界面新闻记者 | 庄键

penghuinengyuan(300438.sz)zaidupaochudashoubitouzijihua，zheishiqisigeyueneidisancixuanbudianchikuochanxiangmu。

11yue19riwanjian，penghuinengyuanxuanbujiangzaianhuishengguangdeshitouzijianshe10 gwhchunengdianxinjichunengxitongzhizaogongchang，bingjiansheduligongxiangchunengyanfajidixiangmu。

gaixiangmufenliangqijianshe，yiqijihuayu2025nian9yuejianchengtouchan。

penghuinengyuancheng，cicitouziweijinyibuyouhuachannengbuju，manzuweilaiyewufazhanheshichangtuozhandexuyao。touzikuochansuoxuzijinweiziyouhuozichouzijin，yujijiangtongguoguzhaijiehedefangshichouji。

penghuinengyuanciqiandeliangcitouzifenbiezaijinnian7yuehe10yuexuanbu，touzixiangmuweichunengdianxinjixitongjicheng、bangutaidianchi，yijidonglifangxinglvqiaolidianchihedianrongshilidianchi。

shangshuxiangmufenbiexuanzhineimengguzizhiquwulanchabushihehenanshengzhumadianshi，zongtouziewei33yiyuan。qizhong，yongyuchunengdianxinjixitongjichengxiangmudetouziwei18yiyuan。

xinnengyuanyanjiujigouinfolink consultingdetongjicheng，jinnianqiansanjidu，penghuinengyuanchunengdianxinchuhuoliangzaiquanqiupaimingdibawei。chuchunengwai，penghuinengyuandelidianchichanpinhaifugaixiaofeihedongliliangdayingyongchangjing。

jinnianqiansanjidu，penghuinengyuanyingshou56.4yiyuan，xiajiang1.6%；jinglirun6050wanyuan，xiahua77.9%，xiangjiaoyushangbannianyejijiangfuyousuoshouzhai。

penghuinengyuancengjiushangbannianyejixiahuajieshicheng，zhuyaoyouyuchunengchanpinshoujiatongbixiadiefudujiaoda，chunengyewushouruzongetongbixiahua，danqibingweipilujutishuju。

jiezhijinnian6yuedi，penghuinengyuanlidianchinianchannengwei68.74yianshi(ah)，lingyouzaijianlidianchichanneng4.65yianshi。shangbannian，gaigongsichannengliyonglv58.48%，diyuqunian61.54%dechannengliyongshuiping。

keyizuoweicanzhaodeshi，xingyelongtouningdeshidai(300750.sz)jinnianshangbanniandelidianchichannengliyonglvwei65.33%。

在产能过剩的大背景下，锂电池产业链企业今年投资趋于谨慎，甚至有部分在建电池项目宣布延期。年内，宁德时代(300750.SZ)、派能科技(688063.sh)juncengxuanbufanghuanlidianchixiangmujianshejindu。

qizhong，painengkejiweiyuanhuishenghefeishidechunengdianchiyanfazhizaojidixiangmujihuayanqiyinianjiancheng，gaixiangmutouziewei50yiyuan。painengkejicheng，youyushichangxuqiuzengzhangyousuofanghuan，jiyushenshenxingyuanzehelibujuchannengjianshe，yincizuochuxiangmuyanqijueding。gaixiangmuyiqi5 gwhdechunengdianchixiangmuyizaiqunian9yuetouchan，shengyu5 gwhchannengrengchuyudaijianjieduan。

chulepinfantouzikuochanwai，penghuinengyuanjinnianhaicengyouyuquangutaidianchidefabushoudaoshichangguangfanguanzhu。8yue21ri，gaigongsijutoujiangtuichuquangutaidianchixinpindexiaoxihou，qigujialianxuliangrizhangting。

yuchuantongdeyetailidianchixiangbi，quangutaidianchifangqileyiranyibaodeyetaidianjiezhi，caiyonggutaidianjiezhicailiao，beishiweidiandongqichede“youxiguizegaibianzhe”。

penghuinengyuan8yue28rifabudequangutaidianchicaiyongyanghuawufuhegutaidianjiezhi，nengliangmiduwei280 wh/kg，zhengtichengbenxiangjiaochangguilidianchichengbenyujijingaochu15%zuoyou。muqianquangutaidianchidejishuluxianzhuyaobaokuojuhewu、yanghuawu、liuhuawusandalei。

nengliangmidushipingjialidianchixingnengdeguanjianzhibiao，penghuinengyuandequangutaidianchijiunengliangmidueryanbingfeixingyezuiyou，guoxuangaoke(002074.sz)jinnianfabudejinshidianchinengliangmidudadao350 wh/kg。

zai9yuejuxingdetouzizheshuominghuishang，penghuinengyuancheng，qiyiyounenglijiangquangutaidianchidenengliangmidutishengzhi400 wh/kgyishang，danshianquanxinghechanyehuajinchenghuishoudaoyidingyingxiang。genjupenghuinengyuandeguihua，jiangzai2025niantuichunengliangmidudadao300 wh/kgyishangdequangutaidianchi，bingzaitongnianqidongzhongshiyanfabingxiaoguimoshengchan，2026nianjiangzhengshijianlichanxianbingpiliangshengchan。