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高工固态电池峰会 | 批量交付路试开始 半固态2025突围
高工锂电· 2025-06-01 11:38
Group 1 - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [1][2] - The event is organized by GGII and sponsored by Zhongna Energy [2] - The 2025 Solid-State Battery Technology and Application Summit will take place on June 10, 2025, also at the Shangri-La Hotel in Suzhou [3] Group 2 - The Solid-State Battery Summit is organized by GGII and sponsored by Liyuanheng [3]
璞泰来固态电池领域再签合作
高工锂电· 2025-04-29 11:00
6月会议预告 2025高工钠电 产业峰会 主办单位: 高工钠电、高工产业研究院(GGII) 总冠名: 众钠能源 会议时间: 6月9日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 2025高工固态电池 技术与应用峰会 主办单位: 高工锂电、高工储能、高工产业研究院(GGII) 总冠名: 利元亨 会议时间: 6月10日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 4 月 24 日,璞泰来与 Blue Solutions 签署《联合开发协议》,双方将整合各自优势资源,探索固态电池材料与装备的"最优解"。 璞泰来作为国内锂电材料与设备的综合服务商,在粘结剂、活性材料、集流体等关键部件领域拥有成熟的供应链和技术储备。 而 Blue Solutions 自 2011 年起专注于固态电池研发,其锂金属负极技术与固态电解质体系已实现商业化应用。 此次合作中,璞泰来将向 Blue Solutions 供应定制化材料,并开发适配固态电池生产的专用设备; Blue Solutions 则提供固态电池工艺经验,双方 联合升级产线设备,目标直指"国际一流制造水平"。 协议明确,双方将针对第四代固态锂金属 ...
宁德发布快充、钠电等新品,看好新技术线条
HTSC· 2025-04-27 02:00
Investment Rating - The report maintains a "Buy" rating for Ningde Times (300750 CH) with a target price of 314.49 CNY and for Fulin Precision (300432 CH) with a target price of 36.01 CNY [10][22]. Core Insights - Ningde Times launched three core technologies during its Technology Day on April 21, including an upgraded fast-charging battery, sodium-ion battery brand "Sodium New," and multi-core technology. The second-generation Shenxing battery can provide a range of 800 kilometers and charge for 5 minutes to achieve 520 kilometers of range. The sodium-ion batteries are set to enter mass production in December and June for passenger vehicles and heavy-duty trucks, respectively. The report suggests that advancements in the sodium battery industry are worth monitoring as product maturity increases, potentially accelerating large-scale deployment [1][12][23]. Sub-industry Summary - **New Energy Vehicles**: Positive outlook on new technologies following Ningde's product launches [2]. - **Energy Storage**: Continued optimism for household storage inverter segments with limited exposure to the U.S. market [16]. - **Photovoltaics**: The final ruling on anti-dumping measures in Southeast Asia has led to increased tax rates, impacting the economic viability of production in these regions [18]. - **Wind Power**: The UK plans to invest 300 million GBP (approximately 29.07 billion CNY) to strengthen its domestic supply chain for offshore wind power [20]. - **Industrial Control**: Attention on recovery opportunities in the robotics sector [15]. Key Companies and Developments - **Ningde Times**: Maintains its leading position in the battery industry and continues to expand its business footprint [3]. - **Fulin Precision**: A leader in high-pressure lithium iron phosphate batteries, expanding its robotics business [3].
日本车企倒向中国电池企业
高工锂电· 2025-04-24 10:33
Core Viewpoint - Japanese automotive companies are increasingly seeking collaboration with Chinese battery manufacturers as they accelerate their electrification efforts, marking a shift in their previously dismissive attitude towards electric vehicles [3][4]. Group 1: Industry Trends - Japanese automakers, traditionally skeptical about electrification, are now partnering with Chinese battery firms, as seen with Honda's collaboration with CATL and Toyota's establishment of a Lexus electric vehicle and battery R&D company in Shanghai [3][4]. - The penetration rate of pure electric vehicles in Japan is below 5%, lagging behind Europe and the US, indicating a slow adoption of electric vehicle technology [4]. - The global market share of Japanese battery companies, particularly Panasonic, is declining, with its share dropping to 3.9% in early 2023, down 1.6 percentage points from the previous year [5]. Group 2: Market Dynamics - The shift in Japanese automakers' strategy reflects a broader trend where foreign companies are increasingly looking to collaborate with China's electric vehicle supply chain, indicating a change in the competitive landscape [5]. - The success of China's electric vehicle market and the global adoption of lithium iron phosphate technology are influencing Japanese companies to soften their stance on electric vehicles [4].
钠电英雄贴——破界·共生·突破 下一代新能源主战场
起点锂电· 2025-03-27 04:03
钠电 英雄 贴 ——破界·共生· 突破 下一代 新 能源 主 战场 【 钠电发展 大势所趋】 锂资源卡脖子?储能成本居高不下? 钠离子电池—— 资源之王 (钠储量≈锂的420倍)、 成本杀手 (理论成本低30%)、 安全卫士 (热失控风险极低),正在撕开万亿级能源革命的缺口! 202 5,钠电产业化 "真" 元年已至! 谁主技术高地?谁抢跑市场蓝海?谁定义下一代能源规则? 答案在此——3.28 号深圳 钠电领袖峰会 :第七届起点钠电论坛暨全球钠电排行榜发布会, 只等一个你! 【五大必来理由】 1.巅峰对话:钠电江湖"华山论剑" 2.硬核数据:首曝钠电产业全景图谱 3.钱景无限:百亿资本现场"猎钠" · 思维碰撞 : 钠电池龙 头 同台激辩 "钠电VS锂电终极战局"; · 技术 探讨 : 正极材料龙头 揭秘 层状氧化物 /普鲁士蓝/聚阴离子 三大路线生死竞速; · 极致降本 : 产业链上下游 解读 "钠电上车"时间表与供应链重构策略。 · 发布 《 2025 钠电全产业链地图》 (涵盖 钠离子电芯 、 正极材料、负极材料、电解液 等核心 环节出货量 数据); · 揭晓 钠电度电成本突破 0.3元 的颠覆性技术路 ...