混动车型成为新能源增长的确定性入口，正力新能以前瞻布局与体系能力切入合资与新势力主机厂核 心供应链。 2025年以来，正力新能在插电/增程车型的配套市场上斩获颇丰。 继为上汽通用GL8陆尊PHEV、GL8陆尚PHEV提供动力电池并实现独家定点后， 6月其被曝中标 大众上汽ID.ERA全尺寸增程SUV项目，进入大众在华电池供应体系。 如果最终落地，正力将与宁 德时代、国轩高科、LG新能源一同，成为大众在华四大供应商。 与此同时，其电芯和电池包产品也在新势力品牌零跑首款全球化战略车型B10和广汽丰田铂智3X 等项目中实现配套。 混动赛道爆发是正力新能的市场"突进"传递出的最强烈信号，插电/增程将成为2025年动力电池 产业最明确的结构性增量方向。 合资品牌集体加速本土化，正将插电混动与增程式技术作为"油电转型"的现实解法。2025年以 来，包括上汽大众、广汽丰田、广汽本田、一汽丰田在内的合资车企纷纷加快插混和增程车型落 地，甚至奔驰、宝马也在酝酿增混产品方向。 值得追问的是， 为什么是正力新能，频繁出现在配套名单上？ 这家2023、2024连续两年跻身国内动力电池装机TOP10的企业、是TOP10中最年轻的电池厂 ...

朋友们，最近南向资金的动作简直像开了加速器！一周净买入263亿港元，比上周多买了快90%，买卖总额更是超过6800亿港元，这热度堪比三伏天的北 京！更值得关注的是，有三只股票被南向资金直接买爆仓，持股量环比翻倍，连我这个20年的老司机都忍不住要跟大家好好唠唠。 先说这波资金为啥这么猛。明眼人都能看出来，政策端最近在疯狂释放利好。7月8号央行刚宣布把债券通南向通额度扩大到1万亿，允许券商、保险这些 机构下场，这相当于给港股开了个资金水龙头。再加上人民币国际化进程加速，聪明钱都在提前布局。就像我常说的，政策东风吹到哪儿，资金就会流 向哪儿，这次港股明显成了香饽饽。 第二个是中国春来。这名字听起来挺文艺，其实是民办高教领域的隐形冠军。旗下5所高校在校生超过10万人，而且特别会紧跟政策风向，把课程设置和 市场需求精准对接，毕业生就业率常年保持高位。最近教育部又在推数字化赋能教育，人家早就开始布局智慧校园了。更关键的是，公司连续三年分 红，今年还首次发了中期股息，这种现金流稳定、政策受益的标的，南向资金不抢才怪。 第三个必须聊聊宁德时代。这可是全球动力电池的龙头，最近港股更是玩出了新高度——溢价率直接飙到46%，创下双 ...

2025 年 7 月 11 日，由起点锂电、起点 固态电池 、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车 换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 本次论坛聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞。论坛 现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 在下午新国标电自电池技术专场， 多氟多新能源 前瞻技术研究副院长 杲绍芒发表演讲，分享主题： 电动两轮车及换电高安全动力电池解决方 案。 以下为演讲实录： 各位朋友，各位同仁，下午好！ 今天到场了不少人，我是来自多氟多的新能源杲绍芒，下面我给大家分享：电动两轮车及换电高安全动力电池解决方案。 大圆柱电池，近几年一直是热潮，我们今年在大圆柱上又扩展了将近 8 个 GWh 。整体来说，今年到 12 月份，产能是 22GWh+ ，属于大圆 柱里产能最充足的企业。 下面进行我的汇报。 多氟多新能源是依靠多氟多新材料进行研发的产业，母公司是做化工起家的公司，公司先期申请 1300 多件专利 ...

2025 年 7 月 11 日，由起点锂电、起点固态电池、起点两轮车及换电主办，以"换电之城 智慧两轮"为主题的 2025 第五届起点两轮车换电大 会暨轻型动力电池技术高峰论坛在深圳宝安登喜路国际酒店正式举办。 本次论坛聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞。论坛现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 在下午两轮车电摩及电池技术专场， 睿恩新能源 国内销售副总经理 谢志明发表演讲，分享主题： 无极耳圆柱电芯性能和安全带来的行业惊 喜。 以下为演讲实录： 各位领导，各位嘉宾，大家下午好！ 今天和大家汇报的内容有 3 个部分：一、简单的公司介绍；二、无极耳圆柱电芯性能和安全带来的行业惊喜；三、无极耳圆柱电池在轻便两轮 车及电摩行业的应用推荐。 首先简单介绍我们公司。睿恩新能源于 2022 年 10 月落地在常州，虽然我们成立时间不长，但我们已经创造了很多个奇迹。第一个，从 2023 年 11 月打第一个桩开始，花了 13 个月建完 1 0 万多平方米的厂房并拉通产线，且满足量产要求；第二个在今年 3 ...

Core Insights - The new wave of globalization for Chinese enterprises is gaining momentum, with Deloitte assisting over 2,000 Chinese companies in their internationalization efforts across 96 countries in 2024, highlighting the depth and breadth of this trend [2] - Opportunities and challenges coexist in the global market, with capability building becoming a key factor for success, requiring a long-term strategic approach [2] Existing Advantages - Chinese enterprises currently possess strong advantages in technological innovation, large-scale manufacturing, and supply chain organization, which are crucial for establishing core competitiveness in international markets [3] - In technological innovation, Chinese companies lead in emerging fields such as renewable energy and artificial intelligence, with notable examples including BYD's blade battery technology and DJI's drone control systems [4] - The speed of technological iteration is essential for maintaining competitive advantage, as seen with Huawei's commitment to R&D and CATL's significant investment in battery technology [5] Manufacturing Capability - Manufacturing is a critical area for national competition, with China's mature industrial chain and cost advantages making it attractive for global markets [6] - Companies like BYD and CATL are expanding their manufacturing capabilities in Europe, establishing a high-end manufacturing presence and integrating into local supply chains [6] Supply Chain Organization - Chinese enterprises must evolve from being mere producers to leaders in supply chain organization, requiring global planning and local supplier development capabilities [7] - The case of Geely's acquisition of Proton illustrates how Chinese companies can enhance local supply chains and foster mutual growth [7] High-Level Goals - Chinese enterprises should focus on building brand value, setting standards, and gaining industry influence to transition from OEMs to globally recognized brands [8] - Anta's strategy to prioritize its main brand and Nanjing QuanFeng's commitment to developing its own brand exemplify this shift towards brand independence [8] Global Standards and Influence - Mastering technical standards is crucial for long-term competitive advantage, as seen in the case of Chinese electric vehicles in Indonesia, where adherence to European standards has limited their market competitiveness [9][10] - Companies must aim to export not only products and technologies but also standards, requiring collaboration between national strategies and corporate initiatives [10] Overall Capabilities - Compliance, cross-cultural management, and understanding international dynamics are essential capabilities for Chinese enterprises venturing abroad [12] - Compliance challenges often arise from a lack of legal knowledge and resources, necessitating a robust compliance framework [13][14] - Cross-cultural management is vital for building trust and understanding local customs, which can mitigate cultural conflicts [16][17] - Companies must develop a keen awareness of international trends and geopolitical risks to navigate potential disruptions effectively [18][19] Conclusion - The essence of going global for Chinese enterprises lies in evolving capabilities and managing increasing environmental complexities [23] - Companies must leverage their first-mover advantages and focus on strengthening their overall capabilities to thrive in the new global landscape [24]

Advanced Manufacturing Group - In June 2024, China's power battery sales reached 94.1 GWh, with a month-on-month increase of 7.6% and a year-on-year increase of 34.9% [3] - The export volume of power batteries was 15.8 GWh, showing a month-on-month growth of 17.1% and a year-on-year growth of 16.6% [3] - The installed capacity of power batteries in June was 58.2 GWh, with a month-on-month increase of 1.9% and a year-on-year increase of 35.9% [3] - Lithium iron phosphate (LFP) batteries accounted for 81.5% of the total installed capacity, with a year-on-year growth of 49.7%, indicating a strong market position [3] - The significant growth rate of LFP batteries is attributed to their cost advantages and improved performance, making them the preferred choice for most mid-to-low range electric vehicles [3] Consumer Group - The National Health Commission approved D-Allulose and other new food ingredients, which could drive the development of low-sugar and low-calorie products in the sugar substitute market [7] - The Ministry of Agriculture emphasized the need to support the dairy industry, which is showing signs of stabilization and recovery due to various supportive measures [7] - Factors such as potential production decreases due to heat stress on dairy cows and increased consumption of cold drinks are expected to positively impact the dairy market in the upcoming months [7]

Core Insights - The forum highlighted the integration of AI technology in the research and development of power battery technology, emphasizing breakthroughs in all-solid-state batteries and advancements in battery safety management and recycling [1][4] - Experts discussed the importance of energy density in next-generation high-nickel ternary power batteries, with a focus on safety research and real-time control methods [2][3] Group 1: AI and Battery Technology - The establishment of a national laboratory for battery safety aims to create an AI-based battery R&D platform, enhancing efficiency and intelligence in the development process [1][2] - AI-driven methods for predicting thermal runaway in batteries have been developed, supporting safety design across various systems and conditions [2][3] Group 2: All-Solid-State Battery Developments - All-solid-state battery technology, particularly using sulfide systems, is expected to gather industrial resources and achieve breakthrough progress within the next five years [3] - The forum showcased advanced technologies for lithium battery safety management, including real-time thermal safety estimation and multi-dimensional early warning systems [3] Group 3: Recycling and Utilization of Retired Batteries - Current commercial models focus on the recovery of battery metals and the second-life utilization of retired batteries, with research aimed at selective metal extraction and performance enhancement of recycled materials [3] - Discussions included innovative paths for battery materials, optimization strategies for low-temperature charging, and safety management systems for high-temperature thermal runaway risks [3][4]

Core Viewpoint - The article highlights the collaboration between Guoxuan High-Tech and Chery Automobile in developing the Wind Cloud A9L, a luxury hybrid vehicle, showcasing advanced battery technology and performance standards [1][2]. Group 1: Product Features - The Wind Cloud A9L features a hybrid battery system from Guoxuan High-Tech, allowing for an 80% charge in just 14.5 minutes and a pure electric range of 260 km, with a total range exceeding 2500 km when fully fueled and charged [3]. - The battery system includes innovative safety features, such as a thermal runaway prevention system that has passed rigorous testing, and a rapid power cut-off mechanism that activates within 2 milliseconds during collisions [3]. Group 2: Strategic Collaboration - The partnership between Guoxuan High-Tech and Chery has evolved since their strategic agreement in January 2024, with Guoxuan supplying 60% of the hybrid battery systems for Chery's models [4]. - Guoxuan High-Tech has been involved in the development of battery systems for multiple Chery brands, including the Wind Cloud and Star Era series, contributing to a significant number of battery systems delivered in the first half of 2025 [5].

Core Insights - In June, China's power battery installation volume reached 58.2 GWh, showing a month-on-month increase of 1.9% and a year-on-year increase of 35.9% [1] Group 1: Battery Types - The installation volume of ternary batteries was 10.7 GWh, accounting for 18.4% of the total installation volume, with a month-on-month increase of 2.0% but a year-on-year decrease of 3.4% [1] - The installation volume of lithium iron phosphate batteries was 47.4 GWh, making up 81.5% of the total installation volume, with a month-on-month increase of 1.9% and a year-on-year increase of 49.7% [1]

Core Insights - The cumulative installed capacity of power batteries in China reached 299.6 GWh in the first half of the year, representing a year-on-year growth of 47.3% [1] Group 1: Monthly Performance - In June, the installed capacity of power batteries in China was 58.2 GWh, with a month-on-month increase of 1.9% and a year-on-year increase of 35.9% [1] - The installed capacity of ternary batteries in June was 10.7 GWh, accounting for 18.4% of the total installed capacity, with a month-on-month increase of 2.0% but a year-on-year decrease of 3.4% [1] - The installed capacity of lithium iron phosphate batteries in June was 47.4 GWh, making up 81.5% of the total installed capacity, with a month-on-month increase of 1.9% and a year-on-year increase of 49.7% [1] Group 2: Cumulative Performance - The cumulative installed capacity of ternary batteries in the first half of the year was 55.5 GWh, representing 18.5% of the total installed capacity, with a cumulative year-on-year decrease of 10.8% [1] - The cumulative installed capacity of lithium iron phosphate batteries reached 244.0 GWh, accounting for 81.4% of the total installed capacity, with a cumulative year-on-year growth of 73.0% [1]