全面电动化+储能+虚拟电 新京 - 产力加盟真 唐山向韧性城市深度探索 ET DE CHE EIFA FESCHS 要适用手储能领域和商品 交 电网上 SEATHH) Call 0:00 "施工方案优化、工程物资进场，政府部门比我们还急，派专人盯着进度，有问题当场协调。"王雄斌说，这种效率在快节奏的新能源行业里，就是企业的 核心竞争力。 随着产能扩张，企业也在重塑城市的产业生态。在唐山国轩的实验室里，CNAS（中国合格评定国家认可委员会）认证的检测设备正在对动力340Ah电芯 做循环寿命测试，这款单体容量行业领先的电池，已在2024年底装进唐山1137台新能源公交车。而在曹妃甸，国轩高科入股的中冶瑞木生产的高镍三元前 驱体材料，顺着产业链奔向全国；在玉田，从安徽马鞍山迁来的配套企业，正为电池包生产电芯铝壳。 清晨的阳光掠过河北省唐山市路北区西部经济开发区的厂房，唐山国轩电池有限公司的车间里已是一片忙碌。 流水线上，314Ah（安时数）磷酸铁锂电芯正沿着传送带缓缓移动，它们将被组装成储能集装箱，发往海外用户侧储能项目。不远处，工人们正给即将出 厂的电动重卡电池包做最后的检测，这批产品将装配吉利远程的电动重卡。 ...

2025中国汽车论坛昨天（11日）在上海开幕。针对汽车行业反"内卷式"竞争这一热点话题，中国汽车工业协会相关负责人表示，近期政府部门、协会及企业 相继推出一系列有力举措，将进一步促进行业健康有序发展。 0:00 自今年5月底中国汽车工业协会发布《关于维护公平竞争秩序 促进行业健康发展的倡议》以来，汽车行业开启了反内卷的热潮。工业和信息化部等多部门迅 速表态，密集推出系列举措：启动机动车产品生产一致性监督检查，明确支持车企践行60天账期承诺，开通重点车企账期执行情况反映窗口等。企业层面， 数十家主流车企也响应自律号召，通过缩短付款周期、优化经销商返利机制等方式落实行动。 中国汽车工业协会副秘书长 李邵华：这些举措都是为了从根本上解决我们现在的竞争无序问题，这些措施我相信能够在很快的时间内真正见效，推动我们 的市场秩序向有序良性发展。 中国汽车工业协会有关负责人同时表示，我国汽车行业下一步发展需要适应全球化的更大市场，需要更高效、更高质量的供应链体系，包括借助人工智能技 术，数字化技术等科技手段，推动产业高质量绿色发展。 中国汽车工业协会副秘书长 李邵华：需要从国家构建绿色低碳的发展政策体系、法规体系，以及我们企 ...

Industry Information - CATL has commenced construction of a battery joint venture in Indonesia, with a total battery capacity expected to reach 15 GWh, sufficient to power 250,000 to 300,000 vehicles [8] - CATL's CTP 2.0 high-end battery pack production line has been launched at the Seres Super Factory, marking the first local production of battery systems for the AITO series models [8] - Anhui province has achieved a historic breakthrough in new energy vehicle production, with 613,300 units produced in the first five months of 2025, ranking first in the country [8] - Indonesia's President has expressed willingness to collaborate with Chinese partners to promote a comprehensive battery ecosystem project, aiming to make Indonesia the only Southeast Asian country capable of integrated battery production [9] - Gotion High-Tech reported a 71% year-on-year increase in global power battery installations, totaling 369.8 GWh from January to May 2025 [19] Policy Information - Shanghai is advancing a pilot program for the import of used key components for automotive R&D testing, aiming to enhance local automotive companies' R&D capabilities [22] - The Henan Provincial Automobile Association announced a subsidy of 3,000 yuan per vehicle for consumers purchasing new energy vehicles equipped with Huawei's HarmonyOS and Tuling platform [23] - Jinan has initiated its first round of automotive consumption subsidies for the second half of 2025, with a total subsidy amount of 12 million yuan [24] - Six ministries have issued a directive to promote the construction of charging and battery swapping facilities to support the development of new energy vehicles and power batteries [24] - The central government has implemented a set of national standards for electric vehicle battery swapping stations, effective from July 1, 2025, to facilitate the development of the battery swapping industry [27] Company Information - Ideal Auto has surpassed 15,000 supercharging piles and aims to achieve a layout of 4,000 supercharging stations by the end of 2025 [34] - Xiaomi Auto has opened 37 new stores in June, bringing the total to 335 across 92 cities, with plans to open 18 more in July [36] - Dongfeng Nissan's N7 electric sedan has exceeded 10,000 deliveries and has initiated its first OTA update [37] - Zhiji Auto has launched the industry's first tire blowout safety feature upgrade, enhancing vehicle stability during tire failures [39]

Investment Rating - The report does not provide specific investment ratings for the industry segments [2]. Core Insights - The overall strategy emphasizes the evolution of the supply side in the new energy sector, focusing on innovation and avoiding "involution" in the market [3][5]. - The new energy vehicle supply chain is entering a new cycle, with companies like CATL benefiting from collaborations with tech giants like Xiaomi and Huawei [3][21]. - The lithium battery sector is expected to see a positive outlook, with production forecasted to exceed 130 GWh in July, marking a nearly 40% year-on-year increase [4][35]. - The photovoltaic industry is facing challenges due to overcapacity and competition, but recent government measures aim to optimize supply and stabilize the market [5][25]. Summary by Sections New Energy Vehicle Supply Chain - The downstream landscape is evolving, with companies like CATL collaborating with automakers to enhance production efficiency and shorten delivery times [3][27]. - The launch of Xiaomi's YU7 has exceeded expectations, indicating a shift in consumer behavior towards valuing emotional and intelligent experiences in vehicles [21][22]. Lithium Battery Sector - The lithium battery production is projected to grow, with significant investments in high-end products and solid-state technologies [4][35]. - Companies like Fulin Precision and Enjie are expanding their production capabilities, focusing on high-performance lithium iron phosphate and solid-state battery materials [4][31]. Photovoltaic Industry - The photovoltaic sector is expected to confirm a mid-term bottom as supply-side optimization measures are implemented [5][25]. - Major glass manufacturers in the photovoltaic industry plan to reduce production by 30% starting in July to address overcapacity issues [5][25]. Offshore Market Opportunities - Leading companies like EVE Energy are investing in overseas projects, such as a new energy storage project in Malaysia worth up to 8.654 billion yuan [4][22]. - The establishment of independent pricing systems and production capacities in overseas markets is seen as a strategy to enhance profitability [4][22]. AI and New Energy Integration - The integration of AI with new energy sectors is highlighted, with companies exploring innovative applications and market breakthroughs [8][21]. - The report notes the acceleration of controlled nuclear fusion technology, with companies like CFS partnering with Google for future energy supply [8][34].

宁德时代联手问界布局"厂中厂" 宁德时代印度尼西亚合作项目正式动工 据宁德时代(300750.SZ)官微，6月30日，宁德时代在赛力斯超级工厂的两条CTP 2.0高端电池包产线正式投产。这是宁德 时代在重庆布局的首个基地，并首次采用"厂中厂"合作模式，为问界系列车型本地化生产供应动力电池系统。"厂中 厂"合作模式是将核心零部件供应商直接集成到整车制造工厂内部。此前，宁德时代与赛力斯已将合作拓展至零碳领 域，联合打造并成功并网赛力斯超级工厂一期50MWh分布式光伏项目，为工厂提供核心绿色能源。 7月2日，宁德时代官微宣布，近日，由宁德时代子公司普勤时代(CBL)、印尼国有矿业公司ANTAM与印尼电池公司IBC 组成联合体，共同投资建设的印尼镍资源和电池产业链项目在印度尼西亚举行奠基仪式。该项目未来总投资额近60亿美 元，规划年产电池可支持20-30万辆电动汽车，并将进一步拓展至储能领域。据印尼方预测，项目全面投产后，将创造 8000个直接岗位和35000个间接就业机会。 智通财经记者 | 高菁 锂电产业链本周大事： 欣旺达拟赴港上市 7月1日，欣旺达(300207.SZ)发布公告称，为深入推进公司全球化战略，打 ...

深圳市联得自动化装备股份有限公司 投资者关系活动记录表 A2：公司柔性 AMOLED 贴合类设备已经广泛运用国内外知名终端客 户手机折叠屏的量产。公司与国内外多家智能手机知名品牌制造商保持良 好的合作关系，并持续就柔性屏创新性作用开展深入合作。在三折屏供应 链中，公司提供的贴合类工艺设备已形成销售订单并出货。公司作为折叠 屏贴合类设备相关细分市场的领先企业，持续发挥技术领先优势。 Q3：公司在固态电池业务方面有哪些技术储备和进展？ 深圳市联得自动化装备股份有限公司 A3：在新能源设备领域，公司持续增加在锂电池包蓝膜、切叠一体机、 电芯装配、超声波焊接及 Pack 段整线自动化设备等设备上的研发投入，运 用先进的生产工艺、高精度的生产方式、标准化的管理，迅速实现产品突 破，并形成销售订单。固态电池新工艺涉及到的超声波焊接工艺设备已经 出货到客户。 投资者关系活动记录表 | 证券简称：联得装备 | 证券代码：300545 编号：2025-009 | | --- | --- | | 投资者关系活动类别 | █特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | ...

倒计时9天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/ 汇创新能源/ 中兴派能/孚能科技/保力新/创明新能源/多 氟多/博力威/睿恩新能源/诺达智慧/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/亿纬锂能/星 恒电源/先导智能/小安科技/鑫晟达/精锐精密等 零跑 浙江湖州 新能源汽车电池包项目即将投产！ 6月27日，零跑汽车位于 湖州吴兴的动力 电池包项目 迎来关键进展， 首批动力柜设备提前顺利进场并启动安装， 为后续电池产线设备进场 及8月底的全面投产奠定基础。 浙江湖州吴兴零跑汽车新能源汽车电池包项目在今年2月正式开工， 计划总投资15亿元，用地178亩，建设8条车载动力电池产线（模组产线 和PACK产线）、4条电源生产线。 根据规划，2025年零跑汽车将进 ...

Core Viewpoint - The electric tools market is experiencing a significant recovery in 2024, with notable increases in the shipment of drill chucks and lithium batteries, leading to improved gross margins and strong revenue growth in electric tool components. The company is also seeing growth in smart manufacturing orders, indicating potential expansion into the robotics sector [1]. Group 1: Investment Highlights - The company is initiating coverage with a "Buy" rating, forecasting net profits of 283 million, 334 million, and 380 million yuan for 2025-2027, with corresponding earnings per share of 0.63, 0.75, and 0.85 yuan. The target price is set at 13.32 yuan based on a 21X PE ratio for 2025 [2]. Group 2: Financial Performance - The gross margin has improved, with electric tool components revenue showing significant growth. In 2024, the revenue from electric tool components and new energy series accounted for 44.68% and 36.43% respectively, with gross margins increasing by 3.28 percentage points and 14.10 percentage points year-on-year. Domestic revenue decreased by 20.93%, while international revenue increased by 42.27%, with international revenue's share rising by 12.05 percentage points [3]. - The company's total revenue for 2024 is projected at 2.221 billion yuan, a year-on-year decrease of 6.18%, while net profit is expected to reach 300 million yuan, reflecting an 80.31% increase. The gross margin is anticipated to be 25.89%, up by 7.13 percentage points year-on-year, primarily due to a reduction in direct material costs for new energy products [3]. Group 3: Market Trends - The global electric tools market is expected to rebound significantly in 2024, with shipments projected to reach 570 million units, a year-on-year increase of 24.8%. Lithium battery-powered tools are expected to account for 93.4% of cordless tools, with shipments of 2.63 billion units, up 25.4% year-on-year. The global market for drill chucks is projected to reach 321 million USD in 2024, with a CAGR of 5.0% from 2024 to 2031 [4]. - The company is a leading player in the drill chuck industry, with its subsidiary expanding lithium battery products into smart appliances and new electric bicycles. The company is solidifying its core business and collaborating with major industry players [4].

一是"厂中厂"模式直指缩短交付周期 ， 宁德时代带动力电池这一核心部件入驻汽车工厂生产，能够极大缩短供应链反应时间，把交付周期压到最短。 二是对于宁德时代的主机厂绑定， "厂中厂"模式可以让宁德时代将电池技术与整车电池设计、电池管理系统、以及整车平台进行深度协同，助力电池 技术迭代。与此同时，宁德时代与整车企业的配套粘性得以进一步增强。 会议预告 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） 文末扫码报名 电池更深度地参与整车生态与交付闭环，"厂中厂"扩产成为这种产业变化的投射载体。 6月30日， 宁德时代在 赛力斯超级工厂 的两条 CTP2.0 高端电池包 产线 正式 投产 。这是宁德时代在重庆布局的首个基地， 并首 次采用 "厂中 厂"合作模式， 为问界系列车型本地化生产供应动力电池系统。 "厂中厂"模式其实在新能源车产业链里并不新鲜，但对于首次 开启 "厂中厂"扩产的宁德时代，背后释 ...

访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 今日好文 日本｜Asu Capital Partners 完成1号基金终关，押注日本，何以全球？ 港股上半年千亿募资领跑全球，总额已超去年全年 今年以来，港股市场 IPO 呈现井喷式格局。截至6月30日，已有43家顺利上市，而去年同期仅有30家。值得一提的是，今年上半年港股 IPO 募集资金达 1067.14亿港元，已超去年全年的876.77亿港元，同时也创下3年新高。若按交易所排名，港交所 IPO 募资规模位居全球榜首。其中今年5月、6月的募资总额 为572.85亿港元、278.68亿港元。（21财经） 亚马逊 CEO 称尚未看到关税导致价格大幅上涨 亚马逊 CEO 安迪·贾西在周一的一次采访中表示，该公司还没有看到关税导致的价格大幅上涨，并解释了亚马逊及其卖家正在使用的缓解策略。他说："几 个月前，我们做了大量的远期购买，然后我们的很多卖家、我们的第三方销售合作伙伴远期部署了大量库存，以避免围绕关税的不确定性所带来的一些问 题。到目前为止，我们还没有看到价格明显上涨。"（新浪财经） 亚马逊已在全球部署100万台机器人 日本仍是很好 ...