资料显示， 零跑汽车成立于2015年 ，主营智能电动乘用车及车联网解决方案。今年上半年，零跑汽车交付新 车221,664辆，同比增 长 155.7%，销量位居中国新势力第一。 同时，公司实现营收242.5亿元，同比增长174%，毛利率提升至14.1%，并首次实现半年度净利润为正。 另一方面， 中创新航同样成立于2015年 ，主营动力电池和储能系统，目前在全球市场保持前列。数据显示，2025年1-7月中创新航国内装 车量达24.15GWh，排名第三；在全球市场上半年装车量21.8GWh，位列第四，市场份额约4.3%。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：综合企查查、网络 近日，市场监管总局公布了2025年8月11日至17日无条件批准的经营者集中案件，其中包括 中创新航与零跑汽车新设合资公司 。 新公司将专注于 电动汽车锂离子动力电池的生产与销售 ，股权结构为中创新航持股51%，零跑持股49%，由双方共同控制。 会议 ...

Group 1 - The core viewpoint of the article highlights the successful listing of Shuangdeng Group Co., Ltd. on the Hong Kong Stock Exchange, marking it as a significant event in the manufacturing sector [1] - Shuangdeng Group is recognized as a global leader in energy storage business within the big data and communication fields, focusing on the design, research, manufacturing, and sales of energy storage batteries and systems [1] - The company aims to invest in the construction of lithium-ion battery production bases in Southeast Asia, upgrade its research and development centers, and expand into overseas markets [1] Group 2 - The stock code for Shuangdeng Group is 06960.HK, and it has achieved a record low subscription rate of 0.02%, the lowest in Hong Kong stock history [1] - In 2024, Shuangdeng Group is projected to rank first among Chinese suppliers in the shipment volume of energy storage batteries for data center applications, capturing a market share of 16.1% [1]

Core Viewpoint - The article emphasizes the significant growth and potential of silicon-based anode materials in the battery industry, particularly in the context of the increasing demand for high-energy-density batteries driven by emerging industries such as electric vehicles and AI technologies [3][4]. Group 1: Market Trends and Growth Projections - The global production of pure silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a 76% year-on-year increase [3]. - It is projected that by 2028, the production of silicon-based anodes will reach 25,300 tons, with a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [4]. Group 2: Challenges and Innovations - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient industry chain collaboration [4]. - The article highlights the need for technological innovation and ecosystem restructuring to overcome these challenges and accelerate the commercialization of silicon-based anodes and solid-state batteries [4]. Group 3: Upcoming Forum and Collaboration - A summit titled "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information, to discuss technological trends, key scientific issues, and industrial challenges in the field [3][4]. - The forum aims to gather experts, scholars, and industry representatives to foster collaboration and expedite breakthroughs in silicon-based anode and solid-state battery technologies [4].

Core Viewpoint - BYD is expanding its presence in Malaysia by launching the new BYD Seal and establishing a local assembly plant (CKD) expected to commence production in 2026 [1][2]. Group 1 - BYD held the launch event for the new BYD Seal in Malaysia on August 22, 2023, and announced plans for a local assembly factory [1]. - The opening of the 36th BYD Wing Hin store brings the total number of BYD and Tengshi brand stores in Malaysia to 43 [2]. - BYD has been the sales champion in Malaysia's pure electric vehicle market for three consecutive years, with the BYD Seal projected to be the best-selling electric sedan in 2024 [2]. Group 2 - In July 2023, BYD's total vehicle sales reached 344,296 units, with 341,030 units being passenger vehicles, including 177,887 pure electric passenger vehicles and 163,143 plug-in hybrid passenger vehicles [2]. - BYD exported a total of 80,737 new energy vehicles by July 2025 [3].

Core Viewpoint - The article discusses Porsche's decision to suspend its high-performance electric vehicle battery development plan due to economic infeasibility and challenges in scaling production [2][3]. Group 1: Porsche's Battery Development Plan - Porsche has announced the cancellation of its plan to build high-performance battery production, citing lower-than-expected growth in the electric vehicle market and changes in the US-China market environment [3]. - The CEO, Oliver Blume, highlighted the lack of economies of scale and production limitations, stating that battery manufacturing requires significant investment and high levels of scalability, which are currently unachievable for Porsche [3]. - The Cellforce division, which had completed some cell development and initiated trial production, will now reduce operations and redirect its research outcomes to support the Volkswagen Group and V4Smart, a company acquired by Porsche [4]. Group 2: Impact on Workforce and Future Plans - As a result of the suspension, Cellforce may lay off approximately 200 employees from its current workforce of around 300, with remaining staff potentially transferred to Volkswagen's battery subsidiary, PowerCo [4]. - Porsche had previously announced plans to develop a new solid-state battery, aiming to increase the electric vehicle range to 1,300 kilometers, with further optimizations expected to enhance range by 30%-50% and charging power to 500 kW [5]. - After two years of effort, Porsche has recognized the difficulties in battery development and has opted to leave such specialized tasks to established battery giants like CATL [5].

Core Viewpoint - The ownership change of Huai'an Junsheng New Energy Technology Co., Ltd. from a state-owned enterprise to a private company indicates a significant shift in the lithium battery industry, highlighting the acceleration of industry consolidation [1][5]. Group 1: Company Background - Huai'an Junsheng New Energy Technology Co., Ltd. was established on June 13, 2017, initially as a wholly-owned subsidiary of Baojun Automobile [3]. - In September 2018, China National Chemical Corporation (Sinochem) signed an investment cooperation agreement with Junsheng New Energy and Baojun Automobile, focusing on the development and promotion of high-performance ternary lithium batteries [3]. - Sinochem invested in Junsheng's power battery project in Huai'an, with a total planned investment of 10 billion yuan, including the construction of a 500,000 square meter factory and the establishment of 10 new research and production lines for battery cells and packs [3]. Group 2: Recent Developments - On April 8, 2025, the Huai'an court accepted the bankruptcy liquidation case of Junsheng New Energy, publicly recruiting restructuring investors [5]. - The complete transfer of Junsheng's 100% equity to Xindong Lithium Battery signifies a complete change in ownership for this state-owned enterprise, further confirming the deep integration trend in the lithium battery industry [5]. - Xindong Lithium Battery, based in Xingtai, Hebei, is a technology-driven lithium battery company specializing in the research, production, and sales of lithium iron phosphate batteries and energy storage systems [5].

Core Viewpoint - Ningxia Baichuan New Materials has successfully developed high-end pitch coke that can replace imported materials in the production of isotropic graphite, aiding domestic carbon enterprises in advancing high-end isotropic graphite applications [3][4]. Group 1: Industry Context - Isotropic graphite, known for its excellent physical and chemical properties, is widely used in aerospace, nuclear industry, military, petrochemical, and power electronics sectors [3]. - The core raw material for high-end isotropic graphite, high-end pitch coke, is primarily imported, while domestically produced medium-temperature pitch coke can only be used for low to mid-end isotropic graphite production [3]. Group 2: Company Developments - Ningxia Baichuan New Materials has leveraged its existing coal-based needle coke production facilities to enhance R&D efforts for new products and processes, achieving significant breakthroughs in the production technology of pitch coke for isotropic graphite [3]. - The company has developed multiple high-end pitch coke products with low CTE, high strength, and good thermal and electrical conductivity, suitable for high-end isotropic graphite production required in precision molds, semiconductors, photovoltaic thermal field materials, nuclear graphite, and aerospace military materials [3]. - The new products have been evaluated and cooperated with several leading domestic isotropic graphite enterprises, significantly reducing their production costs and achieving true import substitution, thereby helping downstream enterprises break the foreign market monopoly [3]. Group 3: Future Outlook - Ningxia Baichuan New Materials will continue to adhere to an open, inclusive, and self-innovative sustainable development philosophy, striving to overcome cutting-edge industry technologies and develop advanced high-end products to lead industry transformation [4].

Core Viewpoint - The establishment of China National Petroleum Corporation Jichai Times (Shandong) New Energy Technology Co., Ltd. marks a significant move by state-owned enterprises into the energy storage market, aiming to enhance their market share and competitiveness in the renewable energy sector [1][3]. Group 1: Company Information - The newly established company has a registered capital of 77 million RMB and its business scope includes energy storage technology services, battery manufacturing and sales, solar power technology services, and more [1][2]. - The company is classified under the electrical machinery and equipment manufacturing industry and is expected to operate from August 19, 2025, to August 18, 2035 [2]. Group 2: Market Position and Strategy - In 2024, the market share of Ningde Times in the lithium-ion energy storage battery market in China is projected to be between 20-25%, while Jichai Power and Ningde Times are expected to hold a combined market share of 0-5% in the lithium-ion battery energy storage system market [2]. - The collaboration between state-owned enterprises is anticipated to increase their combined market share in the energy storage sector from less than 10% to over 30% following the joint venture [3].

此次协议的签署，标志着双方合作领域的进一步深化，将全面推进动力领域的战略协同与技术创新，携手 迈向零碳交通未来。同时，本次合作也是中国新能源汽车产业链协同创新、加速商乘并举电动化转型的生 动实践。展望未来，楚能将继续推进核心科技突破与产业深度融合，为国家"双碳"战略目标的实现贡献产 业力量，为中国智造在全球新能源汽车赛道上的持续领跑注入强劲动能。 近日， 楚能新能源与东风柳州汽车有限公司签署动力电池开发合作协议。 根据协议， 楚能将在未来五年内向东风柳汽提供超过30GWh的多款乘用车、商用重卡电池产品。 同时， 双方还将建立联合研发机制，整合优势资源，聚焦高能量密度、轻量化、梯次利用、商用CTP等前瞻性动 力技术开发，共同探索更安全、更高效、更绿色的出行解决方案。 作为国内新能源电池领域的领先企业，楚能与东风汽车的合作渊源深厚。自2023年起，楚能便通过技术创 新突破，为东风集团多款车型提供高安全、长寿命的动力电池解决方案。2024年，楚能凭借稳定的交付能 力和过硬的产品品质，荣获东风 "突出贡献奖""优秀生态服务合作伙伴奖"，持续赢得客户认可。 进固态电池群 ，加小编微信：13248122922 注：添加好 ...

Core Viewpoint - The article highlights significant growth in the global lithium battery and related materials production, indicating a robust expansion in the energy storage and electric vehicle sectors. Group 1: Lithium Battery Production - In July 2025, global lithium battery production reached 186.6 GWh, a year-on-year increase of 48.9%. Cumulative production from January to July was 1175.12 GWh, reflecting a growth of 48.62% [2]. - Global energy storage battery production in July 2025 was 52.3 GWh, marking a year-on-year increase of 65.3%. The cumulative production for the first seven months was 291.28 GWh, up by 85.39% [2]. Group 2: Material Production - The production of lithium iron phosphate (LFP) in July 2025 was 30.62 million tons, showing a year-on-year growth of 61.2%. Cumulative production from January to July was 191.48 million tons, with a growth rate of 62.06% [2]. - In July 2025, the production of ternary materials was 8.62 million tons, reflecting a year-on-year increase of 10.3%. However, cumulative production from January to July saw a decline of 2.7%, totaling 54.15 million tons [2]. - The production of ternary precursors in July 2025 was 8.56 million tons, with a year-on-year increase of 8.9%. Cumulative production for the first seven months was 54.88 million tons, down by 2.4% [2]. Group 3: Other Materials - In July 2025, China's lithium manganese oxide production was 1.26 million tons, a year-on-year increase of 39.3%. Cumulative production from January to July was 7.78 million tons, up by 3.9% [3]. - The production of lithium cobalt oxide in July 2025 reached 0.99 million tons, marking a year-on-year growth of 13.7%. Cumulative production for the first seven months was 6.07 million tons, reflecting a growth of 19.49% [4]. - Global anode material production in July 2025 was 24.4 million tons, with a year-on-year increase of 38.7%. Cumulative production from January to July was 154.44 million tons, up by 34.21% [4]. - The global electrolyte production in July 2025 was 19.05 million tons, showing a year-on-year increase of 38.2%. Cumulative production for the first seven months was 118.66 million tons, reflecting a growth of 43.74% [4]. - In July 2025, global separator production reached 2.672 billion square meters, a year-on-year increase of 36.6%. Cumulative production from January to July was 16.96 billion square meters, up by 36.64% [4].