电池制造

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大手笔!亿纬锂能86.54亿扩产!
鑫椤锂电· 2025-06-30 07:59
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ -广告- 本文来源:企业公告 项目投资总额 :不超过人民币865,377.96万元(最终投资金额以项目建设实际投入为准) 资金来源 :自有资金、发行股票募集资金及/或自筹资金(包括但不限于银行贷款、其他金融机构融资等 方式) 项目建设期 :项目建设期不超过2.5年,最终以实际建设情况为准。 项目建设规模 :项目建设用地规模约为48.4万平方米,最终以实际用地面积情况为准。 2025(第三届)中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 亿纬锂能 6月27日晚间公告,公司全资孙公司EVE ENERGY STORAGE MALAYSIA SDN.BHD.(简 称"亿纬储能马来西亚")拟以自有资金、发行股票募集资金及/或自筹资金投资建设新型储能电池项目, 投资金额不超过86.54亿元。 项目名 称 :马来西亚高安全、高可靠、长寿命新型储能项目 项目内容 :本项目依托国内制造优势及运营经验拟于马来西亚吉打州扩建一个储能生产基地 项目选址 :马来西亚吉打州居林市 END ...
铅半年报:供应或有阶段性短缺,铅价维持宽幅震荡
Yin He Qi Huo· 2025-06-30 06:26
| 第一部分 前言概要 | | 2 | | --- | --- | --- | | 【行情回顾】 | | 2 | | 【市场展望】 | | 2 | | 【策略推荐】 | | 2 | | 第二部分 | 基本面情况 | 4 | | 一、 原料端 | | 4 | | 二、 冶炼端 | | 7 | | 三、 需求端 | | 13 | | 第三部分 | | 后市展望及策略推荐 18 | 有色板块研发报告 铅半年报 2025 年 6 月 30 日 供应或有阶段性短缺,铅价维持宽幅震荡 第一部分 前言概要 【行情回顾】 1 月 2 日开盘至 6 月 28 日 01:00 收盘,沪铅加权涨 2.39%,伦铅涨 4.61%。去年年底至 1 月中旬,国内原生铅冶炼厂开工相对稳定,且再生铅 处于盈利,国内铅供应充足,铅价震荡下行;1 月下旬下游春节前补库,带 动铅价有所上行;春节之后,含铅废料价格高企,再生铅冶炼利润大幅压缩 甚至出现亏损。再生铅冶炼减产预期下,铅价持续上行;3 月下旬,原生铅 冶炼利润因副产品价格走高而走扩,原生铅冶炼供应明显提升。而下游因铅 价高位,采购清淡,铅价缓慢下行;4 月初,中美"关税政策"影响下,大 ...
印尼总统出席中资企业参与的镍资源和电池产业链项目奠基仪式
人民网-国际频道 原创稿· 2025-06-30 06:09
人民网雅加达6月30日电 (记者李培松、曹师韵)6月29日,印度尼西亚镍资源和电池产业链项目 奠基仪式在西爪哇省卡拉旺与北马鲁古省东哈马黑拉两地同步举行。印尼总统普拉博沃莅临卡拉旺主会 场,并与中国驻印尼大使王鲁彤、宁德时代联合创始人李平,以及印尼能源与矿产资源部长巴赫利尔、 国有企业部长埃里克等共同为项目奠基按下启动按钮。 普拉博沃在致辞中表示,作为国家战略项目,镍资源和电池产业链项目将使印尼成为东南亚唯一实 现镍基电池从上游到下游全产业链一体化生产的国家,显著提升印尼在电动汽车电池领域的产能。 巴赫利尔说,项目具备为30万辆电动汽车提供电池的产能,将对印尼经济产生巨大的拉动效应,建 成后每年将为国内生产总值贡献约420亿美元。 该项目由印尼两家国有控股企业安塔姆、印尼电池公司与宁德时代旗下的宁波普勤时代有限公司共 同投资建设,总投资59亿美元,涵盖从红土镍矿开采、火法冶炼、湿法冶炼、电池材料、电池回收和电 池制造等电动汽车电池生产全产业链。 "我们与来自中国的兄弟姐妹们携手合作,共同完成一个规模宏大的项目,这是一项非凡的突破。 通过这个项目,我们可以生产出全世界都渴望的可再生环保能源。"普拉博沃指出,将镍 ...
电动汽车的将告别“里程焦虑”!
Hu Xiu· 2025-06-30 06:01
Group 1 - Solid-state batteries are entering a critical development phase, with companies like BYD, Guoxuan High-Tech, and FAW Group producing 60Ah automotive-grade cells with energy densities of 350-400Wh/kg and a cycle life of 1000 times, ahead of the previous expectations by about six months [1][2] - Solid-state batteries utilize solid electrolytes instead of liquid ones, enhancing safety, energy density, and environmental adaptability, making them suitable for electric vehicles and energy storage [2][4] - The energy density of solid-state batteries allows for a driving range of up to 1000 kilometers on a single charge, addressing winter range reduction issues with operational temperature ranges from -40°C to 150°C [2] Group 2 - The current development stage of solid-state batteries includes classifications such as liquid, semi-solid, quasi-solid, and all-solid, with semi-solid technology being prioritized in China due to the challenges of all-solid interfaces [4][7] - Companies like Qingtao Energy, Huineng Technology, and Ganfeng Lithium are leading the production of semi-solid batteries, while Japanese and Korean firms are focusing on all-solid battery research [7][8] Group 3 - Guoxuan High-Tech is accelerating its solid-state battery industrialization, having launched two new products at its global technology conference, including the "Guan" quasi-solid battery with a density of over 300Wh/kg and a range of 1000km [16][18] - The company has also made significant progress in the industrialization of its "Jinshi" all-solid battery, achieving energy densities of 350/280Wh/kg and beginning road tests [18][20] Group 4 - Honggong Technology is emerging as a key supplier of production equipment for solid-state batteries, focusing on dry electrode processes, which are expected to become the mainstream method in the future [22] - The company has established a joint venture to develop equipment that addresses the challenges of solid-state battery production, with its devices already integrated into the supply chains of major firms like Qingtao Energy and Ningde Times [22] Group 5 - TianNai Technology specializes in carbon nanotube conductive agents, which are crucial for solid-state batteries to enhance ionic conductivity and reduce internal resistance [24][27] - The company holds a 46.7% market share in the domestic carbon nanotube conductive paste market, significantly higher than its competitors, and is planning to scale up production to meet domestic demand [29]
交通银行安徽省分行:“双轮驱动”为新能源产业充能
Ren Min Wang· 2025-06-30 02:20
Group 1 - The integration of "technology-finance-industry" is becoming a key engine for cultivating new productive forces in the era of technological innovation [1] - The supply chain financing model introduced by Bank of Communications Anhui Branch has provided timely financial support to leading enterprises in the new energy sector, addressing the financing difficulties faced by upstream small and micro enterprises [2] - The "Common Growth Plan" strategic cooperation agreement initiated by Bank of Communications Anhui Branch aims to create a new paradigm of symbiosis between banks and enterprises, featuring a tiered interest rate pricing mechanism and a "loan + direct investment" model [3] Group 2 - A 22 million yuan supply chain loan has been crucial for Anhui Yijiatong Battery Co., Ltd., enabling it to expand production capacity and invigorate the entire supply chain [2] - The agreement has been signed with over 1,000 technology-based enterprises, resulting in nearly 6.7 billion yuan in loans, significantly boosting the output value of the new energy industry [3]
特斯拉首家磷酸铁锂电池工厂即将投产!
鑫椤锂电· 2025-06-30 01:01
公开资料显示,宁德时代是特斯拉的电池供应商,自2020年7月开始向特斯拉供货。2021年,特斯拉首次成为宁 德时代的最大客户,当年共采购锂电池130亿元,占宁德时代总营收的10%。2022年,宁德时代来自特斯拉的锂 电池销售收入为380亿元,占总营收的11.59%。 该项目是特斯拉应对美国政策、降低成本并支持储能业务快速增长的重要举措。 近期,美国磷酸铁锂电池产业落地进展明显加快。 LGES位于密歇根州的电池工厂已建成两条磷酸铁锂电池产线,并于本月开始量产储能软包磷酸铁锂电池; 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ -广告- 本文来源:整理自氢锂荟 6月29日,特斯拉官方在社交媒体上宣布, 其位于美国内达华州的首家磷酸铁锂电池工厂即将竣工投产。 早在 2024年2月份,就有 外 媒报道,特斯拉正在扩建其内华达州斯帕克斯(Sparks)的电池工厂,以便将更便宜的 磷酸铁锂电池(LFP)供应链引入美国。 工厂 预计初期产能10GWh ,主要服务于储能业务和部分车型,设备由宁德时代提供,特斯拉全权控制运营。 通用也分别要求LGES和SDI与其在美国的合资电池工厂 ...
激荡三十年,锂电老牌霸主欣旺达何以持续穿越产业周期|深度
24潮· 2025-06-29 22:23
Core Viewpoint - The article highlights the significant evolution of the lithium battery industry over the past 30 years, emphasizing the stability and growth of the company XINWANDA (300207.SZ) amidst industry challenges and cycles [1][2]. Company Overview - XINWANDA has shown remarkable resilience, with revenue growth from 489 million yuan in 2008 to 56.02 billion yuan in 2024, marking a 113.56-fold increase over 17 years [2]. - The company has never reported a loss in 17 years and has maintained positive net profit growth for nearly 12 years [2]. - In Q1 2024, XINWANDA achieved record revenue and profit, with a gross margin reaching the highest point in nearly 13 years [2]. Business Development - Founded by Wang Mingwang and his cousin Wang Wei, XINWANDA initially focused on OEM and ODM models before entering the supply chains of major companies like Philips and Apple [8][10]. - The company has successfully transitioned from consumer electronics batteries to power and energy storage batteries, establishing a dual-wing development strategy [8][18]. Market Position - XINWANDA is the global leader in consumer batteries, holding a 30% market share in mobile phone batteries, and is positioned as the second-largest player in the mobile battery market after ATL [15][18]. - The company has made significant strides in the power battery sector, with revenue from electric vehicle batteries rising from 2.93 billion yuan in 2021 to 15.14 billion yuan in 2024, accounting for 27.02% of total revenue [23]. Financial Performance - In Q1 2024, the power business generated 3.3 billion yuan in revenue, with a year-on-year growth of 20% [26]. - The company’s energy storage business contributed 1.889 billion yuan in revenue in 2024, reflecting a 70.19% increase [29]. Global Expansion - XINWANDA has established a strong international presence, with overseas revenue accounting for approximately 42.58% of total revenue from 2008 to 2024, and consistently exceeding 20 billion yuan since 2022 [40][39]. - The company is expanding its production capabilities in Vietnam, Hungary, Morocco, and Thailand to enhance its global footprint [43][44]. Challenges and Strategic Adjustments - The company faces challenges due to over-reliance on consumer batteries and intense competition in the power battery market, leading to a decline in gross margins [48]. - XINWANDA has initiated a split IPO plan for its power battery platform to address funding pressures, with significant investments planned for future growth [49][50].
锂电智能产线有双“火眼金睛”
Ke Ji Ri Bao· 2025-06-29 19:12
近年来,人工智能、物联网、低空经济等催生更多高倍率电池应用场景,作为一家聚焦高倍率电池产品 生产的企业,长虹三杰抢抓发展机遇,保持高强度研发投入。截至2025年4月,长虹三杰累计申请专利 超110项,其中已授权专利约100项,涵盖电池材料、结构设计、生产工艺等领域。 技术的精进也为长虹三杰带来源源不断的订单。据了解,目前,长虹三杰总体年产量超过6亿支,产品 广泛应用于电动工具、园林工具、小家电等领域。 "智能短途车、具身人形机器人、特定无人机市场是长虹三杰下一步重点开发的新兴市场。"长虹三杰相 关负责人介绍,公司将进一步丰富和优化产品线,满足不同客户群体和应用场景的多样化需求,持续巩 固并提升行业地位。 在四川长虹电子控股集团有限公司旗下的长虹三杰新能源有限公司(以下简称"长虹三杰")生产车间, 刚刚正式投产的18650锂电智能产线高速运转。匀浆、涂布、辊压、切片、卷绕、注液、封装……经过 一系列高度自动化、智能化工序后,每分钟300支电池有序下线。 在这里,不断挥舞的机械臂、自动导引运输车等智能化设备已是"标配",温度、湿度也能被精确控制。 据了解,这条新投产的18650锂电智能产线全线配置CCD(电荷耦合 ...
星源材质马来西亚工厂建成
起点锂电· 2025-06-29 04:16
2025第五届起点两轮车换电大会 项目自2023年启动以来,星源人不畏艰难,跨越了设计规划、厂房建设、设备安装、技术调试等重重挑战,至今日建成, 成为东盟区域首个 锂电池隔膜工厂! 项目建成初期,市场反响热烈,已呈现供不应求的态势。同时,仪式上也签署了一系列的战略合作协议。 星源材质东盟基地的建成,为公司构建了独立的海外定价体系。 这一体系的建立,意味着未来星源材质的海外产品将不再受限于国内市场的 价格波动,而是能够依据国际市场的供需关系、成本结构以及品牌价值等多重因素,制定更为灵活且富有竞争力的价格策略,在国际市场上占 据更有利的地位。 (来源:星源材质) 倒计时12天 及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10-11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: 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/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/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/ ...
上汽、宁德时代合资新公司落地上海
起点锂电· 2025-06-29 04:16
倒计时12天 2025第五届起点两轮车换电大会 及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10-11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: 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/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/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/中国钠电/比克电池/鹏辉能源/蓝京新能源/亿纬锂能/星恒电源/先导智 能/小安科技/鑫晟达/精锐精密等 宁德时代与上汽集团又一"新公司"落地! 起点锂电注意到,6月25日, 上汽时代动力系统(上海)有限公司在 上海市奉贤区正式成立, 注册资本 5000万元 ,法人代表为 王伟。 经营范围包括 电池销售;电池零配件销售;汽车零配件批发;模具销售;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广;货物进出口;技术进出口;进出口代理。 股权信息显示, 上汽时代动力系统(上海)有限公司由 上汽时代动力电池系统有限公司(以下 ...