[Analisis SMM] Kewajiban Pesanan Spot Tetap Kuat, Penurunan Harga Nikel Sulfat Menekan Harga Prekursor

Recently, the first cell rolled off the production line at the battery factory of Times BAIC (Beijing) New Energy Technology Co., Ltd., marking the start of the mass production phase. Times BAIC was jointly invested in and constructed by CATL, BAIC Group, Beijing Energy Group, and Xiaomi Group. Currently, construction of the factory is nearing completion, with equipment for the second production line undergoing commissioning. Full-scale production is expected to commence in August. For the entire year of 2026, the factory is projected to produce 7.5 GWh of cells. Once the project reaches full capacity, it will form an annual power battery production capacity of 15 GWh, significantly enhancing the product strength and cost advantages for Beijing-Tianjin-Hebei vehicle manufacturers such as BAIC and Xiaomi.

On June 9, the second phase of the China Southern Power Grid Shenzhen Guangming Hongqiao Park Flash Charging Demonstration Station was officially put into operation, with the addition of 14 new V2G (vehicle-to-grid) charging piles. This station has become the largest single-station megawatt-level vehicle-to-grid flash charging demonstration station in the country. The maximum single charge/discharge power capacity of this demonstration station reaches 4.21 megawatts, capable of simultaneously accommodating 61 new energy vehicles for charging and discharging operations. Additionally, it is the first flash charging station under China Southern Power Grid to integrate an electric power inspection drone nest.

Pada 9 Juni waktu setempat, General Motors dan perusahaan penyimpanan energi jaringan listrik AS Peak Energy mengumumkan bahwa mereka akan bersama-sama mengembangkan dan menerapkan sel baterai natrium-ion generasi berikutnya yang dirancang khusus untuk penyimpanan energi jaringan. Berdasarkan perjanjian tersebut, General Motors akan bertanggung jawab atas penelitian dan pengembangan sel natrium-ion di laboratorium baterainya di Michigan serta mempertahankan hak manufaktur eksklusif untuk sel tersebut; Peak Energy akan mengintegrasikan sel-sel ini ke dalam sistem penyimpanan energi miliknya sendiri.