12月12日，工业和信息化部联合商务部、海关总署印发《关于优化锂亚硫酰氯电池进出口监管措施的通 知》，自2026年1月1日起，第三类监控化学品中，亚硫酰氯灌装含量不超过1千克的单个锂亚硫酰氯电 池或电池组，无需办理《监控化学品进出口核准单》和《两用物项和技术进出口许可证》，其他锂亚硫 酰氯电池或电池组仍按相关规定办理进出口审批。 锂亚硫酰氯电池作为高能量密度、长贮存寿命的一次电池，比能量可达590W·h/kg和1100瓦时/立方分 米，广泛应用于智能仪器仪表、医疗器械、科研仪器等领域。目前，中国已形成较为完整的锂亚硫酰氯 电池产业链，上游原材料如金属锂、亚硫酰氯、碳材料及特种隔膜基本实现国产化。博研咨询报告显 示，2024年中国锂亚硫酰氯电池总产量达6.8亿只，市场规模约125亿元人民币。 股票频道更多独家策划、专家专栏，免费查阅>> 出口方面，2024年中国锂亚硫酰氯电池出口额达35亿元人民币，同比增长18.2%，主要出口欧美、东南 亚及中东地区，美国是最大出口目的地，占30%，德国和日本分别占15%和12%。 责任编辑：安东 下周有14只个股解禁市值超1亿元，燕东微、林泰新材、盛新锂能解禁市值居前，分别为 ...

Core Viewpoint - EVE Energy is pursuing an H-share listing in Hong Kong to enhance its capital strength, competitiveness, and international brand image, similar to CATL's strategy for international expansion [1]. Financial Performance - In 2024, EVE Energy is projected to achieve revenue of 48.615 billion, a slight decrease of 0.35% year-on-year, with a gross margin of 17.14%. The net profit, excluding non-recurring gains and losses, is expected to be 3.162 billion, reflecting a growth of 14.76% year-on-year [1]. - The revenue from energy storage batteries is anticipated to be 19.027 billion, up 16.44% year-on-year, while revenue from power batteries is expected to decline by 20.08% to 19.167 billion, with gross margins of 14.72% and 14.21%, respectively [1]. Shipment and Market Position - In 2024, EVE Energy's energy storage battery shipment is expected to reach 50.45 GWh, marking a significant increase of 91.90% year-on-year, securing the second position globally. Power battery shipments are projected at 30.29 GWh, a growth of 7.87% year-on-year, with a 12.15% market share in the domestic commercial vehicle battery sector, also ranking second [2]. - The company has achieved notable growth in consumer battery segments, with significant increases in the shipment of lithium thionyl chloride batteries and battery capacitors, as well as a monthly production surpassing 10 million units in cylindrical batteries [2]. Research and Development Focus - EVE Energy is focusing on several key R&D projects, including batteries for eVTOL aircraft, humanoid robots, medical applications, all-solid-state batteries, sodium-ion batteries, and new generation smart battery technologies [2]. - The company is advancing in the solid-state battery sector, planning to launch high-power, high-environmental-resistance, and absolutely safe all-solid-state batteries by 2026, and a 400 Wh/kg high-energy-density version by 2028 [2]. Production Capacity and Expansion - By 2025, EVE Energy's global production capacity is expected to exceed 400 GWh, with major bases located in various regions including Hubei, Guangdong, Sichuan, Yunnan, Liaoning, Jiangsu, and Qinghai [3]. - The company is also establishing overseas production facilities, including a 20 GWh cell factory for BMW in Europe and a joint venture factory in the U.S. with Cummins, along with a cylindrical battery production line in Malaysia expected to reach 680 million units annually by early 2025 [3].

亿纬锂能(300014.SZ)抢占人形机器人赛道先机，丰 富技术储备助力锂电池龙头获得卡位优势 "公司的产品有在人形机器人上应用吗？"在近期的互动平台上，这是电池企业需要解答的投资者问题之 一。市场关注的背后，全球人形机器人量产进程提速，动力电池正迎来新一轮机遇。 不过，也并非所有电池企业都能"分一杯羹"。中国能源报指出，随着人形机器人应用场景不断拓展，对 电池性能提出更高要求，锂电产业打开新增长点的同时，也面临着技术考验。这也意味着，头部电池企 业凭借在锂电池技术领域的领先优势，有望率先获益。 无独有偶，摩根士丹利在近期发布人形机器人百强榜单，梳理出人形机器人产业链中的大脑、身体以及 集成三大核心环节中的核心企业，电池部件中，国内仅有2家企业上榜，亿纬锂能（300014.SZ）便是其 中之一。 实际上，对于开头提到的问题，亿纬锂能在3月上旬曾在互动平台上有过透露——公司已接洽头部几家 人形机器人客户及车系客户需求，主要产品涵盖人形机器人、机器狗，其中部分客户已经完成样品交付 和组装。 为机器人供能，电池行业或迎新一轮爆发式增长 2025年有望迎来人形机器人商业化量产元年。中信证券预测，2025年全球范围内人 ...