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].

Core Viewpoint - The solid-state battery industry is optimistic about the low-altitude economy terminal market, while the robotics market is also quietly emerging. Major lithium battery companies are positioning themselves in the robotics sector, with Tesla's humanoid robot, Optimus, expected to significantly increase production by 2026 and 2027 [1][4][6]. Group 1: Robotics Market Overview - Over 15 lithium battery companies are entering the robotics field, including Ganfeng, CATL, and LG [1]. - Xiaomi's CyberOne humanoid robot, launched in 2022, features advanced AI and sensory technologies, while Tesla's Optimus is set for limited production starting in 2025 [4][5]. - Other notable players include XPeng's Iron robot and GAC Group's GoMate, which is expected to begin small-scale production by 2026 [5][6]. Group 2: Lithium Battery Opportunities - The robotics sector presents a new opportunity for the lithium battery industry, which is currently facing intense competition and profit compression [7][8]. - The Chinese smart robotics industry is projected to reach a market size of hundreds of billions in the coming years, with 2025 anticipated as a key year for mass production [7][8]. - Lithium batteries are essential for powering smart electronic products, including robots, due to their energy density and fast charging capabilities [9]. Group 3: Battery Types and Technologies - The most commonly used battery type in humanoid robots is cylindrical, while square batteries are preferred for industrial robots due to their structural advantages [12][14]. - Solid-state batteries are expected to provide significant improvements in energy density and safety, making them ideal for robotics applications [25][26]. - Current solid-state battery production is limited, with full-scale production expected by 2027, raising questions about the supply chain's ability to meet demand [26][27]. Group 4: Key Players in Solid-State Battery Development - Companies like Chuangming, Funeng, and Nandu are actively developing solid-state battery technologies tailored for humanoid robots [16][18][19][20]. - GAC Group's GoMate humanoid robot utilizes a solid-state battery that significantly enhances energy efficiency and extends operational time [24][25]. - The collaboration between battery manufacturers and robotics companies is crucial for advancing battery technology and meeting the specific needs of robotic applications [9][10]. Group 5: Future Prospects and Challenges - The integration of solid-state batteries into robotics is expected to enhance performance, safety, and adaptability, but challenges such as high production costs and technical limitations remain [27][30]. - Policy support and technological advancements are likely to accelerate the adoption of solid-state batteries in the robotics sector, with 2027 projected as a pivotal year for mainstream adoption [30].

Group 1 - The event focuses on new technologies and expanding new markets in the electric two-wheeler and battery sectors [3][4] - 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 [3][4] - The global two-wheeler battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades [3][4] Group 2 - The event will take place on July 10-11, 2025, in Wuxi, Jiangsu [6] - The agenda includes discussions on electric two-wheeler battery technology trends, challenges in battery safety, and the impact of new national standards on battery development [5][7] - Key participants will include leading electric two-wheeler manufacturers and battery companies, as well as equipment and materials suppliers [9]

Core Viewpoint - The article emphasizes the importance of Battery Management Systems (BMS) and Energy Management Systems (EMS) in the evolving landscape of the new energy industry, highlighting their role in achieving networked, intelligent, and integrated solutions for battery management [1]. Group 1: Company Overview - Youdan Technology has over 300 employees, with more than half being R&D personnel, and possesses core technologies in battery management and energy management, applicable across four major sectors: engineering machinery, light vehicles, industrial storage, and residential storage [3]. - The flagship product, G720, integrates BMS and EMS functionalities, providing comprehensive management solutions for battery packs and commercial energy storage, establishing itself as a benchmark in smart energy management [3]. Group 2: Product Features and Innovations - G720 is available in three versions: standard, domestic 4G, and international 4G, featuring a dual-core 64-bit ARM processor and various communication interfaces, enabling seamless integration with Youdan's data cloud platform for advanced data services [3]. - The development of G720 reflects Youdan's commitment to increasing investment in digital and intelligent R&D, with a data cloud platform that has connected over 1 million power and storage systems, creating a robust data service ecosystem [4]. Group 3: Industry Trends and Challenges - The energy storage industry is witnessing a trend towards larger capacity cells, with individual cell capacities exceeding 500Ah and systems reaching over 6MWh, which presents challenges for BMS technology in maintaining cell consistency and charge-discharge balance [6]. - Youdan's cloud-based balancing technology enhances BMS performance, addressing the challenges posed by high-capacity cells through intelligent algorithms and control strategies [6]. Group 4: Market Expansion and New Standards - Youdan Technology is actively targeting the two-wheeler market with the launch of the F7/E7 series iBMS, which meets new national standards and supports rapid battery swapping and smart charging, positioning the company favorably in this growing sector [9]. - The new national standards are driving the two-wheeler battery swapping market, encouraging industry players to move from a wait-and-see approach to active implementation, with many clients already pursuing certification [9].