锂硫电池

Search documents
美国公司接手欧洲锂电池巨头后,无一车企愿与其合作
Guan Cha Zhe Wang· 2025-08-27 02:08
【文/观察者网 刘怀文 编辑/高莘】 据路透社8月25日报道,自美国锂硫电池制造商Lyten宣布收购瑞典 破产锂电池制造商北伏(Northvolt)后,没有任何车企愿意与其合作帮助重启锂电池产线。 2025年3月12日,欧洲本土最大的锂电池制造商、瑞典企业北伏(Northvolt)正式向斯德哥尔摩地方法 院提交破产申请,成为瑞典历史上规模最大的企业破产事件。 获得巨额融资后,北伏开始大举扩张,但由于其经营存在严重问题,始终无法突破低产能、低良品率的 局面。到2023年,北伏谢莱夫特奥工厂的实际产量仅为设计产能的1%。2024年,北伏的主要客户纷纷 取消订单,企业最终走向破产。 收购北伏的电池企业Lyten是一家新兴的美国锂硫电池制造商,目前已在其试点工厂小批量生产锂硫电 池。汽车制造商Stellantis于2023年与Lyten建立合作关系,美国联邦快递(FedEx)和美国政府也是Lyten 的投资者。 对于收购北伏后的计划,Lyten公司CEO丹·库克(Dan Cook)表示,如果公司能够以良好的质量、持续 向客户少量交付,北伏之前的客户有望回归。 然而,在与北伏恢复合作一事上,没有任何一家汽车制造商表现出 ...
赣锋锂业20250822
2025-08-24 14:47
赣锋锂业 20250822 摘要 赣锋锂业 2025 年上半年综合毛利率约 11%,其中锂化工 8.36%,锂 电池 14.1%。投资收益 3.14 亿元,公允价值变动损失 2.77 亿元,资 产减值损失 1.94 亿元。上游资源方面,Mariana 项目启动,古拉米纳 项目正常运营,Quechua 盐湖项目上半年完成全年一半产量。 公司在固态电池领域取得进展,锋锂实现软包和圆柱电池生产,能量密 度分别高达 550 瓦时/千克和 420 瓦时/千克,并与无人机及 EVATO 企 业达成合作。储能方面,推出 304 安时方形储能固态电池,并计划推出 更大容量产品,安全性、低温性能和存储性能优于传统液态电池。 一体化战略初步显效,下游锂电池与储能业务弥补上游资源端冲击,增 强抗风险能力和盈利水平。马里锂矿项目进展顺利,计划全年发出 30 万吨矿石,尽管面临治安挑战,但生产和运输未受显著影响。 CEO 盐湖项目降本效果显著,现金成本从去年第四季度 6,800 美元/吨 降至今年上半年 6,000 美元/吨,未来通过工艺改进和产量提升有望进一 步降低。PPG 项目与阿根廷锂业签署合作协议,计划将产能从 5 万吨提 升 ...
全球锂电持续整合 “欧洲的宁德时代”主要资产要被收购,曾是天齐锂业长协客户
Mei Ri Jing Ji Xin Wen· 2025-08-13 12:29
Group 1 - Lyten Energy has announced the acquisition of the majority assets of bankrupt battery manufacturer Northvolt, which includes various facilities and intellectual property valued at approximately $5 billion [2][3] - Northvolt, founded in 2016, had previously attracted significant investments exceeding $15 billion and secured orders totaling $55 billion from major automotive companies [1][3] - The acquisition is seen as a strategic move for Lyten to enhance its position in the clean battery manufacturing sector in North America and Europe, especially as demand for lithium-sulfur batteries is increasing [3][5] Group 2 - The acquisition includes 16 GWh of existing battery capacity and over 15 GWh of capacity under construction, with plans to expand to over 100 GWh [2] - Northvolt's production faced bottlenecks, leading to its bankruptcy filing in March 2023, despite initial expectations of becoming "Europe's CATL" [3][5] - Lyten's focus on lithium-sulfur battery technology, which differs from mainstream lithium-ion technologies, aims to overcome performance limitations and is expected to find initial commercial applications in sectors like drones and energy storage [5]
Northvolt“易主”美国电池企业
高工锂电· 2025-08-12 10:57
Core Insights - The article discusses the acquisition of Northvolt's remaining assets by Lyten, a US lithium-sulfur battery startup, following Northvolt's bankruptcy earlier this year. The assets are valued at approximately $5 billion and include existing and planned battery production capacities in Sweden and Germany, along with related intellectual property and R&D centers [3][4]. Group 1: Acquisition Details - Lyten has previously acquired Northvolt's battery factory in the US and its energy storage system manufacturing facility in Poland, indicating a strategic move to enhance its production capabilities [3][4]. - The acquisition is primarily funded by private investors' equity investments in Lyten, although the exact purchase price remains undisclosed [3]. Group 2: Market Potential - Lyten's lithium-sulfur batteries have already been commercialized in the drone and defense markets, with plans to expand into electric vehicles, data centers, and space stations [4]. - The US energy storage battery shipment is projected to grow from 78 GWh in 2024 to 400 GWh by 2030, while Europe’s shipments are expected to increase from 50 GWh to 160 GWh in the same period [5]. Group 3: Competitive Landscape - Northvolt aimed to capture 25% of the European market by 2030, equating to an annual production capacity of at least 150 GWh. The question remains whether Lyten can successfully inherit Northvolt's legacy and establish itself as a leading battery manufacturer in the US and Europe [5]. - Despite tariffs hindering Chinese energy storage companies from entering the US market, several US-based integrators have begun sourcing batteries from China, creating opportunities for Lyten [5]. Group 4: Product Differentiation - Lyten's lithium-sulfur batteries are positioned as a differentiated product compared to nickel-cobalt-manganese (NCM) batteries from Japanese and Korean firms and lithium iron phosphate (LFP) batteries from Chinese companies. Lyten's batteries utilize 3D graphene and are free from cobalt and nickel [6]. - The theoretical energy density of Lyten's lithium-sulfur batteries is 2600 Wh/kg, offering advantages in cost and environmental friendliness, making them suitable for applications in electric vehicles, energy storage systems, and aerospace [6]. Group 5: Strategic Focus - Unlike Northvolt, which had a strong focus on power business but faced challenges with product performance and yield, Lyten is concentrating on energy storage and has established a localized core battery supply chain, enhancing its risk resilience [6]. - The evolving global trade landscape and increasing competition in the lithium battery sector, including shifts from major players like LG and SDI towards LFP, indicate a dynamic market environment where Lyten's acquisitions may catalyze a new phase of competition [6].
欧洲电池新星被美国锂硫电池企业全资收购
中关村储能产业技术联盟· 2025-08-11 07:57
Core Viewpoint - Lyt e n has acquired the bankrupt European lithium-ion battery startup Northvolt, including its major factories and intellectual property, marking a significant expansion into the lithium-ion sector for the company [2][3]. Group 1: Acquisition Details - Lyt e n signed a binding agreement to acquire Northvolt's assets, which were developed with over $5 billion in investment [3]. - The acquisition includes Northvolt's existing 16 GWh battery production capacity and an additional 15 GWh capacity under construction [3]. - Northvolt filed for bankruptcy in the U.S. at the end of 2024 and subsequently in Sweden, representing a notable case in the industry's recent struggles [3]. Group 2: Strategic Plans - Lyt e n plans to restore operations at Northvolt Ett and Northvolt Labs while continuing collaboration with previous core customers [5]. - The company aims to utilize Northvolt Dwa's existing lithium-ion production lines for resumption, expansion, and order fulfillment, with shipments expected to start in Q4 of this year [5]. - Lyt e n intends to integrate lithium-sulfur battery technology into these production lines based on storage project demands [5]. Group 3: Future Prospects - Lyt e n is also interested in acquiring Northvolt Six, a facility in Quebec, Canada, which integrates cell production, active cathode material production, and recycling [3]. - The company has completed a $200 million financing round to support the acquisition of Dwa and expand its Cuberg assets, as well as to ensure supply chain operations [5].
年均27艘刷新纪录,外高桥造船交付第600艘船舶;北京人形机器人产业规模约占全国1/3丨智能制造日报
创业邦· 2025-08-09 04:13
Group 1 - The Shanghai Waigaoqiao Shipbuilding Company delivered its 600th vessel, a 9000-car capacity auto transport ship, achieving an average delivery rate of 27 vessels per year, totaling 1.02 million deadweight tons since 2003 [2] - Beijing's humanoid robot industry accounts for approximately one-third of the national market, with a nearly 40% revenue growth in the first half of the year, leading the country in the number of specialized small giant enterprises [2] - Lyten announced plans to acquire the remaining assets of the bankrupt battery company Northvolt, including all intellectual property, and aims to restart operations at Northvolt's facilities in Sweden and Germany [2] - SoftBank is acquiring Foxconn's electric vehicle factory in Ohio to advance its "Star Gate" AI project, which has faced financial planning challenges [2]
“欧洲的希望”将被美国收购
3 6 Ke· 2025-08-08 02:37
Core Viewpoint - The acquisition of Northvolt's remaining assets by Lyten signifies a pivotal moment for the company and offers renewed hope for battery independence in Europe following Northvolt's bankruptcy [2][3]. Group 1: Acquisition Details - Lyten has signed a binding agreement to acquire all remaining assets of Northvolt in Sweden and Germany, which includes approximately $5 billion in assets [2][3]. - The acquisition encompasses 16 GWh of existing battery manufacturing capacity, over 15 GWh of capacity under construction, related infrastructure, and Europe's largest and most advanced battery R&D center [2][3]. - The deal eliminates the risk of Northvolt's complete shutdown, as stated by Northvolt's bankruptcy trustee [2]. Group 2: Market Potential and Strategy - Lyten plans to quickly restart its flagship factory in Skellefteå, Sweden, and aims to resume lithium-ion battery production by 2026 [3]. - The company has received over $200 million in additional equity investment to support its acquisition and expansion plans [3]. - Lyten intends to focus on high-volume battery production for a single customer initially, aiming to demonstrate its value to Northvolt's previous clients, which included major automakers with over $50 billion in orders [3]. Group 3: Leadership and Future Plans - Several Northvolt executives will join Lyten, although Northvolt's founder and former CEO, Peter Carlsson, will not be part of the transition [3]. - Lyten is also working on acquiring Northvolt's Canadian subsidiary and aims to become a leader in local sourcing and production of batteries in North America and Europe [3].
Northvolt波兰6GWh工厂将被收购
起点锂电· 2025-07-04 10:33
Core Viewpoint - The article discusses the acquisition of Northvolt's assets by Lyten, highlighting the challenges faced by Northvolt and the potential for Lyten to revitalize the acquired facilities [2][5][6]. Group 1: Northvolt's Challenges - Northvolt, once a promising European battery manufacturer, faced significant operational challenges leading to its bankruptcy in 2023 due to inability to meet production targets and loss of investor confidence [3][4]. - The company had ambitious plans, including multiple large-scale battery production facilities, but failed to deliver on these projects, resulting in substantial financial losses [4][5]. Group 2: Acquisition by Lyten - Lyten, a California-based startup, announced the acquisition of Northvolt's 6GWh battery storage facility in Poland, with plans to restart operations and fulfill existing customer orders [5][6]. - The acquisition is part of Lyten's broader strategy to expand its product line and enhance its production capabilities, including a planned investment of over $1 billion in a new lithium-sulfur battery factory in Nevada [6]. Group 3: Future Prospects - Lyten aims to leverage its advanced technology, including the LytCell EV™ lithium-sulfur battery platform, which promises high energy density, to capture market opportunities in the electric vehicle sector [6]. - The company has secured contracts extending to 2026, indicating a strong demand for its products and a positive outlook for its operations post-acquisition [6].
Northvolt等来“白衣骑士”,欧洲最大电池工厂收购案带来哪些启示?
Zhong Guo Qi Che Bao Wang· 2025-07-04 03:02
Core Insights - The acquisition of Northvolt's battery manufacturing plant in Poland by Lyten marks a significant event in the battery industry, showcasing a "snake swallowing an elephant" scenario in mergers and acquisitions [2][3] - The transaction highlights the strategic importance of local manufacturing and low geopolitical risk in the rapidly expanding European battery market [8] Company Overview - Lyten, founded in 2015, has focused on lithium-sulfur batteries, which theoretically offer 20%-25% higher energy density compared to traditional lithium-ion batteries [5] - Northvolt, established in 2016, was once seen as a beacon of hope for Europe's battery industry, securing over $55 billion in orders from major automakers and $15 billion in financing from various banks [6][7] Acquisition Details - The acquired plant has a current capacity of 6 GWh, with potential expansion to over 10 GWh, and operates entirely on renewable energy [3] - The acquisition allows Lyten to leverage Northvolt's existing resources, including R&D and market channels, to accelerate its expansion in Europe [3][8] Market Dynamics - Northvolt faced significant challenges, including technological delays and management issues, leading to a reported loss of $1.03 billion in 2022 and $1.2 billion in 2023 [7] - The acquisition reflects a broader trend in the battery industry where companies must innovate and adapt to market demands to ensure sustainable growth [9][10] Future Implications - The acquisition is expected to enhance Lyten's position in the European market, fulfilling the increasing demand for localized battery solutions [8] - Industry experts suggest that diversification and continuous innovation will be key trends in the battery sector, with emerging technologies like solid-state and sodium-ion batteries gaining traction [9][10]
肖成伟:车用动力电池技术发展趋势
Zhong Guo Qi Che Bao Wang· 2025-06-10 03:48
Core Insights - The core component of the automotive industry's electrification transformation is the power battery, which is a highly competitive segment within the industry [4] - In 2024, global sales of new energy vehicles are projected to reach 17 million units, with China accounting for approximately 70% of the market share, maintaining its position as the world's largest market for ten consecutive years [5] - China is expected to produce around 0.5 TWh of power batteries in 2024, representing 60% to 70% of the global market share, significantly contributing to the electrification of both the Chinese and global automotive markets [5] Battery Technology Development - The development path of automotive power batteries is primarily based on lithium-ion technology, evolving from liquid lithium iron phosphate and liquid ternary lithium to solid-liquid hybrid batteries, with a future focus on all-solid-state battery systems [6] - Current energy density levels for lithium iron phosphate batteries can reach 190 Wh/kg, with volume energy density standards achieving up to 400 Wh/L [6] - Solid-state batteries are being researched globally, with various electrolyte types including oxides, sulfides, chlorides, and polymers being explored [7] Safety and Performance - Solid-state batteries offer significant improvements in safety performance, with thermal runaway temperatures reaching around 300°C, compared to 180°C for ternary liquid batteries and 220°C for lithium iron phosphate batteries [8] - The industry has seen successful trials of solid-liquid hybrid batteries, such as NIO's 360 Wh/kg battery, which can provide a driving range of 1,000 kilometers [8] Future Directions - Solid-liquid hybrid batteries are expected to exist for a considerable time as a transitional phase, with future research focusing on material systems, including high nickel and lithium-rich manganese-based cathodes, and silicon-carbon anodes [9] - The cost of solid-state batteries remains high, estimated to be 5 to 10 times that of current liquid batteries, but is expected to decrease as production scales up [9] - The development of sodium-ion batteries is also underway, with plans to enhance their energy density to 200 Wh/kg and explore solid-state options [10] Standards and Definitions - The definition of all-solid-state batteries is based on standards set by the China Automotive Engineering Society, which includes specific criteria for weight loss during testing [10] - Many companies have achieved the technical indicators necessary for all-solid-state battery development, which is crucial for advancing this technology [10]