Core Viewpoint - The article highlights the launch of BTR S+i graphite anode material solution by Bettery, aimed at enhancing the range of electric vehicles through innovative silicon-based anode technology [1][2]. Group 1: Product Innovation - Bettery introduced the BTR S+i graphite anode material solution, which is designed specifically for silicon-based anodes, addressing key challenges in energy density [1]. - The new solution can increase battery lifespan by 20%, maintain a high capacity retention during idle conditions, and improve storage performance by over 25% [1]. - The i-graphite material achieves a synergistic effect with silicon anodes, effectively resolving issues such as lithium crosstalk, uneven material dispersion, and thermal stability [1]. Group 2: Industry Standards and Safety - Bettery has established a strong foundation in silicon-based anode technology, with successful product integration into leading international clients [2]. - The company led the development of the international standard for nano-silicon anode materials, filling a gap in the industry [2]. - Bettery showcased solid-state battery material solutions, emphasizing the growing demand for high energy density and safety in new applications like flying cars and drones [2]. Group 3: Global Collaboration and Sustainability - The Chain Expo serves as a platform for vertical communication across the global supply chain, promoting deep integration and collaborative innovation [2][3]. - Bettery aims to transition from a traditional material supplier to a solution provider, actively participating in the restructuring of the global smart automotive industry [3]. - The company is expanding its international footprint with local supply chain systems, including an operational facility in Indonesia and projects in Morocco [3]. - Bettery's green manufacturing processes and low-carbon material solutions align with global ESG demands, contributing to carbon neutrality goals [3].

Core Viewpoint - The article discusses the termination of a project by Shanghai Pulite Composite Materials Co., Ltd. and its subsidiary Jiangsu Haisida Power Co., Ltd. due to changes in the macro environment of the new energy industry, emphasizing the company's strategic focus on sodium-ion and solid-state batteries moving forward [3][6][8]. Group 1: Project Investment Overview - The project aimed to establish a sodium-ion and lithium-ion battery production base in Liuyang, Hunan, with a land use right acquired for the project [5]. - The project was initially signed in June 2023, but no substantial construction had commenced by the time of the announcement [5]. Group 2: Termination of Project Investment - The decision to terminate the project was made after careful consideration of the changing macro environment in the new energy sector, leading to mutual agreement with the Liuyang Economic and Technological Development Zone to end the investment [6]. - The company will return the land use rights and relevant fees, including land transfer fees, deed tax, and deposits [6]. Group 3: Impact of Project Termination - The termination of the project is not expected to adversely affect the company's existing operations or performance, nor will it hinder the development of its new energy business [8]. - The company continues to focus on strategic development in sodium-ion and solid-state batteries, having established partnerships with leading industry players and securing orders for future deliveries [8]. - Since its establishment in 1993, the company has been a leader in modified composite materials, with a significant presence in the automotive sector and a recent expansion into the lithium battery field [8].

Core Viewpoint - EVE Energy plans to launch a solid-state battery with an energy density of 350Wh/kg and 800Wh/L by 2026, followed by a high-energy solid-state battery exceeding 1000Wh/L by 2028, indicating a significant advancement in battery technology for electric vehicles [1][4]. Group 1: Battery Technology Advancements - EVE Energy's LMX product achieves an energy density of 205Wh/kg, surpassing the current mainstream LFP system, enabling electric heavy trucks to achieve a range of over 500 kilometers, thus breaking application barriers in medium to long-distance logistics [1]. - The LMX technology has successfully expanded the low-temperature operating window to -20°C, improving low-temperature performance by 30% compared to the current LFP system [1]. - EVE Energy has overcome mass production challenges for the 46 series cylindrical battery, becoming the first company in China to achieve mass production in this field [2]. Group 2: Performance Metrics - As of May this year, EVE Energy has installed over 60,000 units of cylindrical batteries, with the longest single vehicle mileage reaching 230,000 kilometers [3]. - The lithium metal battery system has achieved a discharge energy density of 352Wh/kg, supporting continuous discharge at 4C and pulse discharge at 7C, with a power density exceeding 1000W/kg, suitable for extreme demands of low-altitude unmanned aerial vehicles [3]. - The cylindrical battery developed using nano-silicon-based materials has an energy density of up to 320Wh/kg [3]. Group 3: Future Plans - EVE Energy's roadmap includes the introduction of solid-state battery 1.0 in 2026 with specified energy densities, followed by the advanced solid-state battery 2.0 in 2028 [4].

Core Viewpoint - The establishment of Dalian Times Carbon Valley New Energy Co., Ltd. marks a strategic move in the new energy sector, with a focus on emerging energy technologies and materials, supported by major stakeholders including CATL and Bettery [1] Group 1: Company Developments - Dalian Times Carbon Valley New Energy Co., Ltd. was founded on June 9, with a registered capital of 10 million yuan, focusing on new energy technology research and battery sales [1] - The company is jointly owned by CATL's subsidiary Times Green Energy (80%), Dalian Oriental Carbon Valley New Materials Group (15.1%), and Bettery (4.9%) [1] Group 2: Strategic Collaborations - The collaboration between CATL and Bettery has evolved from a simple supply-demand relationship to a deep synergy involving technology, supply chain, and market [2] - Bettery supplies key materials such as silicon-based anodes and high-nickel cathodes, ensuring CATL's material needs across various applications including power batteries and eVTOLs [2] - Bettery's sixth-generation silicon-based anode material has achieved a capacity of over 2000 mAh/g and has been successfully industrialized, enhancing the performance of CATL's eVTOL batteries by over 30% in terms of range and fast-charging capabilities [2] Group 3: Investment Activities - In 2021, Longpan Technology established a subsidiary, Changzhou Lithium Source, and acquired two nanomaterial companies from Bettery, entering the lithium iron phosphate cathode material sector [3] - CATL holds a combined stake of 12.46% in Changzhou Lithium Source through its subsidiaries, while Bettery retains a 4.05% stake, creating a strategic equity link among Longpan Technology, CATL, and Bettery [3]

Core Viewpoint - The Fourth Solid-State Battery Conference and Silicon-Based Anode Industry Innovation Conference aims to accelerate commercialization by upgrading the industrial chain, focusing on solid-state batteries and silicon-based anodes [1]. Group 1: Event Overview - The conference is organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. and supported by various companies and research institutions in the automotive and battery sectors [2][3]. - The event will take place from July 3 to July 5 at the Sheraton Hotel in Ningbo, featuring key players in the automotive industry, including Geely Automobile and GAC Aion [3][4]. Group 2: Industry Highlights - The conference emphasizes two major trends: solid-state batteries and silicon-based anodes, which are seen as critical for the future of battery technology [3]. - It highlights three major end-users in the automotive sector, including Geely, GAC Aion, and Dongfeng Motor Group, indicating a strong interest from leading automotive manufacturers [3][4]. Group 3: Key Companies - Notable companies in the solid-state battery and silicon-based anode space include Guoxuan High-Tech, Funeng Technology, and Wanxiang One Two Three, which are recognized as significant players in the new energy battery market [5][6]. - Emerging companies such as Zhejiang Jinyu New Energy Technology Co., Ltd. are also highlighted as investment choices in the new battery sector [5]. Group 4: Research and Development Focus - Several companies are dedicated to the research and development of solid-state batteries, including Jiangsu Guxin Energy Technology Co., Ltd. and Sichuan Huayi Qing Innovation Material Technology Co., Ltd., focusing on innovative battery materials and technologies [6][9]. - The conference will feature discussions on advanced battery technologies, including the development of high-performance solid-state batteries and the integration of AI in battery design [26][27]. Group 5: Expert Contributions - The event will host numerous experts from academia and industry, including professors and researchers from prestigious institutions, who will share insights on the latest advancements in solid-state battery technology [12][13][20]. - Key topics will include the application of solid-state batteries in low-altitude economies and the development of critical materials for all-solid-state batteries [27][28].

Group 1 - The core viewpoint of the article highlights the expanding applications and market growth of porous carbon materials, driven by advancements in new energy, new materials, and environmental protection strategies, with a projected global market size of $46.1 billion in 2024, reflecting a growth of over 5% year-on-year [1][6][24] - Porous carbon materials possess high specific surface area, electrical conductivity, chemical stability, and adjustable pore structures, making them suitable for energy storage, adsorption, and catalysis [2][10] - The market distribution shows that Asia is the largest consumer of porous carbon, accounting for 40%, followed by North America at approximately 30%, with China, the US, the EU, and Japan being the primary consumption regions [8] Group 2 - The production methods for porous carbon materials include activation, templating, and sol-gel methods, each with its advantages and limitations [4] - The upstream raw materials for porous carbon production are abundant in China, with crude oil production expected to reach 213 million tons and coal production at 4.781 billion tons in 2024, indicating a robust supply chain [12] - In the energy storage sector, porous carbon materials are essential for supercapacitors and lithium-ion batteries, with China expected to have a cumulative installed capacity of 137.9 GW in energy storage projects by the end of 2024, representing 37.1% of the global market [14][17] Group 3 - The downstream applications of porous carbon include energy storage, silicon-carbon anodes, catalysis, and adsorption, with each sector experiencing significant growth and demand [15][19][23] - The silicon-based anode materials are projected to grow significantly, with shipments increasing from 4,000 tons in 2019 to approximately 70,000 tons by 2024, benefiting from the use of porous carbon as a structural framework [19] - The catalyst market in China has seen growth from 39.2 billion yuan in 2018 to 53.24 billion yuan in 2023, with further growth expected to 56.3 billion yuan in 2024, driven by industrial development and new demands [21] Group 4 - The future of the porous carbon industry is expected to accelerate with government support and increased R&D efforts from companies, aiming for low-consumption, low-pollution production processes and high-value-added products [24]

【DT新材料】 获悉，4月24日， 发布公告，2025年第一季度，公司实现营业收入为16.9亿元，同比上升5.83%；归母净利润为-4498.31万 元，同比 大幅下降375.01% ；扣非归母净利润为-8030.16万元元，同比 。 一季度，尽管 储能及动力电池 市场需求维持增长， 但行业 产能集中释放 导致竞争加剧，叠加上游原材料价格波动， 公司主营的锂离子电池产品价格 持续承压。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | | | | (%) | | 营业收入(元) | 1.690.096.309.63 | 1,597,013,711.20 | 5.83% | | 归属于上市公司股东的净利 | -44.983.142.63 | 16, 356, 922. 23 | -375.01% | | 润(元) | | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | -80,301,589.46 | 4.312.520.23 | -1.962.06% | | (元) | | | | | 经营活动产生的现金流量净 | -217 ...

2024年风电叶片销量 ，同比增长10.9%， 全球市占率保持第一 。收入增长主要源于 大兆瓦叶片 技术突破（如全 球最长的147米GW147叶片 及可 回收环氧树脂叶片量产）及海外市场拓展（ 巴西基地 批量交付，筹备海外第二工厂）。但行业价格竞争激烈叠加原材料成本波动，导致毛利率承压。 玻璃纤维及制品业务 | | 2024 年 | 2023 年 | | 本年比 上年増 | 2022 年 | | | --- | --- | --- | --- | --- | --- | --- | | | | | | 漫 | | | | | | 调整前 | 调整后 | 调整后 | 调整前 | 调整后 | | 营业收入 | 23.983.849.999.77 | 25.889.456.590.45 | 25,892,634,285.05 | -7.37% | 25.813.809.327.36 | 25.816.404.520.58 | | (元) | | | | | | | | 归属于上市 公司股东的 净利润 | 891,867,214.26 | 2.224.269.932.32 | 2,223,310,454.87 | - ...

【DT新材料】 获悉，4月23日， 道氏技术 发布公告，2025年第一季度，公司实现营业收入为17.58亿元，同比下降12.17%；归母净利润为4273.36万 元，同比大幅上升206.86%；扣非归母净利润为3576.83万元，同比大幅上升266.60%。 受全球新能源材料市场竞争加剧及下游需求阶段性波动影响。尽管公司 三元前驱体和阴极铜 出货量同比增长（三元前驱体出口1.8万吨，+137%）， 但产品价格受行业供需格局调整承压，导致收入规模收缩58。受益于 金属铜市场价格高位运行 （刚果子公司阴极铜产量19,674吨，+61%）及存货跌 价准备减少，叠加规模化生产摊薄成本，推动毛利率显著改善，支撑净利润高增。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 1,758.117,781.59 | 2.001.701.468.85 | -12.17% | | 归属于上市公司股东的净利 | 43.733.567.84 | 14,252,078.70 | 206.86% | | 润(元) | | | | | 归属于上市公司 ...

【DT新材料】 获悉，4月22日， 欣旺达 发布公告， 终止 公司子公司深圳市欣智旺电子有限公司（以下简称"深圳欣智旺"）及欣旺达动力科技股份有 限公司（以下简称"欣旺达动力"） 的两项共 对外投资项目。 ①终止投资建设"欣智旺智能硬件宁乡综合生产基地项目" 2022年2月23日，深圳欣智旺与与宁乡经开委在宁乡经开委辖区内投资建设宁乡项目，总投资 20亿元 ，分为两期投入，其中项目一期总投资5亿元， 项目二期总投资15亿元。目前，深圳欣智旺已与宁乡经开委解除以上合同关系，该项目 未投入资金 。 ②终止投资建设" 欣旺达30GWh动力电池 生产基地项目（暂定）" 2022年2月28日，欣旺达动力于珠海市政府辖区内投资建设珠海项目。项目计划总投入约 120亿元 。目前，欣旺达动力拟与珠海市政府协商解除以上 合同关系，该项目 前期投入金额较小 ，后续未有资金持续投入。 关于终止这两个项目投资的 原因 ，欣旺达称，由于 市场环境、客户情况变化，项目至今仍未取得实质性进展 ，决定终止以上项目投资。 同日， 欣旺达 发布 2024年年报 ，公司2024实现营业收入560.2亿元，同比上升17.06%；归母净利润为14.6 ...