本报讯 （记者 苑彩霞） 近日，盐城市在绿色制造和企业创新领域取得双突破。省工信厅公布的2025年 度江苏省绿色工厂、绿色工业园区名单中，盐城市83家企业入选绿色工厂、5家园区入选绿色工业园 区，两项指标均居全省前列。同期，在深圳举办的2025企业科技创新发展论坛上，长城战略咨询发布 《GEI中国潜在独角兽企业研究报告2025》，盐城市4家企业上榜，凸显了该市产业转型与科创培育的 协同成效。 绿色工厂评选聚焦能源低碳化、资源高效化等核心指标。盐城此次入围的83家绿色工厂分布于盐都、东 台、建湖等多地，产业领域涵盖高端装备、新材料、新能源、电子信息、汽车零部件等，形成"多点支 撑、全域协同"的绿色制造发展格局，体现盐城市产业结构优化与绿色升级的深度融合。 潜在独角兽企业是衡量区域创新能级的关键指标。此次盐城入围的4家企业分布于动力电池、智慧物 流、新型半导体等前沿领域：耀宁新能源研发的磷酸铁锂短刀电池通过多项国际严苛测试；中交慧运以 大数据平台整合货运资源；珩创纳米的锂电正极材料出货量全球领先；耀鸿电子的高端覆铜基板性能达 国际先进水平。 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 据极片Lab爆料， 国内软包电池巨头正计划并购某车企旗下主攻磷酸铁锂路线的电池公司（下称"公司 Y"） ，双方高层已进行沟通但尚未谈妥。此次并购由软包巨头背后的国资股东发起，该国资股东与公司Y 所属车企集团同属一地，在当前汽车产业环境下本属双赢策略。 作为国内早期从事电池研发生产的企业，该软包巨头曾获国际知名车企投资并登陆资本市场，但受软包电 池成本高、市场应用优势弱及安全事故影响，其业务量逐年递减。目前国内仅存的两家软包电池生产商 中，一家已解散，人员多被南京LG接手组建磷酸铁锂研究团队；而该软包巨头获国资入主后，为适配方 形磷酸铁锂应用占比提升的市场趋势，亟需补足铁锂产品线，并购公司Y成为必然选择。 公司Y虽隶属于某车企集团，且是集团掌控力最强的电池公司，已布局数十GWh磷酸铁锂 短刀电池 产 能、现有人员约2000人，但处境特殊——集团核心电池研发项目（如固态电池）由集团研究院主导，其 自身无独立话语权，连员工年终奖审批都需集团同意，更像集团的业务部门而非独立子公司。这导致其仅 推出一款短刀产品，市场装 ...

Core Insights - The global electric vehicle (EV) battery installation volume reached 504.4 GWh in the first half of 2025, marking a year-on-year growth of 37.3% [2][5] - Chinese battery manufacturers continue to dominate the market, with a combined market share of 68.9% from six companies, while South Korean and Japanese manufacturers see a decline in their market shares [2][5][8] - The top ten battery manufacturers include six from China, three from South Korea, and one from Japan, with CATL and BYD leading the rankings [3][5] Market Performance - CATL maintained its leading position with an installation volume of 190.9 GWh, a year-on-year increase of 37.9%, capturing a market share of 37.9% [3][5] - BYD's battery installation volume reached 89.9 GWh, growing by 58.4%, with a market share of 17.8% [3][5] - The only company in the top ten to experience a three-digit growth rate was Honeycomb Energy, which saw its installation volume surge by 107.7% to 12.9 GWh [5][7] Regional Trends - The market share of South Korean battery manufacturers collectively dropped to 16.4%, down 5.4 percentage points from the previous year, with LG Energy's growth significantly lagging behind the industry average [3][8] - The decline in demand from major markets, particularly in Europe and North America, has adversely affected the performance of South Korean manufacturers [8][9] Strategic Developments - Chinese companies are increasingly focusing on overseas markets, particularly in Europe and Southeast Asia, while South Korean firms are also expanding their presence in these regions [11][12] - CATL is advancing its global strategy with new factories in Hungary and Indonesia, and a joint venture with Stellantis in Spain [12][13] - The shift towards energy storage solutions is becoming a critical growth area for battery manufacturers, with companies like Honeycomb Energy and CATL expanding their offerings in this sector [15][16] Future Outlook - The demand for energy storage solutions is expected to grow rapidly, driven by the global transition to clean energy and advancements in storage technology [16][17] - Companies are adapting to changing market conditions, with plans to increase local production capacities and reduce reliance on foreign materials [13][14]

Group 1: Battery Industry Developments - BHP has signed preliminary cooperation agreements with CATL and BYD to promote electrification in global mining operations, focusing on battery systems for heavy mining equipment and railway locomotives, as well as building fast-charging infrastructure [2][3] - ExxonMobil's 10GWh energy storage battery project is progressing, with construction expected to complete by the end of the year, aiming for an annual production value exceeding 6 billion yuan once fully operational [4][6] - Honeycomb Energy's global power battery installation volume increased by 110% year-on-year in the first half of 2025, with overseas shipments accounting for 30% of total sales [7][8] Group 2: Material Prices - The price of battery-grade lithium carbonate has risen for nine consecutive days, reaching 64,700 yuan per ton, marking a significant increase of 2,100 yuan over the past five days and 3,990 yuan over the past month [9][10] Group 3: Equipment Innovations - GAC Aion has applied for a patent related to solid-state battery manufacturing technology, which addresses issues of internal short circuits in solid-state batteries during application [11][12] Group 4: International Policies - The UK government is introducing new measures to promote electric vehicle sales, including a £63 million investment in charging infrastructure and a £2.5 billion fund to assist manufacturers in transitioning to zero-emission vehicles [13][14]

Core Viewpoint - Hive Energy is experiencing significant growth due to its successful overseas market penetration and partnerships with major automotive companies, particularly in the electric vehicle sector [1][3][5]. Group 1: Market Position and Performance - Hive Energy has secured a contract for the smart battery project, supplying lithium iron phosphate short blade batteries for both domestic and international markets [1]. - In the first half of 2023, Hive Energy's domestic power battery installation volume was 8.4 GWh, with a market share of 2.8%, showing a year-on-year decline of 0.24 percentage points. However, in the global market, it achieved a remarkable 110.1% year-on-year growth, reaching 10.5 GWh from January to May 2023, with 30% of its shipments going overseas [2]. - The company has supplied 128,000 short blade battery packs to Stellantis and over 110,000 battery packs for BMW MINI, indicating strong demand from European automakers [4]. Group 2: Strategic Initiatives - Hive Energy's "Leading Bee 2030" strategy focuses on enhancing its product matrix by diversifying its offerings in power and energy storage, targeting both domestic and international markets [6]. - The company aims to achieve a cumulative shipment of 16.6 GWh in the first half of 2025, with a long-term goal of reaching 5 GWh in energy storage sales by 2025 and 8 GWh by 2026 [6]. - Hive Energy has established over 200 projects across more than 30 countries, indicating a robust international expansion strategy [6]. Group 3: Competitive Landscape - Despite its positive trajectory, Hive Energy faces increased competition and cost pressures in the overseas market, as major competitors like CATL and others are rapidly expanding their production capacity abroad [7]. - Stellantis and BMW are diversifying their supplier base, with Stellantis planning to invest €4.1 billion in a lithium iron phosphate battery factory in Spain, which could impact Hive Energy's order volume [7].

Domestic News - The Ministry of Industry and Information Technology (MIIT) has opened an online feedback window for small and medium-sized enterprises regarding the payment cycle commitments of key automotive companies, addressing issues such as payment delays beyond the agreed 60 days and unreasonable payment terms [3] - MIIT is soliciting opinions on the safety requirements for fuel cell electric vehicles as part of the revision of national standards, including four mandatory national standards [4][5] - Zeekr has launched a luxury hybrid architecture called Haohan-S, featuring a 900V high-voltage system and a 70-degree 6C hybrid battery with a pure electric range of 380 kilometers [6] - BYD has achieved L4-level intelligent parking capabilities and is providing full liability coverage for accidents caused by its "Heavenly Eye" intelligent driving assistance system during parking [7] - Avita Technology has signed a general agency agreement with Egypt's Kasrawy Group, marking its entry into the African market, with plans to expand into Europe by 2026 [8] - Chery Automobile plans to launch two new SUV models in the UK, optimizing them for the local market [9] - Honeycomb Energy has been designated for the smart battery project, supplying lithium iron phosphate short-blade batteries to both domestic and international markets [11] - NIO has completed its plan for 1,000 highway battery swap stations, connecting 550 cities across China [12] International News - The European Union is investing €852 million (approximately 7.16 billion yuan) to promote the development of electric vehicle batteries, as part of a broader initiative to transition to a competitive and resilient industrial base [13] - Pakistan aims to achieve a 30% penetration rate for electric vehicles in total car sales by 2030, as outlined in its National Electric Vehicle Policy [14] - Stellantis has launched a battery swap service for its Fiat 500 fleet in Madrid, in collaboration with Ample, providing a quick alternative to charging [15] - Waymo has introduced a new service allowing teenagers aged 14 to 17 to ride in its autonomous taxis, starting in Phoenix [16] Commercial Vehicles - Four departments in China are promoting the construction of high-power charging facilities for public transport, logistics, and heavy-duty freight [18] - Major online freight platforms have signed a self-regulatory convention to protect the rights of truck drivers, focusing on issues like timely payment and fair pricing [19] - Chongqing is drafting policies to support the development of intelligent connected new energy commercial vehicles, offering financial incentives up to 20 million yuan for compliant companies [20][21] - Qingling Motors has launched the Lingkun electric truck in Qingdao, targeting urban delivery needs [22]