12月8日，比亚迪(002594.SZ)旗下电池制造商弗迪电池官微宣布，于近日与哆啦好运新能源物流公司(下 称哆啦好运)正式签署战略合作协议，双方将围绕新能源商用车动力电池及智慧物流领域展开深度合 作，联合打造各种场景下的综合物流解决方案。哆啦好运为国内智慧物流新能源生态服务商，聚焦大宗 物流场景，具备新能源重卡全链路服务能力，为新能源商用车及配套产业提供落地场景支撑。 硅固态电池公司Blue Current完成超8000万美元融资 12月8日，美国硅弹性复合固态电池制造商Blue Current宣布完成超8000万美元(约合5.6亿元人民币)D轮 融资。本轮融资由亚马逊领投，Koch Disruptive Technologies(KDT)等公司参投。声明称，此次融资将加 速Blue Current硅复合电池平台的商业化进程。Blue Current成立于2014年，总部位于加州海沃德，专注 于开发硅弹性复合固态电池技术，其产品适用领域为电动汽车、消费电子、医疗设备等。 LG新能源获梅赛德斯-奔驰近百亿元电池订单 来源：智通财经 智通财经记者 | 高菁 锂电产业链本周大事： 弗迪电池与哆啦好运新能源物流公司 ...

北京商报讯（记者 马换换 李佳雪）12月12日晚间，恩捷股份（002812）披露重组预案，公司股票将于 12月15日开市起复牌。 预案显示，恩捷股份拟通过发行股份的方式向郅立鹏、青岛众智达、陈继朝、杨波、袁军等共63名交易 对方购买其合计持有的青岛中科华联新材料股份有限公司（以下简称"中科华联"）100%的股份，并向 不超过35名符合条件的特定对象发行股份募集配套资金。本次交易预计不构成重大资产重组，预计不构 成关联交易，不构成重组上市。 据了解，中科华联是专业研发、生产和销售湿法锂离子电池隔膜整套生产装备及隔膜制品的高新技术企 业，主要业务包括锂电池隔膜成套设备以及锂电池隔膜的研发、生产和销售，主要客户为锂电池厂商和 锂电隔膜厂商。 恩捷股份表示，本次交易有利于公司进一步拓宽产品矩阵，利用自有隔膜设备生产高性能隔膜产品，发 挥先进工艺优势，加速迭代技术，筑牢技术壁垒，有利于公司提升供应链稳定性和扩产灵活性，深化客 户绑定，提升全球竞争力。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月12日，中国汽车动力电池产业创新联盟官微发布2025年11月动力电池月度信息。11 月，我国动力和其他电池合计产量为176.3GWh，环比增长3.3%，同比增长49.2%。1-11月，我国动力和 其他电池累计产量为1468.8GWh，累计同比增长51.1%。 ...

Core Viewpoint - The Ministry of Industry and Information Technology, the Ministry of Commerce, and the General Administration of Customs have announced optimized import and export regulatory measures for lithium thionyl chloride batteries, effective January 1, 2026, to enhance management efficiency and align with international standards [1] Group 1: Regulatory Changes - From January 1, 2026, lithium thionyl chloride batteries or battery packs with a filling content of thionyl chloride not exceeding 1 kilogram will no longer require the "Approval Document for Import and Export of Controlled Chemicals" and the "Export License for Dual-Use Items and Technologies" [1] - Other lithium thionyl chloride batteries or battery packs will still need to follow existing import and export approval procedures [1] Group 2: Industry Impact - Lithium thionyl chloride batteries are disposable lithium batteries widely used in smart instruments, medical devices, and scientific research instruments [1] - The optimization of regulatory measures is expected to enhance trade facilitation, better integrate into international supply chains, and improve international competitiveness, thereby supporting the high-quality development of the lithium thionyl chloride battery industry and related sectors [1]

公司已完成高性能环保碱性和碳性电池项目第一阶段的建设工作，越南基地新产线于今年上半年稳步推 进上线运行，在试生产和工艺磨合阶段完成后，产能逐步爬坡释放，当前越南恒威能够实现锌锰电池的 批量出货，正持续为客户交付订单。 格隆汇12月12日丨浙江恒威(301222.SZ)在投资者关系中表示，有被问到:嘉兴总部和越南新生产基地的 产能利用情况如何？ 答:公司近年来多路并进挖掘销售渠道、持续加码销售激励政策，业务团队亦积极响应号召，跑客户、 谈订单、抢市场，目前公司在手订单充足，嘉兴生产基地的产能利用率处于较高水平。 ...

Production Data - In November, the total production of power and other batteries in China reached 176.3 GWh, representing a month-on-month increase of 3.3% and a year-on-year increase of 49.2% [1][9] - From January to November, the cumulative production of power and other batteries was 1468.8 GWh, with a cumulative year-on-year growth of 51.1% [1][9] Sales Data - In November, the total sales of power and other batteries amounted to 179.4 GWh, showing a month-on-month increase of 8.1% and a year-on-year increase of 52.2% [2][18] - The sales of power batteries in November were 134.0 GWh, accounting for 74.7% of total sales, with a month-on-month increase of 7.8% and a year-on-year increase of 52.7% [2][18] - Cumulatively, from January to November, the total sales reached 1412.5 GWh, with a year-on-year growth of 54.7% [2][18] Export Data - In November, the total export of power and other batteries was 32.2 GWh, reflecting a month-on-month increase of 14.1% and a year-on-year increase of 46.5% [3][23] - The export of power batteries was 21.2 GWh, accounting for 66.0% of total exports, with a month-on-month increase of 9.4% and a year-on-year increase of 70.2% [3][28] - From January to November, the cumulative export reached 260.3 GWh, with a year-on-year growth of 44.2% [3][23] Installation Data - In November, the domestic installation of power batteries was 93.5 GWh, representing a month-on-month increase of 11.2% and a year-on-year increase of 39.2% [4][43] - Cumulatively, from January to November, the total installation reached 671.5 GWh, with a year-on-year growth of 42.0% [4][43] Market Concentration - In November, the top two battery manufacturers accounted for 64.0% of the total installation, while the top five and top ten accounted for 80.5% and 94.0%, respectively [53][62] - The number of battery manufacturers in the market decreased to 36 in November, down from the previous year [53]

| 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | （万元） | （元） | 折溢价（%） | | | | 19.72 | 6213.38 | 315.08 | -19.58 | 招商证券股份有限公司成 都人民南路证券营业部 | 招商证券股份有限公司成 都人民中路证券营业部 | | 5.84 | 2289.68 | 391.80 | 0.00 | 机构专用 | 机构专用 | | 2.43 | 950.90 | 391.80 | 0.00 | 机构专用 | 机构专用 | | 0.68 | 266.03 | 391.80 | 0.00 | 机构专用 | 机构专用 | 宁德时代12月12日大宗交易平台共发生4笔成交，合计成交量28.67万股，成交金额9719.99万元。以折溢 价进行统计，今日有1笔为折价交易，折价率最高达19.58%。从参与大宗交易营业部来看，机构专用席 位共出现在3笔成交的买方或卖方营业部中，合计成交金额为3506.61万元。 （文章来源：证券时报网） 进一 ...

Core Viewpoint - Beijing Weilan New Energy Technology Co., Ltd. has initiated its A-share IPO process and submitted a counseling record, aiming to list on the ChiNext board, with CITIC Securities as the counseling institution [1]. Company Overview - Weilan New Energy, established in 2016 and located in Beijing, is a spin-off from the Chinese Academy of Sciences focused on solid-state lithium-ion batteries, integrating R&D, production, marketing, and sales. It is recognized as a national-level specialized and innovative small giant and a unicorn enterprise [2][3]. - The actual controller of Weilan New Energy is Yu Huigen, who holds a 29.25% stake in the company [3]. Product Applications - The company's products are primarily used in three sectors: new energy vehicles, energy storage, and low-altitude economic power [4]. - Weilan's flagship product, a 360Wh/kg high-energy density power cell, has achieved mass production and delivery to NIO, with a single charge range exceeding 1000 km. Additionally, its 280Ah ultra-safe energy storage cell has been delivered for various energy storage projects [4]. Production Milestones - Since 2025, Weilan New Energy has made significant strides in mass production of solid-state batteries, including the launch of a semi-solid battery production line in Zhuhai and the mass production of SHS180-314Ah semi-solid storage lithium batteries [5]. Financial Backing and Valuation - Weilan New Energy has undergone multiple financing rounds since 2017, attracting investments from notable companies such as Xiaomi and Huawei, with a post-investment valuation of 50 billion RMB in 2021 [6]. - As of June 2025, the company was valued at 18.5 billion RMB and was listed on the Hurun Global Unicorn List [6]. Collaborations - Weilan New Energy has formed partnerships with several listed companies, including the establishment of a joint venture with Lianhong New Science and Technology to focus on developing new battery materials [8]. - Tianqi Lithium, a shareholder in Weilan, has also collaborated with the company to establish a joint venture focused on lithium-related materials [9].

证券日报网12月12日讯震裕科技（300953）在12月11日回答调研者提问时表示，公司2025年前三季度锂 电池结构件实现收入超过42亿元，同比增长接近50%，按照目前市场对下游锂电池明年需求的预测，公 司力争明年结构件增长保持今年增长的势头。 ...

Company Overview - Times Wan Heng (SH 600241) held its sixth temporary board meeting of the ninth session on December 12, 2025, via telecommunication, where it reviewed documents including the "Internal Audit System" [1] - As of the report, Times Wan Heng has a market capitalization of 2.5 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Times Wan Heng is as follows: battery manufacturing sales account for 98.59%, other businesses account for 0.93%, and other sources account for 0.49% [1]