中化新网讯 近日，在上海举办的国际海事展览会上，宁德时代自主研发的船用电池系统获得意大利船 级社（简称RINA）颁发的型式认可证书。 截至目前，宁德时代已在近900艘船舶上交付产品，并实现多个行业之最，包括全球电量最大的纯电内 河游轮"长江三峡1"号，全国首艘入级中国船级社的纯电海上客船"屿见77"号，全国首艘混合动力拖 轮"青港拖1"号和京杭运河首艘纯电换电货船"济宁6006"等。 据悉，随着全球航运业绿色转型加速，船舶电动化已成为重要趋势。宁德时代依托在动力电池领域的深 厚积累，针对船舶严苛、复杂的应用环境，开发出高安全、长寿命、高功率的专属电池系统。此前，宁 德时代已获得法国、美国、挪威等全球主要船级社认证，此次再获国际权威海事机构的认可，为其进军 全球市场再添关键"通行证"。 ...

需求端同样释放积极信号。中信建投研报预测，2026年全球锂电池总需求有望突破2700GWh，同比增长超30%，其中储能电池需求将超过900GWh，多个环 节或现供应紧张。 华泰证券则指出，2025至2027年全球锂资源供给量(以LCE计)预计分别为163.4万吨、216.2万吨和253.2万吨，同比增速分别达22.3%、32.3%和17.1%。尽管 供给逐步释放，但资源端仍具结构性稀缺特征。 锂电龙头公司动作频频 此外，宁德时代与新加坡可再生能源开发商Vena Energy签署框架供应协议，将向其印尼子公司提供4GWh的EnerX电池储能系统。该系统采用530Ah电芯， 单个20英尺集装箱容量高达5.6MWh，彰显其在全球储能市场的技术输出与交付能力。 智通财经12月10日讯（编辑 胡家荣）今日港股锂电板块表现活跃。截至发稿，赣锋锂业(01772.HK)涨4.27%、天齐锂业(09696.HK)涨3.19%、宁德时代 (03750.HK)涨2.02%。 | 注：锂电池股的表现 | | --- | 消息方面，据相关报道，美国国防部正通过国家国防储备计划大规模囤积关键矿产，涵盖锂、钴、石墨及稀土等38种能源转型核 ...

今年 7 月，全国首艘纯电海上客船"屿见 77"在厦门湾正式启航。宁德时代表示，该船搭载宁德时代船 用电池系统，验证了纯电技术在近海航区应用的可行性。"屿见 77"轮搭载的宁德时代船用电池系统， 采用了 CTP（无模组电池包）技术和一体化 CCS（高压充电系统）集成技术，实现电池包能量密度突 破 140Wh/kg。 该系统为"屿见 77"轮提供了 3918kWh 的配电量，纯电续航可达 100km，足以支持其连续运营 4 趟厦门 湾夜游航线。 记者查询获悉，时代电船成立于 2022 年 11 月。截至目前，宁德时代已为近 900 艘各类船舶提供动力解 决方案，在该领域的全球市占率约为 40%。 宁德时代电船应用场景从内湖、内河逐步走向沿海、近海，船型涵盖货船、景区游船、客船、公务船、 工作船、海洋工程船等，实现了高能量密度、高安全性、长寿命船用电池技术、电池 SOX AI 决策管理 技术、大功率岸端充电技术、多能源集成控制技术、高效能源管理技术、船-岸-云一体化智能协同技 术、故障可视化定位技术、运-管-维-保-培全生命周期管理技术等关键技术突破。 据智通财经报道，12 月 4 日，宁德时代船舶业务及"船-岸 ...

Core Viewpoint - The Fujian Provincial Quality Inspection Institute is actively promoting high-quality development through strategic collaborations with leading enterprises and tailored support for local economies, aiming to enhance industrial upgrading and regional revitalization [1][5]. Group 1: Strategic Collaborations - The Fujian Provincial Quality Inspection Institute has established strategic partnerships with 19 leading enterprises, providing personalized services and achieving 100% on-site response for 150 key companies [2]. - Collaborations include assisting companies like Fuyao Glass and Ruijie Networks in overcoming technical challenges and obtaining essential certifications [2]. Group 2: Local Economic Support - The institute has created quality assistance stations in industrial clusters, serving 41 companies and conducting over 600 tests, saving approximately 2 million yuan [3]. - Continuous support for small and micro enterprises in Nanan has led to the resolution of 239 quality management issues [3]. Group 3: Supply Chain and Industry Development - The institute has visited over 3,380 enterprises to address 5,267 technical challenges across 14 key industrial chains, including new energy and electronic information [4]. - It has been approved as a designated laboratory for electric vehicle power supply equipment certification, aiding local companies in obtaining necessary certifications [4]. Group 4: Future Directions - The Fujian Provincial Quality Inspection Institute aims to integrate into the dual circulation development pattern, collaborating with international organizations to help local enterprises expand into global markets [5]. - The institute emphasizes that inspection and testing are crucial for industrial upgrading, regional revitalization, and safety governance [5].

Battery - CATL supports the operation of the first pure electric passenger ship "Yujian 77" in China, which utilizes CATL's marine battery system, providing a zero-emission and low-noise experience for tourists, marking a significant step towards green transformation in the maritime tourism industry [2][3] - BYD Energy signed a strategic cooperation agreement with CCS Wuhan, aiming to advance green ship technology standards and establish a joint laboratory for battery-powered ship safety research, focusing on battery system innovation and industry standards [4] - ZK Electronic has obtained a patent for a solid-state battery capable of high-rate charging and discharging, continuing its research and application development in solid-state battery technology [5][6] - Ganfeng Lithium established Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. with a registered capital of 200 million RMB, focusing on renewable energy technology and independent energy storage development, indicating Ganfeng's expansion into the energy storage sector [7] - QuantumScape Corporation expanded its strategic cooperation with PowerCo SE, with an investment of up to $131 million (approximately 956 million RMB) to accelerate the development of solid-state battery technology [9] - CATL signed a strategic cooperation agreement with the government of Jiyuan City, focusing on the development of the new energy industry and energy storage technology applications [10] Materials - A 10,000-ton silicon-carbon anode material project in Yichang, Hubei, has been publicly announced, with a total investment of approximately 1 billion RMB, aiming for an annual production capacity of 10,000 tons [12] - Jiayuan Technology and South China University of Technology established a joint research center for high-performance environmentally friendly electrolytic copper foil, initiating projects on interface mechanisms and functional materials [14][15] - Sichuan Luocheng's solid-state battery binder is currently in the small-scale testing phase, with positive results from lithium battery electrolyte additive tests, achieving ton-level production supply [16] Battery Recycling - Tianli Lithium Energy announced an investment of 30 million RMB to establish Guangxi Tianli Advanced Energy Research Co., Ltd. in collaboration with other investors [20]

Core Viewpoint - CATL is progressively building a comprehensive zero-carbon shipping solution, with significant projects in various maritime sectors, including luxury cruise ships and electric tugboats [1][2]. Group 1: Electric Vessels - The first pure electric passenger ship in China, "Yujian 77," has officially launched in Xiamen Bay, featuring CATL's battery system that ensures zero emissions and low noise for a high-quality tourism experience [3]. - The battery system on "Yujian 77" utilizes CTP technology and integrated CCS technology, achieving an energy density of over 140Wh/kg, with a total power capacity of 3918kWh, enabling a range of 100km [3][4]. - The operation of "Yujian 77" is expected to reduce fuel consumption by nearly 250 tons and cut CO2 emissions by over 400 tons annually, equivalent to planting over 20,000 trees [4]. Group 2: Hydrogen-Electric Tugboats - The first hydrogen-electric tugboat in China, "Hydrogen Tug 1," has been put into service at Qingdao Port, representing the largest horsepower and lithium battery capacity in the domestic market [5][6]. - "Hydrogen Tug 1" features a lithium battery capacity of 7838.88kWh, an energy density of 140Wh/kg, and a maximum output power of 5200kW, allowing for over 12 hours of operation at a speed of 9 knots [6]. - The introduction of "Hydrogen Tug 1" is projected to reduce CO2 emissions by 1500 tons annually, contributing significantly to the establishment of a zero-carbon port in Qingdao [7].