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：储能前沿 4月28日， 宁德时代洛阳基地项目一期一季度全线投产标达成 ， 累计产值突破50亿元，为洛阳加速打造 新能源产业提供强劲动力。 "依托项目二期建设，我们将有序扩大新能源电池产能，持续引入先进的电池制造技术、智能化生产设 备，以及高效的供应链管理体系，进一步推动洛阳新能源产业向高端化、智能化、绿色化发展。"宁德时 代洛阳基地相关负责人说。 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 作为宁德时代在全球范围布局的十三大生产基地之一，按照"灯塔工厂+零碳工厂"标准建设的宁德时代洛 阳基地， 项目一期占地850亩，年产能为30吉瓦时。 在年初运行1条电芯产线、5条PACK产线的基础上，该企业加紧安装调试生产设备，同时全力开始招聘工 作，推动产能不断攀升。当前项目一期所有产线已全部进入生产状态，生产设备超95%实现联网，生产节 拍为每1秒下线1个电芯，每2.5分钟下线一个电池包。 "当前我们还 ...

Core Viewpoint - Dechuan Environmental Protection (603177) reported significant growth in 2024, achieving profitability and focusing on air pollution control as a key development direction for 2025 [1][2] Financial Performance - In 2024, the company achieved operating revenue of 919 million yuan, a year-on-year increase of 15.43% [1] - The net profit attributable to shareholders was 22.87 million yuan, marking a turnaround from loss to profit [1] - The smoke governance business generated 846 million yuan in revenue, up 13.11% year-on-year [1] Business Segments - The smoke governance engineering revenue reached 273 million yuan, a year-on-year increase of 54.43% [1] - Revenue from dust removal equipment was 57.55 million yuan, up 72.22% year-on-year [1] - Waste salt and slag resource utilization revenue was 35.94 million yuan, increasing by 29.22% [1] - Hazardous waste treatment revenue was 31.99 million yuan, a significant increase of 173.48% [1] International Expansion - India has become the company's first overseas production base for air pollution control products, with local production for the overseas market [2] - Contracts worth a total of 10.136 billion Indian Rupees (approximately 866 million yuan) were signed with Adani Group for multiple flue gas desulfurization projects [2] Strategic Focus for 2025 - The company will focus on air pollution control, technological innovation, cost reduction, and seizing opportunities in the sodium battery industry [2][3] - Plans include optimizing global layout and expanding into mature European markets while deepening presence in Southeast Asia [2] - Emphasis on developing differentiated products to meet customer needs, including various catalysts [2][3] Sodium Battery Development - The company aims to optimize its business structure by focusing on sodium battery customization and high-rate cylindrical cell development [3] - A production line for sodium battery cathode materials with an annual capacity of 3,000 tons has been established, with plans for an anode material production line [3] - Collaboration with universities has led to the development of high-performance anion exchange membranes for hydrogen production, currently undergoing scale-up testing [3]

Core Viewpoint - Jiangsu Baoxin Technology Co., Ltd. reported a revenue of 336 million yuan for the fiscal year 2024, driven by its "smart manufacturing + new energy" dual strategy [1] Group 1: Financial Performance - The company achieved a total revenue of 336 million yuan, with the smart manufacturing segment contributing 253 million yuan, accounting for 75.42% of total revenue [1] - Sales of equipment accessories were the main product, generating 248 million yuan, which represents 73.88% of total revenue [1] - The company invested 18.519 million yuan in research and development during the reporting period [1] Group 2: Market Expansion - Baoxin Technology's overseas market revenue reached 141 million yuan, reflecting a year-on-year growth of 23%, and accounted for 41.84% of total revenue [1] - The company is actively exploring the overseas market for charging and swapping equipment, targeting high-power, multi-vehicle compatible ultra-fast charging devices for the European and American markets [2] Group 3: Technological Development - The company is focusing on technology reserves and capacity optimization, particularly in exploring HJT and HJT/perovskite tandem technology routes aimed at the next generation of high-efficiency batteries [1] - Baoxin Technology has completed several R&D projects, including high-strength reliable new energy storage cabinets and long-life moisture-proof storage cabinets [1][2] - The commercialization of the HJT technology coincides with the TOPCon technology iteration window, potentially allowing the company to achieve a competitive advantage by 2025 [2]

Company Overview - Jebon Technology is a high-tech enterprise focused on precision components and structural parts in the Apple supply chain, aiming to become a trusted provider of precision manufacturing and new material applications [2][3] - The company operates primarily in the consumer electronics and new energy battery sectors, supplying products to major clients like Apple, Amazon, and BYD [2][3] Financial Performance - In 2024, the company achieved total revenue of CNY 792.81 million, a year-on-year increase of 16.90% [3] - The net profit attributable to shareholders was -CNY 19.35 million, with a significant reduction in losses compared to the previous year [3] - The gross margin improved from 21.57% in 2023 to 26.74% in 2024, indicating a healthier profit level [3] New Material Business Growth - Revenue from carbon nanotube conductive paste increased by 140.13% in 2024 compared to 2023, with expectations for continued growth in 2025 [3] - The company is actively developing new materials for solid-state batteries and has introduced a high specific surface area carbon black product line to meet diverse customer needs [3][6] Business Expansion and Client Acquisition - The company has added new clients such as Meta and Joby in the traditional components sector and is entering the next-generation product development phase [3] - In the cooling business, Jebon Technology has acquired a 49.90% stake in Sainogao, enhancing its capabilities in thermal management products [4][5] Q1 2025 Performance - In Q1 2025, the company's revenue remained stable year-on-year, but net losses increased to -CNY 11.24 million, primarily due to share-based payment expenses and increased R&D costs [4] - Despite the losses, the gross margin improved from 23.47% to 24.28% [4] Strategic Initiatives - The company is focusing on the CCS (Integrated Busbar) business, leveraging its existing client relationships in the new energy lithium battery sector [6] - Jebon Technology is also expanding its cooling product line, particularly in liquid cooling modules, to meet the rising demand from high-tech industries [8] Market Challenges and Responses - The lithium battery new materials sector is experiencing intense price competition, prompting the company to enhance its technological capabilities and product offerings [6] - The company is cautiously optimistic about the impact of tariff policies on its operations, as it operates in the mid-to-upstream segments of the supply chain [8]

在中国新能源产业链的狂飙中，一家以氟化工为基、新能源材料为剑的隐形冠军多氟多，正悄然构筑起"氟锂硅硼+固态"四元素+固态电池联动的独特护城 河。从六氟磷酸锂的全球霸主到钠离子电池材料的先行者，多氟多凭借技术迭代、成本控制与长单策略，在行业周期波动中演绎着"逆周期增长"的独特叙 事。 氟化工为基、新能源材料为核的"元素帝国" 多氟多成立于1999年12月，2010年5月在深交所上市，并于2021年6月正式更名为多氟多新材料股份有限公司。公司自成立以来主要经营无机氟化物，并以此 为基础逐步向外拓展业务，横跨传统工业、新能源、半导体三大赛道，形成"基础材料+高端应用"的驱动模式。 公司现有氟基新材料、电子信息材料、新能源材料、新能源电池四大业务版块，均取得了显著市场地位。 氟基新材料主营产品包括无水氟化铝、高分子比冰晶石、无水氟化氢等，其中无水氟化铝生产工艺是公司自主创新开发的第三代新技术，该生产技术已达到 国际领先水平，产销量、出口量持续多年保持行业龙头地位。 新能源材料主营产品包括以六氟磷酸锂（LiPF6）、双氟磺酰亚胺锂（LiFSI）、六氟磷酸钠（NaPF6）等为代表的电解质盐。其中作为锂电池电解液最重要 组 ...

4月22日，逸飞激光与金羽新能签署战略合作协议。 双方将在前期全固态电池合作开发的基础上，围绕全极耳固态电池、方形铝壳固态电池的 设备研发、工艺优化、市场推广、产业链协同等方面展开全方位的战略合作。 逸飞激光董事长吴轩、金羽新能董事长黄杜斌等出席仪式，双方团队就固态电池技术发展与双方合作事宜进行了充分的交流。逸飞激光研究院 院长张三胜与金羽新能CTO李爱军分别代表双方签署战略合作协议，双方与会成员共同见证签约。 强强联合，推动固态电池产业化进程 作为行业领先的精密激光加工智能装备供应商，逸飞激光深耕新能源电池与激光应用领域近20年，依托"激光+智能装备"的专业技术与深厚的 行业积累，受到国内外客户的广泛认可。目前，逸飞激光已针对固态电池封装技术与装备进行了系统开发，实现了固态电池电芯装配、模组 PACK及智慧物流系统等装备的客户交付与应用，同时，开发了高动态激光加工技术、激光加工质量闭环监测系统、精准定制激光调质系统等 新技术，率先将激光微加工技术用于固态电池的极片涂层表面处理、激光极片快速干燥等工艺，有助于降低固态电池电解液质量分数、优化NP 比。 金羽新能是一家由北京大学、哥伦比亚大学等高校青年博士团队创 ...

Group 1: New Listings and Filings - Five companies submitted applications for listing on the Hong Kong Stock Exchange from April 7 to April 13, 2023 [2] - Hantian Technology (Xiamen) Co., Ltd. is a global leader in the silicon carbide (SiC) epitaxy industry, with a projected market share exceeding 30% in 2024 [2] - IFBH Limited, a rapidly growing beverage and food company based in Thailand, has a market share of approximately 34% in the coconut water market in mainland China for 2024 [3] - Jihong Co., Ltd. focuses on cross-border social e-commerce and packaging solutions, ranking second in the B2C export e-commerce sector in China with a market share of 1.3% [3] - Jiangxi Biological Products Research Institute is the largest provider of human tetanus antitoxin in China, with a market share of 65.8% in 2024 [4] Group 2: Financial Performance - Hantian Technology's projected revenues for 2022, 2023, and 2024 are approximately RMB 441 million, RMB 1.143 billion, and RMB 974 million, respectively [2] - IFBH Limited's revenues for 2023 and 2024 are expected to be approximately RMB 87.44 million and about USD 158 million, with net profits of RMB 16.75 million and USD 33.32 million [3] - Jihong Co., Ltd. anticipates revenues of approximately RMB 5.376 billion, RMB 6.695 billion, and RMB 5.529 billion for 2022, 2023, and 2024, respectively [3] - Jiangxi Biological's projected revenues for 2022, 2023, and 2024 are approximately RMB 142 million, RMB 198 million, and RMB 221 million, respectively [4] - Ming Kee Hospital Group, the largest private hospital group in East China, expects revenues of approximately RMB 2.336 billion, RMB 2.688 billion, and RMB 2.659 billion for 2022, 2023, and 2024 [5] Group 3: Upcoming IPOs - Zhengli New Energy plans to offer 121.5 million H-shares at an IPO price of HKD 8.27, with net proceeds of HKD 928 million [5] - Ying'en Biotechnology-B is set to offer 15.0716 million shares with a price range of HKD 94.6 to HKD 103.2, expected to start trading on April 15, 2025 [6]

新能源赛道上， 宜昌已形成"链式效应"。 邦普的龙头效应吸引海科新能源、广州天赐等配套企业落户，新能源电池产业链规模剑指2000亿 元。同时，宜昌还布局了食品生物医药、先进装备制造等千亿级产业集群，构建起现代产业体系。 （ 来源： 长江云新闻） | | | | 01 | ｜ | 全固态电池技术路线之争 | | --- | --- | --- | | 02 | ｜ | 又一家锂电上市公司冲刺A+H！ | | 03 | ｜ | 恩捷股份与美国知名汽车公司签订锂电隔离膜供应 | | | 协议 | | | 04 | ｜ | LG新能源拟收购这一电池厂全部股份 | 4月3日，2025年二季度全市重大项目集中开工暨邦普新一代电池正极材料项目开工活动举行，总投资1368亿元的221个重大项目开工。 邦普新一代电池正极材料项目，总投资56亿元，采用行业领先的第四代磷酸铁锂技术，拟建设3条国内单体产能最大的磷酸铁锂车间。这是 2021年邦普全链条一体化产业园落地宜昌后，宁德时代邦普公司追投的又一重大项目，达产后可实现年产值145亿元、税收6亿元，将进一步 提升宜昌新能源电池产业集群化水平。 "三个生产车间同步建设，每个车间年产 ...

Core Viewpoint - The surge in copper prices driven by potential U.S. tariffs on imported copper is catalyzing the development of composite current collector technology in China's new energy battery sector, leading to increased investment and innovation in this area [2][8]. Group 1: Copper Market Dynamics - The global copper market is experiencing significant turmoil, with Comex copper futures reaching historical highs due to rising expectations of high tariffs on imported copper in the U.S. [2] - Approximately 500,000 tons of copper are currently being shipped to the U.S., which is increasing supply in the U.S. market while tightening supply in non-U.S. regions, particularly Asia [2] - As of March 28, domestic copper futures in China are trading above 80,000 RMB per ton, with a year-to-date increase exceeding 10% [2] Group 2: Composite Current Collector Technology - The composite current collector technology is gaining attention as it uses less copper while enhancing safety performance, making it economically viable as copper prices rise [3] - When copper prices are at 75,000 RMB per ton, composite copper foil can achieve a cost advantage of over 1 RMB per square meter compared to traditional electrolytic copper foil [3] - Jiangsu Yinglian, a subsidiary of Yinglian Co., has entered a strategic cooperation agreement with a well-known automotive manufacturer to accelerate the application of composite current collectors in electric vehicles [3] Group 3: Investment and Capital Flow - Significant capital is flowing into the composite current collector sector, supporting the rapid development of companies with various technological approaches [4] - Yangzhou Nali New Materials Technology Co., Ltd. completed a 1 billion RMB A+ round financing to expand its production capacity for composite current collector products [5] - Anmate Technology (Beijing) Co., Ltd. raised several hundred million RMB in B1 round financing to support its vacuum deposition technology and plans to invest 5 billion RMB in a new production project [6] Group 4: Industry Expansion and Technological Advancements - The pace of industrial scale expansion is accelerating, with Beijing Shiliyuan Technology Development Co., Ltd. planning to invest approximately 10 billion RMB in composite current collector manufacturing projects [7] - Recent breakthroughs in battery technology, particularly the full-tab technology in cylindrical battery structures, are addressing challenges related to the internal resistance of composite current collectors [7][8] - BAK Battery has reported significant progress in combining dual composite current collectors with full-tab cells, enhancing performance and safety [8]

Market Overview - The current policy environment aligns with market expectations, with clear measures in response to issues arising from the US-China trade war, leading to strong internal upward momentum and improved market confidence and profit expectations [2][4] - The spring market rally is ongoing, driven by increased capital expenditure in the IT sector and proactive investments in technology [2] Asset Allocation - A bullish outlook on the stock market, particularly on the Hang Seng Tech Index, with every pullback seen as an opportunity to increase positions; the index has reached new highs [3] - A moderate overweight in equity assets and a slight underweight in bond assets is recommended, with a focus on semiconductor-related investments [3] Hong Kong Stock Market - In February, the Hong Kong stock market saw significant gains, with the Hang Seng Tech Index rising nearly 18%, marking a three-year high, and the Hang Seng Index increasing over 13% [4] - The influx of southbound capital into the Hong Kong market totaled approximately 143 billion yuan in February, with a cumulative net inflow of 261.5 billion yuan in the first two months of 2025, accounting for 82% of the expected total for the year [4][5] - The market may experience high volatility in March due to various factors, including the acceleration of US-China tariff processes and the upcoming policy discussions during the National People's Congress [5] ETF Insights - The focus remains on technology sectors, with attention to rotation opportunities in underperforming sectors; the Hang Seng Tech Index is highlighted as a key indicator for Chinese tech assets [6] Industry Analysis - The lithium battery industry is experiencing solid growth in demand, with overseas demand potentially exceeding expectations; new technologies such as solid-state batteries and sodium-ion batteries are noteworthy [7] - The brokerage industry is positively correlated with market activity, benefiting from A-share trading volumes between 1.5 trillion to 2 trillion yuan, which supports brokerage revenues and margin financing [7] - The defense and military industry is seeing a gradual improvement in fundamentals, with orders increasing and the low-altitude economy being emphasized in policy discussions [7] New Stock Insights - The average initial public offering (IPO) valuation has dropped to a low point, with 80% of new stocks reaching their highest price on the first trading day; in February, only five new stocks were issued, raising a total of 3.9 billion yuan [7] - The average price-to-earnings (PE) ratio for new stocks has fallen to 17 times, representing a 48% discount compared to comparable companies, with the discount widening by 16.4% [7]