光通信 - Guangxun Technology has achieved the capability for mass delivery of its 1.6T optical module products [1] AR眼镜 - Jiahe Intelligent is collaborating with other clients to develop AR glasses, which are entering the trial production verification stage [1] 机器人 - Haozhi Electromechanical has sent samples for testing to several humanoid robot manufacturers and has achieved initial sales [1] 固态电池 - Funeng Technology has sent samples of its semi-solid batteries to leading global logistics drone clients [1] 液冷 - Jieban Technology is working on product introduction for liquid cooling module business with clients [1] - New Zhoubang indicates that while the market for immersion cooling liquids in liquid-cooled servers is steadily growing, the total volume remains limited [1] 其他 - China Shenhua expects limited impact on coal production from capacity verification [1] - Woge Optoelectronics anticipates that GCP glass-based circuit board products produced by Tongge Micro will enter preliminary mass production applications next year [1] - Zhongqi Co. expects to start production of chlorantraniliprole in the fourth quarter of this year and gradually supply the market [1] - Runjian Co. is involved in the construction and operation of 24 computing power centers in Malaysia and other ASEAN countries [1] - Defang Nano reports a continuous increase in the shipment volume of its fourth-generation high-pressure dense lithium iron phosphate products [1] - Hongli Zhihui has not received significant price increase information in the Mini LED industry [1] - Tongyu Communications has multiple low-altitude economy solutions in the verification stage, with plans to initiate small-scale production upon successful validation [1]

Core Viewpoint - The article discusses the collaboration between Fulian Precision and Chuanfa Longmang in the lithium iron phosphate (LFP) sector, focusing on high-pressure dense LFP technology and its market implications [4][5][6]. Group 1: Event Overview - The 2025 Fifth Start Point Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 11, 2025, in Shenzhen [2]. - The event is sponsored by various industry leaders, including Yadi Technology Group, Tailin Group, and others [2]. Group 2: Collaboration Details - Fulian Precision and Chuanfa Longmang signed a cooperation framework agreement to collaborate on equity and capital, LFP projects, and precursor projects [4]. - They plan to establish a joint venture for a 100,000 tons/year high-pressure dense LFP project and another for a 100,000 tons/year lithium dihydrogen phosphate precursor project [4][5]. Group 3: Market Position and Performance - Fulian Precision has seen significant growth, with a revenue of 8.47 billion yuan in 2024, a 47.02% increase year-on-year, and a net profit of 397 million yuan, marking a turnaround from losses [9][10]. - The company’s high-pressure dense LFP production capacity is expected to increase from 215,000 tons to 300,000 tons within the year [11]. Group 4: Industry Dynamics - The high-pressure dense LFP market is characterized by a few key players, including Fulian Precision and Hunan Youneng, with increasing production capabilities and product offerings [14][19]. - Companies like Defang Nano and Longpan Technology are also advancing their high-pressure dense LFP products, indicating a competitive landscape with diverse technological approaches [15][18].