Core Viewpoint - The strategic collaboration among JinJing New Energy, China Resource Recycling International Development, and Guangdong Bangpu Recycling Technology marks a significant step in the battery recycling industry, transitioning from fragmented competition to a systematic approach, leveraging policy insights, technological advancements, and global network coverage [1][2][7]. Strategic Collaboration - The partnership aims to integrate the full chain capabilities of resource coordination, technology research and development, and global networking, enhancing the efficiency and effectiveness of battery recycling [2][4]. - JinJing New Energy's core business includes reverse supply chain management and green energy solutions, with a global service network covering key markets in the Americas, Europe, and Asia [1][3]. Business Synergy - JinJing New Energy has established a mature recycling point network across 28 countries, which, when combined with the resources from China Resource Recycling International and the technology from Bangpu Recycling, can create an integrated model for recycling, processing, and reusing battery materials [3][5]. - The collaboration is expected to lower logistics and operational costs while promoting standardized processes, thereby enhancing customer trust in recycled material quality [3][5]. Global Expansion - The global demand for power batteries is projected to grow at a compound annual growth rate of 22.3% until 2030, with the retired battery volume expected to exceed 800 GWh, indicating a substantial market opportunity for battery recycling [3][4]. - JinJing New Energy plans to expand its service network from 10 to 100 locations globally, leveraging the international resource allocation capabilities of China Resource Recycling International and the technological output from Bangpu Recycling [3][4]. Policy Environment - Recent policies, such as the EU's "New Battery Law" and China's action plan for establishing a battery recycling system, create a favorable environment for the collaboration, emphasizing increased recycling rates and material regeneration [4][5]. - The partnership will benefit from Bangpu Recycling's established industry standards and China Resource Recycling International's experience in international green standard formulation, facilitating compliance with various regulatory requirements [4][5]. Logistics Network - JinJing New Energy's logistics network across 28 countries, combined with the strategic resource allocation from China Resource Recycling International, is expected to create an efficient battery material import-export logistics system, reducing compliance risks and costs in international transport [5][6]. - The reverse supply chain business has shown significant growth, with revenue increasing by 140% year-on-year to HKD 157 million, accounting for 63.4% of total revenue as of mid-2024 [5][6]. Conclusion - The collaboration not only enhances JinJing New Energy's competitive edge through the integration of national policy support and industry-leading technology but also establishes a comprehensive coverage from policy analysis to terminal services, unlocking collaborative value within the new energy industry [7]. - This strategic move positions JinJing New Energy to build a competitive moat in a rapidly expanding market, enabling it to meet the demands of partners like Ningde Times and Guoxuan High-Tech while gaining pricing power through resource aggregation [7].

21世纪经济报道记者 林典驰 深圳报道 2022年的世界动力电池大会上，时任广汽集团董事长曾庆洪公开吐槽"主机厂在为电池厂打工"。而宁德 时代董事长曾毓群也是当场回应，"上游的资本炒作使得（电池原材料）价格脱离了合理轨道。"当中的 潜台词是电池厂也不赚钱。 彼时正值碳酸锂价格高涨，动力电池供给紧俏阶段。随后电池行业迎来了史上罕见的大扩产，之后行业 进入供给过剩阶段，碳酸锂价格连连下滑，产业链的打骨折价格战早已是常态。 三年后，鲜少再听见整车厂再喊话"电池太贵"，最近出圈的也仅有长安汽车董事长朱华荣向曾毓群在车 展现场砍价，希望电池降价30%-40%。不过，朱华荣口中的电池是钠离子，并非是早已供应链已经成熟 的锂离子电池。曾毓群也委婉回答："要等供应链开发出来"。 三年后的动力电池行业产能过剩已是常态，并且形成了两超多强的局面，订单向头部厂商集中。能称得 上赚钱的恐怕只有宁德时代和比亚迪，二线厂商或是相互争夺订单，瓜分剩余的市场份额，或是在细分 市场，寻求差异化，争取龙头公司未覆盖的市场。 根据中国汽车动力电池产业创新联盟数据，2024年，中国共产销锂离子电池1096.8GWh和1039.5GWh， 动力电池累 ...

摘要 宁德时代麒麟电池：首款通过动力电池安全新国标的超快充电池。 导语： 中国动力电池安全新国标的落地，恰逢超快 充技术 加速普及，正为这场关乎速度与安全的竞赛设定新的基准。 电动汽车对更高能量密度与更快充电速度的追求，正将动力电池的安全与寿命推向新的挑战临界点。 但 背后是严峻的技术挑战：高倍率充电会显著加剧电池内部的物理化学反应，如负极析锂、过热效应以及材料结构应力等，这些都可能导致 电池 性 能衰减甚至引发安全事故。 可以说 ，缺乏严格安全标准约束的技术普及， 可能带来隐患。 在此背景下，中国动力电池安全标准体系迎来关键升级。 今年 3 月 ，新版强制性国家标准 GB 38031-2025 《电动汽车用动力蓄电池安全要求》正 式发布，对电池安全提出了更严苛的要求，尤其针对快速充电场景。 宁德时代 则于日前宣布，其搭载 先进 NP （无热扩散）技术 的麒麟电池产品，已率先通过该新国标的严苛测试 ，成为 业内首款获得 检测报告 的高 倍率快充电池 。 这一里程碑不仅为超充技术的安全普及铺平道路，也凸显了宁德时代超越单纯技术竞争，致力于通过极致安全和全生命周期管理，实现电池资产化、引 领行业价值竞争的战略雄心 ...

黑马宜宾，突然刹车。 2025年一季度，宜宾GDP实际增速仅为4.0%，不仅远低于绵阳的7.2%和德阳的7.5%，更首次跌破全省5.5%的平均线。 相比去年同期8.2%的增速，这座曾经的高增长城市更是陡然失速，创下非疫情期最低纪录。 昔日的"优等生"地位正受到有力冲击，"标兵渐远，追兵渐近"的局面已然形成。 十年前，宜宾几乎凭一己之力改写了四川经济格局。从2015年到2024年，GDP从1525.9亿元跃升至4005.76亿元，一举成为四川第三城。 这种增长速度，在全国地级市中都堪称教科书级的"弯道超车"。 然而，辉煌是否已成过去？这是战略性调整，还是根本性危机？ 站在新的历史起点，宜宾的"下一个十年"在哪里？ 要理解宜宾当前的增长放缓，需先回顾十年前的转型起点。 2015年的宜宾，是一座被"一黑一白"禁锢的城市。 白酒产业独大，占据工业利润总额五成以上。煤炭产业日渐式微，资源枯竭的警钟已敲响。 除了五粮液、天原、丝丽雅这"老三件"，宜宾几乎没有拿得出手的现代产业名片。 一 关键时刻，两大历史机遇同时出现： 一是国家"中国制造2025"战略全面铺开，制造业升级成为国家意志； 二是东部沿海产业向西部转移浪潮加速 ...

长城证券（002939）发布研报称，当前中国锂电企业在全球动力电池产业的规模生产能力和高端技术领 先优势都较为明显，保持长期稳定增长的发展的趋势可期。一方面是因为我国国内有足够大的新能源车 市场需求，另一方面是较为完善的供应链支持有利于企业在合理的利润空间前提下参与全球竞争。此次 从国家层面提高行业安全性标准有利于强化头部集中效应，助力优质企业提升经营质量。 长城证券主要观点如下： 事件 3月28日，工信部组织制定的强制性国家标准《电动汽车用动力蓄电池安全要求》(gb38031—2025)由国 家市场监督管理总局、国家标准化管理委员会批准发布，将于2026年7月1日起开始实施。 新要求对多项动力电池的关键技术指标标准均进行了修订，将安全性放在此次国标规则提高的重中之重 国家重点推出新能源车动力电池相关安全政策，旨在提高行业生产经营质量。根据乘联会公布数据， 2025年4月初步推算本月狭义乘用车零售总市场规模175万辆左右，同比去年增长14.4%，环比上 月-9.8%，新能源零售预计可达90万，渗透率51.4%。然而4月月中整体车市折扣率约为23.7%，侧面反 映新能源车价格竞争仍较为激烈，各家车企的降本增效工 ...

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：锂电前沿 5月7日，韩国研究机构SNE Research(下称SNE)发布最新动力电池统计数据， 今年一季度，全球动力电池装机 总量为221.8 GWh，同比增长38.8%， 增速较去年同期的22%有所回升 。 和去年同期相比， 全球前三名依旧是老面孔 ，分别是宁德时代、比亚迪和LG新能源， 第四至第九名企业位 次则发生大更迭 。 TOP10公司中，2025年一季度，除了三星SDI和松下以外，其他8家电池公司均实现了正增长。 其中，位居全球动力电池装车量榜首的宁德时代，今年一季度动力电池装车量达84.9 GWh，同比增长40.2%， 占据了全球38.3%的市场份额，是全球唯一一家市占率超过30%的企业。 韩国SK On以10.5GWh的装车量位列第四，同比增长35.6%，市场份额为4.7%。今年一季度，排名全球第四的 是韩企SK ON，其排名同比提升两位，取代了去年在此位置的松下。 中创新航以8.6GWh的装车量位列第五，同比增长31.5%，市场份额为3.9%，其排名同比前进两位。 国轩高科 以7.7GWh的 ...

Group 1 - The central government emphasizes stabilizing employment, enterprises, markets, and expectations to respond to external uncertainties with high-quality development, marking the first mention of "stabilizing enterprises" [1] - Foreign trade enterprises are facing order losses and inventory pressure due to tariff impacts, prompting local governments to assist these companies in finding new sales channels [1][19] - In Guangdong, a "foreign trade to domestic sales" matchmaking event was organized, where many companies arrived early to seek cooperation partners [1][3] Group 2 - Retailers are directly placing orders and providing comprehensive services from warehousing to distribution for these products, leading to ongoing networking among companies after the event [3] - In Shandong, local authorities are helping enterprises expand into global markets by organizing overseas trade negotiations and exhibitions [7] - The vice president of Dishang Group reported over a 10% increase in orders from European and Japanese markets compared to the previous year, supported by local government initiatives [9] Group 3 - A survey indicated that over 60% of small and medium-sized enterprises in China reported a lack of orders as their biggest challenge in April [12] - In Zhengzhou, a "one-on-one" resource linking service was launched to help enterprises connect with upstream and downstream markets [14][16] - The Ministry of Industry and Information Technology is collaborating with 16 departments to implement 73 specific service measures to address issues like insufficient orders [18] Group 4 - Financial support is being provided to help foreign trade enterprises find sales channels, with various regions injecting "financial vitality" into businesses [19] - In Mianyang, a lithium-ion battery manufacturer received a special loan to alleviate short-term financial pressures, allowing them to stabilize production and expand market reach [21][23] - In Suzhou, a 2 billion yuan fund was established to assist enterprises in overcoming liquidity challenges and loan repayment pressures [29][31] Group 5 - Local governments are facilitating innovation and development by connecting enterprises with research teams and universities to overcome technical challenges [38][40] - In Hefei, a technology demand list was released to promote collaboration between enterprises and research institutions, enhancing innovation and industry synergy [42] - The Ministry of Industry and Information Technology is building a national service network for small and medium-sized enterprises, supporting over 100,000 companies with digital transformation initiatives [50]

Core Viewpoint - Company Fudi Technology (孚能科技) has significantly reduced its losses in 2024, achieving a revenue of 11.68 billion yuan and a net loss of 0.332 billion yuan, marking an 82.22% reduction in losses year-on-year. The company is positioned as a leader in the global soft-pack power battery market and is set to benefit from a strategic partnership with Guangzhou Industrial Control Group, enhancing its capital strength and business expansion capabilities [1][2][5]. Financial Performance - In 2024, Fudi Technology's revenue reached 11.68 billion yuan, with a net loss of 0.332 billion yuan, reflecting an 82.22% reduction in losses compared to the previous year. The first quarter of 2025 shows a further narrowing of losses [1][2]. - The company reported a significant improvement in key financial metrics, with basic and diluted earnings per share losses narrowing by 82.35%, and cash flow from operating activities increasing by 36.86% year-on-year [2][3]. Product Development - Fudi Technology launched its SPS large soft-pack product in 2024, which features a high-integration battery system that enhances vehicle space efficiency while ensuring safety [3][7]. - The company has developed a super-fast charging lithium iron phosphate (LFP) battery capable of over 6C charging and more than 5000 cycles, suitable for various applications including PHEV and BEV [3][7]. Market Expansion - Over half of Fudi Technology's revenue comes from international clients, with significant partnerships established with companies like Mercedes-Benz and Mahindra Group. The company ranked third in China for power battery exports in 2024 [4][5]. - The establishment of a 6GWh production line in Turkey by Fudi's joint venture Siro supports its international operations and market expansion efforts [4][5]. Strategic Partnership - The acquisition of a controlling stake by Guangzhou Industrial Control Group is expected to enhance Fudi Technology's capital strength and facilitate collaboration within the local automotive supply chain, particularly with GAC Group [5][6]. - Guangzhou Industrial Control Group aims to leverage its resources to support Fudi Technology's growth in the low-altitude economy and enhance its financing capabilities [6][7]. Future Outlook - Fudi Technology is advancing its semi-solid and solid-state battery technologies, with plans to start mass production of its second-generation semi-solid battery in 2025 and to commercialize solid-state batteries in the coming years [7]. - The company anticipates that new capacity releases and product innovations in the next three years will significantly enhance its market position and growth trajectory [7].

Group 1 - Several A-share companies, including Heng Rui Medicine and Ningde Times, have recently announced their successful completion of the Hong Kong Stock Exchange listing hearing, indicating a growing interest in the "A+H" listing model among A-share companies [1][2] - The "A+H" listing model is gaining popularity due to the establishment of a fast track for high market capitalization A-share companies by the Hong Kong Stock Exchange and the Hong Kong Securities and Futures Commission, which injects strong momentum into the development of the Hong Kong IPO market [1][6] - As of May 8, over 150 companies are in the queue for listing on the Hong Kong Stock Exchange, including more than 20 A-share companies such as Heng Rui Medicine and Ningde Times [2] Group 2 - The internationalization strategy is a key driver for many A-share companies choosing to list in Hong Kong, with Heng Rui Medicine aiming to enhance its global brand influence and optimize its capital structure through this listing [3][4] - Companies like Zhongwei Co. and Hehui Optoelectronics are also pursuing Hong Kong listings to accelerate their international strategies and enhance their overseas financing capabilities [4][5] - The first quarter of 2025 saw a strong performance in the Hong Kong IPO market, with 15 IPOs completed, raising approximately HKD 18.6 billion, positioning it as the fifth largest exchange globally [6][7] Group 3 - The "A+H" listing model is particularly appealing, with 12 new applications in the first quarter of 2025 compared to only 2 in the fourth quarter of 2024, indicating a significant increase in interest [7] - The industrial market accounts for about 50% of the companies currently processing "A+H" listing applications, while healthcare and consumer goods sectors represent 22% and 14% respectively [7] - Deloitte predicts around 80 new stocks will be listed in the Hong Kong market in 2025, with expected financing between HKD 130 billion to 150 billion, primarily from large A-share companies and leading domestic enterprises [7]

而4月29日，宁德时代率先宣布获得两张新国标检测报告，成为国内首家正式通过新国标的企业。 更多企业也在未雨绸缪。蜂巢能源董事长、CEO杨红新曾向湾财社记者透露，许多企业两年前就知晓标 准的起草，大都已经能够满足新标要求。另有行业调研数据显示，截至2024年2月，受访的36家整车和 电池企业中，已有78%的企业具备动力电池不起火、不爆炸的技术储备。 目前距离新国标正式实施尚有一年多时间，这为暂未满足要求的企业预留了充足的缓冲期。冯炎强认 为，随着动力电池新规的落地，行业内的产品会拥有更高的标准，具备更好的安全属性，避免重现目前 可能碰到的一些安全事故。与此同时，他也相信行业会迎来淘汰赛，而研发投入少、产品不能满足要求 的企业必然生存不下去。 据悉，极氪自研自产的神盾金砖电池通过了220项系统级测试、682项零部件测试，其中有15项测试项目 超行业标准。除严苛安全标准外，极氪还有8大热安全防护技术，并结合AI赋能进一步提升安全防护等 级。截至目前，极氪品牌全球用户近50万。极氪表示，未来将持续通过技术创新，提升产品安全水平， 推动新能源汽车行业高质量发展。 湾财社记者留意到，同日，岚图汽车、吉利汽车也相继宣布获得 ...