文 | 远景动力 （远景动力宜昌储能超级工厂开工仪式现场） 2 0 25 年 10 月 2 7 日 ， 远 景 动 力 宜 昌 储 能 超 级 工 厂 正 式 举 行 开 工 仪 式 。 宜 昌 市 委 书 记 熊 征 宇，市委副书记、市长陈红辉，远景能源高级副总裁方翛 ，远景动力中国区总裁赵卫军 等出席现场。 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 远景动力宜昌储能超级工厂规划年产能40GWh，覆盖电极、电芯、电池包等锂电池全产 业链技术，生产最新一代700+Ah储能电池产品，交付全球头部储能客户，预计于2026年 投产，全部达产后年产值将超百亿元。 赵 卫 军 表 示 ， 基 地 的 快 速 启 动 离 不 开 宜 昌 市 委 市 政 府 等 各 部 门 的 大 力 支 持 。 " 我 们 将 发 扬'板房精神'，刷新'远景速度' ，打造最具竞争力的锂电池全产业链高地，让宜昌从中 国'水电之心'，成为全球能源转型的'绿色引擎'，让'宜昌造'的电池点亮世界。" 宜昌工厂是远景动力在中部地区的又一关键落子。依托于宜昌"承东启西"的枢纽优势、充 沛的绿色能源供给体系与雄厚的化工产业 ...

在特斯拉第三季度财报的电话会上，没有什么人要求其对过去的业绩做出解释，九成以上的问题都在追问特斯拉的未来。 10月23日，特斯拉发布2025年第三季度财报。特斯拉第三季度总收入同比增长12% ，为281亿美元，自由现金流达40亿美元，公司在本季度创下了收入和 自由现金流的双纪录。在交付上，电动车和储能业务双双创出新高。特斯拉在该季度全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉 储能产品装机量达到12.5吉瓦时，上海储能超级工厂产能释放持续助推业务增长。 然而财报发布后第二天，开盘前特斯拉股价跌幅一度超4%。一方面是因为，市场普遍认为特斯拉在三季度汽车业务的成绩是美国补贴政策到期前的反 扑，不具有可持续性；另一方面，特斯拉三季度的利润并未和营收一样大幅增加，反而明显下滑。 特斯拉必须亮出潜力业务的规划和进展挽回市场信心，这也是特斯拉创始人马斯克在三季度电话会上所做的事。 自动驾驶与Robotaxi：功能进化、规模扩大、量产在即 自动驾驶仍是此次电话会最受关注的主题。马斯克在发言中指出，特斯拉"正处在将人工智能带入现实世界的关键拐点"，并称特斯拉是"现实世界人工智 能的领导者"。 截至20 ...

会议详情： 2025 年 10 月 27 日，远景动力宜昌储能超级工厂正式举行开工仪式。宜昌市委书记熊征宇，市委副书记、市长陈红 辉，远景能源高级副总裁方 翛 ，远景动力中国区总裁赵卫军等出席现场。 远景动力宜昌储能超级工厂规划年产能 40GWh ，覆盖电极、电芯、电池包等锂电池全产业链技术，生产最新一代 700+Ah 储能电池产品，交付全球头部储能客户，预计于 2026 年投产，全部达产后年产值将超百亿元。 赵卫军表示，基地的快速启动离不开宜昌市委市政府等各部门的大力支持。 " 我们将发扬 '板房精神'，刷新'远景速度' ，打造最具竞争力的锂电池全产业链高地，让宜昌从中国 ' 水电之心 ' ，成为全球能源转型的 ' 绿色引擎 ' ，让 ' 宜 昌造 ' 的电池点亮世界。 " 宜昌工厂是远景动力在中部地区的又一关键落子。依托于宜昌 "承东启西"的枢纽优势、充沛的绿色能源供给体系与雄 厚的化工产业基础，项目建成后，将显著提升当地新能源产业集群竞争力，为宜昌打造"全省支点建设先行区"提供坚 实支撑，为全球零碳事业贡献更多中国力量。 作为行业最早量产 300+Ah 、 500+Ah 储能大电芯的企业，远景动力持续定 ...

有色金属周报——碳酸锂 冲高回落风险上升 2025年10月27日 研究所 吴金恒 从业资格号：F03100418 投资咨询从业证书号：Z0021125 TEL：010-8229 3229 投资策略 ⚫ 策略:逢高沽空 ⚫ 运行区间：71000-85000 ⚫ 逻辑： ⚫ 资源端，江西锂云母矿供应仍处低位，复产延迟，锂辉石产量小幅增加；锂矿 进口量上升。 ⚫ 供给端，上周碳酸锂产量继续增长，锂云母与盐湖生产碳酸锂小幅上升；进口 锂盐量回落，智利出口锂盐量季节性回落，回收端保持增长。 ⚫ 需求端，新能源汽车稳定增长，正极与电芯厂产量上升，上周磷酸铁锂累库、 三元材料累库；储能电池排产增长，储能中标规模下滑。 ⚫ 成本端，锂辉石精矿与锂云母价格上涨。 ⚫ 库存上，总体去库，冶炼厂与下游去库，其他累库。 ⚫ 综上，供应预期有扰动，但实际产量持续增长，价格上涨后下游采买平淡，备 库节奏放缓，动力需求或达峰，预计碳酸锂上方空间有限。 ⚫ 风险提示：供应端扰动、"反内卷"情绪变化 1.1碳酸锂行情回顾 ⚫ 上周，碳酸锂震荡上行，周度涨4.96% 数据来源：WIND,宏源期货研究所 数据来源：WIND,宏源期货研究所 1.1 ...

"压缩空气储能虽然具有规模大、寿命长、成本低、更环保等优势，但软岩地质条件下人工地下储气库 选址是该项目无法规避的难点。"大唐中宁能源开发有限公司综合管理部负责人白杰介绍，大唐中宁为 此联合国内顶尖科研院所团队，经过反复论证与试验，成功突破这一技术壁垒，实现了柔性密封技术应 用，大幅降低了压缩空气储能技术对地质条件的依赖。这一关键突破不仅为项目落地奠定了坚实基础， 更重要的是为我国三北地区推广压缩空气储能技术提供了关键支撑，对引领行业技术标准升级、推动储 能产业高质量发展具有里程碑式意义。 目前，依托中宁项目的技术积累与实践经验，该公司已完成宁夏全境储能厂址普查，初步锁定4个适宜 建设300MW级压缩空气储能项目的优质厂址，为后续规模化布局打下基础。 值得注意的是，该公司还创新推出"绿电直供+电网备容+余电上网"融合模式，成功将数据企业到户电 价降至0.36元/度，不仅打通了"源网荷储"与大电网的协同壁垒，更实现了能源要素的创新配置，为新能 源消纳与产业升级提供了可复制、可推广的"中宁方案"。(完) 中新网宁夏中宁10月27日电 (杨迪鲁治平)当前正值推动能源结构绿色转型、构建新型电力系统的关键阶 段，新型储 ...

Group 1 - The project is a collaboration between Abu Dhabi Future Energy Company and Emirates Water and Electricity Company, aimed at promoting energy transformation in the local digital industry [5] - The project features a solar power station with an installed capacity of 5.2 GW and a battery system with a total storage capacity of 19 GWh, making it one of the largest of its kind globally [6] - The project is expected to be operational by 2027 and will provide stable and sustainable clean electricity for the era of artificial intelligence and emerging technologies [5][6] Group 2 - China Electric Power Construction Company (China Electric Power) is committed to building global clean energy cooperation projects [6] - The project addresses the intermittency challenges of renewable energy, which is crucial for the stability of future energy systems [5]

Group 1 - The core viewpoint of the article is the collaboration between China and the UK in the field of electricity market reform, initiated through a memorandum signed at the Sino-British Electricity Market Reform Seminar held in Suzhou [2] - The seminar involved representatives from energy authorities, the British Embassy in China, and relevant research institutions, focusing on innovative discussions regarding electricity systems and market reforms [2] - The establishment of the Sino-British Electricity Market Reform Consultation Group aims to provide professional consulting and policy recommendations for both governments in the area of electricity market reform [2] Group 2 - The China side, represented by the Zhongguancun Energy Storage Industry Technology Alliance, will collaborate with institutions such as Tsinghua University and UK partners like the S Curve Economic Research Institute and University College London (UCL) [2] - The research will focus on the experiences and existing issues of electricity market reform in both countries, as well as exploring how these reforms can empower the development of the energy storage industry [2]

Core Viewpoint - The global new energy storage market is experiencing significant growth in 2025, driven by domestic and international demand, with strong performance in China's grid-connected projects, global shipment volumes, and leading companies' financial results [1]. Group 1: Global and Chinese Market - In the first three quarters of 2025, China saw 713 new energy storage projects connected to the grid, with a total capacity of 32.737 GW (84.922 GWh); Q3 alone added 11.337 GW (31.122 GWh), indicating robust growth [2]. - Global shipments in Q3 reached 165-180 GWh for energy storage batteries and 90-105 GWh for energy storage systems, further confirming the industry's high activity level [2]. Group 2: Performance of Leading Companies - **Tesla**: In Q3, Tesla installed 12.5 GWh of energy storage, achieving a gross margin of 24.4%, surpassing its automotive business. Energy and storage revenue reached $3.42 billion (up 44% YoY), accounting for 12% of total revenue for the first time [3]. - **Sungrow Power Supply**: The company aims for a shipment target of 40-50 GWh, with H1 revenue at 17.802 billion yuan (up 127.78% YoY) and a gross margin of 39.92%. Q1 shipments were 12 GWh (up 470%), with 15%-20% of business from the U.S. [4]. - **CATL**: In Q3, CATL's energy storage shipments reached 36 GWh, with total shipments nearing 180 GWh. The company is ramping up production to alleviate delivery bottlenecks [5]. - **EVE Energy**: In the first three quarters, EVE's energy storage shipments were 48.41 GWh (up 35.51% YoY), exceeding its power battery shipments of 34.59 GWh (up 66.98% YoY). Q3 shipments were estimated at 19.7 GWh, with a revenue of 45.002 billion yuan (up 32.17% YoY) [7]. - **Pylon Technologies**: In Q3, Pylon's sales reached 1,078 MWh (up 156%), with sodium battery sales exceeding 100 MWh. Revenue for the first three quarters was 2.013 billion yuan (up 42.52% YoY), with Q3 net profit at 33.9397 million yuan (up 94.01% YoY) [8]. Group 3: Market Outlook - The global new energy storage market is set for high growth in 2025, with leading companies leveraging capacity, product offerings, and international expansion to maintain their competitive edge. Future industry growth will be further supported by technological innovations and capacity releases [8].

Investment Rating - The report maintains a "Positive" investment rating for the industry [3] Core Views - The main sectors are experiencing sustained prosperity, with energy storage demand exceeding expectations, optimistic guidance for wind energy, and a critical window for photovoltaic (PV) sector recovery [15][16] Summary by Sections 1. Photovoltaic - The "14th Five-Year Plan" emphasizes the need to address "involution" in competition, with ongoing consolidation in silicon material and energy consumption standards expected to support price stability [20][37] - Major companies like Tongwei Co. and GCL-Poly Energy are showing signs of recovery in Q3 profits, with Tongwei's revenue at CNY 24.09 billion, down 1.57% year-on-year, and GCL-Poly turning a profit of CNY 0.96 billion in Q3 [21][40] - The report recommends stocks benefiting from the anti-involution trend, including Tongwei Co., GCL-Poly, and LONGi Green Energy [15][39] 2. Energy Storage - The energy storage sector is entering a phase of increased volume and profitability, with a total of 3.45 GW/7.425 GWh of new projects announced in Sichuan [44] - The report highlights the positive outlook for large-scale storage systems and recommends leading companies like CATL and Aiko Solar [15][42] - The demand for household storage remains stable, with expectations for growth in overseas commercial storage markets [15][42] 3. Lithium Battery - The lithium battery sector is seeing an upward adjustment in demand expectations, with a focus on stable companies with price elasticity in battery and anode segments [15][16] - Key recommendations include CATL, EVE Energy, and companies involved in solid-state battery technologies [15][39] 4. Wind Energy - The wind energy sector is entering a new cycle of prosperity, with a focus on turbine and component leaders [15][16] - Companies like Goldwind and Mingyang Smart Energy are highlighted for their recovery in profitability and export potential [15][39] 5. Power Equipment - The report notes the approval of new ultra-high voltage projects and the growth of digitalization in the power grid, with recommendations for companies like Sifang Co. and XJ Electric [15][39] - The sector is expected to benefit from ongoing technological advancements and project approvals [15][39] 6. New Directions - The report emphasizes the potential in AIDC and robotics sectors, with companies like Sihai Technology and Megmeet Electric highlighted for their growth prospects [15][39] - The focus is on technological advancements and market opportunities in these emerging fields [15][39]

人民财讯10月27日电，据港交所披露，厦门海辰储能科技股份有限公司向港交所提交上市申请书，联席 保荐人为华泰国际、中信证券、农银国际、中银国际。 ...