2025 年 7 月 11 日，由起点锂电、起点 固态电池 、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车 换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 本次论坛聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞。论坛 现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 在上午电动两轮车智能化及换电技术专场， 保力新能源 副总裁 邹懿 发表演讲，分享主题： 保力新大圆柱电池：电动两轮车能源革新的破局之 道。 以下为演讲实录： 我今天分享的主题是：电动两轮车能源革新的破局之道，主要是从电池的角度，和大家分享我的想法。 首先看一组数据， 2024 年电动两轮车预计产销量： 2024 年中国电动两轮车整体产销量预计在 5500 万 -5800 万辆之间。 2024 年锂电 （包括三元锂、磷酸铁锂等）在电动两轮车新车中的渗透率预计将达到 40%-45% 。 基于两轮车新国标的推出，推动了行业市场重构。我们从几方面来看： 1. 市场规模与政策的推动。 20 ...

Core Viewpoint - The global lithium battery market is expected to reach nearly 10TWh by 2030, driven by the trend of "full-scenario electrification" and the emergence of solid-state batteries as a key variable in the industry [1][2][3]. Group 1: Market Growth and Demand - By 2025, global lithium battery shipments are projected to exceed 1.8TWh, with demand expected to surpass 8TWh by 2030, creating a market space close to 10TWh [1][3]. - Specific applications such as eVTOL, robotics, electric ships, and engineering machinery are anticipated to see significant growth, with projected lithium battery demands of 30GWh, 100GWh, 100GWh, and 160GWh respectively by 2030 [3]. Group 2: Solid-State Battery Development - Solid-state batteries are expected to disrupt existing market structures, with companies likely to enter the global top 10 rankings in the power and energy storage sectors by around 2030 [2][5]. - The demand for materials and equipment related to solid-state batteries is anticipated to enter a new cycle, with requirements reaching tens of thousands of tons and investments in the hundreds of billions [2][5]. Group 3: Energy Storage Market Dynamics - The energy storage sector is experiencing rapid growth, with shipments expected to reach 450GWh in 2025, reflecting a year-on-year increase of over 100% [6]. - The market is entering a phase of technological elimination, with the introduction of 500Ah+ batteries setting a new industry benchmark, potentially leading to the exit of less competitive firms [6]. Group 4: Globalization and Market Strategy - Companies are encouraged to pursue globalization at their own pace, with a particular focus on the U.S. market, where Chinese lithium battery manufacturing technology remains irreplaceable [7].

今年，山西华阳集团在实现第一季度"开门红"后，紧抓二季度承上启下关键期，乘势而上、真抓实干， 实现"时间过半任务超半"。 各业务多点开花产品产量迎增长 今年上半年，煤炭方面，山西华阳集团原煤产量1993万吨，完成计划的105%，商品煤产量1792.9万 吨，完成全年任务的51%；掘进进尺78519米，完成全年任务的51%；商品煤销量1807.7万吨，完成计划 的103%，同比增加181.5万吨；瓦斯抽采量2.87亿立方米，完成计划的143.5%。 铝业方面，商品铝产量97522吨，超计划3722吨，完成全年任务的56%；铝板带产量60677吨，超计划 8377吨，完成全年任务的59%。 化工方面，化工产品总产量69.11万吨，完成计划的101.2%，同比增长7.66%。其中，电石产量21.42万 吨，完成计划的100.53%，同比增长11.75%；尿素产量20.62万吨，完成计划的101.27%。 钠电方面，钠电产业完成储能直流舱等新产品的开发任务，高性能碳纤维项目高效推进，年产39.4万吨 电解铝项目（一期29.4万吨／年）通过可研评审。 统筹安全与高效赋能高质量发展 山西华阳集团构建了行之有效的安全管理体 ...

埃里克·索尔海姆 中老铁路不仅是对"绿水青山就是金山银山"理念的生动诠释，更是中国与老挝携手共进、推动可持 续发展的有力见证。 联合国教科文组织东亚地区办事处主任 "赤水河、长江中下游流域、黄河流域等均通过综合治理，实现了生态蜕变。这些守护碧水的成 果，是'中国绿'的生动体现。" 詹姆斯·桑顿 联合国前副秘书长 "中国加快绿色科技创新和先进绿色技术推广应用，在多项绿色技术上遥遥领先。过程中，中国企 业展现的创新活力令人印象深刻。" 赛萨纳·西提蓬 老挝科技和通信部副部长 老中友好协会副会长 夏泽瀚 克莱恩斯欧洲环保协会主席 牛津大学教授 "'中国绿'是希望的颜色，这种希望不仅属于中国，更属于整个世界。" 英国罗蒙德湖与特罗萨克斯国家公园管理局局长 "'中国绿'，是一种宏大且深厚的绿。'宏大'在于体量和规模，'深厚'则源于行动的扎实深入。" 戈登·沃森 埃丽安·韦斯特 周训超摄（人民视觉） 从卫星图上俯瞰，绿色在这片土地上铺展。在贵州省安顺市关岭布依族苗族自治县，经过石漠化治 理，"石旮旯"里长出了一片森林，曾经满目疮痍的"石头山"今已变作"绿满山"。 相似的绿色，织染在大江南北：在塞罕坝，绿进沙退，茫茫荒原变 ...

日前，武汉禾元生物科技股份有限公司（以下简称"禾元生物"）成功通过上交所科创板上市委审议。作 为科创板重启第五套上市标准后首家过会的企业，禾元生物的成功，标志着武汉生物医药产业实现了 从"实验室到临床"的科技创新与产业创新融合（以下简称"科产融合"）新跨越。 在武汉，更多创新力量正沿着科产融合的道路加速奔跑。启钠新能的生产线上，一场"元素魔术"正在上 演：磷、铁、钠等基础原材料经过精确配比，在自动化生产线上流转。研磨、喷雾干燥、高温烧结、精 密粉碎……一系列工序后，定制化的钠离子电池正极产品稳定产出。 "武汉已构建起完整的新材料产业链条，强大的产业协同能力，为初创公司提供了广阔的市场空间和无 限可能。"武汉启钠新能源科技有限公司创始人、董事长胡培表示。 武汉正以其"宽容失败、赋能梦想"的独特创新生态，吸引并转化着无数像胡培这样的青年才俊。他们从 单纯的"求职者"或"创业者"，成长为深度参与科产融合的"创新合伙人"。 "来这里，做新质生产力的定义者！来这里，做前沿产业的破局者！来这里，让你的梦想与城市共生 长！"在武汉市"建设支点当好龙头"系列形势政策宣讲之"推动科技创新和产业创新深度融合"主题报告 会上，武汉 ...

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]

行家说储能 近期，多家储能相关企业更新订单进展，其中2家为外企即特斯拉和Fluence，其订单都是澳洲的储能项目 ， 而且均为600MWh。此外普利特宣布拿下 30MWh钠电储能系统采购合同。 ▋ 普利特 ：孙公司拿下钠电储能系统合同 今日，普利特公告， 控股孙公司海四达钠星与南网科技签署了 30MWh钠离子（聚阴离子体系）电池储能系统采购合同 。 普利特表示，本次项目中标对公司未来钠离子电池储能业务的拓展有着非常重要的牵引示范作用。该项目作为国内当前最大规模的聚阴离子钠电储能应用案 例，标志着公司钠电在储能领域应用发展具有里程碑的意义。 据了解，海四达钠星还于5月成功斩获海外客户的钠离子电池采购订单。根据协议内容，未来四年内，其将向海四达钠星 采购总量不低于 1GWh 的钠离子电 池模块 ，预计交付工作将在 2025 年 7 月至 2029 年 12 月期间分批次完成。 据普利特半年度业绩预告显示，预计 2025 年 1-6 月归属于上市公司股东的净利润盈利： 2亿— 2.4亿元， 同比上年增长： 38.88% 至 66.65% 。 据路透社消息，Fluence今日宣布已被澳大利亚 AMPYR公司选中，为澳 ...

正帆科技：拟以现金方式购买辽宁汉京半导体材料有限公司5名股东持有的62.23%股权。 二、投资合作、经营状况 1、中科曙光：与中科星图签署合作开发框架协议，共同推进先进计算在太空领域的技术创新。 2、普利特：控股孙公司广东海四达钠星技术有限公司近期与南方电网电力科技股份有限公司签署了 30MWh钠离子（聚阴离子体系）电池储能系统采购合同。 3、继峰股份：继峰座椅（合肥）获得某头部主机厂的座椅总成项目定点，项目生命周期6年，预计生命 周期总金额为13亿元。 4、宏和科技：公司主要产品电子级玻璃纤维布是PCB的基础材料之一。 5、八亿时空：公司全资子公司浙江八亿时空与中国广电四川网络股份有限公司龙泉驿区分公司签署 《网络技术服务合同》，开展边缘计算业务。 三、业绩变动 1、华工科技：预计上半年净利润8.9亿元-9.5亿元，同比增长42.43%-52.03%；公司联接业务随着国内互 联网及设备厂商算力需求激增，应用于算力中心建设的400G、800G等高速光模块需求快速释放。 一、并购重组 4、塔牌集团：预计上半年净利润4.07亿元至4.52亿元，同比增长80%-100%。业绩增长主要得益于水泥 主业盈利同比增长和非 ...

Core Viewpoint - The article highlights the robust development of the Changsha Economic Development Zone, emphasizing its focus on project construction and investment acceleration to drive high-quality economic growth. Group 1: Project Development - Changsha Economic Development Zone has adopted the philosophy of "projects first" and has initiated a "project construction acceleration year" campaign, holding nearly 30 specialized meetings to address challenges and enhance resource support [1] - The opening rate of key provincial and municipal projects for 2025 has exceeded 76%, with a total investment of 636.9 billion yuan across 39 projects, of which 70.35 billion yuan has been invested in the first half of the year, accounting for 60.6% of the annual plan [1] - Significant projects include the high-efficiency energy-saving intelligent motor project, which will feature a digital smart workshop and 20 intelligent production lines, expected to be operational by March next year [2] Group 2: Investment and Economic Growth - The Changsha Economic Development Zone has introduced 62 new projects with a total investment of 329.6 billion yuan this year, including major projects from companies like Zhongke Shuguang and Zhihui Future [6] - The zone is focusing on both traditional and emerging industries, enhancing existing industrial chains while also developing new ones, with projects like sodium energy and advanced manufacturing being prioritized [8][9] - The zone's efforts in optimizing the business environment have led to it ranking sixth among national economic development zones for convenience in 2024, reflecting its commitment to improving service efficiency for enterprises [10] Group 3: Policy and Support Mechanisms - The Changsha Economic Development Zone has implemented a comprehensive project lifecycle management mechanism to streamline processes from negotiation to project completion, reducing approval times by nearly 40% [11] - The zone has introduced flexible land supply management methods to alleviate financial pressures on enterprises while meeting land needs [12] - Various support measures have been enacted, including simplified approval processes and targeted assistance for enterprises, resulting in the resolution of 200 enterprise requests and the organization of numerous recruitment and financing events [12]

颜宁在作演讲。 影像中国 人物小传 颜宁，1977年11月生，山东济南人，中国科学院院士，深圳医学科学院创始院长、深圳湾实验室主任。 主要研究领域为和人类疾病相关的转运蛋白与离子通道研究，以及对脂类、糖类等物质的研究；曾获中 国青年女科学家奖、求是杰出科学家奖、世界杰出女科学家奖，以及中国青年五四奖章、全国巾帼建功 标兵等荣誉。 许多人对这一幕记忆犹新：2022年11月，颜宁在"2022深圳全球创新人才论坛"上演讲，并宣布了自己的 新梦想：即将辞去普林斯顿大学冠名讲席教授，受邀回国创办深圳医学科学院（英文简称SMART）。 如今两年多过去，深圳医学科学院建设进展如何？颜宁正在探索哪些科学问题？视科研为"生命底色"的 她如何平衡管理与科研？ 带着这些疑问，前不久，记者在广东省深圳市对颜宁进行了采访。 推动深圳医学科学院建设 "满意！可以说是超预期。"颜宁不假思索地说。 "'创始院长'好当吗？" "也没那么难。"颜宁语气里透着轻松，"我们一直强调'专业的人干专业的事'，我做的工作主要与学术相 关，像SMART的发展规划设计、学科建设布局等。其中最重要的是招聘PI（科研项目或实验室负责 人）。" "我们刚搬进来时只 ...