G刻电池赋能， 进阶 6C超充 长安启源 A06搭载的国轩高科G刻电池，是其卓越性能的"芯"脏。G刻电池依托电芯材料与结构的多维创新，采用多维优化正极材料、梯度孔 隙结构负极材料、兼具高保液能力和高耐热性能的超薄复合隔膜、低粘度超导电解液，构建起兼顾极速充放与高温耐受的底层架构。其6C超 快充技术实现"充电9分钟，续航300公里"的高效补能，大幅提升用车便捷性，告别续航焦虑。 G刻电池系统展现出高度集成与多重防护的设计理念。其PACK系统额定容量121.5Ah，标称电量63kWh，重量仅475kg，防护等级达到 IP68，具备优异的轻量化与防水防尘性能。 安全是电动汽车的基石。在安全层面， G刻电池通过双重碰撞安全设计，成功通过串行侧柱碰撞与底部刮底测试，底部防护可应对300J托底 冲击。即便在45℃高温环境下，电芯触发热失控时系统仍能做到不扩散、不起火、不爆炸。值得注意的是，G刻电池系统通过双针刺测试，符 合最新国标要求，从电池源头杜绝内短路风险 ， 并且 支持 -30℃至60℃宽温域运行，适应极端气候，确保性能稳定如一。 此外，为保障快充过程中的散热需求，系统采用底部强效液冷设计。电气区域采用液冷设计，提 ...

Core Insights - The report highlights the robust growth and diversification of the cultural and tourism industry, with the cultural industry expected to achieve a revenue of 19.14 trillion yuan in 2024, a 37.7% increase from 2020 [3] - The report emphasizes the strategic partnerships and expansions in the mining sector, particularly focusing on the lithium, cesium, and copper resources, which are expected to enhance the company's growth potential [6][7][9] - The semiconductor testing sector is experiencing rapid growth, with significant orders and revenue increases, indicating a strong market demand for advanced testing equipment [14][18] Economic Policies and Developments - The National Development and Reform Commission announced a new policy tool with a total scale of 500 billion yuan to support project capital, particularly in AI and smart terminal applications [2] - The Ministry of Industry and Information Technology has granted satellite mobile communication licenses to major telecom operators, enhancing communication capabilities in remote areas [2] - The Ministry of Culture and Tourism reported a significant recovery in the tourism sector, with domestic travel and spending showing high growth rates post-pandemic [3] Company-Specific Developments - Zhongwei Co. signed a strategic cooperation framework agreement with Xiamen Tungsten New Energy Materials, focusing on key battery materials for emerging sectors [5] - Huayou Cobalt's subsidiary signed a supply agreement with LGES for a total of approximately 76,000 tons of ternary precursor products from 2026 to 2030 [5] - The report indicates that the company has successfully acquired significant mining rights in Zambia and Namibia, enhancing its resource base and production capabilities [8][9] Industry Trends - The report notes a shift in the highway sector towards high dividend stocks, with several companies experiencing significant stock price adjustments, making them attractive for investors seeking stable returns [21][22] - The semiconductor testing equipment market is expanding rapidly, driven by demand from the AI and storage sectors, with the company achieving substantial revenue growth in this area [14][15][18] - The mining industry is diversifying into multi-metal resources, with a focus on copper and other metals, which are expected to provide new growth avenues for the company [9][10]

Group 1: Battery Industry Developments - Yiwei Lithium Energy has secured overseas energy storage orders, including a strategic cooperation with TSL Assembly for a total scale of 1GWh in Central and Eastern Europe from 2026 to 2030, and a 500MWh agreement with CommVOLT to promote energy transition in Europe [2][2] - Chuangneng New Energy signed an investment agreement with the Xiangyang Municipal Government for a lithium battery industrial park with an annual production capacity of 70GWh, focusing on energy storage batteries and power batteries [2] - Zhaoke Energy announced the completion of angel round financing, which will help expand production capacity and enhance technological advantages in large cylindrical lithium batteries [5][6] Group 2: Material Supply Chain and Strategic Partnerships - Xiamen Tungsten New Energy signed a strategic cooperation framework agreement with Zhongwei Co., focusing on the supply chain for lithium battery materials and joint development of high-quality mineral resources [7] - Huayou Cobalt signed long-term supply agreements with LGES for a total of approximately 16.4 million tons of ternary precursor and cathode materials from 2026 to 2030, which is expected to positively impact the company's performance during this period [11][12] Group 3: Corporate Control and Financial Performance - Fengyuan Co. announced a 30 million yuan acquisition of a 3.32% minority stake in its subsidiary Anhui Fengyuan, consolidating control over the company [8][10] - Yinglian Co. expects a significant increase in net profit for the first three quarters of 2025, projecting revenue between 1.63 billion to 1.65 billion yuan, a year-on-year growth of 9.49% to 10.83%, and a net profit increase of 1531.13% to 1672.97% [12]

| | 倒计时37天 | | --- | --- | | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 | | | 协办单位及固态年会总冠名： 茹天科技 | | | 活动时间： 2025年11月6-8日 | | | 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） | | | 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ | | | 同期活动： | 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 2025 年二季度，锂电板块结 ...

Core Viewpoint - The article discusses the recent developments regarding lithium mining companies in Yichun City, highlighting the submission and approval of mineral change reserve verification reports by eight lithium mining enterprises, including those under CATL and Guoxuan High-Tech [3][6]. Group 1: Submission and Approval of Reports - Eight lithium mining companies in Yichun have submitted mineral change reserve verification reports, with Guoxuan High-Tech confirming the approval of its report by the Ministry of Natural Resources on September 28 [3][6]. - The Yichun Natural Resources Bureau had previously mandated these companies to complete the verification reports by September 30, following an audit report that raised concerns about the approval processes of mining rights [6][7]. Group 2: Operational Status of Mining Companies - Except for the suspended CATL's Jiangxiawo lithium mine, other seven mining companies are reportedly continuing normal operations during the processing of subsequent procedures [6][7]. - There is optimism regarding the resumption of operations at CATL's lithium mine, with local expectations for a restart in October, and preparations for equipment checks already underway [6][7]. Group 3: Background and Context - The suspension of CATL's lithium mine was attributed to specific circumstances, including the expiration of its mining certificate and an ongoing audit by the National Audit Office [6][7]. - The audit highlighted issues related to the circumvention of higher-level approval processes for mining rights, prompting the Yichun Natural Resources Bureau to enforce stricter compliance measures [6].

宜春另外7座锂矿会不会停产？ 9月30日，有接近宜春市矿业有限责任公司的知情人士独家向第一财经记者表示，宜春市8家涉锂矿山企 业已经全部提交了矿种变更储量核实报告。 此前，有消息称，宁德时代和国轩高科旗下的宜春锂矿已经提交了相关报告。对此，国轩高科相关人士 向记者确认，9月28日，国轩高科提交的矿种变更储量核实报告就已经通过国家自然资源部审批，选矿 试验和工业论证、开采设计与生态修复方案一并获得通过。 根据宜春市自然资源局在今年7月发布的文件，相关矿企后续还需继续完成办理采矿许可证矿种变更、 矿业权出让收益征收、矿山储量动态管理等相关工作。 "后面的手续在按要求推进中。"上述国轩高科相关人士补充道。 永兴材料相关人员向记者表示，等"弄好后"会对外公告，现在暂时不方便透露具体进展。 一家资管公司的董事长王旭（化名）向第一财经记者表示，这个报告（矿种变更储量核实报告）很容易 做，因为这些矿企原来申请开采证的时候就有一个储量报告，只是需要一个有资质的地质部门给矿企出 这个报告。 在提交报告后，除了已经停产的宁德时代枧下窝锂矿，其他七大矿企在进行后续手续办理时是否也会停 产？一家宜春锂矿企业内部人士和王旭均认为停产可 ...

9月30日，有接近宜春市矿业有限责任公司的知情人士独家向第一财经记者表示，宜春市8家涉锂矿山企 业已经全部提交了矿种变更储量核实报告。 此前，有消息称，宁德时代和国轩高科旗下的宜春锂矿已经提交了相关报告。对此，国轩高科相关人士 向记者确认，9月28日，国轩高科提交的矿种变更储量核实报告就已经通过国家自然资源部审批，选矿 试验和工业论证、开采设计与生态修复方案一并获得通过。 王旭称，宁德时代枧下窝锂矿停产有特定背景，一方面是矿证到期，宁德时代锂矿是宜春8座矿山中矿 证有效期最短的，仅为三年；另一方面是宁德时代锂矿在矿证到期前申请延续登记的过程中，刚好碰到 审计署检查。 今年6月，国家审计署向江西省反馈《江西省矿产资源开发利用保护及相关资金审计报告》，报告提到 上述8宗涉锂矿权存在规避上级部门审批权限，越权办理出让，变更或延续登记手续的问题。 基于此，7月7日，宜春市自然资源局发布《关于编制储量核实报告的通知》，要求上述矿山企业按要求 及时编制矿种变更储量核实报告，科学合理确定主矿种，并在9月30日前完成报告编制，将符合要求的 储量核实报告报送至该局地质勘查管理科。 9月28日，第一财经记者探访宜春几大锂矿时，发 ...

9月30日，有接近宜春市矿业有限责任公司的知情人士独家向第一财经记者表示，宜春市8家涉锂矿山企 业已经全部提交了矿种变更储量核实报告。 宜春另外7座锂矿会不会停产？ 此前，有消息称，宁德时代和国轩高科旗下的宜春锂矿已经提交了相关报告。对此，国轩高科相关人士 向记者确认，9月28日，国轩高科提交的矿种变更储量核实报告就已经通过国家自然资源部审批，选矿 试验和工业论证、开采设计与生态修复方案一并获得通过。 今年6月，国家审计署向江西省反馈《江西省矿产资源开发利用保护及相关资金审计报告》，报告提到 上述8宗涉锂矿权存在规避上级部门审批权限，越权办理出让，变更或延续登记手续的问题。 基于此，7月7日，宜春市自然资源局发布《关于编制储量核实报告的通知》，要求上述矿山企业按要求 及时编制矿种变更储量核实报告，科学合理确定主矿种，并在9月30日前完成报告编制，将符合要求的 储量核实报告报送至该局地质勘查管理科。 9月28日，第一财经记者探访宜春几大锂矿时，发现除宁德时代枧下窝锂矿仍处于停产状态外，其他均 在正常开采。 对于宁德时代锂矿什么时候复工复产的问题，宜春当地人均持乐观态度。多位当地人告诉记者，预计下 个月（10月） ...

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：国轩高科 G刻电池系统展现出高度集成与多重防护的设计理念。其PACK系统额定容量121.5Ah，标称电量63kWh，重量仅 475kg，防护等级达到IP68，具备优异的轻量化与防水防尘性能。 安全是电动汽车的基石。在安全层面，G刻电池通过双重碰撞安全设计，成功通过串行侧柱碰撞与底部刮底测试，底部 防护可应对300J托底冲击。即便在45℃高温环境下，电芯触发热失控时系统仍能做到不扩散、不起火、不爆炸。值得 注意的是，G刻电池系统通过双针刺测试，符合最新国标要求，从电池源头杜绝内短路风险。 G刻电池在低温环境下表现优异，-20℃放电容量保持率高达97.32%，有效应对冬季续航衰减问题。 同时，电池支 持-30℃至60℃宽温域运行，适应极端气候，确保性能稳定如一。 9月28日，国轩高科G刻电池配套长安启源A06纯电轿车正式上市，作为 具备 6C超快充技术的标杆性动力解决方案， G刻电池以 "超快充、长寿命、高安全" 为核心优势，助力A06实现 充电效率与续航能力 的双重突破。 G刻电池赋能， 进阶 6C超充 长安启 ...

Group 1 - The company has entered the supplier system of Guoxuan High-Tech for energy storage battery thermal management business and has reached the mass production stage [2]