Core Viewpoint - The article highlights the advancements in ultra-fast charging technology by JuWan Technology, emphasizing its potential to revolutionize the electric vehicle (EV) industry and make ultra-fast charging a standard feature within five years [6][5]. Group 1: Ultra-Fast Charging Technology - JuWan Technology demonstrated a charging session where a 2022 AION V Plus vehicle charged from 5% to 78% in just 3 minutes and 58 seconds, achieving an average charging rate of 8.8C [3][5]. - The company aims to make ultra-fast charging as common as automatic transmission in vehicles, predicting full market penetration within five years [6]. - JuWan's president, Pei Feng, emphasized the importance of average charging rates over peak rates, comparing it to a steady running pace versus a sprint [8]. Group 2: Regulatory Changes and Safety Standards - New national standards for high-power charging will be implemented by the end of 2024, increasing the current limit from 250A to 800A and the voltage limit from 1000V to 1500V [8]. - The Ministry of Industry and Information Technology will release stringent safety requirements for electric vehicle batteries by March 2025, mandating that batteries must not catch fire or explode under specific conditions [8]. Group 3: Product Development and Market Position - JuWan Technology is developing a competitive XFC ultra-fast charging battery, which is expected to be mass-produced soon [9]. - The company has demonstrated that its batteries, with software updates, can outperform competitors' products, showcasing a significant performance leap [10]. - JuWan's batteries have shown impressive longevity, with one battery pack exceeding 310,000 kilometers of use and a degradation of less than 5% [10]. Group 4: Future Innovations - JuWan Technology is investing in next-generation solid-state batteries, aiming for energy densities of up to 450Wh/kg and charging rates of 6C [14]. - The company has received national project support for the development and industrialization of solid-state battery technology, with expectations for breakthroughs in ultra-fast charging and high energy density within 3-5 years [14].

Core Viewpoint - CATL's IPO marks a significant step in its global expansion and commitment to the green economy, raising HKD 35.7 billion, the largest IPO in Hong Kong this year, with a stock price increase of 16.43% on the first day [6][9]. Group 1: IPO Details - CATL raised HKD 35.7 billion through its IPO, making it the largest IPO in Hong Kong in 2023 [6]. - The stock closed at HKD 306.2 per share on its debut, reflecting strong investor confidence despite geopolitical tensions and industry competition [6][9]. - The IPO attracted significant interest from global investors, including sovereign wealth funds and top market institutions [9]. Group 2: Use of Proceeds - The funds raised will primarily support CATL's expansion in Europe, with 90% allocated to its factory in Hungary, which is projected to be the largest EV battery factory in Europe [9]. - The Hungarian factory, located in Debrecen, is expected to begin trial production by the end of 2025, with an annual capacity of 100 GWh [9]. Group 3: Market Position and Future Outlook - CATL aims to position itself not just as a battery manufacturer but as a provider of system solutions and a zero-carbon technology company [9]. - The company has launched a standardized battery swap block for heavy trucks in China, which is expected to save significant costs compared to fuel-driven trucks [10][11]. - CATL predicts that by 2028, electric vehicles will account for 50% of heavy truck sales in China, up from 10% in 2024 [11].

Market Overview - The Shanghai Composite Index closed down 7.38 points, a decline of 0.22%, at 3380.19 points, with a trading volume of 438.335 billion yuan [1] - The Shenzhen Component Index fell by 74.6 points, down 0.72%, closing at 10219.62 points, with a trading volume of 664.355 billion yuan [1] - The ChiNext Index decreased by 19.82 points, a drop of 0.96%, ending at 2045.57 points, with a trading volume of 294.063 billion yuan [1] - Overall, more than 4400 stocks declined, indicating a broad market downturn [1] Sector Performance - Gaming stocks showed strength in the afternoon, while banking stocks remained robust [1] - Solid-state battery and chemical sectors experienced collective adjustments, and the consumer sector weakened, particularly in beauty and personal care [1] Investment Sentiment - The market is experiencing high-level fluctuations with scattered hotspots and poor sustainability in trends [1] - Uncertainty in policy effectiveness and industry prosperity is affecting investor confidence [1] - Future investment opportunities may be concentrated in Hong Kong stocks, particularly in gaming, military, and aquaculture sectors [1] Hong Kong IPO Market - The Hong Kong Stock Exchange has introduced policies to attract emerging industry companies and industry leaders to list in Hong Kong [2] - Notable IPOs include CATL, which raised 35.657 billion HKD, marking one of the largest IPOs in recent years [2] - As of April 30, nearly 150 companies are queued for IPOs on the Hong Kong Stock Exchange, with over 40 being A-share companies [2] Military Industry Insights - The military industry is expected to see strong near-term performance due to rising tensions in the India-Pakistan region, which supports order volumes and revenue [8][9] - China's military trade export market share was 5.80% from 2019 to 2023, with approximately 60% of this attributed to exports to Pakistan [8] - The military sector is experiencing a positive outlook driven by the "14th Five-Year Plan," "Centenary of the Army," and "indigenous replacement" strategies [10] Investment Opportunities in Innovation - The Hong Kong market is seeing a surge in high-quality technology and innovative pharmaceutical companies preparing for IPOs [6] - The military ETF has attracted over 800 million yuan in inflows recently, indicating strong market interest [6] - The performance of Chinese military equipment in real combat scenarios is expected to enhance international recognition and competitiveness [9]

20 23年9 月，习近平总书记在黑龙江考察时首次提出"新质生产力"的概 念，阐述了新质生产力的具体表现。新质生产力的提出基于改革开放积累 的雄厚的经济实力和前沿技术的不断发展，是我国生产力实现新跃迁的重 要体 现。服务 好新质 生 产 力的 发 展， 是金 融支 持高 质量 发展 的关 键 着力 点，也是实现金融业自身转型升级的现实需要。 保险作为经济减震器和社会稳定器，面对颠覆性技术和前沿技术催生的新 产业、新模式、新动能，该如何服务新质生产力的发展？四川以国家战略 为导向，聚焦低空经济、新能源产业等新质生产力核心领域，通过产品创 新、科技赋能，构建全周期、多维度的风险保障体系，为四川经济社会高 质量发展经济转型做出了突出贡献，其模式具有很好的借鉴价值。 "护航"低空经济 低空经济是新质生产力的典型代表。低空经济飞行活动包括警用航空、海关航空、通用航航空以及部分的军用航空。低空飞行器类别主要包括： eVTOL （ 300-1000 米）、工业级无人机和部分载人飞行器（ 120-300 米）和消费级无人机及部分工业级无人机（ <300 米）。低空航空器与物联网、数字智能化 和实际生产生活相结合，带动民用航空 ...

来源：环球网 2025年5月22日至25日，第七届中国西部国际投资贸易洽谈会（以下简称"西洽会"）在重庆国际博览中 心和悦来国际会议中心举行。涪陵区将围绕先进材料、新能源动力电池及轻量化部件、食品及农产品加 工、页岩气及清洁能源、现代服务业等重点产业链，集合区内51家企业，展示涪陵"2349"现代制造业集 群体系、历史人文山水城市和宜业宜居宜乐宜游的现代化城市。 本届西洽会上，涪陵区以科技为引领、以产业为根基，全方位展示了其宜业宜居宜乐宜游的现代化城市 形象。通过多元化的展示与活动，涪陵不仅彰显了传统产业升级与新兴技术突破的成果，更释放出强劲 的发展潜能，为西部地区高质量发展贡献了"涪陵力量"。未来，涪陵将继续以开放姿态拥抱机遇，书写 产业兴区的新篇章。（龚进） 据了解，本次涪陵展馆以"科创赋能 产业兴区"为主题，在重庆国际博览中心N7-A02展位打造552平方米 沉浸式展示空间，立体呈现涪陵区"2349"现代制造业集群体系：2个"千亿级"主导产业集群擎起智造脊 梁，3个"500亿"级支柱产业集群构建发展基座，4个"100亿级"特色优势产业彰显创新基因，9个"新 星"产业集群孕育增长动能。 本届西洽会涪陵区共 ...

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~ 文章来源： 瑞浦兰钧 全球首次百台无人纯电动矿卡 "华能睿驰" 在内蒙古伊敏露天矿正式投入运营。作为该项目动力系统的 独家供应商，瑞浦兰钧以领先的动力电池技术为 "华能睿驰" 提供核心支撑，助力实现矿山运输环节零 碳化，为全球绿色矿山建设注入强劲动能。 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~ 该项目电动矿卡动力系统采用瑞浦兰钧标准230C箱型设计，能量密度达 150Wh/kg ，单体循环寿命 超 6000次 。该动力系统在结构上具有优异的兼容性，可满足市场大部分主流换电车型需求，具有 低温环 境适应性 、 复杂工况可靠性 和 智能安全性 三大特点。 · 低温环境适应性 ：针对内蒙古伊敏矿区 - 40℃极寒气候，瑞浦兰钧电池系统采用双机组和液冷液热温 控架构，系统蒙皮内置保温层，保证电池能够在-40℃已下极寒天气下发挥最佳性能。下箱体与液冷系统 有机耦合，并采用高导热介质，使电池时刻处于理想工作环境。 · 复杂工况可靠性 ：电池包采用高强铝箱体，通过 IP68 防尘防水设计与全封闭蒙皮结构 ...

华夏时报（www.chinatimes.net.cn）记者 田野 于建平 北京报道 碳酸锂作为新能源电池的核心原材料，其价格走势一直备受关注。然而，今年以来，碳酸锂价格持续下行。最新 数据显示，截至5月21日，国产电池级碳酸锂的均价为63000元/吨，价格与上一交易日持平。 业界普遍认为，70000元/吨是碳酸锂加工企业的盈亏平衡线。按照如今的价格走势来看，国内大部分碳酸锂生产 企业的经营状况令人担忧。为此，不少企业正在最大限度地降低生产成本。 锂价持续下跌 目前，多家中小型企业同样面临生死考验。据悉，江西宜春某头部碳酸锂生产商2024年年底已全面停工，目前因 拖欠供应商货款、未履行客户订单等问题被诉至法院，企业已无法正常运转。芳源股份（688148.SH）近期决定 终止投资不超过30亿元的电池级碳酸锂生产及废旧磷酸铁锂电池综合利用项目，其净利润已经连续两年亏损， 2024年年末负债率已超80%并创下新高。 面对碳酸锂价格持续下跌和供需失衡的严峻形势，产业链企业纷纷采取行动积极应对。 大中矿业股份有限公司在近期的业绩说明会上表示，公司会通过创新降低生产成本。江西赣锋锂业集团股份有限 公司也表示，公司在资源端会 ...

从增长趋势看，2024年新注册登记新能源汽车1125万辆，占新注册登记汽车数量的41.83%，年新 增规模较2019年 （120万辆） 增长了837.50%。 在政策与市场强力驱动下，动力电池回收江湖很可能迎来爆发性增长周期。 首先看市场方面的一组数据。公安部的最新数据显示：截至2024年底，全国新能源汽车保有量达 3140万辆，占汽车总量的8.90%；其中纯电动汽车保有量2209万辆，占新能源汽车保有量的 70.34%。 再看政策方面动态。为进一步加强新能源汽车废旧动力电池综合利用行业管理，引导行业健康发 展，工业和信息化部对《新能源汽车废旧动力蓄电池综合利用行业规范条件（2019年本）》进行 修订，形成《规范条件（2024年本）》，于2024年12月16日发布 （中华人民共和国工业和信息 化部公告2024年第42号） 。 《规范条件》重点聚焦四方面内容： 一是优化技术指标体系。 将冶炼过程锂回收率的技术指标由不低于85%提高至不低于90%，新增 破碎分离后的电极粉料回收率不低于98%、杂质铝含量低于1.5%等技术指标，引导企业强化技术 创新，提升工艺水平。 二是更新完善标准规范。 增补《车用动力电池回收利 ...

5月21日，A股市场震荡走强，权重股表现亮眼，上证指数逼近3400点。截至收盘，创业板指涨近1%， 整个A股市场超1600只股票上涨，黄金珠宝、动力电池、煤炭等板块表现亮眼。市场成交放量，成交额 为1.21万亿元。 5月21日，权重股拉升带动A股市场上涨。数据显示，截至收盘，上证指数、深证成指、创业板指、北 证50指数分别上涨0.21%、0.44%、0.83%、0.39%，科创50指数下跌0.22%，上证指数报收3387.57点， 创业板指报收2065.39点。 权重股走强，大盘股集中的上证50指数、沪深300指数分别上涨0.43%、0.47%，而小微盘股集中的中证 1000指数、中证2000指数、微盘股指数分别下跌0.23%、0.80%、0.94%。 权重股拉动指数上涨的情况下，个股跌多涨少，整个A股市场上涨股票数为1615只，84只股票涨停， 3604只股票下跌，3只股票跌停。 当日A股市场成交额为1.21万亿元，较前一个交易日增加31亿元，其中沪市成交额为4659.57亿元，深市 成交额为7075.21亿元。数据显示，截至5月21日收盘，A股总市值为97.21万亿元，较前一个交易日增加 0.17万亿元。 ...

Core Insights - The retirement of power batteries in China's first batch of new energy vehicles is approaching, creating a significant market opportunity for battery recycling and utilization [1][4] - The battery recycling industry is projected to become a trillion-yuan market, driven by the increasing volume of retired batteries and the need for sustainable resource management [4][8] Industry Overview - The number of battery recycling-related enterprises in China has reached 172,000, with a continuous growth trend over the past decade [2] - The market for retired battery recycling is expected to exceed 280 billion yuan by 2025, with the volume of retired batteries projected to reach 820,000 tons [4][8] Regional Focus - Shanxi province, as a traditional energy province, is undergoing a green transformation, with companies like DinoSi actively participating in the battery recycling industry [3][5] - The city of Taiyuan has already begun the transition to electric taxis, with approximately 8,000 batteries expected to retire in 2024, leading to significant business opportunities [3] Technological Aspects - The recycling process involves multiple stages, including testing, disassembly, and resource recovery, which require advanced technology and expertise [5][6] - The industry faces challenges such as fluctuating raw material prices and competition from new materials, impacting profit margins for recycling companies [6] Policy and Regulation - The Chinese government is enhancing the regulatory framework for battery recycling, with initiatives aimed at establishing a comprehensive recycling system and monitoring the entire lifecycle of batteries [7][8] - Local policies in Shanxi are being implemented to promote the recycling industry and ensure compliance with national standards [7]