每日速递｜孚能科技获国内头部车企定点，预计2026年开始供货

Battery Industry - Funeng Technology has received project designation from a leading domestic new energy commercial vehicle client, with the project expected to use a lithium iron phosphate battery solution starting in 2026 [2] - Nandu Power announced plans to launch semi-solid lithium battery products for civilian use in the second half of the year, focusing on battery swapping and vehicle distribution [3] - TBL New Energy's solid-state battery project has been selected for the National Key R&D Program, aiming to develop high energy density and long cycle life batteries for low-altitude aircraft applications [5] - The implementation of the new mandatory product certification rules for lithium-ion batteries and power banks has begun, prohibiting the production, import, and sale of non-compliant products [5] Material Supply - The first batch of recycled black powder raw materials for lithium-ion batteries has successfully cleared customs in Ningbo, marking a significant step in the management of imported materials [7] Overseas Developments - Wildcat Resources confirmed the economic viability of the Tabba-Tabba lithium mine project in Western Australia, with an internal rate of return of 26.6% and a tax-free cash flow projection of AUD 4.57 billion [9] - UK battery developer Harmony Energy plans to raise £300 million (approximately USD 400 million) to expand into emerging European markets, driven by increasing storage demand due to rising wind and solar energy generation [12]