Core Viewpoint - The company emphasizes the development potential of sodium-ion batteries, highlighting their advantages over lithium-ion batteries in terms of low-temperature performance, carbon footprint, and safety [1]. Group 1: Sodium-ion Battery Development - The energy density of sodium-ion batteries is slightly lower than that of lithium-ion batteries, reaching 175Wh/kg [1]. - Sodium-ion batteries can achieve a pure electric range of over 500 kilometers, addressing more than 40% of the domestic passenger car market demand [1]. - The company is actively developing sodium-ion batteries with clients, aiming for mass supply based on customer schedules next year [1]. Group 2: Market Potential - Sodium-ion batteries are expected to expand the application boundaries of new energy, particularly in cold weather markets [1]. - The compatibility of the sodium battery pack with standard battery and swap packages enhances its appeal to various automotive manufacturers [1].

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：综合自采招网、 寻乌县人民政府网 8月20日， 寻乌县行政审批局收到赣州宏锂环保科技有限公司提交的《关于赣州宏锂环保科技寻乌县磷酸铁锂正极材料项目环境影响报告表的批复申请撤销的 函》， 同意撤销该项目环评批复 文件 。 自公告之日起该项目环评批复文件即行作废。 该项目位于江西省赣州市寻乌县文峰乡，占地面积80000平方米，总投资55000万元， 原计划年产10000吨磷酸铁锂正极材料， 副产硫酸钠。项目利用石湾 环球陶瓷二期标准厂房及空地，建设内容包括生产车间、原料库、环保设施等，并采用磨粉、浸出、烧结等工艺。 2024年4月，寻乌县正式作出环评批复决定。 2025年8月19日，赣州宏锂环保科技提交《关于撤销环评批复的函》， 明确因 经营战略调整 和 产品市场行情下滑 ，已建成生产线不再投入生产， 项目不 再产生排污及危险废物。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） END ...

Core Viewpoint - Jianglai Advanced Manufacturing Technology (Anhui) Co., Ltd. has changed its registration status from active to cancellation, indicating a significant shift in its operational status and future prospects [1][3]. Company Overview - Jianglai Advanced Manufacturing Technology (Anhui) Co., Ltd. was established in March 2021 with a registered capital of 510 million RMB. The company was co-owned by NIO Inc. and Anhui Jianghuai Automobile Group Co., Ltd. [2]. Cancellation Announcement - The company announced its cancellation in June 2023, with the reason being a resolution to dissolve. The announcement period was from June 10 to July 24 [3]. Historical Context - NIO's partnership with Jianghuai dates back to 2016, where Jianghuai produced NIO's vehicles under a contract, requiring the vehicles to carry the "Jianghuai Automobile" branding. This partnership was crucial for NIO to achieve product mass production without having its own manufacturing qualifications [3]. Transition to Independent Manufacturing - By the end of 2023, NIO acquired production equipment and assets from Jianghuai, gaining independent manufacturing qualifications. This transition indicates that NIO will no longer rely on the contract manufacturing model [4]. Future Prospects - The dissolution of the joint venture is seen as a natural progression, as NIO has secured its manufacturing capabilities, while Jianghuai is pursuing a new luxury brand collaboration with Huawei, suggesting positive future trajectories for both companies [4].

Core Viewpoint - The article emphasizes the robust development momentum of the battery industry chain and the significant potential for growth driven by favorable policies and market demand [3][4][9]. Group 1: Industry Transformation - The "anti-involution" policy has led to profound changes in multiple key industrial sectors, including new energy vehicles, photovoltaics, and steel [3]. - Despite self-regulatory proposals from industry associations, achieving capacity elimination requires top-level design and continuous policy implementation [3]. Group 2: Market Opportunities - The new energy vehicle and energy storage markets are experiencing unprecedented growth opportunities due to supportive policies [4]. - The "Automobile Industry Stabilization Growth Work Plan (2025-2026)" aims for new energy vehicle sales to reach 15.5 million units in 2025, a year-on-year increase of approximately 20% [4]. Group 3: Market Data - From January to August 2025, the cumulative production of passenger vehicles exceeded 8.85 million units, a year-on-year increase of 33.5% [5]. - The penetration rate of new energy vehicles surged from 5.4% in 2020 to 55.3% in August 2025 [5]. Group 4: Global Battery Market - The global battery market is showing strong growth, with August 2025 battery production reaching 198.42 GWh, of which lithium iron phosphate accounted for 72.34% [7]. - The global lithium battery production from January to August 2025 increased by 48.86% year-on-year, with an estimated annual growth of 39% [7]. Group 5: Key Materials - Production of key materials in the battery industry, such as cathode materials, anode materials, electrolytes, and separators, has significantly increased [8]. - The production of lithium iron phosphate and iron phosphate has seen notable year-on-year growth, indicating strong market demand for cost-effective battery materials [8]. Group 6: Future Technologies - Solid-state batteries are gaining attention as the core technology for the next generation of batteries, supported by significant policy backing [9]. - The Ministry of Industry and Information Technology has highlighted solid-state batteries alongside artificial intelligence and chips in its growth action plan, underscoring their importance in China's new energy strategy [9].

Core Viewpoint - The strategic partnership between Xingheng Power and Niu Electric aims to enhance the development of high-performance electric motorcycles through the joint research and development of the "Micro Blade Battery" technology, marking a significant step in the electric mobility sector [1][2][3]. Group 1: Strategic Cooperation - Xingheng Power and Niu Electric signed a strategic cooperation agreement for the Micro Blade Battery series, committing to a collaboration scale of 3GWh [1]. - The partnership focuses on technological innovation, product development, and supply chain collaboration to enhance user experience in electric mobility [1][2]. Group 2: Market Opportunity - The demand for high-performance electric motorcycles is increasing due to the rise of young consumers and stricter regulations in the electric vehicle sector [2]. - Niu Electric has established itself as a leading brand in the electric two-wheeler market, leveraging innovative design and smart technology [2]. Group 3: Technological Innovation - The "Micro Blade Technology" emphasizes a "thousand-blade architecture" and "high-conductivity core," utilizing advanced materials to improve battery safety, range, and performance [3]. - The Micro Blade Battery will offer various configurations, including 30-60Ah and 90-100Ah options, to meet the high demands of users [3]. Group 4: Leadership Statements - Niu Electric's CEO highlighted the collaboration's goal to enhance product experience and maintain a technological edge in the global smart mobility market [4]. - Xingheng Power's leadership emphasized the long-standing partnership and the expansion into the electric motorcycle sector, aiming for large-scale application of battery technology in smart urban mobility [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~ 本文来源：蜂巢能源 自研工艺突破半固态量产瓶颈 蜂巢能源成本最优兼容现产线 杨红新指出，当前锂电行业正处于"深化当下、攻坚中期、突破未来"的三步走战略阶段。蜂巢能源在巩固液态电池技术和市场优势的同时，积极推进半固态和 全固态电池的研发与量产布局。他强调，半固态电池作为相对独立、广泛应用的技术路线，已成为当前产业竞争的核心领域。 在半固态电池方面，蜂巢能源自研的"电解质热复合转印工艺"成功攻克了量产中的多项技术瓶颈。该工艺通过极性变换胶液配方和仿形梯度热压技术，实现了 电解质层从隔膜到极片的高效、均匀转印，转移率从早期的约20%大幅提升至95%以上。这一技术不仅完全兼容现有产线、无需额外设备投资，还在加工精 度、良率和安全性方面带来显著提升：HIPOT良率提升10%，压差不良率降低6%，安全性能提升50%。 半固态获欧洲豪华品牌订单 全固态制备工艺化繁为简 热复合叠片突破制造难题 在全固态电池领域，蜂巢能源凭借其在叠片工艺方面的深厚积累，提出了行业领先的制造方案。叠片结构极片受力均匀，无卷绕工艺中的R角界面失效问题， 显 ...

Core Viewpoint - The energy storage industry is facing intense price competition, with system prices dropping by approximately 80% over the past three years, leading to potential safety risks and unsustainable business practices [1][2]. Challenges in the Energy Storage Industry - Safety hazards are a significant concern, with 167 major safety incidents reported globally by May this year, highlighting the risks associated with increased usage of energy storage systems [2]. - The price competition is fierce, with recent bidding prices falling below 0.4 yuan/Wh, which deviates significantly from costs and could lead to reduced quality and safety issues [2][3]. - There is a prevalence of false product specifications and misleading marketing, as some companies focus on exaggerating product parameters rather than investing in research and development [2]. - The issue of technological homogeneity is emerging, as many companies opt for shortcuts by copying existing technologies instead of pursuing independent innovation [3]. - The industry is experiencing chaotic expansion, with over 300,000 registered energy storage companies, leading to potential market consolidation and the risk of orphaned energy stations that lack maintenance [3]. Recommendations for High-Quality Development - It is essential to maintain safety as a foundational principle, as safety incidents can undermine industry investment and public trust [5]. - Establishing a credible market environment is crucial for sustainable development, ensuring transparency and reliability for market participants [6]. - Strengthening intellectual property protection is necessary to encourage innovation, as a lack of innovation threatens the industry's future [7]. - Energy storage innovation should align with the zero-carbon future, as the transition to a decarbonized economy demands diverse and advanced storage solutions [7].

Core Viewpoint - EVE Energy has entered the supply chain of Xiaopeng's MONA series, providing traditional square batteries for the base version of the model, while BYD supplies the long-range version [1] Group 1: Supply Chain and Battery Technology - EVE Energy will supply traditional square batteries for the MONA M03, which is expected to launch in August 2024, with a projected cumulative delivery of over 100,000 units by March 25, 2025, setting a record for the fastest production line for new electric vehicle brands [1] - The square battery's layout is more flexible compared to BYD's blade battery, allowing for better adaptation to the chassis and reducing development costs [1] - Xiaopeng's main battery suppliers are CATL, EVE Energy, and BYD, with CATL holding a dominant share, supplying the 2025 models G6/G7/G9/X9, while EVE Energy supplies the P7+ and 2024 X9, and BYD supplies all of the MONA M03 [2] Group 2: Future Models and Global Strategy - Xiaopeng's CEO He Xiaopeng has indicated that the MONA series will include multiple models, designed for global markets with both left-hand and right-hand drive options, emphasizing a long-term global strategy that aims for local win-win scenarios [1]

Group 1: Battery Classification and Performance Parameters - The article discusses various types of batteries and their performance parameters, including open circuit voltage, working voltage, rated voltage, discharge cutoff voltage, and charging limit voltage [3][4]. - It defines battery capacity (Ah) as the amount of charge a battery can store, which is a crucial indicator of battery performance [5][6]. - The power of a battery (W/kW) is described as the energy output per unit time under specific discharge conditions, with formulas provided for calculating power and power density [9][10]. Group 2: Energy and Density Metrics - Battery energy (Wh) is defined as the amount of energy stored in a battery, influencing the driving range of electric vehicles [12][13]. - Energy density and specific energy (Wh/kg) are critical metrics that indicate the energy released per unit volume or mass, with lithium batteries showing significantly higher energy density compared to nickel-cadmium and nickel-hydride batteries [14][15]. Group 3: Discharge and Charging Characteristics - Discharge rate (A) refers to the current required to release the rated capacity within a specified time, which is essential for understanding battery performance [16]. - The article explains different charging methods, including constant current/constant voltage (CC/CV) and trickle charging, highlighting their applications in various battery types [18][19]. Group 4: Battery Lifespan and Self-Discharge - Cycle life is defined as the number of charge-discharge cycles a battery can undergo before its capacity drops to 80%, with various factors affecting this lifespan [26]. - Self-discharge rate (%/month) indicates the capacity loss during storage, influenced by environmental conditions, particularly temperature [22][25]. Group 5: Additional Battery Characteristics - The article mentions memory effect, particularly in nickel-cadmium batteries, and emphasizes that lithium-ion batteries do not exhibit this effect [28]. - Consistency within battery packs is crucial, as the overall performance and lifespan depend on the weakest cell, necessitating high uniformity among individual cells [30].

Core Viewpoint - The article highlights significant growth in the global battery and related materials production, indicating a robust expansion in the lithium battery industry and its components, with various segments experiencing substantial year-on-year increases in output. Battery Production - In August 2025, global battery production reached 198.42 GWh, marking a year-on-year increase of 50.31%. For the period from January to August 2025, the total production was 1373.53 GWh, reflecting a growth of 48.86% [2]. Energy Storage - Global energy storage battery production in August 2025 was 54.45 GWh, showing a year-on-year growth of 64.5%. The cumulative production from January to August 2025 was 345.73 GWh, with an impressive increase of 81.75% [2]. Lithium Iron Phosphate (LFP) - The global production of lithium iron phosphate in August 2025 was 33.85 million tons, up 61.72% year-on-year. The cumulative production for the first eight months of 2025 reached 230.45 million tons, reflecting a growth of 65.69% [2]. Nickel Cobalt Manganese (NCM) Materials - In August 2025, global NCM material production was 9.61 million tons, with a year-on-year increase of 16.48%. However, the cumulative production from January to August 2025 saw a slight decline of 0.23%, totaling 63.76 million tons [3]. Anode and Cathode Materials - Global anode material production in August 2025 was 26.3 million tons, representing a year-on-year increase of 45.7%. The cumulative production for the first eight months was 180.74 million tons, up 35.76% [5]. - The global electrolyte production in August 2025 reached 20.4 million tons, with a year-on-year growth of 38.77%. The cumulative production from January to August was 139.07 million tons, increasing by 43% [6]. Copper and Aluminum Foil - Domestic copper foil production in August 2025 was 9.26 million tons, up 44.68% year-on-year, with a cumulative production of 64.71 million tons for the first eight months, reflecting a growth of 32.41% [7]. - Domestic aluminum foil production in August 2025 was 4.57 million tons, showing a significant year-on-year increase of 59.79%. The cumulative production for January to August was 31.71 million tons, up 36.27% [8]. Lithium Carbonate and Hydroxide - Domestic lithium carbonate production in August 2025 was 8.25 million tons, marking a year-on-year increase of 38.88%. The cumulative production for the first eight months was 55.84 million tons, reflecting a growth of 37.47% [9]. - Domestic lithium hydroxide production in August 2025 was 2.96 million tons, showing a slight year-on-year decline of 0.3%. The cumulative production from January to August was 24.07 million tons, down 0.5% [10]. Lithium Recycling - Domestic lithium carbonate recycling production in August 2025 was 6010 tons, with a year-on-year increase of 2.21%. However, the cumulative recycling production for the first eight months was 46,300 tons, reflecting a decline of 8.3% [11].