宁德时代的港股IPO正在如火如荼地进行中，目前展现出极高的市场热度。 点击阅读原文，即可报名参会！ 宁德时代方面表示，本次募资所得的90%将投向匈牙利项目第一期及第二期建设，进一步提升本地化供应能力。目前宁德时代海外布局的产 能主要包括德国工厂、匈牙利工厂、与Stellantis合资的西班牙工厂及印尼电池产业链项目。 （ 来源： 储能前沿） | 往 | 期 回 顾 | | | --- | --- | --- | | 01 | ｜ | 中孚新能源发布"萨拉弗凝胶聚合物电解质膜" | | 02 | ｜ | 从制片到组装全链赋能！海康机器人携创新方案惊艳亮相！ | | 03 | ｜ | 山东60GWh电池项目投产 | | 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 | | 截至2025年5月14日，宁德时代已获得机构下单超500亿美元，折合约3902亿港元，剔除基石认购部分后，超额认购倍数高达30倍。若行使 超额配售权和绿鞋机制，其募资总额有望达到410亿港元，这将使其成为2025年全球募资规模最大的IPO。 据悉，宁德时代此次IPO吸引了众多知名基石投资者 ...

Core Viewpoint - The launch of the 21700-6.0Ah ultra-earless cylindrical cell by Jiangsu Ruien New Energy Technology represents a significant breakthrough in energy density, exceeding 300Wh/kg, and aims to redefine battery performance and applications in various sectors [1][4][16]. Product Features - The newly released INR21700-RH60 and RS60 models utilize an industry-leading "ultra-earless design" that significantly reduces internal resistance, enhancing energy density and cycle life [4]. - The battery features a "9-series ultra-high nickel positive electrode + silicon-carbon composite negative electrode" system, achieving energy density above 300Wh/kg, suitable for long-lasting and high-power applications [4][9]. - INR21700-RH60 supports ≥20A continuous discharge and ≥15C pulse discharge, while INR21700-RS60 supports ≥50A continuous discharge and ≥30C pulse discharge, catering to high energy and power density requirements [7][8]. Application Scope - The batteries can be widely applied in various fields, including two-wheelers, electric tools, garden tools, household appliances, portable energy storage, robotics, low-altitude aircraft, and engineering machinery [5]. Performance Metrics - INR21700-RH60 maintains a capacity retention rate of ≥80% after 1000 cycles at 1C charge/2C discharge under 25°C and 100% SOC, and 1500 cycles at 90% SOC [11]. - INR21700-RS60 retains ≥80% capacity after 600 cycles at 2.5C charge/5C discharge under 25°C and 100% SOC, and 1000 cycles at 90% SOC [12]. - The batteries are designed to operate in extreme temperatures, supporting charging from -20°C to 60°C and discharging from -40°C to 80°C, broadening their application scenarios [10]. Quality Assurance - The manufacturing process ensures high consistency, with overall CPK >1.33 and critical process CPK >1.67, guaranteeing stable performance in harsh conditions [13]. Strategic Collaboration - Following the product launch, Ruien New Energy signed a strategic cooperation agreement with Carl Zeiss (Shanghai) to establish a battery quality innovation laboratory, focusing on quality control throughout the battery lifecycle [19]. - This collaboration aims to leverage Zeiss's expertise in precision testing and Ruien's innovations in the new energy sector to enhance battery development and production [19][20]. Future Outlook - The company emphasizes that achieving 300Wh/kg is just the beginning, with aspirations to drive global energy transition through innovation and collaboration with partners [23].

Core Viewpoint - The article highlights the advancements and innovations in battery technology showcased by Hai Sida, particularly focusing on semi-solid batteries, sodium-ion batteries, and energy storage systems, which are gaining significant attention in the industry [2][4][7]. Group 1: Product Innovations - Hai Sida launched the world's first 314Ah semi-solid battery at The Smarter E Europe 2025, utilizing breakthrough solid-liquid mixed electrolyte technology to redefine energy storage safety boundaries [7]. - The company has established two automated production lines in Guangdong with an annual capacity of 6GWh, aiming to meet diverse application needs in new energy storage and low-altitude economy sectors [7]. - The sodium-ion battery products are focused on commercial applications in special vehicles, backup power, and energy storage, with ongoing growth in domestic and international orders [9]. Group 2: Market Applications - The semi-solid battery is suitable for various scenarios, including grid-level energy storage, commercial storage, household energy storage, data centers, and backup power for communication bases, enhancing energy utilization efficiency [7]. - In the sodium-ion battery sector, Hai Sida is collaborating with operators for trial applications in communication backup power, with expectations for large-scale deployment by 2025 [9]. - The company is also working with leading clients to implement sodium-ion batteries in forklifts and conducting demonstration validations in data center backup power [9]. Group 3: Technological Advancements - Hai Sida's full-tab lithium-ion batteries showcased at the exhibition demonstrate over 70% reduction in internal resistance and energy density exceeding 260Wh/kg, with rapid charging capabilities [13]. - The company is advancing its sodium-ion technology through independent operations and resource integration, aiming for a leading position in the global sodium-ion battery market [9]. - The energy storage systems presented include 314Ah lithium iron phosphate cells and modular designs that reduce operational costs while enhancing energy management efficiency [15]. Group 4: Future Strategy - Hai Sida plans to accelerate its global strategy and contribute to energy transition with innovative technologies, aiming for a total annual production capacity of 16GWh [22]. - The company emphasizes a customer-centric approach and aims to drive green development through technological innovation [22].

Core Viewpoint - The launch of the Neijiang EPNO silicon-carbon anode material project represents a significant investment in the new energy materials sector, aiming to enhance the local battery material industry and contribute to high-quality industrial cluster development in Neijiang [1]. Group 1: Project Overview - The total investment for the Neijiang EPNO silicon-carbon anode material project is 10.5 billion yuan, implemented in two phases [1]. - Once fully operational, the project is expected to achieve an annual output value exceeding 36 billion yuan, filling a gap in the local battery anode materials market [1]. - Currently, three production lines have been established, with an annual production capacity reaching 60,000 tons [1]. Group 2: Market Potential - Silicon-carbon anode materials can achieve a specific capacity several times that of natural and artificial graphite electrodes, significantly enhancing battery energy density [1]. - The shipment volume of silicon-carbon anode materials is projected to reach 200,000 tons by 2025, indicating strong future demand [1]. - The market penetration rate of silicon-carbon anode materials is expected to rise to 7.1% as they gradually replace traditional graphite materials [1].

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 Exchange TOP Rankings and Industry White Paper," which includes rankings for top manufacturers and operators in the industry [4] - The global two-wheeler battery exchange 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][6] - Emerging applications such as low-altitude flight, mobile electric tools, humanoid robots, smart homes, and intelligent energy storage are driving the growth of the lightweight power and small-scale energy storage markets [4][6] - AI technology is accelerating the development and optimization of new battery technologies such as sodium batteries and full-tab cylindrical batteries for two-wheeler exchanges [4][6] Group 3 - The agenda includes specialized sessions on electric two-wheeler and battery technologies, with topics covering trends in lithium battery development, challenges in battery safety, and the impact of new national standards [6][7] - Notable companies participating in the event include major electric two-wheeler manufacturers and battery producers, indicating a strong industry presence [8] - The registration fee for the event is set at 2888 yuan per person, which includes access to the conference and a copy of the industry white paper [9]

Core Viewpoint - The successful launch of the first phase of the Shandong Times New Energy Battery Base marks a significant step for CATL in establishing a major new energy industry base in northern China, with plans for a trillion-yuan new energy industry in Yanzhou fully underway [1][2]. Group 1: Project Overview - The first phase of the Shandong Times New Energy Battery Base has a total scale of 60GWh and a construction area of 512,000 square meters, focusing on advanced energy storage and power batteries [2]. - The total investment for the Shandong Times project has reached 21 billion yuan, with the first phase alone costing 14 billion yuan, which began construction on December 24, 2022 [2]. - The project is expected to generate annual sales revenue exceeding 140 billion yuan and contribute over 10.2 billion yuan in taxes, creating more than 10,000 jobs and forming a trillion-yuan industrial cluster [2]. Group 2: Renewable Energy Integration - CATL is advancing integrated solar and storage projects, including an 18 billion yuan, 450MW photovoltaic project in Yanzhou, utilizing a fish-solar complementary model [3]. - A shared energy storage station with a total investment of 900 million yuan has completed its first phase, achieving a cumulative charging capacity of 68 million kWh [4]. Group 3: Strategic Partnerships and Expansion - Since 2022, CATL has viewed Shandong as a key strategic area, with multiple agreements signed with local governments to enhance collaboration [5]. - The company's partnerships have expanded beyond Jining to include cities like Qingdao, Dongying, Yantai, Jinan, and Weifang [8]. - New companies have been established in Qingdao, Jinan, and Weifang to further expand CATL's business footprint in the new energy sector [6][8].

以下文章来源于海康机器人Hikrobot ，作者海康机器人 海康机器人Hikrobot . 海康机器人是面向全球的机器视觉、移动机器人产品及解决方案提供商，业务聚焦于工业物联网、智慧 物流和智能制造，构建开放合作生态，为工业和物流领域用户提供服务，以创新技术持续推动智能化， 引领智能制造进程。 5月15日， 中国国际电池技术交流会/展览会（CIBF） 在深圳国际会展中心正式启幕。海康机器人以" 眼-手- 脚 "协同技术矩阵亮相13号馆13T061-1展位，展示覆盖 制片 、 制芯 、 装配 环节的智能化解决方案——从AI 视觉高精度缺陷检测、机械臂柔性抓取到AMR智能搬运，助力锂电智造迈向 高效率 、 高精度 、 高可靠 的 新未来。 制片段 直击极片制造挑战 悬臂式料卷搬运机器人 悬臂式料卷搬运机器人，是海康机器人 专为锂电行业开发的核心自动化设备 ，专用于辊切/分切、模切、卷 绕/切叠等机台侧面自动上下料场景。 通过与生产机台智能对接，该机器人能够完成 高精度 、 全自动 的卷料搬运作业，并创新设计 悬臂轴仰调节 机构以补偿地面起伏或挠度变形，轴端融合自研视觉相机进行二次精确定位，为锂电产线提供 柔性 、 ...

Core Viewpoint - The article emphasizes the significant advancements in battery safety standards driven by new regulations, highlighting the introduction of the "Salaf" gel polymer electrolyte membrane by Cangzhou Zhongfu New Energy Materials Co., Ltd. as a breakthrough solution for achieving safety and performance in battery technology [1][2][14]. Summary by Sections New Regulations and Industry Impact - The new regulations set by the Ministry of Industry and Information Technology (MIIT) will be implemented in 14 months, mandating that batteries must not catch fire or explode, introducing stringent testing standards [1]. - The industry is facing a technological revolution due to these regulations, necessitating improvements in safety and compatibility [2]. Salaf Technology Overview - The "Salaf" technology utilizes a gel polymer electrolyte membrane that allows for a quasi-solid-state battery upgrade without the need for production line modifications, maintaining cost parity with traditional liquid batteries [3][12]. - The technology addresses the flammability issues of traditional liquid electrolytes while avoiding the high costs associated with fully solid-state batteries [3]. Core Safety Advantages - **High-Temperature Stability**: The Salaf membrane features a molecular matrix that actively prevents thermal runaway by forming a thermal barrier and releasing flame-retardant groups at temperatures above 150°C [4]. - **Impact Resistance**: The multi-layer structure of Salaf provides significant resistance to mechanical damage, with a break elongation rate of ≥300%, effectively reducing the risk of short circuits during puncture tests [5]. - **Chemical Stability**: The gelification process enhances the chemical stability of the electrolyte, with a chemical window greater than 5V, significantly reducing the risk of electrolyte decomposition [7]. Performance Validation - Salaf has been validated by multiple leading battery manufacturers, demonstrating compliance with new regulatory requirements and maintaining over 80% capacity retention after 1000 charge-discharge cycles [9]. - In lithium iron phosphate systems, Salaf exhibited no thermal runaway during puncture tests and maintained a capacity retention of 92% after 1400 cycles [9]. Market Expansion and Future Prospects - Salaf is currently receiving sample and small-batch trial orders from various battery manufacturers, indicating initial trust in its performance advantages [11]. - The company plans to scale production, with a target capacity of 1.5 billion square meters by 2026, sufficient to meet approximately 70-90 GWh of battery demand [9][12]. - Salaf is also exploring applications beyond consumer electronics and automotive batteries, including energy storage and eVTOL markets [13]. Conclusion - The introduction of Salaf represents a sustainable path for balancing safety, cost, and performance in the battery industry, potentially reshaping the competitive landscape as the 2026 deadline approaches [14].

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11日 地点： 江苏无锡锡山区 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，新一轮增量市 ...

Group 1 - Volkswagen Group announced that starting next year, all electric vehicle models will gradually transition to an upgraded platform called MEB Plus, utilizing lower-cost lithium iron phosphate (LFP) batteries [1] - The first model to feature LFP batteries will be the Volkswagen ID.2, set to launch in 2026, marking a significant shift from the current nickel-cobalt-manganese (NMC) batteries [1] - CEO Thomas Schäfer emphasized that the transition to MEB Plus and the adoption of LFP battery systems will represent a major cost improvement and is crucial for performance, with models like ID.3, ID.4, and ID.7 also adopting LFP batteries [1] Group 2 - Volkswagen's new battery factory in Salzgitter, Germany, will produce LFP batteries while continuing small-scale production of the current generation NMC batteries until they are phased out [2] - The company has not yet confirmed the specific specifications of the new LFP batteries [2] Group 3 - 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 [3] - 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 [3]