远景动力近日宣布其位于美国田纳西州工厂的储能电池产线投产，一期产能 7GWh，满足头部客户高品质储能产品需求，助力全球能源零碳转 型。 远景动力田纳西工厂于 2012年建成投产，是全球最早在美大规模量产动力电池的企业。此次新建储能电池产线的投产将进一步巩固远景动力 全球供应链布局。 计，2024年远景动力海外储能电芯出货量位列全球前三。 （ 来源：远景动力） | 往 | 期 | 回 | 顾 | | --- | --- | --- | --- | | 01 | ｜ | 一周锂电新闻汇总 | | | 02 | ｜ | 阳光电源推出储能新品 | | | 03 | ｜ | 2万吨锂电池破碎回收系统项目落地宜昌 | | | ｜ | 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7月10-11日深 | 04 | 圳举办 | 点击阅读原文，即可报名参会！ 作为全球化布局最早、主流市场覆盖全面的电池科技公司， 远景动力是目前少数在三大洲实现锂电池大规模量产的企业之一。 自 2024年以 来，远景动力全球化业务进展迅速，位于中国沧州、日本茨城，法国杜埃的工厂均已顺利投产，西班牙工厂顺利开工。 截至目前，远景动力已 在中国、 ...

Group 1 - The overall consumer price index (CPI) showed a slight decline in May, with a month-on-month decrease of 0.2% and a year-on-year decrease of 0.1%, influenced by seasonal factors and falling oil prices [1][2] - Core CPI, excluding food and energy, increased by 0.6% year-on-year, indicating a strengthening demand in certain sectors, supported by holiday consumption and a recovery in travel services [2][3] - Energy prices fell by 1.7% month-on-month, contributing significantly to the overall CPI decline, with a year-on-year decrease of 6.1% [1][2] Group 2 - Food prices decreased by 0.2% month-on-month, with fresh vegetable prices dropping by 5.9%, while some fresh fruits and fish saw price increases due to supply constraints [2][3] - The producer price index (PPI) decreased by 0.4% month-on-month and 3.3% year-on-year, but some sectors showed positive price trends, particularly in consumer goods [3][4] - Prices in high-tech industries, such as integrated circuits and wearable devices, increased year-on-year, reflecting a shift towards high-end, intelligent, and green production [4][5] Group 3 - The demand for high-tech products is growing, leading to price increases in related industries, while the prices in the solar and lithium battery sectors showed a narrowing decline [5] - The positive impact of macroeconomic policies is expected to further stimulate domestic demand and promote reasonable price recovery in the future [5]

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： 源电新能官微 6月6日，浙江杭州钱塘（新）区举行2025年高质量项目建设推进大会，期间， 源电新能源全固态电池产 业基地签约。 项目计划总投资约25亿元，由浙江路贸通控股集团投资，将建设高端数字化工厂（固态系列产品） 5GWh 固态电池（兼容半固态）生产线 ，预计达产后年产值50亿元，税收1.5亿元，未来将导入锂空气燃料电池 相关研发生产。 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~ 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） ...

Core CPI and Economic Policy - The core CPI shows a steady upward trend, reflecting the effectiveness of macroeconomic policies and the increasing impact of domestic demand on prices [1][5] - In May, the core CPI excluding food and energy prices rose by 0.6% year-on-year, an increase of 0.1 percentage points from the previous month [2][4] CPI and PPI Trends - In May, the CPI decreased by 0.2% month-on-month and 0.1% year-on-year, while the PPI fell by 0.4% month-on-month and 3.3% year-on-year, with the year-on-year decline widening by 0.6 percentage points [2][7] - Energy prices dropped by 6.1% year-on-year, contributing approximately 0.47 percentage points to the CPI decline [4] Food Prices and Consumer Demand - Food prices decreased by 0.4% year-on-year, with pork prices rising by 3.1% but showing a decline in growth rate compared to the previous month [4] - The analysis indicates that consumer demand is in a critical recovery phase, with expectations of gradual improvement in consumption as counter-cyclical policies take effect [4][5] Sector-Specific Price Movements - Certain sectors are experiencing marginal price improvements, with some consumer goods seeing price stabilization or increases [8] - High-tech product demand is expanding, leading to price increases in sectors such as integrated circuits and aircraft manufacturing [8] Future Price Outlook - Short-term inflation may face dual pressures, with expectations of continued negative growth in CPI and PPI in the second and third quarters [9] - Recent financial policies may signal the start of a new round of incremental policies aimed at stabilizing employment, businesses, and market expectations [9]

Group 1: CPI Analysis - In May, the Consumer Price Index (CPI) decreased by 0.2% month-on-month and by 0.1% year-on-year, while the core CPI, excluding food and energy, increased by 0.6%, with the growth rate expanding by 0.1 percentage points compared to the previous month [1][2][3] - The month-on-month decline in CPI was primarily driven by a 1.7% decrease in energy prices, which accounted for approximately 70% of the total decline in CPI [2] - Food prices fell by 0.2%, with seasonal vegetables seeing a 5.9% price drop, while prices for eggs, pork, and poultry slightly decreased by 0.3% to 1.0% [2][3] Group 2: PPI Analysis - The Producer Price Index (PPI) decreased by 0.4% month-on-month and by 3.3% year-on-year, with the year-on-year decline expanding by 0.6 percentage points compared to the previous month [1][4][5] - The month-on-month PPI decline was influenced by international factors, including a 5.6% drop in oil and gas extraction prices and a 3.5% decrease in refined oil product manufacturing prices [4] - Some sectors showed marginal price improvements, with consumer demand policies positively impacting prices in certain industries, such as a 12.8% increase in the price of arts and crafts and a 0.8% rise in footwear manufacturing [5]

摘要 主流电池企业积极推进中试线，预计明年底具备吉瓦时产能，2027 年 小批量生产，表明全固态电池量产化进程加速，或将影响相关股票的长 期估值。 硫化物固态电解质材料成本大幅下降，供应商增多，自主合成成本降至 几千元每公斤，为全固态电池商业化提供成本优势，利好相关材料企业。 设备厂家数量显著增加，自主研发核心设备涌现，全固态工艺逐渐成熟， 设备国产化降低生产成本，提升国内设备厂商竞争力。 干法和湿法成膜工艺日趋成熟，全固态电芯已能连续生产，技术突破超 出预期，或将提前实现国家项目验收目标，刺激市场对相关企业的投资 信心。 国家 718 项目推动全固态电池发展，严格的验收标准和广泛的企业参与 加速技术进步和产业链发展，为全固态电池大规模应用奠定基础。 工信部中期验收包括能量密度等性能指标，目前企业已基本实现 350 瓦 时每公斤能量密度，行业进展超前，预示全固态电池技术有望提前进入 市场。 硅碳负极仍是当前主要选择，但为提升能量密度，未来需依赖金属锂。 真空镀膜工艺有望解决金属锂负极界面问题，提升电池能量密度至 500- 600Wh/kg。 Q&A 固态电池行业在过去半年中有哪些显著变化？ 固态电池产业链追踪 ...

智通财经APP获悉，广发证券发布研报称，2025年香港IPO市场或迎来全面复苏。截至2025年5月31日，港交所IPO数量达28家，较2024年同期增长7.1倍， 中概股回归港股、A股公司发行H股等也将进一步带动市场热度。 广发证券主要观点如下： 港股IPO提速的市场背景： (1)成交量方面，2025年至今恒生指数日均成交量达2409.16亿港元，市场活跃度维持在较高水平。 (2)换手率方面，2025年至今日均换手率达38.2%，市场情绪好。 内陆企业赴港上市原因：(1)政策支持，鼓励中国优质资产国际化;(2)宽松的政策环境为在港上市提供了灵活的上市机制与较高的上市效率;(3)企业自身出 海战略和国际化发展需要。 2025年至今A股赴港IPO募资投向：(1)产能扩张与项目建设;(2)研发与技术投入;(3)海外市场拓展，包括销售渠道建设、跨境电商、矿山收购等;(4)并购与战 略投资;(5)营运资金补充。 | 公司 | 用途 | | | --- | --- | --- | | 宁德时代 | (1) 约90%或 27.646.1百万港元将用于推进匈牙利项目第一期及第二期建设: | | | | (2) 约 10%或 ...

近年来，德尔股份固态电池研发成果显著。2023年，公司在日本开发的固态电池样品已通过第三方机构 多项严苛安全测试，包括针刺、加热和过充电实验，安全性表现突出。2025年，德尔股份固态电池技术 攻关持续突破，在今年2月举行的东京国际二次电池展上，公司展示了第二代固态电池产品，能量密度 达到260Wh/kg，而第三代固态电池产品的目标能量密度将突破400Wh/kg。 今年年初，德尔股份在上海设立的试制线成功完成国内首款固态电池样品的制备，验证了核心涂覆工艺 在国内生产环境下的可复制性，具备为新能源汽车、无人机、机器人等多应用场景进行定制化开发的能 力。 当前行业普遍认为，全固态电池的商业化应用预计将于2027年左右在部分高端车型上实现装车，并有望 在2030年进入更大规模的量产阶段，从而有力推动新能源汽车实现续航里程突破1000公里、充电时间缩 短至10分钟以内的目标。如今，国内外主流电池企业均已跑步入场，全力抢占技术制高点和产业化先 机。中泰证券指出，固态电池将在"政策引导+市场需求+技术迭代"三重驱动力的共同作用下，带动锂 电池行业完成新一轮升级革命。 （文章来源：证券时报网） 德尔股份微信公众号日前发文表示 ...

【DT新材料获悉】 获悉，近日， 众钠能源 成功完成A2轮融资，投资方包括天德投资及老股东赛泽 资本，A轮总融资额近3亿元，融资资金将重点投向技术研发、产能布局及市场开拓等方面。 众钠能源 成立于 2021年1月 ， 是一家 钠离子电池研发商 ，围绕聚阴离子技术路线深度攻关，依托该路线， 公司已于2022年推出了旗下主打产品之一——硫酸铁钠电池。公司通过全固态预混技术与低温烧结工艺的完美 结合， 不仅可将材料量产的能耗削减至磷酸铁锂正极材料的70%以下，更实现了完全无废排放的"绿色制 造"， 原料利用率近100% 。 众钠能源将持续突破材料体系创新，优化产品开发流程，完备生产工艺制程，全力推进盐城百固和眉 山里钠建设。 其中，盐城百固钠电与固态电池中试量产基地已于2024年11月开工建设并将于6月投 产。 该项目是众钠能源依托与中国科学院上海硅酸盐研究所温兆银教授团队的联合研发，对未来固 态钠电技术的备战 。 在应用场景拓展方面，众钠能源将进一步分层次拓展轻型动力、启停电源，备用电源、储能等核心场 景的示范攻坚和规模应用，继续作为行业旗手，推动硫酸铁钠电池规模化落地。 具体来看，在轻型动力场景，众钠能源已形成 ...

Group 1: Semiconductor Industry - Broadcom reported Q2 adjusted net revenue of $15 billion, exceeding analyst expectations of $14.96 billion, and expects Q3 revenue around $15.8 billion, slightly above the forecast of $15.72 billion [2] - The company anticipates continued growth in AI chip sales into FY2026 due to increased spending from major clients on AI inference [2] - Other semiconductor companies, such as STMicroelectronics and Texas Instruments, have also indicated positive demand outlooks, suggesting a sustained recovery in the global semiconductor industry [2] Group 2: Ethylene Export Restrictions - Recent reports indicate that the U.S. government has notified energy companies to apply for licenses to export ethane to China, with one company's request being denied [2] - This move is perceived as a response to China's rare earth export controls, potentially impacting domestic ethylene cracking enterprises due to reliance on U.S. imports [2] Group 3: Lithium Battery Industry - The lithium battery industry is experiencing a significant downturn, with 108 Chinese lithium companies reporting a 11.87% decline in overall revenue in 2024, and a 67.27% drop in net profit [5] - Over 30 lithium manufacturing companies have ceased operations in the past two and a half years, with total investments exceeding 100 billion [5] - Northvolt's bankruptcy filing is seen as a landmark event in the industry's inventory reduction and capacity cut cycle, indicating a potential upcoming recovery phase [5] Group 4: Consumer Sector - Baiya Co. achieved revenue of 999.5 million yuan in Q1 2025, a significant increase of 30.10% year-on-year, with net profit rising by 27.27% [7] - The company experienced a notable growth in offline channels, with revenue from this segment reaching 650 million yuan, up 49% year-on-year [7] - Baiya's expansion into non-core provinces has resulted in a 125.1% increase in revenue, indicating a strong national growth strategy [7]