Group 1 - Ford is lobbying to retain clean energy manufacturing subsidies from the U.S. government, warning that cuts to tax credits could jeopardize jobs at its battery plant in Michigan [1] - The Marshall battery plant, costing $3 billion, is set to produce 20 GWh of lithium iron phosphate (LFP) batteries annually and employ up to 1,700 workers, with production expected to start in 2026 [1][2] - The plant is significant as it will be the first in the U.S. dedicated to producing LFP batteries for electric vehicles, leveraging technology from China's CATL [2] Group 2 - The "45X production tax credit" from the Inflation Reduction Act is at risk during budget negotiations, which could result in Ford losing approximately $2.3 billion in tax credits from 2026 to 2029 [2] - Ford's initial production capacity for the plant was designed to support 400,000 electric vehicles, but this has been revised down to about 230,000 due to decreased consumer demand [3] - A new tax bill proposed by Senate Republicans aims to terminate tax credits for clean energy, including a $7,500 electric vehicle purchase tax credit, which could impact consumer adoption [3]

福特坚持建造电池工厂 凤凰网科技讯 北京时间6月24日，据《纽约时报》报道，福特汽车周一表示，公司仍致力于在密歇根州 建成并启用一家新电池工厂，即便美国国会和特朗普总统会让该项目无法获得税收优惠。 这座耗资30亿美元、位于密歇根州马歇尔的工厂距离底特律以西约100英里，将采用福特从宁德时代 （300750）取得授权的电池及制造技术。 福特在两年前决定建造这座工厂，当时他们预期一部分成本将会被《通胀削减法案》所提供的联邦税收 抵免抵消。该法案是美国前总统拜登主导通过的有关能源和气候变化的立法。因此，一位福特高管表 示，失去这些税收抵免将对工厂的财务状况产生"非常重大的"影响。 然而，美国国会中的共和党人正在制定一项政策法案，可能会禁止对使用中国技术或材料的电池工厂提 供联邦支持。特朗普支持这一举措，并严厉批评民主党鼓励使用和生产电动汽车的努力。 不过，福特技术平台项目与电动车系统副总裁丽莎·德雷克(Lisa Drake)在周一参观工厂时表示，即使此 类限制成为法律，公司仍将继续推进电池工厂的建设。 她还表示，该工厂已经受到特朗普征收关税的影响。目前，用于该工厂的制造设备正在从中国运来，将 会面临更高的关税。 另 ...

Core Viewpoint - The solid-state battery sector is experiencing a sudden surge, with significant stock price increases and optimistic projections for future market growth [2][6][8]. Group 1: Market Performance - On June 23, solid-state battery concept stocks saw a widespread surge, with Hai Xin Neng Ke and Tai He Ke Ji hitting the 20% daily limit, and other companies like Nord Shares and Xiangtan Electric achieving multiple consecutive limit-ups [2][6]. - The market is projected to see global solid-state battery shipments reach 614.1 GWh by 2030, with an estimated market size exceeding 250 billion yuan [8][16]. Group 2: Industry Developments - Several companies are making advancements in solid-state battery technology, with Ion Storage Systems in the U.S. beginning production and shipping test batteries to clients, including the U.S. Department of Defense [3][19]. - Companies like Winbond Technology and Guoxuan High-Tech are reporting progress in their solid-state battery production lines, with Guoxuan's pilot line now operational [11][12]. Group 3: Technological Advantages - Solid-state batteries are recognized for their high safety and energy density, with ongoing developments expected to accelerate their commercialization [4][9]. - Ion Storage Systems claims its solid-state batteries have a 50% higher energy density than traditional lithium-ion batteries and are designed to minimize fire risks [20][22]. Group 4: Future Projections - Analysts predict that the solid-state battery market will enter a rapid growth phase in China by 2027, with significant investments planned for production capacity [16]. - Major automotive companies, including SAIC and Changan, are planning to integrate solid-state batteries into their vehicles by 2027, with ambitious production targets set [13][14].

美国电池制造商Ion投产固态电池，电池技术领域迎革命？ 据媒体20日报道，美国初创企业Ion Storage Systems已开始生产固态电池，该技术有望在智能手机和电 动汽车领域带来突破性进展。 媒体介绍称，该公司采用独特的陶瓷基板技术，其固态电池的能量密度比传统锂离子电池高出50%，充 电速度更快，且几乎不存在起火风险。 据悉，Ion Storage Systems获得了美国能源部下属高级研究计划局-能源（ARPA-E）2000万美元的规模 化资助，以支持其产品制造和成本降低的初步步骤。 目前，该公司的固态电池已在其位于马里兰州的工厂开始生产，向潜在客户发货测试，包括美国国防部 和多家未具名的电子产品制造商。 尽管固态电池技术被视为下一代电池革命的关键，但该领域长期面临技术瓶颈和商业化困难。据研究机 构PitchBook数据显示，全球对固态电池公司的风险投资预计将降至2017年以来的最低水平。 然而，Ion的技术突破可能改变这一格局。该公司独特的制造工艺使其能够利用现有电池生产设施，大 幅降低资本投入要求，为大规模商业化铺平了道路。 从燃料电池到固态电池，技术突破解决行业痛点 固态电池被誉为电池技术的圣杯 ...

Core Viewpoint - Wuhan Zhongyuan Yangtze Technology Development Co., Ltd. was fined 43,000 RMB for violating national export control regulations regarding the export of lithium thionyl chloride batteries [1][3][10] Summary by Relevant Sections Administrative Penalty - The penalty was issued by Shanghai Pujiang Customs on June 19, 2025, for the company's failure to provide necessary export licenses for controlled items [1][3] - The total value of the exported batteries involved in the violation was approximately 1,132,508.16 USD, with a determined illegal operating amount of 85,546.95 RMB [3][5] Violation Details - The company exported lithium thionyl chloride batteries from May 2022 to April 2024, involving 17 customs declarations [3][5] - The thionyl chloride component is listed in the national "Dual-Use Items and Technologies Export License Management Catalog," requiring an export license that the company did not submit [3][5] Compliance and Appeal Process - The company must pay the fine within 15 days of receiving the penalty notice, with a daily late fee of 3% applicable if not paid on time [3][7] - The company has the right to appeal the decision within 60 days to Shanghai Customs or file a lawsuit within six months to the Shanghai Second Intermediate People's Court [3][7] Company Background - Wuhan Zhongyuan Yangtze Technology Development Co., Ltd. is part of China Electronics Corporation and has a long history in the development and production of physical and chemical power sources, being one of the pioneers in lithium battery research and production in China [10]

锂电前段制造走向更高效、更节能、更绿色。 过去五年，中国电池制造企业以"速度+规模"领跑全球，带动了整条供应链的大跃进。但进入2024年之后，制造话语权重构，电芯价格已来到0.3 元/Wh区间，主力企业出海加速，产线复制不再仅靠设备堆砌，精度、能效、空间利用率成为影响订单与交付的核心指标。 尤其在前段制浆—涂布—干燥环节，尽管自动化程度已较高，但仍长期面临高能耗、高占地、高碳排等结构性问题。传统热风烘箱依赖锅炉、导热油系 统，占地动辄数百平米， 运行能 耗 可占整条产线总耗的近三分之一。 随着出海项目逐步落地， 如何在"节能减排+快速交付"的双重约束下突破前段 工艺瓶颈，成为产业共识。 6月25-26日 ， 第十八届高工锂电产业峰会 将在 常州金坛万豪酒店 举办。 在25日下午的电池应用专场一上 ， 雷索新材料 将发布其 新一代高效涂 布干燥技术——平面红外系统 。作为热风干燥之外的一条"颠覆性工艺路线"，为锂电制造"精益化"与"绿色化"提供了可落地的新解法。 红外技术跃升前段干燥"主力" 红外干燥技术并非新概念，但传统灯管式红外由于温控粗放、波长短、转化效率低，在锂电前段一度只能作为热风的辅助。雷索此次发布 ...

Core Viewpoint - The company, Keda Li (002850), plans to invest up to 50 million euros in Hungary for the construction of a precision structural component project for power batteries, with an expected annual output value of approximately 100 million euros upon full production [1] Investment Details - The investment will be funded through the company's own resources, covering aspects such as factory construction, machinery procurement, and working capital [1] - The project is expected to take about 24 months to complete, depending on market demand and business development [1] Production Capacity - The project will focus on the production of precision structural components for lithium batteries [1] - Once fully operational, the project is projected to achieve an annual output value of around 100 million euros [1]

Core Points - The company will hold a shareholder meeting on June 27, 2025, to discuss the election of the ninth board of directors and hear the independent directors' annual reports [3][4] - The company reported a net profit attributable to shareholders of 19,382,916.89 yuan for 2024, while the parent company's distributable profit at year-end was -307,288,411.97 yuan, leading to no cash dividend distribution for the year [7][8] - The company plans to continue employing the auditing firm for the 2025 financial year, with the audit fees to be determined based on actual work performed [8][10] Meeting Agenda - The agenda includes the election of non-independent and independent director candidates, listening to the independent directors' annual reports, and voting on the proposals [3][4] - The meeting will also involve the announcement of voting results and the reading of resolutions by the witnessing lawyer [5][6] Supervisory Committee Report - The supervisory committee held six meetings in 2024, addressing various issues including accounting errors and quarterly reports [4][6] - The committee confirmed that the company's internal control systems are functioning effectively without major defects [7] Financial Performance - The company’s financial data for 2024 reflects a negative distributable profit, resulting in no cash dividends or capital reserve transfers [7][8] - The auditing firm provided a standard unqualified opinion on the company's financial statements, affirming compliance with accounting standards [6][7] Proposed Changes - The company proposes to abolish the supervisory committee, transferring its powers to the audit committee of the board of directors [10][11] - Amendments to the company's articles of association are also proposed to reflect the changes in governance structure [12][13]

倒计时20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 经历了 2024年的低迷，2025年锂电池产业链扩产又迎来一波小高潮。 从投资规模和建设进度来看，头部电池企业在国内外市场表现活 跃，尤其是动力电池宁德时代。 宁德时代厦门累计 投资超 330亿 近年来，宁德时代频频加码在厦门的投资，其 投资版图 从产能建设、技术创新研发到资本投资不断延伸，福建厦门基地正 推动厦门形成动力 电池产业集群式发展 。 产能投资上， 2021年，宁德时代出资5亿元，成立厦门时代新能源科技有限公司（简称"厦门时代"），持股100%，宁德时代正式落户厦 门。厦门时代聚焦动力电池系统研发与生产。此后，厦门时代锂离子电池生产基地项目(一期)便正式报建，总投资130亿元。 同一年， 宁德时代 还与 ATL合资成立厦门新能安，聚焦中型电池应用市场。 技术研发上， 2024年6月，厦门市和宁德时代深入合作的最新成果——电化学储能系统建设项目（一期）已经正式开工。该项 ...

倒计时20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 据当地媒体报道，6月19日，位于 天津宝坻九园工业园区的 飞毛腿绿色储能智能制造项目正式开工。 该项目占地 500亩，总投资 50亿元 ，是 宝坻区首个储能智造项目。 项目将聚焦电力储能电池箱、电池簇、商用车换电PACK插箱、大型电 力集装箱储能预制舱以及工商业储能系统、二轮换电电池PACK等高端产品的研发与制造，计划建设15条方型锂电池PACK自动生产线、6条 储能集装箱自动装配线及2条工商业储能生产线，规划年产能达96GWh。 项目 投产后，预计年产值将实现约100亿元，未来将打造成为北方地区新能源储能领域的"超级工厂"。 飞毛腿（天津）储能科技有限公司（下文简称：飞毛腿储能）董事长王鑫 表示， 天津工厂的建设，标志着飞毛腿公司正式开启'南北呼应、 双核驱动'的发展新格局，两大基地将通过技术协同与产能联动，辐射全国乃至全球储能市场。 飞毛腿储能是该 绿色储能智能制造项目的建设 ...