12月28日，宁德时代供应商大会在宁德举行。2026年宁德时代将在换电、乘用车、商用车、储能等领域 大规模应用钠电池，有望形成"钠锂双星闪耀"的新趋势。 ...

Core Viewpoint - The signing of the 130,000-ton lithium manganese iron phosphate (LMFP) cathode material project by Jiangsu Hengchuang Nano Technology Co., Ltd. in Yinchuan Economic Development Zone represents a significant step in establishing a new battery manufacturing base in Yinchuan, with a total investment of approximately 4.8 billion yuan [2][3]. Group 1 - The project will have a total investment of about 4.8 billion yuan, with the first phase involving an investment of 1 billion yuan and an annual production capacity of 25,000 tons, expected to generate an annual output value of no less than 1 billion yuan and create over 100 new jobs [2]. - LMFP is viewed as the "next-generation mainstream cathode material" due to its safety and energy density advantages, with a potential energy density increase of 15%-20% compared to traditional lithium iron phosphate [2][3]. - Hengchuang Nano is the only company globally with core patents for LMFP and is among the few that master the core preparation technology, utilizing a unique "solid-liquid mixing one-step method" to address industry challenges [2][3]. Group 2 - The project aims to become the largest LMFP production base in Northwest China, with the first phase focusing on applications in power batteries, while future capacity will be released based on market demand and technological advancements [3]. - The local abundance of manganese and phosphorus resources, along with green electricity advantages, will significantly reduce raw material transportation and energy costs, creating a localized closed-loop from resources to applications [3]. - The Yinchuan Economic Development Zone has innovatively introduced a "pre-financing investment attraction" model, facilitating rapid due diligence and investment assessments by over 30 financial institutions during a special roadshow [3][4]. Group 3 - The development of the new battery manufacturing base is part of Yinchuan's broader strategy to attract leading enterprises and create a diverse technology matrix that includes lithium-rich manganese-based materials, LMFP, and sodium-ion battery materials [4]. - The economic zone aims to form a complete ecosystem for new battery materials by attracting supporting enterprises in electrolyte, conductive agents, and battery recycling [4].

有业内人士表示，物流场景的广泛性与复杂性使得相关车辆在续航里程、充电速度等方面仍存在一定瓶颈。 在绿色低碳转型加速推进背景下，物流领域传统车型新能源化转型正在加快，越来越多的绿色运输车辆得以应用，该趋势也受到电池企 业关注。今年以来，包括宁德时代、亿纬锂能在内的多家头部厂商凭借在商用车动力电池领域的深厚技术积累，通过战略合作等多元模 式切入并深度布局物流赛道。 值得注意的是，与私家车相比，物流车日均行驶里程更长、运营频次更高，因此对配套电池性能提出更高要求。"比如，续航里程受 限、充电不便、电池自重较大等挑战仍制约着电动重卡在长途运输场景中的大规模推广，需要企业聚焦电池充电效率展开技术攻坚，并 逐步完善配套服务体系，从而进一步提升运营效率。"一位电池行业分析师向《中国能源报》记者表示。 有业内人士表示，物流场景的广泛性与复杂性使得相关车辆在续航里程、充电速度等方面仍存在一定瓶颈。未来，随着电池企业持续加 码核心技术研发并不断推出更加适配物流场景需求的产品，有望进一步助推物流用车电动化进程提质提速。 加码相关业务合作 今年以来，已有多家电池厂商在物流领域展开战略合作与业务布局。近期，哆啦好运新能源物流平台与比亚 ...

电池巨头，又遭"空袭"！ 据最新消息，韩国动力电池龙头企业LG新能源公告，科德宝集团旗下业务部门已取消了与公司签订的3.9万亿韩元电动汽车电 池供应合同。这意味着，在不到十天的时间内，LG新能源已损失了13.5万亿韩元的合同，折合人民币约650亿元。 出售美国资产 当地时间周三（12月24日），LG新能源公告，公司拟以4.2万亿韩元（约合28.6亿美元）的价格，将其位于美国俄亥俄州的L- H电池公司相关资产出售给本田美国子公司，该交易预计将于明年2月底正式完成交割。根据LG新能源发布的监管文件，此次 交易不包含土地与设备，旨在提升合资企业的运营效率。 根据LG新能源向监管机构提交的文件，该公司将向本田美国子公司出售合资企业L-H Battery Company的厂房及所有建筑相关 设施（土地与生产设备除外）。合资企业将通过租赁协议继续使用该设施，生产与运营计划保持不变。此次通过转为租赁模 式，LG新能源有望削减占总投资最大比例的建造成本，从而缓解财务压力。LG新能源指出，此举是其应对全球电动车市场低 迷及美国消费者电动车补贴退坡所带来的不确定性，盘活固定资产占用资金的战略举措之一。 几天之前，LG新能源被福特 ...

证券日报网12月26日讯，德尔股份（300473）在接受投资者提问时表示，公司固态电池目前以氧化物电 解质技术路线为主。公司固态电池具有较高的安全性，已经通过了第三方检测机构的针刺、加热和过充 电试验，以及锂电池国际航运和陆运所需的UN38.3认证。另外，公司固态电池耐高温性能方面表现突 出，依靠自然散热，即可在较高温度条件下连续正常工作。同时，公司固态电池制备采用成熟的涂布工 艺，流程简单、易于批量生产。 ...

Core Viewpoint - Zhongwei New Materials Co., Ltd. has signed a strategic cooperation framework agreement with Xinwanda Power Technology Co., Ltd. to collaborate on the research and industrialization of key materials for solid-state batteries, focusing on applications in electric vehicles and energy storage systems [1][4]. Group 1: Cooperation Focus - The cooperation will concentrate on three main areas: 1. Joint development of new precursor materials for solid-state batteries, which must exhibit high energy density, safety, and long cycle life [3][6]. 2. Xinwanda will lead the development of cathode materials and complete cells based on the precursors provided by Zhongwei, facilitating practical applications in energy storage [3][6]. 3. Both companies will explore mass production pathways to scale up solid-state battery materials [3][6]. Group 2: Company Background - Zhongwei is a leading global supplier of ternary precursors, with significant expertise in high-nickel and single-crystal precursor technologies [3][6]. - Xinwanda has been investing in semi-solid and all-solid-state battery research and has established a product line specifically for energy storage batteries [3][6]. Group 3: Strategic Importance - The collaboration aims to bridge the "materials - cells - applications" chain, particularly addressing the stringent safety and cycle life requirements for large-scale energy storage projects, thereby accelerating the transition of solid-state battery technology from laboratory to engineering [3][6]. - Solid-state batteries are expected to offer advantages in energy storage, including reduced risk of thermal runaway, extended lifespan, and simplified thermal management systems [3][6]. Group 4: Future Plans - A joint technical team will be established to advance material validation and pilot testing, as well as to assess the feasibility of building complementary production capacity [4][7]. - This signing marks a significant step for both companies in the next-generation battery technology landscape and provides a new collaborative model for exploring high safety and long-duration energy storage technologies in the domestic energy storage industry [4][7].

精密智造与工业检测正在变成定义产品上限、成本下限的基础设施。 " 当前我们制造电池的核心，就是要把极片的面密度看清楚 —— 你得精准知道这一卷材料里到底 有多少活性物质。 " 摘要 11 月 18 日，在 2025 高工锂电年会 " 电池多样化体系的创新 " 专场上，南京华视 集团 董事 长曹国平，用这句话点明了自己要讲的重点。 在题为《精密智造与工业检测新技术赋能电池多元创新》的演讲中，他从全幅宽面密度全检讲到卷 绕、叠片前移的一致性控制，再到工业 CT 和二次氦检替代方案，试图回答一个问题： 当电池技术路线走向多元，制造和检测能力如何把质量与成本的 " 地板 " 打牢。 从1%抽检到100%全检：把极片"看清楚" 在极片制造环节，行业长期习惯于扫描式 X 射线面密度检测：光斑直径只有几十毫米，实质是抽 检，覆盖率往往只有 1%–1.8% ，既难以真实反映面密度和厚度一致性，也难以支撑高精度的涂 布闭环控制。 华视给出的方案，是把抽检变成全检。 他们把长条形 X 射线光斑和线阵半导体探测器铺满极片全幅宽，实现线扫式 100% 覆盖；配合 自研的软件系统、自动标定与水冷系统等，把传统 " 点测 " 变成 " ...

特斯拉宣布，其位于德国柏林附近Grünheide的超级工厂(Gigafactory Berlin-Brandenburg)计划从2027年起正式开始电池电芯(cell)生 产， 投资一个亿欧元， 目标年产能约8GWh来提升欧洲电池产能。 自格伦海德电动汽车工厂2022年投产以来，特斯拉已累计投入数十亿欧元。为升级现有生产基础设施、实现电池全面量产，该公司计划再向 这一基地注入数亿欧元资金。 特斯拉向德新社表示，"若条件成熟"，格伦海德工厂有望建成全电池产业链基地。不过，面对中国和美国厂商的激烈竞争，欧洲本土的电池 生产依然难以盈利，在大规模电池产能布局上，欧洲目前仍落后于中国。 "我们的目标是扩大该工厂的垂直整合生产范围：从电池到整车，所有环节都将在同一地点完成。这在欧洲是独一无二的，同时也增强了我们 供应链的韧性，"特斯拉表示，"如果条件合适，未来整个电池价值链也将在格伦海德完成。在与中国和美国的国际竞争中，目前在欧洲经济 高效地生产电池几乎是不可能的。" 据悉，格伦海德工厂雇佣了约 11500 名员工，是特斯拉在欧洲唯一的超级工厂。 | 往 | 期 回 | 顾 | | | --- | --- | --- ...

Group 1 - JD announced that 92% of its employees will receive year-end bonuses, with total investment in bonuses increasing by over 70% year-on-year for 2025, marking the largest increase in the industry this year [2][3] - JD's retail group and functional systems will implement a two-year plan to achieve a 20-salary structure, with some departments already achieving a 19-salary structure this year [3][4] - ByteDance has also increased its bonus investment by 35% and salary adjustment investment by 1.5 times for 2025, aiming to attract and retain top talent [4][5] Group 2 - Ningde Times announced a salary adjustment for its first to sixth-level employees, increasing basic wages by 150 yuan starting January 1, 2026, along with a Spring Festival bonus plan [6][9] - In Q3 2025, Ningde Times reported revenue of 1,041.85 billion yuan, a year-on-year increase of 12.90%, and a net profit of 185.49 billion yuan, up 41.21% [7] - BYD is also implementing salary increases for its technical research and development personnel, with adjustments ranging from 500 yuan to 4,500 yuan [9] Group 3 - The central economic work conference emphasized the implementation of a plan to increase urban and rural residents' income, indicating a shift towards concrete actions to boost income across all demographics [10][12] - Since 2025, over 20 provinces have raised their minimum wage standards, with Shanghai leading at 2,740 yuan [11] - Major companies like JD, ByteDance, Ningde Times, and BYD are setting a precedent for salary increases, which is expected to enhance consumer spending power and stimulate domestic demand [12]

Core Viewpoint - The article discusses the innovative advancements of Nanfu batteries, particularly the introduction of the fifth generation of their batteries, highlighting their technological superiority and market dominance in the battery industry [2][4][8]. Group 1: Product Innovation - Nanfu has launched the fifth generation of its batteries, which showcases significant improvements in technology and performance compared to previous generations [4][8]. - The second generation of Nanfu batteries improved energy capacity by 25%, while the third generation enhanced it by an additional 30% [8]. - The fifth generation utilizes advanced technologies such as a 0.158mm thick steel shell and a unique sealing structure, allowing for greater energy density and efficiency [9][10]. Group 2: Market Position - Nanfu dominates the battery market, with over 80% of batteries sold in the market being from Nanfu, and its brand value reached 26.386 billion RMB in 2022, doubling from the previous year [8]. - The company has maintained a competitive edge for over 30 years, continuously innovating rather than resting on its laurels [8][10]. Group 3: Manufacturing Excellence - Nanfu's manufacturing facility in Nanping is the largest single alkaline battery production plant globally, with an annual capacity exceeding 3 billion batteries [15]. - The production process is highly automated, utilizing AI for quality control and ensuring consistent performance across products [15][16]. - The company employs rigorous testing standards, exceeding national benchmarks, to ensure the reliability and safety of its batteries [16]. Group 4: Consumer Experience - Nanfu has developed specialized batteries for various applications, such as the Fenglan No. 1 battery for gas stoves, which has a long lifespan of up to one year [12][13]. - The company collaborates with global consulting firms to understand consumer needs and adapt its products accordingly, ensuring compatibility with a wide range of devices [13][14]. - Nanfu's commitment to quality and performance has led to a strong consumer trust, making it a preferred choice for various electronic devices [14][19].