大量使用AI视觉参与质量把关，温度、湿度、露点实时监测，AGV智能搬运机器人有序穿梭……在安 徽省铜陵市枞阳县，走进位于枞阳经开区的得壹能源科技(铜陵)有限责任公司(以下简称得壹能源铜陵公 司)，现代化的新能源电池生产场景让人眼前一亮。 2023年，得壹能源铜陵公司实现一期工厂建设投产，首款产品于当年11月下线，并实现产值64万元， 2024年产值达3.96亿元，2025年1至9月产值已达12亿元。 枞阳县委宣传部供图"产品供不应求，今年我们开展了三期项目建设，计划把电池铝箔的产能扩大一 倍。"金誉材料副总工程师唐新文说。 枞阳县委宣传部供图"这个基地在枞阳经开区的桥港园区，距离铜陵、安庆、合肥都不远，周边有长江 水运、高速路网，交通非常便利。地方支持力度也很大，成立项目专班，简化审批流程，提供基础设施 配套，协助解决人才引进等问题，让整个项目建设投产都很顺利。"得壹能源铜陵公司党支部书记吉克 峰说。 记者从枞阳经开区了解到，目前该园区已有新能源汽车及零部件企业26家，其中规上企业14家，主要产 品涉及动力锂电池、动力减振悬置、汽车车轮、油缸油泵总成、安全带、汽车座椅套、汽车ABS磁性编 码器等。 有了一期项 ...

Core Insights - The article highlights the advancement in lithium battery air transportation, showcasing a demonstration event where a 500 kg lithium battery was successfully loaded onto a cargo flight, significantly improving delivery time by nearly 80% compared to traditional land transport [1] - China is the world's largest producer of power lithium batteries, with the total industry output value expected to exceed 1.2 trillion yuan in 2024 [1] - The air transportation volume of lithium batteries in China is projected to reach 645,000 tons in 2024, representing a year-on-year growth of 21.26%, indicating a continuous rise in market demand [1] Group 1 - The demonstration event marks the transition of lithium battery air transportation from laboratory research to practical industry application [1] - The Ministry of Transport and the Ministry of Science and Technology have included lithium battery air transportation in the national key R&D plan for the 14th Five-Year Plan, with a focus on overcoming key challenges in the field [2] - A comprehensive safety protection system has been developed to monitor 12 core data points during transportation, utilizing AI algorithms for risk warning and emergency response [2] Group 2 - Experts and representatives from various sectors, including transportation, new energy, and logistics, discussed the development bottlenecks and solutions for the lithium battery air logistics supply chain [2] - The new technology is expected to be gradually promoted nationwide, aiming to standardize and regulate lithium battery transportation [2]

论坛由清华大学、中国科学院物理研究所主办，以"高能量密度动力电池"为主题，吸引多所知名高校、 科研院所专家学者及企业代表参会。中外专家围绕电池体系与材料、安全与性能评价、储能技术等热 点，分享最新研究成果，为破解行业关键技术瓶颈、规划发展路径建言献策。 本报讯(记者李源)11月23日，2025(第十九届)动力锂电池技术及产业发展国际学术论坛在高邮市举行。 作为长三角新能源电池产业重要城市，高邮新能源产业历经30年发展，已形成完善配套体系，集聚航天 锂电、江苏英联等龙头企业，是省级高性能电池特色产业基地。此次论坛落地，既是对高邮产业基础的 认可，更将推动当地深度融入长三角新能源产业带，加速产学研用融合，助力动力锂电池产业高质量发 展。 ...

北京理工大学爆炸科学与安全防护全国重点实验室教授朱艳丽表示，这标志着锂电池航空运输应用示范 项目从实验室走向产业一线。 新华社武汉11月25日电（记者林红梅、叶昊鸣）在25日于湖北鄂州花湖国际机场举行的"动力锂电池运 输安全防护技术与装备"航空运输应用示范启动会上，记者看到一块重达500公斤的动力锂电池被装载到 顺丰货运航班上，这架货机从鄂州起飞后，将在2小时内抵达深圳，比传统陆运时效提升近80%。 来自交通运输、新能源、物流等多个领域的专家和企业代表，围绕动力电池航空物流供应链的发展瓶颈 与破解路径展开深入探讨。吴金中表示，今后将逐步在全国推广这一新型技术，推动动力锂电池运输向 规范化、标准化发展。 我国是全球最大的动力锂电池生产国，2024年全国锂电池行业总产值超1.2万亿元。在25日于湖北鄂州 举行的动力锂电池航空物流供应链研讨会上，据中国民航科学技术研究院袁帅介绍，中国民航危险品运 输管理中心数据显示，2024年我国锂电池航空运输量达64.5万吨，同比增长21.26%，市场需求持续攀 升。由于动力锂电池存在燃烧爆炸风险，被列为危险货物，其航空运输安全一直是行业关注的核心焦 点。 为攻克锂电池航空运输难 ...

行业主要上市公司：宁德时代(300750);比亚迪(002594);中创新航(03931.HK);国轩高科(002074);欣旺达 (300207);亿纬锂能(300014);孚能科技(688567);瑞浦兰钧(0666.HK)等 本文核心数据：出货量; 动力锂电池出货量占比接近七成 按照锂离子电池的应用场景，可将其分为消费、动力和储能三种。根据GGII发布的数据显示，高工产 研锂电研究所(GGII)统计数据显示，2024年中国锂电池出货量1175GWh，同比增长32.6%，其中动力、 储能、消费电池出货量分别为780GWh、335GWh、55GWh，同比增长23%、64%、14%。 转自：前瞻产业研究院 动力电池出货量增速超30% 根据GGII数据显示，2024年中国动力电池出货量780GWh，同比增长23.8%，显示出强劲的增长势头。 出货量快速增长主要是因为一方面我国新能源汽车销量同比快速增长，带动动力锂电池出货量增长;另 一方面海外市场需求继续高增长，带动国内一二线电池企业出口规模提升，也带动了动力锂电池出货量 的增长。在动力领域，2025年1-8月出货量为476GWh，其中中国磷酸铁锂动力电池出货量 ...

1. Report Industry Investment Rating - The report recommends a long position for IH, IF, IC in stock index futures and a flat position for IM [1]. 2. Core Viewpoints - The overall trend of the two major stock market indices on Wednesday was first down and then up, with value - type indices stronger than growth - type indices. The Chinese stock market is expected to continue its upward trend in 2026, with a relatively gentle upward space for the indices [1][2][3]. - The insurance industry's 1 - 9 monthly premium growth is about 52,000 billion yuan. According to the implementation plan for the entry of medium - and long - term funds into the market, it can bring a net increase of 150 billion yuan of funds to the stock market each month [2][3]. - The consumption sector in China has valuation advantages, with optional and necessary consumption discounted by 40% and 10% respectively compared to the global average, presenting "Alpha" opportunities [1]. - The power and energy storage lithium - battery industries in China have good development prospects. The power lithium - battery shipments are expected to nearly triple in the next 10 years, and the energy - storage lithium - battery shipments are expected to double in the next 5 years and nearly triple in the next 10 years [1][3]. - AI has become a new driving force for corporate development. For example, Baidu's AI revenue reached 10 billion yuan in the third quarter, and AI shopping agents are expected to bring up to $115 billion in incremental value to the US market by 2030 [1][2]. - The Shanghai Composite Index is expected to resume its oscillating upward trend and return above 4,000 points. It is recommended to mainly allocate long positions in stock index futures based on the Shanghai 50 Index and the CSI 300 Index [3]. 3. Summary by Related Catalogs Market Review - On Wednesday, the major indices of the two markets showed a differentiated trend, first falling and then rising. The trading volume of the two markets was 1.72 trillion yuan, showing a contraction. The CSI 300 Index rose 20 points to 4,588, a 0.44% increase; the Shanghai 50 Index rose 17 points to 3,020, a 0.58% increase; the CSI 500 Index fell 28 points to 7,122, a 0.40% decrease; the CSI 1000 Index fell 60 points to 7,387, a 0.82% decrease [1]. - Among industry and theme ETFs, gold - stock ETFs, non - ferrous 60 ETFs, etc. led the gains, while media ETFs, film and television ETFs, etc. led the losses. Among the sector indices of the two markets, the fishery, precious metals, etc. led the gains, and coke processing, radio and television, etc. led the losses [1]. - The settlement funds of stock index futures for the CSI 500, CSI 300, Shanghai 50, and CSI 1000 indices had net outflows of 2.2 billion, 1.9 billion, 400 million, and 200 million yuan respectively [1]. Important Information - Morgan Stanley expects the Chinese stock market to rise further in 2026, continuing this year's strong upward trend, with a relatively gentle upward space for the indices [1][2][3]. - UBS believes that the valuation of China's consumption sector is at a global low, with optional and necessary consumption discounted by 40% and 10% respectively compared to the global average, and there are "Alpha" opportunities in some sub - sectors [1]. - The chairman of Gaogong Lithium Battery expects that China's power lithium - battery shipments will exceed 1.05 TWh in 2025, and will nearly triple in the next 10 years; the energy - storage lithium - battery shipments will reach 600 GWh in 2025, double in the next 5 years, and nearly triple in the next 10 years [1][3]. - Baidu's AI revenue reached 10 billion yuan in the third quarter, a year - on - year increase of 50%, which is expected to drive its valuation repair [1]. - The price of lithium iron phosphate has increased by about 10% since October, but the industry still faces cost pressure [1]. - The China Hydrogen Energy Promotion Association and 38 electrolyzer - related enterprises jointly issued an initiative to promote the healthy development of the electrolyzer industry [2]. - Gemini 3 Pro has excellent visual understanding ability, which may reshape the interaction mode of AI operating computers [2]. - Microsoft and NVIDIA plan to invest up to $5 billion and $10 billion respectively in Anthropic, and Anthropic will purchase $30 billion of Azure computing power from Microsoft [2]. - AI shopping agents are expected to bring up to $115 billion in incremental value to the US market by 2030, reshaping the shopping and advertising patterns [2]. - In September, countries and regions outside the US held $9.25 trillion in US Treasury bonds, with Japan increasing its holdings to $1.19 trillion [2]. - In October 2025, US companies announced 153,000 layoffs, the highest in the same period in the past two decades [2]. Market Logic - The two major stock market indices on Wednesday showed a differentiated trend, first falling and then rising. The Chinese stock market is expected to continue its upward trend in 2026, with a relatively gentle upward space for the indices. The insurance industry can bring incremental funds to the stock market, and the lithium - battery industry has good development prospects. The US is planning large - scale data center projects, and China is expected to win in the AI field [2][3]. Future Outlook - The two major stock market indices on Wednesday showed a differentiated trend, first falling and then rising. Insurance funds have increased their investment in stocks this year. The Chinese stock market is expected to have another good year in 2026. The Shanghai Composite Index is expected to resume its oscillating upward trend and return above 4,000 points [3]. Trading Strategies - For stock index futures directional trading, long positions should be mainly allocated based on the Shanghai 50 Index and the CSI 300 Index. For stock index option trading, one should watch more and act less on the far - month deep out - of - the - money call options of the stock index [3].

11月18日，2025第十五届高工锂电年会在深圳开幕。高工锂电董事长张小飞在会上预计，中国锂电池出货量"从2025年至2035年还将有超过3倍的增长"。 高工产研（GGII）发布的最新固态电池分析称，2027年（或2028年）至2030年将成为全固态锂电池行业GWh级产能规模化建设的重要阶段。 记者梳理多位公司负责人及行业专家观点获悉，随着动力电池与储能市场需求持续旺盛，新一轮的锂电扩产已悄然拉开序幕，叠加固态电池等新技术突破 与应用场景的增多，中国锂电行业正从规模扩张向价值创造转型，未来十年仍将保持高速增长态势。 2025第十五届高工锂电年会现场 拍摄 记者 王玉晴 锂电池产业链涨价大势所趋 "今年以来，锂电产业链价格企稳回升，动力电池与储能市场需求旺盛，新一轮锂电扩产序幕已悄然拉开。特别是近期缺芯、保供现象，已从储能领域蔓 延至乘用车动力电池领域，行业正重新迈入增长通道。"海目星董事长赵盛宇在致辞中表示。 在锂电池新一轮的景气度上升期中，张小飞预计，2025年中国锂电池的出货量将超过1.7TWh，并且从2025年至2035年还将有超过3倍的增长。 结合相关报告，张小飞进一步解释称，预计2025年中国动力锂 ...

上证报中国证券网讯（李子健 记者 王玉晴）11月18日，2025第十五届高工锂电年会在深圳开幕。楚能新能源总裁黄锋在演讲中称，公司已形成110GWh产 能，未来三年将形成500GWh产能，涵盖动力和储能两大核心领域。2025年10月，楚能新能源首次单月出货量突破10GWh。 11月18日，2025第十五届高工锂电年会在深圳开幕。楚能新能源总裁黄锋在演讲中称，公司已形成110GWh产能，未来三年将形成500GWh产能，涵盖动力 和储能两大核心领域。2025年10月，楚能新能源首次单月出货量突破10GWh。 ...

Core Insights - The Chinese lithium battery industry is projected to exceed a total output value of 1.2 trillion yuan in 2024, with a production capacity of 826 GWh, marking a year-on-year growth of 22.4% [1] - The global market for power batteries is increasingly concentrated, with Chinese companies holding six out of the top ten positions in the global rankings [2] - The transportation of lithium batteries is undergoing significant improvements, with a focus on safety and efficiency, as the industry faces new challenges [3][4] Industry Overview - The production and sales of new energy vehicles in China are expected to surpass 10 million units for the first time in 2024, with a battery installation volume of approximately 548.4 GWh, reflecting a year-on-year increase of 41.5% [1] - The cumulative export of lithium-ion batteries from China is projected to reach 197.1 GWh in 2024, also showing a year-on-year growth of 29.2% [1] - The market share of leading battery manufacturers is increasing, with CATL achieving a market share of 37.9% and a production volume of 339.3 GWh in 2024, representing a growth of 31.7% from the previous year [2] Transportation Developments - The Chinese government is implementing measures to enhance the safety and efficiency of lithium battery transportation, aiming to eliminate logistical bottlenecks by 2027 [3] - The transportation volume of lithium batteries in China is expected to exceed 10 million tons in 2024, with a diversified transportation structure being established [4] - Significant advancements in transportation methods include the first large-scale trial of railway transport for lithium batteries, as well as the initiation of a pilot program for road transport in the Sichuan-Chongqing region [4][5] Regulatory Framework - New safety standards for the maritime transport of lithium batteries have been established, aligning with international conventions [5] - The development of technical requirements for various modes of transport, including rail and air, is underway to ensure safe and efficient logistics for lithium batteries [4][5]

Core Viewpoint - The lithium battery industry continues to thrive in 2025, driven by the dual demand from the electric vehicle and energy storage markets, with overall shipment volumes and corporate performance showing synchronized improvement [1][5]. Industry Performance - In the first three quarters of 2025, the total shipment of lithium batteries in China exceeded 1.2 TWh, representing a year-on-year increase of 60%, with Q3 alone seeing shipments of 490 GWh, up 47% year-on-year [5]. - The growth in the power lithium battery market is primarily supported by the robust development of the electric vehicle industry, with domestic production and sales of new energy vehicles reaching 11.24 million and 11.23 million units respectively, marking increases of 35.2% and 34.9% year-on-year [5]. - The energy storage battery market also saw significant growth, with shipments reaching 165 GWh in Q3, a 65% increase year-on-year, driven by both policy support and market demand [6]. Company Performance - Among 18 A-share listed battery companies, two-thirds reported growth in both revenue and profit, showcasing strong resilience [2]. - CATL (宁德时代) achieved revenue of 283.1 billion yuan in Q3 2025, a year-on-year increase of 9.28%, with a net profit of 49.03 billion yuan, up 36.2% [2][10]. - EVE Energy (亿纬锂能) reported revenue of 45 billion yuan, a 32.17% increase, while Guoxuan High-Tech (国轩高科) saw a staggering 514.35% increase in net profit, reaching 2.53 billion yuan [10][11]. Market Dynamics - The industry is experiencing a divergence, with leading companies leveraging technology, scale, and global presence to maintain their competitive edge, while smaller firms face challenges in securing orders and maintaining profitability [3][8]. - The dominance of lithium iron phosphate batteries continues, accounting for 78% of total power battery shipments in Q3, with a year-on-year growth of 51% [5]. Technological Advancements - The lithium battery sector is transitioning from scale expansion to high-quality development, with innovations such as solid-state batteries opening new growth avenues [3][13]. - Companies like Funeng Technology (孚能科技) and Guoxuan High-Tech are making significant strides in solid-state battery technology, with plans for mass production and increased energy density [15][16]. Future Outlook - The lithium battery industry is expected to maintain its growth trajectory, driven by ongoing demand in power and energy storage markets, alongside continuous technological innovations [21]. - The upcoming 2025 High-Performance Lithium Battery Conference in Shenzhen will feature key industry leaders, highlighting the sector's focus on innovation and collaboration [1][21].