4月24日，鹏辉能源连续披露2024年及2025年一季度业绩情况，两段时期公司营收均实现增长。 具体来看， 2024年， 鹏辉能源实现营收79.61亿元，同比增长14.83% ； 净利润-2.52亿元；扣非净利润-3.22亿元。 2025年一季度， 鹏辉能源实现营收16.9亿元， 同比增长5.83% ； 净利润-4498.31万元； 扣非净利润-8030.16万元。 据鹏辉能源2024年年报显示，目前其业绩来源主要为 锂离子电池产品，广泛应用于消费、储能、动力等多个领域。去年锂离子电池营收 73.63亿元，同比增加15.11%，占营收比重为92.50%。 | | | | | | 单位:元 | | --- | --- | --- | --- | --- | --- | | | 2024 年 | | 2023 年 | | 同比增减 | | | 金额 | 占营业收入比重 | 金额 | 占营业收入比重 | | | 营业收入合计 | 7,960,507,262.1 | 100% | 6,932,475,479.7 | 100% | 14. 83% | | | 3 | | 5 | | | | 分行业 | | | | | ...

Core Viewpoint - CATL is set to hold a Super Technology Day event, showcasing advancements in sodium-ion battery technology, which may indicate a significant step in energy storage solutions [1] Group 1: Event Details - The Super Technology Day event is themed "Awakening Boundaries" and is scheduled for the afternoon of April 21 [1] - The event features exhibits related to sodium-ion batteries, including the origin of sodium elements and the first generation of sodium-ion batteries [1] Group 2: Sodium-Ion Battery Performance - The first generation sodium-ion battery demonstrates performance capabilities in extreme temperatures, maintaining 10%-80% state of charge (SOC) at -10 degrees Celsius [1] - At -20 degrees Celsius, the energy retention rate exceeds 80%, with an energy density of at least 160 Wh/kg, comparable to lithium iron phosphate [1] - The display highlights breakthroughs in fast charging and low-temperature performance, referred to as the "capability hexagon" [1]

Core Insights - Sodium-ion battery technology has made significant breakthroughs in recent years, with costs dropping from 0.8 yuan/Wh in 2023 to approximately 0.45 yuan/Wh, while energy density has also improved, leading to an expansion of application scenarios [1][2][5] - Major manufacturers like CATL and Aulton Technology are pushing sodium-ion batteries into mass production for A0/A00 and hybrid models, showcasing notable low-temperature performance advantages [1][3] - In the two-wheeler market, sodium-ion batteries are gradually replacing lead-acid batteries due to their safety and cost competitiveness, with multiple companies expected to launch sodium-ion two-wheelers in 2024 [1][3] - In the energy storage sector, sodium-ion batteries have entered large-scale applications, with the poly-anion route achieving a cycle life of over 8000 times [1][4] Technological Advancements - Significant progress has been made in product technical indicators, with energy density and cycle life showing marked improvements; for instance, CATL's second-generation sodium-ion product has an energy density exceeding 200 Wh/kg [2] - Sodium-ion battery prices have generally fallen to around 0.45 yuan/Wh, approaching the cost of lithium iron phosphate batteries, indicating potential for further cost reductions [2][5] Market Applications - Sodium-ion batteries are beginning to see bulk applications in hybrid and A0/A00 vehicles, with expectations for expanded use in the power sector by 2025 [3] - The two-wheeler market is aligning with new national standards, making sodium-ion batteries a suitable choice for this segment [3] - Sodium-ion batteries are also expected to find applications in starting power sources, commercial vehicles, and engineering machinery due to their excellent discharge performance [3] Energy Storage Potential - The poly-anion route, represented by composite sodium iron phosphate, has enhanced the cycle life of sodium-ion batteries to over 8000 cycles, with significant cost reduction potential [4] - Sodium-ion energy storage has reached the hundred MWh level, and as demonstration projects progress, the potential for expanded usage is anticipated [4]