Core Viewpoint - The article highlights the growing importance and demand for Lithium Manganese Iron Phosphate (LMFP) batteries in the electric vehicle market, emphasizing their performance improvements and potential to replace traditional Lithium Iron Phosphate (LFP) batteries. Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [3] Group 2: LMFP Battery Developments - Guoxuan High-Tech has launched its second-generation LMFP battery, achieving an energy density of 240 Wh/kg, enabling electric vehicles to reach a range of 850 km and hybrid models over 1500 km [4] - The advancements in LMFP technology include high packing density of 2.58 g/cm³, rapid charging capabilities, and improved cycle performance, with a capacity retention rate of 93% at -20°C [4] - EVE Energy is also integrating LMFP into cylindrical batteries for two-wheelers and square batteries for commercial vehicles, achieving a specific energy of 170 Wh/kg and a range of 700 km for heavy-duty trucks [4] Group 3: Market Dynamics - Rongbai Technology reports full production capacity for LMFP, with existing orders for tens of thousands of vehicles, driven by demand in the small power market and commercial vehicle sector [5] - The industry anticipates that the cost of LMFP will decrease as production scales up, despite current costs being 10% to 15% higher than LFP [7] - Guoxuan High-Tech has increased its annual production capacity for LMFP materials to tens of thousands of tons, while Rongbai Technology expects significant market demand growth by 2026 [8] Group 4: Future Outlook - Automotive manufacturers are cautiously testing LMFP technology, with potential capacity increases of approximately 15% and 11% in energy and range, respectively, when switching from LFP [8] - Starting from Q4 of this year, more high-end passenger vehicles are expected to adopt mixed LMFP and ternary material solutions, as technical challenges are being addressed [9]

Core Viewpoint - The article highlights significant developments in the battery industry, focusing on advancements in solid-state batteries, lithium metal anode materials, and collaborations between energy companies to enhance charging infrastructure. Group 1: Battery Industry Developments - CATL has established a new energy technology company in Xiangyang with a registered capital of 5 million RMB, focusing on emerging energy technology research and sales of electric vehicle charging facilities and vehicles [5] - ZEEKR Energy has signed a cooperation agreement with Shell to integrate 666 charging stations into its network, enhancing its coverage in key cities and achieving a total of over 1.29 million charging terminals [6] - Shenzhen Xinjie Energy has signed a strategic cooperation framework agreement with Tian Tie Technology for the supply of lithium metal anode materials, with an annual procurement commitment of no less than 100 tons for five years [7] Group 2: Material Expansion and Research Initiatives - Tianqi Materials has received approval for a project to expand its production capacity to 40,000 tons of lithium bis(fluorosulfonyl)imide, utilizing existing facilities [9] - GDI, a US-based silicon anode company, has raised $11.5 million to expand its production capacity, with plans to supply silicon anodes to battery manufacturers within 24 months [9] - South Korea's Ministry of Trade, Industry and Energy is launching a research project to develop polymer-based solid-state battery technology, with a total investment of 35.8 billion KRW [10]

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025 年，新能源汽车渗透率朝着 60% 突破，带动电池装机量迅速攀升。 高工产业研究院（ GGII ）数据显示， 2025 年一季度全球新能源汽车累计销售 393.8 万辆，同比增长 29% ，带动动力电池装机量 206.9GWh ， 同比增长 36% 。其中磷酸铁锂电池装机量达 106.6GWh ，占全球 51.5% 的市场份额。 从技术层面来看，电池技术不断进化，如今大圆柱、超快充、固态电池等多型态的技术路线同台竞技，下游应用场景也得到了极大的扩充，商用电动 车、人形机器人、航空飞行器等一种新兴领域迫切要求更高的能量密度、安全性、循环寿命。 针对下一代电池技术，瞄准产业应用的趋势变化， 蜂巢能源于近日展示了第二代龙 ...

Core Viewpoint - The article highlights the advancements and strategic positioning of Guoxuan High-Tech in the battery industry, particularly focusing on solid-state and semi-solid-state battery technologies, as well as their applications in various sectors such as commercial vehicles and energy storage [3][27]. Group 1: Solid-State Battery Innovations - Guoxuan High-Tech has made significant breakthroughs in solid-state battery technology, with the introduction of the Jinshi solid-state battery, which has achieved a 60% increase in ionic conductivity and improved air stability [5][6]. - The company has established its first solid-state experimental line with a design capacity of 0.2 GWh, achieving a 90% yield rate and demonstrating enhanced safety performance through rigorous testing [6][10]. - The Gyuan semi-solid-state battery, with an energy density of 300 Wh/kg, addresses range anxiety by enabling electric vehicles to achieve a range of 1000 kilometers [8][10]. Group 2: Commercial Vehicle Applications - The Gxing Super Heavy Truck standard box has set a new industry benchmark with a single package energy capacity of 116 kWh and an energy density of 175 Wh/kg, addressing challenges in the electrification of commercial vehicles [11][13]. - This battery system incorporates advanced charging technologies, achieving a 30% increase in charging efficiency and maintaining performance even in extreme low temperatures [13]. - The Gxing standard box features a "zero degradation" technology, allowing for 3000 cycles with no capacity loss, thus providing a lifespan of 12 years and supporting over 120,000 kilometers of driving [13]. Group 3: Energy Storage Solutions - Guoxuan High-Tech has launched the Qianyuan Smart Storage 20MWh battery system, which boasts a 25-year design life and a seven-level safety protection system, addressing the growing demand for high-capacity and reliable energy storage solutions [15][17]. - The company has received over 6 GWh in orders for this storage system, indicating strong market interest and potential for growth in the energy storage sector [17]. Group 4: Manufacturing Efficiency and AI Integration - The introduction of the Axtrem industrial AI system has significantly improved production efficiency by 20% and reduced costs by 20%, addressing the challenges of maintaining quality while scaling production [22][25]. - The AI system predicts potential quality issues and optimizes equipment parameters, ensuring stable production and minimizing defects [25]. Group 5: Strategic Vision and Market Positioning - Guoxuan High-Tech aims to achieve full-chain innovation by integrating domestic equipment, material innovations, and application scenarios, moving towards the goal of industrializing the "ultimate battery" [27]. - The company is positioned to capitalize on the growing demand for electric commercial vehicles, forecasting a 30% annual growth rate in the sector over the next five years [13][20].

◆ 电池 ◆ 美国将推进对中国出口负极材料 上海洗霸拟投入500万元 收购多项固态电池专利 01 5月21日晚上海洗霸公告，以500万元购买《一种同轴包覆MOF层的聚氨酯基纳米纤维膜及其制 备方法和应用》《一种不对称双层宽温域不易燃复合固态电解质制备方法及低温应用》2项发明专 利的专利权。 同时，上海洗霸与核心技术团队、管理团队等相关主体拟合资设立2家控股子公司，注册资本均为 1000万元。上海洗霸称，此举意在推动包括特种固态锂离子电池技术的产业化发展，完善公司在 新能源细分领域的布局。 小米投资合肥固态电池企业 02 固态电池企业合肥因势新材料科技有限公司，近期新增小米旗下瀚星创业投资有限公司、强邦新 材、合肥市包河区科创种子基金合伙企业（有限合伙）为股东，注册资本由100万元人民币增至约 111.67万元人民币。 这家公司在5月初刚刚完成一项名为"一种基于氧掺杂的硫化物固体电解质及 其制备方法"的技术成果转化。 沃太能源西南生产基地开工 03 沃太能源发布消息称，沃太能源西南生产基地项目开工仪式在云南省昆明市嵩明县杨林经开区举 行。 基于西南市场的庞大需求，沃太能源西南生产基地建筑规划面积超9.7万平方米 ...

主办单位： 高工钠电、高工产业研究院（GGII） 6月会议预告 2025高工钠电 产业峰会 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 全球能源 锂电 产业规模加速迈向 TWh 时代 ， 激烈的价格竞争每天冲击着企业的成本底线。 2024 年中国锂电市场呈现 " 量增价跌 " 的显著特征 、 2 025 年 电芯价格 已经跌入 0. 2 元 /Wh 时代 ，行业整体盈利能力面临严峻挑战。 GGII 统计 显示，尽管中国锂电池出货量逆势增长 32.6% 至 1175GWh ，但 24 家主要锂电上 市公司的锂电池业务总营收合计约 6795 亿元，同比下降 8.7% 。 产业链上游材料端同样面临巨大压力，主要材料供应商营收普遍下滑，其中正极材料降幅超过 40% ，电解液、负极、隔膜营收也分别同比下降 20% 、 4.5% 和 11.7% 。 这一现象反映了全产 ...

| 6月会议预告 | | | --- | --- | | | 2025高工钠电 产业峰会 | | 主办单位： | 高工钠电、高工产业研究院（GGII） | | 总冠名： | 众钠能源 | | 会议时间： | 6月9日 | | 会议地点： | 苏州香格里拉大酒店（苏州虎丘区塔园路168号） | | | 2025高工固态电池 | | | 技术与应用峰会 | | 主办单位： | 高工锂电、高工储能、高工产业研究院（GGII） | | 总冠名： | 利元亨 | | 会议时间： | 6月10日 | | 会议地点： | 苏州香格里拉大酒店（苏州虎丘区塔园路168号） | 近年来，应用端对快充性能要求的日益提升，电池 的 充电 倍率 性能 指标 也水涨船高 。 近期 行业 龙头 推出 的 快充电池倍率已超10C以上。 然而 ， 在 行业 对 峰值倍率 的 关注 与 探讨 之外 ，始终 践行 超快充动力电池技术路线的 巨湾技研 ，选择 了 一条不同的技术路径—— 比起峰值 充电倍率，巨湾技研更关注电池充电的均值倍率，并采取了全恒流8.8C以上的超快充策略。 2024年底，大功率充电新国标的全面出台。新国标 将电流上限从250 ...

总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 在 " 双碳 " 目标驱动下，新能源智能装备正向技术迭代加速、检测标准动态升级、全生命周期管 理深化三大方向发展。 一方面， 锂电技术革新催生钠离子、固态电池等新型技术，叠加 800V 高压快充普及，倒逼检测 标准与智能化水平同步提升。 另一方面， 行业竞争焦点逐步转向安全 、 成本 、 效能协同优化，覆盖制造、应用、回收的全链 路智慧检测体系成为企业构建核心竞争力的关键。 瑞能股份董事长毛广甫 指出，要实现电池价值最大化，必须建立覆盖制造、使用、回收全生命周 期的管理体系。 面向电池后市场测试领域 ，瑞能股份针对新能源汽车维修保养市场推出了 符合新国标测试（ GBT44500-2024 ）要求的"新能源车充电与电气安全检 ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 长期以来，能量密度被视作电池技术创新的首要驱动力，然而， 高能量密度 电池体系 伴生的 安 全 风险， 则成为决定其 商业化 成败的 瓶颈 。 今年 4 月 ，中国动力电池新国标正式 发布 ， 对电池提出了 "绝对安全"的强制性标准。 工信部 亦在其《 2025 年汽车标准化工作要点》中明确要求加快固态电池等标准的研制。 这些政策 导 向均凸显了安全性的核心地位，表明 在追求更高能量密度的同时确保高安全 是 固态 电池规模化应用的先决条件。 高安全标准， 显然正 成为驱动电池技术革新的关键 因素 。 与此同时，电池 固态化 在 提升 能量密度与安全性上的 双重 潜力，正推动其应用从特定领域向 广阔的泛能源生态系统延伸。 当前，全固态电池仍在努力攻克核心技术和成本难题，而 半固态 和 ...

Battery - Jinlongyu Group has signed a procurement order for 100,000 high-energy density solid-state battery cells for drones, with the EC01 series having an energy density of 500Wh/kg [2] - TDK is accelerating the launch of its next-generation silicon-based anode battery, with plans to meet the demands of smartphone manufacturers, including Apple, with shipments expected to start soon [3] - Yihua New Energy has signed a project agreement for solid-state lithium-ion batteries in Pengze, Jiangxi, with an initial investment of 300 million yuan to build four production lines [4] Materials - Sanfu New Materials plans to invest 620 million yuan in a project for high-safety key materials for solid-state/semi-solid lithium batteries and high-frequency electronic information composite materials, with an annual production capacity of 5GWh for key materials [6] Automotive - Volkswagen Group announced that starting in 2026, all its electric vehicle models will transition to a new platform called MEB Plus, fully adopting lower-cost LFP batteries, with the ID.2 model being the first to feature this battery type [8]