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 据证监会官网显示， 广东恒翼能科技股份有限公司 （简称 "恒翼能"） 于 2025 年 9 月 8 日启动上市辅导， 申万宏 源证券承销保荐有限责任公司担任辅导机构。 | 广东恒翼能科技股份有限公 申万宏源证券承销保荐有限 2025-09- | | | 辅导备案 | 广东证监局 辅导备案报告 | | 关于广东恒翼能科 ... | | --- | --- | --- | --- | --- | --- | --- | | 辅导对象 司 责任公司 | 辅导机构 | 备案时间 08 | 辅导状态 | 派出机构 | 报告类型 | 报告标题 | | 辅导 协 议 签署时间 | | 2025年9月2日 | | | --- | --- | --- | --- | | 辅导机构 | | 申万宏源证券承销保荐有限责任公司 | | | 律师事务 所 | | 北京市中伦律师事务所 | | | 会计师事 | | 容诚会计师事务所(特殊普通合伙) | 2 公众号 · 锂电派 | | 务 | 所 | | | 会议详情： 会议主办 ...

Core Views - Ningde Times has signed two significant strategic cooperation agreements with Li Auto and China Huaneng, aiming to enhance battery technology and expand business operations in the electric vehicle and energy sectors [1][2][3] Group 1: Cooperation with Li Auto - On September 18, Ningde Times and Li Auto signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology [1] - Ningde Times will provide high-performance battery systems for all Li Auto products, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [1] - Li Auto has delivered over 1 million vehicles equipped with Ningde Times batteries, with no incidents of thermal runaway due to battery issues [1] Group 2: Cooperation with China Huaneng - On September 17, Ningde Times signed a strategic cooperation agreement with China Huaneng, the second-largest power generation group globally [2] - The collaboration will leverage both companies' strengths in product manufacturing, renewable energy, energy storage construction and operation, scientific research innovation, and nuclear power industry [3] - The partnership aims to contribute to the construction of a new energy system and a new power system in line with national strategic needs [3]

Core Viewpoint - Panasonic Holdings Corp. is set to launch its first solid-state battery samples by March 2027, targeting the next-generation battery market for robotics and other devices [1][2]. Group 1: New Battery Technology - The company plans to initially apply its new solid-state batteries in industrial robots and tire pressure monitoring systems, particularly in high-temperature environments [1]. - Panasonic aims to eliminate the battery anode during the manufacturing phase, enhancing energy density through innovative technology, with a goal of achieving "world-leading" battery capacity by the end of 2027 [1][2]. - If successful, the new technology could increase battery capacity by 25%, potentially extending the range of Tesla's best-selling Model Y by nearly 90 miles (approximately 145 kilometers) [1]. Group 2: Cost and Material Considerations - Panasonic intends to reduce the proportion of nickel in its batteries due to the high cost of nickel [3]. - It remains unclear whether this technology will help Tesla lower prices, as Panasonic has not disclosed details regarding manufacturing costs [4].

Group 1 - The article discusses a detailed distribution map of the global lithium battery industry, covering the entire supply chain from raw materials to end applications [3] - The distribution map measures 1.5 meters by 1 meter and includes major lithium battery industry clusters in regions such as China, North America, Europe, Japan, South Korea, and Southeast Asia [3] - The map is available for free to those who share the article on their social media and contact the editor [4] Group 2 - A conference hosted by Xinluo Information is scheduled for November 12-13, 2025, in Shanghai, China [9] - The conference aims to gather industry professionals and stakeholders to discuss developments in the lithium battery sector [9]

Core Insights - BYD launched its new energy storage system "Haohan" at the 2025 International Digital Energy Exhibition in Shenzhen, marking a significant advancement in energy storage technology [1][3]. Group 1: Product Features - The "Haohan" system features a 2710Ah dedicated blade battery, achieving the highest capacity globally, with a capacity increase of over 300% compared to conventional storage batteries [3]. - The minimum unit capacity of "Haohan" is 14.5MWh, with a volumetric energy density of 233.8 kWh/m³, which is 51.4% higher than the industry average [5]. - In a standard 20-foot container, "Haohan" can achieve an impressive capacity of 10MWh, surpassing the mainstream industry level of 6-7MWh [5]. Group 2: Efficiency and Design - The volumetric energy density coefficient (Vcts) of "Haohan" reaches a global high of 52.1%, representing a 39.7% improvement over the industry standard [5]. - The high-density integration allows for significant practical benefits; for a 1GWh energy storage station, only 69 units of "Haohan" are needed, reducing the number of containers required by 52% compared to traditional solutions [5]. - The design philosophy of "Haohan" emphasizes simplicity, utilizing fewer boxes, smaller footprint, and a more straightforward management structure, pushing system integration to a new level [5].

Group 1 - The core viewpoint of the article highlights the establishment of Times Qiji New Energy Technology (Yinchuan) Co., Ltd. with a registered capital of 20 million yuan, focusing on the sales of charging piles, new energy vehicles, and battery components [1][2] Group 2 - The company is wholly owned by CATL (Contemporary Amperex Technology Co., Limited) through its subsidiary Times Qiji Green Energy Technology (Shenzhen) Co., Ltd. [2]

Core Viewpoint - The article highlights significant growth in the global lithium battery and related materials market, with various segments showing substantial year-on-year increases in production and sales, driven by rising demand for electric vehicles and energy storage solutions. Group 1: Global Battery Production Statistics - In August 2025, global battery production reached 198.42 GWh, a year-on-year increase of 50.31% [1] - From January to August 2025, global lithium battery production totaled 1373.53 GWh, reflecting a year-on-year growth of 48.86% [1] - Global energy storage battery production in August 2025 was 54.45 GWh, up 64.5% year-on-year, with a cumulative production of 345.73 GWh from January to August, marking an 81.75% increase [1] Group 2: Material Production Statistics - Global lithium iron phosphate production in August 2025 was 33.85 million tons, a year-on-year increase of 61.72%, with a cumulative production of 230.45 million tons from January to August, up 65.69% [2] - Global ternary material production in August 2025 was 9.61 million tons, a year-on-year increase of 16.48%, but cumulative production from January to August decreased by 0.23% to 63.76 million tons [3] - Global anode material production in August 2025 was 26.3 million tons, a year-on-year increase of 45.7%, with a cumulative production of 180.74 million tons from January to August, up 35.76% [4] - Global electrolyte production in August 2025 was 20.4 million tons, a year-on-year increase of 38.77%, with a cumulative production of 139.07 million tons from January to August, reflecting a 43% increase [5] - Global separator production in August 2025 was 2.774 billion square meters, a year-on-year increase of 36.65%, with a cumulative production of 19.734 billion square meters from January to August, up 36.64% [5] Group 3: Automotive Industry Growth Plans - The Ministry of Industry and Information Technology and eight other departments issued a plan aiming for approximately 32.3 million vehicle sales in 2025, a year-on-year growth of about 3%, with new energy vehicle sales projected at around 15.5 million, up 20% [1] Group 4: Market Conditions for Lithium Battery Materials - The domestic lithium carbonate market price fluctuated between 72,000 to 74,000 yuan per ton, with procurement activity increasing due to pre-holiday stockpiling [8] - The ternary material market price remained stable, with recent uncertainties in raw material supply affecting prices [9] - The domestic phosphoric iron lithium market price remained stable, with significant agreements signed for future supply [10] - The anode material market is experiencing strong demand, with potential price increases anticipated [11] - The separator market price is stable, with leading companies maintaining high production levels [13] - The electrolyte market is also stable, with expectations of price increases due to tight supply [15] Group 5: Demand in Lithium Battery Downstream Markets - The lithium battery market is maintaining high operating rates, with production expected to peak around late October [16] - New energy vehicle sales reached 268,000 units last week, with a penetration rate of 59.6% [18] - The energy storage market is projected to reach 140 GW of installed capacity this year, closely approaching the target of 180 GW [19]

Core Viewpoint - The article emphasizes the rapid growth and increasing demand for silicon-based anode materials in the context of the global energy transition and the rise of new industries such as electric vehicles and AI, highlighting the potential of silicon-based anodes to revolutionize lithium-ion battery technology [4][5]. Industry Overview - The global production of pure silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a 76% year-on-year increase [4]. - The market for silicon-based anodes is expanding, particularly in consumer electronics and power tools, with expectations for significant growth in the power battery sector as breakthroughs in porous silicon-carbon technology occur [4][5]. Market Projections - By 2028, the production of silicon-based anodes is projected to reach 25,300 tons, with a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. - The article notes that the demand for high energy density anode materials is driven by increasing requirements for fast charging and extended range in electric vehicles [5]. Challenges and Innovations - Despite the promising outlook, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient industry chain collaboration [5]. - The article calls for technological innovation and ecosystem restructuring to overcome these challenges [5]. Upcoming Forum - A summit titled "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information, aiming to gather experts and industry representatives to discuss technological trends and challenges in silicon-based anodes and solid-state batteries [5][6]. - The agenda includes discussions on product development bottlenecks, cost reduction strategies, and large-scale preparation challenges for silicon-based anodes [7][8].

Core Viewpoint - Ningde Times has signed multiple projects at the 2025 World Energy Storage Conference, indicating a strong commitment to expanding its capabilities in renewable energy and battery production [1][3]. Project Summaries - Ningde Times signed a contract with the Dongqiao Economic and Technological Development Zone Management Committee for the "Ningde Times 21st Century Innovation R&D and Pilot Test Base Project," with a total planned investment of 2 billion yuan, focusing on 16 pilot projects including next-generation thin-film solar cells and key materials for new energy batteries [3]. - A new production line for next-generation new energy batteries will be established in Biaocheng District, covering approximately 900 acres, with a total planned investment of 6.5 billion yuan and a planned capacity of 40 GWh [3]. - Additionally, a project for a new generation of shaped consumer batteries will also be built in Biaocheng District, occupying about 260 acres, with a total planned investment of 2.9 billion yuan for the construction of 6 production lines for next-generation shaped lithium-ion batteries [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： 滁州市生态环境局 滁州市生态环境局发布星科能源科技（安徽）有限公司年产3GWh全固态电池研发生产项目环境影响报告表批前公示。 建设单位： 星科能源科技（安徽）有限公司 项目投资： 总投资10亿元，其中环保投资400万元，占比0.4% 项目概况： 项目占地面积约200亩，总建筑面积113054平方米，计容建筑面积161606平方米：其中，一期占地面积 约80.55亩，总建筑面积53190.08平方米，计容建筑面积67470.08 平方米。二期占地面积约119.45亩，总建筑面积 59863.92平方米，计容建筑面积94135.92平方米；建设年产3GWh全固态电 池电芯及3GWh全固态电池模组生产 线， 一期总产能为0.6GWh ，二期总产能为2.4GWh。 本项目主要进行项目一期建设，二期建设另行环评。 会议详情： 项目名称： 年产3GWh全固态电池研发生产项目（一期） 建设地点： 滁州市琅琊区铜陵路与拖锹岭路交叉口东南侧 END 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） ...