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亿纬锂能近期交流
数说新能源· 2025-06-20 03:35
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]
LG新能源连获两大单
起点锂电· 2025-02-08 09:42
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 ...