| | 倒计时44天 | | --- | --- | | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位： | 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名： | 茹天科技 | | 活动时间： | 2025年11月6-8日 | | 活动地点： | 广州南沙国际会展中心（2楼船厅及广州厅） | | 活动规模： | 展商规模200+、参会企业2000+、专业观众20000+ | | 同期活动： | 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | 该公司主要产品包括磷酸铁锂正极材料、大圆柱电芯、中小动力和储能电池、用户侧储能系统等，目前具备年产 3GWh 电芯、 2GWh PACK 电池组生产能力。 目前鹏博新材拥有三大生产基地，分别位于长沙、阳泉、毕节，其中长沙基地一期 5 万吨 / 年产能已经释放；阳泉规划 20 万吨 / 年产能； 毕节规划 10 万吨 / 年产能，合计总产能将超过 35 万吨 / 年。 草酸亚铁制备高压实磷酸铁锂技术是生产第五代磷酸铁锂的关键工艺。其工艺效率高，只需一次烧结，周期缩短至 12-15 小时，相比传统磷 ...

格隆汇9月22日丨博力威(688345.SH)在投资者互动平台表示，逸飞激光系公司的上游设备供应商，为公 司提供了大圆柱电芯的相关设备。公司自主研发的大圆柱电芯采用全极耳的设计，通过了单体电池针刺 试验，兼顾性能优势与成本优势。目前公司固态电池正处于从研发向示范应用过渡的阶段，未来有望在 高速电摩、机器人和低空经济等场景实现产业化应用。 ...

Group 1 - The core point of the article is that Penghui Energy has been developing and producing large cylindrical battery cells for many years and is currently focusing on solid-state battery technology in a soft-pack form [1] Group 2 - Penghui Energy has identified Yifei Laser as one of its equipment suppliers [1]

PinPoint是一家为高端客户提供一系列选择性（包括Equity和Commodity）投资产品的优秀资产管理机 构,持有香港9号牌牌照。公司的投资理念是：我们认为金融市场，特别是亚洲市场不是完全有效的。因 此我们可以通过深入的研究和合理的分析取得超值回报。我们崇尚价值投资，注重对被投资公司或商品 的基本面分析。公司致力于与广大国际投资者一起分享价值投资的成功喜悦。我们拥有二十六位专业人 员来负责投资组合管理、研究、交易、风险管理及运营。我们的专业人员都在中国或海外（如美国、英 国、加拿大等）高等学府受过良好的教育，并且在金融领域拥有丰富的国内和国际实践经验。我们的团 队对大中华地区的证券市场和全球商品有着深刻的理解。通过深入的研究和分析，Pinpoint将致力于打 造一个业内排名位于前列，具有出色资产管理能力的资产管理机构。 调研纪要：公司2025年上半年度的营业收入和净利润双增长，主要是因为公司快速切入两轮车换电细分 赛道，并成功与共享换电领域的头部客户达成深度合作，欧洲市场的恢复又进一步拉动了公司电动两轮 车出货量的增长。公司此前开发的北美储能客户在2025年上半年出货量增加，带动储能业务同比增长。 2 ...

Core Viewpoint - BMW (China) Automotive Trade Co., Ltd. and Brilliance BMW Automotive Ltd. have announced a recall of over 230,000 vehicles due to safety hazards related to starter generator connections and high-voltage system malfunctions [1][2][3] Recall Details - The recall includes multiple models such as the domestic i3, iX1, i5, and imported i4, i7, iX, with specific recall numbers and production dates outlined [1][2] - The total number of vehicles recalled includes: - 1 imported 5 Series vehicle [1] - 1,391 domestic X5 and 5 Series vehicles [1] - 4,609 imported i4 vehicles [2] - 9,575 domestic i3 vehicles [2] - 106,000 domestic iX3 vehicles [2] Safety Concerns - The vehicles in the recall may experience issues such as loose connections in the starter generator, which could lead to engine stalling or fire hazards [1][3] - BMW will provide free software upgrades to address the high-voltage system malfunction that could lead to loss of power and increased collision risk [3] Market Performance - BMW's sales in China have declined, with a 13.4% drop in total deliveries in 2024, making it the largest decline among luxury brands [3] - In the first half of the year, BMW's sales in Asia fell by 11.1%, with a significant 15.5% drop in the Chinese market [3] Strategic Initiatives - To counteract declining sales, BMW has initiated several local partnerships and technology integrations, including collaborations with Huawei and Alibaba for AI development, and partnerships with CATL and EVE Energy for battery production [4]

Core Viewpoint - The article discusses the upcoming 2025 High-Performance Sodium Battery and Solid-State Battery Technology and Application Summits, highlighting the critical turning point for the global new energy industry in 2025, with significant advancements in battery technology and market demands [2][3]. Group 1: Industry Trends - In 2025, the penetration rate of power batteries is expected to exceed 50%, and the energy storage market's battery shipments are projected to increase by over 60% year-on-year [3]. - Emerging scenarios such as low-altitude economy, humanoid robots, engineering machinery, and medical lithium batteries are driving diverse demands for battery performance, including ultra-fast charging, high discharge rates, long cycle life, and adaptability to extreme environments [3][4]. - The lithium battery industry is facing dual challenges of "technical breakthroughs" and "scenario breakthroughs," with material system iterations and structural design innovations being core directions for companies [3][4]. Group 2: Company Innovations - EVE Energy showcases a comprehensive product matrix covering various scenarios, including light-duty power, passenger vehicles, low-altitude economy, hydrogen energy, and medical applications, emphasizing a "safety first" technology route [5][6]. - Guoxuan High-Tech focuses on "green manufacturing," demonstrating a full-chain product lineup from positive and negative electrode materials to battery systems, with innovations in high-density materials and fast-charging capabilities [10][12]. - Lihua Power emphasizes standardized and high-rate cylindrical battery technology, achieving a 20% reduction in internal resistance through its true tabless structure [16][18]. - Ruipu Lanjun highlights its ultra-high energy density battery for low-altitude flying vehicles, achieving an energy density of 350Wh/kg and supporting a wide temperature range [21][23]. - Xindong Lithium Battery focuses on long-cycle and low-temperature battery technologies, achieving a standard cycle life of over 8,000 times and maintaining energy retention at extreme temperatures [25][27]. - Xinwanda introduces the industry's first supercharging battery for two-wheeled vehicles, capable of charging to 80% in 20 minutes, showcasing advancements in fast-charging technology [29][31]. Group 3: Regulatory Impact - The new national standard for power batteries, set to be implemented in 2026, is expected to accelerate industry reshuffling, enhancing safety standards and promoting upgrades towards high reliability and long life [36].