关注 「电动车公社」 和我们一起重新思考汽车 大家好，我是电动车公社的社长。 而 小米这次公开的固态电池专利， 正是聚合物电解质路线！ 那么，小米为什么要选择 三种固态电解质中， 距离量产落地进度相对较慢的技术路线？又究竟是通过什么方式、优化了哪些问题的？ 今天我们就借此机会，来聊聊聚合物电解质前世今生。 01. 一门让塑料导电的学问 在具体讲小米全固态电池之前，我们先对聚合物电解质来一个初步的了解。 所谓 聚合物 ，其实就是小学二年级 专门学过的 有机高分子材料 ，是由一种或几种有机分子团，通过共价键连接聚合成的大分子非金属材料。 前段时 间，这篇关于固态电池的文章 《全固态电池上车，就差临门一脚了？》 收获了不少小伙伴的留言，足以看出大家对前沿技术的关注度。 但没想到，评论区竟然因为 "小米已经研发出固态电池并申请专利" ，引起了大家广泛的讨论。 你说这事巧不巧？ 上一篇固态电池的内容受限于篇幅，只和大家聊了聊呼声最高的 硫化物 电解质，另外两种技术路线 氧化物 和 聚合 物 电解质则是挖了个坑，打算以后有机 会再讲。 通俗点来说，咱们平时生活中看得见摸 得着的 塑料袋、轮胎橡胶、水路白色管道、尼龙线 等 ...

倒计时13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 首个储能为主的零碳工厂迎来喜讯。 起点锂电获悉， 6 月 26 日上午 宁德时代肇庆工厂 瑞庆时代 二阶段 产品下线 仪式 举行 ，首批锂电池集装箱产品问世。 产品下线代表 宁德时代与肇庆 市的合作大大深化，也代表广东省 首个涵盖从电芯 到 系统集成全链条 的 储能产业基地 正式运营。 起点锂电此前报道称， 瑞庆时代 2021 年 2 月落户肇庆，开工后 半年 50 万平方米厂房 拔地而起 ， 14 个月 后一阶段 即投产， ...

倒计时13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 政策与需求双轮推动，轻型动力驶入快车道。起点研究院（ SPIR ）统计数据显示， 2024 全球轻型动力锂电池出货量达 43GWh ，同比 增长 21.5% 。 截至 2024 年底，我国电动两轮车累计保有量已超过 4 亿辆；三轮汽车和低速货车保有量近 700 万辆，锂电三轮占比约 10%~15% 。预计 2025 年电动工具和两 / 三轮车市场规模将继续保持增长， 2025 年全球轻型动力锂电池出货量将达 50.9GWh ...

Core Insights - The "New Three Items" (lithium-ion batteries, electric passenger vehicles, and solar cells) exports from China showed a total export value of $645.7 billion from January to May 2025, marking a 6.1% increase year-on-year [1] - In May 2025, the total export value reached $150.0 billion, reflecting a 17.1% year-on-year growth [1] - The export of lithium-ion batteries, electric passenger vehicles, and solar cells accounted for 44.2%, 38.0%, and 17.8% of the "New Three Items" exports, respectively [2] Export Performance - The export of lithium-ion batteries in May amounted to $60.3 billion, a 24.7% increase year-on-year, while the quantity exported was 45,260.2 thousand units, reflecting a 21% increase [3] - Solar cell exports in May totaled $24.5 billion, showing a 14.1% decline year-on-year, but the quantity exported increased by 74.2% [5] - Electric passenger vehicles saw an export value of $65.2 billion in May, a 27.3% increase year-on-year, with 340,314 units exported, marking a 42.7% increase [6] Regional Contributions - Jiangsu regained the top position in "New Three Items" exports, driven primarily by electric passenger vehicles, which saw a 48.5% year-on-year increase [9] - Shanghai contributed significantly to the national growth of "New Three Items" exports, with a 50.2% year-on-year increase in May [10] - In May, 20 out of 31 provinces reported year-on-year growth in "New Three Items" exports, with regions like Ningxia and Gansu exceeding 100% growth [7] Market Dynamics - The export to Germany remains the largest market for "New Three Items," contributing 4.3 percentage points to the overall growth in May [12] - Emerging markets such as the UAE, Saudi Arabia, and Turkey showed significant contributions to the year-on-year growth of "New Three Items" exports [13] - Exports to the US faced a notable decline, with a year-on-year decrease of 21.6% in May, significantly impacting the overall export growth [15][16] Summary of Key Metrics - The "New Three Items" exports accounted for 4.2% of China's total exports from January to May, contributing approximately 0.34 percentage points to the overall export growth [2] - The average export price of lithium-ion batteries in May was $14.9 per unit, reflecting a 2.7% increase year-on-year [3] - The total export value of "New Three Items" in May was $150.0 billion, with a breakdown of $60.3 billion for lithium-ion batteries, $24.5 billion for solar cells, and $65.2 billion for electric passenger vehicles [1][3][6]

Group 1 - The core point of the article is that EVE Energy plans to invest up to 8.654 billion yuan in a new energy storage battery project in Malaysia, accelerating its global expansion [1] - The project will be located in Kedah, Malaysia, covering an area of approximately 484,000 square meters, with a construction period not exceeding 2.5 years [1] - This investment is expected to enhance the company's market position, expand overseas operations, and meet energy storage demands while reducing trade friction losses [1] Group 2 - EVE Energy's revenue for 2024 is projected to be 48.61 billion yuan, with a net profit of 4.076 billion yuan, and for the first quarter of 2025, revenue is reported at 12.8 billion yuan with a net profit of 1.101 billion yuan [1] - The company aims to implement a "global manufacturing, global delivery, global cooperation" strategy, with the Hungary project expected to commence production in 2026 and the Malaysian factory's cylindrical batteries anticipated to start mass production in early 2025 [1] - As of June 27, EVE Energy's stock price is 44.95 yuan per share, with a total market capitalization of 92 billion yuan [1]

Core Viewpoint - Anhui Anfu Battery Technology Co., Ltd. plans to issue shares and pay cash to acquire all equity interests of Anhui Anfu Energy Technology Co., Ltd. This acquisition is supported by an asset evaluation report conducted by Anhui Zhonglian Guoxin Asset Appraisal Co., Ltd. [1][6] Group 1: Company Overview - Anhui Anfu Battery Technology Co., Ltd. is a publicly listed company with a registered capital of 211.12 million RMB, established on May 7, 1999. Its business scope includes technology services, battery manufacturing, and sales [4]. - Anhui Anfu Energy Technology Co., Ltd. was established on October 28, 2021, with a registered capital of 296.72727 million RMB. The company focuses on technology services and battery manufacturing [4][5]. Group 2: Financial Performance - As of December 31, 2024, Anhui Anfu Energy's total assets amounted to 467,419.71 million RMB, with total liabilities of 111,809.59 million RMB and owner's equity of 355,610.12 million RMB [7]. - The consolidated financial performance for Anhui Anfu Energy over the past three years shows a net profit of 28,099.40 million RMB for the year ending December 31, 2024, with total revenues of 463,833.33 million RMB [5][6]. Group 3: Asset Evaluation - The asset evaluation includes all assets and liabilities of Anhui Anfu Energy, with a focus on both current and non-current assets. The evaluation report provides a detailed analysis of the company's financial health as of December 31, 2024 [7][8]. - The evaluation report indicates that the total book value of Anhui Anfu Energy's assets is 467,419.71 million RMB, with a breakdown of 99,619.80 million RMB in current assets and 367,799.91 million RMB in non-current assets [7][8]. Group 4: Investment and Shareholding - Anhui Anfu Battery Technology Co., Ltd. is the controlling shareholder of Anhui Anfu Energy Technology Co., Ltd., which is a key factor in the planned acquisition [6][9]. - The acquisition is part of a broader strategy to enhance the company's market position and operational capabilities in the battery manufacturing sector [6][9].

Core Viewpoint - The company, Anhui Anfu Battery Technology Co., Ltd., is responding to an inquiry from the Shanghai Stock Exchange regarding its asset acquisition and fundraising activities, specifically focusing on the evaluation of identifiable assets and goodwill recognition during its merger with Yajing Technology [1][2]. Group 1: Asset Evaluation and Goodwill - The company confirmed that it had fully identified identifiable assets during the merger with Yajing Technology, including trademarks and patent rights, and provided reasons for not separately identifying long-term customer contracts [3][4]. - The fair value of identifiable assets was assessed by Zhonglian Guoxin Asset Appraisal Co., Ltd., with the trademark valued at 353.28 million yuan and patent technology at 48.02 million yuan [3][5]. - The company utilized the evaluation results to accurately allocate the merger consideration, confirming the goodwill amount based on the fair value of identifiable net assets [5][15]. Group 2: Financial Projections and Profitability - The projected revenues for Nanfeng Battery, a subsidiary, are expected to grow from 338.40 million yuan in 2023 to 515.87 million yuan by 2026, indicating a strong growth trajectory [7][8]. - The net profit forecast for Nanfeng Battery is projected to increase from 59.98 million yuan in 2023 to 100.66 million yuan by 2026, reflecting the company's profitability potential [7][8]. - The profit-sharing rate for the trademark is set at 4.82%, while the patent's profit-sharing rate is 1.46%, indicating the expected contribution of these intangible assets to the company's overall profitability [11][12]. Group 3: Regulatory Compliance and Reporting - The company has engaged independent financial advisors and accountants to evaluate the compliance of its asset acquisition and fundraising activities with relevant accounting standards and regulations [2][3]. - The inquiry from the Shanghai Stock Exchange emphasizes the need for transparency in the reporting of cash flow related to the acquisition and the distribution of dividends from Nanfeng Battery [1][2]. - The company is required to provide detailed disclosures regarding the use of raised funds and the financial performance of Yajing Technology post-acquisition [1][2].

Group 1 - The company has approved a guarantee for its wholly-owned subsidiary, Hybern Energy Hungary Kft., for a total amount not exceeding €300,000 [1][2] - The guarantee is intended to support the subsidiary in opening a performance bond with Bank of China (CEE) Zrt, amounting to €220,140 [2][5] - The financial condition of the subsidiary shows total assets of ¥8.40 million and total liabilities of ¥13.53 million, resulting in a negative net asset of ¥5.13 million [3][4] Group 2 - The guarantee agreement specifies that there is no counter-guarantee and that there are no overdue guarantees [4][5] - The guarantee is deemed necessary for the operational development of the subsidiary and aligns with the company's overall interests and strategic goals [5] - As of now, the total external guarantees provided by the company and its subsidiaries amount to ¥238,824.32 million, which is 19.92% of the company's latest audited net assets [5][6]

Core Viewpoint - Chinese new energy companies are experiencing a new wave of globalization, driven by a complete industrial chain, continuous technological innovation, and cost competitiveness, particularly in lithium batteries, photovoltaics, energy storage, and equipment manufacturing [1][2]. Group 1: Industry Trends - The Chinese battery industry has seen a slowdown in growth, prompting many manufacturers to shift focus to overseas markets, with leading companies like CATL and EVE Energy accelerating their international production capacity [2][11]. - The overseas market is rapidly becoming a new growth area for new energy companies, with significant investments in production bases in Southeast Asia, Europe, and North America [2][11]. Group 2: Company Strategies - Li Yuanheng has established subsidiaries in multiple countries, including the U.S., Germany, Hungary, Japan, and South Korea, and offers a comprehensive range of products in the new energy equipment sector [2][4]. - The company aims to enhance its global presence through technological innovation and resource integration, achieving significant milestones such as the launch of its first battery pack production line in North America and the introduction of advanced equipment at European exhibitions [4][6]. Group 3: Challenges and Opportunities - Despite the progress, Chinese companies face challenges such as policy environments, market competition, and technological upgrades in their globalization efforts [8][11]. - EVE Energy's planned IPO in Hong Kong aims to raise funds for overseas factory construction and global capacity expansion, reflecting the trend of domestic companies seeking to strengthen their international delivery capabilities [11][12]. Group 4: Competitive Advantages - EVE Energy emphasizes its "first-mover advantage" in overseas expansion, having initiated its Malaysia factory project after extensive planning, allowing it to achieve production capabilities ahead of competitors [12].

固态电池因兼具高能量密度与本质安全特性，被视为突破锂电技术瓶颈的未来路径。然而受制于正负极材料研发、固固界面接触、量产工艺及成本等问题， 产业化及商业落地进程始终受阻。 文 | 张冰冰 编辑 | 阿至 6月27日，纯锂新能源发布第一代全固态电池产品，并启动"北京亦庄两轮电动车换电工程示范项目"，公布了其在固态电池量产、应用落地等方面的进展。 "我们第一代纯锂新能源全固态电池产品具备了真安全、成本可控、更环保、长寿命等特点。"纯锂新能源CEO杨帆在发布会现场介绍道，其中，纯锂新能源 电动自行车固态电池在全固态前提下，能做到额定容量30Ah、续航超过80km、循环寿命大于2000次，同时通过高温过充、针刺、剪切不起火不爆炸等安全 性测试。 纯锂新能源产品发布会现场 纯锂新能源电动车全固态电池 本次发布会中启动的"北京亦庄两轮电动车换电工程示范项目"将开展全固态电池在商超配送电动自行车换电领域的试点应用创新，选择封闭的商超配送场景 作为试点，投入1500个全固态电池、1000台合规车辆、100个安全换电柜体、1个试点数据采集管理及运营平台。 商超配送场景有大量日常配送需求，项目将为驻店配送骑手提供"合规整车、固态电 ...