开足马力稳生产 春节，是万家团圆、举杯畅饮的温馨时刻。而广大石油和化工人依然坚守在生产一线，用责任守护安 全，以实干诠释担当，成为新年里最美的风景线。 2月17日，农历大年初一，年味正浓。在安徽六国化工公司磷肥厂的磷酸装置区，转台过滤机岗位的员 工正像往常一样，身着工装，头戴安全帽，全神贯注地观察着设备的运行状况。 据了解，为确保节日期间安全生产，该公司提前部署，周密安排，制定了详细的节日安全生产方案和应 急预案。针对春节期间可能出现的低温天气和物流运输等压力，该公司强化原材料储备和产成品发运协 调机制。同时，各级管理人员严格执行带班值班制度，一线岗位员工精心操作、精细巡检，全力以赴保 障生产装置安全、高效运行。 当马年新春的团圆钟声传遍大街小巷，在珠海冠宇动力电池有限公司生产车间内，依旧机器轰鸣、灯光 如昼，自动化生产线正以每分钟300片的速度输出电池电芯，工人们穿着防静电工装，在岗位上熟练地 进行检测、封装等操作。据珠海冠宇动力电池有限公司负责人介绍，春节期间，企业保持100%产能运 行，主要为国内外新能源汽车客户赶制20GWh的电池订单。春节不打烊，既能确保客户订单按时交 付，也能为一季度实现15亿元产 ...

来源：新浪财经 2月6日，国内动力电池供应商欣旺达发布公告，宣布其子公司欣旺达动力与吉利子公司威睿电动汽车技 术公司达成和解，后者将在协议生效后撤回起诉。这场始于2025年12月、索赔金额高达23.14亿元的电 池纠纷，在不到两个月的时间里迅速落幕。 这场纠纷的核心在于欣旺达向吉利供应的一批电池电芯。2025年12月，吉利旗下威睿公司向浙江省宁波 市中级人民法院提起诉讼，指控欣旺达动力在2021年6月至2023年12月期间交付的电芯存在质量问题， 造成重大损失。 威睿公司提出的索赔金额高达23.14亿元，这一数字接近欣旺达2023年与2024年两年净利润之和。 诉讼背景源于吉利高端新能源品牌极氪001车型出现的问题。自2024年上半年开始，大量极氪001 WE86 车主反馈车辆存在充电速度变慢、电池容量衰减异常等问题。 2024年12月，极氪汽车发布通知，针对存在电池健康度异常的极氪001 WE86车辆，启动专项检测并为 符合条件的用户免费更换全新电池包。 此外，其港股上市进程虽因和解得以推进，但估值可能会因质量问题受到影响，融资规模或不及预期。 根据和解协议，欣旺达动力将分5年支付应承担的费用：2026年支 ...

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~ 2026国际电池产业大会 2026国际电池产业大会 会议时间：2026年4月22-24日 会议地点：马来西亚·吉隆坡 0 1 会议背景 在全球能源转型加速推进的浪潮下，电池产业作为新能源汽车、储能系统等战略性新兴产业的核心支 撑，正迎来需求激增与技术革新并存的黄金发展周期。据ICC鑫椤资讯预测，2026年的增长率将达到 34.6%，其中储能领域增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆 发"的盛况。与此同时，全球电池产业格局正经历深刻重构，原材料供应链韧性、国际贸易壁垒应对、 绿色低碳生产等成为行业共同面临的关键课题。 马来西亚凭借优越的地理位置、友好的投资政策及完善的产业支持体系，已成为全球电池产业链布局的 重要枢纽。截至2025年，中国电池产业链企业在马来西亚投资金额超过260亿元，涵盖电池电芯、隔 膜、负极材料等全产业链环节，形成了较为完整的产业生态。在此背景下，东南亚新兴市场的崛起为全 球电池产业注入新动能，也催生了跨区域、跨领域的技术交流与合作需求。 为搭建全球电池产业精英对话平台 ...

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~ 2026国际电池产业大会 2026国际电池产业大会 0 2 会议背景 在全球能源转型加速推进的浪潮下，电池产业作为新能源汽车、储能系统等战略性新兴产业的核心支 撑，正迎来需求激增与技术革新并存的黄金发展周期。据ICC鑫椤资讯预测，2026年的增长率将达到 34.6%，其中储能领域增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆 发"的盛况。与此同时，全球电池产业格局正经历深刻重构，原材料供应链韧性、国际贸易壁垒应对、 绿色低碳生产等成为行业共同面临的关键课题。 马来西亚凭借优越的地理位置、友好的投资政策及完善的产业支持体系，已成为全球电池产业链布局的 重要枢纽。截至2025年，中国电池产业链企业在马来西亚投资金额超过260亿元，涵盖电池电芯、隔 膜、负极材料等全产业链环节，形成了较为完整的产业生态。在此背景下，东南亚新兴市场的崛起为全 球电池产业注入新动能，也催生了跨区域、跨领域的技术交流与合作需求。 为搭建全球电池产业精英对话平台，汇聚企业实践经验与高校科研智慧，共探产业发展新路径， 2026 ...

2026国际电池产业大会 2026国际电池产业大会 会议时间：2026年4月22-24日 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~ 0 3 会议议题 0 1 会议地点：马来西亚·吉隆坡 会议主办：鑫椤资讯 会议协办：厦门大学、LIRA 0 2 会议背景 在全球能源转型加速推进的浪潮下，电池产业作为新能源汽车、储能系统等战略性新兴产业的核心支 撑，正迎来需求激增与技术革新并存的黄金发展周期。据ICC鑫椤资讯预测，2026年的增长率将达到 34.6%，其中储能领域增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆 发"的盛况。与此同时，全球电池产业格局正经历深刻重构，原材料供应链韧性、国际贸易壁垒应对、 绿色低碳生产等成为行业共同面临的关键课题。 马来西亚凭借优越的地理位置、友好的投资政策及完善的产业支持体系，已成为全球电池产业链布局的 重要枢纽。截至2025年，中国电池产业链企业在马来西亚投资金额超过260亿元，涵盖电池电芯、隔 膜、负极材料等全产业链环节，形成了较为完整的产业生态。在此背景下，东南亚新兴市场的崛起为全 球电池产业注入新动能， ...

Group 1 - Tesla announced plans to start battery cell production at its Gigafactory Berlin-Brandenburg in Grünheide from 2027, with an investment of €100 million and a target annual capacity of approximately 8 GWh to enhance European battery production capacity [2] - Since the launch of the Grünheide electric vehicle factory in 2022, Tesla has invested several billion euros and plans to inject hundreds of millions more to upgrade existing production infrastructure for full-scale battery production [3] - Tesla aims to create a vertically integrated production range at the Grünheide factory, completing all stages from battery to vehicle in one location, which is unique in Europe and enhances supply chain resilience [3] Group 2 - The Grünheide factory employs around 11,500 workers and is Tesla's only Gigafactory in Europe [3] - Despite the investment and plans for vertical integration, European battery production faces challenges in profitability compared to Chinese and American manufacturers, making large-scale battery production in Europe currently difficult [3]

Core Insights - Tesla is creating conditions at its Berlin-Brandenburg Gigafactory to produce up to 8 gigawatt-hours (GWh) of battery cells annually starting in 2027 [1] Group 1 - Tesla's Berlin-Brandenburg Gigafactory is set to significantly increase its battery production capacity [1]

Group 1 - The core viewpoint is that BMW's new procurement director, Nicolai Martin, emphasizes the need to balance cost opportunities with geopolitical risks, particularly in the semiconductor sector [1][4] - Martin acknowledges the risks associated with reliance on Nexperia for chip supply, indicating that discussions to reduce dependency were ongoing when the situation escalated [1][2] - He highlights the attractiveness of sourcing semiconductors from China due to cost factors, noting that the Chinese semiconductor market is rapidly growing with nearly 100 production bases being established [2][4] Group 2 - Martin states that Chinese suppliers are crucial not only for semiconductors but also for other components, such as battery cells and interior/exterior parts, which are supplied globally [3][4] - He argues that closer relationships with Chinese suppliers do not equate to increased dependency risks, but rather enhance BMW's competitiveness in the global market [4][5] - The challenging situation faced by German and European suppliers, including layoffs and supply chain pressures, has prompted BMW to proactively assess the financial stability and quality of its partners [5]

Core Insights - Volkswagen Group has officially launched battery cell production at its subsidiary PowerCo in Salzgitter, Germany, marking a significant milestone for both the company and the European battery industry [1][2] - The Salzgitter factory represents the first full-process layout of battery cell production in Europe, enhancing the company's technological sovereignty and autonomy [1] - Volkswagen aims to reduce electric vehicle manufacturing costs and improve its competitiveness in the global electrification market through this initiative [1] Investment and Production Details - The Salzgitter factory project has seen an investment exceeding €1 billion since its construction began in July 2022 [1] - Initial production capacity is limited to several hundred battery cells per day, with plans to gradually increase to 60,000 to 70,000 cells per day, targeting an annual capacity of 20 GWh, sufficient for approximately 250,000 electric vehicles [1] - The self-produced battery cells are expected to be used in new small electric vehicles like the Volkswagen ID. Polo and Cupra Raval starting in 2026 [1] Strategic Importance - CEO Oliver Blume stated that the Salzgitter factory sends a strong technological signal for Europe and is a crucial part of the group's overall strategy [2] - As the first European automaker to achieve in-house battery cell development and production, Volkswagen strengthens its position and independence in global competition [2]

Market Performance - The three major US stock indices showed mixed performance, with the Dow Jones and S&P 500 both declining, while the Nasdaq saw a slight increase driven by technology stocks [1] - The Dow Jones Industrial Average fell by 0.62% to 48,114.26 points, the S&P 500 decreased by 0.24% to 6,800.26 points, and the Nasdaq Composite rose by 0.23% to 23,111.46 points [2] Tesla's Performance - Tesla's stock reached a new all-time high, closing up 3.07%, with a market capitalization surpassing $1.6 trillion, making it the seventh-largest company in the US by market value [2] - The strong performance of Tesla is attributed to multiple favorable factors, including plans to produce battery cells in Germany starting in 2027 and optimistic market expectations regarding its autonomous driving and robotics businesses [2] - Morgan Stanley's latest report predicts that Tesla's Robotaxi fleet will grow from a few vehicles to approximately 1,000 by 2026, further boosting investor confidence [2] Broader Technology Sector - The overall performance of large technology stocks was strong, with the Wande American Technology Seven Giants Index rising by 0.45% [3] - Notable stock movements included Meta rising by 1.49%, Nvidia by 0.81%, Microsoft by 0.33%, Apple by 0.18%, and Amazon slightly increasing by 0.01%, while Google A shares fell by 0.54%, making it the weakest performer among tech giants [3] Commodity Market - In the commodity market, oil prices fell to their lowest levels since 2021, with WTI crude oil futures dropping to $55.27 per barrel, a decrease of 2.73% [4] - The decline in oil prices is attributed to increased possibilities of peace talks between Russia and Ukraine, leading to reduced geopolitical risk premiums [4] - Gold prices rose by 0.2% to $4,310.21 per ounce, driven by expectations of interest rate cuts and a weaker dollar [5] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell by 0.34%, with Alibaba down 0.53%, Pinduoduo down 1.25%, and NetEase down 1.85%, while Baidu, NIO, and Xpeng saw slight increases [5] - Notably, Pony.ai's stock surged by 7.28%, becoming the standout performer among Chinese stocks [5] Economic Data - The US Labor Department reported an increase of 64,000 non-farm jobs in November, slightly above market expectations, while the unemployment rate rose to 4.6%, higher than the expected 4.5% [6] - Retail sales in October remained flat, below economists' expectations for a 0.1% increase [6] - Following the economic data release, market expectations for a Federal Reserve interest rate cut in January increased slightly to 31% [7]