Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has marked the beginning of a new round of competition in power systems, driven by the "dual carbon" goals and innovations in battery technologies [1] Group 1: Battery Technology Developments - Numerous battery companies showcased their latest technologies and products, including Huizhou EVE Energy Co., Ltd. with its comprehensive battery solutions and BYD's solid-state battery models [2] - The focus on solid-state batteries, high-nickel ternary batteries, and lithium iron phosphate batteries indicates a diverse technological landscape, with solid-state batteries seen as the next generation of power batteries [2] - CATL introduced its dual-core battery technology, emphasizing the combination of different chemical systems to enhance performance across various conditions [3] Group 2: Market Trends and Competition - The entry into a "multi-core era" for power batteries signifies a shift from single-material competition to a collaborative approach among various battery technologies [4] - The competition is intensifying with advancements in sodium-ion batteries, hydrogen fuel cells, and methanol fuel technologies, which are expected to redefine market dynamics [5] - The introduction of a low-pressure, ambient temperature solid-state hydrogen storage fuel cell vehicle at the exhibition highlights the growing interest in hydrogen technology [6] Group 3: Future Outlook - The automotive power system competition is anticipated to become more intense by 2025, pushing the industry towards greener, smarter, and more efficient solutions [6] - Industry experts suggest that companies must enhance R&D efforts, improve product performance, and lower costs to meet market demands and foster collaboration for technological advancement [7]

Core Viewpoint - EVE Energy has returned to growth in its performance, with significant increases in revenue and net profit in the first quarter of the year, driven by strategic shifts towards energy storage and a strong market position in the battery industry [1][2]. Financial Performance - In Q1, EVE Energy achieved revenue of 12.796 billion yuan, a year-on-year increase of 37.34% [1] - The net profit attributable to shareholders was 1.101 billion yuan, up 3.32% year-on-year [1] - The net profit excluding non-recurring items was 818 million yuan, reflecting a 16.60% increase year-on-year [1] Strategic Shifts - The founder and chairman, Liu Jincheng, has focused on energy storage, leading to a significant increase in the company's market share, with energy storage cell shipments ranking second globally [1][8] - Liu anticipates that 2025 will mark the "year of the large cylindrical battery," predicting a demand of 5 GWh for these batteries [1][9] Industry Position and Competition - EVE Energy's market share in the domestic power battery sector reached 4.45% in 2023, ranking fourth nationally, an improvement from the previous year [6] - The company has faced challenges in the competitive landscape dominated by CATL and BYD, with a notable decline in revenue from power batteries in 2024 [7] Growth in Energy Storage - In 2023, EVE Energy's revenue from energy storage batteries was 16.34 billion yuan, accounting for 33.5% of total revenue, and in 2024, this segment grew to 19.027 billion yuan, a 16.44% increase [7][8] - Energy storage battery shipments reached 50.45 GWh in 2024, marking a 91.90% year-on-year increase [8] Future Prospects - EVE Energy is actively exploring new opportunities in various battery technologies, showcasing products at the Shanghai Auto Show, including OMNI batteries and other innovative solutions [8][10]

在工艺层面，亿纬锂能称已突破四项关键技术：实现-30℃环境下25分钟快充的低温解决方案；系统成 组精度达垂直方向200μm、水平方向250μm；焊接熔深精度控制在80μm；全域发泡技术使电池包扭转刚 度超15000NM。目前，公司在大圆柱电池领域累计申请专利超2300项，覆盖15个国家。 此外，亿纬锂能针对低空飞行器领域推出分层能源方案，涵盖320Wh/kg以下的高成组效率产品及更高 能量密度的软包电池技术。公司同时发布全球化锂电回收网络"摇篮计划"，在四大洲30余国布局回收网 点，构建从电池回收到材料再生的闭环体系，目前已实现累计装车超3.2万台。 据悉，亿纬锂能将持续推进大圆柱电池技术研发，并与全球车企深化合作，进一步拓展新能源技术应用 场景。 亿纬锂能副总裁江吉兵在技术分享中指出，大圆柱电池具备三方面技术特点：其一，标准化设计可提升 制造效率，系统零部件标准化率较方形电池提高10倍；其二，"固定尺寸+多元化学体系"技术路线兼容 磷酸铁锂、磷酸锰铁锂及三元锂等多种体系，支持电量、续航等参数的灵活调整，缩短电池系统研发周 期至3-6个月；其三，圆形结构设计实现全生命周期"零膨胀"，减少电池系统应力管理需求。 ...

◆ 电池 ◆ 宁德时代将与丰田汽车开发磷酸铁锂电池 01 近日， 本田汽车表示，将与宁德时代合作，共同开发将电池直接放置在车身内的高效平台；将与 宁德时代共同开发磷酸铁锂电池，并计划在即将推出的第三代YE系列车型中采用该电池。 亿纬锂能发布OMNI全能电池 原位升级"计划" 03 近在2025上海车展上，吉利控股集团宣布，控股集团将整合旗下电池业务，成立全新电池产业集 团—吉曜通行，原有的金砖电池、神盾短刀电池，统一为神盾金砖电池品牌。同时，搭载神盾金砖 电池的全新硬核科技SUV原型车"银河战舰"，也在车展现场迎来全球首发。 ◆ 材料 ◆ 相源新能源60亿元锂电项目签约遂宁 01 4月22日，四川省遂宁市安居区人民政府与安徽相源新能源有限公司合作项目签约仪式暨现场推进 活动在安居区举行。 据介绍，安徽相源新能源有限公司计划总投资60亿元的锂电池项目，将重点 生产"18650"型、"32140"型、"46160"型圆柱形锂电池，主要应用电动工具、电动车辆、无人 机、移动电源、笔记本电脑、智能手机等。 02 达在今日开幕的2025上海国际车展上，亿纬锂能发布OMNI全能电池原位升级计划"。公司副总裁 江吉兵表示， ...

◆ 电池 ◆ 宁德时代将与丰田汽车开发磷酸铁锂电池 01 近日， 本田汽车表示，将与宁德时代合作，共同开发将电池直接放置在车身内的高效平台；将与 宁德时代共同开发磷酸铁锂电池，并计划在即将推出的第三代YE系列车型中采用该电池。 亿纬锂能发布OMNI全能电池 原位升级"计划" 02 达在今日开幕的2025上海国际车展上，亿纬锂能发布OMNI全能电池原位升级计划"。公司副总裁 江吉兵表示，"原位升级"指在不变的尺寸里面，通过应用化学材料体系的创新来实现不同的电 量、续航里程充电速度、整车功率要求，建议选择大圆柱电池走原位升级路径。通过原位升级，不 仅可以将电池系统的研发时间缩短到3-6个月，还可以降低80%的研发费用。 吉利控股成立吉曜通行电池产业集团 01 4月22日，四川省遂宁市安居区人民政府与安徽相源新能源有限公司合作项目签约仪式暨现场推进 活动在安居区举行。 据介绍，安徽相源新能源有限公司计划总投资60亿元的锂电池项目，将重点 生产"18650"型、"32140"型、"46160"型圆柱形锂电池，主要应用电动工具、电动车辆、无人 机、移动电源、笔记本电脑、智能手机等。 16亿元钠电负极项目落地广东韶关 0 ...

在今日开幕的2025上海国际车展上，亿纬锂能（300014）发布OMNI全能电池"原位升级计划"。公司副 总裁江吉兵表示，"原位升级"指在不变的尺寸里面，通过应用化学材料体系的创新来实现不同的电量、 续航里程、充电速度、整车功率要求，建议选择大圆柱电池走原位升级路径。通过原位升级，不仅可以 将电池系统的研发时间缩短到3-6个月，还可以降低80%的研发费用。(智通财经) ...