2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 换电之城 智慧两轮 时间： 7月10-11日 地址： 深圳宝安登喜路国际酒店2楼国际厅 一、活动背景及亮点 二、活动组织架构 活动名称： 2025第五届起点两轮车换电大会及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 雅迪科技集团 商用车事业部 销售总监 李朋 嘟嘟换电 总经理 廖志成 菜鸟集团 自动驾驶区域总经理 吴豫嬰 台铃集团 总裁助理 胡东文 优旦科技 产品与解决方案总监 王剑楠 盾创科技 CEO 刘新宇 小安科技 CEO 李超超 中兴派能 共享换电事业部总经理 张兆勇 | | 专场论坛②:新国标电自电池技术专场 | | | --- | --- | --- | | 13:30-15:30 | 大圆柱电池在两轮车细分领域的应用及发展前景 | 创明新能源 大圆柱电池产品总监 黄肠博士 | | | 电动两轮车及换电高安全动力电池解决方案 | 多氟多新能源 前瞻技术研究副院长 景绍芒 | | | 磷酸锰铁锂产业化研究 | 时代瑞象 总工程师 徐斌 | | | 智能装备助力大圆柱全极耳电池全面量产与创新拓展 | 逸飞激光 | | | 多极 ...

Group 1: Industry Insights - In 2024, Saudi ports processed a total of 320.78 million tons of cargo, marking a significant year-on-year increase of 14.45% [2] - Qatar's GWC has introduced an innovative logistics solution called Flow Port, aimed at facilitating Chinese manufacturers' access to the Saudi market by reducing customs and port delays [2] - The cross-border logistics network established by Cainiao in the Gulf region allows for package delivery within three days, enhancing logistics efficiency [4] Group 2: Company Developments - WeRide, an autonomous driving technology company, has reportedly submitted a confidential application for a Hong Kong IPO, although the company declined to comment on the matter [3] - Stone Technology has filed for an IPO in Hong Kong, with plans to use the raised funds for international business expansion, R&D enhancement, and increasing production capacity [3] - Stand Robot has submitted its prospectus for a Hong Kong listing, aiming to become the first industrial humanoid robot company publicly listed [4] Group 3: Financial Performance - Alibaba reported a revenue of 996.347 billion yuan for the fiscal year 2025, with a net profit increase of 77% year-on-year to 125.976 billion yuan [6] - E-Control Smart Driving achieved a total revenue of 986 million yuan in 2024, reflecting a 264% increase compared to 2023 [18] - The annual revenue of Yushu Technology has surpassed 1 billion yuan, indicating strong growth in the tech sector [6] Group 4: Market Expansion - Geely Auto has officially entered the Greek market with the launch of its electric SUV, Geely International EX5, in Athens [5] - Saint Bella has successfully listed on the Hong Kong Stock Exchange, becoming the first global company focused on high-end maternal care services [7] - Farmer Spring has officially entered the Hong Kong market, with plans to distribute its products across over 3,500 sales points [7]

还有 一些机器人已经使用了太阳能电池板 方案 ，理论上这些电池板可以延长机器人的运行时间，尤其是在执 行低功率任务或在阳光充足的环境中。但实际上，相对于移动机器人以实际速度行走、奔跑或飞行所需的能 量，太阳能提供的功率非常小。因此，像太阳能电池板这样的能量收集技术至今仍是一种小众解决方案，更适 合固定式或超低功率机器人。 此前，人形 机器人 " 天工 " 虽然 在北京完成了一场半程马拉松，用时不到2小时40分钟 ，但是这 并非一次 充电就能完成，在途中，机器人不得不停下来更换电池三次。这个细节虽然很容易被忽视，却充分说明了机器 人技术面临的一个更深层次的挑战：能源。尤其随着人形机器人落地工业场景， 要求人形机器人具备近20小 时的持续工作能力，而目前电池单次充电续航时间仅为4-6小时。 目前，人形机器人普遍采用圆柱形锂电池。例如，宇树H1机器人搭载0.864kWh锂电池，而特斯拉擎天柱则 采用2.3kWh的电池系统，Figure 02人形机器人搭载2.25 KWh的电池组，一次充电可以运行5小时。近期， 国际知名机构瑞银集团在一份报告中预测，到2035年全球人形机器人潜在市场总规模将达到300亿至500亿美 ...

【环球网财经综合报道】日前，民航局发布"3C禁令"，禁止携带无3C标识及被召回的充电宝上境内航班，收紧了对充 电宝的航空安全管控，国内多地机场已明确将按此规定实施。这一禁令"击中"充电宝主要使用场景，影响重大。 我国自2023年8月1日起对充电宝实施3C认证管理，2024年8月1日起，未获认证证书和标注认证标志的不得出厂、销 售、进口或用于其他经营活动。但目前市面上和消费者手中的充电宝，仍有相当数量未取得3C认证，美团等主流共享 充电宝平台也存在无3C认证标识产品。 充电宝召回事件持续发酵，此前安克创新等厂商宣布与相关电芯供应商终止合作，罗马仕、绿联科技等品牌的3C认证 也有暂停。此次安全危机根源在于低价内卷，部分品牌为压缩成本，外包生产并使用低价电芯、简化隔膜结构，削弱 了产品安全冗余。据统计，售价200元以下机型中，起火、爆炸事故集中爆发，电芯不过关等是主要诱因。 此次风波中，安普瑞斯作为曾占充电宝电芯领域超90%市场份额的供应商，受影响较大。安克创新已终止与涉事电芯供 应商合作，并与宁德时代旗下宁德新能源ATL签署合作协议；倍思自查未使用风险批次电芯；李为所在公司已与亿纬锂 能等电芯厂商合作。 销售端， ...

【导读】锂电巨头亿纬锂能斥资86亿元布局东南亚 锂电池行业巨头亿纬锂能，海外扩张又有新动作。 6月27日晚间，亿纬锂能（证券代码：300014）发布公告称，公司全资孙公司亿纬储能马来西亚（EVE ENERGY STORAGE MALAYSIA SDN.BHD.）将在马来西亚吉打州投资建设新型储能电池项目，投资总额不超过86.54亿元，旨在通过海外产能 布局深化全球化战略，应对全球储能市场需求增长及国际贸易环境变化。 公告显示，本次投资主体亿纬储能马来西亚注册于马来西亚吉打州居林市，由亿纬锂能通过全资子公司亿纬亚洲有限公司 100%持股。项目名称定为"马来西亚高安全、高可靠、长寿命新型储能项目"，规划在当地扩建储能生产基地，建设用地规 模约48.4万平方米，建设期不超过2.5年。 资金层面，项目资金来源包括自有资金、发行股票募集资金及自筹资金（含银行贷款等）。亿纬锂能董事会已授权公司管 理层办理该项目后续事项并签署相关文件。 本次投资不构成关联交易及重大资产重组，且根据相关规定，无需提交股东大会审议。 近年来，东南亚地区新能源产业发展迅速，马来西亚作为东盟重要经济体，在电池制造领域具备政策支持与区位优势。 据了 ...

Core Viewpoint - EVE Energy, a subsidiary of EVE Lithium Energy, is investing up to 8.654 billion yuan in a new energy storage battery project in Kedah, Malaysia, to enhance its global strategy and meet the growing demand in the energy storage market [1][4][5]. Investment Details - The investment will be made through EVE Energy Storage Malaysia, which is fully owned by EVE Lithium Energy [5]. - The project, named "Malaysia High Safety, High Reliability, Long Life New Energy Storage Project," will cover an area of approximately 484,000 square meters and is expected to be completed within 2.5 years [5][6]. - Funding sources include self-owned funds, funds raised through stock issuance, and self-raised funds (including bank loans) [5]. Strategic Intent - The investment aims to expand the company's overseas operations and production capacity to meet the increasing global demand for energy storage solutions [6][8]. - The project is positioned to mitigate risks associated with international trade tensions and support business order growth and capacity expansion [8]. Financial Performance - In 2024, EVE Lithium Energy reported total revenue of 48.615 billion yuan, a slight decrease of 0.35% year-on-year, with net profit reaching 4.076 billion yuan, a growth of 0.63% [8][9]. - Revenue from energy storage batteries was 19.03 billion yuan, marking a significant increase of 16.44% compared to the previous year [9]. Market Context - The energy storage industry in Southeast Asia is rapidly developing, with Malaysia being a key player due to its supportive policies and strategic location [6]. - The establishment of overseas manufacturing facilities is becoming a trend in the lithium battery industry to avoid trade barriers and be closer to end markets [8].

Investment Rating - The investment rating for the AIDC power equipment and grid industry is "Outperform the Market" (maintained) [1] Core Viewpoints - The global AI computing power load is expected to grow significantly, with estimates of 9.7/15.9/20.2/22.3/23.4/24.6 GW from 2025 to 2030. The demand for AIDC power equipment is projected to reach 29/48/60/67/70/74 GW during the same period, with an average annual growth rate of 20% [5][13] - The market potential for dry-type transformers, medium and low voltage switchgear, UPS, HVDC, and solid-state transformers is estimated to reach 85/341/41/380/239 billion yuan by 2030 [5][12] - The domestic data center industry is expected to see increased capital expenditure from major cloud providers, with 2025 anticipated to be a pivotal year for AIDC construction [5][18] AIDC Power Equipment Summary - The AIDC power equipment sector has seen a recent overall increase, with notable gains in backup diesel power sources (+12.3%), lead-acid batteries (+6.9%), and server power supplies (+6.1%) [5] - Key companies in the transformer/switchgear segment include Jinpan Technology, Mingyang Electric, and Eaton, while UPS/HVDC businesses include Zhongheng Electric and Keda Technology [5] - The industry is witnessing a shift towards domestic companies gaining competitive advantages in various segments, with a focus on providing comprehensive solutions [5] Grid Industry Summary - The national power engineering investment completion amount for May 2025 was 645 billion yuan, a year-on-year decrease of 3.1%, while the grid engineering investment completion amount was 632 billion yuan, a year-on-year increase of 33.3% [31][32] - The second batch of bidding results for the State Grid's ultra-high voltage equipment in May 2025 showed a total bid amount of 5.2 billion yuan, a year-on-year decrease of 38% [57] - The grid equipment sector has shown varied performance, with distribution equipment (+5.3%) and grid automation equipment (+2.1%) leading the gains [5] Market Trends and Opportunities - The report suggests focusing on four key areas within AIDC power equipment: transformer/switchgear, UPS/HVDC, active filter APF, and server power supply [5] - For the grid sector, attention is recommended on ultra-high voltage orders and deliveries, virtual power plants, and the international expansion of power equipment [5]

倒计时13天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/蓝京新能源/亿纬锂能/星恒电源/先导智 能/小安科技/鑫晟达/精锐精密等 目前，国内电池企业纷纷出海，在马来西亚崭露头角。马来西亚逐渐发展成为东南亚地区重要的电池生产基地，进一步提升在全球电池产业 版图中的地位。 正在筹划港股 IPO 的 亿 纬锂能股 在马来西亚 布局 持续深入 。 6 月 27 日晚间，亿纬锂能公告披露 ，公司董事会审议通过了《关于孙公司拟在马来西亚投资建设新型储能电池项目的议案》，同意公司全 资孙公司亿纬储能马来西亚投资建设新型储能电池项目 ， 投资金额不超过 86.54 亿 ...

2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 换电之城 智慧两轮 时间： 7月10-11日 地址： 深圳宝安登喜路国际酒店2楼国际厅 一、活动背景及亮点 二、活动组织架构 活动赞助 /演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/派能科技/创明新能源/多氟多/博力威/睿恩新 能源/诺达智慧能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/蓝京新能源/亿纬 锂能/星恒电源/先导智能 /小安科技 /鑫晟达/精锐精密 等 三、大会议程 | 7 月 10 日 | 议题 参与企业/葺宾 | | --- | --- | | 14:00-15:00 | 会场签到 | | 15:00-17:30 | 2025 第五届中国新能源企业家俱乐部理事会暨两轮 ｜起点研究/雅迪科技/新日股份/司马出行/河豚换电 | 起点研究院（SPIR）权威发布《2025中国两轮车换电及电池TOP排行榜及行业白皮书》，第五届中国两轮车换电及电池行业鲁班奖颁奖典 礼，论坛现场颁发换电运营、锂电池、钠电池、换电柜、BMS等技术领 ...

重点要闻 亿纬锂能孙公司拟投资不超过86.54亿元建设新型储能电池项目 亿纬锂能(300014.SZ)公告称，公司全资孙公司亿纬储能马来西亚拟以自有资金、发行股票募集资金及/ 或自筹资金投资建设新型储能电池项目，投资金额不超过86.54亿元。项目建设期不超过2.5年，建设用 地规模约为48.4万平方米。 根据披露，本项目的实施进一步将促进公司海外业务的扩张发展，通过海外生产基地产能的扩大，满足 全球日益增长的储能配套需求；随着国际贸易摩擦的进一步加剧，本项目也将一定程度上降低该风险带 来的损失，有助于实现业务订单的增长、产能规模的扩大以及经营绩效的全面提升，为公司持续深入的 全球领先战略提供坚实的支撑。本项目的实施顺应电池供应领域快速增长的市场需求，持续强化公司在 锂电池领域的市场地位，对公司完善全球化产业布局具有积极作用和深远意义。 同日，亿纬锂能公告称，2025年第二次临时股东大会审议通过了关于公司发行H股股票并在香港联合交 易所有限公司上市的议案以及相关方案。 中国船舶公司换股吸收合并中国重工暨关联交易事项将于7月4日上会审核 中国船舶(600150.SH)公告称，公司拟以向中国重工全体换股股东发行A股 ...