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。 ...

近期，多个品牌充电宝厂家因电芯存在安全风险实施召回，而此前国家市场监督管理总局已撤销或暂停了多个充电宝及电芯厂家3C认证。6月 26日，民航局发布紧急通知，自6月28日起禁止旅客携带没有3C标识、3C标识不清晰、被召回型号或批次的充电宝乘坐境内航班，以保障航空 运行安全。3C认证，即"中国强制性产品认证"（China Compulsory Certification），是我国依法实施的强制性市场准入制度。 一时间，充电宝安全性又成为公众关注的问题。你手上的充电宝是否带有3C认证？或许并不为所有人知的是，充电宝所携带的能量很少，但 若事故发生，产生的威力却很大！ 本文来自微信公众号：返朴 （ID：fanpu2019），作者：李存璞（重庆大学化学化工学院教授，中国化学会科普工作委员会委员），原文标 题：《这类充电宝最危险，家家可能都有！》，头图来自：AI生成 随着罗马仕充电宝召回事件的发酵，机场出发层被暂扣的充电宝可能已经比打火机还要多。一时间，充电宝仿佛变成了"小型燃烧弹"，回家检 查自己充电宝是否具有3C认证，或者干脆想办法购买3C认证贴纸（这是违法行为！），成了不少读者看到这一新闻的第一反应。 可是，我们明 ...

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 随着 锂电池 能量密度向 400Wh/kg 乃至更高水平迈进，无人机产业正加速享受锂电池新技术的 红利。 这背后是中国日益增长的工业及物流无人机市场，其对长续航和高可靠性的严苛要求，为先进电池 技术的商业化提供了有力的试验场与支撑。 工业无人机是中国无人机市场中出货占比最大的领域，其 2024 年的市场规模 已 超 1200 亿元 人民币。 其中， 物流无人机作为新兴的细分品类，正经历超过 30% 的年增速，成为增长最快的赛道。 主办单位： 高工锂电、高工产业研究院（GGII） 2025高工新能源新材料产业大会 —— 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） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 中国 成都 邛崃 进入 2025 年， 物流无人机的 发展 进程 进一步 加快。 政策支持是主要驱动力 ， 中国民用航空局已明确支持深圳等地开展低空物流研究试点。此外， 5G通信技术将传输延迟降低至20毫秒以内，也为大规模商业化奠定了技术基础。 无人机在物流领域的应用 ...

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 Viewpoint - The lithium battery cathode sector is undergoing significant changes due to technological advancements, impacting the industry landscape and company strategies [3][4]. Company Developments - Fulin Precision announced a 500 million yuan prepayment from CATL to support its expansion projects, indicating a deepening strategic partnership [3][5]. - Jiangxi Shenghua, a subsidiary of Fulin Precision, is set to produce 75,000 tons of lithium iron phosphate annually by 2025, with CATL committing to purchase at least 140,000 tons annually from 2025 to 2027 [4][5]. - Longpan Technology has secured a contract to supply 152,000 tons of lithium iron phosphate to Eve Energy, with a total contract value exceeding 5 billion yuan [5][6]. - Wanrun New Energy has also signed a significant supply agreement with CATL, committing to deliver approximately 1.32 million tons of lithium iron phosphate from 2025 to 2030, potentially generating around 80 billion yuan in revenue [5][6]. Industry Trends - The price of lithium iron phosphate is closely linked to the prices of raw materials like lithium carbonate, which have been declining, leading to low margins and losses for many companies [3][6]. - High-density lithium iron phosphate products (≥2.6 g/cm³) are in short supply, with only a few manufacturers capable of mass production, indicating a potential supply-demand imbalance [4][7]. - The overall market for lithium iron phosphate is expected to remain weak in the short term, but high-density products may see stable prices due to tight supply [7][8]. Performance Insights - Fulin Precision reported a 71.99% increase in revenue from lithium battery cathode materials in 2024, driven by high-density products achieving full production and sales [6][7]. - Other leading companies in the sector, such as Hunan Youneng and Longpan Technology, have faced declining revenues and profits, highlighting the competitive pressures in the industry [6][7].

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]

Core Insights - Chuangneng New Energy has been actively expanding its supply chain since 2025, with significant partnerships to ensure stable orders and material supply [1][2]. Group 1: Strategic Partnerships - On May 20, Chuangneng signed a strategic cooperation agreement with Jiangsu Ruidefeng, committing to purchase approximately 250 million structural components over the next five years, totaling around 3 billion yuan [1]. - Chuangneng has also established partnerships with multiple companies for lithium iron phosphate cathode materials and lithium battery copper foil, indicating a strong focus on securing supply chains [2]. - The company has entered into agreements with various international partners, including a 1.1 GWh procurement agreement with YN Energy and a 500 MWh agreement with Star Energy Technologies [3]. Group 2: Production Capacity and Technology - Chuangneng's energy storage battery shipments are projected to exceed 20 GWh in 2024, placing it among the top ten globally [2]. - The company has developed its fourth-generation 472Ah large-capacity energy storage battery, which can achieve 15,000 cycles at 35°C and supports various energy storage applications [4]. - The new products are set for mass production in June, with a maximum capacity of 80 GWh [5].

力拓集团是全球最大的矿业公司之一，在铁矿石、铝、铜等资源方面占据了重要的市场份额。近年来， 力拓开始布局锂矿业务。 2021年，力拓宣布以8.25亿美元收购阿根廷Rincon矿业公司项目，2022年3月完成了此次收购。去年12 月，力拓批准出资25亿美元扩建阿根廷的Rincon项目，预计到2028年项目年产量从3000吨提高到6万 吨。 今年3月，力拓集团完成以67亿美元收购阿卡迪姆锂业股份有限公司(Arcadium Lithium)的交易，正式跻 身为全球第三大锂生产商。合并后的力拓锂业板块整合了阿根廷盐湖提锂项目、西澳Mount Cattlin硬岩 锂矿，以及分布在中美日的氢氧化锂产能。公司计划到2028年实现年产20万吨碳酸锂当量。 近两年，碳酸锂价格持续走跌。业内人士表示，受供求关系影响，目前碳酸锂价格仍在筑底。预计2026 年，在高价产能出清之后，供需边际将持续改善；加上需求结构升级、人形机器人等新领域对高能量密 度电池的需求，或将带动碳酸锂价格修复。 矿业巨头力拓5月19日宣布，该公司与智利国家铜业公司将组建合资企业，开发和运营智利马里昆加盐 湖锂项目。该交易预计明年一季度末完成。 根据协议，力拓 ...