| 2起点锂电 全球领先的锂电产业智库 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 台 | 务 内 容 | 周陵 | 라 | | | | | | 品牌服务 | 政府服务 | 资本服务 | 研究 咨询 | | | | | | IPO | | | | | | | | | 论坛 展会 | 走 660 | 数据 调研 | | | | | | | 研究 | | | | | | | | | 服务 | | | | | | | | | 规划 | | | | | | | | | 招商 服务 | 报告 | 咨询 | 报告 | | | | | | 暖点 | 会员 服务 | 品牌 唯位 | 泰安 | 昌客 | 政府 | 是 别 | 报 顾问 | | 合作 咨询 邱先生 189 3802 3176 | | | | | | | | 6月10日，德方纳米披露，公司控股子公司深圳市德方创域新能源科技有限公司（以下简称"德方创域"）以增资扩股的方式引进战略投资者国 信资本有限责任公司、成都产投先进制造产业股权投资基金合伙企业（有限合伙）、四川省天府芯云 ...

Group 1 - Envision Energy has launched a new energy storage battery production line in Tennessee, USA, with an initial capacity of 7GWh to meet high-quality storage product demands from top clients [3] - CATL has announced the mass production and delivery of its next-generation large-capacity energy storage cell, the 587Ah cell, which features a 10% increase in energy density compared to the previous generation [4] - Guoxuan High-Tech has signed a strategic cooperation agreement with BASF and others to focus on energy storage system R&D and commercialization of new battery materials [5] Group 2 - EVE Energy plans to issue H-shares and list on the Hong Kong Stock Exchange, aiming to enhance its capital strength and international brand image [6][7] - Ruipu Lanjun has signed strategic cooperation agreements with multiple industry leaders, resulting in a total order volume exceeding 20GWh [8] - Zhengli New Energy's 25GWh automotive power battery project is expected to commence production in the fourth quarter of 2025 [9] Group 3 - Desay Battery showcased its full-stack energy storage technology at an exhibition and secured multiple overseas orders to expand its presence in the European market [10] - Huatuo New Energy's 4GW energy storage battery project in Anhui is set to begin production in September, with an expected annual output value of 5 billion yuan [11] - Honeycomb Energy has marked a milestone with the production of its 300,000th "Fortress" off-road battery, demonstrating significant technological advancements [12] Group 4 - Changan Automobile has confirmed that its Jinzhongzhao battery meets the new national standards for power batteries and is investing in solid-state battery R&D, aiming for validation by 2026 [13] - A new 6GWh energy storage battery production project has commenced in Pengxi, Sichuan, with an expected annual output value of 4.9 billion yuan [14] - Wanhua Chemical has signed a memorandum with ElevenEs to establish a localized supply chain for battery materials in Europe [16] Group 5 - A project for producing 10,000 tons of silicon-carbon anode materials has been approved in Yichang, with a total investment of 100 million yuan [17] - Wanrun New Energy is actively developing solid-state battery materials, focusing on high-performance cathode materials [18][19] - Tinci Materials has signed an investment agreement to build a comprehensive production base in Morocco for electrolyte and raw materials, with an estimated investment of 2.576 billion Moroccan dirhams [20] Group 6 - A project for producing 10,000 tons of ternary cathode materials has been publicly announced in Anhui, with a total investment of 100 million yuan [21] - Jiangxi Gepai has initiated the installation of equipment for its lithium iron manganese phosphate production line, marking a significant step in its strategic development [22] - Dexin Technology has clarified that it does not directly produce solid-state batteries but provides precision molds for battery production [24] Group 7 - Manstein has completed a dual-line layout for solid-state battery process equipment, focusing on both wet and dry methods [25] - Huazi Technology is accelerating its market share in the new round of lithium battery equipment updates [26] - A project for recycling 60,000 tons of waste lithium batteries has been launched in Meizhou, with an investment of 651 million yuan [28] Group 8 - Beijing Dinos and Tianjin Batray have signed a strategic cooperation agreement to build a comprehensive recycling ecosystem for retired power batteries [29][30] - A project for the tiered utilization of 100,000 retired power lithium battery packs has been announced in Shandong, with a total investment of 120 million yuan [31] - A project for recycling 10,000 tons of lithium iron phosphate cathode materials has been publicly announced in Jiangxi [32] Group 9 - A comprehensive treatment project for 170,000 tons of waste lithium iron phosphate batteries has been launched in Dezhou, with a total investment of 500 million yuan [33] - Geely Holdings has announced it will no longer build new automotive production plants, focusing instead on optimizing existing capacities through cooperation [35] - NIO is set to supply batteries for McLaren's hybrid models, with production expected to begin next year [36]

Core Viewpoint - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit aims to address the rapid growth of the battery swap market for two-wheeled electric vehicles, driven by policy support, demand for instant delivery, and technological upgrades, while highlighting the need for solutions to challenges such as battery safety and cost optimization [3][4]. Group 1: Event Background and Highlights - The event will feature the authoritative release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," covering various rankings including the top 10 electric two-wheeled vehicle manufacturers and battery operators [3]. - The global battery swap market for two-wheeled vehicles is experiencing rapid growth, with Chinese companies poised to capitalize on new opportunities due to their advantages in industry chain integration [3]. - There is an accelerated development of high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products by upstream and downstream companies [3]. - Emerging applications such as low-altitude flight, mobile electric tools, humanoid/robotic technology, smart homes, and smart energy storage are driving the rapid growth of the lightweight power and small-scale energy storage markets [3]. - AI technology is enhancing the research and optimization of new battery technologies and processes, such as sodium batteries and full-tab cylindrical batteries, in the battery swap sector for two-wheeled vehicles [3]. Group 2: Event Agenda - The conference will include a closed-door meeting for the China New Energy Entrepreneurs Club and a series of specialized forums focusing on topics such as the development trends of electric two-wheeled vehicles, battery technology, and the opportunities and challenges in the battery swap market [5][6]. - Key discussions will cover the application of manganese iron phosphate in two-wheeled vehicles, the new direction of high-safety wide-temperature sodium-ion batteries, and the impact of new national standards on battery technology [6]. Group 3: Participating Companies - Notable participating companies include electric two-wheeled vehicle and battery swap enterprises such as Iron Tower Energy, Meituan, Didi Qingju, and various battery manufacturers like CATL and BYD [7][8]. - The event will also attract companies from the IoT and communication module sectors, battery management system (BMS) providers, and equipment and materials fields, indicating a comprehensive industry representation [8]. Group 4: Registration and Fees - Registration packages are available, with Package A priced at 2888 yuan per person, including one-day hotel accommodation and a copy of the industry white paper, while Package B is priced at 2288 yuan, offering a simplified version of the white paper [9].

海博思创 还 与华驰动能签署协议 ， 围绕电化学储能与飞轮重力储能开合作，着力实现产业的优势互补，为储能市场 发展 带来新突破。 01 起点锂电获悉， 近日海博思创分别与三大企业签署合作关系，分别是宁德时代、通用技术、华驰动能。 海博思创官微发文称， 6 月 12 日公司与宁德时代签订协议，双方将在原有基础上扩大合作领域，包括零碳能源与交通、智能制造等，从多 角度全维度开展产业协同。 同时， 海博思创 还 与通用技术及其子公司建立合作关系 ，二者 在储能技术、储能项目开发 、 国际储能场景应用等方面 极具 互补性，具 备 合作条件， 双方将围绕新能源项目全周期管理、市场拓展、技术创新与标准等方向打造储能标杆项目。 "人脉网"持续扩大 除了以上三家，在最近海博思创也和以下企业签订了合作关系。 在 最近的新能源盛会上， 海博思创储能 +X 全场景解决方案 惊艳亮相 ， 带来了 光储融合、构网型技术、源网荷储一体化等 解决方案 ， 还有针对 油田、矿山、充电、数据中心、台区、通讯基站、工商业、高耗能工厂等各类细分 市场的解决方案 ，储能 +X 本质就是让储能产 品 与多维度场景 融合 ，实现联动效应。 有如此多的场 ...

Group 1 - The article highlights the CINE2025 Sodium Battery and Solid-State Battery International Summit and Exhibition as the first professional exhibition for the entire industry chain of sodium and solid-state batteries, focusing on next-generation power and energy storage battery technologies [2][4][20] - The event is organized by authoritative media platforms in the new energy battery industry, aiming to create a professional display platform for the sodium and solid-state battery industry and promote high-quality development [1][2] - The exhibition is scheduled to take place from November 6 to November 8, 2025, in Guangzhou, with over 200 exhibitors, 2000 participating companies, and 20,000 professional attendees expected [2][20] Group 2 - The exhibition will feature nine specialized forums focusing on various aspects of sodium and solid-state battery technologies, including innovation, materials, and manufacturing processes [2][17] - The event will include a series of specialized sessions, such as sodium battery technology innovation, sodium battery cathode materials, and solid-state battery technology innovation [17] - The exhibition aims to address the rapid development and industrialization of sodium and solid-state battery technologies, which are key areas supported by national policies [1][2]

Group 1 - The establishment of Dalian Times Carbon Valley New Energy Co., Ltd. marks a strategic move by CATL to expand its footprint in the negative electrode materials sector, with a registered capital of 10 million yuan [2] - The company is jointly owned by Times Green Energy Co., Ltd. (80%), Dalian Oriental Carbon Valley New Materials Group Co., Ltd. (15.1%), and Bettery New Materials Group Co., Ltd. (4.9%), with Times Green Energy being a wholly-owned subsidiary of CATL [2][5] - CATL has been actively expanding its operations in Liaoning province, including the Jinzhou Times new negative electrode material integration project, which is crucial for securing upstream resources [3] Group 2 - In June 2024, CATL's chairman met with Liaoning provincial leaders to explore deeper cooperation in various sectors, including zero-carbon industries [3] - A strategic partnership was formed between CATL and Fangda Group in February 2025, focusing on zero-carbon energy development and applications, electric transportation, and sustainable development [3] - In addition to Times Carbon Valley, CATL established Shenyang Times Electric Service Co., Ltd. in March 2023, focusing on electric vehicle sales and related infrastructure [4] Group 3 - Bettery, a leading global negative electrode materials company, has maintained a long-term partnership with CATL, achieving a domestic shipment volume of 345,000 tons in 2024, holding over 20% market share [6] - Bettery is focusing on breakthroughs in silicon-based anodes and fast-charging materials, with plans to achieve mass production of new silicon-carbon products by 2025 [6]

Core Viewpoint - Zimbabwe's government will ban lithium concentrate exports starting in 2027 to encourage local processing and refining facilities, aiming to boost domestic mining development [1][2][3] Group 1: Policy Changes - Zimbabwe has already banned the export of lithium ore since 2022 and is pushing for more local processing by mining companies [2] - The government plans to allow the export of lithium sulfate while banning lithium concentrate exports, effective January 2027 [3] Group 2: Industry Development - Two mining companies in Zimbabwe are currently constructing lithium sulfate plants, which will convert lithium concentrate into lithium sulfate, thereby increasing its value [2][3] - Lithium sulfate is an intermediate product that can be refined into battery-grade materials such as lithium hydroxide or lithium carbonate [3] Group 3: Economic Impact - The mining sector is a major economic pillar for Zimbabwe, accounting for over 75% of the country's export revenue [4]

Core Viewpoint - The article highlights the significant progress of China Salt Lake's 40,000 tons/year integrated lithium salt project in the Qarhan area of Golmud, Qinghai Province, marking its transition from construction to trial production, which lays a solid foundation for the project's full-scale operation [1]. Group 1: Project Development - The lithium extraction device has successfully completed the intermediate handover, indicating the project's shift to trial production [1]. - The lithium extraction device is a key process unit for achieving the production capacity target of 40,000 tons/year, located in a 35,000 square meter facility, utilizing advanced "continuous ion exchange moving bed + membrane coupling" technology [1]. - The project aims to enhance the efficiency and quality of lithium resource extraction through innovative processes and overall optimization, promoting the lithium industry towards diversification and high-quality development [1]. Group 2: Company Structure and Ownership - China Salt Lake is composed of three entities: Qinghai Salt Lake Industry Co., Ltd., Qinghai Huixin Asset Management Co., Ltd., and Wenkang Salt Lake Co., Ltd., with over 15,000 employees and a registered capital of 10 billion yuan [2]. - China Minmetals holds a 53% stake in China Salt Lake, while the Qinghai Provincial State-owned Assets Supervision and Administration Commission and Qinghai Provincial State-owned Assets Investment Management Co., Ltd. jointly hold 47% [2]. - The controlling shareholder of Salt Lake Co. changed to China Salt Lake on December 27, 2024, after acquiring over 680 million shares for more than 13.5 billion yuan, resulting in a 12.87% ownership stake [2][3]. Group 3: Financial Aspects - The 40,000 tons/year integrated lithium salt project, initiated by Salt Lake Co. in June 2023, includes the production of 20,000 tons of battery-grade lithium carbonate and 20,000 tons of lithium chloride, with a total investment of approximately 7.098 billion yuan [3]. - Salt Lake Co. plans to apply for a project loan of up to 1.8 billion yuan from a consortium of five financial institutions to accelerate the project's construction, benefiting from a 1.5% interest subsidy from the central government [3].

据外媒报道，韩国电池材料制造商EcoPro BM宣布，将于6月初暂停其在加拿大魁北克省贝坎库尔市投资12亿加元（折合人民币约63亿元） 的电池材料工厂建设项目。 EcoPro BM在一项声明中指出：" 电动汽车和电池行业仍面临诸多不确定性，加之美国关税政策带来的挑战，这些因素均严重影响了公司关 键决策进程。 " 点击阅读原文，即可报名参会！ 短时间内的两次停工是一种征兆。同年11月，既是投资方，也是工厂潜在客户的福特撤资了，该工厂的不确定性进一步增加。 事实上，一切早有迹象。在该工厂第一次停工的4月，福特已经将其加拿大奥克维尔（Oakville）装配厂计划推出的电动SUV的投产时间从 2025年推迟到了2027年，理由是市场对电动汽车的需求增长速度低于预期。 7月，福特再度宣布，该公司原本计划用来生产电动汽车的加拿大工厂将转而生产其旗舰车型F系列皮卡的汽油动力版本。 政治经济环境的不断变化，以及大股东的退出，让这个工厂的命运堪忧。然而，EcoPro BM当时仍对该工厂的潜力以及电动汽车行业的未来 充满信心，并承诺继续推进该工厂的建设。 （ 来源：储能前沿） 往 期 回 顾 | 01 | ｜ | 锚定全球能源变 ...

为寻求业绩新增长点，海外市场已经成为锂电企业竞相 "落子"的重心。 电解液龙头天赐材料 6 月 11 日晚间发布公告，公司及全资孙公司 Tinci Materials Jorf Lasfar SAS 与摩洛哥王国签署了投资协议，拟通 过项目公司在摩洛哥投资建设电解液与原材料一体化生产的综合基地。 据介绍，此次签约的项目位于 Jorf Lasfar 的工业园区内，规划年产 15 万吨电解液产品及其关键原材料， 总投资额预计为 25.76 亿摩洛 哥迪拉姆（约 20.3 亿人民币） 。 摩洛哥将根据适用条例为本项目提供必要支持及在本项目符合相关条件的情况下提供相应补贴。 天赐材料表示，此次投资协议的签署旨在通过与摩洛哥建立长期、稳定的战略合作关系，充分整合优势资源，进一步完善公司海外布局。 实际上，早在 2023 年 6 月 27 日，天赐材料公告，拟通过全资子公司新加坡天赐投资设立摩洛哥管理公司，并由其投资设立全资摩洛哥实 体公司，专注于锂离子电池材料的生产与销售。 今年 5 月 13 日，天赐材料在互动平台再次确认，正积极推进美国及摩洛哥的本土化产能建设，加速电解液及六氟磷酸锂的海外市场开拓。 天赐材料认为， ...