文 | 中关村储能产业技术联盟 1 2月26日，中车发布宁德2 026年储能电芯需求直接采购公示。 采购主体：中车株洲电力机车研究所有限公司综合能源事业部 供应商：宁德时代新能源科技股份有限公司 此次采购包含两个标段，分别采购314Ah和587Ah电芯。 标段一： 宁德时代3 1 4Ah储能专用电芯 (宁德时代/ 3 . 2V/ 3 1 4Ah ) 8 0 00000块 标段二： 磷酸铁锂电芯( 5 8 7Ah- 3.2V) 6 4 00000块 | 序号 | 标段包名称 | 标段包编号 | 物料名称 物料数量 | 車位 | 供应商名称 | | --- | --- | --- | --- | --- | --- | | | 宁德2026年储能电 | SCH2512250550 | 宁德时代314Ah储能 8000000.0 | EA,each | 宁德时代新能源科技 | | | 芯需求 | | 专用电芯(宁德时 | | 股份有限公司 | | | | | 代/3.2V/314Ah) | | | | | 宁德2026年储能电 | SCH2512250550 | 磷 酸 铁 锂 电 芯 6400000.0 | EA ...

Core Insights - Shanghai Pylon Energy Technology Co., Ltd. (referred to as "Pylon Technology") is a leading provider of energy storage systems, focusing on the research, production, and sales of lithium iron phosphate battery cells, modules, battery management systems, and energy storage system integration [1][2] - The company is expanding its overseas business from a single market in Europe for home energy storage to a global strategy that includes both commercial and residential energy storage across multiple regions [1] - Pylon Technology's first overseas factory in Italy is set to commence operations in March 2025, which is expected to enhance the company's competitiveness in Europe and globally [1] R&D and Financials - As of the end of Q3 2025, Pylon Technology has invested 250 million yuan in R&D, accounting for 12.43% of its operating revenue, indicating a strong commitment to technological advancement [1] - The company aims to reduce reliance on a single overseas market by diversifying its domestic business and exploring new directions in lightweight power, thereby mitigating geopolitical and market volatility risks [1] Future Strategy - Pylon Technology's future development strategy is centered around a "full-scenario layout" and a "technological moat," focusing on opportunities in the domestic independent energy storage market and renewable energy applications [2] - The company plans to deepen its involvement in the lightweight power sector, particularly in the battery swap ecosystem for two-wheeled and three-wheeled vehicles, while also cultivating new growth areas through B-end customer development [2] - Additionally, Pylon Technology will explore collaborations with photovoltaic, grid, and vehicle manufacturers to promote the large-scale application of sodium batteries in energy storage and lightweight power scenarios [2]

□ 安徽日报罗宝 40多年前，凤阳县小岗村18户村民按下红手印，犹如一声惊雷，拉开了中国农村改革的大幕。"大包 干"的星星之火，迅速燎原神州大地，为中国农村发展带来了翻天覆地的变化，也孕育了改革创新、敢 为人先的"小岗精神"。 从"大包干"走向"大扬子"，从"大滁城"迈入"大江北"，在滁州现代化建设波澜壮阔的峥嵘岁月中，"小岗 精神"如同一面旗帜指引全市上下，一路风雨兼程、一路披荆斩棘、一路砥砺前行，在百舸争流、千帆 竞发的洪流中勇立潮头，在不进则退、不强则弱的竞争中赢得优势，终于迎来"十四五"期间滁州经济社 会发展的新跨越，犹如似锦繁花，次第开放。 滁州紧紧把握长三角一体化发展这个最大机遇、最大势能、最大红利，实现了与沪苏浙城市、城区、园 区合作的全覆盖，打造了由国家级开发区、省际毗邻区、合作产业园等组成的多层次合作平台矩阵，数 量和体量均居全省第一。顶山汊河、浦口南谯省级开发区获批筹建，累计落地亿元以上项目166个、总 投资近1100亿元，正打造省际毗邻合作样板区，让"好邻居"变成"合伙人"；中新苏滁高新区坚持产城融 合，引进高端产业、优质企业、品牌服务，高水平打造省际合作园区示范样板。 在浦口—南谯省际 ...

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：Power Future 如想了解更多关于磷酸铁锂行业信息，欢 迎订购《 2025-2029年 中国磷酸铁锂 市场运行趋势及竞 争策略研究报告 》，订购电话：18964001 371（微信同）。 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） 鑫椤报告预售： 12月9日晚，三星SDI发布消息称， 其美国子公司与美国客户签署磷酸铁锂储能电池订单，合同金额超 2万亿韩元、约合13.6亿美元、相当于人民币96.2亿元，订单 交付期将从2027年起持续三年 。 据悉，此次向SDI下单采购的客户是一家美国能源基础设施开发和运营企业，但未透露客户名称。此次 三星SDI供应的磷酸铁锂电芯将安装在电池储能系统解决方案SBB 2.0中，这是一款20英尺集装箱式储 能系统，内部集成了电池和消防安全设备。值得注意的是，SBB 2.0是三星SDI首款使用方形磷酸铁锂 电池的储能系统，这也是韩系电池企业从三元电池转向磷酸铁锂电池的重要标志。 三星 ...

12月1日，电池板块小幅反弹，大部分时间维持红盘，截至14:49，电池50ETF(159796)微涨0.31%，成交额超2.2亿元，午后溢价走阔达0.21%，或反映买盘活 跃！值得一提的是，电池50ETF(159796)获资金积极布局，盘中净申购达2500万元。 电池50ETF(159796)标的指数成分股涨跌不一，天华新能涨超5%，一度涨15%，天赐材料涨超2%，宁德时代涨近2%，三花智控、亿纬锂能涨超1%，国轩高 科、欣旺达等微涨，阳光电源等跌超2%，阿特斯、湖南裕能等领跌。 【电池50ETF(159796)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | -2.46% | 17.01% | | 2 | 300750 | 宁德时代 | 1.98% | 7.71% | | 3 | 002050 | 三花智控 | 1.72% | 6.22% | | 4 | 300014 | 亿纬锂能 | 1.19% | 5.90% | | ਦੇ | 300450 | 先导智能 | 0. ...

Core Insights - The lithium battery industry is experiencing strong demand growth, leading multiple companies to operate at full production and sales capacity [1][2] - Companies are entering long-term agreements to secure supply, reflecting optimistic expectations for the long-term demand for energy storage batteries [2] Group 1: Company Performance - Guangzhou Penghui Energy Technology Co., Ltd. reports that its main energy storage products are currently at full production and sales, with prices increasing compared to the first half of the year [1] - Tianji New Energy Technology Co., Ltd. indicates that its lithium hexafluorophosphate is also in a full production and sales state for the current and next quarter [1] - Beijing Dongsheng Materials Technology Co., Ltd. has completed the first phase of its 40,000-ton capacity for lithium iron phosphate, achieving immediate production upon completion [1] - Fujian Longjing Environmental Protection Co., Ltd. states that its current energy storage cell capacity of approximately 8.5 GWh has been at full production and sales since March, with plans to increase capacity to reduce production costs [1] Group 2: Market Trends - The current surge in the lithium battery market is driven by strong market demand, with both energy storage batteries and new energy vehicle power batteries showing robust growth [1] - As of November 25, the spot price for battery-grade lithium carbonate reached 91,960 yuan per ton, a 21.90% increase from the previous month's price of 75,440 yuan per ton [1] - The price of key electrolyte material lithium hexafluorophosphate has also seen significant increases, along with rising prices for mainstream lithium iron phosphate cells [1] Group 3: Long-term Agreements - Beijing Haibo Sichuang Technology Co., Ltd. has signed a strategic cooperation agreement with CATL, committing to procure no less than 200 GWh of battery cells from CATL between 2026 and 2028 [2] - Shenzhen Kelu Electronics Technology Co., Ltd. maintains good relationships with battery cell suppliers and has signed volume-lock agreements to ensure supply for its energy storage business [2] - The trend of companies entering long-term agreements for procurement reflects a positive outlook on the long-term demand for energy storage batteries and contributes to the stability of the industry and supply chain [2]

Core Viewpoint - The company is actively monitoring advancements in cutting-edge battery technologies, including solid-state batteries, and plans to integrate these technologies into its product design and system integration once they mature [1] Group 1: Technology Development - The company emphasizes its commitment to staying updated on the development of advanced battery technologies [1] - The integration of solid-state battery technology is a future goal for enhancing product performance and safety [1] Group 2: Current Operations - Currently, the company primarily sources lithium iron phosphate (LiFePO4) battery cells for the production of energy storage batteries [1]

Core Viewpoint - The article highlights the partial production launch of the 10GWh lithium iron phosphate battery cell and smart energy storage system project by Badar in Tongshan, Xuzhou, indicating significant progress in the energy storage sector [1][2]. Project Overview - The total area of the project is 300 acres with an investment of approximately $620 million, divided into two phases [3]. - Phase one includes the construction of a 10GWh PACK, container energy storage cabinets, and system integration, focusing on portable, residential, commercial, and large-scale container energy storage products [3]. - Phase two plans to establish a 10GWh production line for lithium iron phosphate energy storage cells, primarily producing large cells of 280Ah and above, along with some smaller household cells of 50Ah and 100Ah [3]. Construction Progress - The construction of the first and second factory buildings has been completed, and the production line has officially commenced [2][3]. - The first phase covers an area of approximately 65,000 square meters, including the two factory buildings, an office building, and dormitories [3]. - The company has purchased equipment for a 4GWh production line, with one 2GWh semi-automated production line already installed and operational in the second factory, while another 2GWh fully automated line is pending installation after the first factory's interior decoration [3]. - Recently, the company has increased its order for 4GWh fully automated production line equipment, expecting to achieve 8GWh capacity by the end of the year [3]. Industry Impact - Upon completion, the project will create a complete industrial chain for lithium iron phosphate energy storage cells, including materials, PACK, container storage cabinets, and system integration [3].

Core Viewpoint - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, emphasizing its significance in the solid-state battery sector and the participation of numerous exhibitors and attendees [2]. Group 1: Event Details - The CINE2025 event will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [2]. - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2]. Group 2: Project Overview - The project by Jiangsu Badar Energy Co., Ltd. involves a total investment of approximately $620 million (about 4.55 billion RMB) and will be constructed in two phases [3]. - Phase one includes a 10GWh production capacity for various energy storage products, including portable and commercial storage solutions [3]. - Phase two aims to establish a 10GWh lithium iron phosphate energy storage cell production line, focusing on larger capacity cells of 280Ah and above [4]. Group 3: Project Progress - The project has completed the construction of approximately 65,000 square meters, including two factory buildings and supporting facilities, with a semi-automated production line already operational [5]. - An additional order for 4GWh of fully automated production line equipment has been placed, with expectations to reach 8GWh capacity by the end of the year [5]. Group 4: Market Dynamics - The competition in the large-scale energy storage market is intensifying, particularly with the increasing market share of 314Ah and higher capacity cells, which is affecting the demand for 280Ah cells [6]. - Companies are advised to select appropriate technological routes based on different application scenarios to avoid falling behind in capacity [6].

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [1] - The event will feature the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] - A total of 1.6 GWh of energy storage cell procurement demand has been announced by China Electrical Equipment, focusing on lithium iron phosphate cells with a capacity of 314Ah and above, divided into three packages [1][2] Group 2 - The procurement includes three packages: Package 1 with a scale of 1,040 MWh, Package 2 with 560 MWh, and Package 3 to be determined through a framework selection and negotiation [2] - In 2023, China Electrical Equipment has already initiated procurement for over 7.2 GWh of energy storage cells, covering various capacities including 50Ah, 100Ah, 280Ah, and 314Ah, with a total procurement volume exceeding 7,248 MWh [2] - The winning bids announced in August revealed that Chuangneng New Energy secured the largest package of 2,920 MWh, followed by Trina Storage with 2,180 MWh, Haicheng Storage with 1,400 MWh, and Guoxuan High-Tech with 700 MWh [2][3]