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宁德时代发布587储能专用电芯!
鑫椤锂电· 2025-06-11 09:21
Core Viewpoint - The energy storage market is experiencing rapid growth globally, but it faces significant challenges, including parameter inflation and safety issues related to battery cells [1]. Group 1: Industry Challenges - Parameter inflation is a major issue, with previously claimed cycle lives of 10,000 to 15,000 cycles for energy storage projects, but actual performance only reaching 3 to 5 years, with annual cycle counts often below half of the designed value [1]. - Safety concerns arise from the scale of energy storage systems, where a 1GWh storage station contains millions of battery cells, meaning a single defective cell can lead to catastrophic consequences [1]. Group 2: Company Achievements - CATL has continuously iterated its energy storage cell standards with products like the 280Ah and 314Ah, maintaining the top global shipment volume for energy storage cells for four consecutive years [2]. - The company has deployed over 256GWh across more than 1,000 energy storage projects globally, achieving a zero-accident record [2].
反内卷!车企集体发声:将供应商支付账期统一至60天内
鑫椤锂电· 2025-06-11 07:50
本文来源: 综合自比亚迪微信公号、证券时报、澎湃新闻 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~ 6月11日凌晨1时28分,比亚迪汽车通过官方微信宣布,将供应商支付账期统一至60天内。 比亚迪表示,此举是为落实国家及相关部委就保障产业链供应链稳定、促进汽车产业高质量发展作出的一系列部署要求,以及助力中小企业健康发展, 以切实行动推动中国汽车产业高质量发展。 "未来,比亚迪汽车将继续通过技术创新与管理优化,携手上下游伙伴共同推动中国汽车产业行稳致远。" 记者注意到, 6月10日晚,多家车企先后对外发声表态。中国第一汽车集团有限公司、东风汽车集团有限公司、广州汽车集团股份有限公司、赛力斯集 团股份有限公司、中国长安汽车集团有限公司、吉利汽车集团等六家汽车生产企业分别发表声明,就"支付账期不超过60天"作出承诺。 中国一汽 发文表示,要明确付款期限和支付方式,将"60天付款"作为所属单位付款期限要求,加强资金监督和过程管理。此外,中国一汽还将优化流 程,提升效率。加强采购、财务等部门内部协同,进一步精简审批环节,确保付款流程畅通无阻。同时,中国一汽将通过技术赋能,精准 ...
锂电企业赴港IPO再添一员!
鑫椤锂电· 2025-06-10 07:16
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:企业公告 亿纬锂能 2024 年营业收入 486.15 亿元 ,归母净利润 40.76 亿元,扣非净利润 31.62 亿元,同比增 长 14.76%,经营性现金流净额 44.34 亿元。2024 年研发总投入 30.60 亿元,同比增长 6.58%,研发 人员 6068 名。 6月9日晚间, 亿纬锂能公告,为进一步提高资本实力和综合竞争力,提升国际化品牌形象,满足国际业 务发展需要,公司拟发行H股股票并在香港联交所主板挂牌上市。 公司将充分考虑现有股东的利益和境内外资本市场的情况,在股东大会决议有效期内选择适当的时机和发 行窗口完成本次发行上市。本次发行上市尚需提交公司股东大会审议,并需要取得相关政府机关、监管机 构、证券交易所批准、核准或备案。 会议详情 I C C S I N O END 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 会议咨询: 19921233064(微信同) 该公司 2024 年动力电池出货量 30.29GWh,同比增长 7.87%,商用 ...
国轩高科再签重磅合作!
鑫椤锂电· 2025-06-10 07:16
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~ 巴斯夫大中华区董事长兼总裁楼剑锋博士表示 : "通过与国轩高科、中国燃气、巴斯夫杉杉的强强联合, 我们将进一步推动储能技术创新、清洁能源的广泛应用,同时创造协同效应,为共同的可持续目标注入强 劲动能。" 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 I C C S I N O 会议主办: 鑫椤资讯 会议时间: 2025年7月8-9日(8号报到) 本文来源:国轩高科 2025 年上海国际碳中和技术、产品与成果博览会(简称 "上海碳中和博览会")期间,国轩高科与巴斯 夫、中国燃气控股有限公司(简称"中国燃气")及 巴斯夫杉杉 电池材料有限公司(简称 "巴斯夫杉杉") 达成四方战略合作。 本次合作将聚焦储能系统研发、新型电池材料应用、储能项目商业化推广及绿色能源解决方案,建立全面 战略合作关系,共同打造新能源产业链生态闭环。 同时四方将致力于推动储能技术创新、清洁能源规模化 应用及 "双碳"目标实现。 国轩高科执行总裁王启岁表示,国轩高科 ...
这家锂企,锁定退市!
鑫椤锂电· 2025-06-10 07:16
Core Viewpoint - The company, Haiyue Energy Group Co., Ltd. (*ST Haiyue), is facing delisting from the Shanghai Stock Exchange due to financial difficulties and a significant decline in its business performance [1][4]. Group 1: Company Overview - Haiyue Energy Group was established in 1993 and listed on the Shanghai Stock Exchange in 2004, primarily engaged in oil trading, wholesale and retail of refined oil, lithium carbonate business, property leasing, and venture capital [4]. - For the fiscal year 2024, *ST Haiyue reported a revenue of 1.483 billion yuan and a net loss attributable to shareholders of 299.8 million yuan [4]. Group 2: Financial Performance - The company's bulk trading business has declined compared to the previous year, influenced by the overall downturn in the traditional energy sector and risk control measures [5]. - The market price of lithium carbonate has also decreased compared to the same period last year, leading the company to make provisions for inventory impairment related to lithium carbonate and other products [5]. - The company has recognized asset impairment losses on receivables based on a cautious approach, considering the end-of-period situation [5].
安徽20亿锂电项目投产在即!
鑫椤锂电· 2025-06-10 07:16
Group 1 - The core viewpoint of the article highlights the rapid development of the lithium battery industry in Jieshou, with significant investments and production capacity expansion [1][2] - The first phase of the Huatuo New Energy project, with an annual production capacity of 3GWh, was launched in May 2023, supplying lithium-ion battery cells to major companies like China Tower [1] - The second phase of the project, focusing on large-capacity energy storage batteries, is expected to start production in September 2024, increasing total capacity to 7GWh and generating an annual output value of 5 billion yuan [2] Group 2 - The local government has provided substantial support for the project, including assistance in attracting industrial funds and offering comprehensive project management services [2] - The modern factory, with a total investment of 2 billion yuan, is equipped with intelligent production lines, indicating a strong commitment to technological advancement in the lithium battery sector [1]
免费领取!2025年全球锂电产业分布图
鑫椤锂电· 2025-06-10 07:16
Core Viewpoint - The article emphasizes the growing importance of solid-state battery technology in the global lithium battery industry, highlighting advancements in China and the need for further development and collaboration in the sector [8][9]. Group 1: Global Lithium Battery Industry Overview - The distribution map illustrates the entire ecosystem of the global lithium battery industry, covering raw materials, four main materials, battery manufacturing, and end applications [3]. - The map includes major lithium battery industry hubs in China, North America, Europe, Japan, and Southeast Asia [3]. Group 2: Solid-State Battery Developments - Major economies are incorporating solid-state battery technology research and industrialization into national strategic planning, increasing policy support and research investment [8]. - China has made significant breakthroughs in solid-state battery technology, achieving a production capacity of 5.2 GWh in 2024 [8]. - Challenges remain in the commercialization of solid-state batteries, including improving ionic conductivity of solid electrolytes and optimizing electrode/electrolyte interface stability [8]. Group 3: Upcoming Forum - A summit titled "2025 (Third) China Solid-State Battery Technology Development and Market Application Forum" will be held on July 8-9, 2025, in Shanghai, aimed at discussing the latest research, industrialization paths, and market trends in solid-state battery technology [9][10]. - The forum seeks to foster collaboration among experts, industry leaders, and investment representatives to accelerate innovation and sustainable development in the global solid-state battery industry [9].
第二批参会企业名单!2025(第三届)中国固态电池技术发展与市场展望高峰论坛
鑫椤锂电· 2025-06-09 07:49
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 论坛议题 I C C S I N O | 发言嘉宾 | 发言议题 | | --- | --- | | ICC鑫椤资讯 总经理 连萍 | 欢迎致辞 | | 国联汽车动力电池研究院有限责任公司 研究院院长 杨容 | 全固态电池工程技术难点 | | 上海杉杉科技有限公司 待定 | 硅基负极在固态电池中的应用现状及前景 | | 天津国安盟固利新材料科技有限公司 待定 | 富锂锰基正极材料在固态电池上的应用 | | | 颁奖 茶歇 | | 深圳新宙邦科技股份有限公司固态子公司 董事长 王希敏 | 待定 | | 深圳市星源材质科技股份有限公司 研发总监/博士 郭辰 | 星源固态电解质膜解决方案 | | 上海恩捷新材料科技有限公司 待定 | 待定 | | 浙江金羽新能源科技有限公司 董事长 黄杜斌 | 待定 | | | 午餐 | | 中科院上海硅酸盐研究所 ...
总投资25亿元!5GWh固态电池(兼容半固态)生产线签约浙江
鑫椤锂电· 2025-06-09 07:49
Group 1 - The core viewpoint of the article highlights the signing of a new solid-state battery production project in Hangzhou, Zhejiang, with a total planned investment of approximately 2.5 billion yuan [1] - The project will establish a high-end digital factory with a production line for 5GWh solid-state batteries, which are compatible with semi-solid batteries [1] - Upon reaching full production capacity, the project is expected to generate an annual output value of 5 billion yuan and contribute 150 million yuan in tax revenue [1] Group 2 - The future plans include the introduction of research and development for lithium-air fuel cells [1] - A conference related to the industry is scheduled for July 8-9, 2025, in Shanghai [2]
宁德时代新增一家供应商!
鑫椤锂电· 2025-06-09 07:49
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:韩联社 日前,韩国 索路思高新材料 (Solus Advanced Materials)发布消息称, 与中国 宁德时代 (CATL) 签署了铜箔供应合同, 将自2026年起向宁德时代欧洲工厂供应其匈牙利工厂生产的铜箔产品。 据了解,索路思在电池箔布局了5大类的产品: 标准锂电铜箔BF-PLSP(厚度4.8~8μm)、中等强度电 池铜箔MTS-PLSP(强度达40~50 kgf/mm²,厚度5~8μm)、高强度锂电池铜箔HTS-PLSP(高钢度, 厚度5~6μm)、高延伸锂电池铜箔SR-PLSP(厚度5~8μm)、高延伸电池铜箔HE-PLSP(厚度 6~12μm,经热处理后延伸率可达13%以上)。 双方计划基于索路思在当地的产品竞争力,积极寻求在新产品研发领域的合作机会。且索路思成为首家与 宁德时代建立欧洲地区合作关系的韩国铜箔供应商。 宁德时代匈牙利德布勒森市工厂 规划总产能为100GWh,第一期和第二期项目的规划产能分别为34GWh 和38GWh。宁德时代区域运营总监Jason Chen此前表示,匈牙利项目 ...