Battery - Chuangneng New Energy launched a new generation 588Ah energy storage battery with an energy density of 190Wh/kg and a volume energy density of 419Wh/L, achieving an energy efficiency of 96.5%. The company plans to have over 200GWh of production capacity, with small-scale production expected in Q2 2026 and full-scale production in Q3 2026 [1] - EVE Energy's first large-capacity sodium-ion battery energy storage system has successfully entered commercial operation, featuring a cycle life of over 30,000 times and operational capabilities in a temperature range of -40℃ to +60℃, significantly reducing lifecycle carbon emissions by over 42% compared to lithium-ion batteries [2][3] Materials - Greenme's Qingmeibang park has opened a nickel electroplating production line with an annual capacity of 30,000 tons, achieving a nickel plate product purity of over 99.97%, contributing to a total global production capacity of 60,000 tons for Greenme [5][6] - Tianqi Lithium's battery-grade lithium hydroxide project, with a total investment of approximately 1.8 billion yuan, has been completed and put into production in Jiangsu Zhangjiagang Free Trade Zone [7] - Tibet Mining's battery-grade lithium carbonate project has officially commenced production, utilizing a complex membrane separation and MVR lithium extraction process, marking a significant achievement in challenging high-altitude conditions [8] Equipment - Mannesmann has completed the dual-line product layout for solid-state batteries, with multiple devices shipped and customer validation achieved [10] Battery Recycling - A project for processing waste lithium batteries has been publicly announced, aiming to handle approximately 11,000 tons of waste batteries annually using a low-temperature physical crushing technology developed by Southern University of Science and Technology, which avoids the pollution and high energy consumption associated with traditional methods [11]

Core Viewpoint - EVE Energy has successfully commissioned its first large-capacity sodium-ion battery energy storage system at its Jingmen base, marking a significant breakthrough in new energy storage technology [1] Group 1: Company Developments - The sodium-ion battery energy storage system was independently developed and designed by EVE Energy, utilizing the NF155L sodium-ion battery cells [1] - The sodium-ion battery features high safety, wide temperature range, high rate, long lifespan, and low carbon emission characteristics [1] Group 2: Technical Specifications - The sodium-ion battery offers over 30,000 cycles of lifespan and operates effectively within a temperature range of -40℃ to +60℃, meeting the full spectrum of energy storage needs [1] - Compared to similar lithium-ion batteries, the sodium-ion battery technology reduces lifecycle carbon emissions by over 42% [1]

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 ■自录 CONTENTS 政策法规 中汽协：发布支付规范倡议，推动账期承 诺落地 四份能源政策同天发布：推进新能源体系 协同发展 市场洞察 企业监测 (总第0121期 2025年9月第3周) . 1-8月国内新能源重卡自卸车同比增长75.9%, 渗透率达35.7% 401-600kWh电量产品是市场主流，600kWh . 以上产品快速渗透 新能源重卡自卸车销量集中在西南、华北、华 . 中区域 徐工销量突破3000辆，位列第一，同比增长 · 112.2% 比亚迪: 发布e-Bus平台3.0, 纯电C11客车上市, 续航 高达730km 潍柴新能源商用车：潍柴蓝擎X7纯电轻卡福建区域正式 . 上市 亿纬锂能:首套钠离子电池储能系统正式并网 政策法规 中汽协:发布支付规范倡议,推动账期承诺落地 9月15日，中国汽车工业协会（以下简称"中汽协"）发布《汽车整车企业供应商账款支付规范倡议》（以下简称《支付规范倡议》） 旨在 规范汽车整车企业与供应商之间的账款支付流程，维护供应商合法权益，尤其是中小供应商的利益，构建"整车一零部件"协作共赢的产业 生态。 ...

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]

Mergers and Acquisitions - Zhengfan Technology plans to acquire 62.23% equity held by five shareholders of Liaoning Hanjing Semiconductor Materials Co., Ltd. through cash payment [1] Investment Cooperation and Operational Status - Zhongke Shuguang signed a cooperation framework agreement with Zhongke Xingtou to jointly promote technological innovation in advanced computing in the space sector [2] - Pulite's subsidiary, Guangdong Haisida Sodium Star Technology Co., Ltd., signed a procurement contract for a 30MWh sodium-ion battery energy storage system with Southern Power Grid Electric Technology Co., Ltd. [2] - Jifeng Co., Ltd. received a seating assembly project designation from a leading OEM, with a project lifecycle of 6 years and an expected total amount of 1.3 billion yuan [2] - Honghe Technology's main product, electronic-grade fiberglass cloth, is one of the basic materials for PCBs [2] - Eight Billion Space's wholly-owned subsidiary, Zhejiang Eight Billion Space, signed a network technology service contract with China Broadcasting Sichuan Network Co., Ltd. to develop edge computing business [2] Performance Changes - Huagong Technology expects a net profit of 890 million to 950 million yuan for the first half of the year, a year-on-year increase of 42.43% to 52.03%, driven by the surge in demand for high-speed optical modules [3] - Dajin Heavy Industry anticipates a net profit of 510 million to 570 million yuan, a year-on-year increase of 193.32% to 227.83%, due to a shift to a higher value-added DAP model for export pile products [3] - Haopeng Technology expects a net profit of 90 million to 102 million yuan, a year-on-year increase of 228.03% to 271.77%, as its AI strategy begins to translate into business growth [3] - Tapai Group forecasts a net profit of 407 million to 452 million yuan, a year-on-year increase of 80% to 100%, mainly due to increased profitability in the cement business [3] - Yuexiu Capital expects a net profit of 1.473 billion to 1.575 billion yuan, a year-on-year increase of 45% to 55%, driven by growth in its renewable energy business [3] - Jieshun Technology anticipates a net profit of 35 million to 50 million yuan, a year-on-year increase of 105.68% to 193.82%, as it continues to implement its "AI + parking operation" strategy [4] - Jincheng expects a net profit of 1.07 billion to 1.12 billion yuan, a year-on-year increase of 74.62% to 82.78%, due to increased production and sales of mining resources [4] - Shengquan Group forecasts a net profit of 491 million to 513 million yuan, a year-on-year increase of 48.19% to 54.83%, as production capacity for advanced electronic materials is gradually released [4] - Shengnong Development expects a net profit of 850 million to 950 million yuan, a year-on-year increase of 732.89% to 830.88%, driven by rapid growth in retail channels [4] - Deep Deep Housing A anticipates a net profit of 85 million to 120 million yuan, a year-on-year increase of 1411.70% to 2034.17%, due to increased revenue recognition from real estate projects [4]

Group 1 - Jinshi Technology has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - Xinya Electronics reported that revenue from its "lotus core structure" technology accounts for less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang stated that its main business has not undergone significant changes and its production and operational status remains normal [5] Group 2 - Zhuoyue New Energy plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [6] - Zhengfan Technology intends to acquire 62.23% of Han Jing Semiconductor, which will become a subsidiary, enhancing its capabilities in the semiconductor sector [7] Group 3 - Jingji Zhino reported sales of 176,400 pigs in June, generating revenue of 310 million yuan [9] - Kemin Foods' subsidiary saw a 111.22% year-on-year increase in sales revenue from pig sales in June [10] - Lihua Co. reported a 21.3% year-on-year decline in chicken sales revenue in June [11] Group 4 - Xiaoming Co. achieved a 182.52% year-on-year increase in chicken product sales revenue in June [12] - Tiankang Bio reported a 19.53% year-on-year decline in pig sales revenue in June [13] Group 5 - Juhua Co. expects a net profit increase of 136% to 155% for the first half of 2025, driven by rising prices of core products [14] - Jieshun Technology anticipates a net profit increase of 105.68% to 193.82% for the first half of 2025, supported by growth in innovative business [15] - Dajin Heavy Industry forecasts a net profit increase of 193.32% to 227.83% for the first half of 2025, attributed to significant growth in overseas business [16] Group 6 - Huace Navigation expects a net profit increase of 27.37% to 33.34% for the first half of 2025, driven by rapid growth in overseas markets [17] - Yatai Co. anticipates a net profit increase of 81.97% to 101.13% for the first half of 2025, due to market expansion and operational efficiency [18] - Shangwei Co. expects a net loss of 27 million to 35 million yuan for the first half of 2025, impacted by economic conditions and competition [19] Group 7 - Hongyuan Green Energy's subsidiary signed a cooperation agreement to stabilize operations during a pre-restructuring phase [21] - Pulit signed a procurement contract for a 30MWh sodium-ion battery energy storage system, marking a significant milestone in sodium battery applications [22] Group 8 - Hisense Home Appliances' controlling shareholder plans to increase its stake by acquiring up to 13.86 million shares [24] - Yanpai Co.'s controlling shareholder intends to increase its stake by investing between 17 million to 34 million yuan [25] - Yuanzhu Co. plans to reduce its stake by up to 1% due to funding needs [26] - Xintonglian's shareholder plans to reduce its stake by up to 3% for operational needs [27]

Core Insights - The article highlights the rapid development of new energy storage technologies in China, particularly focusing on the Southern Power Grid's Baotang and Baochi energy storage stations as key examples of innovation and application in the sector [1][2][4]. Group 1: Industry Development - The Baotang energy storage station in Foshan has become a model for peak shaving and valley filling, capable of releasing 430 million kilowatt-hours of electricity annually, equivalent to the annual consumption of 200,000 residential users [1]. - The Baochi energy storage station in Yunnan has achieved several world firsts, including the global first modular sodium-ion battery storage system and the largest single high-voltage direct-connected modular storage system [4]. - The Chinese government has prioritized the development of new energy storage technologies, with plans to include it as a rapidly growing emerging industry by 2025 [1][3]. Group 2: Technological Innovation - The Baotang station utilizes nine technological routes, including high-voltage cascade technology, which has been crucial for power supply reliability [2]. - The Southern Power Grid has initiated a new energy storage innovation consortium focusing on 57 key tasks to address industry challenges and promote the integration of innovation and industrial chains [3]. - The Baochi station's sodium-ion battery system is designed to meet various energy storage needs, with an annual adjustment capacity of 580 million kilowatt-hours, supporting nearly 270,000 households [4][5]. Group 3: Market Trends - The energy storage sector in China is evolving with the emergence of various battery technologies, including lithium-ion, sodium-ion, and flow batteries, alongside innovative business models [5]. - The Baotang and Baochi stations exemplify the shift towards integrating new energy storage solutions into the national power grid, enhancing stability and reliability [4][5].

Core Viewpoint - The article highlights the rapid development and implementation of new energy storage technologies in China, particularly in the Guangdong-Hong Kong-Macao Greater Bay Area, emphasizing the importance of these technologies in supporting the new energy system and power supply stability [2][11]. Group 1: New Energy Storage Development - The launch of the Baocun Energy Storage Station in Yunnan marks a significant milestone in the application of various new energy storage technologies [1]. - The Chinese government has prioritized the development of new energy storage, with plans to integrate it into the national energy strategy by 2025 [2]. - The Greater Bay Area is positioned as a leader in the new energy storage sector, focusing on innovative integration of technology and industry [2]. Group 2: Technological Advancements - The Baotang Energy Storage Station in Foshan utilizes peak shaving and valley filling techniques, capable of releasing 430 million kilowatt-hours of energy annually, equivalent to the annual electricity consumption of 200,000 households [3]. - Baotang Energy Storage Station employs nine technological routes, including high-voltage cascade technology, which has been crucial for power supply reliability [5]. - The Baocun Energy Storage Station has achieved several world-firsts, including the global first grid-connected sodium-ion battery storage system [7][9]. Group 3: Industry Collaboration and Standards - The establishment of a new energy storage innovation consortium aims to address industry challenges and promote the integration of innovation and production [6]. - The consortium focuses on 57 key tasks, including research on sodium-ion and liquid metal battery systems, and has developed over 40 national and international standards [7][6]. Group 4: Market Impact and Future Prospects - The new energy storage sector in China is experiencing a multi-dimensional development pattern, with advancements in lithium-ion, sodium-ion, and flow battery technologies [11]. - The Meizhou Baohu Energy Storage Station, operational since March 2023, has generated nearly 92 million kilowatt-hours of electricity, supporting the energy needs of 42,000 households [10].

各位储能行业的同仁、专家、投资者及创新者们，备受瞩目的2026杭州第十六届储能展览会（CIES）即将于3月23日至26日在杭州国际博览中心盛大启幕！ 作为储能行业的年度盛会，本次展会将汇聚全球智慧，展示前沿技术，推动产业升级，为构建绿色、高效、智能的现代能源体系贡献力量。 展会概况 自2011年设立以来，中国国际储能大会暨展览会（CIES）已成为我国务实高效的国际化、多元化储能交流与合作平台。本届展会由中国化学与物理电源行 业协会主办，中国化学与物理电源行业协会储能应用分会、中国储能网、数字储能网承办，得到了中国化学与物理电源行业协会储能应用分会专家委员会的 学术支持。展会将汇聚全球储能行业的领军企业、科研机构及行业专家，展示储能领域的最新技术、产品和解决方案，推动储能产业的高质量发展。 ciEs 15 CIES 2025 第十五届中国国际储能大会暨展览会 15 【1721】 杨晨【182】 标准J 公司名称 Company Name 展台最大高度:2.5米 框架结构 3000*3000*2500MH mm 地毯(灰色) 铝料墙板(白色)，1000W*2500H mm 展会亮点 前沿技术云集，首发新品闪耀 宁 ...