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：粉体网 前言 目前市场上主流的低空飞行器通常采用的是能量密度为 280~320Wh/ kg 的锂离子电池，这类电池 的正极通常采用钴酸锂材料或三元材料，负极通常采用人造石墨或硅碳负极材料。该类电池能量密 度较高，在高倍率放电性能方面可满足低空飞行器的短时使用需求，但从长期来看，该类电池的能 量密度仍无法覆盖低空飞行器所有的应用场景，例如电动垂直起降飞行器（ eVTOL ）或其他大型 电动飞行器需要跨城区远距离飞行（ >250km ），所以， eVTOL 要求电池高安全、高能量密 度、高功率密度，固态 / 半固态电池或为未来的主流路线。 固态电池技术分析 根据液态电解质的含量，电池可分为液态（电解液质量占比为 10% ～ 25% ，以 wt% 表示，即 为 10wt% ～ 25wt% ）、半固态（ 5wt% ～ 10wt% ）、准固态（ 0 ～ 5wt% ）和全固态 （ 0wt% ）四类，其中半固态、准固态和全固态统称为固态电池。全固态电池完全由固态物质组 成，安全性、能量密度、使用寿命、温度适应性、机械强度等 ...

比亚迪的董事长王传福、正泰电器的董事长南存辉和宁德时代的董事长曾毓群，成为A股储能板块年薪 前三的董事长，也是唯三2024年年薪超过500万元的董事长。 宁德时代2024年实现营业收入3620.13亿元，同比减少9.70%；实现归母净利润507.45亿元，同比增长 15.01%，日赚1.39亿元。曾毓群却是板块年薪前三的董事长中，唯一一位年薪同比下滑的董事长。 Wind数据显示，2024年，曾毓群年薪为574.30万元，同比2023年的640.65万元下滑10.36%。 具体来看，2024年年薪前十的董事长分别为比亚迪（002594.SZ）王传福、正泰电器（601877.SH）南存 辉、宁德时代（300750.SZ）曾毓群、亿纬锂能（300014.SZ）刘金成、特变电工（600089.SH）张新、 孚能科技（688567.SH）谢勇、欣旺达（300207.SZ）王威、阳光电源（300274.SZ）曹仁贤、盛弘股份 （300693.SZ）方兴和科华数据（002335.SZ）陈成辉，年薪从高到底排序分别为765.50万元、579.94万 元、574.30万元、457.33万元、445.00万元、420.31万元、 ...

智通财经记者 | 高菁 在海外动力电池市场中，中国企业的优势也逐渐显现。 5月9日，韩国研究机构SNE Research(下称SNE)发布除中国外全球动力电池市场最新统计数据。除中国 市场外，今年1-3月全球动力电池装车量为98.4 GWh，同比增长26.5%。 同期，包括中国市场在内的全球市场动力电池装机总量为221.8 GWh，同比增长38.8%。由此可见，一 季度，中国为全球动力电池市场贡献了超一半的装车量，且增势迅猛。 今年一季度，共有五家中国企业跻身除中国外全球动力电池装车量前十榜单，较上年同期增加一家。按 照排名顺序依次为宁德时代(300750.SZ)、比亚迪(002594.SZ)、国轩高科(002074.SZ)、中创新航 (03931.HK)和孚能科技(688567.SH)。 比亚迪一季度在除中国外全球市场中的动力电池装车量为6.4 GWh，同比增长了104.7%，市占率达 6.5%，较去年同期增长了2.5个百分点，位居榜单第六位。 比亚迪是榜单中市占率增长最多的企业，且一直保持着较高的增速。SNE指出，比亚迪正迅速将其业务 范围从中国国内市场扩展至亚洲和欧洲，并迅速增加其海外销售额。 国轩高科 ...

孚能科技易主，迎来定局！ 5月8日， 孚能科技正式发布关于 控股股东及实际控制人变更完成的提示性公告。 公告称， 5月7日孚能科技召开了公司2025年第二次临时股东大会，审议通过了董事会换届选举相关议案， 公司控股股东由 Farasis Energy（Asia Pacific）Limited变更为广州工业投资控股集团有限公司（以下简称：工控集团），公司实际控制人由YUWANG、Keith D. Kepler 变更为广州市人民政府。 相关资料显示， 工控集团为市管国企， 由广州市人民政府和广东省财政厅分别持股90%、10%。 分产品来看， 孚能科技电芯毛利率达到30.57%，同比增加13.27个百分点；模组 毛利率增加了9.21个百分点；电池包 毛利率增加了6.96个 百分点。 孚能科技对此表示， 本次控制权变更不会对日常生产经营产生实质性影响， 工控集团有望在战略层面、市场拓展层面、研发层面、融资层面 及管理支持层面给公司提供全方位的支持。 行业认为， 工控集团的入局，将对 孚能科技业务拓展带来较大的助力， 有利于其长期稳健发展。 01 2024年 大幅减亏82.22% 孚能科技是 全球三元软包动力电池龙头企 ...

欢迎扫码预约 起点锂电圆桌技术派对话直播议程如下： 活动名称： 起点锂电圆桌技术派直播 | 圆桌技术派场 | 主题 | 对话及探讨具体方向 | | --- | --- | --- | | 次 | | | | | | 1、 新国标实施对电池行业有哪些影响？ | | | | 2、 新国标要求的不起火、不爆炸，从产品和技术层面实 | | | | 现难度？ | | 5月16日上午 | | | | | 汽车动力电池新国标专题 | 3、 符合新国标的电池技术路径和解决方案是哪些？ | | 10：00-12： | | | | 00 | | 4、如何拓宽动力电池性能边界？ | | | | 对话企业： | | | | 国轩高科、 孚能科技、多氟多、尚水智能 | | 5月16日下午 | 进击 500Ah+大储能电芯 | 1、 储能大电芯快速发展的背后逻辑是什么？ | | | 专题 | | | 14：00-16： | | 2、 500Ah+大储能电芯对材料和工艺的挑战有哪些？ | | 00 | | | | | | 3、 500Ah+大储能电芯给客户带来哪些价值？ | 活动形式： 圆桌论坛+主持提问+在线直播 活动主题： 聚焦新技术 ...

Core Points - The company will hold an investor performance briefing on May 15, 2025, from 15:00 to 17:00 [2][5] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][5] - Investors can submit questions from May 9 to May 14, 2025, and the company will address common concerns during the briefing [2][4] Meeting Details - The meeting will focus on the company's operational results and financial indicators for the fiscal year 2024 and the first quarter of 2025 [3] - Key personnel attending the meeting include the General Manager, Secretary of the Board, Financial Officer, and an Independent Director [4] - Investors can participate online through the Shanghai Stock Exchange Roadshow Center [4][5] Contact Information - For inquiries, investors can contact Mr. Wang via phone or email [6] - The company encourages investors to check the Shanghai Stock Exchange Roadshow Center for updates and main content after the meeting [6]

Core Viewpoint - Company Fudi Technology (孚能科技) has significantly reduced its losses in 2024, achieving a revenue of 11.68 billion yuan and a net loss of 0.332 billion yuan, marking an 82.22% reduction in losses year-on-year. The company is positioned as a leader in the global soft-pack power battery market and is set to benefit from a strategic partnership with Guangzhou Industrial Control Group, enhancing its capital strength and business expansion capabilities [1][2][5]. Financial Performance - In 2024, Fudi Technology's revenue reached 11.68 billion yuan, with a net loss of 0.332 billion yuan, reflecting an 82.22% reduction in losses compared to the previous year. The first quarter of 2025 shows a further narrowing of losses [1][2]. - The company reported a significant improvement in key financial metrics, with basic and diluted earnings per share losses narrowing by 82.35%, and cash flow from operating activities increasing by 36.86% year-on-year [2][3]. Product Development - Fudi Technology launched its SPS large soft-pack product in 2024, which features a high-integration battery system that enhances vehicle space efficiency while ensuring safety [3][7]. - The company has developed a super-fast charging lithium iron phosphate (LFP) battery capable of over 6C charging and more than 5000 cycles, suitable for various applications including PHEV and BEV [3][7]. Market Expansion - Over half of Fudi Technology's revenue comes from international clients, with significant partnerships established with companies like Mercedes-Benz and Mahindra Group. The company ranked third in China for power battery exports in 2024 [4][5]. - The establishment of a 6GWh production line in Turkey by Fudi's joint venture Siro supports its international operations and market expansion efforts [4][5]. Strategic Partnership - The acquisition of a controlling stake by Guangzhou Industrial Control Group is expected to enhance Fudi Technology's capital strength and facilitate collaboration within the local automotive supply chain, particularly with GAC Group [5][6]. - Guangzhou Industrial Control Group aims to leverage its resources to support Fudi Technology's growth in the low-altitude economy and enhance its financing capabilities [6][7]. Future Outlook - Fudi Technology is advancing its semi-solid and solid-state battery technologies, with plans to start mass production of its second-generation semi-solid battery in 2025 and to commercialize solid-state batteries in the coming years [7]. - The company anticipates that new capacity releases and product innovations in the next three years will significantly enhance its market position and growth trajectory [7].

Group 1 - The core point of the news is the change in the controlling shareholder of Funeng Technology from Farasis Energy (Asia Pacific) Limited to Guangzhou Industrial Investment Holding Group, with the actual controller now being the Guangzhou Municipal Government [2] - Funeng Technology's effective voting rights are now 11.1454% held by Farasis Energy and its concerted actors, while Guangzhou Industrial Investment Holding Group and its concerted actors hold 16.1550%, making them the largest shareholder [2] - The new controlling shareholder is expected to provide comprehensive support to Funeng Technology in strategic, market expansion, R&D, financing, and management aspects [2] Group 2 - Funeng Technology is a leading Chinese power battery company known for its ternary soft-pack battery technology, with major clients including Mercedes-Benz and GAC Group [3] - In 2024, Funeng Technology is projected to have a battery installation volume of 3.44 GWh, with a market share of 0.63%, ranking 12th among domestic power battery companies [3] - The company's production base in Guangzhou, which began trial production in June last year, has a designed capacity of 30 GWh per year, with the first phase expected to be completed by December 2025 [3] Group 3 - Guangzhou Industrial Investment Holding Group plans to enhance Funeng Technology's development by integrating it into the local automotive industry chain, particularly by strengthening cooperation with GAC Group [4] - The group aims to leverage its resources from automotive parts companies to help Funeng Technology connect with more domestic and international automakers [4] - Funeng Technology is also positioned to lead in the low-altitude economy sector, with plans to collaborate with companies like XPeng and EHang to seize industry development opportunities [4]

近期新能源汽车动力电池新国标和500Ah+大储电芯成为行业重点关注和热议的话题，为了给行 业提供相关参考，起点锂电在CIBF期间特邀了 国轩高科、孚能科技、多氟多、尚水智能 等企业 参与汽车动力电池新国标圆桌对话， 欣旺达、赣锋锂电、鹏辉能源 等企业参与500Ah+大储电 芯圆桌对话，活动 将全程在起点锂电视频号同步直播，直播二维码： 欢迎扫码预约 对话企业： 赣锋锂电、 鹏辉能源、欣旺达 附其他同期宣传活动安排: 1、起点锂电云逛展现场直播 活动名称： 起点锂电云逛展现场直播 活动形式：展区介绍+企业互动+在线直播 起点锂电圆桌技术派对话直播议程如下： 活动名称： 起点锂电圆桌技术派直播 | 圆桌技术派场 | 主题 | 对话及探讨具体方向 | | --- | --- | --- | | 次 | | | | | | 1、 新国标实施对电池行业有哪些影响？ | | | | 2、 新国标要求的不起火、不爆炸，从产品和技术层面实 | | | | 现难度？ | | 5月16日上午 | | | | | 汽车动力电池新国标专题 | 3、 符合新国标的电池技术路径和解决方案是哪些？ | | 10：00-12： | | | ...

证券代码：688567 证券简称：孚能科技 公告编号：2025-033 孚能科技（赣州）股份有限公司 关于参加 2024 年度科创板电池行业集体业绩说明会 暨召开 2025 年第一季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （二）会议召开地点：上证路演中心 （三）会议召开方式：上证路演中心网络互动 三、参加人员 投资者可于 2025 年 5 月 9 日（星期五）至 5 月 14 日（星期三）16:00 前登录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 farasisIR@farasisenergy.com.cn 进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 孚能科技（赣州）股份有限公司（以下简称"公司"）已于 2025 年 4 月 30 日发布公司 2024 年年度报告和 2025 年第一季度报告，为便于广大投资者更全面 深入地了解公司 2024 年度和 2025 年第一季度经营成果、财务状况，公司计 ...