{"id":635131,"date":"2026-05-05T03:33:59","date_gmt":"2026-05-05T10:33:59","guid":{"rendered":"https:\/\/nai500.com\/?p=635131"},"modified":"2026-05-05T03:33:59","modified_gmt":"2026-05-05T10:33:59","slug":"7-5","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/7-5\/","title":{"rendered":"7 \u5bb6\u63a8\u52a8\u7535\u52a8\u77ff\u7528\u81ea\u5378\u8f66\u7e41\u8363\u7684\u4e2d\u56fd\u80a1\u7968"},"content":{"rendered":"

\u4e2d\u56fd\u7684\u7535\u6c60\u7535\u52a8\u77ff\u7528\u81ea\u5378\u8f66\u6b63\u4ece\u8bd5\u70b9\u8d70\u5411\u6279\u91cf\u751f\u4ea7\uff0c\u6295\u8d44\u4fe1\u53f7\u5341\u5206\u660e\u786e\uff1a\u77ff\u4e1a\u7535\u6c14\u5316\u6b63\u5411\u4e2d\u56fd\u5de5\u7a0b\u3001\u4f9b\u5e94\u94fe\u548c\u8d44\u672c\u6548\u7387\u9760\u62e2\u3002\u5934\u6761\u591a\u96c6\u4e2d\u5728 Caterpillar \u7684 793 XE \u548c Hitachi \u5728\u8d5e\u6bd4\u4e9a\u7684\u53d7\u7535\u5f13\u52a9\u63a8\u88c5\u7f6e\uff0c\u4f46\u5b9e\u8d28\u6027\u89c4\u6a21\u5316\u6b63\u5728\u4e2d\u56fd\u8fdb\u884c\uff0c\u7531 XEMC \u548c XCMG \u9886\u8854\uff0c\u5728\u771f\u5b9e\u77ff\u70b9\u90e8\u7f72\u771f\u5b9e\u8f66\u961f\u3002\u90a3\u624d\u662f\u6295\u8d44\u8005\u53ef\u4ee5\u4f30\u503c\u7684\u7275\u5f15\u529b\u3002\u4ee5\u4e0b\u8bba\u8ff0\u5de5\u4e1a\u903b\u8f91\u3001\u5de5\u7a0b\u8282\u594f\uff0c\u4ee5\u53ca\u4e03\u53ea\u53d7\u76ca\u6807\u7684\u3002<\/p>\n

\u77ff\u4e1a\u7535\u6c14\u5316\u8d70\u5411\u4e2d\u56fd\u5c3a\u5ea6<\/h3>\n

\u4e2d\u56fd\u7684 XEMC \u76ee\u524d\u5728\u7164\u70ad\u548c\u91d1\u5c5e\u77ff\u533a\u8fd0\u8425\u7740 37 \u8f86\u5927\u578b\u7535\u6c60\u7535\u52a8\u521a\u6027\u81ea\u5378\u8f66\uff0c\u904d\u53ca\u4fc4\u7f57\u65af\u3001\u4e2d\u56fd\u548c\u5df4\u897f\u3002120 \u5428\u7ea7 XEG120E \u5df2\u5728\u5e73\u6714\u7684 China Coal \u4e0e\u4fc4\u7f57\u65af\u7684 Stroyservis \u51fa\u73b0\u591a\u8f66\u90e8\u7f72\uff1b\u4e24\u8f86\u8f66\u5df2\u901a\u8fc7 AIZ Group \u5728\u5df4\u897f\u9a8c\u8bc1\u8fd0\u884c\u8f6e\u5ed3\u3002\u4e24\u8f86 220 \u5428\u7ea7 XEG220E \u5728\u5e73\u6714\u548c\u5185\u8499\u53e4\u7684 CHN Energy \u7164\u77ff\u8fd0\u884c\u3002\u8fd9\u4e9b\u6570\u5b57\u5f88\u91cd\u8981\u3002\u91c7\u77ff\u4e1a\u9700\u8981\u8bc1\u660e\uff0c\u800c\u975e\u539f\u578b\u673a\uff0cXEMC \u7684\u5148\u53d1\u4f18\u52bf\u2014\u2014\u6709\u65f6\u4ee5\u5176\u5168\u8d44 Igreencle \u54c1\u724c\u51fa\u73b0\u2014\u2014\u4e3a\u77ff\u5c71\u63d0\u4f9b\u4e86\u4ea7\u80fd\u3001\u5145\u653e\u7535\u5468\u671f\u548c\u7ef4\u62a4\u65b9\u9762\u7684\u53c2\u8003\u3002\u91c7\u7528\u4e3a\u6bcf 24 \u5c0f\u65f6\u8bbe\u8ba1\u56db\u5230\u4e94\u6b21\u5145\u7535\u7684 LFP \u7535\u6c60\u6a21\u5757\u5e76\u9488\u5bf9\u6076\u52a3\u5de5\u51b5\u4f18\u5316\u7684\u786c\u4ef6\uff0c\u8fd9\u4e9b\u5361\u8f66\u5c55\u793a\u51fa\u77ff\u573a\u53ef\u4ee5\u636e\u4ee5\u89c4\u5212\u7684\u8fd0\u884c\u8f6e\u5ed3\u3002\u5bf9\u4e8e\u6bcf\u5e74\u6d88\u8017\u6570\u767e\u4e07\u5347\u67f4\u6cb9\u7684\u5927\u578b\u9732\u5929\u77ff\uff0c\u8fd9\u5bf9\u8131\u78b3\u65f6\u95f4\u8868\u6765\u8bf4\u662f\u98a0\u8986\u6027\u7684\u3002<\/p>\n

\u5de5\u7a0b\u8282\u594f\u52a0\u901f<\/h3>\n

\u5de5\u7a0b\u8282\u594f\u548c\u90e8\u7f72\u540c\u6837\u8bf4\u660e\u95ee\u9898\u3002XEMC \u5c06\u5145\u7535\u529f\u7387\u4ece 1.56 MW \u63d0\u5347\u81f3 1.84 MW\uff0c\u5c06\u5178\u578b\u5145\u7535\u7a97\u53e3\u7f29\u77ed\u81f3\u7ea6 45 \u5206\u949f\u3002\u7535\u6c60\u5bff\u547d\u4e5f\u5728\u63d0\u5347\uff1a\u4ece CATL \u7684 G Pack \u8f6c\u5411\u66f4\u9ad8\u7aef\u7684 T Pack \u540e\uff0c\u8fbe\u5230 80% \u5065\u5eb7\u72b6\u6001\u7684\u9884\u671f\u65f6\u95f4\u4ece 3\u20134 \u5e74\u4e0a\u5347\u5230\u7ea6 6 \u5e74\u2014\u2014\u8fd9\u5bf9\u91cd\u8f7d\u5de5\u51b5\u4e0b\u7684\u603b\u62e5\u6709\u6210\u672c\u81f3\u5173\u91cd\u8981\u3002\u5145\u7535\u57fa\u7840\u8bbe\u65bd\u4e5f\u66f4\u5bb9\u6613\u6574\u5408\u8fdb\u77ff\u533a\u3002\u65b0\u7ad9\u5c06\u53d8\u538b\u5668\u96c6\u6210\u8fdb\u6765\uff0c\u5c06\u4e2d\u538b\u9988\u7535\u964d\u5230\u4f4e\u538b\u914d\u7535\uff0c\u7b80\u5316\u4e86\u573a\u5730\u5efa\u8bbe\u3002\u8f66\u961f\u7684\u4eba\u673a\u5de5\u7a0b\u5728\u6539\u5584\uff1aXEG120E \u53ef\u914d\u5907\u4e24\u7aef\u6216\u56db\u7aef\u5145\u7535\u7ec8\u7aef\uff1bXEG220E \u867d\u4ecd\u4e3a\u5355\u673a\u90e8\u7f72\uff0c\u4f46\u914d\u5907\u673a\u5668\u4eba\u5145\u7535\u81c2\u4ee5\u63d0\u5347\u5b89\u5168\u6027\u548c\u5728\u7ebf\u7387\u3002\u800c\u8fd9\u5e76\u975e\u5355\u4e00\u516c\u53f8\u6545\u4e8b\u3002XCMG \u7684 XDE130E Battery \u5df2\u5728\u56fd\u5185\u6295\u4ea7\uff0c\u8ba1\u5212\u4e8e 2027 \u5e74\u4ea4\u4ed8\u6fb3\u5927\u5229\u4e9a\u3002\u8be5\u51fa\u53e3\u8def\u5f84\u8868\u660e\u5168\u7403\u91c7\u77ff\u5e02\u573a\u5bf9\u4e2d\u56fd BEV \u81ea\u5378\u8f66\u7684\u63a5\u53d7\u901f\u5ea6\u6b63\u5728\u52a0\u5feb\u3002<\/p>\n

\u77ff\u65b9\u5173\u5fc3\u7684\u539f\u56e0\uff1a\u8d44\u672c\u652f\u51fa\u3001\u8fd0\u8425\u6210\u672c\u4e0e\u8fd0\u8425\u8bb8\u53ef<\/h3>\n

\u5f53\u5145\u7535\u65f6\u95f4\u548c\u5bff\u547d\u7a33\u5b9a\u4e14\u57fa\u7840\u8bbe\u65bd\u53ef\u6807\u51c6\u5316\u65f6\uff0c\u7535\u6c60\u81ea\u5378\u8f66\u7684\u7ecf\u6d4e\u6027\u5c31\u80fd\u6210\u7acb\u3002\u4e2d\u56fd\u7684\u6574\u8f66\u5236\u9020\u5546\u3001\u7535\u6c60\u5382\u5546\u548c\u7535\u7f51\u8bbe\u5907\u5236\u9020\u5546\u6b63\u5728\u8d8b\u540c\u4e8e\u8be5\u516c\u5f0f\u3002\u6bcf\u5929\u56db\u5230\u4e94\u6b21\u7684 duty cycle \u4e0e\u4e0d\u8db3\u4e00\u5c0f\u65f6\u7684\u8865\u80fd\u610f\u5473\u7740\u5229\u7528\u7387\u4e0d\u518d\u662f\u65e9\u671f\u74f6\u9888\u3002\u5728\u8fd0\u8425\u6210\u672c\u65b9\u9762\uff0cLFP \u5316\u5b66\u4f53\u7cfb\u5e26\u6765\u53ef\u9884\u6d4b\u7684\u6bcf\u5343\u74e6\u65f6\u6210\u672c\uff0c\u800c\u96c6\u6210\u5145\u7535\uff08\u673a\u5668\u4eba\u81c2\u3001\u52a0\u56fa\u7ec8\u7aef\uff09\u964d\u4f4e\u4e86\u4eba\u5de5\u4e0e\u5b89\u5168\u98ce\u9669\u3002\u5728\u8d44\u672c\u652f\u51fa\u65b9\u9762\uff0c\u4e2d\u56fd OEM \u901a\u8fc7\u5df2\u7ecf\u4e3a\u4e58\u7528\u8f66\u3001\u7535\u52a8\u5ba2\u8f66\u548c\u50a8\u80fd\u653e\u5927\u7684\u56fd\u5185\u4f9b\u5e94\u94fe\u538b\u7f29\u6210\u672c\u66f2\u7ebf\u3002\u8fd9\u5bf9\u9762\u4e34 Scope 1 \u76ee\u6807\u548c\u793e\u533a\u538b\u529b\u7684\u77ff\u4e1a\u516c\u53f8\u5f88\u91cd\u8981\u3002\u53bb\u78b3\u5316\u7684\u8fd0\u8f93\u4e0d\u4ec5\u964d\u4f4e\u6392\u653e\u5f3a\u5ea6\uff1b\u5b83\u8fd8\u4e3a\u83b7\u5f97\u8bb8\u53ef\u8bc1\u3001\u878d\u8d44\u53ca\u4f18\u8d28\u4e70\u65b9\u5408\u540c\u6253\u5f00\u4e86\u5927\u95e8\u3002\u5317\u4eac\u7684\u4ea7\u4e1a\u653f\u7b56\u5df2\u4e8b\u5b9e\u4e0a\u5c06\u8fd9\u4e9b\u4f18\u52bf\u6253\u5305\uff0c\u5e76\u628a\u5b83\u4eec\u4ea4\u4ed8\u5230\u5168\u7403\u77ff\u573a\u7684\u4e00\u7ebf\u3002<\/p>\n

\u73b0\u5728\u503c\u5f97\u5173\u6ce8\u7684 7 \u53ea\u4e2d\u56fd\u80a1\u7968<\/h3>\n

1) Xiangtan Electric Manufacturing XEMC 600416.SH \u2013 \u8f66\u961f\u91cc\u7a0b\u7891\uff1a\u5728\u4e09\u5927\u6d32\u8fd0\u884c 37 \u8f86\u7535\u6c60\u7535\u52a8\u521a\u6027\u81ea\u5378\u8f66\uff0c\u6db5\u76d6 120 \u5428\u548c 220 \u5428\u7ea7\uff0c\u90e8\u7f72\u4e8e China Coal\u3001CHN Energy \u548c Stroyservis\u3002\u5de5\u7a0b\u4f18\u52bf\uff1a1.84 MW \u5feb\u5145\u3001\u673a\u5668\u4eba\u81c2\uff0c\u4ee5\u53ca\u4f7f\u7528 CATL T Packs \u7684\u7ea6 6 \u5e74\u7535\u6c60 SOH \u8f6e\u5ed3\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5148\u53d1\u53c2\u8003\u964d\u4f4e\u4e86\u9732\u5929\u77ff\u5c3a\u5ea6\u5316\u53bb\u78b3\u5316\u7684\u98ce\u9669\u3002<\/p>\n

2) XCMG Machinery 000425.SZ \u2013 \u4ea7\u54c1\u8282\u70b9\uff1aXDE130E Battery \u5728\u56fd\u5185\u6295\u4ea7\uff0c\u8ba1\u5212 2027 \u5e74\u8fdb\u5165\u6fb3\u5927\u5229\u4e9a\u5e02\u573a\u3002\u89c4\u6a21\u6760\u6746\uff1a\u91cd\u578b\u8bbe\u5907\u9886\u57df\u7684\u4e16\u754c\u7ea7\u5236\u9020\u4e0e\u4f9b\u5e94\u94fe\u6df1\u5ea6\u3002\u5168\u7403\u5f71\u54cd\uff1a\u52a0\u901f\u51fa\u53e3\u7ea7 BEV \u8fd0\u8f93\u9009\u9879\uff0c\u4ece\u8bd5\u70b9\u5411\u6807\u51c6\u5316\u5305\u88f9\u6269\u5c55\u3002<\/p>\n

3) China Coal Energy 601898.SH, 1898.HK \u2013 \u8fd0\u8425\u4fe1\u53f7\uff1a\u5728\u5c71\u897f\u5e73\u6714\u7efc\u5408\u4f53\u8fdb\u884c\u591a\u8f66 BEV \u81ea\u5378\u8f66\u90e8\u7f72\u3002\u8d22\u52a1\u63a8\u6f14\uff1a\u4f5c\u4e3a\u4e00\u7ebf\u56fd\u4f01\u77ff\u5546\u7684\u5927\u89c4\u6a21\u91c7\u8d2d\u4e0e\u4ea7\u51fa\u6570\u636e\u53ef\u50ac\u5316\u7164\u70ad\u4e0e\u91d1\u5c5e\u884c\u4e1a\u7684\u66f4\u5e7f\u6cdb\u91c7\u7528\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728\u9ad8\u5229\u7528\u7387\u573a\u666f\u4e0b\u9a8c\u8bc1\u4e2d\u56fd BEV \u81ea\u5378\u8f66\u3002<\/p>\n

4) Contemporary Amperex Technology CATL 300750.SZ \u2013 \u6280\u672f\u951a\uff1a\u4ece G Pack \u5230 T Pack \u7684\u5347\u7ea7\u8def\u5f84\u5c06\u91cd\u8f7d\u7535\u6c60\u5bff\u547d\u63a8\u5411\u7ea6 6 \u5e74\u8fbe\u5230 80% SOH\u3002\u89c4\u6a21\uff1a\u65e0\u53ef\u5339\u654c\u7684 LFP \u4ea7\u80fd\u3001\u6210\u672c\u9886\u5bfc\u529b\u53ca\u5728\u8d8a\u91ce\u3001\u516c\u4ea4\u4e0e\u56fa\u5b9a\u50a8\u80fd\u9886\u57df\u7684\u751f\u6001\u5408\u4f5c\u3002\u5168\u7403\u5f71\u54cd\uff1a\u964d\u4f4e 100\u2013220 \u5428\u7ea7 BEV \u5361\u8f66\u7684\u603b\u62e5\u6709\u6210\u672c\uff0c\u4f7f\u4e2d\u7b49\u89c4\u6a21\u77ff\u4f01\u7684\u8131\u78b3\u53ef\u6295\u8d44\u5316\u3002<\/p>\n

5) China Shenhua Energy 601088.SH, 1088.HK \u2013 \u8f66\u961f\u50ac\u5316\u5242\uff1aCHN Energy \u5728\u5185\u8499\u53e4\u7684\u7164\u77ff\u6b63\u5728\u8fd0\u884c 220 \u5428\u7ea7 XEG220E\u3002\u8fd0\u8425\u6d1e\u89c1\uff1aShenhua \u53ef\u5c06 BEV \u8fd0\u8f93\u6570\u636e\u8f6c\u5316\u4e3a\u6807\u51c6\u5316\u62db\u6807\uff0c\u63a8\u52a8\u4e2d\u56fd\u6700\u5927\u4e00\u4f53\u5316\u7164\u7535\u7ec4\u5408\u7684\u8f66\u961f\u6362\u4ee3\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728\u4e16\u754c\u4e0a\u6700\u8270\u5de8\u7684\u7164\u70ad\u4f5c\u4e1a\u4e2d\u4f7f\u5927\u5bb9\u91cf\u7535\u6c60\u8fd0\u8f93\u5e38\u6001\u5316\u3002<\/p>\n

6) BYD 1211.HK, 002594.SZ \u2013 \u7535\u6c60-\u5de5\u4e1a\u98de\u8f6e\uff1a\u4f5c\u4e3a\u5168\u7403\u6700\u5927\u7684 EV \u751f\u4ea7\u5546\uff0cBYD \u7684 LFP \u6210\u672c\u66f2\u7ebf\u3001\u7535\u6c60\u5305\u96c6\u6210\u4e0e\u5546\u7528\u8f66\u7ecf\u9a8c\u6b63\u627e\u5230\u8fdb\u5165\u8d8a\u91ce\u5e94\u7528\u4e0e\u5145\u7535\u751f\u6001\u7684\u8def\u5f84\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u603b EV \u4ea7\u91cf\u4e0a\u8d85\u8fc7 Tesla \u5f3a\u8c03\u4e86\u53ef\u6ea2\u51fa\u7684\u5236\u9020\u8282\u594f\uff0c\u53ef\u80fd\u52a9\u63a8\u77ff\u4e1a\u7535\u6c14\u5316\u3002\u5168\u7403\u5f71\u54cd\uff1a\u52a0\u6df1\u4e2d\u56fd\u5728\u7535\u6c60\u4ef7\u683c\u4e0a\u7684\u9886\u5148\u5730\u4f4d\uff0c\u538b\u7f29\u77ff\u5c71\u7684\u56de\u6536\u671f\u3002<\/p>\n

7) Cambricon 688256.SH \u2013 \u6570\u5b57\u5c42\u9762\uff1a2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u98d9\u5347 160% \u81f3 4.23 \u4ebf\u7f8e\u5143\uff0c\u53d7\u56fd\u5185 AI \u9700\u6c42\u9a71\u52a8\u3002\u5e94\u7528\uff1a\u4e3a\u81ea\u6cbb\u8fd0\u8f93\u3001\u8def\u7ebf\u4f18\u5316\u4e0e BEV \u8f66\u961f\u7684\u80fd\u91cf\u7ba1\u7406\u63d0\u4f9b AI \u52a0\u901f\u5668\u4e0e\u8fb9\u7f18\u63a8\u7406\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728 Nvidia \u5728\u4e2d\u56fd\u5e02\u573a\u4efd\u989d\u964d\u81f3\u96f6\u7684\u80cc\u666f\u4e0b\uff0c\u5f3a\u5316\u56fd\u5185\u8ba1\u7b97\u6808\uff0c\u51cf\u5c11\u667a\u80fd\u91c7\u77ff\u7684\u5916\u90e8\u74f6\u9888\u3002<\/p>\n

\u5168\u7403\u4f9b\u5e94\u94fe\u56f4\u7ed5\u4e2d\u56fd\u6280\u672f\u6808\u518d\u6821\u51c6<\/h3>\n

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2026 \u5e74\u9700\u5173\u6ce8\u7684\u4e8b\u9879<\/h3>\n

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