Investment Rating - The report assigns a "Buy" rating to several companies in the battery industry, including Ningde Times, Yiwei Lithium Energy, Guoxuan High-Tech, and others, with target prices indicating significant potential upside [1][18]. Core Insights - The battery industry is experiencing robust supply and demand, with a notable increase in the production and installation of power batteries. In Q1 2025, the total production and sales of power and other batteries in China reached 326.3 GWh and 285.8 GWh, respectively, marking year-on-year growth of 74.9% and 73.7% [2][18]. - The cumulative installation of power batteries in Q1 2025 was 130.2 GWh, reflecting a year-on-year increase of 52.8%. In March alone, the installation volume reached 56.6 GWh, with significant month-on-month growth [2][18]. - The report highlights the impact of tariffs on the export of energy storage batteries to the U.S., indicating potential short-term fluctuations. In 2024, China's lithium-ion battery exports to the U.S. amounted to $15.315 billion, with energy storage batteries being a major product [2][18]. Summary by Sections Production and Sales - In Q1 2025, China's total battery production and sales reached 326.3 GWh and 285.8 GWh, respectively, with year-on-year growth rates of 74.9% and 73.7% [2][18]. - The power battery installation volume in March 2025 was 56.6 GWh, showing a month-on-month increase of 62.3% [2][18]. Market Dynamics - The market concentration for power battery installations slightly decreased, with the top three and five companies holding 71.7% and 80.6% market shares, respectively [2][18]. - Ningde Times' market share in power battery installations decreased by 2.1 percentage points to 42.4% in March 2025 [2][18]. New Product Developments - Several companies, including BYD and Yiwei Lithium Energy, have launched new battery products aimed at electric two-wheelers and power tools, showcasing advancements in power density and charging capabilities [2][18]. Strategic Collaborations - Ningde Times has entered into a strategic cooperation agreement with NIO to support the development of NIO's battery swap network, indicating a proactive approach to market expansion [2][18]. Export Trends - The report notes that energy storage batteries are significantly affected by recent tariff increases, with expectations of shared burdens between Chinese storage companies and U.S. end-users in the short term [2][18].

证券代码：688567 证券简称：孚能科技 公告编号：2025-016 孚能科技（赣州）股份有限公司 关于股东协议转让公司股份完成过户登记 暨控制权拟发生变更事项的进展公告 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、准确性和完整性依法承担法律责任。 一、本次股份协议转让基本情况 2025 年 1 月 3 日，孚能科技（赣州）股份有限公司（以下简称"孚能科技" 或"公司"）股东 Farasis Energy（Asia Pacific）Limited（以下简称"香港孚能"） 及其一致行动人赣州孚创企业管理合伙企业（有限合伙）（以下简称"赣州孚创"）、 YU WANG、Keith D. Kepler 和广东恒健工控新能源产业股权投资基金合伙企业 （有限合伙）（以下简称"恒健工控新能源"）、广州工业投资控股集团有限公司 （以下简称"工控集团"）签署了《关于孚能科技（赣州）股份有限公司的股份 转让协议》（以下简称"《股份转让协议》"），以协议转让方式转让合计持有的孚 能科技 5%股份。香港孚能转让其持有的公司 56,822,517 股股份给恒健工控新能 源，占 ...

4 月9 日，美国总统特朗普以"中国未撤回 34% 报复关税"为由，宣布对华加征 50% 关税，叠加此前税率，对华商品总税率飙升至 104% 。这标志着中美贸易冲突从"摩擦"演变为"核战级对抗"。 就锂电产业而言，加上美国目前对中国电池产品征收 3.4% 的基础关税，以及其计划在 2026 年对来自中国的储能电池施加 25% 的 301 条 款关税 ( 该税率已适用于动力电池 ) ， 将使得动力电池与储能电池对应的关税从 82.4%/64.9% 进一步升级至 132.4%/114.9% 。 | 关税政策 | 动力电池 | 備能电池 | 生效时间 | | --- | --- | --- | --- | | 电池基础关税 | 3. 4% | 3. 4% | 已生效 | | 301条款关税 | 25% | 7.5% | 2024年9月 | | | | 25% | 2026年 | | 对中国商品额外关税 | 10% | 10% | 2025年2月1日 | | 对中国商品额外关税 | 10% ---- | 10% | 2025年3月4日 | | "对等关税" | 34W STARTING POINT | 34% | 2 ...

● 本次权益变动相关事项已通过上海证券交易所合规性审核。 ● 本次权益变动事项尚需在中国证券登记结算有限责任公司上海分公司办理股份过户登记手续。最终实 施结果尚存在不确定性，敬请投资者注意投资风险。 登录新浪财经APP 搜索【信披】查看更多考评等级 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、准确性和完整性依法承担法律责任。 重要内容提示 一、本次权益变动基本情况 2025年1月3日，孚能科技（赣州）股份有限公司（以下简称 "公司"）控股股东Farasis Energy（Asia Pacific）Limited（以下简称"香港孚能"）及其一致行动人赣州孚创企业管理合伙企业（有限合伙）、公 司实际控制人YU WANG、Keith D. Kepler和广东恒健工控新能源产业股权投资基金合伙企业（有限合 伙）、广州工业投资控股集团有限公司签署了《关于孚能科技（赣州）股份有限公司的股份转让协 议》，以协议转让方式转让合计持有的公司5%股份，具体内容请见公司2025年1月4日在上海证券交易 所网站（www.sse.com.cn）披露的《孚能科技（赣州）股份有限公 ...

证券代码：688567 证券简称：孚能科技 公告编号：2025-015 孚能科技（赣州）股份有限公司 关于控制权拟发生变更事项通过上海证券交易所 合规性审核暨控制权拟发生变更事项的进展公告 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、准确性和完整性依法承担法律责任。 重要内容提示 本次权益变动相关事项已通过上海证券交易所合规性审核。 本次权益变动事项尚需在中国证券登记结算有限责任公司上海分公司办理 股份过户登记手续。最终实施结果尚存在不确定性，敬请投资者注意投资风险。 一、本次权益变动基本情况 2025 年 1 月 3 日，孚能科技（赣州）股份有限公司（以下简称 "公司"）控 股股东 Farasis Energy（Asia Pacific）Limited（以下简称"香港孚能"）及其一致 行动人赣州孚创企业管理合伙企业（有限合伙）、公司实际控制人 YU WANG、 Keith D. Kepler 和广东恒健工控新能源产业股权投资基金合伙企业（有限合伙）、 广州工业投资控股集团有限公司签署了《关于孚能科技（赣州）股份有限公司的 股份转让协议》，以协议转让方 ...

作 者丨张赛男 编 辑丨巫燕玲 刘雪莹 ETF放量、富时中国A5 0指数期货直线拉升、创业板指反弹！ 农业股持续大涨，北大荒等1 0余股涨停。大消费股震荡反弹，零售方向领涨，永辉超市等多股涨停。中字头、基建股一度冲高，中国中车接 近涨停。 港股走强，恒生指数涨1 . 5 8%，恒生科技指数涨3 . 5 7%。金山云、越疆、茶百道涨超1 0%，小米集团涨超5%。 4 月 8 日 早 盘 ， 中 证 5 0 0ETF （ 5 1 0 5 0 0 ） 成 交 超 6 3 亿 ， 南 方 中 证 1 0 0 0ETF （ 5 1 2 1 0 0 ） 、 华 夏 中 证 1 0 0 0ETF （ 1 5 9 8 4 5 ） 、 广 发 中 证 1 0 0 0ETF （5 6 0 0 1 0）、富国中证1 0 0 0ETF（1 5 9 6 2 9）成交超1 0亿元，均超昨日全天成交额。 | 159575 | 宽 创业板200ETF银华 | 1.021 | 0.033 | 3.34% | | --- | --- | --- | --- | --- | | 589630 | 宽 科创综指ETF国泰 | 0.841 | 0.0 ...

机器人赛道或将再度刺激" 锂电池装机量"上涨。 起点锂电获悉， 赣锋锂业旗下公司新余赣锋电子推出智能全地形机器人电池解决方案，该机器人电池高能量密度高，具备 7C 放电能力和 15 公里续航里程，可持续放电 3 小时以上 ，整套解决方案采用轻量化电池结构 + 提拉式设计，可让机器人充分适应各种场景，其直充、换电等 多种充电方式也能满足不同场景下的需求。 该电池还配备了三维安全防护体系，分别是结构防护 - 电化学防护 - 智能监测，保障极端场景稳定性，电池外壳采用高强度塑钢材料同时配 备 IP67 防水密封，电芯还会搭载防浮充保护模块用于延长寿命，还有 5 颗 NTC 传感器用于检测电池包内部，适温范围 -20 ℃至 55 ℃之 间。 赣锋电池在 AGV 机器人、 AMR 机器人 等领域有丰富经验， 此次推出 新品集合过去之大成，可充分适应 长时间巡逻、高强度作业、工业 产线 等场景， 配备自研 BMS 方案， 让 电池 SOC 精度 控制在 3%-5% 之间 ，顺利通过 UL1642 、 IEC62133 等标准认证，已与国内 多家机器人厂商达成合作，目前 产能为 一天 600 套机。 01 多家锂电池企业布 ...

以下文章来源于孚能科技 ，作者电量满满的 孚能科技 . 专注科技创新，引领能源变革，为美好生活续航。 3、 三星 SDI 将增加中国生产设备采购比例 4、 印度将免除电动汽车电池生产部分所需产品的进口关税 近日， 孚能科技超级软包动力电池解决方案SPS（Super Pouch Solution）获江铃新能源GSE SUV车型定点。 此次定点将搭载SPS磷酸铁 锂体系，标志着SPS的创新实力和硬核性能优势再获主流车企认可 。 双方将依托技术共创机制，整合研发资源与产业化经验， 以SPS创新动 力解决方案为核心，赋能江铃新能源GSE SUV车型开发，充分释放整车在续航、安全快充及驾乘空间等维度的性能潜力 ，为用户打造极致性 能、安全可靠与舒适驾乘体验的电动出行新标杆。 孚能科技SPS集大软包电芯、大软包电池系统、大软包电池制造和直接回收四项创新技术于一体， 是具备 超长续航、超快补能、超高安全、 降本增效、灵活适配、升级迭代 等优势的"六边形战士" ，既能精准契合江铃新能源GSE SUV车型的多元化技术需求，更具备前瞻性技术延 展能力，可支撑整车平台持续迭代升级。这也是 孚能科技SPS继量产供货吉利雷达地平线、第 ...

Core Viewpoint - Company Fudi Technology is expanding its market focus from power batteries to emerging fields such as low-altitude economy and humanoid robots, achieving significant progress in technology development and commercialization [1][2]. Group 1: Battery Technology Development - Fudi Technology is advancing in semi-solid and solid-state battery technologies, with the first generation of semi-solid batteries successfully launched in 2022 and the second generation expected to achieve a specific energy density exceeding 330Wh/kg and a cycle life of over 4000 cycles by 2025 [1][2]. - The company has developed semi-solid batteries tailored for low-altitude economic applications, successfully delivering products to leading low-altitude aircraft customers in the U.S. in 2023, becoming the first global company to deliver eVTOL products to end customers [1]. Group 2: Strategic Partnerships and Market Position - Fudi Technology has received a development notification from Xiaopeng Huitian, becoming a supplier of high-voltage power batteries and connectors for the next-generation prototype, further solidifying its position in the low-altitude economy sector [2]. - The company is collaborating with leading domestic humanoid robot manufacturers to customize solid-state battery solutions, with expectations to deliver samples by 2025 [2]. Group 3: Production Capacity and Innovations - Fudi Technology is establishing SPS products capable of producing various battery materials and forms, with new production capacity concentrated in Ganzhou and Guangzhou, where the first phase of 15GWh capacity in Ganzhou has been launched [3]. - The company has introduced a super-fast charging battery system that can achieve fast charging rates of 5C for ternary batteries and 6C for lithium iron phosphate batteries, ensuring safety through innovative design [3].

Core Viewpoint - The article highlights the significant progress made by Funeng Technology in the low-altitude economy sector, particularly through its recent partnership with Xiaopeng Huitian for the supply of high-pressure power batteries and connectors, marking a key milestone in the company's strategic development [1][2]. Group 1: Company Developments - Funeng Technology received a development notification from Xiaopeng Huitian, indicating its selection as a supplier for next-generation eVTOL battery systems [1]. - The company has been actively engaging with domestic clients such as Shanghai Shidi and Zero Gravity, and has formed strategic partnerships with companies like Geely WoFei to accelerate mass production and delivery [2]. - Funeng Technology has been involved in the eVTOL battery technology development since 2017, with sample deliveries to clients starting in 2020 and mass production deliveries to a leading US low-altitude aircraft client in 2023 [1]. Group 2: Industry Context - Xiaopeng Huitian, part of the Xiaopeng ecosystem, is developing flying cars that can operate both on the ground and in the air, differentiating itself from traditional eVTOLs [2]. - The construction of Xiaopeng Huitian's "land aircraft carrier" manufacturing base in Guangzhou is set to begin in October 2024, with completion expected by the third quarter of 2025, aiming to be the first factory to achieve large-scale production of flying cars using modern assembly lines [2].