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 ...

Group 1 - The core viewpoint of the articles highlights that over twenty chairpersons of energy storage companies in the A-share market have annual salaries exceeding one million yuan, with nearly half of these companies experiencing year-on-year salary growth [1][2] - The top ten highest-paid chairpersons in the energy storage sector for 2024 include prominent figures such as Wang Chuanfu from BYD, Nan Cunhui from Chint Electric, and Zeng Yuqun from CATL, with salaries ranging from 765.50 million yuan to 225.83 million yuan [1][2] - Among the top ten chairpersons, 70% experienced a year-on-year salary increase, with the fastest-growing salaries seen in companies like Funeng Technology and Xinnengda, both exceeding a 50% increase [2] Group 2 - CATL reported a revenue of 362.01 billion yuan for 2024, a decrease of 9.70% year-on-year, while its net profit attributable to shareholders reached 50.75 billion yuan, marking a 15.01% increase, translating to a daily profit of 139 million yuan [2] - Zeng Yuqun, despite being among the top three highest-paid chairpersons, saw a decline in his salary to 5.743 million yuan, down 10.36% from 6.4065 million yuan in 2023 [2]

Core Insights - Chinese companies are increasingly demonstrating their advantages in the overseas power battery market, contributing over half of the global power battery installation volume in Q1 2023 [1][5] - The global power battery installation volume, excluding China, reached 98.4 GWh in Q1 2023, a year-on-year increase of 26.5%, while the total global market, including China, was 221.8 GWh, up 38.8% [1][5] Company Performance - CATL (宁德时代) ranked first in the global power battery market outside of China with a market share of 29.5%, achieving an installation volume of 29 GWh, an increase of 2 percentage points year-on-year [2][4] - BYD (比亚迪) saw a significant growth of 104.7% in its installation volume, reaching 6.4 GWh and a market share of 6.5%, ranking sixth [4][5] - Guoxuan High-Tech (国轩高科) entered the top ten for the first time with an installation volume of 2 GWh, marking a 108.2% increase and a market share of 2% [5][6] - Other Chinese companies, including Zhongxin Innovation (中创新航) and Funeng Technology (孚能科技), also made it to the top ten with installation volumes of 2 GWh and 1.9 GWh, respectively [5][6] Market Dynamics - The total market share of the five Chinese companies in the global power battery market outside of China reached 42% in Q1 2023, up from 35.2% the previous year [5][6] - In contrast, the combined market share of three South Korean companies (LG Energy Solution, SK On, and Samsung SDI) decreased to 40.3%, down from a 10.6% lead over Chinese companies the previous year [6][7] - Panasonic (松下) also experienced a decline in market share to 7.4%, attributed to its reliance on Tesla and a decrease in sales of Tesla's Model 3 and Model Y [6][7] Future Outlook - Tesla (特斯拉) achieved a remarkable growth of 447.9% in its installation volume, reaching 1.9 GWh, although it ranked tenth with a market share of 1.9% [6][7] - Tesla's strategy to produce at least 30% of its battery needs in-house may impact its suppliers, including LG Energy Solution and Panasonic, as it expands its battery production capabilities [7]

Core Viewpoint - The article discusses the recent focus on new national standards for electric vehicle power batteries and the development of 500Ah+ large storage cells, highlighting the importance of industry dialogue and technological exploration [1][2]. Group 1: New National Standards for Power Batteries - The roundtable discussion will address the impacts of the new national standards on the battery industry [2]. - Key topics include the challenges of achieving non-flammability and non-explosiveness from both product and technical perspectives [2]. - The discussion will explore the technological pathways and solutions that comply with the new standards [2]. - Participants in this segment include companies such as Guoxuan High-Tech, Funeng Technology, and Dofluor [2]. Group 2: 500Ah+ Large Storage Cells - The roundtable will investigate the underlying logic behind the rapid development of large storage cells [2]. - It will also cover the challenges related to materials and processes posed by 500Ah+ large storage cells [2]. - The value that 500Ah+ large storage cells bring to customers will be a focal point of discussion [2]. - Companies involved in this dialogue include Ganfeng Lithium, Penghui Energy, and Xinnengda [4]. Group 3: Event Details - The event will take place on May 16, 2025, at the CIBF exhibition in Shenzhen, with live streaming on the Qidian Lithium Battery video account [3]. - The format includes a roundtable forum, host questions, and online live streaming [3]. - The event aims to focus on new technologies and explore new boundaries within the industry [3].

Core Viewpoint - The change of control at Funeng Technology to Guangzhou Industrial Investment Holding Group is expected to provide comprehensive support for the company's strategic, market expansion, R&D, financing, and management efforts, which will aid in its long-term stable development [1][2][3]. Group 1: Control Change - Funeng Technology announced the completion of the change in its controlling shareholder and actual controller on May 8, 2024, with the new controlling shareholder being Guangzhou Industrial Investment Holding Group [1]. - The new actual controller is the Guangzhou Municipal Government, which holds a 90% stake in the Industrial Investment Holding Group [2]. Group 2: Financial Performance - Funeng Technology reported a significant reduction in losses, with a net profit of -332 million yuan in 2024, marking an 82.22% decrease in losses compared to the previous year [6]. - The company's revenue reached 11.68 billion yuan in 2024, indicating a growth trend despite previous losses since its IPO in 2020 [6]. Group 3: Margin Improvement - The improvement in financial performance is attributed to a notable increase in gross margins across various product lines, with cell gross margin reaching 30.57%, an increase of 13.27 percentage points [7]. - Domestic and international revenues were 2.68 billion yuan and 8.66 billion yuan, respectively, with domestic gross margin increasing by 18.76 percentage points [7]. Group 4: Product and Capacity Development - Funeng Technology has made significant advancements in product development, including the mass production of SPS large soft-pack products and the development of a super-fast charging lithium iron phosphate system [8]. - The company is also progressing on capacity expansion projects, with a 30 GWh battery production project in Ganzhou and a 30 GWh production base in Guangzhou, both expected to reach operational status by Q4 2025 [8]. Group 5: Market Opportunities - Despite a declining market share for soft-pack batteries in the domestic power sector, there is a growing demand in overseas markets and non-large power applications, such as consumer electronics and light-duty vehicles [10][11]. - Funeng Technology is actively engaging with strategic clients like Mercedes-Benz and GAC, and is exploring opportunities in emerging markets such as robotics and eVTOL [13]. Group 6: Future Strategy - The company aims to leverage the combination of soft-pack and solid-state battery technologies, which is expected to enhance performance and safety, thus broadening application boundaries [15]. - The industry recognizes the potential of the soft-pack and solid-state battery combination as a significant direction for future market and enterprise development [15].

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]

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 ...

Core Insights - Company is currently engaging with 5-6 well-known domestic humanoid robot clients to understand project requirements [1] - The overall progress of these engagements is reported to be smooth, with expectations to deliver samples for multiple projects this year [1] - The company's goal is to secure 1-2 humanoid robot project designations within the year [1]