Core Viewpoint - The article discusses the strategic acquisition of Zhongke Hualian by Enjie Co., aiming to strengthen the supply chain integration and enhance its core business in the lithium battery industry, despite facing financial losses in recent quarters [2][3][5][12]. Group 1: Company Performance - In the first three quarters of the year, Enjie Co. reported revenue of approximately 9.54 billion, a year-on-year increase of about 27.8%, but incurred a loss of approximately 86.32 million, a decline of about 119% year-on-year [5]. - The gross margin for the same period was 15.9%, down 5.07%, while the net margin was -1.19%, a decrease of 7.19% year-on-year [5]. - The 2024 annual report indicates a revenue of approximately 10.16 billion, a year-on-year decrease of about 15.6%, with a loss of 555.6 million and a non-recurring net loss of 613 million [5]. Group 2: Strategic Moves - Enjie Co. is not halting its expansion despite losses; it is pursuing the acquisition of Zhongke Hualian and has initiated a second phase of a 1.6 billion square meter separator project in Yunnan, with a total investment of about 4.5 billion [6][7]. - The company also announced the early redemption of its convertible bonds issued in 2020, which could dilute earnings per share in the short term [8] . Group 3: Industry Context - The acquisition of Zhongke Hualian is seen as a move to enhance upstream control, as the company is a key player in the separator equipment sector, providing automated solutions that are in high demand [9][10]. - Zhongke Hualian has established production bases and is set to produce 800 million square meters of high-performance wet lithium battery separators annually after the completion of its new production lines [11]. - The lithium battery industry is experiencing a recovery, with leading companies seeking to optimize technology and strengthen supply chain control amid a competitive landscape [12].

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony will focus on the theme "New Cycle, New Technology, New Ecology," aiming to summarize the past decade of the lithium battery industry and explore future development opportunities [2]. Event Background and Significance - The Qidian Lithium Battery Industry Annual Conference is a flagship event that has been held annually for nine years, attracting over 1,000 participants each year from the entire lithium battery supply chain [2]. - The 2025 event marks the 10th anniversary of both the conference and Qidian Research, providing a platform for industry peers to discuss new materials, technologies, and industry dynamics [2]. Event Theme and Structure - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony, along with the 2025 User-Side Energy Storage and Battery Technology Forum [2]. - Event Date: December 18-19, 2025 [2]. - Location: Venus Royal Hotel, Shenzhen [2]. - Scale: Over 1,200 offline participants and 30,000 online viewers [2]. Highlights of the Event - The conference will feature nine specialized forums with over 60 prominent speakers discussing core issues and technological breakthroughs [4]. - The 10th Lithium Battery Golden Ding Award will be held concurrently to recognize outstanding contributions to the lithium battery industry [4]. - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting for direct engagement among corporate leaders [4]. - More than 50 exhibitors will showcase solutions across the lithium battery, energy storage, and related sectors [4]. Specialized Sessions and Topics - The agenda includes specialized sessions on various topics such as cylindrical batteries in light-duty power applications, soft-pack battery technologies, and new materials and processes for batteries [7][8]. - Key discussions will cover trends in household energy storage, safety systems, and the development of next-generation battery technologies [8]. Golden Ding Award Overview - The Golden Ding Award is a prestigious recognition in the lithium battery industry, aimed at promoting innovation and acknowledging companies that contribute significantly to the sector [9]. - The award selection process will take place from September 1 to November 25, 2025, with the final awards ceremony scheduled for December 19, 2025 [10][11]. Participation Fees - Registration fee is set at 2,888 yuan per person, which includes access to the conference, meals, and industry white papers [12].

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference aims to summarize the past decade of the lithium battery industry and explore future development cycles, focusing on new technologies, materials, and industry ecosystems [2]. Event Background and Significance - The Qidian Lithium Battery Industry Annual Conference is a flagship event that has been held annually for nine years, attracting over 1000 participants each year from the entire lithium battery supply chain [2]. - The theme for the 2025 conference is "New Cycle, New Technology, New Ecology," which will facilitate in-depth discussions on industry trends and innovations [2]. Event Details - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Qidian Golden Ding Award Ceremony - Date: December 18-19, 2025 - Location: Venus Royal Hotel, Shenzhen - Scale: Over 1200 offline participants and 30,000 online viewers [2][3]. Highlights of the Event - The conference will feature nine specialized forums with over 60 prominent speakers discussing core issues and technological breakthroughs [4]. - The 10th Qidian Golden Ding Award will be presented, recognizing outstanding contributions to the lithium battery industry [4]. - The event will also host the 2025 China New Energy Entrepreneurs Club Council meeting, allowing direct engagement among industry leaders [4]. - More than 50 exhibitors will showcase solutions across the lithium battery and energy storage sectors [4]. Specialized Sessions and Topics - Specialized sessions will cover various topics, including applications of large cylindrical batteries, soft-pack battery technologies, and advancements in battery materials and processes [7][8]. - The agenda includes discussions on overseas market trends for household energy storage and safety standards for portable storage systems [8]. Qidian Golden Ding Award - The Golden Ding Award is an annual evaluation aimed at promoting innovation and recognizing outstanding brands in the new energy battery industry [9]. - The registration period for the 2025 awards is from September 1 to November 25, 2025 [10]. Participation Fees - The registration fee is 2888 yuan per person, which includes access to the conference, meals, and industry white papers [12].

新周期 新技术 新生态，由起点锂电、起点储能、起点研究院SPIR主办的 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究 十周年庆典、2025起点用户侧储能及电池技术论坛 将于 12月18-19日在深圳市维纳斯皇家酒店 举办。会议包含6大专场，聚焦50+热门议 题，将邀请锂电产业链1200+企业嘉宾代表齐聚，共探锂电周期新未来！ 公司荣获国家知识产权优势企业、中国专利优秀奖、广东省知识产权示范企业等荣誉，秉承"打造员工幸福、客户信赖、环境友好的百年企 业"愿景，践行"以敬畏之心精进智造技术，以利他之心共筑可持续能源生态"的使命。依托SAP数字化管理系统、MES数字化管控与精益化生产 系统、OA办公自动化系统，构建精益智造体系，推动"心向客户、知行合一、共建未来"的核心价值观落地，为全球新能源产业升级提供可靠的 技术支撑与装备保障。 主要产品： 1、全激光模切机， 利用 250W 纳秒光纤激光器的脉冲激光控制技术，结合 PSO 算法自动优化激光参数（峰值功率、重叠率等），实现高精 度切割，同时通过智能系统实时调控确保切割稳定性。 功能特点： 经组委会确认， 广东亿鑫丰智能装备股份有限公司 将作为 ...

2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下1200+，在线直播观看30000+ 倒计时17天 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/赣锋锂电/多氟多/保力新/ 远东电池/国轩吉美泰/诺达智慧/创明新能源/德赛电池/陀普科技/蓝京新能源/北测新能源/亿鑫丰/达力 智能/金力股份/苏州莫洛奇/鑫晟达/先导智能/尚太科技/超业精密/科迈罗/东唐智能/贤辰智享/爱签/中 天和/和明机械/信瑞新能源/亿纬锂能/派能科技/移族/新日股份/弘正储能/亮见钠电/易事特等 近日，福建省财政厅、科技厅下达2025年度省创新实验室建设运行补助经费。其中，宁德时代创新实验室获得建设补助经费1.26亿元、运行 补助经费0.5亿元，合计1.76亿元。 宁德时代 ...

Group 1 - The 2025 (10th) Starting Point Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, with an expected offline attendance of over 1200 and online viewership of 30,000 [2] - EVE Energy signed a 10-year supply framework agreement with Chengdu Bamo, expecting to supply approximately 127,800 tons of ultra-high nickel ternary cathode materials from 2026 to 2035 [4][5] - EVE Energy and SK On will conduct a share swap to adjust the structure of their joint battery companies in China, with the transaction expected to complete by February 28, 2026 [6] Group 2 - CATL's joint battery factory with Stellantis in Spain has officially commenced construction, with a total investment of €4.038 billion (approximately RMB 33.156 billion) and an annual capacity of 50GWh [7] - CATL signed two memorandums of understanding for energy storage projects in Japan, totaling 2.4GWh, and a supply agreement for a 1GWh energy storage system [8] - Guoxuan High-Tech established a new company with a registered capital of RMB 1 billion, focusing on battery manufacturing and sales [9] Group 3 - Chengdu Shanjun Battery Co., Ltd. was established by Geely with a registered capital of RMB 50 million, focusing on battery manufacturing and sales [10] - Chuangming New Energy's 32140 cylindrical battery production line is operating at full capacity, with an expected annual capacity of 20GWh [11][12] - LG Chem announced a breakthrough in solid-state battery technology, significantly improving performance through uniform control of solid electrolyte particle size [13] Group 4 - Longpan Technology signed a supplementary agreement to sell 1.3 million tons of lithium iron phosphate cathode materials from 2025 to 2030, with a total sales amount exceeding RMB 45 billion [15] - Fangda Carbon plans to participate in the restructuring of the Shanshan Group, leveraging its advantages in the negative electrode industry [16] - Lianyi Intelligent Manufacturing submitted a listing application to the Hong Kong Stock Exchange, with a revenue of approximately RMB 37.6 billion in the first three quarters of 2025 [17][18] Group 5 - Ganfeng Lithium's 80,000 tons lithium iron phosphate project is expected to be operational by 2026 [19] - Better Ray has completed a 7,500-ton silicon-based anode production line, with plans for further development in the silicon anode field [20] - Longpan Technology's 110,000 tons high-performance cathode material project is under construction in Shandong [21] Group 6 - Tianci Materials has broken ground on its first electrolyte factory in North America, with an investment of approximately $200 million and an annual production capacity of 200,000 tons [22] - Huazi Technology reported significant growth in lithium battery equipment orders this year [25] - Mannester noted a positive trend in the lithium battery supply chain, with a noticeable increase in new orders compared to last year [26] Group 7 - Huaguan Technology delivered a complete assembly line for large-capacity square aluminum shell cells to a national key project [27] - Delong Laser confirmed its status as a qualified supplier for CATL, providing various laser solutions for battery manufacturing [28] - A lithium battery recycling project in Jinan signed a contract for a project with an annual processing capacity of 10,000 tons [30][31] Group 8 - Xiaomi clarified rumors regarding a fire incident in its battery production line, stating it was a minor issue during equipment debugging [33] - Li Auto reported a revenue of RMB 27.4 billion for Q3 2025, with a gross margin decline to 16.3% [34] - NIO's CEO stated the company's goal for 2026 is to achieve profitability for the entire year [35]

Core Insights - The article highlights the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, emphasizing the theme "New Cycle, New Ecology, New Technology" [2] - It reports a significant increase in the shipment of lithium iron phosphate cathodes in China, reaching 2.575 million tons in the first three quarters of 2025, representing a year-on-year growth of 60.8% driven by the energy storage and power sectors [2] Industry Overview - The lithium iron phosphate cathode sector is characterized by intense competition, with a "one strong, many strong" competitive landscape, where Hunan Youneng leads significantly [3] - The top 10 companies in the lithium iron phosphate cathode market for January to September 2025 include Hunan Youneng, Wanrun New Energy, and YouShan Technology among others [5] Market Dynamics - The article outlines the global lithium battery cathode materials industry, including definitions, classifications, and a comparison of different cathode materials' performance [6] - It discusses the market scale and supply-demand dynamics, highlighting the driving factors for downstream demand such as new energy vehicles, energy storage, consumer electronics, and light electric vehicles [6]

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2][3] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new cycles in the industry, new materials, new processes, and new technological advancements [2] Event Scale and Participation - The event is expected to attract over 1200 offline participants and 30,000 online viewers, making it the largest annual gathering in the industry [4] - There will be nine specialized forums and over 60 prominent speakers discussing core topics, including technological breakthroughs and safety challenges [4] Award Ceremony - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4][9] - The award aims to encourage innovation and provide procurement references for the industry, with various categories including technology innovation awards for different battery types [9][10] Specialized Forums and Topics - The agenda includes specialized sessions on cylindrical batteries, soft-pack batteries, and new materials and processes, with discussions on topics such as fast-charging technologies and safety standards for energy storage systems [5][6][7] - Notable companies participating in discussions include Eifly Laser, New Day Co., and others, focusing on advancements in battery technology and applications [6][7] Networking Opportunities - The event will also host the 2025 China New Energy Entrepreneurs Club Council Meeting, providing opportunities for high-level networking among industry leaders [4] - A total of over 50 exhibitors will showcase solutions across the entire lithium battery supply chain, including materials, equipment, and components [4]

倒计时18天 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下1200+，在线直播观看30000+ 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/赣锋锂电/多氟多/保力新/ 远东电池/国轩吉美泰/诺达智慧/创明新能源/德赛电池/陀普科技/蓝京新能源/北测新能源/亿鑫丰/达力 智能/金力股份/苏州莫洛奇/鑫晟达/先导智能/尚太科技/超业精密/科迈罗/东唐智能/贤辰智享/爱签/中 天和/和明机械/信瑞新能源/亿纬锂能/派能科技/移族/新日股份/弘正储能/亮见钠电/易事特等 11月30日，恩捷股份（002812）披露公告称，公司拟以发行股份等方式购买青岛中科华联新材料股份有限公司（以下简称"中科华联"） 100%股权并募集配套资金。公司股票自12月1日 ...

Group 1 - The article discusses the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, scheduled for December 18-19, 2025, in Shenzhen, with an expected attendance of over 1,200 in-person participants and 30,000 online viewers [2] - The event is organized by various entities including Qidian Lithium Battery, Qidian Solid-State Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, focusing on themes of new cycles, new technologies, and new ecosystems [2] - A total of 4.12 billion RMB will be raised through capital increases involving FAW Liberation, CATL, and Telai Electric for the joint venture, Jiefang Times New Energy Technology Co., Ltd [2][3] Group 2 - FAW Liberation and CATL will each invest 1.91 billion RMB, maintaining a 47.0270% stake in the joint venture, while Telai Electric will invest 300 million RMB for a 5.9460% stake [3][4] - The joint venture, established in March 2023, has shown rapid growth, with revenues increasing from 2.36 million RMB in 2023 to 47.96 million RMB in 2024, and total assets reaching 54.25 million RMB by the end of 2024 [5] - The investment aims to enhance the financial strength of Jiefang Times, strengthen its resource connections, and improve its competitiveness in the new energy commercial vehicle sector [6]