事情源于2018年10月，两家原告均通过公开招标方式，分别向中汽宏远采购配置锰酸锂动力电池的纯电公交250辆、422辆。自2021年10月和2021年1月 起，两家原告所采购车辆陆续出现动力电池故障或者异常衰减情况，导致车辆大面积停运。由于公交大面积停运数年后问题仍未解决，最终只能起诉。其 损失补偿能否拿到、何时拿到，仍是未知数。 笔者注意到，上述诉讼当中，东莞巴士出现故障的车辆在当年的招标中，要求明确限制为"锰酸锂动力电池"。 因为存在能量密度低导致续航里程短、循环寿命短、高温性能差、电池衰减较快等固有缺点，锰酸锂电池市场份额一路走低。据中国化学与物理电源行业 协会动力电池应用分会统计，到2018年，其市场占比只有1.9%。 可见，在当时的市场结构下，将电池限制在锰酸锂领域，实际相当于将招标的竞争范围进行了大幅压缩，走"非主流"路线的企业反倒在这次招标中具备局 部优势。后续的情况也证明，锰酸锂的技术缺陷无法被忽视。 此外，在招标时，为了防范售后风险，对于中标企业后续履约能力的考察也非常重要。这就需要关注企业的持续经营能力和财务状况。比如，企业的收入 来源是否多元化，是否过于依赖某一大客户、某一地域；企业的现 ...

因为存在能量密度低导致续航里程短、循环寿命短、高温性能差、电池衰减较快等固有缺点，锰酸锂电 池市场份额一路走低。据中国化学与物理电源行业协会动力电池应用分会统计，到2018年，其市场占比 只有1.9%。 可见，在当时的市场结构下，将电池限制在锰酸锂领域，实际相当于将招标的竞争范围进行了大幅压 缩，走"非主流"路线的企业反倒在这次招标中具备局部优势。后续的情况也证明，锰酸锂的技术缺陷无 法被忽视。 每经评论员 杜恒峰 11月25日晚间，龙洲股份（SZ002682，股价5.34元，市值30.03亿元）公告，控股孙公司东莞中汽宏远 汽车有限公司（以下简称中汽宏远）因买卖合同纠纷涉两起重大诉讼。原告分别为东莞巴士有限公司 （以下简称东莞巴士）和东莞市城巴运输有限公司（以下简称东莞城巴）。东莞巴士是东莞当地最大的 公交公司，也是大型国有独资企业，东莞城巴是其100%控股的子公司。两案涉案金额合计4.31亿元。 事情源于2018年10月，两家原告均通过公开招标方式，分别向中汽宏远采购配置锰酸锂动力电池的纯电 公交250辆、422辆。自2021年10月和2021年1月起，两家原告所采购车辆陆续出现动力电池故障或者异 常衰减 ...

起点研究院 SPIR数据统计 2025 前三季度 中国两轮车锂电池 PACK 出货量为 1204 万组，同比增长 28.3%，增长原因有： ①C端领域车企 推陈出新，九号、小牛等企业增长迅猛，新国标政策9月1号正式实施，1 1 月 30号后不得在售卖老旧车型，车企推出促销活动，推动锂电两轮 车出货增长；②共享领域持续增长，哈啰、青桔等新增多个城市投放点叠加共享电单车电池替换的节点期，推动新能安、博力威等企业共享领域 锂电池出货增长；③换电领域国内前三季度出现外卖"大战"情况，小哈、铁塔等头部运营商在区域内新增多个换电柜投放点，并拓展多个 城市 投放点 投放换电柜，以及海外南非区域换电市场有所增长 ； ④海外出口增长，欧洲及印度等区域增长，东南亚区域小幅微增。 起点研究院 SPIR数据显示 2025 前三季度 中国两轮车锂电池 PACK 国外出口 约 320 万组，同比增长 12.3 % 。 其中欧美市场两轮车电池 需求稳中有升；东南亚（综合不足 10%）、印度（不足 10% ）、非洲（待开发状态）市场目前以 "燃油"两轮车为主，锂电渗透率较低，中长 期潜在需求广阔，东南亚成为国内企业海外基地重点布局区域。 起 ...

Core Viewpoint - The city of Qionglai is rapidly developing into a world-class production base for new energy battery materials, supported by robust industrial data and a complete supply chain in lithium battery materials [1][3]. Group 1: Industrial Growth and Data - In 2024, the industrial output value of new energy materials in Qionglai is projected to reach 19.51 billion yuan, with a growth rate of 17.9% [1]. - Qionglai has established a complete supply chain covering lithium battery anodes, cathodes, separators, and equipment manufacturing, with over 320 enterprises in the industry chain by July 2025 [1][3]. Group 2: Leading Enterprises - Puxin Technology is a leading enterprise in Qionglai's new energy materials industry, with significant production capabilities and a projected annual output value of 12 billion yuan from its lithium battery anode materials [3][4]. - Chengdu Rongjie Lithium Industry is focusing on digital transformation to enhance production efficiency and management, aiming to establish a significant battery-grade lithium salt production base [4]. Group 3: Collaborative Development - The integration of upstream and downstream enterprises is crucial for the collaborative development of the industry chain, with companies like Aiminte and Hongli New Energy contributing to local production and reducing logistics costs [5][6]. - Hongli New Energy has achieved rapid production timelines, with its manganese lithium battery production line operational within 86 days, showcasing the efficiency of local government support [6]. Group 4: Strategic Expansion - Qionglai is actively pursuing cross-regional and cross-industry collaborations to enhance its new energy materials sector, including partnerships with the Tianfu New Area for research and production integration [7][8]. - The city is also focusing on emerging sectors such as new energy storage and low-altitude economy, aiming to attract projects related to high-performance lithium batteries and composite materials [8]. Group 5: Future Outlook - Qionglai is implementing policies to strengthen and expand its industrial chain, with infrastructure developments like the 500 kV power transmission project and the G108 expressway enhancing connectivity [9]. - The city aims to build a "trillion-level" industrial cluster centered on battery materials, quality liquor, and pharmaceuticals, contributing to the development of Chengdu's sub-center [9].

Core Insights - Xiaomi's Yu7 electric vehicle emphasizes battery safety with multiple protective measures, including a 1500MPa anti-scratch beam and a bulletproof coating to absorb impact energy [1][3] Battery Safety Features - The Yu7 features a 1500MPa anti-scratch beam at the front of the battery pack to push away obstacles, ensuring the battery pack is not directly impacted [1] - A bulletproof coating similar to that used in the Xiaomi SU7 Ultra battery pack is applied to the bottom of the battery, effectively reducing damage from scrapes [1] Battery Positioning and Ventilation - Electric vehicle batteries are typically located under the chassis and behind the rear seats, requiring ventilation holes in the battery box to prevent gas accumulation [3] Types of Electric Vehicle Batteries - Lead-acid batteries: Low cost and good low-temperature performance, but low energy density and short lifespan [4] - Nickel-hydride batteries: Cost-effective and durable, but have low energy density and environmental concerns due to heavy metals [4] - Manganese lithium batteries: Low cost and good safety, but unstable and with a shorter lifespan [4] - Ternary lithium batteries: High energy density and long cycle life, making them the mainstream choice for electric vehicles [5] Product Launch Announcement - Xiaomi's Yu7 is set to launch at the end of June, as announced by Lei Jun on social media [5]

Core Viewpoint - The article highlights the successful launch of a lithium battery production line by Hongli New Energy (Chengdu) Co., Ltd. in Sichuan, indicating significant investment and production capacity in the lithium battery sector [1][2]. Group 1: Project Overview - The project has a total investment of approximately 1.1 billion yuan and covers an area of about 132 acres, with an annual production capacity of 1 billion manganese lithium batteries [2]. - The Chengdu facility is part of Hongli New Energy's newly established subsidiary, which focuses on battery manufacturing and related materials [3]. Group 2: Company Background - Hongli New Energy (Chengdu) Co., Ltd. was established in December 2024, with its headquarters located in Xinxiang, Henan, and an annual output value of 3 billion yuan [3]. - The company operates three major production bases in Xinxiang, Jiaozuo, and Chengdu, with a total production capacity of 10 GWh of lithium-ion batteries and 20,000 tons of manganese lithium annually [3]. Group 3: Market Applications - The products of Hongli New Energy are widely used in various sectors, including power tools, electric toys, mobile power supplies, portable lighting, smart speakers, and smart home devices, and are exported to the US, Europe, Southeast Asia, and India [3]. Group 4: Production Goals - The Chengdu project has already commenced production and aims to achieve a production value of 30 million yuan in the second quarter, with a target to reach full production capacity by August [3].

Core Viewpoint - The article highlights the recent launch of the manganese lithium battery production line by Hongli New Energy (Chengdu) Co., Ltd., marking an expansion in lithium battery production capacity in the Qionglai region [1][2]. Company Overview - Hongli New Energy (Chengdu) Co., Ltd. is a wholly-owned subsidiary of Henan Hongli New Energy Co., Ltd., established in 2015, focusing on manganese-based lithium-ion batteries and their cathode materials [2]. - The company primarily produces cylindrical batteries, including models such as 18650 and 14500, with applications in various sectors like power tools, toys, mobile power sources, and smart home devices, exporting to regions including the USA, Europe, and Southeast Asia [2]. Production Capacity - Hongli New Energy has established three production bases in Xinxiang, Jiaozuo, and Chengdu, with a total annual production capacity of 10 GWh for lithium-ion batteries and 20,000 tons for manganese lithium [3]. - The Chengdu project, which recently commenced production, aims to achieve a production value of 30 million yuan in Q2 and targets full production by August [3]. Industry Context - Sichuan province is recognized as a significant lithium battery industry hub in Southwest China, benefiting from abundant mineral resources and transportation advantages, attracting numerous lithium battery enterprises [3]. - The article mentions another project by Chuangming New Energy in Mianyang, which involves a large cylindrical battery project with a total investment of 12 billion yuan, highlighting the growing investment in the lithium battery sector [3]. Product Advantages - Chuangming New Energy's cylindrical battery products are noted for their high safety, energy density, long cycle life, and low internal resistance, making them suitable for various applications including transportation, energy storage, and aerospace [4]. - The use of full-tab technology in their cylindrical batteries significantly reduces internal resistance and heat generation, enhancing overall performance [5]. Market Position - According to a report by Qidian Research Institute, global shipments of cylindrical batteries are projected to reach 151.2 GWh in 2024, representing a 24% year-on-year increase, with Chuangming New Energy ranking tenth in the industry by shipment volume [5].

Group 1 - The core viewpoint of the news highlights the rapid establishment and production capabilities of Hongli New Energy (Chengdu) Co., Ltd., which successfully launched its lithium battery production line just 86 days after signing the project agreement [1] - The project involves a total investment of approximately 1.1 billion yuan, aiming to build a production line capable of producing 1 billion manganese lithium batteries annually, with a target annual output value of 2.5 billion yuan [1] - The production line operates 24 hours a day, with plans to achieve a production value of 300 million yuan in the second quarter [1] Group 2 - The Tianxin Industrial Park has initiated a "Hongli New Energy Project Construction Action Plan," providing dedicated services to assist the company in various operational aspects, including registration, approvals, and talent services [2] - The Qionglai area has become a key hub for new energy and new materials industries in Chengdu, with the Tianxin Industrial Park covering an area of 18.70 square kilometers and housing over 320 industry chain enterprises [2] - The park has established a complete layout for key materials in power batteries, including positive and negative electrodes and separators, which has helped reduce procurement time and logistics costs for Hongli New Energy [2]