遂 宁锂电池产业链日益壮大。 起点锂电获悉， 5 月 24 日，第二十届中国西部国际博览会遂宁市投资推介会暨项目签约仪式在成都举行，活动中签约重大项目：遂宁新质交 通智能制造产业园。 该项目计划投资 52 亿元，主要建设固态电池和智能无人物流配送车。建成后会大大完善射洪"锂矿—锂盐—电池—终端"全产业链条。 除了该项目外，起点锂电今年也报道了落地遂宁的另外两大锂电项目。 4 月 15 日 遂宁 射洪市与富临集团签约锂电正极材料项目，计划投资约 56 亿元 ， 富临集团旗下富临精工为 锂电产业链材料端头部企业 。 富临集团在遂宁市项目较多， 从 2021 年到今 年已进行 四连投， 且 富临精工与宁德时代 关系较深， 子公司江西升华以增资扩股方式引入 宁德时代作为 投资者。 4 月 22 日遂宁市安居区与安徽相源新能源签约 ， 计划在遂宁投资 60 亿元锂电池项目，重点生产三款圆柱电池 18650/3214/46160 ，产品 将用于电动车辆、移动电源、笔记本电脑、无人机、电动工具、智能手机等领域。 相源新能源成立于 2016 年，总部位于安徽省淮北经济开发区，该公司 近两年动作较多，去年 在浙江 丽水投资建设 ...

Core Viewpoint - The rapid electrification transition is expanding the boundaries of battery applications, leading to intensified competition among battery manufacturers, shifting from capacity upgrades to technology and brand battles [1] Group 1: High-Rate Battery Applications - High-rate batteries are demonstrating their application value, particularly in the automotive sector, with products capable of charging at 4-6C and higher entering mass production [2][5] - The demand for high-rate lithium batteries is steadily growing in niche markets such as cordless tools and vacuum cleaners, driven by trends towards wireless and portability [2] - The future of high-rate batteries in dynamic storage markets is promising, with potential market value reaching trillions [3] Group 2: Fast Charging Technology - The increasing penetration of electric vehicles is leading to diverse competition among automakers, with fast charging efficiency becoming a key focus for enhancing user experience [5] - By 2025, it is anticipated that the year will mark the explosion of ultra-fast charging technology, with numerous brands launching models equipped with 5C-10C fast charging batteries [5][10] - Major battery manufacturers, including CATL, BYD, and others, are actively developing ultra-fast charging batteries with capabilities of 5C and above [5] Group 3: Battery Product Innovations - Notable innovations in fast charging batteries include CATL's second-generation supercharging battery, which can achieve a peak charging power of 1.3 MW, allowing for a 5-minute charge to provide over 520 km of range [7] - BYD's new blade battery technology, named "Megawatt Flash Charge," can deliver 10C ultra-fast charging, enabling a 20 km range in just 10 seconds [7] - The Omnicell all-purpose battery from EVE Energy can achieve 6C fast charging, providing 300 km of range in 5 minutes [7] Group 4: Market Trends and Projections - The demand for high-pressure lithium iron phosphate batteries is expected to reach 550,000 tons by 2025, accounting for over 70% of CATL's total procurement [14] - The global market for electric tools is projected to reach $56.9 billion by 2028, with significant growth in lithium battery demand for electric tools anticipated from 2025 to 2027 [23] - The supply-demand relationship for ultra-fast charging batteries is expected to significantly impact their pricing power, with current premiums exceeding 100% [26] Group 5: Emerging Markets and Applications - High-rate batteries are beginning to find applications in emerging markets such as low-altitude economy and robotics, with the low-altitude economy projected to exceed 1 trillion yuan by 2026 [34] - The demand for high-rate batteries in data centers is expected to grow significantly, with a projected annual growth rate of 19% for backup power markets [32] - Sodium-ion batteries are also emerging as a viable alternative, with potential applications in start-stop systems and backup power, showcasing high discharge rates [42][45]

企查查APP显示，近日，时代骐骥新能源科技（襄阳）有限公司成立，法定代表人为熊洪瑞，注册资本500万人民币，经营范围包括新兴能源技 术研发、新能源汽车换电设施销售、充电桩销售、新能源汽车整车销售等。企查查股权穿透显示，该公司由宁德时代(300750)旗下时代骐骥绿 能科技（湖北）有限公司全资持股。 （ 来源：人民财讯） 往 期 回 顾 | 01 | ｜ | 固态电池掘金机器人赛道！ | | --- | --- | --- | | 02 | ｜ | 美国企业"紧盯"硅基负极！ | | 03 | ｜ | 海四达马来西亚项目敲定 | | 04 | ｜ 锡举办 | 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 | 点击阅读原文，即可报名参会！ | | | | | 起点锂电 全球领先的锂电产业智库 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | न | 台 报 | 务 内 | 容 | | | | 品牌服务 | | 研究咨询 | | | 资本服务 | 政府服务 | | | 品牌 可博 | 论坛 展会 | 研究 报告 | 数据 ...

目前 666 座已接入壳牌充电站覆盖上海、南京、苏州、武汉、无锡、长沙、合肥，其他城市站点后续也将陆续开放。 据介绍，极氪能源接入三方优质充电终端规模已突破 129 万， 实现中国大陆地级市 100% 全覆盖 。其中，高速服务区已接入数量达 5025 座； 超快充站（单枪峰值功率≥360kW）已接入数量达 7448 座。 除了与壳牌合作外，极氪还与其他企业进行了补能网络合作。今年 2 月，极氪宣布与开迈斯达成合作，实现充电网络双向互联互通合作，目前 三方桩规模突破 110 万枪，覆盖全国核心城市，其中，高速服务区覆盖率 83%、中国大陆地级市覆盖率 100%。 同时，极氪还与其他车企进行补能合作。例如，今年 5 月，广汽能源与极氪能源达成双向互联互通合作，用户可通过各自 App 或小程序查询信 息。 在自建补能网络方面，今年 3 月，极氪官方宣布，极氪能源 V3 极充站落地 4 城。据悉，此次极氪能源 V3 极充站落地的 4 座城市包括：宁 波、杭州、东莞以及温州。 （ 来源：IT之家/盖世汽车） 01 ｜ 固态电池掘金机器人赛道！ 02 ｜ 美国企业"紧盯"硅基负极！ 往 期 回 顾 5 月 22 日消息， ...

5月21日， 天齐锂业 （002466.SZ，09696.HK）召开2024年年度股东大会，吸引诸多投资者参加。 会上，天齐锂业董事长蒋安琪携公司治理层和管理层，就投资者关注的锂盐价格趋势、上游资源开发、固态电池新领域布局等问题进行回应。 在蒋安琪看来，目前锂盐价格已经进入磨底期，接下来的竞争不会减少，但只要具备持续竞争能力，长远来看，股东的投资就能获得回报，请股 东们对公司抱有信心。 （ 来源：综合整理） | 往 | 期 | 回 顾 | | --- | --- | --- | | 01 | ｜ | 固态电池掘金机器人赛道！ | | 02 | ｜ | 美国企业"紧盯"硅基负极！ | | 03 | ｜ | 海四达马来西亚项目敲定 | | 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，江苏省张家港保税区管理委员会就天齐锂业碳酸锂项目 环评进行公示，该项目由天齐锂业子公司天齐锂业新能源材料建设，主要为年产3 万吨电池级单水氢氧化锂和6万吨无水硫酸钠项目，拟购置卸料器、二氧化碳汽化器、缓冲罐、 碳酸锂离心机、回转干燥窑、回转冷却窑、气流 磨、除磁器 ...

Group 1 - Fudi Technology's SPS battery pack has successfully passed the stringent C-NCAP vehicle-level scraping safety test, highlighting its high safety performance and strong technical foundation [2] - Panasonic has postponed its plan to build a third battery factory in the U.S. due to a slowdown in global electric vehicle demand, focusing instead on the production of its second factory in Kansas [3] - CATL announced the launch of a new generation of battery swapping products and aims to achieve a 50% penetration rate for electric heavy trucks within three years [4] Group 2 - A 35GWh battery project has officially commenced construction in Jiangmen, marking a new phase for the Jiahang New Energy Industrial Park [5] - Xiaomi has increased its investment in the battery supply chain by raising the registered capital of Hefei Yinshi New Materials Technology Co., indicating a strategic move in the battery industry [6] - BYD has secured a 3.5GWh energy storage order from Grenergy for a project in northern Chile, which is one of the largest electrochemical storage projects globally [7] Group 3 - Dalian Zhongbi has completed the construction of a high-performance lithium-ion battery production line, which is expected to enhance market competitiveness with a 15% increase in energy density and a 10% reduction in battery costs [8] - Dongguan Longtaitong Technology's IPO review has been terminated by the Shenzhen Stock Exchange, impacting its plans for public listing [9] - Hunan Youneng is advancing its lithium battery cathode material project in Spain, with strong interest from domestic and international clients [11] Group 4 - Ruizhi New Energy showcased two innovative series of membrane products, focusing on high safety and energy density solutions for various battery applications [12] - Enjie Co. launched two new membrane products aimed at enhancing lithium battery performance, contributing to industry innovation [13] - Tianqi Technology has signed an agreement with Shenzhen Xinjie Energy to collaborate on the development of solid-state lithium metal anode materials [14] Group 5 - CATL and Honda have signed a memorandum to deepen cooperation in the development of lithium iron phosphate batteries and integrated technologies [15] - Chuangneng New Energy has signed a strategic cooperation agreement with Jiangsu Ruidefeng, committing to purchase approximately 30 billion yuan worth of structural components over the next five years [17] - Haimeixing has established subsidiaries in Hungary and Switzerland, securing a 4 billion yuan order for solid-state battery equipment [18] Group 6 - Xian Dao Technology Group has established its headquarters in Shanghai Lingang, investing 5 billion yuan in a project focused on integrated circuit core components [19] - Tianqi Co. is enhancing its battery recycling business through a partnership with Qingdao Huatie New Energy [21] - A lithium battery recycling industrial park project has been signed in Lianyungang, aiming to process 100,000 tons of retired batteries annually [22] Group 7 - Baosike has launched a 3.2 billion yuan project for high-value utilization of power batteries in Jiangsu, targeting the processing of 300,000 tons of retired batteries annually [23] - BYD plans to produce the new urban electric vehicle "Haiou" in Hungary by the end of the year, marking a significant step for Chinese automakers in Europe [25] - XPeng Motors reported a revenue of 15.81 billion yuan for Q1 2025, a year-on-year increase of 141.5%, with a significant reduction in net losses [29]

Core Viewpoint - The signing of the cooperation agreement for the 2.5GWh cylindrical power battery production base project in Malaysia marks a significant step in the company's "win-win, dual-track" strategy, aiming to enhance the local new energy economy and attract upstream and downstream enterprises to Malaysia [1]. Group 1 - The cooperation agreement was signed between the company and the owner unit WH during the signing ceremony on May 20, emphasizing the principles of future-oriented, complementary advantages, mutual benefit, and common development [1]. - The construction of the Malaysia factory is planned to be completed within six months, with equipment installation and debugging expected to be finished by the third quarter of 2025, making it the company's first overseas factory to achieve mass production [1]. - The products from the Malaysia factory will not only meet the demand in Southeast Asia but will also extend to important global markets such as Europe and North America, showcasing the company's strong supply capability in the global new energy sector [1]. Group 2 - The company aims to deepen its focus on the new energy sector and accelerate its global layout, reinforcing its leading position in the lithium battery "capacity going abroad" track [1]. - The strategic goal of "win-win, dual-track" will drive the company to enhance its international competitiveness and influence, injecting strong momentum into the improvement of its global industrial layout [1].

Group 1 - BYD's electric vehicle sales in Europe surpassed Tesla's for the first time, with 7,231 units registered in April, a 169% year-on-year increase, while Tesla's registrations fell to 7,165 units, a 49% decline [1] - The total registration of BYD vehicles, including plug-in hybrids, surged by 359% in April [1] - Analysts view this as a watershed moment for the European automotive market, especially since Tesla has led the market for years and BYD only began expanding beyond Norway and the Netherlands at the end of 2022 [1] Group 2 - Tesla's decline in the European market is attributed to outdated models and increased competition from affordable Chinese electric vehicles [2] - Elon Musk's political statements have also contributed to negative public sentiment towards Tesla in Europe [2]

Core Viewpoint - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit aims to focus on new technologies and expand new markets, highlighting the rapid growth of the battery swap market driven by policy support, demand for instant delivery, and technological upgrades [3][4]. Group 1: Event Background and Highlights - The event will feature the authoritative release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," covering various rankings such as the top 10 electric two-wheeled vehicle shipments and battery operators [3]. - The global battery swap market for two-wheeled vehicles is experiencing rapid growth, with Chinese companies poised for a new round of strategic positioning due to industry chain integration advantages [3]. - Challenges such as battery safety, market penetration, and cost optimization need urgent solutions as companies accelerate the development of high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products [3]. - The lightweight power and small-scale energy storage markets are also growing rapidly, with applications in low-altitude flight, mobile electric tools, humanoid/robotic technology, smart homes, and intelligent energy storage [3]. - AI technology is accelerating the development and optimization of new battery technologies and processes, such as sodium batteries and full-tab cylindrical batteries, particularly in the battery swap sector for two-wheeled vehicles [3]. Group 2: Event Agenda - The conference will take place on July 10-11, 2025, in Wuxi, Jiangsu, with a scale of over 500 participants [4][6]. - Key topics include the development trends of electric two-wheeled vehicles, battery technology advancements, and the opportunities and challenges in the battery swap market [5][7]. - Roundtable discussions will address critical issues such as balancing energy density, cost, and safety in battery production, as well as the impact of new national standards on battery technology [7]. Group 3: Invited Companies - Notable companies invited to participate include leading electric two-wheeled vehicle manufacturers like Yadea, Aima, and Niu, as well as battery companies such as CATL and BYD [9]. - The event will also attract equipment and materials companies involved in battery production and technology [9]. Group 4: Participation Details - The registration fee for the conference is set at 2888 yuan per person, which includes a conference ticket, lunch, and a copy of the industry white paper [11].

Core Viewpoint - The article discusses the United States' efforts to strengthen its position in the battery industry, particularly in the anode material sector, to reduce reliance on Chinese companies [1][2]. Group 1: U.S. Government and Corporate Initiatives - The U.S. government is intervening by identifying subsidies for Chinese battery components, particularly active anode materials, as a precursor to imposing anti-subsidy tariffs [1]. - American company GDI is raising an additional $11.5 million to expand its silicon-based anode production, bringing its total Series A funding to over $20 million [1]. - GDI is constructing its first MWh-level silicon-based anode production project in Germany, set to commence production in 2025 [1]. Group 2: GDI's Technological Advancements - GDI has developed a 100% silicon anode that has shown a capacity exceeding 3200 mAh/g in third-party tests, with over 30% higher energy density compared to graphite anodes [1][2]. - In thermal runaway tests, GDI's silicon anode integrated into a Navitas 3.5Ah pouch battery demonstrated an energy density exceeding 250 Wh/kg, with no fire or smoke after being punctured for 10 hours [2]. - GDI plans to collaborate with AGC to utilize improved glass coating equipment for roll-to-roll production, aiming for GWh production by 2028 for electric vehicles [2]. Group 3: Market Dynamics and Challenges - The theoretical capacity of silicon-based anodes can reach 4200 mAh/g, significantly higher than graphite, aligning with the development needs of solid-state batteries and other new technologies [2]. - Despite the potential, the production process for silicon-based anodes faces technical bottlenecks and high costs, leading to slower adoption in the power sector compared to consumer markets [3]. - Current production capacity is predominantly concentrated in Chinese companies, making it challenging for overseas firms to catch up in the silicon-based anode sector [3].