每经AI快讯，2月5日，国轩高科(002074.SZ)公告称，拟定增募资不超过50亿元，在扣除发行费用后拟 全部用于年产20GWh动力电池项目、国轩高科20GWh新能源电池基地项目、新型锂离子电池 （20GWh）智造基地项目及补充流动资金。 ...

Core Viewpoint - The competition among lithium battery companies in the two-wheeler market is focusing on product upgrades and channel restructuring as they adapt to the new national standards for electric bicycles [3][4]. Product Upgrades - The introduction of the new national standards has led to a significant decline in lithium battery applications, with lead-acid battery usage surging by 13.4% in Q3 and over 90% in Q4 [3]. - Both lead-acid and lithium battery companies are launching higher capacity and lighter batteries, targeting consumer demands for power, fast charging, and safety [3][4]. - The safety upgrades for lithium batteries include the implementation of Battery Management Systems (BMS) and reduced plastic usage, enhancing overall safety and performance [6][9]. - New lithium battery products are generally offering capacities of 24Ah, 30Ah, or more, significantly improving the range of electric bicycles to meet consumer commuting needs [10][11]. Channel Restructuring - Major lithium battery companies like BYD and Guoxuan High-Tech are actively establishing direct sales stores and online channels to counter traditional dealer monopolies [5][12]. - As of now, 31 companies in the electric bicycle industry have obtained 748 new national standard CCC certificates, with over 276 new models available for consumers [5]. - The establishment of direct sales and authorized stores allows battery companies to maintain control over product sales and improve after-sales service, which is crucial for consumer trust and battery recycling [14].

Core Viewpoint - The article highlights the significant growth and strategic positioning of Guoxuan High-Tech in the Chinese power battery market, particularly in the context of the evolving landscape towards commercial vehicles and advanced battery technologies. Market Overview - In 2025, the Chinese power battery industry is entering a critical phase of restructuring, with market growth shifting from passenger vehicles to the commercial vehicle segment [3] - The market share of lithium iron phosphate (LFP) batteries is expected to rise to 81.2%, indicating a trend towards concentrated technology routes among leading companies [3] Company Performance - Guoxuan High-Tech achieved the highest market share growth among top companies, with an increase of over 1.1%, making it the only leading enterprise to exceed 1% growth in a challenging environment [1] - The company has successfully partnered with several high-end models, including Chery and Geely, contributing to its strong market presence [5] Technological Advancements - Guoxuan High-Tech is focusing on R&D and diversified technology routes, leading to the production of LFP batteries with energy densities exceeding 195Wh/kg and the development of next-generation solid-state batteries [4] - The company has established a pilot line for solid-state batteries with a yield rate of over 90%, showcasing its commitment to innovation [4] Commercial Vehicle Market - The commercial vehicle segment is projected to account for 40.5% of the installed capacity in 2025, with a year-on-year growth of 140.9% in the overall commercial vehicle market, positioning Guoxuan High-Tech as a key player in this sector [7] - The company maintains a leading market share in the new energy VAN segment and ranks among the top three in the commercial vehicle market [7] Future Outlook - Guoxuan High-Tech is strategically exploring new applications for lithium batteries in emerging fields such as low-altitude aircraft and humanoid robots, indicating a forward-looking approach to market expansion [8]

智通财经记者 | 高菁 2025年，中国企业贡献了全球超七成的动力电池装车量，以及超八成的储能电池出货量。 2月4日，韩国研究机构SNE Research(下称SNE)发布最新统计数据，去年全球动力电池装车总量达1187 GWh，同比增长31.7%。这一增速较2024年全年有所回升。 同期，共有六家中国企业的动力电池装车量闯进全球前十，分别为宁德时代(300750.SZ)、比亚迪 (002594.SZ)、中创新航(03931.HK)、国轩高科(002074.SZ)、亿纬锂能(300014.SZ)和蜂巢能源。 六家中企的总市场份额达70.4%，较去年全年的提高了3.3个百分点，也是有统计以来中企年度全球动力 电池市占率首次超70%。 | | | | 2025年全球动力电池装车量榜单 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | 2025年装车量 (GWh) | 増速 | 2025年市场 保题 | 2024年市场 保频 | | 1 | 宁德时代 | 464.7 | 35.7% | 39.2% | 38.0% | | 2 | 比亚迪 | 194.8 ...

Core Insights - The Chinese power battery industry is entering a new phase of "diversified competition" by 2025, with market growth shifting from passenger vehicles to commercial vehicle segments [3] - The market concentration has reached a ceiling, leading to intensified competition and a transition of battery products from "high-tech scarce goods" to "standardized industrial products" [3] - The market share of lithium iron phosphate batteries is expected to rise to 81.2% by 2025, with leading companies rapidly closing the performance gap in key metrics like energy density and cycle life [3] Industry Trends - Automakers are implementing a "diversification strategy" to reduce supply chain risks, resulting in diluted order increments for leading companies [4] - The competition is shifting from mere production scale to technological advancements, with companies like Guoxuan High-Tech focusing on R&D and diverse technology routes [5] Technological Advancements - Guoxuan High-Tech has entered the mass production of lithium iron phosphate batteries with energy densities exceeding 195Wh/kg and is leading in next-generation battery technologies [5] - The company has established a pilot line for all-solid-state batteries with a yield rate of over 90%, and its G-Cell hybrid battery has achieved an energy density of 300Wh/kg, enabling electric vehicles to exceed 1000 km in range [5] Market Positioning - Guoxuan High-Tech has successfully supplied batteries for several high-end models, contributing to its stable growth and positioning in the mid-to-high-end market [6] - The commercial vehicle sector is projected to account for 40.5% of installed capacity by 2025, with a year-on-year growth of 140.9%, becoming a significant growth driver for the company [7] Strategic Collaboration - The company's success in the mid-to-high-end passenger vehicle and commercial vehicle markets is attributed to its synergistic advantages in technology, products, and market strategies [8] - Guoxuan High-Tech is exploring new applications for lithium batteries in emerging fields such as low-altitude aircraft and humanoid robots, emphasizing innovation and collaborative development [8]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 本文来源：国轩高科 ICC 鑫椤资讯年终盘点： 据鑫椤锂电数据显示，2025年国轩高科在全球基站与数据中心UPS备电电池赛道表现强劲，市占率突 破28%，稳居全球榜首。目前该领域已呈现"一超多强"的竞争格局。国轩高科凭借在通信与算力基础设 施领域的深厚积淀，持续夯实市场领先地位。 受AI算力和通信建设驱动，全球备电需求持续增长。 据MarketsandMarke ...

Core Viewpoint - The performance of the storage battery ETF Guangfa (159305) shows a slight decline, indicating market volatility in the energy storage sector [1] Group 1: ETF Performance - As of the midday close on February 4, the storage battery ETF Guangfa (159305) decreased by 0.63%, priced at 1.883 yuan, with a trading volume of 6.08 million yuan [1] - The performance benchmark for the storage battery ETF Guangfa is the return rate of the National Securities New Energy Battery Index during the same period [1] - Since its establishment on September 18, 2024, the fund has achieved a return of 89.55%, with a one-month return of 2.46% [1] Group 2: Major Holdings - Key stocks in the storage battery ETF include: - Contemporary Amperex Technology Co., Ltd. (宁德时代) increased by 1.58% - Sungrow Power Supply Co., Ltd. (阳光电源) decreased by 0.27% - EVE Energy Co., Ltd. (亿纬锂能) decreased by 1.24% - Inovance Technology Co., Ltd. (英维克) decreased by 3.55% - Guoxuan High-Tech Co., Ltd. (国轩高科) decreased by 1.82% - Magpower Technology Co., Ltd. (麦格米特) decreased by 1.40% - Sunwoda Electronic Co., Ltd. (欣旺达) decreased by 0.73% - Deyi Co., Ltd. (德业股份) increased by 0.35% - Keda Technology Co., Ltd. (科达利) increased by 0.01% - Jinpan Technology Co., Ltd. (金盘科技) increased by 2.42% [1]

据鑫椤锂电数据显示，2025年国轩高科在全球基站与数据中心UPS备电电池赛道表现强劲，市占率突破 28%，稳居全球榜首。目前该领域已呈现"一超多强"的竞争格局。国轩高科凭借在通信与算力基础设施 领域的深厚积淀，持续夯实市场领先地位。(国轩高科) ...

摘要 在 TOP10 企业中，十家企业同比增速均在22 % 以上。 高工产业研究院（ GGII ）通过新能源汽车交强险口径数据统计显示， 2025 年我国新能源汽车销售约 1335.9万 辆，同比增长 18% ，带动相应 的动力电池装机量约 717.4 GWh ，同比增长 35% 。 动力电池装机量排名前十企业合计约为 679.2 GWh ，占总装机量的 94.7% ，较去年同期市场集中度份额下降1.5个百分点 。 在 TOP10 企业中，十家企业同比增速均在22 % 以上。其中，七家企业市占率与去年同期相比保持正增长， 国轩高科提升幅度最高 ，市占率同比 上升1.1个百分点 。 数据咨询： 如需了解详细的装机量数据信息，订阅高工（GGII）发布的 《 动力电池装机量月度数据库 》 （ 点击链接查看目录 ） ，敬请联系： 购买咨询： 陈先生 电话：0755-26835600 邮箱：research1@gaogong123.com 梁先生 全球新能源领域高端装备第一梯队企业 First echelon enterprise of high-end equipment in the field of global ...

Industry Information - By 2028, Yunnan aims for its non-ferrous metal industry output to exceed 600 billion yuan, with new energy battery and phosphorus industries becoming new trillion-level industries [13] - As of January 2025, the number of new energy vehicles in China reached 43.97 million, accounting for 12.01% of total vehicles, with pure electric vehicles making up 68.74% of new energy vehicles [7] - Global production of lithium manganese phosphate is expected to reach 70,000 tons by 2026, up from 28,500 tons last year, reflecting a growth of 206.5% [8] - The global sales of pure electric vehicles are projected to exceed 12.1 million units by 2025, with BYD expected to surpass Tesla in sales [10] - The total number of electric vehicle charging facilities in China reached 20.09 million by the end of 2025, marking a 49.7% year-on-year increase [18] Policy Information - The Ministry of Transport announced that over 10,000 charging guns will be added in service areas in 2026, enhancing the convenience of charging for new energy vehicles [15] - A new mandatory national standard for automotive steering systems will be implemented starting July 1, 2026, which will clarify safety boundaries for new technologies [24] - Jiangsu Nanjing has launched a plan to build smart energy application scenarios, focusing on energy integration and digital transformation [25] Company Information - Li Auto's MEGA has achieved 30,000 deliveries [39] - Xiaopeng Motors has launched 1,000 mobile charging stations to assist with vehicle-to-vehicle charging during the Spring Festival [40] - NIO has opened its first national dealership in Hungary, marking a significant milestone in its European expansion [41] - BYD has signed an agreement to build an electric vehicle battery factory in Vietnam with a total investment of 130 million USD [41]