高性能高镍软包电池

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【太平洋科技-每日观点&资讯】(2025-03-24)
远峰电子· 2025-03-23 11:57
Market Performance - The main board led the gains with notable stocks such as Zhizhen Technology (+10.01%), Shenzhou Information (+9.99%), and Sanwei Communication (+9.96%) [1] - The ChiNext board saw top performers like Tianhe Defense (+7.19%) and Jiuzhiyang (+7.16%) [1] - The Sci-Tech Innovation board was led by Puyuan Information (+5.14%) and Guoguang Electric (+5.13%) [1] - Active sub-industries included SW Communication Cables and Accessories (+2.52%) and SW Education Publishing (+0.68%) [1] Domestic News - Huaxing Optoelectronics plans to diversify the supply chain for components at its newly acquired LCD factory in Guangzhou from LG Display, set to begin operations next month [1] - Guangxun Technology will launch an upgraded version of its optical module featuring a 3nm DSP chip during OFC 2025, extending the lifecycle of high-speed pluggable optical modules in AI interconnection scenarios [1] - Rayyu has introduced a full-color light engine equipped with its 0.13-inch PowerMatch®️ 1 micro-display, which is 45% smaller than traditional three-color solutions and weighs only 0.5g [1] - Yake Hongyu completed the first closing of its Series B financing, with funds aimed at advancing key technologies in digital front-end EDA and hardware-assisted verification [1] Company Announcements - Jiangbolong reported a total revenue of 17.464 billion yuan for 2024, a year-on-year increase of 72.48%, with a net profit of 499 million yuan, up 160.24% [2] - Huiding Technology announced a total revenue of 4.375 billion yuan for 2024, a slight decrease of 0.75%, while net profit surged by 265.76% to 604 million yuan [2] - Huibo Yuntong issued a notice regarding the dilution of shareholding for significant shareholders, with Jinan Zhixin's stake reduced from 5.02% to 4.98% [2] - Lingyun Optics announced share reduction plans for some directors and supervisors, with specific reductions outlined [2] Overseas News - Sony plans to launch a 200 MP image sensor this year, which is expected to outperform Samsung's equivalent due to its larger size [3] - SK On has signed a battery supply contract with Nissan, committing to supply nearly 100 GWh of high-performance batteries from 2028 to 2033 for electric vehicles produced in Mississippi [3] - SK Hynix is expediting the introduction of equipment at its new M15X factory due to a surge in HBM orders, with full production expected by 2026 [3] - Amazon is adjusting its product lineup to compete more effectively with Apple, potentially introducing new Alexa+ devices including AR glasses [3]
韩国电池巨头斩获近100GWh大单
起点锂电· 2025-03-20 10:15
韩系电池巨头SK On拿下首个日本车企客户! 行业认为,SK On与日产汽车的合作,再一次验证了市场对高能量密度高镍等多元电池的高需 求。即使磷酸铁锂电池向欧美电动汽车市场蔓延,但高端市场对长续航电池的需求会一直存 在。 众所周知,北美市场一直是韩系电池厂布局的主要战场,截至目前,LG新能源、三星SDI、SK On均落地了电池产能。 3月19日消息,SK On宣布与日产汽车签署了一份电池供应合同。协议为期6年,即2028-2033 年期间, SK On将向日产供应总量达99.4GWh的电池。 若以每辆车电池容量为50KWh计算,这一数量大致可满足约200万辆电动汽车的电池需求。 据悉, SK On将为日产汽车供应的电池为高性能高镍软包电池 ,计划在北美地区生产,将用 于日产四款下一代电动汽车,这些车型也将在日产汽车位于美国密西西比州坎顿的工厂生产, 主要面向北美市场。 其中,仅SK On在美国就布局了2家自建工厂和4家合资工厂。2家自建工厂位于美国佐治亚 州,产能超22GWh;3家与福特汽车合资,其中两家在肯塔基州,另一家在田纳西州,合计产 能达到129GWh;1家与现代合资,同样位于佐治亚州,规划产能35G ...
近100GWh!电池巨头首获日本车企大单
鑫椤锂电· 2025-03-20 08:17
Group 1 - SK On has signed a battery supply contract with Nissan, marking Nissan as SK On's first Japanese automotive client [1] - The contract spans six years, from 2028 to 2033, with a total supply of 99.4 GWh of batteries, sufficient for approximately 1 million mid-sized electric vehicles [1] - The batteries supplied will be high-performance, high-nickel pouch batteries, produced in North America for four next-generation Nissan electric vehicle models [1]