Core Viewpoint - The electric vehicle and lithium battery sectors continue to support steady growth in foreign trade exports from China [3] Group 1: Battery Export Growth - In the first quarter, domestic power battery exports reached 37.8 GWh, a year-on-year increase of 21.5% [2] - In March alone, power battery exports were 13.9 GWh, showing a month-on-month growth of 8.6% and a year-on-year growth of 11.3% [2] - Among battery types, ternary batteries dominate exports, with 23 GWh exported in the first quarter, while lithium iron phosphate batteries accounted for 14.6 GWh [2] Group 2: New Energy Vehicle Export Performance - Domestic exports of new energy passenger vehicles reached 419,000 units in the first quarter, a year-on-year increase of 39.6% [2] - Exports of new energy commercial vehicles totaled 23,000 units, reflecting a year-on-year growth of 230% [2] - Pure electric vehicle exports were 290,000 units, up 16.7% year-on-year, while plug-in hybrid vehicle exports reached 152,000 units, a year-on-year increase of 160% [2] Group 3: Market Environment and Tariff Risks - The recent tariff policy from the Trump administration has raised tariffs on power batteries exported to the U.S. to 73.4% and on new energy vehicles to 147.5% [4] - The global tariff risks have increased due to the U.S. initiating a global tariff war, which may affect the competitiveness of domestic battery manufacturers in the U.S. market [5] - Although the U.S. accounts for a small portion of China's new energy exports, potential retaliatory tariffs could impact exports to Europe and other regions [6] Group 4: EU Agreement and Market Adaptation - A new agreement between the EU and China allows for a minimum price restriction on electric vehicle exports, replacing the previously planned 20%-50% tariffs set to take effect in October 2024 [6] - This agreement aims to maintain the price competitiveness of European automakers while enhancing the profit margins for exporting companies [6] - The ongoing tariff friction highlights the need for Chinese new energy companies to develop a new international awareness in increasingly competitive foreign markets [7]

此次起草单位囊括多家主要电池企业、整车厂以及检测 / 测试机构。其中电池企业包括 宁德时代、国轩高科、比亚迪、中创新航、亿纬锂 能、瑞浦兰钧、欣旺达、蜂巢能源、天津力神 ，由各自企业首席技术官代表出席， 比如宁德时代 首席科学家 吴凯、比亚迪 锂电池有限公司 首席技术官（ CTO ）孙华军 等 。 在新能源汽车 安全 推向舆论风口浪尖 的当下，被业界称为 "史上最严电池安全令"的新规来了！ 4 月 3 日，工信部正式发布 GB38031-2025 《电动汽车用动力蓄电池安全要求》，这一被称为"史上最严电池安全令"的新规将于 2026 年 7 月 1 日起实施。 新国标首次将 "不起火、不爆炸"从企业技术储备上升为强制性要求，彻底终结了行业对热失控风险的侥幸心理，标志着动力电池安全进入"零 容忍"时代。 据工信部发布的编制说明显示，截至今年 2 月，对 36 家整车与电池企业的调研显示， 78% 的企业已掌握动力电池不起火、不爆炸的技 术，而剩余 14% 的企业预计在 2026-2027 年间也将达到此技术水平。基于此，新标准计划于 2026 年正式实施。 01 三大核心升级 1、热扩散绝对安全 触发手段升级： ...

作者丨巴里 「IPO全观察栏目」聚焦首次公开募股公司，报道企业家创业经历与成功故事，剖析公司商业模式和经 营业绩，并揭秘VC、CVC等各方资本力量对公司的投资加持。 图源丨 正力新能上市现场视频截图 4月14日，锂电池制造商江苏正力新能电池技术股份有限公司（简称"正力新能"）成功在港交所挂牌。正 力新能IPO发行价定为每股8.27港元，开盘价每股8.46港元，截至发稿，总市值达211.7亿港元（约合199.2 亿元人民币）。 2019年才成立的正力新能，总部在江苏常熟，无疑是动力电池行业中的 "后起之秀"。 别看它成立时间不长，背景却十分强大。 该公司董事长曹芳出生于 1958 年，是 "玻璃大王" 福耀集团董事长曹德旺的妹妹，年龄比曹德旺小 12 岁。 曹德旺堪称传奇人物，福耀玻璃当下的市值已超 1400 亿元人民币。凭借如此雄厚的家族背景，正力新能 自创立之初便备受瞩目。曹德旺家族生意版图也从汽车玻璃行业，扩展到了汽车动力电池领域。 如今，正力新能成为继中创新航、瑞浦兰钧之后，港股第三家动力电池头部企业。 曹德旺妹妹带队，从汽车玻璃跨界动力电池 正力新能的两位创始人都出身自福耀玻璃。 董事长曹芳在福耀玻璃 ...

以下文章来源于天天IPO ，作者刘博 天天IPO . 投资界（PEdaily.cn）旗下，专注IPO动态 来自常熟。 作者 I 刘博 报道 I 投资界-天天IPO 港股第三个动力电池IPO诞生了。 投资界-天天IPO获悉，今天（4月14日）正力新能电池技术股份有限公司（下称"正力新能"）正式登陆港交所，此次 IPO发行价为8. 27港元/股，开盘涨2.3%，市值超200亿港元。 成立于2019年，正力新能身后是一位女掌门——曹芳，也是"玻璃大王"曹德旺的胞妹。她在福耀玻璃一干就是近30 年，退休后联合老同事陈继程创业，杀入动力电池赛道。用6年时间，将正力新能带至国内动力电池前十。 透过正力新能，外界得以一览常熟的新能源产业版图。这个曾经的鱼米之乡，不经意间崛起为一座新能源重镇。 曹德旺胞妹掌舵 66岁收获一个IPO 来自公司官方公众号 期间，曹芳还与同为福耀玻璃副总经理的陈继程，共同创办了新中源创投，从事风险投资。又与丰田合资，成立了 新中源丰田能源系统有限公司，由曹芳担任董事长。这些经历，都为日后投身动力电池埋下伏笔。 2014年，曹芳因"个人年龄原因"从福耀玻璃退休，这一年她5 5岁。此后，曹芳与陈继程进 ...

Core Viewpoint - Zhengli New Energy, founded by Cao Fang, has successfully gone public in Hong Kong, marking a significant milestone as Jiangsu's first unicorn company with a market capitalization exceeding 20 billion HKD [1][2]. Company Overview - Zhengli New Energy specializes in lithium-ion battery manufacturing and has reported annual revenues exceeding 5.1 billion CNY [1][4]. - The company was established in 2016, focusing on electric vehicle core components, and has since evolved into a key player in the energy storage and battery market [2][3]. Financial Performance - The company achieved revenues of approximately 1.499 billion CNY, 3.29 billion CNY, 4.162 billion CNY, and 5.13 billion CNY from 2021 to 2024, with over 80% of revenue coming from power batteries [6]. - Despite initial losses from 2021 to 2023, Zhengli New Energy turned a profit in 2024, reporting a net profit of 91 million CNY, driven by an increase in gross margin from 5% in 2023 to 14.6% in 2024 [6]. Investment and Support - The company has raised a total of 3.4 billion CNY through two rounds of financing, with significant backing from various investment groups and state-owned enterprises [3][5]. - Key investors include Haisheng Capital, Jiangning Talent Group, and several others, which have collectively supported the company's growth trajectory [3][5]. Product Portfolio - Zhengli New Energy offers a diverse range of products, including power batteries, energy storage batteries, and aviation batteries, utilizing standardized cells and differentiated electrochemical systems [5]. - The company has made substantial investments in R&D, totaling over 1.5 billion CNY over four years, resulting in 3,613 patent applications and 2,225 granted patents [5]. Market Position - According to Frost & Sullivan, Zhengli New Energy ranks ninth in the Chinese market for lithium iron phosphate and ternary power batteries based on installed capacity [6].

4 月 10 日，有消息称，宁德时代 已经 通过港股聆讯，获批在香港交易所上市。 今年 2 月，宁德时代在港交所递交招股书，拟在香港主板上市。宁德时代称，港股上市募集的资金将重点用于海外产能扩张、国际业务拓展 及境外营运资金补充，为公司长期国际化战略提供资金支持。 从 2 月到 4 月，从提交申请到最终获批，仅仅用时 2 个月，创下了港股上市速度的新纪录，也彰显了资本市场对于宁德时代的高度认可与期 待。 宁德时代此次港股上市所募集的资金有着明确且深远的用途 。 根据此前披露的招股书数据显示，宁德时代海外项目投资规模庞大。匈牙利德布勒森工厂总投资 73.4 亿欧元，规划产能 100GWh ，是欧洲 单体规模最大的动力电池生产基地；与 Stellantis 在西班牙合资建厂，合作投资 41 亿欧元（约合 308 亿元人民币），预计 2027 年投 产，主要供应欧洲市场；此外，印尼产业链项目总投资 59.68 亿美元，涵盖锂矿开采、电池制造及回收全链条。 此次募集 资金将重点投向匈牙利超级工厂的建设。匈牙利超级工厂作为宁德时代在欧洲的重要布局，其建设对于提升公司在欧洲市场的本地 化产能具有关键意义。通过加大在欧洲的 ...

今年的政府工作报告提出，要"培育壮大新兴产业、未来产业。""大力发展智能网联新能源汽车、人工智能手机和电脑、智能机器人等新一代智能终端以及 智能制造装备。" 4月3日，正力新能在港交所公告，拟发售约1.22亿股，其中香港发售1215.24万股，国际发售1.09亿股，另有15%超额配股权，发售价每股8.27港元，招募日 期4月3日至4月9日，并计划于4月14日正式上市。 正力新能成立于2019年，主要专注于动力电池产品、储能电池产品及航空电池产品的研发、生产及销售。该公司提供电芯、模组、电池包、电池簇、电池管 理系统的一体化方案，致力于拓展电化学产品在陆海空互联(LISA)下的大规模应用。 据了解，正力新能目前已开发多款三元、磷酸铁锂电池产品，拥有一汽红旗、广汽传祺、零跑汽车、上汽通用五菱、上汽通用、广汽丰田等多家主要客户。 在中期来看，企业正在不断优化磷酸锰铁锂、钠离子电池、半固态产品技术。同时，企业也十分注重未来发展，积极布局全固态电池技术。今年1月27日， 正力新能在港交所递交招股书，两个月后通过港交所上市聆讯并开启招股，在资本市场迈出了重要一步。 坚守初心与深度耕耘 作为一家拥有汽车零部件背景的动力电池 ...

Core Viewpoint - The article emphasizes the resilience and entrepreneurial spirit of Fujian people, highlighting their ability to adapt and thrive despite challenging geographical and historical circumstances [3][10]. Group 1: Historical Context - Fujian's geography is characterized by "eight mountains, one water, and one field," which has historically limited agricultural potential and necessitated a focus on maritime activities for survival [7][8]. - The region has a rich history of maritime trade, being a starting point for the Maritime Silk Road, connecting Fujian with the world through the export of silk, porcelain, and tea [10][12]. Group 2: Cultural Insights - Fujian culture is marked by a blend of openness and conservatism, where the people strive to live beautifully while maintaining a strong connection to their roots [10][12]. - The local customs include paying respects to ancestors and historical figures, reflecting a deep appreciation for heritage and community [12]. Group 3: Business Examples - Anta Sports, founded by Ding Shizhong, has grown into a top global sportswear brand by focusing on quality and customer trust, distinguishing itself in a competitive market [15][16]. - Contemporary examples include CATL (Contemporary Amperex Technology Co., Limited), which has become a leader in the global battery market, supplying major automotive brands and expanding into new industries like electric shipping and smart energy solutions [19][21]. Group 4: Economic Development - The article notes the evolution of Fujian's economy, with traditional industries adapting to modern demands, such as the rise of companies like Luckin Coffee and Qingtuo Group, which have made significant impacts in their respective sectors [19][21]. - The narrative illustrates how the local population has transitioned from challenging maritime lifestyles to more prosperous living conditions, showcasing economic growth and resilience [22][24].

此前在3月17日，宁德时代与蔚来签署战略合作协议。双方将深化资本与业务合作，构建覆盖全系乘用 车的换电网络，并统一行业技术标准。其中，蔚来旗下firefly萤火虫品牌后续开发的新车型，将适时导 入宁德时代巧克力换电标准和网络。 【文/观察者网 潘昱辰 编辑/高莘】据路透社4月7日报道，全球最大的动力电池供应商宁德时代正在谈 判收购武汉蔚能电池资产有限公司（以下简称"武汉蔚能"）的控股权。 天眼查数据显示，武汉蔚能成立于2020年，蔚来控股有限公司为其最大股东，但持股不超过20%；宁德 时代为其第五大股东，持股比例约为10.68%。 值得一提的是，传言中宁德时代欲控股的武汉蔚能，与此前宁德时代拟投资不超过25亿元的"武汉蔚来 能源有限公司"（以下简称"蔚来能源"）不同。后者由蔚来能源投资（湖北）有限公司全资控股，而蔚 来能源投资（湖北）有限公司则由蔚来中国控股，持股超过90%，其余股份则由湖北武汉国资持有；宁 德时代目前不持有该公司任何股份。 在业务方面，蔚来能源主要负责蔚来充换电网络的建设与运营；武汉蔚能则是电池资产管理公司，负责 蔚来车电分离、电池租赁等电池的全生命周期管理（即BaaS模式）。由于蔚来对武汉 ...

Core Viewpoint - CATL is in deep negotiations to acquire a controlling stake in NIO's energy division, which operates the largest battery swapping network in China with over 3,000 stations [1][2]. Group 1: Acquisition Details - The acquisition proposal follows CATL's earlier investment of 2.5 billion RMB (approximately 342 million USD) into NIO Power [1]. - NIO's energy division is valued at over 10 billion RMB in the latest funding round for 2024 [1]. - Both companies are working on a joint construction plan for battery swapping stations, emphasizing a strategic partnership [1]. Group 2: Industry Impact - NIO Energy not only serves its own customers but also opens its charging network to other EV brands like Tesla and BYD, enhancing CATL's position in the energy services sector [2]. - NIO has invested heavily in its battery swapping network, currently operating around 3,240 stations that can complete battery swaps in three minutes, addressing consumer range anxiety [2]. - The potential acquisition could reshape the landscape of China's new energy vehicle industry, providing NIO with stable battery supply and financial support from CATL [2].