Core Viewpoint - Geely is significantly adjusting its business layout by streamlining production lines and accelerating the improvement of the battery supply chain, with a recent battery pack project launched in Chengdu [2][4]. Group 1: Business Adjustments and Battery Production - Geely's Chengdu base project under Flash Battery aims to produce over 250,000 battery packs annually, with a projected cumulative output value of 20 billion yuan over five years [2]. - The integration of Geely's battery companies, Yao Ning and Ji Dian, into a new group called Jiyao Tongxing aims to consolidate their strengths and enhance production efficiency [4][6]. - The newly formed Jiyao Tongxing plans to achieve a production capacity of 70 GWh by 2027, sufficient to power 1 million electric vehicles [6]. Group 2: Strategic Focus on Sichuan - Geely is placing significant emphasis on Sichuan, establishing various projects including the headquarters for its eVTOL business and an innovation center for industrial software in Chengdu [10][11]. - The development of the eVTOL aircraft AE200, which has received certification from the Civil Aviation Administration, marks a significant step in Geely's low-altitude economy initiatives [10]. Group 3: Sichuan's Role in the Lithium Battery Industry - Since 2021, the migration to the west has accelerated the development of the lithium battery industry in Sichuan, attracting numerous battery companies and supporting over a thousand upstream and downstream enterprises [12][13]. - Sichuan's abundant natural resources, including large mineral deposits, provide a solid foundation for the growth of the lithium battery industry, ensuring a sustainable supply chain [14].

9月17日，孚能科技披露，依托自主研发的 大叠片工艺平台与创新型金属软包结构技术 ， 成功研制出超大容量的储能电芯 ，兼具成本优势 与模块化灵活度的储能解决方案，解决了方壳电芯鼓包下循环次数低的痛点，同时提升了软包电芯的日历寿命，将 SPS 技术的长循环寿命和 卓越经济性延伸至源网侧储能、工商业储能及家庭储能等全场景应用领域，形成覆盖传统软包与金属软包双技术路线的立体化产品矩阵。 据悉，孚能科技SPS电池为其核心产品，SPS电池及半固态电池已陆续斩获小鹏汇天、广汽集团以及国内某头部新能源商用车客户等优质项目 定点。 （来源：同花顺财经、证券时报等） 往 期 回 顾 | 01 | ｜ | 大动作！宁德时代三连签！ | | --- | --- | --- | | 02 | ｜ | 全球之最！比亚迪首发2710Ah刀片电池！ | | 03 | ｜ | CINE2025固态电池展暨固态电池行业年会定档11月6-8日，广州举办！ | | 04 | ｜ | 2025第十一届起点锂电行业年会、起点用户侧储能电池技术论坛12月17-19日深圳 | | | 举办！ | | 点击阅读原文，即可报名参展！ 扫描右方二维码 加入中国 ...

Group 1 - The article discusses the 2025 11th Lithium Battery Golden Ding Award, aimed at encouraging innovation and recognizing outstanding contributions in the lithium battery industry [2] - The award is open to leading and innovative companies across the entire lithium battery supply chain, including materials, components, equipment, cells, PACK, downstream applications, and battery recycling [2] - The selection process involves self-nomination or recommendations, candidate data review, committee voting, notification of shortlisted companies, final award list confirmation, and an award ceremony [2] Group 2 - The registration period for the award is from September 1, 2025, to October 15, 2025, with preliminary scoring and determination of shortlisted companies occurring from October 16 to October 20, 2025 [3] - The final award list will be confirmed between October 21 and November 1, 2025, with the award ceremony scheduled for December 12, 2025, in Shenzhen [3] - The event will coincide with the 2025 11th Lithium Battery Industry Annual Conference and the 2025 User-side Energy Storage Battery Technology Forum, inviting over 1500 industry leaders, technical experts, and media personnel [3] Group 3 - Various award categories include: - 2025 Annual Lithium Battery Cell Technology Innovation Award - 2025 Annual Power Generation and Grid-side Energy Storage Battery Technology Innovation Award - 2025 Annual Household Storage Battery Technology Innovation Award - 2025 Annual Industrial and Commercial Storage Battery Technology Innovation Award - 2025 Annual Portable Storage Battery Technology Innovation Award - 2025 Annual Lightweight Power Battery Technology Innovation Award - 2025 Annual Lithium Battery Materials Technology Innovation Award - 2025 Annual Lithium Battery Equipment Technology Innovation Award - 2025 Annual Lithium Battery PACK and Application Technology Innovation Award - 2025 Annual Lithium Battery Safety Technology Innovation Award - 2025 Annual Quality Service Provider in the Lithium Battery Industry - 2025 Annual Star Product in the Lithium Battery Industry - 2025 Annual Contribution Award in the Lithium Battery Industry - 2025 Annual Zero Carbon/Low Carbon Case Award in the Lithium Battery Industry - 2025 Annual Trusted Brand in the Lithium Battery Industry [4] Group 4 - Contact information for award registration includes: - Mr. Jiang: 18938944751 - Mr. Yao: 18938055278 - Mr. Xiong: 18938903064 [6]

Core Viewpoint - The article highlights the significance of the 23rd China International Motorcycle Expo as a platform for showcasing advancements in electric mobility, particularly in the context of new national battery safety standards and the transition from traditional lead-acid batteries to lithium batteries as the core power source for electric two-wheelers [3][6]. Group 1: New National Standards and Battery Innovations - The new national standards are driving the lithium battery market, emphasizing safety, lightweight design, long cycle life, high energy density, and environmental friendliness, positioning lithium batteries to replace traditional lead-acid batteries in the electric two-wheeler market [6]. - The PRO-MAX 46137 battery, introduced by BAK Battery, features a weight energy density of 190Wh/kg and a volume energy density of 490Wh/L, providing a large capacity of 30Ah, which enhances the endurance of electric two-wheelers [6][8]. - The PRO-MAX battery is designed with a steel shell structure and directional pressure relief, ensuring safety through rigorous testing, thus setting a new safety standard in the industry [8]. Group 2: Economic and Environmental Benefits - The PRO-MAX 46137 battery offers a lifecycle cost of electricity that is 50% lower than that of lead-acid batteries while maintaining an initial installation cost comparable to lead-acid options [8]. - With a lifespan of 2000 cycles, the battery can last over five years, reducing the need for frequent replacements, and operates effectively in a wide temperature range of -35℃ to 65℃, maintaining over 90% energy retention in low temperatures [8]. - The battery's design allows for high material and space utilization, making it compatible with most modules, which could establish it as a new standard in the electric two-wheeler sector [8]. Group 3: Market Growth and Future Outlook - The electric two-wheeler market in China is projected to grow, with an expected shipment of 49.6 million units in 2024, potentially reaching 54 million units in 2025 and 58 million units in 2026, driven by the implementation of new national standards and replacement demand [13]. - The penetration rate of lithium battery-powered electric two-wheelers is anticipated to increase, with shipments expected to rise from 4.62 million units in 2024 to 6.7 million units in 2026 [13]. - BAK Battery aims to lead the industry by focusing on safety, economy, and performance in its product offerings, contributing to the advancement of green mobility [14].

2025 起点固态电池行业年会 暨固态电池金鼎奖颁奖典礼 首届硫化物全固态电池国际峰会议程 时间： 2025年11月8日 地点：广州 一 活动背景与意义 商业化节奏加速 : 关键节点 2026年实现规模化生产（原计划2027年），反映技术突破超预期（如电解质电导率>10 mS/cm、界面稳定性提升）。 中日技术路线趋同 : 中日企业均聚焦硫化物路线，中国 2024年专利申请量达日本三倍，但日本在基础专利仍占全球40%，显示产业化竞争白热化。 政策驱动明确 : 国内设定 2027年装车节点，企业进度普遍提前半年（如60Ah电芯2025年下线），验证政策与市场双轮驱动效应。 2、 技术商业化突破的核心价值 供应链安全重构 ： 硫化锂本土化生产可降低对日韩原材料的依赖，缓解当前 99.9%纯度产品高达200万元/吨的价格压力，推动电解质成本向100美 元/kg目标迈进。 终端应用场景拓展： 高安全性（针刺测试不起火）特性使其适用于航空、军工等特殊领域； 400Wh/kg高能量密度版本（预计2028年）将解决电动汽 车续航焦虑。 生产工艺革新： 干法电极工艺与硫化物电解质膜的集成，可减少传统液态电池涂布、注液等环节， ...

CINE2025固态电池展 CINE2025钠电展 一、展会背景及简介 固态电池及钠电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，近几年中国固态电池及钠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)统计整个固态电池及钠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，起点研究作为新型电池行业权威媒体智库平台顺势而为，推出了" CINE固态电池展/CINE钠电展 ，旨在 打造新型电池技术行业第一展 ，为下一代新型电池产业链企业搭建专业展示平台 ，促进新型电池技术产业链高质量发展。 " CINE固态电池展及CINE钠电展 "是行业首届新型电池全产业链专业展会，主要聚焦下一代新型动力及储能电池技术，也是专业性最强的新型电 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研究旗下媒体平台--起点固态电池、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：广州 。展商规模200+，参会企业2000+，专业观众20000+，同期举办新型电池技术论坛，包含九大专场，固态电池行 业权威 ...

9 月 18 日，山河智能公告称，公司控股子公司湖南博邦山河新材料有限公司拟与孚能科技（赣州）股份有限公司签署《采购框架协议》， 孚能科技拟向博邦山河采购磷酸铁锂电池负极材料、三元锂电池负极材料，协议总含税金额预计不超过 11750 万元。 同时，其半固态电池产品已获得美国头部 eVTOL 客户、国内头部飞行汽车客户、时的科技、吉利沃飞、一汽解放、三一等多个海内外头部客 户的认可。按照计划，其将在年底实现全固态电池中试线的投产和 60Ah 硫化物全固态电池的小批量交付， 2026 年 ~2027 年推进小批量 量产装车， 2030 年实现大规模量产。 斩获孚能订单的博邦山河成立于 2018 年，是广州工业投资控股集团旗下山河智能装备股份有限公司的控股子公司，与孚能科技为关联企 业。 其产品涵盖多种应用场景，如储能、两轮车、数码产品、动力汽车等。产品具有高容量、高压实、高首效、低膨胀、快充快放等特性，部分产 品克容量可达 355mAh/g 以上，首效超过 93% ，循环寿命长。 仅以目前 锂电负极材料价格 参考 ，取平均值为 2.8 万吨 ，采购量在 4200 吨左右。 生产 1GWh 锂电池通常需要约 120 ...

Core Viewpoint - The article highlights the advancements in energy storage technology driven by multiple factors such as technological progress, market demand, and cost reduction, with BYD's new energy storage system "Haohan" leading the competition in large-capacity storage solutions by 2025 [2][7]. Group 1: Product Innovation - BYD's "Haohan" energy storage system features a 14.5MWh minimum unit capacity, currently the largest globally, and can achieve 10MWh in a standard 20-foot container, surpassing the industry standard of 6-7MWh [3][9]. - The 2710Ah storage-specific blade battery used in "Haohan" boasts a capacity increase of over 300% compared to conventional storage batteries, achieving a breakthrough in energy density [2][6]. - The battery employs nano-level high-pressure lithium iron phosphate materials, enhancing lithium ion transmission efficiency and energy density while reducing charging time [2][6]. Group 2: System Efficiency - The "Haohan" system reduces the number of containers needed for a 1GWh storage station to 69, a 52% reduction compared to traditional solutions, and saves 33% in footprint area [5][6]. - The design philosophy of "simplifying through size" allows for fewer containers and a more straightforward management structure, enhancing system integration [5][6]. - The system's overall cost per kilowatt-hour has decreased by approximately 21.7%, with maintenance costs reduced by about 70% [6]. Group 3: Safety and Reliability - The "Haohan" system has an IP66 protection rating, ensuring complete dust and water resistance, and has passed extreme safety tests, aligning with nuclear power standards [5][6]. - It features an AI intelligent temperature control system that operates stably in extreme temperatures ranging from -40°C to 60°C, addressing deployment challenges in high-altitude and high-temperature regions [5][6]. Group 4: Market Position and Orders - As of September 2025, BYD has secured a total of 17.6GWh in public orders for energy storage, covering grid-side, commercial, and large-scale solar storage projects [7][9]. - Notable projects include a 2.5GW/12.5GWh storage project in Saudi Arabia and a 400MW/1.6GWh project in Poland, showcasing BYD's leading position in the global energy storage market [8][9]. - The introduction of the "Haohan" system and the 2710Ah battery is expected to set new industry benchmarks as global energy storage demand surges [9].

2025第十一届起点锂电行业年会暨起点研究十周年庆典 2025起点 用户侧储能 电池技术论坛 （同期 2025第十一届 锂电 金鼎奖颁奖典礼） 时间： 2025年12月17-19日 地点：深圳 活动背景及意义 一 电池方面： 1）2025年初，宝马宣布大圆柱电池2026年即将装车，引发行业加速布局46系大圆柱电池热潮；2）2025年3月，工信部发布《电动 汽车用动力蓄电池安全要求》（GB38031—2025）（新国标），引发行业对动力电池性能广发讨论；3）多家企业2025年全极耳圆柱电池已开始 量产，全极耳的高倍率、长寿命优势未来有望广泛应用在新能源汽车、电动工具、电动两轮车、智能家居等领域；4）固态电池其高安全性、高能 量密度优势，被誉为下一代新型电池，2025年热度持续维持在高位； 储能方面： 1）2025国家取消强制配储政策，引发业内对储能电池未来需求的担忧；2）314Ah逐步替代280Ah成为主流电芯，同时宁德时代、 亿纬锂能、海辰储能等企业发布500Ah以上容量电芯，储能电芯逐步往大容量趋势发展；3）2025年美国加征关税政策，对全球储能行业造成一 定冲击； 低空经济、人形机器人等新兴应用场景： 2 ...

本次合作将充分发挥川发龙蟒的资源优势、产业优势及富临精工的产品优势、市场优势，双方希望通过本次合作，逐步打通从上游资源到前驱 体材料，再到正极材料的全链条协同，构建成本更优、韧性更强的产业联合体，提升市场竞争力，实现合作共赢 。 （ 来源： 龙蟒官网 ） | 往 | 期 | 回 | 顾 | | --- | --- | --- | --- | | 01 | ｜ | 孚能科技半年海外收入超36亿！ | | | ｜ | 02 | 又一动力电池项目落地贵州！ | | | 03 | ｜ | CINE2025固态电池展暨固态电池行业年会定档11月6-8日，广州举办！ | | | ｜ | 2025第十一届起点锂电行业年会、起点用户侧储能电池技术论坛12月17-19日深圳 | 04 | 举办！ | 扫描右方二维码 加入中国锂电行业通讯录 备注:公司+姓名+职位 扫描左方二维码 加入起点锂电行业交流群 音注:公司+姓名+职位 = 固态电池展 CINE 钠电展 新型电池技术第一展 wore 起点固态电池 > 起点钠电 >>起点锂电 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼 目博 2025起点钠电行业年会暨钠电金鼎奖颁 ...