湖北当地多家媒体报道显示，7月9日，兴发保谷磷化工产业园项目暨楚烽新材料项目在湖北省襄阳市谷城县正式开工。 据悉，此次开工的项目，是湖北襄阳与兴发集团有限责任公司签订合作协议，总投资200亿元，规划用地4000亩，建设磷系新材料产业园项 目。项目建成后，年产值将达300亿元，涵盖智能采矿、绿色选矿、精细磷化工、新能源新材料、资源循环利用等全产业链，对襄阳打造千亿 级煤磷化工产业具有重要支撑作用。 （来源：湖北日报、海融网） 点击阅读原文，即可报名参展参会！ | 往 | 期 | 回 | 顾 | | --- | --- | --- | --- | | ｜ | 2025中国两轮车共享换电电池TOP排行榜及行业白皮书重磅发 | 01 | 布！ | | 02 | ｜ | 睿恩新能源：无极耳圆柱电芯性能和安全带来的行业惊喜 | | | 03 | ｜ | 创明新能源：大圆柱电池在两轮车细分领域的应用及发展前景 | | | ｜ | 2025首届硫化物全固态电池国际峰会暨展览会定档11月8日广州 | 04 | 举办！ | ...

Core Viewpoint - Jiangsu Weijinmai Technology Co., Ltd. has received approval for its high-end intelligent green factory project dedicated to specialized materials for new energy battery shells, with a total planned investment of 1 billion yuan [1]. Group 1 - The project is located in Suqian High-tech Zone, with an expected annual production capacity of 300,000 tons of specialized materials for new energy battery shells upon completion [1]. - The pre-plated nickel battery shell steel produced by this project features controllable and uniform coating technology advantages, making it more efficient and environmentally friendly [1]. - The pre-plated nickel production line is the first of its kind in the country, which will strengthen the new energy industry chain in Suqian and contribute to China's goal of becoming a strong nation in new materials [1].

Core Viewpoint - The forum focused on the development of the two-wheeler and battery exchange market, highlighting the importance of safety, performance, and technological advancements in lightweight power batteries [1][2]. Group 1: Industry Trends - The lightweight power battery market is expanding beyond two-wheelers to include three-wheelers, low-speed four-wheelers, and shared mobility [2]. - Consumer preferences have shifted towards safety and performance, particularly after several lithium battery incidents, leading to increased demand for longer range and high discharge/charge rates [2][3]. - The market for two-wheelers is substantial, with a total ownership of 420 million vehicles and significant growth potential [3]. Group 2: Market Insights - The average cycle life of lead-acid batteries is decreasing due to competition, while lithium iron phosphate batteries boast an average cycle life of over 2500 times [5]. - Key focus areas in the two-wheeler battery sector include safety, waterproofing, shock resistance, range, lifespan, temperature resilience, and convenience of battery exchange [6]. Group 3: Company Solutions - Penghui Energy has established itself with over 10,000 employees and 12 global bases, focusing on advanced battery technologies and manufacturing capabilities [8]. - The company emphasizes four key advantages in lightweight power batteries: high-quality cells, extreme safety testing, long lifespan designs, and fast charging capabilities [9][10][11][12]. - The production process is supported by a rigorous management system, ensuring high-quality manufacturing standards and certifications [16]. Group 4: Product Offerings - The company offers customized production solutions, collaborating with core clients from product development to mass production [17]. - A notable product is the 64V40Ah battery, which is uniquely compact and compatible with over 90% of market models [17].

Group 1 - The signing of a 30GWh battery production base project in Lanzhou, Gansu, with a total investment of 9 billion yuan, aims to establish a large-scale production capacity for new energy batteries [2] - EVE Energy has established a long-term strategic partnership with Junyueyun New Energy, focusing on deep collaboration in the energy storage supply chain and market innovation [3] - Lishen Battery has launched six new revolutionary cylindrical batteries, integrating advanced technologies to address key industry challenges [4] Group 2 - CATL has filed a lawsuit against Haicheng Energy for unfair competition, highlighting a dispute over battery specifications and patent overlaps [5] - LG Energy's Q2 operating profit is expected to reach 492.2 billion won, a 152% increase from the previous year, driven by strong battery sales [6] - Tianci Materials has initiated a lawsuit against Yongtai Technology for commercial secret infringement, seeking significant damages [8] Group 3 - Hunan Youneng plans to invest 260 million yuan in a new 150,000-ton iron phosphate production line, aiming for a total capacity of 300,000 tons [9] - Xingyuan Materials has submitted an application for an IPO on the Hong Kong Stock Exchange to support its international business development [10] - Tianci Materials is also planning to list in Hong Kong to enhance its global strategy and competitiveness [11] Group 4 - Xinjiang Tokkuz has signed a major investment agreement for a high-end new materials project worth 8.647 billion yuan, including a 30,000-ton lithium hexafluorophosphate production line [12] - Jiangxi Jiuhui New Materials is set to establish an 8,000-ton battery-grade lithium carbonate project with an investment of 400 million yuan [13] - Jiangsu Yinglian has completed its headquarters for composite materials, with an expected annual production capacity of 1 billion square meters of composite aluminum foil [14] Group 5 - The completion of a 80,000-set battery pack component project by Jiangxi Xinxinyuan marks a significant milestone in battery component production [15] - Tianmu Xiandao's new silicon-based anode project in Liyang is set to produce various silicon-carbon materials, with an expected annual output value of 1.255 billion yuan [16] - Inner Mongolia's lithium resource project has successfully launched its first batch of lithium carbonate, contributing to the local lithium battery supply chain [17] Group 6 - Liyuanheng has begun delivering solid-state battery production line equipment to major domestic clients, indicating advancements in solid-state battery technology [19] - Xingyun Electronics has successfully delivered an intelligent production line for solid-state batteries, tailored to customer needs [20] - Jiangxi Xinsan Yuan has established a new company focused on battery manufacturing and recycling, enhancing its operational capabilities [22] Group 7 - A new project for recycling and utilizing 50,000 tons of retired lithium batteries has been announced in Chongqing, with a total investment of 300 million yuan [23] - A project for dismantling electric vehicles and recycling batteries in Henan has been approved, with an investment of 10 million yuan [24] - A lithium battery recycling plant in Spain has experienced explosions and fires, raising safety concerns in the industry [25] Group 8 - Changan Automobile and Tianqi Co. are collaborating on a project for the recycling and regeneration of 20,000 tons of used lithium batteries [26] - NIO and JAC's joint venture company is set to be dissolved, indicating strategic shifts in the electric vehicle market [28] - BYD has delivered its 90,000th new energy vehicle in Thailand, showcasing its growing presence in the Southeast Asian market [30] Group 9 - Xiaomi is being reported as a significant threat to Tesla in the electric vehicle market, highlighting competitive dynamics in the industry [31] - Chery has announced a restructuring plan to enhance its domestic business operations, indicating strategic realignment [32] - Changan Group is undergoing a major restructuring, with plans to establish a new automotive industrial group [33] Group 10 - Volvo is reportedly laying off employees in China, with compensation packages reflecting the company's global restructuring efforts [34] - GAC Fiat Chrysler has declared bankruptcy, unable to meet its debt obligations, marking a significant event in the automotive sector [35]

Group 1 - The core viewpoint of the article emphasizes the rapid development and commercialization of sulfide all-solid-state batteries, highlighting their potential to surpass traditional liquid lithium batteries in energy density and safety [5][11]. - The energy density of sulfide all-solid-state batteries is expected to increase from 350 Wh/kg in 2025 to 500 Wh/kg by 2030, with a compound annual growth rate of 7.4%, significantly outpacing liquid lithium batteries [5]. - The commercialization timeline has accelerated, with large-scale production anticipated in 2026, one year ahead of the original plan, indicating unexpected technological breakthroughs [5]. Group 2 - The article discusses the current state of sulfide all-solid-state battery technology, noting that China is set to triple Japan's patent applications by 2024, although Japan still holds 40% of global foundational patents [5]. - The domestic policy framework supports the development of solid-state batteries, with a target for vehicle integration by 2027, and many companies are ahead of schedule [5][9]. - The article outlines the importance of supply chain security, emphasizing the need for domestic production of lithium sulfide to reduce reliance on high-cost materials from Japan and South Korea [6]. Group 3 - The article highlights the expansion of end-use applications for sulfide all-solid-state batteries, particularly in aviation and military sectors due to their high safety features [7]. - Innovations in production processes, such as dry electrode technology, are expected to reduce manufacturing costs by over 30% compared to traditional liquid batteries [8]. - The article predicts a market window from 2025 to 2030 as a critical phase for sulfide batteries, with a projected global market size of $20 billion by 2030 and a compound annual growth rate exceeding 45% [11]. Group 4 - The article details advancements in sulfide electrolyte materials, including breakthroughs in ionic conductivity and stability, which are crucial for high-rate charging and discharging [13][15]. - The development of low-cost synthesis processes has led to a 40% reduction in material costs compared to 2023, with continuous production capabilities already achieved [16]. - The article discusses the challenges of interface stability and large-scale manufacturing, with specific techniques proposed to enhance performance and longevity [18][19]. Group 5 - The organizational structure for the 2025 International Summit on Sulfide All-Solid-State Batteries is outlined, including key participants and the event's significance in the industry [26][32]. - The summit will feature discussions on the technological roadmap for sulfide solid-state batteries, focusing on critical indicators for material systems, process paths, and industrial milestones [32][34]. - The event aims to establish the first alliance dedicated to all-solid-state batteries, fostering collaboration across the entire industry chain [33].

Core Viewpoint - The 2025 Fifth Electric Two-Wheeler Battery Exchange Conference focuses on the development and application of advanced battery technologies, particularly cylindrical batteries, in the electric two-wheeler market, highlighting growth opportunities and challenges in the industry [1][9]. Group 1: Market Overview - The global electric vehicle market is growing annually, with the Asia-Pacific region accounting for 63% of the market share, Europe at 31.4%, and North America at 4% [3]. - In China, electric two-wheeler sales have been increasing since 2017, with a slight dip expected in 2024 due to new national standards, but a rebound is anticipated starting this year [3]. - As of 2024, there are over 400 million two-wheelers in China, with lithium-ion batteries currently holding about 10% market share, projected to rise to 30-40% in the coming years [4]. Group 2: Battery Demand and Characteristics - The demand for two-wheeler batteries encompasses five key aspects: safety, price, range, lifespan, and performance [5]. - Current market applications predominantly use lead-acid batteries, which account for 50% of the market, with consumers prioritizing cost-effectiveness and safety [3][5]. - The preferred range for electric two-wheelers is over 50 kilometers, with over 90% of users requiring this range [3]. Group 3: Cylindrical Battery Insights - The cylindrical battery market is characterized by several series, including 3233, 40, 46, and 60 series, with the 46 series being a significant driver due to its application in new energy vehicles [7]. - The advantages of cylindrical batteries include lower manufacturing costs, reduced module complexity, and improved longevity, with lifespans extending from 5 to 10 years [7][9]. - Current cylindrical batteries typically operate within a discharge range of 1C charge and 2C discharge, with a cycle life of 2000 to 4000 cycles [7][8]. Group 4: Opportunities and Challenges - The demand for cylindrical batteries in electric two and three-wheelers is on the rise, driven by the transition from lead to lithium batteries [9]. - Challenges include cost pressures, competition, performance enhancement, and manufacturing difficulties [9]. - The market is expected to see growth in the application of cylindrical batteries, with ongoing developments in semi-solid systems and safety management [9]. Group 5: Company Overview - Shenzhen Chuangming New Energy Co., Ltd. was established in 2003 and operates five production bases globally, with a research base in Dongguan [12]. - The company offers three main products: the 32140 basic model, the 32140 high-rate model, and the 46120 capacity model, catering to different market needs [12].

Core Viewpoint - The article discusses the development and trends of the electric two-wheeler industry in China, focusing on the shared battery swapping model and the lithium battery market, highlighting the impact of policies, market dynamics, and technological advancements on growth opportunities and challenges in the sector [2][4][26]. Group 1: Electric Two-Wheeler Industry Development - The electric two-wheeler shipment volume in China is projected to reach 54 million units in 2025, driven by the implementation of "old-for-new" policies and increased exports [8][9]. - In 2024, the shipment volume of lithium electric two-wheelers is expected to be 4.62 million units, with significant growth attributed to exports [8][9]. - The shared electric two-wheeler market has evolved through various stages, including rapid development, policy tightening, and recent policy relaxation, indicating a shift towards a more supportive regulatory environment [9][15]. Group 2: Shared Electric Two-Wheeler - The shared electric two-wheeler market in China saw a 21.1% increase in new deployments in 2024, with expectations for continued growth in 2025 [15]. - Major players in the shared electric two-wheeler market include Hello, Meituan, and Qingju, which collectively accounted for over 65% of new deployments in 2024 [15]. - The development of shared electric two-wheelers is supported by a growing acceptance of the shared economy model, with increasing demand for efficient urban mobility solutions [9][15]. Group 3: Battery Swapping for Electric Two-Wheelers - The battery swapping model is gaining traction due to its efficiency and safety advantages over traditional charging methods, with several cities implementing supportive policies [12][29]. - In 2024, the battery swapping market is expected to see a deployment of 1.51 million battery packs, with a projected increase in the coming years as policies become more favorable [25][29]. - The demand for battery swapping is particularly strong among delivery riders, who require quick and reliable battery solutions to meet their operational needs [16][19]. Group 4: Lithium Battery Market - The total shipment of lithium batteries for electric two-wheelers in China is projected to reach 9.42 million units in 2024, with a significant portion attributed to shared and swapping applications [48][49]. - The market is witnessing a shift towards lithium iron phosphate batteries due to their safety and longevity, while the share of ternary lithium batteries is gradually decreasing [49][52]. - The export market for lithium batteries is expanding, with a notable increase in demand from Southeast Asia and other regions, indicating a growing international presence for Chinese manufacturers [48][49]. Group 5: Industry Trends and Challenges - The electric two-wheeler industry is expected to benefit from supportive government policies aimed at promoting green transportation and improving safety standards [27][29]. - The market is becoming increasingly concentrated, with smaller players facing challenges due to stricter regulations and competition from larger, more established companies [27][29]. - The development of standardized battery specifications and interfaces is crucial for the growth of the battery swapping industry, facilitating interoperability and expanding service availability [29][30].

Core Viewpoint - The 2025 Fifth Chang'an Two-Wheeled Vehicle Battery Exchange Conference focuses on advanced technologies in the two-wheeled vehicle and battery exchange industry, highlighting innovations in lithium batteries, sodium batteries, and fast-charging technologies [1]. Group 1: Event Overview - The conference was held on July 11, 2025, in Shenzhen, with over 300 key enterprises and 600 industry leaders participating to discuss industry development [1]. - The theme of the conference was "Battery Exchange City, Smart Two-Wheeled Vehicles," emphasizing the importance of battery exchange systems in the two-wheeled vehicle sector [1]. Group 2: Company Presentation - Noda Wisdom, a relatively new company, specializes in lithium battery cells, producing models such as 18650-3800mAh and 21700-5800mAh, with a focus on semi-solid batteries [3]. - The company has established a complete industrial chain, extending from raw material sourcing to applications in backup power, home storage, two-wheeled vehicles, and resource recycling [3]. Group 3: Technology Development - Noda Wisdom's semi-solid batteries have achieved international certifications and are positioned for mass production, with advancements in materials and safety [3][12]. - The company is developing multi-pole ear technology, which enhances energy density and safety, with a focus on applications in two-wheeled vehicles, electric tools, and robotics [9][18]. Group 4: Market Applications - The primary application areas for Noda Wisdom's products include two-wheeled vehicles, lighting, scooters, and electric tools, with plans to expand into drones and robots by 2025 [12][23]. - The company aims to address challenges in electric tools, such as insufficient instantaneous discharge power and overheating issues, through its multi-pole ear technology [19][20][22].

2025 年 7 月 11 日，由起点锂电、起点 固态电池 、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车 换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 本次论坛聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞。论坛 现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 在下午新国标电自电池技术专场， 多氟多新能源 前瞻技术研究副院长 杲绍芒发表演讲，分享主题： 电动两轮车及换电高安全动力电池解决方 案。 以下为演讲实录： 各位朋友，各位同仁，下午好！ 今天到场了不少人，我是来自多氟多的新能源杲绍芒，下面我给大家分享：电动两轮车及换电高安全动力电池解决方案。 大圆柱电池，近几年一直是热潮，我们今年在大圆柱上又扩展了将近 8 个 GWh 。整体来说，今年到 12 月份，产能是 22GWh+ ，属于大圆 柱里产能最充足的企业。 下面进行我的汇报。 多氟多新能源是依靠多氟多新材料进行研发的产业，母公司是做化工起家的公司，公司先期申请 1300 多件专利 ...

2025 年 7 月 11 日，由起点锂电、起点固态电池、起点两轮车及换电主办，以"换电之城 智慧两轮"为主题的 2025 第五届起点两轮车换电大 会暨轻型动力电池技术高峰论坛在深圳宝安登喜路国际酒店正式举办。 本次论坛聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞。论坛现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 在下午两轮车电摩及电池技术专场， 睿恩新能源 国内销售副总经理 谢志明发表演讲，分享主题： 无极耳圆柱电芯性能和安全带来的行业惊 喜。 以下为演讲实录： 各位领导，各位嘉宾，大家下午好！ 今天和大家汇报的内容有 3 个部分：一、简单的公司介绍；二、无极耳圆柱电芯性能和安全带来的行业惊喜；三、无极耳圆柱电池在轻便两轮 车及电摩行业的应用推荐。 首先简单介绍我们公司。睿恩新能源于 2022 年 10 月落地在常州，虽然我们成立时间不长，但我们已经创造了很多个奇迹。第一个，从 2023 年 11 月打第一个桩开始，花了 13 个月建完 1 0 万多平方米的厂房并拉通产线，且满足量产要求；第二个在今年 3 ...