In March, domestic FP production increased by 10% MoM and surged by 81% YoY. In terms of supply, most FP manufacturers raised their production schedules in March compared to February, leading to a significant boost in supply. Some companies had ample orders, operating their production lines at full capacity. Additionally, new entrants in the FP market are gradually ramping up their capacity, with production expected to continue rising in the future.

[Lithium Iron Phosphate (Manganese) Project: Equipment Installation Phase of the First-Phase 20,000-ton Project of Gansu Elephant L(M)FP] Gansu Elephant Energy Technology Co., Ltd. has planned a total of 100,000 tons of L(M)FP per year, with the first-phase project of 20,000 tons of lithium iron phosphate (manganese) L(M)FP. Currently, the infrastructure construction has been completed, and the project is at the stage of equipment procurement and installation.

【Lithium Iron Phosphate: Rexis Delivers Mass-Produced High-Compaction LFP Products with Compaction Up to 2.6!】On September 9, 2024, Nantong Rexis New Materials Co., Ltd. successfully shipped the first batch of mass-produced new-generation ultra-high-compaction lithium iron phosphate (L(M)FP). L(M)FP Production Capacity: The annual production capacity of the Nantong base is 40,000 tons.

Gansu Elephant Energy's Lithium Iron Phosphate project in installation phase.

SMM February 22: With the rapid expansion of iron phosphate production capacity, the overcapacity situation in the industry is gradually intensifying, followed by a price decline, market competition is becoming more and more fierce, and it is increasingly difficult for iron phosphate companies to make profits, the price bottom line is constantly being tested...

SMM News on February 22nd: With the rapid expansion of iron phosphate production capacity, the situation of industry overcapacity is gradually worsening, leading to a decline in iron phosphate prices. The market competition is getting fiercer, and iron phosphate companies are finding it increasingly difficult to make a profit. The price bottom line is constantly being tested.

At the CLNB 2025 (10th) New Energy Industry Chain Expo - Overseas Market Forum hosted by SMM Information & Technology Co., Ltd. (SMM), Dennis Roman Gallus, Chief Consultant at Roland Berger, discussed the topic of "How to Enter Europe: Opportunities & Strategic Policy Guidelines for Chinese Battery Companies."

SMM February 28th: After the Lantern Festival, the vast majority of iron phosphate companies have entered the stage of negotiating orders at the end of the month.

On May 16, Dr. He Xuan, General Manager of SEVB's product line, was invited to attend CIBF2025 17th Shenzhen International Battery Fair and launched SEVB's Flash Charging Battery 4.0 product matrix: the world's first 1400A Flash Charging Battery - Star Chaser 2 .0 , 1-minute extreme charging enables 150 km + driving range, achieving parity in charging speed with internal combustion engine vehicles; Star Chaser 2 .0 extended range version balances 6C peak C-rate and 800km+ range, setting a benchmark for ultra-fast charging long-range products; full range upgrade of PHEV/BEV batteries with up to 8C peak C-rate, providing dual guarantees of "range anxiety-free + recharging anxiety-free"; 190Wh /kg 6C ultra-fast charging cylindrical PHEV/BEV battery, enabling ultra-fast charging accessibility through cost-effective safe solutions; trusted by millions of global vehicle owners, delivering 3-year total cost of ownership lower than ICE vehicles with next-gen cost-effective H EV high-power batteries. This product matrix renewal demonstrates SEVB's continued leadership in ultra-fast charging technology innovation, providing strong momentum for deep electrification and intelligence of NEV industry. ▲ Caption: SEVB Flash Charging Battery 4 -series integrates three system platforms with "Tianqing" cell architecture, showcasing SEVB's platform capabilities Debuting alongside the new ultra-fast charging battery matrix are SEVB's three system platforms: ● Star Chaser platform for A-B class economic applications ; ● Star Glow platform for extreme fast charging and premium applications ; ● Star Ring platform for cylindrical PHEV/BEV applications. Supported by high space utilization next-gen Tianqing architecture with positive/ negative inverted bottom venting, achieving high energy density + thermal-electrical separation. System-level integrationZ44/>foam potting , integrated liquid-cooled BDU, slave FPC direct insertion and other modular technologies endow SEVB's new ultra-fast charging product matrix with high integration, safety and efficiency. Qian'an megawatt-class ultra-fast charging product - Star Glow 2.0 series launched: Ushering in "era of charging parity between EV and ICE" As the global leader in ultra-fast charging battery technology, SEVB pioneered mass production of the industry's first 4C ultra-fast charging battery in September 2022. Through continuous technological iteration, by May 2025, SEVB Flash Charging Battery 4.0 has evolved to 12C extreme charging version, compressing single recharge time to 5-minute level, pioneering the "era of charging parity between EV and ICE" for the industry. Among them, the core product of the Flash Charging Battery 4.0 series—the Xinxingchi 2.0 Kiloamp Extreme Charging Edition—is the world's first ultra-fast charging battery product to increase the charging current to 1,400A. When paired with a vehicle-side 1,000V high-voltage system platform, it can support up to 1.4 megawatts of flash charging, providing users with a brand-new energy replenishment experience. It enables an extreme charge of 150km+ in 1 minute and an energy replenishment of 450km in 5 minutes, achieving oil-electric parity and enabling immediate charging and departure. ▲ Caption: The Xinxingchi 2.0 Kiloamp Extreme Charging Edition is a product that directly addresses user pain points, thanks to deep innovation in product technology: heat -cold direct conduction , multi-layer sandwich cooling design, increasing the cooling area by ~50%, providing timely cooling for the heat generated by megawatt fast charging , ensuring a safe and worry-free experience ; with aerospace-grade insulation technology , low-temperature-resistant high-energy LFP cathode technology , low-temperature superconducting electrolyte technology multi-level technology integration , it allows users to travel worry-free in low temperatures , with a low-temperature energy retention rate of over 90% at -20℃, and it can still operate normally at an extreme cold of -40℃ . The ultra-fast charging long-life anode technology, with regional activity regulation design , combined with high-temperature-resistant SEI film layer reconstruction technology, solves the industry challenge of battery life damage caused by ultra-high current charging . Another core product in the series, the Xinxingchi 2 .0 Long Range Edition, benefits from ultra-high voltage density cathode technology, second-generation composite thick electrode technology, and the extreme space utilization rate "Tianqing" structure, enabling the L FP ultra-fast charging battery cell energy density to once again break industry records, reaching 2 00W h /kg or more. Combined with the Xingchi system architecture with a mass integration rate of over 8 0% , it achieves 6C ultra-fast charging while also offering an ultra-long range of 800km+, realizing the substitution of LFP for ultra-fast charging ternary batteries and reducing costs by over 10% , contributing significantly to the market penetration of ultra-fast charging technology. ▲ Figure Caption: Sunwoda StarChase 2 .0 Long Range Edition The high-end market-oriented Sunwoda StarGlory 2 .0 Thousand Ampere Ultra Charge Edition not only achieves 1000km+ ultra-long driving range, but also supports 8C charging with over 1000A current, enabling 7 00 km range recovery in just 8 minutes of charging, truly realizing unlimited range and on-demand charging. ▲ Figure Caption: Sunwoda StarGlory 2 .0 Thousand Ampere Ultra Charge Edition Powered by SEVB's self-developed next-gen porous silicon carbon anode: through nano-buffer network design, it improves silicon interface stability, achieves low lithium consumption and long cycle life, thereby delivering 260 + Wh/kg high energy density with longevity and ultra-fast charging advantages. Matched with StarGlory system architecture, it features next-gen 3D liquid cooling technology with active spray protection for emergency cooling after over-temperature alerts, and active coolant spray during thermal runaway. Thermal-electrical separation ensures passenger safety. With ultra-high safety redundancy, it achieves no thermal propagation under multi-point high-temperature triggers. Dr. He Xuan, General Manager of SEVB's Battery Cell Product Line, stated: "The Flash Charging Battery 4.0 Thousand Ampere Ultra Charge product is not merely an ultra-fast charging technology upgrade, but rather a systemic technological innovation reconstructed through material/ cell/ pack multi-layer, thermal/mechanical/electrical multi-dimensional, safety/reliability multi-faceted advancements." Universal 8C Extended-Range Battery: Platformized BEV ultra-fast charging technology empowers entire extended-range lineup The newly launched Sunwoda StarGlory/ StarChase extended-range batteries fully leverage flash charging compound benefits with enhanced fast-charging capabilities. 800 + V system models adopt BEV-derived ultra-fast charging solutions, while 400V models feature upgraded 4-6C solutions with enhanced energy density and charging performance, delivering 200-400km pure electric range and wide temperature operation, achieving dual benefits of extended range and ultra-fast charging, dramatically enhancing user value experience. ▲ Figure caption: Sunwoda Xinxingyao range-extended battery Additionally , targeting the small-capacity power and two-wheeler markets ( A 0/A00-class BEV, A-class PHEV ), Sunwoda also launched the world's first 6 C fast-charging 190Wh/kg LFP cylindrical range-extended battery. SEVB cylindrical batteries offer four key advantages: flexible "horizontal or vertical" placement for multi-scenario compatibility, accommodating 5 0-150 km A00-A class vehicle models; high energy density with through-type current collector and same-side busbar design, achieving ~3% YoY radial space utilization improvement; ultra-low internal resistance through proprietary intermittent full-tab + concentric welding design , enabling 20% shorter electron transport paths and 5℃ lower heat generation; long-life innovative design with uniform jelly roll stress growth and no collapse deformation throughout the life cycle, ensuring 10 -year / 300,000 km warranty coverage. ▲ Figure caption: Cylindrical range-extended battery As the saying goes , "prismatic cells have limitations while cylindrical cells excel" , through deep analysis of diverse applications , Sunwoda provides optimized solutions for both prismatic and cylindrical battery cells . In small-capacity B EV and range-extended models, cylindrical batteries demonstrate superior cost-effectiveness and flexibility . The new-generation HEV high-power product achieves ultra-low TCO, with 3-year total cost lower than ICE vehicles . H EV products compared to ICE counterparts offer: ultra-low fuel consumption with affordable purchase/operation costs; electric-drive performance matching BEV experience; reliable performance in extreme temperatures without range/charging anxiety. These advantages provide strong competitiveness in regions lacking charging infrastructure like Europe, Southeast Asia, and South America . SEVB's new-generation H EV product features ultra-high power ( 80 kW discharge ) , ultra-long cycle life ( 100,000 charge-discharge cycles ), ultra-low operating temperature ( -4Z244/>℃ ) , and ultra-safety reliability, while delivering ultra-low T CO with 3-year total cost lower than ICE vehicles. Sunwoda's H EV products have maintained China's top shipments of hybrid lithium batteries for four consecutive years, establishing itself as an industry leader in high-power H EV products and earning profound trust from over one million global car owners. At the critical period when China's new energy vehicle penetration rate continuously exceeded 5 0%, SEVB's newly launched super-fast charging power battery matrix product technology not only accelerates charging across all vehicle usage scenarios but also further democratizes super-fast charging technology from high-end flagship models to mainstream car segments through "technological democratization" . Looking ahead, SEVB will remain committed to leading technological innovation in super-fast charging power batteries, contributing solid strength to the development of the new energy vehicle industry.

1. Saudi power producer and desalination company ACWA Power Co will complete construction of the 200MW Kom Ombo solar project in Egypt in April. The total construction cost of the solar power plant is approximately US$182 million (€167.1 million), and financial close will be completed in August 2023. Once up and running, Kom Ombo will power 130,000 homes and offset 280,000 tonnes of CO2 per year.