最近咱们的好邻居印尼似乎有点儿"飘"了，竟然想要拆中国的台，把矿产项目拱手送给美国。这究竟是 怎么一回事呢？让我们一起来看看吧！ 中国当然不会坐视不管。咱们商务部已经对印尼不锈钢产品征收了超20%的反倾销税，这等于直接掐住 了印尼的脖子。而且咱们手里还有三张王牌：放缓新能源技术转移、收紧印尼矿企的环保审查、限制镍 矿进口。咱们在泰国的电池基地已经能覆盖东盟市场，在匈牙利和塞尔维亚的工厂也直通欧盟，根本不 怕印尼"拆台"。 最有意思的是，印尼这波操作反而可能让特朗普搬起石头砸自己的脚。美国国内对特朗普的高关税政策 早就怨声载道了，要是真对印尼加税，美国消费者、农业和制造业都会跟着遭殃。而且咱们手里握着稀 土和镍矿的"阀门"，美国多个产业链都得看咱们脸色。特朗普要是硬着头皮跟印尼合作，最后很可能发 现，自己花了大钱，却还是绕不开中国的技术和市场。 真是让人大跌眼镜！原本以为东盟国家里，菲律宾已经够"内鬼"了，没想到和咱们关系不错的印尼也是 个"反骨仔"。为了讨好美国，在关税方面获得让步，竟然直接拆起了中国的台，这种做法简直太不地道 了！ 就在上个月月底，咱们中国企业刚慷慨解囊，砸了59亿美元帮印尼奠基了东南亚最大 ...

Core Viewpoint - The article highlights the significant growth in the power battery installation volume in May 2025, with a year-on-year increase of 34.08% and a month-on-month increase of 7.3%, indicating a robust demand in the electric vehicle sector [1]. Group 1: Overall Market Performance - In May 2025, the total power battery installation volume reached 53.35 GWh, with a cumulative total of 226.92 GWh from January to May, reflecting a year-on-year growth of 42.95% [1]. - The installation volume of lithium iron phosphate batteries was 41.37 GWh, showing a year-on-year increase of 57.9% [2]. - The installation volume of ternary lithium batteries was 10.36 GWh, which represents a year-on-year decrease of 3.0% [2]. Group 2: Product Shape Analysis - Square lithium batteries accounted for 51.01 GWh in May, with a year-on-year growth of 35.94% [3]. - Cylindrical lithium batteries had an installation volume of 1.06 GWh, reflecting a year-on-year increase of 13.98% [3]. - Soft-pack lithium batteries saw a decline, with an installation volume of 0.28 GWh, down 53.33% year-on-year [3]. Group 3: Company Performance - CATL (宁德时代) led the market with an installation volume of 23.55 GWh in May, capturing 44.14% of the market share, which is a month-on-month increase of 12.57% [6]. - BYD (比亚迪) followed with an installation volume of 12.68 GWh, holding 23.77% of the market share, but experienced a month-on-month decline of 1.94% [6]. - The combined market share of the top five companies (CR5) was 83.28%, while the top ten (CR10) accounted for 94.08% of the total installation volume [6]. Group 4: Customer Distribution - For CATL, Geely accounted for 12.78% of its installation volume, while Changan and Tesla contributed 9.64% and 7.86%, respectively [7]. - BYD's self-supply ratio was 81.23%, with Xpeng and NIO accounting for 4.57% and 3.00% of its installation volume, respectively [13]. - For Zhongchuang Innovation (中创新航), GAC Group held 18.18% of the installation volume, while Leap Motor and Geely accounted for 13.07% and 10.80%, respectively [20]. Group 5: Material Composition - In May, CATL's installation volume included 68.07% lithium iron phosphate batteries and 31.21% ternary lithium batteries [8]. - BYD exclusively used lithium iron phosphate batteries, maintaining a 100% share in its installation volume [16]. - Zhongchuang Innovation's installation volume comprised 73.58% lithium iron phosphate batteries and 26.42% ternary lithium batteries [23].

Core Insights - The competition between CATL and Zhongchuang Innovation is a significant battle for technological dominance and market position in the global power battery industry [1][7] - CATL holds a 36.8% global market share, while Zhongchuang Innovation has rapidly risen from ninth in 2018 to third in 2021, aiming to enter the top four global suppliers by 2024 [1][2] Patent Disputes - The patent battle is central to the competition, with CATL initiating a lawsuit in July 2021 against Zhongchuang Innovation for infringing five patents, seeking 647 million yuan in damages [2] - Zhongchuang Innovation successfully invalidated some of CATL's patents, leading to a counter-suit in October 2024, claiming infringement of four patents and seeking 1.007 billion yuan in damages [2] Product and Market Strategies - Zhongchuang Innovation shifted its product focus from lithium iron phosphate to high-voltage ternary lithium batteries to align with market demands [4] - The company has successfully penetrated the passenger vehicle market and attracted key clients like GAC Aion, significantly increasing its market share [4] - Zhongchuang Innovation adopted a pricing strategy below CATL's average battery prices, which contributed to its rapid market expansion and improved profitability, with a gross margin of 15.6% in the first half of 2024, up 6 percentage points year-on-year [4] CATL's Response - CATL remains proactive, investing 13.07 billion yuan in R&D in the first three quarters of 2024 to maintain its technological edge [4] - The company has also engaged in multiple lawsuits to protect its intellectual property against various competitors, showcasing its strong IP strategy [4] Market Dynamics - Despite CATL's profit growth, its revenue has declined year-on-year, and it faces pressure on production capacity utilization [5] - In contrast, Zhongchuang Innovation has reported strong performance in the passenger vehicle market and made strides in energy storage and marine electrification, securing international orders [5] Industry Implications - The rivalry between CATL and Zhongchuang Innovation reflects the overall rise of China's power battery industry, driving technological advancements, cost reductions, and expanding application scenarios [7] - Their competition contributes to China's strong position in the global green energy revolution, enhancing the country's influence in the battery market [7]

Core Insights - The acquisition of Northvolt's battery manufacturing plant in Poland by Lyten marks a significant event in the battery industry, showcasing a "snake swallowing an elephant" scenario in mergers and acquisitions [2][3] - The transaction highlights the strategic importance of local manufacturing and low geopolitical risk in the rapidly expanding European battery market [8] Company Overview - Lyten, founded in 2015, has focused on lithium-sulfur batteries, which theoretically offer 20%-25% higher energy density compared to traditional lithium-ion batteries [5] - Northvolt, established in 2016, was once seen as a beacon of hope for Europe's battery industry, securing over $55 billion in orders from major automakers and $15 billion in financing from various banks [6][7] Acquisition Details - The acquired plant has a current capacity of 6 GWh, with potential expansion to over 10 GWh, and operates entirely on renewable energy [3] - The acquisition allows Lyten to leverage Northvolt's existing resources, including R&D and market channels, to accelerate its expansion in Europe [3][8] Market Dynamics - Northvolt faced significant challenges, including technological delays and management issues, leading to a reported loss of $1.03 billion in 2022 and $1.2 billion in 2023 [7] - The acquisition reflects a broader trend in the battery industry where companies must innovate and adapt to market demands to ensure sustainable growth [9][10] Future Implications - The acquisition is expected to enhance Lyten's position in the European market, fulfilling the increasing demand for localized battery solutions [8] - Industry experts suggest that diversification and continuous innovation will be key trends in the battery sector, with emerging technologies like solid-state and sodium-ion batteries gaining traction [9][10]

公开资料显示，宁德时代是特斯拉的电池供应商，自2020年7月开始向特斯拉供货。2021年，特斯拉首次成为宁 德时代的最大客户，当年共采购锂电池130亿元，占宁德时代总营收的10%。2022年，宁德时代来自特斯拉的锂 电池销售收入为380亿元，占总营收的11.59%。 该项目是特斯拉应对美国政策、降低成本并支持储能业务快速增长的重要举措。 近期，美国磷酸铁锂电池产业落地进展明显加快。 LGES位于密歇根州的电池工厂已建成两条磷酸铁锂电池产线，并于本月开始量产储能软包磷酸铁锂电池； 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：整理自氢锂荟 6月29日，特斯拉官方在社交媒体上宣布， 其位于美国内达华州的首家磷酸铁锂电池工厂即将竣工投产。 早在 2024年2月份，就有 外 媒报道，特斯拉正在扩建其内华达州斯帕克斯（Sparks）的电池工厂，以便将更便宜的 磷酸铁锂电池（LFP）供应链引入美国。 工厂 预计初期产能10GWh ，主要服务于储能业务和部分车型，设备由宁德时代提供，特斯拉全权控制运营。 通用也分别要求LGES和SDI与其在美国的合资电池工厂 ...

Core Viewpoint - The Xiaomi YU7 has generated significant pre-order interest, with 289,000 orders within an hour, indicating strong market demand and potential for historical sales figures [2] Group 1: Product Comparison - The Xiaomi YU7 is priced at 253,500, 279,900, and 329,900 CNY for its three versions, positioning it competitively against similar high-performance SUVs like the Zhiji LS6 and the Zhijie R7 [6] - All three vehicles utilize CATL's ternary lithium batteries, with the YU7 having the largest capacity at 101.7 kWh, while the other two have 100 kWh [9] - The YU7 boasts the longest range of 760 km under CLTC conditions, while the Zhijie R7 has the shortest at 736 km, despite having the lowest energy consumption of 14.4 kWh/100 km [9][11] - Charging efficiency shows the YU7 is the fastest, taking 0.2 hours to charge from 10% to 80%, compared to 0.28 hours for the LS6 and 0.25 hours for the R7 [10][11] Group 2: Performance Metrics - The YU7 has a total motor power of 508 kW, while the LS6 has 579 kW and the R7 has 365 kW, indicating a significant performance gap [13] - Acceleration from 0 to 100 km/h is fastest in the YU7 at 3.23 seconds, followed by the LS6 at 3.48 seconds and the R7 at 3.9 seconds [13] - The YU7 and LS6 both exceed a top speed of 250 km/h, while the R7 is limited to 200 km/h [13] Group 3: Chassis and Comfort - All three vehicles feature similar chassis structures, but the YU7's closed double-chamber air suspension offers superior adjustment capabilities [14] - The braking system of the LS6, using Continental components, has a shorter stopping distance of 33.76 meters compared to the YU7's 33.9 meters and the R7's 34.7 meters [16] - In terms of interior comfort, the R7 offers more advanced seating features, including ventilation and massage functions for both front and rear seats, while the YU7 provides these features only for the front [21][24] Group 4: Market Positioning - The YU7's performance is strong, but when compared to traditional automakers like Zhiji, it may not stand out as much, suggesting that the perceived value may be influenced by brand reputation rather than just product specifications [28]

倒计时14天 2025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 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/蓝京新能源/亿纬锂能/星恒电源/先导智 能/小安科技/鑫晟达/精锐精密等 以合资公司为布局主体，算不算松下的一种"曲线救国"！ 从大连市人民政府官网获悉，6月26日，位于 大连金普新区的泰星能源纯电汽车电池项目在 大连自贸片区新能源产业园 内正式开工。 项目由 大连泰星 能源有限公司运营建设， 此前已相继在大连投资三期混合动力汽车电池项目。 本次投建的为 纯电汽车电池项目， 总投资 37亿元 ，占地面积约23万平方米，达产后预计实现年产值40亿元，将进一步为大连 新能源汽车全产业链发展带来新动能。 ...

小米YU7标准版与Pro版搭载了96.3kWh磷酸铁锂电池，由弗迪电池与宁德时代联合供应。 该电池组采用 CTB一体化技术，配合800V碳化硅高压平台，标准版CLTC工况下续航里程可达835km，Pro版为 770km。而作为高性能版本的Max版，则搭载了101.7kWh三元锂电池，由宁德时代供应，采用麒麟电池 技术，支持5.2C最大充电倍率，15分钟即可补能620km，CLTC续航达到760km。 END 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 END 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： 新华网 6月26日晚，小米"人车家全生态"发布会在北京盛大召开。小米集团创始人、董事长兼CEO雷军在会上宣 布， 小米汽车旗下首款SUV车型——小米YU7正式上市。 小米YU7共推出三个配置版本，分别为标准版、Pro版和Max版，售价区间为25.35万至32.99万元。此 外，小米SU7 Ultra赛道专业套装和纽北限量版也同步上市，后者售价高达81.49万元，且车型永久限量 100台，2025版限量1 ...

如此高的集中度意味着，刚果（金）的供应一旦出现波动，全球市场将立即陷入动荡。相比之下，其他 钴生产国如俄罗斯、澳大利亚和古巴的产量仅占极小份额，根本无法填补刚果（金）留下的缺口。 这并不是第一次。在今年2025年2月，全球钴资源霸主刚果（金）宣布暂停钴原料出口四个月，直接导 致国际市场约7.3万吨的供应缺口，占全球年产量的25%，钴价应声暴涨近50%。 文 | 万联万象 上周末，全球钴资源霸主刚果（金）宣布将钴出口的临时性禁令再延长三个月，以应对国际市场供应过 剩的问题。受此消息影响，本周现货钴开盘后，单日上涨近10％！ 如今，禁令再次延长，直至2025年三季度末其都将暂停出口钴。这一举措不仅加剧了全球钴市场的紧张 局势，更对中国新能源产业造成巨大冲击。为何刚果（金）宁愿牺牲市场份额也要坚持出口禁令？这一 策略与欧佩克"保量不保价"的逻辑有何不同？2025年下半年钴价的走势又将如何？ 一、钴的主导者 要理解此次出口禁令的深远影响，首先必须认识到刚果（金）在全球钴供应链中的核心地位。这个中非 国家不仅是全球钴储量的最大拥有者，占全球总储量的70%以上，更是钴生产的绝对主导者，其年产量 占全球供应量的80%左右。 ...

全球与中国动力电池前驱体及阴极市场发展趋势及未来发展分析报告2025-2031年 【全新修订】：2025年6月 【出版机构】：中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 动力电池前驱体及阴极市场概述 1.1 产品定义及统计范围 1.2 按照不同产品类型，动力电池前驱体及阴极主要可以分为如下几个类别 1.2.1 全球不同产品类型动力电池前驱体及阴极销售额增长趋势2020 VS 2024 VS 2031 1.2.2 NCA 1.2.3 NMC 1.2.4 天然石墨 1.2.5 合成石墨 1.2.6 其他 1.3 从不同应用，动力电池前驱体及阴极主要包括如下几个方面 1.3.1 全球不同应用动力电池前驱体及阴极销售额增长趋势2020 VS 2024 VS 2031 1.3.2 三元锂离子电池 1.3.3 镍氢电池 1.3.4 钴酸锂离子电池 1.3.5 锰酸锂离子电池 1.3.6 磷酸铁锂离子电池 1.4 动力电池前驱体及阴极行业背景、发展历史、现状及趋势 1.4.1 动力电池前驱体及阴极行业目前现状分析 1. ...