公司始终将技术创新作为企业发展的核心驱动力，现已构建起完善的 知识产权保护体系。截止到报告期末，累计申报专利 951项，其中发明专 利203 项。已获授权专利716项,其中境内专利645项、境外专利71项,发明专利67项。 为了鼓励两轮车换电及电池行业创新发展，表彰为换电技术、电池技术、材料创新、设备升级突出贡献的企业，起点锂电、起点两轮车及 换电、起点研究院（SPIR）联合国内外超过100+行业技术专家、企业家、研究机构和财经媒体等推出2025中国两轮车换电及电池技术创 新"鲁班奖"奖项评选。 经起点组委会确认， 博力威 已报名参加"2025中国两轮车换电及电池技术创新鲁班奖"评选，参选项目为 2025两轮车及换电锂电池最佳技 术创新奖 。 参选企业介绍 广东博力威科技股份有限公司（股票代码： 688345） 自2006 年成立，深耕锂电池领域，2021 年成功登陆科创板，成为国内首家以轻型车 锂电池为主营业务的 A 股上市公司。 公司以 "三驾马车 双轮驱动" 为战略，聚焦轻型动力、储能及消费电子领域，为电动自行车、电动摩托车、电动滑板车、智能机器人、消费电 子、中小型储能等多场景提供高品质锂电池解决方案 ...

Core Viewpoint - The signing of a supplementary agreement between Fulin Precision and CATL allows for the early locking of additional lithium iron phosphate (LFP) production capacity, indicating a strategic move to strengthen long-term cooperation in the LFP sector [2][10]. Group 1: Agreement Details - The supplementary agreement revises the original business cooperation agreement, increasing the production capacity supported by CATL from 7.5 million tons per year to 16 million tons per year at the Jiangxi base and 20 million tons per year at the Sichuan Phase III [2][6]. - CATL will make a one-time prepayment of 500 million yuan to support the construction of the expanded production capacity [6][7]. - The agreement ensures that the production lines at Jiangxi Shenghua will prioritize the production of LFP required by CATL, with a commitment to meet CATL's production requirements by June 30 [7][10]. Group 2: Financial Performance - Jiangxi Shenghua's revenue for 2022, 2023, and 2024 was 4.879 billion yuan, 2.808 billion yuan, and 4.829 billion yuan, respectively, with net profits of 288 million yuan, -1.053 billion yuan, and -283.6 million yuan [10]. - As of June 5, Fulin Precision's stock price was 12.88 yuan per share, with a total market capitalization of 22.02 billion yuan [8]. Group 3: Market Dynamics - The LFP market is experiencing a reshaping of its competitive landscape, with CATL signing long-term agreements with multiple leading LFP companies, which is expected to accelerate the industry's "elimination race" [2][10]. - The traditional LFP market is becoming increasingly competitive, with some outdated capacities likely to be phased out, while high-density LFP materials are gaining traction among leading companies [16][10].

Core Viewpoint - The article highlights the significant growth and strategic moves in the lithium battery industry, particularly focusing on the global expansion of Chinese companies like Zhongke Electric in response to increasing demand for lithium-ion batteries and the localization of supply chains [3][4][10]. Group 1: Industry Growth and Demand - The demand for lithium-ion batteries is experiencing explosive growth, driven by the global transition to renewable energy [3]. - According to GGII, China's lithium battery shipments are projected to reach 1175 GWh in 2024, representing a year-on-year increase of 32.6% [3]. Group 2: Supply Chain Localization - There is a pressing need for localization of the supply chain for anode materials in lithium batteries, as regions like Europe, the Middle East, and Southeast Asia are intensifying their efforts to establish new energy industrial parks [4]. - Chinese anode material companies are accelerating their international expansion to capture market opportunities abroad [4]. Group 3: Zhongke Electric's Global Strategy - Zhongke Electric has made a significant move by announcing the construction of a 200,000-ton integrated anode material production base in Oman, marking the establishment of the largest overseas anode material production facility [6]. - The project, with a total investment of no more than 8 billion RMB, will be built in two phases, each with a capacity of 100,000 tons and a construction period of 36 months [6]. Group 4: Strategic Location of Oman - Oman was chosen for its unique geographical advantages and favorable policy environment, being a key hub connecting the Middle East, Africa, South Asia, and Europe [7][9]. - The local abundant solar energy resources are facilitating a transition to a clean, low-carbon economy, providing ample green electricity support for the lithium battery industry [7]. Group 5: Implications for Global Market - The establishment of the largest overseas anode material production base is a critical step in Zhongke Electric's global strategy, enabling shorter delivery times to European and Middle Eastern customers and enhancing international market responsiveness [10]. - This move exemplifies the participation of Chinese lithium battery companies in the global industrial chain, promoting the establishment of green low-carbon supply chains overseas and injecting new momentum into China-Oman economic cooperation [10].

宁德时代正加速欧洲市场布局！ 据 韩联社报道， 6月2日， 韩国 索路思高新材料 （ Solus Advanced Materials ）发布消息称，与中国 宁德时代 （CATL）签署了铜箔供 应合同， 将自2026年起向宁德时代欧洲工厂供应其匈牙利工厂生产的铜箔产品。 截图来源韩联社 双方计划基于索路思在当地的产品竞争力，积极寻求在新产品研发领域的合作机会。且 索路思 成为首家与宁德时代建立欧洲地区合作关系的 韩国铜箔供应商。 针对此消息， 宁德时代目前并未透露太多，但在欧洲市场，宁德时代正致力于相关产能的落地，以弥补"本土化生产"的不足。 为何选择 索路思？ 2019年其位于 匈牙利的锂电池铜箔第一工厂开工，次年该工厂竣工并 开始批量生产，同时匈牙利 第二工厂扩建项目获批。 到2021年， 索路思 开始向 韩国电池制造商供应锂电池铜箔，其中包括LG新能源，且其 匈牙利锂电池铜箔第二工厂也在同年迎来开工。同样 在2021年， 索路思初步规划将在加拿大魁北克省建立锂电池铜箔生产基地。 进入2022年， 索路思的发展提速，客户体系扩大，开始向 全球整车制造商供应锂电池铜箔，并与欧洲知名电池企业ACC签订供货协议 ...

为了鼓励两轮车换电及电池行业创新发展，表彰为换电技术、电池技术、材料创新、设备升级突出贡献的企业，起点锂电、起点两轮车及 换电、起点研究院（SPIR）联合国内外超过100+行业技术专家、企业家、研究机构和财经媒体等推出2025中国两轮车换电及电池技术创 新"鲁班奖"奖项评选。 评选企业要求： 在两轮换电 及电池产业链 细分产品或技术方面有技术创新发明或重大技术创新的企业，参选企业要求提交相关专利发明证明 及技术创新性描述等。 经起点组委会确认， 博力威 已报名参加"2025中国两轮车换电及电池技术创新鲁班奖"评选，参选项目为 2025两轮车及换电锂电池最佳技 术创新奖 。 参选企业介绍 广东博力威科技股份有限公司（股票代码： 688345） 自2006 年成立，深耕锂电池领域，2021 年成功登陆科创板，成为国内首家以轻型车 锂电池为主营业务的 A 股上市公司。 公司以 "三驾马车 双轮驱动" 为战略，聚焦轻型动力、储能及消费电子领域，为电动自行车、电动摩托车、电动滑板车、智能机器人、消费电 子、中小型储能等多场景提供高品质锂电池解决方案。凭借 300 + 研发团队与超 700余项专利，依托"金箍棒"自主电芯 ...

游戏，中国不同生产工艺的酶酸铁月度平均生产成本为1.1.1.0万元吨。中国磷酸铁6,生产库存量或和化增加减少；中国不同生产工艺的酸碳铁锂周度平均生产成本为2-1.1.万吨，中国 磷酸铁矩厂存存量较上周减少，白银时代瑞影磷酸铝铁锂项目一期2万吨产能将于4月试生产，云南鸿泰博5万吨磷酸铁塑产能将于5月建成进生产，天程锂电磷酸铁塑项目二期5万吨产能扩松2月 下工并12月底建成投产，龙播科技旗下印尼塑原一期8万吨磷酸铁锥产销于20年初投产目二期5万吨磷酸铁윈厂豁层动建设并或于2.5年底完工、中国磷酸铁型(磷酸铝铁架)6月生产量或环比筒加增 加： 中国MEP 匾冰鼠 黄渔镇豆产硫酸溴目度完全生产成本为126000 12000 123000 12-900元 爆吨日生产利润为正 压压压负、印尼MEPP高水镜一体化产硫酸镍月度生产成本为1145000元 澳顿昆生产利润为正，使中国新酸镜同生产(进口)量或环化增加(减少)：刚果金2月22日起暂停放出口4个月并考虑实施赶出口配额，使中国技中阿品加工费较上周下降，中国际酸粒1-4月加工费 投资集略 | 康明日上「树周边」 文中国俄蒙片工"中国 里斯·伊朗斯隊》 《天在月22日电官员 ...

解锁【第一财经智享会员】实时解读市场动态，把握投资先机。 【第一财经智享会员专属】 【 今 日 早 盘 】 6月5日，三大股指小幅高开，沪指 涨0.06% ，深成指 涨0 .08% ，创业板指 涨0.08% 。虚拟电厂、新能源车、生物科技概念股活跃；新消 费、可控核聚变题材回调。 今日券商观点 ①华泰证券：6月锂电排产增长 看好长期需求 华泰证券研报称，鑫椤锂电发布锂电产业链6月预排产，样本企业中电池排产1 0 7 . 7GWh，环比增长2 . 9%，正极1 3 . 3万吨，环比增长9 . 1%，负 极11 . 7万吨，环比增长0 . 9%，隔膜1 4 . 9亿平，环比增长4 . 3%，电解液7 . 6万吨，环比增长6 . 6%，总体排产环比微增，主要系以旧换新政策拉 升新能源汽车需求，美国对华关税下调后储能迎来新一轮抢出口。长期而言，国内新车型新技术不断推出，欧洲及亚非拉储能市场前景向好， 看好电池环节供需边际持续改善，看好头部电池企业提升产能利用率，实现量利齐升。 ②中金：小家电行业需求有望延续复苏态势，重点关注盈利能力改善公司 中金公司发文称，家电以旧换新政策带动及低基数效应下，预计今年小家电行业需求有 ...

Core Viewpoint - The lithium iron phosphate (LFP) industry is experiencing a significant downturn, with many companies halting or terminating projects due to oversupply, while leading firms are securing large orders, indicating a bifurcation in the market dynamics [2][3][4]. Group 1: Industry Dynamics - The LFP industry is currently in a down cycle, with companies like Zhongke Titanium White announcing the termination of their LFP projects due to severe oversupply conditions [2][3]. - The price of lithium iron phosphate has plummeted from 166,000 yuan/ton at the beginning of the year to 46,000 yuan/ton by year-end, reflecting a drastic decline in market conditions [3]. - Despite many companies pausing expansion, some capacity is still being released, leading to continued price declines, with current market prices for power-type LFP ranging from 31,750 to 34,750 yuan/ton [4]. Group 2: Major Contracts and Market Trends - Leading companies like Longpan Technology and Wanrun New Energy have recently signed significant contracts, with Longpan securing agreements worth over 5 billion yuan for LFP sales to major battery manufacturers [6][8]. - The demand for LFP is increasing, with a projected shipment of 2.46 million tons in 2024, representing a 49% year-on-year growth, capturing nearly 74% of the total cathode material shipments [9]. - The utilization rate of LFP production capacity is currently around 55%-60%, with improvements expected due to strong demand in energy storage and favorable policies [9]. Group 3: Technological Advancements - The industry is shifting towards high-pressure dense LFP products, which are becoming the mainstream due to their superior performance and efficiency [12][13]. - Only a few companies, such as Hunan Youneng and Fulin Precision, have mastered the technology for fourth-generation high-pressure dense LFP, indicating a significant technological barrier in the market [12]. - The market is expected to see a further concentration of production capacity among leading and low-cost firms, as traditional LFP competition remains intense [13]. Group 4: Supply and Demand Outlook - The overall capacity in the LFP market has reached 5.2985 million tons, with a projected demand of 3.1867 million tons by 2025, indicating a significant oversupply situation [14]. - Analysts predict that supply and demand will reach a balance by 2027, with a gradual recovery in capacity utilization rates expected thereafter [14]. - The price of LFP is anticipated to remain under pressure in the short term, primarily influenced by the declining prices of lithium carbonate [15].

Market Overview - The A-share market continues to show a rebound trend, with significant performance in the consumer sector [4][6] - The overall market capitalization of the Shanghai Composite Index is 6503.28 billion, with a PE ratio of 11.95 and a PB ratio of 1.24 [3] - The Shenzhen Component Index has a market capitalization of 2159.63 billion, with a PE ratio of 19.92 and a PB ratio of 2.10 [3] Industry Dynamics - The global first humanoid robot, the ZhiYuan Expedition A2, has received certifications from China, the EU, and the US, marking a significant milestone in the robotics industry [27][28] - The market for 3C digital lithium battery PACK equipment in China is expected to reach nearly 1.3 billion by 2027, driven by a projected 13.9% increase in total shipments of digital lithium batteries in 2024 [30][31] - Several city commercial banks have followed suit in lowering deposit rates, which is expected to reduce financial institutions' liability costs and stabilize net interest margins [32] Company Updates - Marubi Biotechnology Co., Ltd. announced a cash dividend of 0.50 yuan per share, totaling 200.5 million yuan, based on a total share capital of 401 million shares [36][38] - Muyuan Foods has repurchased shares amounting to 2.1 billion yuan, with a total of 52.54 million shares repurchased, representing 0.96% of the total share capital [39][40] - Delong Technology plans to invest approximately 300 million yuan in a new lithium battery project, enhancing its competitiveness in the automotive parts market [41][42]

电动车 5 月报：关税缓和需求小幅向上，固态新技术如火 如荼 20250604 摘要 2025 年国内新能源汽车市场销量同比增长强劲，4 月销量同比增 44%，渗透率超 50%，但结构向经济型车倾斜，8 万元以下及 10-15 万元车型增长最快，20 万元以上车型增速放缓，纯电动汽车占比提升， 得益于低价新车型推出。 全球电动车市场预计 2025 年增长超 20%，总销量达 2000 多万辆。中 国市场增速放缓，海外市场略快。欧洲市场表现超预期，4 月主流国家 销售同比增长超 30%，美国市场个位数增长，新兴市场表现不一，全球 动力端销售乐观。 中国新能源汽车出口超预期，4 月出口量同比增长近 80%达 20 万辆。 比亚迪出口快速提升，预计全年出口目标超 80 万辆。奇瑞、上汽通用 五菱、吉利及小鹏等企业出口增长良好，预计全年出口增速可达 40%左 右。 储能市场整体预期 2025 年增长约 30%，虽较年初预期下修，但仍健康 发展。美国电网级储能受关税影响显著，欧洲和新兴市场需求强劲，国 内因强制配额取消后需求减弱，但逐步进入高质量发展阶段。 Q&A 今年电动车市场的销量趋势如何？ 今年（2025 年）国 ...