Large-scale procurement of high-capacity energy storage cells above 314Ah is accelerating. Yesterday, Xingchen New Energy launched the first batch of 10GWh energy storage cell framework procurement for 2027, with 314Ah and 587Ah energy storage cells each accounting for half. According to incomplete statistics from Hangjiashuo Energy Storage, including this framework procurement, the total scale of related procurement/bidding for high-capacity energy storage cells above 314Ah this year has reache
October 14, 2026
Author: Chao Yi, Editor: Du Peng "De-Ningdeshidai-ization" is currently the most controversial topic in the industry. The incident was triggered by multiple new energy vehicle (NEV) giants reducing the supply proportion of Ningdeshidai. Among them, Lixiang Auto has attracted the most attention. The all-new generation Lixiang L8, launched in June 2026, exclusively adopts Xinwangda battery cells. Shortly after, in early September, Lixiang Auto announced a capital increase of CNY 2.65 billion in Xi
October 13, 2026
Introduction: Power architecture patents are becoming a new moat for AI hardware. As the competition for AI servers extends from GPUs to switches, optical modules, liquid cooling, and power supplies, some technologies that rarely appeared in the spotlight of the capital market are becoming increasingly expensive. A recent example is "vertical power delivery." On October 11, Foxconn Industrial Internet announced that the United States International Trade Commission (USITC) officially initiated a
October 13, 2026
"Orders are booked until 2031." This is no joke, but a true reflection of the energy storage industry in 2026. According to incomplete statistics from Hangjia Shuo Energy Storage, from January to September 2026, domestic energy storage-related companies announced 324 energy storage orders, a year-on-year increase of 44%; among them, 257 orders disclosed specific capacities, totaling 1,137.02 GWh, a year-on-year increase of 180.11% (click here). The order structure is also changing—fragmented ord
October 13, 2026
A New Arena. From selling batteries to manufacturing them, JD.com is expanding its footprint in the new energy sector. This time, JD.com has set its sights on shared battery swapping. This could be the new energy sector closest to JD.com's e-commerce and instant delivery businesses. By first serving its own delivery network, the cold start problem is naturally solved. It is reported that JD.com's instant delivery network has millions of riders (full-time riders have exceeded 100,000, with a larg
October 13, 2026
Over 20GWh Capacity: The Triple Logic Behind the Capacity Expansion of CATL and SERES' "Factory-in-Factory" Model On October 10, CATL and SERES Group signed a long-term strategic cooperation agreement in Chongqing, deepening collaboration in three major areas: "factory-in-factory" capacity expansion, ultra-fast charging and energy replenishment ecosystem, and global layout. The most significant quantifiable indicator is the acceleration of the second phase construction of the "factory-in-factory
October 13, 2026
CATL has secured another major win in the European sodium-ion battery energy storage market. On October 10, Hangjia Shuo Energy Storage learned that Hubertus Jakobi, CEO of German system integrator Intilion, announced on his LinkedIn account yesterday that the company has reached an agreement with CATL (300750): over the next five years, Intilion will deploy Battery Energy Storage System (BESS) projects utilizing CATL's sodium-ion battery solutions in the DACH region (Germany, Austria, and Switz
October 13, 2026
Abstract Both backed by investments from CATL, the two companies are jointly developing AI simulation for dry electrodes In September 2026, Shenzhen Tsingyane Electronic Technology Co., Ltd. and Shenzhen Eacomp Technology Co., Ltd. signed a strategic cooperation agreement at the Tsinghua University Shenzhen Research Institute. The two parties will collaborate on AI simulation and the intelligent manufacturing of dry electrodes. The collaboration advances through a bidirectional closed-loop appro
October 13, 2026
From the battery industry chain to the power value chain, where is the new industrial position? On September 24, CATL was added to the shareholder list of Units 3 and 4 of the CGN Lufeng Nuclear Power project. According to the announcement by CGN Power, CATL holds a 5% stake through its subsidiary Zhaoqing Company, tying with Mingyang Smart Energy as the single largest private shareholder. The initial subscribed capital contribution is CNY 5 million, and the binding cumulative investment amount
October 12, 2026
If you open any press release for an auto show in 2026, the term "solid-state battery" will most likely appear in the most prominent position. However, if you actually walk into a 4S dealership and ask the salesperson, "Which car uses a fully solid-state battery?" they will most likely pause for a moment and then direct you to a model labeled as "semi-solid-state" or "condensed-state." This is the current reality of solid-state batteries: the concept is no longer new, and vehicle integration is
October 12, 2026
206GWh, signing up to 2031—according to a research report by Soochow Securities, this set of figures has refreshed the scale record for a single supply framework agreement in the energy storage industry, and also marked a new benchmark for Chinese energy storage companies going global. As orders shift from "case-by-case negotiation" to five-year locked volumes, the competitiveness of Chinese energy storage companies is shifting from current quotations to capacity certainty; echoing this, among t
October 12, 2026
By Ma Shiqing, Edited by Ma Guangyu Since September, the global energy storage industry has been hit by three consecutive fires. The Moss Landing Energy Storage Facility in Monterey County, California, once the world's largest lithium battery energy storage power station, caught fire again, burning approximately 1,300 battery modules. This marks at least the fifth fire at the facility within five years since it was commissioned. A few days later, an energy storage system at the Korea Electric Po
October 12, 2026
Before 2026 has even concluded, domestic energy storage orders have already surpassed the total for the entire previous year. According to incomplete statistics from Expert Say Energy Storage, from January to September 2026 (as of September 30), domestic energy storage-related companies have publicly announced a cumulative total of 324 energy storage orders (excluding winning bids), representing a 44% year-on-year increase in order volume. Among these, 257 orders disclosed specific capacities, t
October 12, 2026
Production Defines Demand: Competition or Integration? In late September, the energy replenishment competition in China's NEV (New Energy Vehicle) industry suddenly accelerated. On September 23, BYD announced plans to expand its charging network to 90,000 stations over the next two years. On the same day, Geely launched a new generation of smart charging technology with a single-gun peak power of 2,250 kW, planning to build over 22,000 charging stations by the end of 2027. Five days later, Geely
October 11, 2026
Summary A Key Step in Securing a Position in the Industrial Chain On the evening of October 8, Lopal Tech announced that its secondary holding subsidiary, Nanjing Liyuan, has reached a five-year strategic cooperation framework with Zhejiang ENERGEE Energy Technology. From 2026 to 2030, Nanjing Liyuan and its affiliated production entities will supply 378,600 to567,800 tons of lithium iron phosphate (LFP) cathode materials to ENERGEE. The execution of orders is based on comprehensive compliance w
October 10, 2026
Author: Chao Yi, Editor: Du Peng Recently, the General Office of the State Council issued the "Notice on Strengthening the Governance of Difficulties in Payments to Small and Medium Enterprises", marking a continuous deepening of a series of related deployments. Previously, through the revision and introduction of the "Anti-Unfair Competition Law" and the "Regulations on Guaranteeing the Payment of Funds to Small and Medium Enterprises", various specific requirements for account payments were cl
October 10, 2026
Scheduled for supply in 2028, Mercedes-Benz adds a new 46-series specification, and LG Energy Solution's Poland plant secures EU funding. Mercedes-Benz's next-generation electric vehicles are set to adopt a previously undisclosed large-format cylindrical battery specification. On October 1, according to the South Korean media outlet THE ELEC, LG Energy Solution plans to supply 46100 large-format cylindrical batteries to Mercedes-Benz, with production line construction expected to begin in 2027 a
October 9, 2026
Recently, the CNY 712 million general contracting contract for an energy storage power station by Chenfeng Keji (603685) fell through 48 days after signing. Financing institutions demanded additional risk guarantees, and Chenfeng calculated a risk exposure of CNY 827.5 million, which is even higher than the total contract value. A power station needs to operate for 20 years. Who can guarantee the certainty of returns for these 20 years? The owners do not want to bear it, and banks are even more
October 9, 2026
The lithium iron phosphate (LFP) track in 2026 has welcomed new entrants. According to incomplete statistics, from January to September 2026, leaders in the phosphate chemical industry launched approximately six cross-sector investment projects in the LFP field, with a total investment of about CNY 15 billion. The protagonists of the previous capacity expansion wave were cathode material enterprises such as Hunan Yuneng and Fulin Precision; this time, the traditional chemical giants holding phos
October 9, 2026
Summary Approvals for new projects are becoming stricter, and technological upgrades are accelerating. Which battery capacities can continue to expand in the next five years? In the first half of this year, China's total lithium battery production exceeded 1,240 GWh, a year-on-year increase of 44%. On the flip side of the rapid demand growth is the ongoing capacity expansion. According to statistics on public projects, in the first seven months of 2026, the number of signed capacity expansion pr
October 9, 2026