Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) and Contemporary Amperex Technology Co., Ltd. (CATL) have signed a framework agreement to deepen their long-term strategic cooperation, focusing on building a nationwide battery swapping network and infrastructure for new energy vehicles [1][2]. Group 1: Partnership Details - The agreement aims to construct at least 500 battery swapping stations this year, with a future goal of 10,000 stations to enhance energy services for new energy vehicle owners [1][2]. - Sinopec has a vast network of 30,000 comprehensive energy stations and over 28,000 convenience stores, serving more than 200 million customers daily [2][3]. - CATL is the world's largest supplier of power batteries and has established partnerships with major automotive manufacturers to launch multiple battery-swappable vehicle models [2][3]. Group 2: Industry Impact - The battery swapping model is recognized as a key solution to alleviate charging anxiety and promote low-carbon development in the transportation sector [1][2]. - The collaboration signifies a new phase in the systematic construction of the battery swapping ecosystem, integrating resources from both companies to accelerate the development of new infrastructure [2][3]. - The partnership will also focus on standardization in energy and electricity, aiming to contribute to the high-quality development of China's new energy vehicle industry and serve as a model for global energy transition [2][3].

2024年，楚能新能源超20GWh的出货量，不仅使其顺利进入国内储能电池出货量前十，而且 助其在全球储能市场占据一席之地。 进入2025，楚能新能源延续上年发展态势，一季度表现亮眼，放量提速，实现"储能+动力"双 驾马车狂奔。2025年出货量超60GWh将成事实。 01 储能端：中标/入围/签约多个大项目 据不完全统计，今年一季度，楚能新能源连续开单，中标/入围/签约中国电建、中核汇能、中 车青岛四方所、特隆美储能等多个企业项目。 具体来看：3月21日，中能建储能6GWh储能电芯框采中标公示，楚能新能源等8家企业入围， 其中楚能新能源中标的是标段一（采购容量5GWh），投标报价13.5亿元。 3月19日，中车发布2025年度储能电芯框架协议采购中标候选人。项目拟采购314Ah的储能 电芯，采购数量为2995200块，总规模约3GWh，楚能新能源以第一中标候选人入围。 3月15日，楚能新能源与特隆美储能在楚能全球总部签署5GWh储能电芯战略合作协议。楚能 新能源将为特隆美全球储能项目供应5GWh自主研发的314Ah储能电芯产品。 2月13日，中国电建集团（股份）公司2025-2026年度储能系统设备框架入围集中 ...

以下文章来源于孚能科技 ，作者电量满满的 孚能科技 . 专注科技创新，引领能源变革，为美好生活续航。 3、 三星 SDI 将增加中国生产设备采购比例 4、 印度将免除电动汽车电池生产部分所需产品的进口关税 近日， 孚能科技超级软包动力电池解决方案SPS（Super Pouch Solution）获江铃新能源GSE SUV车型定点。 此次定点将搭载SPS磷酸铁 锂体系，标志着SPS的创新实力和硬核性能优势再获主流车企认可 。 双方将依托技术共创机制，整合研发资源与产业化经验， 以SPS创新动 力解决方案为核心，赋能江铃新能源GSE SUV车型开发，充分释放整车在续航、安全快充及驾乘空间等维度的性能潜力 ，为用户打造极致性 能、安全可靠与舒适驾乘体验的电动出行新标杆。 孚能科技SPS集大软包电芯、大软包电池系统、大软包电池制造和直接回收四项创新技术于一体， 是具备 超长续航、超快补能、超高安全、 降本增效、灵活适配、升级迭代 等优势的"六边形战士" ，既能精准契合江铃新能源GSE SUV车型的多元化技术需求，更具备前瞻性技术延 展能力，可支撑整车平台持续迭代升级。这也是 孚能科技SPS继量产供货吉利雷达地平线、第 ...

3月24日，辽宁省委常委、大连市委书记熊茂平在大连会见日本泰星能源解决方案株式会社 （简称PPES）社长好田博昭一行，并共同见证中国（辽宁）自由贸易试验区大连片区与大连 泰星能源有限公司签署纯电动汽车动力电池项目框架协议。 好田博昭表示，PPES将持续加大在连研发投入，扩大本地供应链规模，打造高质量供应链体 系，为中国新能源汽车行业发展贡献力量。 资料显示，PPES，是由日本丰田汽车与松下电器联手成立的合资公司，从事动力电池研发生 产，其在大连市投资成立大连泰星能源有限公司（原大连松下汽车能源有限公司），注册资本 22.5亿元，建筑面积约为170,000平方米，于2017年年底正式量产，主要生产产品为电动汽 车和插入式混合动力车使用的矩形锂离子电池。 另据韩国研究机构SNE Research发布2025年1月全球（不含中国）动力电池装车量数据， PPES排名在2025年1月再次上升一位，排在第8位，装车量0.7GWh，同比增长无变化，市占 率为2.4%。 （来源：海融网） 1、 这家锂电企业被收购！ 2、 储能老兵发力海外市场！ 3、 三星 SDI 将增加中国生产设备采购比例 4、 印度将免除电动汽车电池生产 ...

Core Viewpoint - In February, China's new energy vehicle (NEV) sales reached 892,000 units, driven by consumer incentives and the recovery of the automotive market after the Spring Festival [2][3]. Group 1: New Energy Vehicle Sales - In February, the production and sales of new energy vehicles in China were 888,000 and 892,000 units respectively, marking year-on-year increases of 91.5% and 87.1% [3]. - From January to February, the cumulative production and sales of new energy vehicles reached 1.903 million and 1.835 million units, both showing a year-on-year growth of 52% [4]. Group 2: Power Battery Data - In February, the domestic power battery installation volume was 67.2 GWh, reflecting a year-on-year increase of 49.7% [6]. - By December 2024, the power battery installation volume is projected to be 75.4 GWh, with a month-on-month growth of 12.2% and a year-on-year growth of 57.3% [7]. - For the first two months of the year, the cumulative power battery installation volume was 73.6 GWh, with a year-on-year increase of 46.5% [7]. Group 3: Energy Storage Battery Production - In February, the domestic energy storage battery production was 26.3 GWh, showing a significant year-on-year growth of 162.4%, although it experienced a month-on-month decline of 3.1% [9]. Group 4: Market Outlook - The Chinese NEV market is expected to continue growing due to the extension of the vehicle replacement policy and various consumer incentives from automakers, alongside a half-price purchase tax policy at the end of the year [15]. - In the U.S. market, growth is anticipated to slow down due to increased tariffs and changes in potential new energy subsidy policies [15]. - The European market is experiencing steady growth, but stricter carbon emission regulations are being proposed, which may affect compliance flexibility for automakers [15].

以下文章来源于解码LP ，作者吴琼 （来自昌发展集团） 20 25年新一轮产业竞赛开启，北京继续发力。 解码LP . 投资界（PEdaily.cn）旗下，专注募资动态 VC/PE云集。 作者 I 吴琼 报道 I 投资界-解码LP 近日，202 5未来科学城科创金融大会在北京市昌平区举办。投资界—解码LP从现场看 到，总规模150亿元的科技产业基金群正式成立。 具体来看，该基金群由昌平区国资企业牵头，联合多家投资机构共同发布了10支基金， 涵盖科技成果转化、并购、AIC及主导产业等领域，助力科创发展。 北京国资牵头 现场10支基金亮相 大会现场，昌平区联合各投资机构共合作10支基金， 其中已落地总规模150亿元。 具体来看，昌发展集团与五支签约基金集中亮相，前者是北京市昌平区政府全资设立的 产业生态投资运营平台，包括资产管理、科技金融、产业服务三大业务体系。会上，昌 发展集团联合发布基金分别为： AIC 股 权 投 资 基 金 —— 与 中 银 资 产 及 上 市 公 司 康 为 世 纪 联 合 设 立 金 融 资 产 投 资 公 司 （AIC）股权投资基金，基金规模5亿元，将围绕生物制药CGT、生命科学和诊断 ...

消息指出， 团队的总规模在200人左右，涵盖研发、生产、销售等不同职能。 今年3月，第一 批约20位捷威动力前员工已陆续入职LG新能源南京工厂，主要从事研发岗位。 据界面新闻报道，近期LG新能源引入了前捷威动力的核心团队，意图补强其在磷酸铁锂电池领 域的短板。 值得注意的是，捷威宣布自2023年12月1日起关闭其天津工厂。其后韩媒报道，LG新能源正在 考虑收购捷威动力，以提高其方形铁锂电池技术能力。 依据最新消息，彼时双方正在谈判人员与电池专利转让，其后陷入停滞状态。此次人员入驻LG 新能源则不再涉及专利转让。 01 掉出TOP10 国内动力电池大洗牌 但从总体来看，动力电池市场集中度越来越高，仅宁德时代、比亚迪两家2023年就占据70%份 额。且2023年，捷威动力掉出前十榜单，居13名，装机量为0.91GWh，占比仅0.24%。 另据2023年官网显示，捷威动力已经布局天津、盐城、嘉兴、长兴四大生产基地，另有其他基 地也在积极筹备中。到2025年，捷威动力将形成100GWh的生产能力。但其捷威动力有效产能 为10GWh，且上半年产能利用率不到十分之一。 大股东复星国际也在财报中披露了捷威动力的经营情况，2 ...

Core Viewpoint - Ningde Times has achieved a significant milestone by obtaining the overseas listing filing notice from the China Securities Regulatory Commission (CSRC) in just 25 days, marking a rapid advancement in its global strategy [1][2]. Group 1: Regulatory Approval and Strategic Value - The swift approval reflects the CSRC's strong recognition of Ningde Times' internationalization strategy, following the introduction of supportive policies for mainland leading enterprises to list in Hong Kong [2]. - The company has demonstrated high execution efficiency from the initial disclosure of its Hong Kong listing plan in December 2024 to the formal submission of its H-share issuance application in February 2025 [2]. Group 2: Fundraising and Global Expansion - Ningde Times plans to issue up to 220 million overseas ordinary shares, with the raised funds primarily allocated for overseas capacity expansion, international business development, and supplementing overseas working capital [3]. - The fundraising is expected to support major projects such as the Debrecen factory in Hungary (total investment of €4.9 billion) and the joint venture factory in Spain with Stellantis (total investment of €4.1 billion) [3]. Group 3: Technological and Market Leadership - Ningde Times holds a 37.9% global market share in power batteries for 2024, maintaining its position as the world's leading supplier for eight consecutive years, and a 36.5% market share in energy storage batteries for four years [4]. - The company has introduced groundbreaking products like the Shenhung PLUS battery (energy density of 205 Wh/kg) and the condensed state battery (energy density of 500 Wh/kg), driving industry technological advancements [4]. Group 4: Global Market Positioning - The company's international collaborations with automotive and energy storage clients in Japan, Germany, France, and the United States have resulted in overseas revenue accounting for over 30% of its total income [4]. - The Hong Kong listing is anticipated to enhance its international capital operation capabilities, attract more global investors, and diversify its shareholder structure [4]. Group 5: Demonstrative Effect and Industry Impact - The 25-day record set by Ningde Times serves as a model for other Chinese companies looking to list overseas, potentially accelerating their globalization processes [5]. - By listing in Hong Kong, Ningde Times is expected to strengthen its influence in the global power battery industry and facilitate the internationalization of Chinese renewable energy technology [6]. Group 6: Conclusion - The overseas listing filing represents a pivotal event in Ningde Times' globalization strategy, leveraging its technological strength, market position, and policy advantages to create a dual-circulation model of "Chinese technology + global resources" [7]. - With the successful fundraising and capacity expansion, Ningde Times is poised to continue leading in the global renewable energy sector and provide a new paradigm for the internationalization of Chinese enterprises [7].

当天的推介会现场，共有130个项目签约，总金额达493.3亿元。其中，长三角区域项目有41个共206.62 亿元，宜宾与中国经济龙头之一的长三角关系更加紧密。 亮闪闪的数据之后，更重要的是宜宾构建的独特"产业投资基金招商"模式再次扩容。 2025年年初，宜宾发布"300+300"基金合作矩阵，即在巩固300亿元存量基金群的基础上，新设300亿元 增量基金。这是宜宾优化招商引资、推动产业建圈强链的又一重要举措。随后，宜宾广泛对接31家意向 基金机构，链接项目107个。3月25日在上海，宜宾再签约基金项目18个共82.9亿元。而参加此次推介会 的代表，有一半以上是头部基金及其带来的企业。 澎湃新闻从推介会现场获悉，这是宜宾对年初发布基金合作矩阵承诺的回应，是"言出"之后的"必行"， 也让宜宾成为全国同类城市中，产业基金投资最活跃、布局最完整的地区之一。而宜宾基金招商也由招 引单一项目的1.0时代，向招引产业集群的2.0时代转段升级。 企业家谈投资宜宾：构建产业基金"言出必行"，政 府想干敢干愿意干 宜宾市政府给企业的感觉"就是想干、敢干、愿意干，遇到困难，总会有人来对接，尽最大的努力解决 问题"。 3月25日，" ...

以动力电池产业为标杆，宜宾已集聚120余个产业链项目，涵盖正负极材料、电解液等关键环节， 形成完备的产业生态；晶硅光伏产业从零起步，快速完成全产业链布局，2024年产值达288亿元；新型 储能产业依托中国中车，初步构建从研发、集成到关键部件的完整链条。 吉利控股集团有限公司资深副总裁、高级顾问俞学良在谈及落户宜宾的感受时表示："落户宜宾以 来，我们深切感受到这里优质的营商环境和广阔的发展前景。从政策扶持到服务效率，从基础设施到人 才资源，宜宾都为我们提供了全方位的支持和保障。这种贴心的服务和良好的投资环境，让我们对未来 的发展充满了信心。" 近年来，宜宾市积极探索招商引资新路径，推出"产业链+基金+资本+场景+科技+专业化公司+会 展"协同发展战略。今年初，宜宾在四川省率先举办产业投资基金群发布会，发布超600亿元的基金矩 阵，以及首期总规模196亿元的基金合作榜单。经过前期广泛对接31家意向基金机构，宜宾共链接项目 107个，在此次活动中签约基金机构8家，签约基金推荐项目18个、协议金额达82.9亿元。 "面向未来，宜宾将充分发挥产业基金的引领作用，重点布局新型储能、智能网联新能源汽车、人 工智能、低空经济 ...