起点锂电·2025-06-01 05:11Group 1 - CATL has changed its largest customer, with Xiaomi Auto becoming the top client, accounting for 9.8% of the supply, surpassing Geely (9.6%) and Tesla (8.1%) [3] - In April, CATL led the market with a 44.7% share in the power battery sector, driven by strong performance from Xiaomi's SU7 model, which delivered over 28,000 units in April alone [3] Group 2 - Foton Motor and EVE Energy have established a joint venture, Beijing Foton EVE New Energy Technology Co., Ltd., with a registered capital of 500 million RMB, aiming to expand the new energy heavy truck business [4][5] - The joint venture will provide diverse battery leasing solutions to support cost reduction in power batteries and improve profit margins for new energy heavy trucks [5] Group 3 - Chuangming has begun exporting its high-temperature, long-life cylindrical batteries, marking its entry into the overseas market [6] - The exported lithium batteries utilize full-tab technology, reducing internal resistance by 90% and maintaining stable performance in extreme temperatures from -30°C to 60°C [6] Group 4 - Penghui Energy has signed a strategic cooperation framework agreement with Mingtai Aluminum to collaborate on solid-state and sodium-ion battery development, as well as aluminum recycling [7][8] - The partnership aims to leverage both companies' capabilities in battery technology and material collection to promote the recycling and application of recycled aluminum alloys in new energy batteries [7] Group 5 - BYD has surpassed Tesla in European sales for the first time in April 2025, selling 7,231 pure electric vehicles compared to Tesla's 7,165 [38] - BYD's total sales, including plug-in hybrids, reached 12,525 units, marking a 359% year-on-year increase, while Tesla's sales in China dropped significantly [38] Group 6 - The price of lithium carbonate has fallen below 60,000 RMB per ton, with futures dipping to 59,720 RMB, indicating a significant decline in the market [22] - The current expectation is for lithium carbonate prices to fluctuate between 58,000 and 65,000 RMB per ton in the next 1-3 months [22] Group 7 - A new project in Jiangsu aims to handle 100,000 tons of retired batteries annually, focusing on the entire lifecycle from disassembly to recycling [29] - The project, with a total investment of 480 million RMB, will enhance resource recycling efficiency and strengthen the local battery recycling industry [29] Group 8 - The first phase of a 10,000-ton manganese iron phosphate lithium battery project has been launched by Shanxi Teva Energy Technology Co., Ltd., with a total investment of 3 billion RMB [20] - The project includes 16 fully automated production lines and aims to meet the growing demand for lithium battery materials [20]