近日，一纸诉状再次将欣旺达推上风口浪尖。 由LG新能源和松下组成的专利联盟"郁金香创新"，在韩国对欣旺达发起了专利侵权诉讼，主张欣旺达的锂离子电池电芯，以及为吉利汽车提供的在韩国 畅销的混合动力SUV的电池包，侵犯了其电池授权计划中的一项专利KR10-1089135，该专利聚焦电极与电池隔膜的组合技术。 图/郁金香创新对欣旺达发起诉讼（AI翻译）来源/郁金香创新官网 新能源观截图 韩国贸易委员会已正式立案。 这不是第一次。就在2025年，欣旺达因相同专利，在德国已遭遇三次败诉和销售禁令。战火从欧洲蔓延至亚洲，一场针对性的全球专利围剿正在上演。 不过，欣旺达表现得比较淡定，在回应"投资者"问询时表示，此次诉讼的对象为旗下山东吉利欣旺达合资公司，这一诉讼并不会影响到欣旺达在海外的布 局。 事实上，欣旺达电芯最近的官司不断。比如吉利旗下威睿公司一纸诉状，向其索赔高达23.13亿元人民币，直指2021至2023年间供应的电芯存在严重质量 问题。几乎同时，沃尔沃因高压电池缺陷在全球召回EX30车型的消息，再度将欣旺达置于舆论的聚光灯下。 专利与质量，海外与国内。内外交困、腹背受敌，欣旺达正站在两条战线的交叉火力点上，它 ...

Core Viewpoint - Even the most powerful companies in India face challenges in building a self-sufficient clean energy supply chain, as evidenced by Reliance Industries Ltd. pausing its plans to manufacture lithium-ion battery cells due to the inability to secure technology support from Chinese firms [1][3]. Group 1: Company Challenges - Reliance Industries Ltd. has suspended its plans to manufacture lithium-ion battery cells in India after failing to obtain technology support from Chinese battery companies [1][3]. - The company evaluated alternative technology solutions from Japan, Europe, and South Korea, but found them to be cost-prohibitive and lacking competitiveness for large-scale deployment in the Indian market [3][4]. - Reliance Industries had initially aimed to collaborate with Xiamen Hicharge Energy Technology Co., Ltd. for battery cell technology licensing, but negotiations stalled due to China's restrictions on technology transfer [3][4]. Group 2: Government Initiatives - The Indian government introduced the Production-Linked Incentive (PLI) scheme in 2022 to reduce dependence on imported battery cells, offering up to ₹181 billion (approximately ¥14.12 billion) in subsidies for achieving project milestones [4]. - Reliance's renewable energy subsidiary, Reliance New Energy, faced penalties last year for failing to meet phase targets under the PLI scheme [4]. Group 3: Strategic Shift - Following setbacks in lithium battery cell production, Reliance Industries is shifting its focus towards the assembly of Battery Energy Storage Systems (BESS) to support its renewable energy projects [5].

Core Viewpoint - Recent developments in energy storage capacity by multiple companies, both domestic and international, indicate a significant expansion in the sector, with a total capacity exceeding 27GWh from various projects [2]. Group 1: Chinese Companies - Foxconn's energy storage brand "Fuchu Kenen" aims for an annual production capacity of 3GWh, establishing a "lighthouse factory" in Zhengzhou [4][6]. - Shengyun Energy's project in Jiangxi province is set to achieve an annual production capacity of 10GWh for energy storage systems, contributing to the clean energy transition [7][10]. - Deqing Taixin New Materials plans to invest 320 million yuan in a project to produce 1GWh of lithium-ion, sodium, and solid-state battery cells [13][16]. - Guangdong Xintao Garden's project focuses on producing aluminum alloy battery shells and energy storage cabinets, with a total investment of 500 million yuan [11]. Group 2: International Companies - International Power Systems (IPS) has launched a battery energy storage system factory in Bulgaria, with a phased capacity plan starting at 1.5GWh and aiming for 5GWh by mid-2026 [17][19]. - Prime Batteries Technology (PBT) is expanding its factory in Romania, increasing its annual capacity from 2.5GWh to 8.5GWh, with a focus on lithium-ion battery storage systems [20][21]. - PBT has delivered 226MWh of energy storage systems for renewable energy projects and expects to deliver a total of 605.8MWh by the end of the year, down from an initial target of 800MWh [23].

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors, 2,000 participating companies, and 20,000 professional attendees expected [1][3]. - The event will feature the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council meeting [1]. - A list of first batch exhibitors and sponsors includes major companies such as CATL, BYD, GAC, and others, indicating strong industry participation [1]. Group 2 - The Deqing County People's Government in Zhejiang Province approved an environmental impact assessment for a project aimed at producing 1GWh of lithium-ion, sodium, and solid-state battery cells, with an investment of 32 million yuan [2]. - Deqing Taixin New Materials Technology Co., Ltd. plans to establish a facility covering approximately 42.77 acres, including new production lines for lithium, sodium, and solid-state batteries [2]. - The company was established in September 2023 and focuses on battery manufacturing, new materials technology, and recycling of used power batteries [2].

Group 1 - The Thai Investment Promotion Committee (BOI) has approved a significant investment of over 50 billion Thai Baht (approximately 10.7 billion RMB) by Xinwanda Electronics to establish battery production facilities in Thailand, marking the country's first large-scale investment project for electric vehicle batteries [1] - Xinwanda plans to build two factories in Chonburi, which are expected to create 1,000 jobs, including over 900 engineers and researchers, and provide battery-grade production technology training for more than 4,000 Thai personnel [1] - This project signifies Thailand's acceleration towards becoming a manufacturing hub for new energy vehicles, with BOI indicating that Xinwanda is also considering battery recycling operations in the country [1] Group 2 - Thailand's traditional automotive industry is undergoing transformation, with a reported 10% year-on-year decline in automotive production in 2023, reaching a four-year low, while domestic sales and export values fell by 26% and 8.8%, respectively [1] - Chinese new energy vehicle companies, represented by BYD and Great Wall Motors, have collectively invested over 102 billion Thai Baht (approximately 21.8 billion RMB) in Thailand [1] - The Thai government has introduced new policies to stimulate the market, including tax incentives for plug-in hybrid vehicles and credit guarantees for pickup truck buyers, with Japanese automakers like Toyota and Honda seeking government support through trade-in policies [2]