年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 放眼全球，目前仅中国的新能源重卡渗透率达到了20%，且增速较快，为扩大版图、抢占先机，头 部主机厂、电池企业、充电桩企业已广泛开启出海布局。 从节奏来看 ，早期中国新能源重卡出海更偏向于整车出海，带动重卡电池出海，而后逐渐拿下海 外重卡品牌的电池订单。 然而，部分国家不允许直接进口整车，且对关税、本地化组装、进口产品的低碳化要求较高。 从场景来看 ，海外矿山、码头、城市配送、干线物流等场景在低碳化要求下对重卡电动化需求较 高，但存在充电桩、换电站配套不成熟的问题。若不解决补能设施的建设问题，很难带动新能源重 卡销量。 从技术来看 ，大电量及超快充是提升新能源重卡运行效率的主要标的，但部分发达国家 ...

Core Viewpoint - The domestic sales of new energy heavy trucks reached approximately 79,000 units in the first half of 2025, marking a year-on-year increase of 185%, nearing the total sales of the previous year [1][3]. Group 1: Market Trends - The electrification of heavy trucks is accelerating, with new energy heavy truck sales hitting a new high and penetration exceeding 20% [2]. - The rapid growth of new energy heavy trucks has driven the corresponding installation of power batteries to approximately 31.7 GWh, a year-on-year increase of 230% [4]. - The sales of battery-swapping heavy trucks reached 25,000 units in the first half of the year, reflecting a year-on-year growth of 141% [14]. Group 2: Technological Innovations - Ultra-fast charging technology is becoming a core focus in the competition for heavy truck electrification, significantly enhancing the sales of charging heavy trucks [5][12]. - The new energy heavy truck battery from Ruipu Lanjun, the 324Ah Pro, has an energy density of 198 Wh/kg and a lifecycle of over 10,000 cycles, making it suitable for demanding operational conditions [10]. - The design of the rear stacking battery pack by Ruipu Lanjun has improved energy capacity to 680 kWh while reducing the height by 16%, enhancing vehicle stability and driver visibility [15][16]. Group 3: Competitive Landscape - Ruipu Lanjun holds a 7.5% market share in battery installations with a total installation volume of 2.38 GWh, showing steady growth compared to the first half of 2024 [5][7]. - The company has secured orders from major clients including SANY, Dongfeng, and Heavy Truck, expanding its customer base to include various manufacturers [8]. - The innovation in battery swapping and the establishment of a robust battery-swapping network are expected to continue driving the growth of new energy heavy truck sales [8].

Core Viewpoint - The recent surge in the release of large electric SUVs is driven by market demand, particularly influenced by the two-child and three-child policies in China, alongside the growing popularity of electric vehicles [5] Group 1: Tesla - Tesla's upcoming large SUV, Model YL, is speculated to be priced around 400,000 RMB, although the official price is not yet released [3] - The vehicle features a three-row, six-seat configuration and is expected to have higher power than the current long-range Model Y, but customer interest appears low due to limited expectations for space [4] - Competitors include all current three-row, six-seat electric SUVs, such as Li Auto's i8 and other new entrants [4] Group 2: Huawei's AITO - The AITO M8 electric version is anticipated to be priced between 370,000 to 460,000 RMB, with a maximum CLTC range exceeding 700 km [8] - The M8 is attracting a younger demographic, around 35 years old, who prioritize space and intelligent driving assistance, with price being the primary concern [10] - The demand for large electric SUVs is bolstered by the success of brands like Tesla and NIO, as well as advancements in charging technology [10] Group 3: Li Auto - Li Auto's i8 is set to be priced between 350,000 to 400,000 RMB, emphasizing fast charging capabilities and spacious interior [13] - The target audience primarily consists of families, particularly those with two or more children, who seek versatile vehicles that can function as both SUVs and MPVs [13] - The release of multiple large SUVs is a response to significant market demand, with manufacturers aiming to enhance brand positioning through higher-priced models [13] Group 4: Ledo - Ledo's L90 is expected to be priced at 279,900 RMB, with a battery-as-a-service (BaaS) option starting at 193,900 RMB [16] - The L90's key selling points include a large front trunk, spacious interior, low energy consumption, and battery swapping capabilities [16] - The target market includes families, particularly those with children, who prioritize space, range, and convenient energy replenishment [16] Group 5: Zeekr - Zeekr's large SUV, the 9X, is projected to be priced above 450,000 RMB, featuring a super hybrid system and advanced technology [20] - The vehicle is designed for high-net-worth individuals and urban elites who have a unique pursuit of performance and technology [20] - The current market for full-size electric SUVs is relatively untapped, presenting an opportunity for early entrants to establish a strong market presence [20]

Core Insights - Xiaomi's second mass-produced vehicle, the YU7, has officially begun delivery to its first batch of owners, showcasing the company's commitment to customer service through personal interactions by CEO Lei Jun [1][3] - The YU7, launched on June 26, 2025, is priced between 253,500 to 329,900 yuan, featuring high-end configurations that blend technology and comfort [5] - The vehicle boasts impressive performance metrics, including a range of 835 kilometers and a 0-100 km/h acceleration time of just 3.6 seconds, positioning it competitively in the high-end SUV market [7] Product Details - The YU7 is Xiaomi's first mid-to-large SUV, maintaining the design language of the Xiaomi automotive family, and includes features such as a panoramic display, variable damping, lidar, and luxury electric seats [5] - The vehicle is powered by an 800V silicon carbide high-voltage platform and V6s Plus motor, supporting ultra-fast charging that allows for 300 kilometers of range in just 10 minutes [7] Market Performance - The YU7 has seen strong market demand, with over 200,000 pre-orders within three minutes of its launch and nearly 289,000 orders within the first hour, setting a new record in the mid-to-high-end SUV segment [7] - Xiaomi's Beijing factory has reached full operational capacity, achieving a monthly production capacity of over 20,000 units, ensuring the supply for subsequent YU7 deliveries [7]

Core Viewpoint - The article highlights the diversified business structure of XINWANDA, with consumer batteries accounting for 54.27%, power batteries 27.02%, and energy storage 3.37% in 2024, but notes its weak profitability, with a net profit margin of only 3.14% in Q1 2025 [1][3]. Industry Status and XINWANDA IPO Background - The global lithium battery market is experiencing continuous growth, with global new energy vehicle sales expected to reach 18.236 million units in 2024, a year-on-year increase of 24.4% [2]. - China is a core market, with power battery installation volume reaching 548.4 GWh, up 41.5% year-on-year [2]. - The industry is highly concentrated, with CATL and BYD accounting for over 70% market share, while XINWANDA holds a 2.89% domestic market share and ranks tenth globally [3]. Product Competitiveness and Technology Route - XINWANDA adopts a differentiated competition strategy but is lagging in the research and development of all-solid-state batteries, with mass production expected only in 2026 [4]. - R&D investment has increased to 3.33 billion yuan in 2024, but remains insufficient compared to industry giants like CATL [4]. Market Performance and Financial Risks - XINWANDA faces several core challenges: - Leading in HEV hybrid battery installation, supplying major automakers like Volkswagen and Nissan [5]. - Advanced ultra-fast charging technology, with flash charging batteries supporting 150 km range in just one minute, leading the industry by two years [5]. - Energy storage batteries with 314Ah cells capable of over 12,000 cycles and a lifespan of 20 years [5]. - Market share is declining, with a 0.22 percentage point decrease in domestic market share from 2023 to 2024 [6]. - Profitability is weak, with the power battery business experiencing long-term losses, reporting a net loss of 144 million yuan in 2023 [6]. - Cash flow pressure is evident, with construction projects exceeding 20 billion yuan and short-term liabilities accounting for 65% of total liabilities [6]. Peer Comparison Analysis - XINWANDA's core advantages include being the leader in HEV batteries and having advanced ultra-fast charging technology, with a global market share of 30% in consumer batteries [7]. - However, it faces significant gaps compared to competitors: - CATL has a global market share of 38% and a gross margin of 27%, benefiting from scale and cost control [7]. - BYD has a self-supply rate exceeding 90% and a net profit margin of 5%, while XINWANDA lacks stable customers [7]. - EVE Energy leads in energy storage with 50.45 GWh shipped and a gross margin of 15%, while XINWANDA's energy storage business is relatively small [7].

大圆柱是当前快充电池设计的最优解 2025 年，被普遍视为超快充技术规模化应用的"爆发元年"。超快充成为主流车企、电池厂比拼的重点。 5C 及以上超快充技术正成为主流新 车型的标配，多家头部电池企业均在 5C 及以上的超快充电池领域有所布局。 同时，新兴场景包括低空经济、人形机器人等对电池提出更高倍率、高安全、高比能这 "三高"要求，特别是传统电池的倍率相对较低，难以满 足高强度、高频率的使用需求。 随着生产工艺和产业链协同进步， 46 大圆柱电池应用边界不断拓宽，大规模量产脚步渐进。 起点锂电数据统计， 2024 年全球圆柱出货量达 146.1 亿只，同比增幅超过 10.9% 。其中，大圆柱型号增速超过 50% ， 46 系列大圆柱 开始从新能源汽车向更多场景渗透。 进入 2025 年，产业链上下游释放的信号更加明确。从新能源汽车到储能，从轻型动力到新兴应用市场（人型机器人、 eVTOL 、 AI 数据中 心 BBU 等领域），都给大圆柱电池市场化应用打开了可观的增量空间。 大圆柱电池的产业化大幕已经拉开，新赛道吸引产业链诸多企业悄然备战。起点锂电认为，大圆柱电池市场需求空间足够广阔，但多元化市场 需求呼唤 ...

Core Viewpoint - The article highlights the advancements in ultra-fast charging technology by JuWan Technology, emphasizing its potential to revolutionize the electric vehicle (EV) industry and make ultra-fast charging a standard feature within five years [6][5]. Group 1: Ultra-Fast Charging Technology - JuWan Technology demonstrated a charging session where a 2022 AION V Plus vehicle charged from 5% to 78% in just 3 minutes and 58 seconds, achieving an average charging rate of 8.8C [3][5]. - The company aims to make ultra-fast charging as common as automatic transmission in vehicles, predicting full market penetration within five years [6]. - JuWan's president, Pei Feng, emphasized the importance of average charging rates over peak rates, comparing it to a steady running pace versus a sprint [8]. Group 2: Regulatory Changes and Safety Standards - New national standards for high-power charging will be implemented by the end of 2024, increasing the current limit from 250A to 800A and the voltage limit from 1000V to 1500V [8]. - The Ministry of Industry and Information Technology will release stringent safety requirements for electric vehicle batteries by March 2025, mandating that batteries must not catch fire or explode under specific conditions [8]. Group 3: Product Development and Market Position - JuWan Technology is developing a competitive XFC ultra-fast charging battery, which is expected to be mass-produced soon [9]. - The company has demonstrated that its batteries, with software updates, can outperform competitors' products, showcasing a significant performance leap [10]. - JuWan's batteries have shown impressive longevity, with one battery pack exceeding 310,000 kilometers of use and a degradation of less than 5% [10]. Group 4: Future Innovations - JuWan Technology is investing in next-generation solid-state batteries, aiming for energy densities of up to 450Wh/kg and charging rates of 6C [14]. - The company has received national project support for the development and industrialization of solid-state battery technology, with expectations for breakthroughs in ultra-fast charging and high energy density within 3-5 years [14].

Group 1 - The core viewpoint of the article highlights that Guangzhou JuWan Technology Co., Ltd. has successfully completed the first public test of the new national standard for ultra-fast charging batteries, showcasing significant performance improvements in their mass-produced products after software updates [1][2]. - The new national standard, set to be released by the end of 2024, raises the current limits for charging interfaces, increasing the current limit from 250A to 800A and the voltage limit from 1000V to 1500V, which aims to ensure safety, cost-effectiveness, and energy efficiency [1][3]. - JuWan Technology's XFC ultra-fast charging battery can charge from 5% to 63% state of charge (SOC) in just 3 minutes and 58 seconds, which is 62 seconds faster than the claimed time of competitors' products, demonstrating a competitive edge in the market [2]. Group 2 - The president of JuWan Technology, Pei Feng, believes that ultra-fast charging will become a standard feature in electric vehicles, similar to the transition from manual to automatic transmissions, indicating a shift towards a "no ultra-fast charging, no electric vehicle" era [3]. - JuWan Technology emphasizes the importance of integrating scene requirements into product development, aiming to create high-standard technology that delivers exceptional hardware performance [3]. - The company is focused on developing more competitive XFC ultra-fast charging battery products, which are expected to be mass-produced and launched soon, with the goal of achieving "technological equality and sharing the beauty of technology" [3].

Core Viewpoint - 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 aims to enhance safety, cost-effectiveness, and energy efficiency in charging infrastructure [1]. Group 1: Industry Developments - The new charging standard allows for compatibility between old and new interfaces, preventing significant cost increases in component upgrades due to higher current levels [1]. - The first public test of the new charging standard showcased the performance of Giant Bay Technology's XFC ultra-fast charging battery, which charged from 5% to 63% SOC in just 3 minutes and 58 seconds, outperforming competitors [3]. - Giant Bay Technology's ultra-fast charging products are positioned as mature and ready for mass production, with software updates enabling significant performance enhancements [6]. Group 2: Technological Advancements - The XFC ultra-fast charging battery emphasizes constant and sustainable charging power rather than peak power, achieving an average charging rate of 8.8C while maintaining a peak capability of 16C [7]. - The battery's design allows for a long lifespan, with over 3000 charge cycles and minimal degradation, ensuring reliable performance over time [7]. - Giant Bay Technology is advancing high-end production capacity for ultra-fast charging batteries, with full-scale production expected by 2024 [8]. Group 3: Market Positioning - The company aims to democratize ultra-fast charging technology, making it accessible across various electric vehicle models at a cost only about 5% higher than standard batteries [9]. - Predictions indicate that ultra-fast charging vehicles could achieve over 50% market penetration within five years, potentially reaching 70% [10]. - Giant Bay Technology is also developing next-generation solid-state battery technology, targeting energy densities of 450Wh/kg and charging rates of 6C, with significant government project support [12].

摘要 宁德时代麒麟电池：首款通过动力电池安全新国标的超快充电池。 导语： 中国动力电池安全新国标的落地，恰逢超快 充技术 加速普及，正为这场关乎速度与安全的竞赛设定新的基准。 电动汽车对更高能量密度与更快充电速度的追求，正将动力电池的安全与寿命推向新的挑战临界点。 但 背后是严峻的技术挑战：高倍率充电会显著加剧电池内部的物理化学反应，如负极析锂、过热效应以及材料结构应力等，这些都可能导致 电池 性 能衰减甚至引发安全事故。 可以说 ，缺乏严格安全标准约束的技术普及， 可能带来隐患。 在此背景下，中国动力电池安全标准体系迎来关键升级。 今年 3 月 ，新版强制性国家标准 GB 38031-2025 《电动汽车用动力蓄电池安全要求》正 式发布，对电池安全提出了更严苛的要求，尤其针对快速充电场景。 宁德时代 则于日前宣布，其搭载 先进 NP （无热扩散）技术 的麒麟电池产品，已率先通过该新国标的严苛测试 ，成为 业内首款获得 检测报告 的高 倍率快充电池 。 这一里程碑不仅为超充技术的安全普及铺平道路，也凸显了宁德时代超越单纯技术竞争，致力于通过极致安全和全生命周期管理，实现电池资产化、引 领行业价值竞争的战略雄心 ...