中经记者 陈茂利 张硕 北京报道 近年来，动力电池作为外贸"新三样"之一，已成为中国制造出海的重要名片。中国以电动汽车、锂电 池、光伏为代表的"新三样"成为出口新支柱。今年前三季度，"新三样"出口总额超9000亿元，其中锂电 池贡献近4000亿元，占比超四成。 日前，中国汽车动力电池产业创新联盟（以下简称"动力电池联盟"）发布月度统计数据，今年 1—10 月，我国动力和其他电池累计出口达228.1GWh，累计同比增长43.9%。合计累计出口占前10月累计销量 18.5%。其中，动力电池累计出口为148.5GWh，占总出口量65.1%，累计同比增长37.2%。 随着中国动力电池在海外市场保有量的快速提升，一个不容忽视的课题浮出水面——海外退役电池的合 规回收与循环利用。这既是中国动力电池企业全球化运营必须履行的环境责任，也是在《欧盟电池和废 电池法规》（以下简称《新电池法》）等绿色壁垒下保持竞争力的关键。 根据《新电池法》，自2027年起，动力电池出口到欧洲必须持有符合要求的"电池护照"，记录电池的制 造商、材料成分、碳足迹、供应链等信息。 《新电池法》要求，在材料回收目标方面，至2027年12月31日，钴、铜 ...

Core Insights - The 2025 World Power Battery Conference opened in Yibin, Sichuan, showcasing significant advancements in the battery industry, including ten innovative achievements and eight development trends [1][5]. Group 1: Innovative Achievements - The ten innovative achievements highlight a comprehensive breakthrough in the power battery industry, focusing on stable global supply chains for key materials like cathodes and anodes, the establishment of zero-carbon factories, and improved recycling systems for low-carbon development throughout the entire lifecycle [1]. - A regulatory framework covering the entire lifecycle of batteries has been established, promoting mutual recognition of standards domestically and internationally, and enhancing international trust through tools like battery passports [1]. Group 2: Development Trends - The eight development trends indicate that material innovation will drive power batteries towards higher energy density and cost-effectiveness, with solid-liquid hybrid batteries transitioning from small-scale applications to market commercialization [5]. - All-solid-state batteries are achieving technological breakthroughs and are beginning industrial demonstration [5]. Group 3: Industry Positioning - The Chinese battery industry has transitioned from a position of catching up with foreign counterparts to leading the global market, supported by hundreds of achievements and thousands of foreign patents [3]. - The lithium battery industry is expected to expand significantly into sectors such as energy storage, shipping, AI, and low-altitude economy, indicating a broad future outlook [3].

Core Viewpoint - The global power battery industry is entering a more complex and challenging second half, shifting focus from capacity expansion to ecosystem, cost, application, and technology competition [2][5][14]. Group 1: Industry Landscape - Yibin is recognized as a core industrial hub for global power batteries, producing one out of every ten batteries worldwide [2][5]. - The theme of the upcoming World Power Battery Conference, "New Vision, New Ecology, New Opportunities," highlights the industry's evolution direction [2]. Group 2: Ecosystem Development - Yibin aims to build a "resilient" industrial ecosystem to provide certainty for enterprises amid intensifying homogenization competition [5][14]. - The local government plays a crucial role in facilitating connections between businesses and major players like CATL, enhancing the ecosystem's vibrancy [7][14]. Group 3: Competitive Advantages - Yibin's first competitive advantage is its "green electricity," with 80% of its power sourced from hydropower, leading to significantly lower industrial electricity costs compared to other regions [11][13]. - The second advantage is "efficiency," with over 90% of battery structural components sourced locally, reducing logistics costs and enhancing supply chain responsiveness [13][14]. Group 4: New Market Opportunities - Yibin is actively creating new market opportunities by integrating industry with urban applications, such as heavy-duty truck battery swapping and electric vessels [16][20]. - The city has established a leading demonstration system for heavy-duty truck battery swapping, with 19 stations and nearly 3,000 trucks promoted [18][19]. Group 5: Technological Advancements - Yibin is focusing on becoming a research and development hub, particularly in solid-state battery technology, which is seen as the next generation of power battery technology [24][28]. - The establishment of the Ouyang Minggao Academy of Sciences in Yibin has attracted top talent and facilitated local research and development efforts [27][28]. Group 6: Future Outlook - The upcoming World Power Battery Conference will emphasize low-altitude economy and electric aviation, indicating Yibin's strategic positioning in emerging markets [22][29]. - Yibin's comprehensive approach, from green electricity to technological innovation, presents a compelling model for sustainable development in the power battery industry [29][32].

Core Insights - The Chinese battery industry is transitioning from a focus on production capacity to a focus on value-driven solutions, emphasizing innovation and collaboration to build a healthy industrial ecosystem [1][3][10] Industry Trends - The industry is entering a new phase driven by emerging demands in sectors such as energy storage, electric shipping, low-altitude aircraft, and smart elderly care robots, shifting competition from capacity to scene-based solutions [3][6] - The past decade saw China achieve a leading global market share through capacity expansion and cost advantages, but concerns over low-end capacity surplus and homogenization have emerged [3][7] Technological Innovations - The industry is diversifying its technological routes to meet specific scene requirements, moving away from a one-size-fits-all approach [6][7] - Innovations such as the "600Wh/kg hydrogen hybrid power system" and water-based iron-nickel batteries are being developed to address specific needs in low-altitude and long-duration energy storage applications [6][7] R&D Transformation - The integration of artificial intelligence in battery material development is expected to reduce the traditional three-year R&D cycle to six months, enhancing the industry's ability to respond to customized scene demands [8][9] Competitive Landscape - Future competition in the battery sector will not only focus on technology and products but also on data management, carbon management, and lifecycle services, with "battery passports" becoming a critical component [9][10] - Compliance with new regulations, such as the EU's battery passport requirement, poses challenges for Chinese battery companies, including high compliance costs and supply chain transparency issues [9][10]

Core Viewpoint - The article discusses the implementation of a "Battery Passport" by European automakers, particularly Kia, as a response to new EU regulations aimed at enhancing battery transparency and traceability throughout the battery lifecycle [4][5][13]. Group 1: Battery Passport Implementation - Kia Europe is conducting a public trial of the "cell-level" battery passport on the EV3 model, which allows real-time tracking of battery health and maintenance diagnostics [5][8]. - The battery passport will be mandatory for all electric and hybrid vehicles sold in Europe by February 2027, exceeding the basic regulatory requirements by integrating additional safety-related data [5][10]. - The system enables data collection from each battery cell, ensuring transparency and traceability throughout the battery's lifecycle, which can benefit vehicle owners by extending battery life and reducing maintenance costs [8][10]. Group 2: Regulatory Context - The EU's new battery regulation (EU 2023/1542) mandates that all electric vehicles with a capacity greater than 2kWh must have a digital battery passport by February 18, 2027 [13][14]. - The regulation outlines over 100 data attributes that the battery passport must include, covering aspects such as carbon footprint, recycling content, and performance [13][14]. - The focus has shifted from whether to comply with regulations to how to effectively implement the necessary systems and data management [15][16]. Group 3: Industry Collaboration and Future Prospects - Kia's initiative is part of a broader industry trend, with other automakers like Volvo also planning to implement battery passports in alignment with EU regulations [20][21]. - The collaboration among various stakeholders, including academic institutions and technology providers, is crucial for the successful deployment of the battery passport system [10][22]. - The battery passport is expected to evolve beyond compliance, impacting after-sales services and financial aspects such as second-hand vehicle valuations and warranty pricing [22][23].

Group 1 - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - The event will feature the first batch of exhibitors and sponsors, including companies like JinNa Technology, RuTian Technology, and others, indicating strong industry participation [2] - The article discusses the expansion of EVE Energy's overseas operations, including projects in Europe, such as a 500MWh project in Poland and a partnership with TSL Assembly in Central and Eastern Europe [2][3] Group 2 - EVE Energy's Hungarian battery factory has entered the installation and debugging phase, with a planned capacity of 28GWh, primarily producing 46 series cylindrical batteries for BMW [3] - The company has also launched a battery passport in Germany, which assigns an identity to each cell in consumer, power, and storage battery categories [4] - EVE Energy's overseas strategy includes establishing manufacturing bases, bidding for international orders, and technology licensing, with significant investments in Malaysia and Indonesia [5][6] Group 3 - The CLS model (Cooperation, License, Service) is being utilized to navigate trade barriers in North America and Europe, enhancing EVE Energy's global presence [6] - In the first half of 2025, EVE Energy's energy storage battery shipments reached 28.71GWh, a year-on-year increase of 37.02%, with a capacity utilization rate of 87.51% [6] - The company aims to achieve a total capacity exceeding 100GWh by 2026 through collaboration among its facilities in Hungary, Malaysia, and the United States [5][7] Group 4 - EVE Energy has initiated an IPO on the Hong Kong Stock Exchange to support its international expansion and project funding, reflecting a strategic move to enhance its market presence [7] - The article emphasizes the importance of EVE Energy's transition from a battery manufacturer to a global solution provider, highlighting the need for continued focus during this critical phase [7]

Core Insights - The joint venture model between core battery suppliers and automotive companies is gaining traction in the automotive industry due to its synergistic effects in scale growth, collaborative innovation, and cost reduction [1][4][6] Joint Ventures and Collaborations - Li Auto and Aoxin Wanda Electronics' subsidiary, Aoxin Wanda Power Technology, have established a 50:50 joint venture named Shandong Li Auto Battery Co., Ltd., focusing on the production and sales of lithium-ion power batteries for electric vehicles [1] - Aoxin Wanda Power is not the first to partner with automotive companies; it has previously collaborated with Dongfeng Group to establish Hubei Dongyu Xinshi New Energy Co., Ltd., marking a significant milestone in their deep cooperation in the power battery sector [4][5] Technological Advancements - Aoxin Wanda Power has made significant technological breakthroughs in collaboration with Renault-Nissan, focusing on high power, long life, and safety in battery technology, which has been integrated into Dongfeng Nissan's products [5] - The establishment of Dongyu Xinshi has led to rapid production capacity growth, supporting Dongfeng's electric vehicle transformation [5][6] Industry Trends - The relationship between automotive companies and core suppliers is evolving from a simple supplier-customer dynamic to a collaborative partnership, emphasizing joint innovation and co-creation [6][9] - Aoxin Wanda Power's Vice President highlighted the importance of understanding both B-end (automakers) and C-end (consumers) needs, indicating a shift in the supplier's role towards a more integrated approach [9][18] Market Performance - Dongfeng Nissan's N7 model achieved a monthly sales record of over 10,000 units, reflecting the successful collaboration with Aoxin Wanda Power, which has been the exclusive battery supplier for this model [10][13] Production Efficiency - The establishment of a smart manufacturing line at Dongyu Xinshi has significantly improved production efficiency and product quality, achieving over 98% improvement compared to traditional automation methods [13][17] - The focus on production efficiency and cost-effectiveness is crucial for the competitiveness of new ultra-fast charging battery projects [17] Sustainable Development - Aoxin Wanda Power is actively participating in the global battery alliance and is involved in the development of battery passport standards, aiming to promote sustainability in the battery industry [18][19] - The company is also contributing to the digital platform for battery ID, enhancing lifecycle traceability and management for automotive companies [19]

Core Viewpoint - Chinese new energy companies are becoming key players in driving global energy transition, but they must manage risks and ensure compliance to operate successfully in international markets [1][2]. Group 1: Regulatory Compliance - The EU's Battery and Waste Battery Regulation mandates that from February 18, 2027, batteries for light vehicles, electric vehicles, and industrial batteries over 2kWh must have a "battery passport" for market entry [1]. - Compliance with EU regulations in labor, data protection, and corporate governance is crucial for Chinese new energy firms to succeed in Europe [2]. - High compliance costs present opportunities for companies to establish systems that meet EU standards, potentially eliminating weaker competitors [2]. Group 2: Strategic Approaches - Companies can adopt differentiated competition strategies, such as shifting focus from saturated lithium battery markets to niche markets like nickel-hydride batteries [3]. - Small and medium enterprises should prioritize practical compliance by forming "China-foreign cooperation" legal teams and partnering with local law firms with established resources [3]. - A flexible "one country, one policy" strategy is recommended for market entry, adapting to local conditions and investment environments [4]. Group 3: Risk Management - Geopolitical factors, such as the U.S. Inflation Reduction Act, pose significant risks, preventing Chinese battery companies from accessing U.S. clean energy tax credits and placing them at a competitive disadvantage [3]. - Compliance should be integrated into business processes rather than being confined to legal departments, requiring dynamic databases to support regulations like the "battery passport" [4]. - Due diligence on overseas partners is essential to avoid involvement in local corruption or legal issues [4].

Core Viewpoint - The company has signed a memorandum of understanding with ASCEND ELEMENTS to leverage their strengths in geopolitics, resources, capital, technology, and operational management to establish a leading lithium battery recycling industry system in Europe [1] Group 1: Partnership and Collaboration - The collaboration aims to build a leading lithium battery recycling system in Europe, including dismantling and black powder manufacturing systems, as well as lithium, nickel, and cobalt resource recovery and battery material remanufacturing systems [1] - The partnership will support the development of the entire lifecycle value chain of new energy in Europe [1] Group 2: Global Expansion and Sustainability - The company will actively explore opportunities for collaboration in the United States to advance lithium-ion battery recycling and engineering battery material production [1] - The initiative aims to promote the implementation of a global battery passport and the green development of new energy [1]

Core Viewpoint - The article discusses how EVE Energy Co., Ltd. is navigating the challenges posed by international green trade barriers and carbon regulations, particularly in the lithium battery industry, by implementing green practices and strategies to enhance its competitiveness in global markets [1][2]. Group 1: Green Practices and Compliance - EVE Energy has adopted a "penetrating carbon reduction" approach to ensure compliance with international standards, despite increasing overseas barriers [2][4]. - The company generated 105 million kWh of self-produced green electricity last year and has achieved a green certificate procurement rate of 15% of its total electricity consumption [4]. - EVE Energy is actively calculating the carbon footprint of its products, with plans to assess over 40 products by 2024, and has already received certifications for several products under the new EU battery regulations [4][5]. Group 2: Strategic Goals and Initiatives - EVE Energy has set a more stringent carbon neutrality goal of achieving full operational carbon neutrality by 2030 and core value chain carbon neutrality by 2040, surpassing national targets [5][6]. - The company plans to achieve 100% green electricity usage by 2030 and aims for over 20% of its energy needs to be covered by green certificates by 2025 [5][6]. - EVE Energy is developing a "battery passport" to track the carbon footprint throughout the battery's lifecycle, which is crucial for entering international markets [7][8]. Group 3: Global Expansion and Market Position - EVE Energy is expanding its production bases in Hungary and Malaysia to enhance its resilience through localized production and global sales [7][9]. - The company has seen significant growth in lithium battery exports, with a 28% increase in export volume and a 32% increase in export value in the first quarter [11]. - EVE Energy's flagship cylindrical batteries have gained recognition from major automotive brands, indicating strong market acceptance despite international trade challenges [9][11].