技 术 发 展 与 市 场 展 望 高 峰 论 坛 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 电池企业量产计划 国轩高科： 2027年量产， 金石电池，质量能量密度可达350Wh/kg，体积能量密度可达800Wh/L，电 芯循环寿命可达3000次。 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~ 固态电池因其高能量密度、高安全性和快速充电能力，被视为未来新能源汽车电池技术的重要发展方 向。 近年来，随着技术的不断突破，多家企业纷纷公布了固态电池的量产时间表，固态电池产业化进程加速 推进。 2025（第三届）中国固态电池 孚能科技： 2025年底量产， 60Ah的硫化物全固态电池，能量密度高达400至500Wh/kg，计划向战略 合作伙伴小批量交付。 亿纬锂能： 2026年量产， 硫化物和卤化物复合固态电解质技术路线，2026年推出高功率、高环境耐受 性、绝对安全的全固态电池，2028年推出400Wh/kg高比能量的全固态电池。 欣旺达： 2026年量产， 第三代聚合物复合全固态电池2025年完成产品开发，第四代全固 ...

Core Viewpoint - The strategic partnership between Funeng Technology and Tongfang Co., Ltd. aims to leverage their technological and resource advantages in the fields of new energy investment, energy storage system integration, and battery non-destructive testing to promote technological upgrades and sustainable development in the industry [3][5]. Group 1 - Funeng Technology has been a leader in the global power battery market, holding the top position in domestic soft-pack power battery installation for eight consecutive years, with products used by renowned automotive companies such as Mercedes-Benz, GAC, and Geely [5]. - The collaboration between Funeng Technology and Tongfang Co., Ltd. is a strategic move in the new energy sector, actively supporting the "dual carbon" goals by integrating battery technology innovation with digital information empowerment [5]. - Tongfang Co., Ltd. has a strong foundation in nuclear technology applications, smart energy, and digital information, supported by its ties to the China National Nuclear Corporation and Tsinghua University, which enhances the partnership's technological backing [5].

Core Viewpoint - The article highlights the advancements and applications of solid-state batteries in the construction and robotics industries, emphasizing their potential to address challenges such as labor shortages and safety risks in construction sites [1][2]. Group 1: Company Developments - Huyuan Lithium Innovation has delivered its first batch of solid-state battery packs to Jinhuang Intelligent Technology, which will be used in construction robots [1]. - The solid-state battery solution developed by Huyuan Lithium Innovation offers a higher energy density of 350Wh/kg, reducing the weight of battery packs by approximately 40% compared to traditional lithium batteries [1]. - Other companies, such as GAC Group and Guoxuan High-Tech, are also advancing solid-state battery technology for applications in humanoid robots and other emerging markets [2]. Group 2: Industry Trends - The construction industry is increasingly adopting robotics to mitigate labor shortages and enhance safety, leading to a growing demand for advanced battery solutions [1]. - Solid-state batteries are being recognized for their potential in various applications, including smart robots, with significant improvements in energy efficiency and safety [2]. - The industry is witnessing collaborations and investments aimed at developing solid-state battery technologies, with goals set for commercialization by 2028 [2].

Industry Information - CATL has launched the 75 standardized battery swap block and aims to build a nationwide battery swap network covering 80% of trunk transport capacity by 2030, targeting a 50% market penetration for electric heavy trucks within three years [8][9] - In the first four months, Ningbo port exported over 70,000 new energy vehicles, marking a year-on-year increase of 366.8% [12] - The number of active new energy vehicles in China has surpassed 30 million, with over 20 million being pure electric vehicles [12] - TrendForce predicts that global new energy vehicle sales will exceed 4 million units in Q1 2025, representing a 39% year-on-year increase [16][20] - Ganfeng Lithium has established a comprehensive layout in the solid-state battery sector, with energy densities reaching 420Wh/kg [22] Policy Information - Guizhou Province plans to adjust peak and valley electricity prices, with peak prices increasing by 60% and valley prices decreasing by 60% [29][30] - The Zhejiang Provincial Finance Department has allocated 118.8 million yuan for energy-saving and emission reduction subsidies, focusing on charging and swapping facilities [11] - Beijing has issued an additional 20,000 new energy vehicle license plates to meet the needs of carless families [11][12] - The Shenzhen Market Supervision Administration has released fire safety management regulations for electric vehicle supercharging stations [32][33] - The Shanghai Municipal Development and Reform Commission has introduced a reward system for V2G (Vehicle-to-Grid) capabilities, with a maximum reward of 240 yuan per kilowatt per year [35][36]

Group 1 - Fudi Technology's SPS battery pack has successfully passed the stringent C-NCAP vehicle-level scraping safety test, highlighting its high safety performance and strong technical foundation [2] - Panasonic has postponed its plan to build a third battery factory in the U.S. due to a slowdown in global electric vehicle demand, focusing instead on the production of its second factory in Kansas [3] - CATL announced the launch of a new generation of battery swapping products and aims to achieve a 50% penetration rate for electric heavy trucks within three years [4] Group 2 - A 35GWh battery project has officially commenced construction in Jiangmen, marking a new phase for the Jiahang New Energy Industrial Park [5] - Xiaomi has increased its investment in the battery supply chain by raising the registered capital of Hefei Yinshi New Materials Technology Co., indicating a strategic move in the battery industry [6] - BYD has secured a 3.5GWh energy storage order from Grenergy for a project in northern Chile, which is one of the largest electrochemical storage projects globally [7] Group 3 - Dalian Zhongbi has completed the construction of a high-performance lithium-ion battery production line, which is expected to enhance market competitiveness with a 15% increase in energy density and a 10% reduction in battery costs [8] - Dongguan Longtaitong Technology's IPO review has been terminated by the Shenzhen Stock Exchange, impacting its plans for public listing [9] - Hunan Youneng is advancing its lithium battery cathode material project in Spain, with strong interest from domestic and international clients [11] Group 4 - Ruizhi New Energy showcased two innovative series of membrane products, focusing on high safety and energy density solutions for various battery applications [12] - Enjie Co. launched two new membrane products aimed at enhancing lithium battery performance, contributing to industry innovation [13] - Tianqi Technology has signed an agreement with Shenzhen Xinjie Energy to collaborate on the development of solid-state lithium metal anode materials [14] Group 5 - CATL and Honda have signed a memorandum to deepen cooperation in the development of lithium iron phosphate batteries and integrated technologies [15] - Chuangneng New Energy has signed a strategic cooperation agreement with Jiangsu Ruidefeng, committing to purchase approximately 30 billion yuan worth of structural components over the next five years [17] - Haimeixing has established subsidiaries in Hungary and Switzerland, securing a 4 billion yuan order for solid-state battery equipment [18] Group 6 - Xian Dao Technology Group has established its headquarters in Shanghai Lingang, investing 5 billion yuan in a project focused on integrated circuit core components [19] - Tianqi Co. is enhancing its battery recycling business through a partnership with Qingdao Huatie New Energy [21] - A lithium battery recycling industrial park project has been signed in Lianyungang, aiming to process 100,000 tons of retired batteries annually [22] Group 7 - Baosike has launched a 3.2 billion yuan project for high-value utilization of power batteries in Jiangsu, targeting the processing of 300,000 tons of retired batteries annually [23] - BYD plans to produce the new urban electric vehicle "Haiou" in Hungary by the end of the year, marking a significant step for Chinese automakers in Europe [25] - XPeng Motors reported a revenue of 15.81 billion yuan for Q1 2025, a year-on-year increase of 141.5%, with a significant reduction in net losses [29]

Group 1 - The company is under continuous supervision by Dongwu Securities, which has established a sound supervision system and developed a corresponding work plan based on the company's specific situation [1][2][3] - A sponsorship agreement has been signed between Dongwu Securities and the company, clarifying the rights and obligations of both parties during the supervision period [2][3] - The company has complied with the information disclosure obligations, and the disclosed announcements are consistent with the actual situation, with complete disclosure content [9][10] Group 2 - The company reported a net profit attributable to shareholders of -332,059,388.86 yuan for 2024, indicating a continued loss but a narrowing of losses compared to the previous year [10][11] - The company's operating income for 2024 was 11,680,468,636.74 yuan, a decrease of 28.94% compared to 2023 [10][11] - The company has faced challenges in the electric vehicle market, including a slowdown in demand and declining prices for battery products, which could impact revenue and profitability [10][11][12] Group 3 - The company has established a long-term cooperative relationship with major clients, including Mercedes-Benz, which significantly impacts its profitability and market position [11][12] - The company is actively involved in the development of next-generation battery technologies, including solid-state batteries, to maintain its competitive edge [14][21] - The company has a comprehensive core technology covering the entire battery production chain, which is crucial for its competitive advantage in the market [21][22] Group 4 - The company has faced various operational risks, including reliance on key raw materials and potential supply chain disruptions, which could adversely affect production and financial performance [10][11][12] - The company is experiencing financial pressure due to the need for significant working capital to support ongoing capacity construction [17][18] - The company has reported a significant decline in total assets, with a decrease of 11.67% from the previous year [10][11]

关于孚能科技（赣州）股份有限公司 2024 年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》和《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等有 关法律、法规、规范性文件的规定，东吴证券股份有限公司（以下简称"东吴证 券"或"保荐机构"）作为孚能科技（赣州）股份有限公司（以下简称"孚能科技"、 "公司"或"发行人"）持续督导的保荐机构，负责孚能科技的持续督导工作，并出 具 2024 年度持续督导跟踪报告。 一、2024 年度持续督导工作情况 | 工作内容 | 督导及完成情况 | | --- | --- | | 1、建立健全并有效执行持续督导工作 | | | 制度，并针对具体的持续督导工作制定 | 东吴证券已建立健全并有效执行了持续督导制度， | | | 并根据公司的具体情况制定了相应的工作计划。 | | 相应的工作计划。 | | | 2、根据中国证监会相关规定，在持续 | | | 督导工作开始前，与上市公司或相关当 | 东吴证券已与公司签订保荐协议，该协议已明确了 | | 事人签署持续督导协议，明确双方在持 | | | 续督导期间的权利义务，并报 ...

Domestic News - Tianjin will increase the number of car license plate lottery indicators by 80,000, with 30,000 additional indicators allocated annually and 50,000 for a separate tiered lottery for citizens who have participated 25 times without winning [6] - A new standard for all-solid-state batteries has been established, defining the technology and testing methods, which will help in the development and commercialization of safer and more efficient batteries [7] - Deep Blue Automotive aims to achieve global sales of 2 million vehicles by 2030, with 35% of sales coming from overseas markets and plans to launch 30 new products [8] - Changan Automobile plans to introduce 35 new smart vehicles over the next three years, with a total battery capacity of 75GWh by 2026 [9] - Xiaomi's first SUV, the YU7, is set to launch in July, featuring advanced technology including a Snapdragon 8 chip and a comprehensive control module [10] - Xingqu Technology has released the world's first mass-produced magnesium-aluminum alloy shell dual-motor assembly, enhancing the power system for electric vehicles [11] - Junsheng Electronics has launched its first child presence detection product, enhancing child safety in vehicles [12] - Funeng Technology plans to deliver small batches of its 60Ah sulfide all-solid-state batteries by the end of 2025 [13] International News - India has allocated over €200 million for electric vehicle charging infrastructure, aiming to deploy approximately 72,000 public charging stations across the country [15] - Mercedes-Benz announced the establishment of its North American headquarters in Atlanta, consolidating key functions and investing millions in a new R&D facility [16] - Hyundai is investing in its first factory in the Middle East, marking a significant step in its strategy to penetrate the region [17] - Subaru is reassessing its electrification strategy in response to global trade uncertainties and declining sales [19] Commercial Vehicles - Qingling Group unveiled the world's first megawatt-level supercharged heavy truck at the China Western International Investment and Trade Fair, showcasing advancements in green logistics [20] - Weidu Technology will invest €175 million in France to establish a production base for long-range electric trucks, aiming for an annual capacity of 12,000 units [21] - Yuanmeng Technology's self-developed Xuanwu battery has passed the new national safety standards for electric vehicle batteries, indicating its leading safety performance [22] - CATL and Sinopec have signed an agreement to establish a heavy truck battery swap station in Fuzhou, with plans to build at least 500 stations by the end of the year [24]

Core Viewpoint - Company is leading in solid-state battery development, with semi-solid battery products already achieving scale production and focusing on accelerating commercialization [1] Group 1: Semi-Solid Battery Development - The first generation of semi-solid batteries was installed in vehicles in 2022, while the second generation has an energy density exceeding 330Wh/kg and a cycle life of over 4000 cycles, expected to be mass-produced by 2025 [1] - The company has received recognition from multiple clients, including major automotive manufacturers and eVTOL companies, positioning itself as one of the earliest enterprises to industrialize semi-solid batteries [1] Group 2: Solid-State Battery Progress - The company is advancing research on various material systems for solid-state batteries, achieving energy densities of 400-500Wh/kg, with a plan to deliver small batches of 60Ah sulfide solid-state batteries to strategic partners by the end of 2025 [1] Group 3: Financial Performance - In 2024, the company reported operating revenue of 11.68 billion yuan, a year-on-year decrease of 28.94%, and a net profit attributable to shareholders of -0.332 billion yuan, reducing losses by 82.22% [2] - For Q1 2025, the company achieved operating revenue of 2.325 billion yuan, with a net profit of -0.152 billion yuan, reducing losses by 29.82% year-on-year [2] Group 4: Technological Breakthroughs - The company has achieved several technological breakthroughs, including the mass production of SPS large soft-pack products, which can accommodate various battery materials [3] - The production capacity and product yield at the company's Ganzhou and Guangzhou bases are steadily increasing, with SPS lithium iron phosphate products already securing projects with several clients [3] Group 5: Strategic Direction - The new management has clarified a customer-centric and results-oriented strategic direction, focusing on large-scale production of SPS products and accelerating solid-state battery R&D and industrialization [4] - The company aims to capitalize on emerging sectors such as humanoid robots and low-altitude economy while consolidating its advantages in overseas markets [4]

Core Viewpoint - The company, Funeng Technology (688567.SH), announced its advancements in solid-state batteries, positioning itself as a leader in the industry, particularly in semi-solid battery commercialization and ongoing development of various solid-state battery materials [1] Group 1: Semi-Solid Battery Development - The company has received recognition from multiple clients, including GAC, Dongfeng, SANY, FAW Liberation, leading eVTOL customers in the U.S., and top domestic flying car clients, making it one of the earliest companies to achieve semi-solid battery industrialization [1] Group 2: Solid-State Battery Progress - The company is concurrently advancing research on various material systems for solid-state batteries, including sulfide and oxide/polymer composite systems, with plans to deliver small batches of 60Ah sulfide solid-state batteries to strategic partners by the end of 2025 [1] Group 3: SPS Super Soft Pack Battery - The company's SPS super soft pack battery is compatible with multiple material systems, including ternary, lithium iron phosphate, solid-state, and sodium-ion batteries, and has secured project designations from several clients, including GAC, Geely, and Jiangling [1]