【新能源行业周报】宁德时代投资成立储能技术研究院;首航高科拟逾百亿投建新能源一体化大基地项目;三一集团成立锂能公司,注册资本1亿;上半年我国锂离子电池行业收入突破4800亿元

图片来源:视觉中国

图片来源:视觉中国

本周(8月1日-8月5日),据不完全统计,本周有8家新能源企业拟投建新项目,分别与风电、光伏光热、储能、锂电池有关,其中预计投资最大的为首航高科新能源一体化大基地项目,项目拟建设200MW光热+800MW风电+520MW光伏,预计投资金额为100-110亿元;宁德时代副董事长黄世霖辞职,聘任曾毓群担任公司总经理;三一集团成立锂能公司,注册资本1亿;据工信部消息,2022年上半年,全国锂离子电池产量超过280GWh,同比增长150%,全行业收入突破4800亿元。

企业动态

重点关注

  • 宁德时代投资成立储能技术研究院

8月5日,企查查显示能建时代(上海)新型储能技术研究院有限公司成立,法定代表人为章超,注册资本2亿人民币,经营范围含储能技术服务;电力设施器材制造;电力行业高效节能技术研发;新能源汽车换电设施销售等。股东信息显示,该公司由电力规划总院有限公司、宁德时代新能源科技股份有限公司、中国能源建设集团江苏省电力设计院有限公司等共同持股。

  • 首航高科拟逾百亿投建新能源一体化大基地项目

8月3日,首航高科发布公告称,公司与酒泉市肃州区人民政府近日签订投资合作协议,拟在酒泉市辖域内投资建设“200MW光热+800MW风电+520MW光伏”的光热(储)新能源多能互补一体化大基地项目,预计投资金额100亿元至110亿元。

  •  三一集团成立锂能公司,注册资本1亿

天眼查App显示,近日,三一锂能有限公司成立,法定代表人为易小刚,注册资本1亿人民币,经营范围包括电池零配件生产;电池制造、销售;储能技术服务;电动汽车充电基础设施运营;新能源汽车整车销售等。股东信息显示,该公司由梁在中、长沙三一锂能企业管理合伙企业(有限合伙)、三一集团有限公司等共同持股。

  • 天际股份拟投30亿布局六氟磷酸锂项目

8月2日,天际股份发布公告称,公司与瑞昌市人民政府签订《关于投资建设天际新能源新材料项目合同书》,计划一期投资约30亿元人民币,新建年产六氟磷酸锂3万吨、高纯氟化锂6千吨及副产品配套项目。

业务动态

  • 沃尔沃拟在瑞典建立大型电池生产工厂

8月3日,有消息称,沃尔沃集团已启动在瑞典建立大型电池生产工厂的进程。拟建地点位于玛丽斯塔德市,靠近集团目前在舍夫德的主要动力总成工厂。沃尔沃计划逐步提高产能,到2030年实现大规模量产。

  • 沐邦高科拟44.75亿元投建光伏电池项目

8月3日,沐邦高科发布公告称,公司董事会审议通过了《关于公司对外投资建设10G WTOPCON光伏电池生产基地项目的议案》和《关于公司投资设立项目公司的议案》等相关议案,明确公司本次项目的出资金额预计为44.75亿元,拟在广西省梧州市高新区成立一家全资子公司进行项目运营。

  • 宁德时代暂停北美工厂项目

据知情人士透露,宁德时代决定推迟发布有关北美工厂的公告。该厂耗资数十亿美元,原本计划为特斯拉、福特等车企提供电池。知情人士透露,宁德时代计划等到9月或10月再发布公告。

  • 特斯拉正开发新版本太阳能屋顶,或今年年底推出

8月4日消息,特斯拉正在开发新版本的太阳能屋顶(SolarRoofv3.5),目前正在员工家中测试,目前还不清楚新版本的内容,但特斯拉最近一直把重点放在太阳能屋顶的耐用性和易安装方面。如果测试顺利,特斯拉预计将在今年年底重新开始安装时推出新版太阳能屋顶。

  • 宝马考虑研发新一代氢能源汽车

宝马首席执行官近日表示,宝马在考虑研发新一代氢能源汽车,氢能在交通中的作用需要重新评估。

  • 现代氢燃料电池重卡将销往德国

8月3日消息,现代汽车2020年推出的氢燃料电池重卡XCIENT,将再次出口欧洲,向德国的7家公司供应27辆。引进现代XCIENT氢燃料重卡的,是德国的物流、制造和零售领域的7家公司。

  • 澳锂矿商Pilbara第八次拍卖结束,成交价上涨2.6%

8月3日,澳大利亚锂矿商皮尔巴拉(Pilbara)发布公告称,于8月2日举办第八次锂精矿拍卖,最终成交价为6350美元/吨(5.5%品位,FOB黑德兰港),较7月13日成交价涨2.6%,较6月23日持平。

  • 宁德时代旗下宜春锂矿环评通过在即

宜春市生态环境局官网近日显示,宜春时代新能源矿业有限公司4500万吨/年陶瓷土(含锂)矿采矿项目环评拟批复公示已于8月2日结束。宜春市环评科处表示,公示期间未收到反对意见,已经在拟批复批文,“这一两天会出来,七个工作日内会公开。”

  • 华自科技拟募资9.1亿用于储能等项目

8月3日,华自科技发布公告称,拟定增募资不超9.1亿元,用于储能电站建设项目、城步儒林100MW/200MWh储能电站建设、冷水滩区谷源变电站100MW/200MWh储能项目、工业园区“光伏+储能”一体化项目、补充流动资金。

  • 电池回收企业恒创睿能完成超3亿元B轮融资

近日,电池回收企业恒创睿能完成超3亿元B轮融资,投资方包括君联资本、广发系资本、恒信华业、瀚晖资本等机构。本轮融资将主要用于完善梯次利用产品系列开发,新能源退役锂电池循环处理产能构建以及新型锂电湿法回收技术拓展。

  • 宁德时代再诉中创新航一件专利侵权,索赔1.3亿元

 针对中创新航新的专利侵权,宁德时代再度提起诉讼,目前福建省高院已受理该案件,索赔金额1.3亿元。同时,宁德时代已正式向法院起诉中创新航不正当竞争。

  • 震裕科技拟投20亿元在太仓和肇庆建设新能源项目

8月2日,震裕科技发布公告称,公司拟分别在江苏太仓投资建设新能源汽车动力系统核心零部件项目,在广东肇庆投资建设新能源动力电池结构件生产基地项目,投资总额均为10亿元。

  • 永太科技拟9.5亿投建20万吨电解液等项目

8月1日,永太科技发布公告称,子公司永太高新拟以9.5亿元投资建设年产20万吨电解液及相关材料和副产物循环利用项目。项目拟形成年产20万吨电解液、2万吨电解质盐、70万吨硫酸盐的生产能力。

  • 吉林蛟河抽水蓄能电站启动全面建设

近日,国家电网有限公司吉林蛟河抽水蓄能电站启动全面建设。蛟河抽水蓄能电站位于吉林省蛟河市境内,枢纽建筑物主要由上水库、下水库、输水系统、地下厂房及开关站等组成。电站总投资69.7亿元,装机容量120万千瓦,安装4台单机容量30万千瓦机组,以500千伏线路接入吉林电网,计划于2029年投产发电。

  • 宁德时代:副董事长黄世霖辞职,聘任曾毓群担任公司总经理

宁德时代公告,黄世霖先生出于个人事业考虑,申请辞去公司副董事长、董事、董事会战略委员会委员和副总经理职务,董事会同意选举董事周佳先生为公司第三届董事会副董事长;周佳先生因工作调整申请辞去公司总经理职务,董事会同意聘任曾毓群先生担任公司总经理。

  • 运达股份子公司拟3.81亿元投建70MW风光同场项目

8月1日,运达股份发布公告称,拟以持股75%的子公司哈密公司为主体,投资建设新疆哈密市伊吾县淖毛湖70MW风光同场项目,包括50MW风电和20MW光伏,配置储能。项目总投资3.81亿元,其中投资的资本金比例约为20%,由公司和哈密国投按持股比例自筹。

业绩发布

  • BP第二季度利润创14年来最高水平

8月2日,bp集团发布第二季度财报,BP表示,基本重置成本利润为85亿美元,而上一季度为62亿美元,为该公司14年来最高季度利润。BP称,提供世界所需的石油和天然气的同时,通过投资以加速向更安全、更低碳和可负担的能源系统转型。

  • 大全能源上半年净利润增超3倍

8月3日,大全能源披露半年业绩,上半年实现营收163.4亿元,同比增长262.16%;净利润95.25亿元,同比增长340.81%。大全能源去年净利为57.24亿元。今年上半年净利是去年全年的1.66倍。大全能源称,业绩增长主要因硅料市场供应紧缺,带动其硅料价格和毛利大幅上涨,且其三期B项目产能已逐步释放。

最新合作

  • 宁德时代四季度向特斯拉供应M3P电池,搭载于Model Y

宁德时代将在今年第四季度向特斯拉供应M3P电池,搭载在使用72度电池包的Model Y车型中,该版本Model Y将于明年初上市。宁德时代M3P电池使用的磷酸锰铁锂材料将由德方纳米供应,后者计划在今年下半年投产11万吨磷酸锰铁锂材料。

  • 中国石化与宁德时代投营首座“光伏充检”加能站

8月1日, 中国石化福建石油与宁德时代在福建合作建设的首个“光伏充检”加能站项目于福建宁德闽东路加油站建成投营。据了解,该站光伏发电与公共电网灵活互动且相对独立运行,充分利用绿色能源满足站内用电需求,有效提升了站内清洁能源供电比例,本轮光伏工程装机容量为72.15KWp,年发电量预计为8万KWh。与传统化石能源相比,在项目全寿命周期内可减排二氧化碳超1570吨。

  • 蔚来与壳牌合作充换一体站投入运营

8月1日,首座蔚来与壳牌合作的充换一体站——厦门同安壳牌站正式上线运营,站内建有1座第二代换电站和2根180kW超充桩。蔚来与壳牌还将在中国与欧洲展开电动汽车能源领域的合作。在中国,双方到2025年计划共建100座换电站;在欧洲,双方计划从2022年开始进行换电站的建设、运营试点工作,同时壳牌欧洲充电网络将向蔚来用户开放。

政策新规

  • 三部门:推动新能源汽车动力电池回收利用体系建设

工业和信息化部、国家发展改革委、生态环境部印发工业领域碳达峰实施方案。方案提出,要布局“减碳去碳”基础零部件、基础工艺、关键基础材料、低碳颠覆性技术研究,突破推广一批高效储能、能源电子、氢能、碳捕集利用封存、温和条件二氧化碳资源化利用等关键核心技术。方案还提到,加强再生资源循环利用。实施废钢铁、废有色金属、废纸、废塑料、废旧轮胎等再生资源回收利用行业规范管理,鼓励符合规范条件的企业公布碳足迹。延伸再生资源精深加工产业链条,促进钢铁、铜、铝、铅、锌、镍、钴、锂、钨等高效再生循环利用。研究退役光伏组件、废弃风电叶片等资源化利用的技术路线和实施路径。围绕电器电子、汽车等产品,推行生产者责任延伸制度。推动新能源汽车动力电池回收利用体系建设。

  • 第二批风光大基地项目清单已印发

8月2日,国家能源局召开2022年三季度网上新闻发布会。国家能源局发展规划司副司长董万成称,抓紧推动实施一批能源项目,核准浙江三门、山东海阳、广东陆丰等3个项目6台核电机组;投产10台水电和抽水蓄能机组;第一批以沙漠、戈壁、荒漠地区为重点的大型风电光伏基地项目已经全面开工建设,第二批基地项目清单也已经印发。

  • 工信部:将研究制定《新能源汽车动力蓄电池回收利用管理办法》

8月1日,工信部节能与综合利用司召开新能源汽车动力电池综合利用工作座谈会,会议提到,将研究制定《新能源汽车动力蓄电池回收利用管理办法》和行业急需标准,健全动力电池回收利用体系,支持柔性拆解、高效再生利用等一批关键技术攻关和推广应用,持续实施行业规范管理,提高动力电池回收利用水平。

  • 广东支持碳排放权、电力、多晶硅、锂等期货品种广期所上市

8月2日,广东省地方金融监管局发布的关于印发《关于完善期现货联动市场体系 推动实体经济高质量发展实施方案》。方案提出,基于现货市场和优势产业,丰富区域特色商品期货品种,支持碳排放权、电力、商品指数、工业硅、多晶硅、锂等期货品种在广州期货交易所上市。

  • 北京大兴区氢能产业发展行动计划发布

近日,北京市人民政府发布关于对《大兴区氢能产业发展行动计划(2022-2025年)(征求意见稿)》公开征集意见的公告。公告指出,到2023年,实现氢能领域部分技术创新突破,初步形成新技术和产品的先行先试样板间,关键产品进入降本区间。氢能相关企业数量超过100家,2-3家链主企业落地发展,氢能产业规模超过100亿元。到2025年,实现从关键基础材料到核心零部件的国产化替代,关键核心技术达到国内先进水平,综合成本显著降低。氢能相关企业数量超过200家,培育4-6家上市企业,孵化2-3家生态引领型企业,氢能产业规模超过200亿元,形成氢能高端装备制造与应用示范区。

行业数据

  • 国家能源局:上半年我国可再生能源新增装机5475万千瓦

在8月2日国家能源局召开的三季度新闻发布会上,相关负责人表示,今年上半年,我国可再生能源发电新增装机5475万千瓦,占全国新增发电装机的80%。其中,水电、风电、光伏发电和生物质发电分别新增装机941万千瓦、1294万千瓦、3088万千瓦、152万千瓦。1-6月全国新增130万台充电桩 ,是去年同期的3.8倍。截至6月底全国已建成加氢站超270座。

  • 工信部:上半年全国锂离子电池行业收入突破4800亿元

8月3日,据工信部消息,2022年上半年,全国锂离子电池产量超过280GWh,同比增长150%,全行业收入突破4800亿元。锂离子电池环节,上半年储能电池产量达到32GWh,新能源汽车动力电池装车量约110GWh。锂离子电池产品出口同比增长75%。

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打赏作者

关于 “【新能源行业周报】宁德时代投资成立储能技术研究院;首航高科拟逾百亿投建新能源一体化大基地项目;三一集团成立锂能公司,注册资本1亿;上半年我国锂离子电池行业收入突破4800亿元” 的 95 个意见

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