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 ...

Group 1 - The core point of the news is the change in the controlling shareholder of Funeng Technology from Farasis Energy (Asia Pacific) Limited to Guangzhou Industrial Investment Holding Group, with the actual controller now being the Guangzhou Municipal Government [2] - Funeng Technology's effective voting rights are now 11.1454% held by Farasis Energy and its concerted actors, while Guangzhou Industrial Investment Holding Group and its concerted actors hold 16.1550%, making them the largest shareholder [2] - The new controlling shareholder is expected to provide comprehensive support to Funeng Technology in strategic, market expansion, R&D, financing, and management aspects [2] Group 2 - Funeng Technology is a leading Chinese power battery company known for its ternary soft-pack battery technology, with major clients including Mercedes-Benz and GAC Group [3] - In 2024, Funeng Technology is projected to have a battery installation volume of 3.44 GWh, with a market share of 0.63%, ranking 12th among domestic power battery companies [3] - The company's production base in Guangzhou, which began trial production in June last year, has a designed capacity of 30 GWh per year, with the first phase expected to be completed by December 2025 [3] Group 3 - Guangzhou Industrial Investment Holding Group plans to enhance Funeng Technology's development by integrating it into the local automotive industry chain, particularly by strengthening cooperation with GAC Group [4] - The group aims to leverage its resources from automotive parts companies to help Funeng Technology connect with more domestic and international automakers [4] - Funeng Technology is also positioned to lead in the low-altitude economy sector, with plans to collaborate with companies like XPeng and EHang to seize industry development opportunities [4]

访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 今日好文 中国争抢的第三座迪士尼乐园落户中东背后 "中国第三座迪士尼"最后落在阿布扎比，背后也是时代的风向标在变。 中国 AI 投资人：练习时长两年半 "我们在与活跃在一线的投资人的交流中收获了极高密度的信息和洞察。" 短剧出海的认知税：为什么90%团队死在 Facebook 投放上？ 这篇文章将解构当下短剧出海的三大关键问题。 据蜂巢能源消息，蜂巢能源海外装机量迎来爆发式增长。数据显示，4月份蜂巢能源海外动力电池出货量共计0.77 GWh，同比增长72%，单月海外出货量数 据创历史新高。此外，蜂巢能源1-4月海外累计出货63115台车，合计出货2.76 GWh，同比增长126%。（36氪） 傲鲨智能完成 B 轮融资，「消费级外骨骼机器人」量产提速 傲鲨智能产品已覆盖汽车制造、航空地服、矿山、物流等工业场景，并在德国、美国、东南亚等17个国家建立销售网络。 热点快讯 消息称新加坡 Grab 寻求本季度达成收购印尼 GoTo 交易，价格或达70亿美元 据知情人士称，在美国上市的新加坡叫车和送餐公司 Grab 正寻求在第二季度达成协议，收 ...

证券代码：002074 证券简称：国轩高科 国轩高科股份有限公司 投资者关系活动记录表 编号：2025-002 投 资 者 关 系 活 动 类 别 □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 □新闻发布会 □路演活动 □现场参观 □一对一沟通 □券商策略会 □其他______ 参 与 单 位 名 称 及 人 员姓名 参与国轩高科 2024 年度网上业绩说明会的广大投资者 时 间 2025 年 5 月 8 日 15:00-17:00 地 点 深圳证券交易所互动易平台"云访谈"栏目 上 市 公 司 接待人员 董事长兼总经理：李缜 董事会秘书：汪泉 财务负责人：张一飞 独立董事：王枫 投资者关 系活动主 要内容介 绍 1、公司如何确保电池的安全性，避免因电池故障导致的安全事故？ 您好，公司始终将电池安全作为核心准则，通过以下多维度举措， 构建起全方位、多层次的安全保障体系：1、技术创新驱动安全升级，持 续优化电池材料体系与结构设计，确保电池产品的安全；2、成熟完善的 产品开发与质量管理体系进行全流程管控，从材料筛选、电芯设计到系 统集成均实施严苛的安全标准，严格按照国标/企标要求分别对电芯/模组 /整包 ...

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~ 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 中创新航 作为一家在动力电池领域表现突出的企业，近两年稳居全国动力电池 TOP3 的地位，在全球范 围内更是连续反超三星 SDI、松下以及 SK On，跃升为全球第四， 2024 年度，其动力电池装车量同比 增长 16.6%，装车量排名全球第四、国内第三， 2025 年一季度，中创新航预计实现出货 20GWh，同比 增长 150%，出口车和海外储能是主要订单来源。 苏奥传感 专注于为汽车制造企业提供高品质的零部件产品与服务，主要产品包含感测器及配件、燃油系统 附件、汽车内饰件、持续发展的新能源部件 。其控股子公司博耐尔汽车电气系统有限公司的主要产品包含 汽车热管理系统零部件，广泛应用于汽车空调、发动机及电机、电池、电控等模组。 中创新航此次收购苏奥传感，一方面是基于对苏奥传感主要经营业务内在价值及未来发展前景的信心，另 一方面也是为了落实自身的发展战略，充分发 ...

Core Viewpoint - The Federal Reserve maintained the federal funds rate at 4.25%-4.50% and continued its balance sheet reduction, reflecting a "wait-and-see" approach amid economic uncertainties [2][3]. Economic Performance - The U.S. economy remains robust with a low unemployment rate of 4.2% and inflation showing signs of improvement, although still above the Fed's long-term target of 2% [3][5]. - GDP growth was 2.5% last year but saw a decline in Q1 this year due to increased imports ahead of tariff policies, impacting net imports significantly [4]. - Domestic private final purchases (PDFP) maintained a steady growth of 3% in Q1, consistent with the previous year, despite a decline in consumer sentiment due to trade policy uncertainties [4]. Employment Market - Job creation remains strong, with the unemployment rate at a relatively low level, and wage growth outpacing inflation, indicating a balanced employment market without significant inflationary pressures [5]. Inflation Trends - Inflation has significantly decreased from mid-2022 highs but remains above the 2% target, with the PCE price index rising 2.3% and core PCE rising 2.6% over the past 12 months [6]. - Recent inflation expectations have shown upward trends, with tariffs identified as a driving factor [6]. Federal Reserve's Stance - The Fed is awaiting more economic evidence to determine whether inflation or employment should be prioritized, influencing future interest rate decisions [8]. - Powell highlighted the significant impact of Trump's policies on trade, immigration, fiscal policy, and regulation, with ongoing uncertainties regarding the effects of announced tariffs [7][8]. Market Reactions - Following the Fed's announcement, markets generally expect three rate cuts this year, with the dollar index fluctuating around 99.6 to 99.7 [9]. - The Hong Kong Monetary Authority maintained its benchmark rate at 4.75%, with the Hong Kong stock market showing strong performance amid active new listings [11]. - U.S. stocks experienced volatility post-announcement, with investor focus shifting back to company fundamentals amid trade policy uncertainties [11].

蜂巢能源海外装机量大增126% 金十数据5月8日讯，据蜂巢能源消息，蜂巢能源海外装机量迎来爆发式增长。数据显示，4月份蜂巢能 源海外动力电池出货量共计0.77GWh，同比增长72%，单月海外出货量数据创历史新高。此外，蜂巢能 源1-4月海外累计出货63115台车，合计出货2.76GWh，同比增长126%。 ...

Core Viewpoint - Chinese automotive and battery companies are actively expanding into overseas battery recycling markets, forming strategic partnerships to establish a global recycling and after-sales service network [2][3][8]. Group 1: Strategic Partnerships - Guoxuan High-Tech and JinJing New Energy have formed a strategic partnership to build a battery recycling and after-sales service system, aiming to establish 100 service points globally [2][3]. - Huayou Recycling has signed a memorandum of understanding with France's Suez to explore battery recycling cooperation in Europe, indicating a trend of international collaboration in this sector [4][8]. Group 2: Market Expansion - Companies like BYD and Guoxuan High-Tech are entering the overseas battery recycling market, with BYD signing a three-year exclusive recycling agreement in Australia [6][8]. - The global market for battery recycling is expected to grow significantly, with projections indicating that by 2030, the European battery market could reach hundreds of billions of euros [11]. Group 3: Technological and Regulatory Challenges - The EU's new battery regulations impose strict requirements on battery manufacturers, including extended producer responsibility and high recovery rates for key metals [16][17]. - Chinese companies face challenges in logistics efficiency and high transportation costs when operating overseas, which can impact recovery efficiency and overall costs [12][16]. Group 4: Future Outlook - The increasing demand for battery recycling is driven by the growing number of electric vehicles, with predictions of significant volumes of retired batteries in the coming years [11][12]. - The establishment of a robust recycling network and compliance with international regulations will be crucial for Chinese companies to succeed in the global battery recycling market [20][21].

Group 1 - The core transaction involves China Innovation Aviation acquiring 11% of Suoao Sensor's shares for approximately 5.11 billion yuan, while also obtaining control through a waiver of voting rights on an additional 19.55% of shares [2] - The deal is structured as an inseparable combination of share acquisition, voting rights waiver, and a directed share issuance, ensuring a complete transfer of control [2] - This acquisition aligns with China's push for accelerated mergers and acquisitions, as highlighted by the new "National Nine Articles" aimed at enhancing the restructuring market [3] Group 2 - The transaction is expected to activate new growth momentum in the industry, with China Innovation Aviation leveraging its resources to enhance Suoao Sensor's capabilities in the evolving automotive landscape [3][4] - Suoao Sensor, which has maintained a leading position in fuel vehicle components, is now positioned to expand into the new energy sector, with its new energy component revenue growing by 102.84% year-on-year [3][4] - The integration of Suoao Sensor into the new energy supply chain will allow it to transition from a traditional parts supplier to a key player in the new energy ecosystem, enhancing its growth potential [5][6] Group 3 - The collaboration will enable Suoao Sensor to utilize its sensor and thermal management systems in battery management, improving efficiency and safety in battery operations [4] - China Innovation Aviation's extensive client network across various sectors, including passenger and commercial vehicles, will facilitate Suoao Sensor's entry into core components of the new energy industry [5] - The partnership represents a shift from loose collaboration to deep integration within the new energy industry, enhancing the resilience and competitiveness of the supply chain [6]

相关企业：浙江新时代中能科技股份有限公司、广东邦普循环科技有限公司 关键词：动力电池回收行业产业链、动力电池回收行业发展现状、动力电池回收行业发展趋势 一、动力电池回收行业定义及分类 内容概况：近年来，我国动力电池回收行业市场规模处于不断增长的态势。2023年，我国动力电池回收 行业市场规模达397亿元。2024年，我国动力电池回收行业市场规模约为485亿元。随着新能源汽车产业 的快速发展，退役动力电池数量增多，为回收行业带来了更多的资源，推动市场规模逐步扩大。在梯次 利用方面，技术研发取得了重要进展。企业能够对退役电池进行全面的检测、分类和重组，将性能较好 的退役电池应用于储能系统（如分布式储能、通信基站备用电源等）、低速电动车等领域。 相关上市企业：宁德时代（300750）、光华科技（002741）、格林美（002340）、豪鹏科技 （001283）、比亚迪（002594）、超越科技（301049）、中创新航（HK.03931）、亿纬锂能 （300014） 动力电池回收是指对使用过的动力电池（如锂离子电池、镍氢电池等）进行收集、拆解、处理和再利用 的一系列活动。其主要目的是减少环境污染、节约资源、降低对原 ...