Core Viewpoint - The company EVE Energy plans to invest in a new energy storage battery project in Malaysia, with a total investment not exceeding 8.654 billion RMB [2][3]. Group 1: Project Overview - Project Name: High safety, high reliability, and long-life new energy storage project in Malaysia [3]. - Project Location: The project will be located in Gurun, Kedah, Malaysia [3]. - Total Investment Amount: The total investment is capped at 8.6537796 billion RMB, subject to actual construction costs [3]. - Funding Sources: The funding will come from self-owned funds, stock issuance, and/or self-raised funds, including bank loans and financing from other financial institutions [3]. Group 2: Project Scale and Timeline - Construction Area: The project will cover approximately 484,000 square meters, with the final area to be determined based on actual land use [4]. - Construction Period: The project construction period is expected to be no more than 2.5 years, with the final timeline dependent on actual construction conditions [3].

Core Viewpoint - Tesla is set to launch its first lithium iron phosphate (LFP) battery factory in Delaware, USA, as part of its strategy to reduce costs and support the rapid growth of its energy storage business [2][4]. Group 1: Tesla's Battery Factory - The factory is expected to have an initial capacity of 10 GWh, primarily serving energy storage and certain vehicle models, with equipment supplied by CATL [3]. - Tesla has been a significant customer of CATL, purchasing lithium batteries worth 13 billion yuan in 2021, which accounted for 10% of CATL's total revenue, and 38 billion yuan in 2022, making up 11.59% of total revenue [3]. Group 2: Industry Developments - The U.S. LFP battery industry is experiencing rapid advancements, with LGES in Michigan completing two production lines for LFP batteries and starting mass production [6]. - Ford is also progressing with its LFP battery factory, which is set to begin equipment installation and aims for production next year [6]. - General Motors has requested LGES and SDI to add LFP battery production lines to their joint battery factories in the U.S. [7]. Group 3: Cost and Competitive Advantage - The cost of batteries constitutes about 50% of vehicle production costs, and as subsidies decline, the price advantage of electric vehicles over gasoline vehicles is diminishing [7]. - LFP batteries are significantly cheaper than ternary lithium batteries, and Tesla's move to self-produce these batteries could enhance its price competitiveness and potentially drive innovation and cost competition across the industry [7].

Core Viewpoint - The completion of the Malaysia factory marks a significant step in the global expansion of the company, enhancing its profitability through an independent pricing system for overseas products [2][5][8]. Investment and Production Capacity - The total investment in the Malaysia project is nearly 5 billion RMB, with an annual production capacity of 2 billion square meters for lithium battery separators [5]. - The initial demand for the production capacity indicates a supply shortage, reflecting strong market recognition and anticipation for the company's products [5]. Market Trends and Competitive Advantage - Domestic and international battery companies are accelerating their expansion in Malaysia and Southeast Asia, positioning the company to benefit from increasing order volumes [5]. - The establishment of an independent pricing system allows the company to set competitive prices based on international market dynamics, enhancing its profitability [5][7]. Financial Projections - The overseas capacity expected to be launched by 2025 is projected to generate approximately 500 million RMB in profit, validating the company's strategic foresight in global expansion [7]. - The construction of the Malaysia factory is expected to significantly boost the company's economic benefits and provide solid financial support for long-term development [7]. Strategic Significance - The Malaysia base enables the company to effectively penetrate Southeast Asia and global markets, supporting its international development [7]. - The company demonstrates strategic vision and risk management capabilities in navigating complex international market conditions, including policy changes and supply chain security [7]. Future Outlook - The completion of the Malaysia factory is a key opportunity for the company to enhance its profitability and stand out in the competitive renewable energy sector [8]. - The company will participate in the 2025 China Solid-State Battery Technology Development and Market Outlook Summit, indicating its commitment to industry engagement and innovation [8].

Core Viewpoint - The establishment of Inner Mongolia Electric Power Group Grid Energy Storage Co., Ltd. signifies a strategic move towards enhancing energy storage capabilities in the region, with a registered capital of 1.05 billion yuan [2][4]. Group 1: Company Overview - Inner Mongolia Electric Power Group Grid Energy Storage Co., Ltd. is wholly owned by Inner Mongolia Electric Power (Group) Co., Ltd. [3]. - The company is registered with a capital of 1.05 billion yuan and is involved in various energy-related services, including power generation, transmission, and energy storage technology services [2][4]. Group 2: Industry Developments - Inner Mongolia Electric Power Group has successfully built large-scale grid-side independent energy storage stations, including 100,000 kW and 200,000 kW facilities, marking a significant milestone in the region's energy storage initiatives [5]. - The company plans to invest an additional 6 billion yuan by 2025 to develop approximately 2 million kW of new energy storage projects, aiming to foster an innovative industry alliance and strengthen the local energy storage industry cluster [5].

地点 中国·上海 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~ 2025(第三届)中国固态电池 技术发展与市场展望高峰论坛 邀请函 时间 7月8-9日 参会费用： 免费 企业赞助参会： 赞助方案详询主办方 注： 本次会议不接受空投参会，仅限提前报名者免费参加。未提前报名的人员，如需现场报名，需缴纳会 议报名费，请有意参会者及时完成提前报名流程。 会议报名 ICCSIN O ▼ 19921233064(微信同) -主办- 鑫椤资讯 论坛议题 I C C S I N O 参会费用 I C C S I N O ...

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~ 本周市场连续小幅反弹，是有多方因素共振所形成的。 首先是个别锂电主导企业 7月订单情况较好，近期在市场上确实有补库的操作，成交氛围略好于前期； 周三，生态环境部发布会传出消息，八部门近日联合启动全国非法倾倒处置固体废物专项整治行动，如 果提锂固废治理力度再度加码，可能会抬升矿石提锂的生产成本； 周四，智利SQM宣布裁员5%，成本最低的盐湖也有点扛不住了； 周五，小米YU7的爆单让新能源市场彻底亢奋，股市和期市都受益良多。正是在现实和预期都有所修复 的情况下，本周碳酸锂市场终于喘了口气。 -广告- 本文来源：鑫椤锂电 明明下游需求即将进入淡季，某家锂电巨头嚷着 7月要减产；明明市场供应依然较为宽松，盐湖即将步入 高产期。 在基本面不被看好的情况下， 本周国内碳酸锂价格却连续飘红，硬是把电池级碳酸锂价格抬到了6万3， 这出乎许多市场人士的预料。 对此，ICC鑫椤锂电认为， 碳酸锂市场大的趋势并未扭转，仍处于磨底过程中。 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 END 不过，兴奋归 ...

Core Viewpoint - Xiaomi has officially launched its first SUV model, the Xiaomi YU7, during a major event, marking its entry into the automotive market with a focus on electric vehicles [2]. Group 1: Product Launch - The Xiaomi YU7 is available in three configurations: Standard, Pro, and Max, with prices ranging from 253,500 to 329,900 yuan [2]. - Additionally, the Xiaomi SU7 Ultra and a limited edition Nürburgring version have been released, with the latter priced at 814,900 yuan and limited to 100 units [2]. Group 2: Battery Technology - The Standard and Pro versions of the YU7 are equipped with a 96.3 kWh lithium iron phosphate battery, supplied by Fudi Battery and CATL, featuring CTB integration technology [2]. - The Standard version offers a CLTC range of 835 km, while the Pro version provides a range of 770 km [2]. - The Max version is powered by a 101.7 kWh ternary lithium battery from CATL, utilizing Kirin battery technology, allowing for a maximum charging rate of 5.2C, enabling a 620 km range in just 15 minutes, with a CLTC range of 760 km [2].

Core Viewpoint - The article discusses recent developments in the lithium battery industry, including significant orders, market trends, and price fluctuations in key materials such as lithium carbonate, ternary materials, and iron phosphate. Industry Highlights - Anker Innovations has terminated its partnership with Amperes due to recent power bank recalls and has established a new order with CATL for 45 million battery cells over three years [3] - The Democratic Republic of Congo has extended its temporary ban on cobalt exports for three months to alleviate market pressure from high inventory levels [4] - The upcoming Honor Magic V5 smartphone will feature a 6100 mAh silicon battery with 25% silicon content, promising improved performance and longer battery life compared to its predecessor [5] Lithium Battery Material Market 1. Lithium Carbonate - Domestic lithium carbonate prices have shown slight rebounds, with stable prices around 58,000 RMB/ton. However, the overall trend suggests potential declines due to supply-demand imbalances [8][9] 2. Ternary Materials - Strong demand for nickel materials was noted in June, with some manufacturers experiencing panic buying. Prices for ternary materials remain stable following the extension of cobalt export bans [10][11] 3. Iron Phosphate - The iron phosphate market remains stable, with a slight decrease in expected sales volume for June. The fourth-generation products are actively being promoted [12][14] 4. Anode Materials - Anode material prices have fluctuated due to geopolitical tensions, impacting profit margins for manufacturers. Demand remains weak with no significant increases expected in the short term [15][17] 5. Separators - Separator production is expected to maintain levels from June, with price reductions from lower-tier manufacturers to boost sales. A new separator production facility in Malaysia is set to enhance capacity [18] 6. Electrolytes - Electrolyte shipments did not show significant growth in June, with some manufacturers experiencing slight increases. Prices remain stable, with low operating rates affecting profitability [19][20] Downstream Market 1. Batteries - Domestic battery manufacturers are experiencing varied order volumes, with significant contributions from the new energy commercial vehicle sector. The energy storage market remains optimistic [20][21] 2. Vehicle Sales - Passenger vehicle sales reached 548,000 units, a year-on-year increase of 22.58%. New energy vehicle sales were 283,000 units, up 32.68% year-on-year [23] 3. Energy Storage - The energy storage market continues to thrive, with significant projects underway both domestically and internationally. Recent procurement projects have set new low prices for lithium iron phosphate battery systems [24]

针对近期的充电宝召回风波，安克创新表示， 安克创新已经与事件涉及的供应商安普瑞斯终止合作。 安克创新表示公司也并非只此一家供应商，6月25日， 公司与宁德新能源（ATL）建立首批合作订单，涉 及在三年内采购4500万个电芯。 安克创新表示，这也可以理解为对安普瑞斯电芯的替代采购。目前，安克创新召回充电宝指定物流公司为 圆通，不到一周时间安克创新相关充电宝的召回进度超过10%。 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~ -广告- 本文来源：整理自蓝鲸新闻、企业官网 此前据财联社报道，安克创新公司人士对记者表示，市场传闻的相关供应商私自更换电芯材料的信息属 实。 END 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 END ...

Group 1 - The lithium battery industry is facing a new round of challenges, and the integration of production and finance is essential for the industry chain to navigate through cycles [3] - The introduction of new products such as lithium hydroxide is anticipated, and the futures market will deeply integrate into the lithium battery industry chain [3] - The event aims to facilitate discussions on industry development among key players, with a focus on providing top-notch derivative trading and risk management services for lithium battery industry clients [3] Group 2 - The event will take place on July 8 in Shanghai, China, organized by Xinhua Lithium Battery and Guotou Futures [2][3] - Participation in the event is free for those who register in advance, with sponsorship opportunities available for companies [4] - On-site registration will incur a fee for those who have not registered beforehand, emphasizing the importance of early registration [4]