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暴增200%!比亚迪增资至约91.17亿!
鑫椤锂电· 2025-09-04 07:44
Group 1 - The core point of the article is that BYD has increased its registered capital from 3.039 billion yuan to 9.117 billion yuan, representing a 200% increase [1][2]. - BYD was established on February 10, 1995, and is headquartered in Shenzhen, Guangdong, China. It operates in three major industries: IT, automotive, and new energy [2]. - The IT segment of BYD includes various products such as rechargeable batteries, chargers, electronic components, and mobile phone assembly services, with major clients including Nokia and Samsung [3]. Group 2 - In the first half of 2025, BYD reported a revenue of 371.281 billion yuan, which is a year-on-year increase of 23.3%. The net profit attributable to shareholders was 15.51 billion yuan, up 13.79% year-on-year [3]. - The net profit after excluding non-recurring gains and losses was 13.6 billion yuan, reflecting a year-on-year growth of 10.43% [3].
300Wh/kg,亿纬锂能全固态电池正式下线
鑫椤锂电· 2025-09-04 07:44
Core Viewpoint - The article highlights the advancements and production capabilities of EVE Energy's solid-state batteries, emphasizing their potential applications and the company's commitment to increasing energy density targets by 2025 [1][2]. Group 1: Production and Capacity - EVE Energy's solid-state battery research institute in Chengdu has officially opened, with the "Longquan No. 2" 10Ah solid-state battery completing its production [1]. - The Chengdu facility covers approximately 11,000 square meters, with Phase 1 expected to be completed by December 2025, achieving a manufacturing capacity of 60Ah batteries, and Phase 2 projected to reach an annual capacity of 100MWh by December 2026 [1]. - The company has developed a prototype of the Ah-level sulfide-based solid-state battery, with a pilot line for 100MWh expected to be operational by 2025 [2]. Group 2: Technical Specifications - The "Longquan No. 2" solid-state battery features an energy density of 300Wh/kg and a volumetric energy density of 700Wh/L, suitable for humanoid robots, low-altitude aircraft, and high-end AI equipment [1]. - The battery operates effectively in a temperature range of -20℃ to 60℃ and maintains stability under 20MPa pressure, with a cycle performance exceeding 2000 cycles at 45℃ [1][2]. - The company employs a combination of ternary cathodes, silicon-carbon anodes, and sulfide solid electrolytes, utilizing dual-layer coating technology to enhance ion diffusion and stability [2]. Group 3: Financial Performance - In the first half of the year, EVE Energy reported revenue of approximately 28.2 billion yuan, a year-on-year increase of 30.06%, while net profit was 1.605 billion yuan, a decrease of 24.9% [2]. - The company shipped 21.48GWh of power batteries, marking a year-on-year growth of 58.58%, and 28.71GWh of energy storage batteries, up 37.02% [2]. Group 4: Client Base and Market Presence - EVE Energy's clients include over 80% of the top ten global power tool companies and more than 60% of the top twenty suppliers for new energy passenger vehicles, with notable customers such as Samsung, Bosch, and Xiaomi [3]. - The company has a global presence with eight production bases and two under construction, covering various regions in China and overseas locations in Malaysia and Hungary [2][3].
宁德时代退出!
鑫椤锂电· 2025-09-04 07:44
Group 1 - The Finnish government announced on September 1 that it has agreed to acquire a 20.6% stake in Valmet Automotive from CATL, with an injection of approximately €35 million, resulting in the government holding 79% and Pontos 21% of Valmet Automotive [1] - The decision for CATL to exit Valmet Automotive was influenced by lower-than-expected electrification progress and a downturn in the European automotive market, leading to a decline in orders for Valmet in recent years [1] - Valmet Automotive, established in 1968, has produced around 1.8 million vehicles and has collaborated with renowned brands such as Mercedes-Benz, Saab, and Porsche [3] Group 2 - Valmet Automotive operates three main business lines: Vehicle Contract Manufacturing (VCM), Electric Vehicle Systems (EVS), and Roof and Sports Systems (RKS), covering the entire process from concept to product development and mass production [3] - The company recognized the necessity and opportunities in the electric vehicle sector early on, launching its first fully electric vehicle, Think City, in 2009 [3] - In 2017, CATL invested €30 million in Valmet, and by 2019, Valmet began large-scale production of battery systems in Salo, becoming a leading independent battery system manufacturer [2][3]
欧洲又倒了一家电池企业
鑫椤锂电· 2025-09-03 09:16
然而,现实却不尽人意。早在 7 月初,慕尼黑地方法院就因 "过度负债" 启动了自行管理的破产程序。 Alper 指出,公司面临 "许多困难",他提到 " Northvolt 和其他电池公司的失败让投资者心存疑虑 "。 此前,被视为欧洲版 "宁德时代" 的 Northvolt 在烧光大量融资后申请破产保护,其面临技术难题、原材 料短缺、产能不足等困境,最终资金耗尽走向破产,这无疑给整个电池行业投资环境带来负面影响,也让 Voltstorage 的融资之路倍加艰难。 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 2025 年 8 月 27 日, 德国铁盐电池企业 Voltstorage 宣布即将关闭 。据公司内部消息人士透露,由于 未能成功筹集新一轮资金,公司正逐步停止运营,以此避免走向破产。值得注意的是,公司目前资金尚未 耗尽,做出停止运营的决定旨在偿还 "公司义务",从而规避破产风险。 公司首席技术专家 John Alper 在 LinkedIn 上发文,称这是悲伤的一天,标志着将 铁盐电池 作为一种 经济高效、环保且持久的存储技术推向市场的梦想 ...
锂电设备公司2025年H1业绩成绩单:头部回暖,固态电池成破局关键
鑫椤锂电· 2025-09-03 07:17
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 锂电设备公司已经于近期陆续公布了 2025 年上半年的财报。鑫椤锂电整理了主要锂电设备公司的业绩核心数据如 下: 公司 名称 营业收入 归母净利润 H125(亿 元) 同比 Q225(亿 元) 同比 H125(亿 元) 同比 Q225(亿 元) 同比 先导 智能 66.10 14.9% 35.12 43.9% 7.40 61.2% 3.75 扭亏 赢合 科技 42.64 -3.7% 29.26 14.2% 2.71 -19.8% 2.56 42.5% 海目 星 16.64 -30.5% 11.26 -16.4% -7.08 转亏 -5.20 转亏 杭可 科技 19.70 4.2% 12.90 28.1% 2.88 6.9% 1.72 78.7% 利元 亨 15.29 -17.5% 8.14 -25.5% 0.33 扭亏 0.21 36.8% 宏工 科技 7.57 -19.3% 4.98 5.6% 0.54 -15.7% 0.36 115.3% 曼恩 斯特 5.60 59.9% 1.22 -26.8% ...
免费领取!2025年全球锂电产业链分布图
鑫椤锂电· 2025-09-03 02:49
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~ 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 I C C S I N O 分布图内容 分布图尺寸:1.5米X1米 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。 分布图领取资格 2025年全球锂电产业链分布图 会议详情 END 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) 正在按照登记顺序,依次派发中...... 分布图领取 ▼ ...
宁德时代,投产!
鑫椤锂电· 2025-09-03 02:49
宁德时代是世界第一大汽车动力电池制造商,全球领先的新能源系统解决方案提供者。宁德时代在溧阳建 有全资子公司江苏时代、江苏力泰,及合资公司时代上汽、上汽时代,年产能占集团总量近四分之一。 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) 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:连线新能源 据"常州发布"消息,8月29日上午, 江苏时代新能源灯塔工厂LY7项目在江苏溧阳高新区正式投产,同时 LY8项目正式启动。 据悉,江苏时代LY7项目于2024年12月正式签约,到此次正式投产,创下宁德时代内部最快的建设速 度;江苏时代LY8项目于今年7月正式签约,计划明年3月底建设完工。 END ...
超600万产能压顶,磷酸铁锂却开启新一轮扩产周期
鑫椤锂电· 2025-09-03 02:49
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 磷酸铁锂行业正在上演一幕真实的 "冰与火之歌"。 那么我们不禁要问, 在巨量产能压顶、盈利欠佳的情况下,为什么整个行业仍要快马加鞭、大干快上的扩 产呢? 基于与行业专家及企业领导交流后,我们总结出以下几点: 一是,虽然行业总体产能严重过剩,但各企业之间的产能利用率却分化严重,一方面是以湖南裕 能为代表的龙头企业产能利用率高达 116.82% ,另一方面则是一些尾部企业产线全年几乎没开 动。龙头企业则基于自家产品供不应求扩产。 二是,当前行业仍处于高速发展阶段,未来市场空间巨大,一些实力强且需要发展第二增长极的 企业,不惧当前短期亏损加码扩产,看重的是未来的巨大市场。 三是,一些有决心深耕该行业的企业目前产能太小,即使满产也只能满足单一或者少量客户需 求,如果要开拓其他客户,就必须要扩产才行,否则客户导入积极性差,就算愿意导入也无产线 供货。 根据 ICC 鑫椤锂电数据库统计, 截至 2025 年 6 月底全球磷酸铁锂已经建成的产能已经高达 617.2 万 吨, 2025 年上半年合计产量 163.2 ...
零跑汽车15亿电池包项目完工
鑫椤锂电· 2025-09-03 02:49
Group 1 - The core viewpoint of the article highlights the completion of the main engineering work for the Zhejiang Huzhou Wuxing Donglin Leap Motor New Energy Battery Pack Project, which covers an area of approximately 178 acres with a planned total investment of 1.5 billion yuan [1] - The project is expected to achieve an annual production capacity of 384,000 sets of vehicle batteries and 720,000 sets of power supplies upon full production [2] - Leap Motor has strengthened its vertical integration capabilities in the supply chain by establishing Zhongling New Energy Technology (Zhejiang) Co., Ltd., with a registered capital of 1 billion yuan, focusing on battery manufacturing and related services [2]
突发!特斯拉项目起火
鑫椤锂电· 2025-09-02 09:02
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:储能头条 据美国当地媒体报道,8月30日星期六, 美国加州蒙特利县东南部偏远地区的一个储能项目锂离子电池起 火。 锂离子电池起火于上午11:10左右开始。 加州消防局在最新消息中表示:"消防人员正在与蒙特利县治安官办公室、蒙特利县卫生局以及萨利纳斯 消防局的危险品救援人员密切合作,以确保附近社区的安全并降低任何潜在风险。" 火灾发生几小时后,据蒙特利县警长办公室指挥官安迪·罗萨斯称,帕克菲尔德特斯拉电池火灾的疏散令 已于 当日晚上8点多解除。 据称,该电池储能系统已确认归特斯拉所有,位于帕克菲尔德太阳能项目(Parkfield Solar Plant),也 就是是加州太阳能项目 (California Solar Flats) 内。 两个200平方英尺的锂电池架发生火灾,加州消防局和萨利纳斯危险响应部门紧急响应。 据报道,加州消防局的消防员最早于上午11点多对位于Turkey Flat 92000街区的帕克菲尔德太阳能发电 厂的火灾做出了响应。 火灾发生后,特斯拉现场服务响应团队代表抵达现场,疏散了五处住宅。 ...