Core Viewpoint - The implementation of the new national standard for electric bicycles marks a significant transition towards high-quality development in China's electric two-wheeler industry, with projected sales reaching 50 million units in 2024 and 52 million units in 2025 due to policy incentives and subsidies [2]. Group 1: Industry Standards and Market Growth - The new national standard, along with two battery safety standards, signifies a comprehensive shift in the electric two-wheeler sector towards enhanced safety and performance [2]. - The market for electric two-wheelers is expected to grow steadily, driven by the release of new policies and the "trade-in" subsidy program [2]. Group 2: Product Innovation - BAK Battery has launched the PRO-MAX 46137 battery, which represents a significant innovation in the electric two-wheeler market, focusing on safety, economy, and performance through multi-dimensional optimizations [4]. - The PRO-MAX 46137 battery features a high energy density of 190Wh/kg and a volume energy density of 490Wh/L, setting a new benchmark for electric two-wheeler battery capacity [4]. Group 3: Performance and Safety Enhancements - The battery's design includes a steel shell structure and controlled pressure relief, significantly enhancing safety during various stress tests [5]. - The PRO-MAX 46137 battery has a charging efficiency that allows for a 10% to 80% charge in just 20 minutes, and a cycle life of 2000 weeks with over 80% capacity retention, reducing replacement frequency and costs [5][6]. Group 4: Market Positioning and Future Outlook - BAK Battery's innovations align with the new national standards, emphasizing user needs and policy guidance to enhance product offerings [8]. - The company aims to continue advancing technology and innovation to provide safer, more efficient, and economical travel experiences, contributing to the industry's high-quality progression [9].

Core Viewpoint - CATL has launched the NP3.0 technology platform and the Shunxing Pro battery, showcasing significant advancements in battery safety and performance, aligning with the electrification needs in Europe [3][5]. Group 1: NP3.0 Technology Platform - The NP3.0 platform features innovations in chemical systems, structure, system design, and control strategies, including core technologies such as nano-coating cathode materials and flame-retardant safety membranes [3]. - The NP3.0 technology can prevent thermal runaway and stop heat propagation for over one hour, ensuring no flames or smoke are produced, thus meeting L3/L4 autonomous driving requirements [3]. Group 2: Shunxing Pro Battery - The Shunxing Pro battery comes in two versions: the long-life version with a lifespan of 12 years or 1 million cycles, achieving a range of 758 kilometers and a 9% degradation rate after 200,000 kilometers [4]. - The ultra-fast charging version can deliver 683 kilometers of range and charge 478 kilometers in just 10 minutes, even in temperatures as low as -20°C [4]. Group 3: Financial Performance - CATL reported a revenue of 178.886 billion yuan in the first half of the year, a year-on-year increase of 7.27%, with a net profit of 30.485 billion yuan, up 33.33%, maintaining a market share close to 40% globally [5]. Group 4: New Growth Opportunities - CATL is actively seeking new growth avenues, with recent technological advancements including the TENER Stack, a stackable energy storage system with a capacity of 9 MWh, capable of powering 45 electric buses or a typical Brazilian household for six years [7]. - The company has made breakthroughs in lithium metal technology, enhancing battery lifecycle and performance through improved electrolyte formulations [7]. Group 5: Strategic Developments - CATL is expanding into maritime battery applications, contributing to the launch of the pure electric passenger ship "Yujian 77" and the hydrogen-electric tugboat "Hydrogen Tug 1" [8]. - The company is focusing on diversifying its technology routes to solidify its position in the battery market and explore new growth strategies beyond scale [8].

显然易见的是， 2025 年新一轮电池扩产周期来临。需求端，国内电池装车量达到 300GWh ，同比大增 47% ， 储能电池 更是 同比增 长 数百 GWh 产能规划 动储排名跃升 楚能新能源宜昌锂电池产业园项目是宜昌近年来单体投资最大的招商引资产业项目，自落户之初就备受瞩目。 项目一期于 2022 年 8 月动工，次年 8 月即建成投产，创造了"楚能速度"和"宜昌效率"。目前，项目一期 65GWh 产能已稳步释放，为多 家主流车企及大型电力集团、海外客户提供了高品质、高安全的电池产品，产值与效益持续攀升。 128% 。 下游需求井喷，上游电芯企业产能利用率大幅提升，头部企业更是产能不足。新增产能集中在头部企业，且产能更多为优质产能，这也是市场 化 "反内卷"的成果表现。 作为今年项目签约十分活跃的电池企业，楚能新能源 ——这家湖北电池厂再度传来新动态。 9 月 6 日，宜昌市政府与楚能新能源正式签订投资协议，楚能新能源宜昌锂电池产业园项目二期项目签约落地。 根据协议， 楚能新能源宜昌锂电池产业园项目二期项目规划年产能约 80GWh ，研发生产动力电池、储能电池及 PACK 模组等新能源产 品，规划用地面积 ...

Core Insights - The project with a total investment of 400 million yuan for the Suzhou Huajing Zhisheng Energy headquarters and power battery module production base has commenced in Zhangjiagang Economic Development Zone [2] - The project focuses on the research and production of lightweight battery trays and chassis products, including battery trays and magnesium-aluminum alloy brackets [2] - The introduction of a foreign academician team has led to breakthroughs in battery tray welding technology and the development of new power battery modules, achieving high stability and energy density [2] - The new project aims to establish an industry-leading power battery module production base and technology transformation center, with an annual production capacity of 200,000 battery modules [2] - The project is expected to be completed and put into operation in the first quarter of 2026, with an annual revenue exceeding 500 million yuan upon reaching full production [2] Industry Developments - Seven major lithium iron phosphate projects have been launched [2] - Hecent Energy has secured a 3GWh energy storage cooperation [2] - The first forum on household storage and portable energy storage battery technology will be held on September 26 in Shenzhen [2] - The first international summit and exhibition on sulfide all-solid-state batteries is scheduled for November 8 in Guangzhou [2]

Group 1 - The core viewpoint of the article highlights the development of the battery-grade iron phosphate project by Jiujiang Tiansheng Plastic Additives Co., Ltd., which is set to produce 10,000 tons annually in the first phase and 20,000 tons in the second phase, totaling 30,000 tons upon completion [2] - The project is part of a broader trend, with seven major lithium iron phosphate projects being established [2] - The article mentions that Hecent Energy has secured a 3GWh energy storage cooperation, indicating growth in the energy storage sector [2] Group 2 - The first forum on household storage and portable energy storage battery technology is scheduled to be held in Shenzhen on September 26 [2] - The first International Summit and Exhibition on Sulfide All-Solid-State Batteries will take place in Guangzhou on November 8, 2025 [2]

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 [3][4][6]. 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 [3]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [3]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to declining electricity prices and increasing demand [3]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [3]. 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 [4]. - The USA is identified as the largest and most mature market for portable energy storage, driven by outdoor activities and a strong RV culture [4]. - Ukraine is projected to experience the fastest growth due to energy shortages caused by the Russia-Ukraine conflict [4]. - 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 [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and others [5]. Industry Trends and Challenges - The article notes 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 [5]. - The upcoming forum will focus on high safety standards and collaborative innovation within the industry, addressing technical pain points and sharing innovative results [6][11]. - The forum will feature discussions on the latest trends in battery technology, safety standards, and market strategies for both home and portable energy storage systems [8][10].

这项新型锂金属电池电解质研究的突破点在于，宣称彻底解决了电池领域的"枝晶"（Dendrites）问题。 近日有海外媒体报道称，韩国科学技术院（KAIST）与LG新能源（LG Energy Solution）联合宣布开发出新型锂金属电池电解质，可让电动 汽车充电12分钟，续航行驶500英里（约804.7公里）。 与主流锂离子电池使用石墨阳极不同，锂金属电池采用纯锂金属阳极，能量密度显著更高，但在充电过程中阳极表面易生长出树枝状锂晶体 （即枝晶）。 码上参会 而韩国方面研究团队通过深入机理研究，发现枝晶生长由"锂金属表面不均匀的界面内聚力"触发。 建模验证高密度电池设计（能量密度达386Wh/kg）可在17分钟内，从10%充电到80%，为超快充电和超高能量密度提供了新路径。 （ 来 源：快科技） | 往 | 期 回 顾 | | | --- | --- | --- | | 01 | ｜ | 七大磷酸铁锂项目落地！ | | 02 | ｜ | 海辰储能拿下3GWh储能合作！ | | 03 | ｜ | 行业首届户储及便携式储能电池技术论坛9月26日深圳举办！ | | 04 | ｜ | 2025首届硫化物全固态电池国际峰会 ...

Group 1 - BYD's new energy vehicle sales reached 373,600 units in August, a slight increase from 373,100 units in the same month last year, with cumulative sales of approximately 2.864 million units from January to August, representing a year-on-year growth of 23% [4] - In August, BYD's total installed capacity for power and energy storage batteries was about 23.175 GWh, with a cumulative total of approximately 180.051 GWh from January to August [5] - EVE Energy's solid-state battery production facility in Chengdu officially launched, with an annual production capacity of nearly 500,000 cells planned after full production [6] Group 2 - CATL's joint project in Indonesia has commenced, with a total investment of nearly $6 billion, aiming to produce batteries for 200,000 to 300,000 electric vehicles annually [7] - CATL's Jiangsu project has officially started production, with the LY7 project achieving the fastest construction speed within the company, and the LY8 project set to be completed by March next year [8] - A 2 GWh energy storage contract was signed between China Automotive New Energy, POSCO International, and FAW Import and Export Company, marking the beginning of strategic cooperation in the energy storage sector [9] Group 3 - LG Energy Solution signed a supply agreement with Mercedes-Benz for a total capacity of 107 GWh, covering the period from 2028 to 2037 [10] - SK On secured a 7.2 GWh energy storage contract with Flatiron Energy Development, with plans to convert part of its Georgia factory's production line to energy storage systems [12] - A 30 GWh battery production project in Lanzhou has officially started construction, with an expected annual revenue of 4.1 billion yuan upon completion [13] Group 4 - Huizhou Youneng expects to ship approximately 1 million tons of phosphate materials this year, with a 55.38% year-on-year increase in shipments in the first half of 2025 [18] - Guizhou Anda Technology is investing 1 billion yuan to build a 60,000-ton/year lithium iron phosphate project, with environmental facilities and testing centers included [19] - Deyang Nano has developed a fifth-generation high-performance lithium iron phosphate material, now entering trial production [20] Group 5 - Bettery's CVD silicon-carbon anode materials are expected to enter mass production by 2025, with significant growth in sales of anode materials in the first half of 2025 [22] - Jiangyin Fuli Ying plans to establish a 1,000-ton silicon-carbon anode material project, with a total investment of 10 million yuan [23] - A major project led by Yifei Laser for precision laser welding technology for large cylindrical batteries has been initiated, aiming to enhance production processes [25] Group 6 - Xinyu Ren reported a net loss of 72.4 million yuan in the first half of 2025, with a 45.57% decline in revenue [26] - Xianhui Technology received a new order for a battery production line from a global leader in the battery industry, marking a significant expansion in Hungary [27] - Xiaomi initiated economic compensation against its supplier Amperis due to safety issues with certain power bank models [36][37] Group 7 - Chery Group achieved record exports in August, selling 130,000 vehicles, contributing to a 14.5% year-on-year increase in total sales from January to August [38] - CATL has exited its investment in Finnish Valmet Automotive, selling its 20.6% stake due to lower-than-expected electric vehicle market demand [39] - General Motors announced temporary layoffs affecting approximately 360 employees at its electric vehicle factory in Detroit [40] Group 8 - NIO reported a record high of 31,305 vehicle deliveries in August, a 55.2% year-on-year increase, surpassing Li Auto for the first time since November 2022 [41]

Group 1: Event Background and Significance - 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 [1] - Commercialization is accelerating, with large-scale production anticipated in 2026, one year ahead of the original plan, indicating unexpected technological breakthroughs [2] - Chinese and Japanese companies are converging on sulfide technology, with China's patent applications expected to triple Japan's by 2024, although Japan still holds 40% of global foundational patents [3] - Domestic policies are driving advancements, with a target for vehicle installation by 2027, and many companies are ahead of schedule [4] Group 2: Core Value of Technological Commercialization Breakthroughs - Localized production of lithium sulfide can reduce dependence on Japanese and Korean raw materials, alleviating price pressures and pushing electrolyte costs towards the target of $100/kg [5] - The high safety characteristics of sulfide batteries make them suitable for specialized fields such as aviation and military, while a high energy density version expected in 2028 will address range anxiety for electric vehicles [5] - Innovations in production processes, such as the integration of dry electrode technology with sulfide electrolyte membranes, can reduce manufacturing costs by over 30% [6] Group 3: Policy Support and Market Demand Alignment - China's "New Energy Vehicle Industry Development Plan (2025)" explicitly supports solid-state battery research, with over 2 billion yuan allocated for the "14th Five-Year Plan" [7] - The collaboration of leading companies like CATL reflects a commitment to industry standards, requiring cooperation from upstream and downstream enterprises [7] - The market window from 2025 to 2030 is critical for sulfide batteries transitioning from laboratory to mass production, with a projected global market size of $20 billion by 2030 and a compound annual growth rate exceeding 45% [8] Group 4: Core Technical Issues - High ionic conductivity breakthroughs in sulfide electrolytes have reached levels comparable to liquid electrolytes, with recent advancements allowing for further improvements through rare earth doping [10] - Interface stability challenges are being addressed through atomic layer deposition techniques, significantly enhancing cycle life [11] - Innovative packaging solutions are being developed to mitigate the sensitivity of sulfide batteries to moisture and oxygen [12] Group 5: Event Organization and Highlights - The event will feature the release of a global roadmap for sulfide solid-state battery technology, providing strategic guidance for the industry [16] - The establishment of the first alliance focused on solid-state batteries will be announced, inviting participation from the entire industry chain [16] - A focus on China's breakthrough paths in the sulfide solid-state battery sector will be highlighted, targeting high-purity lithium sulfide production and interface resistance control [16] Group 6: Agenda Framework Design - The agenda includes discussions on the industrialization process and trends of sulfide solid-state batteries, as well as challenges and solutions in manufacturing processes [17] - Specialized sessions will cover topics such as the advantages and disadvantages of sulfide versus oxide/polymer electrolytes and the development of low-cost lithium sulfide preparation processes [17] Group 7: Promotion and Marketing Strategy - A multi-dimensional pre-heating communication matrix will be established, utilizing various media platforms to generate interest in the event [21] - Targeted invitations will be sent to key players in the industry, enhancing participation and engagement [21] - Live interviews and data reports will be used to build momentum leading up to the event [23]

Core Viewpoint - Xianhui Technology has successfully received a notification from a leading global battery company to build a battery production line project in Hungary, highlighting its strong technical capabilities and market reputation since entering the European market in 2017 [2]. Group 1: Company Performance - In the first half of 2025, Xianhui Technology achieved an operating revenue of 1.273 billion yuan and a net profit attributable to shareholders of 152 million yuan, representing a year-on-year growth of 17.44% [2]. - The net profit after deducting non-recurring gains and losses was 144 million yuan, with a year-on-year increase of 21.04% [2]. Group 2: Strategic Partnerships - Xianhui Technology has formed a strategic partnership with leading solid-state battery company Qingtai Energy, signing a joint research and development agreement for core equipment of all-solid-state batteries [2]. - In August 2025, both companies signed a comprehensive cooperation agreement to establish an "Advanced Process R&D Institution for Solid-State Batteries," focusing on addressing core industry challenges and promoting the industrialization of solid-state and semi-solid-state batteries [3]. Group 3: Market Opportunities - Europe is identified as a core market for new energy with significant potential and relatively low current development levels, prompting the company to continue expanding its business in this region [2]. - The company aims to leverage technological innovation to explore more growth opportunities in the European market [2].