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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：摘自连线新能源 6月10日， 丰田汽车公司和德国戴姆勒卡车公司发布联合公告， 丰田汽车旗下日野汽车和德国戴姆勒 卡车旗下三菱扶桑卡客车已针对业务 整合达成 最终协议。 根据公告， 日野汽车 和 三菱扶桑卡客车 将成立一家控股公司， 戴姆勒卡车和丰田 汽车 将 分别持有 25% 股份 ，而 控股公司计划持有三菱扶桑 卡客车 和日野 汽车 100%的股份，但两家公司的品牌和 销售网络将在日本和海外保持不变 ，控股公司 力争在 2026年4月之前在日本东京上市。 丰田汽车和 戴姆勒卡车公司表示， 此次合作旨在整合资源，提升在全球商用车市场的竞争力 。 END 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 论坛议题 I C C S I N O 会议报名 iccsin o ▼ 19921233064(微信同) /END/ ...

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：鑫椤固态电池 这段时间，多家电池企业纷纷推出其全固态电池新品， 上周，有两个固态电池项目相继签约落地浙江。 5GWh全固态电池产业项目落地钱塘 项目 计划总投资约25亿元，由浙江路贸通控股集团投资， 将建设高端数字化工厂（固态系列产品） 5GWh固态电池（兼容半固态）生产线， 预计达产后年产值50亿元，税收1.5亿元，未来将导入锂空气燃 料电池相关研发生产。 除主营的汽车零部件业务外， 德尔股份同样还是固态电池领域的一匹黑马。 从已公布的信息来看，德尔股份早于2018年5月便在日本设立全资子公司研发固态电池项目，研发的固态 电池技术采用氧化物复合电解质和涂覆工艺，具有较好的离子传导率和高温特性，且无需高温烧结或高压 压制。 就在去年，德尔股份还与江铃新能源签署固态电池战略合作协议，双方将在新能源汽车固态电池领域展开 深入合作，德尔股份研发产品将搭载至该公司整车进行验证。 据了解，固态电池由于具有较高理论能量密度和高安全性，是最有技术颠覆潜力、最具产业发展前景的下 一代电池技术。 预计到2045年，全球全固态电 ...

Core Viewpoint - The article highlights the progress of Sichuan Tianyi Energy Co., Ltd. in the lithium-ion battery production sector, emphasizing its significant investment and production capacity plans [1]. Group 1: Company Progress - Sichuan Tianyi Energy has invested a total of 2 billion yuan in establishing a high-end energy storage lithium-ion battery production facility [1]. - The company has completed the construction of a 100,000 square meter high-standard clean workshop and has set up 8 cylindrical lithium-ion battery production lines [1]. - Currently, 21 production lines are in operation, and 32 production lines are in trial production, with plans for both to enter mass production by the end of June [1]. - The company is also installing 46 and 50 production lines, aiming for full production of all four lines by the end of November [1]. - Once fully operational, the facility is expected to produce 800,000 full-tab lithium-ion batteries per day [1].

Core Viewpoint - REPT BATTERO has achieved significant breakthroughs in energy storage safety standards and global market expansion, showcasing its competitiveness in the industry through successful product testing and strategic partnerships [1][10]. Group 1: Safety Standards Achievements - The Wending ® 392Ah energy storage cell has passed the latest domestic safety standard tests, demonstrating excellent performance in high-altitude charge-discharge, temperature adaptability, overcharge/discharge, and thermal runaway tests [3][12]. - The Powtrix ® energy storage system successfully completed a large-scale fire safety test, enduring extreme conditions for approximately 14 hours while maintaining exceptional safety performance [5][14]. Group 2: Product Specifications - The Wending ® 392Ah cell features an energy density of 415Wh/L, a cycle life exceeding 12,000 cycles, and an energy efficiency of at least 95% [6]. - The Wending ® 587Ah cell offers an energy density of 430Wh/L, a cycle life over 10,000 cycles, and a calendar life of 20-25 years, supported by high safety design technology [6]. - The Powtrix ® 3.0 energy storage system has a capacity of 6.26MWh, with a 20% increase in energy density and a 16% reduction in land use [6]. Group 3: Strategic Partnerships - REPT BATTERO has signed strategic cooperation agreements with multiple leading enterprises, resulting in a total order volume exceeding 20GWh, indicating strong market demand and collaboration within the energy storage sector [7][10].

Core Viewpoint - The article highlights the unique approach of Chao Sodium New Energy in the sodium-ion battery sector, focusing on Prussian blue materials and technology to carve out a niche in a competitive market [1][11]. Group 1: Technological Differentiation - Chao Sodium New Energy, established in 2021, is led by Professor Jiang Yinzhu from Zhejiang University, with over 60% of its staff dedicated to R&D, focusing on Prussian blue cathode materials and cell development [1]. - The company has achieved a breakthrough in controlling crystallization water and repairing structural defects in Prussian blue, enabling high-rate discharge and over 6000 cycles of battery life, positioning its technology at an international leading level [1]. - The company aims to leverage the low-cost advantage of Prussian blue, with a theoretical limit of 15,000 yuan per ton, to reshape the industry landscape [1]. Group 2: Market Strategy - Chao Sodium has undergone strategic adjustments, moving from early trials with aluminum shell storage to focusing on Prussian blue, establishing a technical barrier in a niche market [3]. - The company targets the start/stop power market, which is valued at over 150 billion yuan globally, aiming to capture 30% market share within 3-5 years, particularly in high-rate applications like power tools and special vehicles [5]. - The company identifies Europe and Russia as initial markets due to their strong demand for low-temperature starting solutions and lower price sensitivity [5]. Group 3: Cost and Process Innovation - The production process of Prussian blue operates at room temperature with a simplified post-treatment process, reducing energy consumption by 80% compared to traditional methods [7]. - The company addresses the misconception of high pollution associated with Prussian blue production by solving crystallization water issues, leading to negligible cost increases [7]. - The cost comparison shows Prussian blue (15,000 yuan) is significantly cheaper than other materials like layered oxides (40,000 yuan) and polyionic materials (17,000-18,000 yuan), enhancing its overall cost-effectiveness [7]. Group 4: Survival Strategies in Industry Restructuring - In light of the impending industry consolidation by 2025-2026, Chao Sodium emphasizes three survival strategies: prioritizing cash flow, focusing on technical breakthroughs in niche markets, and avoiding homogeneous competition [8][9]. - The company collaborates with partners to develop sodium-ion battery packs for electric vehicles and start/stop applications, validating its technology and market fit through a cautious approach rather than aggressive scaling [9]. Group 5: Future Outlook - Chao Sodium's strategy faces challenges, but the industry is at a turning point, with sodium-ion batteries needing to achieve a cathode material cost below 15,000 yuan per ton by 2026 to be competitive [10]. - If Chao Sodium can establish a scalable application in the start/stop power sector, it may secure a unique position in the sodium-ion battery landscape [10].

Group 1 - Northvolt will cease battery cell production at its Skellefteå plant by the end of June 2025 due to ongoing bankruptcy proceedings, marking the end of domestic battery production in Sweden [1] - Following Northvolt's bankruptcy announcement on March 12, operations were significantly reduced, and the company relied on orders from Scania, which has now shifted to Chinese battery giant CATL, ending its collaboration with Northvolt [1] - Approximately 900 employees remain at the Skellefteå plant, but their jobs are at risk as production halts [1] Group 2 - The Northvolt battery plant project in Heide, Germany, remains unaffected by the situation in Sweden, with construction continuing under a separate German project company [2] - Northvolt Germany is considered legally independent, and the infrastructure work in Schleswig-Holstein is ongoing, with financing methods under review by the state parliament [2] - Northvolt filed for creditor protection in the U.S. in November 2024 and subsequently filed for bankruptcy in Sweden in March 2025 [2]

Core Viewpoint - The article discusses the establishment of a significant lithium battery materials project by Zhejiang Jianli Chemical Co., Ltd., highlighting its production capacity and investment scale in the context of the growing demand for lithium-ion battery components [2][3]. Group 1: Project Overview - The project has a total construction area of approximately 40,000 square meters and aims to produce essential lithium-ion battery materials, including lithium hexafluorophosphate and lithium battery electrolytes [2]. - The total investment for the project is 518 million yuan, with production targets including 20,000 tons of lithium hexafluorophosphate, 5,000 tons of lithium bis(fluorosulfonyl)imide, 2,000 tons of vinylene carbonate, and 50,000 tons of lithium battery electrolytes annually [2]. Group 2: Company Background - Zhejiang Jianli Chemical Co., Ltd. was established in February 2022 and is a member of Zhejiang Sital Pharmaceutical Co., Ltd., which has been operational since 1997 and specializes in the research, production, and sales of non-ionic contrast agents and quinolone series APIs [3]. - The new energy materials project represents an important strategic expansion for Sital in the lithium battery sector, indicating a diversification of its business operations [3].

Core Viewpoint - The article highlights the significant growth in the production, sales, and export of power and other batteries in China during May 2025, indicating a robust demand and market expansion in the electric vehicle sector. Group 1: Battery Production - In May 2025, the total production of power and other batteries in China reached 123.5 GWh, with a month-on-month increase of 4.4% and a year-on-year increase of 47.9% [7] - From January to May 2025, the cumulative production of power and other batteries was 568.1 GWh, reflecting a year-on-year growth of 62.6% [7] - The production breakdown by material type in May showed that lithium iron phosphate batteries accounted for 96.1 GWh (77.8% of total production), while ternary materials contributed 27.2 GWh (22.0%) [6] Group 2: Battery Sales - In May 2025, the sales of power and other batteries totaled 123.6 GWh, with a month-on-month increase of 4.7% and a year-on-year increase of 58.1% [11] - Cumulative sales from January to May 2025 reached 527.5 GWh, representing a year-on-year growth of 69.8% [11] - The sales composition in May indicated that power batteries accounted for 70.8% of total sales, while other batteries made up 29.2% [11] Group 3: Battery Exports - In May 2025, the total export volume of power and other batteries was 19.0 GWh, showing a month-on-month decrease of 14.6% but a year-on-year increase of 23.0% [22] - Cumulative exports from January to May 2025 reached 102.9 GWh, with a year-on-year growth of 68.0% [22] - The export breakdown for May indicated that power batteries accounted for 71.1% of total exports, while other batteries made up 28.9% [22] Group 4: Battery Installation - In May 2025, the installation volume of power batteries was 57.1 GWh, with a month-on-month increase of 5.5% and a year-on-year increase of 43.1% [42] - Cumulative installation from January to May 2025 reached 241.4 GWh, reflecting a year-on-year growth of 50.4% [42] - The installation volume for lithium iron phosphate batteries in May was 46.5 GWh, accounting for 81.6% of total installations, while ternary batteries contributed 10.5 GWh (18.4%) [42] Group 5: Market Leaders - In May 2025, CATL led the market with a battery installation volume of 24.47 GWh, representing 42.87% of the total market share [58] - BYD followed with an installation volume of 12.84 GWh, accounting for 22.49% of the market [58] - Other notable companies included Zhongchuang Innovation and Guoxuan High-Tech, with installation volumes of 4.30 GWh and 3.00 GWh, respectively [58]

Core Viewpoint - The energy storage market is experiencing rapid growth globally, but it faces significant challenges, including parameter inflation and safety issues related to battery cells [1]. Group 1: Industry Challenges - Parameter inflation is a major issue, with previously claimed cycle lives of 10,000 to 15,000 cycles for energy storage projects, but actual performance only reaching 3 to 5 years, with annual cycle counts often below half of the designed value [1]. - Safety concerns arise from the scale of energy storage systems, where a 1GWh storage station contains millions of battery cells, meaning a single defective cell can lead to catastrophic consequences [1]. Group 2: Company Achievements - CATL has continuously iterated its energy storage cell standards with products like the 280Ah and 314Ah, maintaining the top global shipment volume for energy storage cells for four consecutive years [2]. - The company has deployed over 256GWh across more than 1,000 energy storage projects globally, achieving a zero-accident record [2].