（文章来源：证券日报） 证券日报网1月8日讯 ，海希通讯在接受调研者提问时表示，目前，公司未与深圳鹏程无限新能源有限 公司（以下简称"鹏程无限"）签署60GWh的战略合作协议。鹏程无限是国内首家同时获得宁德时代技 术与售后服务授权的储能电池研发和制造企业，公司目前已与鹏程无限签署了400MWh的电芯采购合 同。后续双方将深度合作，充分发挥各自优势，在产品研发、成本控制、优先供应等方面形成合力，构 建可持续发展的长期合作伙伴关系。 ...

Core Viewpoint - The meeting held on January 7 focused on regulating competition in the power and energy storage battery industry, aiming to establish a more rational market environment and ensure sustainable development in the sector [1]. Group 1: Industry Developments - A joint meeting was convened by multiple departments to discuss the regulation of competition in the power and energy storage battery industry, with participation from over ten leading companies in the sector [1]. - The meeting emphasized a policy direction for comprehensive rectification of irrational competition, which is expected to help market prices return to a reasonable range and protect corporate profit margins [1]. - The policy will provide scientific guidance on capacity expansion, preventing supply-demand imbalances similar to those experienced in the photovoltaic industry, thereby promoting sustainable development and healthy competition in the energy storage sector [1]. Group 2: ETF Performance - The Huaxia New Energy ETF (159368) on the ChiNext board experienced a slight decline of 0.26%, while some of its holdings, such as Weikang Co., saw an increase of over 11% [1]. - The Huaxia New Energy ETF is the largest ETF tracking the ChiNext New Energy Index, which includes various segments of the new energy and electric vehicle industries, such as batteries and photovoltaics [1]. - The ETF has high elasticity with a potential increase of up to 20%, the lowest fee structure with a total management and custody fee of only 0.2%, and a total scale projected to reach 676 million yuan by December 30, 2025 [1].

每经AI快讯，有投资者在投资者互动平台提问：储能电池行业前景广阔，目前公司储能电芯的产能是 多少？2026年是否会根据需求增长逐步扩大产能？ 博力威（688345.SH）1月5日在投资者互动平台表示，尊敬的投资者，您好！公司现有34145全极耳大 圆柱电芯产能约1.5GWh，可用于电动轻型车、便携式储能、中小工商业储能等领域，已于今年达到满 产。公司将通过本次定增，在原有电芯生产基地内增加建设全极耳大圆柱电芯生产线。感谢您对公司的 关注！ （记者 曾健辉） ...

Core Insights - The rapid expansion of AI data centers, combined with the "anti-involution" trend, is expected to create new opportunities in the renewable energy sector by 2026 [1] Group 1: Policy and Regulatory Developments - The National Development and Reform Commission and the National Energy Administration aim for renewable energy generation to account for approximately 30% of total power generation by 2030 [2] - By 2035, a new type of power grid platform will be established, enhancing the optimization of power resources and supporting the stable operation of the power system [2] Group 2: Market Growth and Trends - The "14th Five-Year Plan" indicates that non-fossil energy will gradually become the main energy supply, marking a significant transformation in the energy supply structure [3] - The global demand for electricity is expected to expand exponentially due to the booming AI data centers and the acceleration of global electrification [3] Group 3: Investment Opportunities - A report from Citigroup highlights that transformer and large-scale energy storage systems (ESS) may become critical bottleneck assets in supporting the expansion of AI data centers [3] - Various institutions have released strategies for 2026, expressing optimism for the renewable energy sector, particularly in upstream materials like graphite anode materials and lithium hexafluorophosphate [3] Group 4: High-Growth Stocks - A total of 64 stocks in the renewable energy sector are projected to have a net profit growth rate exceeding 20% in both 2026 and 2027 [5] - Among these, 31 stocks have an upside potential of over 20% based on the comparison of their closing prices on December 31, 2025, with the target prices predicted by institutions [5] Group 5: Specific Stock Insights - EVE Energy is expected to have a price increase potential of 52.4%, driven by the launch of a new cylindrical battery project and improvements in profitability through energy storage and solid-state batteries [7] - Igor's stock has a potential increase of 49.58%, benefiting from the scaling of overseas production and new growth opportunities in the data center sector [7] - The rolling P/E ratio for Satellite Chemical is the lowest at 9.71, with ongoing development of immersion liquid cooling solutions for various applications [8][9]

Core Insights - The global energy storage market is experiencing unprecedented demand, with a projected explosive growth in lithium battery shipments expected to reach 631 GWh in 2025, driven by strong overseas orders from Chinese energy storage companies, which surpassed 160 GWh in the first half of the year, marking a 220% year-on-year increase [4][5][7]. Group 1: Market Overview - The energy storage battery shipment volume is expected to see explosive growth by 2025, with a significant increase in overseas orders from Chinese companies [4]. - The top 15 energy storage battery manufacturers have collectively secured over 450 GWh in orders, primarily from markets in the Middle East, Australia, and Europe [7]. - The utilization rate of production capacity among leading companies is over 90%, with some orders scheduled for delivery as far out as 2026 [4]. Group 2: Key Players and Their Performance - CATL (宁德时代) is projected to maintain its position as the global leader in energy storage, with an estimated shipment of over 140 GWh for the year, and has secured over 300 GWh in orders for 2025, marking a threefold increase from 2024 [8][15]. - EVE Energy (亿纬锂能) has signed contracts exceeding 68 GWh in energy storage orders this year, with significant international collaborations in Europe and Australia [16][22]. - ChuangNeng New Energy (楚能新能源) has seen a remarkable increase in shipments, with projections of over 80 GWh for 2025, reflecting a 300% growth compared to 2024 [23]. - BYD has engaged in multiple large-scale projects, including a 12.5 GWh grid-side storage project in Saudi Arabia, contributing to a total of over 18.8 GWh in public projects [33][37]. - Gotion High-Tech (国轩高科) has secured various projects, including a 1.2 GWh order in Morocco, and is actively expanding its storage network across China [39][40]. Group 3: Strategic Collaborations and Innovations - CATL has established numerous strategic partnerships, including a three-year cooperation agreement with Suyuan Electric for a total of 50 GWh [9][10]. - EVE Energy has signed a strategic cooperation agreement with China Gas to achieve 1 GWh in orders within a year, focusing on both domestic and international markets [22]. - ChuangNeng New Energy has actively participated in bidding for major projects, securing significant contracts with state-owned enterprises [25]. - 瑞浦兰钧 has signed multiple agreements totaling 26.5 GWh in storage projects, with a strong focus on household storage solutions [32]. - Penghui Energy (鹏辉能源) has reported a third-quarter shipment of 6.74 GWh, with a significant increase in gross margin from 12% to 21% [48].

Core Viewpoint - XINWANDA's 314Ah energy storage cell has become the first product in the battery industry to receive EPD International environmental product declaration certification, indicating its leadership in lifecycle management and green low-carbon manufacturing [1][4]. Group 1: Product and Certification - The 314Ah energy storage cell is the core product of XINWANDA's energy storage cell family, recognized for its safety, high energy density, and long cycle life, contributing to the company's entry into the top ten global shipments of energy storage cells in China by 2025 [3][6]. - The EPD certification follows strict guidelines from the EPD International system, covering the entire environmental impact of the product from raw material acquisition to end-of-life [3][6]. - This certification serves as a recognition of the product's strength and reflects XINWANDA's commitment to ESG principles [3][6]. Group 2: Future Plans and ESG Commitment - XINWANDA plans to expand the coverage of the EPD system across its energy storage cell product matrix and promote the standardized application of environmental declarations in the industry [4][7]. - The company aims to contribute more value to the global energy transition and clean energy development through higher standards of green innovation and sustainable practices [4][7].

Global Market Overview - The Hang Seng Index closed at 25,434, down 1.29% for the day but up 26.79% year-to-date [1] - The S&P 500 Index in the US closed at 6,841, down 0.09% for the day and up 16.30% year-to-date [1] - The Japanese Nikkei 225 saw a slight increase of 0.14%, with a year-to-date increase of 26.97% [1] Hong Kong Stock Performance - The Hang Seng Financial Index closed at 46,622, down 0.49% for the day and up 32.69% year-to-date [2] - The Hang Seng Real Estate Index decreased by 1.56%, with a year-to-date increase of 19.58% [2] Chinese Stock Market Insights - The Chinese stock market experienced a pullback, with Hong Kong stocks declining more than A-shares, particularly in materials, energy, and real estate sectors [3] - The net buying from southbound trading was HKD 530 million, with Tencent, Xiaomi, and Alibaba seeing the most net buying [3] - The forecast for global and Chinese energy storage battery shipments is optimistic, with an expected growth rate exceeding 80% this year [3] Industry Analysis: Internet Sector - The year 2026 is projected to be crucial for capturing user attention in the AI era, focusing on lowering usage barriers and enhancing decision-making efficiency [4] - Companies with stable cash flows supporting AI investments and strong operational capabilities are expected to have higher long-term investment value [4] - Recommended stocks include Tencent, Alibaba, and Kuaishou for their AI-related growth potential [4] Consumer Sector Insights - The e-commerce sector is expected to benefit from national subsidies, with experience-based consumption (like travel and gaming) projected to grow faster than physical goods [5] - The competition in the local lifestyle sector is intensifying, but the online travel agency (OTA) sector shows resilience [5] Technology Sector Outlook - The AI industry is expected to see intensified competition and increased application monetization in 2026, with a focus on enhancing model capabilities [6][7] - Companies like Microsoft, Google, and Amazon are recommended for their potential in AI-driven revenue growth [8] Cloud Services Growth - Cloud service revenue growth is accelerating, with a significant increase in capital expenditures driven by demand [9] - AI investments are expected to enhance profit margins and create new revenue opportunities [9] AI Monetization Opportunities - The global AI spending is projected to grow by 37% to USD 2 trillion in 2026, with a focus on AI applications in various sectors [10] - Key areas for investment include AI applications in programming, creative generation, and enterprise intelligence [10]

Core Insights - The article emphasizes the importance of both innovation and collaboration among companies in similar industries to avoid competition that leads to price wars and instead focus on technological advancements [1][2][3] Group 1: Industry Trends - Companies in Shandong, such as Haier, Hisense, and Goer, are observed to share similar development strategies and industry layouts, focusing on industrial internet, smart connected vehicles, and urban governance [1] - The rise of new technologies like big data and artificial intelligence is seen as a critical opportunity for companies to align with market trends and user demands, leading to a competitive edge in high-quality development [2] - The transformation of the Chinese television industry from reliance on imports to becoming a global leader in sales is attributed to innovation across various domains, including hardware, software, and algorithms [2] Group 2: Innovation and Collaboration - The article highlights the necessity of collaborative efforts in technological breakthroughs, suggesting that modern scientific endeavors resemble an ecosystem rather than a linear production line [2] - A leading energy storage battery company in Zhuhai is actively recruiting industry experts to overcome technical challenges, demonstrating the importance of collective problem-solving for innovation [3] - The concept of "synergistic development" is emphasized, where companies must balance their growth with collaborative efforts to enhance their competitive advantages [3] Group 3: Strategic Positioning - Companies are encouraged to broaden their perspectives and identify their unique strengths to secure their market positions, avoiding the pitfalls of excessive competition [1][3] - The example of the "Six Little Dragons" in Hangzhou illustrates how companies can thrive in future industries by leveraging their specialized expertise while fostering open collaboration [3] - The article concludes that understanding the current landscape and carving out a distinct path is essential for sustainable growth and innovation in the industry [3][4]

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：中汽新能官微 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） 鑫椤报告预售： 作为欧洲电池制造领域的领军企业，比利时AVESTA公司已构建起"研发-制造-回收"全产业链闭环生 态，核心业务聚焦下一代固态电池的研发与规模化生产，技术实力与行业影响力广受认可。2025年8 月，该公司正式签约落户中国江苏省常州市金坛经济开发区，此举成为其布局亚洲市场的关键落子，为 此次跨国合作奠定了坚实基础。 此次2GWh储能项目的达成，既是AVESTA公司深耕新能源储能板块的重要战略布局，更彰显了其对中 汽新能在技术研发、产品可靠性及市场服务能力上的高度认可和信赖。 双方一致表示，将以此次签约为起点，构建长期稳定、互惠共赢的战略合作伙伴关系，携手开拓国际储 能市场新空间，为全球碳中和目标的实现贡献产业力量。 如想了解更多关于全球储能电池行业信息，欢 迎订购《2025-2029年全球储能市场运行趋势及竞争 策略研究报告 》，订购电话：1896400137 ...

透视财报：解读储能企业的业绩"含金量" （一）收入与净利润：行业规模效应显著，头部带动能力强 根据CNESA Datalink全球储能数据库不完全统计 ， 2025年第三季度新增装机 9.45GW/26.56GWh，同比+13%/+30%。 前三季度新增 装机规模达去年全年新增装机的 78%，2025 年新增装机有望超过去年。这充分表明， 尽管136号文的出台曾引发市场对增速放缓的担忧， 但储能电池行业凭借强劲的内生需求，依然展现出极高的发展 韧性与活力，实际装机表现持续向好。 | 公司 | 前三季度营收 | 前三季度净利润 | | --- | --- | --- | | | (亿元) | (亿元) | | 宇德时代 | 2831 | 490.3 | | 比亚迪 | 5662.66 | 233.33 | | 亿纬锂能 | 450 | Illianc 28.16 | | 欣旺达 | 435.3 | 14.05 | | 国轩高科 | 295.10 | 25.33 | | 鹏辉能源 | 75.81 | 1.15 | | 派能科技 | 20.13 | 0.48 | | 赣锋锂业 | 146.25 | 0.26 | | ...