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2026-07-08
17:46
NVIDIA Down 1.8% Premarket; Market Cap Evaporates USD1T in Less Than 2 Mths; Valuation Hits Lowest Since Early 2019

Middle East tensions escalated rapidly after US President Donald Trump said the temporary ceasefire agreement between the US and Iran ended. DJIA futures once tumbled more than 700 points and last slid 649 points or 1.2%; S&P 500 futures and Nasdaq futures last sank 1% and 1.5% respectively. AI chip giant NVIDIA Corporation (NVDA.US) dipped 1.8% pre-market at USD193.42.

NVIDIA has seen approximately USD1 trillion wiped off its market cap in less than two months, with its share price retreating to valuation levels set before the AI boom. Since setting a record high on May 14, the stock has grossed a decline of 18.2% as investors adjust AI trading strategies, selling NVIDIA and rotating into other semiconductor makers, particularly memory-related stocks.

According to data compiled by Bloomberg, the sell-off has pushed NVIDIA's forward PE down to 18x, the lowest since early 2019. The former market leader is now cheaper than the S&P 500, and the tech-heavy Nasdaq 100. The contraction in NVIDIA's valuation is not owing to deteriorating prospects, as analysts continued to raise earnings forecasts for the coming quarters.

The sell-off reflects a rotation in AI trades toward other segments, such as memory and storage stocks including Micron Technology, Inc. (MU.US). Even NVIDIA's rivals Advanced Micro Devices, Inc. (AMD.US) and Intel Corporation (INTC.US) have logged their share prices more than double or even triple this year.
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16:55
DJIA Futures Tumbles 600Pts+; European Stocks Broadly Lower in Early Trade; Trump Says Temporary US-Iran Ceasefire Ends, Urges Full Trade Cutoff With Spain

The Middle East situation has deteriorated further. Iran's Islamic Revolutionary Guard Corps (IRGC) said that after the US launched a series of military strikes against Iran in response to attacks on oil tankers in the Strait of Hormuz, Iran attacked US military targets in Bahrain and Kuwait, and shot down a US MQ-9 drone that attempted to interfere with the operation.

After US President Donald Trump said the temporary US-Iran ceasefire agreement has ended, international oil prices jumped up more than 6%. Futures for the three major US stock indices moved lower, with DJIA futures down 627 pts, or nearly 1.2%, at 52,570, while S&P 500 futures and Nasdaq futures fell 0.9% and 1.4%, respectively. Spot gold fell nearly 1% to USD4,065 per ounce.

Memory chip stocks were broadly under pressure in pre-market trading, with Micron Technology, Inc. (MU.US) down 5.2% pre-market, while Seagate Technology Holdings PLC - Ordinary Shares (Ireland) (STX.US), Western Digital Corporation (WDC.US) and Sandisk Corporation (SNDK.US) dived 4.2-5.4% pre-market.

Major European stock markets broadly declined in early trading today. The pan-European STOXX 600 sagged nearly 1.5% to 636.91. The UK's FTSE 100 lost 1.3% to 10,523. France's CAC faded nearly 1.8% to 8,282. Germany's DAX slid 2.1% to 24,940. Italy's FTSE MIB dropped nearly 1.4% to 51,747. Spain's IBEX 35 index lost nearly 2.2% to 19,215. Trump said he did not want any dealings with Spain and wanted to sever all trades.
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15:15
WuXi Biologics Achieves MSCI ESG AAA Rating and MSCI Selection Indexes Inclusion for Fourth Consecutive Year

  • Maintained the highest MSCI AAA ESG Rating for the fourth consecutive year under the new ESG Model 5.0 (2026)
  • Included in the MSCI ESG Selection Indexes for the fourth consecutive year
  • Leader in Green CRDMO solutions for a healthier future

SHANGHAI, July 8, 2026 /PRNewswire/ -- WuXi Biologics (2269.HK), a leading global Contract Research, Development, and Manufacturing Organization (CRDMO), today announced that it has achieved MSCI's highest AAA ESG rating and been included in the MSCI 2026 Selection Indexes for the fourth consecutive year, underscoring global capital markets' recognition of the company's sustainability commitment and leadership in the biopharmaceutical industry.


This recognition is driven mainly by the evaluation of strong and sustained performance excellence across key ESG topics, including Product Safety and Quality, Human Capital Development, Corporate Governance and Corporate Behavior, and Climate Change. This year's rating is particularly meaningful as it was attained under MSCI ESG Model 5.0, the most significant revision since the rating system was established. Under the updated model, approximately 37% of rated issuers experienced rating changes, while WuXi Biologics successfully retained its AAA rating, demonstrating the robustness, adaptability, and long-term resilience of the company's ESG management system.


The MSCI Selection Indexes are designed to showcase the performance of companies with high ESG ratings relative to their sector peers. They are built especially for institutional investors seeking companies with a strong sustainability profile and a relatively low tracking error in relation to the underlying equity market. According to MSCI, the ETFs and ETF assets linked to the MSCI Sustainability and Climate Change indexes rank in the top globally among others.

Dr. Chris Chen, WuXi Biologics CEO and Chairman of the ESG Committee, commented, "We are honored to have once again achieved MSCI's highest AAA rating and been included in the MSCI Selection Indexes for the fourth consecutive year. This achievement validates our sustained efforts and continuous progress in sustainability. As a global leader in Green CRDMO, we consistently deliver ESG excellence, enable clients worldwide to fulfill their ESG commitments, and work with all stakeholders to promote responsible practices throughout the entire value chain."

Over the years, WuXi Biologics' consistent efforts to promote sustainable development have received notable recognition from leading global ESG rating agencies, including the EcoVadis Platinum Medal; a listing in Dow Jones Best‑in‑Class World Index and Emerging Markets Index; "A List" status from CDP for Climate Change, Water Security, and Supplier Engagement Assessment; the highest negligible-risk rating by Morningstar Sustainalytics, and designation as a Sustainalytics industry and regional ESG Leader; inclusion in the FTSE4Good Index Series; a "Prime" designation from ISS ESG Rating; and inclusion in the Hang Seng Corporate Sustainability Benchmark Index.

DISCLAIMER STATEMENT

THE INCLUSION OF WUXI BIOLOGICS IN ANY MSCI INDEX, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR INDEX NAMES HEREIN, DO NOT CONSTITUTE A SPONSORSHIP, ENDORSEMENT OR PROMOTION OF WUXI BIOLOGICS BY MSCI OR ANY OF ITS AFFILIATES. THE MSCI INDEXES ARE THE EXCLUSIVE PROPERTY OF MSCI. MSCI AND THE MSCI INDEX NAMES AND LOGOS ARE TRADEMARKS OR SERVICE MARKS OF MSCI OR ITS AFFILIATES.

About WuXi Biologics

WuXi Biologics (stock code: 2269.HK) is a leading global Contract Research, Development and Manufacturing Organization (CRDMO) offering end-to-end solutions that enable partners to discover, develop and manufacture biologics — from concept to commercialization — for the benefit of patients worldwide*.

With over 13,000 employees in China, the United States, Ireland, Germany, and Singapore — including experts and scientists in biologics R&D and manufacturing, technology innovation, and operational excellence — WuXi Biologics leverages its technologies and expertise to deliver efficient, cost-effective, and scalable biologics solutions tailored to meet clients' needs. By embedding digital capability and infrastructure across the full biopharmaceutical value chain, the company turns data, computation, and prediction into transparent client experience, faster development, intelligent operations, and more efficient manufacturing. As of April 30, 2026, WuXi Biologics is supporting 982 integrated client projects, including 78 in Phase III and 25 in commercial manufacturing, with complex modalities representing more than half of the entire project portfolio.

WuXi Biologics regards sustainability as the cornerstone of long-term business growth. The company continuously drives technology innovations to offer advanced end-to-end Green CRDMO solutions for its global partners while demonstrating exemplary Environmental, Social and Governance (ESG) practices. Committed to creating shared value, it collaborates with all stakeholders to foster positive social and environmental impacts, and promote responsible practices that empower the entire value chain.

For more information about WuXi Biologics, please visit: www.wuxibiologics.com.

*The winner of the "2026 Biologics CDMO of the Year" (Large CDMOs) (Life Science Connect / Outsourced Pharma)

*The winner of the "2026 Best Contract Development & Manufacturing Organization Award" (ABEA)

Contacts

ESG
[email protected]

Media
[email protected]

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10:21
2026年第二季度,極兔速遞的日均包裹量突破1億件

東南亞地區包裹量同比增長63.2%,其他市場包裹量同比增長136.5%

香港2026年7月8日 /美通社/ -- 全球物流服務提供商極兔速遞環球有限公司(簡稱「極兔速遞」或「極兔」,亦或「該公司」,股票代碼:1519.HK)今天公佈了其截至2026年6月30日的第二季度業務最新情況及運營指標。報告期內,該公司的總包裹量達91.77億件,同比增長24.2%,日均包裹量達1.01億件。季度日均包裹量突破1億件大關,這標誌著該公司的業務發展邁入新階段。非中國市場包裹量達29.66億件,同比增長66.9%,佔總包裹量的32.3%,較去年同期提升8.3個百分點。今年上半年,該公司的總包裹量達175.03億件,同比增長25.1%,非中國市場包裹佔比33.6%,同比提升9.4個百分點。該公司整體保持強勁增長,東南亞及其他市場維持高增速,中國市場實現穩健增長,全球網絡的規模與運營能力持續提升。

作為東南亞領先的快遞物流服務商,極兔速遞在2026年第二季度於該區域保持強勁增長:東南亞區域包裹量達27.55億件,同比增長63.2%,日均包裹量達3030萬件。今年上半年,該區域包裹量達55.23億件,同比增長71.2%。該公司持續通過網絡優化與基礎設施投資,來提升區域履約能力。截至2026年6月30日,東南亞分揀中心數量較2025年末新增6座,達127座;自動化分揀線新增11條,達75條,為該區域持續旺盛的電商與快遞需求提供了有力支撐。

在中國市場,極兔速遞主動調整策略,持續優化網絡結構、客戶資源與運營效率,以此來適應行業變化。2026年第二季度,中國包裹量達62.11億件,同比增長10.6%,日均包裹量達6820萬件。今年上半年,中國自動化分揀線新增8條,總數達346條,進一步支撐包裹量增長,提升分揀效率。

在其他市場,2026年第二季度包裹量達2.11億件,同比增長136.5%,日均包裹量達230萬件。同比增速較第一季度進一步提升。該公司持續把握拉美和中東等區域的電商發展與跨境物流機遇,深化與TikTok、TEMU、SHEIN、全球速賣通等全球電商平台,以及Mercado Libre(美客多)等當地電商平台的合作,進一步拓展新興市場業務機會。伴隨業務擴張,截至2026年6月30日,其他市場的網點數量較2025年末新增約700個,總數達2700個;分揀中心新增8座,總數達52座,為其他市場業務的快速規模化擴張提供了支撐。

極兔速遞的全球業務佈局與增長前景持續獲得資本市場的關注。2026年6月,該公司被納入恆生指數成分股,正式躋身港股藍籌股行列,體現了市場對其業務韌性與長期價值的高度認可。該公司將圍繞客戶需求持續提升服務質量與運營效率,繼續對基礎設施進行投資,強化全球物流網絡開發,為長期穩健發展築牢根基。

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08:42
Amazon Reportedly Plans to Issue at Least USD25B Bonds

Amazon.com, Inc. (AMZN.US) plans to issue at least USD25 billion of bonds to step up investment in AI infrastructure, Bloomberg, citing sources, reported. The final issuance size will depend on investor subscription and could be increased.

Amazon is reportedly planning to issue up to eight tranches of bonds with maturities ranging from 3 years to 40 years. The spread on the longest-dated bonds due in 2066 narrowed by 0.2 ppts to around 1.25 ppts above US Treasuries.
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06:32
J&T Express Average Daily Parcel Volume Exceeds 100 Million in the Second Quarter of 2026

Southeast Asia Parcel Volume Up 63.2% YoY and Other Markets Parcel Volume Up 136.5% YoY

HONG KONG, July 8, 2026 /PRNewswire/ -- J&T Global Express Limited ("J&T Express" or "J&T" or the "Company", stock code: 1519.HK), a global logistics service provider, today announced its business update and operating metrics for the second quarter ended June 30, 2026. During the reporting period, the Company's total parcel volume reached 9.177 billion, up 24.2% year-on-year ("YoY"), with average daily parcel volume reaching 101 million. The quarterly average daily parcel volume crossed the 100 million milestone, marking a new stage in the Company's business development. Non-China parcel volume reached 2.966 billion, up 66.9% YoY, accounting for 32.3% of total parcel volume and representing an increase of 8.3 percentage points from the same period last year. For the first half of the year, the Company's total parcel volume reached 17.503 billion, up 25.1% YoY, while non-China parcels accounted for 33.6%, an increase of 9.4 percentage points YoY. The Company maintained strong growth overall. Southeast Asia and other markets sustained high growth, China delivered steady growth, and the scale and operating capabilities of the global network continued to improve.

As a leading express logistics provider in Southeast Asia, J&T Express maintained strong growth in the region in the second quarter. Parcel volume in Southeast Asia reached 2.755 billion, up 63.2% YoY, with average daily parcel volume reaching 30.3 million. For the first half of the year, parcel volume in the region reached 5.523 billion, up 71.2% YoY. The Company continued to enhance regional fulfillment capabilities through network optimization and infrastructure investment. As of June 30, 2026, the number of sorting centers in Southeast Asia increased by 6 from the end of 2025 to 127, while automated sorting lines increased by 11 to 75, providing strong support for the region's sustained robust e-commerce and express delivery demand.

In China, J&T Express adapted to industry changes by proactively adjusting its strategy and continuing to optimize its network structure, customer resources and operating efficiency. In the second quarter, parcel volume in China reached 6.211 billion, up 10.6% YoY, with average daily parcel volume reaching 68.2 million. In the first half of the year, automated sorting lines in China increased by 8 to 346, further supporting parcel volume growth and improved sorting efficiency.

In other markets, parcel volume in the second quarter reached 211 million, up 136.5% YoY, with average daily parcel volume reaching 2.3 million. The YoY growth rate further increased from the first quarter. The Company continued to capture e-commerce development and cross-border logistics opportunities in regions including Latin America and the Middle East, and deepened cooperation with global e-commerce platforms such as TikTok, TEMU, SHEIN and AliExpress, as well as local e-commerce platforms including Mercado Libre, further expanding its business opportunities in emerging markets. Along with business expansion, as of June 30, 2026, the number of outlets in other markets increased by about 700 from the end of 2025 to 2,700, and the number of sorting centers increased by 8 to 52, providing support for the rapid scale-up of business in other markets.

J&T Express' global footprint and growth prospects continued to attract capital market attention. In June, the Company was included as a constituent of the Hang Seng Index, officially joining the ranks of Hong Kong blue-chip stocks, reflecting the market's strong recognition of the Company's business resilience and long-term value. The Company will continue to improve service quality and operating efficiency around customer needs, continue to invest in infrastructure and strengthen the development of its global logistics network, laying a solid foundation for long-term and steady development.

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2026-07-07
22:23
雲頂新耀宣佈完成與Travere Therapeutics關於希布替尼(EVER001)的獨家授權許可與合作協議交割

上海2026年7月7日 /美通社/ -- 雲頂新耀(HKEX 1952.HK)是一家專注於創新藥研發、臨床開發、製造及商業化的生物製藥公司,今日宣佈,已根據協議條款完成與Travere Therapeutics, Inc.(NASDAQ: TVTX,以下簡稱「Travere Therapeutics」)關於EVER001(希布替尼,civorebrutinib)的獨家授權許可與合作協議交割,表明該交易已滿足必要監管程序等約定交割條件,充分體現了公司承諾兌現的執行能力。雙方合作將正式進入實施階段,並將共同推進EVER001的後續開發與商業化。

根據協議,Travere Therapeutics將獲得EVER001除大中華區及部分東南亞國家以外區域的獨家開發及商業化權益。雲頂新耀將於交割後獲得1.125億美元的首付款,並有資格在最多五個適應症上獲得高達10.3億美元的開發、註冊及商業化里程碑付款。此外,公司還將基於EVER001的未來年度淨銷售額,獲得從高個位數至雙位數百分比的分級特許權使用費。

EVER001是雲頂新耀的新一代共價可逆布魯頓酪氨酸激酶(BTK)抑制劑,具備「一個可以開發多種適應症的藥物(pipeline-in-a-product)」的開發潛力。與共價不可逆BTK抑制劑相比,EVER001作為一款潛在的同類最佳產品,在保持高活性的同時具有高選擇性,避免持續抑制帶來的毒副作用,有望為全球逾1000萬患有原發性膜性腎病(PMN)、IgA腎病、微小病變性腎病(MCD)、局灶節段性腎小球硬化(FSGS)和狼瘡性腎炎等疾病的患者提供更多治療選擇,並展現出潛在的廣泛應用價值。

此次授權許可與合作協議的交割完成,將加速EVER001在多種自身免疫性腎臟疾病領域的全球開發與商業化進程,進一步釋放其作為潛在同類最佳療法的臨床價值和市場潛力,為全球患者帶來更具突破性的創新治療方案。

關於希布替尼(EVER001)
希布替尼(EVER001)是一款新一代共價可逆的布魯頓酪氨酸激酶(BTK)抑制劑,由蘇州信諾維醫藥自主研發,並於2021年9月與中國抗體(3681.HK)共同授予雲頂新耀在全球範圍內腎臟疾病領域開發和商業化的權利。該產品正在全球範圍內開發用於治療腎病。BTK是B細胞受體信號通路的重要組成部分,可調節B淋巴細胞的存活、激活、增殖和分化。因此,應用小分子抑制劑靶向BTK是治療B細胞淋巴瘤和自身免疫性疾病的有效選擇。

關於雲頂新耀
雲頂新耀是一家專注於創新藥研發、臨床開發、製造和商業化的生物製藥公司,致力於滿足全球市場尚未滿足的醫療需求。雲頂新耀的管理團隊在中國及全球領先製藥企業擁有深厚的專長和豐富的經驗。公司在浙江嘉善擁有具備商業化規模的全球生產基地,並依據中國、美國及歐盟標準建立了完善的GMP生產質量管理體系。

公司聚焦自身免疫、眼科、急重症及CKM(心血管、腎臟及代謝)等疾病治療領域,已打造集全渠道商業化體系與藥品全生命週期商業化能力於一體的商業化平台,並以擁有全球權益的自研mRNA平台為基礎,持續推進mRNA in vivo CAR-T與mRNA腫瘤疫苗等現有管線,同時通過引進及生態孵化潛力平台,拓展研發能力,同時強化全球化佈局,加快國際化發展進程。更多信息,請訪問公司官網:www.everestmedicines.com

關於 Travere Therapeutics

Travere是一家生物製藥公司,其使命是「專注罕病,終身承諾(In Rare For Life)」。團隊日復一日地齊心協力,幫助來自不同背景的患者、家庭及照護者應對罕見疾病帶來的生活挑戰。在這條道路上,Travere深知治療選擇的需求刻不容緩,因此Travere的全球團隊與罕見疾病社群合作,共同識別、開發及提供改變生命的療法。為實踐此使命,Travere持續尋求理解罕見疾病患者的不同觀點,勇敢開闢新路徑,以改變其生活並帶來希望——無論是今天還是未來。有關更多資料,請參閱 travere.com


前瞻性聲明
本新聞稿所發佈的信息中可能會包含某些前瞻性表述,乃基於本公司或管理層在做出表述時對公司業務運營情況及財務狀況的現有看法、相信、和現有預期,可能會使用「將」、「預期」、「預測」、「期望」、「打算」、「計劃」、「相信」、「預估」、「確信」及其他類似詞語進行表述。這些前瞻性表述並非對未來業績的保證,會受到風險、不確性及其他因素的影響,有些乃超出本公司的控制範圍,難以預計。因此,受我們的業務、競爭環境、政治、經濟、法律和社會情況的未來變化及發展等各種因素及假設的影響,實際結果可能會與前瞻性表述所含資料有較大差別。本公司及各附屬公司、各位董事、管理人員、顧問及代理未曾且概不承擔更新該稿件所載前瞻性表述以反映在本新聞稿發佈日後最新信息、未來項目或情形的任何義務,除非法律要求。

本新聞稿以中文及英文發佈。如中英文版本之間存在任何歧義、不一致或翻譯差異,本公司不就因翻譯、詮釋或理解差異而產生的任何損失或責任承擔責任。

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14:54
Counterpoint Research: CN Smartphone Sales Fall 13% During 618 Shopping Festival

China's smartphone sales faded 13% YoY during the month-long 618 shopping festival, mainly because brands raised selling prices to compensate higher memory costs, Counterpoint Research data showed.

Except for Huawei, other major Chinese brands recorded double-digit sales declines between May 26 and June 21. Among them, Honor's sales plummeted 33%; XIAOMI-W (01810.HK)'s fell 24%; and Apple Inc. (AAPL.US)'s also declined 9%. In contrast, Huawei's sales grew 19% during the period.
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AASTOCKS Financial News
Website: www.aastocks.com

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12:34
As Apple Nears Mass Production Milestone for First Foldable Device, LENS and Foxconn Reportedly Offering High-Pay Temporary Jobs

As Apple Inc. (AAPL.US) approaches the mass production milestone for its first foldable device, the device's UTG ultra-thin flexible glass cover plate, the outermost protective layer of the foldable screen, will be supplied by LENS (06613.HK)(300433.SZ), while final assembly will be handled by Foxconn, according to Lanjing Finance, citing sources.

As mass production ramp-up begins, Foxconn has fully entered production preparation mode. In a bid to supplement production line manpower, the factory is reportedly recruiting temporary workers, summer workers and hourly workers at RMB22-26 per hour for a three-month period from July to October.

At the same time, it is also recruiting full-time employees, with a base salary of RMB2,600 during the probation period and RMB2,950 after confirmation. Including overtime pay, performance bonuses and night-shift subsidies, total income is higher than that of ordinary production lines. In addition, temporary workers can start work immediately without medical examinations.

LUXSHARE ICT (02475.HK)(002475.SZ) is actively developing hinge technology and intends to enter Apple's supply chain for subsequent models, sources divulged.
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11:41
寧德時代發佈全球首款實證型鈉電儲能場站解決方案

慕尼黑2026年7月7日 /美通社/ -- 2026年6月22日,寧德時代在德國慕尼黑舉辦了天恆 2026全球發佈會,發佈了全球首款場站級鈉電儲能解決方案,推出了實證型鈉電儲能系統——天恆鈉電。該系統為客戶提供更穩定、更可靠、更高收益的全方位省心體驗。發佈會上,寧德時代宣佈鈉電儲能解決方案及供應鏈均已達到商業化水平,即將開啟規模化交付。

寧德時代儲能事業部首席技術官、儲能技術中心主任吳殿峰指出,「鈉資源有著遍佈全球、儲量豐富、寬溫域、長壽命等特徵,與鋰共同構成下一代儲能體系的兩大基石。」 

寧德時代儲能事業部首席技術官、儲能技術中心主任 吳殿峰
寧德時代儲能事業部首席技術官、儲能技術中心主任 吳殿峰

「真正好的儲能系統,既要有今天的經濟性,也要能面對明天的不確定性。」寧德時代儲能事業部首席技術官、儲能歐洲業務部總裁許金梅表示,天恆鈉電儲能系統,正是要為儲能投資者交付可見的確定性。

寧德時代儲能事業部首席技術官、儲能歐洲業務部總裁 許金梅
寧德時代儲能事業部首席技術官、儲能歐洲業務部總裁 許金梅

天恆鈉電儲能系統單套設備最高能量可達30MWh以上,採用能量倉與功率倉分離的全模塊化設計理念。這套系統可實現1GWh場站僅需34套設備,工程部署大幅簡化。同時,系統配置更自由,能量與功率解耦,支持1、2、4、6、8小時儲能時長靈活配置。故障模塊可快速隔離獨立更換,整站在線率顯著提升,使運營維護成本降低。


天恆鈉電儲能整站平台專為鈉電體系設計開發,針對鈉離子電池的電壓特性,寧德時代專項研發了匹配PCS的Bi-DC 雙向控壓系統,能夠始終保持PCS的最優工況。除了擁有廣泛的PCS兼容性和更強的電網支撐能力,Bi-DC 雙向控壓系統可以讓整站RTE提升近2%,對於一個 1 GWh 的儲能電站,這意味著每年多發數百萬度電,大幅提升項目經濟性和長期資產回報。除此之外,寧德時代還專為鈉離子儲能系統設計了 BMS系統,利用鈉電無平台電壓區的特性和更強的過充能力,實現更精準的SOC估算和策略。針對當前業內儲能電站傳統放射形拓撲導致單點故障引發大面積斷電的頑疾,寧德時代創新性提出了毫秒級自愈系統,整套方案實現200毫秒內完成故障定位與隔離、150毫秒內非故障區域自動恢復供電,將故障處理從行業常見的「數周」壓縮至350毫秒。


在性能上,天恆鈉電儲能系統實現了五大核心突破。首先,該系統在25 ℃下擁有 15000 次超長循環壽命;其次,在-20℃下系統容量保持率超過92%,在45℃時系統循環壽命仍大於 10000 次;第三,與磷酸鐵鋰電池相比,天恆鈉電儲能的鈉電材料體系膨脹力降低了40%,熱失控時表面溫度降低 60%,產氣量減少 35%,過充 SOC 臨界點提升至140%,從根源上,熱失控的概率就被大幅降低;第四是極致低輔源功耗,獨特的機組上出風設計使系統產熱比傳統方案低近 30%,疊加高效液冷機組,系統輔源功耗從鋰電行業平均的 2% 降到了 1%;第五是優異的靜音表現,天恆鈉電儲能運行噪音只有 65 分貝,可靈活適配城市、居民區周邊等噪聲敏感場景。

交付節奏上,中國市場將於今年9月向客戶正式交付首批鈉電儲能系統,2026年底實現全年1GWh出貨,全球市場將於明年6月啟動交付。這意味著,鈉離子電池產業正式邁入GWh級規模化應用新階段。

同時,天恆鈉電儲能是全球首款實證型鈉電儲能系統。實證,就意味著不依賴單一參數,而是以全尺寸、整站為檢驗單元,經過最接近真實場景、真實環境、真實電網、真實運行條件的系統性驗證。這一實證能力,來自於寧德時代投資約30億元人民幣的廈門實證儲能科技研究院。它由五大創新實驗室構成,是目前全球規模最大、檢測能力最完整的儲能系統全場景、一站式檢測與實證平台。實證平台與TUV南德、TUV萊茵等機構合作提供「一測多證」服務,推動實證型儲能成為行業准入標準。

隨著首款實證型鈉電儲能系統全球首發、全球最大鈉電商業訂單逐步落地、向全行業開放的實證平台亮相,一份貫穿研發、驗證、交付與運營的全方位確定性正交付到客戶手中。這將為儲能投資者創造更可預期的長期收益、更低的投資風險,以及佈局長時儲能的堅定底氣。寧德時代將攜手全球夥伴,共啟鈉電儲能規模化元年,為全球能源系統注入更確定的力量。

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