证券日报网讯2月5日，德赛电池（000049）在互动平台回答投资者提问时表示，公司积极关注数据中心 电源业务的市场机会，将努力把握市场机遇，积极拓展/深化与目标客户群体的合作。 ...

每经AI快讯，国轩高科2月5日晚间发布公告称，本次向特定对象发行股票方案已经公司第十届董事会 第一会议审议通过。本次发行股票的发行对象不超过35名（含本数），本次向特定对象发行股票的发行 数量按照募集资金总额除以发行价格确定，不超过本次发行前公司总股本的15%，即不超过约2.72亿股 （含本数），并以中国证监会同意注册的数量为准。本次发行的发行价格不低于定价基准日前20个交易 日公司A股股票均价的80%。本次发行拟募集不超过50亿元，募集资金用于以下用途：补充流动资金项 目，总投资10亿元，拟投入募集资金10亿元；新型锂离子电池（20GWh）智造基地项目，总投资40亿 元，拟投入募集资金10亿元；国轩高科20GWh新能源电池基地项目，总投资约40亿元，拟投入募集资 金10亿元；年产20GWh动力电池项目，总投资约50.01亿元，拟投入募集资金20亿元。 每经头条（nbdtoutiao）——仅老年独居者就数千万，谁能帮他们从容老去？意定监护在国内诞生已14 年，距全面落地还差"最后一公里" （记者 王晓波） ...

Core Viewpoint - Guoxuan High-Tech (002074.SZ) plans to issue A-shares to specific investors, aiming to raise up to 5 billion yuan for various battery projects and working capital [1] Group 1: Stock Issuance Details - The company intends to issue shares to no more than 35 specific investors [1] - The issuance price will be no less than 80% of the average stock price over the 20 trading days prior to the pricing benchmark [1] - The total number of shares to be issued will not exceed 272 million [1] Group 2: Fundraising Purpose - The total amount raised from the stock issuance will not exceed 5 billion yuan [1] - The funds will be used for a 20GWh power battery project, a 20GWh new energy battery base project, a 20GWh lithium-ion battery manufacturing base project, and to supplement working capital [1]

格隆汇2月5日｜国轩高科发布未来三年（2026-2028年）股东回报规划。未来三年，公司现金股利政策 目标为剩余股利。在符合现金分红条件的情况下，公司原则上每年现金分红金额应不低于当年实现的净 利润的10%，且最近3年累计现金分红金额不低于最近3年实现的年均净利润的30%。 ...

本次向特定对象发行股票募集资金总额不超过50亿元(含本数)，在扣除发行费用后拟全部用于：年产 20GWh动力电池项目、国轩高科20GWh新能源电池基地项目、新型锂离子电池(20GWh)智造基地项 目、补充流动资金。 智通财经APP讯，国轩高科(002074.SZ)披露2026年度向特定对象发行A股股票预案，公司拟向不超过35 名(含本数)发行对象发行股票，发行价格不低于定价基准日前20个交易日公司A股股票均价的80%，数 量不超过2.72亿股(含本数)。 ...

2026年储能市场依旧保持高景气度，不仅国内企业迎来集体爆单，韩系电池企业也接连落地重磅合作订单。 2月4日，LG新能源对外披露，已与韩国韩华集团美国子公司 Qcells 达成协议，将为其能源存储系统（ESS）项目供应储能电池，双方均计 划实现当地生产，以此规避关税层面的不确定性。 根据协议 内容， LG新能源将为Qcells供应5GWh储能电池，交付周期为 2028年-2030年，相关产品将由 LG新能源美国密歇根州霍兰德工 厂负责生产。 公开资料显示，韩华Qcells为全球知名光伏产品制造商，2006年于美国纳斯达克上市，主营业务涵盖晶体硅、硅片、高效太阳能电池及组件 的研发、生产与销售，可提供光伏电站开发等一体化解决方案，目前已在韩国、马来西亚、美国等多国完成生产与研发布局。 当前，受美国《通胀削减法案》补贴政策调整、北美电动汽车市场需求放缓等因素影响，LG新能源正加速向储能赛道转型，通过改造动力电 池产线匹配储能市场的产能需求，其中霍兰德工厂是其率先推进产线改造的核心基地。 2025年5月，LG新能源霍兰德工厂正式实现储能电池量产，规划产能达16.5GWh。依托该工厂的量产能力，LG 新能源成为韩系电 ...

Core Viewpoint - The company, XWANDA, is actively pursuing its H-share listing in Hong Kong, having recently resubmitted its application and updated its prospectus, while showcasing significant growth in its energy storage business, with a 160% increase in sales volume year-on-year [2][3][11]. Financial Performance - XWANDA's revenue for the years 2022, 2023, and 2024 was reported as 52.162 billion, 47.862 billion, and 56.021 billion RMB respectively, with a notable recovery in 2024 surpassing 2022 levels [3][4]. - The gross profit for the same years was 6.285 billion, 6.118 billion, and 8.203 billion RMB, indicating an improvement in profitability with a gross margin increase from 12.0% in 2022 to 16.2% in the first three quarters of 2025 [3][4]. - The revenue from the energy storage systems reached 4.55 million, 11.1 million, and 18.89 million RMB for the years 2022, 2023, and 2024, respectively, reflecting continuous high growth [3][4]. Product Sales and Growth - The sales volume of energy storage systems surged from 7.7 GWh to 20.0 GWh, marking an increase of approximately 160% [6]. - The production capacity for energy storage systems is projected to reach 21.3 GWh by the end of 2025, with a utilization rate of 86.3% [5][9]. Strategic Expansion - XWANDA plans to utilize the funds raised from its Hong Kong listing to support its extensive overseas production capacity expansion, with existing production bases in Hungary, Vietnam, Morocco, and India [8][9]. - The company has established 25 major production bases, with 19 located in China and 6 overseas, to meet the growing demand from both domestic and international clients [9][11]. Market Outlook - The global energy storage market is expected to grow rapidly, driven by the development of renewable energy and data centers, positioning XWANDA to leverage its product quality and technical capabilities to expand its market share [11].

Core Viewpoint - The collaboration between Changan Automobile and CATL marks a significant shift in the battery industry, with the launch of the world's first sodium-ion mass-produced passenger vehicle expected in mid-2026, indicating the commercial viability of sodium batteries after a decade of development [1][2]. Strategic Alliance - Changan Automobile has chosen CATL as its "sole partner" for the sodium battery strategy, reflecting a strong consensus on industry trends and a strategic decision to pivot towards sodium batteries as a key focus for the coming years [2]. - Changan's commitment to sodium batteries will encompass multiple brands, including Avita, Deep Blue, Qiyuan, and Gravity, with plans to launch new models featuring CATL's sodium batteries [2]. Technical Specifications - The sodium battery cells have an energy density of up to 175 Wh/kg, which is currently the highest in the industry, and vehicles equipped with these batteries will have a pure electric range exceeding 400 km [3]. - The sodium battery maintains over 90% capacity at -40°C and can operate at -50°C, with discharge power nearly three times that of conventional lithium iron phosphate batteries at -30°C [3]. - Future upgrades could increase the pure electric range to 500-600 km and hybrid range to 300-400 km, potentially covering over 50% of market demand for range [3]. Market Dynamics - The sodium battery is expected to replace lithium iron phosphate batteries in certain applications, with cost parity anticipated as production scales up, potentially capturing about 50% of the market share currently held by lithium iron phosphate batteries [4]. - The sodium battery industry is transitioning from small-scale trials to large-scale production, with projections indicating a tenfold increase in sodium battery production capacity from 11,000 tons in 2025 to over 120,000 tons in 2026 [6]. Industry Expansion - The sodium battery market is expected to grow significantly, with major players like BYD and CATL investing heavily in sodium battery projects, indicating a shift towards a more diversified battery supply chain [6]. - By 2030, the global sodium battery market is projected to approach 410 GWh for sodium-ion power batteries, nearing the 580 GWh mark for energy storage batteries, suggesting that sodium batteries will become mainstream alongside lithium batteries [7].

证券日报网讯 2月5日，南都电源在互动平台回答投资者提问时表示，2026年度，公司将持续做好主业 经营，通过技术创新和市场拓展提升核心竞争力，同时保持与投资者的良好沟通，及时传递公司价值， 力争以好业绩回报广大投资者的信任与支持。 （文章来源：证券日报） ...

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~ 2026国际电池产业大会 2026国际电池产业大会 0 2 会议背景 在全球能源转型加速推进的浪潮下，电池产业作为新能源汽车、储能系统等战略性新兴产业的核心支 撑，正迎来需求激增与技术革新并存的黄金发展周期。据ICC鑫椤资讯预测，2026年的增长率将达到 34.6%，其中储能领域增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆 发"的盛况。与此同时，全球电池产业格局正经历深刻重构，原材料供应链韧性、国际贸易壁垒应对、 绿色低碳生产等成为行业共同面临的关键课题。 马来西亚凭借优越的地理位置、友好的投资政策及完善的产业支持体系，已成为全球电池产业链布局的 重要枢纽。截至2025年，中国电池产业链企业在马来西亚投资金额超过260亿元，涵盖电池电芯、隔 膜、负极材料等全产业链环节，形成了较为完整的产业生态。在此背景下，东南亚新兴市场的崛起为全 球电池产业注入新动能，也催生了跨区域、跨领域的技术交流与合作需求。 为搭建全球电池产业精英对话平台，汇聚企业实践经验与高校科研智慧，共探产业发展新路径， 2026 ...