Core Viewpoint - The article highlights the significant achievements of Honeycomb Energy, including its first quarterly profit in Q4 2025 and a total shipment volume of 41 GWh, representing a 53% year-on-year growth compared to 2024, surpassing the industry average growth rate [2]. Group 1: Performance Metrics - In the first eleven months of 2025, Honeycomb Energy ranked ninth globally in power battery installation, with overseas installation growth reaching 321%, making it one of the fastest-growing battery companies worldwide [2]. - The company secured over 7 new designated customers and more than 25 new projects in 2025, including partnerships with Hyundai, Vinfast, Smart, and others, with deliveries starting in 2025 [2]. Group 2: Product Highlights - The "Short Blade" battery, launched in 2022, has gained significant market recognition, with cumulative shipments exceeding 1 million units, making it one of the fastest-growing battery categories [3]. - Notable vehicle deliveries include over 80,000 units of Haval plug-in hybrids and over 30,000 units of Ora pure electric vehicles [3]. Group 3: Global Expansion and Strategy - Honeycomb Energy has signed strategic cooperation agreements in Germany and India to establish localized supply chains and service systems, aiming to reduce transportation and operational costs [5]. - The company targets a battery shipment of 61 GWh in 2026, a 50% increase year-on-year, and aims to achieve profitability for the full year [7]. Group 4: Technological Innovations - New product developments include the Fortress 2.0, a hybrid battery pack with a capacity of 80 kWh and a peak fast charging capability of 6C, suitable for D-class hybrid vehicles [8]. - The company is also focusing on the energy storage market with advanced battery cells, such as the 588Ah and 684Ah cells, which have high cycle life and efficiency [9]. Group 5: Future Outlook - The global electric vehicle market is expected to exceed 30 million units in 2026, with increasing penetration rates, while emerging markets in Southeast Asia and South America are anticipated to experience rapid growth [6]. - Honeycomb Energy expects to maintain high growth in orders, with over 30 new vehicle models and a continued overseas shipment ratio exceeding 30% [10]. Group 6: IPO Plans - Honeycomb Energy is actively advancing its latest IPO plans, indicating a strategic move towards capital market engagement [11].

1、 3.5代离子振荡脉冲充电技术： 满充时间较第二代缩短25%，无需额外成本提升，计划2026年第三季度量产。 2、 大容量HEV动力电池： 电芯容量达全球最大的10.8Ah，支持62C脉冲放电、47C脉冲充电，循环寿命超4万次，电量 覆盖3.6-7.3kWh，首款产品将于2026年Q3上市，助力燃油车智能化升级。 堡垒2.0： 80kWh增混电池，支持6C充电，10%-80%充电仅需10分钟，2026年3月量产； 蜂行短刀2.0： 支持800V快充，第二代实现12C充电，8分钟完成10%-80%充电； 半固态电池： 100kWh，6C充电10分钟，2026年Q3装车； 主机厂电芯采购：兼顾性能和成本 比亚迪出海：发力东南亚 3、5款新电池产品发布： 4、半固态技术路线明确： 已建成2.3GWh专用产线，第一代270Wh/kg电芯进入C样试制，2026年实现量产爬坡；规划开 发400Wh/kg及更高能量密度产品。 此外，蜂巢能源宣布2025年第四季度首次实现季度盈利，标志经营拐点到来。 往期推荐 加入社群 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货 报告和精准人脉。 CA ...