比亚迪前8月动力及储能电池装机超180GWh 9月1日，比亚迪发布产销快报，8月公司新能源汽车销量37.36万辆，上年同期为37.31万辆；1-8月新能源汽车累计销量约286.4万辆，同比 增长23%。至此，比亚迪新能源车累销超1340万辆。 电池方面，其8月新能源汽车动力电池及储能电池装机总量约为23.175GWh，1-8月累计装机总量约为180.051GWh。 亿纬锂能全固态电池正式下线 9 月 2 日，亿纬锂能固态电池研究院成都量产基地正式揭牌，首批"龙泉二号" 10Ah 全固态电池同日下线。 基地总面积约 11000 平方米，全面投产后年产能近 50 万颗电芯。基地分两期建设，一期将于 2025 年 12 月建成，具备 60Ah 电池制造能 力；二期计划于 2026 年 12 月实现 100MWh 年产能交付。此次下线的"龙泉二号"为 10Ah 全固态电池，能量密度高达 300Wh/kg 、体积 能量密度为 700Wh/L 。 宁德时代与印度尼西亚合作项目正式动工 近日，由宁德时代子公司普勤时代(CBL)、印尼国有矿业公司ANTAM与印尼电池公司IBC组成联合体共同投资建设的印尼镍资源和电池产业链 项 ...

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 ...

2025起点固态电池行业年会 暨首届硫化物全固态电池国际峰会 时间： 2025年11月8日 地点：广州 一 活动背景与意义 1、 硫化物全固态电池技术发展现状分析 能量密度快速提升 : 硫化物全固态电池能量密度预计从 2025年的350Wh/kg提升至2030年的500Wh/kg，年均复合增长率达7.4%，显著高于液态锂电 池进步速度。 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 ...

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].

9月5日， 海辰储能宣布与可再生能源领军企业BOS Power签署合作协议，计划于2027年前在丹麦、瑞典、芬兰及挪威部署总规模达3GWh的 储能系统项目。 该协议覆盖一系列电力储能项目，单体容量30MWh及以上。海辰储能将提供先进的直流侧储能系统，包括∞Power 6.25MWh 2h/4h储能系统 及∞Block 5MWh储能系统。同时，海辰储能还将为BOS Power提供技术培训，并授权其成为认证服务提供商，以此为终端客户提供本地化支 持，提升运营效率。依托在核心业务领域建立的强大投资者关系，BOS Power能够在不同市场领域提供可扩展的能源解决方案，为客户提供项 目支持。 据悉，协议框架下的首个项目已在丹麦开工建设，这标志着海辰储能正式进入北欧市场。 近年来，4 小时及以上的长时储能正成为行业的重要发展方向。基于对市场需求的前瞻洞察，海辰储能率先突破长时储能与钠电储能等关键技 术，推出∞Power 6.25MWh 4h储能系统、∞Cell N162Ah钠离子电池等多款创新产品，持续引领行业发展风向。其中，新一代长时储能电池 ——∞Cell 1175Ah千安时长时储能专用电池及配套储能系统均已实现量产 ...

Core Viewpoint - The lithium iron phosphate (LFP) market is undergoing a critical period characterized by the accelerated elimination of backward production capacity and the rapid release of advanced capacity, indicating a structural adjustment within the industry [2][3]. Group 1: Market Dynamics - The LFP sector is experiencing a structural adjustment due to the explosive growth of electric vehicles and commercial energy storage, leading to a crowded market and a reversal in supply-demand dynamics [2]. - The "Matthew Effect" is becoming more pronounced, where leading companies with quality production capacity continue to secure orders, while smaller firms struggle for survival [3]. Group 2: Project Developments - Guizhou Anda's 60,000 tons/year LFP project is set to invest 1 billion yuan to establish six production lines, with a total capacity of 150,000 tons of phosphate and 150,000 tons of lithium iron phosphate [6]. - Guizhou Phosphate Zhonghe's 300,000 tons/year LFP project is in the public participation phase, with an initial capacity of 150,000 tons [7]. - Shanxi Yangquan's 100,000 tons/year LFP project is nearing production, with an investment of 1.85 billion yuan and plans for further expansion [8][10]. - Ningxia Baofeng Energy Group's first phase of a 250,000 tons/year LFP project is expected to be operational by September 2025, with an investment of approximately 15 billion yuan [12]. - Sichuan Wanhua Chemical's 120,000 tons/year phosphate expansion project is also underway, with an investment of 110 million yuan [11]. - Hebei Beike New Energy's LFP project aims for an annual production of 2,000 tons, with the environmental impact assessment nearing approval [14]. Group 3: Technological Advancements - The energy storage market's growth is driving continuous optimization of LFP technology in energy density, cycle life, and rate performance, with high-pressure solid LFP technology emerging as a future focus [3][19]. - Recent breakthroughs in LFP technology include the fourth-generation high-pressure solid density LFP products gaining customer recognition, with a shipment ratio of approximately 20% to 30% [17][19].

2025起点固态电池行业年会 暨首届硫化物全固态电池国际峰会 时间： 2025年11月8日 地点：广州 一 活动背景与意义 1、 硫化物全固态电池技术发展现状分析 能量密度快速提升 : 硫化物全固态电池能量密度预计从 2025年的350Wh/kg提升至2030年的500Wh/kg，年均复合增长率达7.4%，显著高于液态锂电 池进步速度。 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。 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 ...

Core Viewpoint - The article analyzes the financial performance and business strategies of EVE Energy for the first half of 2025, highlighting strong revenue growth driven by robust sales in power and energy storage batteries, despite a decline in net profit due to certain expenses [2][3]. Financial Data and Indicators - EVE Energy achieved a revenue of 28.17 billion yuan in the first half of 2025, marking a year-on-year increase of 30.06%, primarily due to strong performance in power and energy storage batteries [3]. - Power battery shipments reached 21.48 GWh, up 58.58% year-on-year, while energy storage battery shipments were 28.71 GWh, reflecting a 37.02% increase [3]. - The gross profit margin for power batteries was 17.60%, with a year-on-year increase of 6.92%, while the overall gross profit margin for the company was 17.33%, up 1.21% year-on-year [4]. - The net profit attributable to shareholders was 1.605 billion yuan, down 24.90% year-on-year, but adjusted figures excluding certain expenses showed a growth of 3.78% [6]. - Operating cash flow net amount was 2.373 billion yuan, a significant increase of 660.72% year-on-year, indicating strong cash generation capability [6]. R&D Investment - R&D investment in the first half of 2025 was 1.439 billion yuan, a slight decrease of 2.01% year-on-year, emphasizing the company's commitment to core technology development [7]. - Key areas of focus include lithium-ion batteries for XR wearables, high-voltage soft-pack batteries, and high-performance energy storage solutions [7]. Business Analysis Power Battery - EVE Energy's power battery shipments were 21.48 GWh in the first half of 2025, with a significant portion supplied to major clients like XPeng and GAC [8]. - The company has established a comprehensive product range to meet diverse customer needs in the power battery sector [8]. Energy Storage Battery - The company provided comprehensive energy storage solutions, achieving a shipment of 28.71 GWh in the first half of 2025, ranking among the top three in the country [12]. - EVE Energy received over 60 GWh in orders for energy storage solutions, leading the national market [12]. Consumer Battery - The company maintains a leading position in the consumer battery market, with stable growth driven by urbanization and smart city initiatives [13]. New Battery Planning - EVE Energy has developed a prototype of a solid-state battery and plans to launch a high-density solid-state battery by 2026 [14]. - The company is also working on lithium-metal batteries for various applications, including drones and electric vehicles [14]. Overseas Expansion - EVE Energy is expanding its overseas presence, with a battery production base in Malaysia and a planned 30 GWh capacity in Hungary to meet European demand [15]. Innovative Business Model - The CLS global cooperation model aims to enhance the company's global competitiveness through technology licensing and collaborative R&D [16]. - Initial results from this model have shown effective collaboration and production capabilities, particularly in North America and Europe [16].

Core Viewpoint - The global energy storage demand has surged dramatically this year, leading to a significant increase in orders for domestic energy storage cell companies, with over 90 energy storage battery and system orders signed since 2025, totaling more than 270 GWh [3] Group 1: Market Demand and Orders - The energy storage industry has seen explosive growth in demand, with many industry professionals reporting factories operating at full capacity and certain products, such as the 100Ah product, being in short supply [3] - Major battery companies, including CATL, Yiwei Lithium Energy, and others, are currently experiencing saturated orders and are focused on rapid delivery [3] - A significant contract for a 2 GWh energy storage project was signed between POSCO International, FAW Import and Export Company, and China Automotive New Energy in Tianjin [3] Group 2: Company Overview and Developments - China Automotive New Energy, formerly known as Qingdao Lishen, is a key project promoted by the State-owned Assets Supervision and Administration Commission, aimed at integrating resources and enhancing research and development capabilities [5][7] - The company has completed its first phase of empowerment reform and has successfully certified its self-developed customized battery products [5] - China Automotive New Energy has delivered over 5 GWh of energy storage business and has seen an 83% increase in overseas orders [7] Group 3: Product Development and Innovations - The company has established a product matrix for energy storage cells ranging from 280Ah to over 600Ah, focusing on high energy density, long cycle life, and low decay characteristics [11] - New product series, including the 6+, 7+, and 8+ series, have been launched, featuring significant improvements in energy density and system efficiency [12] - The company emphasizes a five-layer safety design concept to provide safer and longer-lasting energy storage products [13] Group 4: Production Capacity and Future Plans - China Automotive New Energy has a planned total production capacity of 97.5 GWh, with 32 GWh already built across four bases [13] - The first phase of the production capacity at the Chuzhou base has been completed, contributing 10 GWh of energy storage battery capacity [13]

Group 1 - The establishment of Times Qiji New Energy Technology (Sanya) Co., Ltd. with a registered capital of 5 million RMB, focusing on new energy technology research and development, electric vehicle battery swapping facilities, and other related services [2] - The company is wholly owned by Times Qiji New Energy Technology (Haikou) Co., Ltd., a subsidiary of CATL, with Zeng Yuqun as the actual controller [2] - CATL is collaborating with Changzhou to develop six major industrial ecosystems, aiming to transition into a "zero-carbon ecosystem builder" [2] Group 2 - The first industry forum on household storage and portable energy storage battery technology is scheduled for September 26 in Shenzhen [4] - The first Sulfide All-Solid-State Battery International Summit and Exhibition is set for November 8 in Guangzhou [4]