电池制造

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中材科技在互动平台表示,公司正在开展相关技术储备和研究工作,已完成半固态锂电池隔膜配方开发及上机试验。
news flash· 2025-07-03 08:59
Core Viewpoint - The company is actively conducting technical research and development related to semi-solid lithium battery separators, having completed the formulation development and initial testing [1] Group 1 - The company has announced its progress in the development of semi-solid lithium battery separator technology [1] - The formulation development for the semi-solid lithium battery separator has been completed [1] - Initial machine testing for the developed separator has also been conducted [1]
国泰海通:固态电池材料端高弹性 设备端高确定性
智通财经网· 2025-07-03 05:58
Core Viewpoint - Solid-state batteries are identified as the next generation of high-performance batteries, with short-term prospects for oxide semi-solid batteries and long-term potential for sulfide all-solid-state batteries [1] Group 1: Industry Outlook - Solid-state batteries offer significant advantages in safety and energy density, aligning with market demand and accelerating development under policy support [1] - The industry is currently divided into two main routes: the oxide semi-solid route, which is relatively mature and compatible with existing battery systems, and the sulfide all-solid-state route, which holds greater potential despite the lower ionic conductivity of oxide solid electrolytes [1] Group 2: Material Aspects - New materials that differ significantly from existing systems exhibit high elasticity, with high nickel ternary and lithium-rich manganese-based cathodes being suitable for the high energy density characteristics of solid-state batteries [2] - The anode evolution is directed towards silicon-based and lithium metal anodes, further enhancing energy density [2] - The electrolyte segment shows clear incremental space for zirconium-based materials in the oxide route and lithium sulfide materials in the sulfide route [2] Group 3: Equipment Development - The production process for all-solid-state batteries differs from existing methods and has high technical barriers, with a focus on "dry" processes in the front end, "stacking" in the mid-section, and "pressing" in the back end [3] - As major companies enter the pilot testing phase and technology matures, new equipment is expected to accelerate production [3]
中国瞄准EV电池安全标准的全球主导权
3 6 Ke· 2025-07-03 04:24
Core Points - China is set to revise its electric vehicle (EV) battery safety standards, making them stricter than current regulations, with a focus on preventing explosions or fires within two hours of a battery cell anomaly [2][3] - Major companies like CATL and BYD have already adapted their products to meet the new standards, while smaller firms may face challenges that could lead to their elimination from the market [5][9] - The new standards are part of China's strategy to gain global leadership in the EV battery sector, with implications for international business opportunities for Chinese manufacturers [9][6] Industry Response - The revised standards will require new testing methods, including internal heating tests to trigger thermal runaway, which are more rigorous than previous external heating and puncture tests [3] - CATL's "Qilin Battery" and BYD's "Blade Battery" have already met the new standards, indicating readiness among leading manufacturers [5] - The automotive sector, including companies like Nissan, is also adapting to the new regulations, with some vehicles already compliant [5] Market Implications - The frequency of EV-related fire incidents, particularly in South Korea, raises concerns about consumer trust in "Made in China" products, potentially affecting market share for Chinese companies [5][6] - In China, EVs and plug-in hybrid vehicles account for 50% of total passenger car sales, highlighting the growing importance of safety standards to boost consumer confidence [6] - The implementation of stricter standards may lead to a significant reduction in the number of battery manufacturers, with estimates suggesting a 30% decrease in production capacity by 2027 due to compliance costs [9][6]
望城经开区193亩闲置仓储地“蝶变”智能工厂 | “长沙市耕地保护和节约集约用地优秀案例”系列报道③
Chang Sha Wan Bao· 2025-07-02 23:23
Core Insights - The Desay Battery Energy Storage Cell Phase I project in Wangcheng Economic Development Zone has achieved a production line automation rate of 99%, generating an annual output value of 6.4 billion yuan and tax revenue of 240 million yuan, with an average tax revenue of 1.24 million yuan per mu [1][4]. Group 1: Project Development - The project transformed a previously idle 193.14 mu storage land into a smart factory, showcasing advanced automation and digitalization [3][4]. - The land was originally acquired by a logistics company in January 2019 but remained undeveloped due to various factors, leading to its eventual reclamation by the government [3][4]. - The government repurchased the land for 139 million yuan in June 2022 and subsequently allocated it to the Desay Battery project [3][4]. Group 2: Production and Efficiency - The project employs globally leading production equipment, achieving a cleanroom environment with a cleanliness standard of 10,000 and partial control at 1,000 [4]. - The production line can produce approximately 14,000 battery cells per day, reflecting high operational efficiency [3][4]. Group 3: Future Prospects - Desay plans to establish Phase II and III of the project in Changsha, with projected annual output values ranging from 20 billion to 32 billion yuan and tax revenues between 800 million and 1.2 billion yuan upon full production [4]. - The project exemplifies the optimization of land resources and the upgrading of industrial structure in the region, contributing significantly to the "Strong Province" strategy [4].
豪鹏科技: 关于公司为全资子公司出具担保函暨提供担保的进展公告
Zheng Quan Zhi Xing· 2025-07-02 16:25
证券代码:001283 证券简称:豪鹏科技 公告编号:2025-050 特别提示: 本次提供担保后,深圳市豪鹏科技股份有限公司(以下简称"公司")及控 股子公司提供担保总额超过最近一期(截至 2024 年 12 月 31 日)经审计净资产 于公司可控制范围之内。敬请广大投资者注意投资风险。 一、担保情况概述 公司于 2025 年 4 月 24 日召开第二届董事会第十一次会议及 2025 年 5 月 20 日召开 2024 年年度股东大会审议通过了《关于 2025 年度申请综合授信额度及实 际控制人提供担保暨关联交易的议案》《关于 2025 年度提供担保额度预计的议 案》,同意 2025 年度公司为合并报表范围内子公司(含新设立或新纳入合并报 表范围内的子公司)提供担保、控股子公司之间互相担保、控股子公司对公司的 担保额度预计不超过人民币 700,000.00 万元,担保额度有效期限为股东大会审 议通过之日起至下一年度召开股东大会作出新的决议之日止。同时,公司实际控 制人潘党育先生将视具体情况提供连带责任担保。 二、进展情况 根据公司业务战略安排,为完善供应链管理体系,提高采购效率,公司已于 供应链管理有限公司 ...
渊生珠而崖不枯
Dong Zheng Qi Huo· 2025-07-02 15:24
半年度报告—铅 渊生珠而崖不枯 | [T走ab势le_评R级ank:] | | | 铅:看涨 | | | | --- | --- | --- | --- | --- | --- | | 报告日期: | 2025 | 年 | 7 月 | 2 | 日 | [Table_Summary] ★供应端 有 原生端,品位下滑和外部风险持续,下半年海外铅矿产量或有扰 动;国内原生冶炼产能利用率维持高企,进口矿边际趋紧,后续 TC 有下跌压力,冶炼利润或同步承压,炼厂存在有限的减产可 能性。再生端,下半年替换需求或在旺季下有阶段性改善,但废 电瓶仍将在大部分时间里维持紧缺;再生厂经营环境有所恶化, 今年回收商惜售力度加强、囤货时间提前,而新增再生产能对传 统产能在地域辐射和竞价上的挤占,下半年再生炼厂开工率或维 持高波动,但总体依然承压,此外需关注再生产能压缩的可能性。 色 ★需求端 金 属 需求端,全年终端需求或维持正增速。两轮车和汽车均面临需求 前置释放的问题,消费较为依赖政策推动,锂代铅潜移默化影响 消费格局,储能领域消费增速维持强劲表现,出口需求在比价压 制和反倾销影响下或继续承压。上半年需求表现偏弱,主要是初 端需 ...
安徽省亳州市市场监管局公示2025年“春节”及冬春季节重点工业产品质量市级专项监督抽查结果
Zhong Guo Zhi Liang Xin Wen Wang· 2025-07-02 05:43
Group 1 - The Anhui Bozhou Market Supervision Administration announced the results of the 2025 Spring Festival and winter-spring season key industrial product quality supervision and inspection [1] - The inspection results include various products, highlighting issues related to electrical safety and compliance with standards [1][2] - Specific products listed include heating appliances and electrical devices, with several identified as non-compliant [1][3] Group 2 - The inspection revealed that certain heating appliances failed to meet safety standards, raising concerns about consumer safety [2][4] - Companies involved in the inspection include well-known brands, indicating a widespread issue across the industry [2][5] - The results may impact consumer trust and purchasing decisions in the heating appliance market [3][6]
时代万恒: 致同会计师事务所(特殊普通合伙)关于辽宁时代万恒股份有限公司2024年报告的信息披露监管工作函的回复
Zheng Quan Zhi Xing· 2025-07-01 16:31
Core Viewpoint - The company reported a significant decline in revenue from its new energy battery manufacturing business, with a revenue of 395 million yuan in 2024, a year-on-year decrease of 38.70%, while the gross profit margin increased by 4.54 percentage points to 29.57% [2][3]. Financial Performance - The company's 2024 financial statements were audited, and a clean audit report was issued [1]. - The year-end inventory balance was 120 million yuan, an increase of 13% year-on-year, with work-in-progress and finished goods rising by 43% [2]. Customer Analysis - The top five customers for the lithium battery business in 2024 included STIHL, Baoshide, Guangdong Xinbao, Shanghai Qiwei, and Guangdong Dongling, with significant changes in sales amounts and customer rankings compared to 2023 [4]. - Baoshide's sales decreased by 59.72%, while STIHL's sales were 3,957.20 million yuan, showing a 12.78% increase in sales quantity [4]. Revenue and Margin Analysis - The lithium battery business revenue for 2024 was 258 million yuan, a decrease of 48.6%, but the gross profit margin increased to 28.44%, up by 3.50 percentage points [12]. - The average sales price for lithium batteries decreased by 21% to 5.71 yuan per unit, while the average cost dropped by 26% to 3.99 yuan per unit [13]. Market and Competitive Landscape - The global market for lithium batteries in electric tools is expected to grow, with a projected 25.4% increase in shipments, reaching 2.63 billion units in 2024 [9]. - The competition in the lithium battery market is intensifying, leading to price reductions and margin pressures [9]. Inventory Management - The company shifted from a "pure order production" model to a "production plus proactive inventory" model to meet domestic customer demands, resulting in increased inventory levels [16]. - The year-end inventory for the lithium battery business was 94.76 million yuan, with a significant portion locked in orders, indicating no immediate risk of obsolescence [21]. Credit Policy and Receivables - The company has a credit policy that includes prepayment and credit sales, with a credit period ranging from 30 to 120 days [21]. - As of December 31, 2024, accounts receivable from Baoshide amounted to 54.62 million yuan, with 43.24 million yuan exceeding the normal credit period [21].
珠海冠宇: 可转债转股结果暨股份变动公告
Zheng Quan Zhi Xing· 2025-07-01 16:30
Summary of Key Points Core Viewpoint - The announcement provides an update on the convertible bonds issued by Zhuhai CosMX Battery Co., Ltd., detailing the conversion status, outstanding amounts, and adjustments to the conversion price over time [1]. Convertible Bond Issuance Overview - The company issued convertible bonds totaling RMB 3,089 million, with a maturity of six years starting from November 17, 2022 [1]. - The conversion price has been adjusted multiple times, currently set at RMB 22.89 per share as of June 19, 2025 [1]. Conversion Status - As of June 30, 2025, only 3,441 shares have been converted, representing 0.0003% of the total shares before conversion [1]. - The amount of unconverted convertible bonds stands at RMB 3,088,962,000, accounting for 99.9974% of the total issuance [1]. Share Capital Changes - The total share capital increased from 1,127,568,192 to 1,132,068,851 shares due to the completion of the second vesting period of the 2023 restricted stock incentive plan [1].
宁德时代首次布局“厂中厂”模式:给了问界
鑫椤锂电· 2025-07-01 09:20
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~ -广告- 本文来源:企业官微 6月30日,宁德时代在赛力斯超级工厂的两条CTP 2.0高端电池包产线正式投产。这是宁德时代在重庆布局的首个基地,并首次采用"厂中厂"合作模式,为问 界系列车型本地化生产供应动力电池系统。重庆市、四川省广安市有关负责人,赛力斯集团董事长兼创始人张兴海,宁德时代董事长兼CEO曾毓群及相关负 责人共同出席活动。 "今天投产的这条生产线,是宁德时代最先进的智能化、数字化产线。"曾毓群在致辞时表示,此次投产,不仅是宁德时代在重庆本地化生产的开端,更是与 问界合作的新起点。 张兴海指出,宁德时代独家为问界系列车型提供的高端电池,在赛力斯超级工厂正式投产,对问界汽车而言具有里程碑意义,"问界高端智能电动汽车配上宁 德时代专属设计并制造的高端电池,正如好马配好鞍。" 问界作为中国新豪华汽车品牌代表之一,自创立以来全系车型均搭载宁德时代电池,累计市场保有量已突破70万辆。而赛力斯超级工厂作为全球最先进的标 杆工厂之一,亦具备高效、智能、尖端、绿色四大特质。宁德时代此次"厂中厂"模式的投产,将进一步助力问界 ...