1月2日，港交所信息披露，亿纬锂能 向港交所主板 递交了上市申请，中信证券为其独家保荐人。 亿纬锂能二次 向港交所 递交申请 与2025年6月递交资料不同的是， 亿纬锂能 募集资金用途发生了变化。 据此前6月信息显示， 亿纬锂能港股IPO拟募资 300亿港元 ，用于 匈牙利30GWh大圆柱电池项目、 马来西亚38GWh储能电池三期项目、 补 充营运资金及一般企业用途 ，以支持其全球化战略落地。 最新资料显示， 亿纬锂能拟将募资净额仅用于其匈牙利生产基地的持续建设，以及营运资金及一般企业用途，并不涉及 马来西亚38GWh储能 电池三期项目。 新能安"雪豹电池"已量产交付数十万套 新能安积极布局两轮车、高功率产品、储能系统等多个领域，与上游合作伙伴共同开发出更薄、性能更强的锂电池——新国标"雪豹电池"。 该电池实现了一次充电续航超百公里，适用温域宽广，支持-15℃低温充电，在-20℃环境下仍能保持95%以上的容量稳定输出，保障冬季出行 无忧。该电池还具备2.3C高倍率放电能力，瞬时峰值放电可达70A，为爬坡、起步提供强劲动力，同时循环寿命高达800次，兼顾动力性能与 长久使用。 截至目前， "雪豹电池" 已量产交 ...

近日，央视财经频道聚焦铝产业发展，重点关注上下游协同创新。作为新能源领域市场快速增长与产品创新代表，厦门新能安科技再次进入官 方视野。从4月央视点赞其智造实力，到入选《财富》中国科技50强榜单，再到此次财经频道深入解读其"材料体系"，新能安频繁获得主流媒 体关注与官方认可，这并非偶然，背后是其持续深耕技术、推动行业进步的扎实努力。 在新能源市场持续拓展的背景下，新能安积极布局两轮车、高功率产品、储能系统等多个领域，并不断推动产品迭代。为满足市场对电池能量 密度、功率输出及轻量化日益提升的要求，新能安始终以电池综合性能突破为核心方向，坚持从关键材料层面推动创新。为此，新能安与上游 合作伙伴共同开发出更薄、性能更强的锂电池——新国标"雪豹电池"。 该电池实现了一次充电续航超百公里，适用温域宽广，支持-15℃低温充电，在-20℃环境下仍能保持95%以上的容量稳定输出，保障冬季出 行无忧。该电池还具备2.3C高倍率放电能力，瞬时峰值放电可达70A，为爬坡、起步提供强劲动力，同时循环寿命高达800次，兼顾动力性能 与长久使用。 截止目前， "雪豹电池" 已量产交付数十万套，不仅作为小牛电动"双绝大师"的核心动力，也成为 ...

厦门2026年1月1日 /美通社/ -- 近日，央视财经频道聚焦铝产业发展，重点关注上下游协同创新。作为新 能源领域市场快速增长与产品创新代表，厦门新能安科技再次进入官方视野。从4月央视点赞其智造实 力，到入选《财富》中国科技50强榜单，再到此次财经频道深入解读其"材料体系"，新能安频繁获得主 流媒体关注与官方认可，这并非偶然，背后是其持续深耕技术、推动行业进步的扎实努力。 凭借出色性能，"雪豹电池"一经面市便成为爆款产品，获得市场高度认可——目前已量产交付数十万 套，不仅作为小牛电动"双绝大师"的核心动力，也成为五羊本田、极核、雅迪等众多品牌旗舰车型的品 质之选。其优异表现不但赢得了市场，更获得了官方对新能安实力的认可。 作为优质锂电池供应商，新能安始终以市场需求为导向，不仅持续突破自有技术，更积极与上游供应链 开展深度协同与前瞻布局，共同探索性能提升的更多可能。未来，新能安将继续携手产业伙伴，以创新 为驱动，不断突破性能边界，为用户提供更可靠、高效的能源解决方案，助力绿色出行与可持续发展。 在新能源市场持续拓展的背景下，新能安积极布局两轮车、高功率产品、储能系统等多个领域，并不断 推动产品迭代。为满足市场 ...

Core Viewpoint - The article discusses the strategic positioning of New Energy An in the electric two-wheeler market, particularly in light of the upcoming phase-out of old national standards for electric vehicles, and highlights the company's focus on different market segments and battery innovations to meet evolving consumer demands [1][3][19]. Market Transition and Strategy - After December 1, the old national standard for electric vehicles will be completely phased out, prompting brands like Ninebot, Yadea, Aima, and Niu to expedite the registration of old standard electric vehicle owners [2]. - In the past three months, leading two-wheeler brands have been clearing old standard vehicle inventories while shifting focus to the new national standard electric vehicles and the electric motorcycle market, which is expected to see a significant user shift due to new regulations [3][19]. - Users are expected to split into two main groups: those prioritizing safety for urban commuting and short-distance travel, who will favor new standard electric vehicles, and those requiring higher power, who will transition to light electric motorcycles and electric motorcycles [3][19]. Battery Innovations - New Energy An has developed the Snow Leopard battery specifically for the new national standard, utilizing magnesium alloy materials to reduce plastic use while maintaining lightweight and high strength, with the 48V 24Ah model weighing only 8.3 kg [5][10]. - The Snow Leopard battery meets the increasing commuting distance demands, with an average one-way commuting distance in major cities rising to 80-100 km, and can achieve a peak discharge of 70A and a range of over 100 km [7][8]. - The battery's low-temperature performance allows for fast charging at -15°C and maintains over 95% capacity at -20°C, addressing winter charging concerns for northern users [9]. Safety and Compliance - The Snow Leopard battery has passed various safety tests, including puncture and drop tests, ensuring it does not catch fire or explode, thus enhancing user safety [10][13]. - The battery has already achieved compliance with GB43854 standards and supports manufacturers in meeting GB17761 and CCC certification requirements, with mass production and delivery of tens of thousands of units before the new standards take effect [13]. Market Opportunities - The new national standard is expected to eliminate non-compliant high-power models, creating opportunities for compliant light and medium-speed electric motorcycles to meet specific market needs [14][19]. - New Energy An is preparing for the electric motorcycle market with a 72V 90Ah battery that offers a range of 195 km and fast charging capabilities, significantly enhancing performance compared to traditional gasoline motorcycles [16]. - The battery's design allows for compatibility with various electric motorcycle scenarios, providing a flexible product matrix to meet diverse user needs [16]. Battery Swapping and Shared Market - The battery swapping market for electric bicycles is projected to exceed 32.85 billion yuan by 2025, with a penetration rate expected to surpass 50% by 2026 [17]. - New Energy An is developing safer and more durable batteries for the swapping market, featuring protective designs and long cycle life, which are crucial for operators focused on battery safety and maintenance [18].

Core Viewpoint - The lithium battery industry is transitioning from a growth logic to a system logic, emphasizing safety, intelligence, and collaborative ecosystems in battery development and application [4][8][24]. Group 1: Event Overview - The 2025 (15th) High-Performance Lithium Battery Annual Conference was held in Shenzhen, gathering over 400 companies and more than 1200 industry leaders [2][11]. - The event focused on the future of the lithium battery industry, featuring discussions on the comprehensive electrification challenge [3][4]. Group 2: Industry Trends - Comprehensive electrification has shifted from a growth logic to a system logic, with safety, intelligence, and ecosystem collaboration becoming key priorities [4][8]. - The battery is evolving from a simple energy component to a foundational infrastructure for various intelligent systems, including vehicles, robots, and energy storage [5][6]. Group 3: Regional Development - Jiangmen is positioned as a key player in the lithium battery industry, offering sustainable land supply, a complete industrial chain, and a strong talent pool [9][11]. - The city has established a comprehensive and structured new energy industry system, with significant investments and projects driving growth [11][12]. Group 4: Technological Innovations - Companies like XPeng Motors are innovating in battery systems, focusing on safety, intelligence, and new ecosystems, with significant improvements in battery performance and charging efficiency [13][15]. - The industry is witnessing a clear trend towards semi-solid and solid-state battery technologies, with advancements in safety and performance [39][46]. Group 5: Market Dynamics - The commercial vehicle sector is experiencing rapid electrification, with penetration rates expected to exceed 50% in the coming years due to cost reductions in the lithium battery supply chain [15][18]. - The concept of "zero-carbon mining" is emerging as a significant application curve for new energy, particularly in regions with high diesel dependency [19][20]. Group 6: Safety and Quality Standards - Safety is being prioritized across the industry, with companies implementing rigorous testing and design standards to enhance battery reliability and performance [33][36]. - The industry faces challenges related to rapid equipment iteration and insufficient standardization, necessitating a focus on quality and consistency [36][37]. Group 7: Future Outlook - The next generation of batteries is expected to focus on longer range, faster charging, and higher cost-effectiveness, with an emphasis on integrating the entire supply chain [15][39]. - The solid-state battery market is still facing challenges, but collaborative efforts across the industry are essential for achieving commercialization [46].

Core Insights - The article emphasizes the importance of safety and high-quality battery solutions in the two-wheeler electric vehicle market, highlighting the launch of new battery products by Ningde Times' subsidiary, New Energy An [2][6][9] - It discusses the challenges faced by the two-wheeler electric vehicle industry, including issues like range anxiety, safety concerns, and the prevalence of substandard battery modifications [4][6] - The article outlines New Energy An's innovative battery solutions tailored for urban commuting, travel enthusiasts, and battery swapping operations, showcasing their advanced technology and performance metrics [7][8] Industry Challenges - The two-wheeler electric vehicle market in China has nearly 400 million units, but faces significant challenges such as overstated range, insufficient power, and safety hazards [4] - Users often compromise on safety and performance due to the prevalence of low-cost, low-quality battery options, leading to a "bad money drives out good" scenario [4][6] Safety Initiatives - New Energy An has developed a comprehensive safety system that spans the entire lifecycle of the battery, ensuring rigorous testing and validation processes [6] - The company has established over 16,000 testing cases to ensure safety and reliability in various operational scenarios [6] Product Innovations - New Energy An has introduced the "Snow Leopard Battery" for urban commuting, achieving a peak discharge of 70A and a real-world range of 100 kilometers, maintaining over 95% discharge capacity in extreme cold [7] - The 7290 large cell battery for travel enthusiasts offers a remarkable range of 195 kilometers and exceptional performance metrics, including 180A continuous discharge and 315A pulse discharge capabilities [7] - The company's battery solutions are designed to be valuable assets for operators in the battery swapping sector, enhancing efficiency for riders [7] Market Evolution - The article notes a shift in the two-wheeler market from a price-based competition to a focus on technology and ecosystem competition, with batteries becoming the new "heart" of vehicles [8][9] - Companies that master core technologies and provide comprehensive solutions will lead the industry's development [9]

Core Viewpoint - The automotive industry's shift from gasoline to electric is mirrored in the two-wheeled transportation sector, with CATL's new energy brand, New Energy An, launching a comprehensive solution for two-wheeled travel at the 2025 China Motorcycle Expo, aiming to transition the industry from "low-price competition" to "quality-driven success" [1] Group 1: Market Context and Challenges - Electric motorcycles have become a choice for nearly 400 million people in China for short-distance travel, but the industry faces challenges such as discrepancies between actual and advertised range, rapid battery depletion, and safety concerns due to substandard modifications [3] - The prevalence of low-quality batteries has led to significant safety risks, with 7,048 electric bicycle fire incidents reported in the first half of 2025, highlighting the urgent need for improved safety standards [3] Group 2: New Energy An's Solutions - New Energy An emphasizes a safety-first approach, integrating full lifecycle safety and scenario safety into their product development process, with over 16,000 testing cases to ensure comprehensive safety for two-wheeled travel [5] - The company has introduced the "Snow Leopard" battery for commuters, featuring lightweight and high-strength materials, achieving high energy density and efficiency [5] - For adventure riders, New Energy An launched a 72V90Ah lithium battery, offering a range of up to 195 kilometers and superior performance, including a 5C pulse discharge capability for enhanced acceleration [6] - In commercial operations, New Energy An's battery solutions are designed to be reliable and efficient, allowing riders to maximize their productivity with minimal battery swaps [6] Group 3: Strategic Partnerships - New Energy An's 72V90Ah battery is set to be featured in the Ninebot flagship electric motorcycle M5200, with Ninebot's leadership emphasizing the importance of intelligent experiences in the future of electric motorcycles [7]

Core Viewpoint - The article highlights a significant structural transformation in the motorcycle industry, where electric motorcycles (e-motorcycles) are systematically replacing fuel motorcycles (oil motorcycles) across major markets, driven by advancements in battery technology and evolving consumer demands [2][3][4]. Group 1: Market Trends - In Southeast Asia and China, the market share of fuel motorcycles is rapidly being eroded by electric motorcycles, with notable growth rates such as over 26% in Indonesia and a 45% increase in high-end e-motorcycle sales in China [2]. - Government policies, such as the ban on fuel motorcycles in Hanoi starting in 2026, are accelerating this transition [2]. Group 2: Consumer Preferences - The younger generation is shifting their perception of two-wheelers from mere transportation to lifestyle products, emphasizing design, smart features, and overall riding experience [5]. - E-motorcycles offer advantages such as lower charging costs and reduced maintenance expenses, making them more economically viable over their lifecycle compared to fuel motorcycles [6]. Group 3: Challenges and Solutions - The industry faces challenges including safety concerns due to low-quality batteries and a fragmented approach to solutions that do not cover all user scenarios [10]. - A focus on safety and comprehensive solutions that address various travel scenarios is essential for overcoming these challenges [11]. Group 4: Technological Innovations - New energy companies like 新能安 are leading the way with innovative solutions, emphasizing safety and performance through rigorous testing and high standards [14][16]. - The introduction of customized solutions for different user scenarios, such as lightweight batteries for urban commuting and high-capacity batteries for long-distance travel, showcases the industry's commitment to enhancing user experience [18][19]. Group 5: Industry Outlook - The electric motorcycle sector is poised for rapid growth, with the potential for Chinese brands to gain significant influence in the global motorcycle industry [24]. - The transition from fuel to electric motorcycles is expected to accelerate, particularly in economic and commuting scenarios, as technology and value systems mature [25].

Core Insights - The electric two-wheeler market is experiencing a significant transformation driven by the demand for high safety and high value solutions, as highlighted by the launch of a comprehensive solution by New Energy An at the 2025 China Motorcycle Expo [1][6] - The current domestic electric motorcycle market has nearly 400 million units, but faces challenges such as discrepancies between actual and advertised range, battery degradation over time, and performance issues in cold weather [2][5] - Safety is emphasized as a fundamental aspect of development in the two-wheeler industry, with New Energy An aiming to establish safety as the baseline for all products [5][6] Industry Challenges - Users experience "range anxiety" due to significant differences between advertised and actual performance, as well as "power anxiety" when carrying heavy loads [2][5] - The prevalence of substandard battery modifications poses safety risks and undermines the overall user experience [2][5] New Energy An's Solutions - New Energy An's approach includes a comprehensive safety framework that spans the entire product lifecycle, with over 16,000 testing cases to ensure battery safety and reliability [5][6] - The company has introduced the "Snow Leopard" battery for urban commuting, which utilizes aerospace-grade magnesium alloy for lightweight and high strength, enhancing energy density and efficiency [6] - The launch of the 72V90Ah large single-cell lithium battery aims to address range and performance limitations, offering a capacity of 6.5 kWh and a range of 195 kilometers, while maintaining over 100% capacity retention after 300 cycles [6][9] Market Positioning - New Energy An's battery solutions are positioned as essential assets for commercial operators, enhancing efficiency and reliability in operations [7] - The collaboration with Ninebot aims to integrate smart mobility with intelligent energy solutions, focusing on providing users with safer, smarter, and more flexible travel experiences [9]