◆ 电池 ◆ 中创新航出资24亿元 与邯郸市城运集团成立合资公司 01 5月28日，中创新航发布公告，宣布与邯郸市产投集团及邯郸市城运集团签署合资协议，计划共同 成立合资公司。根据协议，合资公司的注册资本为40亿元，其中公司出资24亿元，持股60%；邯 郸方出资16亿元，持股40%。合资公司将成为公司的附属公司，其财务业绩将并入公司的综合财 务报表。 瑞浦兰钧与晓星重工 达成2.5GWh战略合作 02 5月27日，瑞浦兰钧与韩国晓星重工业（Hyosung Heavy Industries）签署战略合作备忘录 （MoU），双方将围绕储能电芯供应、系统集成及市场推广展开深度协同。根据协议，瑞浦兰钧 将为晓星提供2.5GWh储能电芯、模组及直流侧集装箱，并输出系统设计集成与质量控制能力；晓 星则依托其在全球电力设备市场的渠道网络，负责本地化适配、认证及推广。 瑞浦兰钧此次供应的主力产品为新一代392Ah储能电芯，其能量密度达415Wh/L，循环寿命超 12,000次，并通过GB 44240-2024浅刺测试（热失控不起火、不爆炸），适配极端气候与高负 荷场景；双方合作的Powtrix™直流侧集装箱储能系统容量达6. ...

Core Viewpoint - The article emphasizes the importance of technological innovation and differentiation in the lithium battery separator industry, particularly in the context of increasing competition and the need for higher performance and safety standards in battery applications [34][35]. Group 1: Separator Market Trends - The market for wet-process separators is growing, with a shipment share exceeding 80% by Q1 2025, driven by the demand for higher performance and safety [3][4]. - The industry is witnessing a shift towards thinner and lighter separators, alongside the adoption of ultra-fast charging technologies and the implementation of new national standards for power batteries [4][5]. Group 2: Company Innovations - Enjie Co., Ltd. has introduced new separator products focusing on core material improvements, particularly in the base film, which is crucial for enhancing safety and performance [6][7]. - The X series high-safety base film has improved the membrane rupture temperature from 150°C to 230°C, significantly widening the safety window from 10°C to 90°C, thus addressing safety challenges associated with higher energy densities [9][10]. Group 3: Fast Charging Capabilities - The I series high-wetting base film enhances electrolyte wetting efficiency and ionic conductivity by approximately 60%, enabling better fast-charging performance without significantly increasing porosity [12][11]. - Enjie aims to meet the dual demands of high energy density and ultra-fast charging through innovative approaches that improve the interaction between the electrolyte and the separator [12][11]. Group 4: Solid-State Battery Materials - Enjie has launched a series of solid-state battery materials, including lithium sulfide and solid electrolytes, achieving key breakthroughs in core performance indicators [14][16]. - The company has developed a method for producing high-purity lithium sulfide, which is critical for reducing costs in solid-state battery production, with a projected price drop to 500,000 yuan per ton in the next 3-5 years [17][16]. Group 5: R&D and Market Position - Enjie has increased its R&D investment from 5.75% of revenue in 2022 to 6.52% in 2024, reflecting a strong commitment to innovation [35][36]. - The company has established a comprehensive R&D system and holds over 600 effective patents, with 482 specifically related to separators, creating a robust technological barrier [35][36]. Group 6: Dry Process Separator Strategy - Enjie is actively innovating in the dry-process separator segment, achieving a minimum thickness of 12 μm and developing even thinner products [28][29]. - The unique "blown film" process enhances the strength and application potential of dry-process separators, allowing them to remain competitive in specific market segments [29][30].

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 中国动力电池新国家标准的出台 、 恰逢固态电池进入量产前夜 ， 两股趋势 正引领锂电产业朝更高性能、更严苛安全标准 " 双维度提升 " 的 方向 积极演进。 此 背景下，国轩高科近日宣布， 其今年 5 月推出的 G 垣准固态电池，已顺利通过新国标对极端条件下 " 不起火、不爆炸 " 的强制性测试要求。 据该公司介绍，这一成果的目标是攻克长期以来电动汽车在追求高安全性与长续航里程时面临的平衡挑战。 国轩高科同时透露， 公司 已为 G 垣准固态电池的规模化生产及关键的良品率保障做好了相应准备。 上述系列进展，有望为动力电池产业整体向更高安全与性能层级迈进提供新的 G 垣准固态电池：立足安全，多维创新驱动 备受行业关注的 GB38031-2025 《电动汽车用动力蓄电池安全要求》由中国工 ...

Core Viewpoint - The article emphasizes the upcoming 2025 High-Performance Solid-State Battery Technology and Application Summit, highlighting its significance in addressing the challenges of solid-state battery commercialization and the integration of AI technology to overcome interface impedance issues [4][24]. Group 1: Event Details - The summit is scheduled for June 10, 2025, at the Shangri-La Hotel in Suzhou [7][21]. - The event is organized by GGII, which includes G High-Tech Lithium Battery, G High-Tech Energy Storage, and G High-Tech Industry Research Institute [1][3]. Group 2: Industry Challenges and Innovations - The article discusses the critical challenge of achieving a solid-state battery with a failure rate of less than or equal to 1% [9]. - It mentions the need for breakthroughs in energy density, targeting 500 Wh/kg, and the ongoing efforts to resolve the "crystal curse" in solid-state battery technology [14][27]. - The article highlights the importance of cost reduction in materials, specifically aiming for 500,000 yuan per ton for lithium sulfide and 100,000 yuan per ton for silicon-carbon [27]. Group 3: Market Opportunities - The summit will explore how solid-state batteries can unlock the trillion-dollar eVTOL (electric Vertical Take-Off and Landing) market, indicating a significant growth opportunity in the low-altitude economy [31]. - The event aims to facilitate discussions on building an ecosystem for solid-state battery technology, potentially allowing China to leapfrog in the energy storage sector [24].

Core Viewpoint - The lithium battery industry is experiencing an urgent demand for innovation in processes and equipment, with companies racing to adopt new technologies like dry electrode processes and solid-state batteries to capture market share and disrupt existing market structures [4][6]. Group 1: Dry Process Technology - The success of dry process technology is not merely about equipment but requires a systemic innovation involving materials, processes, and equipment [5]. - The goal of Qingyan Electronics is to control the density fluctuation of dry film to within 0.3%, matching the top levels of wet coating machines [5]. - By 2027, it is expected that dry electrode technology will enter a phase of industrialization, with more companies investing in production lines [5][24]. Group 2: Industry Challenges and Developments - Companies like Guoxuan High-Tech are facing significant challenges in engineering and scaling up production lines for semi-solid batteries, indicating that adjustments to existing wet production lines are insufficient [6]. - The dry process offers clear advantages, such as eliminating solvents, which leads to cost reductions and environmental benefits, while also improving electrode density and energy density [7]. - The integration of multiple production steps into a streamlined process significantly reduces production and investment costs, as seen in Tesla's adoption of this technology [7]. Group 3: Qingyan Electronics' Position - Qingyan Electronics has demonstrated three core advantages: deep technical roots from Tsinghua University, strong industry collaboration, and leading scale validation with the first fully automated dry electrode production line of 0.1 GWh launched in April 2025 [8]. - The company has achieved a material discharge rate of 99.5%, significantly higher than the industry average of about 95%, which is crucial for batch stability and precision [9]. - Qingyan's second-generation equipment has improved the uniformity of film density, targeting a fluctuation control of 0.3%, which is a leading level compared to wet coating machines [10]. Group 4: Market Trends and Future Outlook - The demand for dry process technology is particularly strong among automotive manufacturers, driven by cost considerations and the influence of companies like Tesla [22]. - The market for dry process technology is expected to grow, with both new production lines and retrofitting of existing wet lines being viable options, although the immediate focus is on new capacity [23]. - The anticipated timeline for large-scale industrialization of dry electrode technology is set for 2027, marking a pivotal year for the industry [24].

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 常州锂源 T246 正极材料新品的突出优势在于 综合性能优 。 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） 伴随着全球新能源市场的蓬勃发展，磷酸铁锂电池作为新能源汽车和储能系统的重要组成部分，其 性能和技术创新一直是电芯厂家关注的焦点。 基于 正极材料的基础研究与技术创新 ， 近日，锂源 科技 在正极材料领域取得重要进展，正式发 布了一款针对低温和高倍率需求的正极材料新品 —— T246 。 该 产品不仅保留了铁锂 1 号产品 在低温性能方面的技术优势，更在倍率性能上实现了新的突破， 这一突破给电池性能带来新的提 升， 重新定义磷酸铁锂电池性能边界。 一般来说 ， 在动力电池市场 低温和续航一直是 "鱼和熊掌不可兼顾"的难题，而 T246 材料在电 池性能优化方面展 ...

Industry Events - The 2025 High-Performance Sodium Battery Industry Summit will be held on June 9 in Suzhou, organized by GGII and sponsored by Zhongna Energy [1] - The 2025 High-Performance Solid-State Battery Technology and Application Summit is scheduled for June 10 in Suzhou, organized by GGII and sponsored by Liyuanheng [1] Battery Technology Developments - Factorial Inc. has delivered its first solid-state lithium metal batteries to Avidrone Aerospace for use in long-range cargo drones, potentially doubling the range under the same payload [2] - Researchers at the Max Planck Institute have developed a breakthrough battery technology using metal fluff as electrode contact material, increasing negative electrode energy density by 85% and reducing costs by 40% [2] Company Initiatives - Ganfeng Lithium has established a new energy storage technology company in Inner Mongolia with a registered capital of 50 million yuan, focusing on energy storage technology services and battery sales [4] - Geely Holding Group's subsidiary, Jiyou Tongxing, aims to achieve a battery production capacity of 70 GWh by 2027, with eight production bases across China [6] Material Innovations - Zhonglun New Materials has achieved domestic substitution and stable mass production of lithium battery film products, with a new solid-state battery-specific BOPA film currently in the early market promotion stage [7] Equipment Advancements - Micronano plans to establish a fully automated solid-state battery pilot line in Dongguan by the end of June, providing free experimental access for researchers [7][8] International Collaborations - Samsung SDI and LGES will set up lithium iron phosphate (LFP) battery production lines in the U.S., with plans to modify existing facilities to accommodate LFP alongside nickel-rich batteries [10]

Core Viewpoint - The article discusses the strategic positioning and technological advancements of Jiyao Tongxing Energy Technology Co., Ltd. (吉曜通行), emphasizing its commitment to safety, innovation, and sustainability in the battery industry, particularly in the context of its new product launch and global market expansion [6][10][25]. Group 1: Strategic Positioning - Jiyao Tongxing aims to achieve a production capacity of 70 GWh by 2027, with eight production bases across China [7]. - The company has integrated its battery business under the Geely Holding Group, aligning with the "Taizhou Declaration" to enhance its strategic direction [7]. - The new brand identity "Jiyao Tongxing ENERGEE" reflects its core values centered around energy, Geely, and green initiatives [7]. Group 2: Technological Innovations - The company emphasizes extreme safety in its battery technology, having passed rigorous safety tests that exceed national standards [19][20]. - The newly launched "Jin Zhuan" battery series features innovations such as intelligent fast charging technology, achieving an 80% to 100% state of charge in just 11.5 minutes, a 75% improvement over conventional batteries [22]. - The battery series also boasts a cycle life of 4500 cycles, showcasing its longevity and reliability [23]. Group 3: Environmental Sustainability - Jiyao Tongxing aims to reduce over 220 million tons of CO2 emissions by 2030 through the development of long-life batteries and a circular economy in the battery industry [15]. - The company is committed to creating a "lower carbon, more environmentally friendly, and more circular" battery ecosystem [15]. Group 4: Collaborative Ecosystem - The company focuses on global synergy and collaboration with partners, including a joint venture with Renault to enhance its market presence [10]. - Jiyao Tongxing promotes an ecosystem of win-win partnerships, emphasizing resource sharing and strategic cooperation with suppliers [14]. - The company believes that true ecological win-win scenarios begin with strategic consensus and collaborative value creation [15].

Group 1 - The 2025 High-Performance Solid-State Battery Technology and Application Summit will be held on June 10 at the Shangri-La Hotel in Suzhou [2] - The summit will focus on advancements in solid-state battery technology, innovations in materials and equipment, market trend analysis, and exploration of applications across various scenarios [2] - The event is sponsored by Liyuanheng and will feature three main sessions: Key "Puzzles" for All-Scenario Applications, Innovations in Equipment and Materials, and Distinguishing Market Trends [2] Group 2 - The first batch of attendees for the summit has been announced, with a countdown of 17 days to the event [3]

Battery - Huyuan Lithium Innovation has delivered its first batch of solid-state power battery packs for construction robots to Jincrown Intelligent Technology, featuring a 350Wh/kg series that offers double the energy density of traditional lithium batteries and a weight reduction of up to 40% [3] - Qingtao Energy's solid-state battery project in Chengdu is progressing, with an environmental impact assessment for a 15GWh production facility approved, covering approximately 446 acres [5] - New Energy An has developed a 74V28Ah battery system for the high-performance smart electric motorcycle E-VO launched by Wuyang Honda [6] Materials - Zaozhuang Huabo Chemical has announced a public review for its projects to produce 20,000 tons of lithium hexafluorophosphate and 20,000 tons of electrolyte additives in Shandong, with a total investment of 150 million yuan [7] Battery Recycling - Hubei Baifu Recycling Resources has proposed a project to process 20,000 tons of used power batteries annually in Xiantao, with a total investment of 220 million yuan, utilizing existing facilities for upgrades [8] Overseas - Guoxuan High-Tech has commenced construction of Africa's first large-scale electric vehicle battery factory in Morocco, with an initial planned capacity of 20GWh, aiming to expand to 40GWh, targeting the European market [10]