Group 1: CPI Analysis - In May, the Consumer Price Index (CPI) decreased by 0.2% month-on-month and 0.1% year-on-year, with energy prices dropping by 6.1% year-on-year, contributing approximately 0.47 percentage points to the CPI decline [1][2] - Core CPI increased by 0.6% year-on-year, with the growth rate expanding by 0.1 percentage points compared to the previous month, indicating resilience in domestic consumption [2][3] - Prices of gold jewelry, household textiles, and durable entertainment goods rose by 40.1%, 1.9%, and 1.8% respectively, while fuel and new energy vehicle prices fell by 4.2% and 2.8%, showing a narrowing decline [2][3] Group 2: PPI Analysis - The Producer Price Index (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 [1][3] - The decline in PPI is primarily attributed to weak commodity prices and significant input price pressures, particularly in the coal, steel, and cement sectors due to seasonal demand fluctuations [3][4] - Some sectors, such as high-end equipment manufacturing, saw price increases, with integrated circuit packaging and testing prices rising by 3.6% [3] Group 3: Future Outlook - The outlook for domestic prices suggests a likely moderate recovery in CPI, with food prices expected to remain stable and energy prices potentially rebounding [4] - PPI is anticipated to show marginal improvement, but it may take time to exit negative territory, influenced by external trade dynamics and domestic demand recovery [4] - Key areas to monitor include ongoing input price pressures, recovery in domestic demand, particularly in real estate, and trends in core consumption [4]

Core Viewpoint - EVE Energy is pursuing an H-share listing in Hong Kong to enhance its capital strength, competitiveness, and international brand image, similar to CATL's strategy for international expansion [1]. Financial Performance - In 2024, EVE Energy is projected to achieve revenue of 48.615 billion, a slight decrease of 0.35% year-on-year, with a gross margin of 17.14%. The net profit, excluding non-recurring gains and losses, is expected to be 3.162 billion, reflecting a growth of 14.76% year-on-year [1]. - The revenue from energy storage batteries is anticipated to be 19.027 billion, up 16.44% year-on-year, while revenue from power batteries is expected to decline by 20.08% to 19.167 billion, with gross margins of 14.72% and 14.21%, respectively [1]. Shipment and Market Position - In 2024, EVE Energy's energy storage battery shipment is expected to reach 50.45 GWh, marking a significant increase of 91.90% year-on-year, securing the second position globally. Power battery shipments are projected at 30.29 GWh, a growth of 7.87% year-on-year, with a 12.15% market share in the domestic commercial vehicle battery sector, also ranking second [2]. - The company has achieved notable growth in consumer battery segments, with significant increases in the shipment of lithium thionyl chloride batteries and battery capacitors, as well as a monthly production surpassing 10 million units in cylindrical batteries [2]. Research and Development Focus - EVE Energy is focusing on several key R&D projects, including batteries for eVTOL aircraft, humanoid robots, medical applications, all-solid-state batteries, sodium-ion batteries, and new generation smart battery technologies [2]. - The company is advancing in the solid-state battery sector, planning to launch high-power, high-environmental-resistance, and absolutely safe all-solid-state batteries by 2026, and a 400 Wh/kg high-energy-density version by 2028 [2]. Production Capacity and Expansion - By 2025, EVE Energy's global production capacity is expected to exceed 400 GWh, with major bases located in various regions including Hubei, Guangdong, Sichuan, Yunnan, Liaoning, Jiangsu, and Qinghai [3]. - The company is also establishing overseas production facilities, including a 20 GWh cell factory for BMW in Europe and a joint venture factory in the U.S. with Cummins, along with a cylindrical battery production line in Malaysia expected to reach 680 million units annually by early 2025 [3].

锂金属负极产业化头部企业资深专家 20250609 摘要 固态电池技术路线主要分为氧化物、硫化物和聚合物三种，负极侧普遍 采用压延法生产的锂金属片，因其成本优势和产业化前景。正极材料通 常搭配高镍三元材料，如 8 系或 9 系，以提升能量密度，或采用无负极 设计进一步提高性能。 锂金属固态电池产业化挑战在于实现锂金属沉积与溶解以提升循环寿命， 需添加液体润湿极片和界面，但液体消耗会导致极化增加和循环性能下 降。创新方向包括发展耐高压溶剂如酰胺类溶剂，与锂盐形成稳定结构。 锂金属电池与锂离子电池工作原理不同，高倍率充电时，锂金属沉积速 度快，导致结构不均匀，消耗润湿界面的电解液，引发副反应，损失活 性物质，并可能形成树枝状晶体，刺破隔膜或固态电解质，引发短路。 宁德时代无负极技术旨在提升能量密度，但牺牲循环性能。通过在铜箔 上沉积锌片实现更高能量密度，但缺乏补铝剂维持循环稳定性。铝箔或 铜箔的亲和能差异影响最终性能表现，能量密度提升有限。 锂金属在铜上沉积时，沉积层粗糙多孔，增加副反应。行业内采用界面 改性，如增加合金层诱导离子均匀沉积，改善连接粘结力。使用铜箔集 流体可以使沉积层更加均匀，从而减少副反应。 Q ...

固态电池产业链追踪-（硫化物电解质）20250609 工信部项目按照时间节点进行验收，不会提前。2024 年底将进行样品电芯的 抽样验收，当时宁德时代和比亚迪一期提供了 60 至 70 安时左右的全固态电池。 硫化锂的生产工艺多样，包括锂硫燃爆法、碳热还原法和气相法，不同 工艺路线各有优劣势，预计未来随着产能扩充，硫化锂价格可能降至每 吨 20 万至 30 万元。 全固态电池生产线相比液态电池产线有约 60%的变化，1G 瓦时全固态 电池生产线投资成本约为 3 至 4 亿元人民币，等静压技术在全固态电池 中应用广泛，干法和湿法生产工艺在设备和支撑膜使用上存在差异。 摘要 中国多家企业正积极推进硫化物全固态电池的研发和产能建设，目标是 在 2027 年实现每个联合体 1,000 辆全固态电池的装车应用，工信部和 国资委项目预计 2026 年下半年开始车辆应用。 硫化物固态电解质材料主要采用固相法结合液相法后处理，以确保离子 导率和粒径尺寸均匀性，目前国内硫化物材料售价显著低于日韩供应商， 但成本仍然较高。 硫化物材料的降本路径主要包括原材料控制、组分比例调控、工艺优化、 产量放大等，预计在 2028 年至 20 ...

会议倒计时1天 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 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。 其中，法国杜埃工厂 同样于本月 正式投产，法国总统马克龙亲自出席见证，首期产能达 10GWh，每年可为20万辆电动汽车提供高品质动力电池，成为法国绿色工业转型的重要标志。 截至目前，远景动力已在中国、日本、美国、英国、法国和西班牙布局了 13座电池制造基地 ，全 球化战略正随着产能释放，迎来关键的成果转化 期。 作为行业最早量产300+Ah、500+Ah储能大电芯的企业，远景动力持续定义下一代产品，为行业 树立大容量电芯的新标杆。 市场方面，远景动力已与Fluence、Powin等储能领域头部企业建立了紧密联系并深化 ...

锂电产业链又一企业加速布局欧洲市场！ 6月5日消息， 万华化学与欧洲磷酸铁锂（LFP）电池制造商ElevenEs已于5月签署合作备忘录， 将携手在欧洲建立本地化的电池正 极材料供应链。 根据协议，万华化学将向ElevenEs供应LFP正极材料、PVDF粘合剂、NMP（N-甲基-2-吡咯烷酮）溶剂等关键电池材料，并为后者 塞尔维亚生产基地提供全球供应链支持。 未来，双方还计划在电动汽车、储能系统等领域展开更广泛合作。 起点锂电了解到， ElevenEs是塞尔维亚一家电池制造商，由 Al Pack集团拆分而来，自2019年开始 一直对磷酸铁锂电池进行研 发，在2022年生产出欧洲首款同时也是当时 欧洲最大的磷酸铁锂电池原型。 2023年4月，ElevenEs专门生产磷酸铁锂电池的旗舰工厂，在塞尔维亚的苏博蒂察正式开业。目前，ElevenEs 正计划建设一座年产 能1GWh的磷酸铁锂电池"超级工厂"，并进一步将产能扩产至8GWh。 行业认为，磷酸铁锂电池在欧洲市场获得较大的关注，对于 ElevenEs而言，正是推动生产的好时机。同时对于 万华化学来说，与 ElevenEs的合作 有利于海外业绩的增长，并强化其全球竞 ...

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]