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恩捷股份与阿科玛签署电池隔膜战略合作协议
鑫椤锂电· 2025-12-12 08:11
阿科玛将为恩捷提供高附加值的解决方案和技术支持,助力恩捷的高性能隔膜在包括电动汽车、能 源存储系统和消费电子等在内的全球关键市场的推广。 双方将开展联合开发计划,专注于下一代隔膜的研发,利用双方的创新解决方案来提升电池性能和 安全性。 阿科玛凭借其在特种材料领域的数十年经验,是电池行业的长期高性能产品供应商,其为隔膜提供 的产品组合包括Kynar® PVDF和Incellion™丙烯酸基解决方案,旨在满足对更安全、更高效、更耐 用的锂离子电池不断增长的需求,这些电池对于向电动出行和可再生能源存储的转型至关重要。 会议主办:鑫椤资讯 会议时间:2026年3月19-20日 会议地点:江苏·常州 会议咨询: 13248122922(微信同) 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源:企业官微 2025年12月4日,恩捷股份与阿科玛签署了一份谅解备忘录, 旨在建立战略合作伙伴关系,加速电池隔 膜技术的创新,并支持恩捷的国际扩展。 阿科玛(Arkema)是一家全球领先的特种材料公司;恩捷(Semcorp)是一家全球领先的 锂离子电池隔 膜 制造商。 合作内容 ...
恩捷股份战略合作阿科玛!
起点锂电· 2025-12-11 10:40
2025(第十届)起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 倒计时7天 活动主题: 新周期 新技术 新生态 活动时间: 2025年12月18-19日 活动地址: 深圳市维纳斯皇家酒店(深圳国际会展中心京基百纳店)三楼维纳斯厅(深圳市宝安区沙井 镇沙井路118号) 主办单位: 起点锂电、起点储能、起点研究院SPIR 赞助及演讲单位: 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 海辰储能/瑞浦兰钧/鹏辉能源//国轩吉泰美/创明新能源/德赛电池/先导智能/亿纬锂能/移族/新日股份/ 弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电源/昆仑化学/星翼能源等 12月4日,恩捷股份与阿科玛签署了一份谅解备忘录,旨在建立战略合作伙伴关系,加速电池隔膜技术的创新,并支持恩捷的国际扩展。 阿科玛(Arkema)是一家全球领先的特 ...
星源材质港股IPO:产品均价承压且客户集中风险明显
Jin Rong Jie· 2025-07-07 14:02
Core Viewpoint - Shenzhen Xingyuan Material Technology Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, aiming to leverage its position as a leading lithium-ion battery separator manufacturer with over 20 years of industry experience [1] Group 1: Company Overview - Xingyuan Material is recognized as a world-class manufacturer of lithium-ion battery separators, being the first in China to master dry unidirectional stretching technology for separators [1] - The company has achieved the highest global market share in dry separators by shipment volume in 2024 and is also the first to achieve mass exports of lithium-ion battery separators [1] - It possesses all three production technologies for lithium-ion battery separators: dry, wet, and coated [1] Group 2: Market Position and Performance - As an early entrant in the lithium-ion battery industry, Xingyuan Material has established itself as a well-known supplier and technology innovator in the global separator market [2] - The company has independent equipment research and design capabilities and has developed a world-class battery separator production line [2] - Xingyuan Material's global market share for lithium-ion battery separators increased from 11.0% in 2020 to 14.4% in 2024 [2] Group 3: Financial Performance - The company's revenue for 2022, 2023, and 2024 is projected to be RMB 2.867 billion, RMB 2.982 billion, and RMB 3.506 billion, respectively, with net profits of RMB 748 million, RMB 594 million, and RMB 371 million [3] - In Q1 2025, the company reported revenue of RMB 881 million and a net profit of RMB 51 million [3] - The gross profit margin has shown a declining trend, with figures of 44.8%, 43.3%, 28.1%, and 23.6% for 2022, 2023, 2024, and Q1 2025, respectively [3] Group 4: Risks - The company faces pressure from declining average product prices due to increased market competition, which could adversely affect its gross profit margin and overall financial performance [3] - High customer concentration poses a risk, with the top five customers accounting for 67.4%, 63.8%, 50.9%, and 60.9% of revenue in 2022, 2023, 2024, and Q1 2025, respectively [4] - The company's reliance solely on lithium-ion battery separators exposes it to risks related to policy changes and market demand fluctuations [4]
瑞智新能源重磅亮相CIBF2025,以创新隔膜技术重塑电池产业未来
鑫椤锂电· 2025-05-19 08:27
Core Viewpoint - The article highlights the innovative advancements of Ruizhi New Energy in the battery materials sector, showcasing their first-generation active functional separator and second-generation quasi/solid-state electrolyte membrane at the CIBF2025 event, emphasizing their commitment to providing high safety and high energy density solutions for various battery applications [1][3][5]. Group 1: First-Generation Active Functional Separator - The first-generation active functional separator developed by Ruizhi New Energy utilizes independently researched functional coating materials, significantly enhancing the safety, thermal resistance, and rate performance of liquid and semi-solid state battery cells [3]. - This separator features a three-dimensional lithium conduction channel constructed through semi-solid electrolyte technology, which is a breakthrough compared to traditional inorganic and organic coating materials [3]. Group 2: Second-Generation Quasi/Solid-State Electrolyte Membrane - The second-generation quasi/solid-state electrolyte membrane, known as SCS ion conductor, addresses the technical bottlenecks of solid-state batteries, promising a new era of energy density [5]. - This membrane, combined with self-supporting substrate materials, is designed for next-generation solid-state battery cells, significantly improving energy density and safety performance while ensuring long cycle life [5]. Group 3: Industry Engagement and Future Outlook - During CIBF2025, Ruizhi New Energy showcased its leading position in the battery separator field, attracting global industry partners and research institutions for in-depth discussions on technological collaboration and market applications [7]. - The company aims to drive industry upgrades through core technological breakthroughs and continues to focus on battery material innovation, contributing to the development of a green energy future [7].