近日多氟多召开业绩说明会，会议中表示今年电池出货量为 3.2GWh ，下半年争取再提升 50% ，全年达到 8.5GWh ，今年公司电池处于 满产状态， 7 月大圆柱电池出货量 880 多万支，预计 8 月可能超过 1000 万支。 材料端方面，氟基新材料和新能源材料营收占比最大，六氟磷酸锂上半年出货量约 2.3 万 -2.4 万吨，预计全年将达到 5 万吨，盈利能力预 计会在下半年呈现回升。 8 月多氟多喜讯不断，月初宣布氟芯大圆柱电池发货创历史新高后，又在月末披露上半年电池与相关材料出货量。 多氟多集中于材料和电池的研发生产，那么今年 六氟磷酸锂价格强势反弹 ，对多氟多来说是好消息。 固态电池方面，多氟多主要关注聚合物、硫化物多元材料路线，并携手国内顶级高校展开实验，目前集中于材料性能优化与降本两个目标的实 现，尚未大规模开展产业化投入。 值得一提的是，公司正积极扩产， 今年 10 月底 将 形成 22GWh 产能， 计划在明 年下半年 提升至 32GWh ，所生产电芯将 搭载于动 力、 小动力 、家储、便携式储能等多个领域。 01 六氟磷酸锂 是 电解液中 最重要的材料，该材料的 纯度 和 稳定性 甚至 ...

Group 1 - CATL won the bid for a 50MW/2GWh energy storage project in Tongliao, Inner Mongolia [3] - On July 16, CATL received an order for a 2.2GWh battery energy storage system from Singapore's Vanda RE [4] - General Motors confirmed it will source lithium iron phosphate (LFP) batteries from CATL for the Chevrolet Bolt model by 2027 [5] Group 2 - EVE Energy's subsidiary signed a strategic cooperation agreement with China Huadian Group for deep collaboration in five areas including new energy project development [6] - EVE Energy and Jinko Solar announced the mass production of a joint energy storage cell factory, expected to supply 5GWh of storage cells annually [8] Group 3 - DFLI reported a record shipment of 8.8 million fluorine core cylindrical batteries in July, a 45% year-on-year increase [9] - Guoxuan High-tech established a new company in Wuhu with a registered capital of 1 billion RMB, focusing on new energy technology and battery recycling [10][11] Group 4 - Zhongxin Innovation increased its registered capital from 2.5 billion RMB to 3.9 billion RMB, focusing on battery manufacturing and recycling [12] - Zhongxin Innovation established a new company in Handan with a registered capital of 4 billion RMB, also focusing on battery manufacturing and recycling [13][14] Group 5 - Fudi Battery is expanding its production capacity with a new project investment of 2.4 billion RMB, aiming for an annual production capacity of 18.48 million battery packs [15] - A new lithium battery production base in Guizhou with a total investment of 250 million RMB is set to produce 2GWh of batteries annually by December 2025 [16] Group 6 - SK On announced a merger with SK Enmove, aiming to streamline operations and reduce debt through a capital raise of 8 trillion KRW [19] - Times New Energy's 20,000-ton lithium iron phosphate project has officially commenced production, marking a significant milestone in the region [21] Group 7 - China's lithium battery anode shipment volume reached 1.269 million tons in the first half of 2025, a 34.7% increase year-on-year [22] - Qinghai Huixin's 20,000-ton annual lithium carbonate project has begun sales, with the first batch meeting battery-grade standards [23] Group 8 - A new 50,000-ton lithium iron phosphate project in Shanxi is set to begin trial production in August, with a total investment of 1.5 billion RMB [24][25] - A new lithium carbonate project in Jiangxi has been approved, with an annual production capacity of 20,000 tons [26] Group 9 - Jiangsu Yinglian signed a strategic cooperation agreement with a well-known cylindrical battery company to enhance battery material performance [27] - Tianmu Xiandai is planning a high-performance silicon-based anode material project with an investment of 15 million RMB [28] Group 10 - Yifei Laser's lithium battery manufacturing headquarters project has topped out, with a total investment of approximately 500 million RMB [30] - The Chint New Energy Equipment Manufacturing Project has been signed in Jiangsu, with a total investment of about 5 billion RMB [31] Group 11 - Xianhui Technology received a 700 million RMB equipment order from CATL, expected to positively impact its performance in 2025-2026 [32] - A 14,000-ton lithium battery recycling project has been approved in Xinyu, focusing on the recycling of lithium iron phosphate batteries [34] Group 12 - A 30,000-ton retired lithium battery recycling project is set to be established in Sichuan, aiming to create a leading recycling system in the region [35][36]

Core Viewpoint - Multi-Flor's core product, the fluorine core cylindrical battery, achieved a record shipment of 8.8 million units in July, representing a 45% year-on-year increase, with expectations to exceed 9.5 million units in August, maintaining its leadership in the domestic cylindrical battery market [2] Group 1: Market Performance - The shipment volume of the fluorine core cylindrical battery is a third-generation product that integrates multiple industry-leading technologies, achieving top-level safety and a 15% increase in energy density compared to the previous generation [5] - The global new energy industry is experiencing explosive growth, with China's lithium battery shipments reaching 314 GWh in Q1 2025, a 55% year-on-year increase, and energy storage battery shipments surging by 120% [7] Group 2: Technological Innovation - Multi-Flor has established significant technological barriers and market influence in the new energy battery sector through its complete industrial chain advantage from "materials to lithium batteries to recycling" [4] - The company’s self-developed lithium hexafluorophosphate material has deeply integrated into the global lithium battery industry chain, showcasing continuous process iteration and cost optimization [4] Group 3: Strategic Focus - The company emphasizes a strategic direction of "focusing on the main business and technological breakthroughs," aiming to enhance market competitiveness through continuous investment in material research and development [9] - Multi-Flor plans to accelerate the large-scale application of cylindrical batteries in battery swapping and energy storage scenarios while expanding its overseas market presence [9] Group 4: Future Outlook - Multi-Flor aims to become a global leader in the new energy battery sector by 2030, focusing on research and development and building an ecological closed loop of "materials-batteries-recycling" [10]

Core Viewpoint - The company, Duofuduo, has achieved a record high shipment of its core product, the fluorine core cylindrical battery, with 8.8 million units shipped in July, representing a 45% year-on-year increase, and expects to exceed 9.5 million units in August, maintaining its leadership in the domestic cylindrical battery market [1]. Group 1: Product and Technology - The fluorine core cylindrical battery is the company's third-generation product, integrating multiple industry-leading technologies, including extreme safety features, cost optimization, and superior performance [3]. - The battery employs a dual-direction pressure relief valve design to quickly adjust internal pressure during abnormal conditions, significantly enhancing safety [3]. - The unique electrolyte additive formulation improves battery stability in extreme environments, with a 15% increase in energy density compared to the previous generation and a cycle life exceeding 2000 times [3]. Group 2: Market Demand and Capacity - The company's production capacity aligns well with market demand, catering to mainstream markets such as electric two- and three-wheelers, electric motorcycle battery swapping, and commercial energy storage, while also supporting high-end overseas customer orders [4]. - The global new energy industry is experiencing explosive growth, with China's lithium battery shipments expected to reach 314 GWh in Q1 2025, a 55% year-on-year increase, and energy storage battery shipments surging by 120% [4]. - Duofuduo has become a core supplier for leading automotive companies and is deeply involved in several large-scale domestic energy storage projects [4]. Group 3: Strategic Focus and Innovation - The company emphasizes a strategic focus on its core business and technological breakthroughs, aiming to achieve excellence through innovation and management optimization [5]. - Continuous investment in material research is translating into market competitiveness, with new lithium salts like FSI and sodium hexafluorophosphate entering mass production, laying the groundwork for next-generation technologies [5]. - The company is also enhancing its competitive edge through lithium battery recycling technology, ensuring comprehensive lifecycle management [5]. Group 4: Future Outlook - The company plans to increase R&D investment and drive upgrades in cylindrical batteries through technological innovation, aiming to become a global leader and standard setter in the new energy battery sector by 2030 [6]. - The company will leverage its production bases in Jiaozuo and Nanning to accelerate the construction of a "materials-battery-recycling" ecological closed loop [6].

Core Viewpoint - The company is actively advancing in the solid-state battery sector and has established a complete industrial chain for lithium batteries, focusing on cost reduction through innovative recycling processes and increasing orders in energy storage [3][4]. Group 1: Solid-State Battery Development - The company maintains a strong focus on solid-state batteries and has the capability for partial material industrialization, having patented polymer solid electrolytes in 2017 and oxide solid electrolytes in 2021 [4]. - The company has completed internal testing of semi-solid battery materials, meeting safety performance standards, and has established a pilot production line for solid-state batteries, currently undergoing technical validation and optimization [4]. Group 2: Lithium Battery and Energy Storage - The company has a complete industrial chain from fluorine resources to lithium batteries, including hydrogen fluoride and lithium hexafluorophosphate, which supports its lithium battery recycling process [3]. - The company's energy storage batteries are steadily supplied to domestic and international customers, with a gradual increase in storage orders [3]. Group 3: Product Offerings and Innovations - The company's main products in the new energy battery sector include cylindrical batteries, soft-pack batteries, square aluminum shell lithium-ion batteries, and sodium-ion batteries, catering to various applications such as electric vehicles and large-scale distributed energy storage [3]. - The "Fluor Core" large cylindrical battery features a self-developed "bidirectional pressure relief" explosion-proof structure, enhancing safety, and a "single-sided busbar" design that improves assembly efficiency [3].

Group 1: Battery Innovations - Lithium titanate materials create a "fuse protection wall" for enhanced safety in batteries [1] - JinChuan Group showcases a closed-loop model for battery materials, featuring nine types of cathode materials [2] - CATL's sodium-ion battery maintains 90% usable capacity at -40°C, with an energy density of 175Wh/kg [2] - CATL's dual-core battery architecture allows for different chemical systems to meet various driving needs [2] Group 2: Battery Safety - Huzhou Yongxing Lithium Battery Technology's lithium titanate batteries feature a "self-fusing" protection mechanism to prevent short circuits [3] - The unique "bidirectional" pressure relief structure of the "Fluorine Core" cylindrical battery prevents thermal runaway [4] - The "Fluorine Core" battery's single-sided current collection design reduces manufacturing costs and improves efficiency [4] Group 3: Battery Recycling - The call for green and low-carbon development in the battery industry emphasizes the importance of battery recycling [5] - CATL's one-stop battery recycling solution achieves a 99% recovery rate of battery components, with nickel, cobalt, and manganese recovery rates at 99.6% and lithium at 93.8% [5] - The global battery material production is expected to be half from recycled lithium and half from lithium ore by 2042 [6] - JinChuan Group is advancing its waste battery recycling system, while XinWangDa showcases its intelligent production line and green lifecycle [6]

Group 1: Event Overview - The third China International Supply Chain Promotion Expo (Chain Expo) opened on July 16, showcasing over 30 enterprises and institutions focusing on key technologies and products in the automotive supply chain, particularly in electrification, intelligence, and connectivity [2] Group 2: Intelligent Automotive Innovations - AI themes were prevalent throughout the event, with companies like Hezhima showcasing their intelligent chip products, indicating a deeper understanding of automotive intelligence among supply chain players compared to previous years [3] - Xiaopeng Motors emphasized its goal to become a global AI automotive company, featuring flying cars and land carriers at its booth, attracting attention from international exhibitors [3] - Tesla highlighted its ecosystem approach, presenting robots, vehicles, and super factories, reinforcing its identity as an AI and robotics company [3][4] Group 3: Collaboration in the Automotive Industry - The automotive supply chain is increasingly focused on collaboration, with Qualcomm's global vice president noting that open cooperation in the global supply chain supports business development [4] - Companies like Hunan Shibit Robot showcased advanced technologies such as the PaintPro system for real-time 3D vehicle condition monitoring, demonstrating innovation in production processes [4] Group 4: Electrification Focus - The core components of electrification—batteries, electric control, and motors—were prominently featured, with companies like DFD New Energy showcasing their third-generation large cylindrical batteries [5] - Bosch presented localized innovations in energy power, motion control, and driving assistance systems tailored for the Chinese market [5][6] Group 5: Upstream Supply Chain Development - The event saw increased participation from upstream players in the automotive supply chain, with companies like Bettery and Wacker Chemie unveiling new technologies and products [7] - Bettery introduced a pioneering negative electrode material solution addressing industry challenges, while Wacker showcased several new materials for automotive applications [7] Group 6: Diverse Fuel and Connectivity Innovations - Geely Motors highlighted its exploration of multi-fuel technologies, including methanol vehicles and hydrogen power systems, attracting significant interest [8] - The Liyang Intelligent Connected Vehicle Pilot Zone demonstrated advancements in smart connectivity, including a testing ground for autonomous vehicles [8] - The event illustrated a vibrant automotive industry in China, with a wide range of participants and innovations across the entire supply chain [8]

4月17日至19日，第十五届丰县电动车展览会在丰县新能源车辆产业园隆重举行。作为新能源电池领域的佼佼者， 多氟多新能源科技有限公 司携 氟芯 大圆柱电池精彩亮相 ，吸引了众多参展商和观众的目光。多氟多总经理李云峰带队参展并发表致辞。 本次展会汇聚1000+全球品牌，六大展区、八大展馆覆盖全产业链，80000平方米展示中国智造硬实力。 四场国际采购对接会链接越南、欧 美等40国市场，10万+采购商共拓万亿级绿色出行蓝海，让世界生意触手可及。 总经理李云峰在致辞中表示，多氟多始终坚持创新引领，打造了独有的从"材料→锂电池→锂电池回收"完整产业链，形成了"新材料支撑新能 源 新能源牵引新材料"的发展思路。 自主研发的锂电池材料六氟磷酸锂，打破了国外垄断。 现在，全球每三块锂电池就有一块用的是多氟多 的六氟磷酸锂。 此外，多氟多还系统研发了FSI、六氟磷酸钠、二氟磷酸锂等一系列新型电解质锂盐。 在材料体系支撑下，多氟多成功进军新能源，自主研发了大圆柱及方形电池等产品，广泛应用于新能源乘用车，轻型车及储能领域。 目前拥 有焦作、南宁两大生产基地，锂电池产能13.5GWh，成为奇瑞、五菱、爱玛、金彭等车企的主要供应商。 ...

3 月 28 日，在上汽通用五菱 2025 "一二五"全球产业创新科技平权大会上， 广西宁福新能源科技有限公司凭借其与五菱的紧密合作及氟芯 大圆柱 电池技术的创新突破，荣获 "优秀响应奖"。 这一奖项不仅是对宁福 新能源 快速响应市场需求的肯定，更标志着氟芯 大圆柱 电池技 术将加速推动新能源汽车产业向智能化、高质量发展。 宁福新能源 与上汽通用五菱的合作由来已久。作为上汽通用五菱的优质合作伙伴， 宁福新能源 电池产品已批量供货五菱旗下多款畅销新能源 车型。特别是 60130圆柱电池，自2022年6月至今，累计装车量已超过50万辆，为五菱新能源汽车的快速发展提供了坚实的动力支持。此次 荣获"优秀响应奖"，正是对双方在新能源汽车领域深度合作、协同创新取得显著成果的肯定。 第三代氟芯大圆柱电池凭借其创新技术赢得市场认可。电池采用双向泄压防爆阀设计，显著提升安全性；单侧汇流设计优化空间布局，提高装 配效率；全系 CTC结构通过"热电分离"设计、热失控防护及高效成组效率，提升能量密度和整车性能。 此外， 公司融入智能制造理念，实 现生产精准控制和高效运行，确保电池品质持续优化。 展望未来， 宁福新能源 将继续秉持供应 ...