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山东肥城:抢滩新型电池电极材料产业赛道
Zhong Guo Jing Ji Wang· 2025-12-22 07:57
据了解,该项目达产后,年产值将突破80亿元。而其更深远的价值,在于将产生强大的虹吸效应,吸引 上下游电池材料、核心部件及配套企业集聚,形成新的百亿级产业集群,助力肥城做大新型电池电极产 业规模,进一步加快绿色低碳转型。 近年来,肥城市牢固树立系统观念、链式思维,锚定新型电池电极材料这一战略新兴产业,落地实施山 东零壹肆10GWh普鲁士蓝基钠离子电池、碳寻新材料1.3万吨单壁碳纳米管导电浆料、丰融新材料20万 吨废旧锂电池回收利用项目等一批重大项目,实现科技创新和产业创新深度融合,形成了以锂电、钠电 两个百亿级产业为核心的全产业链条,入选国家级中小企业特色产业集群、省级战略性新兴产业集群, 推动肥城发展方式由传统资源型向创新引领型转变提升,培育起绿色低碳高质量发展新的增长板块。 此次合作的快速落地,不仅印证了肥城在政策支持、要素保障、服务效能等方面的综合优势,更彰显了 政企之间相互信任、携手共赢的良好生态。该项目建成后,不仅可为鹏程无限打造北方电芯生产基地、 瑞能电力拓展储能业务板块注入强劲动能,也将助力肥城构建从基础材料到电芯制造再到电池回收修复 利用的全周期产业链条。 更值得关注的是,该项目深度融合物联网、 ...
博力威拟不超6.5亿定增 实控人方上月完成套现9838万
Zhong Guo Jing Ji Wang· 2025-12-22 05:49
Core Viewpoint - The company, Boliview (688345.SH), plans to raise up to 650 million yuan through a private placement of A-shares, with the funds allocated for various projects including advanced battery manufacturing and AI-driven battery reliability analysis [1][2]. Group 1: Fundraising Details - The total amount to be raised is capped at 650 million yuan, which will be used for three main projects: 1. Full-tab cylindrical lightweight power battery smart manufacturing project (519.30 million yuan) 2. AI-driven new energy battery reliability analysis and R&D capability enhancement project (52.07 million yuan) 3. Working capital supplementation (140 million yuan) [1][2]. - The pricing benchmark for the issuance will be set at no less than 80% of the average trading price of the company's shares over the 20 trading days prior to the pricing date [2]. - The number of shares to be issued will not exceed 30,344,850, which is 30% of the company's total share capital prior to the issuance [2][3]. Group 2: Issuance Process and Regulations - The issuance will target no more than 35 specific investors, including qualified institutional investors such as securities investment funds, securities companies, and insurance institutions [3]. - The final list of investors will be determined by the company's board and authorized personnel after approval from the shareholders' meeting and regulatory bodies [3][4]. - The issuance plan has been approved by the company's board and is pending approval from the shareholders' meeting and the Shanghai Stock Exchange [4]. Group 3: Shareholder Activity - Recent announcements indicate that major shareholders, including the actual controller Zhang Zhiping, have reduced their holdings, with a total of 3,034,440 shares sold, amounting to approximately 98.38 million yuan [5]. - The share reduction occurred between October 13 and November 14, 2025, with prices ranging from 27.80 yuan to 40.00 yuan per share [5]. Group 4: Company Background - Boliview was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on June 11, 2021, with an initial public offering of 25 million shares at a price of 25.91 yuan per share [6]. - The company raised a total of 648 million yuan during its IPO, with a net amount of 580 million yuan after deducting issuance costs [7]. - In 2023 and 2024, Boliview reported revenues of 2.235 billion yuan and 1.844 billion yuan, respectively, with net losses of 337.80 million yuan and 966.08 million yuan [7].
博力威:拟定增6.5亿加码全极耳大圆柱电池产能建设 前次IPO项目效益未达预期
Core Viewpoint - The company, Boliwei (688345.SH), has announced a plan to issue A-shares to raise no more than 650 million yuan for three main projects, indicating a strategic focus on enhancing its manufacturing capabilities and R&D in the battery sector [1] Group 1: Fundraising and Project Allocation - The company plans to invest 463 million yuan in a smart manufacturing project for lightweight power batteries with full-tab cylindrical designs [1] - An additional 47.0738 million yuan will be allocated to an AI-driven project aimed at improving the reliability analysis and R&D capabilities of new energy batteries [1] - The remaining 140 million yuan is designated for supplementing working capital [1] Group 2: Financial Performance and Previous Fund Utilization - As of September 30, 2025, the company's debt-to-asset ratio stands at 63.23%, with accounts receivable valued at 629.6026 million yuan, constituting 34.59% of current assets [1] - The company has not declared cash dividends for 2023 and 2024 due to negative net profits [1] - The net proceeds from the company's IPO, amounting to 580 million yuan, have been fully utilized, with 517 million yuan invested and a remaining balance of 77.8976 million yuan permanently allocated to working capital [1] Group 3: Previous Project Outcomes - The lithium-ion battery production line project has generated cumulative benefits of 386.0799 million yuan, although it fell short of expectations due to long market promotion cycles and industry fluctuations [1] - The lightweight lithium-ion battery project is expected to reach operational status by April 2025, with projected revenues of 301.8998 million yuan from January to September 2025 [1]
我科学家破译锌溴液流电池长寿命“密码”
Ke Ji Ri Bao· 2025-12-22 01:02
溴基液流电池依赖于溴离子(Br-)与溴单质(Br2)的氧化还原反应,具有资源来源广、电极电势 高以及溶解度高等优势。然而,在充电过程中产生的大量Br2会严重腐蚀电池材料,显著降低电池的循 环寿命。这对电池材料的耐腐蚀性提出了更高的要求,并进一步推高了电池成本。传统溴络合剂虽然在 一定程度上可以缓解腐蚀问题,但其形成的分相结构往往导致体系均匀性差,增加了系统复杂性。 科技日报大连12月21日电 (记者张蕴)记者21日从中国科学院大连化学物理研究所获悉,该所研 究员李先锋团队在溴基多电子转移液流电池新体系研究方面取得新进展。团队成功开发出一种新型溴基 两电子转移反应体系,实现了长寿命锌溴液流电池的概念验证及系统放大。相关成果日前发表在学术期 刊《自然-能源》上。 为解决这一难题,团队开发出一种新型溴双电子转移反应路径。通过在溴电解液中引入连接吸电子 基团的胺类化合物作为溴清除剂,他们发现电化学反应中产生的Br2可以转化为溴代胺类化合物,有效 降低溶液中Br2的浓度。与传统的单电子转移方法(Br-到Br0)不同,该反应实现了从Br-到Br+(溴代 胺类化合物)的双电子转移,显著提高了电池的能量密度。同时超低的Br2 ...
20亿元!欣旺达拟在江西高安建设移动储能车整车生产线等项目
鑫椤锂电· 2025-12-22 00:43
本文 来 源: 高安市融媒体中心 12月16日,江西省高安市人民政府与欣旺达在深圳签署合作协议。 据悉, 欣旺达规划投资20亿元,建设移动储能车整车生产线、重卡及储能PACK生产制造、重卡充换 电站设备生产及建设运营、零碳城市建设及装备制造、源网荷储一体化等项目。 料显示,欣旺达创立于1997年,2011年在深交所上市,是一家专业从事3C消费类电池、动力电池、 能源科技、智能硬件、创新与生态领域近30年的全球锂离子电池领军企业。公司全球已部署十一大生 产制造基地,分别位于广东惠州、广东茂名、江苏南京、江西南昌、山东枣庄、四川德阳、湖北宜昌、 浙江义乌、匈牙利、摩洛哥、泰国。 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~ 会议主办:鑫椤资讯 会议时间:2026年3月19-20日 会议地点:江苏·常州 会议咨询: 13248122922(微信同) 鑫椤报告预售: 2025-2029年中国三元材料市场运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂市场运行趋势及竞争策略研究报告 2025-2029年中国碳酸锂市场运行趋势及竞争策略研究报告 2025-2029 ...
10GWh锂电池研发制造基地二期项目开工
起点锂电· 2025-12-21 06:15
12月20日,派能科技10GWh锂电池研发制造基地二期项目在安徽省合肥市肥西县奠基开工。 派能科技制造中心总经理表示,合肥基地是派能科技全球制造布局的关键环节。一期项目自启动以来,已形成超千人生产团队,产能稳步提 升,不仅验证了公司的产品技术与制造实力,也为把握全球能源转型机遇积累了重要经验。 二期项目是在一期成功基础上的全面升级,旨在扩大先进产能、强化产业布局,更好地满足市场需求。在全力推进二期建设的同时,新的 2GWh储能电池及集成项目也已正式签约,为未来的"三期"发展描绘出清晰蓝图。 点击 阅读原文 ,查看富工流体更多内容! 01 | 融捷能源:下一代储能电芯技术,向大容量、高效率、长循环演进 02 | 先导智能:破界·精工 定义全固态电池量产新标准 03 | 德赛电池:主动安全-重新定义能源安全范式-基于实时感知与智能响应的下一代技 术方案 04 | 清陶云能:瓦特和比特——AI时代绿色数据中心的储能电池需求 往 期 回 顾 ...
利润、渠道、专利全给美国!电池霸主南孚是怎么被榨干的?
Sou Hu Cai Jing· 2025-12-20 11:47
Core Viewpoint - The story of Nanfu Battery illustrates the rise and fall of a once-dominant Chinese brand, highlighting the risks of foreign investment and the complexities of capital structure in maintaining control over a company [1][21]. Company History - Nanfu Battery, originally founded as Nanping Battery in 1954, started as a small workshop struggling for survival [3][5]. - In the 1970s, Chen Laimao joined the company, leading it to expand from rural markets to urban areas through partnerships with well-known battery manufacturers [5][6]. - The company capitalized on the rising demand for alkaline batteries in the 1980s, becoming a market leader [6]. Capital Structure and Foreign Investment - In 1988, Nanfu Battery became the first joint venture battery company in China, partnering with foreign capital, which later complicated its ownership structure [8][10]. - By 1999, foreign investors held significant control over Nanfu, culminating in a sale to Gillette in 2003, which marked the end of its status as a national brand [10][12]. - Gillette's acquisition led to a focus on its own brand, Eveready, at the expense of Nanfu, which saw its production capabilities and resources significantly reduced [12][14]. Corporate Changes and Challenges - After Gillette was acquired by Procter & Gamble in 2005, Nanfu continued to be used primarily to support the sales of Eveready, further limiting its growth [15][17]. - In 2014, Nanfu was sold to Dinghui Capital, which aimed to diversify its product line and reduce reliance on battery sales [17][19]. - By 2017, Nanfu's revenue reached 2.32 billion yuan, showing signs of recovery under new management [19]. Recent Developments - In 2022, Anhui Andeli announced plans to acquire Nanfu's controlling company, aiming to leverage its brand strength in the battery industry [21]. - Despite this potential opportunity, Nanfu faces significant competition and technological challenges in the evolving market [21][23]. Lessons Learned - The narrative of Nanfu Battery serves as a cautionary tale for companies regarding the importance of maintaining control over their core operations when engaging with foreign investors [23].
韩国三大电池企业加速磷酸铁锂储能布局
Shang Wu Bu Wang Zhan· 2025-12-19 15:49
Core Viewpoint - The three major South Korean battery companies are shifting their focus from electric vehicles to energy storage systems (ESS) due to a slowdown in demand for power batteries, aiming to diversify their business portfolios and respond to both domestic and overseas demand [1] Group 1: Business Strategy - SK On plans to convert its production line at the Ruisan factory in South Chungcheong Province to produce lithium iron phosphate batteries for ESS [1] - LG Energy Solution has initiated the construction of a domestic lithium iron phosphate battery production line, with plans to commence production in 2027 [1] - Samsung SDI is also exploring the possibility of transitioning its domestic factory to produce lithium iron phosphate batteries [1] Group 2: Market Context - The shift towards ESS is driven by the South Korean government's push for renewable energy expansion and the construction of data centers, which accelerates the adoption of ESS [1] - ESS batteries are increasingly viewed by South Korean battery companies as a new growth engine in the current market environment [1]
拉普拉斯:目前公司已有布局的钙钛矿电池相关设备包括PVD、ALD、涂布等核心工艺设备
Zheng Quan Ri Bao Wang· 2025-12-19 12:15
证券日报网讯12月19日,拉普拉斯在互动平台回答投资者提问时表示,公司为核心工艺设备的解决方案 提供商,积极布局了TOPCon、XBC、HJT、钙钛矿以及叠层电池等多种高效技术路线。目前公司已有 布局的钙钛矿电池相关设备包括PVD(物理气相沉积)、ALD(原子层沉积)、涂布等核心工艺设备,可满 足钙钛矿电池多种不同技术路线的核心工艺需求(如钙钛矿层、电子传输层、空穴传输层、电极等结构 的制备等)。依托技术沉淀与客户资源优势,目前公司正在积极协助行业头部客户推动钙钛矿电池前沿 技术的研发和验证。钙钛矿技术当前处于快速发展阶段,尺寸、细分工艺路线及配备设备等均在快速发 展,行业内企业均在技术迭代、应用突破上持续发力,公司将持续完善、丰富技术和产品,为下游客户 提供更具性价比的核心工艺解决方案。 ...
上汽集团:上汽集团间接持有清陶能源15.28%的股权
Zheng Quan Ri Bao Wang· 2025-12-19 12:10
证券日报网讯12月19日,上汽集团(600104)在互动平台回答投资者提问时表示,上汽集团间接持有清 陶能源15.28%的股权。上汽集团下属华域汽车(600741)与清陶能源合资成立的清陶动力主要产品为 半固态电池、全固态电池,客户主要为上汽乘用车等整车企业。清陶动力的全固态电池产线已在上海安 亭实现全线贯通,今年年底将实现样件生产下线,明年将进行全固态电池样车测试,力争2027年实现全 固态电池的量产交付。清陶能源相关事宜请咨询该公司。 ...