Group 1 - The China International Commercial Vehicle Exhibition, the only national-level commercial vehicle exhibition in China and the largest professional platform in Asia, commenced on November 10 in Wuhan, focusing on "high-end, intelligent, and green" themes [1] - XWANDA Power showcased its comprehensive electric commercial vehicle ecosystem solutions, highlighting its core technologies and complete product layout in electric heavy trucks, light trucks, construction machinery, and ships [1] - The exhibition featured XWANDA's systematic advantages and continuous innovation capabilities in commercial vehicle electrification solutions through a matrix of battery systems and ultra-fast charging technologies [1] Group 2 - XWANDA Power presented three core segments of commercial vehicle solutions: a complete battery product matrix from 3.5C ultra-fast charging to 1C standard charging, key electronic components including platform-based PDU products and self-developed BMS systems, and digital innovations such as battery passports for lifecycle management [1] - For heavy trucks, XWANDA introduced solutions covering seven standard box types with various layout options, providing three system solutions (vehicle-pile-battery collaboration) and featuring four large-capacity battery cells [3] - The light truck solutions emphasized lightweight design, fast charging, and optimized structure, catering to diverse scenarios such as urban delivery and logistics, with four standard box types covering a battery range of 102 to 140 kWh [3] Group 3 - XWANDA Power has established a nationwide service network for commercial vehicles, adhering to the principle of being close to customers and markets, and actively expanding certified service centers [5] - The company commits to a 12/48 principle for rapid response to customer needs, aiming to continuously optimize and upgrade service capabilities [5] - XWANDA Power aims to provide safer, more durable commercial vehicle solutions, supporting the transition of China's commercial vehicle industry towards green, efficient, and intelligent development [5]

Core Insights - In the first three quarters of this year, China's power battery sales reached 786 GWh, with exports exceeding 129 GWh, representing year-on-year growth of 48.9% and 32.7% respectively [1][2] - The global sales of new energy vehicles (NEVs) reached 9.757 million units in the first half of 2025, a year-on-year increase of 31.3%, with a market penetration rate of 21.4%. In China, NEV sales reached 6.937 million units, growing by 40.3% year-on-year, with a market penetration rate of 44.3% [1] - The World Power Battery Conference has become a significant platform for the industry, having launched over 600 new products and signed 249 major projects with a total investment of nearly 300 billion yuan in the past three years [1] Industry Overview - Sichuan province is a major player in the power battery sector, with an annual production capacity nearing 200 GWh and a total industry chain output value exceeding 300 billion yuan [2] - The host city of Yibin contributes to 16% of the national power battery production, with products exported to over 60 countries and regions, indicating that one in every ten new energy vehicles globally is equipped with batteries produced in Yibin [2] - The conference, themed "New Vision, New Ecology, New Opportunities," attracted over 100 domestic and international companies, including industry leaders such as CATL, BYD, and Chery, showcasing the collaborative efforts in the power battery and new energy vehicle sectors [2]

Core Viewpoint - CATL is at the forefront of research and industrialization of solid-state batteries, with its battery swapping system being compatible with solid-state batteries [1] Group 1: Solid-State Battery Development - At the 2025 World Power Battery Conference, CATL Chairman Zeng Yuqun highlighted the company's advancements in solid-state battery technology [1] - Zeng indicated that the current maturity level of solid-state battery technology is at 4 on a scale of 1 to 9, where 1 represents initial involvement and 9 indicates large-scale production [1]

截至午间收盘，中证新能源指数下跌3.9%，国证新能源电池指数下跌3.3%，中证光伏产业指数下跌 5.3%，中证上海环交所碳中和指数下跌1.9%，储能电池ETF（159566）早盘净申购达3500万份。 2025世界动力电池大会今日在四川开幕，该大会自2022年起已连续成功举办三届，已成为全球动力电池 产业交流与合作的重要平台。本届大会以"新视野新生态新机遇"为主题，其中6场专题会议精准聚焦前 瞻技术、新型储能、回收利用、创新应用、物流供应链、质量强链六大关键领域，展览展示则集中呈现 低空经济、具身智能、电动工具、电动船舶等前沿技术应用场景，全方位搭建产业交流合作平台。 （文章来源：每日经济新闻） ...

Core Insights - The first phase of the Times Changan expansion project has officially commenced production in Yibin, marking a significant collaboration between CATL, Changan Automobile, and Deep Blue Automobile [1] - The project utilizes the latest generation of super wire technology, enhancing product competitiveness through high flexibility and rapid model switching [1] - CATL has invested over 60 billion yuan in Sichuan, establishing Yibin as the world's largest single-site power battery production base [1] Group 1 - After the launch of the first phase of the Times Changan expansion, CATL's production capacity in Yibin will increase from 180 GWh to 210 GWh [1] - The 9th phase project is expected to commence production by the end of this year, with the 4th and 10th phases projected to be completed next year, aiming for a total planned capacity of 300 GWh in the Sanjiang New District [1] - Yibin's power battery output is projected to exceed 100 billion yuan in both 2023 and 2024, with an expected annual output of 180 GWh for this year [2] Group 2 - Yibin serves as the main hub for the new energy vehicle and power battery industry chain in Sichuan, forming a "1+N" industrial layout centered around the CATL Yibin base [2] - The region has developed a comprehensive green circular economy that includes raw materials, battery components, battery cells, new energy vehicles, and battery recycling [2] - From January to August this year, Yibin achieved a power battery output of 110.8 GWh, reflecting a year-on-year growth of 48% [2]

Group 1 - The 2025 World Power Battery Conference, themed "New Horizons, New Ecology, New Opportunities," is being held in Yibin, Sichuan, which has established itself as the "Global Power Battery Capital" [1] - Yibin has developed a second trillion-level industry, following its stronghold in liquor, within just four years since the arrival of CATL (Contemporary Amperex Technology Co., Limited) in 2019 [1] - Five of the top ten power battery installation companies in China have established operations in Sichuan, including CATL and Zhongchuang Xinhang [1] Group 2 - The conference includes an opening ceremony, a general assembly, six thematic meetings, and multiple exhibition activities, focusing on advanced technologies, new energy storage, recycling, innovative applications, and logistics supply chains [2] - The exhibition will showcase cutting-edge technology applications in areas such as low-altitude economy, embodied intelligence, electric tools, and electric vessels [2] - The event aims to sign a number of significant projects within the power battery industry chain, promoting Yibin's vibrant development and collaboration with global industry leaders [2]

1—10月，国内动力电池累计装车量578.0GWh,累计同比增长42.4%。其中三元电池累计装车量 107.7GWh，占总装车量18.6%，累计同比下降3.0%；磷酸铁锂电池累计装车量470.2GWh，占总装车量 81.3%，累计同比增长59.7%。 人民财讯11月12日电，中国汽车动力电池产业创新联盟发布的数据显示，10月，国内动力电池装车量 84.1GWh，环比增长10.7%，同比增长42.1%。其中三元电池装车量16.5GWh，占总装车量19.7%，环比 增长19.8%，同比增长35.8%；磷酸铁锂电池装车量67.5GWh，占总装车量80.3%，环比增长8.6%，同比 增长43.7%。 ...

图片来源：每经记者 梁枭 摄 资料图 政策调整刺激订单增长，消费者扎堆年底提车 "最近一两周跟我们所有的电池厂商老板都喝过酒了！"11月6日晚，小鹏汽车董事长何小鹏在接受《每日经济新闻》记者采访时，对当下动力电池的产能 现状颇为感慨。 据记者了解，今年四季度我国动力电池厂商的产能供给趋紧，产能利用率达到高位，车企们纷纷出招"抢"电池，无论是三元锂还是磷酸铁锂电池。 车fans创始人孙少军表示："最近，供应链配货是大问题，尤其是宁德时代这样的核心供应商。各品牌要货时间特别紧张，现在都是拼人脉的时候了。"此 外，还有媒体报道称，数家中国车企的采购人士集中到宁德时代总部销售办公室"堵门"，以期锁定电池产能。对此，记者向宁德时代方面求证，截至发稿 未获置评。 储能市场需求火热，产业链形成"反向虹吸" 业内认为，储能市场对锂电池需求的激增，是造成"动力电池再度趋紧"的另一大关键因素。"国内乘用车动力电池主要是（磷酸）铁锂（电池），铁锂电 芯产能虽大但储能项目集中放量，导致阶段性挤占车用资源。"刘运程告诉记者，"铁锂目前的问题是虽然总量上充足，但很多产线被抽去做储能。" 就储能市场的表现，张金惠告诉记者："储能（市场）在 ...

人民财讯11月12日电，11月12日，2025世界动力电池大会开幕式在四川宜宾国际会展中心开幕，该大会 由四川省人民政府主办，宜宾市人民政府、四川省经济和信息化厅、工业和信息化部装备工业发展中心 共同承办，自2022年起已连续成功举办三届，已成为全球动力电池产业交流与合作的重要平台。据悉， 本届大会以"新视野新生态新机遇"为主题，涵盖1场开幕大会、1场全体大会、6场专题会议及多场展览 展示活动，全方位搭建产业交流合作平台。其中，6场专题会议精准聚焦前瞻技术、新型储能、回收利 用、创新应用、物流供应链、质量强链六大关键领域，展览展示则集中呈现低空经济、具身智能、电动 工具、电动船舶等前沿技术应用场景。 ...

Core Insights - The 2025 World Power Battery Conference has opened in Yibin, Sichuan, highlighting the importance of the power battery industry in China [1] Industry Developments - The Ministry of Industry and Information Technology's Vice Minister, Xin Guobin, emphasized China's active participation in the formulation of international standards and regulations for the power battery industry [1] - There are over 50 Chinese companies that have achieved localized production and supply overseas, indicating a significant expansion of China's power battery industry on a global scale [1]