证券日报网讯南都电源（300068）9月17日在互动平台回答投资者提问时表示，公司数据中心用锂电池 为铁锂技术路线，三星、LG等为三元技术路线。铁锂的安全性、循环寿命均比三元优异。公司高压锂 电产品已获得UL9540A和1973等美国主流认证，并广泛应用在美国各大数据中心项目中。 ...

（文章来源：每日经济新闻） 南都电源（300068.SZ）9月17日在投资者互动平台表示，公司数据中心用锂电池为铁锂技术路线，三 星、LG等为三元技术路线。铁锂的安全性、循环寿命均比三元优异。公司高压锂电产品已获得 UL9540A和1973等美国主流认证，并广泛应用在美国各大数据中心项目中。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司中标北美数据中心有什么技术优势和产品特 点？贵司的半固态锂电后备电源产品在北美同行竞争有什么优势？国外数据中心和储能起火事件损失惨 重，贵司有力推固态产品吗？入选北美市场需要提供哪些认证通行证。目前贵司是否在数据中心细分领 域出口排行头部企业？ ...

9月10日，浙江南都电源动力股份有限公司接待了爱建证券、汇丰晋信、太保资产等15家机构的调研， 就公司业务情况、产品特点、市场布局及未来规划等方面进行了深入交流。 调研基本信息 南都电源凭借自研技术和丰富经验，与多家头部企业建立合作。现有数据中心锂电产能1.5GWh，明年 计划扩产1GWh至2.5GWh，且具备快速扩产能力。北美数据中心终端客户多为美国互联网头部厂家， 预期明年数据中心锂电营收翻倍增长。高压锂电产品作为龙头产品，未来即便降价，也会通过技术升级 保持毛利率，且海外客户对价格不敏感，降价幅度有限。 储能订单情况 海外大储市场加速扩张，南都电源目前大储在手未发订单约7.8GWh，其中国内约5GWh，海外约 2.8GWh，海外订单主要来自澳洲、欧洲、英国等地。公司电池均自产，中标的2.8GWh独立储能项目订 单，今年预计交付1.2GWh，明年交付1.6GWh。 全球数据中心市场展望 据多渠道反馈，南都电源预计明年北美市场数据中心备用电池需求约20GWh，全球约30GWh。随着算 力需求爆发，未来几年数据中心建设需求预计翻倍以上增长。未来，南都电源将以客户需求为导向，打 造"技术研发 + 市场拓展"双轮 ...

Battery - CATL exits the Finnish battery project, selling its 20.6% stake in Valmet Automotive to the Finnish government and Pontos, with the government injecting approximately €35 million into Valmet, resulting in a 79% ownership stake [2] - Huineng Technology announces collaboration with CEA-Liten to develop a modular, detachable solid-state battery that allows for individual cell replacement, aiming to reduce waste and maintenance costs, with a showcase planned for the 2025 Munich Motor Show [3] - Guangdong Jinseng New Energy submits a listing application to the Hong Kong Stock Exchange, focusing on the recycling of mainstream battery systems, including ternary lithium and lithium iron phosphate batteries, establishing a vertically integrated business model [5] Materials - Jiuwu High-Tech wins a bid for a lithium extraction project in the Lop Nur salt lake, with a contract value of 81.5 million yuan, which is expected to enhance the company's market share and performance in the lithium extraction sector [7] Overseas - SK On signs a supply agreement with Flatiron Energy for lithium iron phosphate batteries for energy storage systems, planning to supply up to 7.2 GWh of batteries from 2026 to 2030 [9] - SK On plans to convert part of its electric vehicle battery production line in Georgia, USA, to produce batteries for energy storage systems, with mass production expected to start in the second half of next year [11] - Volkswagen announces a reduction in production of its ID.4 electric SUV in the US due to lower-than-expected sales, indicating a need for manufacturers to adjust production plans in a competitive EV market [12] - Toyota announces plans to produce a pure electric vehicle model in its Czech Republic factory, marking its first local production of an all-electric model in Europe, with the Czech government investing up to €64 million in a new battery assembly facility [14]

Core Viewpoint - The article emphasizes the investment value of significant events in the semiconductor and AI server industries, highlighting companies that are breaking foreign monopolies and advancing battery technologies for data centers [1]. Group 1: Semiconductor and AI Servers - A company has developed crystal materials that have broken foreign monopolies and its products are now used in AI server power supply [1]. Group 2: Solid-State Batteries and Data Centers - Another company has mastered all-solid-state and semi-solid-state battery technologies, established a pilot production line, and achieved small batch deliveries; its high-voltage lithium battery products are widely used in data centers in the United States [1].