每经记者｜孙磊 每经编辑｜程鹏 余婷婷 "最近一两周跟我们所有的电池厂商老板都喝过酒了！"11月6日晚，小鹏汽车董事长何小鹏在接受《每日经济新闻》记者采访时，对当下动力电池的产能 现状颇为感慨。 据记者了解，今年四季度我国动力电池厂商的产能供给趋紧，产能利用率达到高位，车企们纷纷出招"抢"电池，无论是三元锂还是磷酸铁锂电池。 车fans创始人孙少军表示："最近，供应链配货是大问题，尤其是宁德时代这样的核心供应商。各品牌要货时间特别紧张，现在都是拼人脉的时候了。"此 外，还有媒体报道称，数家中国车企的采购人士集中到宁德时代总部销售办公室"堵门"，以期锁定电池产能。对此，记者向宁德时代方面求证，截至发稿 未获置评。 图片来源：每经记者 梁枭 摄 资料图 政策调整刺激订单增长 消费者扎堆年底提车 有分析认为，新能源汽车销量持续走高，市场对后市预期乐观，同时叠加四季度是传统销售旺季，以及购置税减免政策即将退坡等多方因素的关联与共 振，合力引爆了车企的"囤电"大战。 中汽协数据显示，今年1至10月，我国新能源汽车产销量分别完成1301.5万辆和1294.3万辆，同比增长逾三成；10月新能源汽车月度新车销量更是首次超过 ...

Group 1 - CATL's Luoyang base project phase one has been fully operational, achieving a cumulative output value exceeding 5 billion yuan, with an annual capacity of 30GWh [2] - The Luoyang base has all production lines in operation, with over 95% of production equipment connected to the network, producing one cell every second and one battery pack every 2.5 minutes [2] - CATL is also progressing with the construction of phase two of the Luoyang base, which is set to start in May 2024 [2] Group 2 - CATL has become the first company to pass the new national standard for power batteries, receiving two GB 38031-2025 safety requirement testing reports [3][4] - The new standard will officially be implemented on July 1, 2026 [4] Group 3 - Chuangneng New Energy and Huachuang New Materials have signed a strategic cooperation agreement for a lithium battery copper foil project, with Huachuang supplying 150,000 tons of raw materials over the next five years [5] - Ganfeng Lithium has signed a strategic cooperation agreement with Shenzhen Tianbangda Technology for over 5GWh of battery management systems (BMS) in 2025 [6] Group 4 - Funeng Technology reported a net loss reduction of 1.538 billion yuan in 2024, with total revenue of 11.68 billion yuan and ranking third in national power battery export volume [7] - Ruipu Lanjun has signed a strategic cooperation agreement with Yufeng Future for eVTOL aircraft energy solutions, providing customized high-nickel battery solutions [8] Group 5 - Guoxuan High-Tech has commenced construction of the largest battery manufacturing base in western China, with a project area of approximately 158,000 square meters [9] - Zhuhai Guanyu's quasi-solid-state battery project has passed expert acceptance, achieving key technological breakthroughs [10] Group 6 - XWANDA reported a 21.23% increase in net profit for Q1 2025, with total revenue of 12.289 billion yuan [11] - A 5.8 billion yuan cylindrical battery project has been signed in Sichuan, focusing on lithium-ion battery production lines [12] Group 7 - SK On has been selected as the battery supplier for the US electric vehicle startup Slate, with a contract to supply 20GWh of batteries from 2026 to 2031 [13][14] - Samsung SDI plans to promote its latest ESS battery products at an upcoming battery exhibition in Europe [15] Group 8 - A major negative electrode material base has been initiated in Ningxia, with a total investment of 31 billion yuan, including projects for lithium iron phosphate and artificial graphite [17] - Zhenhua New Materials has postponed the implementation of its positive electrode material production line project [18] Group 9 - A 100,000-ton lithium iron phosphate project has received environmental approval, with plans to be operational by June 2026 [20][21] - LG Energy has announced plans to build a battery recycling plant in partnership with Derichebourg, with a processing capacity of over 20,000 tons [33] Group 10 - BYD reported a revenue of approximately 170.4 billion yuan in Q1 2025, with a net profit increase of 100.38% [37] - The company aims to sell 5.5 million vehicles in 2025, with significant growth expected in overseas markets [37]

报道称，中国电池企业已占据全球储能系统近90%的产能，在美国和欧洲市场份额分别超过80%和 75%。然而，随着美国关税壁垒的升级，韩国电池企业正试图借机在欧美市场重振旗鼓。 储能系统通过管理软件调控成组电池模块，帮助国家电网及家庭、企业和工厂应对风能和太阳能供应的 波动。未来十年，随着人工智能硬件、电动汽车等清洁技术对电力需求的激增，储能系统还将为电网提 供关键备用支持。 国际能源署本月报告预测，AI数据中心全球用电需求将在未来五年翻番，占美国2030年前电力需求增 长的近半数。电池咨询公司Rho Motion研究主管Iola Hughes指出："储能常被视为可再生能源领域最缺 乏吸引力的环节，但它恰恰是未来保障各国电力稳定的核心技术。" 据Rho Motion数据，储能电池市场份额已从2020年的5%攀升至当前的20%。全球储能容量在2023-2024 年间增长52%，预计将从去年的340吉瓦时跃升至2030年的760吉瓦时（相当于760万辆电动汽车电池总 和）。蓬勃发展的储能市场甚至帮助特斯拉弥补了电动汽车销售疲软——其家用Powerwall和电网级 Megapack储能产品需求激增，CEO马斯克称该业务 ...

Group 1 - The competition between Chinese and South Korean companies in the battery sector is expanding from electric vehicles to energy storage systems (ESS) due to the rising demand for renewable energy and data centers [1] - ESS helps stabilize the power grid by providing backup power, especially as the demand for clean technologies and AI-related hardware increases [1] - The share of energy storage batteries in the global battery market has increased from 5% in 2020 to 20%, with predictions of more than doubling by 2030 [1] Group 2 - Chinese energy storage batteries account for nearly 90% of the global ESS installed capacity, with over 80% market share in the US and over 75% in Europe [2] - Following the imposition of tariffs in the US, South Korean battery companies see an opportunity to regain market share, with LG Energy focusing on cost-effective lithium iron phosphate batteries for the US market [2] - The different trajectories of Chinese and South Korean energy storage companies illustrate a "tale of two battery markets" [2] Group 3 - In 2022, China exported lithium-ion batteries worth $15.3 billion to the US, widening the market share gap with competitors like South Korea [3] - Chinese lithium iron phosphate batteries are favored in the US for their competitive pricing and cost-effectiveness, particularly for data centers [3] - Despite high tariffs, Chinese exporters may withstand costs due to existing advantages, while South Korean manufacturers have yet to prove their ability to competitively produce lithium iron phosphate batteries at scale [3]