Core Viewpoint - CBAK Energy Technology, Inc. is actively pursuing collaboration opportunities with FAW Group to supply its upcoming Model 46950 battery cell, indicating a strategic move to re-enter the electric vehicle (EV) battery market [1][5]. Group 1: Company Developments - CBAK Energy's delegation, led by the Principal of the Academy of Research & Development, visited FAW Group to discuss potential collaboration [2]. - The Model 46950 cell, designed for EV applications, features two variants with NCM and a hybrid of LMFP and NCM chemistry, offering energy density improvements of approximately 65.64% and 22.70% over the current flagship Model 32140 [3]. - The Model 46950 supports 4C fast charging, which is double the 2C capability of the Model 32140, enhancing its appeal for EV applications [3]. Group 2: Market Positioning - The introduction of the Model 46950 is expected to position CBAK Energy favorably in the EV battery market, with an official launch anticipated next year [4]. - The CEO of CBAK Energy emphasized the importance of reestablishing connections with former partners, highlighting the strategic intent to return to the EV market [5]. Group 3: Company Background - CBAK Energy is a leading high-tech enterprise in China focused on the development and manufacturing of lithium batteries for various applications, including electric vehicles and energy storage [6].

Company Overview - QuantumScape has significantly underperformed the market, with shares declining over 20% in the past year, and remains a pre-revenue business several years post-IPO [1] - The company is currently in the "sampling stage," focusing on shipping battery system samples to potential customers for testing [3] Progress and Collaborations - QuantumScape is advancing towards commercialization by collaborating with Volkswagen Group's battery manufacturing company and other automakers, while also building a network of vendors and suppliers [4] - The company aims to produce batteries with energy density significantly higher than traditional lithium-ion batteries, capable of charging from 10% to 80% in under 15 minutes [4] Financial Status - QuantumScape is projected to incur an adjusted EBITDA loss between $250 million and $280 million for the full year [5] - The company has approximately $860 million in cash and liquidity, providing financial runway until 2028 without needing additional capital [6] Strategic Timeline - The CEO has outlined a strategic blueprint indicating that QuantumScape plans to demonstrate its technology through product samples, progressing to more comprehensive installations [8][9] - The company aims to achieve some level of commercialization of its first batteries next year, with a long-term strategy focused on continuous platform improvement [10] Market Potential - The CEO anticipates that by 2040, there will be over a terawatt-hour per year of solid-state batteries produced, positioning QuantumScape as a market leader [11] - Current EV battery production costs are around $140 per kilowatt-hour, with predictions suggesting solid-state battery costs could drop to $70 billion market size in 15 years if QuantumScape leads the market [12]

DALIAN, China, June 09, 2025 (GLOBE NEWSWIRE) -- CBAK Energy Technology, Inc. (NASDAQ: CBAT) ("CBAK Energy," or the "Company"), a leading lithium-ion battery manufacturer and electric energy solution provider in China, today announced that its wholly-owned subsidiary, Nanjing CBAK New Energy Technology Co., Ltd. ("Nanjing CBAK"), has received a sizeable order from Africa’s largest EV player with the fastest energy distribution network aided by battery swapping. The order, valued at approximately US$11.6 mil ...

Group 1: CoreWeave - CoreWeave transitioned from an Ethereum mining operation to an AI-oriented cloud infrastructure business, leveraging its inventory of GPUs [4][5] - The company invested approximately $100 million in Nvidia's H100 data center GPUs in 2022, creating a platform that is 35 times faster and 80% cheaper than larger competitors [4] - Revenue is projected to grow from $16 million in 2022 to $1.92 billion in 2024, with expectations to exceed $5 billion in 2025 [6] - CoreWeave's stock has increased over four times since its IPO two months ago, but it faces challenges such as high debt and lack of profits [6][7] Group 2: D-Wave Computing - D-Wave develops quantum annealing tools that optimize workflows and supply chains, operating more efficiently than traditional computers [8] - The core Leap platform integrates with larger public cloud platforms and helps organizations identify the most efficient processes [9] - Revenue is expected to rise from $9 million in 2024 to $74 million by 2027, but the company is not projected to become profitable soon [10] Group 3: QuantumScape - QuantumScape focuses on developing solid-state lithium metal batteries, which offer advantages for electric vehicles, but has not yet commercialized its products [11] - The company is backed by Volkswagen and aims to produce batteries with fast charging times and extended ranges [12] - Currently valued at $2.4 billion, QuantumScape is unprofitable and not generating revenue, but successful scaling could attract significant investor interest [13]

P-300N: Advanced Silicon Battery Achieved Over 90% Capacity Retention at 300 Cycles in Full Cell Surpasses Targeted Performance of 80% Retention at 300 CyclesOne of Most Stable, Low-Cost Materials in Global Battery Supply Chain Dr. J.S. Jeoung Commits Full-Time as Senior Vice President of Commercialization & Cell Development Previous Experience in Achieving Commercial-Standard Performance for Silicon Battery Initiated Battery Cell Design for P-300N Long-Term Performance Testing in Large-Scale Battery Format ...

尽管扩大产量，LG Energy Solution、Panasonic和SK Innovation份额仍下滑。其表现受欧美需求疲软 （美国增速放缓、欧洲市场收缩）、新超级工厂投产延迟及传统车企订单减少影响。二线厂商中仅 CALB保持稳定势头。 主要厂商新纯电汽车电池装机量（GWh） 2024年vs 2023年 2024年新能源汽车新车电池装机量同比增长22%，主要得益于关键市场新能源车普及率提升及 车型销售结构变化。 中国电池制造商占据超70%的装机份额，其中CATL以38%的份额位居首位，BYD则凭借国内 市场的强劲表现和海外扩张占据18%的份额。 韩日厂商份额下滑，主因欧美新能源车销量放缓（美国增长减速、欧洲市场萎缩），叠加工厂 投产延期及传统车企订单削减。 插电混动汽车（PHEV）正改变电池结构占比：其占新能源车销量比例从2023年30%升至2024 年37%。尽管纯电汽车（BEV）电池包容量有所增长，但PHEV较小电池容量拉低了整体平均 装机量。 欧美新关税及政策压力正引发生产布局与合作策略调整，投资流向墨西哥、美国东南部、印度 和印尼等地。 根据 Counterpoint最新的《全球新能源车电池追踪 ...

ab 31 May 2025 Global Research Global Electric Vehicle Battery Makers Monthly Recharge: EV Survey and US EV Policy Intention to buy BEV declines 5 ppts y/y to 41%, impacting EV battery demand Our UBS EV consumer survey covers six of the largest car markets including the US, China, and Germany. Globally, the share of people considering buying a BEV declined 5 ppts y/y to 41%. Our 2030E Global EV penetration downward revision of 8 ppts to 41% is largely driven by changes in ex-China markets. For the US/EU we ...

6月3日，远景动力位于法国杜埃的电池超级工厂正式投产，法国总统马克龙出席见证。该工厂首期10 GWh产能将为雷诺等国际车企提供动力电池，满足20万辆电动汽车配套需求。 ...

Core Insights - CBAK Energy Technology, Inc. has received a follow-up order valued at approximately USD 3 million from Livguard, increasing the total order value from Livguard to USD 7.9 million since the partnership began [1][4]. Company Overview - CBAK Energy is a leading lithium-ion battery manufacturer in China, engaged in the development, manufacturing, and sales of high-power lithium batteries and raw materials [5]. - The company's products are utilized in various applications, including electric vehicles, energy storage, and uninterruptible power supplies [5]. - CBAK Energy became the first lithium battery manufacturer in China to be listed on the Nasdaq Stock Market in January 2006 [5]. Partnership Details - Livguard, an Indian energy storage solutions provider, has a strong market presence supported by the SAR Group and offers a wide range of energy solutions [2]. - Livguard sources Model 32140 cylindrical lithium-ion batteries from CBAK Energy, which are known for their high performance and reliability [3]. Strategic Growth - The CEO of CBAK Energy highlighted the importance of the recent order from Livguard as a validation of the company's battery technology and a step towards strengthening its presence in India's energy market [4].

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 1、 韩国LG和三星SDI即将在美国增设电池产线 尊界S800上市 售价70.8-101.8万元起 5月30日，尊界800上市。新车推出纯电、增程两种动力，共推出4款车型，售价70.8-101.8万元起。 | 草界 S800 星辉黄享版 | 尊界 S800 星羅尊享版 | 尊界 S800 星辉行政版 | 尊界 S800 星耀行政版 | | --- | --- | --- | --- | | 70.8万 | 78.8万 | 81.8万 | . 101.8万 | | 五座布局 双零重力座椅 | 五座布局 双零重力座椅 | 四座布局 双ActiveSafe零重力座椅 | 四座布局 双ActiveSafe零重力座椅 | | 途灵龙行平台Max(双电机) | 途灵龙行平台Ultra(三电机) | 途灵龙行平台Max(双电机) | 途灵龙行平台Ultra (三电机) | | 华为悦影 非凡系列 35扬 | 华为悦影 非凡系列 35扬 | ...