Core Viewpoint - The article discusses the recent focus on new national standards for electric vehicle power batteries and the development of 500Ah+ large storage cells, highlighting the importance of industry dialogue and technological exploration [1][2]. Group 1: New National Standards for Power Batteries - The roundtable discussion will address the impacts of the new national standards on the battery industry [2]. - Key topics include the challenges of achieving non-flammability and non-explosiveness from both product and technical perspectives [2]. - The discussion will explore the technological pathways and solutions that comply with the new standards [2]. - Participants in this segment include companies such as Guoxuan High-Tech, Funeng Technology, and Dofluor [2]. Group 2: 500Ah+ Large Storage Cells - The roundtable will investigate the underlying logic behind the rapid development of large storage cells [2]. - It will also cover the challenges related to materials and processes posed by 500Ah+ large storage cells [2]. - The value that 500Ah+ large storage cells bring to customers will be a focal point of discussion [2]. - Companies involved in this dialogue include Ganfeng Lithium, Penghui Energy, and Xinnengda [4]. Group 3: Event Details - The event will take place on May 16, 2025, at the CIBF exhibition in Shenzhen, with live streaming on the Qidian Lithium Battery video account [3]. - The format includes a roundtable forum, host questions, and online live streaming [3]. - The event aims to focus on new technologies and explore new boundaries within the industry [3].

5月7日-8日，蜂巢能源在德国慕尼黑Intersolar Europe展会期间密集签署四项战略合作协议，覆盖储能供应链保障、风险管控及客户开发等 领域，累计签约项目规模超2GWh。此次签约标志着蜂巢能源在西欧、印度、东欧等核心市场的本地化布局进一步深化，全球"出海战略"迈入 规模化落地阶段。 技 术引领：赋能 跨国项 目交付 供应链合作领域， 蜂巢能源与印度某公司达成总规模达769MWh的项目， 覆盖孟买实验性储能电站及古吉拉特邦大型储能系统，采用蜂巢能 源自主研发的"大刀"二代350Ah电芯及双层液冷技术， 为东南亚市场拓展提供了可复制的风险管控模型。 同期， 蜂巢能源与禾望电气签署战略合作谅解备忘录，双方将共同开拓欧洲、东南亚、中东及美洲市场。 针对欧洲知名车企160MWh储能项 目，蜂巢能源将主导系统设计与集成，禾望电气提供高性能功率变换设备，通过"集成+核心部件"的深度协同，构建覆盖项目全周期的本地化 服务能力。 "双击"欧洲市场：本土化生态圈成型 在欧洲客户开发端，蜂巢能源接连斩获两大重点项目： 其一，与东欧独家分销商达成450MWh大储项目合作。蜂巢能源作为独家设备供应商，提供从电芯到储能系统的全 ...

CINE2025钠电及固态电池国际峰会暨展览会 展会背景及简介 钠电池及固态电池作为下一代新能源电池的主要技术路线，是国家重点支持发展的新质生产力，近几年中国钠电及固态 电池产业取得加速发展，产业化进程提速。 根据起点研究院（SPIR)统计整个钠电池及固态电池产业链上下游超过1000+相关企业，企业数量众多，但是缺乏专业的 产业链展会和专业的展示服务平台。在此背景下， 起点钠电、起点固态电池、起点锂电 作为电池行业权威媒体平台顺势 而为，推出了 "CINE2025钠电及固态电池国际峰会暨展览会" ，旨在打造钠电及固态电池等新型电池技术行业第一展， 为电池产业链企业搭建专业展示平台，促进钠电及固态电池产业链高质量发展。 "CINE2025钠电及固态电池国际峰会暨展览会" 是钠电池及固态电池行业首届全产业链专业展会，主要聚焦下一代新型 动力及储能电池技术，也是规模最大的新型动力及储能电池技术专业展会。主办方是新能源电池行业权威媒体平台-起点 钠电和起点锂电，举办时间定档为 2025年11月6日-8日，举办地点为：深圳坪山燕子湖会展中心。 展商规模200+，参会 企业2000+，专业观众20000+，同期钠电及固态 ...

Core Viewpoint - The article highlights the significant investment and strategic initiatives of Jinsing New Energy in the lithium battery recycling sector, emphasizing its potential for resource recovery and market growth [1][2]. Group 1: Project Overview - On May 8, Jinsing New Energy signed a contract for a comprehensive utilization project for retired batteries in Huanggang, Hubei, with an investment exceeding 10 billion [1]. - The project aims to achieve an annual processing capacity of 400,000 tons of retired batteries, facilitating the efficient recovery and reuse of strategic resources such as lithium, phosphorus, and iron [1]. Group 2: Company Background - Jinsing New Energy Co., Ltd. was established in 2010 and focuses on lithium battery recycling and regeneration, headquartered in Zhaoqing, Guangdong [1]. - The company entered the lithium battery recycling business in 2014 by establishing Jiangxi Ruida New Energy Technology Co., Ltd. It ranks 680th in the Hurun Global Unicorn List for 2024, with a valuation of 12 billion [1]. Group 3: IPO and Future Plans - Jinsing New Energy has submitted its IPO application to the Hong Kong Stock Exchange, which has been accepted [2]. - According to the prospectus, the company plans to conduct "full-component" recycling of retired lithium batteries and production waste, aiming to produce raw materials for ternary batteries and lithium iron phosphate battery electrodes [2]. - Currently, Jinsing New Energy operates three production facilities in Guangdong and Jiangxi, with plans to increase the processing capacity of retired ternary lithium batteries to 280,000 tons by 2025 [2].

Core Viewpoint - The change of control at Funeng Technology to Guangzhou Industrial Investment Holding Group is expected to provide comprehensive support for the company's strategic, market expansion, R&D, financing, and management efforts, which will aid in its long-term stable development [1][2][3]. Group 1: Control Change - Funeng Technology announced the completion of the change in its controlling shareholder and actual controller on May 8, 2024, with the new controlling shareholder being Guangzhou Industrial Investment Holding Group [1]. - The new actual controller is the Guangzhou Municipal Government, which holds a 90% stake in the Industrial Investment Holding Group [2]. Group 2: Financial Performance - Funeng Technology reported a significant reduction in losses, with a net profit of -332 million yuan in 2024, marking an 82.22% decrease in losses compared to the previous year [6]. - The company's revenue reached 11.68 billion yuan in 2024, indicating a growth trend despite previous losses since its IPO in 2020 [6]. Group 3: Margin Improvement - The improvement in financial performance is attributed to a notable increase in gross margins across various product lines, with cell gross margin reaching 30.57%, an increase of 13.27 percentage points [7]. - Domestic and international revenues were 2.68 billion yuan and 8.66 billion yuan, respectively, with domestic gross margin increasing by 18.76 percentage points [7]. Group 4: Product and Capacity Development - Funeng Technology has made significant advancements in product development, including the mass production of SPS large soft-pack products and the development of a super-fast charging lithium iron phosphate system [8]. - The company is also progressing on capacity expansion projects, with a 30 GWh battery production project in Ganzhou and a 30 GWh production base in Guangzhou, both expected to reach operational status by Q4 2025 [8]. Group 5: Market Opportunities - Despite a declining market share for soft-pack batteries in the domestic power sector, there is a growing demand in overseas markets and non-large power applications, such as consumer electronics and light-duty vehicles [10][11]. - Funeng Technology is actively engaging with strategic clients like Mercedes-Benz and GAC, and is exploring opportunities in emerging markets such as robotics and eVTOL [13]. Group 6: Future Strategy - The company aims to leverage the combination of soft-pack and solid-state battery technologies, which is expected to enhance performance and safety, thus broadening application boundaries [15]. - The industry recognizes the potential of the soft-pack and solid-state battery combination as a significant direction for future market and enterprise development [15].

Core Viewpoint - Chuangneng New Energy signed a strategic cooperation agreement with UK-based Immersa for a 2.5GWh energy storage project, focusing on the CORNEX M5 battery module, aiming to enhance global market presence and technological innovation [1]. Group 1: Strategic Cooperation - The agreement outlines a five-year collaboration to achieve 1.25GWh to 2.5GWh in energy storage projects, establishing a global strategic partnership for product supply, after-sales service, and project development [1]. - This partnership is expected to accelerate technological innovation and diversify product offerings in the global energy storage market [1]. Group 2: Product Showcase - At the 2025 European Smart Energy Expo, Chuangneng showcased advanced energy storage products, including a new generation 472Ah high-capacity battery and the 5MWh CORNEX M5 battery module, highlighting their commitment to high-quality and diverse solutions [1]. - The company aims to provide innovative solutions for global energy storage applications, contributing to the industry's development [1]. Group 3: Market Expansion - Over the past two years, Chuangneng has accelerated its global market expansion, forming strategic partnerships with several overseas renewable energy companies, including Ever Energy and Bison Energy [1]. - The company leverages technological innovation and product iteration to gain a competitive edge in the global renewable energy market [1].

建设储能项目，江苏是认真的。 起点锂电获悉，江苏洁源储能电池项目传来最新消息，该项目已完成一号厂房地基建设，混凝土抗压强度达标后即可开启钢柱安装，一 号厂 房预计将在本月月底建成，下个月底投产，争取在今年 Q3 完成一期项目，实现第一批电池出厂。 该项目规模约 20GWh ，总投资 50 亿元，其中首期 30 亿元建设 10GWh ， 共涵盖 11 个储能单体，开工仪式在今年 1 月举行，如果想 在 Q3 投产出商品，那么接下来还要建厂房并安装相关设备调试，涵盖电芯、模组、 BMS 、 PACK 、集装箱等制造环节，进度较为紧张。 该公司主要业务分为三大板块：锂电池 / 光伏 / 风电，其中光伏和风电业务以开发投资建设项目为主，锂电池则有实打实的项目进行生产销 售，该公司也在多地进行储能电池厂的投资和全钒液流电池工厂的建设。 据了解，江苏省省内生产的储能电池年销售额已超过 2000 亿元，占全国储能电池的总产量约三分之一，累计建成新型储能项目 665 万千 瓦，电网侧类型储能规模全国第一。 江苏省能如此迅速的开工一个又一个储能项目，与其政策支持和省内新能源企业壮大有密切关系。 起点锂电经过不完全统计，近两年来 ...

Core Viewpoint - The article highlights the recent launch of the manganese lithium battery production line by Hongli New Energy (Chengdu) Co., Ltd., marking an expansion in lithium battery production capacity in the Qionglai region [1][2]. Company Overview - Hongli New Energy (Chengdu) Co., Ltd. is a wholly-owned subsidiary of Henan Hongli New Energy Co., Ltd., established in 2015, focusing on manganese-based lithium-ion batteries and their cathode materials [2]. - The company primarily produces cylindrical batteries, including models such as 18650 and 14500, with applications in various sectors like power tools, toys, mobile power sources, and smart home devices, exporting to regions including the USA, Europe, and Southeast Asia [2]. Production Capacity - Hongli New Energy has established three production bases in Xinxiang, Jiaozuo, and Chengdu, with a total annual production capacity of 10 GWh for lithium-ion batteries and 20,000 tons for manganese lithium [3]. - The Chengdu project, which recently commenced production, aims to achieve a production value of 30 million yuan in Q2 and targets full production by August [3]. Industry Context - Sichuan province is recognized as a significant lithium battery industry hub in Southwest China, benefiting from abundant mineral resources and transportation advantages, attracting numerous lithium battery enterprises [3]. - The article mentions another project by Chuangming New Energy in Mianyang, which involves a large cylindrical battery project with a total investment of 12 billion yuan, highlighting the growing investment in the lithium battery sector [3]. Product Advantages - Chuangming New Energy's cylindrical battery products are noted for their high safety, energy density, long cycle life, and low internal resistance, making them suitable for various applications including transportation, energy storage, and aerospace [4]. - The use of full-tab technology in their cylindrical batteries significantly reduces internal resistance and heat generation, enhancing overall performance [5]. Market Position - According to a report by Qidian Research Institute, global shipments of cylindrical batteries are projected to reach 151.2 GWh in 2024, representing a 24% year-on-year increase, with Chuangming New Energy ranking tenth in the industry by shipment volume [5].

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， 欣旺达、赣锋锂电、鹏辉能源 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 对话企业： 赣锋锂电、 鹏辉能源、欣旺达 附其他同期宣传活动安排: 1、起点锂电云逛展现场直播 活动名称： 起点锂电云逛展现场直播 活动形式：展区介绍+企业互动+在线直播 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 | 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： | | | ...

Core Viewpoint - Company has made significant progress in various battery material sectors, including ternary materials, manganese iron lithium, sodium battery materials, and solid-state batteries, while navigating challenges such as U.S. tariff policies and new national standards [1][2][3][4][5][6]. Group 1: Ternary Materials Business - Company is the only domestic enterprise with large-scale overseas production bases for positive electrode materials, with significant output from its Korean base and the initiation of the Poland project [3]. - In Q1 2025, the ternary business achieved a profit of approximately 47 million, although it saw a decline due to reduced sales and increased processing costs [7]. - The company aims to enhance its competitive advantage in ternary products to improve profitability as demand for high energy density products rises [3]. Group 2: Manganese Iron Lithium Business - The existing manganese iron lithium capacity has reached full production and sales, driven by increased orders from power customers and new national standards [4]. - The first-generation product has achieved mass production in the electric vehicle market, with significant orders for thousands of vehicles [4]. - The company anticipates that profitability will be achieved once sales exceed 10,000 tons, leveraging scale effects and cost advantages [8]. Group 3: Sodium Battery Materials Business - Company’s sodium battery positive electrode materials have gained a leading position among top domestic and international battery manufacturers [5]. - A 6,000-ton demonstration production line is set to be completed within the year, aiming for rapid development in the sodium battery sector by 2026-2027 [2][12]. Group 4: Solid-State Battery Business - The company has maintained stable cooperation with downstream customers for semi-solid battery materials and has begun bulk shipments [6]. - In the full solid-state battery sector, the company is focusing on the development of high-nickel ternary positive electrode materials and solid electrolytes, with ongoing construction of a pilot line [17]. Group 5: Impact of U.S. Tariff Policies - Due to U.S. tariff policies, products manufactured in China are no longer sold in the U.S. market, with exports primarily coming from the Korean factory, which is less affected by tariffs [10]. Group 6: New National Standards - The new national standards have raised the technical threshold for batteries, leading to differentiation among battery manufacturers, with stronger companies gaining advantages [19].