Group 1 - The article highlights the recent focus on the new national standards for electric vehicle power batteries and the 500Ah+ large storage cells, indicating a significant industry discussion and interest [1] - A roundtable dialogue featuring companies such as Guoxuan High-Tech, Dofluorid, and Shangshui Intelligent will address the impacts of the new standards on the battery industry [6][8] - The event will be live-streamed on the Qidian Lithium Battery video account, which has over 300,000 followers in the lithium battery sector [6][8] Group 2 - The agenda for the roundtable includes discussions on the implementation of new standards, challenges in achieving non-flammability and non-explosiveness, and the technical paths and solutions that comply with these standards [6][8] - The afternoon session will focus on the rapid development of 500Ah+ large storage cells, exploring the underlying logic, challenges in materials and processes, customer value, and the future of price competition in large storage cells [9]

Core Viewpoint - The article highlights the significant presence and technological advancements of Ruien New Energy at the CIBF2025 exhibition, showcasing their innovative "Earless Large Cylindrical Cell 21&46 Series" and emphasizing their commitment to breaking battery performance limits through advanced technology and extensive patent applications [1][3]. Group 1: Exhibition Highlights - The CIBF2025 exhibition commenced on May 15, 2025, in Shenzhen, attracting attention from the global battery industry [1]. - Ruien New Energy's booth, designed with a "minimalist technology" aesthetic, became a focal point, drawing numerous industry representatives for discussions [1]. - The booth featured a dedicated area for the "Earless Large Cylindrical Cell 21&46 Series," which sparked significant interest and engagement among attendees [1]. Group 2: Technological Innovations - Ruien New Energy aims to "break the performance limits of batteries," supported by a skilled R&D team and nearly 200 patent applications covering material systems, structural design, and intelligent manufacturing [3]. - The showcased "Earless Large Cylindrical Cell 21&46 Series" exemplifies the company's strong capabilities in technology transformation [3]. Group 3: Engagement and Promotions - To enhance visitor engagement, Ruien New Energy launched an "Exhibition Exclusive Welfare Plan," offering rewards for social media interactions [6][7]. - The company announced a global product launch event for the 21700-6.0Ah battery on May 16, 2025, which is expected to set a new industry benchmark with an energy density of 300Wh/kg [9].

Core Viewpoint - The 17th Shenzhen International Battery Technology Exchange and Exhibition (CIBF2025) has commenced, showcasing over 3,000 exhibitors, including industry giants like CATL and emerging players in the new energy battery sector [1] Group 1: Company Overview - Yantai Lihua Power Technology Co., Ltd. has introduced a high-performance 46-series cylindrical battery capable of providing 400 kilometers of range in just 10 minutes of charging, addressing the "range anxiety" in the new energy sector [1] - Lihua Power is also catering to various industries such as low-altitude economy, smart robotics, engineering machinery, and portable energy storage, with intention orders exceeding the total production capacity for 2025 [3] Group 2: Product Innovation - Lihua Power focuses on the 46-series cylindrical battery, achieving multiple technological innovations, including the globally first "all-pathless ear" design, which reduces internal resistance by 20%, enhancing fast charging capabilities [5] - The company ensures high performance and safety by addressing design, manufacturing, and application aspects, utilizing technologies like thermal electrolysis coupling and micro-arc suppression to guarantee product safety [6] Group 3: Market Strategy - The market strategy emphasizes extreme customer service and innovation support, with a commitment to enhancing technology, refining products, and improving services across various dimensions [8] - Lihua Power's cylindrical battery project plans to invest over 10 billion, aiming for a production capacity of 25 GWh and projected annual sales exceeding 15 billion [9]

LG 退出印尼可能只是缓兵之计，借此酝酿更大计划。 起点锂电获悉， LG 联合通用汽车近日宣布共同研发出一种新型富锰锂电化学配方，这种新材料具备更低的成本（与磷酸铁锂电池相当）和更 轻的重量，能量密度比性能最优铁锂电池还高出约 33% 。 根据规划，双方将在明年研发出搭载该材料的方形电池，用于电动皮卡和大型 SUV 车型，新的电池融合了三元与磷酸铁锂两种技术优势，让车 辆续航达到约 644 公里。 从材料价格上说，该电池成本低说得通，因为锰材料价格比镍材料和钴材料要便宜，大幅增加锰比例，提升性能还降低成本，或许也是一种趋 势。 通用汽车电池业务副总裁 Kurt Kelty 表示，通用在该项技术上并不是新手，已持续研究超过十年，预计今年会在实验室中完成等效耐久性测 试。 该电池的封装形式采用方壳形状，外观类似于比亚迪的刀片电池，显然研发双方发现了该结构可在电池模组封装方面带来性能提升，以大尺寸车 型为例，如果想搭载该电池，最大容量的电池组仅需 6 个模组，每个模组内含 36 个电芯，可显著减轻车身重量。 01 加料电池有多"锰" 各种信息表明，富锂锰基电池前景正逐渐明朗，可能最初会以三元软包电池和铁锂方形电池的 ...

反复无常！ 起点锂电获悉， 5 月 12 日中美发布日内瓦经贸会谈联合声明，将美国对华关税普遍下调，锂电行业 板块， 对华车用锂电池关税下调至 58.4% ，非车用锂电池关税下降至约 41% 。 回首过去一个月， 4 月 2 日，美方宣布税率为 34% ； 4 月 7 日 又说 对华加征 50% 关税； 4 月 8 日 又说 提高至 84% ； 4 月 9 日 提高至 125% 。 一轮过山车下来，行业上下都沉默了，沉默中还眉头紧锁。 01 前景未知 或将在美国形成储能产品囤货潮 政策怎么变动，有一点无法改变，中国的锂电产品对于美国来说日益重要，去年向美国出口锂电池创历史新高就是证明。 今年一季度中国输美锂电池金额约 31.32 亿美元，同比增长 7.7% ，也就是说国内企业还在顶住压力，在关税战的暴雨中前行。 所以起点锂电认为，本次对华关税恢复，可能正是用户 "抄底"的时机，或许储能相关产品会在未来一段时间内引起小规模的囤货潮。 起点锂电分析，本次降低关税可能会对锂电相关产品出口形成好处，但锂电企业出海北美前景依然是未知数。 根据声明，美方取消共计 91% 关税，还有 24% 的关税暂停加征 90 天，保留 ...

2025第五届起点两轮车换电大会 活动规模： 500+ 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 ...

Core Insights - The second phase of the China Metallurgical Group's new materials project in Tangshan, Hebei, has been completed 75% and is expected to finish construction in the first half of 2025, entering the equipment installation phase [1] Group 1: Project Overview - The project is being developed by China Metallurgical Ruimu New Energy Technology Co., Ltd. with an investment of 1.343 billion yuan, covering an area of 196 acres and a building area of 91,300 square meters [1] - The second phase includes the construction of extraction plants, nickel sulfate plants, and manganese sulfate plants, along with the renovation of the first phase [1] Group 2: Production Capacity and Financial Projections - Upon completion, the combined capacity of both phases will reach 60,000 tons of high-nickel lithium-ion battery ternary precursor materials, sufficient to equip approximately 400,000 electric vehicles [1] - The project will also produce 45,000 tons of battery-grade nickel sulfate, 40 tons of high-purity scandium oxide, and 163,000 tons of mirabilite, with projected sales revenue of about 7.5 billion yuan and annual tax and profit of approximately 800 million yuan [1]

Core Viewpoint - BYD is entering the two-wheeler and three-wheeler battery market, aiming to reshape the electric bicycle market landscape with its new product launch and strategic partnerships [1][2]. Group 1: Market Entry and Strategy - BYD will hold a product launch event for its two-wheeler and three-wheeler batteries on May 17, signaling its full entry into this market [1]. - The company has established partnerships with several well-known two-wheeler and three-wheeler brands, including New Day, Huaihai (Zongshen), and LIMA, to provide battery solutions [4]. - BYD's strategy includes a dual approach of "technology output + ecosystem co-construction" to establish a comprehensive industry chain in the low-speed vehicle market [6]. Group 2: Product Development and Features - BYD's subsidiary, Fudi Battery, has developed a 48V15Ah product using lithium iron phosphate technology, emphasizing safety, long cycle life, and good temperature performance [3]. - The new batteries are designed to meet automotive-grade safety standards, featuring high stability, long cycle life, and performance in extreme temperatures [7]. - The battery management system will enable full lifecycle monitoring and risk warning, enhancing vehicle and battery status control [7]. Group 3: Market Potential and Future Outlook - The global electric two-wheeler shipment is expected to reach 70 million units in 2024, indicating significant market demand for lithium batteries [6]. - With the introduction of automotive-grade safety standards in the two-wheeler market, a profound technological transformation is anticipated, leading to a reshuffling of the market landscape [8].

起点锂电圆桌技术派对话直播议程如下： | 圆桌技术派场 | 主题 | 对话及探讨具体方向 | | --- | --- | --- | | 次 | | | | | | 1、 新国标实施对电池行业有哪些影响？ | | | | 2、 新国标要求的不起火、不爆炸，从产品和技术层面实 | | | | 现难度？ | | 5月16日上午 | | | | | 汽车动力电池新国标专题 | 3、 符合新国标的电池技术路径和解决方案是哪些？ | | 10：00-12： | | | | 00 | | 4、如何拓宽动力电池性能边界？ | | | | 对话企业： | | | | 国轩高科、 多氟多、尚水智能 | | 5月16日下午 | 进击 500Ah+大储能电芯 | 1、 储能大电芯快速发展的背后逻辑是什么？ | | | 专题 | | | 14：00-16： | | 2、 500Ah+大储能电芯对材料和工艺的挑战有哪些？ | | 00 | | 3、 500Ah+大储能电芯给客户带来哪些价值？ | 4、 大储电芯价格战何时休？ 近期新能源汽车动力电池新国标和500Ah+大储电芯成为行业重点关注和热议的话题，为了给行 业提供相关参考，起点 ...

Core Viewpoint - The article highlights the significance of battery technology in the energy transition, emphasizing the role of Chinese companies like Huzhong Group in advancing dry electrode manufacturing processes for next-generation batteries, particularly solid-state batteries [1][4]. Group 1: Event and Product Launch - The 17th Shenzhen International Battery Technology Exchange and Exhibition (CIBF2025) will take place from May 15-17, 2025, at the Shenzhen International Convention and Exhibition Center, where Huzhong Group will showcase new products [1]. - Huzhong Group will present its self-developed dry electrode core technology, demonstrating its deep commitment to key equipment and application solutions [3]. Group 2: Dry Electrode Technology - Huzhong Group's subsidiary, Huzhong Micro-Nano Technology, has extensively explored dry electrode technology, developing a mature "process package" to assist battery cell manufacturers [4]. - The dry electrode process is a solvent-free lithium-ion battery electrode manufacturing technology that simplifies processes, reduces costs, and enhances battery performance, making it a key technology for next-generation batteries, especially solid-state batteries [4]. - The advantages of dry electrodes become more pronounced with the rise of solid-state battery technology, particularly when using organic solvent-sensitive electrolytes like sulfides, where wet processes can lead to side reactions [4]. Group 3: Product Details - Huzhong Group will introduce several key products at the exhibition, including the HS-3DFM-01 fiberization mixer, HS-4RCC-350L four-roller film rolling composite machine, HS-LDPLC low dew point experimental chamber, and an omnidirectional film-making machine, providing comprehensive solutions for solid-state battery R&D teams [5][6][7]. - The HS-3DFM-01 fiberization mixer utilizes motor-driven three-dimensional motion and specially designed blades to achieve efficient and uniform mixing of raw materials, ensuring optimal fiberization of PTFE [5]. - The HS-4RCC-350L machine is designed for the preparation and rolling of electrode (electrolyte) films, with a maximum speed of 20M/min and a maximum output speed of 15M/min [6]. - The HS-LDPLC low dew point experimental chamber is tailored for solid-state battery experimental platforms, maintaining a dew point of ≤ -60°C [7]. Group 4: Strategic Collaborations and Future Outlook - Huzhong Group has established a strategic cooperation agreement with Zhongke Gonen to advance the industrialization of solid-state batteries, focusing on the development of the sulfide all-solid-state battery market [13]. - The solid-state battery technology is expected to transition from small-scale trials to pilot lines and eventually to full market adoption, with major automotive and battery manufacturers targeting 2027 as a key year for mass production [13]. - Huzhong Group aims to stay at the forefront of technology and market trends, integrating new energy and new material technologies to provide efficient and energy-saving solutions for customers [13].