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 ...

END 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~ 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 ：鑫椤锂电 ...

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]

从覆盖行业角度，本分布图细致入微地描绘了全球锂电产业从原材料、四大主材、电池制造到终端 应用的全链条生态。从覆盖地域角度，本分布图包含中国、北美、欧洲、日韩东南亚四大锂电产业 主要聚集区。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤固态电池 资讯~ 2025年全球锂电产业链分布图 I C C S I N O 分布图内容 分布图尺寸：1.5米X1米 分布图领取资格 转发本文到朋友圈 ，添加小编免费领取， 13248122922 （微信同）。 分布图快递详情 正在按照登记顺序，依次派发中...... 分布图领取 ▼ ...

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]

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~ 大连泰星能源有限公司（PPEDL，简称"大连泰星"）成立于2014年12月，由日本泰星能源解决方案有限 公司（ppes）和大连辽无二电器有限公司共同出资设立，前者持股80%，后者持股20%。 大连泰星此前已相继在大连投资三期混合动力汽车电池项目，此次开工的泰星能源纯电汽车电池项目，总 投资37亿元，占地面积约23万平方米，达产后预计实现年产值40亿元。 大连泰星母公司PPES的车载电池已应用于870万台混合动力（HEV）、插电式混合动力（PHEV）及纯电 动（BEV）车型。 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 本文来源 ： 综合自 日经新闻、大连日报、大观新闻等 据日经新闻报道，丰田的电池开发和制造子公司Prime Planet Energy & Solutions（ 日本泰星能源解决 方案株式会社 ，简称PPES）7月15日透露， 该公司将在中国生产纯电动汽车的车载电池，在辽宁省大连 市建设新的电池厂房，投资额达到37亿元 ...

Core Viewpoint - Shanghai Weitai Industrial Automation Co., Ltd. plans to acquire 51% of Shanghai Zijiang New Material Technology Co., Ltd. for 546 million yuan, constituting a major asset restructuring and related party transaction [1][2]. Group 1: Transaction Details - The acquisition will make Zijiang New Material a subsidiary of *ST Weitai [2]. - Zijiang New Material specializes in the research, production, and sales of aluminum-plastic film for power storage and 3C digital soft-pack lithium batteries [2]. Group 2: Client Relationships - In 2021, Zijiang New Material generated 115.77 million yuan in sales revenue from BYD, accounting for 31.59% of its total revenue, making BYD its largest customer [2]. - Contemporary Amperex Technology Co., Limited (CATL) was the second-largest customer, contributing 13.63% to Zijiang New Material's revenue [2]. - Following the transaction, CATL will no longer hold shares in Zijiang New Material, opting to cash out [2]. Group 3: Corporate Structure and IPO Plans - Zijiang New Material is a subsidiary of Zijiang Enterprise, which is controlled by the actual controller of *ST Weitai, Shen Wen [2]. - Zijiang Enterprise's plan to spin off Zijiang New Material for an IPO on the Growth Enterprise Market was accepted in June 2022, but the plan was terminated in December 2023, with intentions to list on the New Third Board instead [2]. - The termination of the IPO was attributed to the need for coordinated business development and capital operation planning for Zijiang New Material [2].

Core Viewpoint - Wanrun New Energy (688275.SH), a leading company in cathode materials, has decided to terminate its investment project in Wuhan, which was planned to involve approximately RMB 5 billion for the establishment of a research and industrialization base for lithium-ion, sodium-ion, solid-state batteries, and hydrogen storage materials [1][1][1] Group 1 - The investment intention agreement with the Wuhan Chemical Industry Zone Management Committee was signed in July 2023 and had a validity period of 2 years, which has now expired without any project initiation [1][1] - The termination of the investment project is a cautious decision made by the company, taking into account market conditions, development strategy, and actual circumstances [1][1][1] - The company emphasizes that this decision aims to reduce investment risks and improve operational efficiency, and it will not adversely affect the development of existing business or harm the interests of shareholders, especially minority shareholders [1][1][1]

Core Viewpoint - CATL has secured a significant supply agreement with Vanda RE for a total of 2.2 GWh of battery energy storage systems, marking a strategic expansion in Southeast Asia's renewable energy sector [1][3]. Group 1: Project Details - The project, located in the Riau Islands of Indonesia, includes the development of a solar and storage project with a planned 2 GW solar power plant and a 4.4 GWh energy storage system, which will become one of the largest integrated solar-storage projects in Southeast Asia [3][4]. - The battery storage systems will be produced at CATL's factory in West Java, Indonesia, which has a total battery production capacity of 15 GWh [3][4]. - This project is part of the Indonesia-Singapore "Green Economy Corridor," highlighting its strategic importance in regional energy interconnection [3][4]. Group 2: Market Position and Performance - CATL's overseas energy storage orders have reached 47.6 GWh since 2025, reflecting a growing demand for clean energy solutions globally [4]. - According to SNE data, CATL is projected to hold a 36.5% global market share in energy storage battery shipments in 2024, maintaining its position as the market leader for four consecutive years [4]. - In 2024, CATL's energy storage battery system sales are expected to reach 93 GWh, contributing approximately 57.29 billion yuan to the company's total revenue, which accounts for 15.83% of total revenue [4]. Group 3: Industry Growth Trends - The global energy storage market is experiencing rapid growth, with a projected 42.2% increase in new installations in 2025, reaching 266 GWh [5]. - In the first half of 2025, the global battery storage system market added 86.7 GWh of new capacity, representing a 54% increase compared to the same period in 2024 [5]. - The growth rate of the energy storage market is exceeding industry expectations, indicating a new phase of accelerated expansion [5].

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 近日，义乌市生态环境分局发布公示， 浙江欣旺达动力电池生产基地项目二期环评文件获受理。 这是欣 旺达在浙江的又一次落子，将进一步做大做强新能源产业集群，为浙江新能源产业发展注入强劲动能。 项目由浙江欣旺达动力电池有限公司投建，占地面积约192750.13m²，新建电极材料库、电芯车间、分 容车间等专业电池生产车间，模组依托一期模组车间以及引进相关电池生产设备， 建设后形成年产 20GWh新能源动力电池的生产能力。 欣旺达联手义乌国资 浙江欣旺达动力电池有限公司于2022年成立，坐落于浙江省浙江省金华市义乌市，由欣旺达动力科技股 份有限公司和浙江义欣动力电池有限公司共同持股。 后者背靠义乌国资，两大股东分别是义乌市数智产业 发展集团有限公司与义乌市产业投资发展集团有限公司。 公司成立后，欣旺达与义乌国资联手在当地投建了"浙江义欣新能源动力电池生产基地项目"。 据介绍，该项目拟建年产50GWh新能源动力电池生产基地，项目规划用地约1300亩，总投资213亿元， 分两期实施。 项目主要由一期厂区、二期厂区 ...