Core Viewpoint - The newly released national standard for electric vehicle batteries, known as the "strictest battery safety regulation in history," emphasizes safety over energy density, marking a shift in the industry towards prioritizing safety technology and quality over mere performance metrics [2][4][12]. Summary by Sections New National Standard - The "Safety Requirements for Power Batteries for Electric Vehicles" (GB38031-2025) will be implemented on July 1, 2026, introducing mandatory standards for batteries to not catch fire or explode after thermal runaway [4][11]. - The new standard includes 7 individual tests and 17 battery pack/system tests, enhancing safety measures compared to the 2020 version [4][5]. Industry Impact - The introduction of the new standard is expected to raise industry entry barriers, accelerate the exit of low-end production capacity, and concentrate market resources among leading companies [2][12]. - Companies like CATL, BYD, and others have already announced compliance with the new standards, indicating a proactive approach to safety [7][12]. Technological Advancements - The new standard requires improvements in battery design to reduce the likelihood of self-ignition, including new tests for rapid charging cycles and impact resistance [5][8]. - Solid-state batteries are anticipated to benefit from the new safety requirements, as they offer better thermal stability and safety features compared to traditional lithium batteries [9][12]. Market Dynamics - The shift towards safety as a core competitive advantage is expected to reshape the industry landscape, favoring companies that invest in research and development and prioritize product quality [12]. - The new regulations may lead to increased costs for companies as they upgrade technology and production processes to meet the new standards [11][12]. Future Outlook - The industry is likely to see a consolidation trend, with larger firms gaining a competitive edge due to their ability to meet the new safety standards and invest in advanced technologies [12]. - The transition from a price-driven market to one focused on quality and safety is expected to enhance the overall stability and reliability of electric vehicle batteries [11][12].

We have some tension here. Bloomberg's Joe Doe. The United States cannot produce rare earths in the volumes that are required.This is your whole raison d'etre. Emily very much for having me. Thank you.And he's exactly right. We don't produce anything in this country at scale that is used in a battery or that is a rare earth. Exactly what he said is applicable to our battery materials.So what pure lithium has done is we have invented our way out of this problem. We know that you cannot copy paste China's lit ...

Core Viewpoint - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit aims to address the rapid growth of the battery swap market for two-wheeled electric vehicles, driven by policy support, demand for instant delivery, and technological upgrades, while highlighting the need for solutions to challenges such as battery safety and cost optimization [3][4]. Group 1: Event Background and Highlights - The event will feature the authoritative release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," covering various rankings including the top 10 electric two-wheeled vehicle manufacturers and battery operators [3]. - The global battery swap market for two-wheeled vehicles is experiencing rapid growth, with Chinese companies poised to capitalize on new opportunities due to their advantages in industry chain integration [3]. - There is an accelerated development of high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products by upstream and downstream companies [3]. - Emerging applications such as low-altitude flight, mobile electric tools, humanoid/robotic technology, smart homes, and smart energy storage are driving the rapid growth of the lightweight power and small-scale energy storage markets [3]. - AI technology is enhancing the research and optimization of new battery technologies and processes, such as sodium batteries and full-tab cylindrical batteries, in the battery swap sector for two-wheeled vehicles [3]. Group 2: Event Agenda - The conference will include a closed-door meeting for the China New Energy Entrepreneurs Club and a series of specialized forums focusing on topics such as the development trends of electric two-wheeled vehicles, battery technology, and the opportunities and challenges in the battery swap market [5][6]. - Key discussions will cover the application of manganese iron phosphate in two-wheeled vehicles, the new direction of high-safety wide-temperature sodium-ion batteries, and the impact of new national standards on battery technology [6]. Group 3: Participating Companies - Notable participating companies include electric two-wheeled vehicle and battery swap enterprises such as Iron Tower Energy, Meituan, Didi Qingju, and various battery manufacturers like CATL and BYD [7][8]. - The event will also attract companies from the IoT and communication module sectors, battery management system (BMS) providers, and equipment and materials fields, indicating a comprehensive industry representation [8]. Group 4: Registration and Fees - Registration packages are available, with Package A priced at 2888 yuan per person, including one-day hotel accommodation and a copy of the industry white paper, while Package B is priced at 2288 yuan, offering a simplified version of the white paper [9].

Core Viewpoint - The establishment of Dalian Times Carbon Valley New Energy Co., Ltd. marks a strategic move in the new energy sector, with a focus on emerging energy technologies and materials, supported by major stakeholders including CATL and Bettery [1] Group 1: Company Developments - Dalian Times Carbon Valley New Energy Co., Ltd. was founded on June 9, with a registered capital of 10 million yuan, focusing on new energy technology research and battery sales [1] - The company is jointly owned by CATL's subsidiary Times Green Energy (80%), Dalian Oriental Carbon Valley New Materials Group (15.1%), and Bettery (4.9%) [1] Group 2: Strategic Collaborations - The collaboration between CATL and Bettery has evolved from a simple supply-demand relationship to a deep synergy involving technology, supply chain, and market [2] - Bettery supplies key materials such as silicon-based anodes and high-nickel cathodes, ensuring CATL's material needs across various applications including power batteries and eVTOLs [2] - Bettery's sixth-generation silicon-based anode material has achieved a capacity of over 2000 mAh/g and has been successfully industrialized, enhancing the performance of CATL's eVTOL batteries by over 30% in terms of range and fast-charging capabilities [2] Group 3: Investment Activities - In 2021, Longpan Technology established a subsidiary, Changzhou Lithium Source, and acquired two nanomaterial companies from Bettery, entering the lithium iron phosphate cathode material sector [3] - CATL holds a combined stake of 12.46% in Changzhou Lithium Source through its subsidiaries, while Bettery retains a 4.05% stake, creating a strategic equity link among Longpan Technology, CATL, and Bettery [3]

Group 1: GAC Toyota and Xiaomi Collaboration - GAC Toyota announced a partnership with Xiaomi, integrating into Xiaomi's "Home-Car" ecosystem, with the first model, the Almaz 7, to feature this technology [1] - This collaboration signifies a deep integration between traditional automotive manufacturing and smart home ecosystems, enhancing user driving experience and intelligent services [1] Group 2: Neta Auto's Internal Issues - Neta Auto's employees are currently working from home, and the company is in the process of moving out of its new office, indicating significant internal turmoil [2] - Reports of employees seeking unpaid wages highlight serious financial and management issues within the company, prompting broader reflections on the electric vehicle industry's management practices [2] Group 3: Wuhan NIO Energy Capital Increase - Wuhan NIO Energy's registered capital has increased from 784 million RMB to 1.784 billion RMB, indicating a strengthening of its capital structure and future expansion potential [3] - The increase in capital comes amid rapid growth in the new energy market, suggesting that NIO's continued investment may enhance its industry position and invigorate innovation within the sector [3] Group 4: Yuanrong Qihang's VLA Model Production - Yuanrong Qihang's VLA model is set to enter mass production in the third quarter of this year, with over five models expected to feature this technology [4] - The VLA model supports both LiDAR and pure vision solutions, showcasing the company's technological flexibility and forward-thinking approach [4] Group 5: CATL and Hong Kong University Strategic Cooperation - CATL has signed a strategic cooperation agreement with the University of Hong Kong, focusing on international zero-carbon policy standards, technological innovation, and energy transition [5] - This partnership aims to establish a zero-carbon future innovation center and industry alliance, enhancing CATL's leadership position in the clean energy market and contributing to global carbon neutrality goals [5]

Core Viewpoint - The Fourth Solid-State Battery Conference and Silicon-Based Anode Industry Innovation Conference aims to accelerate commercialization by upgrading the industrial chain, focusing on solid-state batteries and silicon-based anodes [1]. Group 1: Event Overview - The conference is organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. and supported by various companies and research institutions in the automotive and battery sectors [2][3]. - The event will take place from July 3 to July 5 at the Sheraton Hotel in Ningbo, featuring key players in the automotive industry, including Geely Automobile and GAC Aion [3][4]. Group 2: Industry Highlights - The conference emphasizes two major trends: solid-state batteries and silicon-based anodes, which are seen as critical for the future of battery technology [3]. - It highlights three major end-users in the automotive sector, including Geely, GAC Aion, and Dongfeng Motor Group, indicating a strong interest from leading automotive manufacturers [3][4]. Group 3: Key Companies - Notable companies in the solid-state battery and silicon-based anode space include Guoxuan High-Tech, Funeng Technology, and Wanxiang One Two Three, which are recognized as significant players in the new energy battery market [5][6]. - Emerging companies such as Zhejiang Jinyu New Energy Technology Co., Ltd. are also highlighted as investment choices in the new battery sector [5]. Group 4: Research and Development Focus - Several companies are dedicated to the research and development of solid-state batteries, including Jiangsu Guxin Energy Technology Co., Ltd. and Sichuan Huayi Qing Innovation Material Technology Co., Ltd., focusing on innovative battery materials and technologies [6][9]. - The conference will feature discussions on advanced battery technologies, including the development of high-performance solid-state batteries and the integration of AI in battery design [26][27]. Group 5: Expert Contributions - The event will host numerous experts from academia and industry, including professors and researchers from prestigious institutions, who will share insights on the latest advancements in solid-state battery technology [12][13][20]. - Key topics will include the application of solid-state batteries in low-altitude economies and the development of critical materials for all-solid-state batteries [27][28].

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①固态电池+可控核聚变+半导体+飞行汽车+军工+华为！这家公司在可控核聚变领域有核心产品布局；② 算力+数字货币+机器人+AI智能体+英伟达+华为+国资云+国企改革！这家公司为银行和B端、G端生态客 户提供数字人民币场景全链条建设服务；③人形机器人+PEEK材料+新能源汽车+锂电池！公司拟设合资 企业发力具身智能机器人零部件市场。 前言 ...

一、行情 6月10日，固态电池继续大涨，金鹰股份、德新科技3连板，道明光学、龙蟠科技、百合花等涨停。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | --- | --- | --- | --- | --- | --- | --- | | 毛鹰股份 | 3天3板 | 7.70 | +10.00% | 09:42:15 | 19.10% | 28.08亿 | | 600232.SS | | | | | | | | 龙蟠科技 603906.SS | 6天3板 | 15.33 | +9.97% | 09:52:49 | 11.03% | 86.63亿 | | 德新科技 603032.SS | 3天3板 | 17.64 | +9.98% | 09:58:49 | 15.62% | 40.87亿 | | 道明光学 002632.SZ | | 9.28 | +9.95% | 09:46:12 | 5.13% | 53.90亿 | | 百合花 603823.SS | | 12.82 | +10.04% | 09:48:20 | 4.47% | 52.69亿 | | ...

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 换电之城 智慧两轮 时间： 7月10-11日 地址： 深圳宝安登喜路国际酒店 一、活动背景及亮点 二、活动组织架构 活动名称： 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 起点研究院（SPIR）权威发布《2025中国两轮车换电及电池TOP排行榜及行业白皮书》， 覆盖智能电动两轮车出货量TOP10、两轮车换电运营商TOP10、两轮车电池BMS出货量 TOP5，两轮车换电柜出货量TOP5、中国电动两轮车用锂电池出货量TOP10、中国电动两轮 车用钠电池出货量TOP5等细分权威榜单，为行业树立标杆，为投资及采购决策者提供参 考； 政策支持、即时配送需求及技术升级等主要驱动力影响下，全球两轮车换电市场高速增长， 基于产业链整合优势，中国企业将迎来新一轮布局风口，电池安全、下沉市场覆盖及成本优 化等挑战急需解决； 上下游企业加速研发高安全、高倍率、高能量密度、长循环寿命、低成本、高低温等细分性 能优势电池产品； 海内外轻型动力及中小储能市场高速增长，低空飞行、移动电动工具、人形/智能机器人、 智能家居、智慧储能等热门应用场景进入高速发展期，新 ...

Core Viewpoint - CATL's lithium metal battery research published in Nature Nanotechnology signifies recognition of its foundational research capabilities in the field of nanotechnology [1][2] Group 1 - The research team independently analyzed the failure mechanisms of lithium metal batteries under actual product design conditions and proposed innovative electrolyte design principles to achieve high energy density and long cycle life [1] - The study revealed that the consumption of electrolyte salt during cycling reached 71%, significantly exceeding academic expectations, highlighting a critical consumption path in lithium metal battery failure [1] - The introduction of low molecular weight diluents optimized the electrolyte formulation, doubling the cycle life to 483 cycles compared to previous products [1] Group 2 - The dynamic tracking technology developed by the research team allows for a transparent understanding of the dynamic evolution of active lithium and electrolyte components throughout the battery's lifecycle, providing new insights for the lithium battery industry [2] - The research results redefine the priorities in electrolyte design and present a valuable opportunity to bridge the gap between academic research and commercial battery applications [2]