Battery - In contrast to previous years, the battery production in Q4 is expected to remain at a high level due to demand pull and raw material stocking. As of November, leading battery manufacturers are maintaining high capacity operations, while small and medium manufacturers may experience slight fluctuations. Recent cobalt price volatility has led to a slight increase in the price of ternary lithium batteries, while lithium iron phosphate batteries remain stable [1] New Energy Vehicles - In the first nine months of 2025, sales of new energy heavy trucks reached 138,714 units, representing a year-on-year increase of 183.30%. Currently, CATL has surpassed 700 chocolate battery swap stations nationwide, aiming for 1,000 stations by the end of 2025. Plans are in place to establish over 2,500 battery swap stations in more than 120 cities across the country by 2026. The Leap D19 model features an 80 kWh range extender with a pure electric range of 500 kilometers, utilizing CATL's "super hybrid battery" [2] Energy Storage - The energy storage cell market prices have remained generally stable this week. CATL announced its Q3 performance, achieving a total shipment of approximately 180 GWh for both power and energy storage batteries, with energy storage batteries accounting for about 20% and power batteries for about 80%. CATL's Jining base is expected to add over 100 GWh of energy storage capacity by 2026, utilizing 587 Ah large capacity cells. Tesla reported a record global energy storage installation of 12.5 GWh in Q3 2025, a 30% increase from 9.6 GWh in Q2. On October 21, Foxconn's energy storage brand "Fuchu Kenen" launched a 9.37 MWh container energy storage system, achieving an 87% improvement in energy density compared to conventional products [3]

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：富储科能 2025年10月21日，富士康旗下储能品牌富储科能在郑州航空港区举办" 做客户真正的朋友——富储科能储能安全领跑者" 发布会。 富士康新事业发展集团有限公司董事长崔志成在致辞中强调，在"双碳"战略引领下，储能已成为保障电力安全、推动新能源消纳的主赛道，而郑州航空港区的前瞻 性布局为储能产业发展提供了良好环境。在此背景下，郑州储能基地的量产是顺应行业趋势的关键举措，该基地具备全场景产品制造能力，且已落地多个项目，其 正式量产将进一步完善港区新能源产业生态，并带动相关产业链集聚发展 。 本次活动涵盖园区剪彩、产线参观、新品发布等环节，不仅是富士康布局储能赛道的里程碑事件，也是其旗下品牌富储科能向市场化、规模化发展迈出的关键一 步。 以真安全、高性能产品获取客户信任 用全生命周期、长期主义服务赢得"富储未来" 富士康新能源电池（郑州）有限公司营销总监谭来安表示，"稳扎稳打，厚积薄发，是富储科能研究市场、打磨产品的信条。"富储科能凭借富士康深厚的技术底 蕴、全球视野和扎实的服务网络，保障了储能电站在整个运行 ...

Core Insights - Foxconn's energy storage brand "Fuchu Kenen" aims to become the "world's first energy storage lighthouse factory" with an annual production capacity of 3GWh after mass production [1] - The establishment of Fuchu Kenen is part of Foxconn's "3+3+3 strategy," focusing on creating a closed-loop energy storage industry that integrates R&D, manufacturing, and marketing [1][2] - The company emphasizes a long-term commitment to the energy storage sector, viewing it as a marathon rather than a sprint, with significant investments planned for the coming years [2] Group 1 - The energy storage production base in Zhengzhou covers an area of 20,000 square meters and features advanced automated production lines, ensuring a comprehensive safety protection system throughout the product lifecycle [1] - Fuchu Kenen's products are designed for various applications, including innovation parks, smart manufacturing, data centers, rail transit, and zero-carbon parks, supporting multiple battery cell types [1] - The company has introduced a product philosophy of "three highs and one long standard," focusing on high safety, high reliability, high efficiency, and long lifespan [2] Group 2 - New products launched include the AIO series with capacities of 261kWh, 522kWh, and a 4.32MWh distributed/clustered energy storage system, with future releases planned for larger systems [2] - The "Energy Beast 9370" utilizes a patented "CTR+ stacking" technology, achieving a maximum capacity of 9.37MWh, which is an 87% increase compared to conventional products [2] - The mass production of energy storage solutions is expected to enhance the energy ecosystem in Zhengzhou and stimulate the development of the upstream and downstream energy storage industry [3]