2025高工新能源新材料产业大会 倒计时2天 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 金汇能搭建的锂离子电池负极材料中试平台，已为20余个新型负极材料项目提供中试转化支持， 其中10余个项目产品成功实现产业化落地，为技术从实验室走向市场奠定了坚实基础。 凭借深厚的技术积累与持续的创新投入，金汇能在硅碳负极材料领域取得了显著突破。 团队成功 开发出独特的纳米结构设计，通过精准调控材料的微观形貌和界面特性，有效缓解了硅材料在充放 电过程中的体积变化。 会议时间： 2025年7月8日-9日 会议地点： 成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） 文末扫码报名 7 月 8 日 - 9 日 ， 2025高工新能源新材料产业大会 将在 四川邛崃・羊安新城会议中心 盛大 启幕。 金汇能集团 作为负极材料领域的重要力量，将在主题为 "新材料创新路径与零碳智造"的 专场二 上发表主题演讲。 当前，全球锂电产业正迎来能量密度竞赛的关键阶段。随着新能源汽车续航需求突破1000公里、 储能系统向长寿命高安全演进，传统石墨负极已难以满足下一代锂电池的性能要求。 ...

交银国际研究 行业更新 电池行业月报 2025 年 6 月 12 日 动力电池装车量延续高增，出口增速放缓但预计回暖在即 | | 行业与大盘一年趋势图 | | | | --- | --- | --- | --- | | | 行业表现 | | 恒生指数 | | 60% | | | | | 50% | | | | | 40% | | | | | 30% | | | | | 20% | | | | | 10% | | | | | 0% | | | | | -10% | | | | | 6/24 | 10/24 | 2/25 | | | 资料来源 | : FactSet | | | 陈庆 angus.chan@bocomgroup.com (86) 21 6065 3601 李柳晓, PhD, CFA joyce.li@bocomgroup.com (86) 21 6065 3601 估值概要 | 公司名称 | 股票代码 | 评级 | 目标价 | 收盘价 | | -----每股盈利----- | ----市盈率---- | | | ----市账率---- 股息率 | | | --- | --- | --- | --- ...

以下文章来源于远川科技评论 ，作者徐珊珊 远川科技评论 . 刻画这个时代（的前沿科技） 失意者通常有两种结局，要么一蹶不振，要么绝地求生，磷酸铁锂电池属于后者。 2021年6月，磷酸铁锂电池装机量反超三元锂电池，成为动力电池市场的主流选择。此后开启神挡杀神的开挂人生， 份额一路提高到72%，重回十年前的巅峰水平。 今年1-4月，国内磷酸铁锂电池装机份额超过80%，可谓独孤求败。向来以技术先进性自我标榜的海外车企，也罕见地 为磷酸铁锂摇旗呐喊。 磷酸铁锂和三元锂的技术讨论几乎与新能源车的历史一样长，这个问题在当下似乎又有了新的解读。 过去十年的动力电池市场可以清晰的划分为两个阶段，也是磷酸铁锂电池从波峰到谷底、再卷土重来的过程。 到"十城千辆"计划结束，25个示范城市共售出27432辆新能源车，其中个人采购量只有4400辆[1]。虽说成绩单不算理 想，但最大成果是培育了以"锂电四大天王"比克、比亚迪、力神和ATL（后孵化出宁德时代）为代表的电池生产商。 危险的地位 磷酸铁锂和三元锂的缠斗，可以一路追溯到2009年的"十城千辆"计划。 时值新能源产业链蹒跚起步，迎来为期三年的培育期，补贴力度可以用送钱形容：10米 ...

Core Insights - The rapid advancement of China's new energy vehicle industry is driving a transformation in vehicle power systems, particularly in battery technologies such as lithium-ion and fuel cells [1] Group 1: Battery Technology Innovations - The demand for longer range in electric vehicles necessitates an increase in battery energy density, with lithium-ion batteries nearing their theoretical limits. Lithium-rich manganese-based cathode materials are emerging as a promising solution, potentially achieving energy densities of 600-700 Wh/kg in solid-state batteries [3][5] - Sodium-ion batteries are highlighted for their long lifespan, wide temperature range, and cost-effectiveness, with the potential to enhance cargo capacity by 15% in heavy-duty applications. A new company has been established to scale up production of sodium-ion battery materials and cells [8] - Solid-state batteries are transitioning from laboratory to industrial applications, offering improved energy density and safety. Hybrid solid-liquid batteries are seen as a viable interim solution before full solid-state technology becomes mainstream [10] Group 2: Safety and Standards - The new national standards for battery safety emphasize a "zero tolerance" approach, mandating that batteries must not catch fire or explode. This includes rigorous testing protocols to ensure safety under various conditions [12][14] - Innovations in battery management systems are crucial for enhancing safety, utilizing real-time monitoring to predict and mitigate potential hazards [14] Group 3: Fuel Cell Developments - Fuel cells are recognized for their efficiency and environmental benefits, but high production costs hinder commercialization. Efforts are underway to reduce costs through domestic production of key components [20][22] - The integration and smart control of fuel cell systems are advancing, leveraging big data and AI for improved performance and reliability [22] Group 4: Market Applications and Synergies - Fuel cells are expanding into diverse applications beyond transportation, including distributed power generation and military uses, with significant advantages in energy density [24] - The complementary nature of battery and fuel cell technologies allows for innovative hybrid solutions, catering to different travel needs and enhancing overall system efficiency [25]

Group 1: Industry Overview - The electric vehicle (EV) battery industry is experiencing a competitive race focused on increasing battery energy density [1][2] - Solid-state batteries are highlighted for their advantages in safety and energy density compared to traditional liquid batteries, potentially alleviating consumer range anxiety [2][3] Group 2: Company Developments - Guoxuan High-Tech (002074) has launched multiple new battery products, including the "Gyan Solid-State Battery" with an energy density of 300Wh/kg, enabling electric sedans to achieve a range of 1000 kilometers [1] - Guoxuan High-Tech plans to establish a production line with an annual capacity of approximately 12GWh for solid-state batteries [1] - The "Jinshi Battery," developed by Guoxuan High-Tech, has seen a 150% increase in single-cell capacity after a year of extreme testing [1] Group 3: Competitor Innovations - Delong Automotive Parts Co., Ltd. (300473) has developed a solid-state battery sample with an energy density of 260Wh/kg and aims for a next-generation product with a target of 400Wh/kg [2] - Jiangxi Ganfeng Lithium Co., Ltd. has developed a second-generation hybrid solid-state lithium battery with an energy density of 420Wh/kg and a cycle life exceeding 700 times, along with a sample reaching 500Wh/kg [2] Group 4: Market Insights - The widespread adoption of solid-state battery technology could significantly enhance the range of electric vehicles, addressing consumer concerns about mileage [2] - Solid-state batteries are designed with safety features, such as Guoxuan High-Tech's "nano-level bulletproof" design, which can withstand punctures without catching fire or exploding [2] - Despite advancements, the high production costs of solid-state batteries remain a significant barrier to large-scale commercialization [3] - Future improvements in production technology and scaling may lead to reduced costs for solid-state batteries, potentially making them competitive with traditional liquid lithium batteries [3]