起点锂电圆桌技术派对话直播议程如下： 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、孚能科技、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、鹏辉能源、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 | 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、 孚能科技、多氟多、尚水智能 | | 5月16日下午 | 进击 500Ah+大储能电芯 | ...

Core Viewpoint - The separator industry shows signs of recovery at the beginning of this year after experiencing a downturn in 2024, with increased orders and project developments despite low prices [1] Group 1: Industry Developments - Three major separator projects have made progress recently: 1. Thick Life New Energy's lithium battery separator project in Chongqing has started with a total investment of 6.5 billion yuan, aiming for an annual production capacity of nearly 3 billion square meters by the end of 2027 [2] 2. Foshan Plastics Technology announced a plan to acquire Jinli Co., marking its entry into the new energy sector with an acquisition cost of approximately 5.08 billion yuan [2] 3. Dinghao New Materials' project in Yibin, Sichuan, has begun renovations, planning to produce 100 million square meters of separators and 6,000 tons of collecting fluid annually, with a total investment of 2 billion yuan [2] Group 2: Market Trends - The separator prices were halved in 2024, but the shipment volume reached a historical high, with global lithium battery separator shipments expected to reach 26 billion square meters in 2024, a year-on-year increase of 26.8% [4] - Some separator manufacturers have started to raise prices due to intensified competition and the depletion of resources, leading to a rise in price stabilization sentiment [5] - The China Plastics Association's initiative for high-quality development in the lithium battery separator industry has provided a rationale for price increases [6] Group 3: Technological Innovations - To break through industry constraints, companies need to focus on developing new technologies, as separators play a crucial role in battery safety [9] - Leading companies like Enjie and Xingyuan Materials are investing in technological advancements, such as semi-solid battery membranes and applications in robotics, to enhance their product offerings [10][11] - The industry anticipates a sustained price increase for dry separators due to recent orders in the energy storage sector, indicating a positive outlook for the separator market [11]

Core Viewpoint - The article highlights the establishment of a new lithium iron phosphate energy storage battery manufacturing project by Zhejiang Jiaxing Aoliver Photovoltaic Technology Co., Ltd. in Wudalianchi City, Heilongjiang, with an investment of 780 million yuan and a target production date by the end of October this year [1]. Group 1 - Aoliver Photovoltaic's new project involves a 2GWh lithium iron phosphate energy storage battery manufacturing facility [1]. - The company was officially settled in Wudalianchi in September of the previous year and has been operating since 2008, focusing on research, development, design, and manufacturing of solar photovoltaic products [1]. - Aoliver Photovoltaic has introduced advanced domestic technology and equipment for the production of crystalline silicon photovoltaic modules, specializing in high-efficiency monocrystalline silicon solar modules and related products [1]. Group 2 - The company's photovoltaic modules are sold nationwide and exported to regions including Europe, the United States, Canada, and Southeast Asia, being widely used in photovoltaic power generation system projects [1].

Core Viewpoint - CATL has launched the TENER Stack, a 9MWh large-capacity energy storage system, marking a significant advancement in energy storage technology and solutions [1]. Group 1: Capacity and Cost Efficiency - The TENER Stack utilizes CATL's high energy density cells, featuring a five-year zero degradation characteristic. It offers a 45% increase in volume utilization and a 50% enhancement in energy density compared to traditional 20-foot container systems. The system can charge approximately 150 electric vehicles or power a typical German household for six years [2]. - Deploying 800MWh of storage capacity with TENER Stack reduces the required number of containers by nearly one-third compared to traditional 6MWh systems, while improving land utilization efficiency by 40% and saving 20% on overall power station construction costs [2]. Group 2: Transportation and Regulatory Compliance - The TENER Stack is designed to meet the 36-ton weight limit for land transport in 99% of global markets, achieved through a "Two in One" modular design that keeps each half-height container's weight below 36 tons. This design also accommodates various standard transportation methods, significantly reducing waiting times and lowering special transport costs by 35% [3]. - The innovative low center of gravity design enhances flexibility, allowing the TENER Stack to navigate bridges and rural roads effectively, showcasing its structural advantages [3]. Group 3: Safety Standards - In response to increasing safety concerns in energy storage, the TENER Stack has improved gas sensor sensitivity by 40%, resulting in a 35% faster response time for suppression systems [4]. - The new three-layer insulation design enhances fire resistance to two hours, and the system complies with IEEE693 seismic standards, capable of withstanding a magnitude 9 earthquake and a category 5 hurricane [5]. - As of November last year, CATL's energy storage systems have been deployed in over 1,700 projects globally, covering diverse climates and operational environments. The TENER Stack aims to support global partners in accelerating energy transition while providing more power in a smaller footprint [5].

Group 1 - CATL is seeking a loan of approximately $1 billion for investment in an Indonesian project, with negotiations ongoing for a potential 5 to 7-year term loan [2] - CATL launched the world's first 9MWh ultra-large capacity TENER Stack energy storage system, which improves volume utilization by 45% and energy density by 50% compared to traditional systems [3] - Shenyang EVE Lithium Energy announced a tender for outdoor road pipeline and traffic marking projects with a budget of 22 million yuan [4] Group 2 - Chuangneng New Energy signed a strategic cooperation agreement with UK-based Immersa for a 2.5GWh energy storage project, aiming for collaboration over the next five years [5] - Wuhan Chuangneng announced a 100 billion yuan investment in a 50GWh energy battery storage and logistics project, focusing on research, manufacturing, and sales [6] - Changsha Fudi Battery's expansion project for a 19GWh battery production line has received environmental approval [7] Group 3 - Zhongxin Innovation will gain control of the listed company Suoao Sensor, which specializes in automotive components and has partnerships with several new energy vehicle manufacturers [8] - Xinnengda established a new company in Beijing with a registered capital of 10 million yuan, focusing on energy storage technology and battery manufacturing [9] - Jiangsu Jieyuan's 20GWh energy storage lithium battery manufacturing project is progressing, with the first phase expected to be completed by Q3 this year [10] Group 4 - Shanxi Housheng's 16 lithium battery separator production lines have been fully operational, with an annual capacity exceeding 2 billion square meters [12] - Zhongwei Semiconductor completed angel round financing and is a key supplier of solid-state battery materials [13] - Zhejiang Dinghao's second-phase factory passed the factory audit by Envision Energy, indicating compliance with high standards [14] Group 5 - A project for the annual recovery of 30,000 tons of waste lithium batteries has been initiated in Yunnan, utilizing existing facilities for comprehensive recycling [20] - A project for the tiered utilization of 100,000 retired power lithium battery packs has been announced in Shandong, with a total investment of 12 million yuan [21] - By April 29, 2025, China had registered 14,600 battery recycling-related enterprises, a 13.9% increase from the previous year [22] Group 6 - SAIC Group's vehicle and battery project has officially settled in Shanghai Lingang, with an initial investment of 6 billion yuan [25] - Geely plans to acquire all issued shares of Zeekr Intelligent Technology, aiming for a complete merger [26] - Chery Automobile has submitted a listing application to the Hong Kong Stock Exchange, seeking to raise $1.5 billion for new energy vehicle development [28] Group 7 - BMW reported Q1 2025 revenue of 33.758 billion euros, a year-on-year decline of 7.8%, with a net profit decrease of 26.4% [33] - Volvo's battery subsidiary Novo Energy announced a 50% workforce reduction due to cost control measures [31][32]

Core Viewpoint - Nandu Power has showcased its advanced energy storage solutions, including the Center L Max 8.338MWh energy storage system and various high-capacity batteries, emphasizing significant improvements in energy density and safety [1][2]. Group 1: Product Innovations - The Center L Max 8.338MWh energy storage system features a self-developed large-capacity solid-state battery, achieving a 167% increase in energy density compared to conventional systems [1]. - The 30Ah solid-state battery has an energy density of 350Wh/kg and has passed multiple safety tests, ensuring it does not catch fire or explode [1]. - The 587Ah energy storage battery boasts an energy density greater than 430Wh/L, a cycle life of up to 15,000 times, and an energy efficiency exceeding 96% [1][2]. Group 2: Manufacturing Techniques - Nandu Power employs a stacking process for battery production, which enhances energy density and maintains structural integrity, avoiding stress concentration issues found in traditional winding processes [2][3]. - The 783Ah energy storage battery also utilizes the stacking technique, improving space utilization and energy density while ensuring low internal resistance [3]. Group 3: Market Positioning - Nandu Power's focus on safety and performance through innovative manufacturing techniques positions it favorably in the growing energy storage market, where demand for higher capacity and safety standards is increasing [2].

Group 1 - The establishment of Xintie Jiaoneng (Beijing) Technology Co., Ltd. with a registered capital of 10 million yuan, focusing on energy storage technology services and battery manufacturing [1] - Shenzhen Xinneng Industrial Development Technology Co., Ltd. was established with a registered capital of 100 million yuan, also fully owned by XWANDA [1] - Both companies are part of the XWANDA group, indicating a strategic expansion in the energy storage and battery sectors [1] Group 2 - The article mentions significant developments in the battery industry, including the ownership change of Funeng Technology and its substantial reduction in losses in 2024 [1] - A discussion on new national standards for power batteries and large storage cells took place among major industry players [1] - Chuangneng New Energy secured a large order of 2.5 GWh, highlighting ongoing demand in the sector [1] - A major project for retired battery recycling, valued over 10 billion yuan, has been launched in Hubei [1]

近一个月来瑞浦兰钧动作不少，分别在电芯、储能系统、低空飞行领域传来喜讯。 起点锂电获悉，近日瑞浦兰钧问顶 54Ah 电池已顺利通过《 GB38031-2025 电动汽车用动力蓄电池安全要求》新国标认证，成为行业首批达 标企业。 该认证主要有三个测试环节，首先是热扩散测试，监测点温度不超 60 ℃情况下，让单体电池热失控 5 分钟内需发出报警信号， 2 小时内不起 火爆炸，烟气不进入乘员舱即可获得通过；其次是外部火烧测试，在模拟车辆发生火灾时电池不起火、不爆炸；最后是冲击测试，对电池单体或 模组进行撞击，检测电池安全性。 问顶 54Ah 磷酸铁锂电池是瑞浦兰钧应用客户最多的产品 之一 ， 主打 高安全、长寿命、强适配 三大核心竞争力 ，适 温范围最低 -35℃ ， 且拥有 低 SOC 功率输出。 在此之前，瑞浦兰钧还携最新款储能装备 Powtrix ™ 3.0 系列 6.26MWh 储能系统亮相德国，获得现场瞩目。 瑞浦兰钧 Powtrix ™ 6.26MWh 储能系统搭载问顶 392Ah 储能电芯，可高度兼容现有产线，年中即可实现大规模交付，该储能系统提供 4h 和 2h 版本，循环寿命达 12000 次以上 ...

Core Insights - BYD Energy showcased its full range of home energy storage solutions at the Munich event, including the new Battery-Box HVB, celebrating a decade of home storage innovation [1][3] - The Battery-Box HVB is the first home storage system from BYD to utilize blade battery technology, offering high energy density and modular design for various applications [2][3] Product Features - The Battery-Box HVB has a flexible storage capacity starting from 5.94 kWh to a maximum of 29.69 kWh, and can reach up to 89.07 kWh when three units are connected [2] - The system's height is only 1327 mm, making it suitable for small spaces, and each module weighs 27.3 kg, allowing for easy installation by one person [2] - It boasts an efficiency of over 95%, with an energy density of 108.8 Wh/kg and 162.88 Wh/L, and a maximum power output of 25.6 kW, peaking at 50.18 kW within 15 seconds [2] Smart Management and Safety - The Battery-Box HVB features blind plug technology and patented smart configuration support, enabling automatic SOC adjustment, remote diagnostics, and OTA updates [3] - It utilizes BYD's LFP cobalt-free lithium iron phosphate battery, ensuring high safety and reliability, with a 15-year warranty [3] - The system is compatible with European inverters, catering to diverse customer needs in the region [3] Achievements and Recognition - During the event, BYD celebrated ten years of home storage innovation, highlighting milestones such as the patent for blind plug technology and over one million installations [3] - The company received the 2025 EUPD Best Innovation Award, reinforcing its leadership position in the global energy storage sector [3]

Core Viewpoint - The Jiangsu Housheng Chongqing Base project has officially commenced production, marking a significant step in the lithium battery separator industry, with plans for extensive future expansion [1][2]. Group 1: Project Overview - The Jiangsu Housheng Chongqing Base project, located in Tongliang High-tech Zone, has a total planned investment of 6.5 billion yuan and will cover an area of approximately 580 acres, with a production capacity of 2.7 billion square meters of lithium battery separators upon full completion [1]. - The first phase of the project has commenced production, with an annual output of 1.2 billion square meters of lithium battery separators expected [1]. Group 2: Strategic Importance - The choice of Tongliang for the project is attributed to its favorable business environment and strategic judgment regarding the development trends in the new energy industry [1]. - The project aims to establish a global leading intelligent separator production base, promoting collaborative development across the industry chain and enhancing cooperation in research and application [1]. Group 3: Industry Development - The second phase of the Jiangsu Housheng Chongqing Base project has also begun construction, with a planned capacity of 1.5 billion square meters of lithium battery separators, expected to be fully operational by the end of 2027 [2]. - Tongliang has accelerated the development of the new energy storage industry, with 18 key projects attracting over 30 billion yuan in investment, establishing a comprehensive industry chain including energy storage batteries and separator materials [2]. - The new energy storage industry has been recognized as a leading industry in Tongliang, contributing to the region's competitive advantage [2].