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 -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： 太和县生态环境分局 近日，安徽元创新能源材料有限公司 1万吨/年动力锂离子电池正极材料项目 环境影响评价文件进行了受 理批前公示。 项目位于安徽阜阳太和经济技术开发区， 总投资100000万元， 其中环保投资539万元。项目新增用地面 积约 45492 平方米（68.2亩），新建三元厂房、综合站房、固废仓库等，建筑面积44457.6 平方米，购 置数智化道窑、混合机组、粉碎机组、自动包装生产线、DCS系统等生产设备，配套建设环保与安全等设 施， 建成年产1万吨动力锂离子电池正极材料生产线。 END 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） ...

-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：综合自企业公告、中国基金报 6月5日晚间，富临精工公告称， 宁德时代与公司子公司江西升华新材料有限公司（以下简称江西升华） 通过签署《补充协议》，修订了此前双方签订的《业务合作协议》（以下简称原协议）。 具体来看， 宁德时代支持江西升华江西基地16万吨/年产能、四川三期20万吨/年产能建设。 此前，宁德 时代支持江西升华建设7.5万吨/年产能的磷酸铁锂产能。 这意味着，宁德时代借此提前锁定更多磷酸铁锂产能。自2025年初 以来 ，宁德时代 已 与万润新能、龙 蟠科技、富临精工、丰元股份等A股磷酸铁锂企业签订长协大单。 磷酸铁锂是锂电池中广泛使用的正极材料之一，主要用于新能源汽车动力电池和储能电池等领域，但市场 格局正在重塑。在锂电池产业链人士看来，宁德时代与多家头部磷酸铁锂企业签订长协大单，将加速该行 业的"淘汰赛"进程。 公告显示，《补充协议》对原协议进行修订，包含产线建设、合作数量等方面的提升。 在产线建设方面，原协议约定宁德时代向江西升华支付一定金额的预付款，支持江西升华江西基地7.5万 吨/ ...

Core Viewpoint - Tesla is strategically building a domestic battery production system in the U.S. to reduce reliance on Chinese raw materials, which is a significant move in the industry where other companies still depend heavily on Chinese supplies [2][4]. Group 1: Tesla's Battery Production Strategy - Tesla aims to produce battery components independently, including cathode active materials, lithium extraction, anode manufacturing, electrode coating, and battery cell assembly, making it the only major automaker with such a commitment [2][3]. - The company has been progressively reducing its dependency on Chinese suppliers, with 39% of its battery materials sourced from China in 2023, a figure that is expected to decline as Tesla develops its own production capabilities [2][4]. Group 2: Collaborations and Innovations - Tesla is actively seeking partnerships with manufacturers like Panasonic, which plans to build a large factory in the U.S. to produce batteries for Tesla's electric vehicles, enhancing the local supply chain [3]. - Panasonic is also set to mass-produce the 4680 battery, which boasts an energy density of 300 kWh/kg, improving range by 16% and power output by six times, potentially enabling Tesla to produce a $25,000 electric vehicle [4]. Group 3: Supply Chain Resilience - Tesla's strategy involves creating a complete ecosystem from lithium mining to vehicle production, which mitigates risks associated with international transportation and enhances supply chain resilience amid global disruptions like chip shortages and rising lithium prices [4][5]. - This approach represents a radical challenge to traditional global supply chain models and offers a new paradigm for manufacturing [5].

Core Viewpoint - The article highlights significant developments in the lithium battery industry, including new factory launches, production data, and market trends, indicating a dynamic landscape with both opportunities and challenges for stakeholders. Group 1: Industry Developments - Envision AESC's battery super factory in Douai, France, officially commenced operations, expected to supply high-quality batteries for 200,000 electric vehicles annually, supporting Europe's low-carbon transition [2] - BASF's Black Mass plant in Germany has started commercial operations, with an annual processing capacity of 15,000 tons of spent lithium-ion batteries, making it one of Europe's largest facilities of its kind [5] - China Nuclear Titanium Dioxide announced the termination of its 500,000-ton iron phosphate project, reallocating remaining funds to support daily operations and business development [4] Group 2: Lithium Battery Production Data - Xinluo Lithium Battery reported June production forecasts: battery production at 107.7 GWh (up 2.9% MoM), cathode materials at 133,000 tons (up 9.1% MoM), anode materials at 117,000 tons (up 0.9% MoM), and separators at 1.49 billion square meters (up 4.3% MoM) [3] Group 3: Market Conditions - The domestic lithium carbonate market showed signs of stabilization despite recent price declines, with short-term support around $600 per ton, while supply remains high and demand appears weak [7][8] - The price of battery-grade lithium carbonate is reported at 60,200-61,200 yuan per ton, while industrial-grade is at 58,000-58,500 yuan per ton [9] - The three-material market continues to weaken, with head manufacturers showing significant production increases, while smaller firms face slower demand from digital consumer sectors [10] Group 4: Pricing Trends - The price of lithium iron phosphate for power applications is between 29,500-31,100 yuan per ton, while energy storage applications range from 28,300-29,200 yuan per ton [12] - The price of anode materials remains firm despite a 12% drop in raw material prices, with high-end natural graphite priced at 50,000-65,000 yuan per ton [13] - Separator prices are under pressure due to increased competition, with wet-process separators priced at 0.65-0.85 yuan per square meter [14] Group 5: Demand Insights - The domestic lithium battery market remains stable, with some manufacturers experiencing strong orders while others maintain steady production [17] - New energy vehicle sales reached 245,000 units in the last week, up 27.8% YoY, with a penetration rate of 53.5% [21] - The energy storage sector shows strong demand, with significant procurement projects announced, indicating growth potential despite challenges [22]

Core Viewpoint - Sodium-ion batteries are gaining attention as a potential alternative to lithium-ion batteries, with significant differences in production processes and material selection that impact cost, resource availability, and thermal stability [3][4][28]. Group 1: Overview of Sodium-Ion Battery Production Process - The production process of sodium-ion batteries includes five main stages: raw material preparation, positive and negative electrode material preparation, electrode preparation, battery assembly, and battery testing [3]. - Key advantages of sodium-ion batteries over lithium-ion batteries include lower material costs, higher resource availability, and better thermal stability, making them suitable for applications in energy storage and low-speed electric vehicles [3]. Group 2: Raw Material Preparation Stage - The raw material preparation stage is critical, involving the selection and pre-treatment of key materials such as positive and negative electrode materials, electrolytes, separators, and current collectors [4][5]. - Positive electrode materials include layered oxides and polyanionic compounds, with P2-Na0.67Ni0.1Fe0.1Mn0.8O₂ noted for its high capacity [4][5]. - Environmental control is crucial, with humidity levels needing to be kept below 1% to prevent sodium materials from absorbing moisture [7]. Group 3: Positive and Negative Electrode Material Preparation Stage - This stage is vital for determining the battery's energy density, cycle life, and safety, involving processes like raw material mixing, sintering, and post-treatment [8]. - Key parameters for positive electrode material preparation include sintering temperature (800-1100°C for layered oxides), sintering time (2-12 hours), and atmosphere control [8][11]. - Hard carbon is the mainstream choice for negative electrode materials due to its high sodium storage capacity and excellent cycling stability [8]. Group 4: Electrode Preparation Stage - The electrode preparation stage includes slurry preparation, coating, rolling, and cutting, with strict quality control impacting battery performance [12]. - Special mixing techniques are required to ensure slurry uniformity, and coating machines must maintain high humidity control [12][16]. - The rolling process enhances the density of electrode materials, significantly improving conductivity [13]. Group 5: Battery Assembly Stage - Battery assembly involves winding or stacking, welding, packaging, and electrolyte injection, with precision in these processes directly affecting battery consistency and safety [17]. - Winding machines must achieve alignment accuracy of ±0.5mm, while stacking machines require even higher precision [17][22]. - Laser welding techniques are adapted for the high reflectivity of aluminum current collectors used in sodium-ion batteries [17]. Group 6: Battery Testing and Screening Stage - This final stage includes formation, capacity grading, charge-discharge testing, cycle life testing, and safety performance testing to ensure batteries meet design standards [23]. - The formation process typically employs a three-stage charging method under vacuum conditions to stabilize the solid electrolyte interface (SEI) [23][27]. - Cycle life testing for sodium-ion batteries generally ranges from 1000 to 5000 cycles, necessitating process optimizations to enhance performance [25][40]. Group 7: Differences in Production Equipment - Sodium-ion battery production equipment differs from lithium-ion batteries primarily due to variations in current collector materials, electrode materials, and electrolyte compositions [28][30]. - The use of aluminum foil for both electrodes in sodium-ion batteries necessitates specialized welding equipment to address the challenges posed by its high reflectivity [28]. - Equipment for preparing electrolytes must be resistant to corrosion due to the specific sodium salts used [30]. Group 8: Key Technical Details in Production - Key technical details in sodium-ion battery production focus on material synthesis, electrode coating, and battery assembly, which directly influence performance and consistency [32]. - Innovations in coating technology, such as negative pressure techniques, help mitigate issues related to material aggregation and drying [32][38]. - The optimization of electrolyte formulations and additives is crucial for enhancing battery stability and cycle life [33]. Group 9: Environmental Control Requirements - Stringent environmental control is essential in sodium-ion battery production, particularly regarding humidity, dust, and temperature [34]. - Humidity levels must be maintained below 1% to prevent moisture absorption by sodium materials, while dust control is critical to avoid short circuits [34][35]. - Temperature control is vital during formation and capacity grading processes to ensure the stability of the SEI layer [35]. Group 10: Future Development Trends - The future of sodium-ion battery production is expected to focus on automation, process simplification, and the application of solid electrolytes [36][43]. - Innovations in winding and stacking processes aim to improve battery performance and consistency [38]. - The optimization of electrolyte formulations will enhance ionic conductivity and stability, extending battery life [38][43].

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：锂电派 而 小米YU7 Max则搭载由宁德时代提供的101.7kWh三元锂电池 。 小米方面强调，小米汽车电池包始终坚持严苛的电池安全设计和高标准要求， 无论搭载哪种电池都能达到 同样的安全标准 ，同时也符合新国标电池安全的测试要求，请车主放心。 根据此前报道，小米YU7提供三个版本，分别为：小米YU7标准版、小米YU7 Pro、小米YU7 Max。 6月4日消息，不少小伙伴对小米YU7的电池比较好奇，那么 小米YU7的不同型号的车型，分别使用的是 什么品牌的电池呢？ 对此，小米汽车方面进行了答复： 小米YU7标准版和Pro 均搭载由 弗迪 和 宁德时代 两大行业头部电池品牌提供的 96.3kWh磷酸铁锂电池 。 其中，小米YU7标准版搭载96.3kWh磷酸铁锂电池，CLTC续航里程835km，中大型纯电SUV续航第一。 小米YU7 Pro同样搭载96.3kWh磷酸铁锂电池，CLTC续航里程770km，四驱纯电SUV续航第一。 小米YU7 Max则搭载101.7kWh三元锂电池，CLTC续航里程760km。 ...

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：济南都市频道 传闻已久的东风、长安合并事宜已中止。6月5日早间，东风股份、长安汽车双双发布公告。 东风公司暂不涉及相关资产和业务重组 东风股份公告称，本公司接到间接控股股东东风公司通知，东风公司暂不涉及相关资产和业务重组。本公 司正常生产经营活动不会受到影响。 长安汽车：间接控股股东兵器装备集团分立汽车业务为独立央企 公告编号:2025-36 重庆长安汽车股份有限公司 关于中国兵器装备集团有限公司重组进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈 述或重大遗漏。 2025年2月9日,重庆长安汽车股份有限公司(以下简称"本公司")接到间 接控股股东中国兵器装备集团有限公司(以下简称"兵器装备集团")通知,兵器 装备集团正在与其他国资央企集团筹划重组事项。详细内容见本公司于2025年2月 10 日披露的《关于控股股东拟发生变更的提示性公告》(公告编号:2025-05)。现 将有关进展情况公告如下: 2025年6月4日,本公司接到兵器装备集团通知,兵器装备集团收到国 ...

近日， 长沙润时新能源有限公司 、 崇仁县润时新能源有限公司 成立，注册资本分别为58万元、381万 元，经营范围均包含：发电业务、输电业务、供（配）电业务；电气安装服务；合同能源管理；电池销 售；物联网技术服务；物联网技术研发等。 企查查股权穿透显示，两公司均由宁德时代（300750）间接全资持股。 | 细逻有远见的商业传奇 全国企业信用查询 | 长沙润时新能源有限公司 | | 0 值一下 | C 知彼阿尔法 | ■ 应用 ▼ | 企业中心 ロ | v SVIP 0 会居服务 | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 8 | 法律诉讼 | 经营风险 | 经营信息 1 | 企业发展 | 知识产权 | | 历史信息 1 | | 工商信息 ● | | | | | | | | | 工商信息 历史工商信息 | | | | 目 文字介绍 | G 工商官网快照▶ | ■ 导出 | 《 企音音 | | 统一社会信用代码 | 91430100MAEK8QPE93 | 企业名称 | 长沙润时新能源有限公司 | | | | | | 法定代表人 | 酸维 ...

Core Viewpoint - The article discusses the acquisition plan of Zhongcheng Co., a subsidiary of Guotou Group, to purchase 100% equity of Zhongji Jiangsu from China National Technical Import and Export Corporation, along with raising supporting funds from specific investors. The focus is on the business model and financial performance of Zhongji Jiangsu in the energy management sector [1][2]. Group 1: Acquisition and Financial Overview - Zhongcheng Co. plans to acquire 100% equity of Zhongji Jiangsu, which was established in 2021 with a registered capital of 63.49 million yuan, focusing on investment, development, and operation of energy storage projects for commercial users [1]. - In 2023 and 2024, Zhongji Jiangsu is projected to achieve revenues of 14.4655 million yuan and 39.9 million yuan, with net profits of 1.4913 million yuan and 18.1592 million yuan respectively, indicating a net profit margin of 45.5% for 2024 [1]. Group 2: Business Model and Challenges - Zhongji Jiangsu's core profit model relies on the price difference between peak and valley electricity rates, purchasing electricity during low price periods and selling it during high price periods, sharing profits with commercial users [2]. - The business model faces three main challenges: 1. The reduction of peak-valley price differences in Jiangsu and other regions, expected to cut profit margins by 20% to 30% [2]. 2. Increased uncertainty in station revenues due to the full market entry of renewable energy [2]. 3. The low technical barrier of the business model makes it easily replicable, posing a risk to establishing a competitive moat [2].

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：锂电前沿 项目计划在玻利维亚西南部的乌尤尼盐湖（Salar de Uyuni）建设直接提锂设施。乌尤尼盐湖被认为是全 球已探明储量最大的锂盐湖之一，亦是"锂三角"（智利、阿根廷和玻利维亚）战略资源区的重要组成部 分。 根据玻利维亚国有锂业公司（YLB）负责人奥马尔·阿拉孔此前在新闻发布会上的表述，这两个项目预计 年产碳酸锂3.5万吨。YLB在两个合资项目中持股51%。 这项公益诉讼由乌尤尼地区诺尔利佩斯省原住民联合中心（代表50多个原住民社区）提起，原告指控，项 目推进未经宪法规定的环境磋商与社区同意程序，涉嫌侵犯原住民 环境权 。尽管协议尚未通过议会审 批，但据原住民代表称，CBC财团等已在项目现场展开部分前期施工与准备工作，缺乏合法授权与环评文 件。 根据美国地质调查局数据显示，当时全球探明的锂储量约8900万吨，其中玻利维亚探明锂储量有2100万 吨，是世界上锂资源储量最多的国家，世界上最大的盐滩乌尤尼盐沼也位于此。但该国缺乏直接提取锂的 技术，道路等基础设施发展也存在不足，自2019年政变后停止的锂矿 ...