Core Viewpoint - The meeting between Chinese Premier Li Qiang and European Commission President Ursula von der Leyen emphasized the importance of strengthening China-Europe trade and investment cooperation, highlighting mutual benefits and the need for a collaborative approach in the face of global economic challenges [4][5]. Group 1: Trade and Investment Cooperation - Both Chinese and European business representatives expressed confidence in enhancing trade and investment cooperation, suggesting various opinions and recommendations for collaboration [2]. - Li Qiang noted that the historical context of 50 years of China-Europe relations shows that cooperation is the only correct choice, with bilateral trade and investment maintaining rapid growth [4]. - The strategic significance of China-Europe cooperation has increased due to disruptions in the international economic order, with a focus on expanding trade and investment to enhance economic resilience [4]. Group 2: Business Environment and Opportunities - Li Qiang encouraged Chinese and European enterprises to adopt an open attitude and deepen cooperation in industrial investment, joint research and development, and market expansion [5]. - The European side expressed a commitment to maintaining a fair and non-discriminatory business environment for Chinese companies operating in Europe, emphasizing the importance of mutual investment [5]. Group 3: Green Cooperation - A joint statement on climate change highlighted the importance of the China-Europe green partnership, focusing on accelerating global renewable energy deployment and promoting the flow of quality green technologies and products [6]. - The green transition is identified as a key area for cooperation, with both sides having a solid foundation and broad space for collaboration in this field [6]. Group 4: Industry Developments - CATL plans to introduce its energy storage systems to the EU and UK markets through a strategic partnership with Rolls-Royce, with a significant product launch scheduled for 2025 [7]. - Trina Solar has established a strong presence in the European market, with significant sales of energy storage systems, indicating a growing footprint in the region [7].

文 | 昆明日报 相关阅读 储能出海热潮：一季度近100GWh储能大单，同比激增756%！5月单周破10GWh 拓宽盈利渠道，拉大储能充放电价差！山东力争年底新型储能规模突破10GW 全球首款可量产！宁德时代9MWh超大容量储能系统解决方案发布 5月19日，昌意钠电（云南）储能科技有限公司年产 3GWh钠离子储能电芯 及 1GWh钠离子电池PACK项目 开工仪式在云南思茅产业园区宁洱 片区举行。该项目是云南省2025年二季度开工重大产业项目，也是普洱市二季度开工的代表性项目。 项目预计年内投产，将有效贯通"钠离子 电池 电极材料——电芯——储能PACK制造 "链路，实现钠离子产业全链条建链，钠离子电池产业集群效应将进一步显现。 据了解，昌意钠电（云南）储能科技有限公司年产3GWh钠离子储能电芯及1GWh钠离子电池PACK项目占地面积约40亩，总建筑面积15548.2 平方米，主要建设1 #厂房 、测试区、配电房公辅设施，购置钠离子电池匀浆机、全自动装配线、Pack流水线、电性能测试柜等设备产。 当前，普洱市正在大力发展新能源新材料产业，并致力于把云南思茅产业园区宁洱片区建设成为全国钠离子电池全产业链重点园区。 ...

Industry Overview - In April, wholesale sales of electric passenger vehicles reached 1.14 million units, representing a year-on-year increase of 42% and a month-on-month increase of 1% [1][3] - In Europe, the combined sales of nine countries in April totaled 214,000 units, showing a year-on-year decrease of 25% and a month-on-month decrease of 30% [1][3] - Domestic electric vehicle sales from April 28 to May 4 were 203,000 units, reflecting a month-on-month decrease of 14% and a penetration rate of 48% [1][3] - CATL launched the world's first 9MWh ultra-large capacity energy storage system solution [1][3] - The demand for large-scale energy storage systems is expected to surge in emerging markets like Europe and the Middle East, with a projected CAGR of 20-40% for global energy storage installations from 2025 to 2028 [6][8] Company Developments - CATL is seeking approximately $1 billion in loans to support its business expansion in Indonesia [1][3] - Zeekr is set to delist from the US stock market and merge with Geely Automobile [1][3] - EVE Energy has launched eight new commercial vehicle products to meet diverse market demands [1][3] - Three Flowers Intelligent Control has received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue no more than 477 million shares [5] - BYD's employee stock ownership plan has accumulated purchases of 3.012 million shares at an average price of approximately 357.59 yuan per share [5] Market Trends - The electric vehicle market is experiencing intense price competition, with new models being released frequently [6][7] - The lithium battery sector is currently viewed as undervalued, with key companies like CATL and BYD expected to perform well [7][8] - The wind power sector is projected to see significant growth, particularly in offshore wind, with expectations of 10GW+ installations in 2025 [6][8] - The solar energy industry is undergoing self-regulation, which is anticipated to alleviate internal competition and improve profitability [6][8]