格隆汇9月29日丨永泰能源(600157.SH)在互动平台表示，所提及的公司所属新加坡公司Vnergy相关核心 技术突破信息真实。Vnergy充分发挥海外科研优势，与新加坡国立大学储能团队合作，持续聚焦钒液流 电池先进核心技术研发，目前各项研发工作进展顺利，其中：第一代正极固体增容材料已完成多功率电 堆测试，用于5kW系统的产品已经在生产中；第二代正极固体增容材料和负极增容材料研发也在按计划 顺利推进中，其商业化落地后将实现良好收益并促进公司估值进一步提升。 ...

然而，现实却不尽人意。早在 7 月初，慕尼黑地方法院就因 "过度负债" 启动了自行管理的破产程序。 Alper 指出，公司面临 "许多困难"，他提到 " Northvolt 和其他电池公司的失败让投资者心存疑虑 "。 此前，被视为欧洲版 "宁德时代" 的 Northvolt 在烧光大量融资后申请破产保护，其面临技术难题、原材 料短缺、产能不足等困境，最终资金耗尽走向破产，这无疑给整个电池行业投资环境带来负面影响，也让 Voltstorage 的融资之路倍加艰难。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：锂电派 2025 年 8 月 27 日， 德国铁盐电池企业 Voltstorage 宣布即将关闭 。据公司内部消息人士透露，由于 未能成功筹集新一轮资金，公司正逐步停止运营，以此避免走向破产。值得注意的是，公司目前资金尚未 耗尽，做出停止运营的决定旨在偿还 "公司义务"，从而规避破产风险。 公司首席技术专家 John Alper 在 LinkedIn 上发文，称这是悲伤的一天，标志着将 铁盐电池 作为一种 经济高效、环保且持久的存储技术推向市场的梦想 ...

Group 1: Rongke Energy - Rongke Energy has developed the world's first 100 MW large-scale vanadium flow battery energy storage demonstration project, which serves as a technical benchmark in long-duration energy storage [12] - The company has established a comprehensive patent portfolio covering key aspects of the energy storage industry, positioning itself as a leader in the global energy storage technology competition [12][15] - In 2022, Rongke Energy completed a Series A financing round and subsequently raised over 5.48 billion yuan in Series C financing, primarily for capacity expansion and R&D investment [15][16] - The company has built the world's largest vanadium flow battery key materials and equipment manufacturing base, with a projected output value exceeding 1 billion yuan in 2024 [16] - Rongke Energy's vanadium flow battery technology is recognized for its long lifespan of over 25 years and high safety, making it a viable solution for large-scale renewable energy integration [13][17] Group 2: Li'anlong - Li'anlong is a leading global supplier of polymer material aging resistance additives, with a focus on transitioning from industrial additives to health consumer products [19][20] - The company has established a comprehensive logistics and sales network, serving over 100 of the world's top 500 companies [20] - Li'anlong's products are widely used in various sectors, including automotive, coatings, and packaging materials, contributing significantly to its profitability [20][21] - The company has invested over 50 million yuan in automation and digital systems to enhance safety and operational efficiency in its production processes [22][23] - Li'anlong emphasizes green development and has implemented extensive environmental protection measures, ensuring compliance with high environmental standards [25][26] Group 3: Baoma Xingqing - Baoma Xingqing has transformed from a traditional iron alloy producer to a leading supplier of special casting materials, focusing on high-value-added products [36][37] - The company has developed over 100 types of multi-element alloy inoculants, achieving a 30% market share in China's special casting materials sector [39] - Baoma Xingqing has implemented a "waste-to-resource" strategy, recycling industrial waste to create new products, significantly reducing production costs [40][41] - The company has invested in advanced equipment and technology to enhance precision manufacturing and meet customer-specific requirements [42][43] - Baoma Xingqing's revenue increased by 23% year-on-year, demonstrating resilience and adaptability in a competitive market environment [43]

Group 1 - The article highlights the dedication of Chinese companies in mastering their core competencies, showcasing their commitment to innovation and specialization in various industries [1][2][3] - Dalian Rongke Energy has developed over 300 patents in the vanadium flow battery technology, establishing a significant technological barrier and positioning "Chinese vanadium flow" as a key solution for large-scale integration of renewable energy [1] - Dalian Dagaoh has achieved remarkable advancements in nuclear safety technology, with a response precision of 0.001 seconds for its nuclear-grade explosion valves and a minimum lifespan commitment of 60 years, emphasizing safety in industrial practices [1] Group 2 - Baoma Xingqing in Shizuishan, Ningxia, has focused on upgrading and developing core competitive products in the specialty casting materials sector, emerging as a leading player in this niche market despite industry-wide price competition [1] - Lianlong is recognized as a global leader in polymer material aging resistance additives, transitioning towards health consumer products while maintaining its technological advantages in industrial additives [2] - The growth trajectories of these companies illustrate the resilience and innovation of private enterprises in China, emphasizing their focus on core business and practical industrial development [2]

Core Viewpoint - The development of vanadium flow battery technology by Rongke Energy is positioned as a solution to energy storage challenges, particularly in supporting renewable energy integration and ensuring grid stability in China [1][3][8]. Company Overview - Rongke Energy, established through a partnership between Rongke Group and the Dalian Institute of Chemical Physics, focuses on the research and development of vanadium flow battery technology and energy storage equipment sales [1][2]. - The company has completed projects totaling over 3.8 million kilowatt-hours, including ongoing projects, targeting renewable energy integration, grid stability, and green transformation for high-energy-consuming enterprises [1]. Technological Innovation - The newly established innovation and incubation platform aims to create a comprehensive ecosystem for technology research, engineering validation, and industrial incubation, promoting high-quality development in new energy storage [2]. - Vanadium flow batteries offer several advantages, including high safety with no fire or explosion risk, a lifespan of over 25 years, and the ability to recycle vanadium indefinitely, making them suitable for large-scale energy storage applications [3][4]. Industry Context - The rapid development of the new energy industry in China necessitates the construction of a new power system, where advanced energy storage solutions like vanadium flow batteries play a crucial role in ensuring safety, efficiency, and low carbon emissions [3][8]. - The company emphasizes the importance of collaboration between enterprises and research institutions to drive innovation and achieve greater outcomes in the energy storage sector [4]. Production and Cost Efficiency - The company is innovating in the production of vanadium electrolyte, sourcing raw materials from steel slag, and continuously improving the efficiency and cost-effectiveness of its production processes [5][6]. - Efforts are being made to enhance the power density of battery stacks and optimize system integration, which is critical for the overall performance of energy storage solutions [6]. Application and Impact - A recent project in Xinjiang, featuring a 200,000 kW/1,000,000 kWh vanadium flow battery storage system, demonstrates the technology's capability to stabilize the grid by managing peak and off-peak electricity supply [7]. - The vanadium flow battery systems can also serve as emergency power sources during grid failures, highlighting their versatility and importance in modern energy infrastructure [7][8]. Future Outlook - The new energy storage industry is expected to continue its rapid growth, with vanadium flow batteries becoming essential components of future power systems in China, supported by the country's abundant vanadium resources [8].

Core Viewpoint - The rapid growth of wind and solar energy has created a pressing demand for new energy storage solutions due to their inherent volatility and intermittency. A private company in Dalian, specializing in vanadium flow battery storage, has emerged as a global "unicorn" in the new energy storage sector despite years of operating losses [1][6]. Group 1: Company Development and Innovation - Dalian Rongke Energy Technology Development Co., Ltd. transitioned from purifying vanadium chemicals for aerospace and environmental applications to focusing on energy storage, recognizing the opportunity presented by China's shift towards green and low-carbon energy [4]. - The company has invested over 2 billion yuan in technology innovation and industrial development over the past decade, successfully overcoming challenges in electrochemical technology and core material technology, achieving full domestic production of its supply chain [17]. - The company has established itself as a leader in the industry, holding over 500 domestic and international patents and contributing to the formulation of industry standards [19]. Group 2: Technological Advancements - The vanadium flow battery technology developed by the company boasts a lifespan of over 20 years and high safety standards, but its high cost has limited widespread adoption [7]. - The company has made significant progress in localizing key materials, such as membrane and electrode materials, which were previously imported and expensive. This localization has improved performance and reduced costs [9][13]. - The company has successfully scaled its production from megawatt to gigawatt levels, with its products now accounting for 60% of the global vanadium battery market and 80% of the vanadium electrolyte market [19]. Group 3: Market Outlook and Future Prospects - As the demand for energy storage solutions grows alongside the increasing capacity of new energy installations, the company is poised to benefit from a broader market opportunity in the new energy storage sector [21]. - The company has completed the delivery of a 200 MW/1 GWh energy storage project, marking a significant milestone in the vanadium flow battery industry [19].

Core Viewpoint - The company aims to strengthen its position in the green materials industry by focusing on technological innovation and expanding its product offerings in high-end materials [3][4]. Group 1: Company Strategy - The company emphasizes the importance of transitioning from scale-driven growth to mission-driven growth, aligning with national policies supporting the private economy [3]. - The company plans to leverage its core technologies in titanium dioxide and sponge titanium production to enhance its global leadership position and upgrade its chloride titanium dioxide technology [3][4]. - The company intends to expand its market share in high-end sponge titanium by utilizing its aerospace rotor-grade sponge titanium preparation technology [3]. Group 2: Industry Development - The company is committed to leading the structural transformation of the titanium industry in China and aims to build a park for vanadium and scandium materials [4]. - The company plans to explore new high-quality development avenues through technological innovation, focusing on the development of vanadium flow batteries and high-performance aluminum alloys containing scandium [4]. - The company aims to create a billion-level green new materials industry landscape, maintaining a leading position globally in titanium, zirconium, and new energy materials [4].