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：济南都市频道 传闻已久的东风、长安合并事宜已中止。6月5日早间，东风股份、长安汽车双双发布公告。 东风公司暂不涉及相关资产和业务重组 东风股份公告称，本公司接到间接控股股东东风公司通知，东风公司暂不涉及相关资产和业务重组。本公 司正常生产经营活动不会受到影响。 长安汽车：间接控股股东兵器装备集团分立汽车业务为独立央企 公告编号:2025-36 重庆长安汽车股份有限公司 关于中国兵器装备集团有限公司重组进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈 述或重大遗漏。 2025年2月9日,重庆长安汽车股份有限公司(以下简称"本公司")接到间 接控股股东中国兵器装备集团有限公司(以下简称"兵器装备集团")通知,兵器 装备集团正在与其他国资央企集团筹划重组事项。详细内容见本公司于2025年2月 10 日披露的《关于控股股东拟发生变更的提示性公告》(公告编号:2025-05)。现 将有关进展情况公告如下: 2025年6月4日,本公司接到兵器装备集团通知,兵器装备集团收到国 ...

近日， 长沙润时新能源有限公司 、 崇仁县润时新能源有限公司 成立，注册资本分别为58万元、381万 元，经营范围均包含：发电业务、输电业务、供（配）电业务；电气安装服务；合同能源管理；电池销 售；物联网技术服务；物联网技术研发等。 企查查股权穿透显示，两公司均由宁德时代（300750）间接全资持股。 | 细逻有远见的商业传奇 全国企业信用查询 | 长沙润时新能源有限公司 | | 0 值一下 | C 知彼阿尔法 | ■ 应用 ▼ | 企业中心 ロ | v SVIP 0 会居服务 | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 8 | 法律诉讼 | 经营风险 | 经营信息 1 | 企业发展 | 知识产权 | | 历史信息 1 | | 工商信息 ● | | | | | | | | | 工商信息 历史工商信息 | | | | 目 文字介绍 | G 工商官网快照▶ | ■ 导出 | 《 企音音 | | 统一社会信用代码 | 91430100MAEK8QPE93 | 企业名称 | 长沙润时新能源有限公司 | | | | | | 法定代表人 | 酸维 ...

Core Viewpoint - The article discusses the acquisition plan of Zhongcheng Co., a subsidiary of Guotou Group, to purchase 100% equity of Zhongji Jiangsu from China National Technical Import and Export Corporation, along with raising supporting funds from specific investors. The focus is on the business model and financial performance of Zhongji Jiangsu in the energy management sector [1][2]. Group 1: Acquisition and Financial Overview - Zhongcheng Co. plans to acquire 100% equity of Zhongji Jiangsu, which was established in 2021 with a registered capital of 63.49 million yuan, focusing on investment, development, and operation of energy storage projects for commercial users [1]. - In 2023 and 2024, Zhongji Jiangsu is projected to achieve revenues of 14.4655 million yuan and 39.9 million yuan, with net profits of 1.4913 million yuan and 18.1592 million yuan respectively, indicating a net profit margin of 45.5% for 2024 [1]. Group 2: Business Model and Challenges - Zhongji Jiangsu's core profit model relies on the price difference between peak and valley electricity rates, purchasing electricity during low price periods and selling it during high price periods, sharing profits with commercial users [2]. - The business model faces three main challenges: 1. The reduction of peak-valley price differences in Jiangsu and other regions, expected to cut profit margins by 20% to 30% [2]. 2. Increased uncertainty in station revenues due to the full market entry of renewable energy [2]. 3. The low technical barrier of the business model makes it easily replicable, posing a risk to establishing a competitive moat [2].

Core Viewpoint - The Zhejiang Dongzhong Special Vehicles Project in Haining, Zhejiang Province, represents a significant investment in the production of new energy heavy trucks and mining vehicles, aiming to address industry challenges related to high energy consumption and emissions [1] Group 1: Project Overview - The total investment for the Zhejiang Dongzhong Special Vehicles Project is 5.5 billion yuan, covering an area of approximately 358 acres with a total construction area of about 153,000 square meters [1] - The project will have an annual production capacity of 3,500 new energy heavy trucks and 1,200 non-road wide-body dump trucks [1] - It will also include the establishment of a power battery PACK factory, an electric drive system R&D center, and an intelligent connected testing platform [1] Group 2: Economic Impact - Upon reaching full production capacity, the project is expected to directly drive over 30 upstream and downstream industry chain enterprises, forming a 10 billion yuan industrial cluster and creating 20,000 high-quality jobs [1] - The new generation of pure electric mining trucks will have a load capacity of 260 tons and can operate for 10 hours on a one-hour charge [1] Group 3: Environmental and Economic Benefits - Compared to similar diesel models, the lifecycle operating costs of the new electric mining trucks are reduced by 45%, and carbon emissions are decreased by 80% [1] - The products are set to be first applied in large open-pit mines in Inner Mongolia and Shanxi, with a market share expected to exceed 20% in the next three years [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：锂电前沿 项目计划在玻利维亚西南部的乌尤尼盐湖（Salar de Uyuni）建设直接提锂设施。乌尤尼盐湖被认为是全 球已探明储量最大的锂盐湖之一，亦是"锂三角"（智利、阿根廷和玻利维亚）战略资源区的重要组成部 分。 根据玻利维亚国有锂业公司（YLB）负责人奥马尔·阿拉孔此前在新闻发布会上的表述，这两个项目预计 年产碳酸锂3.5万吨。YLB在两个合资项目中持股51%。 这项公益诉讼由乌尤尼地区诺尔利佩斯省原住民联合中心（代表50多个原住民社区）提起，原告指控，项 目推进未经宪法规定的环境磋商与社区同意程序，涉嫌侵犯原住民 环境权 。尽管协议尚未通过议会审 批，但据原住民代表称，CBC财团等已在项目现场展开部分前期施工与准备工作，缺乏合法授权与环评文 件。 根据美国地质调查局数据显示，当时全球探明的锂储量约8900万吨，其中玻利维亚探明锂储量有2100万 吨，是世界上锂资源储量最多的国家，世界上最大的盐滩乌尤尼盐沼也位于此。但该国缺乏直接提取锂的 技术，道路等基础设施发展也存在不足，自2019年政变后停止的锂矿 ...

Core Viewpoint - The article emphasizes the growing importance of solid-state battery technology in the global energy transition, highlighting China's advancements and the upcoming forum aimed at fostering collaboration and innovation in this field [9][10]. Industry Overview - The global lithium battery industry is experiencing significant developments, with a detailed distribution map illustrating the entire supply chain from raw materials to end applications, covering major regions such as China, North America, Europe, Japan, and Southeast Asia [5]. - In 2024, China's production of solid-state and semi-solid batteries is projected to reach 5.2 GWh, indicating a substantial growth in this sector [9]. Challenges and Opportunities - Despite advancements, the commercialization of solid-state battery technology faces challenges, including the need for improved ionic conductivity of solid electrolytes, stability of electrode/electrolyte interfaces, and the development of large-scale production processes [9]. - The article calls for enhanced market application scenarios, improved industry chain collaboration mechanisms, and the establishment of relevant policies and standards to support the growth of solid-state batteries [9]. Upcoming Event - A summit titled "2025 (Third) China Solid-State Battery Technology Development and Market Application Forum" will be held on July 8-9, 2025, in Shanghai, aimed at gathering experts, industry leaders, and investors to discuss the latest research, industrialization paths, market trends, and challenges in solid-state battery technology [10][11]. - The forum aims to promote deep integration of industry, academia, and research, accelerating innovation and sustainable development in the global solid-state battery industry [10].

Core Viewpoint - The inauguration of Envision's battery super factory in Douai, France, marks a significant step in the country's green industrial transformation and is seen as a flagship project for France's re-industrialization efforts [1][2]. Group 1: Factory Inauguration and Impact - Envision's Douai super factory officially commenced operations on June 3, 2023, with attendance from French President Macron and Envision Technology Group Chairman Zhang Lei [1]. - The factory is expected to supply high-quality power batteries for 200,000 electric vehicles annually, contributing to Europe's low-carbon transition [2]. Group 2: Government and Corporate Collaboration - President Macron emphasized the collaboration with Envision as a means to transition the region from the "old energy era" to a "new power era," highlighting the importance of global partners in driving energy transition and industrial innovation [4]. - Macron's statements reflect a commitment to balancing economic growth with sustainability, asserting that manufacturing batteries in France is indeed possible, as demonstrated by the Douai factory [5]. Group 3: Technological Advancements - Envision's high-performance battery technology has already aided Renault's R5 model in becoming the top-selling electric vehicle in France, showcasing the company's role in advancing electric vehicle adoption [2]. - Zhang Lei noted that the successful launch of the factory accelerates the electrification of the European automotive sector, aligning with the vision of a "community of shared future for mankind" [5].

Group 1 - The core viewpoint of the article highlights the partnership between Solus Advanced Materials and CATL, marking Solus as the first Korean copper foil supplier to establish a collaboration with CATL in Europe [1] - Solus will supply copper foil products produced at its Hungarian factory to CATL's European plant starting in 2026 [1] - Both companies aim to leverage Solus's product competitiveness in the local market and actively seek collaboration opportunities in new product development [1]

Core Viewpoint - The company, Zhongke Titanium White, announced the termination of its non-public stock issuance projects related to water-soluble ammonium phosphate and the annual production of 500,000 tons of iron phosphate due to significant changes in market supply and demand, leading to a decision to permanently supplement working capital with the remaining raised funds of 1.666 billion yuan [1][3]. Group 1: Project Termination - The water-soluble ammonium phosphate project had an original investment commitment of 786 million yuan, adjusted to 586 million yuan, with a cumulative investment of 232 million yuan and a remaining balance of 373 million yuan [3][4]. - The iron phosphate project had an original investment commitment of 3.385 billion yuan, adjusted to 2.524 billion yuan, with a cumulative investment of 1.309 billion yuan and a remaining balance of 1.293 billion yuan [4]. Group 2: Market Conditions - The demand growth for the aforementioned products has slowed down significantly, and the supply of key raw materials has been tight due to large-scale expansions in downstream industries and local sales policies, resulting in a substantial increase in sales prices [3][4]. - The overall profitability of the industry has fallen below expectations, impacting the feasibility of the projects [3].

Group 1 - The core viewpoint of the article highlights the completion of trial production for the 250,000 tons lithium-ion battery cathode material industrial park project by Guizhou Jiashang New Energy Materials Co., Ltd. [1] - The second phase of the project has entered the equipment procurement and production line construction stage, with expectations to complete equipment installation and debugging by October, initiating trial production [1] - Once fully operational, the project is projected to produce over 100,000 tons of lithium iron phosphate cathode materials annually [1] Group 2 - The total investment for the Guizhou Dalong 250,000 tons lithium-ion battery cathode material industrial park project is 2.5 billion yuan, covering an area of 400 acres [1] - The project includes the construction of production lines for 100,000 tons of lithium manganate, 40,000 tons of ternary cathode materials, 10,000 tons of lithium cobalt oxide, and 100,000 tons of lithium iron phosphate, along with related facilities [1] - Upon full completion, the project is expected to achieve an annual output value of 10 billion yuan and contribute no less than 100 million yuan in taxes, creating over 300 jobs [1]