Robotics - Lingyi Zhi Zao has recently received over a hundred orders for complete machine assembly from leading clients in the robotics industry [1] - Greebo has entered the implementation phase of its collaboration with Zhiyuan Robotics on commercial cleaning robots [1] Quantum Technology - Guangdian Measurement is increasing discussions with industry professionals to establish a quantum testing research team [2] - New Jingang and Yachuang Electronics have not engaged in quantum technology or quantum computing-related products [2] Battery Technology - BYD's "Haohan" features the world's largest 2710Ah energy storage blade battery, improving performance by over 300% compared to conventional energy storage batteries [2] - Tongxing Technology's sodium-ion battery materials are suitable for start-stop power sources and UPS power supply needs [2] Semiconductor Materials - Quartz Co. has received certification for its self-produced high-purity quartz sand from several major international semiconductor equipment manufacturers [3] High-Temperature Alloys - Zhongzhou Special Materials' high-temperature corrosion-resistant alloy products are applicable in oil and gas drilling and deep-earth economic fields [3] Rare Earth Technology - Jiuwu High-Tech possesses technological reserves and patents in rare earth extraction and separation, as well as rare earth wastewater treatment [3] AI Technology - China Great Wall's AI server power supply has officially entered production [3] Phosphor Materials - Ruifeng High Materials' subsidiary has begun the debugging phase for its ton-level black phosphorus pilot plant equipment [3]

Core Viewpoint - BYD has launched its new generation energy storage product "Haohan" and GW-level grid-connected energy storage solutions at the 2025 International Digital Energy Exhibition, showcasing significant advancements in energy storage technology [1] Group 1: Product Launch - The "Haohan" product features the world's largest dedicated blade battery with a capacity of 2710Ah, representing a more than 300% improvement over conventional energy storage batteries in the industry [1] - The new energy storage solutions simplify system structure significantly, enhancing the reliability of the overall system [1]

Industry Overview - In the first eight months of 2025, China's lithium-ion battery exports reached 30.03 billion units, a year-on-year increase of 18.66%, with an export value of $48.296 billion, up 25.79% year-on-year, indicating a stable growth trend [1] - In August 2025 alone, the export value was $7.153 billion, reflecting a year-on-year growth of 23.51% [1] Cobalt Supply and Regulations - The Democratic Republic of Congo announced an end to an eight-month export ban starting October 15, 2025, transitioning to a strict quota management system, with only 18,100 tons of cobalt available for export in the remainder of 2025 [2] - The annual export limits for 2026 and 2027 are set at 96,600 tons [2] Lithium Battery Material Production - Hunan Youneng has reported a production capacity of 858,000 tons for phosphate-based cathode materials as of June 2025, with ongoing projects in Spain and Malaysia [2] Market Dynamics for Lithium Materials - Domestic lithium carbonate prices have fluctuated between 73,000 to 74,000 yuan per ton, with strong market demand supporting price stability despite regulatory delays in Jiangxi [4] - The price of cobalt has increased due to the adjustment of export regulations in the Democratic Republic of Congo, impacting the prices of ternary materials and precursors [6] Pricing Trends for Key Materials - Ternary material prices range from 126,000 to 131,000 yuan per ton for single crystal types and 145,000 to 151,000 yuan per ton for 811 types [7] - Phosphate iron lithium prices are between 33,600 to 35,000 yuan per ton for power types and 32,600 to 33,200 yuan per ton for energy storage types [8] - The price of negative electrode materials shows a range from 50,000 to 65,000 yuan per ton for high-end natural graphite products [9] Electrolyte Market Developments - The domestic electrolyte market is experiencing strong supply and demand, with prices slightly increasing; a significant long-term supply agreement has been signed between Jiujiang Tianci and Ruipu Lanjun for a minimum of 800,000 tons of electrolyte products by December 31, 2030 [10][11] Battery and Electric Vehicle Market - The domestic lithium battery market remains stable, with a projected production increase of up to 5% in October 2025, driven by strong demand from new energy vehicles and energy storage [12] - In the last week, 508,000 passenger vehicles were sold, with new energy vehicles accounting for 298,000 units, reflecting a year-on-year increase of 28.25% [13] Energy Storage Innovations - The energy storage cell market is stable, with some leading companies planning to raise cell prices; BYD has launched a new generation energy storage system featuring a 2710Ah blade battery, marking a significant advancement in capacity [14]

从比亚迪储能获悉，该项目采用了比亚迪 MC Cube-T ESS 魔方储能，魔方储能系统搭载"储能 专用刀片电池"和"CTS 超级集成"两大核心技术，单个电芯均应用车规级生产检测技术，采用 了磷酸铁锂材料体系和结构设计，具备易布局、易运输、易安装、易维护、易增容"五易"优 势。 该系统还支持快插式一键启动，免现场调试，安装调试效率提升 80%。岱海储能电站直流侧的 现场作业周期从常规的 90 天缩减至 47 天，达成年底全容量并网目标。 （ 来源：IT之家 ） 圆柱电池巡访： ☆走进苏州力神 ☆走进睿恩新能源 ☆走进天鹏电源 ☆走进中比新能源 ☆走进天能集团 ☆走进新能安 ☆走进浙江锋锂 ☆走进华立源 ☆走进鹏辉能源 ☆走进欣旺达锂威 ☆走进深圳中基 ☆走进博力威 圆柱电池论坛： 行业首届圆柱电池技术论坛定档2025年2月28日，深圳举办！ 1月2日消息，据比亚迪储能消息，全国单体最大"风光火储氢一体化"项目配套储能电站 —— 岱海储能电站并网成功。 据介绍，项目地处乌兰内蒙古乌兰察布市凉城县，岱海储能电站全站采用了比亚迪储能提供的 192 套总容量为 300MW / 1200MWh 的储能系统。 点击" 阅 ...