您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [伯恩斯坦]:电池周刊(4月19日) - 发现报告

电池周刊(4月19日)

电气设备 2026-04-20 - 伯恩斯坦 灰灰
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Brian Ho,CFA+85221232615 brian.ho@bernsteinsg.com Battery Weekly 19 April America Materials, is installinga 10MWh stationary energy storage system at its manufacturing plant in Normal,Ilinois using over100 repurposedelectric vehicle batterypacks from its own vehicles.The system will supportpeak shavingbyreducing reliance ongrid power during high-demand periods, lowering energy costs and improving grid stability. By giving used EV batteries a second life, the project offers a scalableand lower-cost alternative to new storage systems while enabling faster deployment of energy capacity at energy-intensivefacilities likemanufacturingplants. ·US battery recycler Ascend Elements files for insolvency-electrive.com.U.S.battery recycler Ascend Elements has filed for Chapter 11restructuring process will allow the company to continue operations while addressing financial challenges stemming from policy changesthatimpacted energyprojectfunding.Despitethe setback,Ascendis advancing construction oftheKentuckyplantwithpartnerSK,applyingto-Cathode technology. EcoPro secures $4.3 mn Canadian R&D grant for lithium metal anodes -pulse.mk.co.kr. EcoPro Lithium, a subsidiary of South Korea'sEcoPro,has securedCAD6million (USD4.3million)infundingfromNatural Resources Canadatosupportthedevelopmentof lithiummetalanode production for next-generation solid-state batteries.Under Canada's Energy Innovation Program,the project aims to establish alocal production chain-from lithium metal refining to ultrathin foil manufacturing-by March 2027,strengthening domestic battery supplychains and advancing high-energy-density battery technologies. Asia China's Ronbay Gains on USD59o Million Investment in LFP Cathode Output Expansion-yicaiglobal.com.Chinese battery materialsmanufacturerRonbayNew Energy Technologyplans to invest CNY4.3billion (USD590 million)to expand its lithium iron phosphate (LFP)cathodematerial production capacity amid risingdemand from electric vehicle and energy storagemarkets.The investment will fund newprecursorand cathodeproductionfacilities in Guizhouprovince,withconstruction settobeginthis month.Themoveaimstoaddresssupplyshortages of high-end LFPmaterials and support future contract commitments, following regulatory penalties earlier this year related todisclosures about a supplyagreementwithbatterygiant CATL. ·China's CATL, Do-Fluoride Post Strong First-Quarter Results Amid Surge in Lithium Battery Demand -yicaiglobal.com. China's CATL andbattery materials supplier Do-Fluoride posted strong first-quarter earnings driven by rising demand for lithium batteries in electric vehicleand energy storage markets. CATL reported a 49% year-on-year increase in net profit and a 52% jump in revenue, while Do-Fluoridereturned to profitability as lithium batterymaterial prices rebounded. Both companies benefited from rapid growth in power and energystorage battery sales, which continuedto expand significantly in early 2026. Enchem to Cut Workforce by About Half Amid Mounting Cash Strain-thelec.net.South Korean battery electrolytemanufacturer Enchemis undertaking a major restructuring that includes reducing its workforce by around 50% in response to mounting financial strain followingrapid globalcapacity expansion.Despite significant investments in new productionfacilities across Asia, Europe, and North America, lowutilization rates and weakening cashflows havepressured profitabilityand liquidity.The cost-cutting move aims tolowerfixed expenses as Jeil M&S Begins Sale Process With Stalking-HorseBidder Selected-thelec.net.Battery mixing equipment manufacturer Jeil M&S has begun a court-supervised sale and restructuring process after selecting a stalking-horse bidder as part of its rehabilitation proceedings.The company is seeking new ownership through a pre-approved M&A process involving external capital raising,while ongoing paymentdisputes withkey customer LG EnergySolution remainunresolved.The outcome ofboth the bidding process andlegal proceedings willbecritical to Jeil M&S's turnaround and future position within the battery manufacturing supply chain. productivity by 50% by2028 as it accelerates a company-wide artificial intelligence (Al)transformation to remain competitive in the globalbatterymarket.The initiativeincludestherolloutofanenterpriseAlplatform,expanded workforcetraining,andtheestablishmentofa CEO-ledgovernance committeetooverseeAladoptionand operational changes.Thestrategyaimstoshiftthecompanyawayfromtraditionalvolume-driven competitiontowardefficiency-focused manufacturing and smarteroperations. :Geely recalls 1,473 Polestar 4 EVs in China over battery thermal runaway risk - cnevpost.com.Geely Auto is recalling 1,473 Polestar 4electric vehicles equipped with 86 kwh battery packs due to potential thermal runaway risks caused by inconsistencies in high-voltagebattery component manufacturing. The issue may lead to increased internal resistance and battery performance degradation over timeposing a safety haza