Core Viewpoint - The article highlights the development of the Guizhou Jiashang New Energy Material Co., Ltd.'s lithium-ion battery cathode material production project, emphasizing its significance in the local industrial landscape and the broader energy storage market. Group 1: Project Overview - The second phase of the project, with an annual production capacity of 250,000 tons of lithium-ion battery cathode materials, has entered the equipment procurement and production line construction stage, with trial production expected to start in October [1]. - The total investment for the project is 2.5 billion yuan, covering an area of 400 acres, and includes the construction of production lines for various cathode materials [1]. - The first phase of the project, which includes a production line for 100,000 tons of manganese lithium cathode materials, has already commenced trial production as of September 28, 2023 [2]. Group 2: Production Capacity and Employment - The project aims to produce over 100,000 tons of lithium iron phosphate cathode materials annually upon reaching full capacity [1]. - The facilities being constructed will create over 100 jobs once operational [4]. Group 3: Technological Advancements - The company has developed a 100-meter manganese lithium cathode material tunnel kiln, which is claimed to be the longest production line of its kind globally [3]. - Approximately 60% to 70% of the manganese lithium products produced will meet the internal needs of the parent company, while the remaining 30% to 40% will supply nearby enterprises [3]. Group 4: Industry Context - The region of Tongren is rich in mineral resources, particularly manganese, which is a key factor in attracting numerous enterprises to establish operations there [6]. - Tongren is one of the three major manganese mining areas in China, with proven reserves of nearly 740 million tons, including several world-class manganese deposits [6]. - The industrial development in Tongren is characterized by a cluster of well-known new material companies, focusing on cathode and anode materials, separators, and electrolytes [6].

2025年5月 23- 25日 ， 第十届深圳国际无人机展览会暨国际低空经济与无人系统博览会 在深圳正式举办，本次展览会 上， 佛山陀普科技 有限公司（以下简称 ： 陀普科技）凭借其全球领先的 450Wh/kg高能量密度、高功率密度无人机电池 ，成为全场焦点。 该产品不仅吸引大批国内头部无人机主机厂深度洽谈，更引发印度、韩国、土耳其、意大利等国际客户的高度关注 及会后专程工厂考察 ， 进 一步 彰显中国电池技术的国际竞争力。 资料显示， 陀普科技 成立于 2019 年，是一家专注于高能量密度、高安全性动力电池的研发、生产与销售的高新技术企业，产品主要应用于 空中飞行器 - 无人机、空中飞行汽车；两轮车 - 高速电摩、电动两轮车；机器人 - 人形机器人、机器狗等三大领域。 陀普电池：高安全超长寿命软包电池在新国标下的机遇 作 者：编辑部 无人机作为现代科技与航空技术深度融合的产物，近年来在全球范围内呈现出爆发式增长态势。从消费级市场的娱乐航拍到工业级领域的广泛 应用，无人机正逐步改变着人们的生活与生产方式。 作为万亿级低空经济的重要组成部分，全球无人机市场规模在 2023 年已达到约 300 亿美元，并预计在 ...

正极材料只是一方面，用于制造电池还将引发一系列其他材料出现连锁反应，例如周边印尼的镍矿或也将受到影响， 国际贸易壁垒 也会进一 步减弱。 两家国内头部企业在海外做生意，也反映出当前国内出海企业对供应链的把控较强 ，将中国成熟的 机制 复制到了海外市场 ， 。 锂电产业的转移绝不仅仅是电芯厂的出海，更是整条产业链的出海，亿纬与龙蟠的合作仅仅作为缩影，就能从中管中窥豹瞥见当前出海的强劲 势头。 01 亿纬锂能：押注储能与两轮车 50 亿大单重磅落地马来西亚。 起点锂电获悉， 6 月 2 日龙蟠科技公告称 旗下公司 锂源与 亿纬锂能马来西亚公司 签署协议， 预计自 2026 至 2030 年间向 亿纬马来西 亚公司发货 15.2 万吨磷酸铁锂正极材料，金额预计超 50 亿元。 亿纬马来西亚工厂 主要生产制造圆柱电池 ，用于两轮车和电动工具领域， 投资约 30 亿人民币，今年 2 月开始投产运营 ，并且刚建好就迎 来大单： 与美洲某集团签署协议达成长期购销关系。 此单侧面反映出 中国 电池厂正全力发展海外业务，并在马来西亚等国家形成了完善产业链，出海实现本土制造以指日可待。 出海方面，亿纬锂能在东南亚和南亚市场表现强 ...

Group 1 - The event focuses on new technologies and expanding new markets in the electric two-wheeler and battery sectors [4][5] - The conference will feature the release of the "2025 China Two-Wheeler Battery and Swap Industry White Paper," which includes rankings of top manufacturers and operators in the industry [4] - The global two-wheeler battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades [4][6] Group 2 - The event will include discussions on high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products [4] - Emerging applications such as low-altitude flight, mobile electric tools, humanoid robots, and smart homes are driving the growth of lightweight power and small-scale energy storage markets [4][8] - AI technology is accelerating the development of new battery technologies such as sodium batteries and full-tab cylindrical batteries for two-wheeler applications [4] Group 3 - The agenda includes specialized forums on electric two-wheeler technology, battery technology, and battery swap technology [6][8] - Key topics will cover trends in lithium battery development, challenges in battery safety, and the impact of new national standards on battery technology [8] - The event will host over 500 participants, including electric two-wheeler manufacturers, battery companies, and equipment suppliers [7][9]

Core Viewpoint - The article highlights the progress and strategic developments of Exxon's energy storage battery project, emphasizing its focus on high-safety, low-cost energy storage solutions and the expansion of production capacity in various locations [1][2][3]. Group 1: Project Development - The Exxon energy storage battery phase one project covers over 120,000 square meters with a total investment of approximately 2 billion yuan, aiming for an annual production capacity of 10GWh [1]. - As of now, the foundation work for the main structure of the comprehensive building and other individual structures has been completed, with the next steps involving interior and exterior construction [1]. Group 2: Product Offerings - Exxon has launched new product lines targeting the 500Ah+ large storage cell market, including the "Wuyue Series" 7MWh storage system and the "Nanshan Series" 625Ah long-cycle storage cell [2]. - The 625Ah cell boasts an energy density exceeding 430Wh/L and an efficiency of over 96%, with a cycle life of at least 15,000 cycles [2]. Group 3: Technological Advancements - Exxon is also focusing on solid-state battery technology, introducing the 320Ah solid-state storage battery and the 56Ah solid-state soft-pack battery, which are designed for various applications including large-scale storage and commercial use [3]. - The company has established its first GWh-level semi-solid battery production line in 2024, with expectations to exceed 3GWh capacity by 2025 [3].

Core Viewpoint - The article highlights the revolutionary impact of Cangzhou Zhongfu's "Seraph" gel polymer electrolyte membrane on global battery safety and performance, addressing the persistent safety concerns associated with traditional liquid lithium batteries and the challenges of solid-state batteries [2][4]. Group 1: Technical Breakthrough - "Seraph" is a gel polymer electrolyte membrane that creatively combines the advantages of both liquid and solid electrolytes, significantly enhancing lithium-ion transport uniformity and effectively suppressing lithium dendrite growth, thus addressing major safety hazards like battery short circuits [5][6]. - The mechanical properties of "Seraph" are impressive, with tensile strength exceeding 20 MPa and the ability to stretch up to three times its original size without breaking, with potential adjustments allowing for five times extension [6]. Group 2: Safety Performance - The standout feature of "Seraph" is its safety, as it incorporates flame-retardant properties through its polymer base and functional nanomaterials, eliminating the flammability risks associated with traditional liquid electrolytes [7][8]. - "Seraph" has successfully passed rigorous destructive tests, including puncture and impact tests, demonstrating its superior safety standards in the battery industry [7][8]. Group 3: Mass Production Capability - Cangzhou Zhongfu plans to officially launch the "Seraph" gel polymer electrolyte membrane manufacturing project by the end of 2024, with significant orders already secured from leading domestic and international battery manufacturers [9]. - The company claims to be one of the few globally capable of mass-producing gel polymer electrolyte membranes, with a planned investment of 2.5 billion yuan and a production capacity of 1.5 billion square meters annually [9]. Group 4: Cost Advantages - "Seraph" allows battery manufacturers to upgrade from liquid to quasi-solid-state batteries without the need for extensive production line overhauls, thus avoiding the substantial costs associated with solid-state battery production [10]. - The product benefits from a well-established supply chain that reduces raw material costs, automated production lines that lower labor costs, and the potential for material recycling, making it a cost-effective alternative to solid-state batteries [10]. Group 5: Performance Metrics - "Seraph" has achieved an energy density exceeding 500 Wh/kg, significantly surpassing the 250-300 Wh/kg typical of mainstream liquid lithium batteries and even exceeding many experimental solid-state battery figures [11]. - The design of "Seraph" optimizes space utilization within the battery, allowing for compatibility with various battery chemistries, ensuring its long-term viability in the market [11]. Group 6: Industry Impact - The commercialization of "Seraph" marks a significant milestone in quasi-solid-state battery technology, addressing critical safety issues and paving the way for broader adoption in electric vehicles and other applications [13]. - The product's safety features are particularly relevant for high-safety-demand sectors such as drones and electric aircraft, with Cangzhou Zhongfu actively pursuing international patents to expand its market presence [13].

近日，广东省梅州市生态环境局发布了《梅州市广鑫瑞环保科技有限公司年处理 6 万吨废旧锂电池资源化利用新建项目（二期）》环境影响 报告书受理公告。 该项目投资 6.51 亿元建设年处理 6 万吨废旧锂电池资源化利用新建项目（二期），计划年梯次利用和拆解废旧锂电池 6 万吨。其中 3 万吨 废旧锂电池来自一期项目， 3 万吨废旧锂电池来自外购，预计梯次利用电池 18760 吨，产出三元锂电池黑粉、磷酸铁锂黑粉、钴酸锂黑粉 合计 15954 吨。拆解得到的铝外壳、铁外壳、铝箔、铜箔等外售有相应能力的单位回收，最大程度实现废旧锂电池的资源化利用。 项目计划将一期项目新能源汽车资源化利用中拆解出的废旧动力锂电池和部分对外收取的废旧动力锂电池进行梯次利用和资源化处理，处理规 模为 6 万吨 / 年。其中拆解电池包 50000t/a 、梯次利用电池单体 18760t/a 、破碎分选电池单体 18760t/a 、破碎分选电池极片 10000t/a ，主要处理工艺为电池包和电池模块拆解、电池单体破碎分选、极片破碎分选。项目采用检测、拆解、放电等工序，对合格电池外 售梯次利用，对不合格电池采用撕碎、烘干、破碎、分选、研磨等工序回 ...

继 4月宣布 整合旗下电池业务，成⽴了吉曜通行后，吉利马不停蹄地推进电池品牌打造 以及生态构建 。 5月29日，吉曜通行在全球生态日上正式发布品牌全新英文标识 —— 吉曜通行ENERGEE ，发布 "金砖电芯超强混动系列"产品，未来其将 搭载在吉利集团旗下品牌车型中。同时宣布，预计到2027年形成70GWh产能规模。 生态日现场，吉曜通行还展示出 "8针同刺、坦克碾压、真弹贯穿"等军工级安全的极限测试，再次印证吉曜通行以安全为核心的底层逻辑。 01 极致安全 首发超级混动系列 针对快速上涨的混动车型，此次发布会其带来了金砖电芯混动产品。 该产品具备 超安全、超快充、超倍率、超长寿命四大特点，采用了行业首创的智能超频末端快充技术，实现 SOC 80% — 100% 末端充电 区间时间缩短至11.5分钟，比一般电池提升了 75% 之多。 此外，在 20% SoC（剩余电量不足 20%）以下的亏电工况下，5秒加速功率仍可达 2100W，号称"亏电如满电"。 另外通过主材活性包 覆、 SEI膜自修复技术，实现了4500圈的超长循环寿命。 产品优异性能背后是 吉曜通行 自主研发 的 S+技术 支撑。据悉， S+技术将固 ...

5月15日， 苏州妙益科技股份有限公司与广州鹏辉能源科技股份有限公司 在深圳举行战略合作协议签约仪式， 双方正式达成1GWh年度电芯 订单。 签约现场，妙益科技总经理王亚飞与鹏辉能源总裁甄少强作为双方代表完成签约，这标志着双方在重卡启驻一体电池领域的协同合作 迈入新阶段，将为全球绿色运输注入强劲动能。 妙益科技总经理王亚飞与鹏辉能源总裁甄少强完成签约 在节能环保、轻量化和提升用户体验的驱动下，重卡低压锂电应用已成大势所趋。面对铅酸电池能量密度低、循环寿命短、放电深度差等性能 局限，锂电池技术的进步成为重卡痛点改善的重要支撑，在此背景下，锂电启驻一体电源应运而生。 此次战略合作，双方将通过技术共研、资源整合，和主机厂共同推动重卡低压锂电发展进程。此次双方1GWh年度电芯订单的落地，是妙益科 技对重卡市场需求的精准把控，更彰显了鹏辉能源 Great Power 作为电池核心供应商的协同能力。 妙益科技作为新能源BMS与锂电应用领域创新先锋，专注于BMS和启动驻车智能锂电池系统的研发与产业化，其产品已为一汽、陕重汽、东 风、福田等头部车企批量配套，服务全球超万量级卡友，大幅改善卡友行车体验。 鹏辉能源 Great ...

2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 聚焦新技术 拓展新市场 时间： 7月10-11日 地址： 无锡红豆杉庄 一、活动背景及亮点 二、活动组织架构 活动名称： 2025第五届起点两轮车换电大会及轻型动力电池技术高峰论坛 起点研究院（SPIR）权威发布《2025中国两轮车换电及电池TOP排行榜及行业白皮书》， 覆盖智能电动两轮车出货量TOP10、两轮车换电运营商TOP10、两轮车电池BMS出货量 TOP5，两轮车换电柜出货量TOP5、中国电动两轮车用锂电池出货量TOP10、中国电动两轮 车用钠电池出货量TOP5等细分权威榜单，为行业树立标杆，为投资及采购决策者提供参 考； 政策支持、即时配送需求及技术升级等主要驱动力影响下，全球两轮车换电市场高速增长， 基于产业链整合优势，中国企业将迎来新一轮布局风口，电池安全、下沉市场覆盖及成本优 化等挑战急需解决； 上下游企业加速研发高安全、高倍率、高能量密度、长循环寿命、低成本、高低温等细分性 能优势电池产品； 海内外轻型动力及中小储能市场高速增长，低空飞行、移动电动工具、人形/智能机器人、 智能家居、智慧储能等热门应用场景进入高速发展期，新一轮增 ...