电池周报（5月26日）

Neil Beveridge, Ph.D.+852 2123 2648neil.beveridge@bernsteinsg.comBrian Ho, CFA+852 2123 2615brian.ho@bernsteinsg.com Battery Weekly 26 May America •Chinese Equipment Replaces Korean Suppliers at BlueOvalSK Kentucky Plant After JV Split.- thelec.net Ford is replacing Korean batteryequipment at the former BlueOvalSK Kentucky plant with Chinese technology after taking control of the facility following the SK On–FordJV split. The plant is being converted from pouch-type NCM battery production to prismatic LFP batteries using CATL technology, mainly forthe ESS market under Ford Energy. As a result, equipment orders from Korean suppliers such as Hana Technology, MPLUS, Toptec, Yunsung •Stellantis Plans $70 Billion Comeback With LFP Batteries And A Tesla FSD Challenger.- insideevs.com Stellantis has announced a majorUSD 60 billion turnaround plan to revive its EV strategy with cheaper batteries, new software, and advanced autonomy features. Thecompany plans to launch 29 new EVs, 15 plug-in hybrid or extended-range models, and more hybrids by 2030 using a new scalable platformcalled STLA One. The EV version will use 800V architecture, LFP batteries, and a cell-to-body battery design to reduce cost, improveefficiency, and simplify production. Stellantis will also deepen cooperation with Qualcomm for infotainment and ADAS technology, while Asia •China’s Putailai to Invest USD823.3 Million to Boost Battery Separator Film Output.- yicaiglobal Putailai New Energy Technology plans toinvest CNY 5.6 billion / USD 823.3 million to expand its lithium battery separator film capacity in Qionglai, Sichuan. The project will add16 production lines with total annual capacity of 7.2 billion square meters, built in two phases: Phase I will start trial production in 2027, •Ganfeng starts pilot production of 500 Wh/kg solid-state batteries.- electrive.com Ganfeng Lithium has started small-batch productionof a 10Ah lithium-metal solid-state battery with energy density of 500 Wh/kg, positioning it as a key step toward commercializing next-generation high-energy batteries. The company also said its 400 Wh/kg solid-state battery has exceeded 1,100 charge cycles andcompleted engineering validation. Ganfeng is developing both silicon-carbon and lithium-metal solid-state routes, targeting applications •SVOLT to start semi-solid-state battery production in September.- electrive.com SVOLT plans to begin series production of semi-solid-statebatteries in September 2026, earlier than its previous 2027 target. The batteries are expected to be integrated into multiple vehicle modelssoon after launch, with a 100 kWh battery version also moving toward large-scale production. SVOLT’s first-generation semi-solid-statecells are expected to reach around 300 Wh/kg, with a second-generation version targeting 360 Wh/kg. CEO Yang Hongxin said semi- •Xiaomi sets up subsidiary for battery and electric motor production.- electrive.com Xiaomi has established a new subsidiary, Beijing XiaomiJingxu Technology, to support production of key EV components including batteries, electric motors, and electronic control systems. Themove aims to strengthen Xiaomi’s control over its EV supply chain, after previously relying on partners such as CATL and BYD FinDreamsBattery for battery solutions. Chinese media also report that Xiaomi is involved in a 15 GWh battery factory joint venture with CATL, BAIC,and Jingneng, located near Xiaomi’s Yizhuang EV plant, with production expected to begin later this year. The expansion supports Xiaomi •POSCO Future M Secures Mass Production Technology for Silicon Anodes.- thelec.net POSCO Future M has secured mass productiontechnology for silicon anode materials and aims to begin commercial production and supply in 2028 after pilot operations in Pohang,South Korea. Its silicon anode can store more than four times the energy of conventional graphite anodes, and tests showed batterieswith over 20% silicon content retained more than 80% capacity after 1,000 cycles. The company reduced silicon expansion issues •Sungrow Wins 7.5 GWh Energy Storage Order for Masdar’s UAE RTC Project Sungrow signed an agreement with Masdar to supply 7.5GWh of PowerTitan 3.0 liquid-cooled energy storage systems and 2.6 GW of PV inverter solutions for the UAE’s gigascale Round-the-Clock renewable energy project, developed by Masdar and EWEC. The full project combines 5.2 GW solar PV with a 19 GWh battery energystorage system to provide reliable clean power around the clock, with operation expected in 2027. Sungrow’s system will deploy over 1,000PowerTitan 3.0 units, using an 8-hour charge / 16-hour discharge cycle, and is designed for harsh Middle East conditions, operating at up •Xiaomi EV reportedly taps new battery suppliers for second brand to target EREV market.-cnevpost.com Xiaomi EV is reportedly addingSunwoda and CALB as battery suppliers for the first model under its new sub-brand Skynomad, reducing reliance on existing suppliersCATL and BYD. Th