亿纬锂能在重卡领域再下一城，拿下福田汽车！ 5月26日， 福田汽车（600166） 发布对外投资公告，为 拓展新能源重卡业务 ，为客户提供多样化的电池租赁解决方案，支持动力电池降 本，提高新能源重卡利润率， 拟与亿纬锂能共同出资设立合资公司。 合资公司暂定名称为 北京福田亿纬新能源科技有限公司 ，注册地址暂定为北京昌平区沙河镇沙阳路老牛湾村北。经营范围：新材料技术研 发、电子专用材料研发、电池销售、蓄电池租赁、新能源汽车废旧动力蓄电池回收及梯次利用、充电桩销售等。 股权结构方面，合资公司注册资本计划为5亿元人民币，其中福田汽车以自有资金出资2.5亿元，亿纬锂能以现金出资2.5亿元， 分别持股 50%。 | 分期出资 | 出资时间 | | 具体出资金额(万元) | | | --- | --- | --- | --- | --- | | | | 稿田汽车 | 亿纬锂能 | 合计 | | 首期出资 | 合资公司成立之日起 90目 内 | 5000 | 5000 | 10000 | | 第二期出资 | 2027年12月31日 前 | 10000 | 10000 | 20000 | | 第三期出资 | 2028年12月 ...

Core Viewpoint - EVE Energy has launched its first commercial vehicle battery technology day and introduced the third-generation open-source battery, focusing on operational capability and profitability for commercial vehicle users [1][4]. Group 1: Product Offerings - EVE Energy introduced eight flagship products designed for various commercial vehicle scenarios, including logistics vans, light trucks, buses, and construction machinery [1][2]. - The LF125P-41.86kWh battery targets the micro-van market, offering a charging time of just 18 minutes for SOC 20%-80% and an 8-year warranty for 600,000 kilometers [1]. - The LM254-160kWh battery for light trucks supports a range of 400 kilometers and maintains 85% energy efficiency at -20℃, with a system energy density of 180Wh/kg [2]. - The LF324S-43.8kWh battery for buses features a 10-year warranty for 1 million kilometers and a system energy density of 170Wh/kg [2]. - The LF628-350kWh battery for construction machinery boasts a high integration with 200Wh/L and a lifespan of 6000 cycles [2]. Group 2: Heavy-Duty Truck Solutions - The LF230P-453kWh battery for short-haul heavy trucks can charge from SOC 10%-80% in 18 minutes, potentially generating an annual operational increase of 50,000 yuan for users [3]. - The LF668-448kWh battery offers a high integration design, reducing weight by 0.5 tons and potentially increasing annual earnings by 12,000 yuan per vehicle over a 6-year lifecycle [3]. - The LF420-563kWh battery features a low height of 248mm, ensuring visibility while meeting the needs of short-haul transport [3]. - The LM284-851kWh battery provides a range of 700 kilometers and can save users up to 500,000 yuan over five years compared to fuel trucks [3]. Group 3: Technological Innovations - EVE Energy's batteries utilize the LMX chemical material system, achieving a 25% increase in system capacity while reducing component count by 50% [4]. - The third-generation 3D liquid cooling technology enhances battery lifespan by 20%, maintaining a maximum temperature of 42℃ and a temperature difference of 5℃ across the system [4]. Group 4: Industry Context - The electric transformation of new energy commercial vehicles is attracting numerous battery manufacturers, with EVE Energy competing against companies like CATL, BYD, and Zhongchuang Xinhang [4]. - The recent product launch by EVE Energy is expected to accelerate the electrification of commercial vehicles, intensifying competition in this sector [4].

Core Viewpoint - The event marked the launch of EVE Energy's first commercial vehicle battery technology day, showcasing the company's commitment to advancing electric vehicle technology and collaboration with industry partners [2][4]. Group 1: Market Insights - The global and Chinese new energy commercial vehicle market is at a critical turning point, with a penetration rate of 20% in China, indicating a phase of rapid growth [4]. - The penetration rate for new energy vans has surpassed 40%, aligning closely with the passenger vehicle market, while new energy light trucks are approaching a 20% penetration rate [4]. Group 2: Product Launch and Innovations - EVE Energy introduced eight new open-source battery products designed for various commercial vehicle applications, emphasizing a comprehensive solution for logistics, heavy trucks, buses, and construction machinery [6][8]. - The LF125P-41.86kWh battery targets the urban logistics market, while the LM254-160kWh battery addresses the challenges of light trucks, focusing on reducing empty load energy consumption [8]. - In the bus sector, the LF324S-43.8kWh battery aims to solve the "vehicle and battery lifespan mismatch" issue, offering a warranty of 10 years or 1 million kilometers [9]. Group 3: Technological Advancements - EVE Energy's open-source battery system features five core technologies, including cell upgrades that enhance energy density and reduce charging time in low temperatures [11]. - The integration of advanced cooling technology and safety standards surpassing national regulations ensures improved performance and longevity of the battery systems [11]. Group 4: Strategic Partnerships - EVE Energy signed strategic cooperation agreements with key industry partners, indicating a collaborative approach to enhance the commercial vehicle battery ecosystem [13].

Industry Overview - The penetration rate of new energy commercial vehicles in China has reached 20%, entering a phase of rapid growth, with new energy VAN penetration exceeding 40% and new energy light trucks approaching 20% [2] - The electric engineering machinery market is expected to exceed 80GWh by 2030, becoming the third growth pole after passenger and commercial vehicles [2] - New energy commercial vehicle exports are anticipated to experience a new growth curve [2] Company Developments - EVE Energy, one of the earliest developers and manufacturers of commercial vehicle batteries, is promoting the electrification of buses, logistics vehicles, heavy trucks, and engineering machinery [2] - On May 9, EVE Energy launched eight open-source battery products designed for various commercial vehicle applications, from micro-vans to heavy trucks and engineering machinery [3] Product Innovations - The eight open-source battery products are set to be completed in development this year and will gradually enter mass production next year [4] - EVE Energy's open-source batteries focus on operational capability and profitability for commercial vehicle users, aiming to maximize user returns through technological innovation [4] - The LF125P-41.86kWh battery for urban logistics can achieve a charging time of only 18 minutes from SOC 20% to 80% and offers an 8-year warranty for 600,000 kilometers [5] - The LM254-160kWh battery, designed for light trucks, supports a range of 400 kilometers and maintains 85% energy efficiency in low-temperature environments [6]

Core Viewpoint - The article highlights the rapid growth of the new energy commercial vehicle market in China, with a penetration rate reaching 20%, indicating a significant development opportunity driven by technological advancements and innovative applications [3][6]. Group 1: Market Trends - The penetration rate of new energy commercial vehicles in China has reached 20%, marking the beginning of a high-growth phase [6]. - The penetration rate for new energy VANs has surpassed 40%, aligning with the growth momentum seen in the passenger vehicle market [7]. - In the new energy light truck sector, the penetration rate is close to 20%, with increasing demand for high-capacity models driven by intercity logistics in regions like Beijing-Tianjin-Hebei and Sichuan-Chongqing [8]. Group 2: Product Launches - EVE Energy launched eight new "open-source battery" products aimed at various commercial vehicle applications, focusing on faster charging, lighter weight, longer lifespan, and better cost efficiency [4][10]. - The LF125P-41.86kWh battery targets the micro-van market, offering rapid charging capabilities and an 8-year warranty [12]. - The LM254-160kWh battery for light trucks supports a range of 400 kilometers and maintains high energy efficiency even in low temperatures [12]. Group 3: Technological Innovations - EVE Energy's new battery series is supported by five core technologies, including advanced lithium iron phosphate chemistry, which enhances energy density and charging efficiency [18]. - The integration of third-generation liquid cooling technology allows for precise temperature control, improving battery lifespan by 20% [18]. - The company employs AI and cloud technology for remote monitoring and predictive maintenance of battery systems, enhancing operational efficiency [19]. Group 4: Strategic Collaborations - EVE Energy signed a strategic cooperation agreement with Haihua Chuangye, expanding its ecosystem in the new energy commercial vehicle sector [20]. - The company collaborates with various industry players, including Huawei for ultra-fast charging technology and major commercial vehicle manufacturers like SANY and Dongfeng [21]. - Through product launches and strategic partnerships, EVE Energy aims to accelerate its market expansion and technological implementation in the new energy commercial vehicle industry [23].

Group 1: Financial Performance - In Q1 2025, the company's revenue increased by 37.34% year-on-year, driven by high-quality products and stable deliveries [3] - The energy storage battery shipments reached 12.67 GWh in Q1 2025, a year-on-year growth of 80.54% [3] - The power battery shipments were 10.17 GWh in Q1 2025, reflecting a year-on-year increase of 57.58% [4] - The gross margin for power batteries in 2024 was 14.21%, while for energy storage batteries it was 14.72% [6] Group 2: Market Position and Strategy - The company holds a 12.15% market share in the domestic commercial vehicle battery market in 2024, ranking second [5] - In Q1 2025, the market share for commercial vehicle batteries increased to 13.41% [5] - The company is expanding its global layout and overseas production capacity to strengthen its competitive advantage [5] Group 3: Product Development and Innovation - The company plans to launch high-power all-solid-state batteries for hybrid applications in 2026 and high-energy all-solid-state batteries by 2028 [4] - The 46 series large cylindrical batteries have achieved mass production, with over 31,300 units produced by mid-February 2025 [6] - The Mr.Giant 5MWh energy storage system was launched in 2024 and has been in stable operation, achieving over 95.5% efficiency [10] Group 4: International Trade and Tariff Impact - Direct exports to the U.S. account for less than 4% of total sales, minimizing the impact of U.S. tariffs on current contracts [4] - The company actively monitors international trade policies and maintains communication with customers and suppliers to ensure stable operations [5] Group 5: Strategic Partnerships - A strategic cooperation agreement was signed with SF Express to enhance supply chain, green transformation, and smart logistics [8] - The partnership aims to develop high-rate power batteries suitable for logistics scenarios and explore applications in low-altitude economies [8]

在工艺层面，亿纬锂能称已突破四项关键技术：实现-30℃环境下25分钟快充的低温解决方案；系统成 组精度达垂直方向200μm、水平方向250μm；焊接熔深精度控制在80μm；全域发泡技术使电池包扭转刚 度超15000NM。目前，公司在大圆柱电池领域累计申请专利超2300项，覆盖15个国家。 此外，亿纬锂能针对低空飞行器领域推出分层能源方案，涵盖320Wh/kg以下的高成组效率产品及更高 能量密度的软包电池技术。公司同时发布全球化锂电回收网络"摇篮计划"，在四大洲30余国布局回收网 点，构建从电池回收到材料再生的闭环体系，目前已实现累计装车超3.2万台。 据悉，亿纬锂能将持续推进大圆柱电池技术研发，并与全球车企深化合作，进一步拓展新能源技术应用 场景。 亿纬锂能副总裁江吉兵在技术分享中指出，大圆柱电池具备三方面技术特点：其一，标准化设计可提升 制造效率，系统零部件标准化率较方形电池提高10倍；其二，"固定尺寸+多元化学体系"技术路线兼容 磷酸铁锂、磷酸锰铁锂及三元锂等多种体系，支持电量、续航等参数的灵活调整，缩短电池系统研发周 期至3-6个月；其三，圆形结构设计实现全生命周期"零膨胀"，减少电池系统应力管理需求。 ...

近日，三一重卡与亿纬锂能2025年战略研讨会在惠州正式举行，双方聚焦新能源商用车市场， 围绕市场需求、技术趋势、产品迭代与质量、海外规划与服务等关键议题展开深入交流。 据悉，三一重卡和亿纬锂能已携手连续两年举办战略研讨会，此次会上双方还签订了战略合作 协议。 根据战略协议，双方将在新能源商用车领域开展全面合作，依托三一重卡在商用车领域的深厚 积累以及亿纬锂能在新能源电池制造与研发方面的技术优势，实现强强联合，共同推动商用车 绿色转型，引领新能源商用车行业实现更高质量发展。 据介绍，三一重卡隶属三一集团，是三一集团推进实体经济和互联网深度融合的智能制造项 目，也是三一集团数字化和智能化转型的先行者。三一重卡本着"量产一代、在研一代、储备 一代"的理念，持续快速进行质量提升和产品升级迭代，依托行业领先的研发制造力量布局新 能源重卡，为客户提供一体化解决方案。 亿纬锂能是最早的商用车电池研发制造企业之一，自2015年起便开始深耕商用车领域，积极推 动客车、物流车、重卡、工程机械向电动化全面转型。目前在商用车领域的装机量位居全球前 列。 产品方面，亿纬锂能在2024年5月针对性推出商用车电池品牌——开源电池，兼具充电 ...