【DT新材料】 获悉，7月10日， 蜂巢能源 重磅发布了"4+1"产品品牌： 堡垒越野电池、蜂行短刀电 池、龙鳞甲电池、远路电池以及大刀储能电池和固态电池 ，覆盖动力、储能、新兴市场等多个领 域。 新兴领域，从半固态到全固态，蜂巢能源持续提升能量密度和本征安全。 78Ah半固态新品单体能量 密度达到360Wh/kg ，主要用于续航里程超长的eVTOL和人形机器人产业。在全固态电池方面， 第 三代热复合飞叠技术 ，简化工艺流程， 生产效率提升100% ，具备量产可行性。 蜂巢能源董事长兼CEO杨红在发布会上透露，预计公司2025年出货量超过 47GWh ，在国内动力电 池装车份额达到3.6%，营收超过 240亿元 ，并在2026年实现扭亏为盈。 电量高达65kWh，采用800V架构，具备5C充电，保证高温55℃下热失控相邻不蔓延，安全性更上一 层楼。此外，还采用热电分离技术和高集成设计，热电分离方便，电芯防爆阀位于底部，定向排气， 喷发物与电气舱绝对分离，降低短路风险，满足高温0热蔓延的要求。高集成"三明治"结构设计，体 积利用率提升5%。 目前，二代龙鳞甲已经批量生产，下半年将搭载多个客户车型实现大批量出货。 ...

Core Insights - The global power battery installation volume reached 221.8 GWh in Q1 2025, marking a year-on-year growth of 38.8% [3] - Chinese companies dominate the global power battery market, holding a combined market share of 67.5% in Q1 2025, up from 60.4% in 2022 [2][4] - CATL remains the largest player globally, with an installation volume of 84.9 GWh, representing a 40.2% year-on-year increase [1][4] Group 1: Market Performance - The top ten companies in global power battery installation volume include six Chinese firms, with a total market share of 67.5% [1][2] - BYD's battery installation volume grew by 62% to 37 GWh, securing the second position [1][5] - The overall market for power batteries is expanding, with significant contributions from Chinese manufacturers [2][5] Group 2: Company-Specific Insights - CATL continues to lead the market, supplying batteries to major global automakers like Tesla and BMW [4][12] - Honeycomb Energy has shown the highest growth rate at 100.2%, driven by a surge in orders and recognition of its short-blade battery technology [1][4] - Gotion High-Tech's battery installation volume surged by 86.6% to 7.7 GWh, indicating strong demand from various automakers [5][19] Group 3: Competitive Landscape - Korean manufacturers, including LG Energy, SK On, and Samsung SDI, have seen a decline in market share, collectively holding 18.7% in Q1 2025, down 4.6 percentage points from the previous year [9][10] - LG Energy's battery installation volume increased by 15.1% to 23.8 GWh, but its market share fell to 10.7% [9][11] - Samsung SDI reported a decline in battery installation volume, primarily due to weak demand for its products [10][11] Group 4: Future Trends and Innovations - The focus on solid-state batteries is intensifying, with companies like CATL and Gotion High-Tech investing heavily in this technology [13][14] - The energy storage sector is emerging as a new battleground for competition, with significant growth potential driven by rising demand for clean energy solutions [15][20] - Companies are diversifying their product lines to include energy storage systems, with LG Energy and CATL making significant strides in this area [18][19]

越野电池 1月8日，蜂巢能源秀出2025年"新打法"！ 第五届蜂巢电池日，杨红新不再论述供求关系、价格预测，而是直接说四个增量市场：新能源越野，超快充EV，燃油商用车、乘用车混动 化，以及长寿命和快充的商用车，并且给出了相应产品： 越野电池、6C电池、HEV电池和远路电池。 增混细分品类——越野电池：依据市场上的越野车的品类推出四种，分别是 城市SUV、泛越野、强越野、超强越野版本 。 越野电池：59度大容量电池、充电功率163kW、快充15分钟、高速行驶120公里、放电功率600kW。截止2025年1月8日蜂巢能源越野电池已搭 载十万辆车。 蜂行短刀电池 蜂巢能源短刀电池：第三代短刀电芯，分为超充版和长寿命版本。 超充版：具有6C充电能力，相比上一代提升100%，8.5分钟充电10%-80%SOC。 长寿命版：大于5000次快充循环，相比上一代提升67%，整车达成15年60万公里。 商用车远路电池 商用车远路电池：由于提升快充和寿命是商用车的迫切需求，蜂巢能源商用车远路电池推出了快充寿命版本以及4C超充版。 快充长寿命版（已上市）：95.7Wh单粒电量，最高匹配574kWh系统电量，3C充电倍率。 4C超充 ...