Core Points - The U.S. Department of Commerce has preliminarily ruled that Chinese key battery components, specifically active anode materials, are receiving substantial government subsidies, paving the way for potential anti-subsidy tariffs [1][2] - The investigation into these subsidies began on December 18, 2022, following a complaint from the U.S. Active Anode Materials Producers Alliance [1] - Active anode materials are crucial for battery performance, lifespan, and safety, with China supplying a significant portion of the world's graphite, accounting for 59% of U.S. natural graphite and 68% of synthetic graphite imports [1] Industry Implications - The investigation is separate from broader tariffs imposed by the U.S. government on trade partners and is specifically targeting the battery supply chain [2] - The U.S. House of Representatives passed a bill in March aimed at reducing reliance on Chinese battery suppliers, indicating a strategic move to weaken China's dominance in the battery supply chain [2] - Chinese companies are noted for their competitive advantage due to high cost-performance ratios and a well-established supply chain, which allows them to produce quality products at lower costs [2]

Core Viewpoint - Jiangsu Hanchuang Nano Technology Co., Ltd. (referred to as "Hanchuang") has emerged as a leading player in the lithium manganese iron phosphate (LMFP) market, achieving nearly 50% market share and significant technological advancements since its establishment in 2022 [2][4]. Company Overview - Hanchuang has completed three rounds of financing totaling nearly 500 million yuan, with a stable operation of 15,000 tons of production capacity and an accelerated expansion plan to reach 30,000 tons [4]. - The founding team consists of executives and R&D experts from leading global materials companies, making it the longest-serving team in LMFP research and the first to achieve LMFP industrialization [5]. Product and Technology - Hanchuang's LMFP material is an upgraded version of lithium iron phosphate (LFP), offering a 15-20% increase in energy density, high safety, low cost per watt-hour, and excellent low-temperature performance [5]. - The company has developed a unique solid-liquid two-phase method for LMFP production, overcoming traditional performance bottlenecks and creating the industry's lowest-cost and best-performing LMFP products [5]. - Hanchuang holds over 70 core patents related to LMFP, covering major markets including China, the US, Europe, Japan, and South Korea, establishing a strong barrier for its technology commercialization [5]. Market Position and Future Outlook - Hanchuang has set multiple industry records, including establishing a production line capable of 5,000 tons of LMFP within 10 months and achieving a breakthrough of 10,000 tons in two years [6]. - The company aims to further optimize LMFP product performance and expand its applications in the power battery sector, reinforcing its leading position in the global LMFP market [6].

Group 1: Company Overview and Strategic Initiatives - The company established a subsidiary in 2021 for solid-state battery materials, focusing on sulfide routes with three products developed: high-purity lithium sulfide, sulfide solid electrolyte, and sulfide electrolyte membrane [2] - The pilot production line for sulfide solid electrolyte materials in Yuxi, Yunnan, is designed for an annual capacity of approximately 1,000 tons, with phased construction [2] - The market for solid-state batteries is currently limited due to high costs, with liquid lithium batteries and semi-solid batteries dominating, although niche applications in military, aerospace, and deep-sea sectors are anticipated [2] Group 2: Production and Supply Agreements - In November 2021, the company formed a joint venture for semi-solid battery separator production, with two production lines currently operational [3] - A procurement framework agreement was signed in January 2025 with Beijing Weilan, committing to supply 80% of its material needs for semi-solid and solid-state battery electrolytes from the company [3] - From 2025 to 2030, the expected total orders for semi-solid and solid-state battery electrolyte separators are projected to exceed 300 million square meters and 100 tons, respectively [3] Group 3: Product Development and Performance - The company has achieved a purity of 99.9% for its lithium sulfide products, with production capacity reaching the hundred-ton level [4] - Recent advancements in solid electrolyte technology have reduced particle size to 300 nm while maintaining an ionic conductivity of over 6 mS/cm, which is considered high in the industry [5] - Smaller particle sizes enhance battery performance by reducing interfacial resistance and increasing energy density, while also minimizing lithium dendrite formation [6] Group 4: Manufacturing Techniques and Quality Control - The solid electrolyte membrane is produced by mixing sulfide solid electrolyte, solvent, and binder, then applying it to a PET film using a roller pressing method, achieving a thickness of 30 µm and ionic conductivity above 3 mS/cm [7] - The optimal porosity for solid electrolyte membranes is below 5% to effectively prevent lithium dendrite formation [8] - The company employs solid-phase synthesis for electrolyte preparation, which is safer and environmentally friendly, resulting in higher conductivity compared to liquid and gas-phase methods [9]

第一代主动功能隔膜：高安全、高倍率、高耐热，赋能液态 /半固态电芯 瑞智新能源推出的主动功能隔膜，采用公司独立研发的功能涂覆材料粉体，通过辊涂、喷涂等工艺涂覆于 PP/PE基膜，形成具有颠覆性创新 的主动型功能隔膜。与传统无机（氧化铝、勃姆石）或有机（PVDF、芳纶）涂覆材料相比，该产品通过半固态电解质技术构建了更立体的导 锂通道，显著提升了电芯的安全性能、耐热性能及倍率性能，可广泛应用于液态及半固态电池体系。 2025年 5 月 15-17 日 ，作为电池材料领域的创新先锋，瑞智新能源携第一代主动功能隔膜和第二代准 /全固态电解质膜两大革新系列产品 惊艳登场，凭借突破性技术成为全场瞩目的焦点， 向全球产业链展示其从液态电池到固态电池的全场景技术布局，为动力电池、储能系统及 消费电子领域提供高安全、高能量密度的关键材料解决方案。 作为电池材料领域的创新引领者，瑞智新能源始终致力于通过核心技术突破推动产业升级。此次展示的两大系列产品，不仅彰显了企业的研发 实力，更为全球新能源产业的发展注入了全新动能。未来，瑞智新能源将继续深耕电池材料创新，携手行业伙伴共同开创绿色能源新时代。 （ 来源：瑞智新能源） 往 期 回 ...

Core Viewpoint - The company plans to invest 620 million yuan in the industrialization of high-safety solid-state/semisolid lithium battery materials and high-frequency electronic information composite materials in Jiangxi Province, aiming to enhance production capabilities and meet market demand [1][4]. Group 1: Project Overview - The project will be implemented by subsidiaries Jiangxi Bangyue New Materials Technology Co., Ltd. and Bangxiang (Jiangxi) New Materials Technology Co., Ltd. in the Longnan Economic and Technological Development Zone [1]. - The total investment for the project is estimated at 620 million yuan, with the final amount subject to actual construction costs [1]. - Upon full production, the project is expected to achieve an annual production capacity of 5 GWh for high-safety dry electrode battery key materials and 4.7 million square meters for high-frequency electronic information composite materials [1]. Group 2: Strategic Partnerships and Market Adaptation - The company has established strategic partnerships with some downstream customers and is actively engaged in technology research and development, customer sampling, and certification testing [2]. - The company plans to regularly assess market demand changes and expand its product line to cover diverse needs, implementing a phased capacity release strategy [2]. Group 3: Industry Trends and Material Innovations - The demand for solid-state/semisolid batteries is rapidly increasing due to the growth of the electric vehicle market, positioning these batteries as potential mainstream products in the future [3]. - 3D structured composite copper foil is identified as a key material for upgrading solid-state battery technology, enhancing energy density and cycle stability while reducing internal resistance [3]. - The global market for electromagnetic shielding materials is expanding, driven by advancements in mobile communication technology and the increasing demand for high-performance electronic devices [3]. Group 4: Technological Expertise and Market Positioning - The company focuses on innovation in surface engineering technology, particularly in the metallization treatment of special substrates, and has a strong technical foundation in this area [4]. - The project represents a strategic extension into high-end material manufacturing, leveraging the company's core processes and technological advantages [4]. - The company aims to enhance its product supply capacity and market share through improved industry chain layout and collaboration between material research and equipment manufacturing [5].

Core Viewpoint - The article highlights the innovative advancements of Ruizhi New Energy in the battery materials sector, showcasing their first-generation active functional separator and second-generation quasi/solid-state electrolyte membrane at the CIBF2025 event, emphasizing their commitment to providing high safety and high energy density solutions for various battery applications [1][3][5]. Group 1: First-Generation Active Functional Separator - The first-generation active functional separator developed by Ruizhi New Energy utilizes independently researched functional coating materials, significantly enhancing the safety, thermal resistance, and rate performance of liquid and semi-solid state battery cells [3]. - This separator features a three-dimensional lithium conduction channel constructed through semi-solid electrolyte technology, which is a breakthrough compared to traditional inorganic and organic coating materials [3]. Group 2: Second-Generation Quasi/Solid-State Electrolyte Membrane - The second-generation quasi/solid-state electrolyte membrane, known as SCS ion conductor, addresses the technical bottlenecks of solid-state batteries, promising a new era of energy density [5]. - This membrane, combined with self-supporting substrate materials, is designed for next-generation solid-state battery cells, significantly improving energy density and safety performance while ensuring long cycle life [5]. Group 3: Industry Engagement and Future Outlook - During CIBF2025, Ruizhi New Energy showcased its leading position in the battery separator field, attracting global industry partners and research institutions for in-depth discussions on technological collaboration and market applications [7]. - The company aims to drive industry upgrades through core technological breakthroughs and continues to focus on battery material innovation, contributing to the development of a green energy future [7].

5月13日，内江埃普诺硅碳负极新材料项目投产活动在内江经开区举行。 据悉， 内江埃普诺硅碳负极新材料项目总投资105亿元，项目分两期实施 ，全部建成达产后可实现年产值超过360亿元，将有力填补内江电 池负极材料产业领域空白，与已有的正极材料、高端复合集流体材料等项目共同推动内江新能源新材料产业高质量集群发展。目前， 已建成 的3条产线年产能将达6万吨。 硅碳负极材料的比容量可以达到天然石墨电极、人工石墨电极的数倍，可以大量提升电池的能量密度。这一特点让硅碳负极材料成为了下一代 高能量密度电池的理想选择。预计2025年硅碳负极材料出货量有望达到20万吨。硅碳负极材料也将逐步替代传统石墨材料，届时其市场渗透 率有望提升到7.1%。 （ 来源：内江日报） | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 中孚新能源发布"萨拉弗凝胶聚合物电解质膜" | | 02 | ｜ | 从制片到组装全链赋能！海康机器人携创新方案惊艳亮相！ | | 03 | ｜ | 山东60GWh电池项目投产 | | 04 | ｜ 锡举办 | 第五届起点两轮车换电大会及轻型动力电池技术高峰论坛7月11日 ...

资料显示，2023年6月27日， 四川内江经开区和威远县分 别与埃普诺分 别签署了《年产30万吨硅碳负 极新材料项目投资合作协议》和《年产3万吨高纯微米硅材料项目投资协议书》 ，两个项目分别落户内 江经开区和内江威远县。 其中，年产30万吨硅碳负极新材料项目总投入约 105亿元 ，分两期建设，其中一期项目投资约 40亿元 ，年产 12万吨 硅碳负极新材料。 而高纯微米硅为硅碳负极材料的中间体，年产 3万吨 高纯微米硅新 材料项目，可为硅碳负极新材料项目配套。 埃普诺 (曾用名：深圳埃普诺电力储能科技有限公司) ，成立于2021年，总部位于深圳市，经营范围包 括新兴能源技术研发；新材料技术研发；电子专用材料研发；资源再生利用技术研发；电池制造等。事 实上， 埃普诺早在2017年就已经启动了硅碳负极材料研发项目， 在2022年8月建设完成硅碳负极材料 吨级产线，后又于2023年6月建成了百吨产线，实现硅碳负极材料的规模量产。 同时，通过与国家纳米 科学中心深度合作，目前已研发出多款优质产品。 【DT新材料】 获悉，5月13日， 埃普诺 硅碳负极新材料项目一期正式投产。 据悉， 内江埃普诺硅碳负极新材料项目分两期建 ...

转自：新华财经 钴酸锂MT1100 图为超高倍率型 从首秀到深耕，CIBF见证了美特新材"锂钠齐飞"战略的扎实落地。2024年，公司成立的湖南省首家钠 电研究院，联合中南大学开展产学研合作项目，已推动钠电层氧材料、聚阴离子（NFPP）等产品实现 量产，并与德赛电池等头部企业达成战略合作。如今，公司"梯度式产品矩阵"全面打通从研发到应用的 闭环，固态电池正极材料智能产线及低空经济领域创新成果加速布局，智能化产线升级与光储充一体化 项目更使年均降本增效超千万元。未来三年，美特新材将锚定年销3万吨正极材料、营收突破30亿元的 目标，全力冲刺资本市场。（代敏） 位 图为美特新材展 近年来，美特新材积极响应国家"双碳"战略，以"锂钠齐飞"为发展主线，持续深耕锂电池正极材料细分 市场，加快突破钠电池正极材料技术壁垒。去年，作为湖南省属国企新能源领域的标杆企业，美特新材 在CIBF2024上实现"首秀"，其高倍率型钴酸锂和四款钠电产品引发行业高度关注，并与多家上下游企 业达成合作意向。今年，美特新材再度出征（展位号：6T056），携锂电、钠电及固态电池正极材料全 系创新成果登场，以更成熟的技术布局与更丰富的产品矩阵强势回归 ...

从 "材料供应商"到"绿色生态构建者" 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~ 本文来源： 贝特瑞 5月1 5 日，在 C IBF2025 展会 上， 贝特瑞发布 "全链新生"正负极材料闭环回收解决方案 ，通过全新 回收技术 实现了从正极黑粉到无前驱体正极材料的超短流程再生， 负极则以柔性新生技术 实现负极材料 的新生。 贝特瑞以 "为美好绿色世界而奋斗"之初心，构建正负极材料循环产业链， 为行业补全从电池生 产到退役回收的全链条可持续发展路径，助力全球新能源产业实现 "资源 - 材料 -再生"的 绿色 循环。 贝特瑞的闭环回收方案并非孤立创新，而是基于 25年 专注电池材料领域 的厚积薄发。 作为全球电池材 料龙头，贝特瑞具有深厚的正负极材料研发、制造经验积累，此次正负极材料双链回收解决方案，属材料 行业首次，体现了行业领导者推动产业绿色发展的主动担当。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 在此次发布会上，贝特瑞正极总经理杨顺毅介绍，在 "全链新生" 正负极材料闭环方案 ...