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]

韩系电池巨头SK On拿下首个日本车企客户！ 行业认为，SK On与日产汽车的合作，再一次验证了市场对高能量密度高镍等多元电池的高需 求。即使磷酸铁锂电池向欧美电动汽车市场蔓延，但高端市场对长续航电池的需求会一直存 在。 众所周知，北美市场一直是韩系电池厂布局的主要战场，截至目前，LG新能源、三星SDI、SK On均落地了电池产能。 3月19日消息，SK On宣布与日产汽车签署了一份电池供应合同。协议为期6年，即2028-2033 年期间， SK On将向日产供应总量达99.4GWh的电池。 若以每辆车电池容量为50KWh计算，这一数量大致可满足约200万辆电动汽车的电池需求。 据悉， SK On将为日产汽车供应的电池为高性能高镍软包电池 ，计划在北美地区生产，将用 于日产四款下一代电动汽车，这些车型也将在日产汽车位于美国密西西比州坎顿的工厂生产， 主要面向北美市场。 其中，仅SK On在美国就布局了2家自建工厂和4家合资工厂。2家自建工厂位于美国佐治亚 州，产能超22GWh；3家与福特汽车合资，其中两家在肯塔基州，另一家在田纳西州，合计产 能达到129GWh；1家与现代合资，同样位于佐治亚州，规划产能35G ...