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宁德时代/国轩项目传新进展;楚能/赣锋签订采购合作;20GWh电池大单落地;58亿圆柱电池项目落户四川;西北百亿锂电项目开工
起点锂电·2025-05-04 09:04

Group 1 - CATL's Luoyang base project phase one has been fully operational, achieving a cumulative output value exceeding 5 billion yuan, with an annual capacity of 30GWh [2] - The Luoyang base has all production lines in operation, with over 95% of production equipment connected to the network, producing one cell every second and one battery pack every 2.5 minutes [2] - CATL is also progressing with the construction of phase two of the Luoyang base, which is set to start in May 2024 [2] Group 2 - CATL has become the first company to pass the new national standard for power batteries, receiving two GB 38031-2025 safety requirement testing reports [3][4] - The new standard will officially be implemented on July 1, 2026 [4] Group 3 - Chuangneng New Energy and Huachuang New Materials have signed a strategic cooperation agreement for a lithium battery copper foil project, with Huachuang supplying 150,000 tons of raw materials over the next five years [5] - Ganfeng Lithium has signed a strategic cooperation agreement with Shenzhen Tianbangda Technology for over 5GWh of battery management systems (BMS) in 2025 [6] Group 4 - Funeng Technology reported a net loss reduction of 1.538 billion yuan in 2024, with total revenue of 11.68 billion yuan and ranking third in national power battery export volume [7] - Ruipu Lanjun has signed a strategic cooperation agreement with Yufeng Future for eVTOL aircraft energy solutions, providing customized high-nickel battery solutions [8] Group 5 - Guoxuan High-Tech has commenced construction of the largest battery manufacturing base in western China, with a project area of approximately 158,000 square meters [9] - Zhuhai Guanyu's quasi-solid-state battery project has passed expert acceptance, achieving key technological breakthroughs [10] Group 6 - XWANDA reported a 21.23% increase in net profit for Q1 2025, with total revenue of 12.289 billion yuan [11] - A 5.8 billion yuan cylindrical battery project has been signed in Sichuan, focusing on lithium-ion battery production lines [12] Group 7 - SK On has been selected as the battery supplier for the US electric vehicle startup Slate, with a contract to supply 20GWh of batteries from 2026 to 2031 [13][14] - Samsung SDI plans to promote its latest ESS battery products at an upcoming battery exhibition in Europe [15] Group 8 - A major negative electrode material base has been initiated in Ningxia, with a total investment of 31 billion yuan, including projects for lithium iron phosphate and artificial graphite [17] - Zhenhua New Materials has postponed the implementation of its positive electrode material production line project [18] Group 9 - A 100,000-ton lithium iron phosphate project has received environmental approval, with plans to be operational by June 2026 [20][21] - LG Energy has announced plans to build a battery recycling plant in partnership with Derichebourg, with a processing capacity of over 20,000 tons [33] Group 10 - BYD reported a revenue of approximately 170.4 billion yuan in Q1 2025, with a net profit increase of 100.38% [37] - The company aims to sell 5.5 million vehicles in 2025, with significant growth expected in overseas markets [37]