Core Viewpoint - China is set to revise its electric vehicle (EV) battery safety standards, making them stricter than current regulations, which may benefit domestic manufacturers in international markets if the new standards are recognized as globally superior [1][3][5]. Group 1: New Standards and Implications - The new standards, effective from July next year, require that battery cells do not explode or catch fire within two hours after an anomaly occurs, a significant tightening from the previous requirement of a five-minute warning after thermal runaway [1][3]. - Major companies like CATL and BYD have already adapted their products to meet the new standards, while smaller firms may face challenges that could lead to their exit from the market [1][3][6]. - The revision marks the first change in five years and reflects China's ambition to dominate the global EV battery sector [3][6]. Group 2: Testing and Compliance - The new testing methods include both traditional external heating and new internal heating tests to provoke thermal runaway, making compliance more challenging for manufacturers [3][4]. - Companies must demonstrate that their products meet these new standards through rigorous testing, which may increase operational costs significantly [4][6]. Group 3: Market Dynamics and Competition - The global market share of Chinese battery manufacturers, including CATL, is currently at 38.7%, closely competing with South Korean firms at 39.7% [4]. - Frequent EV fire incidents, particularly involving batteries from Chinese manufacturers, could undermine consumer trust in "Made in China" products, potentially affecting market share [4][6]. - The new standards aim to address safety concerns and promote the adoption of EVs among consumers who are skeptical about their safety [4][5]. Group 4: Future Outlook - The development of solid-state batteries is seen as a competitive frontier among Chinese, Japanese, and South Korean firms, with expectations for these batteries to be integrated into EVs by around 2030 [6]. - The implementation of stricter standards may lead to a reduction in production capacity among smaller battery manufacturers, with estimates suggesting a 30% decrease by 2027 due to high compliance costs [6].

固态电池因兼具高能量密度与本质安全特性，被视为突破锂电技术瓶颈的未来路径。然而受制于正负极材料研发、固固界面接触、量产工艺及成本等问题， 产业化及商业落地进程始终受阻。 文 | 张冰冰 编辑 | 阿至 6月27日，纯锂新能源发布第一代全固态电池产品，并启动"北京亦庄两轮电动车换电工程示范项目"，公布了其在固态电池量产、应用落地等方面的进展。 "我们第一代纯锂新能源全固态电池产品具备了真安全、成本可控、更环保、长寿命等特点。"纯锂新能源CEO杨帆在发布会现场介绍道，其中，纯锂新能源 电动自行车固态电池在全固态前提下，能做到额定容量30Ah、续航超过80km、循环寿命大于2000次，同时通过高温过充、针刺、剪切不起火不爆炸等安全 性测试。 纯锂新能源产品发布会现场 纯锂新能源电动车全固态电池 本次发布会中启动的"北京亦庄两轮电动车换电工程示范项目"将开展全固态电池在商超配送电动自行车换电领域的试点应用创新，选择封闭的商超配送场景 作为试点，投入1500个全固态电池、1000台合规车辆、100个安全换电柜体、1个试点数据采集管理及运营平台。 商超配送场景有大量日常配送需求，项目将为驻店配送骑手提供"合规整车、固态电 ...

Core Viewpoint - The suspension of 3C certification for multiple battery products from Amperes (Wuxi) Co., Ltd. has raised significant concerns regarding quality control in the battery and mobile power supply industry, affecting well-known brands and leading to a potential reshuffle in the market [1][2] Group 1: Impact of Certification Suspension - The suspension of 3C certification affects various brands, including Romoss, Anker Innovation, Baseus, and Ugreen, with over one million products involved in recalls [1] - The suspension means that affected products cannot be produced, sold, or imported until certification is restored, highlighting the industry's focus on product quality management [1] Group 2: Market Opportunities for Far East Holdings - Far East Holdings (600869) is positioned to capitalize on the market changes due to its strong technical foundation, comprehensive industry layout, and excellent market insight [1] - The company is introducing its FEB power bank, which incorporates multiple safety features during charging and discharging processes, ensuring a secure and stable output [1] Group 3: Technological Innovations - Far East Holdings is focusing on technological innovation, accelerating the research and development of solid-state batteries and sodium-ion batteries [2] - The company aims to achieve breakthroughs in energy density and cost reduction through a dual approach of industry-academia-research collaboration and independent research [2] - With a full industry chain from cell to battery to power bank, the company is well-positioned to enter the billion-dollar battery replacement market [2]

Core Viewpoints - EVE Energy is advancing its battery technology across various applications, including electric vehicles, medical devices, and energy storage, with a focus on enhancing performance, safety, and sustainability. Group 1: Battery Technology Advancements - EVE's LMX battery technology is set to accelerate the electrification of heavy-duty trucks, offering significant advantages in range (≥ 500 km), low-temperature performance (operational at ≤ -20 ℃), and safety [1] - The company has accumulated over 20 years of experience in cylindrical battery technology, with 2,702 patents and a projected shipment of 1.2 billion units of its flagship 18650 battery in 2024 [1] - EVE's cylindrical batteries boast three core competitive advantages: standardization, zero expansion, and high strength, with strength improved by 560% compared to traditional aluminum shell square batteries [1] Group 2: Performance Metrics - EVE's cylindrical batteries achieve a 6C fast charge capability, with power output increased to 100C, and can operate in a temperature range of -35 to 80 ℃, with a cycle life of 6,000 to 8,000 times [1] - The company is targeting a 300 GWh production capacity, with expectations for market share to continue increasing [2] - EVE's LMX2.0 cell has achieved an energy density of 215 Wh/kg, a 5% improvement over the first generation and a 13% improvement over LFP batteries [3] Group 3: Medical Device Applications - EVE's lithium batteries for medical devices have a lifespan of 5 years, reducing treatment costs by 50% for imported devices, and a new generation of batteries with titanium metal packaging can last up to 20 years [2] - The company's AED device batteries can achieve millisecond-level high energy discharge, with a standby life of over 10 years and a self-discharge rate of less than 1% at room temperature [2] Group 4: Solid-State Battery Development - EVE aims to launch its first generation of solid-state batteries in 2026, achieving 350 Wh/kg energy density and over 1,000 cycles, with a second generation targeting 1,000 Wh/L by 2028 [4] - The company is optimistic about solid-state battery technology, focusing on safety and performance improvements through innovative material designs [4] Group 5: Battery Recycling Initiatives - By 2030, an estimated 400 GWh of power batteries will be retired, with a compound annual growth rate (CAGR) of 45% from 2026 to 2030, allowing for the extraction of significant amounts of nickel sulfate, cobalt sulfate, and lithium carbonate [5] - EVE is developing a battery recycling platform with a recovery rate of over 96% and plans to integrate online and offline recycling methods [5] Group 6: Future Outlook - EVE anticipates significant developments in 2026, including the mass production of large square batteries exceeding 60 GWh and the delivery of over 10 GWh of large cylindrical batteries [6] - The company is also exploring opportunities for overseas projects and cautious about the potential for a Hong Kong listing to support funding needs [2]

智通财经6月18日电，国轩高科在互动平台表示，公司首条全固态中试线已正式贯通，金石全固态电池 PACK系统已完成初步开发应用工作，并开启装车路测。 国轩高科：金石全固态电池PACK系统已开启装车路测 ...

Core Insights - Guan Yu Group has made significant progress in the field of new energy by establishing a fully inert gas-protected all-solid-state lithium battery experimental line, enhancing its independent R&D capabilities in this area [1] - The company has successfully applied oxide solid electrolyte materials in consumer battery products, improving safety performance and low-temperature discharge capabilities [1] - In the power battery sector, Guan Yu Group's "quasi-solid-state power lithium battery" project has passed expert review, achieving breakthroughs in several core industrial technologies [4] Group 1: Technological Advancements - The all-solid-state battery experimental line provides essential infrastructure for material validation, process optimization, and sample testing [1] - The energy density of the consumer semi-solid-state battery products developed by Guan Yu Group has reached 850-900 Wh/L, with successful client validation [1] - The company has developed high-capacity (≥270 mAh/g) lithium-rich manganese-based single crystal cathode materials, achieving kilogram-level production [4][5] Group 2: Production Capacity and Market Position - Guan Yu Group has established production lines for 2,000 tons of high-performance lithium-rich manganese precursors and 2,000 tons of lithium-rich manganese cathode materials annually, with the first generation of materials already on the market [5] - The company is a major supplier of consumer polymer soft-pack lithium-ion batteries, serving well-known clients in various sectors including laptops, smartphones, and drones [5] - Guan Yu Group has become a qualified supplier for multiple automotive manufacturers and is expanding into high-end electric motorcycles, automotive starter batteries, and energy storage sectors [5] Group 3: Research and Development - The company has a strong team of professionals across various disciplines, contributing to its technological advancements and earning multiple national and provincial honors [5] - Guan Yu Group is actively engaged in the R&D of key materials for solid-state batteries, including high-nickel ternary, high-voltage cobalt acid lithium, and sulfide solid electrolytes [4]

Group 1: Xpeng Motors - Xpeng G7 officially launched and began pre-sales, featuring the first Turing AI chip, enhancing computing power to L3 level [1] - The G7 offers a range of 702 km and is positioned in the 250,000 RMB electric SUV market, competing with Tesla Model Y and others [1] - The report maintains a "Buy" rating with a target price of 134.69 HKD, anticipating growth in sales, ASP, and gross margin following new model releases [1] Group 2: Battery Industry - China's total battery production and sales reached 123.5 GWh and 123.6 GWh respectively, with year-on-year growth of 47.9% and 58.1% [2] - The installed capacity of power batteries was 57.1 GWh, showing a year-on-year increase of 43.1% and a month-on-month increase of 5.5%, with lithium iron phosphate batteries accounting for 82% of the total [2] - The report indicates a slowdown in export growth due to tariff disruptions but expects a recovery in June [4] Group 3: Solid-State Batteries - The release of standards for solid-state batteries is expected to promote industry advancements [4] - Ningde Times is making progress in lithium metal battery product development, aiming to achieve energy density breakthroughs of over 500 Wh/kg [4] - The report suggests focusing on companies with cost and technological advantages, particularly Ningde Times [4]

Core Insights - The battery industry is experiencing significant advancements, particularly with the development of lithium metal batteries that promise high energy density and long cycle life, potentially accelerating the transition to solid-state batteries from laboratory to large-scale applications [1][3]. Industry Overview - In May, the production and sales ratio of batteries in China approached 1, with a year-on-year increase of approximately 58% in the installation of power batteries [2]. - The total production and sales of power and other batteries in mainland China reached 123.5 GWh and 123.6 GWh respectively in May, marking a year-on-year growth of 47.9% and 58.1% [2]. - The installation volume of power batteries in May was 57.1 GWh, with a year-on-year increase of 43.1% and a month-on-month increase of 5.5% [2]. Company Developments - CATL's market share in the installation of power batteries in mainland China increased by 3.4 percentage points to 42.9% [2]. - EVE Energy plans to issue H-shares to enhance its global strategy, aiming to improve capital strength and international brand image [2]. - EVE Energy's first consumer battery factory in Malaysia is set to commence production in Q1 2025, with a second energy storage factory progressing as planned [2]. Technological Advancements - The China Automotive Engineering Society released standards for solid-state batteries, establishing a clear definition and technical boundaries for the industry [3]. - Research from CATL indicates that lithium metal batteries can achieve energy densities exceeding 500 Wh/kg, with cycle life improvements to 483 cycles due to optimized electrolyte formulations [3]. Export Trends - In May, China's exports of power and other batteries reached 19 GWh, with a year-on-year increase of 23.0% but a month-on-month decline of 14.6% [4]. - The export volume of power batteries increased by 30% year-on-year, while energy storage battery exports saw a decline due to tariff disruptions [5]. - A partial tariff agreement between China and the US in May 2025 is expected to boost exports of energy storage batteries in June [5].

一、行情回顾 市场午后集跳水，三大指数一度均跌超1%，随后跌幅有所收窄。航运板块逆势大涨，南京港、连云港、宁波海运、宁波远洋涨停。稀土磁材板块再度拉 升，中科磁业、北矿科技涨停。创新药概念反复活跃，众生药业、赛升药业、昂利康等涨停。下跌方面，军工板块走低，捷强装备跌超10%；信创、软件股 下挫，新致软件跌逾8%。个股跌多涨少，沪深京三市超4000股飘绿，今日成交1.45万亿。 | 风口板块 更多 | | | | | 涨跌幅榜 更多 | | --- | --- | --- | --- | --- | --- | | 航运 | +3.24% | 稀土磁材 | +1.95% | 医药 +0.60% | 动漫 +4.25% | | 中国和东亚输往美国西岸的货柜 | | 中国依法依规对稀土相关物项出 | | 创新药密集获批;龙头出海现成 | | | 海运费率跳涨94% | | 口许可申请进行审查 | | হুম | 」幸醇 | | | | | | | +2.39% | | 南京港 +10.02% | | 北矿科技 +10.00% | | 易明医药 +9.98% | | | | | | | | 江苏自贸区 | | | | ...

（图片来源：摄图网） 6月6日，宁德时代在公众号上发文宣布，宁德时代21C创新实验室欧阳楚英、王瀚森团队独立完成的锂金属 电池研究成果发表于国际顶级期刊《自然·纳米技术》，标志着宁德时代基础科研能力获纳米技术领域最高 水平认可。 宁德时代研究团队通过独创的动态追踪技术，成功量化电解质失效机制，首次揭示了锂金属电池失效的核心 消耗路径。研究结果显示，电解液盐在循环中的消耗量高达71%，远超学界预期。基于这一重要发现，团队 引入低分子量稀释剂优化电解液配方，实现电池的循环寿命较前代产品翻倍至483次。而且，同样的电解液 设计逻辑，还可进一步支持电池能量密度突破500Wh/kg，使电动航空规模化、超千公里续航电动汽车成为 可能。 我国锂电池行业近年来发展迅猛，已经成为全球锂电池产业的重要力量。凭借丰富的锂资源、完善的产业链 配套以及强大的技术研发能力，我国在锂电池的生产制造、技术创新和市场应用等方面均取得了显著成就。 以宁德时代、比亚迪等为代表的国内企业，在全球市场份额中占据重要地位，不仅为国内新能源汽车、消费 电子等产业提供了坚实的能源支持，还积极拓展海外市场，提升了我国锂电池产业的国际竞争力。 在市场份额方面， ...