日前，雅安经开区管委会披露了《雅安厦钨新能源材料有限公司年产40000吨磷酸铁（锰）锂项目环境影响评价征求意见稿公示》。 （来源：锂电行业动态） 电池回收专委会的业务范围及主要工作：发动并组织新能源汽车、储能、电动自行车、通信等产业链上下游企业大力开展电池回收与梯次利用，通过广泛 开展活动推进汽车、储能、通讯等产业节能减碳、资源节约、材料循环利用，保障汽车和新能源行业绿色、可持续发展。引领汽车、电力储能、通信、 3C等产业向节能低碳、绿色健康、可持续方向发展。 在退役动力电池绿色回收、电池绿色制造领域信息化、中国双碳评价、碳足迹数据库建设，国际贸易、人才培训、标准制定、鉴定认证、技术创新和科技 成果产业化形成有效支撑。在电池回收领域的标准制定、碳足迹数据库、碳足迹核算模型搭建与评价等方向建立平台和数据库资源。承担并完成了多项国 家和地方政府委托课题，拥有60多名全国知名专家组成的中国电池回收专家智库。电池回收委员会目前拥有成员单位600多家，经过8年多发展，电池回收 利用专委会已经成为电池回收利用领域公认的最权威的行业组织和大型会议会展、标准制订平台。 | ត | F | រា | 글 | E | రి | ...

香港联交所最新数据显示，1月2日，摩根大通增持宁德时代（300750）(03750)79.3478万股，每股作价 514.7572港元，总金额约为4.08亿港元。增持后最新持股数目约为1108万股，持股比例为7.1%。 ...

Industry Background - The market for large cylindrical batteries and all-tab batteries is expected to explode by 2025, with China's cylindrical battery shipments projected to grow by over 15%, and large cylindrical batteries expected to exceed 40% growth [3] - Major companies such as EVE Energy, Molicel, and others are facing supply shortages due to high demand, with continued rapid growth anticipated in 2026 [3] - New growth points and market spaces are emerging from the combination of all-tab, high nickel, silicon-carbon, and sodium batteries with cylindrical batteries [3] Event Overview - The 2026 (Second) Qidian Lithium Battery Cylindrical Battery Technology Forum and the release of the Top 20 Rankings for Cylindrical Batteries will take place on April 10, 2026, in Shenzhen [6] - The event will feature discussions on cutting-edge technologies, processes, and materials related to cylindrical batteries, providing a platform for industry leaders to share insights [3][6] Agenda Highlights - The forum will include sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development of next-generation large cylindrical batteries [7][8] - Roundtable discussions will focus on overcoming barriers to overseas market entry and identifying emerging application markets for rapidly growing cylindrical batteries [7][8] Participating Companies - Notable cylindrical battery companies include EVE Energy, Molicel, BYD, and LG Energy, among others, with a wide range of downstream application companies also participating [10] - The event will also attract companies from the cylindrical battery equipment sector and various testing and certification institutions [10] Registration Information - Different registration options are available, including SVIP and VIP tickets, with early bird discounts offered [11][12] - Free registration is also available with conditions, emphasizing the importance of pre-registration for attendance [13]

2026开门红，国轩高科又迎新项目开工，材料自供能力持续增强！ 起点锂电注意到，继2025年10月 全球首个零碳负极材料工厂在内蒙古自治区乌海市落地后， 国轩高科2026年1月又有2个材料项目正式开 工。 从庐江县人民政府网站获悉，两大项目位于安徽庐江 高新区 ，分别是 年产20万吨正极材料与 年产2万吨硅碳负极材料产业化项目 。 其中 年产20万吨正极材料项目采用 国轩第四代磷酸铁锂生产线技术 ，基于数字化与信息化技术系统建设全新智能工厂，建成达产后，可实 现年产20万吨磷酸铁锂正极材料的产能，同时向上兼容新一代磷酸铁锂产品。 年产2万吨硅碳负极材料产业化项目，采用"纳米限域结构设计"与"多维复合沉积/包覆"技术制备新型硅碳材料，建成后将成为全球领先的高 性能硅碳负极材料生产基地，实现对当前及下一代电池产能的全面覆盖。 据悉，国轩高科在庐江布局11年之久， 累计投资超百亿元， 陆续落地十多个工业项目，覆盖电池正极材料、隔膜、圆柱电池、回收利用及储 能等领域，构建了从研发、制造到循环利用的产业闭环。 固液电池领域， 国轩高科发布了 G恒准固态电池（ 聚合物和氧化物复合 ），电芯能量密度可达300Wh/kg以上 ...

2025-2029年全球锂电池应用市场运行趋势及竞争策略研究报告 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 精彩安庆 1月6日上午，安徽省安庆经开区 年产20GWh动力电池项目 开工，拉开今年重大项目建设序幕，全力冲刺 新年"开门红"。 年产20GWh动力电池项目由安徽宜创能源科技有限公司投资建设，项目总投资约48.5亿元，新建生产厂 房及其配套设施约30万平方米，建设动力电池生产线，预计达产后可形成年产20GWh动力电池的生产能 力，年产值不低于100亿元。 鑫椤报告预售： 预订电话：18964001371（微信同） 鑫椤会议： 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） END ...

"Big News、Big News。"（"大新闻，大新闻。"） 这家起源于芬兰、总部在爱沙尼亚的公司声称，他们已成功推出"全球首款可量产、可应用于实际车辆 的全固态电池"。这意味着被视为下一代电池技术方向、长期停留在实验室阶段的固态电池，可能正以 出人意料的速度走向现实——这甚至比特斯拉、丰田这些汽车巨头还要快一步。 根据Donut Lab官方发布的数据，这款固态电池的能量密度为400瓦时/公斤，支持5分钟内充满电，并允 许反复完全放电而不会衰减——它在高达10万次的充电循环后电池容量衰减极小，并且在零下30摄氏度 至100摄氏度以上的温度范围内仍能保持99%以上的容量。 此外，这种固态电池由于不含易燃的液态电解质，消除了热失控、枝晶形成风险，即便电池发生损坏， 也不会起火燃烧。并且，这款电池已经装配在Verge Motorcycles的电动摩托车上，并计划在今年开始交 付。 消息一经发布，立刻刷爆了科技圈、汽车圈、投资圈，但质疑声随之而来。目前关于这款全固态电池的 所有信息主要来自Donut Lab自身发布和媒体转载报道，至今没有公开的权威第三方机构发布的测试报 告证实 Donut Lab 电池确实在广泛 ...

Core Viewpoint - EVE Energy (300014.SZ) has submitted a listing application to the Hong Kong Stock Exchange on January 2, 2026, marking its second attempt at an "A+H" listing after a failed submission in June 2025 [2] Group 1: Company Overview - EVE Energy, founded in 2001 and headquartered in Huizhou, Guangdong, primarily operates in three sectors: consumer batteries, power batteries, and energy storage batteries [2] - As of 2024, EVE ranks third globally among consumer battery manufacturers and is among the top five power battery manufacturers in China [2] Group 2: Business Performance - The company faces dual pressures in its power and energy storage battery segments, with power battery revenue share declining from 50.3% in 2022 to 39.4% in 2024, and sales growth dropping from 64.33% to 7.83% during the same period [2] - Energy storage battery sales surged from 11.9 GWh in 2022 to 48.4 GWh by Q3 2025, with revenue increasing from 9.432 billion yuan to 17.069 billion yuan, raising its revenue share from 26.0% to 37.9% [2] Group 3: Pricing and Profitability - EVE's growth in both power and energy storage batteries has been driven by "price for volume" strategies, with average selling prices for power batteries dropping from 1.1 yuan/Wh in 2022 to 0.6 yuan/Wh in 2024 [3] - The gross margin for power batteries was reported at 15.3% in the first three quarters of 2025, significantly lower than CATL's 25.3% [3] - Energy storage battery average selling prices fell by 50% from 2022 to 2024, with gross margins decreasing from 17% to 11.2% [3] Group 4: Financial Health - EVE's financial performance has deteriorated, with revenue and net profit both declining in 2024 to 48.615 billion yuan and 4.221 billion yuan, respectively, representing year-on-year decreases of 0.35% and 6.62% [3] - The net profit margin has dropped for three consecutive years, reaching 6.6% in the first three quarters of 2025, a cumulative decline of 34.6% over three years [3] Group 5: Capacity Utilization and Debt - The capacity utilization rate for power and energy storage batteries was only 69.2% in 2024, improving to 74.8% in the first half of 2025 but still below industry standards [4] - EVE's debt ratio reached 63.5% in the first half of 2025, an increase of 28.4 percentage points since 2020, with interest-bearing debt rising to 32.556 billion yuan, a year-on-year increase of 22.84% [4] Group 6: Strategic Initiatives - EVE is the first company in China to mass-produce and supply large cylindrical power batteries, viewing this as a key differentiation strategy to escape the competitive landscape of traditional square batteries [4] - The company is collaborating with BMW to accelerate the industrialization of large cylindrical batteries, with a pilot factory in Shenyang and a planned 30 GWh production base in Hungary expected to be operational by 2027 [4] - EVE has adjusted its fundraising plans, focusing entirely on the Hungarian production base and operational funding, reflecting a cautious approach to financial pressure and efficiency [4] Group 7: Market Challenges - Despite receiving notifications for large cylindrical battery supply from Changan Automobile and FAW Bestune, the current application of these batteries is limited, and the cost remains higher than traditional batteries [5] - The future of EVE's Hungarian factory in securing sufficient orders to achieve high utilization rates poses a significant challenge [5] - The production date for EVE's "21 GWh large cylindrical passenger car power battery project" has been postponed from December 31, 2025, to December 31, 2027, indicating delays in substantial construction [5]

企查查APP显示，近日，江苏天能工业电池有限公司成立，法定代表人为程卫兵，注册资本为1000万 元，经营范围包含电池制造；电池销售；电池零配件生产；电池零配件销售；汽车零部件研发；汽车零 部件再制造等。企查查股权穿透显示，该公司由天能股份旗下浙江省长兴天能电源有限公司、天能新能 源（湖州）有限公司共同持股。 ...

自嵊州市融媒体中心的消息显示，近日， 比亚迪新能源动力电池生产基地项目二期、三期联合通线仪式在浙江省绍兴市嵊州市举行。 据悉，比亚迪新能源动力电池生产基地二期项目 总投资约 60 亿元 ，核心建设年产 15GWh 新能源刀片电池生产线，全部达产后，预计年产 值达 75 亿元。三期项目则是比亚迪迈向"世界级储能基地"的重要一步，规划总投资 50 亿元，重点建设年产 15GWh 储能电池生产线，全 部达产后预计年产值达 75 亿元。 从时间线上来看，早在 2021 年 8 月，比亚迪与嵊州市签订投资协议，正式确定在嵊州投资建设新能源动力电池项目。 2021 年 10 月，项目动工建设，标志着一期工程正式启动； 2022 年 6 月 14 日，一期项目正式通线投产，总投资 70 亿元，建成年产 15GWh DM-i 专用刀片电池生产线。 8 月 7 日，广东汕尾弗迪项目环评公示，计划生产 15GWh 动力电池，预计 2025 年建设。 8 月 25 日，郑州比亚迪新增"动力电池生产线扩充项目"和"液冷板生产线建设项目"，总投资 50 亿元。 2023 年，一期项目实现产值营收双超 100 亿元，带动就业 1 万余人 ...

一、行业背景与发展特征 发展驱动：全球电动化（新能源汽车）与储能需求爆发，叠加各国能源安全、环保法规趋严及制造商需求升级，推动蓄电池行业向技术合规、功能适配、 环保化方向发展。 本报告围绕中国锂离子电池全球出口展开分析，核心内容如下： 行业特征：呈现绿色化（推广低碳工艺、优化回收与废水处理技术）、全球化（中国企业输出技术、设备与管理体系，构建海外完整制造能力）、一体化 （头部企业垂直整合，布局绿电生产基地以降本增效）三大趋势。 二、重点国别出口机会与采购商情况 越南：87 天内高频高额采购商 TOP10 包括 SAMSUNG SDI VIETNAM CO., LTD、NEWTIMES IMPORT EXPORT 等企业，交易金额居前，当地电子制造 业对锂离子电池需求旺盛。 美国：156 天内高频高额采购商以 BELLEFIELD HOLDCO LLC.、TOYOTA MOTOR SALES USA INC. 等为主，交易规模庞大，新能源汽车与储能领域采 购需求突出。 印度：87 天内高频高额采购商有 MAHINDRA AND MAHINDRA、SUNWODA ELECTRONICS INDIA 等，平均进口交 ...