October Lithium Battery Production Tracking: Unexpectedly Strong Peak Season Continues, Fully Entering an Upward Cycle

In October, the lithium battery industry's production scheduling data once again exceeded expectations, continuing its upward trend on the high base of September. The supply-demand turning point has been established, driven by the synergy of peak season and the surge in energy storage demand.

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11 2025.10

Motorcycle 'oil to electric', turning point has arrived

As the electrification transformation of four-wheel vehicles enters a deep water zone, the wave of "oil to electric" conversion of two wheeled motorcycles has also reached a historic turning point.

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24 2025.09

2025 Sodium Electricity Midfield Battle: Application Breakthrough, "Gathering" Momentum Acceleration

As of the end of August, the semi annual reports of several listed companies in the battery industry chain have been released. Battery companies such as CATL, Prudential (Hisilicon Sodium Star), and Vico Technology have announced the latest developments in sodium batteries...

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19 2025.09

Large cylindrical car models with monthly sales of tens of thousands have emerged domestically

The latest semi annual report for 2025 released by China Innovation Airlines shows that the company's profitability is significantly increasing.

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16 2025.09

The total order amount is 30 billion yuan, and the orders for 2025H1 lithium battery equipment have increased by 80%

This round of equipment demand not only comes from capacity expansion, but also from multiple trends such as solid-state batteries, overseas factory construction, and production line upgrades.

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15 2025.09

The installed capacity increased by 109% year-on-year, and Guoxuan increased its 40GWh production capacity

Against the backdrop of sustained downstream demand and intensified Matthew effect in the industry, orders are accelerating towards top enterprises.

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12 2025.09

Full scenario electrification accelerates the verification of large cylinders, with Yifei Laser leading the technological upgrade

The activity and demand growth of the terminal market for large cylindrical batteries are driving technological iteration and mature production processes.

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11 2025.09

Behind the Failure of the 1.25 Billion Lithium Iron Phosphate Project

In sharp contrast to the active expansion of production by leading enterprises, a large number of small and medium-sized enterprises have been idle for a long time due to product performance not meeting the requirements of mainstream battery manufacturers.

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10 2025.09

Breakthrough in mass production of lithium sulfide, competing for the thousand ton market by 2026

Each enterprise relies on its own accumulation.

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09 2025.09

Supercharged batteries accelerate loading and shorten the mismatch between supply and demand of supercharging stations

In the first half of this year, the construction of supercharging stations in major "supercharging cities" across the country is accelerating, and the construction progress of supercharging stations (piles) in important cities such as Beijing, Shenzhen, and Chongqing has exceeded half. Based on the national construction situation, the proportion of newly added supercharging piles has exceeded 25%...

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08 2025.09