Group 1 - Guoxuan High-Tech is entering the small power battery market by signing a cooperation agreement with Lujiang High-tech Zone to create a third growth pole for the company [1] - The daily electricity consumption of new energy vehicles in China is currently only 330 million KWh, which is 1.2% of the national average daily electricity consumption, indicating a vast market potential for energy storage lithium batteries [1] - If China's daily electricity consumption is shifted by two hours, the demand for energy storage batteries could exceed 10,000 GWh, positioning small power batteries as the third growth pole after power batteries and energy storage [1] Group 2 - Fengjiang Battery plans to expand its lithium battery business in Bangladesh by establishing a joint venture with a local company, with a registered capital of $500,000, where Fengjiang will invest $275,000 for a 55% stake [2] - This investment is part of Fengjiang Battery's strategic development plan to leverage geographical advantages for faster growth in the regional lithium battery market, aiming to serve other Southeast Asian countries [2] - Fengjiang Battery, founded in 2006, specializes in the customized and diversified research and production of lithium-ion batteries [2] Group 3 - Sodium Innovation Energy has signed a strategic cooperation agreement with Shanghai Ronghe Yuanshu Energy at the EESA International Energy Storage Exhibition to enhance collaboration in cell research, system solutions, market promotion, and demonstration projects [4] - The partnership aims to promote the commercialization of sodium-ion battery energy storage systems through complementary advantages [4] - Sodium Innovation Energy focuses on the research, production, and sales of core materials for sodium-ion batteries, providing solutions for end-users [4]
锂电产业链周记 | 干法锂电池隔膜骨干企业达成反内卷共识 宁德时代宜春锂矿停产