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：快科技 近日，福建省财政厅、科技厅下达2025年度省创新实验室建设运行补助经费。 其中，宁德时代创新实验 室获得建设补助经费1.26亿元、运行补助经费0.5亿元，合计1.76亿元。 宁德时代创新实验室（中国福建能源器件科学与技术创新实验室）是全省首个由政府推动、依托民营企业 组建的省创新实验室，通过充分发挥企业在市场、技术、应用等资源配置方面灵活高效的优势，将现代化 的企业管理与灵活的产学研用机制相结合，实现企业研发体系与实验室建设有机融合，打造具有强劲创新 驱动力和全球产业影响力的一流科技创新高地与人才聚集地。 依托宁德时代的产业优势，宁德时代创新实验室在垂直技术部门积累技术实力，在解决问题时横向快速整 合资源，形成高效协同的作战团队。目前，实验室研发团队规模超1200人，硕士以上学历占比55%，平 均年龄29岁，展现出较强的创新活力。今年6月，宁德时代创新实验室在国际学术期刊《自然·纳米技术》 上以"锂金属电池电解质实用化设计"为题，发表了研究团队在锂金属电池技术领域取得的重大研究进展， 为锂金属电池产业 ...

2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下1200+，在线直播观看30000+ 倒计时17天 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/赣锋锂电/多氟多/保力新/ 远东电池/国轩吉美泰/诺达智慧/创明新能源/德赛电池/陀普科技/蓝京新能源/北测新能源/亿鑫丰/达力 智能/金力股份/苏州莫洛奇/鑫晟达/先导智能/尚太科技/超业精密/科迈罗/东唐智能/贤辰智享/爱签/中 天和/和明机械/信瑞新能源/亿纬锂能/派能科技/移族/新日股份/弘正储能/亮见钠电/易事特等 近日，福建省财政厅、科技厅下达2025年度省创新实验室建设运行补助经费。其中，宁德时代创新实验室获得建设补助经费1.26亿元、运行 补助经费0.5亿元，合计1.76亿元。 宁德时代 ...

Core Viewpoint - LG Energy Solution reported significant growth in operating profit for Q3 2025, driven by increased production in the ESS sector and new cylindrical battery launches, despite a decline in EV soft-pack battery demand due to the expiration of U.S. subsidies [1][2]. Revenue and Profit Growth - The company achieved a consolidated revenue of 5.7 trillion KRW, a quarter-on-quarter increase of 2.4%, with operating profit rising to 601.3 billion KRW, reflecting a 22.2% increase [1][2]. - The growth in operating profit was supported by three main initiatives: increased ESS battery production, the launch of new cylindrical batteries, and ongoing cost reduction efforts [2]. Order Backlog and Supply Chain - LG Energy Solution's ESS battery order backlog reached approximately 120 GWh by the end of Q3 2025, with new residential and grid-level ESS projects contributing to this growth [3]. - In the cylindrical battery sector, the company secured new orders totaling 107 GWh for the 46 series cylindrical batteries, leading to a backlog exceeding 300 GWh [4]. North American Production and Technological Advances - The company is enhancing its ESS battery production capacity at its Michigan facility to address the demand gap left by EV soft-pack batteries [5]. - A joint venture factory with Stellantis in Canada is being upgraded, focusing on battery module production and preparing for cell production, with discussions ongoing to expand capacity into non-EV applications [6]. Future Market Expectations - Short-term EV demand may face pressure due to the expiration of subsidies, leading manufacturers to adjust their electrification strategies, while ESS markets are expected to grow robustly driven by regulatory clarity and strong demand from AI data centers [8]. - The European EV market is anticipated to maintain stable growth, supported by purchase subsidies and stringent CO₂ regulations, with ESS demand also rising due to increased renewable energy integration and efforts to reduce reliance on Chinese supply chains [8].

Core Viewpoint - LG Energy Solutions has demonstrated strong growth in its third-quarter financial results for 2025, highlighting significant orders in both energy storage and electric vehicle battery sectors, while also making strides in next-generation battery technology [2][4]. Financial Performance - The company reported a consolidated revenue of 5.7 trillion KRW, reflecting a quarter-on-quarter increase of 2.4% [4]. - Operating profit surged to 601.3 billion KRW, marking a quarter-on-quarter growth of 22.2%, which includes approximately 365.5 billion KRW from U.S. production incentive subsidies [4]. Order Book and Production Capacity - LG Energy Solutions secured approximately 120 GWh in energy storage pre-orders and over 300 GWh in orders for the 46 series cylindrical batteries as of the end of the third quarter of 2025 [3][4]. - The company is expanding its production capacity in North America through a joint venture with Stellantis in Canada, focusing on battery module production and exploring applications beyond electric vehicles [3]. Technological Advancements - Significant breakthroughs in next-generation battery technology include the successful development of lithium-metal batteries with fast-charging capabilities [3]. - The company has signed a procurement agreement for 40,000 tons of lithium carbonate, enhancing its local lithium resource supply chain in the U.S. [3]. Market Outlook - The energy storage market is expected to continue growing in the U.S. and Europe, driven by regulatory changes and increased power demand from AI data centers [5]. - LG Energy Solutions is developing high-density soft-pack batteries for energy storage applications to improve energy density and reduce costs, with plans to launch lithium iron phosphate (LFP) energy storage batteries by 2027 [5].

Core Insights - The 2025 New Energy Battery Industry Development Conference was held in Zaozhuang, Shandong, where XINWANDA unveiled a polymer solid-state battery with an energy density of 400Wh/kg and plans to establish a 0.2GWh production capacity by the end of the year [1][2] - XINWANDA's R&D director announced the successful trial production of a lithium metal battery with an energy density of 520Wh/kg, showcasing advancements in battery technology [3] Group 1: Product Innovations - XINWANDA's "XIN·BIXIAO" polymer solid-state battery features an energy density of 400Wh/kg, a capacity of 20Ah, and a cycle life of 1200 times, demonstrating high safety through rigorous testing [2] - The solid-state battery utilizes innovative materials, including ultra-dense solid-state electrodes and nano-structured high-entropy anodes, achieving a specific capacity of 2700mAh/g, which is 7.2 times that of graphite anodes [2] - The company has a multi-threaded strategy for solid-state battery development, progressing from semi-solid to soft solid, polymer solid, sulfide solid, and lithium metal super batteries [3] Group 2: Industry Trends and Future Outlook - The conference highlighted the ongoing transition towards high-quality development in China's new energy industry, with increasing competition and a restructuring of global supply chains [3][4] - XINWANDA's "Battery+" strategy aims to extend beyond traditional battery products, integrating into various sectors including consumer electronics, automotive, energy storage, and maritime applications [4] - The electric vehicle market is expected to see significant growth, with projections indicating that by the end of 2024, electric trucks will have a penetration rate of 28.93%, up from 3.74% in 2023 [5] Group 3: Market Projections - The average range of electric vehicles is projected to improve significantly from 2023 to 2025, with C-class vehicles increasing from 594 km to 695 km, B-class from 572 km to 607 km, and A-class from 481 km to 505 km [5] - By the end of 2024, pure electric vehicles are expected to account for 9% of the total vehicle ownership in China, with projections of surpassing 25% by 2030 and 50% by 2035 [6]

Core Insights - The Central State-Owned Enterprises Modern Energy ETF (561790) has shown a positive performance, with a recent increase of 0.16% and a two-week cumulative rise of 4.39% as of October 22, 2025 [3][4] - The index tracks 50 listed companies involved in modern energy sectors, reflecting the overall performance of state-owned enterprises in this field [4] Market Performance - The Central State-Owned Enterprises Modern Energy Index rose by 0.29%, with notable increases in constituent stocks such as China Nuclear Engineering (up 10.01%) and Petrochemical Machinery (up 8.24%) [3] - The ETF's trading volume was active, with a turnover rate of 10.96% and a transaction value of 4.92 million yuan [3] Industry Developments - As of mid-2025, China's operational power storage projects reached a cumulative installed capacity of 164.3 GW, marking a 59% year-on-year increase, with new energy storage growing by 110% [4] - The number of charging infrastructure units nationwide reached 17.34 million, reflecting a 57.72% increase [4] - The new power generation capacity added from January to August 2025 grew by 64.40%, with power investment totaling 499.2 billion yuan, a 0.50% increase [4] Technological Advancements - The successful operation of a 3kW@4.5K helium refrigerator developed by Zhongke Qingneng supports the stable operation of the CRAFT facility, a key project in China's nuclear fusion research [3] - XINWANDA has launched a polymer solid-state battery with an energy density of 400 Wh/kg, with plans to establish a 0.2 GWh production line by the end of 2025 [3]

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue rising from 1,844.8 million RMB in 2024 to 3,172.0 million RMB, a growth of 71.9% [2][3] - Net profit improved from a loss of 130.0 million RMB in the previous year to a profit of 220.4 million RMB, indicating a strong recovery in profitability [2][3] - The gross margin increased from 9.9% to 17.9%, and the net profit margin shifted from -7% to 6.9%, reflecting enhanced operational efficiency [2][3] Revenue and Profitability - Revenue for the first half of 2025 reached 3,172.0 million RMB, up 71.9% from 1,844.8 million RMB in the same period of 2024 [3] - Gross profit surged by 210.5% to 568.7 million RMB, compared to 183.1 million RMB in the previous year [3] - The company achieved a net profit of 220.4 million RMB, a significant turnaround from a loss of 130.0 million RMB [3] Business Segments - The sales revenue from the power battery segment reached 2,985.0 million RMB, with a shipment volume of 7.63 GWh, both showing over 80% year-on-year growth [2][5] - The company has established deep partnerships with leading automotive manufacturers, including FAW Hongqi and GAC Trumpchi, and is actively involved in innovative electric platform development [5] - The energy storage business has benefited from strong overseas demand, with the 104Ah standardized cell becoming a leading product in global home energy storage [5] Technological Advancements - The company has made significant progress in advanced battery technologies, achieving an energy density of 400 Wh/kg for lithium metal batteries, and is steadily advancing in semi-solid and solid-state battery development [6] - The second-generation "three highs and one fast" aviation power battery has entered mass production, making the company the first in the industry to deliver batteries for fixed-wing manned aircraft [5] - Ongoing investments in R&D are aimed at maintaining a competitive edge in the battery industry, with plans to enhance production capacity by 10 GWh by the end of 2025 and an additional 15 GWh by the end of 2026, reaching a total capacity of 50.5 GWh [6]

Core Insights - The article discusses a significant research study on the heterogeneous nature of lithium fluoride (LiF) in solid-electrolyte interphases (SEI), which challenges the long-held belief that components in the electrode interface layer are in pure phases [3][6] - The findings provide new explanations for rapid ion transport mechanisms in high-performance secondary batteries and offer important theoretical guidance for the design of high-performance electrolyte and electrode interface materials [3][6] Group 1 - The research team utilized 19F solid-state NMR technology to discover that LiF SEI exhibits rich spectral characteristics due to the formation of a limited LiF-LiH solid solution, consisting of hydrogen-rich (LiH1−yFy) and fluorine-rich (LiF1−xHx) phases [6] - The study confirmed that in high Coulomb efficiency electrolytes, the hydrogen-rich phase dominates, which can be explained by the superior ionic conductivity of the LiF-LiH solid solution compared to LiF alone [6] - As a proof of concept, the research demonstrated that a LiH1−yFy coating in lithium metal batteries shows significant advantages over a LiF coating, providing a new understanding of the component heterogeneity in SEI [6] Group 2 - The research was conducted by a collaborative team from Westlake University and Fudan University, with key contributors including Liu Xiangsi, Li Shuyang, Yuan Chen, and Zheng Bizhu as co-first authors, and Xiang Yuxuan, Song Yun, and Zhu Yizhou as corresponding authors [7]

Battery - Zhongke Haina won a bid for a 20MWh sodium-ion battery energy storage project, marking a significant step in the engineering application of this technology [2] - Ganfeng Lithium's (Nanchang) battery production base project has reached 50% completion, with a total investment of approximately 4.07 billion yuan, aiming for production capacity of 10GWh of new lithium-ion batteries by July 2026 [3] Materials - The first public-type bonded warehouse for new energy battery materials in North China has officially started operations, focusing on lithium hydroxide, lithium carbonate, and cathode materials [6] Overseas - LG Energy Solution and KAIST announced a breakthrough in lithium metal battery technology, achieving a single charge range of 800 kilometers, a full charge time of 12 minutes, and a lifespan supporting 300,000 kilometers [9][10] - EOS Energy Enterprises plans to produce battery cathode materials domestically in the U.S. by the end of 2025 to mitigate the impact of tariffs [11] - Patriot Battery Metals reported progress in the permitting process for its lithium project in Quebec, with federal and provincial approvals now synchronized [13][14] - Natron Energy announced the closure of its operations in Michigan and California, laying off 95 employees after previously planning a $1.4 billion investment in a sodium-ion super factory [15]

Core Viewpoint - The growth in demand for electric vehicles is driving an increase in sales of power batteries, particularly in the passenger car segment, with the company experiencing a supply-demand imbalance [1] Group 1: Company Performance - The company reported a total shipment volume of 7.8 GWh in the first half of the year, representing a year-on-year increase of 99.2%, with passenger car battery shipments reaching 7.63 GWh, up 110.8% [1] - The company achieved operating revenue of 3.172 billion yuan, a year-on-year growth of 71.9%, and a net profit of 220 million yuan, an increase of 350 million yuan year-on-year [1] - The gross profit margin improved to 17.9%, an increase of 8 percentage points compared to the same period last year [1] Group 2: Production Capacity and Market Position - The company is currently in a supply-demand imbalance and plans to expand production capacity steadily, targeting 25.5 GWh by the end of 2024 and 35.5 GWh by the end of 2025, with a long-term goal of reaching 50.5 GWh by the end of 2026 [2] - The company ranks ninth in the industry for total power battery installation and seventh for passenger car battery installation, with a rise to sixth place in domestic rankings for passenger car battery installation in June [1][2] Group 3: Strategic Partnerships and Innovations - The company has established extensive collaborations with leading enterprises such as FAW Hongqi, Leap Motor, and SAIC Motor, and has secured new project designations from Volkswagen China [2] - The company is also expanding into the aviation battery sector, collaborating with Liaoning Tonghang and Hefei Zero Gravity Industry, with potential applications in various electric aircraft and humanoid robots [3] - The company is advancing in cutting-edge technologies, including solid-state batteries, lithium metal batteries, sodium-ion batteries, and fast-charging batteries, with a pilot line for sulfide solid-state batteries expected to be operational in the first half of next year [3]