Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou, organized by GGII and sponsored by Zhongna Energy [2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue, organized by GGII and sponsored by Liyuanheng [3] Group 2: Battery Procurement and Projects - China Electrical Equipment Group announced a large-scale procurement project for energy storage battery cells on June 5, covering four segments with a total expected procurement of 7,365,604 units, amounting to 7,248 MWh capacity [3] - Chang'an, in collaboration with BYD and local government, signed an agreement to establish a new energy vehicle parts distribution center, focusing on logistics, infrastructure, and battery recycling [5] Group 3: Technological Advancements - A second-generation semi-solid-state battery developed by Funeng Technology has an energy density of 330-350 Wh/kg, capable of supporting over 1,000 km single-charge range, positioning it as an industry leader [7] - Shengxin Lithium Energy's lithium salt project in Indonesia is expected to begin bulk supply in Q3 2024, with a production capacity of 60,000 tons [13][14] - Hunan Mengxing Nano Material Technology's lithium manganese iron phosphate project is set to commence production by the end of June, with an annual output of 40,000 tons and an estimated annual revenue of 2 billion yuan [17] Group 4: Market Developments - Youyou Green Energy officially listed on the Shenzhen Stock Exchange's ChiNext on June 5, with a closing price of 151.06 yuan, reflecting a 68.64% increase, focusing on the development and production of DC charging equipment for electric vehicles [10] - Lucid Motors has signed a long-term supply agreement with Graphite One for natural graphite, starting in 2028, to support its battery supply chain [19]

Core Viewpoint - The competition among domestic lithium battery manufacturers in the eVTOL (electric Vertical Take-Off and Landing) market is intensifying, driven by the need to find new market opportunities amid severe industry competition and the promising prospects of the low-altitude economy [1][2]. Industry Overview - Major battery manufacturers such as CATL, Sunwoda, and EVE Energy are entering the aviation power battery sector, viewing it as a strategic growth area [1][2]. - The eVTOL battery market is still in the research and development phase, with significant growth potential anticipated [1][2]. Market Potential - According to a report by Guojin Securities, the domestic eVTOL battery market is expected to reach 112.6 billion yuan by 2030 [1][12]. - The short-term demand for aviation power batteries is projected to be around 5 billion to 8 billion yuan, primarily for drone logistics and sightseeing applications [11]. Technical Challenges - The energy density requirement for eVTOL batteries is significantly higher than that of conventional vehicle batteries, needing to exceed 400 Wh/kg for large-scale commercial applications [3][8]. - Current mainstream lithium batteries have energy densities between 150 Wh/kg and 250 Wh/kg, indicating a substantial gap that manufacturers must bridge [2][4]. Competitive Landscape - The competition in the aviation power battery sector is characterized by a "three-country kill" scenario, with international giants like SES and Bosch, domestic leaders leveraging supply chain advantages, and cross-industry players like GAC Aion and Geely attempting to enter the market [7]. - Domestic manufacturers are focusing on technological breakthroughs to overcome the "inaccessible triangle" of high energy density, high discharge rates, and safety [8][9]. Future Outlook - The commercial viability of aviation power batteries remains uncertain, with significant technical hurdles and regulatory challenges to overcome [13][14]. - The industry is expected to enter a critical differentiation phase in the next 3 to 5 years, where companies with technological reserves and supply chain integration capabilities are likely to achieve profitability first [14].

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]

东吴证券股份有限公司 督导工作开始前，与上市公司或相关当 关于孚能科技（赣州）股份有限公司 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 东吴证券已建立健全并有效执行了持续督导制度， 制度，并针对具体的持续督导工作制定 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。 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 双方在持续督导期间的权利义务，并备案。 续督导期间的权利义务，并报上海证券 交易所备案。 期或不定期回访、现场办公等方式，对公司开展了 访等方式开展持续督导工作。 持续督导工作。 市公司违法违规事项公开发表声明的， 应于披露前向上海证券 ...

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]