亿纬锂能的海外版图越来越大，近期在欧洲等地接连拿下项目，例如 与 TSL Assembly 在中东欧地区的 合作 和 波兰 CommVOLT 签署 的 500MWh 项目等 。 且该公司海外生产基地也迎来新进展， 匈牙利德布勒森电池 厂 9 月 20 日设备进场，进入安装与调试阶段 ，量产已经看见曙光， 该基地启 动 于去年 6 月， 规划产能 28GWh ，主打产品为 46 系大圆柱， 供应商为 宝马德布勒森工厂 ，从时间线梳理来看，该工厂施工速度在欧 洲属于快速 。 在相关公开场合，亿纬锂能除了 签署 战略 协议 外，还 展示了 628Ah 的 Mr.Big 电芯 和 5MWh 直流系统 Mr.Giant ，相关产品也在 9 月 10 日完成首批海外发货 运往 澳洲 和 欧洲。 | 倒计时31天 | | | --- | --- | | CINE2025固态电池展暨固态电池行业年会 | | | 主办单位： | 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名： | 茹天科技 | | 活动时间： 2025年11月6-8日 | | | 活动地点： | 广州南沙国际会展中心（2楼船厅 ...

倒计时43天 CINE2025固态电池展暨固态电池行业年会 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 起点锂电获悉，近日澳洲矿业公司安森资源（ Anson Resources ）与 LG 新能源签订协议，前者将在 2028 年起每年向后者提供 4000 吨 电池级碳酸锂，材料来源于其位于美国犹他州的 Paradox 盆地项目，该项目初期年产约 10000 吨，也就是说 LG 新能源在 2028 年后包揽 了此地近一半的产能。 ANSON 旗下的 矿产项目 众多 ， 与 LG 以及韩国另一巨头浦项钢铁保持紧密合作，其核心资产就是 犹他州 Paradox Basin 项目， 该项 目的 开采面积为 95 平方公里，探测储量为 18.6 万 吨。 LG 新能源正在面对中国电池企业和韩国同行的激烈竞争，所以急需开辟第二增长曲线，转型磷酸铁锂电池就是重要一步。 去年年底与龙蟠科技的签单代表了 LG 新能源开始了实际行动，龙蟠科技子公司常州锂源与三级控股子公司亚太锂源与 LG 新能源签署修订 协议，供货量从 16 万吨增至 26 万吨，整体市场价接近人民币 100 亿 ...

21世纪经济报道记者曹恩惠 万飚出任远景动力（AESC）全球首席执行官（CEO）的消息，近日在业内颇受关注。 在该人士看来，万飚加入的时机非常关键。"远景动力的技术和客户基础不错，拥有国际化基因，接下 来要攻坚的就是全球大规模交付和运营，这应该是万飚所擅长的。" 随着新任CEO走马上任，远景动力原CEO松本昌一（Shoichi Matsumoto）将继续担任远景动力日本首席 执行官，统筹并深耕本土市场。他表示："未来，我将专注于日本市场的拓展，为公司全球战略提供坚 实支撑。" 值得注意的是，除了就任远景动力CEO，万飚还担任远景科技集团执行董事和首席技术官。 万飚加入远景的消息之所以备受业内关注，在于其是一位"跨界大佬"。21世纪经济报道记者注意到，万 飚是华为无线产品与终端业务的元老身份，曾历任无线产品线总裁、终端公司总裁、俄罗斯地区部总 裁、消费者业务、移动宽带与家庭产品线总裁及消费者业务首席运营官（COO）等职务。 2020年，荣耀从华为独立后，万飚临危受命出任首任董事长，帮助荣耀实现供应链恢复、渠道重建和国 际合作突破，助力荣耀重回市场正轨。2023年11月，万飚改任荣耀副董事长，直至2024年9月离 ...

Core Viewpoint - Wan Biao, former Vice Chairman of Honor, has been appointed as the CEO of AESC, a battery technology company, marking his transition from the consumer electronics industry to the capital and technology-intensive renewable energy sector [2][3]. Group 1: Leadership Transition - Wan Biao will also serve as Executive Director and Chief Technology Officer of AESC, while the former CEO, Shoichi Matsumoto, will continue as the CEO for Japan, focusing on the local market [2]. - Wan Biao's extensive experience in the consumer electronics industry, particularly with Huawei and Honor, positions him well for this new role in the battery technology sector [3]. Group 2: Company Background - AESC, established in 2007, is one of the earliest companies to achieve large-scale production of power batteries, with clients including major automotive brands like BMW, Mercedes-Benz, Nissan, and Renault [4]. - The company has established multiple battery super factories across China, Japan, the United States, the United Kingdom, France, and Spain, indicating a strong global presence [4]. Group 3: Current Challenges and Opportunities - AESC is at a critical juncture in its global strategy upgrade and expansion, facing both challenges and opportunities as it ramps up production in its factories in France, China, and Japan [4]. - The company is currently supplying BMW with large cylindrical batteries and is expanding into the U.S. energy storage market, which requires sophisticated global supply chain management and large-scale lean manufacturing capabilities [4]. - Wan Biao's experience in supply chain management and international market expansion is expected to align well with AESC's current needs for sustainable growth in core markets [4].

这标志着一位在消费电子行业拥有超过20年经验的"老将"正式跨界，进入资本与技术密集的新能源赛 道。 华为老将跨界 9月23日，南都湾财社记者从电池科技企业远景动力（AESC）方面获悉，原荣耀副董事长万飚已出任 全球首席执行官（CEO）。此外，万飚还将担任远景科技集团执行董事和首席技术官。 同时，原全球首席执行官松本昌一（Shoichi Matsumoto）将继续担任远景动力日本首席执行官，统筹并 深耕本土市场。 "期待与全球团队紧密携手，共同把握新一轮全球新能源增长机遇，持续为客户提供安全、高性能的解 决方案，夯实远景动力在清洁能源科技领域的领先地位，为全球零碳转型事业贡献力量"，万飚在内部 信中表示。 公开履历显示，万飚的职业生涯与中国智能手机的崛起紧密相连。他于1996年加入华为，是华为无线业 务与终端业务的元老之一，曾历任无线产品线总裁、终端公司总裁、俄罗斯地区部总裁、消费者业务、 移动宽带与家庭产品线总裁及消费者业务首席运营官（COO）等职务，是推动华为终端登顶全球市场 的关键人物之一。 2020年荣耀从华为独立，万飚临危受命出任首任董事长。在当时供应链中断、渠道重构的复杂局面下， 他帮助荣耀在短时间 ...

Core Insights - Wan Biao, former Vice Chairman of Honor, has joined AESC as CEO, aiming to leverage growth opportunities in the renewable energy sector and enhance AESC's position in clean energy technology [1][5] - AESC, established in 2007, is a leading battery technology company with a global client base including major automakers like BMW, Mercedes-Benz, and Nissan [5][6] Company Background - Wan Biao has extensive experience at Huawei, where he held various senior positions, contributing significantly to the company's wireless and terminal business success [3][4] - After Honor's independence from Huawei in 2020, Wan played a crucial role in restoring its supply chain and market presence [4][5] Strategic Importance - Wan's appointment is seen as a strategic move for AESC to enhance product competitiveness and achieve sustainable growth in key global markets [5][6] - His dual role as Executive Director and CTO at Envision Group allows for better resource integration and collaboration across various business sectors, including wind power, energy storage, and hydrogen [5][6] Global Expansion - AESC has made significant strides in global production capacity, with new factories launched in China, Japan, and France, and plans for further expansion in the UK and Spain [6][8] - The company has secured over 40 GWh of battery orders from leading energy storage integrators, positioning itself among the top three in global energy storage cell shipments for 2024 [8]

这些技术成果不仅是力华电源创新实力的直接体现，更代表着山东新能源产业在核心技术攻关、产品迭代升级层面的领先优势，成为东博会上国家新质生产 力落地实践的生动范例。 9月17日，中国-东盟博览会（以下简称"东博会"）在南宁盛大启幕。作为山东省新能源电池领域的标杆企业，力华电源携自主研发的46系大圆柱电池及全套 解决方案精彩亮相，以技术创新彰显国家新质生产力的实力与活力，深化与东盟客商的交流合作，为山东新能源产业"出海"开辟新路径、挖掘新机遇。 山东企业扛旗亮相新质生产力成果引关注 此次参展，力华电源作为山东省重点培育的新能源科技企业，肩负着展示山东新能源产业创新实力、传递国家新质生产力发展动能的重要使命。 展会上，企业重点展出的自研"无极耳"46系大圆柱电池，凭借在倍率性能、能量密度、安全防护、生产效率等核心维度的突破，达到业内领先水平，成为展 会焦点之一。 针对东盟地区热带气候特征及多元化应用场景，力华电源研发、生产的宽温域电芯，即便在高温环境下仍能保持稳定优异的充放电表现，且循环寿命可达 5000次以上——既能精准适配印尼、越南等国电动摩托车高频使用需求，也能满足泰国、马来西亚储能项目对电池稳定性的严苛标准。 ...

Core Viewpoint - BMW officially launched the new generation BMW iX3, marking its entry into a new era of electric and intelligent vehicles, with a focus on local market needs in China [2][3]. Group 1: Product Features - The new generation BMW iX3 features a fully upgraded sixth-generation electric drive system, incorporating two major technological breakthroughs: large cylindrical batteries and a new 800V high-voltage platform architecture [2]. - The battery pack utilizes a "cell-to-pack" design, integrating cells directly into the battery pack and incorporating "battery-body integration" technology, which reduces weight, lowers the center of gravity, and enhances interior space and aerodynamic performance [2]. - The large cylindrical battery allows the domestic version of the BMW iX3 to achieve over 400 kilometers of range with just 10 minutes of charging, and a CLTC range exceeding 900 kilometers [3]. Group 2: Battery Technology - The Omnicell large cylindrical battery, developed by EVE Energy, boasts features such as standardization, zero expansion, and high strength, with a 60% reduction in impedance, significantly improving power and thermal stability [4]. - The new generation silicon-based anode technology enhances energy density by over 15%, and the structural strength of the battery is superior to that of square batteries, achieving a steel shell strength of 550 MPa [4]. Group 3: Production and Collaboration - EVE Energy's cylindrical battery production began trial runs at the Shenyang production base in late 2024, supporting the localization of new generation models [5]. - As of June 30, EVE Energy's Shenyang cylindrical battery base entered the trial production phase, marking a significant step in the collaboration between BMW and EVE Energy [5]. - EVE Energy's cylindrical batteries have been validated in over 60,000 vehicles globally, with a total mileage exceeding 230,000 kilometers and no safety incidents or major quality issues reported [6]. Group 4: Market Strategy - BMW aims to launch over 40 new generation models by 2027, covering all market segments, with the iX3's production expected to set a precedent for the domestic large cylindrical battery market in high-end passenger vehicles [7]. - Other battery suppliers for BMW's new generation models include CATL and Envision AESC, with CATL set to supply large cylindrical batteries starting in 2026 [9]. - Envision AESC has already shipped its 46 series large cylindrical battery products to the U.S. for BMW's global electric platform models, indicating a significant acceleration in the adoption of large cylindrical batteries in the automotive sector [10].

Core Viewpoint - LG Energy Solution has secured a significant battery supply agreement with Mercedes-Benz, totaling 107 GWh, indicating strong demand and recognition from major automotive manufacturers [3][10]. Group 1: Supply Agreements - The supply agreement consists of two parts: 32 GWh of battery products from 2028 to 2035 and 75 GWh from 2029 to 2037 [3][9]. - The pricing and other details of the collaboration have not been disclosed, and LG Energy Solution noted that supply volumes and details may change based on negotiations [4]. Group 2: Competitive Advantages - LG Energy Solution and other Korean battery companies have established a competitive edge in the European and North American markets due to earlier investments in local production facilities [6]. - The company has set up eight bases in North America with a planned total capacity exceeding 350 GWh, and its Polish facility is already in production [6]. Group 3: Market Dynamics - Despite the competitive advantages, Korean companies are facing increasing pressure from Chinese firms, which have captured approximately 40% of the non-Chinese battery market share [8]. - LG Energy Solution is adapting by shifting towards lithium iron phosphate (LFP) batteries and diversifying its battery shapes, including cylindrical and prismatic designs [8]. Group 4: Recent Orders and Collaborations - Since the second half of 2024, LG Energy Solution has secured nearly 400 GWh in cooperation agreements, with over 380 GWh in public intention orders, focusing on LFP and large cylindrical batteries [8][9]. - Notable recent orders include 39 GWh for Renault, 50.5 GWh for Mercedes-Benz, and 67 GWh for Rivian, among others [9]. Group 5: Technological Development - LG Energy Solution is collaborating with Mercedes-Benz on developing next-generation battery technologies, focusing on high energy density and fast charging [10]. - The company is also advancing its production of LFP batteries and has begun mass production of LFP soft-pack batteries in Michigan, aiming to meet growing demand [14][16]. Group 6: Financial Performance - In Q2, LG Energy Solution reported a revenue decline of 11.2% to 5.565 trillion KRW (approximately 289 million RMB), but achieved a net profit of 910 billion KRW (approximately 4.7 million RMB), marking a significant turnaround from a loss in the previous year [18]. - The operating profit increased by 152% to 492.2 billion KRW (approximately 25.6 million RMB), indicating that the company's strategic investments are beginning to yield positive results [18].

Core Viewpoint - The engineering machinery industry is undergoing a significant transformation from fuel-driven to electrification, driven by global carbon neutrality goals, with electric machinery penetration rates reaching historical highs in various segments in 2024 [1] Group 1: Industry Trends - In 2024, electric machinery penetration rates are projected to reach 90% for aerial work platforms, 70% for electric forklifts, 40% for new energy concrete mixers, and a 270% year-on-year increase in electric loaders, with new energy heavy trucks achieving sales of 82,000 units, a 136% year-on-year increase [1] - The explosive growth in the industry is attributed to a shift from policy-driven to market demand-driven transformations, alongside continuous advancements in power battery technology [2] Group 2: Technological Innovations - The 46-series cylindrical battery is gaining traction, with companies like Tesla and BMW influencing global battery enterprises to accelerate industrialization [2] - The cylindrical battery design offers advantages such as higher energy density, higher discharge rates, enhanced safety, and longer lifespan, making it a preferred choice for future standardization [4] - The 46-series cylindrical battery developed by Lihua Power incorporates innovative designs that address common industry challenges, achieving a 20% reduction in internal resistance and enabling ultra-high discharge rates of 50C [9] Group 3: Competitive Positioning - Lihua Power aims to build core competitiveness through technological barriers, focusing on the transition from "energy-type" to "power-type" batteries [6] - The company has made significant strides in R&D, with over 200 patents related to cylindrical batteries, despite being a new entrant in the market [6][10] Group 4: Application and Market Penetration - Lihua Power's 46-series cylindrical battery is applicable across various sectors, including hybrid power, engineering machinery, and small energy storage, showcasing its versatility and high value [12] - The company has optimized thermal management and structural integrity to meet the demanding conditions of engineering machinery, significantly enhancing safety and reliability [14] Group 5: Production Capacity and Strategy - Lihua Power has invested 10 billion yuan in a 25GWh cylindrical battery project, with the first production line capable of producing approximately 4GWh under a single shift, potentially increasing to 6GWh with multi-shift operations [15][17] - The production line is designed for flexible manufacturing, allowing rapid adaptation to various performance requirements without altering the battery structure [17]