Group 1 - CATL's Luoyang base project phase one has been fully operational, achieving a cumulative output value exceeding 5 billion yuan, with an annual capacity of 30GWh [2] - The Luoyang base has all production lines in operation, with over 95% of production equipment connected to the network, producing one cell every second and one battery pack every 2.5 minutes [2] - CATL is also progressing with the construction of phase two of the Luoyang base, which is set to start in May 2024 [2] Group 2 - CATL has become the first company to pass the new national standard for power batteries, receiving two GB 38031-2025 safety requirement testing reports [3][4] - The new standard will officially be implemented on July 1, 2026 [4] Group 3 - Chuangneng New Energy and Huachuang New Materials have signed a strategic cooperation agreement for a lithium battery copper foil project, with Huachuang supplying 150,000 tons of raw materials over the next five years [5] - Ganfeng Lithium has signed a strategic cooperation agreement with Shenzhen Tianbangda Technology for over 5GWh of battery management systems (BMS) in 2025 [6] Group 4 - Funeng Technology reported a net loss reduction of 1.538 billion yuan in 2024, with total revenue of 11.68 billion yuan and ranking third in national power battery export volume [7] - Ruipu Lanjun has signed a strategic cooperation agreement with Yufeng Future for eVTOL aircraft energy solutions, providing customized high-nickel battery solutions [8] Group 5 - Guoxuan High-Tech has commenced construction of the largest battery manufacturing base in western China, with a project area of approximately 158,000 square meters [9] - Zhuhai Guanyu's quasi-solid-state battery project has passed expert acceptance, achieving key technological breakthroughs [10] Group 6 - XWANDA reported a 21.23% increase in net profit for Q1 2025, with total revenue of 12.289 billion yuan [11] - A 5.8 billion yuan cylindrical battery project has been signed in Sichuan, focusing on lithium-ion battery production lines [12] Group 7 - SK On has been selected as the battery supplier for the US electric vehicle startup Slate, with a contract to supply 20GWh of batteries from 2026 to 2031 [13][14] - Samsung SDI plans to promote its latest ESS battery products at an upcoming battery exhibition in Europe [15] Group 8 - A major negative electrode material base has been initiated in Ningxia, with a total investment of 31 billion yuan, including projects for lithium iron phosphate and artificial graphite [17] - Zhenhua New Materials has postponed the implementation of its positive electrode material production line project [18] Group 9 - A 100,000-ton lithium iron phosphate project has received environmental approval, with plans to be operational by June 2026 [20][21] - LG Energy has announced plans to build a battery recycling plant in partnership with Derichebourg, with a processing capacity of over 20,000 tons [33] Group 10 - BYD reported a revenue of approximately 170.4 billion yuan in Q1 2025, with a net profit increase of 100.38% [37] - The company aims to sell 5.5 million vehicles in 2025, with significant growth expected in overseas markets [37]

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： 宝丰集团官微 4月27日，宝丰储能正极、负极、电解液厂暨宝丰能源四期烯烃新材料项目集中开工现场推进会在宁夏宁 东基地举行。 宝丰新型储能等项目投资105亿元， 将加快推进年产25万吨磷酸铁锂正极材料、15万吨人造石墨负极材 料、17万吨电解液材料，100GWh锂电池及储能系统和储能电站项目建设达产， 并基本形成立足宁夏、 辐射西北、面向全国的新型储能材料生产基地。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 I C C S I N O 主办单位： 鑫椤资讯 END 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） ...

西北地区锂电产业链正加速完善！ 据 宁夏日报发布，4月27日， 宝丰储能正极、负极、电解液厂暨宝丰能源四期烯烃新材料项目集中开工， 总投资规模达310亿元， 项目全 部建成投产后，每年可实现工业总产值490亿元，解决就业近1万人。 本次开工的项目分为2大部分。 其一为 宝丰新型储能正极、负极、电解液厂项目，总投资105亿元， 将建设年产25万吨磷酸铁锂正极材料、 15万吨人造石墨负极材料、17万吨电解液材料，100GWh锂电池及储能系统和储能电站等项目 ，未来将 形成立足宁夏、辐射西北、面向全 国的新型储能材料生产和电池储能全系统制造产业集群。 其二为 宝丰能源四期烯烃新材料项目，总投资 205亿元。据悉， 该项目一期为60万吨/年甲醇制烯烃项目已于2014年投产，二期60万吨烯 烃项目于2020年全线投产，三期50万吨/年煤制烯烃项目在2023年投运。 回溯来看， 宝丰新型储能正极、负极、电解液厂项目则与4年前公布的项目高度一致，或为当时超900亿投资项目的一部分。 资料显示， 宁夏宝丰集团有限公司是一家 集"化工、新能源、农业、医疗养老、枸杞健康、公益慈善"等产业于一体的现代企业集团，属于 宁夏民营龙头企 ...

插播 ：拒绝鱼龙混杂， 让优质项目脱颖而出！"2024-2025用户侧储能项目TOP10榜单"征集进行中。点击 "阅读原文" 进行申报 千亿煤化工巨头宁夏宝丰集团加速储能布局。 昨日（ 4月27 日）， 宝丰能源在宁东基地 举行总投资310亿元的储能和 烯烃新材料项目集中开工推进会 。 ■ 105亿！布局储能全产业链项目 项目总投资310亿元， 其中新型 储能等项目投资 105亿 ，加快推进年产25万吨磷酸铁锂正极材料、15万吨人造石墨负极材料、17万吨电解液材 料，100G Wh锂电池及储能系统和储能电站项目建设达产，并基本形成立足宁夏、辐射西北、面 向全国的新型储能材料生产基地，助力"源网荷 储"新型能源系统构建。 ■ 宁夏首富：力促千亿煤化工企业转型 宝丰能源实控 人、身家950亿元的宁夏首富党彦宝，自2005年成立宝丰能源，通过13年的创新发展及转型努力， 将 宝丰集团 发展为涵盖能源化 工、新能源、新型储能三大产业 板块的大型企业集团。他极为重视储能的发展，多次公开发言提及储能。 宝丰集团 董事长党彦宝 出席宝丰能源新建项目开工仪式并讲话，图源于宝丰集团 在去年4月20日，内蒙古电力集团与宝丰集团座 ...

Investment Rating - The report rates the electricity energy industry as "Outperforming the Market" [1][53]. Core Viewpoints - The industry is expected to outperform the CSI 300 index over the next six months due to favorable fundamentals [1][53]. - Recent performance shows that the electricity equipment index has outperformed the CSI 300 index by 1.40 percentage points, with a decline of 0.83% compared to a 2.22% drop in the CSI 300 [5][11]. Market Performance - During the period from February 24 to February 28, 2025, the CSI 300 index fell by 2.22%, while the electricity equipment index decreased by 0.83%, ranking 15th among 31 first-level industries [5][12]. - The top-performing sub-sectors within the electricity energy category included batteries and photovoltaic materials, with increases of 8.32%, 4.93%, and 2.83% respectively [15]. Electricity Industry Operations - In December 2024, the total electricity consumption reached 883.5 billion kWh, marking a year-on-year growth of 3.27%. The cumulative electricity consumption for the entire year was 9,852.1 billion kWh, reflecting a 6.81% increase [17][18]. - The newly added power generation capacity for the year 2024 was 43,323 MW, which is a year-on-year increase of 17.38% [20]. New Power System Situation Photovoltaics - As of February 26, 2025, the prices of upstream raw materials for photovoltaics are at a low point, with signs of a turning point for components and photovoltaic glass [30]. Energy Storage - By the end of 2024, China's operational energy storage projects had a cumulative installed capacity of 137.9 GW, a year-on-year increase of 59.9% [36]. Lithium Batteries - As of February 28, 2025, the price of lithium carbonate was 74,700 RMB per ton, showing a slight decrease [39]. Charging Infrastructure - By the end of January 2025, the total number of charging facilities in the country reached 13.21 million, a year-on-year increase of 49.12% [43].