Core Viewpoint - Company is advancing its battery technology with plans for mass production of second-generation semi-solid batteries with an energy density of 330Wh/kg and third-generation batteries reaching 400Wh/kg, while also exploring solid-state battery technologies with energy densities of 400-500Wh/kg [2] Group 1: Battery Technology Development - Company is developing multiple battery technologies including semi-solid, solid-state, lithium iron phosphate, high-voltage fast charging, and sodium-ion batteries [2] - The company’s products can support high-voltage fast charging, with SPS products achieving a full-system 6C fast charge [2] Group 2: Production Capacity and Profitability - Company has designed production capacities of 15GWh each for its Ganzhou and Guangzhou bases, with some production lines already operational and the rest expected to ramp up in the second half of the year [2] - The company anticipates a significant reduction in unit manufacturing costs as production capacity utilization increases in the second half of the year, leading to improved profitability [2] - Starting next year, as the utilization rate of new production bases increases, the company expects to see enhanced cost reduction effects and a significant improvement in gross margin [2] Group 3: Pricing and Cost Structure - The price of lithium carbonate has stabilized, and the company expects limited room for price reductions in downstream batteries [3] - The company anticipates a slight decrease in the overall average selling price of its products due to a shift in product mix towards lithium iron phosphate [3] - The company is implementing various cost reduction measures across manufacturing, management, and supply chain, which are expected to maintain a high gross margin [3] Group 4: Impact of Tariffs - Company indicated that the impact of U.S. tariffs on its exports and overseas market demand is minimal, with U.S. export revenue accounting for only about 5%-7% in the first quarter of 2024 and 2025 [3]

固态电池方面，公司第二代半固态电池（330Wh/kg）预计2025年量产，第三代半固态电池（400Wh/kg）引入高电导率固态电解质、快离 子环技术、超高镍正极及负极材料表面固态化技术、负极膨胀抑制技术，极大降低电解液用量，电池热稳定性及安全性得到显著提升，当前正 在进行车规级认证及产业化开发。 （ 来源：综合报道） 往 期 回 顾 4月30日，孚能科技披露2024年年报，公司实现营业收入116.8亿元，归母净利润-3.32亿元，同比减亏15.38亿元。据，公司2024年度动 力电池出口销量位居全国第三。 近年来，孚能科技秉承"投产一代、储备一代、开发一代"的技术开发思路。在报告期内，公司产品研发取得多项突破。例如，公司SPS大软包 产品正式量产，实现SPS产品的突破。开发出了超级快充铁锂体系，LFP电池实现超过6C的快充能力，且具备5000次以上循环寿命，兼具高 放电倍率、高能量密度、高安全、低成本特性，适用于PHEV、BEV、储能领域，该产品目前已通过国标认证，已经应用在部分项目上。 01 ｜ GWh订单频现！锂电企业奔向这块"热土" 02 ｜ 新进展！4大电池厂齐聚马来西亚 03 ｜ 隔膜行业再现重磅联 ...

（文章来源：证券日报） 4月30日，孚能科技（赣州）股份有限公司（以下简称"孚能科技"）披露2024年年报，公司实现营业收 入116.8亿元，归母净利润-3.32亿元，同比减亏15.38亿元。据中国汽车动力电池产业创新联盟统计，公 司2024年度动力电池出口销量位居全国第三。 近年来，孚能科技秉承"投产一代、储备一代、开发一代"的技术开发思路。在报告期内，公司产品研发 取得多项突破。例如，公司SPS大软包产品正式量产，实现SPS产品的突破。开发出了超级快充铁锂体 系，LFP电池实现超过6C的快充能力，且具备5000次以上循环寿命，兼具高放电倍率、高能量密度、高 安全、低成本特性，适用于PHEV、BEV、储能领域，该产品目前已通过国标认证，已经应用在部分项 目上。 固态电池方面，公司第二代半固态电池（330Wh/kg）预计2025年量产，第三代半固态电池 （400Wh/kg）引入高电导率固态电解质、快离子环技术、超高镍正极及负极材料表面固态化技术、负 极膨胀抑制技术，极大降低电解液用量，电池热稳定性及安全性得到显著提升，当前正在进行车规级认 证及产业化开发。 展望2025年，孚能科技将针对绿色出行、智慧储能以及 ...