Core Viewpoint - CATL is gradually reducing its upstream investments but remains a key partner for upstream material manufacturers seeking transformation, as evidenced by its recent collaboration with BHP to electrify mining operations through a comprehensive solution [1][3]. Group 1: Collaboration with BHP - CATL and BHP have signed an agreement to collaborate in areas such as fast-charging infrastructure, electrification of mining equipment, energy storage, and battery recycling [1][3]. - BHP aims for net-zero greenhouse gas emissions by 2050, recognizing CATL's leading technology in energy storage and batteries as a significant advantage for their partnership [2][3]. Group 2: Energy Storage Business - CATL has secured numerous energy storage orders this year, including a record 3GW/24GWh project in collaboration with Quinbrook in Australia, and a total of 45GWh in energy storage-related orders by early July [5][6]. - The EnerQB product developed with Quinbrook can operate for 8 hours, showcasing the successful R&D collaboration between the two companies [5]. - CATL is also involved in the 500MW/2000MWh Collie storage project in Australia, supplying over 600 EnerC Plus storage systems [5]. Group 3: Battery Business with Automotive Manufacturers - CATL is expanding its battery business, with a new factory in Indonesia set to reach a capacity of 15GWh by 2026, involving mining, smelting, battery manufacturing, and material recycling [8][9]. - A domestic factory in Shandong has begun shipping energy storage batteries to North America, with a planned capacity of 160GWh [8][9]. - CATL has strengthened partnerships with several automotive manufacturers, including Geely, Dongfeng Nissan, Honda, and Mazda, focusing on battery technology collaboration and supply chain integration [10]. Group 4: Order Growth - 2023 has seen a surge in orders for CATL, with significant contracts from companies like DHL, Masdar, and others, indicating strong market demand and the potential for substantial future revenue growth [10].

Core Viewpoint - The article discusses the growing importance of battery recycling in the lithium battery industry, highlighting the strategic moves of companies like XINWANDA to establish a foothold in this emerging market [3][4][6]. Group 1: Event Information - The 2025 Fifth Start Point Two-Wheeled Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 11, 2025, at the Shenzhen Baoan Dingshi International Hotel [2]. - The event is sponsored by various companies in the battery and electric vehicle sectors, including XINWANDA, Yadi Technology Group, and others [2]. Group 2: Company Developments - XINWANDA has established a new subsidiary, Jiangxi Xinsenyuan Recycling Technology Co., Ltd., focusing on battery recycling and related services, with a registered capital of 10 million yuan [3]. - The company is expanding its recycling business to capitalize on the growing demand for lithium and cobalt resource recycling, driven by new regulations such as the EU Battery Regulation [4][6]. Group 3: Market Trends - The battery recycling market is becoming a key competitive arena for global lithium battery companies, with major players like CATL and EVE Energy also entering this space [4][6]. - As of June 2023, EVE Energy has established 246 battery recycling network points globally, indicating a significant push towards building a comprehensive recycling infrastructure [3][4]. Group 4: Financial Performance - In 2024, XINWANDA's total shipment of power batteries reached 25.29 GWh, a year-on-year increase of 116.89%, with revenue from this segment amounting to 15.139 billion yuan, up 40.24% [6]. - The company is also seeking to enhance its competitiveness in overseas markets by accelerating the construction of projects in Vietnam, Hungary, and Thailand [6][8]. Group 5: Strategic Shifts - XINWANDA is shifting its investment focus, as evidenced by its recent application for an IPO on the Hong Kong Stock Exchange, aiming to become the third domestic power battery company to pursue an "A+H" listing [4][5]. - The company is facing increased competition in both the consumer and power battery markets, with rivals like EVE Energy and CATL ramping up their production capacities [7][8].

Group 1 - The fifth "Two-Wheeled Vehicle Battery Swap Conference" and "Lightweight Power Battery Technology Summit Forum" will be held on July 10-11, 2025, in Shenzhen [1] - Ningde Times led a new financing round for Galaxy General, raising 1.1 billion RMB, with total financing exceeding 2.4 billion RMB over two years [3] - Zhuhai Guanyu has been designated as a supplier for Dongfeng Nissan to develop and supply low-voltage lithium batteries [4] Group 2 - EVE Energy announced an investment of up to 8.654 billion RMB to build a new energy storage battery project in Malaysia [5] - Guoxuan High-Tech is advancing its 30GWh battery project, with a 10GWh new energy heavy truck cell project expected to begin trial production in October [7] - Yichang Chuangneng has successfully launched its first batch of stacked battery products, achieving a breakthrough in "offline delivery" [8] Group 3 - Funeng Technology plans to deliver small batches of its 60Ah sulfide all-solid-state batteries by the end of 2025, with energy density reaching 400-500 Wh/kg [9] - Ganfeng Lithium's new battery research institute and Pack integration project is set to begin trial production in July [10] - Huyuan Lithium Innovation has delivered high-performance solid-state batteries for drones, with energy density ranging from 320-600 Wh/kg [11] Group 4 - Changhong Sanjie has officially launched its fourth-phase battery project in Jiangsu, with a production capacity exceeding 600 million units annually [12] - Zhongxin Innovation has signed a contract for its fourth-phase battery and energy storage system project in Wuhan, with an expected annual output value exceeding 10 billion RMB [14] - Kedali plans to invest up to 50 million euros in Hungary for a precision component project related to power batteries [17] Group 5 - Sanmei Co. announced a delay in its 50,000 tons/year lithium hexafluorophosphate project, with completion now expected by June 2027 [18] - Guizhou's 450,000 tons/year lithium iron phosphate precursor project has passed environmental impact assessment [19] - Dingsheng Technology has developed multiple electrolyte products that have been certified by leading battery manufacturers [20] Group 6 - Cangge Mining has received approval for a 4.5 billion RMB lithium carbonate project in Tibet, with an estimated annual production of 50,000 tons [21] - The cobalt export ban in the Democratic Republic of Congo has been extended for three months, potentially tightening supply and increasing prices [22] - Jiangsu Aoke Chemical is planning to expand its production capacity for high-end fine chemical materials, including battery-grade solvents [23] Group 7 - A public notice has been issued for a 10,000 tons/year lithium-ion battery precursor project in Sichuan [24] - The global lithium battery equipment market is projected to reach 79.2 billion RMB in 2024, with a 26.2% year-on-year decline [26] - By 2027, the global lithium battery equipment market is expected to grow to 141.9 billion RMB [27] Group 8 - Xianlead Intelligent has completed the delivery of core equipment for solid-state batteries, marking a significant milestone in its supply chain [28] - Liqi Intelligent's IPO has been accepted, aiming to raise 1.008 billion RMB for automation and R&D projects [29] - Tianjin Teda and Guangdong Bangpu have established a battery recycling company, focusing on the recycling and reuse of used batteries [31] Group 9 - A lithium battery recycling project in Heilongjiang has been publicly announced, with a total investment of 120 million RMB [32] - A new battery recycling project in Jiangsu aims to process over 6,000 tons of battery materials annually [33] - A 25,000 tons/year battery recycling project has been approved in Fujian, with a total investment of 220 million RMB [34] Group 10 - Tesla has signed an agreement to invest approximately 4 billion RMB in a GWh-level energy storage project in Shanghai [37] - Changan Automobile has changed its name to "Chen Zhi Automotive Technology Group" [38] - Seres has secured 5 billion RMB in strategic investments from major financial institutions and industry funds [39]

Core Viewpoint - The memorandum of understanding between Jin Jing New Energy and EVE Energy aims to enhance collaboration in battery recycling and sustainable practices, positioning both companies as leaders in the global renewable energy market [1][2] Group 1: Collaboration Areas - The companies will jointly build a low-cost and efficient recycling service network, integrating quality resources within the industry to develop a global battery recycling business [1] - They will expand the secondary material resource pool by leveraging existing resources and partnerships, aligning with global green supply chain management requirements [1] - The partnership will utilize digital technology for the lifecycle management and traceability of secondary materials [1] - Both companies will collaborate on battery recycling technologies, sharing or co-developing more efficient and environmentally friendly recycling methods [1] - They will work together on the development and application of cascade battery technology to support the electrification transformation in Hong Kong [1] Group 2: Strategic Implications - The collaboration is expected to optimize the battery recycling business and develop innovative cooperation models, aiming to create efficient and effective battery material recycling and green logistics solutions on a global scale [2] - This partnership aligns with the company's strategic development goals and reinforces its position as a leader in the global renewable energy market [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ENVISION GREENWISE HOLDINGS LIMITED 晉景新能控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：1783） 自願性公告 有關 與惠州億緯鋰能股份有限公司 簽署合作諒解備忘錄之 業務更新資料 本公司從事逆向供應鏈管理及綠色能源解決方案業務。 億緯鋰能為一間在中華人民共和國成立的有限公司，其股份於深圳證券交易所上市（股票 代碼：300014）。億緯鋰能主要從事消費電池、動力電池及儲能電池的研發、生產及銷售。 億緯鋰能致力於「以全場景鋰電池方案，加速萬物互聯」，構建起從材料至系統的全體系 研發平台。 訂立備忘錄的理由及裨益 本公告乃由晉景新能控股有限公司（「本公司」）自願作出，以知會其股東及潛在投資者有 關本公司之最新發展。 諒解備忘錄 於2025年3月25日，本公司與惠州億緯鋰能股份有限公司（「億緯鋰能」）（統稱「雙方」）訂立 一份諒解備忘錄（「備忘錄」）。根據備 ...

Core Viewpoint - The article highlights LG Energy Solution's strategic moves to strengthen its position in the battery market, particularly in response to the declining influence of Japanese and Korean competitors, with a focus on new product development and market expansion in China and Europe [2][4]. Group 1: Product Development and Innovations - LG Energy Solution has secured a significant contract with Chery for an 8GWh supply of large cylindrical batteries, showcasing its new 46 series cylindrical batteries that offer at least five times the energy and output compared to existing 2170 cylindrical batteries [3]. - The company is also introducing a battery pack solution called CAS (Cell Array Structure) technology, which enhances cooling efficiency and thermal runaway protection, while improving structural rigidity [3]. - LG Energy Solution plans to launch lithium-sulfur all-solid-state batteries and dry electrode pilot production lines this year [9]. Group 2: Market Expansion and Partnerships - In Europe, LG Energy Solution has formed a joint venture with the French recycling company Derichebourg to establish a battery recycling facility, aiming to process over 20,000 tons of waste batteries annually by 2027 [5]. - In China, LG Energy Solution has partnered with Huayou Cobalt to develop lithium battery recycling projects, establishing pre-treatment and recycling metallurgy companies in Nanjing and Quzhou [6]. - The company is also collaborating with General Motors to develop manganese-rich batteries, which are expected to have lower costs and higher energy density compared to existing lithium iron phosphate batteries [6]. Group 3: Strategic Adjustments - LG Energy Solution has decided to withdraw from a significant investment project in Indonesia, valued at over 60 billion RMB, to focus on developing lithium iron phosphate and solid-state battery businesses [6][7]. - The company has accelerated its plans to start lithium iron phosphate battery production from 2026 to 2025, indicating a strategic shift in response to market demands [8]. - LG Energy Solution is increasing its investments in China, including a recent $530 million investment in a power battery project, and has established its Chinese headquarters in Nanjing to oversee various operations [13][14].

70GWh！吉利旗下电池公司官宣产能规划 5月29日，吉曜通行在全球生态日上正式发布品牌全新英文标识 ——吉曜通行ENERGEE ，发布 "金砖电芯超强混动系列"产品，未来其将搭载 在吉利集团旗下品牌车型中。同时宣布，预计到2027年形成70GWh产能规模。 生态日现场，吉曜通行还展示出 "8针同刺、坦克碾压、真弹贯穿"等军工级安全的极限测试，再次印证吉曜通行以安全为核心的底层逻辑。 亿纬锂能又下50亿订单 6 月 2 日龙蟠科技公告称 旗下公司 锂源与 亿纬锂能马来西亚公司 签署协议，预计自 2026 至 2030 年间向 亿纬马来西亚公司发货 15.2 万 吨磷酸铁锂正极材料，金额预计超 50 亿元。 亿纬马来西亚工厂 主要生产制造圆柱电池 ，用于两轮车和电动工具领域， 投资约 30 亿人民币，今年 2 月开始投产运营 ，并且刚建好就迎来 大单： 与美洲某集团签署协议达成长期购销关系。 瑞浦兰钧斩获电池大单 据瑞浦兰钧 6 月 4 日消息， 5 月 29 日，瑞浦兰钧与印度尼西亚 Bakrie & Brothers 集团正式签署商用车电池系统战略合作备忘录，共同推 动绿色能源在印度尼西亚市场的应用与普及， ...

文 | 张冰冰 编辑 | 阿至 2023年8月开始生效的欧盟《新电池法案》规定，生产者要承担废电池回收责任，包括建立回收网络并支付处理费用。2031年底前钴、镍等关键金属的回 收率需达到95%，锂回收率需达80%。而目前国内头部电池回收企业普遍已经实现镍钴金属回收率95%以上，锂综合回收率90%以上。 林晓总结，与新能源汽车、电池等行业产品出口不同，电池回收企业出海本质上是服务出口，从而保障"新三样"的产品出口。 「博萃循环」LFP多组分回收线 36氪获悉，苏州博萃循环科技有限公司（以下简称「博萃循环」）近日宣布B轮融资新增数千万元投资，新增B轮投资方为太平科创基金，此前博萃循环 已完成近亿元B轮领投方的交割，截至目前B轮已累计完成过亿元融资。资金将用于产品研发，以及海外项目合作。 「博萃循环」成立于2019年5月，从预处理、金属提取、分离纯化、材料再生等环节，提供电池关键材料循环利用的全套解决方案。创始人林晓曾经为中 国科学院过程所研究成员，研究方向为关键金属分离和电池材料绿色制造等，并获国家技术发明奖。 目前「博萃循环」已在亚太、欧洲、北美、中东等十余个国家开展业务，为十余家能源领域的世界500强、国内外 ...

Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on May 23, 2025, via an online platform [4] - Participants included the company's chairman, general manager, board secretary, and financial officer [5] Group 2: Key Questions and Responses - **Question 1**: Inquiry about the commercialization progress of the new patent for "waste battery non-discharge crushing equipment" **Response**: The company has not yet implemented the commercialization of this technology, focusing instead on polymer material environmental additives [5] - **Question 2**: Measures taken to enhance corporate governance and internal control in the past year **Response**: The company has optimized governance structure and internal controls, improving decision-making efficiency and information disclosure quality [6] - **Question 3**: How the company ensures timely and transparent communication with investors **Response**: The company utilizes earnings briefings and maintains investor hotlines and email contacts to ensure accurate information dissemination [7] - **Question 4**: Plans for financing to support future expansion, particularly in new environmental additive production projects **Response**: The company has completed the main construction of the new project and currently has no financing plans for it [8]

Group 1 - Fudi Technology's SPS battery pack has successfully passed the stringent C-NCAP vehicle-level scraping safety test, highlighting its high safety performance and strong technical foundation [2] - Panasonic has postponed its plan to build a third battery factory in the U.S. due to a slowdown in global electric vehicle demand, focusing instead on the production of its second factory in Kansas [3] - CATL announced the launch of a new generation of battery swapping products and aims to achieve a 50% penetration rate for electric heavy trucks within three years [4] Group 2 - A 35GWh battery project has officially commenced construction in Jiangmen, marking a new phase for the Jiahang New Energy Industrial Park [5] - Xiaomi has increased its investment in the battery supply chain by raising the registered capital of Hefei Yinshi New Materials Technology Co., indicating a strategic move in the battery industry [6] - BYD has secured a 3.5GWh energy storage order from Grenergy for a project in northern Chile, which is one of the largest electrochemical storage projects globally [7] Group 3 - Dalian Zhongbi has completed the construction of a high-performance lithium-ion battery production line, which is expected to enhance market competitiveness with a 15% increase in energy density and a 10% reduction in battery costs [8] - Dongguan Longtaitong Technology's IPO review has been terminated by the Shenzhen Stock Exchange, impacting its plans for public listing [9] - Hunan Youneng is advancing its lithium battery cathode material project in Spain, with strong interest from domestic and international clients [11] Group 4 - Ruizhi New Energy showcased two innovative series of membrane products, focusing on high safety and energy density solutions for various battery applications [12] - Enjie Co. launched two new membrane products aimed at enhancing lithium battery performance, contributing to industry innovation [13] - Tianqi Technology has signed an agreement with Shenzhen Xinjie Energy to collaborate on the development of solid-state lithium metal anode materials [14] Group 5 - CATL and Honda have signed a memorandum to deepen cooperation in the development of lithium iron phosphate batteries and integrated technologies [15] - Chuangneng New Energy has signed a strategic cooperation agreement with Jiangsu Ruidefeng, committing to purchase approximately 30 billion yuan worth of structural components over the next five years [17] - Haimeixing has established subsidiaries in Hungary and Switzerland, securing a 4 billion yuan order for solid-state battery equipment [18] Group 6 - Xian Dao Technology Group has established its headquarters in Shanghai Lingang, investing 5 billion yuan in a project focused on integrated circuit core components [19] - Tianqi Co. is enhancing its battery recycling business through a partnership with Qingdao Huatie New Energy [21] - A lithium battery recycling industrial park project has been signed in Lianyungang, aiming to process 100,000 tons of retired batteries annually [22] Group 7 - Baosike has launched a 3.2 billion yuan project for high-value utilization of power batteries in Jiangsu, targeting the processing of 300,000 tons of retired batteries annually [23] - BYD plans to produce the new urban electric vehicle "Haiou" in Hungary by the end of the year, marking a significant step for Chinese automakers in Europe [25] - XPeng Motors reported a revenue of 15.81 billion yuan for Q1 2025, a year-on-year increase of 141.5%, with a significant reduction in net losses [29]