顺丰 2024 年归母净利润超百亿元。 2024 年，顺丰营收同比上升 10% 至 2844 亿元，归母净利润上升 24% 至 102 亿元，归母净利率同 比提高 0.4 个百分点。 占总营收 43% 的主要业务 "时效快递" 已经稳定，增长有限，仅录得 6% 的同比增长率，占营收 10% 的 "经济快递" 又面对通达系的激烈竞争，国际化成为顺丰寄予希望的新增长点。 顺丰于 2010 年开始做跨境业务，于 2021 年以 176 亿港币的价格，收购东南亚物流企业嘉里物流 51.5% 的股权。去年 11 月，已在深圳交易所上市的顺丰在香港联交所再次上市，募资 53 亿元，称 要依托港股，更好地发展国际业务、优化国际品牌形象。 公司在年报中公布了这笔资金的用途：45% 用来加强国际及跨境物流能力；35% 用来提升在中国 的物流网络及服务；10% 用来研发先进技术及数字化解决方案，升级供应链、实施 ESG；10% 作 为营运资金。 2024 年，顺丰的 "供应链及国际业务" 营收同比增长 18% 至 705 亿元，占总营收的比重同比提高 1.6 个百分点。但这笔钱里包含一部分面向国内客户提供的供应链解决方案收入。顺 ...

Core Viewpoint - The article highlights the launch of Guangdong's first semi-solid state battery production line, which marks a significant advancement in the new energy storage sector within the Guangdong-Hong Kong-Macao Greater Bay Area, showcasing the transition from technological breakthroughs to industrialization [2][4]. Group 1: Production and Technology - The newly launched production line has achieved the world's first mass production of a large-capacity 314Ah semi-solid state battery, providing safer and more efficient energy solutions for various storage scenarios [4][6]. - The 314Ah semi-solid state battery exhibits enhanced safety features, including a significant increase in the thermal runaway initiation temperature and improved thermal and cycling stability, ensuring safe operation in extreme environments [6][8]. - The production line aims to create a closed-loop ecosystem encompassing research, production, and application, focusing on the collaborative development of supporting industries such as separator materials and production equipment [4][8]. Group 2: Industry Development and Strategic Importance - The Guangdong provincial government has identified the new energy storage industry as a strategic pillar of the manufacturing sector, aiming to build a comprehensive energy storage ecosystem, with the province's storage industry chain currently ranking among the top in the country [4][6]. - The collaboration between Guangdong Energy Group and Beijing Weilan New Energy Technology Co., Ltd. aims to leverage advanced solid-state battery technology to accelerate the development of the semi-solid and all-solid-state battery industry chain in Guangdong [8]. Group 3: Application Scenarios - The 314Ah semi-solid state battery is suitable for a wide range of applications, including energy storage for grid-side, 5G base stations, commercial and industrial sectors, data centers, new energy commercial vehicles, rail transit, electric engineering machinery, and electric ships, particularly excelling in urban energy storage scenarios due to its safety advantages [6].

Battery - LG Energy has recently recruited a core team of approximately 200 former employees from Jiewei Power, covering various functions such as R&D, production, and sales. The first batch of about 20 former Jiewei employees has already joined LG Energy's Nanjing factory, primarily working in R&D positions [2] - On March 27, Zhuhai Weilan launched the world's first mass production line for 314Ah large-capacity semi-solid batteries in Zhuhai. This production line is the first of its kind in Guangdong and has a planned annual production capacity of 6GWh, suitable for various applications including energy storage for 5G base stations and electric vehicles [4] - The Indian government has announced the removal of import tariffs on dozens of products required for manufacturing electric vehicle batteries and mobile phones, significantly reducing tariffs to support local manufacturers against potential impacts from U.S. reciprocal tariffs [5] Materials - Tianci Materials signed an agreement with the government of Zhijiang City to invest in a new energy materials industrial park, focusing on the R&D and production of key materials for lithium-ion batteries. This project aims to strengthen the closed-loop advantage of the "phosphate resource-new energy materials-battery industry chain" in the Yichang region [7] - Hubei Yisui New Materials Co., Ltd. has publicly announced an environmental impact assessment for a project that will produce 1,000 tons of silicon-carbon anodes annually, with a total investment of 206 million yuan and covering approximately 50 acres [9] - In January 2025, China's export volume of lithium iron phosphate reached a historical high of 1,221 tons, marking a significant year-on-year increase of 916% and a month-on-month increase of 34%. The average export price in December 2024 was $6,088 per ton, slightly down from the previous month [11]