The United Nations Environment Programme (UNEP) released the "2023 Emissions Gap Report" The global production capacity of large cylindrical batteries exceeds 450 GWh

United Nations Environment ProgrammeLaunch of the 2023 Emissions Gap Report

11月21日，United Nations Environment Programme发布《2023年排放差距报告：打破纪录——气温创下新高，世界未能到达减排目标》。报告显示，各国必须采取比目前在《巴黎协定》中承诺的更强硬的减排措施，否则到2030年将面临全球变暖2.5-2.9摄氏度。且到2030年，全球碳排放量必须下降28%至42%，才能达到《巴黎协定》中控制全球变暖气温在1.5-2摄氏度的目标。

《Photovoltaic modulesThe first batch of self-discipline conventions on integrity calibration and traceability of power specifications was signed

中国光伏行业协会11月21日官微消息，近日中国光伏行业协会在充分征求行业意见的基础上，起草了《Photovoltaic modules功率规范诚信标定和溯源自律公约》，并报协会常务理事会审议通过。截至2023年11月10日，共有40家企业完成签署，已经覆盖了将近占据国内产能70%的组件企业，签约企业名单将于12月15日中国光伏行业协会召开的“2023光伏行业年度大会”期间正式公布。

The global production capacity of large cylindrical batteries exceeds 450 GWh

On November 21, GGII released the "2023 Blue Book on the Development of China's Large Cylindrical Lithium Battery Industry" at the 2023 Gaogong Lithium Battery Annual Conference, as of October 2023, the global large cylindrical battery has a production capacity of more than 450 GWh, and the current 46 series large cylindrical all-tab batteries have been mass-produced abroad, and China is in the stage of small batch shipment and sample delivery. It is estimated that from 2022 to 2027, the global shipment of large cylindrical batteries will have room for growth of 35 times, and it is expected that during this period, the market size of China's large cylindrical battery production equipment will have more than 14 times growth space.

PowerChina won the bid for 800 MWIntegration of optical energy and storageEPCGeneral Contractingproject

中国电建(601669.SH)11月21日公告，近日，公司下属子公司中国电建集团海南电力设计研究院有限公司，中标钦州市钦南区800 MWIntegration of optical energy and storageEPCGeneral Contractingproject，中标金额约为54.75亿元。本project建设内容包括光伏场区、35 kV集电线路、220 kV升压站、220 kV接入电网工程General Contracting。施工总工期约为464日历天。目前相关方尚未正式签署合同。

CATL will supply lithium iron phosphate batteries to Stellantis

Stellantis Group and CATL (300750.SZ) announced on November 21 that they have signed a non-binding memorandum of understanding. The MOU stipulates that CATL will supply lithium iron phosphate (LFP) battery cells and modules to Stellantis Group in Europe to support Stellantis' electric vehicle production in the European market.

Changan Automobile signed a battery swap business cooperation agreement with NIO

On November 21, Changan Automobile (000625.SZ) and NIO signed a cooperation agreement on battery swap business in Chongqing, under which the two parties will cooperate in promoting the establishment of battery swap standards, the construction and sharing of battery swap networks, the research and development of battery swap models, and the establishment of an efficient battery asset management mechanism.

Heilongjiang ProvinceNew energyThe Group was incorporated

11月21日消息，天眼查App显示，近日Heilongjiang ProvinceNew energy集团有限公司成立，法定代表人为刘轶，注册资本10亿元，经营范围含新兴能源技术研发、风电场相关系统研发、以自有资金从事投资活动、风力发电技术服务、太阳能发电技术服务、储能技术服务、工程管理服务等。

Volkswagen Group's first wholly-owned subsidiary in ChinaBattery packThe plant was put into operation

11月21日消息，大众汽车（安徽）零部件有限公司在安徽合肥投产。该公司是大众集团在中国首个独资Battery pack生产工厂，是大众安徽整车的核心供应商。目前相关Battery pack产品已会同整车完成测试定型，于本月正式量产。同时，大众安徽也将于年底正式量产基于MEB平台生产的纯电动车型。