主办单位 宁波德泰中研信息科技有限公司 （ DT新材料） 支持单位 浙江吉信资源循环科技有限公司（吉利汽车集团循环产业中心） 广汽埃安新能源汽车股份有限公司 万向一二三股份公司 宁波中车新能源科技有限公司 国家车用超级电容器系统工程技术研究中心 上海奥威科技开发有限公司 天能控股集团有限公司 宁波维科电池有限公司 江西远东电池有限公司 第四届固态电池大会暨硅基负极产业创新大会 聚产业链升级，助商业化加速 鸣谢单位 （排名不分前后） 北京精微高博仪器有限公司 苏州晶玺茂机械科技有限公司 元力新能源碳材料（南平）有限公司 安徽儒特智能装备股份有限公司 杭州嘉悦智能设备有限公司 咸阳科源新材装备有限公司 深圳市新威尔电子有限公司 山东泰和科技股份有限公司 广东茹天机械设备科技有限公司 Alicat艾里卡特中国 武汉市蓝电电子股份有限公司 苏州多洪伟机械设备制造有限公司 上海迈克孚生物科技有限公司 上海励途超高压设备有限公司 佛山市赛普飞特科技有限公司 河南省大潮炭能科技有限公司 深圳市科晶智达科技有限公司 东莞市利腾达智能装备有限公司 伊特克斯惰性气体系统（北京）有限公司 湖南索理德新材料科技有限公司 长沙西丽纳米 ...

Key Takeaways POSCO unveiled a research and development lab in Perth to boost battery materials and rare earths. The lab supports POSCO's drive for raw material localization and carbon-reducing innovations. PKX aims to advance tech in lithium, nickel and rare earths through local collaboration.POSCO Holdings (PKX) has opened the Australia Critical Minerals R&D Lab in Perth with the goal of achieving ultra-gaps in technological competitiveness in the steel, battery material, raw materials and rare earth in ...

Core Insights - Electra Battery Materials Corporation and the Three Fires Group have made significant progress on the Aki Battery Recycling joint venture, marking the first Indigenous-led lithium-ion battery recycling initiative in Canada [1][2] - The Aki venture aims to create a low-emission, circular solution for battery waste management, enhancing domestic supply chains and reducing reliance on offshore processing [1][5] Joint Venture Overview - The Aki Battery Recycling joint venture was launched in 2024, focusing on establishing a First Nations-led lithium-ion battery recycling company [2] - Aki will process end-of-life lithium-ion batteries and manufacturing scrap in a state-of-the-art facility, producing high-grade copper, aluminum, and steel products [2][3] Black Mass Production - The pre-processing facility will generate a high-value intermediate product known as black mass, which contains critical minerals such as lithium, nickel, cobalt, manganese, and graphite [3][12] - Black mass will be processed at Electra's hydrometallurgical refinery, facilitating a localized closed-loop supply chain for battery manufacturers [3][12] Leadership and Expertise - Reggie George has been appointed President of Aki, bringing over a decade of experience in project management and capital raising [4] - Andre Marais has been appointed Director of Strategy & Corporate Development, with more than 15 years of experience in technical and commercial roles [4] Indigenous Economic Participation - Aki Battery Recycling emphasizes Indigenous economic participation in the battery supply chain, aiming to create long-term benefits for First Nations communities [5][6] - The venture aligns with traditional values of stewardship and responsibility for the land, promoting a regenerative model of economic growth [7] Facility and Operations - The proposed facility will recycle enough lithium-ion battery scrap to supply up to 100,000 new electric vehicles annually [9] - Aki is evaluating prospective sites for the facility, focusing on locations near lithium-ion battery manufacturers and First Nations lands [8][10] Funding and Feasibility - Aki is engaged in discussions with government partners to secure funding for a bankable feasibility study on the pre-processing facility [11] - The project aligns with Canadian funding streams that prioritize clean technology and Indigenous-led infrastructure [11] Environmental Impact - The integration of Aki's black mass production with Electra's refining process aims to create one of the lowest carbon footprint recycling supply chains globally [12][13] - The venture addresses a critical supply chain gap in Ontario, which currently lacks battery recycling capabilities despite projected annual battery scrap generation of up to 30,000 tonnes by 2030 [10] Market Positioning - Aki will operate predominantly on a tolling fee basis through long-term contracts, ensuring stable returns independent of commodity prices [13][14] - The venture aims to strengthen Canada's capacity to retain and reuse critical minerals, supporting domestic industrial growth and reducing carbon emissions related to material transportation [14]

Core Insights - The Aqueous Organic Redox Flow Battery (AORFB) market is projected to grow from USD 1.4 Billion in 2024 to USD 2.8 Billion by 2030, with a compound annual growth rate (CAGR) of 12.1% [1][13]. Market Drivers - The increasing deployment of renewable energy sources like solar and wind is driving demand for reliable energy storage solutions to address intermittency issues [2][6]. - AORFBs are particularly suited for long-duration energy storage, offering flexible power and energy configurations, making them ideal for utility-scale and decentralized applications [2][6]. - The use of non-toxic, water-based organic electrolytes provides environmental and safety advantages over conventional battery systems, aligning with global sustainability targets [3][4]. - Advances in organic chemistry and government support through subsidies and clean energy mandates are accelerating investment in AORFBs, reinforcing their role in the transition to low-carbon energy systems [4][7]. Market Challenges - High initial capital costs due to specialized components and materials required for AORFB systems hinder widespread adoption [8][9]. - The complexity of balance-of-plant requirements, including pumps and site-specific infrastructure, adds to the total cost, particularly affecting utilities and developers in cost-sensitive markets [9]. Market Trends - Innovations in organic electrolyte chemistry and custom molecule design are key trends, with redox-active organic molecules being engineered to improve performance attributes [10][11]. - Molecular customization allows manufacturers to fine-tune battery performance for specific applications, enhancing reliability, scalability, and sustainability [11]. Key Market Players - Notable companies in the AORFB market include ESS, Inc., JenaBatteries GmbH, RedT Energy Storage, ViZn Energy Systems, Inc., Sumitomo Electric Industries, Ltd., Redflow Limited, Invinity Energy Systems, and CellCube Energy Storage Systems Inc. [15].

Group 1 - The core point of the article is the announcement by a South Korean research team about a new silicon-based battery technology that can achieve a single charge range of 4800 km, potentially revolutionizing the electric vehicle (EV) industry [1][4][22] - Current mainstream electric vehicles have a range of 500-800 km, with extended-range models reaching over 1000 km, making the new technology a significant advancement for long-distance travel [2][4] - The silicon-based battery replaces traditional graphite anodes, with a theoretical capacity of 4200 mAh/g compared to graphite's 372 mAh/g, which is over ten times higher [5][9] Group 2 - The main challenge of silicon anodes is their significant volume expansion during charging and discharging, which can reach 300%, compared to only 10-12% for graphite, leading to potential battery life issues [6][8] - The South Korean team claims to have developed a new binder material that mitigates the expansion issue, resulting in a 25% higher energy density than traditional graphite batteries [11][12] - Despite the promising results, the transition from laboratory success to commercial production faces significant hurdles, including cost and the need for supply chain adjustments [16][17][18] Group 3 - Industry data indicates that from 2023 to 2024, domestic silicon-carbon anode material production capacity is planned to exceed 400,000 tons, with an investment of over 20 billion yuan, suggesting initial battery prices will be high and likely limited to premium models [16][17] - The new national standard for electric vehicle batteries in China, effective in 2026, requires a cycle life of at least 1500 times, which may accelerate breakthroughs in silicon-based anode technology [21] - The future landscape of power batteries is expected to feature a diverse structure with solid-state high-end, silicon-based mid-high-end, and sodium batteries at the low end over the next five years [22]

【DT新材料】 获悉 ， 6月6日，在杭州钱塘（新）区的高质量项目建设推进大会上， 源电新能源全 固态电池产业基地项目 正式签约。该项目由 浙江路贸通控股集团投资 ， 总投资约25亿元人民币 。 参会/赞助扫码报名 主办单位 宁波德泰中研信息科技有限公司 该基地计划建设一条5GWh固态电池（兼容半固态）生产线，配备高端数字化工厂，项目达产后，预计 年产值将达到 50亿元 ，贡献税收1.5亿元。未来，该基地还将引入锂空气燃料电池相关的研发与生 产。该项目预计2026年投产。 值得注意的是，该项目已于2025年4月11日由杭州市钱塘区人民政府招商中心、深圳源电新能源有限 公司以及浙江杭州路贸通储能公司签署三方合作框架协议。6月6日下午，源电新能源与产业股东路贸 通进一步签订了合作协议，标志着项目正式进入投资建设阶段。 作为技术主导方，源电新能源专注于硫化物固态电解质路线的固态电池关键材料、工艺和设备研发与制 造。其技术团队由原特斯拉超级电池工厂总监李博士领衔，拥有先进的固态电池锂电设备及工艺专利技 术。 在杭州， 除了源电新能源，赣锋锂业、 南都电源 也在杭州积极布局固态电池项目。 赣锋锂业： 今年4月25日发布 ...

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 ...

Core Viewpoint - CBAK Energy Technology, Inc. is actively pursuing collaboration opportunities with FAW Group to supply its upcoming Model 46950 battery cell, indicating a strategic move to re-enter the electric vehicle (EV) battery market [1][5]. Group 1: Company Developments - CBAK Energy's delegation, led by the Principal of the Academy of Research & Development, visited FAW Group to discuss potential collaboration [2]. - The Model 46950 cell, designed for EV applications, features two variants with NCM and a hybrid of LMFP and NCM chemistry, offering energy density improvements of approximately 65.64% and 22.70% over the current flagship Model 32140 [3]. - The Model 46950 supports 4C fast charging, which is double the 2C capability of the Model 32140, enhancing its appeal for EV applications [3]. Group 2: Market Positioning - The introduction of the Model 46950 is expected to position CBAK Energy favorably in the EV battery market, with an official launch anticipated next year [4]. - The CEO of CBAK Energy emphasized the importance of reestablishing connections with former partners, highlighting the strategic intent to return to the EV market [5]. Group 3: Company Background - CBAK Energy is a leading high-tech enterprise in China focused on the development and manufacturing of lithium batteries for various applications, including electric vehicles and energy storage [6].

Company Overview - QuantumScape has significantly underperformed the market, with shares declining over 20% in the past year, and remains a pre-revenue business several years post-IPO [1] - The company is currently in the "sampling stage," focusing on shipping battery system samples to potential customers for testing [3] Progress and Collaborations - QuantumScape is advancing towards commercialization by collaborating with Volkswagen Group's battery manufacturing company and other automakers, while also building a network of vendors and suppliers [4] - The company aims to produce batteries with energy density significantly higher than traditional lithium-ion batteries, capable of charging from 10% to 80% in under 15 minutes [4] Financial Status - QuantumScape is projected to incur an adjusted EBITDA loss between $250 million and $280 million for the full year [5] - The company has approximately $860 million in cash and liquidity, providing financial runway until 2028 without needing additional capital [6] Strategic Timeline - The CEO has outlined a strategic blueprint indicating that QuantumScape plans to demonstrate its technology through product samples, progressing to more comprehensive installations [8][9] - The company aims to achieve some level of commercialization of its first batteries next year, with a long-term strategy focused on continuous platform improvement [10] Market Potential - The CEO anticipates that by 2040, there will be over a terawatt-hour per year of solid-state batteries produced, positioning QuantumScape as a market leader [11] - Current EV battery production costs are around $140 per kilowatt-hour, with predictions suggesting solid-state battery costs could drop to $70 billion market size in 15 years if QuantumScape leads the market [12]

Group 1 - The event is the 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, focusing on the growth of the battery swap market and technological advancements in the industry [3][4] - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," which includes rankings for top manufacturers and operators in the sector [3][4] - The global two-wheeled vehicle battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades, presenting new opportunities for Chinese companies [3][4] Group 2 - The event will take place on July 10-11, 2025, at the Shenzhen Baon International Hotel, with an expected attendance of over 600 participants [4] - The agenda includes various specialized forums discussing trends in electric two-wheeled vehicles, battery technology, and the challenges and opportunities in the battery swap market [5][6] - Key topics will include advancements in lithium and sodium batteries, safety standards, and the impact of new regulations on battery technology [6][7] Group 3 - Notable participating companies include major players in the electric two-wheeled vehicle and battery swap sectors, such as Meituan, Didi, and various battery manufacturers like CATL and BYD [7][8] - The conference aims to facilitate discussions on the balance between energy density, cost, and safety in battery technology, as well as the application of new materials and manufacturing processes [6][8] - The event will also address the growing demand for lightweight power batteries in emerging applications such as low-altitude flight and smart home technologies [3][4]