DBM Video: Heavy Truck "Oil to Electricity" Demand Rapid Growth, Power Grid Capacity Expansion and Transformation Drive 100 Billion Investment!

Electric heavy truck charging facilities have seen rapid growth this year. In Fujian, Zhejiang and other logistics hubs, heavy truck "oil to electricity" has become a new trend, which also drives a new round of power grid upgrading and transformation, and drives hundreds of billions of investment. In Fujian Fuqing Jiangyin Port Area, the demand for new energy heavy trucks has increased dramatically this year.

2025-12-09 17:17:49

On December 5, Haichen Energy Storage and Zhongche Zhuzhou Integrated Energy Business Department formally signed a cooperation agreement. According to the content of the agreement, during the "15th Five-Year Plan" period (2026-2030), Haichen Energy Storage will supply a total of no less than 120 GWh of energy storage products to the Integrated Energy Business Department of Zhongche Zhuzhou Institute, covering 314Ah, 587Ah, 1175Ah and other series of energy storage battery products.

2025-12-09 17:15:56

Recently, 12 projects were signed at the promotion meeting of Tongxiang High-tech City in Xiamen, with a total planned investment of about 18 billion yuan. It includes the second phase project of Xiamen Xinneng'an Phase II. At present, Phase I has been completed and put into operation, and Phase I of Phase II has been basically completed. It is planned to start the construction of Phase II of Phase II in the near future, with a total investment of 5.7 billion yuan and a production capacity of about 9 GWh.

2025-12-08 15:32:20

Recently, 12 projects were signed at the promotion meeting of Tongxiang High-tech City in Xiamen, with a total planned investment of about 18 billion yuan.

2025-12-08 15:01:50

Recently, Tesla announced that its "Oasis Project" supercharging station in Lost Hills, California, USA, has been officially put into operation, becoming the largest Tesla supercharging station in the world.

2025-12-05 09:35:40

On November 29, Tianneng issued the Announcement on the Extension and Termination of Some Fund-raising Projects and the Permanent Supplementary Liquidity of the Surplus Fund-raising Funds, intending to postpone two projects and terminate one project.

2025-12-03 16:06:17

On December 2, a price adjustment notice aroused concern in the lithium power industry. According to the notice, a first-tier enterprise in the diaphragm industry announced an adjustment to the price of its wet diaphragm products, with an increase of 30%.

2025-12-03 15:23:26

On November 28, the announcement of EPC contract for design, procurement and construction of 1 million kilowatt/6 million kilowatt-hour power side energy storage project in Chayouzhong Banner, Inner Mongolia was issued.

2025-12-02 14:03:33

On the evening of November 30, Enjie announced that the company was planning to issue shares, purchase 100% of Qingdao Zhongke Hualian New Materials Co., Ltd. and raise matching funds.

2025-12-01 17:12:55

On the evening of November 25, the announcement of Longzhou Stock Company showed that Dongguan Zhongqi Hongyuan Automobile Co., Ltd., its holding Sun Company, had experienced power battery failures or abnormal attenuation in succession due to the delivery of electric buses sold to the outside world in 2018 for less than three years, which led to a large-scale outage of vehicles.

2025-12-01 11:41:53

On November 26, the Ningde Times and Stellantis joint venture lithium iron phosphate battery factory officially broke ground. Located in Zaragoza, Spain, with a total investment of 4.1 billion euros, the project is expected to be completed in March 2028 with an annual capacity of 50 GWh.

2025-11-28 11:42:49

What are the characteristics of the energy storage industry? It can be said that it is inherently mutually exclusive with short-termism. An equipment and asset that needs stable operation for 15-20 years, and a track that requires 100% safety, only belongs to the long-term people.

2025-11-27 17:31:54

Recently, Ningde Times signed a memorandum of understanding with Marubeni Power Retail Co., Ltd., a wholly-owned subsidiary of Marubeni Corporation, and Sun Village to jointly develop and operate a 2.4G Wh grid-side energy storage power station project in Japan.

2025-11-27 15:39:49

Recently, Sunshine Power has won a large-scale "photovoltaic + energy storage" comprehensive project in Chile-Dune Plus, 2GWh energy storage project, which includes energy storage equipment, photovoltaic installation and transformer procurement.

2025-11-27 15:10:36

"Photovoltaic Mao" Longji Green can do energy storage, and it is said to do, lightning move! Less than half a month after the decisive acquisition of about 62% of Jiangsu's "Unicorn" Precision Control Energy, Longji invested another 1 billion yuan in the lightning layout of Inner Mongolia's 1.2G Wh Independent Bureau Energy Storage Project.

2025-11-26 15:50:21

Shanxi Yaoxing New Energy Technology Co., Ltd. is the successful candidate for the procurement project of energy storage system equipment (25 MW/100MWh) for the 1 million kilowatt and 4 million kilowatt hour power side energy storage sub-project 1 of Xilingol Dongsu Substation of Jiangxi Power Construction Company of China Power Construction Corporation. The procurement project of energy storage system equipment (475 MW/1900MWh) for 1 million kilowatts and 4 million kilowatt-hours of power side energy storage sub-project 1 of Xilingol Dongsu Substation of Power Construction Corporation of China, the successful candidate is Chongqing Wanbang Xingchong Energy Co., Ltd.

2025-11-25 17:14:10

On the evening of November 24, Longpan Science and Technology announced that its holding company, Nanjing Lithium Source Nanotechnology Co., Ltd., had signed the Supplementary Agreement II of the Cooperation Agreement on Purchasing Production Materials with three wholly-owned subsidiaries of Chuneng New Energy Co., Ltd.

2025-11-25 15:19:52

Traffic insurance data show that in the first three quarters, the cumulative sales of new energy heavy trucks in China reached 137800, an increase of 184% over the same period last year, exceeding the level of the whole year of 2024, and the penetration rate further increased to 24.21%.

2025-11-25 15:12:55

Recently, Guizhou Liupanshui High-tech Zone issued a plan to abolish the bidding for the industrial and commercial supporting energy storage power station project in Liupanshui High-tech Industrial Development Zone. It is pointed out that the industrial and commercial supporting energy storage power station project originally planned by Guizhou Liangdu High-end Equipment Manufacturing Company does not meet the company's development needs and has undergone major changes, and the company has decided not to implement the project.

2025-11-24 13:07:25

On November 21, the tender announcement for EPC of design, procurement and construction of 1 million kilowatt/6 million kilowatt-hour power side energy storage project in Chayouzhong Banner was issued.

2025-11-21 17:00:14

On November 18, Altay Runpeng Energy Storage Co., Ltd. issued a tender announcement for the second phase construction project of the centralized shared energy storage power station in Burqin County. The project plans to build a 300MW/1200MW H grid-type energy storage power station and supporting ancillary facilities. The construction scenario is the grid side, and the specific technical route is lithium iron phosphate batteries.

2025-11-20 15:11:20

According to the news released on the website of Henan Provincial Housing and Construction Department, on November 15, a steel structure support collapse accident occurred in the first bid of the expansion project of Zhengzhou Airport New Energy Parts Industrial Park (the fifth batch of DK5), covering an area of about 200 square meters, resulting in the death of three construction workers on the spot.

2025-11-20 14:15:39

Recently, Inner Mongolia Wulanchabu 1.05 GW/6.3 GWh compressed air energy storage project EPC general contracting tender announcement, the project is located in Lihua Town, Zhuozi County, Wulanchabu City, Inner Mongolia.

2025-11-18 16:04:35

On November 17, the main contract of lithium carbonate futures rose and stopped, closing at 95200 yuan/ton, a new high since July 2024. Benefiting from the sustained rise in the price of lithium carbonate, A-share energy metals, batteries and other sectors rose significantly, and the concept of lithium ore rose sharply across the board. Since mid-October, the price of lithium carbonate has fluctuated upward, with a cumulative increase of nearly 30%.

2025-11-18 16:02:42

On November 14, Ningde Times announced that Huang Shilin, the third largest shareholder and core co-founder of the company, intends to reduce 45.6324 million shares of the company through inquiry transfer, accounting for 1% of the company's total equity.

2025-11-17 17:03:19

On November 13, local time, the Consumer Product Safety Commission of the United States issued a statement saying that Tesla announced a recall of about 10500 Powerwall 2 energy storage systems sold between November 2020 and December 2022, which involved a total of about $84 million, or about 590 million yuan.

2025-11-17 15:53:51

China will launch the 15th Five-Year Plan for Power Batteries to promote the development of new battery industry.

2025-11-14 15:09:28

In October, the number of new energy storage projects filed nationwide was 1,045, with a year-on-year decrease of 5.26%; the total scale exceeded 128.9 GWh, with a year-on-year increase of 223.94%. According to the published data, the corresponding total investment of the project is 59.361 billion yuan.

2025-11-14 11:46:34

On November 12, Haibo Sichuang announced the signing of the Strategic Cooperation Agreement with Ningde Times for a period of ten years from January 1, 2026 to December 31, 2035.

2025-11-13 17:11:15

On November 11, Shandong Meijin New Energy released the tender announcement of Meijin Jining 300MW/1200 MWh Compressed Air Energy Storage Project (EPC).

2025-11-13 16:44:09

On November 9, some media reported that Chuneng New Energy, the leading energy storage battery company, is intending to take over the new energy automobile company Weima Huanggang Factory, which has been shut down for more than two years, to open a new model of "battery enterprise + vehicle manufacturing".

2025-11-11 14:43:28

On November 8, the commencement ceremony of Xinjiang Wushi 250000 kW/1 million kWh grid-type independent energy storage project was held in Wushi County Photovoltaic Industrial Park.

2025-11-10 11:43:36

On November 6, the tender announcement for the project of 200000 kW/800000 kWh electrochemical independent energy storage power station in Shanshan County, Xinjiang, was issued.

2025-11-07 16:03:50

On October 31, the public resources trading platform of Yibin City, Sichuan Province, issued the announcement of the bidding plan for the energy storage power station project in Wuliangye Industrial Park.

2025-11-06 16:33:16

On November 3, China Electric Power Construction Jilin Institute announced the results of the transaction of the energy storage system equipment procurement project for the EPC general contracting project of the sub-project 1 of the 1 million kilowatt and 4 million kilowatt hour independent energy storage project on the power supply side.

2025-11-06 11:41:18

Following British volt, Swedish Northvolt and other companies, BMZ, a veteran German battery company, recently officially announced its application for bankruptcy protection.

2025-11-04 17:04:27

On October 31, Shengxin Lithium Energy announced that the board of directors of the company had considered and approved the Bill on Terminating the Issuance of H Shares and Listing on the Hong Kong Stock Exchange, and the company decided to terminate the planned issuance of H Shares and listing on the main board of the Hong Kong Stock Exchange.

2025-11-03 16:56:38

Recently, in Bazhong Economic Development Zone, Sichuan Province, the project of producing 1.5g Wh sodium-ion batteries annually was officially announced. The total investment of the project is 500 million yuan. The production line of 1.5g Wh sodium-ion batteries and the R & D and innovation center of sodium-ion batteries are planned to be constructed, with an estimated annual output value of 600 million yuan.

2025-11-03 13:22:33

On October 28, Kuqa Runshang Energy Storage Co., Ltd. issued an EPC tender for 300 MW 1.2 GWh grid-type energy storage to build 300 MW 1.2 GWh lithium iron phosphate energy storage and a 220kV step-up gathering station.

2025-10-31 15:37:09

Hu Ming, Secretary of the Party Committee of the General Institute of Electric Power Planning and Design, introduced that in the first half of the year, the equivalent utilization hours of new energy storage in China were about 570 hours, an increase of more than 100 hours over the same period of last year, especially in the peak period of this year.

2025-10-30 16:57:39

On October 28, Star Chain Zhengchu issued a notice on the rejection of the equipment production line project of the 12 GWh battery energy storage cabin and its supporting 10 GWh lithium iron phosphate battery intelligent manufacturing project (Phase I).

2025-10-29 17:13:16

On October 28, Sunshine Power released the third quarter report of 2025, Sunshine Power Q3 achieved 22.87 billion yuan of operating income, an increase of 20.83% over the same period last year; the net profit attributable to shareholders of listed companies increased by 57.04%, reaching 4.15 billion yuan.

2025-10-29 17:11:27

On October 28, Chuneng New Energy Xiangyang 70 GWh Lithium Battery Project was officially started in Xiangyang, Hubei Province! The project will build a 70 GWh modern lithium battery production base integrating advanced manufacturing, technology research and development, and industrial synergy, with the effective capacity of the largest single plant exceeding 30 GWh.

2025-10-29 17:09:39

On October 24, Ningxia Zhongwei Battery Energy Storage Project EPC General Contracting Public Bidding Project of South Grid Energy Storage Company Technology Company was announced. It is reported that the energy storage system of the project uses lithium iron phosphate batteries, and the installed capacity of the DC side is 720MW/1440MWh.

2025-10-27 17:05:51

On the morning of October 23, the world's largest photovoltaic storage project and the world's first renewable energy project to achieve "all-weather power supply", the UAE RTC photovoltaic storage project started in Abu Dhabi, the United Arab Emirates, and was jointly developed by Masdar and the UAE Hydropower Company EWEC.

2025-10-27 17:03:42

Tesla announced on October 22 that in the third quarter of 2025, the company's revenue was $28.1 billion, up 12% from the same period last year, and its net profit was $1.37 billion, down 37% from the same period last year.

2025-10-23 16:35:12

On the evening of October 20, Ningde Times (300750. SZ) released three quarterly reports. Data show that the company achieved operating income of 283.072 billion yuan in the first three quarters, an increase of 9.28% over the same period last year; the net profit of shareholders belonging to the parent company reached 49.034 billion yuan, an increase of 36.2% over the same period last year.

2025-10-21 17:12:44

Recently, according to foreign media reports, the European Union officially disclosed the core content of the draft "Industrial Accelerator Act" (Industrial Decarbon isation Accelerator Act, IDAA).

2025-10-21 17:10:55

The three major technological breakthroughs of solid-state batteries in China are expected to double the endurance. Recently, Chinese scientists have successfully solved the bottleneck problem of all-solid-state metal lithium batteries, enabling the performance of solid-state batteries to be upgraded by leaps and bounds. In the past, 100 kilograms of batteries supported up to 500 kilometers of endurance, but now it is expected to break through the ceiling of 1,000 kilometers. It will become a reality for new energy vehicles to travel from Beijing to Shanghai on a single charge.

2025-10-17 16:05:23

On October 15, 2025, Ningde Times signed a strategic cooperation agreement with Jingdong Group. The two sides will conduct in-depth cooperation in battery consumption market, green transport capacity, logistics warehousing and zero-carbon parks and other fields.

2025-10-16 16:24:01