Group 1 - The article presents a detailed distribution map of the global lithium battery industry, covering the entire supply chain from raw materials to end applications [2] - The distribution map includes major lithium battery industry clusters in regions such as China, North America, Europe, Japan, and Southeast Asia [2] Group 2 - The distribution map is available for free to those who share the article on their social media and contact the editor [3] - The distribution map is being dispatched in order of registration [4]

Core Viewpoint - The company is advancing its all-solid-state battery technology, moving from laboratory to pilot production, with plans to scale up production capacity significantly by 2026 [1][2]. Group 1: All-Solid-State Battery Development - The company announced that its all-solid-state battery has progressed to the pilot production stage, with a target capacity of 0.2 GWh for the sulfide all-solid-state battery pilot line by the end of this year [1]. - The company plans to deliver 60Ah sulfide all-solid-state batteries to strategic partner customers and has gained interest from several well-known new energy vehicle manufacturers [1]. - The company aims to expand its all-solid-state battery production capacity to GWh level by 2026 based on customer feedback and strategic planning [1]. Group 2: Technical Specifications - The all-solid-state battery utilizes a high nickel ternary + soft package + stacking process, achieving an energy density exceeding 400 Wh/kg and has entered the testing phase [1]. - The solid-state electrolyte has passed various safety tests, demonstrating self-shutdown capabilities in the event of thermal runaway [1]. - The company is also developing an oxide/polymer composite all-solid-state battery, which can reach an energy density of 500 Wh/kg, and has completed the development of compatible composite electrolyte materials [2].

Core Viewpoint - The global energy storage shipment volume is projected to reach 210.6 GWh in the first half of 2025, indicating significant growth in the energy storage sector [1]. Group 1 - The global energy storage shipment volume for 2025H1 is estimated at 210.6 GWh [1].

Core Viewpoint - The global energy storage battery market is experiencing significant growth, with a projected shipment of 258 GWh in the first half of 2025, representing a year-on-year increase of 106% [1]. Group 1: Market Overview - Domestic manufacturers are expected to ship 252 GWh, showing a year-on-year growth of 109%, while overseas manufacturers are projected to ship 6 GWh, with a growth rate of 42.5% [1]. - Leading players such as Hicharge Energy, BYD, and China Innovation Aviation are seeing rapid growth, with their shipment volumes nearing 90% of last year's total in the first half of the year [1]. Group 2: Competitive Landscape - The market is characterized by a dominance of CATL, with strong competition from companies like EVE Energy, Hicharge Energy, and BYD [3]. - Major companies are increasingly adopting integrated development strategies, with a growing share of self-owned energy storage systems, particularly BYD [3]. Group 3: Emerging Markets - Significant acceleration in the delivery of large-scale energy storage projects in emerging markets is noted, including projects like BYD's 12.5 GWh in the Middle East and collaborations in Chile [4]. - Traditional markets are influenced by regulatory changes, such as China's 136 document leading to an early rush for installations, and the U.S. experiencing stockpiling due to the IRA Act [4]. Group 4: User Side Developments - The commercial sector in China is primarily focused on profit from peak-valley price differences, but recent policy changes have led to a cautious market sentiment [6]. - New commercial scenarios, such as solar-storage charging and data centers, are witnessing rapid growth despite traditional market challenges [6]. Group 5: Policy Support in Europe - European commercial and residential storage markets are benefiting from substantial subsidy policies, with the Netherlands allocating €100 million for battery storage projects [7]. - Belgium offers a 40% tax deduction for investments in solar and storage systems, the highest in its history, while Greece's subsidy program supports up to 50% for businesses installing storage systems [8].

Core Viewpoint - The article highlights the significant growth in the energy storage market in the first half of 2025, with a notable increase in project bidding and awarded contracts, indicating a robust demand for energy storage systems in China [1][4][9]. Project Statistics - In the first half of 2025, a total of 383 energy storage systems, EPC, and PC projects were recorded, with a combined bidding scale of 47.71GW/194.69GWh, representing year-on-year increases of 104.2% and 182.7% respectively [1]. - The distribution of project types includes grid-side projects (56.7%), centralized procurement projects (28.0%), power-side projects (11.4%), and user-side projects (3.9%) [1]. Technology Trends - The first half of 2025 saw a diverse range of new energy storage technologies, with 26 different project types including compressed air, sodium batteries, all-vanadium flow batteries, iron-based flow batteries, semi-solid, and solid-state batteries, totaling a scale of 1962.5MW/8218.604MWh [3]. Major Projects - The largest project recorded was the 300MW compressed air energy storage demonstration project in Gansu, with a scale of 300MW/1800MWh [4]. - Two significant semi-solid projects were announced by Junyue Energy, each with a scale of 200MW/800MWh [4]. Market Dynamics - The first half of 2025 experienced a stable market structure, with a total of 335 awarded projects and a combined scale of 36.36GW/167.72GWh, reflecting year-on-year increases of 94.9% and 198.5% respectively [4][11]. - The market saw a surge in demand in May due to the urgency to meet the May 31 deadline for existing subsidy policies, leading to a concentrated bidding activity [5]. Leading Companies - The top ten companies in the domestic energy storage system bidding for the first half of 2025 included CRRC Zhuzhou, Haibo Sichuang, Sungrow, BYD, and others, with CRRC and Haibo maintaining strong market positions [9][10]. Pricing Trends - The prices of energy storage systems have shown a downward trend, with the average bid price for 2-hour storage systems around 0.5元/Wh, and specific project bids ranging from 0.37元/Wh to 0.696元/Wh depending on the project scale and type [13][17][18]. - Despite the oversupply of energy storage cells, high demand has prevented significant price drops, with the lowest price for 314Ah cells at 0.22元/Wh [13][14]. EPC Pricing - The average bid price for EPC projects remained around 1元/Wh, with the highest bid recorded at 1.696元/Wh for a 300MW/600MWh independent storage project [19].

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~ 资料显示，深圳易储主要从事独立共享式储能电站项目的投资、建设和运营，该公司2024 年5月成立以 来，已在河北威县、广东和平县、山西榆社县等地启动多个独立共享储能电站项目，总投资超36亿元。其 中，山西榆社16亿元储能项目采用先进系统设计，预计年产值2亿元、年税收超千万元。 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~ END 公告称， 报告期内，锂盐及锂电池产品销售价格持续下跌，尽管公司电池板块产能有序释放、销售增长， 但整体经营业绩仍受到冲击，并计提了存货等相关资产减值准备。 目前，赣锋锂业陷入业绩亏损的"困境"。2024年，公司全年营收189亿元，同比下滑42.66%，归母净亏 损达20.74亿元，同比下降141.96%；2025年第一季度营收37.72亿元，同比下降25.43%，净利润亏损 3.56亿，同比增长18.93%。在业绩承压之际，赣锋锂业正通过储能业务布局寻求新的突破。 7月15日，赣锋锂业旗下储能公司深圳易储又成立了新公司 ...

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Core Viewpoint - Jiangsu Weili Energy Technology Co., Ltd. is investing 500 million yuan to establish a headquarters project for the repair of lithium iron phosphate battery cathode materials, with an annual processing capacity of 30,000 tons [1] Group 1: Project Overview - The project is located in the Lishui Economic Development Zone and aims to meet the rapidly growing market demand for lithium iron phosphate battery materials [1] - The headquarters will include a production line for repaired lithium iron phosphate, a battery research and development center, and a testing center, serving as the core hub for technology research and large-scale production [1] Group 2: Financial and Employment Impact - The first phase of the project is expected to be operational by the end of 2025, with an anticipated annual revenue of 550 million yuan [1] - The project will create over 200 new jobs, contributing to local employment [1]

Core Viewpoint - Phosphate iron lithium batteries are solidifying their core position in the power battery and energy storage sectors due to high safety, low cost, and long cycle life [1] Group 1: Power Battery Market - In the first half of 2025, China's cumulative power battery installation reached 299.6 GWh, a year-on-year increase of 47.3% [2] - Among this, phosphate iron lithium batteries accounted for 244.0 GWh, representing 81.4% of the total installation, with a year-on-year growth of 73.0% [2] Group 2: Energy Storage Market - Global energy storage battery production in the first half of 2025 reached 258 GWh, a year-on-year increase of 106%, with phosphate iron lithium materials accounting for over 95% [2] Group 3: Expansion Trends - Despite current losses, many companies are not deterred and are initiating a new wave of global expansion in phosphate iron lithium production in 2025 to meet surging terminal demand [2] - Over 1.5 million tons of phosphate iron lithium materials are expected to be built and put into production by the end of 2026 [2][6] Group 4: Characteristics of Current Expansion - The current expansion wave features significant overseas factory construction [3] - New entrants have emerged alongside a few dominant players, indicating a shift in market dynamics [3] - The focus is not only on new phosphate iron lithium production lines but also on upstream resource support [3] - Lesser-known processes like oxalic iron and red iron are becoming key players in the expansion [3] - Companies are prioritizing securing future order volumes with clients before committing to expansion [4]

Group 1 - The article presents a detailed distribution map of the global lithium battery industry, covering the entire supply chain from raw materials to end applications [2] - The distribution map highlights four major lithium battery industry clusters located in China, North America, Europe, and Northeast Asia [2] Group 2 - The distribution map is available for free to those who share the article on their social media and contact the editor [3] - The distribution map is currently being dispatched in order of registration [4]