现出货。 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：储能前沿 8月20日 ， 淮安骏盛新能源科技有限公司大股东变更，从央企中化国际变更为"邢东（河北）锂电科技有 限公司"。 与此同时，公司法定代表人、主要成员变更，法定代表人由"何冉"变更为"于成"，主要成员何 冉、蒋文璐退出，新增于成。 资料显示， 淮安骏盛新能源科技有限公司 成立于2017年6月13日，是一家动力电池开发商，起初是博郡 汽车全资子公司。伴随中化集团战略转型，旗下A股上市公司中化国际将目光投向了骏盛新能源。 2018年9月，中化国际与骏盛新能源、博郡汽车签署投资合作意向协议，合作三方将重点聚焦三元锂电 池，联合推动更高性能三元锂电池产品的开发与推广。其中，中化国际将投资骏盛新能源位于淮安的动力 电池项目，该项目计划总投资100亿元，新建厂房50万平方米，用地1500亩，预计新上10条电芯及电池 包研发和生产线。 2018年11月，中化国际通过股权融资实现对骏盛新能源的全资控股，正式进军动力电池领域。 之后，中 化国际将骏盛新能源作为软包电芯核心基地，导入车规级标准（IATF 1694 ...

Core Viewpoint - The article discusses the recent changes in the ownership and operational status of Huai'an Junsheng New Energy Technology Co., Ltd., highlighting the shift from a state-owned enterprise to a private entity and the implications for the lithium battery industry [4][5][6]. Group 1: Company Overview - Huai'an Junsheng New Energy was established on June 13, 2017, as a developer of power batteries, initially funded by Baogun Automotive [4]. - The company was fully acquired by Sinochem International in November 2018, which aimed to develop high-performance ternary lithium battery products [4][5]. - As of August 2025, Baogun Automotive has ceased operations, with its subsidiaries undergoing liquidation, indicating a significant decline in its business activities [4][5]. Group 2: Industry Context - The lithium battery industry has become increasingly competitive, with many small to medium-sized enterprises exiting the market due to the cancellation of subsidies and the rise of lithium iron phosphate batteries [5]. - The recent court ruling for Junsheng New Energy's bankruptcy and the transfer of its 100% equity to Xindong Lithium Battery reflects a trend of deep consolidation within the lithium battery sector [5][6]. Group 3: Xindong Lithium Battery - Xindong Lithium Battery, based in Xingtai, Hebei, specializes in the research, production, and sales of lithium iron phosphate and energy storage batteries [7]. - The company possesses advanced technology platforms and manufacturing processes, enabling it to cater to diverse market needs, particularly in low-temperature applications [7]. - Xindong Lithium Battery plans to achieve a production capacity of 5 GWh by the end of 2025 and 10 GWh by the end of 2026 through a combination of self-built and outsourced production strategies [8].

Core Viewpoint - The Chinese electric vehicle (EV) market has seen significant growth in the first half of 2025, with Geely Automotive becoming the second-largest in new energy sales and Leap Motor achieving the highest sales among new forces. Both companies have surpassed one million units in cumulative sales, indicating a demand increase of approximately 100 GWh for battery supply [2][3]. Group 1: Market Dynamics - The growth in the EV market is largely driven by government policies promoting vehicle trade-ins, alongside a trend of "consumption downgrade," where lower-priced models are becoming the main sales drivers [2]. - Geely's new energy brand "Galaxy" has achieved over one million cumulative sales within 24 months, with a remarkable 232% year-on-year growth in the first half of 2025, selling 548,000 units [2]. - Leap Motor delivered over 220,000 units in the first half of 2025, surpassing competitors like Ideal and Xiaopeng, and has raised its delivery guidance for 2025 to between 580,000 and 650,000 units [2]. Group 2: Battery Supply Challenges - Geely is facing a battery supply shortage due to its rapid expansion, prompting the company to seek additional capacity from external suppliers [3]. - The establishment of the independent "Jiyao Tongxing" battery group aims to consolidate Geely's battery operations and enhance efficiency, with a target of achieving 70 GWh capacity by 2027 [3]. - Geely plans to adopt a "self-supply + external procurement" strategy, with an expected increase in self-supplied battery cells to 30% over the next two years [3]. Group 3: Leap Motor's Strategy - Leap Motor achieved a record gross margin of 14.1% in the first half of 2025, attributed to economies of scale and cost control [4]. - The company's strategy focuses on "full self-research" and decentralized procurement, allowing it to save costs and enhance bargaining power by sourcing battery cells from multiple suppliers [5]. - Leap Motor has begun supplying self-developed battery packs to over five new energy commercial vehicle clients, indicating a shift towards monetizing its battery technology [5]. Group 4: Opportunities for Battery Suppliers - The anticipated demand for 100 GWh of batteries presents both opportunities and challenges for battery suppliers, with CATL remaining a preferred choice but not the only option [5]. - Suppliers need to demonstrate stable performance, compatibility with vehicle models, and sufficient capacity to meet delivery timelines to secure orders [6].

刚果金政策推动钴行业供给收缩，钴价 25-27 年或进入上行周期 刚果金政府在 25 年 2 月出台钴产品临时出口禁令，导致全球钴行业供给端 收缩预期明显上升，由于 24 年该国钴资源供给占比超 75%，高市占率背景 下，我们认为其供给端收缩政策的实施效果或较好。若刚果金政府后续实施 出口配额政策，以 26/27 年分别压缩 30%供给能力为基准假设，钴在 26/27 年的供需平衡分别为-1.7/-4.1 万吨，均面临短缺情况，基于以上判断，我们 认为钴价或将进入上行周期，26-27 年钴价中枢有望在 35 万元/吨以上。 证券研究报告 基础材料 看好钴价在 25-27 年迎来上行周期 华泰研究 2025 年 8 月 20 日│中国内地 专题研究 供给：刚果金暂停钴产品出口，25 年钴供给端或大幅压减 刚果金政府在 2025 年 2 月 22 日宣布临时禁止钴产品出口 4 个月，并在 6 月再次宣布推迟出口禁令延迟 3 个月至 9 月 22 日。刚果金作为全球最大钴 资源供给国，根据 USGS 数据，刚果金 24 年钴供给占比高达 75%以上， 其禁止出口政策或对全球钴产品短期供给产生较大影响，据我们测算，若 ...

Core Viewpoint - NIO has unveiled the interior design of the new ES8, featuring a layout similar to its flagship sedan ET9, emphasizing luxury and customization in its design elements [1] Group 1: Interior Design Features - The new ES8 offers multiple interior themes, with the showcased red interior matching the trunk and third-row seat colors, a feature typically found in high-end luxury models [1] - The vehicle includes a horizontal floating central control screen and a panoramic skyline screen, along with premium materials such as a soft-touch area of 52 square meters and over 120,000 stitches in the seat embroidery [1] Group 2: Technical Specifications - The dimensions of the ES8 are 5280mm x 2010mm x 1800mm, with a wheelbase of 3130mm, and it offers both 6 and 7-seat configurations [1] - The new model is equipped with the latest "AQUILA" ultra-sensing system and features a dual-motor all-wheel-drive system with a maximum combined power of 520kW [1] Group 3: Battery and Charging - The ES8 is powered by a ternary lithium battery supplied by CATL, with a standard 100kWh battery and a CLTC range of 635km [1] - It supports a quick charge that allows for over 250km of range in just 5 minutes [1] Group 4: Launch Information - The new ES8 is set to officially debut on August 21 [1]

Core Viewpoint - BYD is expanding its production capacity in the Shenshan area with a new project that will significantly enhance its battery manufacturing capabilities and support its international export strategy [2][3]. Group 1: Project Overview - A new project in Haifeng County, Guangdong, will involve the construction of multiple facilities, including 9 factories and a wastewater treatment station, with an annual production capacity of 50.88 million power batteries, totaling 15 GWh [2]. - The project is part of BYD's broader strategy to strengthen its industrial layout in the Shenshan region, which is crucial for its operations in Guangdong and international markets [3]. Group 2: Investment and Production Capacity - Since 2021, BYD has committed over 31.5 billion yuan to various projects in the Shenshan area, including the construction of an automotive industrial park and battery production facilities, with an expected annual output value exceeding 220 billion yuan upon full production [4][5]. - The Shenshan industrial park is the only BYD facility in China that integrates port and factory operations, enhancing logistics efficiency for exports [5]. Group 3: Battery Production and Market Performance - BYD's battery production capacity includes a 14 GWh facility in Shenzhen and a 2 GWh facility in Huizhou, focusing on lithium iron phosphate and ternary lithium batteries [6][7]. - In July, BYD's battery installations reached 22.4 GWh, a 35% year-on-year increase, with a cumulative installation of 156.9 GWh from January to July, reflecting a 76% increase compared to the previous year [7].

汽车公社 . 速度 深度 态度 将投中网设为"星标⭐"，第一时间收获最新推送 以下文章来源于汽车公社 ，作者王小西 韩系三巨头，打不过比亚迪。 作者丨 王小西 来源丨 汽车公社 动力电池的半年数据一出来，形势更加明朗。 根据韩国研究机构SNE Research的最新数据，2025年上半年全球电动汽车（EV、PHEV、HEV） 动力电池装机量504.4GWh，同比增长37.3%。而曾经不可一世的日韩电池厂商，市场份额进一步 下滑。 | | * Annual Cumulative Global EV Battery Usage | | | | | (Unit : GWh) | | --- | --- | --- | --- | --- | --- | --- | | Rank | Group | 2024. 1~6 | 2025. 1~6 | Growth Rate | 2024 M/S | 2025 M/S | | 1 | CATL | 138.5 | 190.9 | 37.9% | 37.7% | 37.9% | | 2 | BYD | 56.7 | 89.9 | 58.4% | 15.4% | 17.8% ...

Core Viewpoint - Tesla's recent $4.3 billion battery deal with LGES indicates a strategic shift to reduce reliance on Chinese battery suppliers due to increasing tariffs and costs associated with importing lithium iron phosphate batteries from China [5][8][10]. Group 1: Tesla's Strategic Shift - Tesla's CFO noted that U.S. tariffs have increased costs by $300 million, particularly impacting energy business due to reliance on Chinese imports [10]. - The current U.S. tariff policy imposes a total of 40.9% on imported storage batteries from China, which includes various tariffs [12]. - Tesla's decision to partner with LGES is seen as a move to localize production and avoid tariff-related costs, despite the challenges of completely severing ties with Chinese suppliers [20][23]. Group 2: Market Dynamics and Supply Chain - China dominates the lithium iron phosphate battery market, accounting for 94% of global production capacity in 2024, making it difficult for Tesla to fully transition away from Chinese suppliers [14][13]. - Key materials for lithium iron phosphate batteries are still sourced from China, indicating that even with new partnerships, some dependency remains [21][17]. - The U.S. has recognized that existing trade agreements do not effectively promote domestic manufacturing, leading to increased scrutiny and potential new tariffs on allied countries [30]. Group 3: Challenges for Chinese Suppliers - Chinese suppliers face significant barriers to entering the U.S. market, including regulatory hurdles and the need for local partnerships to navigate tariffs [36][34]. - The Inflation Reduction Act categorizes Chinese suppliers as "foreign entities of concern," complicating their ability to receive subsidies and participate in the U.S. market [36]. - Despite the challenges, some Chinese companies are attempting to establish manufacturing facilities in the U.S. to mitigate tariff impacts, but face numerous obstacles [34][37].

Group 1 - Tesla signed a $4.3 billion battery supply agreement with LGES, indicating strong financial capability [1] - The decision to partner with LGES instead of Chinese battery suppliers is likely influenced by U.S. tariffs aimed at reducing reliance on Chinese lithium iron phosphate batteries [4][6] - U.S. tariffs have increased Tesla's costs by $300 million, particularly impacting its energy business due to reliance on imported batteries from China [6][9] Group 2 - The U.S. tariff structure includes a total of 40.9% on imported storage batteries from China, which has prompted Tesla to seek local suppliers [9][16] - Despite the shift to LGES, Tesla may still rely on key materials sourced from China, as processing of essential minerals predominantly occurs there [13][15] - The choice of LGES allows Tesla to avoid direct tariff issues while still indirectly sourcing materials from China [15][16] Group 3 - Tesla's strategy reflects a broader trend of moving towards localized production in response to tariff pressures, moving away from a global supply chain model [16][25] - The U.S. has recognized that existing trade agreements may not effectively promote domestic manufacturing, leading to increased scrutiny and potential tax implications for foreign suppliers [22][26] - Chinese suppliers face significant challenges in establishing operations in the U.S. due to regulatory hurdles and the need for compliance with U.S. laws [26][29]

Core Viewpoint - LG Energy Solution, South Korea's largest battery manufacturer, has secured a significant contract for lithium iron phosphate (LFP) batteries worth 5.9442 trillion KRW (approximately 30.884 billion CNY), which accounts for about 20% of its total revenue from the previous year [1] Group 1: Contract Details - The contract was signed on July 29 and will take effect from August 1, lasting for three years, with potential extensions up to seven years [1] - The specific customer for this order has not been disclosed, but media reports suggest it may be Tesla, aimed at reducing reliance on Chinese battery imports [1] Group 2: Production Capacity and Expansion - LG Energy Solution has two factories producing LFP batteries, with a total capacity of 62 GWh in Nanjing, China, and plans to expand this capacity to 145 GWh by 2025 [2] - In North America, LG Energy has eight battery bases planned with a total capacity exceeding 350 GWh, including independent factories and joint ventures with major automotive companies [3] Group 3: Market Trends and Strategic Shifts - The demand for LFP batteries is increasing among Western electric vehicle manufacturers like Tesla and Ford, prompting a shift in South Korean battery manufacturers' focus from nickel-cobalt-manganese (NCM) batteries to LFP technology [3] - LFP batteries are recognized for their lower cost, higher reliability, and reduced fire risk compared to NCM batteries, despite having lower energy density [3] Group 4: Competitive Landscape - Other South Korean battery giants, such as SK On and Samsung SDI, are also accelerating their LFP battery business in response to market demands [5] - The U.S. market presents challenges for Chinese battery manufacturers due to tariffs and regulatory hurdles, making it plausible for LG Energy Solution to secure orders from American clients [5][6] Group 5: Export Dynamics - Recent data indicates that Germany has overtaken the U.S. as the largest destination for Chinese lithium battery exports, with U.S. exports significantly declining due to high tariffs [6] - In the first half of the year, China's lithium battery exports to the U.S. amounted to $5.998 billion, accounting for 17.59% of total exports, reflecting a year-on-year decline [6][7]