金龙羽表示，本次投资有利于推动固态电池及其关键材料相关技术研究成果的产业化、商用化，加快公 司产业转型升级，符合公司战略发展规划。此外，本次投资将增加公司资本开支和现金支出，增加公司 负债。但从长远来看，如果项目能够顺利实施并投产，对公司产业布局和经营业绩将具有积极影响。 公告显示，本次投资不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大资产重 组。项目估算总投资约12亿元，其中，建设投资（含设备设施采购、厂房改造装修、厂房租金等）约9 亿元；资金来源为公司自有及自筹资金，包括但不限于银行贷款以及其他方式融资。项目建设周期预计 为24个月。 北京商报讯（记者 马换换 李佳雪）1月12日晚间，金龙羽（002882）披露公告称，公司控股子公司金龙 羽新能源（深圳）有限公司拟在深圳市大鹏新区投资建设年产2GWh固态电池量产线项目，项目估算总 投资约12亿元。 ...

（文章来源：每日经济新闻） 每经AI快讯，1月12日，金龙羽公告称，公司控股子公司金龙羽新能源（深圳）有限公司拟在深圳大鹏 新区投资建设年产2GWh固态电池量产线项目，项目总投资约12亿元。资金来源为公司自有及自筹资 金。公司已于1月12日召开董事会审议通过该投资议案，但尚需提交股东会审议。项目建设周期预计为 24个月。 ...

每经AI快讯，1月12日，金龙羽（002882）公告称，公司控股子公司金龙羽新能源(深圳)有限公司拟在 深圳大鹏新区投资建设年产2GWh固态电池量产线项目，项目总投资约12亿元。资金来源为公司自有及 自筹资金。公司已于1月12日召开董事会审议通过该投资议案，但尚需提交股东会审议。项目建设周期 预计为24个月。 ...

1月10日，豫东南高新区2026年度首批重点项目开工仪式在中创新航信阳基地项目工地举行。 当日，中创新航信阳基地、电子信息产业园、储能创新装备制造产业园、豫东南高新区燃气管网及储气设施建设项目（一期）、遵义大街南延工 程、豫东南大桥等6个项目同步开工。项目总投资达127.25亿元，涵盖新能源、新一代电子信息技术、新一代智能装备制造等多个战略性新兴产 业领域。 其中，中创新航落子信阳，在豫东南高新区布局先进锂离子电池生产线，建设 51GWh 动力与储能电池项目，并预留新一代电池生产的技术接 口、产能空间及配套设施，以保障项目长期迭代升级能力。 信阳基地项目总投资达96.3亿元，规划占地约607亩。项目计划今年10月投产，至2028年1月全面达产后，可实现年产值120亿元，创造税收4 亿元，提供3000个就业岗位。 | 往 | 期 回 | 顾 | | | --- | --- | --- | --- | | 01 | ｜ | | 碳酸锂逼近15万；亿纬锂能二次递表港交所；比亚迪超越特斯拉；辽宁首富终止 | | | | | 参与杉杉重整；龙蟠科技持续加码产能；鹏辉能源推进港股上市 | | 02 | ｜ | | 国科能 ...

此次新公司成立，意在保障此前 弗迪电池新能源产业项目顺利实施。 2025年 12月1日，比亚迪集团弗迪电池有限公司的新能源产业项目正 式签约落户湖北枝江。 枝江市委书记余峰在签约仪式上指出，此次比亚迪的入驻，犹如"头雁振翅"，将为当地新能源产业 的延链补链与集群 发展注入强劲动能。 据最新消息， 比亚迪在湖北宜昌新设一家电池公司 ， 注册资本为1000万人民币，经营范围包括电池零配件生产、电池制造、电子专用材料 制造、电子专用材料销售等。 标志着 比亚迪在动力电池与储能电池赛道的全国布局再落关键一子 。新公司由比亚迪全资子公司 弗迪电池控股，将强化比亚迪在华中、华东 市场的辐射能力，更将借 助当地产业集群优势，进一步完善其新能源电池全产业链生态。 新公司由由曹文玉出任董事长兼法定代表人。据悉，这位在比亚迪内部被称作材料老将的高管，现任弗迪电池副总经理，同时掌管化工原材料 工厂。过去十年，他深度参与了刀片电池核心材料的国产化攻关，从磷酸铁锂正极到电解液体系。 除了宜昌新公司，他还兼任比亚迪旗下多 家材料与电池子公司的法人，是 比亚迪 垂直整合战略在上游端的关键执行者。 董事何龙是比亚迪集团执行副总裁，也是弗迪电 ...

（文章来源：证券日报） 证券日报网1月12日讯 ，德尔股份在接受调研者提问时表示，电解质材料体系的配方是公司固态电池技 术的核心商业秘密，也是公司2018年投入固态电池研发以来不断摸索和迭代的成果。同时，公司掌握了 固态电池材料体系的工艺窗口，可以根据不同客户要求进行方案的定制化开发，以匹配不同应用场景的 需求。 ...

Core Insights - The implementation of the group standard "Technical Requirements for Sodium-ion Batteries for Energy Storage" marks a new phase in the standardization of sodium-ion batteries in China's energy storage sector [1] Group 1: Industry Developments - The group standard for sodium-ion batteries was officially approved and will be implemented on February 1, 2026, covering various aspects such as terminology, testing methods, inspection rules, and storage [1] - Since the second half of 2025, the rising demand has led to an increase in lithium carbonate prices, highlighting the cost advantages of sodium batteries, which can use cheaper sodium carbonate instead of lithium carbonate, resulting in a 30%-40% lower material cost compared to lithium batteries [2][3] Group 2: Market Potential - Sodium batteries are expected to complement lithium batteries due to their favorable cost-performance ratio, good rate performance, low-temperature performance, and stable electrochemical properties, making them suitable for energy storage, two-wheeled vehicles, and A0-class passenger cars [2] - CATL has launched a new sodium-ion battery brand "CATL Sodium New," with an energy density of 175Wh/kg, comparable to lithium iron phosphate batteries, and capable of maintaining 90% usable capacity in extreme cold conditions [3] Group 3: Investment Opportunities - The sodium battery industry is anticipated to accelerate, with companies involved in the sodium-ion battery supply chain expected to benefit first. Recommended stocks include CATL (03750), Rongbai Technology (688005.SH), and Zhongwei Co., Ltd. (300919.SZ), with related stocks being Dingsheng New Materials (603876.SH) and Zhenhua New Materials (688707.SH) [4]

Report Industry Investment Rating - Not provided in the report Core Viewpoints of the Report - The 05 contract showed an upward trend this week, with a weekly increase of 14.74%. It is expected that next week, the supply side production scheduling will continue to increase, the demand side will decrease, and the cost will remain low. The market may experience a bullish oscillatory adjustment. [4][7][78] Summary by Relevant Catalog 1. Review and Outlook - **Market Trend**: The 05 contract rose this week, opening at 125,000 yuan/ton on Monday and closing at 143,420 yuan/ton on Friday, with a weekly increase of 14.74% [4]. - **Supply Side**: This week's lithium carbonate production was 22,535 tons, higher than the historical average. Lithium spodumene production was 13,959 tons, a 0.25% increase; lithium mica production was 2,956 tons, a 0.68% increase; salt lake production was 3,185 tons, a 1.27% increase; and recycling production was 2,435 tons, a 0.83% increase [4]. - **Demand Side**: In December 2025, the demand for lithium carbonate was 130,118 physical tons, a 2.49% decrease. The predicted demand for next month is 117,163 physical tons, a 9.95% increase. The export volume in December 2025 was 326 physical tons, a 57.04% decrease, and the predicted export volume for next month is 410 physical tons, a 25.77% increase [5]. - **Cost Side**: The cost of purchased lithium spodumene concentrate is 139,168 yuan/ton, with a daily increase of 3.67%. The production income is -1,087 yuan/ton, resulting in a loss. The cost of purchased lithium mica is 132,776 yuan/ton, with a daily increase of 1.77%. The production income is 1,954 yuan/ton, resulting in a profit. The production cost on the recycling side is generally higher than that on the ore side, and the production income is negative, with low production scheduling enthusiasm. The quarterly cash production cost on the salt lake side is 32,231 yuan/ton, significantly lower than that on the ore side, with sufficient profit margins and strong production scheduling motivation [6]. - **Inventory Side**: The smelter inventory is 18,382 tons, a 4.05% increase; the downstream inventory is 36,540 tons, a 6.30% decrease; other inventories are 55,020 tons, a 3.93% increase; and the total inventory is 109,942 tons, a 0.31% increase [7]. 2. Fundamental Analysis - **Market - Lithium Carbonate Price - Basis**: Provided the price trends of lithium carbonate futures and spot prices, as well as the basis trends [11][12]. - **Supply - Lithium Ore**: Included the price trends of lithium ore, the production trends of lithium spodumene and lithium mica mines in China, the import trends of lithium concentrate, the self - sufficiency rate of lithium ore, and the inventory trends of port traders and unsold lithium ore [14][15]. - **Supply - Lithium Carbonate**: Covered the weekly production and capacity utilization rate of lithium carbonate from different sources, the monthly production and import volume of lithium carbonate, and the monthly supply - demand balance table of lithium carbonate [20][21][27]. - **Supply - Lithium Hydroxide**: Included the weekly capacity utilization rate, monthly production, and monthly supply - demand balance table of lithium hydroxide [29][30][34]. - **Lithium Compound Cost and Profit**: Analyzed the cost and profit of purchased lithium spodumene concentrate, lithium mica concentrate, and various recycling materials, as well as the processing cost composition, import profit, and purification profit of lithium compounds [36][37][40]. - **Inventory**: Provided the trends of lithium carbonate and lithium hydroxide inventories, including warehouse receipts, weekly, and monthly inventories [45]. - **Demand - Lithium Battery**: Included the price trends, production, and shipment volume of lithium batteries, as well as the export volume and inventory of lithium batteries [48][49][50]. - **Demand - Ternary Precursor**: Covered the price, cost, profit, processing fee, capacity utilization rate, production, and supply - demand balance of ternary precursors [53][54][57]. - **Demand - Ternary Material**: Included the price, cost, profit, processing fee, production, import and export volume, and inventory of ternary materials [59][60][61]. - **Demand - Iron Phosphate/Iron Phosphate Lithium**: Covered the price, production cost, profit, capacity, production, export volume, and inventory of iron phosphate and iron phosphate lithium [63][64][66]. - **Demand - New Energy Vehicle**: Included the production, sales, export volume, sales penetration rate, retail - to - wholesale ratio, and inventory warning and inventory indexes of new energy vehicles [70][71][75]. 3. Technical Analysis - The main 05 contract showed an upward trend this week, and it is expected that the market may experience a bullish oscillatory adjustment next week [78].

深度影响创新。 以下文章来源于定焦One ，作者定焦One团队 定焦One . 岁末年初，一纸23亿的天价索赔，在汽车圈炸开了锅。 2025年12月26日，欣旺达公告披露，其全资子公司欣旺达动力，被吉利控股旗下的三电核心企业威睿公司 （极氪汽车持股51%）正式起诉，索赔23.14亿元，缘由是2021年6月至2023年12月供应给极氪等车型的电芯 被指存在质量问题，导致其进行大规模换电。案件已立案未开庭。 这笔钱，相当于欣旺达过去两年的净利润总和。在其推动"A+H"整体上市的关键时刻，这笔突如其来的索 赔，让其次日股价暴跌超10%，市值蒸发逾60亿元。 纠纷的来源可以追溯至2022年：相关质量问题自2022年下半年便有车主投诉；极氪在2024年发起过电池包 更换活动。这期间，欣旺达动力曾于2024年8月起诉威睿拖欠1.19亿元货款并胜诉。 如今矛盾公开：威睿直指电芯质量缺陷，而欣旺达否认，称自己仅提供电芯，电池包（PACK）由威睿自行 设计，且同款电芯供应给其他客户未无类似问题。法律界人士分析，责任认定需要时间，欣旺达如果被贴 上"质量风险"标签，赴港上市进程、在理想和小米等大客户面前的市场声誉，无疑都面临考验 ...

Group 1 - The core issue involves the recall of Volvo EX30 models in the US and Canada due to fire risks associated with batteries supplied by Sunwoda, affecting 10,440 vehicles in the UK [2] - Volvo's internal quality tracking system identified potential defects in the 69 kWh battery packs used in single-motor long-range and dual-motor high-performance versions of the EX30, covering models from 2024 to 2026 [2] - Volvo has advised UK EX30 owners to limit charging to 70% to mitigate the risk of thermal runaway, which has led to dissatisfaction among vehicle owners due to reduced practical range [2] Group 2 - Sunwoda is currently involved in a legal dispute with Geely-affiliated companies, with a lawsuit claiming quality issues in battery cells delivered between June 2021 and December 2023, seeking compensation of 2.314 billion yuan [3] - Financial data indicates that Sunwoda's revenue for 2024 is projected at 56.021 billion yuan, with a net profit of 1.605 billion yuan, making the lawsuit amount significant at 4.1% of its revenue and exceeding its annual profit [3] - Geely's subsidiary, Weirui Power, which initiated the lawsuit, has been a partner with Sunwoda since 2021, focusing on battery cell development for Geely's PMA platform, which is used across multiple brands [4] Group 3 - The lawsuit against Sunwoda has been accepted by the Ningbo Intermediate People's Court, and the company is currently unable to assess the impact of the lawsuit on its current and future profits [5] - Sunwoda is actively seeking a reasonable resolution to the lawsuit and is enhancing communication with relevant parties to expedite a solution [5]