It takes as little as18 months to go from groundbreaking to GPU deployment for a data center; however, the lead time for delivering a heavy-duty gas turbine has now extended beyond three years. For the first time, the pace of AI expansion is being constrained by power equipment. In 2025, global demand for gas turbines exceeded 100 GW, while supply stood at only 50–60 GW. Mitsubishi Power's production schedule extends to 2031, and GE Vernova's capacity is booked out until after 2029. Quotes for t
November 12, 2026
Summary The negotiation window has opened. Recently, Announcement No. 58 of 2026 by the Ministry of Commerce (MOFCOM) and the General Administration of Customs stated: From November 11, 2026, to January 10, 2027, Announcements No. 55, 56, 57, and 58 of 2025 by the MOFCOM and the General Administration of Customs, as well as MOFCOM Announcements No. 61 and 62 of 2025, will continue to be suspended from implementation. As early as late October last year, China adjusted multiple export controls rel
November 12, 2026
The commercialization pace of the sodium-ion energy storage industry is deeply tied to the upstream capacity deployment cycle. Hangjiashuo Energy Storage has learned that a significant sodium-ion cathode material production entity has recently been established, which warrants close attention. Recently, Ronbay New Energy (688005) finalized the establishment of the main entity for its Xiangyang sodium-ion cathode material project, with a registered capital of CNY 700 million and a total project in
November 11, 2026
This text is the preface to "Value Discovery: Brunp Recycling Technology and the Rise of China's New Energy." Some sections have been omitted. How did a group of college students, armed with nothing but a bicycle, a worn sack, and a simple ideal, harness collective wisdom to turn battery recycling into a business that benefits countless households? How did a grassroots enterprise, starting from street-level "junk collecting," grow into a leader in the green circular economy? How did a battery re
November 11, 2026
Sodium-ion batteries target a hundred-billion-yuan market; AI-driven intelligent manufacturing determines the future of batteries In 2026, EVE Energy is undergoing a new round of business transformation. On one hand, large cylindrical power batteries and large prismatic energy storage batteries have entered the phase of scaled delivery, supporting the company's march toward its goal of CNY 100 billion in revenue; On the other hand, solid-state batteries, sodium-ion batteries, and new power syste
November 10, 2026
On November 9, according to a report by "pv magazine," Sungrow (300274) signed agreements with three Australian distributors at the recent All Energy 2026 exhibition in Melbourne, securing a total of 4GWh in battery energy storage system (BESS) orders. The details are as follows: Among the three distribution agreements, the partnership with Solar Juice represents the largest single order, covering 2.5GWh of BESS and 500MW of PV, with 2GWh allocated for residential storage and 500MWh for commerci
November 10, 2026
By 2027, CALB’s shipment volume is expected to see multiplicative growth, fully realizing its goal of ranking among the top three globally. Growth in the battery industry is moving toward greater depth. Beyond passenger vehicles, heavy-duty trucks, vessels, and data centers are continuously opening up application spaces; after delivery, safety management, energy replenishment services, energy dispatching, and asset operations are extending the value chain of a single battery. New growth opportun
November 9, 2026
From Selling Goods to Setting Standards: JD.com's Ambition as the "Alliance Leader" of Small Power Batteries JD.com has not manufactured a single battery cell, yet in less than a year, it has convinced four power battery enterprises to supply products according to its specifications. Recently, Farasis Energy and JD Auto jointly launched a standardized lithium battery for two- and three-wheeled vehicles. Named "Lithium Battery No. 5," this 74V58Ah product uses automotive-grade A-class cells with
November 9, 2026
Author: Xia Mo, Editor: Chao Yi Globally, an unprecedented wave of AIDC (AI Data Center) infrastructure construction is sweeping across the world. According to projections by market research firm Dell'Oro Group, global data center capital expenditures will approach the milestone of USD 1 trillion in 2026 and reach USD 1.7 trillion by 2030. Goldman Sachs offers a more optimistic forecast, estimating that cumulative capital expenditure on computing power, data centers, and electricity between 2026
November 9, 2026
Abstract Is the appreciation of the Renminbi impacting the profits of residential energy storage (RES) companies? As the disclosure period for Q3 2026 financial reports concluded, the RES sector, which primarily targets overseas markets, delivered a highly polarized performance: revenue saw collective high growth, while profitability generally weakened. Pylon Technologies and Ailuo Energy turned from profit to loss, Hoymiles' losses expanded significantly, Huawei New Energy's non-GAAP net profit
November 5, 2026
As the photovoltaic (PV) industry undergoes deep adjustment, leading module manufacturers are collectively intensifying their focus on energy storage. The energy storage business is gradually shifting from a supplementary side activity to a second growth curve. With the release of third-quarter reports and earnings call information, the latest progress in the energy storage businesses of Trina Solar (688599), LONGi Green Energy (601012), and Jinko Solar (688223) has come to light: some have take
November 5, 2026
Summary Battery capacity may no longer be a case of "bigger is better," nor will it simply shift to "smaller is better." While electric heavy trucks are increasingly equipped with larger batteries, another group of companies has begun researching how to install fewer batteries. In 2026, 600kWh is gradually becoming a key product specification for long-range heavy trucks, with 800kWh and even 1000kWh models appearing one after another. CATL's Tianxing long-range products have already introduced a
November 4, 2026
Summary Supply of high-end LFP tightens as battery manufacturers expand in-house manufacturing capabilities. On October 29, Gotion Runhui, a subsidiary of Gotion High-Tech, commissioned its annual 200,000-ton cathode material project at the Lujiang High-tech Zone in Hefei, Anhui. The project went from groundbreaking to commissioning in just nine months. It utilizes Gotion's independently developed fourth-generation lithium iron phosphate (LFP) intelligent production line technology and is compat
November 3, 2026
On November 2, according to the official WeChat account of United Nova Technology (UNT), UNT-affiliated company Xinlian Dongli completed a Series C funding round of nearly CNY 2 billion. The round was led by China Mobile Chain Leader Fund, with strategic investments from IEIT SYSTEMS, Yuanjing Capital, Sinopec Hydrogen Energy Fund, Naura Technology Nuohua Capital, and Jiangfeng Electronics. Following this financing, Xinlian Dongli’s shareholder matrix expanded further, incorporating industrial c
November 3, 2026
Actual order growth has propelled single-walled carbon nanotubes (SWCNTs) toward their second industrialization window. The industrialization of SWCNTs is entering a critical second opportunity window. The first opportunity window occurred around 2023, when SWCNT domestic substitution began, with 150-ton capacity expansion projects for SWCNTs emerging in China. However, it was not until 2025 that annual shipments of Chinese SWCNT powder reached the 100-ton threshold for the first time. Market vo
November 3, 2026
STATIK has launched a set of rechargeable AA lithium batteries featuring an integrated USB-C charging port. The kit includes four cells, a one-to-four USB-A to USB-C charging cable, and a storage case. The nominal energy per cell is 2800mWh, with a rated cycle life of up to 1200 times. By integrating a USB-C interface on the side of the battery casing, it eliminates the need for the dedicated charging base required by traditional NiMH rechargeable batteries. Users can charge all four cells simul
November 3, 2026
Volkswagen recalls 72,700 electric vehicles: The supply chain bill behind SK On cell defects In October 2026, a Volkswagen ID.4 owner residing in Munich received an SMS from his dealer: The vehicle had been remotely upgraded, the charging limit was locked at 80%, and he was advised to park outdoors whenever possible. He was told this was a preventive safety measure because the power battery cells contained manufacturing defects that could potentially cause fire in extreme cases. This is not an i
November 2, 2026
On the evening of October 25, Tianqi Lithium disclosed its Q3 2026 report. In the first three quarters, the company achieved operating revenue of CNY 18.279 billion, a year-on-year increase of 147.11%; net profit attributable to shareholders was CNY 5.602 billion, up 3013.86% YoY; net profit attributable to shareholders after deducting non-recurring items was CNY 5.533 billion, up 7663.29% YoY. Breaking down the growth rate, two factors support it: gross margin expansion driven by simultaneous i
November 2, 2026
First time a battery manufacturer takes a reverse stake in a commercial vehicle OEM After supplying batteries to Geely Remote for seven years, Gotion High-Tech has acquired another identity: shareholder. Recently, Remote Commercial Vehicle Technology Co., Ltd. underwent industrial and commercial registration changes, adding shareholders including Hefei Gotion High-Tech Power Energy Co., Ltd., a wholly-owned subsidiary of Gotion High-Tech, and CITIC Securities Investment Co., Ltd. The registered
October 30, 2026
Summary Shipments are already approaching last year's full-year volume. Hunan Yuneng, which sold 1.1371 million tons of cathode materials throughout last year, achieved 98% of that sales volume in just nine months this year. On October 29, Hunan Yuneng, a leading phosphate iron lithium (LFP) manufacturer, disclosed its Q3 2026 financial report. In the first three quarters, it achieved cathode material sales of 1.1157 million tons, up 42.14% year-on-year; Operating revenue reached CNY 57.508 bill
October 30, 2026
