倒计时55天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 通勤型电动摩托车正成为市场主力。从电池配置来看，电动摩托车通常需要 2kWh以上电量，而锂电池的特性决定了其在大容量应用 中的优势更加明显——能量密度高、性价比突出，容量越大，锂电池的经济性和适用性就越强。 在全球市场中， 125CC燃油摩托车因兼顾性能与经济性，成为最受欢迎的通勤车型，市场保有量最大。 电动摩托车领域也呈现出相似格局，通勤电摩占据整个电摩市场 90%的份额，是绝对的主流需求。该类车型直接对标125CC燃油摩 托车，锂电池凭借高能量、高功率的特性，能够有效实现对传统燃油车的替代。 在此背景下，聚焦通勤市场，被视为推动锂电在电摩领域规模化应用最现实的路径。 作为全球电动轻型车锂电池龙头 ...

Core Viewpoint - CATL has recently sold its 20.6% stake in Valmet Automotive, marking the end of its 8-year overseas investment, which reflects a strategic shift in its European ambitions and the completion of Valmet's "nationalization" [3][9]. Group 1: Valmet Automotive's Transition - Valmet has accelerated its battery system (EVS) business, with its battery module production line in Salo starting operations in 2019, achieving a production capacity of 800,000 units in 2023 and surpassing 2 million units cumulatively [4][5]. - In 2023, Valmet's EVS business revenue exceeded €1 billion for the first time, despite a 21.8% year-on-year decline in its traditional automotive contract manufacturing (VCM) revenue due to the termination of the Mercedes GLC production line in June 2022 [5][6]. Group 2: Market Challenges and Opportunities - The demand for fuel vehicles in Europe is declining, and while electric vehicle contract manufacturing has higher profit margins, Valmet faces insufficient new orders due to slower electrification progress and an overall downturn in the European automotive market [6]. - In 2024, European BEV sales are projected to be 1.993 million units, a 1.3% year-on-year decrease, with Finland's BEV sales dropping by 30.3% [6]. - Finland's electric vehicle average price remains higher than traditional fuel vehicles, and the country offers less subsidy and tax incentives compared to neighboring countries like Sweden and Denmark, impacting growth [6]. Group 3: Finland's Strategic Positioning - Finland is among the first countries to release a national battery strategy, focusing on building a complete value chain from raw materials to battery manufacturing and recycling [7]. - The extreme environment in Finland has driven battery technology innovation, and the high penetration of renewable energy is promoting large-scale energy storage [8]. - Valmet plans to spin off its battery business into a separate subsidiary, IONCOR, which will further enhance its position as a leading independent battery system supplier in Europe [8]. Group 4: Government Involvement and Future Prospects - The nationalization of Valmet reflects the Finnish government's intention to gain greater influence in the electrification sector, with the government already holding a 70% stake in IONCOR and committing an additional €20 million investment [9]. - Collaborative projects, such as the Keliber lithium project, aim to establish local production of battery-grade lithium hydroxide, providing essential materials for electric vehicle battery production [10]. Group 5: Implications for Chinese Enterprises - The strategic adjustments in Finland suggest that Chinese companies need to adopt more flexible strategies to enter the European market, including joint ventures and technology licensing to meet EU localization requirements [11][12]. - Long-term strategies should involve integrating compliance requirements into the entire lifecycle of product design, production, and recycling, as well as establishing R&D centers and brand ecosystems [12].

Group 1 - The article highlights the strategic partnership between CATL and Shenzhou Car Rental, aiming to expand the battery swap model into the rental car industry, with plans to operate over 100,000 battery swap vehicles this year [3][5] - CATL has set a goal to establish a nationwide battery swap network covering 80% of trunk transportation by 2030, with the recent launch of the standardized battery swap block and full-scenario chassis battery swap solutions [3][4] - As of July, CATL has built over 400 battery swap stations for passenger vehicles and approximately 100 for heavy-duty trucks, with plans to reach 1,000 and 300 stations respectively by the end of the year [4] Group 2 - In the first half of 2025, China's sales of new energy heavy-duty trucks reached approximately 79,000 units, a year-on-year increase of 185%, leading to a battery installation volume of about 31.7 GWh, with CATL holding a 66.6% market share [4] - CATL's collaboration with NIO will support the development of NIO's battery swap network, integrating CATL's battery swap standards into NIO's upcoming models [4][5] - The partnership with Shenzhou Car Rental will leverage over 2,000 offline locations to accelerate the construction of CATL's battery swap network, enhancing service efficiency for rental customers [5]

Core Viewpoint - The automotive industry is facing significant challenges due to slowing demand, trade tensions, and increased competition, leading to substantial profit declines for many car manufacturers [3][4][5]. Financial Performance of Major Automakers - German automakers, particularly Volkswagen, are experiencing severe profit declines, with Volkswagen's revenue remaining flat at €158.4 billion and operating profit down 33% to €6.7 billion, primarily due to tariffs causing a €1.3 billion loss [3][4]. - Audi's after-tax profit fell 37.5% to €1.346 billion, attributing the decline to external policy environments, including U.S. tariffs and rising transformation costs [4]. - Mercedes-Benz reported a revenue drop of 8.6% to €66.377 billion and a 40.7% decline in pre-tax profit to €4.534 billion, impacted by tariffs and model transitions [4]. - BMW's revenue decreased by 8.0% to €67.685 billion, with net profit down 29.0% to €4.015 billion, facing challenges in the Asian market despite growth in North America [4]. - U.S. automakers are also affected, with Ford reporting a second-quarter revenue of $50.2 billion but a net loss, expecting a tariff impact of approximately $2 billion for the fiscal year [5]. Performance of Japanese and Korean Automakers - Toyota stands out with a 7.4% increase in global sales to over 5.54 million vehicles, driven by strong performance in North America and China [6]. - Hyundai's global sales rose 36.4% to 262,100 vehicles, with electric vehicle sales contributing significantly [6]. - Kia anticipates a 7% to 8% increase in U.S. sales for the second half of the year, bolstered by the success of its hybrid models [6]. Strategic Shifts in the Automotive Industry - The U.S. government's policy shift is influencing automakers to increase production of fuel vehicles, with Kia adjusting its production plans to focus on gasoline models [7][8]. - General Motors is investing $4 billion to boost fuel vehicle production while also enhancing the profitability of electric vehicles [8]. - Audi has canceled plans to stop developing internal combustion engine vehicles by 2033, reflecting a more flexible approach to electrification [8]. Industry Outlook - The automotive industry is navigating a survival challenge, with the primary focus on sustaining operations before considering improvements [8].

Core Viewpoint - The 2025 High-tech Energy Storage Industry Summit and the 2025 High-tech New Energy Materials Industry Conference will focus on the transformation and restructuring of the energy storage and new materials sectors, emphasizing new materials, new dynamics, and new ecosystems [1][2]. Event Details - The 2025 High-tech New Energy Materials Industry Conference will take place on July 8-9, 2025, at the Yang'an New Town Conference Center in Qionglai, Sichuan [1][3]. - The summit will feature leaders from upstream and downstream enterprises in the lithium battery materials industry, discussing the industrialization paths of solid-state batteries and sodium batteries [1][2]. Agenda Overview - The conference will include a series of speeches and discussions on various topics related to battery materials and innovations, with a focus on the industrialization of new materials [5][6][7]. - Key sessions will cover themes such as the transformation of battery materials under diverse demands, new material applications, and the industrialization of solid-state battery materials [5][6][7]. Transportation and Accommodation - Attendees can reach the venue via Chengdu Shuangliu International Airport or Chengdu Tianfu International Airport, with various transportation options available [8][9]. - Accommodation is not arranged uniformly, but attendees can enjoy special rates at the conference hotel if needed [15][16]. Networking Opportunities - The conference will provide opportunities for networking through various sessions, including roundtable discussions and a thank-you dinner for invited guests [5][7].

Core Viewpoint - The article highlights the significant growth in the global electric vehicle (EV) market, particularly in the sales of new energy vehicles (NEVs) and the corresponding increase in power battery installation capacity, indicating a robust trend in the industry [3][4]. Group 1: Global New Energy Vehicle Market Analysis - In the first four months of 2025, global NEV sales reached 5.39 million units, representing a year-on-year growth of 29%, which drove the power battery installation capacity to approximately 285.1 GWh, a year-on-year increase of 36% [3][4]. - China's power battery installation capacity accounted for 60.9% of the global total, with six out of the top ten companies being Chinese, showcasing the country's dominance in the sector [4][11]. - The installation capacity of lithium iron phosphate (LFP) batteries in China continues to grow, contributing to a global year-on-year increase of 63% in LFP battery installations [4]. Group 2: Power Battery Installation Capacity by Vehicle Type - The power battery installation capacity for passenger vehicles, buses, and special vehicles is detailed, with specific figures indicating the distribution among these categories [8][9]. - The breakdown of installation capacity by battery type shows that LFP batteries lead the market, followed by ternary and other types [9]. Group 3: Leading Countries in Power Battery Installation - The top ten countries for power battery installation capacity are listed, with China leading at 173.59 GWh, followed by the United States at 38.38 GWh, and Germany at 12.12 GWh [11].

Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [2] - The 2025 Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [3] Group 2: Company Developments - CATL announced its international IPO on May 12, 2025, with an expected scale of $4-5 billion, making it one of the largest IPOs in the Hong Kong market in recent years [3][4] - The IPO is priced at a maximum of HKD 263 per share, with a total of 118 million shares planned for issuance [3] - The company has attracted cornerstone investors, including major energy firms and sovereign wealth funds, with total subscriptions reaching HKD 20.371 billion [4] Group 3: Financial Performance - In 2024, CATL achieved a revenue of CNY 362.013 billion and a net profit of CNY 50.745 billion, marking a year-on-year growth of 15.01% [6] - For Q1 2025, the company reported a revenue of CNY 84.705 billion and a net profit of CNY 13.963 billion, with a gross margin of 24.4% [6] - The company has returned nearly CNY 60 billion to shareholders through dividends since its listing, with a dividend payout ratio of 50% for 2023 and 2024 [6]

主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 6月会议预告 2025高工钠电 产业峰会 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 一季度，在下游超预期的市场需求下，包括磷酸铁锂材料在内的价格出现小幅反弹。但随着近期碳 酸锂价格快速下跌，磷酸铁锂材料价格也受到波及。 根据市场数据，仅 4 月份，碳酸锂价格下跌幅度就接近 10% ，其中 4 月 7 日遭受特朗普关税 危机影响，对于碳酸锂、磷酸铁锂在内主要材料冲击明显。 不过从价格波动幅度来看， 4 月份以来的价格冲击主要影响更上游的锂盐材料，磷酸铁锂价格影 响幅度相对较小，其降幅基本在 5% 以内。 这也展示出了，经过一季度的价格调整，磷酸铁锂厂商挺价情绪仍在。部分磷酸铁锂厂商为改变增 收不增利的情况下也迫切希望保持稳定的材料价格。 归根结底，磷酸铁锂厂商在维持材料价格稳定，其主要维持加工费的稳定。近年 ...

总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 此外，广汽集团作为首家与巧克力换电全生态合作的车企，将在更多旗下车型引入巧克力标准，并在换电站建设、电池银行业务、换电车型营销推广及 退役电池梯次利用等多领域与宁德时代展开全面合作。 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 4 月 2 3 日， 上海车展期间 ，宁德时代举办巧克力换电新车型发布仪式，并与广汽集团签署全面战略合作协议。活动现场，宁德时代巧克力换电与 一汽、长安、北汽、奇瑞、广汽五大车企共同发布 10 款巧克力换电新车型。 本次携手五大车企发布的 10 款换电新车型，覆盖行政商务、家庭出行、年轻化代步等多元场景。 其中，一汽红旗推出首款巧克力 B+ 级换电轿车 EH7 ；长安汽车推出十万内通勤轿车启源 A05 、中大型数智轿车启源 A07 和深蓝 SL03 运动轿 ...

以下文章来源于孚能科技 ，作者电量满满的 孚能科技 . 专注科技创新，引领能源变革，为美好生活续航。 颁发现场 《欧盟电池法规 (EU 2023/1542)》是一项规范电池从生产到再利用和回收的全生命周期的法规，以确保欧洲市场电池的安全、可持续发展和竞争 力。 作为覆盖电池全生命周期管理的核心法规，其涵盖电池的设计、生产、使用、再利用与回收等全流程，旨在推动欧洲电池产业向绿色、透明、高效方向 发展，加速欧盟循环经济体系建设，助力实现碳中和愿景。 此次评估，TÜV 南德严格依据欧盟新电池法规（EU 2023/1542）的各项要求，从电池性能、安全等多个维度对孚能科技产品进行了全面而深入的评 估。 孚能科技凭借自身在研发、生产等方面的卓越表现，成功通过了各项严格测试与审核，并获得了 TÜV 南德评审专家高度评价，表明孚能科技的产品合 规体系已位居行业前列 。未来，双方将在欧盟电池合规方面探索更广泛的合作。 此次孚能科技通过 TÜV 南德欧盟新电池法规符合性评估，不仅意味公司电池产品可在欧盟市场合法流通，更体现了公司在产品质量和法规合规方面的 领先实践与承诺，同时显著提升了公司在欧洲及全球市场的品牌影响力和竞争力， ...