2025 年 7 月 11 日，由起点锂电、起点 固态电池 、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车 换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 本次论坛聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞。论坛 现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 在下午两轮车电摩及电池技术专场， 诺达智慧 产品总监 黄毅彪发表演讲，分享主题 ： 多极耳及半固态电池的技术发展。 以下为演讲实录： 各位领导，尊敬的同行精英们，下午好！ 我给大家分享关于多极耳及半固态电池的技术发展。 经过多年的累积和沉淀，在以圆柱型锂电池为中心的新能源领域基本完成了全产业链的布局，上游延伸到矿产原材料关键环节，下游延伸至备用 电源、户储、两轮车、资源回收等产业，形成了全产业链一体化的事业蓝图。 这是公司的首席科学家和总经理，张瑞波博士是首席科学家、中科院博士，他主要是对新型材料的前端技术研究以及推进，包括诺达智慧半固态 电池的材料相关研究。江国龙总主要是根据张 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [5] Core Views - The company is expected to achieve rapid growth in H1 2025, with projected revenue between 2.68 billion to 2.80 billion yuan, representing a year-on-year increase of 16% to 21%. The net profit attributable to shareholders is expected to be between 90 million to 102 million yuan, showing a significant year-on-year growth of 228% to 272% [1][3] - The company's Q2 2025 performance indicates a continuous improvement in capacity utilization and profitability, driven by domestic consumption policies and strong demand in portable energy storage and overseas commercial sectors [2] - The company is actively investing in R&D, focusing on advanced technologies such as silicon anodes, steel shell stacking, and solid-state batteries, which positions it well for future growth [3] Summary by Sections Financial Performance - For H1 2025, the company anticipates revenue of 26.8-28.0 billion yuan, with a net profit of 0.90-1.02 billion yuan, and a non-GAAP net profit of 0.70-0.82 billion yuan, reflecting substantial growth rates [1] - In Q2 2025, the expected revenue is 14.55-15.75 billion yuan, with a net profit of 0.58-0.70 billion yuan, indicating a year-on-year growth of 142%-192% [1][2] Capacity Utilization and Market Demand - The company has seen a steady increase in capacity utilization in Q2 2025, supported by the domestic consumption electronics upgrade policy and strong demand in the portable energy storage market [2] - The company has successfully expanded its customer base in the AI sector, with applications in AI PCs, headphones, glasses, and toys, which is expected to drive revenue growth in H2 2025 [2] R&D and Technological Advancements - The company is prioritizing R&D investments in key areas such as high-voltage cathode materials and solid-state battery technologies, which are crucial for enhancing product safety and performance [3] - The company has completed validation of high-safety solid-state batteries and is actively engaging with clients for prototype designs and sample testing [3]

Core Viewpoint - The article highlights the advancements and new product launches by Lishen Battery in the cylindrical battery sector, emphasizing their focus on high-performance batteries for various applications, including electric tools and two-wheeled vehicles [3][4][5]. Group 1: Event Information - The 2025 Fifth Start Point Two-Wheeled Vehicle 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, indicating strong industry interest and collaboration [2]. Group 2: Product Launches - Lishen Battery has launched six new cylindrical battery models, including three from the 21 series, one from the 46 series, and two from the 18 series, showcasing their commitment to innovation [3][4]. - Key features of the new products include: - 21700 40PT-4.0Ah: Fast charging to 80% in 7 minutes, 1000 cycles, aimed at electric tools [3]. - 21700 50PT-5.0Ah: Fast charging to 80% in 9 minutes, 250A pulse discharge, for electric motorcycles and tools [3]. - 21700 55PT-5.5Ah: Energy density of 295 Wh/kg, supports 8C continuous discharge, for various advanced applications [3]. - 46120-55Ah: Energy density of 330 Wh/kg, 1500 cycles, designed for eVTOL and humanoid robots [4]. - 18650 20PT-2.0Ah: Low internal resistance, 1000 cycles, for electric tools [4]. - 18650 25PT-2.5Ah: Fast charging to 80% in 10 minutes, 1000 cycles, for multiple applications [4]. Group 3: Production Capacity and Expansion - Lishen Battery's Suzhou cylindrical battery production base has recently opened, with a total investment of approximately 2.8 billion yuan, featuring five intelligent production lines [4][5]. - The first phase of the production base has a capacity of 4 GWh, while the second phase, expected to be completed by the second half of 2025, will add another 7.3 GWh of capacity [5]. Group 4: Market Strategy - Lishen Battery has been active in the two-wheeled vehicle market since 2019 and plans to expand into Southeast Asia, leveraging energy storage products as an entry point [6]. - The company is also focusing on solid-state battery technology, with new products featuring solid-state electrolytes, indicating a strategic move towards advanced battery technologies [6][7].

科创板新能源 ETF（588960）紧密跟踪上证科创板新能源指数（000692.SH），单日涨跌幅可达20%。 成分股从科创板市场中选取 50 只市值较大的光伏、风电以及新能源车等领域的上市公司证券作为指数 样本，反映科创板市场上新能源产业中代表性企业的整体表现。 （文章来源：每日经济新闻） 今日科创板锂电、光伏、风电等新能源方向集体活跃，截至发稿，科创板新能源 ETF（588960）盘中 涨幅达3.92%，锂电池ETF（561160）盘中涨幅达2.64%。其中科创板新能源 ETF成分中大全能源涨逾 10%，天合光能涨超6%。 近期，中央密集释放整治无序竞争政策信号。中央财经委员会第六次会议强调，纵深推进全国统一大市 场建设，要聚焦重点难点，依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有 序退出等等。 日前，国家发改委等四部门联合印发《关于促进大功率充电设施科学规划建设的通知》，我国大功率充 电基础设施建设再度迎来重磅利好。《通知》明确，各地要结合当地经济发展水平、新能源汽车推广力 度和电力资源分布，以 "即充即走"场景为重点，因地制宜、适度超前、科学合理做好大功率充电设施 发展布局。到 ...

Group 1 - Vivo X Fold5 has been launched, featuring the industry's first fourth-generation silicon anode technology with an energy density of up to 866Wh/L, representing a 13% increase at room temperature and a 20% increase in low-temperature environments compared to the previous generation [1] - The device also introduces the second-generation semi-solid-state battery technology, allowing normal operation at -30℃ [1] - Vivo collaborates with CATL to implement a dual-layer electrode architecture in the X Fold5, achieving a silicon content in the anode of 12%, approximately 2.5 times that of the previous generation [1] Group 2 - Zhongke Electric focuses on lithium battery anode business and magnetic equipment, with ongoing investments in silicon-based anodes, including silicon-carbon anodes for solid-state batteries, and has completed pilot production lines with products entering customer evaluation and platform development stages [2] - Xiangfenghua has developed production technologies for silicon-carbon and silicon-oxygen anode materials applicable to solid-state and semi-solid-state batteries, with products handed over to battery manufacturers for customer testing, planning small-scale production by 2025 [2]

6月25日，vivo发布新款大折叠屏手机vivo X Fold5，首发等效6000mAh蓝海电池。据悉，该电池使用了 第四代硅负极技术，能量密度至高达866Wh/L，能量密度对比上代常温下提升13%，低温环境下提升 20%。同时，行业首发第二代半固态电池技术，实现-30℃电池正常供电。（全天候科技） ...

广东东峰新材料集团股份有限公司 （会议召开日期：2025 年 6 月 27 日） 一、会议须知 二、会议议程 三、会议议案 的议案》； 余尾款及注销募集资金专用账户的议案》； 《关于董事会提前换届选举暨提名第六届董事会非独立董事候选人的议案》； 听取独立董事所作述职报告。 会议须知 各位股东及股东代表： 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率,根据中国 证监会发布的《上市公司股东大会规则》、 《广东东峰新材料集团股份有限公司章程》 和《股东大会议事规则》的规定，特制订本次会议须知： 一、本次股东大会设立秘书处，负责办理本次大会召开期间的相关事宜。 二、股东大会期间，为确保会议的严肃性和正常秩序，参会人员应当经秘书处 确认参会资格方能进入会场，无参会资格的人士，公司有权拒绝其进入会场。 三、出席会议的股东依法享有发言权、质询权、表决权等权利，并应当自觉履 行法定义务，不得侵犯其他股东利益和干扰大会正常秩序。 四、股东需要在大会发言的，应于会议开始前十五分钟在秘书处登记，出示有 效的持股证明，填写"发言登记表"；登记发言的人数原则上以十人为限，超过十人 时安排持股数最多的前十名股东依次发言。 ...

文 | 中关村储能产业技术联盟 6月1 1 日，双登股份发布了 Power Warden3.0 — 6.25MWh半固态液冷储能系统 产品及 解决方案 ，标准 2 0 呎高柜，单舱 6 .25MW h ， 兼容组串、构网及长时储能场景 。 双登 5 87A h半固态电芯，通过创新原位聚合技术实现液态电解液向半固态电解质的革命性突破，极端条件下产热功 率更低， 大幅降低热失控风险， 同时具备较高的 高机械强度与稳定性 ，能有效抑制电极材料体积变化， 从根本上 减少膨胀力的产生 ，重塑电池安全机制 。电芯日历存储 2年， 额定 能量 零衰减 ，耐久性表现领跑行业。 极致防护 盾构安全 安全是储能系统的生命线， Power Warden3.0系统 构建了从电芯到系统的全方位安全防护设计。 PACK 安全层面，基于半固态电池特性和 IP67防护等级， 通过热失控预防、热失控阻燃蔓延和热失控兜底全方位提 升 PACK安全性。 强大内 "芯" 持久供能 Power Warden3.0 系统首次 搭载双登 5 87A h半固态电芯 ，重新定义储能行业安全与能量标准。该款电芯体积能 量密度达到 416Wh/L， 20年超长循 ...

全固态电池工艺与设备探讨专家会 20250610 摘要 工信部 60 亿专项基金推动全固态电池研发，宁德时代获近半资金，标 志着其对固态电池态度转变，组建千人团队研发硫化物样品电芯，但项 目重在学术探索，验收标准为实验结果，非产品交付。 全固态电池技术仍处实验室阶段，各企业探索不同材料组合及应用，如 无隔膜电池，主要研究集中在硫化物路线，因其较高离子导电性，但氧 化物路线也具潜力，如更高热稳定性，未来发展或受关注。 固液混合路线面临电导率低和接触界面差等问题，氧化物适用于半固态 方案，而硫化物电导率更高，但成本高且存在安全隐患，如生成有毒气 体硫化氢，部分企业因此放弃硫化物路线。 上汽智己 L6 采用半固态方案，续航达 1,000 公里，但倍率和针刺测试 未完全达标，因仍含电解液。氧化物全固态技术受限于低电导率和接触 界面问题，全固态技术更具挑战性，大厂倾向硫化物路线。 半固态硫化物成本接近宁德时代 811，但 BOM 成本更高约 7%，每瓦 时约 1 元。能量密度提升有限，倍率性能低于宁德时代产品，循环寿命 较差，限制了其在动力及储能领域的大规模应用。 Q&A 工信部在 2024 年 5 月启动的 60 亿 ...

本报记者 赵语涵 2023年年底，一场"超长直播"引发关注：蔚来汽车创始人李斌驾驶搭载150千瓦时长续航电池包的纯电 动汽车，跑出1044公里的成绩。"续航超1000公里，真能告别里程焦虑了！"网友的感叹在直播间刷屏。 这款长续航电池包的核心组件，来自北京民营独角兽企业卫蓝新能源。作为国内首批开上纯电动汽车 的"先锋"车主之一，卫蓝创始人、董事长俞会根对众多车主的里程焦虑感同身受。 2015年，一个破局机会出现了。俞会根的大学同窗、中国科学院物理所研究员李泓在一次电池硅负极表 面副反应实验中看到一个现象：液态电解液在多次充放电后产生副反应，在负极表面"生长"出一层层无 序状的固体。 李泓突生灵感：固态电解质需要施以很大的压力才能与正负极表面紧密结合，这种"天然生长"的固态电 解质，恰恰解决了"固-固界面"接触性差的大难题！ 基于这一无心插柳的新发现，李泓提出了固态电池生产"原位固态化"设想，这让俞会根如获至宝。2016 年，卫蓝新能源应运而生，中国科学院物理所的陈立泉院士、俞会根、李泓三人成为联合创始人。 基于"原位固态化"设想，卫蓝新能源进一步确立了自己的固态电池主要技术路线。"我们将氧化物、聚 合物两种路 ...