【重点关注】 ·商务部：中方持续深化中委经贸关系意愿不会改变 ·工信部等部门联合召开动力和储能电池行业座谈会部署规范产业竞争秩序工作 ·广州：加快建设先进制造业强市 2035年工业增加值翻一番 【国内要闻】 ·商务部8日举行例行新闻发布会，商务部新闻发言人何亚东在回应有关委内瑞拉的提问时说，美方的霸权行径，严重违反国际法，侵犯委内瑞拉主权，威胁 拉美地区和平与安全，中方对此坚决反对。中委经贸合作是主权国家之间的合作，受到国际法和两国法律的保护，其他国家无权干涉。无论委政局如何变 化，中方持续深化两国经贸关系的意愿不会改变。 ·据证券时报，8日，一份网传会议纪要显示，1月6日，市场监管总局约谈了光伏协会、通威、协鑫、大全、新特、亚硅、东方希望等单位，会议主要内容涉 及通报有关垄断风险、提出明确整改意见并对企业做好整改工作提出要求等。业内相关人士并未否认网传纪要内容的真实性。同时，一位企业人士回应称， 企业将严格按监管部门和主管部门要求开展自律、落实好国家"反内卷"相关工作要求；如有需公告的情况将如实及时披露；一切以政府及企业依法依规披露 信息为准。 ·从国家铁路局召开的2026年全国铁路监督管理工作会议上获悉， ...

Core Viewpoint - The Chinese government is taking steps to regulate the rapidly growing power and energy storage battery industry to address irrational competition and ensure sustainable development [2]. Group 1: Industry Overview - The power and energy storage battery industry in China has developed rapidly and gained a competitive advantage globally, but faces issues such as blind expansion and irrational price competition [2]. - The Ministry of Industry and Information Technology (MIIT) emphasizes the need for market regulation, price enforcement, and quality supervision to combat these issues [2]. Group 2: Capacity Management and Industry Self-Regulation - MIIT aims to optimize capacity management and establish a monitoring and early warning mechanism to prevent overcapacity risks [2]. - The industry is encouraged to self-regulate, with associations playing a role in guiding companies to layout capacity scientifically and promote fair competition [2]. Group 3: Price Competition and Market Impact - The price of lithium iron phosphate materials has plummeted from 173,000 yuan/ton to 34,000 yuan/ton, a decline of 80.2%, leading to continuous losses in the industry for over 36 months [3]. - The average asset-liability ratio of six listed companies in this sector reached 67.81% [3]. Group 4: Industry Challenges and Recommendations - The ongoing price war has resulted in significant price drops for energy storage systems, with average procurement prices falling to 421.52 yuan/kWh and the lowest bid at 370.00 yuan/kWh [4]. - Industry leaders express concerns that this prolonged low-price competition poses quality and safety risks, urging major companies to resist bidding below cost [5].

Core Viewpoint - The article discusses the rapid development of China's power and energy storage battery industry, highlighting the need for regulatory measures to address irrational competition and ensure sustainable growth [3][4]. Group 1: Industry Overview - China's power and energy storage battery industry has achieved a competitive advantage globally but faces challenges such as blind expansion and irrational price competition [3]. - The Ministry of Industry and Information Technology (MIIT) emphasizes the need for enhanced market supervision, price enforcement, and product quality checks to combat these issues [3][4]. Group 2: Market Conditions - The industry has experienced significant price drops, with lithium iron phosphate material prices plummeting from 173,000 yuan/ton to 34,000 yuan/ton, a decrease of 80.2% from the end of 2022 to August 2025 [4][5]. - The average debt-to-asset ratio of six listed companies in the sector reached 67.81%, indicating financial strain due to prolonged losses [4]. Group 3: Competitive Landscape - Despite increased demand for lithium iron phosphate materials, cost pressures remain unresolved, leading to a situation where some companies sell below cost [5][6]. - The average price for a 4-hour energy storage system has dropped to 421.52 yuan/kWh, with the lowest bid at 370.00 yuan/kWh, marking a historical low [5]. Group 4: Industry Response - Industry leaders are calling for self-regulation to combat low-price bidding, with suggestions to reform bidding processes to prioritize technology over price [6][7]. - The need for a collaborative approach among leading companies to resist below-cost bidding practices is emphasized to maintain quality and safety standards in the industry [6][7].

Core Viewpoint - The Chinese government is taking steps to regulate the rapidly growing power and energy storage battery industry to address irrational competition and ensure sustainable development [1][2]. Group 1: Industry Overview - The power and energy storage battery industry in China has developed rapidly and gained a competitive advantage globally, but faces issues such as blind construction and irrational price competition [1]. - The industry has experienced significant price drops, particularly in lithium iron phosphate materials, which fell from 173,000 yuan/ton to 34,000 yuan/ton, a decrease of 80.2% from the end of 2022 to August 2025 [2]. Group 2: Regulatory Measures - The Ministry of Industry and Information Technology (MIIT) emphasizes the need for enhanced market supervision, price enforcement, and product quality checks to combat intellectual property violations [1]. - The MIIT also aims to optimize capacity management and strengthen macro-control to prevent overcapacity risks [1]. Group 3: Industry Challenges - The industry is facing a prolonged price war, with storage system prices dropping by approximately 80% over the past three years, raising concerns about quality and safety [4]. - A significant portion of system integrators is reportedly selling below cost, which is increasing the risk of systemic issues within the energy storage supply chain [4]. Group 4: Recommendations - Industry leaders are urged to resist bidding below cost and establish enforceable self-regulatory mechanisms to improve market conditions [5]. - There is a call for reforming the bidding evaluation system to increase the weight of technical scores, moving away from a price-centric approach [5].

据"工信微报"官微今日消息，工业和信息化部（下称"工信部"）、国家发展改革委、市场监管总局和国 家能源局日前联合召开动力和储能电池行业座谈会，研究部署进一步规范动力和储能电池产业竞争秩序 工作。 据"工信微报"表述，我国动力和储能电池产业发展迅速，在全球范围内取得阶段性竞争优势。但受多种 因素影响，行业内存在盲目建设情况，出现低价竞争等非理性竞争行为，扰乱正常市场秩序，削弱行业 可持续发展能力，必须予以规范治理。 行业非理性竞争的结果是，在2025年大规模集采/框采中，储能系统频频报出接近成本线的价格。据中 关村储能产业技术联盟数据，以4小时储能系统（额定功率下能持续放电4小时的储能设施）集采/框采 价格为例，其均价为421.52元/kWh，中标最低价为370.00元/kWh，跌破400元/kWh，创历史新低。 据第一财经记者了解，由于前两年锂电材料产业盲目扩张导致产能过剩，正极材料、隔膜、铜箔、铝箔 等多环节均出现"头部企业微利二线亏钱""即时盈利但回收期长"等问题。 以正极材料为例。作为目前储能和动力电池领域应用最广的正极材料之一，磷酸铁锂企业亦面临低价内 卷及盈利难的问题。 据中国化学与物理电源行业协会 ...

Core Viewpoint - The meeting highlighted the rapid development of China's power and energy storage battery industry, achieving a competitive advantage globally, but also pointed out issues such as blind construction and irrational low-price competition that disrupt market order and weaken sustainable development capabilities [1][2]. Group 1: Industry Challenges - The industry faces blind construction and irrational low-price competition, which disrupt normal market order and weaken sustainable development [2]. - There is a need for regulatory measures to address these issues, including strengthening market supervision and enhancing price enforcement checks [2]. Group 2: Regulatory Measures - The meeting called for optimized capacity management, establishing capacity monitoring and early warning mechanisms, and enhancing macro-control to prevent overcapacity risks [2]. - Support for industry self-discipline and the role of industry associations is emphasized to guide enterprises in scientific capacity layout [2]. Group 3: Collaborative Efforts - Strengthening regional collaboration and central-local coordination is necessary, along with comprehensive policy measures to guide local enterprises and control redundant construction [2].

Core Viewpoint - The meeting emphasized the rapid development of China's power and energy storage battery industry, which has achieved a competitive advantage globally, but also highlighted issues such as irrational competition and blind construction that disrupt market order and sustainability [2]. Group 1: Industry Development and Challenges - The power and energy storage battery industry in China is developing rapidly and has gained a competitive edge on a global scale [2]. - There are issues of blind construction and irrational price competition within the industry, which disrupt normal market order and weaken sustainable development capabilities [2]. Group 2: Regulatory Measures - The meeting called for strengthened market regulation, including enhanced price enforcement checks and increased supervision of production consistency and product quality [2]. - There is a need to optimize capacity management by establishing capacity monitoring and early warning mechanisms to prevent overcapacity risks [2]. Group 3: Industry Self-Regulation and Collaboration - The meeting stressed the importance of industry self-regulation and the role of industry associations in guiding enterprises to scientifically layout capacity and promote a fair competitive market order [2]. - Strengthening regional collaboration and central-local coordination is essential to control redundant construction and promote healthy industry development [2].

End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 工业和信息化部等部门联合召开动力和储能电池行业座谈会，部署规范产业竞争秩序工 作。 1月7日，工业和信息化部、国家发展改革委、市场监管总局、国家能源局联合召开动力和 储能电池行业座谈会，深入学习贯彻习近平总书记重要指示批示精神，落实党中央、国务 院决策部署，研究部署进一步规范动力和储能电池产业竞争秩序工作。工业和信息化部党 组成员、副部长辛国斌主持会议。 会议指出，我国动力和储能电池产业发展迅速，在全球范围内取得阶段性竞争优势。同 时，受多种因素影响，行业内存在盲目建设情况，出现低价竞争等非理性竞争行为，扰乱 正常市场秩序，削弱行业可持续发展能力，必须予以规范治理。 要强化市场监管 ，加强 价格执法检查，加大生产一致性和产品质量监督检查力度，打击涉知识产权违法行为。 要优化产能管理 ，健全产能监测和分级预警机制，加强宏观调控，防范产能过剩风险。 要支持行业自律 ，发挥行业协会作用，引导企业科学布局产能，推动构建优质优价、公 平竞争的市场秩序。 要加强区域协同 ，强化央地协同联动、综合施策，加强对本地企业 指导，严控重复建设，推 ...

Core Viewpoint - The meeting held by multiple government agencies emphasizes the need to regulate the rapidly developing power and energy storage battery industry in China to address irrational competition and ensure sustainable development [2] Group 1: Industry Development - China's power and energy storage battery industry has developed rapidly and gained a competitive advantage globally [2] - The industry faces issues such as blind construction and irrational low-price competition, which disrupt normal market order and weaken sustainable development capabilities [2] Group 2: Regulatory Measures - There is a call to strengthen market supervision, enhance price enforcement inspections, and increase oversight of production consistency and product quality [2] - The meeting highlights the importance of combating intellectual property violations within the industry [2] Group 3: Capacity Management - The need to optimize capacity management is stressed, including the establishment of capacity monitoring and early warning mechanisms to prevent overcapacity risks [2] - Support for industry self-discipline and the role of industry associations in guiding enterprises to layout capacity scientifically is emphasized [2] Group 4: Regional Coordination - The meeting advocates for enhanced regional collaboration and coordination between central and local governments, along with comprehensive policy measures [2] - There is a focus on guiding local enterprises, controlling redundant construction, and promoting healthy and orderly industry development [2]

会议指出，我国动力和储能电池产业发展迅速，在全球范围内取得阶段性竞争优势。同时，受多种因素 影响，行业内存在盲目建设情况，出现低价竞争等非理性竞争行为，扰乱正常市场秩序，削弱行业可持 续发展能力，必须予以规范治理。要强化市场监管，加强价格执法检查，加大生产一致性和产品质量监 督检查力度，打击涉知识产权违法行为。要优化产能管理，健全产能监测和分级预警机制，加强宏观调 控，防范产能过剩风险。要支持行业自律，发挥行业协会作用，引导企业科学布局产能，推动构建优质 优价、公平竞争的市场秩序。要加强区域协同，强化央地协同联动、综合施策，加强对本地企业指导， 严控重复建设，推动行业健康有序发展。 （文章来源：新华财经） 新华财经北京1月8日电据工业和信息化部微信公众号"工信微报"消息，1月7日，工业和信息化部、国家 发展改革委、市场监管总局、国家能源局联合召开动力和储能电池行业座谈会，研究部署进一步规范动 力和储能电池产业竞争秩序工作。 ...