鑫椤锂电
Search documents
1400亿电池巨头工厂停产被卖!
鑫椤锂电· 2025-07-07 01:04
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~ -广告- Lyten 首席执行官兼联合创始人丹・库克在一份声明中表示:"我们计划立即重启波兰工厂的运营,并履行现有及新的客户订单。" 这座位于波兰格但斯克、面积达 25,000 平方米(269,000 平方英尺)的电池储能系统生产及研发设施于 2023 年投入使用。 Lyten 在声明中称,该设施配备的设备可实现高达 6 吉瓦时的储能生产能力,且未来有扩至 10 吉瓦时的空间。此外,该公司已获得延续至 2026 年的合同订单。 这笔交易预计将在第三季度完成,其财务条款尚未披露。 2025(第三届)中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 本文来源:企业公告 美国硅谷初创企业 Lyten 周二表示,将全面收购 Northvolt Dwa ESS—— 这座欧洲最大的储能系统工厂,此举旨在扩大其产品线。 Northvolt 于今年 3 月申请破产,这是瑞典规模最大的企业破产案之一,实际上也让欧洲打造能与中国电池制造商抗衡的竞争对手的最大希望化为泡影。该公司去 年 11 月宣布关闭这座工厂。在胡润研究院 ...
攀登储能安全新高度!瑞浦兰钧储能产品通过大规模火烧测试
鑫椤锂电· 2025-07-05 01:50
Core Viewpoint - REPT BATTERO has successfully passed a large-scale fire test for its 5MWh energy storage battery cabinet, demonstrating its ability to prevent thermal runaway and setting a new safety benchmark in the energy storage industry [21][22]. Group 1: Test Overview - The fire test involved a fully charged 5MWh battery cabinet that burned continuously for 14 hours, simulating five types of composite fire scenarios [21][22]. - The test was conducted under extreme conditions, with the battery storing maximum energy and exhibiting high chemical activity, which significantly increases the risks associated with thermal runaway [22][23]. Group 2: Testing Methodology - Ignition was triggered using a combination of internal heating and external propane flame injection, creating a realistic simulation of catastrophic accident scenarios [23]. - The test design included a rigorous setup that removed active fire suppression systems, relying solely on the battery cabinet's passive safety features to manage the fire [13][20]. Group 3: Safety Performance - The test successfully prevented the spread of thermal runaway, with the highest flame temperature reaching 1380°C while maintaining the internal temperature of adjacent battery cells below 57°C, indicating effective thermal management [7][20]. - The testing apparatus was designed to simulate the harshest fire scenarios, adhering to multiple core safety standards, including CSA/ANSI C800:25, NFPA 855, and UL 9540A [22]. Group 4: Data Collection and Analysis - Over 600 temperature monitoring points were deployed during the test, allowing for comprehensive data collection on the fire's behavior and the battery's performance [20]. - Post-test inspections revealed that the battery cabinet's structural integrity remained intact, with no collapse or significant damage, further validating the product's safety design [20].
鑫椤锂电一周观察 | 2025H1磷酸铁锂产量同比增长66.6%
鑫椤锂电· 2025-07-04 09:14
Group 1: Phosphate Iron Lithium Market Overview - In the first half of 2025, phosphate iron lithium production reached 1.632 million tons, a year-on-year increase of 66.6% [3] - Hunan Youneng holds approximately 30% market share, leading the first tier of companies, while other companies like Wanrun New Energy and Defang Nano have market shares between 5%-10% [3] - Top 10 companies such as Anda Technology and Dangsheng Technology saw production growth exceeding 200%, while others like Youshan Technology and Fulin Shenghua surpassed 100% [3] Group 2: Battery Factory Developments - CATL and an Indonesian battery company have officially commenced construction of a joint battery factory in West Java, Indonesia, with an initial capacity of 6.9 GWh expected to be operational by the end of 2026 [4] - The project, known as the "Dragon Project," aims to support the production of batteries for 300,000 electric vehicles, with potential expansion to 40 GWh if additional production lines are approved [4] Group 3: Lithium Market Pricing Trends - Domestic lithium carbonate prices have shown fluctuations, with current prices ranging from 61,400 to 64,000 yuan per ton, influenced by market sentiment and supply conditions [8][9] - The price of phosphate iron lithium has slightly rebounded, currently priced between 29,900 and 31,000 yuan per ton, amid concerns of potential price reductions due to increased competition [10][11] Group 4: Strategic Agreements and Collaborations - Hainan Mining signed a lithium spodumene off-take agreement with LMLB, ensuring the sale of lithium spodumene from the Bukuni lithium mine project starting January 1, 2026 [5] - Fulin Precision and Sichuan Development Longmang have entered a cooperation framework agreement to establish a joint venture for high-pressure dense phosphate iron lithium projects [6] Group 5: Battery and Electric Vehicle Market Insights - In the latest week, domestic electric vehicle sales reached 296,000 units, with a penetration rate of 51.9% for new energy vehicles [17] - The domestic battery market remains stable, with expectations for demand to pick up in August, particularly in the energy storage sector [18]
碳酸锂:大跌3年,6月飞雪鸣不平?
鑫椤锂电· 2025-07-04 09:14
Core Viewpoint - The extreme cold wave in South America, particularly in Chile and Argentina, has not significantly impacted lithium carbonate production, despite adverse effects on agriculture [1][2]. Summary by Sections Weather Impact - A polar high-pressure system has caused severe cold in South America, leading to unprecedented snowfall in the Atacama Desert, known for being the driest desert globally [1]. Lithium Carbonate Export Data - In June, Chile's total lithium carbonate exports reached 14,619 tons, showing a month-on-month increase of 3.38% but a year-on-year decrease of 30.21%. Exports to China specifically dropped by 41.23% year-on-year [1]. Production Insights - The recent cold wave has had a minimal effect on lithium carbonate production. The low shipment volumes in the past two months are attributed more to a significant drop in domestic lithium prices, which has dampened downstream purchasing enthusiasm, rather than the winter weather itself [2].
宁德时代启动招聘,冲击海外项目?
鑫椤锂电· 2025-07-04 06:26
据韩国媒体 edaily 6月26日报道, 宁德时代韩国子公司宁德时代韩国目前正在招聘经理和总经理(科长 部长) 级 的技术解决方案工程师, 主要任务是收集和分析海外ESS项目的技术要求、设计ESS解决方案 并准备招标文件、收集和分析当地市场的技术要求。 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~ -广告- 本文来源:科研云平台 END 事实上, 今年 1月,宁德时代已官宣将在韩国成立子公司,并加快其动力电池和储能电池业务的扩张。 报道指出,宁德时代此次 ESS人员招聘与韩国正在进行的大规模ESS项目不无关系。韩国业界认为,该项 目的启动,意味着未来韩国将重启大规模电池储能系统市 5月22日,韩国贸易、工业和能源部下属的韩国电力交易所宣布开启储能项目招标,计划在韩国全国范围 内引入540MW/3240MWh电池储能系统。项目要求运营企业在2026年之前建造储能系统,与电力交易 所达成为期15年的长期固定电价交易协议,并根据电力交易所的指示供应电力。这些储能所需的充放电时 间长达6小时。 这是韩国政府首次在全国范围内开展的第一个万亿韩元级项目,并计划在今年下半年进 ...
全资拿下非洲最大锂矿!
鑫椤锂电· 2025-07-04 06:26
Core Viewpoint - Ganfeng Lithium has successfully completed the acquisition of Mali Lithium, gaining 100% ownership, which enhances its lithium resource supply and profitability [2]. Group 1 - Ganfeng Lithium delivered the full payment for the acquisition of Mali Lithium shares and completed the equity transfer [2]. - Mali Lithium's Goulamina lithium spodumene project has commenced production with an annual capacity of 506,000 tons of lithium concentrate [2]. - The establishment of a shipping route for lithium ore exports from Mali to China marks a significant step in Ganfeng Lithium's resource layout in Africa, leading to stable and high-quality lithium resource supply [2].
600+参会名录曝光!剩余少量展位!7月9日/上海/固态电池大会
鑫椤锂电· 2025-07-04 06:26
Core Viewpoint - The article discusses the upcoming 2025 China Solid-State Battery Technology Development and Market Outlook Summit, highlighting its significance in the battery industry and the advancements in solid-state battery technology. Conference Details - The summit will take place on July 8-9, 2025, at the Shanghai Pudong Holiday Inn [1]. - The registration fee is 2600 yuan, with free registration available until July 7 [5]. Forum Topics - Various topics will be covered, including advancements in solid-state battery materials, industry trends, and product layouts from different companies [4]. - Notable speakers include researchers and executives from institutions like the Chinese Academy of Sciences and companies such as Shanghai Enjie New Materials Technology Co., Ltd. [4]. Attendee List - The attendee list features a diverse range of professionals from academia and industry, including researchers, managers, and executives from various companies involved in solid-state battery technology [8][10][12].
比亚迪巴西工厂迎首车下线!
鑫椤锂电· 2025-07-04 06:26
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~ 自2021年新能源乘用车进入巴西市场以来,比亚迪产品已赢得超过13万巴西家庭的青睐。今年第一季 度,比亚迪在巴西销量突破2万台,成为当地新能源汽车销量冠军。5月,比亚迪在巴西汽车品牌零售销量 排行中跃升第四,市占率达9.7%。 近年来,比亚迪积极拓展海外产业布局。截至目前,比亚迪新能源足迹已遍布六大洲、全球110多个国家 和地区。 上半年比亚迪海外销售超47万辆,同比增长132%,预计2025年全年海外销售将超过80万辆。 2025(第三届)中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 -广告- 本文来源:企业公告 当地时间7月1日, 比亚迪在巴西巴伊亚州卡马萨里举行巴西乘用车工厂首车下线仪式, 从破土动工到首 车下线仅仅用了15个月,将比亚迪全球化战略带入新的阶段。 比亚迪巴西乘用车工厂选址于萨尔瓦多大都市圈内的卡马萨里市。该市不仅是巴伊亚州重要的工业、经济 中心,更拥有完善的汽车产业链配套和成熟的港口物流基础设施。2023年7月,比亚迪宣布在此建设由三 座工厂组成的大型生产基地综合体,总投资额达 ...
重磅!京东正式入局“造车”!
鑫椤锂电· 2025-07-04 06:26
Core Viewpoint - JD Logistics has officially entered the autonomous vehicle sector with the launch of its self-developed unmanned light truck, JD Logistics VAN, which features significant advancements in logistics efficiency and cost reduction [2][4]. Group 1: Product Features - The JD Logistics VAN has a cargo space of 24 cubic meters, making it the largest unmanned light truck in the logistics industry, capable of replacing traditional 4.2-meter trucks for logistics shuttle and transfer operations [2]. - It supports a maximum range of 400 kilometers when fully loaded and is equipped with L4 level autonomous driving capabilities, allowing it to autonomously plan optimal routes and navigate complex traffic environments [2][4]. Group 2: Operational Efficiency - Compared to traditional transportation methods, the JD Logistics VAN can save approximately 60% in costs while significantly enhancing logistics operational efficiency [4]. - The vehicle's design incorporates a fully redundant automotive-grade system, ensuring high reliability and safety for L4 level autonomous driving [4]. Group 3: Environmental Impact - The electric drive system of the JD Logistics VAN reduces dependence on fossil fuels and lowers carbon emissions, contributing to environmental sustainability [4]. - The vehicle's intelligent scheduling and path optimization capabilities can effectively reduce urban traffic congestion and alleviate traffic pressure [4].
4.4GWh!阳光电源欧洲最大储能项目正在推进
鑫椤锂电· 2025-07-04 01:28
Core Viewpoint - EIG has established Fidra Energy, focusing on developing large-scale battery energy storage projects in the UK, aiming for a 10 GW platform by 2030 [2]. Group 1: Project Developments - Fidra Energy is developing three major battery storage projects in the UK: Thorpe Marsh (1.45 GW/3.3 GWh), Bicker Fen 1&2 (1.2 GW/2.4 GWh, in planning), and West Burton C (0.5 GW/1.1 GWh) [2]. - The Thorpe Marsh project is the largest battery storage project in the UK, with a capacity of 1.45 GW/3.1 GWh, located near a former coal power station and adjacent to a major substation [4]. - The West Burton C project, with a capacity of 0.5 GW/1.1 GWh, is situated in Nottinghamshire, near an existing gas power station and a proposed nuclear fusion site [6]. Group 2: Project Milestones - For the Thorpe Marsh project, key milestones include planning permission approval from Doncaster City Council in January 2025 and securing a 15-year contract for 1.4 GW capacity in the NESO T-4 auction in March 2025 [3][8]. - The West Burton C project is expected to finalize investment decisions by the end of 2025, with commercial operations anticipated in Q4 2027 [7][8].