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超760亿!20家锂电企业“落子”东南亚
起点锂电· 2025-07-04 10:33
倒计时7天 2025第五届起点两轮车换电大会 暨轻型动力电池技术高峰论坛 活动主题: 换电之城 智慧两轮 主办单位: 起点锂电、起点钠电、起点两轮车及换电 活动时间: 2025年7月11日 活动地点: 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位: 小哈换电/ 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新 能源/多氟多/博力威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/亮见钠电/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜 能源/兆科动力/小安科技/先导智能/鑫晟达/精锐精密等 面对国内日益内卷的竞争环境以及全球地缘政治形势,中国锂电产业链协同 "出海"进一步走向深水区。 2025 年, 锂电企业出海 进度 进 一步刷新,东南亚成为布局的重点市场,正形成 "材料 - 电芯 - 模组 - 整车"全产业链布局。 6 月 29 日,宁德时代在印尼的合资电池工厂项目正式开工。 该项目由宁德时代旗下的宁波普勤时代有限公司与印尼两家国有控股企业安塔姆、印尼电池公司共同投资建设,总投资 59 亿 ...
固态电池概念局部异动,国际大会将召开!电池50ETF(159796)探底回升, 锂电大厂接连南下,亿纬锂能赴港上市,全球化布局加速?
Xin Lang Cai Jing· 2025-06-12 06:22
Core Viewpoint - The article discusses the ongoing trends in the lithium battery industry, highlighting the acceleration of Chinese battery manufacturers' global expansion and the positive outlook for supply and demand dynamics in the sector [3][5][6]. Group 1: Industry Trends - The "5th China International Solid-State Battery Technology Conference and 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition" is scheduled for June 19-20 in Hefei [3]. - Major lithium battery manufacturers are increasingly pursuing overseas expansion as a strategy to address domestic overcapacity, with Hong Kong listings being a significant step in this direction [3][5]. - The recent listing of CATL on the Hong Kong Stock Exchange raised HKD 40.76 billion, marking a rapid completion of the process in just 128 days [3]. Group 2: Company Developments - EVE Energy announced plans to issue H-shares and list on the Hong Kong Stock Exchange, aiming to enhance its global strategy and fund overseas factory construction [3]. - The article notes that if EVE Energy successfully completes its IPO, it will become the second lithium battery company to achieve dual listing in A+H shares [3]. Group 3: Market Performance - As of June 12, 2025, the Battery 50 ETF index experienced fluctuations, with solid-state battery stocks showing significant gains, while major players like Sunshine Power and CATL saw slight declines [4]. - The lithium battery production in June is projected to increase, with a 2.9% month-on-month rise in battery production and notable increases in other components such as cathodes and electrolytes [5][6]. Group 4: Long-term Outlook - The long-term outlook for the battery sector is positive, with expectations of improved supply-demand dynamics driven by increasing domestic and international demand for new energy vehicles and energy storage solutions [6]. - The supply side is expected to see a slowdown in new capacity releases, leading to higher utilization rates and improved profitability for leading battery manufacturers [6].