Core Viewpoint - The next generation of electric MINI models is expected to significantly improve battery performance and range, moving away from the current limitations of the existing models powered by batteries from Honeycomb Energy, which are associated with Great Wall Motors [1][8]. Group 1: Current Electric MINI Models - The current electric MINI COOPER series and electric MINI ACEMAN have a CLTC range of only over 400 kilometers, leading to range anxiety for consumers without home charging options [1][8]. - The existing models are powered by batteries from Honeycomb Energy, which is backed by Great Wall Motors [1][8]. Group 2: Future Developments - BMW plans to introduce the 4695 cylindrical battery in its next generation of vehicles, which may include the MINI models after the new generation is launched [1][8]. - The 4695 battery features a diameter of 46mm and a height of 95mm, with a 20% increase in energy density and a 30% increase in range compared to previous models [5][12]. - The new battery technology will support fast charging, allowing for 300 kilometers of range to be added in just 10 minutes [5][12]. Group 3: Market Implications - The introduction of the 4695 battery is expected to enhance the electric MINI's appeal, allowing it to move beyond being just a "city commuting" vehicle, enabling longer trips without frequent charging stops [7][14]. - Great Wall Motors has significant financial stakes in the MINI brand, with projected sales of approximately 134 billion yuan in 2024 and 69.5 billion yuan in the first half of 2025 from related products [8][15]. - To retain the MINI partnership before the 4695 battery project is implemented, Great Wall Motors needs to negotiate with BMW promptly [15].

Group 1 - The core point of the article is that BMW is set to launch the new generation iX3, featuring a proprietary 4695 large cylindrical battery that offers over 900 kilometers of CLTC range and can recharge over 400 kilometers in just 10 minutes [1] - The new 46mm diameter cylindrical battery utilizes a high-nickel ternary positive electrode and a cylindrical steel shell, enhancing energy while stabilizing nickel elements [1] - The negative electrode employs silicon-carbon technology and a customized electrolyte to extend battery life, with energy density improved by 20% compared to the previous prismatic battery [1] Group 2 - The new generation iX3 will highlight four key features: spacious interior, long range, enhanced safety, and ultra-fast charging [1] - The vehicle's design incorporates a module-free and integrated battery structure, resulting in increased longitudinal space within the cabin [1] - The 4695 large cylindrical battery's steel shell design, combined with a bottom-mounted explosion-proof valve, enhances safety [1] - Charging capabilities allow for 400 kilometers of range in 10 minutes and 80% charge in 21 minutes [1] Group 3 - BMW also showcased advancements in cockpit interaction and driving control technologies, including a collaboration with Momenta for developing driver assistance technologies [2] - The cockpit features a 4K projection area with a nano-coated glass that remains functional even when wearing polarized sunglasses [2] - The driver assistance technology is being developed and tested in collaboration with Momenta across four major cities: Beijing, Shanghai, Shenyang, and Nanjing [2] - This technology will be applied to multiple models, including the domestically produced new generation BMW iX3 [2]

Group 1 - The second Lithium Battery Conference and EVE Energy's 24th anniversary event highlighted the company's new product developments and 2026 revenue outlook, while also indicating a cautious approach towards a Hong Kong stock listing [1] - EVE Energy, in collaboration with global energy leaders, launched a "Global Lithium Battery Recycling Network Platform," marking a significant step in establishing a green channel throughout the battery lifecycle [1] - Recent strategic partnerships, including agreements with Haibos and JinJing New Energy, demonstrate the rapid transformation of industry strategies into concrete frameworks [1] Group 2 - The rapid growth of new energy vehicles in China, projected to reach 31.4 million by the end of 2024, is leading to a significant increase in retired power batteries, with a forecasted retirement volume of 820,000 tons by 2025 and over 4 million tons by 2028, creating a recycling market valued at over 280 billion yuan [3] - The EU's new battery regulations require producers to take responsibility for the entire battery lifecycle, pushing Chinese companies to accelerate their overseas recycling operations [3] - Major Chinese companies are establishing recycling operations abroad, with BYD and CATL leading initiatives in Europe, indicating a competitive landscape for global battery resource recovery [3] Group 3 - EVE Energy's "Cradle Plan" aims to establish a network of 1,000 global recycling points, with 246 already completed, including 159 in China and 87 overseas, extending to over 30 countries [5] - The company's advanced recycling technology, with a nickel-cobalt recovery rate exceeding 98% and lithium recovery rate of 92%, positions it competitively against industry leaders [5] - The combination of advanced recycling technology and extensive network coverage enhances EVE Energy's ability to streamline the battery material lifecycle, thereby increasing its influence in global battery recycling regulations [5] Group 4 - EVE Energy is leveraging a dual engine of "technology + ecology" to transition the Chinese lithium battery industry from "manufacturing dividends" to "regulatory dividends" [6] - The establishment of the first 1,000 recycling points under the "Cradle Plan" is accelerating the development of a circular economy in the global lithium battery industry [6] - This initiative represents a systemic approach to redefine the entire lifecycle value of lithium batteries, moving towards a cradle-to-cradle model [6]

Core Viewpoints - EVE Energy is advancing its battery technology across various applications, including electric vehicles, medical devices, and energy storage, with a focus on enhancing performance, safety, and sustainability. Group 1: Battery Technology Advancements - EVE's LMX battery technology is set to accelerate the electrification of heavy-duty trucks, offering significant advantages in range (≥ 500 km), low-temperature performance (operational at ≤ -20 ℃), and safety [1] - The company has accumulated over 20 years of experience in cylindrical battery technology, with 2,702 patents and a projected shipment of 1.2 billion units of its flagship 18650 battery in 2024 [1] - EVE's cylindrical batteries boast three core competitive advantages: standardization, zero expansion, and high strength, with strength improved by 560% compared to traditional aluminum shell square batteries [1] Group 2: Performance Metrics - EVE's cylindrical batteries achieve a 6C fast charge capability, with power output increased to 100C, and can operate in a temperature range of -35 to 80 ℃, with a cycle life of 6,000 to 8,000 times [1] - The company is targeting a 300 GWh production capacity, with expectations for market share to continue increasing [2] - EVE's LMX2.0 cell has achieved an energy density of 215 Wh/kg, a 5% improvement over the first generation and a 13% improvement over LFP batteries [3] Group 3: Medical Device Applications - EVE's lithium batteries for medical devices have a lifespan of 5 years, reducing treatment costs by 50% for imported devices, and a new generation of batteries with titanium metal packaging can last up to 20 years [2] - The company's AED device batteries can achieve millisecond-level high energy discharge, with a standby life of over 10 years and a self-discharge rate of less than 1% at room temperature [2] Group 4: Solid-State Battery Development - EVE aims to launch its first generation of solid-state batteries in 2026, achieving 350 Wh/kg energy density and over 1,000 cycles, with a second generation targeting 1,000 Wh/L by 2028 [4] - The company is optimistic about solid-state battery technology, focusing on safety and performance improvements through innovative material designs [4] Group 5: Battery Recycling Initiatives - By 2030, an estimated 400 GWh of power batteries will be retired, with a compound annual growth rate (CAGR) of 45% from 2026 to 2030, allowing for the extraction of significant amounts of nickel sulfate, cobalt sulfate, and lithium carbonate [5] - EVE is developing a battery recycling platform with a recovery rate of over 96% and plans to integrate online and offline recycling methods [5] Group 6: Future Outlook - EVE anticipates significant developments in 2026, including the mass production of large square batteries exceeding 60 GWh and the delivery of over 10 GWh of large cylindrical batteries [6] - The company is also exploring opportunities for overseas projects and cautious about the potential for a Hong Kong listing to support funding needs [2]

倒计时20天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新材料 探索新工艺 2024年LG新能源日子并不好过，2025开年获得两大单是否预示着逆转？ 起点锂电获悉， LG新能源近日再度联姻特斯拉，为其生产的Modle Y车型提供2170三元锂圆 柱电池， 值得注意的是这些电池将交付给国内南京厂生产。 据披露，本次供应的电池单体容量达5300mAh，比以往容量提升6%，由南京厂生产后发往特 斯拉上海工厂。 也就是说，两个外国企业签订的业务，最终要Made in China。 值得玩味的是，特斯拉在德国生产的Modle Y车型也由LG提供电池，原因在于特斯拉德国工厂 附近没有配套的电池厂，所以LG新能源南京厂的电池包还会发往德国。 如果顺利，那么LG南京厂未来几年业绩将大幅度提高。 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 LG新能源主要战场在北美和欧洲，中国境内竞争优势不大，南京工厂是LG新能源在中国业务 的主要支柱。韩媒方面称，凭借南京工厂让LG新能源2024年以1 ...