jiemianxinwenjizhe | tianheqi

宁德时代和全球第四大汽车集团合建电池厂

12yue10ri，stellantisjituanheningdeshidai(300750.sz)xuanbu，shuangfangyidachengxieyi，jiangtouzigaoda41yiouyuanchengliyijiaheziqiye，bingzaixibanyasalagesajiansheyizuodaxinglinsuantielidianchigongchang。gongchangjihuayu2026nianniandikaishishengchan，qiguihuanianchannengkeda50jiwashi。qujueyuguanlixingjianguantiaojianjishenpi，yujibenjiaoyijiangyu2025niannianneiwanchengjiaoge。

研报：三季度中国电动车牵引逆变器装机占全球61%

近日，根据TrendForce集邦咨询最新研究，2024年三季度全球电动车牵引逆变器总装jiliangda687wantai，jihuanbizeng7%，zengfujiaoquniantongqiyiyousuojian。zaiyijigongyingshangdejingzhenggejushang，biyadishouyiyuqixiachexingrexiao，disanjiduqianyinnibianqizhuangjishizhanlvjizeng1%，da18%，shouduchaoyuerichangdenso，chengweishizhanlvzuigaodegongsi。huichuanjishudeshizhanlvyitishengzhi6%，xianshichuzhongguochangshangzaigailingyudejingzhenglichixuzengqiang。zongtieryan，zhongguochangshang、ribenchangshangheteslahejizhanjuquanqiuzhuangjiliangdeyiban，eroumeichangshangyingxianglizezhujianjianruo。

trendforcejibangzixunbiaoshi，qianyinnibianqiquyudefenhuariyimingxian，zhongguoshichangzhuangjiliangzhanquanqiuzongliangde61%，ouzhouzezaishichangweisuodeyalixiajijigaige，xuejianzhichuyitishengdiandongchechanyeliandejingzhengli。duanqinei，zhongguoshichangdewendingxuqiujiangjixuzhichengqianyinnibianqishichangdezengzhang。zhangqilaikan，ouzhouqichechanyelianruonengchenggongshishigaige，jiangyouzhuyutizhenquanqiuqianyinnibianqiyudiandongcheshichangdezhengtibiaoxian。

厦门建发集团据称将接管尚德电力

据华夏能源网报道，厦门建发集团有限公司（下称建发集团）将出手托管无锡尚德太阳能电力有限公司（下称尚德电力）。尚德电力前身为无锡尚德，成立于2001年，是中国第一代光伏企业的代表，最早由施正荣创办。建发集团系厦门市属国有企业，如今为福建省大型实业投资企业集团。

龙源电力1.5 GWh液冷储能电池系统集采公示中标候选人

12月9日，龙源电力(001289.SZ)集团共享储能技术（北京）有限公司第四批储能电站储能液冷电池系统框架采购中标候选人公示。海辰储能、鹏辉能源、kunyudianyuanyuzhongbiaosangebiaoduangong1.5 gwhchunengyelengdianchixitongcaigou，zhongbiaohouxuanrenbaojiafanwei0.41-0.456yuan/wh。

许继电气预计中标4.68亿元南方电网项目

xujidianqi(000400.sz)12yue10rifabugonggaocheng，yujizhongbiaonanfangdianwangguangdong220qianfutianhetangxiarouzhibeikaobeigongchengzhiliuzhushebeizhuanxiangzhaobiaoxiangmurouxingzhiliuhuanliufajiqifushushebei（bao1）jineyue4.68yiyuan。gaixiangmuzhuyaotongguochengshigongdianpianquqianrurouxingzhiliu，shixianrouxinghulianjishu，tigaochengshidianwanglinghuoxingheanquanxing。muqian，gaixiangmushangchuyuzhongbiaohouxuanrengongshijieduan，gongsishangweishoudaozhongbiaotongzhishu。

中核辽宁核电公司增资至92.6亿元，增幅约41%

tianyanchaappxianshi，12yue9ri，zhongheliaoninghedianyouxiangongsifashenggongshangbiangeng，zhucezibenyouyue65.8yiyuanzengzhiyue92.6yiyuan，zengfuyue41%，tongshiduoweigaoguanfashengbiangeng。

广东：到2025年非化石能源消费比重力争达到30%左右，原则上不再新增自备燃煤机组

guangdongshengrenminzhengfuyinfa《guangdongshengkongqizhiliangchixugaishanxingdongfangan》，fazhanqingjieditannengyuan。dao2025nian，feihuashinengyuanxiaofeibizhonglizhengdadao30%zuoyou，diannengzhanzhongduannengyuanxiaofeibizhongda40%zuoyou。wanshantianranqiguanwangyunyingjizhi，nianyongqiliang1000wanlifangmiyishang、kaojinzhuganguandaoqiejubeizhijiexiazaitiaojiandegongshangyeyonghukeshishizhigong。xinzengtianranqiyouxianbaozhangjuminshenghuo、gongyeguoluheluyaoqingjienengyuantidaiyijiyunshuchechuanshiyong。gongyeguoluheluyao“meigaiqi”yaozailuoshigongqihetongdetiaojianxiayouxutuijin。helikongzhimeitanxiaofeiliang。tuijinxianyoumeidianjizujienengjianghao。yuanzeshangbuzaixinzengzibeiranmeijizu，gulizibeidianchangzhuanweigongyongdianchang。zhusanjiaodiquzhubukuodaⅲlei（yange）gaowuranranliaojinranqufanwei，yuedongyuexiyuebeidiquⅲleijinranqukuodadaoxianjijiyishangchengshijianchengqu。duizhichengdianliwendinggongying、dianwanganquanyunxing、qingjienengyuandaguimobingwangxiaonademeidianxiangmujiqiyongmeiliangyingyuyihelibaozhang。

深圳前三季度新能源车产量已超去年全年

ju《shenzhentequbao》12yue10rixiaoxi，zaizhinengwanglianqichedetuidongxia，shenzhenxinnengyuanqichechanyeyinglailebaofashizengzhang。jinnianjiezhiqiansanjidu，shenzhenxinnengyuanqichechanliangyijingdadaoyue183wanliang，yichao2023quannian。jinnianqian10geyue，shenzhendiandongqichechukoutongbizengzhang52%，qichelingpeijianchukoutongbizengzhang26.5%；jinnian，shenzhenxinnengyuanqichechaochongzhan、chongdianqiangshuliangyeyichaoguojiayouzhan、jiayouqiang。

VinFast越南将建设第二工厂 产能翻倍加速全球扩张

12yue8ri，yuenandiandongqichezhizaoshangvinfast autoxuanbulekuozhangjihua，jiangzaiyuenanjianlidierjiashengchangongchang，yiqijiangchannengfanbei，manzushichangduiqixiaoxinghezhongxingchexingderiyizengzhangxuqiu。xingongchangyujijiangjubeinianchan30wanliangqichedenengli，yugongsizaihaifangdexianyougongchangchiping，bingjihuayumingnian7yuezhengshitouchan。ciwai，vinfasthaixuanbulezaiyindunixiyaheyindujianlizhuangpeichangdejihua，bingjiangyuandingyubeikaluolainazhoudegongchangqidongshijiantuichizhi2028nian。zheixiejucuobiaozhizhevinfastzaiquanqiudiandongqicheshichangzhongdejinyibukuozhangheshenhua。

国内首个千吨级模块化柔性合成氨设备开车成功

juhefeizonghexingguojiakexuezhongxinnengyuanyanjiuyuanguanwei12yue9rixiaoxi，jinri，yougainengyuanyanjiuyuanyanzhide、guoneishougeqiandunjimokuaihuarouxinghechenganshebeiyuanhuihefeikaichechenggong。jiezhifagaoshi，shebeiyipingwenyunxingshubaigexiaoshi，chanpinanquanbuyunwanghuodianchangjinxingchananranshao。bencishiyunxingchenggongdexinyidaimokuaihuarouxinghechenganshebei，shizhenduilvsenengyuanyetiranliaolingyuerkaifa、weilvdian-lvqing-lvanchangjingliangshendingzhide。mokuaihua、biaozhunhua、zhinenghuadesheji，shixianfenbushixiangmuxianchangdekuaisubushu，nenggoudafudujianshaoshigongyuyunxingweihusuoxudechengben；yucitongshi，tahaijuyoudongtaipinghengdeshengchanxingneng，nenggouyukezaishengnengyuandaguimozhijiejinxingouhe，keyizaijiaodifuhexiayunxing，jianshaolelvqingdechucunxuqiu，jinerjiangdilejianshedechengben。yujiweilaizailvsehuafei、huodianchananranshao、lvqingzaiti、lingtanranliaodengduogelingyu，mokuaihuarouxinghechenganshebeidounenggoujinxingguangfanqieshendudeyingyong，jinershigaoduanshebeizhizaoyedeyixingcheng。