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常州龙腾 新能源产业朝着“万亿级”迈进
Shang Hai Zheng Quan Bao· 2025-09-14 19:38
Core Insights - The 2025 International New Energy Expo in Changzhou highlights the city's commitment to advancing its new energy industry, showcasing achievements and fostering collaboration for sustainable development [4][5][6] - Changzhou's new energy industry has surpassed 850 billion yuan in scale this year, aiming for a trillion-yuan target, with a complete supply chain for power batteries [5][6] - The city is focusing on integrating "Watt economy" and "Bit economy," promoting near-zero carbon parks and factories, and developing a microgrid industry cluster [6][7] Industry Development - Changzhou's new energy sector is experiencing rapid growth, with a 4.3% year-on-year increase in output value, reaching 507.7 billion yuan from January to July [6] - The city has achieved a 97% completeness in its power battery supply chain, producing nearly 200,000 new energy vehicles annually [5][6] - Changzhou's production of transformers accounts for 13.1% of the national total, and it produces 3.8 million kilometers of cables each year [5] Technological Innovation - Changzhou has set 35 world records in photovoltaic cell efficiency and module output power, indicating strong technological advancements [6] - Notable innovations include Trina Solar's N-type i-TOPCon battery and CATL's ultra-fast charging battery, showcasing the city's focus on R&D and industrialization [6][8] Future Vision - The city aims to create a zero-carbon ecosystem centered around its complete new energy supply chain, with a focus on replicable urban-level zero-carbon pathways [7][8] - Changzhou plans to develop a "6+X" future industry system, emphasizing growth in artificial intelligence, advanced materials, and other emerging sectors [7] Investment Opportunities - The expo attracted nearly a thousand industry leaders and investors, indicating strong interest in the new energy sector [7][9] - A total of 33 key projects were signed at the expo, with a total investment exceeding 33.7 billion yuan, injecting new momentum into the industry [9] Market Performance - Over 20 listed companies in Changzhou are involved in the new energy sector, with Trina Solar leading in market capitalization at 37.224 billion yuan [10][11] - Approximately 17 companies in the new energy chain reported revenue growth in the first half of the year, with some companies like Shichuang Energy seeing over 60% revenue growth [11]