数据来源：起点研究院（ SPIR ） 2024年储能系统集成出货量 TOP30 的企业分别是 ： 特斯拉、阳光电源、中车株洲所、宁德时代、 Fluence、比亚迪、远景能源、Powin、Nextera、海博思创、 新源智储、电工时代、融合远 储、中天科技、阿特斯、欣旺达、远信储能、金风科技、天合储能、采日能源、华为数字能源、智光储能、瑞源电力、亿恩新动力、海辰储 能、平高储能、鹏辉能源、思源清能、科陆电子和派能科技。 2021-2024 年全球储能系统集成出货量（单位： GWH ） 数据来源：起点研究院（ SPIR ）、 2025.5 2024年全球储能系统集成出货量 CR 10 为 64 % ，行业集中度并不高，主要因为储能系统集成环节正处于高速成长期，产值规模大，是新 能源关键赛道和节点环节，兵家必争之地，新进入者众多，光伏，风电，电池，充电桩，储能零部件，传统能源企业等不断有新进入者，行业 竞争格局不稳固，预计未来竞争将继续加剧。 近日，全球新能源产业研究机构 --起点研究院（SPIR）发布了《2025全球储能行业白皮书》，SPIR数据显示2024年全球储能系统集成出 货量为 418.3 Gwh，同比增 ...

Group 1 - The article discusses the launch of the "Luban Award" for 2025, aimed at encouraging innovation in the two-wheeler battery swapping and battery industry, recognizing companies that have made significant contributions to technology innovation in this field [1] - The evaluation process includes self-nomination by companies, recommendation by organizations, candidate material review, committee voting, public announcement of results, and an award ceremony [1][2] - The award application period is from May 30, 2025, to June 9, 2025, with expert review and voting taking place shortly after, culminating in an award ceremony on July 11, 2025, during the Fifth Qidian Two-Wheeler Battery Swapping Conference [2] Group 2 - The awards include categories such as "Most Influential Brand for Two-Wheeler Battery Swapping Operators" and "Best Technology Innovation Award for Two-Wheeler and Battery Swapping Lithium Batteries," among others [3] - Companies are required to submit relevant patent proof and descriptions of their technological innovations as part of the application process [1][3] - Contact information for inquiries and submission of application materials is provided, including specific individuals and their phone numbers [3][4]

Group 1 - The article discusses the launch of the "Luban Award" for 2025, aimed at encouraging innovation in the two-wheeler battery swapping and battery industry, recognizing companies that have made significant contributions to technology innovation in this field [1] - The evaluation process includes self-nomination by companies, recommendation by organizations, candidate material review, committee voting, public announcement of results, and an award ceremony [1][2] - The award application period is from May 30, 2025, to June 9, 2025, with expert review and voting taking place shortly after, culminating in an award ceremony on July 11, 2025, during the Fifth Qidian Two-Wheeler Battery Swapping Conference [2] Group 2 - The awards include categories such as "Most Influential Brand for Two-Wheeler Battery Swapping Operators" and "Best Technology Innovation Award for Two-Wheeler and Battery Swapping Lithium Batteries" among others [3] - Companies are required to submit relevant patent documents and descriptions of their technological innovations as part of the application process [3] - Contact information for inquiries and submission of application materials is provided, including specific individuals and their phone numbers [3][4]

此次集中签约项目涉及从锂电池拆解设备制造、废旧锂电池拆解及梯次利用等全生命周期循环体系。项目总投资达4.8亿元，建成后，预计将 形成年处理10万吨退役电池的产能，实现锂、铜、铝等资源高效循环利用，有效促进城西镇锂电池回收产业集聚发展，形成完整产业链条， 提升产业整体实力。 （ 来源： 赣榆区融媒体中心） | 往 | 期 | 回 顾 | | --- | --- | --- | | 01 | ｜ | 电芯厂一季度业绩PK！ | | 02 | ｜ | 孚能科技与同方股份签署战略合作协议 | | 03 | ｜ | 远景动力500+Ah储能电芯下线 | | 04 | ｜ | 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7月11日无 | | | | 锡举办 | 近日，江苏省连云港市赣榆区城西镇举行锂电池静脉产业园项目集中签约活动。连云港厚泽再生资源科技有限公司、原子锂电科技（连云港） 有限公司、铝云仓再生资源（连云港）有限公司等3家公司成功签约。 点击阅读原文，即可报名参会！ ...

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between CATL and Dongfeng Nissan, focusing on battery technology research and development, product innovation, and market expansion [1][2]. - Both companies aim to establish a comprehensive cooperation model that integrates research, production, and marketing, enhancing their collaboration in the electric vehicle sector [1]. - CATL plans to prioritize the application of advanced technologies such as full-domain supercharging, integrated intelligent chassis (CIIC), and 800V high-voltage platforms in the development of Dongfeng Nissan's vehicle models [1]. Group 2 - By 2026, multiple models equipped with jointly developed battery systems are expected to be launched, providing consumers with more high-quality product options [1]. - The partnership will also explore new business models to jointly promote innovation in new energy technologies and product upgrades, accelerating the widespread adoption of electric vehicles [2].

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]

Group 1 - CATL has changed its largest customer, with Xiaomi Auto becoming the top client, accounting for 9.8% of the supply, surpassing Geely (9.6%) and Tesla (8.1%) [3] - In April, CATL led the market with a 44.7% share in the power battery sector, driven by strong performance from Xiaomi's SU7 model, which delivered over 28,000 units in April alone [3] Group 2 - Foton Motor and EVE Energy have established a joint venture, Beijing Foton EVE New Energy Technology Co., Ltd., with a registered capital of 500 million RMB, aiming to expand the new energy heavy truck business [4][5] - The joint venture will provide diverse battery leasing solutions to support cost reduction in power batteries and improve profit margins for new energy heavy trucks [5] Group 3 - Chuangming has begun exporting its high-temperature, long-life cylindrical batteries, marking its entry into the overseas market [6] - The exported lithium batteries utilize full-tab technology, reducing internal resistance by 90% and maintaining stable performance in extreme temperatures from -30°C to 60°C [6] Group 4 - Penghui Energy has signed a strategic cooperation framework agreement with Mingtai Aluminum to collaborate on solid-state and sodium-ion battery development, as well as aluminum recycling [7][8] - The partnership aims to leverage both companies' capabilities in battery technology and material collection to promote the recycling and application of recycled aluminum alloys in new energy batteries [7] Group 5 - BYD has surpassed Tesla in European sales for the first time in April 2025, selling 7,231 pure electric vehicles compared to Tesla's 7,165 [38] - BYD's total sales, including plug-in hybrids, reached 12,525 units, marking a 359% year-on-year increase, while Tesla's sales in China dropped significantly [38] Group 6 - The price of lithium carbonate has fallen below 60,000 RMB per ton, with futures dipping to 59,720 RMB, indicating a significant decline in the market [22] - The current expectation is for lithium carbonate prices to fluctuate between 58,000 and 65,000 RMB per ton in the next 1-3 months [22] Group 7 - A new project in Jiangsu aims to handle 100,000 tons of retired batteries annually, focusing on the entire lifecycle from disassembly to recycling [29] - The project, with a total investment of 480 million RMB, will enhance resource recycling efficiency and strengthen the local battery recycling industry [29] Group 8 - The first phase of a 10,000-ton manganese iron phosphate lithium battery project has been launched by Shanxi Teva Energy Technology Co., Ltd., with a total investment of 3 billion RMB [20] - The project includes 16 fully automated production lines and aims to meet the growing demand for lithium battery materials [20]

Core Insights - The Chinese lightweight power lithium battery market is projected to see a shipment volume of 49.0 GWh in 2024, representing a year-on-year growth of 12.9%, with expectations to reach 183.8 GWh by 2030, indicating a compound annual growth rate (CAGR) of 24.6% over the next six years [1]. Group 1: Electric Tools and Two-Wheeled Vehicles - The electric tools battery sector is expected to rebound in 2024, with a shipment volume of 22.1 GWh, reflecting an 18.2% year-on-year increase, and a forecast of 24.6 GWh in 2025, marking an 11.3% growth [4]. - The demand for electric two-wheeled vehicle batteries is driven by relaxed regulations in major cities and increased battery exchange penetration, with a projected shipment of 9.3 GWh in 2024, a 4.5% increase, and an expected 10.1 GWh in 2025, growing by 8.6% [4]. Group 2: Other Electric Vehicles and Applications - The shipment volume for electric balance and scooter batteries is anticipated to reach 5.3 GWh in 2024, showing a slight increase of 3.9%, while electric tricycle batteries are expected to grow significantly to 0.9 GWh, a 28.6% increase, driven by exports to India and Southeast Asia [5]. - The demand for drone batteries is projected to be 2.7 GWh in 2024, with an 8.0% increase, and start-stop/parking batteries are expected to reach 7.2 GWh, reflecting a 12.5% growth due to increased penetration rates [5]. Group 3: Smart and AI Robots - The shipment volume for smart and AI robot batteries is forecasted to be 1.7 GWh in 2024, with a remarkable year-on-year growth of 41.7%, and is expected to reach 58 GWh by 2030, indicating a CAGR of 83.9% over the next six years [6]. - The electric tools and two-wheeled vehicles will remain the primary application areas for lightweight power batteries, while smart and AI robots, start-stop/parking, and electric tricycles are projected to be the fastest-growing segments in the future [6].

Core Viewpoint - The strategic partnership between Funeng Technology and Tongfang Co., Ltd. aims to leverage their technological and resource advantages in the fields of new energy investment, energy storage system integration, and battery non-destructive testing to promote technological upgrades and sustainable development in the industry [3][5]. Group 1 - Funeng Technology has been a leader in the global power battery market, holding the top position in domestic soft-pack power battery installation for eight consecutive years, with products used by renowned automotive companies such as Mercedes-Benz, GAC, and Geely [5]. - The collaboration between Funeng Technology and Tongfang Co., Ltd. is a strategic move in the new energy sector, actively supporting the "dual carbon" goals by integrating battery technology innovation with digital information empowerment [5]. - Tongfang Co., Ltd. has a strong foundation in nuclear technology applications, smart energy, and digital information, supported by its ties to the China National Nuclear Corporation and Tsinghua University, which enhances the partnership's technological backing [5].

Core Viewpoint - Envision AESC has successfully launched the mass production of 500+Ah energy storage cells, becoming a leader in the large-capacity energy storage cell iteration in the industry [2] Group 1: Product Development and Features - The newly produced 500+Ah energy storage cells are designed to fit the mainstream 6+MWh energy storage system solutions in the market, significantly improving energy density and reducing land occupation by over 20% compared to previous models [2] - The production line for the 500+Ah energy storage cells at the Cangzhou Super Factory has set industry records in construction cycle, ramp-up speed, and yield improvement [2] - Advanced thermal management techniques, including high-efficiency thermal conductive composite materials and directional thermal structure design, have been employed to mitigate overheating risks [3] - A new coating technology has been introduced to create a temperature control self-response mechanism that actively blocks heat transfer during abnormal temperature conditions [3] - The electrolyte's triple "fuse" technology allows for rapid disconnection of reaction pathways under high-temperature conditions, enhancing the intrinsic safety of the cells [3] - The negative electrode self-repair technology significantly reduces lithium-ion consumption, extending the lifespan of the cells to meet the demands of high-frequency charge and discharge applications [3] Group 2: Company Background and Innovations - Cangzhou Zhongfu New Energy Materials Co., Ltd. focuses on the research and production of gel polymer electrolyte membranes, with a registered capital of 264 million yuan and a total investment of 100 million yuan [4] - The company has developed the "Seraph" gel polymer electrolyte membrane, which utilizes a unique in-situ solidification technology for liquid electrolytes, enhancing energy density and thermal runaway resistance [4]