点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 1、2025年前 7 月全球电动汽车销量达 1070 万辆,中国占 650 万辆 2、流通协会: 上半年新能源独立品牌经销商经营状况好于传统燃油车品牌 3、"干县万镇"新能源汽车消费季（湖北站）启动 4、全国最大高速充电站在长深高速桐庐服务区投运:40 台超充桩"一秒一公里" 5、华为投资控股有限公司注册资本增至 638.9亿元，增幅达 10% 6、美国提高对进口电动汽车零部件钢铁和铝关税 7、英伟达正在开发新款"中国特供"AI 芯片 B30A 8、前 7个月北京新能源汽车产量同比增长 1.5 倍 9、河南 7月新能源汽车产量激增近 4 倍,锂电池产量翻倍 10、太蓝新能源全固态电池生产基地落地武汉 11、亿纬理能:上半年净利润同比下降24.9% 拟10派2.45元 12、成都经济运行数据出炉:新能源汽车产量增长 326.2% 13、武汉动力电池低碳循环产业创新联合实验室成立 14、国家能源局: 截至 2025年7月底 我国电动汽车充电基础设施总数同比增长 53% 15、蔚来资本等入股新芯航途,后者为自动驾驶芯片设计商 16、吉利短刀电池产能升至行业 ...

扫码体验「睿兽Ａi智能体验」 2.【国内团队首次利用脑机接口实现脑积水精准诊疗】近日，天津大学脑机交互与人机共融海河实验 室与天津市环湖医院牵头，联合首都医科大学宣武医院、天坛医院等国内多家顶尖医疗机构，聚焦解 决脑积水精准诊疗这一国际性难题，共同启动全球首个神经重症脑机接口多中心临床试验。该项目以 脑积水精准诊疗为切口，基于脑机接口联合脑脊液循环动力学技术，将传统脑积水诊断时间从2至3天 缩短到30分钟，标志着脑机接口技术首次突破传统运动和认知功能修复应用范畴，全面走向神经重症 这一全新领域。（财联社） 3.【吉利：已拥有行业最大短刀电池产能】吉利透露旗下的吉曜通行已拥有行业最大的短刀电池先进 产能，目前在全国拥有8大生产基地，到2027年将形成70GWh产能规模。据吉利此前发布的2025年 中期财报显示，上半年新能源总销量超72万，同比增长126%。（钛度车库） 更多智能制造产业资讯 …… 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛 道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一 份产业日报） 1.【面向6G低轨卫星的多天 ...

Group 1 - The automotive industry in China is experiencing intense competition, with major players engaging in public disputes and accusations, highlighting the severity of "black PR" tactics used against competitors [1][2][3] - BYD's rapid growth from 730,000 units in 2021 to over 3 million units in 2023 has positioned it among the top ten global automakers, causing tension with rivals like Great Wall Motors [3][4] - Great Wall Motors has chosen not to engage in price wars, achieving a revenue of 200 billion yuan in 2024, but its sales only increased by 0.2%, indicating a struggle in the domestic market [3][4] Group 2 - The price war in the automotive sector is escalating, with over 200 models experiencing price cuts in 2024, and more than 60 models already discounted in the first four months of 2025 [4][5] - A significant percentage of dealers (84.4%) are selling vehicles at a loss, with 60.4% facing losses exceeding 15% per vehicle, leading to an industry profit margin dropping below 4% [5][6] - The Chinese government is addressing the issue of "involution" in the industry, with multiple ministries calling out the detrimental effects of excessive competition [6][7] Group 3 - Companies are exploring three main strategies to break through the current challenges: technological advancement, high-end market transformation, and international expansion [7][8] - BYD is focusing on technological innovation with its blade battery and DM-i hybrid technology, while Great Wall Motors is pursuing high-end branding despite declining sales in other segments [7][8] - The automotive industry is at a critical juncture, with warnings that without proper cost control and technological barriers, it risks repeating the mistakes of the solar industry, which faced severe losses due to similar competitive pressures [8][9]

Core Insights - Hive Energy Technology Co., Ltd. has been recognized as one of the top 50 innovative companies in China by Forbes in 2022 and ranked 71st in the 2023 Hurun Global Unicorn List with a valuation of 60 billion yuan [1] - The company focuses on the research and development of lithium-ion power batteries, energy storage batteries, solar equipment, and related integrated products, establishing itself as a "new force in lithium batteries" [1] Group 1: Company Development and Innovation - Hive Energy (Wuxi) is responsible for cutting-edge R&D design, marketing planning, and R&D business support, with multiple R&D centers for power lithium batteries and solid-state batteries [2] - The company has established various laboratories and production lines, enabling it to provide R&D samples, technical services, and comprehensive solutions to well-known automotive brands [2] - The first pilot production line was launched in July 2020, featuring fully automated equipment and quality control systems consistent with mass production environments, enhancing its capabilities in new processes and materials [2] Group 2: Technological Advancements - Hive Energy (Wuxi) has successfully eliminated cobalt from the cathode materials of lithium batteries, becoming the first global company to achieve mass production of cobalt-free batteries [3] - The company leads in high-speed stacking technology, long-life solid-state batteries, and AI-driven manufacturing, with its short-blade battery shipments ranking first globally [3] - In 2024, the R&D team announced a semi-solid-state battery with an energy density of 266Wh/kg, featuring a capacity of 150Ah, fast charging capability, and a cycle life of 1800 times, set for mass production in February 2026 [3] Group 3: Corporate Culture and Leadership - The establishment of the Party Committee in January 2023 aims to integrate party building with technological innovation, fostering a "new engine" for innovation [4] - The company has applied for over 10,000 patents and encourages exemplary performance among employees through various initiatives [4] - Hive Energy (Wuxi) is committed to enhancing the technological content and quality of its products, driving high-quality development in the new energy industry [4]

Core Viewpoint - The article discusses the advancements in battery technology showcased by Hive Energy at the 17th Shenzhen International Battery Technology Exchange and Exhibition (CIBF2025), emphasizing the importance of the stacking process for fast-charging and solid-state batteries. Group 1: Stacking Technology - Hive Energy's chairman, Yang Hongxin, believes that the stacking process is the best solution for mass production of fast-charging and solid-state batteries, outperforming the traditional winding process in terms of stress distribution and metal deposition morphology [1] - The stacking process leads to more uniform metal deposition within the cell, making it the only viable technology for mass production of all-solid-state batteries, especially under the brittle conditions of solid electrolytes [1] - Hive Energy has focused on the stacking process since its inception, which began to gain traction in the power battery industry in 2018, contrasting with the well-established winding process [1] Group 2: Innovations in Stacking Process - The most common stacking technologies in the industry are Z-stacking and cut-stacking, while Hive Energy employs a thermal composite stacking technology that allows for eight stations to stack simultaneously, achieving a stacking efficiency of 0.125 seconds per piece [2] - Significant innovations were made in the design, manufacturing processes, production line algorithms, and raw materials to develop the thermal composite stacking technology, fundamentally transforming the entire production chain [2] - More companies are adopting stacking methods for battery production, including Geely's Jiyao Tongxing and GAC Aion's Yinpai Battery [2] Group 3: Fast-Charging Technology - Yang Hongxin highlighted that over 60% of EV/PHEV users charge their batteries to full capacity, while the industry typically focuses on charging times between 10%-80% SOC for EVs and 30%-80% SOC for PHEVs, neglecting the efficiency of the final charging stage [3] - Hive Energy aims to enhance the fast-charging performance at the end stage, achieving a full charge time of 15 minutes for its 4C fast-charging project, with the time to charge from 80%-100% SOC reduced to 5 minutes, a 30% improvement over competitors [3] - The 4C fast-charging project utilizes the stacking process, allowing for higher charging capabilities and features a smart dual-temperature control system for optimal battery charging conditions [3] Group 4: Second-Generation Dragon Scale Battery - The second-generation Dragon Scale battery is the largest hybrid battery globally, featuring a capacity of 65 degrees, supporting 800V fast charging, and a range exceeding 400 kilometers [3] - This battery can charge from 20% to 80% SOC in just 12.1 minutes, with fast charge cycles exceeding 1600 times and supporting 6C ultra-fast charging [4] - The battery incorporates a "thermal-electrical separation" technology to prevent short-circuit risks and meets new national standards with a robust design capable of withstanding impacts of up to 1000J, exceeding the new standards by six times [4] - The second-generation Dragon Scale battery is set for mass production in mid-June 2025, with plans to equip high-end MPVs, sedans, and SUVs [4]

Core Viewpoint - The article highlights the rapid growth and demand for high-density lithium iron phosphate (LFP) batteries, particularly driven by advancements in fast-charging technology and the limited number of companies capable of producing high-density LFP using the oxalic acid iron preparation method [1][5]. Industry Overview - In Q1 2025, China's lithium battery shipments reached 314 GWh, a year-on-year increase of 55%, with lithium iron phosphate cathode material shipments at 760,000 tons, accounting for 76% of total cathode material shipments and achieving a year-on-year growth of 94% [2]. - High-density LFP products are leading the market in terms of orders and profit margins, primarily used in fast-charging power batteries and large energy storage cells [3][4]. Technological Advancements - The oxalic acid iron preparation method is gaining traction, with only 2-3 companies mastering this technology, which is utilized by CATL in its Shenxing battery [5][6]. - The oxalic acid method allows for a single sintering process, resulting in higher purity and better performance compared to the traditional iron phosphate method, which requires multiple sintering and incurs higher energy costs [6][7]. Company Developments - Pengbo New Materials has initiated a new lithium iron phosphate project in Shanxi, with an annual production capacity of 200,000 tons planned to commence trial production in September 2025 [5]. - The company has developed various high-density LFP products, achieving stable mass production and technological leadership in the field [9][10]. Market Positioning - Pengbo New Materials is positioned strongly in the high-density LFP market, with its products already being used in high-end electric vehicles and commercial energy storage applications [12]. - The company has established production bases in Ningxiang and Yangquan, with a total planned capacity of 100,000 tons per year to meet the growing demand for LFP materials [12]. Upcoming Events - Pengbo New Materials will showcase its products at the CIBF 2025 from May 15-17, 2025, in Shenzhen, highlighting its advancements in LFP and manganese iron lithium materials [11][13].

Core Viewpoint - The article discusses the strategic moves of various automotive companies in the battery sector, particularly focusing on the establishment of independent battery divisions and the trend towards self-manufacturing batteries to reduce costs and stabilize supply chains [4][6][7]. Group 1: Company Developments - Geely Holding Group announced the establishment of an independent battery division, Zhejiang Jiyao Tongxing Energy Technology Co., aiming to centralize procurement, research, and manufacturing to lower battery costs and enhance supply chain stability [4]. - GAC Aion established the Yinpai Battery Company in October 2022, with a total investment of 10.9 billion, planning to produce 6GWh in the first phase and reach 36GWh by 2025 [6]. - NIO established NIO Battery Technology (Anhui) in October 2023, focusing on self-research of 4680 cylindrical batteries and lithium manganese iron phosphate composite batteries, with plans for production in 2026 [6]. - Chery Automobile's Yiyi Energy lithium battery project aims for over 40% self-supply rate by 2025, with an initial investment of 8.01 billion [6]. Group 2: Market Trends - The battery industry is witnessing a trend where companies like Geely and GAC are increasing their self-manufactured battery installations, with significant growth in their market shares [7]. - The short-blade battery, known for its standardization and fast-charging advantages, is gaining preference among automotive companies [8]. - Geely's unified battery brand, Shendun Jinzhang Battery, will focus on lithium iron phosphate short-blade technology, with 90% of its total production capacity dedicated to this type [8]. Group 3: Technological Innovations - Honeycomb Energy, spun off from Great Wall Motors, emphasizes the advantages of short-blade batteries, highlighting innovations in structure and manufacturing processes that enhance energy density, safety, and production efficiency [9]. - Short-blade batteries exhibit excellent performance in fast charging, consistency, and longevity, with successful applications in various well-known domestic and international manufacturers [10]. - The ongoing technological advancements in short-blade batteries are expected to expand their applications in high-voltage scenarios and energy storage markets, showcasing superior heat dissipation and low-temperature rise characteristics [10].

"这场整合不是为了对外讲故事，而是为了让吉利先打赢眼前的淘汰赛。" 在全球汽车产业加速向电动化转型的背景下，电池技术的创新与产业链整合已成为车企争夺未来话语权的核心战场。 4 月 2 3 日上海车展期间， 吉利控股集团 正式对外披露了其电池业务整合的关键动作，成立独立的 电池产业集团 吉曜通行 ，将神盾短刀电池与金 砖电池两大技术品牌整合为 "神盾金砖电池" ， "神盾"代表吉利极致的安全系统，"金砖"代表吉利行业领先的电芯技术。 安全平权与爆款电芯的"双重逻辑" 在技术层面，吉利此次整合的核心成果是将神盾电池安全系统与金砖电芯合并为 "神盾金砖电池"，并提出了 "安全平权"与"短刀平权"两大理念 。 安全平权： 郑鑫多次强调， "安全是新能源汽车的底线，不应因车型价格差异而妥协"。 这一动作不仅标志着吉利在动力电池领域的战略升级，也折射出中国车企在全球电动化新周期中，如何通过资源整合、技术聚焦与供应链协同构建核心 竞争力。 吉利控股集团副总裁兼 CSO 郑鑫 向高工锂电表示，此次整合是贯彻吉利控股集团《台州宣言》战略框架下的关键举措，通过 "战略聚焦、战略整 合、战略协同、战略稳健、战略人才" 五大支柱实现 ...

Core Viewpoint - Hive Energy achieved a significant milestone with a total shipment of 5.374 GWh in January and February 2025, marking a 130% year-on-year growth and successfully reaching its "annual doubling" target [1][2]. Group 1: Product Innovation and Market Expansion - The explosive growth in battery shipments is attributed to Hive Energy's continuous efforts in product technology innovation and market expansion, particularly through the widespread application of the short-blade battery and the rapid rise of the off-road market [2]. - The short-blade battery, one of Hive Energy's core products, features a unique design and superior performance, making it a star product in the power battery market. It utilizes an innovative stacking process that offers higher energy density, longer cycle life, and better safety compared to traditional winding processes [2]. - The third-generation short-blade battery, known as the "Bee Walk" short-blade battery, was officially launched on Battery Day in January 2025. Its penetration in the passenger car market continues to rise, with several mainstream automakers, including Geely, Great Wall, and Stellantis, adopting it in their popular models [2]. Group 2: Off-Road Market Performance - Hive Energy has shown remarkable performance in the off-road vehicle segment, recognizing the trend of electrification in this market. The company launched the "Fortress Off-Road Battery," which is characterized by high energy density and safety, tailored to meet the specific needs of off-road vehicles [3]. - In January 2025, the Tank 500 Hi4-Z, equipped with Hive Energy's Fortress Off-Road Battery, was launched and achieved sales of over 130,000 units within a month [3]. - On March 10, 2025, the Great Wall Motors' 2025 Tank 300 Hi4-T was also launched, featuring the Fortress Off-Road Battery. This battery not only offers excellent range and fast charging capabilities but has also undergone rigorous environmental testing to meet various off-road conditions [4]. - The Fortress Off-Road Battery has been successfully installed in models such as Tank 400, 500, and 700 Hi4-T, with total shipments exceeding 265,000 units, positioning Hive Energy as a leader in the global off-road battery market [4][5].

亿纬锂能百亿级电池项目二期启动 1月5日，位于湖北荆门高新区的亿纬锂能超级工厂二期（60B）桩基工程正式启动。该项目是亿纬湖北储能超级工厂项目第二期。一期 （60A）项目在2024年12月10日正式投产，占地约700亩，生产线设计产能达17GWh。 据悉，亿纬湖北储能超级工厂项目总投资达到108亿元，规划总年产能为60GWh，于2023年正式启动，是亿纬锂能在荆门规划投资的第十个厂 区，也是目前业内单体规模最大的储能工厂。主要生产全新一代储能电池，即MB56大铁锂储能电池。 宁德时代吴凯当选2024十大科技新闻人物 1月8日，蜂巢能源第100万套电池包在成都基地正式下线，产品交付量保持持续增长态势，目前各大基地正开足马力，满产运营，确保满产保 交付。其中，蜂巢能源短刀电池2024年交付超27万套，热复合短刀电池在12月单月出货量超5万套，创造了单月历史最高记录。 赣锋锂业又一电池基地签约 1月5日，赣锋锂业新能源产业集群项目正式签约河南。 项目由赣锋锂业投资建设，总投资额约45亿元。项目建设计划分三期，其中，一期建设两条电池包pack（动力及储能）生产线和中原地区退役 电池循环回收利用核心基地，预计年产值6亿 ...