软包电池

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多氟多:公司储能电池已稳定供货于国内外客户
起点锂电· 2025-08-02 06:16
多氟多8月1日在投资者关系平台上答复投资者关心的问题。 投资者提问:能介绍一下贵公司在固态电池领域的进展吗?同时也想知道贵公司在动力电池回收和储能方面的发展状态。谢谢 多氟多回复:您好,公司对固态电池保持高度关注,并具备部分材料产业化的能力;拥有"氟资源→氢氟酸及电子级氢氟酸→氟化锂→六氟磷酸 锂→锂电池"完整的产业链,并通过锂电池回收工艺的技术创新来实现持续降本;公司储能电池已稳定供货于国内外客户,现阶段公司储能订单 在逐步增加,感谢关注。 多氟多正悄然构筑起"氟锂硅硼+固态"四元素+固态电池联动的独特护城河。 新能源电池主营产品包括圆柱电池、软包电池、方形铝壳系锂离子 电池和钠离子电池。主要应用领域为新能源汽车,电动二轮车和三轮车,大规模分布式储能、工商业储能、家用储能系统以及便携式储能等领 域。 公司的"氟芯"大圆柱电池,自主研发"双向泄压"防爆结构提高了安全性,"单侧汇流"提高了装配效率,"全芯CTC结构"提高了可靠性,确保每 一块电池都能达到高品质、高安全性和卓越性能的标准。考虑到客户需求和产品的经济性、可靠性,公司推出从40、42、46到60、65系列产 品,以满足市场对不同电池容量的需求。 此外 ...
5年出货300万组 换电电池“一哥”重磅发布新品
起点锂电· 2025-07-26 06:29
Core Viewpoint - The article discusses the current state and future potential of soft-pack batteries in the electric vehicle (EV) market, particularly in the two-wheeler and battery swapping sectors, highlighting their advantages and ongoing developments despite a declining market share [1][2][26]. Group 1: Battery Types and Market Dynamics - Square batteries dominate the market, while cylindrical batteries are experiencing a resurgence due to advancements in technology [1]. - Soft-pack batteries are facing challenges in market share, with their installation volume in the domestic power battery market dropping to less than 1% from January to May this year [1]. - Despite these challenges, soft-pack batteries retain advantages in lightweight design, heat dissipation, and adaptability, leading companies to explore new applications [2]. Group 2: Challenges in Battery Swapping - Five key pain points in battery swapping products have been identified: offline battery issues, wide vehicle power variations, uncontrollable vehicle conditions, high battery turnover rates, and all-weather operational requirements [5][6][8]. - Companies like Huichuang New Energy are addressing these pain points through innovative PACK solutions that enhance product reliability and performance [9][10]. Group 3: Huichuang New Energy's Innovations - Huichuang New Energy has developed a modular design for their PACK solutions, focusing on protecting battery cells and Battery Management Systems (BMS) [10][12]. - The company has introduced two new product series, with energy densities of 195Wh/kg for cells and 145Wh/kg for PACKs, covering voltage ranges of 48V, 60V, and 72V, and capacities from 20Ah to 100Ah [19]. Group 4: Market Position and Future Outlook - Huichuang New Energy, a subsidiary of Ganfeng Lithium, has shipped over 3 million units in the past five years and is positioned as a leader in the two-wheeler battery swapping market [21][24]. - The company has established partnerships with major players in the market and is expected to continue increasing its market share in the soft-pack battery segment [26].
圆桌讨论:电动自行车电池形态之争?圆柱/方形/软包?
起点锂电· 2025-07-11 11:26
Core Viewpoint - The conference focused on the future of battery shapes in two-wheeled vehicles, discussing the coexistence of cylindrical, square, and soft-pack batteries based on market and user needs [1][3][4]. Group 1: Conference Overview - The 2025 Fifth Two-Wheeled Vehicle Battery Exchange Conference was held in Shenzhen, gathering over 300 industry leaders and 600 executives to discuss advancements in battery technology [1]. - A roundtable discussion on the competition among battery shapes for electric bicycles was a key highlight, featuring experts from various companies [1][3]. Group 2: Battery Shape Discussion - The consensus among industry leaders is that cylindrical, square, and soft-pack batteries will coexist for a considerable time due to diverse market demands and vehicle types [3][4][6]. - Cylindrical batteries are favored for their safety and performance, particularly in electric motorcycles, while square and soft-pack batteries cater to different market segments [4][5][8]. Group 3: Technological Innovations - Innovations in large cylindrical batteries are expected to accelerate their adoption, with companies achieving breakthroughs in mass production techniques [6][7]. - Equipment manufacturers are investing in research and development to enhance battery safety and efficiency, aiming to support clients in the commercialization of new products [7][9].
全固态电池“减压”成功
高工锂电· 2025-06-30 14:08
Core Viewpoint - The breakthrough in solid-state battery technology involves reducing the operating stack pressure from hundreds of megapascals (MPa) to single-digit levels, indicating a significant step towards commercialization and large-scale application [1][2][3] Group 1: Understanding the Breakthrough - There are two types of pressure in solid-state batteries: fabrication pressure, which is high during manufacturing, and operating stack pressure, which is maintained throughout the battery's lifecycle [2] - The goal of the industry is to reduce operating pressure below 10MPa, with automotive OEMs aiming for a stringent limit of 2MPa, aligning with the pressure range of current liquid lithium-ion batteries [3][4] Group 2: Innovations Leading to Low-Pressure Operation - The ability to operate at low pressure is achieved through fundamental solutions to interface issues rather than relying on external pressure [4] - Innovations in materials, such as new solid electrolytes with intrinsic elasticity and deformability, are crucial for reducing dependence on external pressure [4][5] - Interface engineering aims to create self-stabilizing capabilities at the interface, mitigating risks associated with dendrite formation [4][5] Group 3: Structural Design and Future Prospects - Precision structural design, including porous materials and composite electrodes, allows for stress relief and increases effective contact area, replacing the need for external physical compression [5] - Recent advancements suggest the possibility of "pressure-less" operation, with solid-state batteries using halide electrolytes functioning reliably at near-atmospheric pressure [6] - The focus is now on reducing the still high fabrication pressure to optimize production efficiency and lower manufacturing costs, paving the way for widespread adoption of solid-state batteries [6]
孚能科技软包技术突围:从固态“神话”到全场景落地
高工锂电· 2025-06-03 11:12
Core Viewpoint - The article discusses the advancements and strategic positioning of Funeng Technology in the solid-state battery sector, highlighting its focus on soft-pack technology and the development of high-capacity batteries for various applications [3][4][6][7]. Group 1: Solid-State Battery Development - Funeng Technology has made significant progress in developing a 60Ah sulfide solid-state battery, with plans for small-scale delivery to strategic partners by the end of 2025 [3][11]. - The company emphasizes the challenges in the sulfide system, particularly the solid-solid interface contact issues that become more pronounced as cell capacity increases [3][11]. - Funeng's approach combines soft-pack technology with innovative materials and manufacturing processes to overcome these challenges and enhance battery performance [4][5][6]. Group 2: Market Demand and Applications - The demand for electric vehicles (EVs) has surged, with sales surpassing ten million units, leading to a shift from quantity-driven to quality-driven market dynamics [14]. - Funeng Technology has developed four battery solutions tailored to different market needs, including ultra-high performance, cost-effective options, and sodium batteries for various applications [15][17][18]. - The ultra-high performance solution targets high-end vehicles and eVTOL markets, achieving energy densities of 300-400Wh/kg and passing FAA safety certifications [15]. Group 3: Strategic Partnerships and Market Position - In May 2025, Guangzhou Industrial Control Group became the controlling shareholder of Funeng Technology, providing financial stability and enhancing industry collaboration [19][20]. - The partnership strengthens Funeng's integration into the local supply chain, improving competitiveness with companies like GAC and XPeng [21]. - Funeng's international market presence has also grown, ranking third in battery exports in 2024, with significant supply to passenger vehicles and eVTOLs [22]. Group 4: Future Outlook - Funeng Technology is positioned to leverage its soft-pack technology to reshape the energy landscape, expanding from automotive applications to energy storage solutions [24]. - The company aims to accelerate its development in the solid-state battery sector, capitalizing on its technological advantages and market demand [24].
珠海冠宇连放三大招!
起点锂电· 2025-05-23 10:15
Core Viewpoint - Zhuhai Guanyu is exploring new opportunities in the lithium battery sector, particularly through collaborations in soft-pack batteries and advancements in artificial intelligence technology, while facing challenges in profitability and international trade dynamics [1][3][4]. Group 1: Business Transition and Strategy - Zhuhai Guanyu has transitioned from consumer electronics to lithium batteries, with the latter showing significant growth despite initial losses [3]. - The company is focusing on high-safety electrolyte development and high-nickel cathode material modifications to innovate and overcome current market challenges [3]. - The company has slowed down expansion projects in Zhejiang and Chongqing, indicating a cautious approach to potential new technologies like solid-state batteries [3]. Group 2: Financial Performance and Challenges - The company's revenue from power and energy storage business was approximately 980 million yuan, with a loss of about 540 million yuan, highlighting the financial strain despite growth in these sectors [6]. - The gross margin for the power battery business remains negative, although there has been some improvement in 2023 due to economies of scale [6]. - Research and development expenses have increased significantly to nearly 1.5 billion yuan, reflecting the company's commitment to technological advancement [7]. Group 3: International Market Dynamics - Approximately 60% of the company's revenue comes from overseas clients, including major brands like HP, Dell, Microsoft, and Apple, positioning it as a leader in the notebook battery market [8]. - The company has expressed limited exposure to U.S. tariffs, as direct exports of consumer batteries to the U.S. are minimal, but potential cost pressures could arise if products using its batteries are affected [9]. - The company is also expanding its operations in Malaysia, although it faces similar tariff challenges in that market [9].
锂电池企业决战两轮车市场!
起点锂电· 2025-05-22 10:16
Core Viewpoint - The two-wheeler and battery swapping market will become a key battleground for lithium battery companies, with many enterprises preparing for a fierce competition for market share [1] Group 1: Market Trends and Predictions - The electric two-wheeler market is expected to benefit from shared battery swapping, new national standards, and growing overseas demand, leading to trends of electrification, lightweighting, intelligence, and connectivity [1] - By 2030, the battery landscape for electric two-wheelers is predicted to be dominated by lithium, sodium, and lead batteries, with lithium batteries providing higher energy density for lighter vehicles and longer ranges [1] - In 2024, cylindrical batteries are expected to see significant growth, with a projected shipment of 43 GWh, representing a year-on-year increase of 21.5% [1] Group 2: Company Developments - BYD has launched a full range of batteries for two-wheeled and three-wheeled vehicles, with 32 models planned, focusing on lithium iron phosphate batteries [3] - Chuangming New Energy's large cylindrical batteries offer high safety, energy density, and long cycle life, meeting diverse customer needs across multiple applications [4] - Zhongbi New Energy's production capacity for its 32 series large cylindrical batteries reached 1.5 GWh, with plans for further expansion [5] - Funeng Technology has established a strong presence in the electric two-wheeler market, recognized for its soft-pack batteries and compliance with new safety standards [6] - Boliwei focuses on consumer batteries and light-duty power, with its large cylindrical cells compatible with various applications [8] - Xingheng Power dominates over 70% of the domestic two-wheeler lithium battery market with its manganese-based lithium batteries [9] - XWANDA Lithium's strategy revolves around consumer electronics, power batteries, and energy storage, with a focus on adapting to national standards [10] - Hualiyuan's cylindrical batteries are expected to see significant application in new energy two-wheeled and three-wheeled vehicles [11] - Tianneng Group is expanding its product range and focusing on new technologies like sodium and solid-state batteries [12] - Lishen Battery is developing large cylindrical batteries and targeting markets in India and Southeast Asia due to high demand [14] - Pylontech has developed various specifications for electric two-wheeled vehicles, emphasizing high energy density for consumer use [15] Group 3: Regulatory and Market Changes - The introduction of safety standards for lithium batteries marks a significant shift towards compliance in the electric vehicle market [20] - The market is expected to see enhanced battery safety, improved performance, diversified technology, and increased market concentration due to the entry of lithium batteries [20] - The rise of semi-solid state batteries may disrupt the two-wheeler market, with companies like State Power Investment Corporation collaborating to upgrade battery swapping networks [22]
孚能科技研发副总裁姜蔚然:软包电池是低空经济领域的动力首选
Guang Zhou Ri Bao· 2025-05-19 02:33
Group 1 - The core viewpoint is that soft-pack batteries are the preferred choice for various battery solutions, including semi-solid and solid-state batteries, particularly in the low-altitude economy sector [2][3] - The global low-altitude economy market is projected to reach 1,064.46 billion yuan by 2026, with eVTOL being a representative low-altitude transportation tool that has high performance requirements for power batteries [3] - The second-generation eVTOL semi-solid battery from the company is set to enter small-scale production, with an energy density of 320 Wh/kg, supporting 15-minute fast charging and a long pulse power of 10C [3] Group 2 - The company has been a leading manufacturer of soft-pack batteries in China for eight consecutive years, emphasizing the lightweight advantages of soft-pack batteries in the low-altitude economy [4] - The second-generation Plus version of the eVTOL is expected to achieve mass production in 2026, with an energy density greater than 350 Wh/kg [3] - The company is pursuing a dual-path development strategy for solid-state battery technology, focusing on both oxide/polymer composite systems and sulfide systems [3]
双轮驱动构筑智慧能源新生态 欣旺达一季度营收净利同比双增长
Zheng Quan Ri Bao Wang· 2025-04-29 13:45
Core Viewpoint - XINWANGDA has demonstrated strong financial performance in Q1 2025 and throughout 2024, showcasing resilience and growth in the face of industry challenges, driven by a dual strategy of "consumer electronics + smart energy" [1][2][4] Financial Performance - In Q1 2025, XINWANGDA achieved revenue of 12.289 billion yuan, a year-on-year increase of 11.97%, and a net profit of 386 million yuan, up 21.23% [1] - For the full year 2024, the company reported revenue of 56.021 billion yuan, a 17.05% increase, and a net profit of 1.468 billion yuan, growing 36.43% [1] Consumer Battery Segment - The consumer battery segment generated revenue of 30.405 billion yuan in 2024, reflecting a 6.52% growth and maintaining a 54.27% revenue share with a gross margin of 17.65% [2] - Global smartphone shipments reached 1.24 billion units in 2024, marking six consecutive quarters of growth, while the PC market saw shipments of approximately 253 million units, also growing for five consecutive quarters [2] Global Expansion - XINWANGDA is expanding its global footprint with the construction of a manufacturing base in Vietnam, aiming to create a "China R&D + global manufacturing" collaborative network [3] Strategic Emerging Segments - The strategic emerging segment, particularly the power battery sector, saw revenue of 15.139 billion yuan in 2024, a 40.24% increase, with a shipment volume of 25.29 GWh, up 116.89% [4] - The energy storage segment became a highlight with revenue of 1.889 billion yuan, a 70.19% increase, and installed capacity doubling to 8.88 GWh [4] Technological Advancements - XINWANGDA is advancing its technology portfolio, launching its first aviation power battery and making significant progress in solid-state battery development, with the first generation achieving over 300 Wh/kg energy density [5][6] - The company is transitioning from a battery supplier to an energy ecosystem builder, leveraging synergies between consumer electronics and new energy sectors [6]
亿纬锂能江吉兵:大圆柱电池如何重塑新能源汽车产业格局
Zhong Guo Qi Che Bao Wang· 2025-04-29 10:05
Core Viewpoint - The innovation and breakthroughs in power battery technology are crucial for competition in the booming electric vehicle industry, with EVE Energy showcasing strong development momentum in the large cylindrical battery sector [2][3]. Group 1: Technological Innovation - EVE Energy proposed an in-situ upgrade solution for large cylindrical batteries at the 2025 Shanghai Auto Show, allowing for differentiated performance without changing the shell design [2]. - The company has over 20 years of experience in research and production of cylindrical batteries, which supports its technological advancements and production capabilities [5][9]. Group 2: Market Demand and Application - The demand for large vehicles, especially SUVs, is increasing in the Chinese automotive market, and large cylindrical batteries can meet diverse user needs for range and charging time [7]. - EVE Energy aims to enhance the market penetration of large cylindrical batteries in mid-to-high-end vehicles, targeting a penetration rate of 10% to 30% [12]. Group 3: Competitive Advantages - EVE Energy's deep historical accumulation in cylindrical battery technology, complete R&D and manufacturing capabilities, and a differentiated development path provide it with a competitive edge in the market [9]. - The company emphasizes the importance of industry competition in driving technological progress and market development, positioning itself as a leader in the large cylindrical battery sector [12]. Group 4: Safety and Recycling - EVE Energy is actively involved in setting new national standards for battery safety, significantly enhancing the safety requirements for large cylindrical batteries [16]. - The use of ternary materials in large cylindrical batteries offers higher recycling value compared to lithium iron phosphate batteries, providing better economic benefits at the end of the battery's life [16]. Group 5: International Market Strategy - The in-situ upgrade concept of large cylindrical batteries aligns well with international market demands, allowing for efficient use of production lines and reducing risks associated with overseas manufacturing [13]. - EVE Energy is committed to improving battery performance and user experience through innovations such as liquid cooling technology and unique foaming techniques [13][14].