Core Viewpoint - The automotive industry is shifting from nickel-cobalt-manganese (NMC) batteries to cost-effective lithium iron phosphate (LFP) batteries to reduce costs and appeal to a broader consumer base [2][3]. Group 1: Industry Trends - Major automakers, including General Motors (GM), are actively adopting alternative battery chemistries to lower electric vehicle costs [2]. - GM's key battery suppliers, LG Energy Solution and Samsung SDI, plan to establish LFP battery production in the U.S., potentially becoming the first LFP battery factories in the country [2][3]. - The production timeline for these factories may precede Ford's collaboration with CATL in Michigan, which has faced delays [2]. Group 2: Company Developments - Samsung SDI and GM's joint venture in Indiana is set to produce prismatic battery cells by 2027, with facilities being repurposed for LFP battery production [3]. - LG Energy Solution is also considering converting some of its existing facilities in Ohio and Tennessee to manufacture LFP batteries [3]. - GM has announced that the next-generation Chevrolet Bolt and future versions of the Chevrolet Silverado will feature LFP battery packs, although it has not confirmed the adoption of LFP for other models [3][4]. Group 3: Cost Implications - Transitioning to LFP batteries is expected to reduce the cost of the Silverado electric vehicle by up to $6,000 compared to NMC battery packs [4]. - Current electric vehicles in the U.S. using LFP batteries include entry-level Tesla Model 3 and Model Y, Ford Mustang Mach-E, and Rivian R1T and R1S [4]. Group 4: Future Innovations - GM is also exploring a new battery chemistry called lithium manganese rich (LMR), which reduces the use of expensive nickel and cobalt while increasing manganese content [5]. - The LMR battery is projected to provide over 400 miles (approximately 643.74 kilometers) of range for GM's electric trucks and full-size SUVs, with costs comparable to LFP batteries [5].

-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： 庄河发布 近日大连中比动力电池有限公司总投资10亿元的高性能大圆柱40型锂离子电池智能化生产线厂房正式封 顶。 据了解，大连中比40系列大圆柱电池智能化生产线项目为自主研发设计的高性能磷酸铁锂电池增容 扩建项目。 项目拟引入国际先进的120ppm全自动锂离子电池生产线，新产品在原有26650产品的基础上，容量提升 5倍，能量密度提高15%，电池成本降低10%，在储能及新能源汽车应用领域具备更强的市场竞争力。 项目的落地将助力公司在非洲、东南亚等新兴市场开辟新的增长极。另外，公司计划在2025年底前完成全 自动化设备调试并实现量产， 达产后年产能将突破3GWh， 成为大连北黄海经开区储能产业园的重要增 长引擎。 资料显示，中比动力成立于2013年，公司专注于锂电池研发、生产与销售，建立了完整的研发及生产基 地，实现了从单体电芯、模组到系统的完整设计研发与批量化生产制造能力，产品线丰富，广泛应用于轻 型电动车、新能源汽车、通讯储能、消费电子及电动工具等多个新能源领域。 进固态电池群 ，加小编微信：13 ...

Core Viewpoint - The strategic cooperation between Ruipu Lanjun and Korea's HyoStar Heavy Industries aims to establish a leading position in the global energy storage market by supplying 2.5GWh of energy storage products and promoting the application of storage technology worldwide [2][3]. Group 1 - Ruipu Lanjun will supply energy storage cells, modules, and DC containers, while providing system design integration and quality control support [2]. - HyoStar Heavy Industries will be responsible for global promotion, localization, and certification work [2]. - The collaboration is expected to enhance both companies' market positions in the energy storage sector and contribute to global energy transition efforts [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~ 本文来源：快科技 5月28日消息， 宁德时代今日在深交所互动平台表示，公司在全固态电池上持续坚定投入，技术处于行业 领先水平， 2027年有望实现小批量生产。 -广告- 比亚迪锂电池有限公司CTO孙华军表示，比亚迪计划于2027年前后启动固态电池的批量示范装车应用， 2030年前后实现大规模量产。 近年来，全球主要经济体纷纷将固态电池技术研发与产业化布局纳入国家战略规划，加大政策扶持与科研 投入力度。我国在固态电池领域已取得一系列重要突破，在材料体系创新、电芯结构设计、制造工艺优化 等方面积累了丰富的技术经验，部分企业已实现固态电池样品的制备与测试验证，并逐步推进产业化进 程。 根据鑫椤资讯的统计，2024年中国固态/半固态电池产量已经达到5.2GWh。 然而，固态电池技术的 商业化应用仍面临诸多挑战，如固态电解质的离子电导率提升、电极/电解质界面稳定性优化、大规模生 产工艺开发等关键技术难题亟待突破，同时市场应用场景的拓展、产业链协同机制的完善以及政策法规标 准的制定等也需要进一步加强。 在此背景下， 鑫椤资讯将于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：宁德时代 5月29日，宁德时代与兰州市人民政府正式签署战略合作协议。 双方将重点围绕新能源电池后 市场建设、全域交通电动化升级及零碳城市生态构建三大领域深化合作， 致力于将兰州打造成 西北地区零碳转型的样板城市。 兰州市市委常委、副市长魏永辉，副市长阮强，与宁德时代监事会主席、区域管理总裁吴映 明，华南区管理总经理丁爱军，区域零碳生态负责人乔鹏飞等共同出席并见证。 兰州作为"一带一路"关键节点城市，不仅是西北重要交通枢纽，更拥有得天独厚的风、光资源 和锂电产业优势。双方将聚焦技术枢纽建设，依托宁德时代全球电池数据与技术积累，携手兰 州高新区打造新能源车电池检测中心，提供电池安全测试、梯次利用等后市场服务。该中心将 形成覆盖西北、辐射中亚的技术枢纽，为"一带一路"沿线新能源产业提供研发支持与人才培 养。 推动全域交通电动化方面，宁德时代将进一步完善兰州充换电网络，以优质产品和服务完善公 交、重卡、客车、二轮车等电动化替代，并探索游轮旅游项目"电动黄河"的创新场景。 双方还将构建零碳城市生态，通过融合光 ...

Core Viewpoint - The article discusses the recent changes in the IRA (Inflation Reduction Act) proposals, focusing on the implications for electric vehicle subsidies and clean energy support, particularly affecting the battery industries in China and South Korea [3][4][6]. Policy Changes - The original IRA included a $7,500 tax credit for consumers purchasing eligible electric vehicles, contingent on the production of battery components and critical minerals in North America or free trade agreement countries, with restrictions on materials linked to Chinese supply chains [2]. - The new proposal aims to gradually eliminate electric vehicle subsidies by the end of 2025 or 2026, and to terminate hydrogen subsidies and clean energy tax credits by 2029 [3]. Impact on Chinese Battery Industry - Short-term impacts are limited, but long-term adjustments in the supply chain are anticipated, with significant export restrictions on key battery materials from China to the U.S. [8]. - China currently supplies 68% of natural graphite and 59% of synthetic graphite imported by the U.S., and strict enforcement of "decoupling" policies could significantly increase export costs for Chinese battery companies [8]. - Chinese battery manufacturers hold over 60% of the global market share and dominate processing of key resources like lithium and cobalt, facing challenges if the U.S. enforces a decoupling strategy [9]. - Chinese companies are accelerating overseas investments to mitigate trade barriers, with firms like CATL and Guoxuan High-Tech expanding their manufacturing presence in Europe [8]. Impact on South Korean Battery Industry - South Korean battery manufacturers, such as LG Energy Solution and SK On, are at risk of losing subsidy eligibility due to their reliance on Chinese supply chains, which could lead to significant profit reductions [11]. - For instance, LG Energy Solution could see a 30% decrease in profits if subsidies are removed, while SK On may shift from profit to loss [11]. - Investment plans in North America are being delayed, with companies considering lower-cost regions like Mexico or Europe for new facilities [13]. Industry and Policy Controversies - There is opposition from the U.S. clean energy sector, with companies like Siemens and Hyundai warning that subsidy cuts could lead to investment losses and job reductions [16]. - Environmental organizations criticize the subsidy reductions, predicting an increase in greenhouse gas emissions and higher household energy costs [16]. - The competitive landscape may shift, with Tesla potentially gaining an advantage due to its cost control and local supply chain strategies, while emerging brands like Rivian and Lucid could be marginalized [17]. - Despite policy barriers, there remain opportunities for collaboration between Chinese and South Korean companies in battery technology and resource procurement [17].

湖南金凯循环科技股份有限公司成立于2016年5月，专业从事废旧锂电池、动力电池、含锂废料及镍 钴废料的处置及回收利用，粗制锂盐提纯、锂化合物、镍化合物、钴化合物、锰化合物等锂电相关产品 研发、制造、销售。是国家高新技术企业，国家专精特新"小巨人"企业、工信部《新能源汽车废旧动 力蓄电池综合利用行业规范》白名单企业。 公司目前设立耒阳和长沙两个生产基地。耒阳拟投资30亿，占地300亩，年产碳酸锂25700吨、磷酸 铁127990吨，单水氢氧化锂6000吨、硫酸镍和氯化镍分别为9533吨和5000吨、硫酸钴和氯化钴分 别为5044吨和5500吨、硫酸锰和氯化锰分别为3749吨和1500吨。2022年9月公司于长沙铜官循环 经济产业园区设立全资子公司——长沙金凯循环科技有限公司。长沙基地占地300亩，拟投资50亿， 计划产能30000吨碳酸锂，并配套产出磷酸铁、硫酸镍、硫酸钴、硫酸锰等产品。 进固态电池群 ，加小编微信：13248122922 -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 金凯循环、长沙晚报 长沙晚报消息，金凯循环项目一期生产 ...

高倍率性能：充放电性能更优 该产品通过前驱体纳米化和体相掺杂等工艺，使得锂离子晶体结构更均匀、传输路径更短、迁 移速率更快和导电性能更好。从而实现了优秀的快速瞬间充放电性能，其1C充放电容量分别达 到1 6 0mAh / g以上和1 4 5mAh / g以上，较原有产品提升7 . 6%，高倍率性能特别适用于需要大马力 输出的重卡商用车市场。 -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：常州锂能 LBM COMPANY NEWS 伴随着全球新能源市场的蓬勃发展，磷酸铁锂电池作为新能源汽车和储能系统的重要组 成部分，其性能和技术创新一直是电芯厂家关注的焦点。锂源科技始终致力于正极材料 的基础研究与技术创新。 近日，锂源在正极材料领域取得重要进展，正式发布了一款针 对低温和高倍率需求的正极材料新品——T2 4 6，这款产品不仅保留了铁锂1号产品在低温 性能方面的技术优势，更在倍率性能上实现了新的突破 ，标志着锂源科技在特定技术方 向上的持续探索将重新定义磷酸铁锂电池性能边界。 综合性能优：低温续航双兼顾 目前的动力电池市场，低温和续航一直是"鱼和熊 ...

Core Viewpoint - 中创新航 has entered into a joint venture agreement with Handan City Investment Group and Handan City Urban Operation Group to establish a new company with a registered capital of RMB 4 billion, marking a significant strategic move in its business expansion [6][7]. Group 1: Joint Venture Agreement - The joint venture will have a registered capital of RMB 4 billion, with 中创新航 holding 60% and contributing RMB 2.4 billion, while the Handan parties will hold 40% and contribute RMB 1.6 billion [6]. - The new company will be considered a subsidiary of 中创新航, and its financial performance will be consolidated into the group's financial statements [6]. Group 2: Recent Developments - On May 24, 中创新航 announced its involvement in the large-scale solar-storage integrated project in Latin America, specifically the Chile Tarapacá Aurora project, which is expected to deliver 600 GWh of renewable electricity annually [7]. - This project is one of the largest solar-storage projects in Latin America and aims to meet the annual electricity needs of 200,000 households, serving as a benchmark for energy transition in Chile [7]. - The project utilizes 中创新航's 314Ah Gen2.0 energy storage cells, which were first showcased at the 2025 Munich Energy Storage Exhibition, highlighting the company's global technology integration [7].

-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：企业官微 驻摩洛哥王国大使馆经济商务处消息显示，据《今日摩洛哥》杂志报道，国轩高科摩洛哥子公司"Gotion Power Morocco"近日宣布， 正式启动建设非洲首个大型电动汽车电池工厂，位于盖尼特拉大西洋自贸 区，标志着摩洛哥跻身先进能源工业时代。 会议详情 I C C S I N O END 项目一期将直接创造2300个就业岗位，并带动运输、物流、配套中小企业等数百个间接岗位。二期将与摩 洛哥政府协商将产能提升至40GWh，但未公布具体时间表。除电池生产外，该工厂还将生产正极和负极 材料，大部分产品计划出口欧洲，已收到多家欧洲汽车制造商的订单。 追溯来看，2023年6月1日，据摩世界新闻网报道，摩洛哥政府计划与中国电池制造企业国轩高科合作， 在摩建设电动汽车电池和储能系统超级工厂，并在摩签署谅解备忘录。历时1年的协议磋商谈判，上述电 池工厂投资项目的全部内容最终确定。 2024年6月6日，摩洛哥政府和国轩高科于摩洛哥首都拉巴特签署战略投资协议，将在摩洛哥打造一个新 能源电动汽车电池的超级工厂 ...