◆ 电池 ◆ 绿电占比达98% 02 因全球原材料供应链调整、第三方调查机构不足，欧盟本计划于今年8月实施的电池供应链尽职调 查拟被延期两年；原计划于今年2月执行的企业提交碳足迹报告也因细则未出台而延期，中国锂电 池企业对欧出口得到缓冲时间。 海四达2.5GWh 马来西亚动力电池项目敲定 03 5月20日，马来西亚经贸合作交流会在马来西亚吉隆坡举行。 在中马合作项目签约仪式上，海四 达签订了《海四达马来西亚2.5GWh圆柱形动力电池生产基地项目合作协议》。 海四达马来西亚工厂、预计6个月完成机电工程安装建设及设备安装调试工作，拟定于2025年第 三季度正式投产。 海四达表示，该工厂将成为海四达海外首个实现量产交付的电芯工厂，其产品 不仅能够满足东南亚市场的需求，还将辐射欧洲、北美等全球重要市场，充分彰显海四达在全球新 能源领域的强大供应能力，为全球客户提供优质的产品和服务。 ◆ 材料 ◆ 碳酸锂期货跌破六万大关 国内首个大型锂钠混合储能站投产 01 5月25日，我国首个大型锂钠混合储能站——南方电网宝池储能站在云南投产。宝池储能站占地面 积有5个足球场大小，装机容量达到400兆瓦时，每年可调节电量5.8亿度， ...

Core Viewpoint - The signing of the cooperation agreement for the 2.5GWh cylindrical power battery production base project in Malaysia marks a significant step in the company's "win-win, dual-track" strategy, aiming to enhance the local new energy economy and attract upstream and downstream enterprises to Malaysia [1]. Group 1 - The cooperation agreement was signed between the company and the owner unit WH during the signing ceremony on May 20, emphasizing the principles of future-oriented, complementary advantages, mutual benefit, and common development [1]. - The construction of the Malaysia factory is planned to be completed within six months, with equipment installation and debugging expected to be finished by the third quarter of 2025, making it the company's first overseas factory to achieve mass production [1]. - The products from the Malaysia factory will not only meet the demand in Southeast Asia but will also extend to important global markets such as Europe and North America, showcasing the company's strong supply capability in the global new energy sector [1]. Group 2 - The company aims to deepen its focus on the new energy sector and accelerate its global layout, reinforcing its leading position in the lithium battery "capacity going abroad" track [1]. - The strategic goal of "win-win, dual-track" will drive the company to enhance its international competitiveness and influence, injecting strong momentum into the improvement of its global industrial layout [1].