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欣旺达落子枣庄;卫蓝启动IPO;德加价格上调15%;宁德时代获大单;孚能部分产品涨价;奇瑞20GWh项目启动;两大百亿级订单落地
起点锂电· 2025-12-14 09:32
Event Overview - The 2025 (10th) Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, focusing on new cycles, technologies, and ecosystems [2] Company Developments - CATL signed a framework supply agreement with Vena Energy to provide 4GWh of EnerX battery energy storage systems, utilizing 530Ah cells with a capacity of 5.6MWh per 20-foot container [5] - XINWANDA established a new subsidiary in Zaozhuang with a registered capital of 300 million RMB, focusing on energy technology R&D, battery manufacturing, and electric vehicle charging infrastructure [6] - DEYI Energy launched a 20GWh power battery project in Dagang Economic Development Zone, with a fixed asset investment of approximately 4 billion RMB [7] - FULIN Technology announced price increases for some products due to rising raw material costs and expanding market demand [8] - DEGA Energy will raise battery prices by 15% starting December 16, 2025, in response to increased production costs [9] - Beijing Weilan New Energy submitted an IPO application to the Beijing Securities Regulatory Bureau [10] - Samsung SDI secured a contract to supply lithium iron phosphate batteries worth over 2 trillion KRW (approximately 9.6 billion RMB) for an energy facility in the U.S. [12] - LG Energy signed a battery supply agreement with Mercedes-Benz valued at 2.06 trillion KRW (approximately 988.6 million RMB) [14] - Tianqi Materials announced a second delay for its lithium-ion battery materials project, extending the completion date to July 31, 2026 [16] - ENJIE signed a memorandum of understanding with Arkema to jointly develop next-generation battery separators [17] - FOSU Technology's acquisition of JINLI Co., Ltd. was approved, with a total transaction value of 5.08 billion RMB [18] - XINZHOUBANG plans to list on the Hong Kong Stock Exchange to enhance its global competitiveness [19] - GUOCHENG Technology intends to acquire FUYUE Technology for 241 million RMB [21] Industry Trends - In November, China's automotive production exceeded 3.5 million units for the first time, with a year-on-year growth of over 10% [31] - NEV exports reached 2.315 million units, doubling year-on-year [31] - The second-generation solid-state electrolyte from XINYUREN has entered battery-level testing [24] - New battery recycling projects are being initiated in Shandong and Anhui, indicating a growing focus on battery recycling and resource recovery [28][29]
4GWh!宁德时代再获储能大单!
起点锂电· 2025-12-10 10:19
Core Viewpoint - The article highlights the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, emphasizing the theme of "New Cycle, New Ecology, New Technology" [2]. Event Details - The event is scheduled for December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, China [2]. - It is organized by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR [2]. - Various sponsors and speakers include notable companies such as Huizhou Tonghu Eco-Wisdom Zone Management Committee, YiFei Laser, and CATL [2]. Industry Developments - CATL has signed a framework supply agreement with Singapore's renewable energy developer Vena Energy to provide a 4GWh EnerX Battery Energy Storage System (BESS) solution [2][3]. - The BESS solution utilizes 530Ah cells, with each 20-foot container having a capacity of 5.6MWh [3]. - The project aims to address Singapore's land scarcity for large-scale renewable energy projects, in line with the "Green Economic Corridor" agreement between Indonesia and Singapore, which plans to deploy over 2GWp of solar photovoltaic projects in Indonesia [3]. Historical Context - Previous articles have reported significant developments in the lithium battery sector, including price surges in lithium iron phosphate raw materials and increased production capacity by CATL in Europe [3].
4GWh!宁德时代再获储能大单!
鑫椤锂电· 2025-12-10 08:06
Core Viewpoint - CATL has signed a framework supply agreement with Vena Energy to provide 4GWh of EnerX battery energy storage systems (BESS) to its local subsidiary in Indonesia, addressing Singapore's land constraints for large-scale renewable energy projects [1][2]. Group 1: Project Details - The BESS solution utilizes 530Ah cells, with each 20-foot container having a capacity of 5.6MWh [1]. - The project is part of a "green economic corridor" agreement between Indonesia and Singapore, aiming to deploy over 2GWp of solar photovoltaic projects in the Riau Islands, with an expected annual export of approximately 2.6 terawatt-hours of dispatchable clean energy to Singapore [1]. Group 2: Previous Collaborations - This is not the first collaboration between CATL and Vena Energy; in July 2025, CATL signed an agreement with Vanda RE for a total procurement of 2.2GWh of battery storage systems for a solar and storage project in the Riau Islands [2]. - The Vanda RE project plans to simultaneously construct a 2GW solar power station and a 4.4GWh storage system, which will become one of the largest integrated solar and storage projects in Southeast Asia upon completion [2].