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].

据报道，5月12日，韩国电池制造商LG新能源宣布，将启动一项新计划，以接受拥有创新电池技术的企业的合作提议，旨在通过技术合作推 动增长。 LG新能源首席技术官Kim Je-young表示："开放式创新是将新技术和想法转化为现实的关键战略。我们将继续寻求与外部合作伙伴的合作， 以引领电池行业的未来。" 今年3月份，在韩国最大的电池行业展览会InterBattery 2025期间，LG新能源强调，未来三到五年将是提升产品竞争力、实现成本创新和构 建灵活产品组合的黄金时期。根据这一愿景，LG新能源正在积极寻求外部合作伙伴，以加强其技术基础。 通过其"开放提议启动"计划，LG新能源在对提交的提议进行全面的审查和技术评估后，将提供联合研发机会或潜在投资。 作为该计划的一部分，LG新能源目前正在接受来自初创企业在电池技术六个核心领域的提议，截止日期为6月30日。 这些领域包括材料、电 池、电池处理、电池组、电池管理系统和电池系统，涵盖系统验证和集成技术。 从2025年下半年开始，该计划将扩大范围，以接受任何与电池相关的提议，不再局限于最初的六个领域。符合条件的参与者范围也将扩大至 上市公司，并支持全年提交提议。 为了便于 ...

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，起点锂电在CIBF期间特邀了 国轩高科、多氟多、尚水智能 等企业参与汽车动 力电池新国标圆桌对话， 赣锋锂电、 昆宇电源、欣旺达、 诚捷智能 等企业参与500Ah+大储电 芯圆桌对话，活动 将全程在起点锂电视频号同步直播，直播二维码： 欢迎扫码预约 国轩高科、 多氟多、尚水智能 活动形式： 圆桌论坛+主持提问+在线直播 活动主题： 聚焦新技术 探索新边界 活动时间： 2025年5月16日 直播地点： CIBF展深圳宝安会展中心展馆现场 直播平台： 起点锂电视频号（直达30万+锂电全行业粉丝用户） 起点锂电圆桌技术派对话直播议程如下： 活动名称： 起点锂电圆桌技术派直播 圆桌技术派场 次 主题 对话及探讨具体方向 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 10：00-12： 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？ 4、如何拓宽动力电池性能边界？ 00 对话企业： 5月16日下午 进击 500Ah+ ...

Core Viewpoint - The collaboration between Sileck and Yantai Lihua Power Technology marks a significant step towards the maturity of the cylindrical battery industry, with increasing positive signals in the supply chain and a trend towards normalized upstream and downstream order cooperation [1][4]. Group 1: Strategic Cooperation - Sileck signed a strategic cooperation agreement with Yantai Lihua Power to collaborate on the development and market promotion of the 46 series cylindrical batteries, including components and automation services [1]. - The agreement includes a plan for Yantai Lihua to purchase 200 million sets of cylindrical battery components over the next five years, translating to an estimated order value of approximately 800-1,000 million yuan [1]. Group 2: Company Background - Yantai Lihua Power was established on March 9, 2023, with a registered capital of 200 million yuan, focusing on high energy density, long cycle life, and high-rate performance cylindrical batteries [2]. - The company is backed by five major shareholders, including state-owned enterprises, with a significant investment of 10 billion yuan in a 25GWh cylindrical battery project in Yantai [2]. Group 3: Production Capacity and Financial Projections - The first phase of the project is expected to be operational by June 2025, with a production capacity of 4GWh for cylindrical lithium iron phosphate cells, generating an annual output value of 2.2 billion yuan and tax revenue of 300 million yuan [3]. Group 4: Market Trends and Future Outlook - Sileck's collaboration with Yantai Lihua Power signifies recognition of its 46 series battery shell, which benefits from advanced production techniques and high material utilization [4]. - The demand for cylindrical battery shells is growing significantly, with Sileck already engaging in deep cooperation with major companies like CATL and Tesla, indicating a robust market potential [5]. - The global market for lithium battery structural components is projected to exceed 65 billion yuan in the next two years, with Sileck poised to leverage its DWI metal precision processing technology for new growth opportunities [5].

Core Viewpoint - CATL is actively pursuing a dual strategy of preparing for its IPO while rapidly advancing its industrial projects, focusing on expanding beyond lithium batteries into various sectors [1][2]. Group 1: Industrial Project Developments - In recent weeks, CATL has made significant strides in areas beyond lithium batteries, including partnerships, product innovations, and technological advancements [2]. - CATL announced a collaboration with Changan Mazda to develop automotive products based on its integrated intelligent chassis, enhancing cooperation in the skateboard chassis field [2]. - The company achieved a milestone by having its products, including the Kirin battery and the Chocolate battery swap system, pass the new national standard GB 38031-2025, becoming the first in China to have a full range of products certified [2]. - CATL launched a 9MWh super-capacity energy storage system solution, TENER Stack, which features a modular design to comply with global transportation regulations [2]. Group 2: Focus on Three Key Downstream Businesses - CATL's downstream expansion is categorized into three main areas: battery swapping, automotive chassis, and energy storage systems [4]. - The battery swapping model adopts a B to G approach, linking battery storage systems directly to the grid, allowing electric vehicles to charge during off-peak hours and even reverse discharge to the grid [5]. - CATL is forming alliances with multiple automakers to expand its battery swapping network, collaborating with major companies to launch ten vehicle models that support battery swapping [5]. Group 3: Advancements in Automotive Chassis - CATL's entry into the automotive chassis market is marked by the introduction of the Panshi chassis, which exceeds safety standards and emphasizes battery safety as a core design principle [6][7]. - The Panshi chassis utilizes advanced structural designs to enhance vehicle safety and performance, indicating a shift in automotive manufacturing towards battery-centric designs [7][10]. Group 4: Battery Industry Integration - CATL has established a closed-loop system in battery manufacturing, extending its reach into energy storage systems and automotive chassis, thereby building a comprehensive new energy empire [9]. - The company has developed a robust recycling system through its subsidiary, Bangpu Recycling, which is crucial for maintaining its battery empire [9]. - The release of the Panshi chassis suggests that battery manufacturers may increasingly influence automotive design, as the integration of battery packs into chassis becomes more critical for safety [10].

Core Viewpoint - Zhuhai Guanyu is advancing its lithium battery production capabilities with new projects and expanding into emerging markets, positioning itself for growth in both domestic and international markets [1][2]. Group 1: New Projects and Developments - Zhuhai Guanyu's new lithium battery production project in Doumen, Zhuhai, has officially topped out and is scheduled for completion and operation in November 2023 [1]. - The project covers an area of approximately 37,000 square meters with a building area of about 124,000 square meters, and the main structure was completed 50 days ahead of schedule [1]. - The new facility will feature multiple fully automated lithium battery production lines and will integrate an AI big data system for comprehensive smart upgrades in production and management [1]. - The company is also implementing energy-saving technologies and aims to create a "zero-carbon factory" [1]. Group 2: International Expansion - Zhuhai Guanyu has initiated a consumer battery project in Malaysia with a total investment not exceeding 2 billion yuan, expected to commence production by the end of 2025 [1]. - This project will enhance the company's ability to penetrate international markets and meet the demands of overseas consumer clients, further solidifying its global manufacturing footprint [1]. Group 3: Financial Performance - In the previous year, Zhuhai Guanyu reported total revenue of 11.541 billion yuan, a year-on-year increase of 0.83%, and a net profit of 430 million yuan, reflecting a growth of 25.03% [2]. - The rapidly growing power and energy storage business generated revenue of 982 million yuan, marking a significant year-on-year increase of 48.70% [2]. - Low-voltage lithium batteries and industry drone batteries accounted for 80.38% of the revenue in the power business, indicating strong demand in these segments [2]. Group 4: Innovations in Robotics - Zhuhai Guanyu is collaborating with a leading domestic automotive group’s robotics company to explore the application of high-performance soft-pack lithium batteries in intelligent robotics [3]. - The initial application of this technology will be in robotic dogs, with plans to expand into humanoid robots in the future [3][4]. - The intelligent robotics battery business is anticipated to become a new growth engine for the company [4].

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 电动两轮车及换电企业： 雅迪、新日、爱玛、小牛、九号、绿源、 铁塔能源、智租换电、光宇出 行、美团、滴滴、青桔、这锂换电（宇谷科技）、小哈换电、活绿出行、锂享换电（四川享锂来 科技）等； 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 ...

Group 1 - The core viewpoint of the article highlights that CATL's IPO in Hong Kong is set to be one of the largest in recent years, with a planned issuance of 118 million shares at a maximum price of 263 HKD per share, potentially raising between 4 to 5 billion USD [1][2] - The IPO has attracted significant cornerstone investors, including major energy companies and sovereign wealth funds, with total investments exceeding 2.6 billion USD [1][2] - CATL's market leadership and its role in empowering the global renewable energy industry are recognized as key factors for its record-setting IPO [2] Group 2 - CATL plans to use 90% of the funds raised from the IPO to support the construction of its factories in Hungary, which will enhance its local production capacity in Europe [2] - The Hungarian project, with a total investment of up to 7.34 billion EUR, aims to establish a 100 GWh battery production line, with phases one and two expected to have capacities of 34 GWh and 38 GWh respectively [2] - The company's overseas revenue is projected to increase significantly as it expands its international operations, which are seen as a major growth driver [2] Group 3 - In 2024, CATL is expected to achieve a revenue of 362.01 billion RMB and a net profit of 50.75 billion RMB, marking a year-on-year growth of 15.01% [3] - The company's overseas revenue accounted for 30.48% of total revenue, with a gross margin of 29.45%, reflecting a year-on-year increase of 9.88% [3] - In Q1 2025, CATL reported a revenue of 84.71 billion RMB and a net profit of 13.96 billion RMB, showing a year-on-year growth of 32.85% [3]

| 01 | ｜ 一周锂电新闻汇总 | | --- | --- | | 02 | ｜ 2GWh储能电池项目落地黑龙江 | | 03 | ｜ 宁德时代9MWh储能系统解决方案问世 | | 04 | ｜ 2025起点轻型动力电池及两轮车换电大会7月10-11日无锡 | | | 举办 | 点击阅读原文，即可报名参会！ 中国驻智利大使馆5月9日发布声明称，关于近期有关"比亚迪和青山控股退出在智利锂电产业化投资项目"的相关报道，经向两家公司核实， 两家公司从未声明终止在智利投资，愿同智利有关部门继续对话。 驻智利使馆表示，中智两国经济互补性强，合作基础坚实，在绿色经济、能源转型等领域存在诸多契合点和广阔机遇，许多中企愿意通过多种 形式参与智利国家锂战略，使馆将继续鼓励和支持中企在智利投资、挖掘更大潜力。 此前，智利当地报纸Diario Financiero报道称，比亚迪与青山已决定不再推进把碳酸锂加工为电池正极材料的项目。智利政府发言人Aisen Etcheverry等官员证实了该报道，称这两家中国公司在锂价暴跌后已中止投资意向。 （ 来源：界面新闻 ） 往 期 回 顾 ...

5 月 9 日晚间， 龙蟠科技 （ 603906 ）发布公告，控股子公司常州锂源、控股孙公司南京锂源与楚能新能源全资子公司武汉楚能、孝感楚 能及宜昌楚能达成协议，预计自 2025 至 2029 年间合计向楚能新能源下属三家子公司 销售 15 万吨的磷酸铁锂正极材料 ， 在不考虑客供 碳酸锂销售模式下， 预估总销售金额超 50 亿元。 龙蟠科技表示，前述协议签订有助于稳定公司产品销售，将对未来业绩产生积极影响。 值得注意的是，协议有效期延续至 2030 年 4 月 30 日，远超常规订单合作周期，凸显双方对长期合作的信心。这一合作不仅标志着龙蟠科 技在磷酸铁锂正极材料领域的市场地位进一步巩固，也预示着新能源产业链上下游企业合作模式的深化。 01 龙蟠科技 / 楚能新能源强强联合 对于龙蟠科技而言，此次合作不仅意味着未来几年的业绩保障，更关键在于客户结构优化。此前龙蟠科技五大客户占比 64.5% ，楚能降低了 其头部依赖风险，客户多元化战略初现成效。 同时， "客供碳酸锂"模式灵活定价，既规避锂价波动，又锁定加工费利润， 为业绩穿上一层 "保护衣" 。 当前，行业分化加剧，绑定头部企业的市场红利加快显现。明显看到 ...