图片来源：先导智能 据悉，本次交付的设备精准匹配客户新型高能量密度电池工艺，在宽幅涂布领域实现多项关键突破，具备" 低故障、高稳定、高效率、高精 度、低能耗 "等特点。 具体来看，设备搭载新一代智能烘箱及全新干燥技术，烘干效率提升20%，大幅提升极片质量稳定性与一致性；凭借更高水平的装备加工精度 和装配精度，设备综合效率（OEE）再提升3%，生产效能持续优化；成功攻克宽幅涂布高速生产中单层涂敷极片爬坡打皱的行业痛点，保障 连续高效生产。 900亿锂电设备龙头官宣开年喜讯：百余台宽幅涂布设备头部客户全球交付！ 2月3日，从先导智能官方微信公众号获悉， 近日公司向一家全球领先的新能源应用解决方案和服务商批量交付百余台新一代宽幅涂布机 ，这 些设备将陆续投用至客户国内外多个新建及扩建生产基地，为其新能源汽车与储能业务全球扩产提供关键设备保障。 进度方面，2026年1月23日，其港股上市申请已通过聆讯；2月3日，公司正式启动H股全球发售，拟发行9361.6万股，最高发售价45.80港 元， 预计于2月11日在港交所主板挂牌。 值得提及的是，在保持核心竞争力方面，先导智能也在大力布局新型电池技术，以稳固"高端前沿市场" ...

Group 1 - The core viewpoint of the article is that Guangdong Boliv Technology Co., Ltd. (Boliv) has submitted a prospectus for a private placement of A-shares to raise up to RMB 650 million, with the funds aimed at enhancing its manufacturing capabilities and supporting working capital [2] - Boliv plans to issue no more than 30,344,850 shares, which represents up to 30% of the company's total share capital prior to the issuance [2] - The company focuses on the research, manufacturing, and sales of lithium-ion batteries, providing energy solutions across various sectors including electric transportation, smart homes, portable energy, and industrial equipment [2] Group 2 - Boliv's main business areas include lightweight power batteries, energy storage batteries, and consumer batteries, emphasizing a full industry chain layout from cell to battery pack [2] - The company is committed to technological innovation as a driver for development, aiming to enhance its capabilities in reliability analysis and R&D for AI-driven new energy batteries [2]

2 月 3 日，富临精工的一则公告，揭示了动力电池龙头宁德时代对其上游核心资产的又一次重注。 公告显示，富临精工拟将所持有的江西升华 5 亿元债权转作对其增资，认购江西升华新增注册资本 4.07 亿元， 宁德时代拟现金增资 7.47 亿元，认购江西升华新增注册资本 6.07 亿元。 本次增资完成后，公司持有江西升华的股权比例将由 79.57% 减少至 64.37% ，宁德时代持有江西升华的股权比例将由 18.74% 增加至 33% 。至此，宁德时代稳坐第二大股东席位。 2024 年 8 月，富临精工以 3.89 亿元回购宁德时代所持江西升华 40% 股权，宁德时代暂时退出股东行列，但双方签署《业务合作协 议》，宁德时代支付一定预付款锁定江西升华 7.5 万吨产能，并承诺 2025-2027 年每年至少采购 14 万吨磷酸铁锂。 2025 年 3 月，宁德时代以 4 亿元重新入股江西升华，持股比例为 18.74% ，并签署全面《战略合作协议》。 6 月，双方将合作产能扩至 36 万吨 / 年，宁德时代一次性支付 5 亿建设预付款，并将"江西升华 100% 产能优先供应宁德时代"修订为后 者承诺"每年采购量不低于 ...

Core Viewpoint - The article discusses the ongoing challenges and opportunities in the cylindrical battery industry, emphasizing the need for companies to move beyond homogeneous competition and focus on technological advancements and application upgrades [2][14]. Group 1: Industry Challenges and Trends - The cylindrical battery sector has faced significant pressure as some application areas mature, leading to increased competition focused on scale and cost [2][5]. - Emerging fields such as computing infrastructure, high-end transportation, and specialized applications are demanding higher performance from batteries, creating new opportunities for technological upgrades [5][14]. Group 2: Technological Focus and Application Development - Tianpeng Power is focusing on three high-technical-demand areas: 1. New applications like Backup Battery Units (BBU) to meet the needs of AI computing, requiring high power output and stability [6]. 2. High-end transportation and specialized applications, with the 21700 series already integrated into European electric motorcycles and eVTOLs [6]. 3. Extreme applications in space and satellite systems, enhancing reliability under harsh conditions [6][14]. - The company emphasizes building engineering capabilities through long-term validation and iteration in complex scenarios rather than broad application coverage [7]. Group 3: Production and Engineering Capabilities - Tianpeng Power prioritizes "mass production, verifiable, and high reliability" in its technological direction, investing in key areas like high-rate, all-tab, and solid-state batteries [10]. - The company has achieved large-scale application of high-rate NCA cylindrical cells, maintaining good cycle stability and consistency, particularly in high-reliability sectors like power tools [10]. - In the all-tab technology area, Tianpeng has optimized processes to ensure performance consistency under stable mass production conditions [10]. Group 4: Global Manufacturing and Collaboration - Tianpeng Power is establishing a dual-base manufacturing model in China and Malaysia to support long-term product validation and application expansion [12]. - The company is transitioning from traditional supplier relationships to collaborative R&D models, focusing on product definition and system integration in emerging fields [12]. Conclusion - Overall, Tianpeng Power's development path reflects a strong technological orientation, focusing on high-technical-content applications and expanding the engineering capabilities of cylindrical batteries [14]. - As infrastructure and energy systems evolve, the technical value of cylindrical batteries in high-reliability and high-power-density scenarios is expected to be further realized [14].

202 6（第二届） 起点锂电圆柱电池技术论坛 暨圆柱电池 20强排行榜发布会 3、全极耳、高镍、硅碳、钠电等技术与圆柱电池结合产生新的增长点和市场空间； ——全极耳技术跃升 大圆柱市场领航—— 4、起点研究院（SPIR）2026中国圆柱电池综合竞争力排行榜20强权威发布（覆盖圆柱电池电芯、设备、材料等关键环节）为行业做采购参考； 202 6 年 4 月 10 日 深圳 一、活动组织架构及行业背景 ——行业背景—— 1、2025年大圆柱电池和全极耳电池市场爆发，根据起点研究院SPIR统计，2025年中国圆柱电池出货量增长超过15%，其中大圆柱电池增速超 过40%，亿纬锂能、多氟多新能源、鹏辉能源、新能安、创明新能源、小鲁锂电、蓝京新能源、利维能、 时代联合 、 中比 等头部大圆柱电池企 业产能供不应求，预计 2026年圆柱电池将继续保持高速增长； 2、32、40、46、60等大圆柱系列产品在轻型动力、电动两三轮车、铅改锂、便携式及户用储能、两轮车及换电、无人机及EVTOL、汽车动力等 领域快速放量； 活动主题： 全极耳技术跃升 大圆柱市场领航 主办单位： 起点锂电、起点研究院（ SPIR） 活动规模： 6 0 ...

Group 1 - Mitsubishi Chemical Group announced a complete exit from the coking coal and carbon materials business, expecting a non-recurring loss of approximately 85 billion yen (about 4.1 billion RMB) [2] - The decline in the overseas coking coal market is attributed to weak steel demand in China and oversupply due to new capacities in Indonesia [2] - Despite quality advantages and various measures to improve profitability, Mitsubishi Chemical acknowledged the inability to reverse the structural challenges in the coking coal sector [2] Group 2 - For the first half of the fiscal year 2025 (April-September), Mitsubishi Chemical reported sales revenue of 1,799.12 billion yen (approximately 11.5 billion USD), a 10.5% decrease from the previous year [2] - The operating profit for the same period was 86.49 billion yen, down 19.6% year-on-year [2] - The net profit attributable to the parent company's shareholders was 110.13 billion yen, showing a significant increase of 169% compared to the previous year [2]

Group 1 - The core viewpoint of the article is that the domestic lithium battery industry is gradually emerging from a two-year adjustment period, with a positive development trend expected in 2026, driven by rising demand in the new energy vehicle and energy storage sectors, as well as the optimization of supply-demand structures in the industry [2][5] - CATL has been actively expanding its capacity and optimizing its resource integration since the beginning of 2026, reflecting the overall recovery of the lithium battery industry [2][4] - The company signed a cooperation agreement with the Quanzhou Municipal Government to focus on the research and large-scale manufacturing of new energy batteries, marking a significant step in optimizing its capacity layout [3][4] Group 2 - The collaboration with Quanzhou and Nan'an governments aligns with the industry's shift from scale expansion to quality improvement, emphasizing zero-carbon manufacturing and smart production [3][4] - The new energy battery production base project is set to start construction in the second quarter of 2026, although specific investment amounts and capacity plans have not yet been disclosed [3][4] - CATL's previous projects in Fujian have established a comprehensive industrial layout, with the Z base in Ningde recognized as the world's first "lighthouse factory" in the lithium battery sector [4][5] Group 3 - The recent agreements signify a transition from preparatory phases to substantial progress in CATL's layout in Yunnan, which is expected to enhance the local new energy industry and optimize the supply chain [5][6] - The overall development of the lithium battery industry is characterized by a focus on technological innovation, green transformation, and regional collaboration, moving beyond mere capacity competition [6]

1 月 26 日，内蒙古兴发科技有限公司建设的 10 万吨 / 年电池级磷酸铁锂项目规划设计方案已经乌达区 2026 年第一次国土空间规划委员 会评审通过。乌海市生态环境局拟作出的建设项目环境影响评价文件审批意见的公示。 该项目属于新建项目， 本项目总投资 15 亿元 ，环保投资 680 万元。 建设规模为 10 万吨 / 年磷酸铁锂产能 ， 主要完成车间的土建施 工、生产设备的安装调试，以及配套公辅设施的建设，涵盖配电房、纯水机房、冷冻机房、空压机房、除湿机房等。 项目生产工艺路线选择固相法（碳热还原法），即采用磷酸铁、碳酸锂、葡萄糖等生产原辅料经配料研磨、喷雾干燥、高温烧结、粉碎包装四 个工段得到磷酸铁锂产品，具有工艺简单可控、原料兼容性强、批次稳定性高的特点。 内蒙古兴发科技有限公司是兴发集团走出湖北建设的重要战略生产基地，主营草甘膦原药生产销售业务。 2018 年，兴发集团宣布以 2.4 亿元的收购了内蒙腾龙公司 100% 的股权，将自身草甘膦生产能力提升至 18 万吨 / 年，进一步巩固在草甘 膦领域的龙头地位；随后，兴发集团向该公司注资 4 亿元，并将公司名称更改为"内蒙古兴发科技有限公司"。 此 ...

去年的市场环境转暖，让锂电池产业链尤其是材料端走出阴霾，见到阳光。 起点锂电获悉，近期有多家锂电产业链相关上市公司披露 2025 年业绩预告，其中以正极材料端居多，其扭亏为盈趋势明显。 01 业绩大比拼 先来看电芯环节。 | | 锂电产业链上市公司2025业绩预告汇总 | | | --- | --- | --- | | | 电芯板块 | | | 公司名称 | 利润 | 增长率 | | 科研制 | 25亿元-30亿元 | 107.16%-148.59% | | 瑞浦三钧 | 6.30亿元-7.30亿元 | 扭亏为盈 | | 鹏辉制原 | 1.70亿元-2.30亿元 | 扭亏为盈 | | 派能科技 | 6200万元-8600万元 | 50.82%-109.21% | | 商都电源 | 亏损8.9亿元至12.5亿元下ING POINT -- 咸亏 | | | 多氨多 | 2亿元-2.8亿元 | 扭亏为盈 | | 远车股份 | 4500万元到6500万元 | 扭亏为盈 | | LG新能源 | 1.3万亿韩元 | 133.90% | | 字能科技 | 5.8亿元-8.3亿元 | 亏损扩大 | | 三重SDI | 亏损1 ...

据路透社1月28日最新报道，汽车巨头大众汽车宣布，将在美国市场分两批召回共计44551辆大众ID.4纯电动车型，召回核心原因直指车辆搭 载的高压电池存在起火安全隐患，此次事件迅速引发全球汽车及锂电行业广泛关注。 据悉，本次两批召回虽涉及车辆批次略有差异，但均指向同一核心问题部件——高压电芯模块，且牵涉到同一家锂电巨头供应商——SK电池 美国公司（SK On）。作为大众北美市场电动化战略的核心电池合作伙伴，SK On此次被卷入召回风波，其产品质量稳定性再度成为行业聚 焦的焦点。 美国国家公路交通安全管理局（NHTSA）披露的调查文件显示，召回行动的启动源于多起安全事故隐患。2024年至2025年间，大众ID.4车 型在美国市场至少发生了5起电池过热相关事件，部分事件甚至出现起火苗头，给车主人身及财产安全带来潜在威胁。 为查明事故根源，大众汽车联合供应商SK On开展了全面的拆解分析工作。经技术团队排查确认，此次电池过热及起火隐患的核心诱因，是涉 事高压电芯模块存在"电极移位"这一硬件异常。据悉，所谓"电极移位"，是指因电池变形导致正极和负极发生错位，电池鼓包就是其表现形 式之一，属于电芯制造过程中需严格管控的关 ...