行家说储能最新消息，楚能新能源两天内接连官宣两大动作——发布588Ah储能电池、开工80GWh锂电项目。 在宜昌80GWh全新一代锂电池项目开工 活动现场，楚能新能源董事长代德明在接受行家说储能采访时表示："楚能新能源实现了从0到1、从起步发展到快速 崛起，公司计划在今年年底前实现项目全面开工，以确保明年达成300GWh以上的产能目标，全面进入行业头部阵营。" 据他介绍，" 80GWh全新一代锂电池项目不仅是楚能千亿战略目标的重要布局，更是楚能以产业助力宜昌打造新能源产业高地的重要部分。"他承诺，楚能 将用最短的时间、最快的速度、最高的效率建成项目，力争早投产、早达效，将宜昌建设成为全国最大的锂电池产业基地。 下一步，楚能还将在年内启动襄 阳生产基地的建设。 图为：楚能新能源董事长代德明 ▋ 发布588Ah储能电池 从280Ah、306Ah、314Ah到472Ah，楚能新能源 储能电池阵营又添力作。 9月25日，在新品发布会上，楚能新能源发布新一代588Ah储能专用电池。 据了解，单颗电池能量突破卷绕工艺极限达588Ah，质量能量密度为190Wh/kg、体积能量密度为419Wh/L，能量效率高达96.5%。 ...

Core Insights - The lithium battery industry in China is experiencing a structural adjustment towards high-quality development, with a total planned investment of 400 billion yuan across 183 new projects signed and initiated from January to August 2025 [1][3]. Investment Overview - A total of 183 expansion projects have been signed and initiated in the lithium battery industry chain, with a planned total investment of 400 billion yuan [1][3]. - The lithium battery segment accounts for over 40% of the total investment, indicating a strong focus on capacity expansion by leading battery companies to meet rapidly growing market demand [3][4]. Project Distribution - The expansion projects are primarily concentrated in East and Central China, with significant activities in the Yangtze River Delta (Jiangsu, Zhejiang) and Shandong, leveraging local chemical resources and industry chain advantages [7][8]. - Major projects include a 331 billion yuan investment in Guizhou for phosphate iron and lithium iron phosphate production, and a 243 billion yuan investment in Bijie by Qingshan Group and Huayou Holdings [4][11]. Emerging Technologies - Solid-state batteries and sodium batteries are gaining traction, with 23 and 54 projects respectively, reflecting a strategic positioning to capture future market opportunities [1][3]. - New entrants and cross-industry capital are increasingly investing in emerging technologies, with significant projects like a 5.2 billion yuan sodium battery project by Dongchi New Energy [3][4]. Regional and International Expansion - Internationally, Malaysia and Hungary are becoming key locations for Chinese battery and material companies, driven by favorable investment policies and local demand for electric vehicles [8][9]. - Companies like BYD are establishing European headquarters and manufacturing facilities to enhance their presence in the growing electric vehicle market [8].

来源：新浪证券-红岸工作室 9月26日，华宝新能涨1.68%，成交额2.84亿元，换手率4.92%，总市值129.04亿元。 异动分析 今日主力净流入-904.96万，占比0.03%，行业排名59/106，连续2日被主力资金减仓；所属行业主力净流 入-37.26亿，连续2日被主力资金减仓。 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 1、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、Cla ...

Economic Competition Between Hubei and Henan - As of June 2025, the GDP gap between Hubei and Henan is only 200 billion yuan, with Hubei closing the gap by over 700 billion yuan from 2020 to 2024 [1] - The discussion around the potential shift of the title "Central China's Number One Province" is gaining traction, with predictions that this turning point may occur within the next two years [1] - Hubei has never held the title of "Central China's Number One Province," while Henan has maintained this position for decades [1] Hubei's Economic Growth Driven by Foreign Trade - In the first half of 2025, Hubei's total import and export value exceeded 400 billion yuan, reaching 402.31 billion yuan, a year-on-year increase of 28.4%, marking a historical high for the same period [2] - The second quarter saw an impressive growth rate of 39.1%, surpassing the national average by 34.6 percentage points [2] - Hubei's foreign trade has consistently broken records since 2020, with annual totals surpassing 4 billion, 5 billion, 6 billion, and 7 billion yuan in subsequent years [2] Characteristics of Hubei's Foreign Trade - Hubei's foreign trade is characterized by the rise of emerging markets, simultaneous efforts from both private and state-owned enterprises, and an optimized export product structure [3][4] - In the first half of 2025, Hubei's exports to Belt and Road countries reached 220.81 billion yuan, growing by 32.6% and accounting for over 50% of the province's total imports and exports [3] - Private enterprises played a significant role, with their import and export value reaching 286.25 billion yuan, a 32.9% increase, contributing 22.6 percentage points to Hubei's overall growth [3] Hubei's Industrial and High-Tech Manufacturing Growth - Hubei's industrial output value increased by 7.9% year-on-year in the first half of 2025, with high-tech manufacturing growing by 14.4% [5] - Key products such as lithium-ion batteries, electronic components, and complete computers saw production increases of 62.1%, 53.0%, and 31.5% respectively [5] - The province's industrial profit growth of 12.0% contrasts sharply with the national average of negative growth [5] Henan's Foreign Trade Performance - In the first half of 2025, Henan's exports reached 278.98 billion yuan, a year-on-year increase of 38.8%, slightly higher than Hubei's growth [7] - The recovery of mobile phone exports, which had previously declined, saw a significant increase of 58.6% in 2025 due to the return of iPhone orders to Zhengzhou [8] - Henan's high-tech product exports also grew significantly, with a total value of 123.69 billion yuan, marking a 75.8% increase [8] Henan's Industrial Transformation - Henan's high-tech manufacturing sector grew by 14.9% in the first half of 2025, outpacing Hubei [9] - The province is focusing on the development of new energy vehicles, with significant investments from major companies like BYD and CATL [9] - Despite progress, Henan still faces challenges in transitioning from traditional industries, with high-tech manufacturing accounting for only 14.0% of its industrial output [10]

责任编辑：于彤彤 9月22日，甘肃省市场监督管理局印发《甘肃省产品碳足迹标识认证试点工作方案》（以下简称《方 案》），提出到2025年，以兰州市、酒泉市为重点试点区域，在兰州市开展锂电池（铜箔产品）、酒泉 市开展光伏产品（光伏组件）先行试点，梳理产品生产工艺、规模、产业链关系等基础信息，搭建试点 信息初步框架，形成可复制经验。到2027年，强化试点经验推广，推动产品碳足迹标识认证试点覆盖全 省锂电池（铜箔）、光伏组件产业链上下游企业。各市州结合各自特色产业，积极探索省级碳足迹标识 认证地方试点，完善省级碳足迹因子数据库与公共服务平台，推动产业绿色低碳转型。 《方案》指出，开展"中国产品碳标识信息公共服务平台"甘肃区域模块搭建，实现认证信息统一收集、 数据共享与安全保障；同步共建"甘肃省碳足迹标识认证公共服务平台"，实现碳足迹核算—验证—管理 一体化服务。鼓励企业对标国际国内先进水平，围绕锂电池（铜箔）、光伏产品潜在领域，查找生产流 通薄弱环节，做好数据收集与碳足迹管理，积极参与全国产品碳足迹标识认证推广应用。支持获证企业 在产品本体、铭牌、包装、说明书等位置展示认证标识；鼓励企业参与试点目录外自愿性碳足迹标识 ...

I C C S I N O 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： #鑫椤锂电 行业热点新闻 1-8月国内锂电池出口额482.96亿美元 根据海关最新统计数据，2025年1-8月我国锂离子电池出口数量为30.03亿个，同比增长18.66%； 锂离子电池出口额为 482.96亿美元，同比增加25.79%，延续了稳定增长势头。 其中，2025年8月份出口额71.53亿美元，同比增长23.51%； 出口数量4.36亿个，同比增长18.24%。 刚果（金）出口禁令延期+配额 2025仅剩1.8万吨 9月21日，刚果（金）宣布， 自10月15日起结束长达八个月的出口禁令，转向严格的配额制管理。 根据刚果（金）战 略矿产市场监管控制局（ARECOMS）的方案，2025 年剩余可出口钴仅1.81万吨，且ARECOMS的2026、2027年的年 度上限为9.66万吨。 湖南裕能已投产磷酸盐正极材料产能为85.8万吨 9月20日，湖南裕能披露， 截至2025年6月末，已投产磷酸盐正极材料产能为85.8万吨。 目前正稳步推进西班牙年产5万 吨锂电池正极材料项目环评审 ...

Group 1 - The core viewpoint of the news is that CATL's stock has experienced fluctuations, with a recent decline of 2.02% and a significant increase in stock price over the year [1] - As of September 26, CATL's stock price is 384.91 yuan per share, with a market capitalization of 1,755.83 billion yuan [1] - Year-to-date, CATL's stock has risen by 48.48%, with a 4.46% increase in the last five trading days and a 25.71% increase over the last 20 days [1] Group 2 - CATL, founded on December 16, 2011, specializes in the research, production, and sales of power batteries and energy storage batteries, with its main business revenue composition being 73.55% from power battery systems and 15.88% from energy storage systems [2] - The company operates in various applications, including passenger vehicles, commercial vehicles, and energy storage solutions, and is involved in battery materials and recycling [2] - CATL's main industry classification is electric power equipment - batteries - lithium batteries, and it is associated with concepts such as Kirin batteries and battery recycling [2] Group 3 - As of June 30, 2025, CATL reported a revenue of 178.89 billion yuan, a year-on-year increase of 7.27%, and a net profit of 30.49 billion yuan, reflecting a growth of 33.33% [3] - The company has distributed a total of 61.11 billion yuan in dividends since its A-share listing, with 58.16 billion yuan distributed in the last three years [4] - As of June 30, 2025, CATL's top circulating shareholder is Hong Kong Central Clearing Limited, holding 607 million shares, an increase of 52.07 million shares from the previous period [4]

Market Overview - A-shares opened lower on September 26, with the Shanghai Composite Index experiencing fluctuations while the ChiNext Index fell over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.37 trillion yuan, a decrease of 173.3 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index closed at 3846.33 points, down 0.18%, with a trading volume of 595.9 billion yuan; the Shenzhen Component Index closed at 13339.82 points, down 0.79%, with a trading volume of 773.8 billion yuan; the ChiNext Index closed at 3198.02 points, down 1.17%, with a trading volume of 363.1 billion yuan [1] Sector Performance - The wind power sector showed resilience, with companies like Weili Transmission and Jixin Technology hitting the daily limit [1] - The chemical fiber sector also performed well, with Shennong Holdings and New Fengming reaching the daily limit [2] - The semiconductor industry saw a partial recovery, with Saiwei Microelectronics hitting the daily limit and reaching a historical high [1][2] - Conversely, gaming stocks faced a downturn, with Jibite hitting the daily limit down; photolithography concept stocks also retreated, with companies like Kaimeteqi hitting the daily limit down [1] Institutional Insights - Huatai Securities is optimistic about investment opportunities arising from the "14th Five-Year" capacity electricity price and peak-valley price difference, predicting that by 2027-2030, the peak-valley price difference will reach around 0.4 yuan per kilowatt-hour [3] - CITIC Construction believes that the domestic dairy product industry is entering a new phase of deep processing, with future capacity expected to exceed 700,000 tons, driven by low milk prices and downstream cost reduction [3] - CITIC Securities highlights the completion of Tesla's Optimus project leadership change, indicating a potential acceleration towards commercialization in the embodied intelligence sector [3] Industry Statistics - As of September 26, the number of participants in the national basic pension insurance reached 1.072 billion, an increase of over 73 million compared to the end of the 13th Five-Year Plan, with a participation rate rising from 91% to over 95% [4] - The National Energy Administration reported that as of the end of August, the cumulative installed power generation capacity in the country reached 3.69 billion kilowatts, a year-on-year increase of 18% [5] - The installed capacity for solar power reached 1.12 billion kilowatts, up 48.5% year-on-year, while wind power capacity reached 580 million kilowatts, up 22.1% year-on-year [5] Company Developments - Tianqi Lithium's 30,000-ton battery-grade lithium hydroxide project was officially completed and put into production on September 25, marking the first project to be implemented and completed under Tianqi's five-year strategic plan [6]

Core Viewpoint - Ganfeng Lithium announced plans to introduce investors for capital increase in its subsidiary, Ganfeng Lithium Battery Technology Co., Ltd., aiming to enhance its overall strength and support the company's lithium ecosystem integration strategy [2] Group 1: Investment and Capital Increase - Ganfeng Lithium Battery plans to raise capital not exceeding 250 million RMB at a price of 3 RMB per 1 RMB registered capital [2] - The capital increase is intended to improve the financial strength of Ganfeng Lithium Battery and reduce its asset-liability ratio [2] Group 2: Company Overview - Ganfeng Lithium Battery, a subsidiary of Ganfeng Lithium, has a registered capital of 250,890.8 million RMB and is involved in the R&D, production, and sales of lithium-ion batteries, fuel cells, energy storage batteries, and related systems [2] - As of June 30, 2025, the total equity value of Ganfeng Lithium Battery is assessed at 753 million RMB [2] Group 3: Financial Performance - In the first half of the year, Ganfeng Lithium Battery reported revenue of 259,989.23 million RMB and a loss of 6,271.76 million RMB, with net assets amounting to 570,103.06 million RMB [2]

9月26日，科达利盘中下跌2.06%，截至10:39，报173.79元/股，成交4.12亿元，换手率1.18%，总市值 475.47亿元。 分红方面，科达利A股上市后累计派现13.12亿元。近三年，累计派现10.22亿元。 机构持仓方面，截止2025年6月30日，科达利十大流通股东中，泉果旭源三年持有期混合A（016709） 位居第二大流通股东，持股1069.84万股，相比上期增加46.62万股。香港中央结算有限公司位居第三大 流通股东，持股664.35万股，相比上期减少466.80万股。东方新能源汽车主题混合（400015）位居第五 大流通股东，持股475.48万股，持股数量较上期不变。华夏能源革新股票A（003834）位居第七大流通 股东，持股303.44万股，持股数量较上期不变。农银新能源混合A（002190）位居第八大流通股东，持 股297.69万股，持股数量较上期不变。南方中证500ETF（510500）位居第九大流通股东，持股282.04万 股，相比上期增加39.67万股。国投瑞银新能源混合A（007689）位居第十大流通股东，持股196.20万 股，相比上期减少26.95万股。 资金流向方面，主 ...