行业信息 1、交通部今年重点提升高速大功率充电能力,缓解"找桩难、排队长"问题 2、全国政协委员江浩然：建议加快高级别自动驾驶场景规模化应用 3、全国人大代表、中国信科工程师刘武:加快"光纤上车"脚步 破解智能网联汽车"带 贯焦虑" 4、蜂巢能源 1-2 月海外出货占比达 39%,加速全球化布局 5、宁德时代:2025 年实现净利润 722 亿元 同比增长 42.28% 点 击 蓝 字 关 注 我 们 目 录 6、全国政协常委、赛力斯集团董事长张兴海:多措并举推动智能新能源汽车高质量发 展 7、工信部:加快先进工艺技术研发推广 切实提升电解锰渣综合利用水平 8、烽火通信：首款国产高性能车规级 MCU 芯片今年量产上车 9、国内首家车规级芯片封测工厂在沪投产 10、险企发力探索"车电分离"模式车险,从试点走向全面推广仍需时间 11、国轩高科：赣州产业园开工 首期投资 32 亿布局低空经济动力电池 12、"十五五"规划明确支持新型电池产业,三重闭环助推高质量发展 13、锂电巨头加速布局,钠电迈入规模化应用新阶段 14、湖南高速联合比亚迪推 5 分钟快充，覆盖全省高速服务区 15、中国汽车动力电池产业创新联盟：2 ...

Investment Rating - The report maintains a positive outlook on the renewable energy sector, particularly focusing on the "wind-solar-hydrogen-green alcohol/ammonia" industry chain as a key investment opportunity [2][8][12]. Core Insights - The government work report emphasizes carbon reduction targets and the development of future energy sectors, indicating a strong policy support for green hydrogen and related technologies [7][12]. - The report highlights the urgency of addressing electricity shortages in the U.S. and the potential for significant investment in smart grid infrastructure, which is expected to benefit domestic manufacturers [3][16]. - The European Union's "Industrial Acceleration Act" is seen as a potential challenge for some offshore wind projects, but it also reinforces the competitive advantage of companies with localized production capabilities [9][22]. Summary by Relevant Sections Renewable Energy - The report identifies the "wind-solar-hydrogen-green alcohol/ammonia" industry chain as crucial for reducing dependence on external oil and gas, with significant investment opportunities in hydrogen production and fuel cells [2][8][12]. - The government has set a target to reduce carbon emissions per unit of GDP by 17% during the 14th Five-Year Plan, with a specific focus on increasing the share of renewable energy [7][8]. Hydrogen and Fuel Cells - Hydrogen is positioned as a key element in achieving green development goals, with a focus on green alcohol and electrolyzers as primary investment areas [3][12]. - The report notes that the demand for green alcohol is expected to surge, driven by the construction of methanol-fueled ships and the anticipated increase in global demand [13][14]. Electric Grid - The approval of $75 billion in transmission expansion projects by major U.S. grid operators highlights the urgency of addressing electricity shortages, with domestic manufacturers likely to benefit from increased orders [3][16]. - The report anticipates further investment in smart grid construction and new infrastructure projects, which could lead to a revaluation of electric grid equipment companies [2][16]. Wind Energy - The report continues to recommend investments in the European offshore wind supply chain, despite potential regulatory challenges posed by the EU's new legislation [9][24]. - The demand for offshore wind energy is expected to grow significantly, driven by the increasing energy needs of data centers and geopolitical factors affecting energy security in Europe [23][24]. Lithium Battery - The lithium battery sector is showing signs of recovery, with new technologies such as BYD's second-generation blade battery and sodium-ion batteries being highlighted as key developments [29][30]. - The report suggests that the demand for lithium battery materials will increase as production ramps up, particularly in light of recent price adjustments in the lithium supply chain [29][30]. Investment Recommendations - The report recommends focusing on companies involved in the production of green hydrogen, electrolyzers, and fuel cells, as well as those in the electric grid and wind energy sectors [33][34]. - Specific companies highlighted for potential investment include major players in the wind and solar sectors, as well as those involved in hydrogen production and battery technology [33][34].

Investment Rating - The report maintains a positive investment outlook on sectors related to renewable energy, hydrogen, and electric power equipment, emphasizing growth opportunities in green hydrogen, fuel cells, and electric grid infrastructure [2][3][6]. Core Insights - The government work report highlights the importance of carbon reduction targets and the development of future energy sectors, particularly emphasizing the "wind-solar-hydrogen" industry chain as a key area for investment [2][7]. - The report identifies significant investment opportunities in green hydrogen, electrolyzers, and fuel cells, driven by the urgent need for energy security and decarbonization [3][12]. - The report notes that the U.S. is experiencing a power shortage, leading to substantial investments in electric grid expansion, which is expected to benefit domestic manufacturers [3][16]. - The European Union's "Industrial Acceleration Act" is expected to impact the offshore wind sector, but it will also create opportunities for companies with localized production capabilities [9][21]. Summary by Sections Renewable Energy - The report emphasizes the acceleration of the "wind-solar-hydrogen" industry chain, which is expected to reduce dependence on external oil and gas [2][8]. - Investment opportunities in green hydrogen production, electrolyzers, and fuel cells are highlighted as critical for achieving carbon neutrality [3][12]. Electric Grid - The U.S. has approved $75 billion for transmission expansion projects, indicating a strong demand for electric grid infrastructure [3][15]. - The report suggests that the domestic electric equipment sector will benefit from increased orders due to the U.S. power supply constraints [3][16]. - The government work report calls for accelerated smart grid construction and new infrastructure projects, which may lead to increased investments in the electric grid sector [16][18]. Hydrogen and Fuel Cells - Hydrogen is positioned as a key element in achieving green development and energy security, with significant investment opportunities emerging in this sector [3][12]. - The report notes that the demand for green methanol is expected to surge, with projections indicating a need for 40 million tons by 2030, while current production capacity is limited [13][14]. Lithium Battery - The lithium battery sector is showing signs of recovery, with new technologies such as BYD's second-generation blade battery and sodium-ion batteries being introduced [29][30]. - The report suggests that the demand for lithium battery materials will increase as production ramps up [29][31]. Offshore Wind - The report continues to recommend investments in the European offshore wind supply chain, particularly in companies that can meet local production requirements [9][24]. - The demand for offshore wind energy is expected to grow significantly, driven by data center energy needs and geopolitical factors [23][24]. AIDC and Liquid Cooling - The report highlights the growing demand for liquid cooling components driven by advancements in AI and data center technologies [25][26]. - Companies involved in liquid cooling technology are expected to benefit from increased market share and technological advancements [25][26].

强于大市 电力设备与新能源行业 3月 第 1 周周报 两会关注未来能源发展，比亚迪发布闪充技术 新能源汽车方面，我们预计 2026 年全球新能源汽车销量有望保持较快增长，带动电 池和材料需求增长。动力电池方面，近期材料价格波动较大，津巴布韦的锂精矿出 口禁令引发碳酸锂价格上涨，重点关注产业链顺价情况。新技术方面，固态电池迈 向工程化验证关键期，关注相关材料和设备企业验证进展。光伏方面，"反内卷"、"太 空光伏"是 2026 年光伏投资双主线。2026 年政府工作报告明确我国将加快发展卫星 互联网，太空光伏产业链有望同步受益于海内外卫星发射数量提升。主产业链方面， 硅料、硅片价格下跌，组件价格提升，有利于组件环节龙头厂商兑现利润，2026 年 组件环节有望企稳。由于白银价格上涨，电池片环节格局正在优化，贱金属导入速 度有望加快。国内已出现高功率组件需求，下游电池组件依赖提效进行市场化出清， 且组件高功率化有望推动组件单价提升，组件厂涨价诉求强，建议关注行业格局较 好的电池组件、钙钛矿、胶膜等核心辅材方向。风电方面，中东局数升级推动天然 气价格提升，欧洲能源独立紧迫性进一步升级，欧洲海风需求有望提升，建议关注 风 ...

Group 1 - The core viewpoint of the article emphasizes the significant advancements in the sodium-ion battery technology, particularly with the launch of Envision's first sodium-ion energy storage cell, marking a new phase in large-scale application [3] - Sodium-ion technology is highlighted as a crucial complement to lithium battery systems, offering advantages such as wide temperature range, high rate capability, and safety, which cater to diverse application scenarios [3] - Envision has established a comprehensive innovation matrix covering various battery chemistries, including ternary, lithium iron phosphate, sodium-ion, and MTP, leveraging nearly 20 years of experience in battery R&D and manufacturing [3] Group 2 - The article mentions that by 2025, Envision aims to achieve mass production of industry-first large lithium iron phosphate cells with capacities exceeding 500Ah and 700Ah, continuously defining the next generation of energy storage products [3] - Envision has delivered over 100GWh of energy storage cells globally, assisting leading clients in creating benchmark projects and contributing to the global zero-carbon transition [3]

| 往 | 期 | 回 | 顾 | | --- | --- | --- | --- | | 01 | ｜ | 走进博力威：2025扭亏为盈，34145大圆柱电池实现满产满销！ | | | 02 | ｜ | 中比新能源：2025爆款32140全极耳铁锂大圆柱满产满销超3400万只！ | | | ｜ | 03 | 深度布局全极耳/固态电池等 | 蔚蓝锂芯房红亮：做高端圆柱技术价值引领者 | | ｜ | 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会4月深圳 | 04 | 举办！ | 锂电交流群—码上入群 全球锂电产业智库 之電氣運用 平台 服 务 内 容 品牌服务 政府服务 研究咨询 资本服务 品牌 论坛 研究 数据 融资 IPO 规划 招商 报告 咨询 报告 服务 宣传 展会 调研 服务 战略 亚亚 章投 投资 冠区 政府 官 销 会员 服务 报告 宣传 策划 咨询 顾问 顾问 顾问 合 作 咨 询：邱先生 189 3802 3176 近日， 远景动力首款钠离子储能专用电芯正式下线， 标志其钠电技术正式迈入规模化应用新阶段。 作为锂电体系的重要协同补充，钠电技术凭借宽温域、高倍率、高安全 ...

文 | 远景储能 远景冠名第十四届储能国际峰会暨展览会ESIE 2026 B4未来生态馆 ， 将携最新储能技 术与解决方案亮相，诚邀产业同仁共赴ESIE 2026全球储能产业盛会！ 近日， 远景动力首款钠离子储能专用电芯正式下线，标志其钠电技术正式迈入规模化应 用新阶段。 作为锂电体系的重要协同补充，钠电技术凭借宽温域、高倍率、高安全等天然优势，将有 效满足不同应用场景的差异化需求，特别是针对低温、AIDC、分布式储能等新场景具备 优势，"锂钠协同"有望构建多元化的新能源供给体系。 地点： 北京·首都国际会展中心 参会购票 免费观展 媒体合作 联系人： 曹先生 13552712189 李先生 13581741680 王先生 13581885520 赵先生 18210188771 远景动力此次下线的钠电储能专用电芯，核心性能指标稳居行业同类产品前列，不仅实现 了在超宽温域下的稳定运行，有效破解低温活性衰减与高温安全两大难题，更兼具超高倍 率、能量密度与能效，灵活适配多场景应用。 作为全球领先的智能电池科技公司，远景动力基于近20年的电池研发与制造经验，已构建 覆盖三元、磷酸铁锂、钠离子、MTP等多元新型化学体系 ...