2025，宁德时代十分强势，尤其在储能市场陆续斩获长单，单个合作超百GWh。 从时间线来看，12月25日， 宁德时代与思源电气签署 为期三年 储能合作备忘录， 双方将围绕储能系统、输配电等配套设备，实现产业链上 下游的双向协同。 其中 目标合作电量50GWh。 思源电气专注于电力领域的技术研发、设备制造及工程服务，目前正积极推动能源行业的数字化转型。 在储能领域，其业务主要涉及储能变 流器（PCS）和储能系统集成，产品已应用于电网侧、工商储、户储等多个领域。 2022年 思源电气与 宁德时代正式建立合作，目前正在冲击港股上市，此前宁德时代于5月20日正式在 香港联合交易所主板挂牌。 12月10日， 宁德时代与 新加坡可再生能源开发商Vena Energy签署框架供应协议，向其印尼子公司提供4GWh的EnerX电池储能系统解决 方案。 11月21日， 宁德时代 与丸红株式会社的全资子公司 丸红电力零售株式会社、Sun Village签订谅解备忘录，将在日本共同开发、运营 2.4GWh电网侧储能电站项目。 宁德时代将提供储能电池产品并持有部分电站所有权。 同在11月， 宁德时代与美国 AI.net签署了供应1GW ...

Group 1 - Xiaopeng Motors has launched its third overseas localized production project in Malaysia, following projects in Indonesia and Austria, with plans for mass production by 2026 to serve the ASEAN right-hand drive market [5] - Alibaba Cloud has signed a full-stack AI cooperation agreement with Aishi Technology to enhance AI video generation capabilities, leveraging Alibaba's cloud infrastructure and AI services [5] - SF Middle East has signed a cooperation agreement with Oman Asyad Group to enhance cross-border transportation and logistics collaboration [6] Group 2 - Li Auto has officially entered the markets of Egypt, Kazakhstan, and Azerbaijan, launching its L-series models to meet local luxury market demands [6] - The Singapore Land Transport Authority has awarded contracts for 660 electric buses, with Chinese companies like BYD and Yutong winning bids [8] - Temu is accelerating its expansion into the Swiss market, attracting dozens of local merchants to join its platform [7] Group 3 - The sales of Chinese television brands on AliExpress have surged by 300% over the past year, with Xiaomi leading in sales during overseas shopping events [9] - Dunhuang.com announced new regulations for shipping to Saudi Arabia, requiring compliance with new address labeling rules starting January 1, 2026 [9] - CATL has secured a 6.2 GWh energy storage order in Southeast Asia, with plans to supply a large-scale solar power project in Indonesia [10] Group 4 - Mixue Ice Cream has opened a store in Los Angeles and is expanding its overseas presence, with plans to increase its global store count to 53,014 by June 2025 [10] - The autonomous driving company Baixiniu has completed a new round of financing to accelerate its market expansion and technology development [11] - Galaxy General Robotics has raised over 3 billion yuan in a new financing round, enhancing its global market presence [11] Group 5 - Oculab has completed a $30 million Series B financing to advance its dual-specificity antibody eye drug into clinical trials in the US and China [12] - Chinese autonomous driving companies are increasingly focusing on emerging markets, particularly in the Middle East and Southeast Asia [13] - China's energy storage companies have seen a significant increase in overseas orders, with a 246% year-on-year growth in the first half of 2025 [14] Group 6 - Trade with Belt and Road Initiative countries has exceeded 21 trillion yuan, accounting for over half of China's total foreign trade, with a notable export growth rate of 11.3% [14] - Argentina has eliminated small import tariffs, leading to a 237% increase in online packages from Chinese e-commerce platforms [14]

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]

需求端同样释放积极信号。中信建投研报预测，2026年全球锂电池总需求有望突破2700GWh，同比增长超30%，其中储能电池需求将超过900GWh，多个环 节或现供应紧张。 华泰证券则指出，2025至2027年全球锂资源供给量(以LCE计)预计分别为163.4万吨、216.2万吨和253.2万吨，同比增速分别达22.3%、32.3%和17.1%。尽管 供给逐步释放，但资源端仍具结构性稀缺特征。 锂电龙头公司动作频频 此外，宁德时代与新加坡可再生能源开发商Vena Energy签署框架供应协议，将向其印尼子公司提供4GWh的EnerX电池储能系统。该系统采用530Ah电芯， 单个20英尺集装箱容量高达5.6MWh，彰显其在全球储能市场的技术输出与交付能力。 智通财经12月10日讯（编辑 胡家荣）今日港股锂电板块表现活跃。截至发稿，赣锋锂业(01772.HK)涨4.27%、天齐锂业(09696.HK)涨3.19%、宁德时代 (03750.HK)涨2.02%。 | 注：锂电池股的表现 | | --- | 消息方面，据相关报道，美国国防部正通过国家国防储备计划大规模囤积关键矿产，涵盖锂、钴、石墨及稀土等38种能源转型核 ...

Core Viewpoint - CATL has secured significant battery storage orders, highlighting its leadership in the energy storage market and its strategic focus on emerging markets and technology standards [1][4]. Group 1: Major Orders and Collaborations - Quinbrook Infrastructure Partners announced a collaboration with CATL to deploy a 3GW/24GWh energy storage system in Australia, marking a substantial order for CATL [1]. - CATL has already secured 43GWh of overseas energy storage orders as of early 2025, showcasing its dominance in the sector [1]. - At the Abu Dhabi Sustainable Development Week, Masdar selected CATL as the preferred supplier for a 19GWh battery energy storage system, utilizing advanced TENER technology [2]. - In April 2024, CATL signed a long-term procurement agreement for 350MWh of liquid-cooled storage batteries for the Japanese market [2]. - A contract was signed with Grenergy in October 2024 for a 1.25GWh EnerX battery storage system for a project in Chile [2]. Group 2: Strategic Focus Areas - CATL is focusing on two main directions in its energy storage efforts: capturing emerging markets, particularly in the Middle East and Australia, and defining technology standards [4]. - The introduction of the world's first true 8-hour lithium-ion battery storage system is a significant step towards upgrading the industry from "short-term regulation" to "long-term regulation" [4].

3月6日，专注能源转型基础设施投资的Quinbrook Infrastructure Partners宣布：与全球电池储 能系统(BESS)领军企业宁德时代达成技术合作，将在澳大利亚率先部署规模为3GW/24GWh的 全球首个商业化8小时长时储能系统EnerQB。 如专为日间太阳能存储和夜间连续两班次工业用电设计，每天仅需1次满充满放，降低循环损 耗；虽未采用宁德时代最新发布的"天恒储能系统"的零衰减技术，但通过仿生SEI膜和电化学 设计优化，显著提升系统寿命与效率；结合Quinbrook的Quintrace平台，实时计算电网碳强 度，优化储能充放电的经济性与环保性。 这一设计使EnerQB在澳大利亚等高太阳能辐射地区（年均辐射量全球最高）具备极强的成本 竞争力，可延缓电网升级投资，并减少基荷电厂的设备磨损。结合当地重工业需求，提供稳定 电力以替代化石能源基荷；并通过"风光储"多能互补，推动零碳制造转型。 2024年宁德时代也在不断爆单。4月淘科新能源与宁德时代现场签署了面向日本市场总容量为 350MWh的液冷储能电池长期采购协议。 10月，西班牙可再生能源开发商Grenergy与宁德时代成功签署了一份大规模 ...

Group 1 - Quinbrook Infrastructure Partners announced a collaboration with CATL to develop an 8-hour battery storage project in Australia, with a deployment capacity of 3GW/24GWh [1] - The EnerQB system is claimed to be the world's first true 8-hour lithium-ion battery storage system, co-designed by Quinbrook and CATL over two years [1] - CATL has secured over 43GWh of overseas energy storage orders, including a significant contract for over 10GWh in 2023 [1] Group 2 - In January 2025, CATL was selected as the preferred supplier for a large-scale "all-weather" photovoltaic storage project in Abu Dhabi, providing a 19GWh storage system using advanced TENER technology [1] - In April 2024, CATL signed a long-term procurement agreement for 350MWh of liquid-cooled storage batteries for the Japanese market with Taoke New Energy [2] - In October 2024, CATL entered into a large supply contract with Spanish renewable energy developer Grenergy to provide 1.25GWh of EnerX battery storage systems for a project in Chile [2]