每经记者｜黄鑫磊 每经编辑｜文多 到充电站给新能源车充电已成为不少人每周必有一次的经历，但一个充电桩上贴着五六个二维码、充电 花15元要先充值30元、手机操作流程繁琐等现状，给车主造成了不好的充电体验。应该如何解决这些问 题？ 当天，在接受《每日经济新闻》等媒体记者采访时，赵昱辉表示，《技术要求》首先是对国家政策的积 极响应，也是瞄准了行业"无标可循、野蛮生长"的痛点。 9月17日，浙江极氪智能科技有限公司副总裁、浙江浩瀚能源科技有限公司首席执行官赵昱辉在"2025世 界储能大会"上发表了一项标准化研究成果——《800V电压平台电动汽车超充站技术要求》（以下简称 《技术要求》）。 充电行业仍处于"战国时代" 谈到《技术要求》的发布背景，赵昱辉说："今年多个部委联合发布大功率充电指导意见，这是国家绿 色能源战略的重要基础，而大功率充电是解决新能源车里程焦虑的核心方案。"在他看来，随着电池能 量密度提升与续航里程优化，补能时间的缩短成为提升用户体验的关键，相关标准制定因此具备重要价 值。 解决行业乱象是另一动因。赵昱辉称，随着新能源车存量快速增长，补能已成为高频刚需。但当前充电 行业仍处于"战国时代"，缺乏统一标 ...

Investment Rating - The report maintains a recommendation for the industry, indicating a positive outlook for the sector [3][4]. Core Insights - The lithium battery production is expected to grow by over 15% quarter-on-quarter by Q3 2025, driven by strong downstream demand [2]. - The lithium separator industry is anticipated to reach a price turning point due to recent agreements among companies to avoid below-cost sales and unnecessary capacity expansion [8][17]. - The head companies in the separator industry are experiencing tight capacity, with the top two companies operating at full capacity, leading to a balanced supply-demand situation [8][17]. - The global energy storage market is witnessing significant growth, with a 106% year-on-year increase in global energy storage cell shipments in the first half of 2025 [24]. - The report highlights the increasing performance requirements for separators, particularly in fast-charging applications and energy storage systems, which may lead to a higher market concentration [28]. Summary by Sections Industry Scale - The industry comprises 300 listed companies with a total market capitalization of 621.54 billion [4]. Key Companies and Financial Metrics - Key companies include Enjie Technology, Xingyuan Material, China National Materials, and Fospower Technology, with varying earnings per share (EPS) and price-to-earnings (PE) ratios [4]. Separator Industry Dynamics - The separator industry is currently facing widespread losses, with only a few companies like Xingyuan Material remaining profitable [8]. - The industry has reached a consensus to avoid price wars and unnecessary capacity expansion, which is expected to stabilize prices [17]. Downstream Demand - The energy storage sector is experiencing unexpected demand growth, with significant increases in orders and shipments [24][25]. - The domestic market is transitioning from policy-driven to market-driven growth, enhancing the overall demand for energy storage solutions [25][26]. Performance Requirements and Innovations - The report notes that the demand for high-quality separators is increasing due to safety and performance requirements in fast-charging and energy storage applications [28]. - Companies are actively exploring new technologies and markets, such as solid-state batteries and semiconductor materials, to diversify their offerings and mitigate risks from slowing lithium battery demand [29].

Core Viewpoint - The discussion around charging practices for electric vehicles (EVs) highlights the need for improved charging efficiency and resource allocation in the industry, particularly in response to the growing issue of charging queue times at service stations [1][2][3] Group 1: Charging Practices and User Behavior - The CEO of Lantu Motors, Lu Fang, advocates for users to vacate charging stations after reaching 80% charge to alleviate congestion, suggesting a tiered fee for prolonged occupancy [1] - NIO's senior vice president, Shen Fei, counters that users may need to charge beyond 80% and that interrupting users during meals could negatively impact their experience [1] - The industry recognizes the long-standing issue of charging queues, especially at high-speed charging stations, and emphasizes the need for both user behavior changes and improved management mechanisms [1] Group 2: Industry Solutions and Technological Advancements - The industry is exploring two main solutions: ultra-fast charging and battery swapping, with battery swapping currently limited by high costs and standardization issues [1][2] - Ultra-fast charging, exemplified by Lantu's 5C ultra-fast charging and 800V high-voltage platform, can provide significant charging efficiency, enabling over 100 kilometers of range in just 5 minutes [1][2] - As of July 2025, there are 62,000 charging stations on national highways, with a coverage rate of 98.4%, indicating rapid infrastructure expansion [2] Group 3: Future Trends and Industry Consensus - The consensus in the industry is shifting towards ultra-fast charging as a mainstream solution due to its open and inclusive nature, which addresses a wide range of user needs [3] - The future of energy replenishment is seen as maximizing the value of every kilowatt-hour in an open network rather than relying on closed ecosystems [3] - Lantu plans to expand its 800V and 5C technology to more vehicle models in the latter half of the year, enhancing user convenience [2]

Core Insights - The 2025 Beijing International Charging and Swapping Exhibition showcased Haohan Energy's core energy replenishment products for the first time, highlighting its innovations in product technology, network construction, smart experiences, and ecosystem development [1][3][10] - Haohan Energy was awarded the title of "2025 Supercharging Network Pioneer" at the event, reflecting its leadership in the ultra-fast charging sector [1][10] Product Innovations - Haohan Energy presented several innovative products, including the V4 Extreme Charging Megawatt Pile, G Series Liquid-Cooled Supercharging Pile, and Power Capsule, which provide high-efficiency energy replenishment solutions [3][5] - The V4 Extreme Charging Megawatt Pile features a peak power of 1.3 MW and a peak current of 1300 A, marking a significant advancement in the industry [5] - The Power Capsule offers four functionalities: home charging, vehicle charging, outdoor discharging, and V2V energy replenishment, attracting significant attention at the exhibition [5][10] Strategic Vision - Haohan Energy aims to create a comprehensive charging network for all brands under Geely Holding Group, as well as for the broader community of electric vehicle users, ensuring full-scene energy replenishment services [6][8] - The company is committed to enhancing the user experience by exceeding traditional fuel vehicle refueling speeds, positioning "quality energy replenishment" as a fundamental right for every new energy user [8][10] Industry Impact - The exhibition highlighted Haohan Energy's robust technical reserves and innovative capabilities, contributing new ideas to the development of the energy replenishment industry [10][12] - Haohan Energy's "Extreme Smart Charging" project won second place in the "2025 Charging and Swapping Network Technology Innovation Competition," showcasing its advanced solutions for automated charging experiences [12] - Currently, Haohan Energy operates over 1,100 ultra-fast charging stations and nearly 5,000 charging piles nationwide, with plans to establish 3,000 self-built stations and 15,000 charging piles by 2027 [13]

Industry Overview - The demand for electric vehicle (EV) charging infrastructure remains high, with a goal set by the National Development and Reform Commission and the National Energy Administration to establish over 100,000 high-power charging facilities by the end of 2027 [1] - Li Auto has announced the completion of its "Nine Vertical and Nine Horizontal" high-speed supercharging network, totaling 959 stations, while Xpeng Motors plans to build 3,000 super-fast charging stations by the end of 2025 [1][3] Company Insights - Guangzhou Jiuwan Technology Co., Ltd. (Jiuwan Technology) focuses on ultra-fast charging batteries and is the first company to mass-produce batteries that can charge in under ten minutes [3] - Jiuwan Technology's president, Pei Feng, predicts that the penetration rate of ultra-fast charging will exceed 10% this year and reach 60%-70% by 2030, aligning with the development curve of new energy vehicles [4] Technology Development - The ultra-fast charging technology is expected to evolve alongside battery development, with four key trends identified: energy density improvement, cost reduction, ultra-fast charging advancements, and solid-state battery development [4] - Jiuwan Technology's ultra-fast charging battery can charge from 5% to 63% in just 3 minutes and 58 seconds, achieving an average charging rate of 8.8C [5] Market Dynamics - The company emphasizes that 80% of charging scenarios will be public ultra-fast charging, with only 20% being home charging due to limited access to charging infrastructure [5][8] - Jiuwan Technology advocates for a charging station model similar to gas stations, suggesting that automakers should not build their own charging stations but rather utilize third-party resources [8][10] Future Prospects - Jiuwan Technology is also exploring solid-state batteries, which have a higher energy density but face challenges in achieving ultra-fast charging capabilities [12][14] - The company has applied for a patent for a new type of all-solid-state battery that aims to overcome traditional performance issues [13]

Core Viewpoint - The article highlights the upcoming 2025 Fifth Electric Two-Wheeler Battery Swap Conference and Lightweight Power Battery Technology Summit, focusing on advancements in two-wheeler vehicles and battery technologies, including lithium and sodium batteries, fast charging, and new materials [1]. Industry Overview - The conference will take place on July 11 at the Dingshi Road International Hotel in Bao'an, Shenzhen, and will gather over 300 key enterprises in the two-wheeler battery swap and battery sectors, with more than 600 executives participating [1]. - The event aims to facilitate in-depth discussions and exchanges on industry development and technological innovations [1]. Company Participation - Notable companies confirmed to participate include: - Ningbo Shangwen Technology Group as a key sponsor [1]. - Yadea Technology Group, sharing insights on battery swap trends and applications [4]. - Tailin Group, discussing the smartization of electric two-wheelers and new trends in overseas development [4]. - New Day Co., Ltd., focusing on the application and future development of lithium and sodium batteries in the motorcycle industry [4]. - Multiple other companies will present on various topics related to battery technology and safety solutions [4]. Support and Sponsorship - Several companies are highlighted as key supporters of the conference, including: - Times Rui Xiang, Noda Wisdom, Youdan Technology, and others, indicating strong industry backing for the event [4].

Core Viewpoint - The article emphasizes the expanding application boundaries of 46 large cylindrical batteries, with significant growth expected in various sectors, particularly in electric vehicles and energy storage, driven by advancements in production technology and industry collaboration [1][2][4]. Group 1: Market Growth and Demand - Global shipments of cylindrical batteries are projected to reach 14.61 billion units in 2024, with a year-on-year growth rate exceeding 10.9%, and large cylindrical models experiencing growth rates over 50% [1]. - By 2025, the market for large cylindrical batteries is expected to expand significantly across various applications, including electric vehicles, energy storage, and emerging markets such as humanoid robots and AI data centers [1][2]. - The demand for high-rate batteries is anticipated to increase, with high-rate batteries expected to account for 30% of drone costs and 15% of eVTOL costs, indicating a pressing need for their development [7]. Group 2: Technological Innovations - Lihua Power has introduced a star product, the ultra-high rate 46 series large cylindrical battery, which addresses fast charging concerns in the new energy sector [7]. - The innovative all-pathless ear structure developed by Lihua Power effectively resolves current bottlenecks, achieving a continuous discharge capability of up to 50C, which is a leading performance indicator in the industry [7][10]. - The new national standards have introduced safety testing requirements for fast charging, prompting Lihua Power to enhance safety features while maintaining high rate capabilities [10]. Group 3: Competitive Landscape - Lihua Power has gained attention in the industry due to its market insights and innovative product designs, positioning itself as a key player among large cylindrical battery brands [4]. - The company has established a product matrix for the 46 series large cylindrical batteries, covering various systems and models, and aims to meet the safety requirements of new national standards [20]. - With the full-scale production line launched in June, Lihua Power is set to lead the application of large cylindrical batteries in the industry, providing a reference model for others [20]. Group 4: Energy Storage Applications - Large cylindrical batteries are gaining traction in small and medium energy storage scenarios due to their flexibility and cost-effectiveness compared to square and soft-pack batteries [12]. - The transition from small cylindrical batteries to larger cylindrical batteries is accelerating, with predictions indicating that shipments in portable and household energy storage could reach 100GWh by 2030 [12][14]. - The demand for high-rate batteries in data centers is expected to grow, with large cylindrical batteries becoming the preferred choice for high-rate energy storage applications [12].

Core Viewpoint - The article discusses the advancements in fast-charging battery technology, particularly focusing on the unique approach taken by JuWan Technology, which emphasizes average charging rates over peak rates, aiming for stability and longevity in battery performance [1][4][6]. Group 1: Industry Developments - The new national standard for high-power charging will be fully implemented by the end of 2024, increasing the current limit from 250A to 800A and the voltage limit from 1000V to 1500V, which enhances safety and compatibility with existing charging interfaces [3]. - JuWan Technology's XFC ultra-fast charging battery was tested with the 2022 AION V Plus model, achieving a charging time of only 3 minutes and 58 seconds from 5% to 63% SOC, which is 62 seconds faster than the claimed time for megawatt flash charging [3]. Group 2: Company Innovations - JuWan Technology's president, Pei Feng, highlighted that the new charging standard allows the company to unlock the full potential of its battery technology with just a software update, showcasing the battery's unique advantages [4]. - The XFC ultra-fast charging battery maintains an average charging rate of 8.8C during tests, with a peak capability of 16C, focusing on the stability and sustainability of the charging process [4][6]. - The company emphasizes the importance of battery lifespan and reliability, achieving a cycle count of up to 3000 for the XFC ultra-fast charging battery under normal temperature conditions, with minimal performance degradation [6]. Group 3: Future Outlook - JuWan Technology is actively pursuing next-generation battery technologies, including solid-state batteries, with the goal of achieving breakthroughs in both ultra-fast charging and solid-state technology within the next 3 to 5 years [8]. - The company aims to make ultra-fast charging a standard feature for electric vehicles, aligning with the vision of making charging as quick as refueling and batteries as lightweight as fuel tanks [8].