随着低空经济、具身智能等新兴产业升温，锂电池的应用场景正从新能源汽车向无人机、载人飞行器、 机器人等领域拓展。从时不时传出的合作消息来看，头部电池厂商似乎正在加速布局。宁德时代 （300750.SZ）、亿纬锂能（300014.SZ）、欣旺达（300207.SZ）、赣锋锂业（002460.SZ）等企业纷纷 公开飞行器等电池产品，比亚迪（002594.SZ）也多次参与机器人初创公司融资。 对于电池厂商而言，这些新兴市场究竟有多大价值？比起应用场景更为模糊的机器人，低空经济或许是 更具讨论价值的领域。赣锋锂业有关人士告诉《华夏时报》记者，"飞行器在爬升阶段需要更高能量， 因此需要高倍率电池，安全性更好的固态电池确实具有优势。" 电池开发整体节奏主要集中在动力电池厂商，高能量密度、高充放电倍率和高安全性一直被视为动力电 池发展主线，而这也符合飞行器对电池的理想需求。鑫椤资讯高级研究员张金惠告诉记者，"锂电池新 兴市场的核心点在于锂电池的进一步升级，特别是固态和半固体方向。但真正的高性能无人机和匹配的 高性能电池市场空间其实并不大。目前载人飞行器并不多，各家更多的是处于测试阶段，现在来看5— 10年也难以成为量产货。" ...

2025.07. 01 本文字数：4954，阅读时长大约10分钟 作者 | 第一 财经 刘佳、郑栩彤、陈杨园、王珍 7月1日，踏入国内任何一座繁忙机场的出发大厅，目光所及之处，"充电宝新规"的提示信息 随处可见。机场的语音广播循环往复，值机柜台前立着醒目的提示，机场人员手里高举印有扫 码检查的提示牌，从安检入口前到安检处，一个充电宝需要通过重重人工检查，确认无误后才 能被旅客带上飞机。 此前，民航局6月26号发布紧急通知，明确从6月28号起禁止旅客携带没有3C标识、3C标识 不清晰、被召回型号或批次的充电宝乘坐境内航班。 第一财经记者今日实测和采访、咨询了包括北京、上海、杭州、广州、深圳、石家庄、厦门等 国内十几个城市的机场了解到，新规实施后，多地机场安排了多道环节多次进行充电宝新规的 提醒与人工检查，已有不少旅客因携带没有3C标识或是不合规的充电宝被拦下。 此外，本次充电宝新规主要涉及境内航班，国际航班目前未有相关的规定，有多地乘坐国际航 班的旅客携带了没有3C认证、符合毫安等规定的充电宝，也可顺利通过安检。 对于引发关注的相机备用电池问题，记者询问包括上述十几个城市机场旅客和工作人员，均表 示目前没有相关 ...

第一财经记者今日实测和采访后发现，多地机场均安排了多道环节多次进行充电宝新规的提醒与人工检查。 7月1日，踏入国内任何一座繁忙机场的出发大厅，目光所及之处，"充电宝新规"的提示信息随处可见。机场的语音广播循环往复，值机柜台前立着醒目的提 示，机场人员手里高举印有扫码检查的提示牌，从安检入口前到安检处，一个充电宝需要通过重重人工检查，确认无误后才能被旅客带上飞机。 此前，民航局6月26号发布紧急通知，明确从6月28号起禁止旅客携带没有3C标识、3C标识不清晰、被召回型号或批次的充电宝乘坐境内航班。 第一财经记者今日实测和采访、咨询了包括北京、上海、杭州、深圳、天津、太原、石家庄、厦门等国内十几个城市的机场了解到，新规实施后，多地机场 安排了多道环节多次进行充电宝新规的提醒与人工检查，已有不少旅客因携带没有3C标识或是不合规的充电宝被拦下。 对于安克、罗马仕等不在召回范围且有3C认证的充电宝，在实际操作中，一些机场给予通过，但也有机场存在一刀切的情况。针对无法带上飞机的充电 宝，有部分机场如首都国际机场、深圳宝安机场、厦门高崎机场等提供寄存或机场快递网点邮寄服务。 此外，本次充电宝新规主要涉及境内航班，国际航班目 ...

Core Points - A recent safety incident involving power banks has led to widespread concern and regulatory action, with the Civil Aviation Administration of China (CAAC) prohibiting passengers from carrying non-3C certified power banks on domestic flights starting June 28 [1][6] - Major brands such as Anker Innovations and Romoss have announced recalls of their power banks, with Anker recalling 710,000 units in China and 1.158 million units in the U.S., while Romoss is recalling 490,000 units domestically [2][4] - The recalls are linked to the battery supplier Amperex Technology Limited (ATL), which has had its 3C certification for all battery products suspended or revoked, affecting the supply of certain battery models [4][5] Regulatory Actions - Airports in cities like Shenzhen, Chengdu, and Changsha have explicitly banned the carrying of recalled power bank models, with security checks being intensified for all power banks lacking clear 3C certification [6][9] - Social media reports indicate that many passengers have faced difficulties in mailing back recalled power banks, with several courier companies refusing to accept them due to safety concerns [11][12] Consumer Impact - Consumers have reported challenges in returning recalled power banks, with some being advised to dispose of them in a non-harmful manner, such as submerging them in saltwater [12] - The issue has sparked significant online discussion, with many users expressing frustration over the inability to return or transport their recalled devices [11][12] 3C Certification Importance - The 3C certification, or China Compulsory Certification, is crucial for ensuring product safety and quality, and starting August 1, 2023, lithium-ion batteries and power banks will be subject to mandatory certification [22][25] - Products without 3C certification will not be allowed to be manufactured, sold, or imported after August 1, 2024, highlighting the importance of compliance for manufacturers [22][24]

Group 1 - The event theme is "Battery Swap City, Smart Two-Wheelers," organized by Qidian Lithium Battery, Qidian Sodium Battery, Qidian Two-Wheelers, and Battery Swap [2] - The event will take place on July 10-11, 2025, at the DENGXILU International Hotel in Bao'an, Shenzhen [2] - The Feimaotai Green Energy Storage Intelligent Manufacturing Project in Tianjin Baodi has officially commenced, covering an area of 500 acres with a total investment of 5 billion [2][3] Group 2 - The project is expected to achieve an annual output value of approximately 10 billion after production, aiming to become a "super factory" in the northern region's new energy storage sector [3] - Feimaotai Energy Technology Co., Ltd. holds a 70% stake in the project, which focuses on energy storage products and commercial vehicle batteries [3][5] - The company has established partnerships with major firms such as Envision Energy and China CRRC, enhancing its market presence [3][6] Group 3 - Feimaotai Energy Technology has launched a new 7.8MWh prefabricated energy storage system, featuring a CTP-PACK integrated design that improves space utilization by 15%-20% and energy density to 280Wh/kg [4] - The company also covers various sectors, including power battery systems, drone batteries, and VR headset batteries [5] - Tianjin is increasing its investment attraction efforts in the new energy storage and battery industry, with significant projects in battery, systems, materials, equipment, and recycling [6]

无人驾驶飞行器 (UAV) （通常称为无人机）是一种没有人类飞行员的飞行器。无人机是无人驾驶飞机系统 (UAS) 的一个组成部 分，该系统包括无人机、地面控制器以及两者之间的通信系统。无人机的飞行可以以不同程度的自主性进行：要么由人类操作员 远程控制，要么由机载计算机（称为自动驾驶仪）自主控制。与载人飞机相比，无人机最初用于对人类来说"枯燥、肮脏或危 险"的任务。虽然无人机主要起源于军事应用，但它们的使用正在迅速发现更多的应用，包括航空摄影、产品交付、农业、警务和 监视、基础设施检查、科学、走私和无人机竞赛。 无人机电池是驱动无人驾驶飞行器 (UAV) 或无人机的重要组件。这些电池为电机、飞行控制系统和其他机载电子设备提供必要的 电能。 根据 QYResearch 最新调研报告显示，预计 2 030 年全球 无人机电池 市场规模将达到 2538 百万美元，未来几年年复合增长率 CAGR 为 9.9 % 。 无人机电池 ，全球市场总体规模 全球 无人机电池 市场前 20 强生产商排名及市场占有率（基于 2 023 年调研数据；目前最新数据以本公司最新调研数据为准） 就产品类型而言，目前消费级无人机是最主要的需求 ...

Summary of Zhuhai Guanyu Conference Call Company Overview - **Company**: Zhuhai Guanyu - **Industry**: Battery manufacturing, focusing on consumer and power battery segments Key Points Financial Performance - In Q1 2025, Zhuhai Guanyu reported revenue of 2.498 billion yuan, a slight decline year-on-year. The net profit attributable to shareholders was a loss of 24 million yuan, compared to a profit of 9 million yuan in the same period last year [4][5][42] - The overall performance was impacted by a seasonal downturn in consumer electronics and a decrease in prices due to falling upstream material costs [5][42] Business Segments - **Consumer Battery Segment**: - Q1 2025 consumer battery shipments were approximately 80 million units, flat year-on-year, with a self-supply rate of about 40% [5] - The company expects Q2 shipments to grow by 40%-50% quarter-on-quarter, with an annual target of 120 million units [6] - **Power Battery Segment**: - Revenue in Q1 2025 was around 400 million yuan, more than doubling year-on-year, driven primarily by the Zhikang and drone businesses [5][6] - The power segment is expected to generate 600 million yuan in Q2, with annual revenue projected to be double that of the first half [6][29] Growth Drivers - The start-stop battery business is anticipated to continue its rapid growth, with significant orders from domestic and international clients [7] - The drone business, primarily serving DJI, is expected to exceed 1 billion yuan in total revenue this year, also doubling year-on-year [7][33] Technological Advancements - The company is making progress in smart wearable devices and robotics, leveraging its soft-pack technology and small battery solutions for advantages in energy density and weight [8] - The company aims to capture 30% of the smartphone battery market, up from the current 8%-10%, through technological iterations [3][35] Margin and Cost Management - Q1 gross margin declined due to seasonal factors, increased contribution from lower-margin businesses, and lagging cost pass-through from export tax adjustments [11][12] - The company expects improvement in margins in Q2 as production ramps up and costs stabilize [11] International Expansion - The construction of a factory in Malaysia is progressing well, expected to be operational within 1 to 1.5 years, which will help mitigate export costs to the U.S. due to lower tariffs [9][13][14] - The company is also exploring opportunities in Mexico and India, although these facilities are smaller in scale [13] Market Trends and Customer Demand - The company is well-positioned to meet domestic demand despite trade tensions, with a focus on local suppliers [10][9] - The demand for high-capacity batteries is increasing, with a trend towards larger batteries (6,000 to 7,000 mAh) in the market [36] Future Outlook - The company maintains a positive outlook for Q2 and the full year, expecting significant growth driven by domestic demand and new product launches [6][43] - The focus will remain on enhancing market share in both consumer and power battery segments while managing costs effectively [46] Challenges and Risks - The company faces challenges from fluctuating material prices and the impact of export tax policies, which it is addressing through strategic cost management and communication with clients [24][25] Conclusion - Zhuhai Guanyu is navigating a challenging market environment with a focus on growth in both consumer and power battery segments, leveraging technological advancements and international expansion to enhance its competitive position. The outlook for the upcoming quarters remains optimistic, supported by strong demand and strategic initiatives.

Core Viewpoint - Longhua Energy reported significant growth in revenue and profit for the year 2024, indicating a successful turnaround and strategic focus on expanding its product offerings in the energy sector [1][2][3] Financial Performance - The company achieved an operating revenue of 3.671 billion yuan, a year-on-year increase of 31.26% [1] - The net profit attributable to shareholders was 197 million yuan, marking a substantial turnaround from losses [1] - The net cash flow from operating activities reached 354 million yuan, reflecting a remarkable year-on-year growth of 1066.10% [1] - The weighted average return on equity was 24.45% [1] - The annual distribution plan includes a cash dividend of 5 yuan per 10 shares (tax included) and a bonus issue of 4 shares [1] Business Strategy and Development - The company continues to adhere to the strategy of "strengthening, enlarging, and innovating," focusing on enhancing product price competitiveness, quality, and technology [1] - Longhua Energy has successfully transitioned to a diversified business model, integrating alkaline batteries, high-rate lithium batteries, and polymer lithium batteries into a synergistic and multi-polar development framework [2] - The alkaline battery segment focuses on maintaining existing customers while expanding new orders, showing steady growth [2] - The high-rate lithium battery segment has improved its marketing structure and customer development capabilities, achieving significant scale breakthroughs in various applications [2] - The polymer lithium battery segment has capitalized on market opportunities, with substantial sales growth in 3C digital and IoT terminal batteries, serving major domestic and international brands [2] Research and Development - The company emphasizes a "technology-first, product-leading" philosophy, with a market-driven approach to differentiated product development [2] - Research and development investment for 2024 was 158 million yuan [2] - The alkaline battery segment is exploring new materials, processes, and structures to enhance competitive capabilities [2] - The high-rate lithium battery segment is advancing the development of various battery technologies, including manganese iron lithium batteries and solid-state batteries [2] - The polymer lithium battery segment is focusing on innovative products such as drone batteries and low-temperature rise batteries [2] Future Outlook - The company aims to become a world-class new energy enterprise, focusing on strengthening alkaline batteries, expanding lithium batteries, and innovating special batteries [3] - Longhua Energy plans to optimize its domestic and international layout, enhance operational efficiency, and continuously improve product competitiveness [3] - The company is actively seeking high-quality special battery targets and leveraging synergies to create new growth drivers [3]