Core Viewpoint - D-Wave Quantum, QuantumScape, and Plug Power are highlighted as companies with potential upside in the quantum computing and clean energy sectors, despite varying challenges and market conditions. D-Wave Quantum - D-Wave's stock has experienced significant volatility, trading as low as $0.41 in May 2023 and currently around $16, with a market cap of $5.3 billion [1][2] - The company launched a new processor, contributing to its stock rebound, while the quantum computing market is gaining traction and interest rates are declining [2] - D-Wave trades at 140 times next year's projected sales of $38 million and is expected to remain unprofitable for the foreseeable future [2] - The company has over 100 customers and offers quantum annealing tools that optimize workflows and supply chains, running processes to identify the most efficient ones [4][5] - Analysts project D-Wave will generate $74 million in revenue by 2027, but it currently trades at 72 times that estimate, suggesting a high valuation [5] QuantumScape - QuantumScape develops solid-state lithium metal batteries, which offer higher charging speeds, capacities, and thermal resistance compared to traditional lithium-ion batteries [6] - The QSE-5 battery has an energy density of over 800 Wh/L and can be fast-charged from 10% to 80% in under 15 minutes, outperforming current lithium-ion batteries [7] - The company has not yet generated significant revenue but is backed by Volkswagen and plans to commercialize its first battery designs by late 2026 [8] - QuantumScape intends to license its battery designs to other manufacturers, aiming for high-margin revenue from royalties [9] - Analysts expect revenue to grow from $5 million in 2026 to $60 million in 2027, with a potential market cap increase to $6 billion if it meets expectations [10] Plug Power - Plug Power initially aimed to develop hydrogen-powered residential systems but shifted focus to hydrogen fuel cells for warehouse forklifts, attracting major customers like Amazon and Walmart [11] - The company faced a slowdown in 2024 due to sluggish market demand but remains the largest buyer of liquid hydrogen, with over 70,000 fuel cell systems deployed [12] - Plug Power secured a $1.66 billion loan guarantee from the U.S. Department of Energy to fund six green hydrogen manufacturing plants and aims to narrow losses through a cost-cutting initiative [13] - Analysts predict revenue growth from $629 million in 2024 to $1.4 billion in 2027, with a current market cap of $1.7 billion, suggesting significant upside potential if it meets growth expectations [14]

6 July 2025 | 10:10PM EDT Americas Clean Energy Brian Lee, CFA +1(917)343-3110 | brian.k.lee@gs.com Goldman Sachs & Co. LLC Carly Davenport +1(212)357-1914 | carly.davenport@gs.com Goldman Sachs & Co. LLC Nick Cash +1(212)357-6372 | nick.cash@gs.com Goldman Sachs & Co. LLC Tyler Bisset, CFA +1(212)357-5510 | tyler.bisset@gs.com Goldman Sachs & Co. LLC House passes tax bill maintaining Senate provisions for clean energy On July 3, the House voted to pass the Senate's amended budget bill, which was signed int ...

国家统计局：PPI同比降幅比上月扩大0.3个百分点。治理企业低价无序竞争力度加大，落后产能退出和产品品质提升逐步推进，汽柴油车整车制造、新能源车整车制造价格环比分别上涨0.5%和0.3%，同比降幅比上月分别收窄1.9个和0.4个百分点。光伏设备及电子元器件制造价格同比下降10.9%，降幅收窄1.2个百分点；锂离子电池制造价格同比下降4.8%，降幅收窄0.2个百分点。 ...

Group 1 - Electrovaya Inc. is currently in the execution phase, focusing on integrating its advanced battery technology into new industries [1] - The company has secured multiple tack-on deals, including a supply agreement with Janus Electric for interchangeable battery packs [1] Group 2 - Michael Del Monte is identified as a buy-side equity analyst with over 5 years of industry experience, contributing to the investment ecosystem [1]

Core Viewpoint - Elong Power Holding Limited has entered into a strategic cooperation agreement with the Consumer Protection Agency of Indonesia to enhance electricity access and promote the new energy industry in Indonesia [1][2][3] Group 1: Strategic Cooperation Agreement - The agreement involves an investment of no less than US$1 billion for constructing integrated solar-plus-storage off-grid power systems in Indonesia's islands and rural areas [2] - Elong Power will provide comprehensive solutions and technical support for the large-scale application of lithium battery energy storage systems and the electrification of Indonesia's mining industry [2][3] - The collaboration aims to attract advanced Chinese new energy companies to invest in Indonesia, thereby accelerating the industrialization of the new energy sector [2][3] Group 2: Company Overview - Elong Power is a Cayman Islands exempted company focused on the research, development, manufacturing, sales, and service of high-power lithium-ion batteries and energy storage systems [4] - The company offers a comprehensive product and technology system, including battery cells, modules, and battery management systems, catering to high-power applications and long-cycle energy storage [5] - Elong Power's product portfolio includes lithium manganese oxide and lithium iron phosphate batteries, designed for various energy applications [5]

Core Viewpoint - Ensurge Micropower ASA has successfully completed a fully underwritten private placement, raising NOK 50 million through the issuance of 40 million new shares at a subscription price of NOK 1.25 per share [2]. Group 1: Private Placement Details - The private placement raised gross proceeds of NOK 50,000,000 by issuing 40,000,000 Offer Shares at a subscription price of NOK 1.25 per share [2]. - Investors in the private placement will receive one warrant for every two Offer Shares allocated, allowing them to subscribe for one new share at an exercise price of NOK 1.50 [3]. - The issuance of the warrants is subject to approval at the extraordinary general meeting expected on or about 1 August 2025 [3]. Group 2: Use of Proceeds - The net proceeds from the private placement will be utilized to accelerate the development of higher-capacity battery variants, enhance sales and marketing activities, strengthen financial flexibility, and for general corporate purposes [4]. Group 3: Underwriting and Share Capital - Certain existing shareholders have committed to fully underwrite the private placement, with an underwriting fee of 3% payable in the form of 1,200,000 new shares at the offer price [5]. - Following the completion of the private placement, the company's share capital will increase to NOK 418,390,160.50, divided into 836,780,321 shares, each with a par value of NOK 0.50 [7]. Group 4: Compliance and Market Conditions - The board has confirmed that the private placement complies with equal treatment obligations under Norwegian law and is in the common interest of the company and its shareholders [9]. - The private placement was structured to achieve a market-based subscription price, reflecting current market conditions and growth opportunities [9][10].

Core Insights - The article discusses the author's extensive experience in executive management, particularly in the insurance and reinsurance sectors, as well as knowledge of global and Asia Pacific markets, climate change, and ESG [1]. Group 1 - The author has 36 years of experience in executive management, focusing on economic development [1]. - The author possesses extensive knowledge in insurance and reinsurance markets [1]. - The author emphasizes the importance of climate change and ESG in current market dynamics [1].

2025 第四届固态电池大会暨硅基负极产业创新大会 7月5日，精彩继续！ …… 由 DT新材料 主办的" 2025第四届固态电池大会暨硅基负极产业创新大会 于7月3-5日在浙江宁波隆重召 开。大会重点聚焦 固态电池和硅基负极两大热点，直面低成本和高性能化两大核心诉求，从原料选 材、结构调控、界面设计、电池工程化技术和装备、先进表征与失效分析、计算模拟与AI赋能等角度 ， 汇聚了来自材料研发、工艺制备、产业转化、终端应用等多个环节的600多位专家学者、企业 代表及行业从业者。论坛共设 35余场专题报告 ，邀请吴凡、徐博 、周豪慎、支沧海、王长 虹、林少雄、马越 等多位领域核心专家出席，来自广汽埃安、国轩高科 、金羽新能、孚能科 技、华宜清创、物科金硅、碳一等电池、材料企业齐聚发声，全面呈现固态电池及关键材料的技 术发展与产业化应用。 鸣谢单位 《eVTOL用固态电池关键技术研究及应用》 李红生 ，孚能科技（赣州）股份有限公司 电芯材料研发高级经理（程洪玉代讲） 支持媒体 / 报告掠影 / 精彩报告持续呈现…… 固态电池论坛 《硫化物电解质智能成套装备开发及应用》 秦涛 ， 广东茹天机械设备科技有限公司 董事长 ...

Core Insights - Wuxi Lead Intelligent Equipment Co., Ltd. (LEAD) Chairman Mr. Yanqing Wang received the Best International Interview award from Battery-News for his insights on battery manufacturing and electrification trends [1][3][5] Group 1: Recognition and Awards - The award was based on an interview conducted in March 2024, which was praised for its clarity and strategic foresight [3][5] - The recognition highlights LEAD's reputation as a pioneer in advanced battery production solutions, particularly in all-solid-state battery manufacturing [4] Group 2: Industry Insights - Mr. Wang's interview discussed the transformation in battery manufacturing and the rise of intelligent automotive technologies [3][4] - The perspectives shared reflect LEAD's commitment to innovation, sustainability, and cross-border collaboration in the energy sector [4]

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~ 时间 7月9日 技术发展与市场展望高峰论坛 邀请函 地点 中国·上海 -主办- 鑫椤资讯 会议指引 I C C S I N O 会议签到： 7月9日上午8点开始（酒店三楼） 会议酒店： 2025(第三届)中国固态电池 机场： 上海虹桥国际机场，驾车约40分钟，车费约60元。 上海浦东国际机场，驾车约45分钟，车费约90元。 高铁： 上海虹桥站（高铁），驾车约50分钟，车费约90元。 上海站，驾车约30分钟，车费约35元。 以上内容参考于百度地图 论坛议题 I C C S I N O 会议酒店： 上海浦东假日酒店 酒店地址： 浦东新区东方路899号 附近交通: 地铁2号线、4号线、6号线、9号线世纪大道站 步行至会议酒店约12分钟 参会费用： 2600元(7月7日前报名免费) 注： 本次会议不接受空投参会，仅限提前报名者免费参加。未提前报名的人员，如需现场报名，需缴纳会议报名费， 请有意参会者及时完成提前报名流程。 企业赞助参会：如下 会议赞助/报名 ICCSIN O ▼ 19921233064(微信同) | 发言嘉宾 ...