Core Viewpoint - The article highlights the advancements of EVE Energy in promoting cylindrical batteries as the optimal solution for electric vehicles, emphasizing their collaboration with BMW and the technical advantages of their products [2][3]. Group 1: Technical Advantages - EVE Energy claims that their cylindrical batteries can achieve manufacturing efficiency ten times that of square batteries, with production time reduced by half, aligning with the automotive industry's efficiency requirements [2]. - The fixed physical dimensions of cylindrical batteries allow for "in-situ upgrades" by changing the internal chemical system, which can significantly shorten R&D cycles and reduce costs [2]. - The "zero expansion" feature of cylindrical batteries mitigates common swelling issues found in square batteries, enhancing the long-term reliability of battery packs [2]. - EVE Energy emphasizes the intrinsic safety advantages of their cylindrical batteries, which include a high-strength steel shell and optimized structural design to better withstand bottom collision risks [2]. Group 2: Collaboration with BMW - EVE Energy has confirmed the supply of two customized cylindrical battery models to BMW: the DTE model focusing on long-range and the DTP model emphasizing ultra-fast charging, both utilizing ternary cathode materials [3]. - The company has opted for non-standard sizes of 4695 (for sedans) and 46120 (for SUVs) instead of sticking to the early industry standard of 4680, reflecting a trend towards diversification in optimal cylindrical battery sizes [3]. Group 3: Market Strategy - EVE Energy is pursuing a dual strategy by targeting the mid-to-high-end market (priced above 150,000 yuan) with their cylindrical ternary batteries, which they consider the optimal solution compared to square ternary batteries [4]. - The company is also developing lithium iron phosphate (LFP) cylindrical batteries, anticipating their potential in cost-sensitive extended-range and A0-class vehicle markets, contingent on achieving cost reductions through scaled production [4]. Group 4: Manufacturing and Production - EVE Energy claims high efficiency, fewer processes, and shorter cycles in their cylindrical battery production lines, with a significant focus on improving yield rates [5]. - The yield rate of their cylindrical batteries has improved from over 80% at the start of production in early 2023 to approximately 97% currently, marking a critical milestone [5]. - EVE Energy's cylindrical production lines in Jingmen, Hubei (ternary) and Qujing, Yunnan (LFP) are already in mass production, and the company is constructing a new factory in Hungary to meet European market demands by the end of 2025 [5].

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 ...

| -广告 | | --- | 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 近日，中国电力企业联合会发布了 《2024年电化学储能电站行业统计数据》 ，对电化学储能电站装机情况、 电力电量、能效、可靠性等数据进行了总结。 2024年，全国电力安委会20家企业成员单位新增投运电站515座、总装机37.13GW/90.51GWh、同比增长超 100%。 新增电站主要是百兆瓦级以上大型电站 ，总装机27.53GW、同比增长170%以上、装机占比74.16%。 截至2024年底，累计投运电站 1473座 、总装机 62.13GW/141.37GWh （ 在运1373座、总装机 61.55GW/140.22GWh ，停用100座、总装机0.58GW/1.15GWh），相当于全国电源总装机的1.86%，相当于新 能源总装机的4.27%，在建电站227座、总装机8.99GW/18.12GWh。 独立储能增长最为迅猛，2024年新增装机23.22GW ，同比增长150%以上，占新增总装机的63%；其次为 新能 源配储，新增装机13.10GW ，同比增长58%。 独立储能累计投运 ...

Core Viewpoint - The article discusses the latest developments in energy storage technology, highlighting new patents that indicate significant advancements in core technologies, safety measures, and market applications, which are expected to reshape the energy landscape and enhance operational efficiency. Group 1: Network-type Energy Storage Technology - The State Grid's Gansu Electric Power has developed a digital twin network control algorithm that enables millisecond-level adaptive regulation of the grid, reducing frequency fluctuation suppression time from 500ms to 150ms [2] - The State Grid's Hubei Electric Power has created a multi-scenario collaborative network device with a dual-polar topology structure, achieving frequency stability of ±0.1Hz and voltage fluctuation rate of less than 1.5% in island operation mode [4] - Yiwei Lithium Energy has established a real-time battery health state assessment model using the Kalman filter algorithm, compressing the response time for charge and discharge strategy adjustments to 50ms [5][6] Group 2: Essential Safety Technology - CATL has introduced a high-pressure direct-connected energy storage valve system that improves battery capacity degradation prediction accuracy to less than 2%, tripling the precision of traditional models [7] - Sunwoda has developed a three-level linkage protection system that includes temperature, gas, and smoke sensors, ensuring proactive safety measures in energy storage systems [8] - BYD has optimized solid electrolyte interface technology, achieving a room temperature ionic conductivity of 2.3×10^-4 S/cm and a cycle life exceeding 15,000 cycles [9][10] Group 3: Scene-based Innovation - TBEA has integrated a photovoltaic inverter, energy storage system, and DC charging pile into a unified control device, achieving a power factor of 0.98 and meeting Class A energy quality standards [12][13] - Envision Energy has developed a collaborative control algorithm for offshore wind power and energy storage, reducing the cost of electricity by 0.15 yuan per kilowatt-hour [14][15] - State Grid Tianjin Electric Power has implemented a super-fast charging pile that reduced voltage fluctuation rates from 8.2% to 0.8%, increasing daily charging volume by 42% [16][17] Group 4: Patent Competition and Industry Trends - The energy storage patent landscape is witnessing increased technological route differentiation, with companies like Tianneng introducing rapid charging technology for lead-carbon batteries [19] - Cross-industry integration is becoming common, as seen with Midea's multi-mode switching control patent for energy storage systems [20][21] - Material innovations are emerging, such as the modification of silicon-carbon anode materials by Shanshan, which controls expansion rates to within 15% [22] - The new technologies are projected to yield significant economic benefits, with network-type energy storage technology potentially reducing grid transformation costs by 18% [24]

3月25日，宁德时代取得中国证监会国际司出具的境外发行上市备案通知书，项目从备案受理至获得备案通知书仅耗时25天，创近年来境外发 行备案最快纪录之一。 2024年12月，宁德时代首次公告筹划发行H股股票并在香港联合交易所有限公司主板上市，随后于2025年2月11日向港交所正式递交申请。行业 预计，宁德时代的本次IPO有望成为港股近年来规模最大的项目之一。 亿纬锂能获长安汽车定点 宁德时代赴港IPO获批 3月24日消息，近日，亿纬锂能子公司湖北亿纬动力有限公司收到重庆长安汽车股份有限公司关于HEV电池总成等零部件的供应商定点通知。 亿纬锂能表示，本次收到定点通知是对亿纬动力HEV电池产品性能和供货资格的认可，在圆柱电池领域持续深化。该项目顺利实施将助于推动 公司在混合动力领域发展，提升在新能源行业的市场拓展力、综合实力和国际化水平。 亿纬锂能全极耳圆柱电池新品首发 3月24日，亿纬锂能以"倍率无极限，澎湃芯动能"为主题，重磅发布18650 30PL与21700 50PL两款全极耳圆柱电池新品，并推出倍率型圆柱电 池全面解决方案。 基于全极耳技术体系，亿纬锂能通过"材料-结构-工艺"三维创新，实现功率提升100% ...

3月28日，第23届中国北方国际自行车电动车展览会（以下简称天津展）在国家会展中心（天津）隆重开幕。在《电动自行车用锂离子蓄电池 安全技术规范》（GB 43854-2024）与《电动自行车安全技术规范》（GB17761—2024）落地执行的大背景下，电动车锂电池迎来产业发 展的新拐点。这也让本届天津展上的锂电产品与技术备受厂家与参展商们的聚焦与关注。 作为锂电"新强标"的主要起草单位， 亿纬锂能携真正"车用级"轻型动力电池解决方案强势登陆本届天津展，并于展会现场成功召开新品发布 会，全新升级后的OMNI全能电池-LMX系列震撼登场。 让我们聚焦亿纬锂能新品发布与展台现场的关键信息，来一窥亿纬锂能是如何通过产品与技术，来迎接两轮电动车锂电池的"双强标"时代吧。 01 性能、安全实现再突破 亿纬全面升级真正"车用级"46系大圆柱电芯 去年南京展，亿纬锂能正式发布了轻型动力OMNI全能电池-LMX系列。不仅为新国标车、共享换电、滑板车/平衡车提供性能全面提升的解决方 案，也成为 "新强标"下极具代表性的锂电新品。 此次发布会， OMNI全能电池-LMX系列迎来全方位升级，以真正的"车用级"锂电池，打造出覆盖电动两轮 ...

Group 1 - LG Energy Solution has recruited the core team from the former Jiewei Power to strengthen its capabilities in lithium iron phosphate battery sector, with approximately 20 former employees already onboard at the Nanjing factory [1] - LG Energy plans to introduce a total of around 200 former Jiewei employees in three batches, covering various functions including R&D, production, and sales [1] Group 2 - EVE Energy's subsidiary, Hubei EVE Power Co., has received a supplier designation notification from Changan Automobile for HEV battery assemblies, recognizing the performance and supply qualifications of EVE's HEV batteries [2] - This project is expected to enhance EVE Energy's market expansion and overall strength in the new energy sector [2] Group 3 - Xiamen Hichain Energy Technology Co., has submitted its IPO application to the Hong Kong Stock Exchange, focusing on providing comprehensive energy storage solutions centered around energy storage batteries and systems [3] - Hichain Energy is the only company in the GWh-level lithium-ion battery shipment category that specializes in the energy storage field, having served clients in over 20 countries and regions [3] - The company is projected to deliver 35.1 GWh of global energy storage batteries in 2024, ranking third in the global energy storage market by lithium-ion battery shipment volume [3]

据起点研究院（SPIR）预测，今年全球对圆柱电池需求将达到新高，具体为：新能源汽车领域 93.2GWh、电动三轮车及低速四轮车3.1GWh、电动工具23.7GWh、储能16.8GWh、两轮车 7.1GWh、清洁电器5.3GWh、平衡车3.2GWh、3C需求14.4GWh，新能源汽车/储能/两轮 车/电动工具将会是今年圆柱电池重点发力领域。 大圆柱电池方面，按照电芯只数统计宁德时代出货量第一，第二为亿纬锂能，然后是朗泰通、 鹏辉能源、多氟多，大圆柱电池TOP10所占市场份额为96.9%，行业集中度极高。 如按照GWh单位数统计，亿纬锂能出货量位列第一，第二是多氟多，然后是宁德时代、鹏辉能 源、国轩高科，值得注意的是，多氟多尽管只数排名第四，但该公司所生产的60/46/40系列 容量大，导致排名直接超过宁德时代。 起点研究院（SPIR）数据显示，大圆柱电池在2024年出货22.3GWh，占圆柱电池整体 14.7%。随着大圆柱电池技术成熟，出货份额将持续上升。 01 两大 "绝招"助力放量 去年大圆柱电池无疑是与固态电池并行的爆火概念，特斯拉的工艺突破以及去年9月宣布第1亿 颗4680电池正式下线，在此之前一周松下 ...

Core Viewpoint - The cylindrical battery market is experiencing a surge in activity driven by technological advancements and market expansion, particularly with the introduction of new products by EVE Energy [1][2][3]. Group 1: Technological Innovations - The all-tab technology has emerged as a key breakthrough in enhancing battery performance, optimizing internal current conduction paths, reducing resistance, and significantly improving charge and discharge efficiency and cycle life [2]. - The 46 large cylindrical battery has reached a critical development milestone, entering large-scale production, and is capable of meeting the stringent energy storage requirements of various emerging fields such as light vehicles, electric tools, eVTOL, and humanoid robots [2][3]. Group 2: EVE Energy's Product Launches - EVE Energy has launched two leading all-tab cylindrical battery products aimed at the electric tool market, and a comprehensive "vehicle-grade" solution for light vehicles [4][5]. - The 18650 30PL battery features a power density exceeding 10 kW/kg, a 100%+ improvement over traditional batteries, and supports 40A continuous discharge for 4.5 minutes, making it suitable for heavy-duty tools [9][10]. - The 21700 50PL battery achieves a 36C ultra-high current pulse discharge, supports 40A continuous discharge for 7.5 minutes, and has a single energy density of 273 Wh/kg, enhancing energy density by 20% [12]. Group 3: Market Trends and Growth - The electric tool market is projected to grow at an annual rate of 9.2%, driven by the global trend towards cordless and lithium battery replacements [7]. - EVE Energy's 46 large cylindrical battery has already achieved mass production with over 31,000 units installed in various applications, marking it as a leader in the domestic market for passenger vehicles [18]. Group 4: Safety and Standards - EVE Energy has implemented rigorous safety standards for its "vehicle-grade" batteries, ensuring compliance with new energy vehicle battery standards through comprehensive quality control measures [16][18]. - The company has introduced the world's first puncture-resistant 18650 22M battery, designed to prevent thermal runaway in the event of internal short circuits, thereby setting a new safety standard for small batteries [26][28]. Group 5: Future Outlook - EVE Energy plans to continue expanding its product range, with the introduction of the 18650 25PL battery scheduled for October 2025, further enhancing its high-rate product offerings [13]. - The company is well-positioned to leverage its technological advantages and market strategies to capture a larger share of the cylindrical battery market as competition intensifies [29].

Core Insights - Over 30 entrepreneurs from Hubei have made it to the wealth rankings, showcasing the region's entrepreneurial spirit and success [1] - Lei Jun, founder of Xiaomi, tops the list of Hubei entrepreneurs with a wealth of 220 billion yuan, ranking him among the top ten nationally [4][1] - The wealth of Hubei's top entrepreneurs reflects significant contributions to various industries, including technology, insurance, and automotive [1] Summary by Categories Technology Sector - Lei Jun, founder of Xiaomi, has a wealth of 220 billion yuan, making him the wealthiest entrepreneur from Hubei [4] - He Xiaopeng, chairman of Xiaopeng Motors, has a wealth of 38 billion yuan [10] - Gong Hongjia, founder of Hikvision, and his wife have a combined wealth of 63 billion yuan [8] Insurance Sector - Chen Dongsheng, founder of Taikang Insurance, has a wealth of 63 billion yuan [7] - Huang Li, chairman of Gaode Electric, has a wealth of 20 billion yuan [17] Other Notable Entrepreneurs - Liu Jinchen, chairman of EVE Energy, has a wealth of 41 billion yuan [9] - Ye Guofu, founder of Miniso, has a wealth of 34.5 billion yuan [13] - Liu Yiqian, chairman of New Liyi, has a wealth of 39 billion yuan [11] Educational Background - Many successful entrepreneurs from Hubei are graduates of prestigious universities, such as Wuhan University and South China University of Technology, indicating a strong educational foundation [1]