先的绿色算力创新方案，上海临港海底数据中心项目于今年4月成功入选国家发改委《绿色低碳先进技术示范项目清单(第二批)》。该 项目实现了"海上风电直供绿电+海水自然冷却"双技术融合创新，是将海洋冷却、风电供能、模块化建设与智能化运维深度融合的颠覆性方案，将 充分利用海上风电资源，为海底数据中心提供绿色、稳定的电力供应，同时借助海洋冷源的冷却优势，降低数据中心的能耗，实现海上绿电与海 底算力的协同发展。 6月17日，由中交三航局二公司参建的上海临港（600848）海底数据中心示范项目EPCI工程在南通举行开工仪式。该项目作为全球首个海上风电 融合型海底数据中心零碳新基建标杆，将助力上海在算力基础设施绿色化、低碳化领域达到国际前沿水平。 据悉，上海临港海底数据中心项目总投资16亿元，建设总规模24兆瓦，分两期建设。一期示范项目规模2.3兆瓦，设计PUE不高于1.15，绿电供给 率超90%，主要建设内容为拆除并重建陆上集控中心，新建1座立式数据舱，敷设2条35千伏主海缆。 项目建设期间，中交三航局二公司将发挥在港航领域特有的技术优势、装备优势和人才优势，注重强化安全引领、科学管理、动态调控、生态优 先的施工举 ...

Core Viewpoint - CATL's ambitious strategy focuses on high investment in technology innovation, expanding production capacity, and ecological chain investments to redefine its role in the energy revolution and promote its zero-carbon new infrastructure strategy [1][4]. Financial Performance - In 2024, CATL reported revenue of 362 billion yuan, a year-on-year decrease of 9.7%, while net profit attributable to shareholders was 50.7 billion yuan, an increase of 15.0% [3]. - The revenue decline was attributed to falling prices of raw materials like lithium carbonate, while profit growth was driven by technological optimization that reduced operating costs by 15.6% year-on-year [3]. - The gross margin for power batteries increased by 5.8 percentage points to 23.9%, and for energy storage batteries, it rose by 8.2 percentage points to 26.8% [3]. Investment and Expansion Strategy - CATL's R&D investment reached a record high of 18.6 billion yuan in 2024, indicating a strong commitment to innovation [4]. - The company plans to go public in Hong Kong to broaden its financing channels and enhance its global presence [4]. - CATL is expanding into new sectors, including aviation, humanoid robots, semiconductors, and wind energy [4]. Zero-Carbon New Infrastructure - CATL's zero-carbon new infrastructure strategy focuses on three main directions: panoramic integration, sustainability, and a global new ecosystem [5]. - The company aims to leverage its battery technology to expand into various applications, including energy storage, commercial vehicles, and eVTOLs, creating a "power + storage + intelligence" ecosystem [6][7]. Production Capacity and Market Share - In 2024, CATL's battery installation volume exceeded 250 GWh, maintaining a global market share of 37.9% for the eighth consecutive year [7]. - The company plans to achieve an effective production capacity of 810 GWh by 2025, with a target output of around 750 GWh [8]. Collaborative Efforts and Ecosystem Development - CATL is actively collaborating with various industries to create a zero-carbon ecosystem, including partnerships for electric logistics and smart mining solutions [9][10]. - The company is involved in building the world's first high-proportion green electricity supply zero-carbon industrial park in Dongying, Shandong, with a planned capacity expansion [10]. Globalization and Licensing Model - CATL is breaking down global barriers through its LRS model, providing patent licenses, technology, and service support to global automakers and battery manufacturers [11][12]. - The LRS model has been successfully replicated with several automotive and battery manufacturers in Europe and the U.S., supporting local production capacity [13]. Tools for Zero-Carbon Strategy - CATL's zero-carbon strategy relies on enhancing its battery technology and collaborating with multiple stakeholders to build a zero-carbon ecosystem [14]. - The company is advancing its second-generation sodium-ion battery technology, which is expected to perform well in low-temperature environments [14]. Renewable Energy Investments - CATL is expanding its investments in renewable energy, including wind and solar projects, to support its zero-carbon infrastructure goals [16].