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：鑫椤锂电 在电动车技术的激烈竞争中，固态电池被视为下一代动力电池的核心突破方向。 而在这场技术竞赛中，日 产汽车早已悄然布局，并成为最早宣布研发成功、率先推进量产计划的车企之一。从2021年建立生产设 施，到2028年计划推出搭载固态电池的纯电动车，日产用七年时间描绘出一条清晰的技术路线图。 如今，这家曾因Leaf电动车引领全球的车企，正试图通过固态电池技术重塑行业规则。 日产固态电池研发时间线 I C C S I N O 2021年，建立固态电池生产设施配套，为后续研发和量产奠定基础，宣布与NASA合作，利用超级计 算机进行材料建模，加速固态电解质研发。 2022年，位于日本神奈川县的日产研究中心正式启动原型电池的开发工程。 2023年2月，宣布成功开发出全固态电池（ASSB），成为最早宣布该技术突破的车企之一。 尽管日产的技术路线图令人振奋，但固态电池的量产仍面临多重挑战： 生产难度： 固态电解质制备工艺复杂，对湿度（需低于0.1%）和材料纯度要求极高（。 日产在燃油车市场面临份额萎缩（仅轩逸、 ...

Core Viewpoint - CATL, a global leader in power batteries, is entering the autonomous driving sector by jointly investing with local mobility giant Hello and Ant Group to establish Shanghai Zaofu Intelligent Technology Co., Ltd, with a registered capital of 1.288 billion yuan and initial investment exceeding 3 billion yuan, aiming for L4 level autonomous taxi development and commercialization [2][4]. Group 1 - The establishment of Shanghai Zaofu Intelligent Technology Co., Ltd marks a significant strategic shift for CATL from being a battery supplier to becoming a builder of smart mobility ecosystems [2]. - The partnership is based on a strategic cooperation agreement signed in April 2025, focusing on enhancing the safety and reliability of L4 autonomous driving technology and promoting its commercial application [3][4]. - The company is inspired by the historical figure "Zaofu," symbolizing the vision of leading a new era in intelligent transportation [4]. Group 2 - According to Goldman Sachs, the market size for autonomous taxi services in China is projected to grow from $5.4 million in 2025 to $12 billion by 2030, with an average annual growth rate exceeding 96% [4]. - CATL will provide a smart chassis platform and high-safety battery systems to overcome limitations in range and hardware safety for autonomous vehicles [4]. - Ant Group will contribute AI models, blockchain technology, and credit systems to enhance decision-making capabilities and payment service experiences for autonomous driving [4]. - Hello will leverage its daily active user base of 28 million and operational network covering 360 cities to provide real-world scenarios for technology validation [4]. Group 3 - Internationally, Tesla has launched a pilot operation for autonomous taxis in Austin, Texas, while domestic players like Baidu Apollo and Pony.ai dominate the market with over 2,000 operational vehicles [5]. - Additionally, Cao Cao Mobility has introduced an autonomous driving service platform in cities like Suzhou and Hangzhou, utilizing Geely's "Qianli Haohan" autonomous driving solution [5].

Core Viewpoint - The company plans to invest up to 50 million euros (approximately 410 million RMB) in Hungary to enhance its production capacity for precision components in power batteries, which aligns with its strategic goals for international market expansion [2][3]. Investment Details - The investment will be funded entirely by the company's own resources and will be executed by its wholly-owned subsidiary, Kedali Hungary Kft. The construction period for the project is approximately 24 months [2]. - Once fully operational, the project is expected to generate an annual output value of around 100 million euros [2]. Strategic Implications - This investment aims to meet the increasing capacity demands from customers and is expected to solidify the company's foundation for expanding its overseas business [3]. - The initiative is anticipated to enhance the company's collaboration and technological exchange with international markets, aligning with its development strategy and actual needs [3].

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- 此外，三美股份的相关募投项目的建设进度也影响了该项目的实施节奏。三美股份表示，将积极协调资 源，审慎评估项目可行性，控制资金投入，确保项目的综合效益。 END 2025（第三届）中国固态电池 本文来源：企业公告 6月23日， 三美股份 发布关于全资子公司对外投资项目的进展公告。 公告指出， 三美股份全资子公司福建省清流县东莹化工有限公司拟投资约10.72亿元人民币建设"6.2万 吨/年电解质及其配套工程项目"，但截至目前项目尚未实质投入建设，完成期限将延期至2027年6月。 公告称，项目延期的原因主要是电解质行业市场环境发生了较大变化，尤其是下游 锂电池 和 新能源 汽车 的成本控制诉求提升，导致电解液市场的供需结构转变，六氟磷酸锂行业面临需求增速放缓、产能过剩及 价格低迷的局面。 技 术 发 展 与 市 场 展 望 高 峰 论 坛 END ...

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 地点 中国·上海 -主办- 鑫椤资讯 论坛日程 参会费用： 免费 企业赞助参会： 赞助方案详询主办方 论坛议题 I C C S I N O 7月8日 碳酸锂期货产业交流会 | 发言嘉宾 | 题目 | | --- | --- | | 国投期货有限公司 高级分析师 吴江 | 危与机一 碳酸锂上下游企业的期货期权的趋势应对 | | 山东瑞福锂业有限公司 张在武 技术研发部副部长 | 锂企业如何应对行业周期变化 | | 江西云威新材料股份有限公司 研发工程师 刘松霖 | 固态电池关键锂盐制备技术及产业化 | | 华西证券股份有限公司 首席分析师 晏溶 | 连续破防后锂矿如何利用期货期权工具应对挑战 | | 华期资本管理(广州)有限公司 总经理 邓胜副 | 当下市场环境里碳酸锂期现经营思路交流 | | 墓椤资讯 资深研究员 徐宇琳 | 2025年碳酸锂期现业务实务及供需展望 | 7月9日 2025（第三届）中国固态电池技术发展与市场展望高峰论 ...

建设项目名称： 45万吨/年磷酸铁锂前驱体项目 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：开阳县人民政府网 近日贵州安达新能源材料有限公司45万吨/年磷酸铁锂前驱体项目环境影响评价公示 贵州安达科技能源股份有限公司（以下简称：安达科技）创建于 1996年，注册资本6亿元，主要从事磷酸 铁、磷酸铁锂的研发、生产、销售，锂离子电池的回收拆解、材料再生循环利用 。 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 选址地点： 贵州省贵阳市开阳县硒城街道白安营村 总投资： 400000万元 项目性质： 新建 建设内容： 总投资40亿元，分区建设：A区产能为30万吨磷酸铁锂前驱体，12条生产线，投资14[1] 亿 元（本次环评）；B区产能为15万吨磷酸铁锂前驱体，5条生产线，投资10亿元（另做环评）[2] 。 ...

Core Viewpoint - The collaboration between Tesla and China Kangfu to establish a zero-carbon energy international cooperation demonstration center in Shanghai represents a significant strategic move for Tesla's energy business in China, aiming to enhance the local energy storage industry and promote global energy solutions [2][3]. Group 1: Project Overview - The project involves a total investment of approximately 4 billion yuan, which includes the construction of a gigawatt-level independent energy storage station and a supporting industrial park [2][3]. - Tesla's global energy storage system installation capacity has shown remarkable growth, with an expected installation of 31.4 GWh in 2024 and a record 10.4 GWh added in Q1 2025, reflecting a year-on-year increase of 156.6% [2]. Group 2: Strategic Importance - This project marks the first demonstration application of Tesla's energy storage products in China's grid-side storage, with expectations to connect to the grid by the end of this year [3]. - The initiative aims to create a comprehensive industrial park that integrates research and development, high-end manufacturing, and system integration, enhancing the competitiveness of the energy storage industry in the region [3].

Core Viewpoint - Changan Automobile's controlling shareholder has changed its name as part of a restructuring of the automotive business under the China Ordnance Equipment Group, but this does not affect the actual control or governance of the company [2]. Group 1 - The name of Changan Automobile's controlling shareholder has been changed from "China Changan Automobile Group Co., Ltd." to "Chenzhi Automotive Technology Group Co., Ltd." [2] - This name change is part of the restructuring of the automotive business of the China Ordnance Equipment Group, which has been approved by the State Council [2]. - The indirect controlling shareholder of Changan Automobile will change to a newly established central enterprise responsible for the automotive business, but the actual controller remains unchanged [2]. Group 2 - The name change does not involve any changes in the number of shares held or the shareholding ratio [2]. - The restructuring will not impact the company's governance or operational activities [2]. - There will be no changes to the controlling shareholder or actual controller of Changan Automobile as a result of this name change [2].

-广告- 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：鑫椤锂电 电池： 根据ICC鑫椤资讯数据统计：2025年5月年全球锂电池产量为 173GWH ，同比增长44.4%。1- 5月累计产量812.74GWH,同比增长62.44%。 储能： 根据ICC鑫椤资讯数据统计：2025年5月全球储能电池产量 45.3Gwh ，同比增长62.6%。1-5 月累计产量190.57GWH,同比增长114%。 磷酸铁锂： 根据ICC鑫椤资讯数据统计：2025年5月全球磷酸铁锂产量为 29.54万吨 ，同比增长 41.9%。1-5月累计产量130.76万吨，同比增长62.56%。 三元材料： 根据ICC鑫椤资讯数据统计：2025年5月全球三元材料产量为 7.62万吨 ，同比增 长-5.3%。1-5月累计产量36.61万吨，同比下降9.5%。 三元前驱体： 根 据ICC鑫椤资讯数据统计：2025年5月全球三元前驱体产量为 7.76万吨 ，同比下滑 4.8%。1-5月累计产量37.21万吨，同比下降8.93%。 锰酸锂： 根 据ICC鑫椤资讯数据统计：2025年5月中国锰酸锂 ...

Core Viewpoint - Deli Group is expanding its business into the new energy sector by launching its first home-use electric vehicle charging station, indicating a strategic shift from traditional stationery products to green energy solutions [2][6]. Product Offerings - The company has introduced a 7kW electric vehicle charging station with various options: - 7kW 4G version (bare machine): priced at 1,092.64 CNY, with a launch price of 979 CNY - 7kW 4G version with "0 meter installation": priced at 1,288.91 CNY, with a launch price of 1,069 CNY - 7kW 4G version with "30 meter installation": priced at 1,792.64 CNY, with a launch price of 1,669 CNY - 7kW screen version (bare machine): priced at 1,292.64 CNY, with a launch price of 1,169 CNY - 7kW screen version with "0 meter installation": priced at 1,488.91 CNY, with a launch price of 1,269 CNY - 7kW screen version with "30 meter installation": priced at 1,992.64 CNY, with a launch price of 1,869 CNY [3]. Strategic Direction - Deli Group, established in 1981 and based in Ningbo, Zhejiang Province, is actively diversifying into the new energy sector, focusing on charging station product development and green energy applications as part of its ESG (Environmental, Social, and Governance) strategy [6][7].