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：企查查、储能前沿 天眼查工商信息显示，近日， 时代骐骥新能源科技（三亚）有限公司成立 ，法定代表人为陈端雄，注册 资本500万人民币，经营范围含新兴能源技术研发、新能源汽车换电设施销售、在线能源计量技术研发、 合同能源管理、电池销售、信息系统运行维护服务、集中式快速充电站、新能源汽车整车销售等。 股东信息显示， 该公司由宁德时代旗下时代骐骥新能源科技（海口）有限公司全资持股。 最终受益人信 息显示，该公司实际控制人为曾毓群。 | | | 查公司 直忽版 商关系 商风险 时代归藏新能源科技(三亚)布限公司 | 8 天眼一下 | 品 应用 - | 商务合作 企业级产品 ~ | 会员服务 | ● 此外有 .. ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 6 | 法律诉讼 | 经营风险 | 经营信息 | 公司发展 | 知识产权 | | VIP 历史信息 2 2 | | 法定代表人 | 医 陈端雄 | 登记状态 ⑦ | 存续 | | 天眼评分 ...

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：SK新能源江苏 SK On成功拿下大规模ESS（能源储存系统）项目，将凭借本地生产的磷酸铁锂（LFP）电池正式进军北 美ESS市场。 SK On于9月4日正式宣布，与美国科罗拉多州可再生能源企业"Flatiron Energy Development"（以下简 称Flatiron）签订了规模达1GWh的ESS供应协议。据协议， SK On将于2026年为Flatiron在马萨诸塞州 推进的项目供应搭载LFP电池的集装箱型ESS产品。 此外，SK On还获得了Flatiron公司截至2030年在马萨诸塞州等美国地区推进的6.2GWh规模项目的"优 先谈判权（Right of First Offer）"。通过双方协商， SK On将自2026年起，在未来四年内供应最高可 达7.2GWh的ESS产品。 为满足北美市场需求，SK On计划在2026年下半年启动ESS专用LFP电池的量产工作，并将美国佐治亚州 SK电池工厂的部分电动汽车电池生产线转换为ESS专用产线，以此建立快速响应的本地化供应链体系。 SK On的E ...

Core Viewpoint - The article highlights the increasing preference for iron-based phosphate production methods in the market, particularly from the second half of 2024, as opposed to traditional ammonium methods, due to cost advantages and environmental benefits [1][9]. Group 1: Production Methods - There are six main production methods for iron phosphate: ammonium method, sodium method, iron method, iron red method, nickel-iron method, and recycling method, with the ammonium method currently dominating the market [1]. - The iron method involves using zero-valent iron as a source to produce iron phosphate, which is achieved through a series of chemical reactions [3]. Group 2: Cost Advantages - The current oversupply of phosphate has led to low prices, while the supply-demand balance for industrial ammonium and ferrous sulfate remains strong, indicating that the cost advantages of the iron method are likely to persist [4]. - Compared to the iron method, ammonium and sodium methods have longer processes, larger land requirements, higher investment costs per ton of product, and greater environmental management challenges [6]. Group 3: Raw Material Quality - The iron method typically uses high-purity iron sources and purified phosphoric acid, resulting in lower impurity levels, which enhances product quality and stability [7]. Group 4: Market Trends - As of June 2025, global iron phosphate production capacity is projected to reach 5.231 million tons, with only 715,000 tons (13.7%) produced via the iron method. However, new capacity additions from 2025 to 2026 are expected to be predominantly from the iron method, accounting for 760,000 tons (71.7%) [8]. - Companies like Yuntu New Energy are leading in the market, with a focus on external sales, while others like Hunan Youneng and Anda Technology primarily serve internal needs [9].

Core Viewpoint - The article discusses the current trends in the lithium battery market, particularly focusing on the price movements of lithium carbonate and the production capacity of various materials, indicating a stable demand despite price fluctuations [1][4]. Lithium Carbonate Market - Since late August, the domestic lithium carbonate market has seen a gradual decline in prices, returning to around 75,000 yuan per ton, as the market adjusts to a more reasonable level [1]. - The production of lithium batteries in August increased by approximately 7% month-on-month, with most materials showing production growth between 6-8% [1]. - The impact of mining rights adjustments in Jiangxi and Qinghai is expected to be less than anticipated, but it positively contributes to balancing short-term supply and demand [1]. - Chile's lithium carbonate exports fell by 19.2% month-on-month in August, and there are signs of reduced shipments from major Australian ports, providing some support for lithium carbonate prices [1]. Lithium Battery Material Market Lithium Carbonate - The latest prices for lithium carbonate as of September 4 are: - Battery-grade 99.5%: 74,000-76,000 yuan/ton - Industrial-grade 99.2%: 72,500-73,500 yuan/ton [5]. Ternary Materials - The ternary materials market has seen a slight price decline, with high-nickel production decreasing while medium-nickel production continues to grow [6]. - The latest prices for ternary materials as of September 4 are: - 5-series single crystal: 125,000-131,000 yuan/ton - 8-series 811 type: 143,000-148,000 yuan/ton [6]. Phosphate Iron Lithium - The phosphate iron lithium market remains stable, with a projected production increase of about 5% month-on-month in September [7]. - The latest prices for phosphate iron lithium as of September 4 are: - Power type: 33,600-35,000 yuan/ton - Energy storage type: 32,600-33,200 yuan/ton [7]. Anode Materials - The anode materials market shows continued production growth, with good sales performance in the power sector [8]. - The latest prices for anode materials as of September 4 are: - Natural graphite high-end products: 50,000-65,000 yuan/ton - High-end artificial graphite: 31,800-64,800 yuan/ton - Mid-range artificial graphite: 24,700-38,700 yuan/ton [8]. Separator Market - The separator market has seen a slight price increase, with major companies agreeing to slow down production expansion [9]. - The latest prices for separators as of September 4 are: - Wet method base film 9μm: 0.55-0.85 yuan/square meter - Dry method base film 16μm: 0.35-0.50 yuan/square meter [9]. Electrolyte Market - The electrolyte market has experienced a slight price increase, with production expected to reach new highs in September [10]. - The latest prices for electrolytes as of September 4 are: - Lithium hexafluorophosphate electrolyte: 54,500-58,500 yuan/ton - Power ternary electrolyte: 19,200-23,600 yuan/ton - Power phosphate iron lithium electrolyte: 15,000-21,000 yuan/ton [10]. Lithium Battery Demand Battery Market - The domestic lithium battery market is performing well, with good production conditions in September, primarily driven by the power sector [11]. - The latest prices for lithium batteries as of September 4 are: - Square ternary power cell: 0.38-0.45 yuan/Wh - Square lithium iron phosphate power cell: 0.26-0.355 yuan/Wh [11]. New Energy Vehicles - The total sales of the domestic automotive market reached 514,000 units, with new energy vehicle sales at 285,000 units, reflecting a penetration rate of 55.4% [12]. - In August, BYD's sales in Europe surpassed Tesla's, with BYD selling 373,600 units overall, including 80,000 exports [13]. Energy Storage - The energy storage cell market is performing well, with all production capacities fully utilized [14]. - Recent strong demand for energy storage systems has been noted in markets such as the Middle East and Eastern Europe, with significant projects underway [14].

Core Viewpoint - Ashok Leyland, India's third-largest commercial vehicle manufacturer, plans to invest over 50 billion INR (approximately 4.05 billion CNY) in domestic electric vehicle battery production over the next 7-10 years [1] Group 1: Investment and Collaboration - The investment will support Ashok Leyland's electric vehicle division, Switch, and supply batteries to other automakers and for energy storage purposes [1] - Ashok Leyland will collaborate with CALB, a leading global electric vehicle battery manufacturer, to develop battery production [1] Group 2: Market Context - Currently, most Indian electric vehicle manufacturers rely on imported battery cells from China and South Korea, with battery costs typically accounting for 40% of the total vehicle cost [2] - Local production of batteries is expected to help reduce costs for electric vehicle manufacturers in India [2] Group 3: Competitive Landscape - Ashok Leyland joins Tata Motors and Ola Electric in plans to produce electric vehicle battery cells and packs domestically, creating competition with traditional battery manufacturers like Exide and Amara Raja [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 inherent 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].

Group 1 - The core point of the article is that BYD has increased its registered capital from 3.039 billion yuan to 9.117 billion yuan, representing a 200% increase [1][2]. - BYD was established on February 10, 1995, and is headquartered in Shenzhen, Guangdong, China. It operates in three major industries: IT, automotive, and new energy [2]. - The IT segment of BYD includes various products such as rechargeable batteries, chargers, electronic components, and mobile phone assembly services, with major clients including Nokia and Samsung [3]. Group 2 - In the first half of 2025, BYD reported a revenue of 371.281 billion yuan, which is a year-on-year increase of 23.3%. The net profit attributable to shareholders was 15.51 billion yuan, up 13.79% year-on-year [3]. - The net profit after excluding non-recurring gains and losses was 13.6 billion yuan, reflecting a year-on-year growth of 10.43% [3].

Core Viewpoint - The article highlights the advancements and production capabilities of EVE Energy's solid-state batteries, emphasizing their potential applications and the company's commitment to increasing energy density targets by 2025 [1][2]. Group 1: Production and Capacity - EVE Energy's solid-state battery research institute in Chengdu has officially opened, with the "Longquan No. 2" 10Ah solid-state battery completing its production [1]. - The Chengdu facility covers approximately 11,000 square meters, with Phase 1 expected to be completed by December 2025, achieving a manufacturing capacity of 60Ah batteries, and Phase 2 projected to reach an annual capacity of 100MWh by December 2026 [1]. - The company has developed a prototype of the Ah-level sulfide-based solid-state battery, with a pilot line for 100MWh expected to be operational by 2025 [2]. Group 2: Technical Specifications - The "Longquan No. 2" solid-state battery features an energy density of 300Wh/kg and a volumetric energy density of 700Wh/L, suitable for humanoid robots, low-altitude aircraft, and high-end AI equipment [1]. - The battery operates effectively in a temperature range of -20℃ to 60℃ and maintains stability under 20MPa pressure, with a cycle performance exceeding 2000 cycles at 45℃ [1][2]. - The company employs a combination of ternary cathodes, silicon-carbon anodes, and sulfide solid electrolytes, utilizing dual-layer coating technology to enhance ion diffusion and stability [2]. Group 3: Financial Performance - In the first half of the year, EVE Energy reported revenue of approximately 28.2 billion yuan, a year-on-year increase of 30.06%, while net profit was 1.605 billion yuan, a decrease of 24.9% [2]. - The company shipped 21.48GWh of power batteries, marking a year-on-year growth of 58.58%, and 28.71GWh of energy storage batteries, up 37.02% [2]. Group 4: Client Base and Market Presence - EVE Energy's clients include over 80% of the top ten global power tool companies and more than 60% of the top twenty suppliers for new energy passenger vehicles, with notable customers such as Samsung, Bosch, and Xiaomi [3]. - The company has a global presence with eight production bases and two under construction, covering various regions in China and overseas locations in Malaysia and Hungary [2][3].

Group 1 - The Finnish government announced on September 1 that it has agreed to acquire a 20.6% stake in Valmet Automotive from CATL, with an injection of approximately €35 million, resulting in the government holding 79% and Pontos 21% of Valmet Automotive [1] - The decision for CATL to exit Valmet Automotive was influenced by lower-than-expected electrification progress and a downturn in the European automotive market, leading to a decline in orders for Valmet in recent years [1] - Valmet Automotive, established in 1968, has produced around 1.8 million vehicles and has collaborated with renowned brands such as Mercedes-Benz, Saab, and Porsche [3] Group 2 - Valmet Automotive operates three main business lines: Vehicle Contract Manufacturing (VCM), Electric Vehicle Systems (EVS), and Roof and Sports Systems (RKS), covering the entire process from concept to product development and mass production [3] - The company recognized the necessity and opportunities in the electric vehicle sector early on, launching its first fully electric vehicle, Think City, in 2009 [3] - In 2017, CATL invested €30 million in Valmet, and by 2019, Valmet began large-scale production of battery systems in Salo, becoming a leading independent battery system manufacturer [2][3]

Core Insights - Voltstorage, a German iron-salt battery company, announced its impending closure due to unsuccessful fundraising efforts, aiming to avoid bankruptcy while still having funds available [1] - The company's chief technology officer expressed disappointment over the failure to bring iron-salt batteries to market as an efficient and sustainable storage solution [1] Group 1: Company Development - Voltstorage's financing history includes backing from Korys, Bavarian Capital, and EIT InnoEnergy, among others, to commercialize vanadium redox flow battery technology and develop iron-salt battery technology [2] - The company had planned to complete pilot installations of iron-salt batteries by early 2027 and had received project letters of intent worth over €1 billion from buyers [2] Group 2: Market Challenges - In July, a Munich court initiated self-managed bankruptcy proceedings due to "excessive debt," highlighting the financial difficulties faced by the company [3] - The failure of Northvolt, seen as Europe's equivalent to CATL, has created investor skepticism, complicating Voltstorage's fundraising efforts [3] - The closure of Voltstorage serves as a warning for the global battery industry regarding the need to balance funding requirements with sustainable development [3]