Market Size and Forecast - The global lithium battery copper foil sales are expected to reach 1.487 million tons by 2025, driven by the growth in demand for downstream power batteries and energy storage batteries, representing a year-on-year increase of 49.1%. By 2030, the global lithium battery copper foil market size is projected to reach 4.184 million tons [2]. Price Trends and Forecast - From 2021 to 2035, the global lithium battery copper foil prices are generally expected to decline, with significant volatility. In 2025, the average price is projected to rebound to approximately 96,000 yuan per ton. The price trend from 2026 to 2027 is anticipated to show an "initial increase followed by high-level fluctuations," before entering a downward cycle. The growth factors include: 1) Increased demand from power and energy storage batteries leading to a surge in copper foil usage; 2) Rising costs of raw materials like copper and processing fees; 3) Long expansion cycles in the copper foil industry resulting in insufficient new supply [4]. 2025 Top 10 Lithium Battery Copper Foil Suppliers in China - The top 10 companies in terms of lithium battery copper foil shipments in China for 2025 are: 1. Defu Technology 2. Longdian Huaxin 3. Jiayuan Technology 4. Nord Shares 5. Huachuang New Materials 6. Zhongyi Technology 7. Tongguan Copper Foil 8. Jiangxi Copper Technology 9. Jiangxi Copper Industry 10. Far East Shares [7][8].

此次新公司成立，意在保障此前 弗迪电池新能源产业项目顺利实施。 2025年 12月1日，比亚迪集团弗迪电池有限公司的新能源产业项目正 式签约落户湖北枝江。 枝江市委书记余峰在签约仪式上指出，此次比亚迪的入驻，犹如"头雁振翅"，将为当地新能源产业 的延链补链与集群 发展注入强劲动能。 据最新消息， 比亚迪在湖北宜昌新设一家电池公司 ， 注册资本为1000万人民币，经营范围包括电池零配件生产、电池制造、电子专用材料 制造、电子专用材料销售等。 标志着 比亚迪在动力电池与储能电池赛道的全国布局再落关键一子 。新公司由比亚迪全资子公司 弗迪电池控股，将强化比亚迪在华中、华东 市场的辐射能力，更将借 助当地产业集群优势，进一步完善其新能源电池全产业链生态。 新公司由由曹文玉出任董事长兼法定代表人。据悉，这位在比亚迪内部被称作材料老将的高管，现任弗迪电池副总经理，同时掌管化工原材料 工厂。过去十年，他深度参与了刀片电池核心材料的国产化攻关，从磷酸铁锂正极到电解液体系。 除了宜昌新公司，他还兼任比亚迪旗下多 家材料与电池子公司的法人，是 比亚迪 垂直整合战略在上游端的关键执行者。 董事何龙是比亚迪集团执行副总裁，也是弗迪电 ...

Event Overview - The 2026 (6th) Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference and the Luban Award Ceremony for Lightweight Power Batteries will be held on July 16, 2026, in Shenzhen [2][3] - The theme of the event is "Co-creating a New Chapter in Lightweight Power and Leading the Future of Two-Wheeled Battery Swapping" [2] Agenda Highlights - The conference will include discussions on innovative business models for battery swapping, lifecycle management of two-wheeled vehicle batteries, and connector technology trends [4] - Specialized sessions will focus on electric motorcycles and battery technology, including applications of lithium iron phosphate cylindrical batteries and safety design standards [4] - A dedicated session for electric bicycles will cover topics such as the application of full-tab cylindrical batteries and the development trends of battery technology under new national standards [4] Participating Companies - Over 100 electric two-wheeled vehicle and battery swap operation companies are expected to attend, including major players like Yadea, Aima, and Niu Technologies [5] - More than 150 lightweight power and battery swap battery companies will participate, including companies like EVE Energy, BYD, and CATL [5][6] - Additional participation from over 30 battery management system (BMS) companies and various battery material and equipment manufacturers [6] Registration Information - Three registration options are available: SVIP at 3188 RMB, VIP at 2188 RMB, and a free option with promotional requirements [8] - The registration deadline is June 30, 2026, and on-site registration will not be accepted [8] Additional Services - Attendees will receive benefits such as a 2026 two-wheeled vehicle and battery swap industry chain map, self-service lunch, and access to the latest industry summary presentations [9]

海外收购遇阻，德福科技火速调整战略，将目光转回国内。 今日晚间，公司发布公告，因卢森堡经济部附加限制条件，公司拟收购高端IT铜箔龙头Circuit Foi lLuxembourgS.a.r.l.（简称"卢森堡铜箔"） 100%股权事项终止。 同一时间，公司披露已与国内铜箔生产商安徽慧儒科技有限公司（简称"慧儒科技"）及其实际控制人王孙根签署《收购意向书》，拟以现金收 购及增资方式取得慧儒科技不低于51%的股权，以获取其2万吨/年电解铜箔产能，以此应对自身逼近饱和的产能瓶颈。交易完成后，慧儒科技 将成为德福科技的控股子公司。 德福科技主要从事各类高性能电解铜箔的研发、生产和销售，产品主要用于各类锂电池和覆铜板、印制电路板的下游制造。2025年7月29日， 公司宣布与交易对方签署了《股权购买协议》，拟收购卢森堡铜箔100%股权。 公告显示，卢森堡铜箔100%企业价值为2.15亿欧元，扣除双方约定的调整项目后，该公司100%股权收购价格为1.74亿欧元。卢森堡铜箔为全 球高端IT铜箔龙头企业之一，也是全球自主掌握高端IT铜箔核心技术与量产能力的唯一非日系龙头厂商，市场份额领先。 德福科技当时表示，该交易属于同行业并 ...

Market Size Analysis and Forecast - The global lithium battery equipment market is projected to reach 99 billion yuan in 2025, representing a 25% year-on-year growth, driven by surges in energy storage, electric vehicles, and light-duty power markets in the second half of 2025 [2] - The demand for lithium batteries is expected to grow significantly in various sectors, including energy storage, electric vehicles, AI data centers, drones, light electric vehicles, electric ships, and new smart devices [2] - By 2027, the global lithium equipment market is forecasted to reach 141.9 billion yuan, with segment breakdowns of 46 billion yuan for front-end equipment, 43.4 billion yuan for mid-stream equipment, 38.3 billion yuan for back-end equipment, and 14.2 billion yuan for modules and PACK [2] 2025 China Lithium Battery Equipment Market Share TOP 50 Rankings - The top companies in the 2025 China lithium battery equipment market include: 1. XianDao Intelligent 2. YingHe Technology 3. JiaTuo Intelligent (a subsidiary of PuTaiLai) 4. HangKe Technology 5. Wuxi Liqi 6. LianYing Laser 7. Dazhu Lithium Battery (a subsidiary of Dazhu Laser) 8. LiYuanHeng 9. JiYang Intelligent 10. HaiMuXing [3][5][6] Detailed Company Rankings and Equipment Coverage - XianDao Intelligent and YingHe Technology provide complete lithium battery line solutions [6] - JiaTuo Intelligent specializes in processes such as rolling, cutting, and coating [6] - HangKe Technology focuses on formation, testing, and logistics lines [6] - Wuxi Liqi offers feeding and mixing systems [6] - LianYing Laser provides cell packaging lines and laser cutting equipment [6] Additional Market Segments - The report also highlights the top companies in various specific equipment segments, including stirring machines, coating machines, and drying equipment, indicating a comprehensive landscape of the lithium battery equipment market in China [8]

Group 1: Core Functions of Commercial and Industrial Energy Storage - Commercial and industrial users face a dual pricing system for electricity, which includes both energy charges based on actual consumption and capacity charges based on transformer capacity or peak demand [2] - Energy storage systems provide two clear profit paths: peak shaving and demand management, allowing users to reduce electricity costs by taking advantage of price differences between peak and off-peak hours [2] Group 2: Global Commercial and Industrial Energy Storage Market - The global commercial and industrial energy storage market has seen rapid growth, with shipments increasing from 2.0 GWh in 2021 to a projected 25.4 GWh in 2024, supported by favorable policies and market conditions [3] - By 2025, the market is expected to experience explosive growth, with shipments reaching 60.5 GWh, driven by advancements in storage technology and expanding price differentials [3] Group 3: Impact of AI Data Centers on Energy Storage Demand - The exponential growth in demand for AI Data Centers (AIDC) is expected to significantly increase the need for commercial energy storage, as these centers require high power and rapid response capabilities [4] - The energy storage revenue model is anticipated to evolve from single arbitrage to multi-faceted revenue streams, including power regulation and emergency backup services for AIDC [4] Group 4: Technological Developments in Energy Storage - Diverse energy storage technologies are emerging, with sodium-ion and lithium-ion batteries gaining traction due to their high power and fast response characteristics, while flow batteries are becoming important for long-duration storage [5] - By 2030, global commercial energy storage shipments are projected to reach 669.6 GWh, with AIDC applications driving significant market growth [5] Group 5: Future Outlook for Energy Storage - By 2035, commercial energy storage is expected to transition from a cost control tool to a profit-generating center, deeply integrated into industrial operations and energy management systems [6] - The projected shipment volume for global commercial energy storage by 2035 is 1,486.0 GWh, with AIDC applications accounting for a substantial portion of this growth [6] Group 6: Leading Companies in Energy Storage - The top 15 companies in global commercial energy storage system integration for 2025 include Singularity Energy, Sungrow Power, and others, indicating a competitive landscape [7][8]

Core Viewpoint - Expansion will be the key theme in 2026, particularly in the energy storage battery sector, with multiple projects accelerating progress early in the year [2]. Group 1: Project Developments - The Guokai Energy (Lanzhou New Area) Co., Ltd. has initiated a 30GWh new energy battery production base project, with the first phase involving an investment of 2.8 billion yuan to establish a modern production facility for 10GWh lithium iron phosphate energy storage cells [3]. - The first phase of the project will include four production lines, with an expected annual revenue of 4.1 billion yuan upon completion [3]. - Guokai Energy has rapidly developed its energy storage layout, with total investments nearing 34 billion yuan and a comprehensive planned capacity exceeding 90GWh across multiple locations [3]. Group 2: Recent Progress - The Anqing project of Guokai Energy has also made significant strides, with the intelligent manufacturing base for energy storage batteries officially commencing production, featuring three main cell types [4]. - This project has a total investment of 5.5 billion yuan and is designed as a fully automated smart factory, with plans for a second phase expansion to achieve an annual output value exceeding 5 billion yuan [4]. Group 3: Strategic Collaborations - During the production launch, Guokai Energy signed strategic cooperation agreements with several leading energy storage integrators and energy groups, covering aspects such as annual cell supply, joint technology development, and overseas project collaboration [5]. Group 4: Product Capabilities - Guokai Energy has developed a comprehensive product solution capability from cells to energy storage system integration, featuring high-capacity lithium iron phosphate energy storage cells with advanced design and manufacturing processes [6]. - The company's energy storage cabinet products are designed for high integration and intelligence, significantly enhancing energy density by 40% while maintaining a compact footprint [6].

Group 1 - EVE Energy has submitted an application for listing on the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [4] - The fundraising purpose for EVE Energy has changed; the company now plans to use the net proceeds solely for the continued construction of its Hungarian production base and for working capital, excluding the previously planned Malaysian project [5] - New Energy's "Snow Leopard Battery" has been mass-produced and delivered in tens of thousands of units, featuring a range of over 100 kilometers on a single charge and high discharge capabilities [6][7] Group 2 - Reports indicate that the shortage of power batteries has eased, but energy storage batteries remain scarce, leading to price increases across the lithium battery industry [8] - Far East Battery announced a significant increase in contract orders, with a 556% year-on-year growth in December for contracts over 10 million yuan [9] - EVE Energy has signed a strategic cooperation framework agreement for a 20GWh energy storage battery project with Shanghai Shinyi Luoxi Energy Technology [10] Group 3 - Penghui Energy is advancing its listing on the Hong Kong Stock Exchange to enhance its global strategy and financing capabilities [12][13] - Russia has launched its first GWh-level battery factory, with a planned total capacity of 4GWh, aimed at various applications including energy storage [14][15][16] - Haopeng Technology plans to raise up to 800 million yuan for energy storage and AI projects, focusing on high-growth applications [17] Group 4 - Shanghai Haixi Communications has signed a strategic cooperation agreement for a 60GWh energy storage project, aiming to enhance industry chain efficiency [18] - The Anhui 20GWh power battery project has commenced construction, with an investment of approximately 4.85 billion yuan [19] - BYD's new energy battery production base has completed the joint line ceremony for its second and third phases, with a total investment of about 110 billion yuan [20] Group 5 - A second meeting on the regulation of the power and energy storage battery industry was held, addressing issues of blind construction and price competition [21][22] - LG Energy's two battery factories have suspended production for six months, resulting in significant economic losses [23] - Ningfu New Energy reported a significant increase in shipments of large cylindrical batteries, exceeding 10GWh in 2025 [24] Group 6 - Guoxuan High-Tech has started two material projects, including a 200,000-ton lithium iron phosphate project, to enhance its production capabilities [25][26] - Chuangneng New Energy achieved a record shipment of over 90GWh in 2025, marking a 350% increase from the previous year [27][28] - A 4GWh energy storage battery project is being established in Hebei, with a total investment of 50 million yuan [29] Group 7 - Yijiatong is rapidly advancing its 4GWh industrial power lithium battery project, with significant progress reported [30][31] - A new lithium iron phosphate production line has been launched in Hubei, aimed at meeting high standards for material quality [33][34] - Longpan Technology is investing 2 billion yuan in a high-performance lithium battery project, with a planned capacity of 120,000 tons [35] Group 8 - ST Pava has terminated part of its fundraising projects, optimizing resource allocation in response to industry developments [36] - Lithium carbonate prices have surged, nearing 150,000 yuan per ton, with a year-to-date increase of over 21% [37][38] - Tianci Materials plans to conduct maintenance on its lithium hexafluorophosphate production line, expected to last 20 to 30 days [39][40] Group 9 - The State Council has issued a comprehensive solid waste management action plan, aiming for significant recycling targets by 2030 [41] - Tianci Materials has forecasted a substantial increase in net profit for 2025, driven by growth in the new energy vehicle and energy storage markets [43] - The lithium battery recycling project in Henan has been signed, with an expected annual output value of approximately 400 million yuan [54] Group 10 - BYD has surpassed Tesla in global electric vehicle sales for the first time, with a total of over 4.6 million new car sales in 2025 [57] - CATL and NIO have renewed a five-year cooperation agreement, focusing on technology and market collaboration [58][59] - Toyota and Lexus sold approximately 2.5 million vehicles in the U.S. in 2025, with nearly half being electrified models [60]

Group 1 - The core viewpoint of the article is that Foshan Plastics Technology has received approval from the CSRC for its acquisition of Jinli Co., marking its entry into the battery film sector with a deal valued at nearly 5.1 billion yuan [2][3] - The acquisition is seen as a strategic move to capture market opportunities amid a price war and overcapacity in the separator industry, positioning Foshan Plastics for future technological upgrades and high-end product competition [2] - Foshan Plastics has experienced a significant stock price increase, with a nearly 120% rise in 2025, reflecting strong market interest in the new energy sector [2] Group 2 - The total transaction price for the acquisition is 5.08 billion yuan, with 400 million yuan paid in cash and 4.68 billion yuan through share issuance [3] - Foshan Plastics, under the Guangxin Group, has established a diverse industrial layout in the new materials sector, while Jinli Co. specializes in the R&D, production, and sales of lithium battery wet separators, enhancing Foshan Plastics' product offerings in the new energy field [3] - Jinli Co. has rapidly risen to become a leading player in the wet separator market, achieving significant revenue of approximately 2.63 billion yuan and holding 313 domestic patents, showcasing its strong market competitiveness [4]

Group 1 - The Ningde Times Luoyang base project has entered the equipment installation phase with the arrival of the first equipment for the third phase, laying a solid foundation for upcoming production [2] - The Luoyang base is one of the thirteen global production bases of Ningde Times, constructed in four phases, with the first phase expected to start production in July 2024 and the second phase in September 2025 [2] - The cumulative output value of the project has exceeded 20 billion yuan since its launch [2] Group 2 - Luoyang is focusing on the new energy industry, successfully signing 45 upstream and downstream projects with a total investment of 18.26 billion yuan, enhancing the industrial ecosystem [2] - Key supply chain enterprises, including Huayu Automotive and Kangben Technology, have settled in the Luoyang base, highlighting the growing cluster effect of the new energy industry [2] - The third phase of the project is planned for 40 GWh, with the entire project expected to generate an annual output value exceeding 100 billion yuan upon full production [2]