Core Viewpoint - The article discusses the advancements and challenges faced by Chinese lithium battery material companies in Finland, highlighting the strategic importance of the region for the European market and the complexities involved in project execution [3][6][7]. Group 1: Industry Developments - The 2025 High-Performance Sodium Battery Industry Summit and the 2025 High-Performance Solid-State Battery Technology and Application Summit are scheduled for June 9 and June 10, respectively, in Suzhou, China [2][3]. - A new lithium battery cathode material project by Dangsheng Technology (Finland) has commenced, with a total investment of approximately €800 million (around 6.537 billion RMB), aiming for an initial production capacity of 60,000 tons/year of NCM [4]. - Sanyuan Technology plans to establish a lithium-ion battery anode material integrated project in Finland, with a projected annual capacity of 100,000 tons, divided into two phases [5]. Group 2: Regional Advantages - Finland's geographical proximity to the Baltic Sea facilitates easy access to European markets, enhancing logistics for raw materials and products [6]. - The country possesses abundant resources necessary for lithium battery production, including nickel, cobalt, and lithium, along with a stable supply of graphite materials from its forestry industry [6]. - Finland's renewable energy resources, such as hydropower and biomass, contribute to lower energy costs, making it an attractive location for energy-intensive lithium battery production [6]. Group 3: Challenges and Uncertainties - The construction cycle for lithium battery projects in Europe is notably longer, with Dangsheng Technology's project planning initiated six years ago and Sanyuan Technology's projects requiring two years for each phase [6]. - The international market's volatility and changing geopolitical landscape have introduced uncertainties for Chinese companies operating in Finland, exemplified by Zhongwei Co.'s decision to shelve its high-nickel ternary precursor production project after four years of planning [7].

◆ 电池 ◆ 宁德时代通过港交所聆讯 01 5月6日，全球动力电池龙头企业宁德时代正式通过港交所主板上市聆讯，此次港股IPO拟募资约 50亿美元（约390亿港元），预计将于5月上旬启动预路演及建簿招股。 紫金矿业收购 藏格矿业 01 5月7日，紫金矿业发布《关于完成藏格矿业股份有限公司控制权收购的公告》。 仙桃首艘纯电船舶完成试航 02 近日，仙桃首艘自主建造的纯电动力游览船在武汉豹澥湖水域圆满完成航行(系泊)试验。 中创新航获汽车传感器龙头实控权 03 5月6日晚间，苏奥传感公告，公司实际控制人李宏庆同意将其持有的公司8762.04万股股份转让 给中创新航，转让股份占公司股份总数的比例为11%。同时，李宏庆将无条件且不可撤销地放弃 1.56亿股股份的表决权，占公司股份总数的比例为19.55%。至此，中创新航持有的表决权股份占 公司股份总数的比例上升至11%，原实控人李宏庆持有的股份占公司股份总数的比例下降至6%。 中创新航将取得苏奥传感的控制权，成为苏奥传感的控股股东、实际控制人。 另据双方签署的《附条件生效的股份认购协议》，苏奥传感拟向中创新航定向发行不超过1.19亿 股A股股份，拟募资总额不超过6.73 ...

摘要 利元亨 指出， 这背后是资金支出的严密管控、持续优化的供应商付款策略以及整体控本降费 减少了现金开支，使得经营性现金流出同比减少 。健康的现金流不仅为公司筑起了更厚的财 务安全垫，也为日常运营和未来投入注入了 流动 性。 回顾来看， 2025 年第一季度的企稳，建立在 2024 年一系列深刻变革的基础上。 利元亨一季度实现扭亏为盈。 经过一年的战略聚焦与内部优化，利元亨在 2025 年首季迎来了业绩拐点。 一季度， 利元亨 实现归属于母公司股东净利润 1282 万元人民币，成功扭转亏损局面 ，初 步验证了其转型调整的成效。同期，公司营收录得 7.15 亿元。 作为企业正常运转与抗风险能力的重要验证， 利元亨一季度经营性现金流转正，现金流量净 额 1.18 亿元 。主要得益于公司严控资金支出，持续优化调整供应商付款方式，着力控本降 费减少费用现金开支。 成本控制、效率提升 带动业绩改善 这次盈利能力的提升，并非市场偶然，而是源于公司 2024 年 的 主动 变革 。管理层将其归 功于严格的成本控制措施落地、项目执行效率提升带来的毛利率改善，以及期间费用的有效压 缩。 数据层面， 一季度营业成本同比下降 2 ...

Core Viewpoint - The article highlights the rapid growth and demand for high-density lithium iron phosphate (LFP) batteries, particularly driven by advancements in fast-charging technology and the limited number of companies capable of producing high-density LFP using the oxalic acid iron preparation method [1][5]. Industry Overview - In Q1 2025, China's lithium battery shipments reached 314 GWh, a year-on-year increase of 55%, with lithium iron phosphate cathode material shipments at 760,000 tons, accounting for 76% of total cathode material shipments and achieving a year-on-year growth of 94% [2]. - High-density LFP products are leading the market in terms of orders and profit margins, primarily used in fast-charging power batteries and large energy storage cells [3][4]. Technological Advancements - The oxalic acid iron preparation method is gaining traction, with only 2-3 companies mastering this technology, which is utilized by CATL in its Shenxing battery [5][6]. - The oxalic acid method allows for a single sintering process, resulting in higher purity and better performance compared to the traditional iron phosphate method, which requires multiple sintering and incurs higher energy costs [6][7]. Company Developments - Pengbo New Materials has initiated a new lithium iron phosphate project in Shanxi, with an annual production capacity of 200,000 tons planned to commence trial production in September 2025 [5]. - The company has developed various high-density LFP products, achieving stable mass production and technological leadership in the field [9][10]. Market Positioning - Pengbo New Materials is positioned strongly in the high-density LFP market, with its products already being used in high-end electric vehicles and commercial energy storage applications [12]. - The company has established production bases in Ningxiang and Yangquan, with a total planned capacity of 100,000 tons per year to meet the growing demand for LFP materials [12]. Upcoming Events - Pengbo New Materials will showcase its products at the CIBF 2025 from May 15-17, 2025, in Shenzhen, highlighting its advancements in LFP and manganese iron lithium materials [11][13].

Core Viewpoint - The article discusses the advancements and potential applications of composite current collectors in the battery industry, particularly in consumer electronics and next-generation battery technologies. 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: Composite Current Collector Developments - Jiangsu Yinglian Composite Current Collector has partnered with a leading global polymer lithium-ion battery supplier for joint development, indicating a significant step towards industrialization [3] - The partner is speculated to be CATL, which has made strategic investments in silicon-based anode materials, enhancing the potential for composite current collectors in consumer electronics [3] Group 3: Production Capacity Expansion - Jiangsu Yinglian is investing approximately 3.089 billion RMB in a composite current collector project in Gaoyou, Jiangsu, aiming for an annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil [4] - Currently, there are five production lines for both composite aluminum and copper foils, which are crucial for ensuring future market supply [5] Group 4: Technical Advantages - Composite current collector technology offers significant advantages in energy density and weight reduction, with composite copper foil reducing weight by 50-60% and composite aluminum foil by 30-40% compared to traditional materials [5] - The energy density of batteries using composite current collectors has been reported to increase by 6.10% compared to conventional collectors [5] Group 5: Market Applications - OPPO has launched a five-layer sandwich safety battery utilizing composite current collector technology, showcasing its practical application in consumer electronics [5] - Other suppliers, like Jinmei New Materials, are diversifying their customer base beyond power battery giants to include energy storage and consumer electronics [6] Group 6: Future Prospects - Jiangsu Yinglian is collaborating with a well-known automotive research institute to develop integrated new materials for next-generation battery technologies [7] - The humanoid robot sector is also showing demand for composite current collectors, with companies like Sanfu New Technology introducing advanced products aimed at high-end consumer electronics and emerging technologies [8] - Despite the promising developments, challenges remain in the conductivity of composite current collectors compared to traditional copper foils, necessitating material and process improvements [8]

◆ 电池 ◆ 宁德时代或扩大印尼投资 01 消息称，宁德时代正寻求10亿美元贷款用于扩大印尼工厂。这笔贷款的期限可能为5至7年，资金 将用于支持宁德时代在印尼的合资公司，后者计划在西爪哇省卡拉旺建设电池工厂。 冠宇准固态动力电池项目通过验收 02 近日，由珠海冠宇电池股份有限公司牵头承担的广东省重点领域研发计划项目"准固态动力锂电池 的研发与产业化应用"顺利通过广东省科学技术厅专家组验收。 该项目联合哈尔滨工业大学、中科院青岛生物能源与过程研究所等5家科研单位，攻克准固态电池 产业化核心技术，推动我国准固态电池产业化进程取得重要进展。 项目团队成功突破解决固体电解质膜卷对卷制备技术、高面容量电极低阻抗界面构筑技术、基于原 位聚合固态化界面融合的准固态单体电池制备技术、准固态动力电池失效机制、准固态电池健康状 态实时检测及管理技术等关键技术；完成准固态动力电池单体和PACK系统的开发，并实现装车示 范应用。各项指标均达到任务书指标要求，专家组一致同意项目通过验收。 1GWh固态电池项目落户河北 北京先进固态电池材料开发项目获批 06 北京市怀柔区生态环境局消息显示，先进固态电池北京市工程研究中心（怀柔部分：先进 ...

Core Viewpoint - The article emphasizes the rapid development and standardization of the chassis-based battery swapping model for new energy heavy trucks, marking a significant step towards a more efficient and low-carbon future [2]. Group 1: Policy and Standards - Shanxi Province has released the first local standard for battery swapping stations for new energy heavy trucks, effective from July 10 this year, addressing the lack of unified regulations in the industry [2][4]. - The standard outlines essential technical requirements for the construction and operation of battery swapping stations, including site planning, power supply systems, vehicle guidance systems, battery replacement systems, and safety requirements [4][5]. - The introduction of this standard fills a policy gap in the construction of battery swapping stations, providing a framework for industry development [5]. Group 2: Advantages of Chassis-Based Battery Swapping - Chassis-based battery swapping is gaining attention due to its advantages over other energy replenishment methods, such as charging and LNG, which face challenges like slow replenishment speed and high costs [7][8]. - This model offers significant benefits, including enhanced range for long-distance transport, lower vehicle center of gravity for improved stability, and increased cargo space [8][9]. - The standard mandates compatibility across different manufacturers, allowing for greater flexibility and convenience in battery swapping [8]. Group 3: Industry Dynamics and Collaborations - Companies like CATL (Contemporary Amperex Technology Co., Limited) are actively investing in the chassis-based battery swapping market, supported by strong financial performance, with a reported revenue of 84.7 billion yuan and a net profit of 13.9 billion yuan in Q1 2025 [12]. - Strategic collaborations are emerging, such as between Sinopec and CATL, aiming to establish at least 500 battery swapping stations by 2025, with plans to expand to 10,000 stations nationwide [13]. - The collaboration between the Ministry of Transport's research institute and CATL focuses on standardizing battery swapping technology and infrastructure, promoting a unified industry development [13][14]. Group 4: Future Outlook - The rise of the battery swapping model is expected to significantly enhance the efficiency and convenience of energy replenishment in the heavy truck sector, contributing to the transformation of green logistics [14]. - Industry forecasts suggest that the sales of new energy commercial vehicles in China will continue to grow rapidly, with battery swapping becoming a mainstream energy replenishment method, particularly in bulk logistics and long-distance transport [14].

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 6月会议预告 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 近期，印度尼西亚新能源市场迎来重要转折。 在韩国 LGES 正式宣布退出其在印尼的数百亿元大型项目之后，以华友钴业为代表的中国锂电企 业有望推进印尼锂电市场，华友钴业董事长陈雪华表示，或联合产业链伙伴共同推进（接手）该项 目。无独有偶，宁德时代也于近日传出消息，将寻求 10 亿美元（约 72 亿人民币）贷款用于印尼 的合资公司，该合资公司计划在印尼西爪哇省卡拉旺建设电池工厂。 不论从金额规模，还是产业链深度来看， 以中国锂电产业链集体取代韩国 LGES 大型锂电项目， 有望成为 2025 年国内锂电集体出海的一次"豪赌"。 据了解， LGES 在印尼的一揽子大型锂电项目涵盖镍矿加工、电池制造、回收利用等全产业链， 该项目总 ...

● 15年，从破土萌芽，到枝桠参天；从步履蹒跚，到健步如飞。以2010年"十城千辆"为肇始，在新能源汽车产业的强 力牵引下，中国动力电池发展走过了波澜壮阔的15年。 ● 15年，筚路蓝缕，玉汝于成。中国动力电池产业经历了从0到1，从弱小到壮大，从跟随到领跑的完整历程，如今已经 成为中国制造走向全球的"新三样"代表，也成为中国经济转型升级的时代注脚。 ● 以 2025年为转折，中国动力电池产业将开启新的15年征程。瞭望新征程，将会是更具挑战，交通电动化向全场景渗 透，能源体系变革也加速走向纵深，这也意味着，新应用场景开启，新技术与产品创新，新商业模式落地，新的产业生 态与格局。 2025 年伊始，关于下一代动力电池的讨论似乎正被一种 " 共识 " 所引导。 在中国，一项由顶尖 科学家提出的、 将硫化物固态电解质置于 " 锚点 " 地位 的全固态电池技术路线图，为产业描绘 了清晰的阶段性目标： 从 2025 年起步，逐步攻克硅基负极，最终在 2030 年后挑战锂金属负极，剑指 500Wh/kg 乃 至更高的能量密度。这一规划因其明确性和权威性，迅速被市场解读为固态电池产业化方向的 " 定心丸 " 。 硫化物固态电 ...

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） ● 全面电动化开启万亿级新能源产业新纪元。 固态电池凭借超高理论能量密度、本质安全性及长 循环寿命，成为新能源汽车、储能、eVTOL、AI、消费电子等领域的终极电池技术。 ● 电池环节， 国内全固态电池技术上取得重大进展。比亚迪、一汽相继宣布成功研制出超过 60Ah的大容量全固态电芯，标志着全固态电池技术从基础科学研究、功能性开发迈向实际应用阶 段。 ● 材料环节， 在固态电解质研发中，硫化物成主流，氧化物/聚合物等多路径并行突破。为了突 破性能瓶颈，全固态电池材料研发呈现出多元复合化趋势，包括采用复合固态电解质、复合改性正 负极材料等。 ● 设备环节， 干法电极设备、固态电池中试线整线订单开始浮现，行业接下来将面临放大生产的 工程化和产业化的挑战，一致性、良品率、生产效率及成本等问题亟待突破。 ● 谋准高潜力赛道，固态电池规模化落地可期。 目前，半固态电池作为过渡方案已进入车企供 ...