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：有材有料新能源网 6月18日，因未在法定期限内披露过半数董事保证真实、准确、完整的2024年年报， *ST恒立收到终止上 市决定 ，公司股票将自6月25日起进入为期15个交易日的退市整理期，期满后退市摘牌。 *ST恒立于1996年登陆深交所主板。 上市以来，公司经营过冷气设备，生产过新能源电池 。 2018年以 来，公司设备生产主业大幅萎缩，主要业务转向委托加工及贸易，盈利能力持续承压，深陷亏损泥潭，甚 至连收入都逼近退市红线。 在收到深交所退市决定的同日，*ST恒立也收到湖南证监局下发的《行政处罚事先告知书》（以下简称"处 罚告知书"），曝光了公司未按期披露2024年年报的真实原因： 不接受年审机构出具的将导致公司退市的 审计报告。 此外，*ST恒立因涉嫌年报等信息披露文件财务数据虚假披露，已被中国证监会立案调查，目前调查仍在 进行中。如被查实存在财务数据虚假披露，公司及有关责任人也将依法承担相应的法律责任，投资者权益 保护也不会因退市而改变。 2005年、2016年，公司两次被实施*ST；200 ...

Core Viewpoint - The strategic partnership between Guoxuan High-Tech and EHang focuses on upgrading the power systems of EHang's EH216 series eVTOL aircraft, aiming to enhance performance and support the development of the low-altitude economy [2][3]. Group 1: Partnership Details - Guoxuan High-Tech will provide customized power battery system solutions for EHang's EH216 series, utilizing the latest 46 series high energy density and high power cylindrical cells [2]. - The collaboration aims to improve the EH216 series' operational efficiency across various scenarios, facilitating the commercialization of the low-altitude economy [2][3]. Group 2: Future Plans - Both companies plan to expand their cooperation to include more innovative eVTOL models, focusing on breakthroughs in battery technology to develop safer, more efficient, and cost-effective eVTOL products [2][3]. - The partnership is seen as a significant step towards the commercialization of urban air mobility (UAM) and low-altitude logistics networks [2][3]. Group 3: Statements from Executives - EHang's Senior Vice President expressed excitement about collaborating with Guoxuan High-Tech, highlighting the potential of the advanced 46 series cylindrical cell technology to unlock higher performance boundaries for the EH216 series [3]. - Guoxuan High-Tech's COO emphasized the strategic importance of the low-altitude economy and the integration of high-performance battery systems with EHang's advanced aircraft [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- 在 3 月份市场出现钴涨价预期后，下游开始疯狂备货，受成本影响最大的就是钴酸锂品种， 3-4 月份下 游备货量猛增，头部企业的锁价订单签到了 6 月，而钴酸锂的价格也较去年年底最低位反弹了近 75.2% 。但由于下游预期提前消化， 从 5 月份开始，市场的出货又回归了正常，甚至低迷，原料企业率先松动 了价格，加上下游需求受阻，钴酸锂、三元材料的价格开始出现回落。 从市场情绪面来看，今天 A 股市场一开盘，钴概念股集体走强，其中， 腾远钴业一度 20CM 涨停，寒锐 钴业涨超 13% ，华友钴业涨 7% 。 期货市场也上涨明显。 | 10:33 | | | 6 47 | | | --- | --- | --- | --- | --- | | App Store | | | | | | ਣ ਛੋ | 集阳中联金 | | 中马中联金 | G | | 商品/交付月份 最新价 | | 价格变化 采购价 | | 销售价 | | 站 | 243.50 | +22 | 242 | 243.50 | | 25年06月 | | ...

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 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~ 宁德时代新能源科技股份有限公司赵鹏程 就 动态均匀堆压的液压电池-- 基于液压技术解决软包全固态电 池堆叠 应力问题的Pack成组最优解探讨 议题，在 鑫椤资讯·7月8-9日·上海·浦东假日酒店举办"2025 （第三届）中国固态电池技术发展与市场应用高峰论坛 做主题演讲。 论坛议题 I C C S I N O 参会费用 I C C S I N O 参会费用： 免费 发言嘉宾 I C C S I N O 企业赞助参会： 赞助方案详询主办方 会议报名 I C C S I N O ▼ 19921233064(微信同） ...

该项目将聚焦电力储能电池箱、电池簇、商用车换电PACK插箱、大型电力集装箱储能预制舱以及工商业 储能系统、二轮换电电池PACK等高端产品的研发与制造，打造15条方型锂电池PACK自动生产线、6条储 能集装箱自动装配线以及2条 工商业储能生产线， 规划产能96GWh/年， 项目投产后预计可实现年产值 约100亿元 ，未来将打造成为北方地区超级工厂，实现飞毛腿集团"南北双城双基地"战略大布局。 END 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 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：飞毛腿官微 6月19日，占地500亩、 总投资50亿元 的飞毛腿绿色储能智能制造项目开工仪式在天津宝坻九园工业园 区举办，作为宝坻区首个储能智造项目，该项目的落地将为宝坻高质量发展增添新引擎，注入新动能。 飞毛腿绿色储能智能制造项目是宝坻区与飞毛腿能源科技有限公司的一项重大合作成果。 END ...

Market Overview - The energy storage industry has experienced a price decline over the past two years, but the market is showing signs of recovery as prices stabilize at a low point, leading to increased interest in the SNEC exhibition [3][5] - Emerging markets in Asia, Africa, and Latin America are becoming more prominent, with new opportunities arising as energy storage technology matures and prices fall to acceptable levels [5][7] Product Developments - The focus has shifted from 314Ah cells replacing 280Ah cells to discussions around the mainstream adoption of 587Ah and 600Ah+ cells, with more exhibitors promoting 587Ah cells at the exhibition [8] - Large storage products showcased this year include 5MWh, 6.25MWh, and 6.9MWh systems, with innovations like the PowerTitan 3.0 leading the market [10] - In the commercial sector, the industry is moving from 280Ah cells to 314Ah cells, with new product configurations such as 125kW/261kWh and 418kW/836kWh systems being introduced [12] Residential Storage Trends - The most popular product this year is the balcony energy storage system, primarily featuring stacked products around 2kWh, with a competitive landscape among soft pack, square shell, and cylindrical cells [13] - The market share of 280Ah cells is rapidly increasing in the cost-sensitive Asia, Africa, and Latin America markets, driven by their high cost-performance ratio [13]

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 新老相争，渔人得利？电池箔市场再起风云。 此前，一则传闻广为流传， 某福建头部电池厂电池箔加工费要大幅下降，单吨降价 800-1000 元。 据 ICC鑫椤锂电 了解， 前面提到的新兴供应商虽然订单量相对稳定，但是价格下降对其还是产生了一定 的冲击。 此外，其他供应商也受到影响。某北方供应商因为降价态度不积极，五月订单已受到影响。预计 后期将寻求向其他电池厂开拓，以减轻这一块的压力。 据 ICC鑫椤锂电 统计， 产能方面，市场依旧呈现一超多强格局； 截止 25Q1 ，鼎胜新材产能占比接近 三成，居于首位，后续多家供应商占比接近。 数据来源：ICC鑫椤锂电 产能利用率上， Q1 全市场产能利用率为 63% ， Q2 预计环比上升 9 个百分点，达到 72% 。 ICC鑫椤锂电近日独家获悉， 此消息属实，并已经在主要供应商中实行。 13U 和 15U 的电池箔产品加工 费都要下降，不过实际降价幅度相较此前传闻有所下调，为 600-800 元。 据 ICC鑫椤锂电 了解， 这次降价的原因主要是供 ...

Core Viewpoint - The article highlights significant developments in the lithium battery industry, including major supply agreements, production expansions, and market price trends for key materials [3][4][5][6]. Group 1: Major Supply Agreements - LG Energy Solution has signed a six-year supply agreement with Chery Automobile for 8 GWh of 46-series cylindrical batteries, marking the first such contract between a Korean battery manufacturer and a Chinese automaker [3]. - Farasis Energy has begun supplying its 4680 cylindrical batteries to BMW for its global electric vehicle platform, with plans for increased production capacity at its facilities [4]. Group 2: Production and Investment Developments - Ruipai New Energy is nearing the completion of a project to produce 50,000 tons of lithium iron phosphate cathode materials, with the first production line expected to start by the end of June [5]. - Foshan Fospower Technology Group is acquiring Hebei Jinli New Energy Technology, with a total transaction value of 5.08 billion yuan [6]. Group 3: Lithium Material Market Conditions - The domestic lithium carbonate market price is hovering around 60,000 yuan per ton, with expectations of slight downward adjustments due to increased production and inventory digestion by downstream manufacturers [8][9]. - The price of ternary materials remains stable but may face reductions in July if new orders do not materialize [9][10]. - Phosphate lithium prices are stable, with significant production increases expected from companies like Fulin Precision Engineering [10][11]. Group 4: Battery and Electric Vehicle Market Trends - In June, domestic battery manufacturers are maintaining good production levels, with expectations for a slight decline in overall operating rates if no new projects arise [16]. - The sales of passenger vehicles reached 450,000 units, with new energy vehicle sales at 245,000 units, reflecting a year-on-year increase of 37.88% [18]. - Recent policy discussions in Hunan regarding energy storage pricing indicate a potential decline in competitive pricing for new projects [19].

Core Viewpoint - The article discusses the investment budgets and cumulative input ratios of various companies in the lithium battery and related materials industry, highlighting significant projects and their financial allocations across different regions in China and abroad [3][5][6]. Company Summaries Ningde Times - Investment budget in East China: 122.81 billion RMB with a cumulative input ratio of 57.42% - Investment budget in overseas regions: 61.74 billion RMB with a cumulative input ratio of 21.23% - Total investment budget: 333.94 billion RMB [3]. Yiwei Lithium Energy - Total investment budget: 69.48 billion RMB with a cumulative input ratio of 99.15% in East China [5]. - Significant projects include high-end positive electrode materials and various production bases [5]. Guoxuan High-Tech - Investment projects include a 10,000-ton lithium battery negative material construction project in Inner Mongolia [6]. - Specific financial details were not disclosed [6]. Xinwanda - Total investment budget: 54.74 billion RMB with various production bases across multiple regions [6]. - Notable projects include a 20GWh new lithium battery R&D and production base [6]. Ganfeng Lithium - Total investment budget: 49.41 billion RMB with significant projects in lithium battery production and lithium salt lake projects [7]. - Cumulative input ratios for various projects indicate strong progress [7]. Star Source Materials - Total investment budget: 28.15 billion RMB with a focus on high-performance lithium-ion battery separators [8]. - Projects include a 10 billion square meters lithium-ion battery coating separator project [8]. Huayou Cobalt - Investment in nickel hydroxide and battery-grade lithium salt projects with significant cumulative input ratios [9]. - Total investment budget includes various projects aimed at enhancing production capacity [9]. Other Companies - Multiple companies such as Enjie, Peking University, and others are also highlighted with their respective investment budgets and project details, indicating a robust growth trajectory in the lithium battery sector [10][11][12][13][14][15][16][17][18][19][20][21][22][23].

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 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海浦东假日酒店 论坛背景 I C C S I N O 在全球能源转型与低碳发展的时代浪潮下，新能源汽车、储能系统、便携式电子设备等领域的蓬勃发展，对电池技术提出了更高性 能、更高安全性的迫切需求。传统液态锂离子电池虽已实现大规模商业化应用，但在能量密度提升、安全性能优化等方面逐渐面临技 术瓶颈，难以完全满足未来市场的多元化需求。 固态电池作为下一代电池技术的核心发展方向，凭借其采用固态电解质替代传统液态电解液的独特优势，在能量密度、安全性、循环 寿命等关键性能指标上展现出显著提升潜力。固态电池的研发与应用，不仅有望突破现有电池技术的物理极限，推动新能源汽车续航 里程的大幅提升和储能系统成本的进一步降低，还将为航空航天、智能电网、可穿戴设备等新兴领域的发展提供关键技术支撑，成为 全球能源科技竞争的战略高地。 近年来，全球主要经济体纷纷将固态电池技术研 ...