1月10日，中创新航河南信阳动力与储能电池基地项目在豫东南高新技术产业开发区开工。 中创新航信阳基地总投资达96.3亿元，规划占地面积约607亩。该项目拟建设51GWh动力与储能电池产 能，并预留了新一代电池生产的技术接口、产能空间及配套设施。 项目计划于今年10月投产，至2028年1月全面达产后，预计可实现年产值120亿元，创造税收约4亿元， 并提供约3000个就业岗位。 这一投资体量巨大的项目，从签约到开工仅用时四个多月。2025年9月25日，中创新航动力与储能电池 信阳基地正式签约落地信阳。 两个月后的11月27日，中创新航科技股份有限公司迅速完成在信阳的布局，注册成立中创新航科技（信 阳）有限公司；新公司注册资本28亿元，由中创新航与地方国企信阳豫东南产业投资有限公司分别持股 65%和35%。 资料显示，中创新航科技股份有限公司成立于2015年，由中航工业集团与政府共同投资改制组建。 前身为中航锂电，公司于2018年进行战略调整，暂时放弃商用车市场，聚焦乘用车领域。 2022年10月6日，中创新航正式登陆港交所主板。截至2025年5月，公司拥有专利4002条，主导或参与制 定了68份行业标准。 截至2 ...

中创新航科技集团股份有限公司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。 鑫椤报告预售： 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：河南日报 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（03931.HK）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。 鑫椤会议： 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） EN ...

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 ...

"我们计划围绕粮食智能检测与智慧粮库建设关键环节，设立专项研发项目，开拓新的市场空间。"公司 创始人李勇说。 走进位于安徽全椒经济开发区的安徽舜宇精工智能有限公司生产车间，数条自动化生产线满负荷运转， 生产人员通过智能终端操控自动供料，加紧生产。 "智能化生产线投入运行，极大降低人工成本和物料损耗，生产效率相比原来提高3倍。"公司生产运营 总监张如成说，明年计划投入约1500万元用于研发和新设备更新，进一步提升智能化水平。 民间投资对稳增长、稳就业、稳预期具有重要作用。随着存量政策和增量政策共同发力，我国民间投资 结构持续优化，呈现出向实向新的趋势。今年前11个月，我国基础设施民间投资同比增长3.5%，其中 水利管理业、航空运输业民间投资分别增长34.2%、25.1%。 在山西长治高新区，磷酸锰铁锂正极材料项目厂区内，全自动生产线高速运转，磷酸锰铁锂正极材料不 断下线。这个占地300多亩的项目，一期投资20亿元，16条智能生产线稳定投产；二期投资5亿元，新建 的6条生产线正在紧锣密鼓推进。 在河北沧州，总投资101亿元的远景(沧州)零碳智能产业园二期项目电芯车间基础施工基本完成。二期 项目将进一步聚焦高品质动 ...

新华社北京12月30日电 题：向实向新！我国民间投资结构持续优化 新华社记者魏玉坤、戴锦镕 走进位于安徽全椒经济开发区的安徽舜宇精工智能有限公司生产车间，数条自动化生产线满负荷运 转，生产人员通过智能终端操控自动供料，加紧生产。 "智能化生产线投入运行，极大降低人工成本和物料损耗，生产效率相比原来提高3倍。"公司生产 运营总监张如成说，明年计划投入约1500万元用于研发和新设备更新，进一步提升智能化水平。 民间投资对稳增长、稳就业、稳预期具有重要作用。随着存量政策和增量政策共同发力，我国民间 投资结构持续优化，呈现出向实向新的趋势。今年前11个月，我国基础设施民间投资同比增长3.5%， 其中水利管理业、航空运输业民间投资分别增长34.2%、25.1%。 在山西长治高新区，磷酸锰铁锂正极材料项目厂区内，全自动生产线高速运转，磷酸锰铁锂正极材 料不断下线。这个占地300多亩的项目，一期投资20亿元，16条智能生产线稳定投产；二期投资5亿元， 新建的6条生产线正在紧锣密鼓推进。 在河北沧州，总投资101亿元的远景（沧州）零碳智能产业园二期项目电芯车间基础施工基本完 成。二期项目将进一步聚焦高品质动力与储能电池生产， ...

12月29日晚间，国电电力公告称，其控股子公司国能大渡河流域水电开发有限公司将与四川铁能电 力开发有限公司、宁德时代按56.11%：33.89%：10%共同设立项目公司，投资建设并运营四川 甘孜州丹巴水电站，总装机115万千瓦，项目动态总投资152.73亿元。 界面新闻援引公告测算口径称，在电价暂按0.2974元/千瓦时（含税）、年均发电量47.18亿千瓦 时、贷款利率4.9%等假设下，项目资本金内部收益率约5.95%，并据此推算宁德时代直接出资约 4.58亿元。 对一家以动力与储能电池闻名的公司而言，参股水电站并非"财务投资"四个字可以概括。 摘要 宁德时代首次入股水电项目。 宁德时代正在用一组看似分散的投资动作，重新定义自己在产业链中的位置：从电池制造商，向"电 力资产+汽车智能化入口+物理AI耦合"的系统玩家推进。 国家能源局在2025年4月发布《关于促进能源领域民营经济发展若干举措的通知》，明确支持民营 企业投资建设水电等能源基础设施项目，为民营资本进入大型能源项目打开了更清晰的制度通道。 而宁德时代与国家能源集团在2021年就已签署战略合作协议，合作方向覆盖风光火储、风光水储等 综合智慧能源。 丹巴 ...

Group 1: Battery Demand and Market Growth - The demand for power and energy storage batteries is expected to grow at a rate of 30% by 2026, with energy storage batteries experiencing a growth rate of 40%-50% [1] - In the first eight months of 2025, the penetration rate of domestic new energy vehicles (NEVs) remained stable at around 55%, driven by the release of 100kWh EVs and large-capacity extended-range vehicles [1] - Global energy storage battery installations are projected to reach over 1327 GWh by 2030, corresponding to a compound annual growth rate (CAGR) of over 30% [1] Group 2: Phosphate Resource Demand - The demand for phosphate resources in agriculture is characterized by rigidity, with steady growth expected due to global population increase and regional development [2] - In the industrial sector, the demand for lithium iron phosphate and lithium hexafluorophosphate in new energy applications is rapidly expanding, creating significant growth opportunities for the phosphate chemical industry [2] Group 3: Phosphate Rock and Iron Phosphate Market Dynamics - The phosphate rock industry is expected to maintain a high level of prosperity, with industrial-grade monoammonium phosphate experiencing rising demand [3] - Global phosphate rock supply is expected to remain balanced due to limited overseas capacity expansion and declining ore grades, while demand is projected to grow at a CAGR of 4%-5% driven by the battery and energy storage sectors [3] - The price of iron phosphate is likely to enter an upward cycle due to rapid demand release in the new energy sector, following a period of oversupply [3][6] Group 4: Electrolyte Materials and Price Trends - Lithium-ion battery electrolytes are essential for ion transmission between battery electrodes, with organic solvents constituting 80%-90% of the total mass [7][8] - The price of lithium hexafluorophosphate (6F) has significantly increased since August 2025, driven by seasonal demand and supply constraints [11] - The demand for 6F is expected to increase by 80,000 to 90,000 tons in 2026, which will likely maintain a tight supply-demand balance until 2027 [11] Group 5: Investment Opportunities in Lithium Battery Materials - The explosive growth in downstream demand for lithium batteries, particularly in NEVs and energy storage, is driving long-term high demand in the supply chain [12] - The scarcity of phosphate rock as a core upstream resource for lithium iron phosphate is accelerating its value reassessment, with high-end products showing significant premium effects [12] - Companies involved in the phosphate rock, industrial-grade monoammonium phosphate, iron phosphate, and lithium iron phosphate supply chain are expected to benefit from the industry's upward trend, presenting substantial investment value [14]

在全球能源转型的十字路口，中美两国做出了截然不同的战略选择。一边是向后看，聚焦短期安全与独 立的务实转身；一边是向前看，构建新能源体系根基的系统布局。在这一战略分化的背景下，坤元资产 FOF生态圈伙伴阿特斯阳光、中创新航和星环聚能等企业，前瞻国家政策导向，交出了一份关于聚集绿 色和可持续发展的"智慧"答卷。 战略分化：美国加固"基座" 中国锻造"枢纽" 11月20日，美国能源部宣布重组，撤销多个清洁能源办公室，转向传统化石燃料和核能。"这不是简单 的能源回调，而是为应对AI时代电力危机所进行的国家级战略再配置。"行业专家指出，美国能源部的 重组实质上是针对AI算力需求爆发的"战时动员"。 迅猛发展的人工智能，使数据中心变成前所未有的"电老虎"，让本已老化的美国电网不堪重负。训练一 次尖端大模型的耗电量高达110亿度，相当于百万家庭一年的用电总量。而间歇性的风光电力"远水难救 近火"，迫使当局做出战略转向：削减部分清洁能源机构，转而重注于化石燃料与核能。 这一选择，本质是重新强化能源的"源头"供应。美国能源部计划采购多达10座新建大型核反应堆，科技 巨头也将核能纳入其能源蓝图。尽管被裁撤的清洁能源办公室曾支撑起 ...

Group 1: Industrial Development in Tai'an - Tai'an has been focusing on new industrialization and brand building since 2022, implementing a "chain leader system" to drive investment and enterprise cultivation [1][3] - The city is enhancing technological innovation and digital-physical integration while promoting green, low-carbon, and high-quality development [1][3] Group 2: Key Enterprises and Achievements - Taikai Group has been a leader in the power transmission and transformation industry, achieving sales revenue of 30.1 billion in 2024, with R&D investment of 1.34 billion and tax contributions of 1.35 billion [3] - The company has received numerous accolades, including being recognized as a "National Manufacturing Single Champion" and having over 1,200 patents [3] - Taihe Electric has a strong focus on R&D and aims to enhance its core product capacity while promoting domestic supply stability and international market expansion [4] Group 3: Innovations and Future Strategies - Shandong Ruifu Lithium Industry is positioned as a key supplier in the lithium battery materials sector, with an annual production capacity of 65,000 tons of lithium salt [5][6] - The company is developing a low-carbon circular industry chain and aims to enhance resource utilization through innovative technologies [6] - Super Power Group is investing in new technologies and materials, focusing on AI, big data, and advanced battery materials to maintain its leadership in the battery industry [7]

Core Insights - The mechanical sector underperformed in 2024 but showed strong recovery in 2025, with the Shenwan Mechanical Equipment Index rising by 10.44% in early 2025, outperforming both the Shanghai Composite Index and the Shenzhen Component Index by 10.43 and 12.52 percentage points respectively [2][3] - The mechanical industry reported a revenue of 1,999.57 billion yuan in 2024, a year-on-year increase of 6.55%, but the net profit attributable to the parent company decreased by 3.28% to 86.36 billion yuan [3][4] - In Q1 2025, the mechanical sector's revenue reached 454.01 billion yuan, up 11.23% year-on-year, while the net profit attributable to the parent company fell by 30.03% to 27.50 billion yuan, marking the highest absolute value since Q1 2021 [3][4] Industry Segmentation - Within the mechanical sector, semiconductor equipment (39.08%), photovoltaic processing equipment (29.60%), and motorcycles (17.85%) showed the highest revenue growth in 2024 [4] - The highest net profit growth in 2024 was seen in motorcycles (59.02%), semiconductor equipment (42.38%), and textile and apparel equipment (33.94%) [4] - In Q1 2025, the fastest revenue growth was again in semiconductor equipment (33.38%) and motorcycles (30.74%), while the highest net profit growth was in marine equipment (351.08%) and rail transit equipment (104.73%) [4] Policy and Market Outlook - The report suggests a focus on more proactive fiscal policies and new productivity layouts, with a projected issuance of 1.3 trillion yuan in long-term special bonds to stimulate engineering machinery sales [5][7] - The government aims to accelerate the progress of new projects, which is expected to boost demand for engineering machinery [5][7] - The low-altitude economy is highlighted as a growing sector, with predictions of significant growth in drone deliveries and eVTOL aircraft by 2035, potentially reaching a market size of 5.7 trillion yuan [8] Company Performance - Guoxuan High-Tech reported a revenue of 35.39 billion yuan in 2024, a year-on-year increase of 12.0%, with a net profit of 1.21 billion yuan, up 28.6% [9][10] - The company achieved a total output of approximately 63 GWh in power and energy storage batteries in 2024, reflecting a 40% year-on-year increase [10][11] - Guoxuan High-Tech's gross margin for energy storage batteries improved to 21.8%, up 4.6 percentage points year-on-year, indicating strong profitability [11][12] Investment Recommendations - The report recommends focusing on companies benefiting from new productivity and fiscal policies, particularly in the engineering machinery and low-altitude economy sectors [5][8] - Companies such as Sany Heavy Industry, Zoomlion, and XCMG are identified as potential beneficiaries of increased infrastructure investment [7] - The financial technology sector is also highlighted for its growth potential, driven by increased IT investments from financial institutions [25][26]