倒计时61天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） ◆ 电池 ◆ 雅化有望2026年推进 硫化锂和硫化物固态电解质中试线建设 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 近日， 四川雅化实业集团股份有限公司在业绩说明会上称，其锂盐生产研发中心已确定硫化锂合 成工艺路线方案以及合成实验平台建设规划。 目前，雅化与四川大学共建联合实验室，布局硫化锂和硫化物固态电解质研发，原目标2027年完 成中试线建设。现预计年内完成样品生产制备及客户送样工作，有望在2026年便推进中试线建 设。 亿纬锂能进入 小鹏MONA电池供应体系 9月16日消息，亿纬锂能成功进入小鹏MONA电池供应体系。后续车型基础版本规划了亿纬锂能提 供的电池方案，长续航版本则仍采用比亚迪电池。 此次亿纬锂能供应的是传统方形电池，相比比 ...

Group 1 - The Nasdaq China Golden Dragon Index increased by 2% on Wednesday, indicating a positive trend for popular Chinese concept stocks [1] - Baidu (BIDU.US) and NIO (NIU.US) both rose over 6%, reflecting strong market performance [1] - GDS Holdings (GDS.US) saw an increase of nearly 4%, while Pinduoduo (PDD.US) and New Oriental (EDU.US) both rose by 3%, showcasing a broad-based rally among these stocks [1]

强强联合，共拓电摩新机遇 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：星恒锂想 9月15日，全球轻型车锂电池领导者星恒电源与 全球智能城市出行领军品牌小牛电动，正式签署微刀电摩锂电池系列 战略合作协议 。 双方将围绕微刀电池及电摩产品联合研发展开深度合作， 并达成规模达3GWh的锂电池合作协议， 标志着双方战略合作进入全新阶段。 基于对电动出行领域创新与品质升级的共同追求，双方将在高性能电摩产品的联合技术开发、产品创新与供应链协同等 方面开展深度合作，以先进技术赋能产品，共同推动锂电技术在智能城市出行领域的应用升级，为用户带来更安全、更 长续航、更强动力的出行体验。 小牛电动CEO李彦表示："星恒电源在锂电研发与制造领域积淀深厚。此次合作升级，旨在通过技术协同与价值共创， 为用户提供超越期待的产品体验，巩固小牛电动在全球智能出行市场的技术领先地位，携手引领绿色智能出行新时代。 合作将秉持开放、互信、长期共赢的原则，持续探索未来出行场景的更多可能性。" 随着年轻消费群体崛起，以及电自新国标政策的严格执行，市场对高性能、高品质电摩产品的需求持续增长，电摩品 ...

Market Overview - On September 15, global capital markets experienced a significant rally, driven by Trump's prediction of substantial interest rate cuts by the Federal Reserve, leading to all three major U.S. stock indices closing in the green, with the Nasdaq and S&P 500 reaching all-time highs [1] Stock Performance - The Dow Jones Industrial Average closed at 45,876.49, up by 42.27 points or 0.09% [2] - The Nasdaq Composite Index reached 22,281.81, increasing by 140.71 points or 0.64% [2] - The S&P 500 Index finished at 6,611.86, gaining 27.57 points or 0.42% [2] - Tesla's stock surged over 5%, following Elon Musk's purchase of more than 2.5 million shares on September 12 [2] - Alphabet (Google) saw its stock rise over 4%, marking a historic milestone with a market capitalization surpassing $3 trillion [2] Sector Performance - The Nasdaq China Golden Dragon Index rose over 1%, with significant gains in sectors such as photovoltaics, new energy, and lithium batteries [3] - Li Auto's stock increased by over 7%, NIO's stock rose by over 4%, and Xpeng's stock gained over 3% [5] - The U.S. solar index climbed by 5.95%, and the new energy index increased by 5.81% [4] Commodity Market - In the domestic futures market, most main contracts saw increases, with coking coal rising over 5% and other commodities like coke and glass increasing over 4% [5] - International commodities also showed positive performance, with gold, silver, and crude oil prices rising [6]

Core Insights - The company is enhancing user experience by integrating its electric vehicle app with HarmonyOS 5, allowing for smarter and more convenient vehicle control [1][5][7] - The app has undergone over 35 iterations since its launch in June 2024, providing features such as vehicle management, remote control, and real-time status monitoring [5][7] - The adaptation of the app for HarmonyOS smartwatches enables users to control their vehicles hands-free, addressing the challenge of using mobile devices while riding [5][7] Group 1 - The company aims to provide a more convenient and intelligent riding experience, moving beyond basic functionalities [1][3] - The HarmonyOS version of the app supports features like one-click login, desktop service cards, and voice control, simplifying the user experience [5][7] - The smartwatch integration allows users to manage their vehicles efficiently, including operations like switching the vehicle on/off and checking battery status [5][7] Group 2 - The deep integration of the app with HarmonyOS 5 addresses practical commuting needs and enhances the overall smart travel ecosystem [7] - The company is focused on creating a seamless "hardware + software" integration to promote smart travel across various scenarios [7]

（原标题：电动自行车新国标落地，安全要求收紧推动行业升级） 21世纪经济报道 实习生涂玥 记者吴立洋 9月1日，《电动自行车安全技术规范》（GB 17761—2024）（以下简称"新国标"）正式实施，自此作 为新的生产标准，正式代替2019年起实施的旧国标（GB 17761-2018）。 作为短途出行工具，电动自行车的市场已经相当庞大。工信部数据显示，我国电动自行车社会保有量高 达3.8亿辆，相当于，每四个人就拥有一辆电动自行车。 面对广大的电动自行车用户群体，新国标提出更明确的安全导向，更在规定内容中直指火灾事故和非法 改装两大痛点设置了新标准。 值得一提的是，长期以来电动自行车关于速度与安全的博弈也将迎来终局。 新国标在旧国标限速的基础上再加码，明确新国标车出行速度超过25km/h将自动断电，防篡改的规定 更从物理层面杜绝了电动自行车超速行驶的风险，为电动自行车行业划下了一条红线。 此外，相较于旧国标，新国标新增多项技术要求，如放宽铅酸电池车型重量限制至63kg，提升续航里 程；引入北斗定位、制动性能优化等技术。对于电动自行车市场而言，更严格的技术要求落地有望在推 动行业规范发展的同事，加速市场格局洗牌， ...

Group 1 - The core viewpoint of the news is that Niu Technologies has significantly improved its ranking in the "Global Brand China Online 500" list, moving from 312th to 85th, indicating strong performance in the high-end electric vehicle market [1] - The ranking is based on consumer purchasing behavior data from Alibaba's Tmall platform, reflecting the brand's competitive strength in the online market [1] - Niu Technologies leads the smart two-wheeler industry in China, showcasing its dominance in the high-end electric mobility sector [1] Group 2 - Niu Technologies is expanding its digital channels and integrating resources from multiple platforms like Tmall, JD, Douyin, and Dewu to enhance user experience and purchase efficiency [4] - During the 618 shopping festival, Niu achieved over 100 million yuan in sales through live streaming, with a notable performance on Douyin, where high-end models frequently sold out [4] - The company has set a benchmark for new retail transformation in the industry, with a year-on-year sales growth exceeding 150% during the event [4] Group 3 - The "technology democratization" strategy has led to a surge in sales, with Niu's vehicle sales reaching 318,700 units in Q2 2025, a 53.6% increase year-on-year [5] - Revenue for the same period was 1.256 billion yuan, reflecting a 33.5% year-on-year growth, with a net profit of 5.9 million yuan [5] - Niu's strategy includes leveraging AI and IoT technologies to enhance product intelligence and safety, thereby transitioning the industry from price competition to value competition [5]

Core Viewpoint - The launch of the new flagship electric motorcycle M5 series by Ninebot, featuring a custom large cylindrical lithium battery from CATL, is set against the backdrop of the new national standard for electric bicycles, which is expected to accelerate the trend of lithium battery replacing lead-acid batteries in the industry [3][4]. Group 1: Product Features and Innovations - The top model M5 200 is equipped with the industry's first 72V90Ah large cylindrical lithium battery, providing high endurance and low charging frequency solutions for two-wheelers [4]. - The large single-cell battery utilizes the E30P cell designed specifically for electric motorcycles, achieving a maximum range of 195 kilometers, which alleviates range anxiety for users [6]. - The battery supports a peak discharge of 3.5 C and continuous discharge of 2 C, with a standard 20A fast charging capability, allowing for a quick recharge of 100 kilometers [6][12]. Group 2: Safety and Testing - Testing demonstrated that the battery maintains stable discharge even after being frozen at -20°C for 48 hours and withstands extreme pressure without leakage or combustion [8][11]. - The design of the battery pack offers high safety redundancy under low-temperature and extreme pressure conditions, ensuring reliability in challenging scenarios [11]. Group 3: Market Trends and Projections - The collaboration between Ninebot and CATL is expected to elevate the performance standards in the electric motorcycle market, with compact structures and cost advantages for large cylindrical batteries [12]. - According to GGII data, the shipment volume of large cylindrical batteries in the two-wheeler sector is projected to reach 2.5 GWh in 2024, representing a year-on-year growth of 150% [13]. - The increasing penetration of large cylindrical batteries in the two-wheeler market will provide users with longer ranges, fewer charging needs, and a safer travel experience [14].

Market Performance - The US stock market indices collectively rose, with the Dow Jones Industrial Average up by 0.3%, the S&P 500 up by 0.41%, and the Nasdaq Composite up by 0.44% [2][4] - Major technology stocks mostly increased, with Tesla and Nvidia both rising over 1%, while Apple increased nearly 1% [5] - Bank stocks saw a collective rise, with JPMorgan, Goldman Sachs, Bank of America, and Wells Fargo all up over 1% [6] Chinese Concept Stocks - Chinese concept stocks performed strongly, with the Nasdaq Golden Dragon China Index rising by 0.73% [10] - Notable individual performances included Hesai Technology surging over 14%, NIO rising over 10%, and Xpeng Motors increasing over 5% [11][14] - Other Chinese stocks like Douyu and Pinduoduo experienced declines, with Douyu down over 8% [14] Oil Market - International oil prices saw a significant decline, with both NYMEX WTI and ICE Brent crude dropping over 2% [15][16] - Domestic oil prices in China are set to decrease, with gasoline and diesel prices lowered by 180 yuan and 175 yuan per ton, respectively, effective from August 26, 2025 [16]

Core Viewpoint - The article highlights the strong performance of Chinese concept stocks in the U.S. market, with significant gains in several individual stocks, while also noting a decline in international oil prices [2][6][10]. U.S. Stock Market Performance - On August 26, U.S. stock indices closed higher, with the Dow Jones Industrial Average up 0.3% to 45,418.07 points, the S&P 500 up 0.41% to 6,465.94 points, and the Nasdaq Composite up 0.44% to 21,544.27 points [4]. - Major technology stocks mostly rose, including Tesla and Nvidia, both up over 1%, while Microsoft and Google saw slight declines [4]. - Bank stocks experienced collective gains, with JPMorgan Chase, Goldman Sachs, and others rising over 1% [4]. Performance of Chinese Concept Stocks - The Nasdaq China Golden Dragon Index increased by 0.73%, indicating a strong overall performance of Chinese concept stocks [7]. - Notable individual stock performances included Hesai Technology, which surged over 14%, NIO rising over 10%, and other companies like Xpeng Motors and Qudian also showing significant gains [8][9]. Oil Price Movement - International oil prices saw a significant drop, with both NYMEX WTI and ICE Brent crude falling over 2% [11]. - As a result of the price decline, domestic fuel prices in China are set to decrease, with gasoline and diesel prices lowered by 180 yuan and 175 yuan per ton, respectively [11].