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高盛:中国电池图表集_ 2025 年 7 月
Goldman Sachs· 2025-07-16 00:55
China Battery Chartbook July 2025 Eric Shen Goldman Sachs (Asia) L.L.C. +852-2978-7954 eric.shen@gs.com Trina Chen Goldman Sachs (Asia) L.L.C. +852-2978-2678 trina.chen@gs.com Qiying Wei Goldman Sachs (Asia) L.L.C. +852-2978-6426 qiying.wei@gs.com Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report ...
Why QuantumScape Popped 29% During the First Half of 2025
The Motley Fool· 2025-07-15 15:28
When looking at the risk vs. reward balance, QuantumScape (QS 7.46%) might offer the wildest range of any company out there. QuantumScape is hard at work developing its technology for solid-state batteries -- a type of battery that no company has produced at commercial scale for the electric vehicle (EV) market yet. If it succeeds, it will be a game-changing breakthrough for EVs, but for now, the company lacks not only profits, but any commercial revenue at all.That should change in time, but what should ma ...
Battery Testing Equipment Rental Market Forecast 2025-2034, with Profiles of Avalon Test Equipment, Electro Rent, Transcat, Brandis Hire, Alpine, DNJ Energy, RCC Electronics, LOTTE Rental, & Powerent
GlobeNewswire News Room· 2025-07-15 15:16
Dublin, July 15, 2025 (GLOBE NEWSWIRE) -- The "Battery Testing Equipment Rental Market - A Global and Regional Analysis: Focus on Product, Application, and Country Analysis - Analysis and Forecast, 2025-2034" report has been added to ResearchAndMarkets.com's offering.The Battery Testing Equipment Rental Market plays a critical role in supporting industries involved in the development, manufacturing, and deployment of batteries, particularly for electric vehicles (EVs), consumer electronics, and renewable e ...
VERBUND and Fluence launch large-scale battery storage projects in Germany
Globenewswire· 2025-07-15 07:02
Core Insights - VERBUND has partnered with Fluence Energy GmbH to develop large-scale battery storage systems with a total output exceeding 92 MW and a storage capacity of 186 MWh [1][4] - The projects aim to enhance grid security and facilitate the integration of renewable energy sources, addressing fluctuations caused by increased wind and solar energy [3][6] Project Details - The first project in Weißenthurm-Kettig will have a capacity of 50 MW and a storage capacity of 100 MWh, while a second project in Elsterberg-Coschütz will feature a capacity of 42.9 MW and 86.5 MWh [2] - Both projects utilize a modular system approach to improve performance and scalability [2] Market Position - VERBUND currently operates 110 MW and 130 MWh of battery storage across multiple locations, positioning itself as a significant player in the German battery storage market [4] - The collaboration with Fluence is a step towards VERBUND's goal of achieving approximately 1 GW of storage capacity by 2030 [4] Technological Expertise - Fluence was chosen for its extensive experience in large-scale battery storage and its understanding of Germany's regulatory landscape, including noise protection and cybersecurity [5][7] - Fluence's advanced noise protection features and robust cybersecurity measures were key factors in the selection process [5] Strategic Importance - The German government emphasizes the critical role of energy storage in ensuring a secure and affordable energy system, highlighting the need for projects that comply with regulatory requirements [7] - VERBUND focuses on the operation and marketing of battery storage, utilizing innovative trading algorithms to optimize storage resource utilization [8][10] Future Outlook - The partnership aims to strengthen Germany's energy infrastructure and support the transition to a more sustainable energy system [6][9] - Fluence has over 750 MW of projects either under construction or completed in Germany, indicating its significant role in the energy storage sector [6]
摩根大通:Big Beautiful Bill – 最终法案,通胀削减法案 更新加速美国电动汽车补贴逐步取消,但推动 ESS、关键矿物。加速与中国脱钩
摩根· 2025-07-15 01:58
Parsley Rui Hua Ong AC +852 2800 8509 parsley.rh.ong@jpmorgan.com J.P. Morgan Securities Singapore Private Limited/ J.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) Limited Asia Pacific Equity Research July 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the ...
X @TechCrunch
TechCrunch· 2025-07-14 16:06
GM to challenge China’s LFP monopoly with upgraded battery factory | TechCrunch https://t.co/66aghYp1WS ...
X @Bloomberg
Bloomberg· 2025-07-14 15:10
General Motors and LG Energy Solution plan to add more battery production lines at their joint venture plant in Tennessee to make lower-cost cells starting in late 2027 https://t.co/ShjJVJyxMz ...
Graphene Manufacturing Group secures battery patent, signs new R&D agreement with UQ
Proactiveinvestors NA· 2025-07-14 13:09
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
贵州200MW/400MWh储能电站招标
中关村储能产业技术联盟· 2025-07-14 11:23
文 | 中关村储能产业技术联盟 | 工程建设项目名称 | 铜仁新型功能材料产业聚集区增量配网玉屏田冲新型储能电站项目 | | | | | --- | --- | --- | --- | --- | | 固定资产投资项目代 | 2504-520600-04-01-442153 | | 项目批准 | 铜发改能源〔2025〕57号 | | 码 | | | 文件及文 름 | | | 招标人名称 | 铜仁市锦江售电有限责任公司 | | 统一社会 | 91520600MA6DL1PL88 | | | | | 信用代码 | | | 招标人委托的代理机 | 贵州大鹏建设项目管理有限公司 | | 统一社会 | 91520603MAC36DTR56 | | 构名称 | | | 信用代码 | | | 招标人联系人 | 刘仕勇 | | 联系电话 | 18185618834 | | 投资估算(万元) | 41580 | | 资金来源 | 银行贷款及企业自筹 | | 项目建设内容 | 新建电化学独立储能电站1座,建设规模200MW/400MWh,占地面积约46.9 亩,站内拟采用集装 箱式磷酸铁锂电池与变流升压一体舱。配套新建一座110 ...
花旗:中国电池材料_与SMM合作的中国电池供应链核查_电池生产管道预计环比增长 1%
花旗· 2025-07-14 00:36
Flash | 07 Jul 2025 10:52:51 ET │ 9 pages China Battery Materials China Battery Supply Chain Check with SMM: Battery production pipeline is estimated to be +1% MoM CITI'S TAKE According to SMM, the battery production pipeline is estimated to be up by 1% MoM and 39% YoY in Jul-25. Within that, EV battery production pipeline might be flattish MoM, while that of ESS battery demand is forecast to continually be +4% MoM. Most of the battery materials follow the largely flattish MoM trend, barring lithium carbona ...