新闻聚焦 ◐七部门：积极培育专业化绿色低碳公共服务平台和服务机构。 10月11日，工信部等七部门联合印发的《深入推动服务型制造 创新发展实施方案（202 5—2028年）》指出，发展节能环保服务，积极培育专业化绿色低碳公共服务平台和服务机构，增强绿 色诊断、能源计量等服务能力。加大重点行业服务型制造发展力度，推动巩固提升新能源汽车、工程机械、通信设备等产业优势 地位，促进钢铁、石化、医药、船舶等产业提质增效。 【更多详情】 国内新闻 ◐国内首套变电站构网型风光储一体化系统投运。 据人民财讯10月11日报道，近日，由深圳供电局牵头，禾望电气、清华大学 等单位联合研发的国内首套应用于变电站实时保供电的构网型风光储一体化系统——后海三（春晖站）示范工程顺利投运，标志 着我国在构网型储能技术与城市配电网融合应用方面取得重要突破。 ◐乘联分会：今年以来乘用车市场累计零售17 00.4万辆，同比增长 9%。 据乘联分会微信公众号10月11日消息，初步统计，9月 1日—3 0日，全国乘用车新能源市场零售130.7万辆，同比去年9月增长1 6%，较上月增长1 7%，全国乘用车新能源零售渗透率 5 8 .5%，今年以来累计零售 ...

新能源汽车目前存在动力电池成本高、里程焦虑等问题，行业也一直在寻找更好的技术路线。而锰基电 池恰恰具有高能量密度、低成本、环境友好等优点。不过，多种锰基电池和锰基固态电池目前还面临导 电性、循环寿命等技术挑战。 在此背景下，工大国创先进电池材料与器件研究院将聚焦于锰基电池及关键材料，构建"基础研究—中 试孵化—产业应用"全链条创新体系，建成集技术研发、工程化、产业化、科研服务为一体的国际化科 技平台，促进北京高等院校及科研院所高水平原创成果的高质量转化和快速产业化。 本报讯（记者 曹政）一种全新技术路线的电池有望装上新能源汽车，从而缓解传统动力电池成本高、 能量密度低、续航里程较短等问题。 近日，第四届锰基电池及关键材料研讨会（国际）暨产业合作大会在北京经开区举行。会上，由国家新 能源汽车技术创新中心、北京工业大学等发起的工大国创先进电池材料与器件研究院揭牌成立。该研究 院将加速锰基电池领域关键材料与技术研发，推动锰基电池早日上车，打造锰基电池产业集群。 研究院院长尉海军透露，研究院以北工大为主要原创技术策源地，将联合清华大学、北京大学等高校与 科研院所，组织宁德时代、比亚迪等产业链企业共同参与，打造锰基电池 ...

一种全新技术路线的电池有望装上新能源汽车，从而改变传统电池成本高、能量密度低、续航里程较短等问题。 近日，第四届锰基电池及关键材料研讨会（国际）暨产业合作大会在北京经开区举行。会上，由国家新能源汽车技术创新中心、北京工业大学、北京创能惠 通科技有限公司、时代北汽（北京）新能源科技有限公司发起的工大国创先进电池材料与器件研究院揭牌成立。该研究院将加速锰基电池领域关键材料与技 术研发，推动锰基电池早日上车，打造锰基电池产业集群。 众所周知，新能源汽车普遍使用的电池存在成本高、里程焦虑等问题，行业也一直在寻找更好的技术路线。而锰基电池恰恰具有高能量密度、低成本、环境 友好等优点。 "锰基电池是正极活性材料中过渡金属元素主要为锰的电池，涵盖锂离子电池、固态锂电池等多条重要技术路线。" 工大国创先进电池材料与器件研究院相 关负责人举例，相比锂、镍、钴等，锰矿储量丰富，更容易获得；锰基电池的能量密度未来可实现远高于现在广泛应用的三元锂电池、磷酸铁锂电池，这就 有望为新能源汽车带来更长的续航里程，冬季等低温状态下里程衰减问题也可大幅缓解。 在此背景下，会上成立的工大国创先进电池材料与器件研究院，将聚焦于锰基电池及关键材料， ...

Core Viewpoint - The article emphasizes the urgent need for the manganese industry to overcome resource bottlenecks, accelerate technological innovation, and build a green circular industrial system in response to profound changes in the energy sector and intense competition in the materials industry [1][11]. Group 1: Industry Insights - The National Manganese Industry High-Quality Development Conference was held on August 28, focusing on the future direction of the manganese industry [1]. - Longyang County is recognized as a significant manganese resource area in China, highlighting its importance in the national manganese industry landscape [3]. - The future development of manganese mining in China will focus on breakthroughs in low-grade ore utilization and exploration in potential areas such as Xiangdong, Chuanxi, and Hebei over the next 10-15 years [3]. Group 2: Technological Developments - Manganese-based cathode materials are identified as a crucial direction for future battery development, necessitating collaboration between industry, academia, and research to expand their application in power and energy storage batteries [3]. - The advantages of manganese-based materials include safety, low-temperature performance, and high cost-effectiveness, making them a new trend in the power battery industry [4]. - The global first manganese-based semi-solid-state battery was launched by SAIC on August 5, 2025, showcasing the potential of manganese-based batteries in various applications [4]. Group 3: Environmental Solutions - The treatment of manganese slag, a solid waste from electrolytic manganese production, poses a significant challenge for sustainable development in the manganese industry [7]. - A comprehensive solution for harmless treatment of manganese slag includes multiple processes such as multi-stage countercurrent washing and chemical stabilization techniques [7]. Group 4: Collaborative Discussions - A roundtable discussion featured industry leaders discussing breakthroughs in technological bottlenecks and market trends, fostering a consensus on development strategies [9]. - The conference served as a high-level platform for industry professionals to exchange ideas, igniting enthusiasm for technological innovation and resource optimization [11]. Group 5: Future Outlook - The successful conclusion of the conference marks a new development stage for the manganese-based new energy industry, with leading companies like Anhui Boshik High-Tech setting benchmarks for enhancing battery performance and expanding application fields [11]. - As technologies mature and commercialization accelerates, manganese-based batteries are expected to play a significant role in the green energy revolution, particularly in new energy vehicles and energy storage systems [11].

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 ...