倒计时43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 第一批展商及赞助商： 金钠科技/茹天科技/海四达/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能/时 代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚时代/儒特股份/希倍动 力/先导干燥/瓦时动力/博粤新材/苏州翼动新能/亿隆能源/钠创新能源等 天眼查App显示，近日， 曲靖亿纬锂能有限公司发生工商变更，注册资本由10.5亿人民币增至17.25亿人民币。 曲靖亿纬锂能有限公司成立于2022年8月，法定代表人为刘金成，经营范围包括电池制造、电池销售、新兴能源技术研发等。 ...

Financial Performance - Company reported a revenue of 21.66 billion yuan for the first half of the year, a year-on-year decrease of 5.73% [1] - Net profit was 2.14 billion yuan, essentially flat with a slight decrease of 0.64% [1] - Non-recurring net profit increased by 19.32% year-on-year to 15.0 billion yuan [1] - Operating cash flow sharply declined by 90.55% from 3.3 billion yuan in the same period last year to 312 million yuan [1] Core Business Developments - Energy storage battery shipments surged by 133.18% year-on-year, with a global market share rising to second place [1][2] - Power battery shipments increased by 7.03% year-on-year, ranking second in the commercial vehicle sector with a market share of 13.54% [1][2] - The company has delivered over 21,000 units of the 46 series cylindrical battery, with the product evolving into the Omnicell all-purpose battery [2] Strategic Initiatives - The CLS model has been elevated to one of the company's five strategic business segments, focusing on co-development, technology licensing, and service support [3] - The first project under this strategy is a joint venture with Daimler Truck, PACCAR, and Electrified Power to establish ACT in Mississippi, USA, with an annual production capacity of approximately 21 GWh of lithium iron phosphate batteries [3] - The joint venture aims to secure stable market demand by having the three foreign partners as primary customers for the new production capacity [3]

Core Viewpoint - The company is undergoing changes in the construction content and total investment of certain fundraising projects, specifically the "23GWh cylindrical lithium iron phosphate energy storage battery project," to enhance fundraising efficiency and meet market demands [1][3][5]. Summary by Sections Overview of Changes in Fundraising Purpose - The company has received approval from the China Securities Regulatory Commission to issue 50 million convertible bonds with a total fundraising amount of RMB 5 billion, netting approximately RMB 4.97 billion after deducting issuance costs [1]. Fundraising Plan and Usage Status - As of June 30, 2025, the total investment for the power battery project is RMB 547,379.00 million, with cumulative investment of RMB 201,504.09 million, of which RMB 193,309.23 million is from the raised funds [2]. Reasons for Project Changes - The changes are driven by the rapid growth in global demand for new energy vehicles, with a 34.3% year-on-year increase in sales in the first half of 2025, necessitating adjustments to meet delivery pressures and improve fundraising efficiency [3][4]. Overview of Changed Project Details - The project will now include both cylindrical and square lithium iron phosphate battery production lines, with adjusted capacities of 11.5GWh and 14.5GWh respectively. The total investment has increased to RMB 579,615.50 million, while the use of raised funds and project duration remain unchanged [4][5]. Impact of Changes on the Company - The adjustments are deemed beneficial for the company's development and do not harm shareholder interests. The company will ensure compliance with relevant regulations and enhance supervision over the use of raised funds [5][6]. Opinions from Independent Directors and Board - The board has approved the changes, and independent directors have confirmed that the adjustments align with the company's operational needs and future development plans, ensuring no detriment to shareholder interests [6][7].

Core Viewpoint - Chery Group has signed a cooperation agreement with Suzhou City to build a 20GWh lithium-ion battery production base, marking a significant investment in battery production as part of its strategy to stabilize supply chains and reduce costs in the electric vehicle sector [3][4][5]. Investment in Battery Production - Chery Group is investing hundreds of billions in battery production in Anhui, with plans for three major battery bases aiming for a total capacity of 80GWh [10]. - The newly signed project in Daxian County is the third battery factory for Chery's subsidiary, De Yi Energy, which was established in March 2022 with a registered capital of 1.8 billion yuan [3][6]. Battery Production Capacity and Projects - The first project in Zongyang Economic Development Zone has a total investment of 10 billion yuan and aims for a capacity of 20GWh, with the first phase expected to reach full production by October 2024 [7]. - The Wuhu project will focus on high-performance battery development with an initial investment of 2.81 billion yuan [8]. Self-Sufficiency and Market Position - Chery aims for a battery self-supply rate exceeding 40% by 2025, with De Yi Energy expected to rank among the top 15 in domestic power battery installations [8]. - In 2024, Chery's new energy vehicle sales are projected to reach 580,000 units, a year-on-year increase of 232.7% [15]. Supplier Expansion and Strategic Partnerships - Chery has expanded its battery supplier base, with CATL remaining the largest supplier, followed by Guoxuan High-Tech, which has significantly increased its share in Chery's supply chain [17]. - Chery has entered into strategic partnerships with multiple battery suppliers, including LG Energy, to enhance its battery technology and production capabilities [18][19]. Technological Advancements - Chery is developing solid-state batteries with a target energy density of 600Wh/kg by 2027, with the first model featuring this technology expected to launch in late 2024 [11][12]. - The company has successfully passed stringent safety certifications for its batteries, demonstrating a commitment to high safety standards [10].

Core Viewpoint - The company, Yiwei Lithium Energy, has announced its plan for a secondary listing in Hong Kong, aiming to regain investor trust amid a backdrop of declining investor enthusiasm and ongoing legal challenges related to securities fraud [2][4][5]. Group 1: Company Performance and Legal Issues - Yiwei Lithium Energy's stock price has shown a lackluster response to the Hong Kong listing announcement, with a slight decline of 0.29% from 45.02 CNY on June 9 to 44.89 CNY on June 24, with 8 out of 12 trading days resulting in losses [2][4]. - The company is currently facing over a hundred investor lawsuits, primarily related to securities fraud, with 94 new civil lawsuits filed in a single day in April 2023 [5][7]. - Yiwei Lithium Energy has a history of legal disputes, with 128 cases related to securities fraud, and has received a warning from the Guangdong Securities Regulatory Commission for failing to disclose related party transactions amounting to 2.31 billion CNY in a timely manner [7][9]. Group 2: Financial Performance and Debt Levels - The company's revenue growth has slowed, with a slight decrease of 0.3% in revenue to 48.615 billion CNY in 2024, and a modest net profit increase of only 0.6% [13]. - As of the first quarter of 2025, the company's asset-liability ratio has risen to approximately 61.98%, significantly above the industry average, indicating increasing financial pressure [15][16]. - Yiwei Lithium Energy has a short-term debt obligation of nearly 12 billion CNY, while its accounts receivable reached 12.808 billion CNY, equivalent to 314% of its annual net profit, raising concerns about cash flow and repayment risks [16][18]. Group 3: Global Expansion and Capital Raising - The company is pursuing a global strategy, having established manufacturing facilities in Hungary, Malaysia, and the United States, with overseas revenue accounting for about 24% of total income by 2024 [19][20]. - The planned Hong Kong IPO aims to raise approximately 30 billion HKD (around 25 billion CNY), which will be used for overseas factory projects and operational funding, potentially alleviating current financial pressures [24]. - Successful fundraising through the Hong Kong listing could enhance the company's brand recognition and credibility in international markets, particularly with partnerships involving major clients like BMW and Daimler [22][24].

亿纬锂能海外工厂"加速"！ 4月8日，亿纬锂能发布 公告称， 全资孙公司 亿纬匈牙利 于近日收到匈牙利 Debrecen（德布勒森市）政府出具的建筑许可决定，许可亿纬 匈牙利在德布勒森市建立电池制造厂。 这也意味着，亿纬锂能又一海外工厂取得实质性进展，将进入建设阶段。 出海浪潮下，亿纬锂能已在海外布局多个基地，包括马来西亚工厂、匈牙利工厂，以及美国的合资工厂，其中匈牙利工厂则是亿纬锂能在欧洲 投建的首个电池工厂。 回溯来看，2023年6月，亿纬锂能曾公告称， 拟选址匈牙利德布勒森，建设45万平方米乘用车大圆柱电池生产基地，投资额不超过13.07亿 欧元，建设期为4年。公告指出，该 项目有利于快速响应匈牙利当地关键客户对新能源汽车配套动力电池的需求，同时辐射周边，就近承接更 多欧洲地区客户的订单。 据悉， 匈牙利德布勒森工厂 生产的大圆柱形电池将供货宝马汽车的德布勒森工厂。 2022年9月，亿纬锂能曾 获得宝马集团定点，将为德国 宝马集团Neue Klasse系列车型提供大圆柱锂离子电芯。 到2024年11月，亿纬锂能宣布，目前 正在匈牙利德布勒森市西北工业区建立先进电池工厂， 项目预计2027年竣工投产， 年 ...

Core Viewpoint - Chinese ternary materials are expected to see significant global market expansion through Korean companies between 2025 and 2027, particularly in the North American market [1][2]. Group 1: Recent Developments - Korean battery manufacturers have recently signed orders with Chinese ternary material companies, indicating a growing collaboration in the industry [2]. - On March 10, 2023, Dangsheng Technology announced a long-term supply agreement with LG Energy Solution (LGES) to supply 110,000 tons of high-nickel and medium-nickel high-voltage multi-element positive electrode materials from 2025 to 2027, with a contract value of approximately 14 billion yuan [2]. - This agreement is expected to deepen Dangsheng Technology's integration into the supply chains of major automotive companies like Tesla, General Motors, and Volkswagen [3]. Group 2: Market Dynamics - The global power battery market is undergoing structural adjustments, with ternary materials facing dual pressures. The installation volume of lithium iron phosphate batteries is continuously increasing, projected to reach 29 GWh by January 2025, a year-on-year growth of 34% [4]. - Major international automakers are increasingly opting for square lithium iron phosphate batteries for their electric vehicles, which is squeezing the market space for ternary materials in mid-to-low-end models [4]. - The U.S. has imposed tariffs on the Chinese battery supply chain, with comprehensive tariffs on lithium batteries reaching 48.4%, which is pushing Korean battery companies to accelerate their market share in the U.S. [4]. Group 3: Future Opportunities - Chinese ternary material companies are positioned to benefit from the increased market share of Korean companies in the U.S. through indirect access via LGES and SK On [5]. - Despite current operational pressures, high-nickel ternary materials remain essential for long-range electric vehicles and new technologies like solid-state batteries [5]. - LGES has secured a five-year battery supply agreement with U.S. electric vehicle manufacturer Rivian, providing 4,695 cylindrical batteries specifically for Rivian's R2 model [5]. Group 4: Production Capacity Expansion - Dangsheng Technology's joint venture in Finland plans a total capacity of 500,000 tons, including 200,000 tons of high-nickel multi-element materials and 300,000 tons of lithium iron phosphate, with the first phase of 60,000 tons of high-nickel production expected to commence in 2026 [5]. - Rongbai Technology has established multiple production bases globally, including a 20,000 tons/year positive electrode material and a 6,000 tons/year precursor capacity in South Korea, with further expansions planned [6]. - Rongbai Technology has completed the registration of its North American subsidiary and is advancing site selection for a factory in the North American region [7].