Core Viewpoint - The article highlights the rapid advancements and competitive landscape in the energy storage battery sector, focusing on new product releases and technological innovations from various manufacturers [2][5][8]. Group 1: Event Information - The "2025 Starting Point Household Storage/Industrial Storage/Portable Energy Storage Battery Technology Forum" will take place on September 26, 2025, in Shenzhen, with over 600 participants expected [1]. - The event aims to discuss new storage technologies and release a white paper on user-side energy storage [1]. Group 2: Product Releases - A number of battery manufacturers are intensifying their efforts in energy storage cells, including: - **XWANDA**: Launching 684Ah and 588Ah energy storage cells, with the former featuring a volume energy density of 440+ Wh/L and a lifespan exceeding 20 years [2]. - **Zhongchuang Innovation**: Introducing 500Ah+ and 600Ah+ cells, with the 600Ah+ cell having a cycle life of 15,000 times and a volume energy density of 430 Wh/L [3]. - **Desay Battery**: Presenting an 86Ah high-rate cell designed for data centers, capable of 10C discharge [3]. - **Tianneng Lithium Battery**: Announcing four new national standard lithium battery products [4]. - **Nandu Power Supply**: Launching a 392Ah energy storage battery with a cycle life of 15,000 times and energy efficiency exceeding 95% [5]. Group 3: Competitive Landscape - The competition among large-capacity energy storage cells is intensifying, with manufacturers adopting multiple strategies, including 300Ah+, 500Ah+, and 600Ah+ routes [5][6]. - The 600Ah+ technology route is led by **Sungrow Power Supply**, with participation from several other companies, while **Ningde Times** dominates the 500Ah+ segment [6]. - The article notes a trend where battery manufacturers are entering the downstream system integration market, increasing pressure on system integrators [8]. Group 4: Technical Insights - The article discusses the advantages and challenges of different battery designs, including square and cylindrical cells, with square cells currently being more prevalent [7]. - The article also mentions the potential risks associated with the winding process in cylindrical cells as capacity increases, which could lead to higher internal resistance and structural issues [7].

9月11日 ，鹏辉能源 对外 发布 新一代移动电源 高安全 电池 Secu系列 。 该产品通过采用不燃的电解液破解移动电源产品安全难题，直击 当下移动电源安全事故频发的行业痛点，为移动电源行业带来更安全、更可靠的电池解决方案。 数字化时代，充电宝 已成为 差旅 出行 的必备物品。 但近期因充电宝 起火、爆炸等事故频发，引发 消费者担忧 。此类隐患不仅威胁消费者 生命财产安全，更动摇其对品牌及行业的信任基础。安全性 ， 已成为消费者选购充电宝的核心考量，也是行业持续健康发展的关键。 01 不燃的 电解液 Secu 系列已通过针刺测试 安全是电子 设备 的根本保障，更是行业不可逾越的底线。 鹏辉能源本次发布的移动电源电池 Secu系列 核心亮点在于其 自研的不燃电解液应用 ， 结合 多元材料与电芯结构创新， 筑牢安全内核。 相 较传统液态电解液电池方案，鹏辉能源研发的移动电源电池 Secu系列，将成为客户和用户更安全的电池方案。 材料方面， 采用鹏辉能源自研的不燃电解液，并已申请专利技术。 在极端状态，可以做到不助燃、不自燃，从源头避免热失控发生，显著提 升电池安全性。同时，构建超稳定的正极表面，减少极端条件下副 ...

Core Viewpoint - The article highlights the upcoming growth in the lithium battery sector, particularly focusing on the recent procurement order by Jing Shan Light Machine, which is expected to significantly boost its revenue from lithium battery equipment [4][5][11]. Group 1: Event Details - The event titled "2025 Starting Point Household Storage/Industrial Storage/Portable Energy Storage Battery Technology Forum" will take place on September 26, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 600 participants [4]. - The event aims to focus on new storage technologies and build a new industrial ecosystem [4]. Group 2: Company Performance - Jing Shan Light Machine announced a procurement order worth approximately RMB 1.005 billion, which accounts for 11.52% of its audited revenue for 2024 and 201.45% of its subsidiary Sanxie Precision's revenue for the same year [5]. - The company has a history of collaboration with the client since 2022, with total sales contracts amounting to RMB 316.9 million, RMB 159.9 million, and RMB 252 million from 2022 to 2024, representing 6.51%, 2.22%, and 2.89% of annual revenues respectively [6]. - For the first half of 2025, similar transactions are projected to total around RMB 1.02 billion, making up approximately 27.97% of the company's revenue for that period [6]. Group 3: Business Segments - Jing Shan Light Machine operates primarily in two core segments: photovoltaic equipment and packaging equipment, with lithium battery equipment contributing a smaller portion of its overall revenue [9]. - In the first half of 2025, the company reported total revenue of RMB 3.647 billion, a year-on-year decrease of 8.59%, with net profit down by 23.71% [9]. - The revenue breakdown shows that photovoltaic automation production lines accounted for 68.96%, packaging automation production lines for 11.44%, and other products, including lithium battery equipment, for 19.59% [9]. Group 4: Market Outlook - The recent order is seen as a validation of the new wave of expansion in the lithium battery sector, with Jing Shan Light Machine actively developing various battery assembly lines and packaging equipment [11]. - The company has established partnerships with several well-known domestic and international clients in the photovoltaic and packaging sectors, indicating a strong market presence [10].

2025起点户储/工商储/便携式储能电池技术论坛 暨全球用户侧储能白皮书发布会 时间： 2025年9月26日 地点：深圳 一 大会组织架构 活动名称： 2025起点户储/工商储/便携式储能电池技术论坛暨全球用户侧储能白皮书发布会 活动主题： 聚焦储能新技术 共建产业新生态 主办单位： 起点锂电、起点储能、起点研究院 SPIR 活动规模： 600+ 举办时间： 2025年9月26日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路 118号） 二 会议亮点 1、 专业聚焦： 行业首个深度聚焦用户侧储能（户储 +工商储+便携）电池技术的专业高峰论坛； 2、 权威发布： 2025首个全球用户侧储能（户储+工商储+便携式）行业白皮书现场发布、户储电芯及系统出货量TOP10、工商储电芯及 系统出货量TOP10、便携式储能电芯及系统出货量TOP10权威排行榜发布； 3、 洞见未来： 深度探讨 30+核心议题，前瞻解析技术突破、破题安全挑战与价值链重构； 4、 高层汇聚： 汇聚头部企业决策层，共话发展，探寻合作新机遇； 5、 规模影响力： 线下 600+核心企业决策者齐聚 ...

Core Viewpoint - The article highlights the recent achievements and strategic partnerships of Chuangneng New Energy in the commercial vehicle market, emphasizing its advanced battery technology and expanding production capacity [4][5][6]. Group 1: Company Achievements - On September 10, Chuangneng New Energy delivered 50 electric buses equipped with its 320Ah power batteries to a public transport company in Hubei, showcasing a range of over 300 kilometers and high energy density [4]. - Chuangneng has secured partnerships with multiple companies, including a collaboration with Zero One Automotive for the launch of a pure electric heavy truck featuring a 324Ah battery, designed for high-frequency and long-distance operations [5]. - The company has also signed a battery development agreement with Dongfeng Liuzhou Automotive, committing to supply over 30GWh of various battery products over the next five years [5][6]. Group 2: Market Position and Growth - Chuangneng New Energy is recognized for its strong market presence in the commercial vehicle sector, having established supply relationships with major manufacturers such as Dongfeng, Xiamen Jinlv, and SANY Heavy Industry [6]. - In the passenger vehicle market, Chuangneng has rapidly formed partnerships with several automakers, with nearly 30 models featuring its batteries listed in the Ministry of Industry and Information Technology's announcement directory [7]. - As of August 2023, the cumulative installed capacity of domestic power batteries reached 417.9GWh, with Chuangneng ranking 13th in the market [7]. Group 3: Production Capacity Expansion - Chuangneng is among the few leading companies expanding production capacity amid a new wave of growth, having signed an investment agreement for a second phase of its Yichang lithium battery industrial park, which is planned to have an annual capacity of approximately 80GWh [8]. - The total investment across Chuangneng's three major production bases in Wuhan, Xiaogan, and Yichang exceeds 100 billion yuan, with a combined planned capacity of 350GWh [8].

这并不是宁德时代今年首次在厦门进行投资。8月20日，宁德时代全资控股 厦门时代新能动力科技有限公司正式注册 成立，位于 厦门市翔安 区， 法定代表人为陈伟峰，注册资本高达20亿人民币，经营范围包括电池制造、电池销售、电子专用材料销售、电子专用材料制造、新材料 技术推广服务、货物进出口等。 新公司的成立，彼时也被行业解读为宁德时代在厦门新动作的开始。 厦门是福建锂电产业高度集中地区，吸引了宁德时代、 海辰储能、中创新航、 中能瑞新等众多 企业在此落户，带动上下游配套产业链进一步 完善。 其中宁德时代是在此布局力度最大的企业之一， 投资版图正从产能建设、技术创新研发到资本投资不断延伸，总投资近400亿元。 仅在产能端， 宁德时代就通过 厦门时代、新能安等先后布局，叠加上述新签项目，规划总产能超160 GWh。 | 倒计时15天 | | --- | | 2025起点户储及便携式储能电池技术高峰论坛 | | 活动主题： 聚焦高安全 共建新生态 | | 主办单位： 起点锂电、起点固态电池、起点研究院 SPIR | | 活动规模： 600+ | | 举办时间： 2025年9月26日 | | 活动地址： 深圳市维纳斯皇家酒 ...

2025起点户储及便携式储能电池技术论坛 时间： 2025年9月26日 地点：深圳 一 会议背景 户用储能： 起点研究院 SPIR调研数据显示，2024年全球户用储能出货规模为27.8GWh，同比增长19%，其中中国企业出货占比高达75%。 户储产品消费领先的国家/区域是欧洲、美国、乌克兰、日本、澳洲、非洲、中东、东盟、俄罗斯。欧洲仍是市场占比最大，最成熟的市场，但 是由于电价下降，增速明显下滑，2024年增速较快的市场是：美国、乌克兰、澳洲、南非、尼日利亚、巴西等国家。SPIR预测，2030年全球 户用储能市场将达到180GWh，相比2024年增长547%。 竞争格局方面， 中国户用储能系统全球出货量 TOP10企业是：华为、比亚迪、艾罗能源、派能科技、麦田能源、德业股份、沃太能源、首航 新能、安克创新和三晶股份。 便携式储能： 起点研究院 SPIR调研数据显示，2024年全球便携式储能电源出货规模为1100万台，同比增长90%。2024年便携式储能电源产 品消费领先的国家/区域是美国、欧洲、日本、乌克兰。美国是全球便携式储能市最大最成熟的市场，主要是美国的户外运动群体大，便携式储 能普及程度高，另外美国 ...

倒计时15天 2025起点户储及便携式储能电池技术高峰论坛 | 活动主题： 聚焦高安全 共建新生态 | | --- | | 主办单位： 起点锂电、起点固态电池、起点研究院 SPIR | | 活动规模： 600+ | | 举办时间： 2025年9月26日 | | 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） | 近日，一则 "小米给比亚迪下 20 万辆车电池订单"的爆料， 引发行业关注 。以 小米SU7 的电池需求估算，这笔订单规模高达 12-15GWh ，相当于比亚迪半个月的电池产能，其上半年电池产量超 200GWh 。 资料显示，小米汽车第一款车型小米 SU7 ，分为标准版， Pro 版以及 Max 版， 标准版搭载的是比亚迪旗下的弗迪刀片电池或宁德时代电 池；第二款车型小米 YU7 标准版和 Pro ，均搭载由弗迪和宁德时代提供的 96.3kWh 磷酸铁锂电池。 若消息真实，这 不仅标志着小米在新能源汽车领域的布局进一步深化，更让小米 有望 成为弗迪电池外供的第一大客户。对于弗迪电池而言， 小米庞大的订单量将有效提升其电池产品的市场占有率， ...

Core Viewpoint - The article highlights the upcoming 2025 Peak Forum on Household Storage and Portable Energy Storage Battery Technology, emphasizing safety and ecosystem collaboration, alongside significant developments in the lithium battery industry, including capital raising and production capacity expansions by companies like Mengguli [2][3]. Group 1: Event Details - The 2025 Peak Forum on Household Storage and Portable Energy Storage Battery Technology will take place on September 26, 2025, at the Venus Hall, Shenzhen Venus Royal Hotel [2][8]. - The event is organized by Qidian Lithium Battery, Qidian Solid-State Battery, and Qidian Research Institute, expecting over 600 participants [2]. Group 2: Company Developments - Mengguli announced plans to raise CNY 98 million through a private placement of A-shares to fund a project for an annual production capacity of 30,000 tons of lithium-ion battery cathode materials [2][3]. - The private placement will involve up to 35 specific investors, including the controlling shareholder Hengtong New Energy, which plans to invest CNY 20 million [2][3]. - The funds will also be allocated to supplement working capital, addressing rapid business growth and technology development needs, as well as mitigating market and financial risks [3]. Group 3: Industry Trends - Three major factors are driving a surge in orders for lithium battery equipment [3]. - The leading company in lithium iron phosphate is upgrading its production capacity by 50,000 tons [3]. - The first International Summit and Exhibition on Sulfide All-Solid-State Batteries is scheduled for November 8, 2025, in Guangzhou [3].

で 2025年09月26日 | 往 期 | | 回 顾 | | --- | --- | --- | | 01 | ｜ | 多家锂电企业"掘金"印度！ | | 02 | ｜ | 重磅开工！又一固态电池项目落地武汉 | | 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暨展览会定档11月8日广州 | | | | 举办！ | (2)起点锂电 (2起点固态电池 (2 起点研究院 2025起点户储及便携式 储能电池技术论坛 共建新生态 聚焦高安全 码上参会 | 倒计时16天 | | --- | | 2025起点户储及便携式储能电池技术高峰论坛 | | 活动主题： 聚焦高安全 共建新生态 | | 主办单位： 起点锂电、起点固态电池、起点研究院 SPIR | | 活动规模： 600+ | | 举办时间： 2025年9月26日 | | 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） | 9月9日消息，宁德时代旗下宜春时代新能源矿业有限公司位于江西宜春的枧下窝锂矿复产工作取 ...