Core Viewpoint - The article discusses the launch of the "2025 China Two-Wheeled Vehicle Battery Swap IoT and Communication Module Leading Brand" survey and evaluation activity, aimed at enhancing brand influence and providing procurement references for buyers in the two-wheeled vehicle industry [1][3]. Evaluation Background - The survey aims to assist buyers in the two-wheeled vehicle industry by providing a reference for procurement and helping companies expand their brand influence through the support of the Qidian Lithium Battery platform [1]. Evaluation Criteria - The evaluation targets Chinese two-wheeled vehicle battery swap IoT and communication module manufacturers, with five key indicators each accounting for 20% of the total score: 1. R&D and technical strength 2. Product reputation 3. Product shipment volume 4. Market share 5. Network voting on the Qidian Lithium Battery platform [2][7]. Evaluation Process - The evaluation process includes self-recommendation by companies, candidate data review, expert committee voting, and public announcement of results, culminating in an award ceremony during the "2025 Fifth Qidian Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit Forum" [10][11]. Important Dates - Registration for the evaluation runs from May 30, 2025, to June 9, 2025, with voting from June 9 to June 20, 2025. The award ceremony will take place on July 11, 2025, in Shenzhen [11]. Awards and Recognition - Award-winning companies will receive a trophy, brand tracking report services, and a VIP ticket to the conference, which will feature over 600 industry leaders, technical experts, and media personnel [8][11].

财务数据显示，2024年，汇川技术通用自动化业务同比增长仅1.36%；轨道交通业务同比增长约2%；智慧电梯同比下滑6.65%；而根据联 合动力招股书，其2024年营收同比增长幅度达到67.90%。 （来源：中国网财经、综合报道） 往 期 回 顾 | 01 | ｜ | 锚定全球能源变革！德赛电池全栈储能技术重磅出击 | | --- | --- | --- | | 02 | ｜ | 正力新能百亿动力电池项目即将投产 | | 03 | ｜ | 这家电池厂进入国内装机量TOP15！ | | 04 | ｜ | 第五届起点两轮车换电大会及轻型动力电池技术高峰论坛7月10-11日深 | | | 圳举办 | | 深交所信息显示，苏州汇川联合动力系统股份有限公司（以下简称：联合动力）将在6月12日创业板首发上会。 按本次发行股份占发行后总 股本25%比例计算， 联合动力此次IPO估值高达195亿元。 联合动力成立于2016 年，致力于成为全球领先的智能电动汽车部件及解决方案提供商，主要产品 包括电驱系统（电控、电机、三合一 / 多 合一驱动总成）和电源系统（车载充电机、DC/DC 转换器、二合一 / 三合一电源总成）等动力系统 ...

Core Viewpoint - The energy storage sector is currently a competitive battlefield for battery companies, with major players like CATL, Yiwei Lithium Energy, Guoxuan High-Tech, and others showcasing new products and technologies at recent industry exhibitions [2][3] Group 1: Industry Developments - Major companies have signed significant orders in the energy storage sector, with Ruipu Lanjun securing over 20GWh in strategic cooperation agreements and Desay Battery collaborating on multiple projects in Turkey [2] - Guoxuan High-Tech launched its Qianyuan Zhichu 20MWh energy storage battery system, which has already garnered multiple intention orders totaling over 3GWh [3][4] Group 2: Product Innovations - The Qianyuan Zhichu system features a modular design with a capacity of 20MWh and a lifespan of 25 years, aligning with the industry's trend towards larger energy storage capacities [6] - The system utilizes a 314Ah cell technology, which is noted for its stability and safety compared to larger cells, and has achieved over 15,000 cycles [6][7] Group 3: Financial Performance - Guoxuan High-Tech's revenue from energy storage systems reached 7.832 billion yuan, accounting for 22.13% of total revenue, reflecting a year-on-year increase of 12.98% [10] - The company is expanding its energy storage business rapidly, with plans to enhance its product offerings across various application scenarios, including commercial energy storage and integrated charging solutions [10][11] Group 4: Strategic Collaborations - Guoxuan High-Tech is actively pursuing partnerships for energy storage projects in regions such as Pennsylvania, Japan, and Taiwan, indicating a broadening of its operational footprint [11][12] - Recent collaborations with BASF and other companies aim to innovate in energy storage systems and promote the commercialization of new battery materials [11][12]

Group 1 - The event is the 2025 Fifth Start Point Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, focusing on the growth of the battery swap market and technological advancements in the industry [3][4] - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," which includes rankings for top manufacturers and operators in the sector [3][4] - The global two-wheeled vehicle battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades, presenting new opportunities for Chinese companies [3][4] Group 2 - The event will take place on July 10-11, 2025, at the Shenzhen Baon International Hotel, with an expected attendance of over 600 participants [4] - The agenda includes various specialized forums discussing trends in electric two-wheeled vehicles, battery technology, and the challenges and opportunities in the battery swap market [5][6] - Key topics will include advancements in lithium and sodium batteries, safety standards, and the impact of new regulations on the industry [5][6] Group 3 - Notable participating companies include major players in the electric two-wheeled vehicle and battery swap sectors, such as Meituan, Didi, and various battery manufacturers like CATL and BYD [7][8] - The conference aims to facilitate discussions among industry leaders, researchers, and investors to foster collaboration and innovation in battery technology [3][4] - The event will also address the growing demand for lightweight power batteries in emerging applications such as low-altitude flight and smart home technologies [3][4]

锂电行业已进入深度调整期，尾部企业淘汰加快。动力电池板块上，国内 top10 企业格局基本稳固，但二三线企业排名偶尔变动。 1-5 月国内动力电池装机量排名中， 远航锦锂 以 1.07GWh 装机量位居国内 15 名。 回顾来看，今年 2 月， 远航锦锂 首次跻身动力电池 榜单 top15 。 从装机技术路线来看， 远航锦锂 装车配套的 1.07GWh 均为磷酸铁锂电池，且均为商用车配套。值得关注的是，凭借 1.07GWh 配套，在 1-5 月的新能源商用车电池装机量中， 远航锦锂 位居国内第 7 ，成为新能源重卡市场的"一匹黑马"。 资料显示， 江苏远航锦锂新能源科技有限公司成立于 2022 年 6 月 13 日，注册资金 3.27 亿元（实缴同等金额），总部位于江苏盐城，工 厂占地面积 200 多亩，是响应国家"双碳战略"号召打造的锂电池生产企业，是由深圳智造未来、景成新能源投资、国家电力投资集团等新能 源投资平台共同创建 。 从股东构成来看，其 大股东 为 新疆电投锦锂新能源科技有限公司，持股比例 71.9670% ；第二大股东深圳市智造未来创新技术有限公司， 持股 28.0330% 。 远航锦锂 32 ...

Core Viewpoint - The article highlights the rapid development of the manganese iron phosphate lithium industry in Changsha, Hunan, with the Montstar Nano project expected to commence operations by the end of June 2023, significantly increasing production capacity in the sector [1]. Group 1: Project Overview - The Montstar Nano project in Changsha has a total investment of approximately 350 million yuan and a construction area of 33,416.97 square meters, which includes two factories and one office building [1]. - Once fully operational, the project will achieve an annual production capacity of 40,000 tons of manganese iron phosphate lithium, generating an estimated annual output value of 2 billion yuan and tax revenue exceeding 80 million yuan [1]. Group 2: Research Institute and Future Plans - The project is incubated by Hunan Zhidian Valley New Energy Technology Research Institute, which was officially established on May 29, 2023, with a total investment plan of 5 billion yuan for the development of a research platform [1][2]. - The research institute aims to incubate 14 projects over the next five years, with 8 projects expected to be officially launched, and plans to cultivate 5 national high-tech enterprises [2]. Group 3: Industry Dynamics - Despite the promising performance advantages of manganese iron phosphate lithium materials, their application has not met expectations due to increased competition from optimized lithium iron phosphate materials and inherent cost and technical challenges [2]. - Several projects are currently advancing in the industry, including a 20,000-ton production project in Gansu and a 100,000-ton project in Shanxi, indicating a growing interest in manganese iron phosphate lithium [3]. - Major battery companies, including CATL and BYD, are actively investing in manganese iron phosphate lithium batteries, suggesting that the industrialization process for these batteries is likely to accelerate in the coming years [3].

起点研究旗下起点锂电平台联合国内多家知名媒体和研究机构，推出" 2025中国两轮车共享换电领导品牌 "调查评选活动。 评选背景： 调查评选的本身，除了能够为 两轮车行业 的采购商提供采购参考外，企业也能够借助 起点锂电 这个第三方平台的力量扩大细分行 业企业的品牌影响力，获取更多行业资源。 评选对象： 中国两轮车共享换电运营 企业 评选指标： 1、研发及技术实力 2、产品美誉度 3、产品出货量 以上指标各占20%权重。 起点研究承诺对具体数据保密，仅显示排名。 投票截止时间为2025年6月20日，评选结果将在2025年7月10-11日在深圳举办的 " 2025第五届起点两轮车换电大会及轻型动力电池技术高 峰论坛 " 上公布。 为您支持的企业投上宝贵的一票： 2025中国两轮车共享换电领导品牌 候 选企业如下： 起点研究颁发的" 2025中国两轮车共享换电领导品牌 "奖杯； 起点研究企业品牌跟踪报道服务； 2025第五届起点两轮车换电大会及轻型动力电池技术高峰论坛 VIP门票1张 （仅限公司高管参加）。 获奖企业将获得： 其他奖项投票通道： 4、产品市场占有率 5、起点锂电平台网络票选（即本次投票） 2025起 ...

Core Viewpoint - Major automotive companies, including SAIC and BAIC, have committed to standardizing supplier payment terms to within 60 days, explicitly abandoning the use of commercial acceptance bills to avoid extending payment periods and increasing financial pressure on suppliers [1][2]. Group 1: Regulatory Response - This initiative is a direct response to the newly revised "Regulations on Ensuring Payment to Small and Medium Enterprises," which mandates that large enterprises must complete payments to small and medium enterprises within 60 days of delivery and prohibits the use of commercial bills to extend payment terms [2]. - Commercial acceptance bills, which are debt certificates issued and accepted by enterprises, are often used to extend payment cycles in supply chain finance, posing risks to suppliers [2]. Group 2: Financial Implications - The actual cost of commercial acceptance bills exceeds their face value, as suppliers face high discount fees if they need to cash them in early. For instance, a 1 million yuan commercial bill with a 10% discount rate would result in only 900,000 yuan being received by the enterprise [2]. - Despite the risks, commercial acceptance bills are widely used in the automotive industry. For example, BYD reported a balance of 1.258 billion yuan in commercial acceptance bills for 2024 [3]. Group 3: Supplier Risks - Suppliers holding commercial acceptance bills face significant risks if the main manufacturers encounter operational difficulties, as seen with companies like Neta, WM Motor, and HiPhi, which have previously led to suppliers being unable to recover payments, creating substantial survival pressures for them [3].

Core Viewpoint - The collaboration between TaiLan New Energy and NanDu Power aims to create ultra-safe energy storage solutions by combining their respective strengths in battery cells and energy storage systems [1][2][6]. Group 1: Collaboration History - The partnership began in December last year, focusing on solid-state battery technology for energy storage applications, with the goal of commercializing high-safety solid-state batteries [2]. - TaiLan has developed various battery products, including a 783Ah ultra-large capacity solid-state battery specifically for energy storage [3]. Group 2: Product Development - On May 30, TaiLan and NanDu announced the development of a supercharging battery that supports a 6C fast charging mode, capable of charging from 0 to 80% in under 10 minutes [4]. - The supercharging battery incorporates innovative structural and material designs to enhance thermal management and performance across a wide temperature range of -30°C to -55°C [4][8]. Group 3: Strengths in Energy Storage - TaiLan's Safe+ series, originally designed for power batteries, is now being adapted for energy storage, emphasizing safety and flexibility in performance adjustments based on different application scenarios [7]. - NanDu Power is focusing on battery pack and energy storage system advancements, including the introduction of high thermal conductivity materials and advanced cooling designs to ensure temperature stability [8]. Group 4: Market Positioning - The collaboration is seen as a necessary response to increasing competition in the energy storage industry, with both companies leveraging their expertise to create superior products [9]. - NanDu has launched significant products in the energy storage sector, including a 20-foot 8.338MWh storage system and a 6.25MWh liquid-cooled energy storage system, showcasing their commitment to innovation and efficiency [9].

近日，从正力新能官方账号获悉， 其 银河B区基地25GWh汽车动力锂电池项目在6月7日举行封顶仪式， 正力新能董事长曹芳女士，正力新 能总裁陈继程先生出席见证。 该项目是 常熟高新区重点项目， 总投资100亿，占地面积约741亩，规划 产品覆盖BEV/PHEV/EREV多路径动力电池。 项目于2025年3月 份开工建设，6月即完成8万平米的钢结构厂房封顶，向行业展现了" 正力新能新速度 "。 今年4月 14日，正力新能 正式在港交所主板挂牌上市， 全球发售1.215237亿H股， 首发募集资金10.05亿港元， 所得款净额约9.28亿港 元。 募集资金为其产能扩张、建设智能制造设施及柔性产线，核心技术研发等提供了有力的保障。 据悉， 项目一期计划将于2025年四季度投产。 届时，正力新能 将增设多条自动化新型锂电池生产线，采用新一代柔性数智化生产制造系 统，在保持品质和技术领先的同时推动量产能力突破，围绕六边形战士在规模化方向持续拓展。 这是 正力新能新一代软件定义的电芯工厂， 将在柔性制造、快速换型和软件定义等方面形成独特优势。比如， 同一产线满负荷生产相同尺寸 不同电化学体系电芯产品的切换时间短至3天，同 ...