（ 来源：起点研究） | | 2025H1中国锂电池电解液出货量T0P10 | | | --- | --- | --- | | 排名 | 企业名称 | 企业Logo | | TOP 1 | 天赐材料 | CI天赐 | | TOP 2 | 比亚迪 | | | TOP 3 | 新宙邦 | | | TOP 4 | 珠海赛结 | | | TOP 5 | 昆仑新材 | | | TOP 6 | H 大 牛 1 | | | TOP 7 | 永太科技 | | | TOP 8 | 中化蓝天 | | | TOP 9 | 瑞泰新材 | | | TOP 10 | 威海财金 | | 数据来源：起点研究院 SPIR 2025 全球锂电电解液白皮书报告 目录 向上滑动阅览 第一章 执行摘要 1.1 研究背景与意义 1.2 核心发现与关键数据 1.3 方法论说明 起点研究院 SPIR 统计， 2025H1 中国锂电池电解液出货量为 92 万吨，同比增长 57% ，增长原因主要为动力电池和储能电池出货的增长。 起点研究院 SPIR 统计 2025H1 出货量 TOP10 企业分别为： 天赐材料、比亚迪（自供）、新宙邦、珠海赛纬、昆仑新材、石大 ...

近期在由起点锂电、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 电池技术高峰论坛上，多氟多新能源前瞻技术研究副院长 杲绍芒为大家分享了多氟多在电动两轮车及换电高安全动力电池解决方案，并透露 其第三代多氟多大圆柱电池产品已经量产。 近年来，全极耳大圆柱电池发展热度持续居高不下，市场发展迅猛，据起点研究院 SPIR调研数据显示，受便携式储能、户用储能、电动两/ 三轮车（包括换电）等应用领域的带动，2024年中国40135大圆柱锂电池出货量为8890万只，2025年一季度合计出货1454.5万只，同比增 长56.40%，其中多氟多大圆柱锂电池出货量（按GWh计算）位居2024年中国前二。 多氟多新能源 前瞻技术研究副院长 杲绍芒 01 多氟多全极耳大圆柱爆单 第三代产品已经量产 杲绍芒在会议上展示了多氟多大圆柱三代产品的技术进步。 首先是第一代产品，主要技术亮点有脉冲激光焊 /转接片/底部穿透焊；第二代则 升级为连续激光焊外加双向爆破技术，相比第一代效率提升200%；第三代最大的区别是让壳体和电极直接连接，ACR下降10%~15%，这部 分对焊接的 ...

Core Viewpoint - The article focuses on the upcoming 2025 lithium battery national research and interview activities, aiming to highlight good brands and discover quality energy storage products [1]. Group 1: Research Activities - The research activities will include visits to various companies in the lithium battery sector, with a detailed schedule from August 4 to August 22, 2025, covering regions such as Shenzhen, Dongguan, and Huizhou [5]. - The research will involve factory visits, company introductions by executives, and discussions on industry trends and collaboration opportunities [4]. Group 2: Participating Companies - Notable companies targeted for interviews include BYD, CATL, and EVE Energy, among others, indicating a focus on leading players in the lithium battery industry [5][6]. Group 3: Sponsorship Opportunities - Sponsorship options are available for companies wishing to participate, with benefits including advertising placements and participation in the research activities [6].

7月25日， 安庆市公共资源交易监督管理局发布了" 年产20GWh动力电池项目一期设计总承包招标公告 "，显示该项目已 获批准建设，项目 已具备招标条件，现对该项目进行公开招标。 投标文件递交的截止时间为2025年8月15日9时30分。 | 2 安庆市公共资源交易监督管理局 | | | | --- | --- | --- | | 府信息公开 | | | | ♀ 您当前的位置：首页 > 安庆市公共资源交易监督管理局 > 重点领域信息公开 > 重大建设项目批准和实施 > 招标投标信息 > 招标公告 | | | | 索 引 号: 65/202507-00544 | 信息分类: | 招标公告 | | 文 号: | 是否有效: | 有效 | | 发布机构: 安庆市公共资源交易监督管理局 | 成文日期: | | | 生效日期: | 废止日期: | | | 主题分类: | 体裁分类: | | | 服务对象: | 生命周期: | | | 关键词: | 发文日期: | 2025-07-25 17:47 | | 称: 年产20GWH动力电池项目一期设计总承包招标公告 名 | | | 根据公告内容，本项目 招标人为 安徽振壹能源科 ...

部分是首次冲刺资本市场，比如海辰储能、正力新能、双登集团、中鼎智能、金晟新能源等。 01 在全球能源转型背景下，港股凭借国际化资本渠道和宽松的融资环境，正成为锂电企业突破内卷、加速海外扩张的战略 "跳板"。 2024 年开 始，锂电池产业链赴港上市掀起高潮。 7 月 30 日，欣旺达公告称，公司已向香港联交所递交了发行境外上市外资股（ H 股）并在港交所主板挂牌上市的申请，并于同日在香港联 交所网站刊登了本次发行并上市的申请资料，高盛和中信证券担任联席保荐人。 其称此举为深入推进公司全球化战略，打造国际化资本运作平台，提升国际品牌形象及综合竞争力。 除欣旺达外，截至目前，电池板块包括 宁德时代、亿纬锂能、南都电源、海辰储能、正力新能、双登集团 等，锂电材料领域包括 星源材质、 天赐材料、中伟股份、盛新锂能、格林美、金晟新能源 等，设备企业包括 先导智能、中鼎智能 等，合计约 1 5 家企业 冲击 港股 IPO 。 一大部分企业是 " A+H "双上市，这意味着中国锂电产业链从材料、设备、电池均有头部企业加入了" A+H "的队伍。其中，作为锂电巨头 的 A 股上市公司，宁德时代已成功登陆港交所上市，以 1.3 ...

Core Viewpoint - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends, forecasts, and the upcoming 2025 forum focused on battery technology and safety [1][2][4]. Home Energy Storage - In 2024, global home energy storage shipments are projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [1]. - The leading markets for home energy storage products include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [1]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to various factors, including declining electricity prices [1]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [1]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [1]. Portable Energy Storage - The global portable energy storage shipments are expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [2]. - The leading markets for portable energy storage are the USA, Europe, Japan, and Ukraine, with the USA being the largest and most developed market due to its outdoor activities and RV culture [2]. - Ukraine is anticipated to experience the fastest growth in 2024 due to energy shortages caused by the Russia-Ukraine conflict [2]. - By 2030, the global portable energy storage market is projected to reach 28 million units, a 156% increase from 2024, driven by outdoor economy growth and emergency power needs [2]. Competitive Landscape - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and Anker, with strong market presence in the USA and Europe [3]. - Brands like EcoFlow and DJI lead in the Ukrainian market, while others focus on e-commerce sales in China [3]. - International digital product brands such as Xiaomi and Huawei are entering the portable energy storage sector, indicating increased competition in the next 2-3 years [3]. Technology and Safety Challenges - The article highlights the emergence of new battery technologies such as fast charging, solid-state, sodium batteries, and full-tab designs, while also emphasizing ongoing safety challenges, particularly in portable power banks [4]. - The upcoming forum aims to address these safety issues and promote collaboration among industry players to enhance battery safety and develop a sustainable ecosystem [4][6]. Forum Details - The 2025 forum will focus on high safety and building a new ecosystem, gathering over 600 decision-makers from key companies [7][6]. - The agenda includes discussions on safety standards, market trends, and technological advancements in home and portable energy storage [9].

Core Viewpoint - CATL, as a leading player in the global power battery industry, demonstrated strong financial performance in the first half of 2025, with revenue reaching 178.886 billion yuan, a year-on-year increase of 7.27%, and a net profit of 30.485 billion yuan, up 33.33% year-on-year, indicating robust profitability and market share growth [2][4]. Financial Performance Analysis - In the first half of 2025, CATL achieved total revenue of 178.886 billion yuan, reflecting a 7.27% increase compared to the same period last year, with a notable 11.2% quarter-on-quarter growth in Q2 [4]. - The net profit attributable to the parent company reached 30.485 billion yuan, marking a significant 33.33% increase year-on-year, indicating effective cost control and product structure optimization [4][5]. - The gross profit margin for the first half of 2025 was 25.02%, an increase of 1.57 percentage points year-on-year, showcasing resilience amid raw material price fluctuations [4]. - Operating cash flow reached 58.687 billion yuan, up 31.26% year-on-year, with cash and cash equivalents totaling 323.785 billion yuan by the end of June, providing ample funding for future expansion [5][7]. - The total assets amounted to 867.181 billion yuan, with total liabilities at 530.958 billion yuan, resulting in a debt-to-asset ratio of 64.74%, indicating a stable financial structure [5][8]. Business Structure and Market Performance - CATL's business is diversified into power battery systems, energy storage systems, and emerging smart chassis businesses, with power battery systems generating 131.573 billion yuan in revenue, a 16.80% year-on-year increase, accounting for 73.55% of total revenue [10][13]. - The company's global market share in power batteries reached 38.8%, an increase of 1.2 percentage points year-on-year, with significant growth in the European market [10][11]. - The energy storage business generated 28.4 billion yuan, a slight decline of 1.47% year-on-year, but the company remains a leader in global energy storage battery shipments [11][12]. - CATL's emerging smart chassis business is gaining traction, with significant partnerships established and a successful financing round for its subsidiary, indicating strong market potential [12][13]. Technological Innovation and R&D Investment - CATL's commitment to technological innovation is evident, with over 43,354 patents and a robust R&D team of over 20,000 personnel, enabling multiple technological breakthroughs [16][18]. - The company launched several innovative products in the first half of 2025, including the second-generation supercharging battery and sodium-ion batteries, enhancing its competitive edge in high-end battery markets [16][17]. - Significant advancements in energy storage technology were achieved, including the mass production of a 587Ah large-capacity energy storage cell and the introduction of a 9MWh TENER Stack energy storage system [17][18]. - The company is also innovating its business model through strategic partnerships, such as with NIO for battery swapping solutions, which expands its market applications [18][19]. Globalization Strategy and Capacity Layout - CATL's globalization efforts accelerated in 2025, with a successful listing in Hong Kong raising 41 billion HKD, primarily allocated for the construction of its Hungarian project [21][22]. - The European market is a key focus, with CATL's market share in the region increasing significantly, and its German factory achieving profitability [22][23]. - The company is also expanding in Southeast Asia, particularly in Indonesia, to leverage local resources and meet growing demand in the region [23][24]. - CATL is proactively addressing trade barriers, particularly in the U.S., by diversifying its production bases and maintaining a low exposure to U.S. market risks [24][25].

Core Viewpoint - The article discusses the emerging trend of lithium battery technology, particularly focusing on manganese iron phosphate (LMFP) as an upgraded version of lithium iron phosphate (LFP), highlighting its advantages, challenges, and industrial application progress [2][5][6]. Summary by Sections Advantages of LMFP - LMFP offers a combination of high energy density and safety, with a theoretical mass energy density of 697 Wh/kg, which is 20% higher than LFP [6][8]. - It has a higher voltage platform of 4.1V compared to LFP's 3.4V, and better low-temperature performance, maintaining 77-80% capacity at -20°C, compared to LFP's 45-60% [8]. - The cost structure is favorable, with raw material costs for LMFP at approximately 73.7%, and it is cheaper than NCM622 and NCM811 by 7,000-8,000 yuan per ton [8]. Challenges Facing LMFP - Technical barriers exist, such as the uniformity of manganese and iron distribution, which affects performance due to multiple side reactions [9]. - LMFP has low electrical conductivity and slow lithium ion diffusion rates, making it less efficient compared to LFP [9]. - The Jahn-Teller effect from manganese can lead to structural distortion, and the presence of an abnormal lithium intercalation platform can reduce energy density and consistency across batches [10]. Technological Solutions by Times Rhyme - The company has developed two main solutions to address the challenges of LMFP: 1. **"1+1" Core Technology**: This includes co-precipitation precursor technology for precise control of manganese and iron ratios, and nanocrystal design to enhance lithium ion migration [23][24]. 2. **"3+2" Technology Matrix**: This involves multi-ion doping to suppress the Jahn-Teller effect, lithium fast ion conductor layers for high-rate charging, and surface modification techniques to improve efficiency [25][26]. Industrialization and Production Capacity - Times Rhyme has established a production capacity of 20,000 tons per year, with the first phase of LMFP production starting in April 2025 [30][32]. - The company is positioned to meet the demand across various applications, including electric vehicles and consumer electronics, with a focus on enhancing safety and performance [31][32]. Market Position and Future Outlook - With advancements in technology and production capabilities, Times Rhyme is expected to rapidly increase its market share as the application of LMFP accelerates [32].

Core Viewpoint - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends, forecasts, and the upcoming 2025 forum focused on battery technology and safety [1][2][4]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [1]. - The leading markets for home energy storage products include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [1]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to various factors, including declining electricity prices [1]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [1]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [1]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [2]. - The USA is identified as the largest and most mature market for portable energy storage, driven by outdoor activities and a developed RV market [2]. - Ukraine is projected to experience the fastest growth in 2024 due to energy shortages caused by the Russia-Ukraine conflict [2]. - By 2030, the global portable energy storage market is anticipated to reach 28 million units, a 156% increase from 2024, fueled by outdoor economy growth and emergency power needs [2]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and others [3]. Technology and Safety Challenges - The article emphasizes the emergence of new technologies and materials in battery development, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges [4]. - The upcoming forum aims to address these safety issues and promote collaboration among industry stakeholders to enhance battery safety and create a sustainable ecosystem [4][6]. Forum Highlights - The 2025 forum is the first of its kind to focus on user-side energy storage technologies, covering over 30 core topics related to technological breakthroughs and safety challenges [6]. - The event is expected to gather over 600 decision-makers from key enterprises and reach more than 20,000 professionals online [6][7]. Agenda and Topics - The forum will feature sessions on home energy storage, portable energy storage, and battery safety technologies, discussing topics such as safety standards, market trends, and innovative solutions [9].

Core Viewpoint - The strategic partnership between BASF and CATL aims to enhance the supply chain localization and technological advancements in the battery materials sector, particularly in the field of advanced cathode active materials (CAM) [1][2]. Group 1: Strategic Partnership and Collaboration - BASF and CATL signed a strategic cooperation agreement to leverage BASF's global production network for advanced CAM, marking BASF as CATL's core supplier [1]. - The collaboration builds on their previous partnership in Europe since 2021, focusing on cathode materials and battery recycling [2]. - The partnership aligns with CATL's strategy to accelerate local production overseas, enhancing its service capabilities for international clients [1][2]. Group 2: Global Expansion and Production Capacity - CATL has established multiple battery factories overseas, including locations in Germany, Hungary, Spain, and Indonesia, to support its localization strategy [2]. - The company is set to invest €4.1 billion in a joint venture with Stellantis to build a factory in Spain, focusing on lithium iron phosphate batteries with an annual capacity of 50 GWh [3]. - CATL's factory in Germany has commenced operations, and its Hungarian facility is also under construction, with plans for production to begin in 2025 [2]. Group 3: Supply Chain Development - CATL is developing a dual-track supply chain system through self-built and strategic investment/partnership models, particularly in Indonesia, where it is constructing the largest battery factory in Southeast Asia [5]. - The Indonesian project will have an initial capacity of 6.9 GWh, with plans to expand to 15 GWh, and includes a nickel resource project to support battery material production [5]. - CATL aims to establish a renewable energy recycling system in Indonesia, achieving over 95% metal recovery rate for battery materials [5]. Group 4: Investment and Fundraising - CATL is actively seeking partnerships to build a stable and sustainable green supply chain globally, including collaborations with domestic supply chain companies in Hungary [7]. - The company is negotiating with sovereign wealth funds and private offices to raise a $1.5 billion fund aimed at constructing its global supply chain [7][9]. - A $1.5 billion green fund has been established to invest in carbon neutrality-related projects, with a focus on battery recycling and green hydrogen production [8][9].