上半年，公司产品的下游两大市场依然保持快速增长 。 2025 年上半年中国动力电池出货量同比增长 49% 。其中，磷酸铁锂动力电池出货 量占比较高， 约 78% ， 同比增长 68% ，主要受海外车企切换磷酸铁锂电池及国内新能源汽车销量增长推动 ；储能市场受政策驱动和需求 增长影响，连续两个季度同比增速超 120% 。 作为国内磷酸铁锂正极材料龙头，湖南裕能充分受益， 公司订单量大幅增加， 磷酸盐正极材料出货量达到 48 万吨， 同比增长 55.38% ， 产品市场占有率自 2020 年开始连续多年稳居行业之首。 同时，受新能源汽车和储能市场双重驱动，磷酸铁锂动力电池对高压实密度材料的需求呈现快速增长趋势。 上半年，湖南裕能 CN-5 系列、 YN-9 系列等新产品（高压实）销量进一步增长， 合计销售约 19.34 万吨， 在公司产品销量占比中达到约 40% ， 有效满足下游客户对快 充、大容量、长循环、高安全电池等应用需求。 客户包括宁德时代、比亚迪等头部电池厂。 股东信息显示，目前宁德时代拥有湖南裕能 7.9% 的股份，为公司第三大股东。 2025 年上半 年，湖南裕能向宁德时代销售商品金额达 45.8 ...

Group 1 - The event "2025 Fifth Battery Swap Conference and Lightweight Power Battery Technology Summit Forum" will take place on July 10-11, 2025, in Shenzhen, focusing on battery swapping technology for two-wheeled vehicles [2] - Toyota Tsusho Corporation announced an investment of $110 million in SK Nexilis, a subsidiary of SK Group, to secure high-quality copper foil for automotive battery production [2][3] - SK Nexilis, a leading supplier of high-end battery copper foil, aims to achieve an annual production capacity of approximately 250,000 tons by 2025, targeting a global market share of over 35% [3] Group 2 - Cangzhou Zhongfu New Energy Materials Co., Ltd. specializes in the research and production of gel polymer electrolyte membranes, with a registered capital of 264 million yuan [4] - The company has developed the "Seraph" gel polymer electrolyte membrane, which utilizes a unique in-situ solidification technology to enhance battery safety and performance [4][6] - The four core technological advantages of the Seraph membrane include seamless production line compatibility, chemical stability, inherent flame retardancy, and scalability, contributing to long-term safety in battery applications [5][6]