宁王持续布局换电业务！ 3月17日，宁德时代与蔚来在福建宁德正式签署战略合作协议。双方将通过构建覆盖全系乘用车的换电网络、统一行业技术标准、深化资本与 业务合作，为广大用户提供更高效的能源解决方案，引领新能源汽车产业迈向高质量发展新阶段。 02 资本方面，蔚来能源将获最高25亿战投 资本方面，蔚来与宁德时代将进行资本合作，进一步巩固双方战略合作伙伴关系。据悉， 宁德时代正在推进对蔚来能源不超过25亿元人民币 的战略投资。 蔚来能源（NIO Power）是蔚来汽车旗下专注于新能源汽车补能服务的核心业务板块，通过技术创新与基础设施布局，致力于构建覆盖全场景 的智能能源服务体系。 01 换电业务端，萤火虫将采用巧克力电池 根据协议，双方基于全球汽车产业转型升级趋势，发挥双方在相关领域所拥有的技术、管理、平台、品牌资源等优势，旨在打造全球规模最 大、技术最领先的乘用车换电服务网络。 具体来看，双方将在统一电池标准的基础上，深化换电网络共享，推动换电服务的普及与升级。宁德时代将支持蔚来换电网络的发展，蔚来公 司旗下firefly 萤火虫品牌后续开发的新车型将适时导入宁德时代巧克力换电标准 和网络。 据了解， 萤火虫是蔚 ...

Battery - Qingtao Energy has added three new models to its lineup, all utilizing lithium iron phosphate batteries with capacities ranging from 40-51 kWh [2] - China FAW Group's acquisition of a stake in Lishen (Qingdao) New Energy Co., Ltd. has been approved by the market regulatory authority [3] - Volkswagen China and CATL have reached a cooperation intention in the battery swapping sector, although specific plans are still in the planning stage [4] Materials - A new project for the annual production of 10,000 tons of silicon-based anode materials has commenced in Gansu Province, with a total investment of 1 billion yuan [4] - Ganfeng Lithium has activated its emergency supply channel plan due to a surge in cobalt prices caused by supply disruptions from the Democratic Republic of the Congo [5][6] - Tianji Co. has completed the main construction and equipment installation for its 6,000-ton high-purity lithium fluoride project and is set to begin trial production [7] - Huayou Cobalt's high-nickel ternary precursor project in Indonesia has completed its second phase of mechanical construction [9] Equipment - Aifake has developed a roll-to-roll vacuum deposition system for lithium on metal foils, set to begin sales in May 2025, which enhances lithium material efficiency and offers cost and environmental advantages [10]