Core Viewpoint - EVE Energy has returned to growth in its performance, with significant increases in revenue and net profit in the first quarter of the year, driven by strategic shifts towards energy storage and a strong market position in the battery industry [1][2]. Financial Performance - In Q1, EVE Energy achieved revenue of 12.796 billion yuan, a year-on-year increase of 37.34% [1] - The net profit attributable to shareholders was 1.101 billion yuan, up 3.32% year-on-year [1] - The net profit excluding non-recurring items was 818 million yuan, reflecting a 16.60% increase year-on-year [1] Strategic Shifts - The founder and chairman, Liu Jincheng, has focused on energy storage, leading to a significant increase in the company's market share, with energy storage cell shipments ranking second globally [1][8] - Liu anticipates that 2025 will mark the "year of the large cylindrical battery," predicting a demand of 5 GWh for these batteries [1][9] Industry Position and Competition - EVE Energy's market share in the domestic power battery sector reached 4.45% in 2023, ranking fourth nationally, an improvement from the previous year [6] - The company has faced challenges in the competitive landscape dominated by CATL and BYD, with a notable decline in revenue from power batteries in 2024 [7] Growth in Energy Storage - In 2023, EVE Energy's revenue from energy storage batteries was 16.34 billion yuan, accounting for 33.5% of total revenue, and in 2024, this segment grew to 19.027 billion yuan, a 16.44% increase [7][8] - Energy storage battery shipments reached 50.45 GWh in 2024, marking a 91.90% year-on-year increase [8] Future Prospects - EVE Energy is actively exploring new opportunities in various battery technologies, showcasing products at the Shanghai Auto Show, including OMNI batteries and other innovative solutions [8][10]

在动力电池技术不断迭代的背景下，全球主流电池企业纷纷布局大圆柱电芯产线，电芯规格不断扩展、制造工艺不断升级，创新技术的应用正加速推动大圆 柱电池进入产业化的规模量产新阶段。 往 期 回 顾 举办 华冠科技在设备研发过程中提出了 基于速度控制与张力补偿相结合的先进张力控制方法 ，确保收卷张力稳定，有效解决高速卷绕中极片压实度不均、电芯 外形不规则以及性能不稳定等问题。通过分析电芯内应力变化规律，华冠科技技术团队精准确定了最优的 收卷张力控制方案 ，进一步保障了电芯产品的稳 定性和一致性。 此外，华冠科技技术团队深入研究 高速状态下的极片纠偏内在机理 ，成功构建了高速卷绕的纠偏控制模型，揭示了纠偏机构瞬态位移响应的关键影响因 素，有效指导了设备设计优化与技术改进，进一步提升了设备在高速生产状态下的纠偏精度与可靠性。 华冠智造， 为全球大圆柱提速赋能 截至目前， 华冠科技 已为韩国多家头部电池企业成功交付锂电池中段智能装备 ，并积累了丰富的韩国市场服务经验与交付能力，助推大圆柱电池产业化进 程提速。 2 面向未来，华冠科技将持续践行"让制造更精妙"的企业使命，以更先进、更稳定、更高效的技术解决方案，助力全球客户抢占 ...

Core Viewpoint - The article highlights the significant growth of China's lithium battery market, which has increased its market share from less than 70% at the beginning of 2024 to over 80% currently, driven by domestic demand in the electric vehicle sector [2][3]. Group 1 - The Chinese market has contributed the majority of the global growth in the new energy vehicle market in 2024, leading to a notable year-on-year increase in lithium battery demand [3]. - Overseas demand remains weak, with only specific companies like Tesla and Renault showing some growth potential, while production plans from European and American battery manufacturers have been adjusted downward [3]. - There is still room for improvement in the penetration rate of Chinese manufacturers in the global market [3]. Group 2 - The article mentions various reports and research services offered by the company, focusing on solid-state batteries, fast-charging batteries, and other battery-related markets from 2024 to 2028 [4][5]. - The company provides insights into trends and competitive strategies for various battery materials and recycling processes, indicating a comprehensive approach to industry research [5].

LG新能源46系圆柱电池再次拿下订单！ 近日，据外网消息显示，LG新能源签署了一项新的合同，将在美国供应46 系列圆柱形电池。 据LG新能源首席执行官兼总裁金东明透露， 该合同由美国亚利桑那州的公司签署，是多年期 的合作，将提供46系列圆柱形电池，年供应量10GWh以上。但具体客户和合同金额并未透 露。 金东明表示，该合作客户并不是一直使用大量圆柱形电池的公司，而是一家传统汽车制造商。 除此以外，公司还与其他客户在进行此类订单的洽谈，不久后将公布好消息。 据起点锂电了解，LG新能源46系电池目前有三个型号，包括4680、4695、46120。与2170电 池相比，该系列电池能量与输出至少提升五倍。 消息显示，4680电池将供应给特斯拉 Model Y 与 Cybertruck 车系，其位于美国德州的工厂今 年将开始量产4680电池。 不仅如此，LG新能源4695电池也已获得相关订单。2024年11月，LG新能源与美国电动汽车制 造商Rivian达成合作协议，LG新能源将在5年多时间内，为Rivian提供4695圆柱电池，总计 67GWh。这些电池也将在亚利桑那州工厂生产，并将用于Rivian的R2电动SUV。 ...

Core Viewpoint - Chinese ternary materials are expected to see significant global market expansion through Korean companies between 2025 and 2027, particularly in the North American market [1][2]. Group 1: Recent Developments - Korean battery manufacturers have recently signed orders with Chinese ternary material companies, indicating a growing collaboration in the industry [2]. - On March 10, 2023, Dangsheng Technology announced a long-term supply agreement with LG Energy Solution (LGES) to supply 110,000 tons of high-nickel and medium-nickel high-voltage multi-element positive electrode materials from 2025 to 2027, with a contract value of approximately 14 billion yuan [2]. - This agreement is expected to deepen Dangsheng Technology's integration into the supply chains of major automotive companies like Tesla, General Motors, and Volkswagen [3]. Group 2: Market Dynamics - The global power battery market is undergoing structural adjustments, with ternary materials facing dual pressures. The installation volume of lithium iron phosphate batteries is continuously increasing, projected to reach 29 GWh by January 2025, a year-on-year growth of 34% [4]. - Major international automakers are increasingly opting for square lithium iron phosphate batteries for their electric vehicles, which is squeezing the market space for ternary materials in mid-to-low-end models [4]. - The U.S. has imposed tariffs on the Chinese battery supply chain, with comprehensive tariffs on lithium batteries reaching 48.4%, which is pushing Korean battery companies to accelerate their market share in the U.S. [4]. Group 3: Future Opportunities - Chinese ternary material companies are positioned to benefit from the increased market share of Korean companies in the U.S. through indirect access via LGES and SK On [5]. - Despite current operational pressures, high-nickel ternary materials remain essential for long-range electric vehicles and new technologies like solid-state batteries [5]. - LGES has secured a five-year battery supply agreement with U.S. electric vehicle manufacturer Rivian, providing 4,695 cylindrical batteries specifically for Rivian's R2 model [5]. Group 4: Production Capacity Expansion - Dangsheng Technology's joint venture in Finland plans a total capacity of 500,000 tons, including 200,000 tons of high-nickel multi-element materials and 300,000 tons of lithium iron phosphate, with the first phase of 60,000 tons of high-nickel production expected to commence in 2026 [5]. - Rongbai Technology has established multiple production bases globally, including a 20,000 tons/year positive electrode material and a 6,000 tons/year precursor capacity in South Korea, with further expansions planned [6]. - Rongbai Technology has completed the registration of its North American subsidiary and is advancing site selection for a factory in the North American region [7].

Core Viewpoint - The article highlights the recent developments in the supply contracts for lithium battery cathode materials, particularly focusing on the partnership between Changsheng Technology and SK On, which is expected to enhance revenue and market position for Changsheng Technology in the high-nickel and medium-nickel cathode materials sector [2]. Group 1: Supply Contracts and Revenue Impact - Changsheng Technology signed a supply contract with SK On to deliver 17,000 tons of various lithium battery cathode materials from 2025 to 2027, with potential additional negotiations for 110,000 tons from 2026 to 2028 [2]. - The revenue impact from this contract is projected to exceed 1.7 billion yuan, based on current prices for high and medium nickel ternary cathode materials [2]. - The partnership is a renewal of previous contracts, with SK On's contribution to Changsheng Technology's revenue decreasing over the past three years, but the new orders are expected to increase this contribution [2]. Group 2: Market Dynamics of Cathode Materials - The market share of ternary cathode materials has been pressured by lithium iron phosphate (LFP) cathode materials, with the installation ratio of ternary batteries to LFP batteries shifting from 4:6 to 2:8 from 2023 to early 2024 [3]. - The slowdown in demand for ternary materials is attributed to a shift in the market towards mid-to-low-end electric vehicles and the growth of the energy storage market, which predominantly uses LFP materials [3]. - Despite the slowdown, ternary cathode materials maintain a stronger price position compared to LFP materials due to higher technical barriers and a more diversified international customer base [3]. Group 3: Future Growth Potential - The future growth of ternary cathode materials largely depends on the expansion of downstream applications, particularly in high-energy density and high-performance sectors such as VR/AR devices, humanoid robots, and aerospace applications [5]. - Emerging battery technologies, including solid-state and semi-solid-state batteries, are favoring high-nickel ternary materials, indicating potential growth in these new applications [5]. - Although these applications are still in the developmental stage, their maturation and market adoption could lead to increased demand for ternary cathode materials [5].

倒计时6天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 根据销售数据来看，2021年和2022年，中瑞股份4680锂电池结构件的销售金额分别为64.63万 元、636.95万元，占比分别为0.11%和0.9%。 近日，电池精密结构件上市公司中瑞股份发布公告，该公司于2024年6月审议通过投资建设大 圆柱系列新型锂电池精密结构件项目的议案。近日，该公司完成土地权属登记手续，取得江苏 常州市自然资源和规划局出具的《不动产权证书》。 中瑞股份表示，此次取得土地使用权证书，可以满足大圆柱系列新型锂电池精密金属结构件项 目对经营场地的需求，为公司未来的经营发展提供了必要的保障，将有利于该公司的长远发 展。 2024年5月，中瑞股份发布公告，公司拟使用不超过12亿元人民币自有资金或者自筹资金在江 苏省常州市武进区投资建设大圆柱系列新型锂电池精密结构件项目。 中瑞股份表示，此次投建项目是为更好适应行业发展和下游市场需求 ...

倒计时11天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 资料显示，云山动力前身云山工业创立自2021年，自成立起就开始专注46系列大圆柱电池的结 构件开发；云山动力于2023年成立，专注于大圆柱电池的研发、生产、销售，覆盖面向乘用车 的高能量密度大圆柱动力电池的量产技术，以及面向储能市场的大圆柱钠电池产品生产能力， 并于2023年开始大圆柱超充电池的研发与试生产。 又一大圆柱电池项目传来新进展！ 日前， 宁波市首条大圆柱超充磁悬浮生产线已进入投产运转状态。 项目由云山动力（宁波）有限公司自主投建，一期项目年产能为1.5GWh，于2024年4月启动， 今年1月通线产品正式下线。 据此前消息显示，该项目产品为46系列大圆柱全极耳超充电池，产线创新型的采用全自动磁悬 浮高速激光焊接组装线、超高压注液线，极大提高生产效率，并且能够保证各个生产环节的高 速、高精度、高稳定性和高一致性。 云山动力工程总监马宝秋介绍 ...

近期，宁德时代宣布，从2026年开始，将陆续在全球和中国市场为宝马"新世代"车型架构的纯 电车型供应圆柱电池，再度将大众的视线聚焦到大圆柱电池上。 海外市场，历经4年坎坷，特斯拉率先推出的4680大圆柱电池推进全面量产。 9月中旬，特斯拉宣布，其所有工厂已生产出第1亿块4680电池，此时距其宣布第5000万颗下线 仅过了3个多月。虽然这并非其2020所宣称的"完整"版的4680电池。但最新消息是，特斯拉正 在开发四种干法正极4680电池变体，预计将于2026年推出。 在特斯拉的带动下，2024年全球动力电池行业正在加速步入大圆柱电池全面量产的"大战"阶 段。 小圆柱的18650电池容量已经达到3.5Ah，21700电池容量也已经达到5.8Ah，高容量方向已经 触碰到天花板。在此背景下，电池企业大举向高倍率方向挺进，开辟小圆柱电池全极耳新赛 道。 2024年1-9月全球圆柱锂电池外壳型号占比 传统的单极耳设计只能沿着集流体的长度方向传输电荷，传导距离长导致内阻较大，而全极耳 设计的电流传输最大距离是电极的高度而非长度，电极高度通常是电极长度的5%—20%，因此 电阻相较单极耳减少了5-20倍，从而提高了传输效率 ...

下游新能源汽车和储能市场发展日益成熟，对锂离子电池性能要求逐步提高，推动锂离子电池技 术向高能量密度、高安全性更新迭代升级。导电剂作为锂电池的组成材料，锂电池的更新迭代对 导电剂性能也提出了更高的要求。碳纳米管是由单层或多层的石墨烯层围绕中心轴按一定的螺旋 角卷曲而成一维量子材料，作为新型导电剂，具有导电性强的优异功能，比传统导电剂（如炭 黑、导电石墨等）能更好地提高正极活性物质的导电性，能够提升电池能量密度，提升电池循环 寿命。碳纳米管的长径比、碳纯度作为影响导电性的两个核心指标，直接决定了碳纳米管的产品 性能，碳纳米管管径越细，长度越长，导电性能越好。 碳纳米管根据石墨烯层数差异可以分为单壁碳纳米管和多壁碳纳米管。 单壁碳纳米管优势体现为： 5）弹性好、机械性能高：单壁碳纳米管具有更强的柔韧性，能够更好的弯曲、扭曲或扭结，其 弹性模量和抗拉强度显著优于多壁碳纳米管。 6）导热性好：单壁碳纳米管的单位质量导热系数高于多壁碳纳米管，同时二者都能够承受 750°C以上的高温。 单壁碳纳米管大规模化量产目前还存在以下难点： ①产品性能难以精准调控：单壁碳纳米管的性能与其直径和手性密切相关。大部分样品是由多种 具有 ...