2026年1月29至30日，江西恒大高新技术股份有限公司董事长朱星河、副总经理兼董事会秘书唐明荣等一行，专程前往湖北宜昌高新区，视 察公司参与投资的湖北匠芯新材料有限公司，深入了解厂区建设及生产筹备情况。 作为恒大高新布局新能源新材料领域的重要载体， 湖北匠芯专注于CVD硅碳负极材料的研发、生产与销售，是宜昌市首家即将实现CVD硅碳 量产的企业。 视察期间，朱星河董事长一行深入湖北匠芯生产车间，实地察看CVD硅碳生产线的建设情况。 湖北匠芯公司总经理 黄雨生表示，目前湖北匠芯已顺利完成一期厂区建设及一期第一条年产千吨级CVD硅碳生产设备的安装工作，并进入系统 联调联试阶段， 预计三、四月份可批量投产。 值得关注的是，企业中试线试产的CVD硅碳样品，已成功通过国内多家头部锂电池生产企业的 送样测试，产品在能量密度、循环寿命等核心性能指标上均获得高度认可。 据了解， CVD硅碳广泛应用于高端新能源汽车动力电池、3C数码、无人机、机器人等领域，也是固态电池的核心材料之一 ，市场前景广阔。 视察期间，朱星河董事长一行与宜昌市高新区领导举行座谈交流会，双方就产业发展、CVD硅碳项目推进、钠电池负极材料及多孔碳项目落地 ...

Group 1 - BYD's new energy vehicle sales reached 373,600 units in August, a slight increase from 373,100 units in the same month last year, with cumulative sales of approximately 2.864 million units from January to August, representing a year-on-year growth of 23% [4] - In August, BYD's total installed capacity for power and energy storage batteries was about 23.175 GWh, with a cumulative total of approximately 180.051 GWh from January to August [5] - EVE Energy's solid-state battery production facility in Chengdu officially launched, with an annual production capacity of nearly 500,000 cells planned after full production [6] Group 2 - CATL's joint project in Indonesia has commenced, with a total investment of nearly $6 billion, aiming to produce batteries for 200,000 to 300,000 electric vehicles annually [7] - CATL's Jiangsu project has officially started production, with the LY7 project achieving the fastest construction speed within the company, and the LY8 project set to be completed by March next year [8] - A 2 GWh energy storage contract was signed between China Automotive New Energy, POSCO International, and FAW Import and Export Company, marking the beginning of strategic cooperation in the energy storage sector [9] Group 3 - LG Energy Solution signed a supply agreement with Mercedes-Benz for a total capacity of 107 GWh, covering the period from 2028 to 2037 [10] - SK On secured a 7.2 GWh energy storage contract with Flatiron Energy Development, with plans to convert part of its Georgia factory's production line to energy storage systems [12] - A 30 GWh battery production project in Lanzhou has officially started construction, with an expected annual revenue of 4.1 billion yuan upon completion [13] Group 4 - Huizhou Youneng expects to ship approximately 1 million tons of phosphate materials this year, with a 55.38% year-on-year increase in shipments in the first half of 2025 [18] - Guizhou Anda Technology is investing 1 billion yuan to build a 60,000-ton/year lithium iron phosphate project, with environmental facilities and testing centers included [19] - Deyang Nano has developed a fifth-generation high-performance lithium iron phosphate material, now entering trial production [20] Group 5 - Bettery's CVD silicon-carbon anode materials are expected to enter mass production by 2025, with significant growth in sales of anode materials in the first half of 2025 [22] - Jiangyin Fuli Ying plans to establish a 1,000-ton silicon-carbon anode material project, with a total investment of 10 million yuan [23] - A major project led by Yifei Laser for precision laser welding technology for large cylindrical batteries has been initiated, aiming to enhance production processes [25] Group 6 - Xinyu Ren reported a net loss of 72.4 million yuan in the first half of 2025, with a 45.57% decline in revenue [26] - Xianhui Technology received a new order for a battery production line from a global leader in the battery industry, marking a significant expansion in Hungary [27] - Xiaomi initiated economic compensation against its supplier Amperis due to safety issues with certain power bank models [36][37] Group 7 - Chery Group achieved record exports in August, selling 130,000 vehicles, contributing to a 14.5% year-on-year increase in total sales from January to August [38] - CATL has exited its investment in Finnish Valmet Automotive, selling its 20.6% stake due to lower-than-expected electric vehicle market demand [39] - General Motors announced temporary layoffs affecting approximately 360 employees at its electric vehicle factory in Detroit [40] Group 8 - NIO reported a record high of 31,305 vehicle deliveries in August, a 55.2% year-on-year increase, surpassing Li Auto for the first time since November 2022 [41]