科技创新和产业创新深度融合。创新策源能力持续提升，英歌石科学城创新发展，获批5家全国重 点实验室，新获评雏鹰企业109家、瞪羚企业22家；今年将在动力电池、低空经济、化工新材料、生命 科学领域布局建设大连市首批概念验证中心、中试小试平台，进一步加速科技成果转化。产业集群发展 取得新突破，绿色石化产业集群、工业母机集群获评国家级先进制造业集群。在高端化智能化绿色化转 型上，累计建成142家省级数字化车间和智能工厂、37个省级工业互联网平台，培育130家省级以上绿色 工厂、2个国家级绿色工业园区。新兴产业聚能起势，金普新区氢能产业园开园，大连市加入国家燃料 电池汽车示范城市群，全市布局低空起降点280个，开通3条陆岛直升机航线。 深化改革和扩大开放走深走实。制定实施6.0版营商环境提升方案，推出48项提升举措。"一企一 策"深化国企改革，市属国企资产总额同比增长6.9%，实现营业收入同比增长8.6%。对外开放水平进一 步提升，全市新设外资企业36家、同比增长38.5%。大连自贸片区整合提升加速，国内首单国际航行船 舶保税液化天然气岸基加注业务落户，两架保税融资租赁飞机业务落地，大窑湾保税物流中心运营。大 连市获批 ...

Core Insights - The global power battery installation volume reached 221.8 GWh in Q1 2025, marking a year-on-year growth of 38.8% [3] - Chinese companies dominate the global power battery market, holding a combined market share of 67.5% in Q1 2025, up from 60.4% in 2022 [2][4] - CATL remains the largest player globally, with an installation volume of 84.9 GWh, representing a 40.2% year-on-year increase [1][4] Group 1: Market Performance - The top ten companies in global power battery installation volume include six Chinese firms, with a total market share of 67.5% [1][2] - BYD's battery installation volume grew by 62% to 37 GWh, securing the second position [1][5] - The overall market for power batteries is expanding, with significant contributions from Chinese manufacturers [2][5] Group 2: Company-Specific Insights - CATL continues to lead the market, supplying batteries to major global automakers like Tesla and BMW [4][12] - Honeycomb Energy has shown the highest growth rate at 100.2%, driven by a surge in orders and recognition of its short-blade battery technology [1][4] - Gotion High-Tech's battery installation volume surged by 86.6% to 7.7 GWh, indicating strong demand from various automakers [5][19] Group 3: Competitive Landscape - Korean manufacturers, including LG Energy, SK On, and Samsung SDI, have seen a decline in market share, collectively holding 18.7% in Q1 2025, down 4.6 percentage points from the previous year [9][10] - LG Energy's battery installation volume increased by 15.1% to 23.8 GWh, but its market share fell to 10.7% [9][11] - Samsung SDI reported a decline in battery installation volume, primarily due to weak demand for its products [10][11] Group 4: Future Trends and Innovations - The focus on solid-state batteries is intensifying, with companies like CATL and Gotion High-Tech investing heavily in this technology [13][14] - The energy storage sector is emerging as a new battleground for competition, with significant growth potential driven by rising demand for clean energy solutions [15][20] - Companies are diversifying their product lines to include energy storage systems, with LG Energy and CATL making significant strides in this area [18][19]

-广告- 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~ 会议详情 I C C S I N O END 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） 本文来源： PChome电脑之家 据了解，新国标于2025年3月28日发布，2026年7月1日起实施。与旧版相比，它进行了多处重大升级。 热扩散测试标准从 "起火爆炸前5分钟预警"，升级为"电池需确保不起火、不爆炸且烟气无害"；新增底部 撞击测试项目，要求电池在遭受底部撞击后无泄漏、无外壳破裂且满足绝缘要求。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 近日，比亚迪宣布自家的刀片电池和闪充刀片电池双双提前通过最新国标GB 3803-2025《电动汽车用动 力蓄电池安全要求》全项检测，并获得中汽研汽车检测中心专业认证证书。 ...

尽管新能源汽车动力电池"退役潮"尚未到来，但废旧动力电池综合利用产业已挤满大量提前布局的企业。 当前行业面临双重压力：一是退役量预判与实际需求存在偏差，二是非正规回收渠道的冲击，导致市场呈现典 型的卖方特征和价格倒挂现象，整体盈利能力承压。 受访业内专家表示，预期在4—5年后到来的动力电池"退役潮"有助于缓解供需错配压力，但行业发展仍需加强 引导。当前，国家正在加紧修订《新能源汽车动力蓄电池回收利用管理暂行办法》，并将其升格为部门规章， 通过源头管控确保退役电池进入正规途径，并明确各行政单位、执法机构在推动行业规范发展中的分工，破 解"九龙治水而水不治"的难题，推动行业形成良币驱逐劣币的发展格局。 供需错配 行业寒冬延续 企查查数据显示，我国现存的17.2万家电池回收相关企业中，超六成企业于3年内成立。截至5月1日，2025年 我国新注册电池回收相关企业15202家。 然而，与产业扩张"热情"形成鲜明对比的是企业生产线的"冷清"。 《中国锂离子电池回收拆解与梯次利用行 业发展白皮书（2025年）》显示，截至2024年底，中国白名单锂离子电池的梯次利用和回收拆解产能为423.3 万吨/年，2024年中国废旧锂离 ...

市场对于动力电池"退役潮"预判的失真很大程度上引发行业产能供需错配，行业内卷加剧。根据工信部 2016年出台的规定，2024年后，新能源汽车动力电池陆续"脱保"，然而"脱保"并不代表用户会立刻报废 电池。 尽管新能源汽车动力电池"退役潮"尚未到来，但废旧动力电池综合利用产业已挤满大量提前布局的企 业。当前行业面临双重压力：一是退役量预判与实际需求存在偏差，二是非正规回收渠道的冲击，导致 市场呈现典型的卖方特征和价格倒挂现象，整体盈利能力承压。 受访业内专家表示，预期在4—5年后到来的动力电池"退役潮"有助于缓解供需错配压力，但行业发展仍 需加强引导。当前，国家正在加紧修订《新能源汽车动力蓄电池回收利用管理暂行办法》，并将其升格 为部门规章，通过源头管控确保退役电池进入正规途径，并明确各行政单位、执法机构在推动行业规范 发展中的分工，破解"九龙治水而水不治"的难题，推动行业形成良币驱逐劣币的发展格局。 供需错配行业寒冬延续 近些年，随着我国新能源汽车产业发展，动力电池综合利用产业快速成长。出于对新能源汽车产销规模 快速增长和动力电池"退役潮"的综合评判，社会资本普遍看好动力电池综合利用市场发展前景，大量企 业投 ...

Industry Overview - The Ministry of Industry and Information Technology emphasizes the construction of a recycling system for new energy vehicle power batteries, focusing on improving regulatory standards and accelerating the formulation of relevant laws and regulations [1] - The recycling market for power batteries in China has shown explosive growth, with the market size expected to exceed 40 billion yuan by 2025, reflecting a compound annual growth rate of over 30% [2] - The rapid increase in the number of new energy vehicles and the periodic replacement of power batteries are driving this growth, with retired battery volumes expected to rise at a compound annual growth rate of 43% [2] Market Projections - By 2025, the scale of retired batteries is projected to reach 173 GWh, providing a substantial raw material foundation for the recycling market [3] Company Developments - Chuaneng Power is investing in a lithium battery recycling base in Southwest China, covering the entire process from disassembly to resource recovery [4] - Xiongtao Co., Ltd. is investing 1 billion yuan to build a battery recycling project in Chibi, which will cover both lead-acid and lithium batteries [5]

Core Viewpoint - The Hong Kong stock market is experiencing a new wave of IPO activity, with significant participation from mainland companies, leading to a record fundraising amount and a surge in the number of companies applying for listings [1][3][4]. Group 1: IPO Activity and Fundraising - As of May 27, 2023, 28 companies have listed on the Hong Kong Stock Exchange (HKEX), including major players like Midea Group and CATL [1]. - The total fundraising amount from new IPOs in Hong Kong has exceeded HKD 76 billion, representing an increase of over seven times compared to the same period last year, and reaching nearly 90% of last year's total fundraising [1][3]. - More than 140 companies have submitted IPO applications to HKEX this year, a nearly 50% increase from 97 companies in the same period last year [1][4]. Group 2: Drivers of IPO Surge - The surge in IPOs is driven by three main factors: the outbound strategy of A-share companies, regulatory conveniences, and improved liquidity in the Hong Kong market [5][6]. - A significant number of A-share companies have cited the need for offshore funding to support their international expansion in their prospectuses [5]. - Regulatory bodies in Hong Kong have optimized the listing application process, reducing the approval timeline for qualified A-share companies to no more than 30 business days [6]. Group 3: Market Outlook and Future Predictions - Deloitte predicts that approximately 80 new stocks will be listed on the Hong Kong market by 2025, with expected fundraising between HKD 130 billion to 150 billion, primarily from large A-share companies and leading mainland enterprises [4]. - The current environment is seen as favorable for Hong Kong to become a financing hub for technology innovation industries amid the ongoing US-China tech rivalry [7]. Group 4: Role of Chinese Investment Banks - Chinese investment banks are increasingly active in the Hong Kong IPO market, with firms like Huatai Securities and CITIC Securities leading in the number of IPOs sponsored [8]. - The understanding of domestic enterprises and established relationships with mainland investors are key competitive advantages for Chinese investment banks in the IPO process [8]. - The current IPO boom presents both opportunities and challenges for Chinese investment banks, including the need to navigate regulatory differences between A-share and H-share markets [8]. Group 5: Global Investment Implications - The influx of high-quality manufacturing companies from A-shares to Hong Kong is expected to attract global investment, potentially leading to a return of foreign capital and repatriation of Chinese residents' overseas funds [9].

Core Viewpoint - The competition for "safety certification" in the electric vehicle battery industry has intensified, with the new national standard GB38031-2025 mandating "non-flammability and non-explosion" as compulsory requirements [1][2]. Group 1: Industry Developments - The Ministry of Industry and Information Technology released the new safety requirements for electric vehicle batteries, emphasizing extreme scenario testing [1]. - Nine battery manufacturers and twenty automotive companies have announced compliance with the new national standard, establishing safety benchmarks for the industry [2]. Group 2: Company Achievements - CATL became the first company in China to pass the new national standard certification for its Kirin battery, achieving this milestone with multiple product lines [3]. - BYD's blade battery and flash-charging blade battery have both passed the new national standard, showcasing their technological advantages [4]. - Zhongxin Innovation successfully obtained the new national standard certification, being one of the first battery companies to do so [5]. - Ruipu Lanjun's PHEV series battery was among the first to meet the new national standard, emphasizing high safety and long lifespan [6]. - XWANDA's flash-charging battery 3.0 received certification, setting a new safety benchmark for ultra-fast charging batteries [7]. - Zeekr's self-developed battery passed extensive testing, exceeding industry standards in safety [8]. Group 3: Market Trends - Major automotive brands, including Geely and Great Wall, have announced compliance with the new national standard, indicating a widespread industry shift towards enhanced safety [9]. - The majority of top electric vehicle manufacturers have already met the new safety requirements, reflecting a proactive approach to battery safety [9].

-广告- 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~ 本文来源：鑫椤锂电 4月中国新能源汽车销量达到122.6万辆,新能源汽车国内销量102.5万辆，环比下降5%，同比增长39.3%。 新能源汽车出口20万辆，环比增长27%，同比增长76%。 美国关税扰动储能出货不及预期，国内抢装、欧洲户储爆单对冲部分下滑。 新能源汽车 | 中汽协： 4 月我国新能源汽车销量12 2.6 万辆 数据来源：中汽协，鑫椤资讯整理 动力电池 | 4 月国内动力电池装车量5 4.1 GWh，同比增长 52.8 % 据中国汽车动力电池产业创新联盟显示，4月，我国动力电池装车量54.1GWh，环比下降4.3%，同比增长 52.8%。其中三元电池装车量9.3GWh，占总装车量17.2%，环比下降7.0%，同比下降6.3%；磷酸铁锂电 池装车量44.8GWh，占总装车量82.8%，环比下降3.8%，同比增长75.9%。 1-4月，我国动力电池累计装车量184.3GWh, 累计同比增长52.8%。其中三元电池累计装车量34.3GWh， 占总装车量18.6%，累计同比下降15.9%；磷酸铁锂电池累 ...

Group 1 - The core viewpoint of the article highlights the significant rise in stock prices of several companies, including 福龙马, 粤宏远A, and 德众汽车, following a meeting focused on the construction of a recycling system for electric vehicle batteries [1] - The meeting was chaired by Li Lecheng, the Secretary of the Party Leadership Group and Minister of the Ministry of Industry and Information Technology, indicating government support for the development of the electric vehicle battery recycling industry [1] - The article notes that other companies such as 南都电源, 北巴传媒, 圣阳股份, 启迪环境, and 国轩高科 also experienced stock price increases, reflecting a broader positive sentiment in the market regarding the electric vehicle sector [1]