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~ 全国锰产业高质量发展会议 纪实。 面对新一轮能源领域的深刻变革与材料行业的激烈竞争，突破资源瓶颈的桎梏、加速技术创新的步伐、构 建绿色循环的产业体系，已然成为全行业高度聚焦、亟待攻克的关键议题。 尤其在锰基新型正极材料这一极具潜力的细分领域，一系列难题横亘在前：如何冲破锰基材料现有的理论 性能天花板，挖掘其更深层次的性能潜力；如何进一步拓宽锰基材料的应用场景，使其在更多领域发挥关 键作用，这些都成为锰基新能源产业从业者必须直面并解决的棘手问题。 为深入剖析、集思广益，共同探寻这些问题的破局之道 ， 8月28日，一场聚焦锰产业未来走向的盛会 ——全国锰产业高质量发展会议，在风景秀丽的长阳土家族自治县盛大召开。 此次全国锰产业高质量发展会议不仅为锰基新能源产业的从业者们搭建了一个高规格、深层次的交流平 台，更如同一股强劲的东风，激发了行业内对于技术创新、资源优化及绿色发展的无限热情与深刻思考。 通过专家们的精彩分享与圆桌会议上的思想碰撞，与会者深刻认识到，面对全球能源转型的大潮，锰基材 料作为新能源领域的关键一环，其发展路 ...

Core Viewpoint - Manganese-based batteries are systematically returning to the industry spotlight, emerging as a "third pole" in the lithium battery landscape, alongside lithium iron phosphate and ternary materials [2][4][14]. Group 1: Manganese Battery Technology Advancements - Star Power has achieved a breakthrough in the mass production of single crystal manganese lithium materials, enhancing structural stability and overall battery performance [3][6]. - The "golden dual-core" battery system, combining single crystal manganese lithium and lithium manganese phosphate, has demonstrated significant improvements in cycle life and low-temperature performance, with a normal temperature cycle life exceeding 3000 times and high-temperature cycle life over 1500 times [8][16]. - The new generation of manganese-based materials is being developed, including MnFeNi and low-pressure lithium manganese, aiming to cover multiple voltage ranges and adapt to various scenarios [15][16]. Group 2: Market Expansion and Applications - The manganese battery family is expanding with new members like lithium manganese phosphate and lithium-rich manganese, which are gaining traction in the market [9][14]. - CATL's M3P battery, based on lithium manganese phosphate, has been adopted in high-end models such as Chery's Star Era ES and Tesla's Model Y [10]. - Star Power has shipped over 10 million units of its second-generation lithium manganese phosphate battery, leading the industrialization process [11]. - General Motors and LG Energy are collaborating on lithium-rich manganese batteries expected to commercialize by 2028, while Ford plans to launch related products by 2030 [12][13]. Group 3: Competitive Landscape and Future Outlook - The industry is witnessing a collective push from companies like Star Power, CATL, LG, and Ford towards lithium manganese phosphate and lithium-rich materials, indicating a significant shift in the battery technology landscape [14]. - Manganese-based batteries are expected to extend their applications from light electric vehicles to mainstream power systems and energy storage markets, with potential advantages in cost and low-temperature performance compared to lithium iron phosphate [15][16].

Core Viewpoint - The electric two-wheeler market in developing countries, particularly in Africa and South Asia, presents significant business opportunities driven by high demand and low penetration rates, similar to the mobile phone market in Africa [1][2]. Group 1: Market Opportunities - Transsion Holdings is actively recruiting for its electric two-wheeler division, indicating a strategic focus on the African and South Asian markets [1]. - The potential user base for electric two-wheelers globally is estimated to be between 2 to 2.5 billion people, representing about one-third of the world's population [1]. - Governments in Africa, such as Rwanda and Kenya, are implementing policies to promote electric two-wheelers, including bans on new fuel-powered motorcycles and the establishment of charging infrastructure [2][4]. Group 2: Policy and Economic Drivers - Strong government policies in countries like India and Indonesia have significantly boosted electric two-wheeler sales, with India seeing a 33.5% increase in sales in 2023 [4]. - The economic necessity of two-wheelers in developing regions, where they serve as both consumer goods and tools for livelihood, enhances their demand [5]. Group 3: Infrastructure and Technological Adaptation - The low electricity coverage in many African regions makes electric two-wheelers more suitable than electric cars, as they can operate effectively in areas with limited infrastructure [6]. - Chinese battery companies, such as Xingheng Power, are capitalizing on the demand for electric two-wheelers, with a cumulative shipment of 33 million battery units [6][7]. Group 4: Battery Technology and Localization - Battery reliability and durability are critical for electric two-wheelers in harsh environments, leading companies to develop specialized battery technologies [9][10]. - Localized production and service networks are essential for success in the third-world markets, as demonstrated by companies like Guoxuan High-Tech and EVE Energy establishing local manufacturing facilities [14][15].

Core Viewpoint - The article discusses the competitive landscape in the lithium battery industry, highlighting the challenges of "involution" and the need for companies to establish strong competitive barriers to thrive in a saturated market [2][3][24]. Group 1: Industry Overview - The competition in the new energy sector has escalated to a national level, with leading companies maintaining growth while many others face stagnation or losses due to established competitive advantages [2]. - The electric two-wheeler lithium battery industry is undergoing significant transformation driven by new national standards, increased demand for lead-acid battery replacements, and a rationalization of lithium battery costs [3]. Group 2: Market Performance - In Q1 of this year, domestic sales of electric two-wheeled vehicles surged by 58% year-on-year, indicating a robust growth trend in the lithium battery sector for this market [4]. - Leading company Xingheng Power has solidified its market position with over 70% sales growth in Q1, despite facing production capacity constraints [4][5]. Group 3: Competitive Strategy - Xingheng Power has focused on refining its operations within the electric two-wheeler lithium battery sector since its establishment in 2003, forming strategic partnerships with major manufacturers [7]. - The company has achieved a supply rate of over 70% with leading vehicle manufacturers, demonstrating its deep understanding of market needs and robust supply chain management [7][9]. Group 4: Technological Innovation - Xingheng Power has developed a unique "golden dual-core" material system that enhances battery cycle life to 3000 times while ensuring safety and performance [11]. - The company has pioneered the manganese-based battery technology, which now holds over 80% market share in the electric two-wheeler sector, and has introduced patented safety features to mitigate fire risks [11][13]. Group 5: Market Positioning - Xingheng Power has strategically positioned itself in the Southeast Asian electric motorcycle market, capturing significant market share and responding quickly to local demands [17][18]. - The company has adopted a strategy of "technology embedded + market positioning," making it difficult for competitors to replicate its advantages [18]. Group 6: Resilience and Growth - During the lithium carbonate price surge in 2022, Xingheng Power did not simply pass on cost pressures but instead focused on technological breakthroughs to stabilize supply chains and market balance [20][21]. - The company has played a pivotal role in setting industry standards and has been a key player in the compliance transition for electric two-wheeled vehicles [21][22].

产品广泛应用于电动汽车、储能、电动轻型车等新能源领域。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，动力锂电池高新技术企业「星恒电源」日前完成数亿元融资，CMC资本与金通 资本联合对其子公司星恒电源（滁州）有限公司进行投资。 自2003年成立以来， 星恒电源 一直以来 致力于提供高质量的锂电池产品，服务于全球客户 ， 产 品广泛应用于电动汽车、储能、电动轻型车等新能源领域。星恒电源的锂电池产品已出口至 欧洲和 东南亚，遍布全球 30个国家和地区， 动力锂电池累计销量超3000万组，轻型车锂电池连续六年出 货全球领先，并配套超30万辆电动汽车。 星恒电源的产品以锰基电池为主，锰基电池以其安全性、抗衰性、低温性能和成本效益在小动力电池 市场中占据竞争优势。公司的产品线覆盖轻型车锂电池、电动汽车锂电池、家用储能电池与便携移动 电源电池等多个领域，满足不同场景的需求。特别是在两轮车锂电池行业，目前市场上存在大量劣质 锂电池，这些电池往往由小作坊生产，使用不合规拆解回收的汽车退役电芯及电池企业淘汰的不合格 电芯拼装而成，存在严重安全隐患，今年的南京大火，坚 ...