Core Viewpoint - The article highlights the rapid development and competitive advantages of the new 392Ah energy storage cell from Ruipu Lanjun, emphasizing its low modification cost, short cycle time, and quick ramp-up to mass production, which positions it favorably in the evolving 300Ah+ energy storage market [1][15]. Group 1: Market Trends and Product Development - The competition in the 300Ah+ energy storage cell market is entering a 2.0 era, with major manufacturers expected to complete new product launches and mass production plans between 2023 and 2024. The capacity switch rate from 280Ah to 314Ah cells among leading manufacturers is projected to reach 52% by early 2024 [2]. - By the second half of 2024, large-scale bidding for 314Ah cells is anticipated, with a market penetration rate of 40% for these cells in commercial energy storage products [2]. - GGII forecasts that the penetration rate of 314Ah cells will exceed 70% by 2025, indicating a growing acceptance in the mainstream market and opening doors for the commercialization of 300Ah+ energy storage cells [3]. Group 2: Product Features and Performance - The new 392Ah energy storage cell from Ruipu Lanjun boasts an energy density of 415Wh/L, a cycle life of over 12,000 cycles, and an energy efficiency of 95%, making it a strong contender in the 300Ah+ energy storage cell market [4][16]. - The Powtrix™ 6.26MWh energy storage system, developed alongside the 392Ah cell, reduces the number of battery clusters by 50%, increases energy density by 20%, and saves 16% in footprint, while also shortening operational time by 18% compared to the 5MWh system [4][22]. - The 392Ah cell's design allows for minimal size changes, enhancing compatibility with existing production lines and processes, which improves safety, reliability, and manufacturability [14]. Group 3: Safety and Reliability - The 392Ah cell incorporates advanced safety features, including a zero-tab redundancy design that enhances energy efficiency and stability, reducing potential safety risks and ensuring long-term stable operation [16][18]. - The cell has passed GB 44240-2024 shallow puncture tests, confirming its fire and explosion resistance [17]. - The thermal runaway temperature of the 392Ah cell is comparable to that of the 314Ah product, demonstrating its maturity and reliability in safety standards [18]. Group 4: Market Demand and Future Outlook - The 392Ah cell is positioned to fill a gap in the next-generation energy storage cell market, with a balanced performance in safety, manufacturability, longevity, energy density, and cost [11]. - By 2024, the domestic market for long-duration energy storage (4 hours and above) is expected to reach approximately 15GW/63GWh, accounting for over 25% of total energy storage bidding, indicating a growing demand for such solutions [24]. - Ruipu Lanjun's collaboration with various mainstream automotive and energy storage manufacturers has led to a monthly shipment of over 2GWh of the new battery technology, reflecting strong market traction [9].

2024年，楚能新能源超20GWh的出货量，不仅使其顺利进入国内储能电池出货量前十，而且 助其在全球储能市场占据一席之地。 进入2025，楚能新能源延续上年发展态势，一季度表现亮眼，放量提速，实现"储能+动力"双 驾马车狂奔。2025年出货量超60GWh将成事实。 01 储能端：中标/入围/签约多个大项目 据不完全统计，今年一季度，楚能新能源连续开单，中标/入围/签约中国电建、中核汇能、中 车青岛四方所、特隆美储能等多个企业项目。 具体来看：3月21日，中能建储能6GWh储能电芯框采中标公示，楚能新能源等8家企业入围， 其中楚能新能源中标的是标段一（采购容量5GWh），投标报价13.5亿元。 3月19日，中车发布2025年度储能电芯框架协议采购中标候选人。项目拟采购314Ah的储能 电芯，采购数量为2995200块，总规模约3GWh，楚能新能源以第一中标候选人入围。 3月15日，楚能新能源与特隆美储能在楚能全球总部签署5GWh储能电芯战略合作协议。楚能 新能源将为特隆美全球储能项目供应5GWh自主研发的314Ah储能电芯产品。 2月13日，中国电建集团（股份）公司2025-2026年度储能系统设备框架入围集中 ...

Core Viewpoint - A new green energy company, Xiamen Haichen Energy Storage Technology Co., Ltd., plans to go public in Hong Kong to raise capital for further expansion in the energy storage sector [1] Group 1: Company Overview - Haichen Energy Storage was established five years ago and has experienced rapid growth, with a compound annual growth rate (CAGR) of 167% in energy storage battery shipments from 2022 to 2024 [1] - The company delivered 35.1 GWh of batteries last year, ranking third globally in lithium-ion energy storage battery shipments [1] Group 2: Financial Performance - Haichen's revenue surged from 3.6 billion yuan in 2022 to 12.9 billion yuan last year, more than doubling [1] - The gross margin improved from 11.3% in 2022 to 17.9% in 2024, an increase of over 6 percentage points, leading to a net profit of 287.6 million yuan [1] Group 3: Market Expansion - The company is focused on global expansion, operating in over 20 countries and regions, including the United States and Europe, with overseas business accounting for 28.6% of total revenue last year [1] - Haichen is actively exploring emerging markets in the Middle East, Africa, Oceania, and South America, planning to use the funds raised from the IPO for further expansion [1]

以下文章来源于24潮 ，作者李典 24潮 . 关注全球新能源浪潮，洞见商业与传播价值 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~ "我认为我们最大的竞争对手是自己。" 尽管刚刚遭遇持续增长神话破灭，但曾毓群极其领导下的宁德时代 (300750.SZ) ，却并未停止进击与扩 张的凶猛势头。 3月18日消息，蔚来、宁德时代同时官宣，双方在福建宁德签署了战略合作协议，根据协议内容，本次合 作涵盖三大核心： 其一 、共建覆盖全系车型的电池更换服务体系，打造智能化换电基础设施网络； 其二 、联合制定换电领域技术规范体系，推动行业标准的统一化发展； 其三 、通过资本纽带强化战略协同，宁德时代将向蔚来能源注资不超过25亿元，以股权合作方式深化双 方战略互信。 而在4天前宁德时代发布的最新财报 （2024年报） 显示：2024年，宁德时代实现营业收入3620.13亿 元，同比下降了9.70%，为有记录以来 （2015年至今） 首次出现下降；从季度走势看，宁德时代已经连 续两个季度 （2024年第三和第四季度） 出现下降。 此时宁德时代敢于逆势扩张的底气与实力都隐藏在数据里。24 ...

Investment Rating - The report gives an "Outperform the Market" rating for both Blue Moon Group and CATL, indicating expected performance above the market average [6][27][31]. Core Insights - The jewelry sector is transitioning from channel-driven to brand-driven, with a focus on product structure upgrades leading to improved gross margins [8][9]. - The pet consumption market is expanding, driven by an increase in pet ownership and a demand for higher quality products [21]. - CATL is expected to maintain strong performance with a projected net profit growth from 645 billion to 932 billion CNY over the next three years [31]. Summary by Sections Jewelry Sector - The jewelry industry is seeing a shift towards brand-driven strategies, enhancing product offerings and improving profitability [8][9]. - The report highlights that the retail sales of gold and silver jewelry have shown a year-on-year increase of 5.4% in early 2025, indicating a recovery in demand [10]. - Companies like Chow Tai Fook and Zhou Dasheng are focusing on high-quality expansion and product structure improvements to capture market share [11][12]. Pet Consumption - The pet food sector is recommended due to the growing consumer interest and spending on pet-related products, with leading companies expected to outperform the market [21]. - The report notes a significant increase in online sales and engagement in the pet product category, with a 71% year-on-year growth in pet-related live commerce [21]. Blue Moon Group - The company is projected to recover from losses in 2024, with expected net profits turning positive by 2025, supported by a strong brand presence in the cleaning products market [27]. - The report anticipates a revenue growth of 16% in 2024, driven by increased sales across all product categories [25]. CATL - CATL is projected to maintain its leadership in the global battery market, with a significant increase in production capacity and a strong pipeline of new products [31]. - The company is expected to achieve a net profit of 645 billion CNY in 2025, with a favorable valuation range of 337.12 to 366.43 CNY per share [31].

Core Viewpoint - In 2024, global shipments of energy storage lithium batteries are expected to increase by over 55% year-on-year, with Chinese companies contributing more than 90% of global production capacity and dominating the top 10 rankings for the first time [1][2]. Group 1: Market Overview - The top five companies in global energy storage lithium battery shipments for 2024 are CATL, EVE Energy, Hicharge Energy, BYD, and Zhongxin Innovation, while the bottom five include Ruipu Lanjun, Guoxuan High-Tech, Envision Power, Penghui Energy, and Chuangneng New Energy [2]. - The significant change from 2023 is that Chinese companies now account for over 90% of global energy storage battery shipments, with all top ten companies being Chinese [2][4]. Group 2: Growth and Demand - The global energy storage lithium battery shipment volume is projected to grow by over 55% in 2024, with Chinese shipments increasing by over 60%. Specifically, shipments for power, household, and commercial energy storage batteries are expected to grow by over 70%, 25%, and 40%, respectively [5]. - In 2024, overseas demand remains a hot market for energy storage lithium batteries, with Chinese companies expected to export over 120 GWh of energy storage batteries, primarily to the US, Europe, Southeast Asia, and the Middle East, with North America and Europe accounting for 73% of the demand [7]. Group 3: Competitive Landscape - Despite strong demand, the energy storage lithium battery market is facing intense competition, leading companies to enhance their integrated research and development capabilities [8]. - The market concentration for energy storage lithium batteries has increased, with the CR10 rising from 88% in 2023 to 93% in 2024, indicating a stronger dominance of leading companies like CATL, EVE Energy, and Hicharge Energy [12]. Group 4: Company Highlights - CATL's energy storage system revenue reached 28.825 billion yuan in 2024, with a gross margin of 28.87%, making it a core profit growth point for the company [16]. - EVE Energy's energy storage battery shipments reached 35.73 GWh in 2024, a year-on-year increase of 115.57%, positioning it as the second-largest globally [17]. - Hicharge Energy has rapidly risen to become the third-largest global player in energy storage battery shipments, focusing on large-capacity battery solutions [19]. - BYD has provided energy storage system solutions for over 360 projects globally, with its new MC Cube-T system achieving significant efficiency improvements [20]. - Zhongxin Innovation has become a Tier 1 energy storage manufacturer, with its 314Ah energy storage cell gaining widespread market acceptance [22]. - Ruipu Lanjun has introduced a series of innovative products and solutions, enhancing system efficiency and reducing costs [23]. - Guoxuan High-Tech's energy storage business revenue reached 4.339 billion yuan in the first half of 2024, with a gross margin of 23.87% [24]. - Envision Power has delivered over 30 GWh of 300+Ah energy storage cells, leading the industry in safety performance [26]. - Penghui Energy has developed advanced technologies and achieved significant breakthroughs in battery performance [27]. - Chuangneng New Energy has rapidly expanded its production capacity and secured multiple large-scale contracts [28].

3月11日，储能电池企业 双登集团再次向港交所递交招股书，拟在香港主板上市 ，联席保荐人 为中金公司、建银国际、华泰国际。 据悉，2023年6月28日，双登集团曾向深交所提交A股上市申请，拟募资15.75亿元，在经历两 轮问询后于2024年4月9日撤回上市申请，24年8月正式向港交所递交了招股书。 通信及数据中心储能电池出货第一 双登集团成立于2011年，专注于设计、研发、制造和销售储能电池及系统，公司核心产品为锂 离子电池和铅酸电池，应用于包括通信基站、数据中心、电力等场景的储能需求。 业绩方面，2022年、2023年及2024年，双登集团分别实现营收40.72亿元、42.60亿元以及 44.99亿元；从毛利方面看，2022年、2023年及2024年，该企业毛利率分别为16.9%、20.3%及 16.7%。 | | | | 截至十二月三十一日止年度 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 二零二二年 | | 二零二三年 | | 二零二四年 | | | | 人民幣千元 | રે | 人民幣于元 | % | 人民幣于元 | નેર | | ...

近期，中能瑞新（厦门）5GWh储能电池研发及生产建设项目进入施工前试桩阶段，为实体工程施工打下坚实基础，按计划将于2026年竣工投 产。 中能瑞新（厦门）5GWh储能电池研发及生产建设项目位于同翔高新城，由央企中国能源建设集团旗下中能瑞新投建。按计划，中能瑞新将在 同翔高新城建设年产能30GWh的磷酸铁锂储能电芯生产基地，项目分三期建设，其中5GWh储能电池研发及生产建设项目为一期项目，总建筑 面积约29万平方米，总投资约19亿元，主要建设电芯、生产车间、研发试制车间、办公楼宿舍等。 当前，厦门正加快建设具有国际影响力的新型储能产业创新高地，打造"新能源产业创新之城"。中能瑞新项目将为我市新能源产业带来新增长 点，并加强厦门市与中国能源建设集团的招商合作，为打造新能源产业高地夯实支撑。 据悉，为保障中能瑞新储能电池一期项目顺利推进，火炬高新区管委会、同翔高新城指挥部等相关部门已成立工作专班，通过"专班+服务"着 力破解项目推进过程中的难点、堵点问题。 （ 来源：厦门日报 ） 1、 三元龙头斩获国外大单！ 2、 圆柱电池再掀风口，设备端集体"求变" 3、 45万吨磷酸铁锂项目环评公示 4、 美国对中国电池关税或 ...

专利权人：昆明理工大学；昆明理工恒达科技股份有限公司 证券代码：831152 证券简称：昆工科技 公告编号：2025-023 昆明理工恒达科技股份有限公司 关于取得发明专利证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、基本情况 昆明理工恒达科技股份有限公司（以下简称"公司"）于 2025 年 02 月 25 日 收到国家知识产权局颁发的《发明专利证书》一项，具体情况如下： 发明名称：一种以废铅膏为原料制备免化成铅酸蓄电池负极板的方法 专利号：ZL 2023 1 0175550.6 专利申请日：2023 年 02 月 28 日 授权公告日：2025 年 02 月 25 日 授权公告号：CN 116247170 B 专利期限：专利权期限为二十年，自申请日起算 二、对公司的影响 本次发明专利获得授权，有利于增强公司对知识产权的保护力度，进一步提 高公司的研发水平，为公司在储能电池领域的业务发展提供了一定的技术支撑， 提升了公司在储能电池领域的核心竞争力，对公司未来的经营发展具有积极的意 义。 ...

倒计时16天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 2025年全球储能市场需求持续爆发，订单增势不减。开工首日，力神便迎来储能项目的"开门 红"。 据报道， 2月5日，力神（青岛）与欧洲某大型能源集团签订2GWh订单。 在此次项目签约 前，该公司刚刚向印度客户成功交付48MWh液冷储能项目。 强强联合叠加2GWh规模的订单预计将为力神进一步打开欧洲储能市场，助力打造在欧洲当地 市场的品牌影响力，为后续客户开拓奠定坚实基础。 可以明显看到，瞄准市场需求，力神自去年至今在储能赛道大展身手，从新品发布到市场开拓 频现身影，成为最活跃的几家储能电池企业之一，积极参与全球储能市场份额争夺战中。 01 订单爆满 回顾力神2024年储能市场表现，其在国内外市场"攻城略地"，交出一份相当优异的答卷。 国内市场，4月，力神电池与杭州宋都储能、中冶纸业、湖南泰格林纸、湖南骏泰新材料等企 业签订合作协议，拿下超200MWh储能订单；同时，力神电池12MW/24MWh储能电站在珠海 投运。 8月27日，中国电气装备集团14.54GWh储能项目集采开标。其中，力神电池获得2.12GWh订 单。 9月，武汉力神 ...