Group 1 - The core viewpoint of the articles highlights the rapid expansion and investment of EVE Energy Co., Ltd. in the lithium battery industry, particularly in the construction of a super factory in Jingmen, Hubei, with a total planned investment of 10.8 billion yuan [1][2] - The first phase of the factory was put into production at the end of last year, and the second phase is expected to be completed next year, driven by strong market demand for large-capacity energy storage cells used in various industries [1][2] - EVE Energy's innovative technology, including high energy density and long cycle life of their energy storage cells, is enhanced by the integration of 5G and AI, allowing for lifecycle traceability of each cell [1] Group 2 - The local government has actively supported EVE Energy by establishing a service team that has resolved over 200 issues, facilitating the early start of the second phase of the factory by two months [2] - A new railway line for lithium battery transportation has been established, significantly reducing logistics costs and enabling global market participation [2] - The Jingmen High-tech Zone has improved its urban infrastructure, creating a conducive living environment for employees, which has attracted more talent to the area [2][3] Group 3 - The lithium battery industry in Jingmen has seen significant growth, with the output value of the new energy and new materials industry reaching 19.634 billion yuan in the first quarter of this year, representing a year-on-year increase of 41.1% [3] - EVE Energy's presence has stimulated the establishment of 40 upstream and downstream enterprises, forming a nearly 100 billion yuan industrial chain that covers the entire lifecycle from raw materials to recycling [3]

点击阅读原文，即可报名参会！ 太科技4月28日在电话会议上表示，2025年公司目前要重点推进的产能建设计划具体是在马来西亚建设年产5万吨锂电池负极材料项目（马来 西亚项目）和山西省晋中市昔阳县建设年产20万吨锂离子电池负极材料一体化项目（即山西四期），上述项目预计均将在2025年第三季度开 始建设。 鉴于当前形势，为进一步扩展海外客户和海外市场，公司将进一步努力，全力推进 马来西亚项目的建设，预计该项目有望在2026年上半年进 入投产状态。到2027年，公司人造石墨负极材料有效产能将超过50万吨。 （ 来源： 人民财讯） | 往 | 期 | 回 顾 | | --- | --- | --- | | 01 | ｜ | 七大电芯厂业绩PK！ | | 02 | ｜ | 注资20个亿！宁德时代新设子公司 | | 03 | ｜ | 巨头退场！松下宣布关闭光伏业务部门 | | | ｜ 举办 | 2025起点轻型动力电池及两轮车换电大会7月10-11日无锡 | | 04 | | | ...

主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 6月会议预告 2025高工钠电 产业峰会 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 一季度，在下游超预期的市场需求下，包括磷酸铁锂材料在内的价格出现小幅反弹。但随着近期碳 酸锂价格快速下跌，磷酸铁锂材料价格也受到波及。 根据市场数据，仅 4 月份，碳酸锂价格下跌幅度就接近 10% ，其中 4 月 7 日遭受特朗普关税 危机影响，对于碳酸锂、磷酸铁锂在内主要材料冲击明显。 不过从价格波动幅度来看， 4 月份以来的价格冲击主要影响更上游的锂盐材料，磷酸铁锂价格影 响幅度相对较小，其降幅基本在 5% 以内。 这也展示出了，经过一季度的价格调整，磷酸铁锂厂商挺价情绪仍在。部分磷酸铁锂厂商为改变增 收不增利的情况下也迫切希望保持稳定的材料价格。 归根结底，磷酸铁锂厂商在维持材料价格稳定，其主要维持加工费的稳定。近年 ...

Group 1: Impact of Tariffs on Lithium Battery Industry - The US government announced a reciprocal tariff of 125% on Chinese imports, impacting various industries including lithium batteries [1] - In Q1, China's lithium battery exports to the US amounted to $3.132 billion, a year-on-year increase of 7.7%, accounting for 20.2% of total lithium battery exports [1] - Major domestic lithium battery companies have responded to the tariff impacts, with EVE Energy stating that its direct exports to the US are below 4%, mitigating cost impacts [2] Group 2: Corporate Developments - Guangzhou State-owned Assets became the controlling shareholder of Funeng Technology, acquiring 5% of its shares for a total of 970 million yuan, raising its voting rights to 16.1% [4] - Funeng Technology has faced continuous losses since its IPO, with a net loss exceeding 300 million yuan last year, but expects strategic support from its new controlling shareholder [4][5] - CATL launched the "Xiaoyao Dual-Core Battery," which features two independent energy zones using different chemical systems, enhancing battery performance [7] Group 3: Market Trends and Innovations - The first quarter of 2023 saw a decline in new energy storage installations in China, with a 1.5% decrease in capacity compared to the previous year [9] - The decline is attributed to project construction cycles and policy adjustments, particularly following the issuance of the 136 document, which aims to reform the pricing of renewable energy [9][10] - CATL's new battery technology, while promising, is expected to take 2-3 years for commercialization, indicating a delay in market readiness [8]

Core Viewpoint - The development of green low-carbon supply chains is essential for China to maintain its competitive edge in international trade and to align with global carbon reduction standards [1][2][3] Group 1: Green Low-Carbon Supply Chain Characteristics - Green low-carbon supply chains integrate environmental considerations throughout the entire production and service process, emphasizing both economic and ecological benefits [1] - These supply chains manage all stages from design, procurement, production, packaging, sales, consumption, to recycling, ensuring comprehensive green management [1] - Coordination among upstream and downstream enterprises is crucial, leveraging leading companies to drive carbon reduction efforts [1] Group 2: International Trade and Policy Implications - The shift towards green low-carbon supply chains is a strategic response to the increasing pressure from developed countries' carbon-centric trade policies [2][3] - China's engagement in green supply chains is vital for addressing international "carbon barriers" and enhancing its trade competitiveness [3] - The establishment of international green trade rules necessitates a comprehensive approach, including green procurement, production, logistics, and recycling [2] Group 3: Opportunities for Export Enterprises - The transition to low-carbon practices opens new market opportunities, particularly in sectors like new energy vehicles, lithium batteries, and photovoltaic products, which are experiencing strong export growth [4] - China's existing competitive advantages in these sectors can be further enhanced through policy support and international cooperation [4] Group 4: Role of Leading Enterprises and Policy Support - Leading enterprises should spearhead supply chain decarbonization efforts, utilizing their influence to engage smaller companies in carbon reduction initiatives [5] - Financial and fiscal policies should be aligned to support low-carbon supply chain development, including tax incentives for green consumption and increased credit support for green projects [6] - Accurate carbon footprint management is essential to address potential "carbon leakage" and ensure accountability in carbon emissions [6] Group 5: International Cooperation - Global cooperation is necessary to address the externalities of carbon emissions, with both producing and consuming countries sharing responsibilities [7] - Strengthening international green supply chain collaboration can facilitate low-carbon development across industries [7]

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 推动动力电池出货增长的接力棒正由插混车型转移到纯电和商用车。 从自上而下的产业链环节来看： 锂矿企业营收和利润整体表现趋向稳定，各家企业业绩有所分化。 大环境上，一季度锂价相比于去年同期有所下滑，但是跌幅收窄，在这一时期，多 数锂矿企业都处于库存和价格联动的调整时期，加上不同企业在存货减值计提上的有区别，各家企业业绩表现也有不同。但是，行业整体业绩已由大起 大落转变为稳定增长，其中，天齐锂业一季度实现扭亏为盈。 四大主材方面，正极材料中磷酸铁锂企业营收增速表现出色，但是利润仍呈现承压状态； 负极、电解液企业整体出现增收又增利的局面 ；隔膜企业利 润继续回调。 设备方面，业绩表现呈现较大的分化，设备企业业绩增长整体慢于材料、 ...

潘森宏观的Claus Vistesen在报告中写道，关税的不确定性将限制法国经济的任何重大反弹。法国截至3 月的三个月里经济增长了0.1%，扭转了去年年底的收缩，但几乎没有显示出强劲势头的迹象。根据潘 森宏观的估计，由于国内需求疲软，加上美国贸易关税造成了破坏性的不确定性，法国经济将在第二季 度保持这种蹒跚的增长速度，然后在今年剩余时间里陷入停滞。然而，关税政策的变化可能会改变这种 前景。 国外 1. 高盛：大幅下调美国一季度GDP增速至-0.8% 高盛最新研报表示，美国3月份商品贸易逆差扩大幅度超过预期。三月份货物进出口双双增长。贸易逆 差扩大的主要原因是消费品进口增加，这可能反映了在关税上调之前进口的"抢跑"。先行经济指标报告 的细节显示，与我们之前的GDP追踪假设相比，进口增长明显强劲，但出口增长温和走强，库存积累速 度加快。总体而言，我们将美国第一季度GDP跟踪预测下调了0.6个百分点至-0.8%（季度环比年化）。 美国GDP数据将于30日晚间公布。 2. 大摩：关税政策的不确定性，叠加美联储独立性受到质疑，或导致外资削减对美投资 摩根士丹利报告指出，美国政府关税政策的不确定性，尤其是多次政策反复，叠 ...

天力锂能(301152.SZ)公告称，宣布终止对江苏大摩半导体科技有限公司的控制权收购。公司与交易对 方于2024年1月16日签署《收购意向书》，并多次签订补充协议以确定交易方案。然而，由于客观情况 发生变化，各方协商后同意终止本次交易，并计划签署补充协议（四）以处理终止交易后的遗留事项， 包括收购意向金的返还。该协议的签订是公司与交易方经过审慎研究后的结果，各方均不会因此承担赔 偿或法律责任。标的公司将在协议解除后按约定返还收购意向金，对公司经营业绩及财务状况无重大不 利影响。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][6] Core Views - The company has experienced steady growth in revenue and net profit due to the continuous increase in downstream demand for lithium primary batteries. In 2024, the company achieved a revenue of 520 million yuan, a year-on-year increase of 50.12%, and a net profit of 151 million yuan, a year-on-year increase of 182.47% [4] - The company is a leading player in the domestic lithium manganese primary battery market, benefiting from strong customer loyalty and a high level of automation in its production lines. The company has established long-term partnerships with globally recognized brands, contributing to its competitive edge in the international market [4][5] Summary by Relevant Sections Financial Performance - In 2024, the company reported total revenue of 520 million yuan and a net profit of 151 million yuan. For Q1 2025, revenue was 118 million yuan, a year-on-year increase of 7.03%, and net profit was approximately 34.31 million yuan, a year-on-year increase of 19.21% [4][5] - The revenue composition shows that the overseas market generated 339 million yuan, accounting for 65.16% of total revenue, with a year-on-year growth of 60.4%. The domestic market generated 181 million yuan, accounting for 34.84%, with a year-on-year growth of 34.05% [4] Market Position and Strategy - The company is actively expanding its market presence by tapping into emerging industries and enhancing customer relationships. It is also focused on technological innovation to strengthen its market share [4] - The company is constructing a new high-performance lithium battery production project, which is expected to triple its annual production capacity to 180 million batteries upon completion [4] Earnings Forecast - The earnings forecast for the company indicates projected revenues of 614 million yuan in 2025, 736 million yuan in 2026, and 920 million yuan in 2027. The net profit is expected to be 157 million yuan in 2025, 188 million yuan in 2026, and 234 million yuan in 2027 [5]

马来西亚又一电池工厂传来投产消息！ 天鹏电源官方发布， 4月29日， 其位于马来西亚雪莱莪州的工厂正式开业。 该工厂是天鹏电源首个正式投产的海外工厂。占地48英亩，一 期总产能约4亿支/年，满产后大部分产能将用于海外供应链。 天鹏电源表示， 马来西亚基地 不仅仅是一家海外工厂，更是天鹏电源全球业务的一个副中心。 官网资料显示， 天鹏电源 是蔚蓝锂芯（002245）的全资子公司，专注于圆柱电池研发、生产及销售， 形成了兼具 NCM、NCA 及 LFP的 锂电池技术与产品体系 目前，其研发的多款全极耳电池已陆续投产。 产品广泛应用于动力工具、电动微出行、智能家电、数据中心备电等多个领域。 产能方面， 天鹏电源拥有4大基地。3大国内基地分别位于 江苏省张家港市 锦丰镇新兴产业园区、 江苏省张家港市经济技术开发区、 江苏省 淮安市清江浦工业园区；海外 马来西亚基地计划 投资2.8亿美元，于2022年开启建设， 2024年5月完成厂房封顶。 据 蔚蓝锂芯2024年年度报告披露，去年锂电池业务呈现同比大幅增长态势，实现营业收入25.87亿元，同比增长57.99%；毛利率 21.94%，较上年同期增长13.51个百分点。其 ...