Battery - CATL supports the operation of the first pure electric passenger ship "Yujian 77" in China, which utilizes CATL's marine battery system, providing a zero-emission and low-noise experience for tourists, marking a significant step towards green transformation in the maritime tourism industry [2][3] - BYD Energy signed a strategic cooperation agreement with CCS Wuhan, aiming to advance green ship technology standards and establish a joint laboratory for battery-powered ship safety research, focusing on battery system innovation and industry standards [4] - ZK Electronic has obtained a patent for a solid-state battery capable of high-rate charging and discharging, continuing its research and application development in solid-state battery technology [5][6] - Ganfeng Lithium established Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. with a registered capital of 200 million RMB, focusing on renewable energy technology and independent energy storage development, indicating Ganfeng's expansion into the energy storage sector [7] - QuantumScape Corporation expanded its strategic cooperation with PowerCo SE, with an investment of up to $131 million (approximately 956 million RMB) to accelerate the development of solid-state battery technology [9] - CATL signed a strategic cooperation agreement with the government of Jiyuan City, focusing on the development of the new energy industry and energy storage technology applications [10] Materials - A 10,000-ton silicon-carbon anode material project in Yichang, Hubei, has been publicly announced, with a total investment of approximately 1 billion RMB, aiming for an annual production capacity of 10,000 tons [12] - Jiayuan Technology and South China University of Technology established a joint research center for high-performance environmentally friendly electrolytic copper foil, initiating projects on interface mechanisms and functional materials [14][15] - Sichuan Luocheng's solid-state battery binder is currently in the small-scale testing phase, with positive results from lithium battery electrolyte additive tests, achieving ton-level production supply [16] Battery Recycling - Tianli Lithium Energy announced an investment of 30 million RMB to establish Guangxi Tianli Advanced Energy Research Co., Ltd. in collaboration with other investors [20]

Core Viewpoint - CATL is progressively building a comprehensive zero-carbon shipping solution, with significant projects in various maritime sectors, including luxury cruise ships and electric tugboats [1][2]. Group 1: Electric Vessels - The first pure electric passenger ship in China, "Yujian 77," has officially launched in Xiamen Bay, featuring CATL's battery system that ensures zero emissions and low noise for a high-quality tourism experience [3]. - The battery system on "Yujian 77" utilizes CTP technology and integrated CCS technology, achieving an energy density of over 140Wh/kg, with a total power capacity of 3918kWh, enabling a range of 100km [3][4]. - The operation of "Yujian 77" is expected to reduce fuel consumption by nearly 250 tons and cut CO2 emissions by over 400 tons annually, equivalent to planting over 20,000 trees [4]. Group 2: Hydrogen-Electric Tugboats - The first hydrogen-electric tugboat in China, "Hydrogen Tug 1," has been put into service at Qingdao Port, representing the largest horsepower and lithium battery capacity in the domestic market [5][6]. - "Hydrogen Tug 1" features a lithium battery capacity of 7838.88kWh, an energy density of 140Wh/kg, and a maximum output power of 5200kW, allowing for over 12 hours of operation at a speed of 9 knots [6]. - The introduction of "Hydrogen Tug 1" is projected to reduce CO2 emissions by 1500 tons annually, contributing significantly to the establishment of a zero-carbon port in Qingdao [7].