倒计时19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/孚能科技/德赛电池/陀普科技/蓝京新能源/中比新能源/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/恩捷股份/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 等 近日，由火炬集团投资建设的"厦门高性能锂电池基地"项目进入钢结构施工阶段。 据悉，厦门高性能锂电池基地项目位于同翔高新城，总投资400亿元，是厦门聚焦新能源产业布局、推动高质量发展的重点工程。项目于今年9 月 ...

Core Viewpoint - The article discusses the strategic partnership between Jiemai Technology and ATL, focusing on the development and production of lithium battery composite current collectors, which is expected to enhance both companies' competitive positions in the lithium battery industry [7][9]. Event Information - The 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 1,200 in-person participants and 30,000 online viewers [3][19]. Partnership Details - Jiemai Technology's subsidiary, Zhejiang Rouzhen Technology, signed a cooperation framework agreement with ATL to develop composite current collectors for lithium batteries, with production capacity commitments of 1 million m² in 2025, 5 million m² in 2026, and 30 million m² in 2027 [7][9]. - ATL, with a registered capital of $159.2 million, is a leading player in the lithium battery sector, focusing on R&D, production, and sales, particularly in soft-pack and digital lithium batteries [8]. Impact Analysis - The partnership is expected to significantly enhance the product competitiveness of both Jiemai Technology and Rouzhen Technology, leveraging their respective technological and resource advantages [9]. - The agreement is seen as a strategic move to boost the commercialization capabilities and market share of Rouzhen Technology's composite current collector products in mainstream lithium battery applications [9]. Production Capacity Expansion - Jiemai Technology plans to expand production lines for composite aluminum and copper foils in 2025, with a total of 11 customer agreements signed and a year-on-year order increase of over 40% [10].

Core Viewpoint - The article highlights the recent developments and strategic partnerships of EVE Energy, indicating a positive outlook for the company's growth in the energy storage and battery sectors, particularly in Europe and with major automotive clients [5][15]. Group 1: Recent Projects and Partnerships - EVE Energy has signed a three-year cooperation agreement with Vimab BESS AB for a 1.48GWh energy storage project in Spain, enhancing its influence in the European energy storage market [7]. - A supply framework agreement was established with Huayou Cobalt for the supply of 127,800 tons of high-nickel ternary cathode materials from 2026 to 2035, supporting EVE's production of cylindrical batteries for European automakers [9]. - EVE Energy partnered with Huabao New Energy to accelerate the application of solid-state battery technology in consumer energy storage [10]. - A procurement agreement was signed with Smoore International for battery cells starting January 1, 2026, indicating a stable partnership and ongoing sales growth [11]. Group 2: Financial Performance - In the first three quarters, EVE Energy reported revenue of approximately 45 billion yuan, a year-on-year increase of about 32%, while net profit was around 2.8 billion yuan, down approximately 11.7% [13]. - The third quarter showed a significant turnaround with revenue of 16.83 billion yuan, a year-on-year growth of 35.85%, and net profit of 1.21 billion yuan, up 15.13% [13]. - The company is focusing on both energy storage and cylindrical battery sectors, with a notable increase in production capacity and demand for its products [14][15].

Core Insights - The automotive parts industry is experiencing growth driven by increased production capacity, but it also faces intensified market competition and rising demand for new energy components [3]. Group 1: Industry Overview - The global automotive production is expected to reach approximately 92.5 million units by 2024, with a composition of 10,000 to 25,000 independent components [1]. - The automotive parts manufacturing involves various materials and shapes, each requiring unique production processes and strict standards to ensure the operational quality of automotive systems [4]. Group 2: Challenges in Production - Traditional production processes encounter challenges such as low efficiency in the material handling stages, high quality and precision requirements in loading and assembly, and high costs associated with customized tooling for multi-specification workpieces [4]. Group 3: Technological Solutions - The implementation of a binocular structured light stereo camera, combined with a self-developed RP robot guiding platform, offers flexible automated material handling solutions [6]. - High-precision structured light stereo cameras ensure accurate positioning guidance during assembly, enabling efficient, high-quality, and flexible management, thereby providing reliable support for product quality [6].

Group 1 - The article discusses the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, highlighting the event's theme of "New Cycle, New Technology, New Ecology" and its expected attendance of over 1,200 in-person participants and 30,000 online viewers [4][28]. - Two major lawsuits involving Dragonzhou Co., Ltd. and its subsidiary Dongguan Zhongqi Hongyuan Automobile Co., Ltd. have emerged due to battery failures, with claims exceeding 430 million yuan (approximately 62 million USD) [6][9]. - The lawsuits stem from contracts signed in 2018 for the purchase of electric buses equipped with manganese lithium batteries, which began experiencing failures starting in 2021, leading to significant operational disruptions [7][8]. Group 2 - The lawsuits involve a total of 672 electric buses, with Dongguan Bus and Dongguan City Bus claiming damages of approximately 205 million yuan (about 29 million USD) and 226 million yuan (around 32 million USD) respectively [8][9]. - The battery systems in question were produced by Weihong Power Systems, which is now facing potential claims exceeding 400 million yuan (around 57 million USD) from Dragonzhou Co., Ltd. for the associated repair and compensation costs [11][18]. - Additionally, another lawsuit involving 166 buses from Dongguan Binhai Bay Public Transport Co., Ltd. has been filed against Zhongqi Hongyuan, with a claim amounting to 123 million yuan (approximately 17 million USD) [14][16]. Group 3 - Zhongqi Hongyuan, established in 2013, is the only automotive manufacturer in Dongguan with both traditional and new energy vehicle production qualifications, but it has faced operational challenges leading to temporary shutdowns [15][16]. - Weihong Power, a key player in the soft-pack battery market, has seen its market share decline due to the rise of lithium iron phosphate batteries, which have become the mainstream choice for power and energy storage applications [20][22]. - Despite not ranking in the top 15 for cumulative installed capacity, Weihong Power's products are still competitive, with a focus on differentiated battery solutions for various applications [21][22].

Group 1 - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony will be held on December 18-19 in Shenzhen, focusing on over 50 hot topics in the lithium battery industry [2] - Dongguan Chaoye Precision Equipment Co., Ltd. will be a key sponsor of the event, supporting the conference and promoting industry exchanges [2] - Chaoye Precision specializes in the research, design, manufacturing, sales, and service of automation production lines for lithium batteries, providing high-quality production equipment and one-stop automation solutions [2][3] Group 2 - The company has a strong market presence with high market shares in its star products, such as the stacking machine and liquid injection machine, and maintains stable partnerships with leading clients like CATL and Guoxuan High-Tech [3] - Chaoye Precision has received multiple awards for quality and collaboration from its clients, including "Best Supplier" and "Outstanding Quality Award" [3] - The company actively collaborates with universities and research institutions to integrate resources for research and development in lithium battery equipment manufacturing [3] Group 3 - The company's products, including fully automatic cell ear welding machines and automatic liquid injection machines, have been recognized as high-tech products in Guangdong Province [4] - The large-size ear welding machine features a 25% increase in output per unit area compared to traditional rotary models, with a 40% reduction in footprint and a 30% decrease in overall costs [4] - The machine's efficiency is enhanced through flexible control and high-precision camera data collection, allowing for real-time monitoring and interaction with MES systems [4]

Group 1 - The article discusses the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, highlighting the theme "New Cycle, New Ecology, New Technology" [2] - The event is scheduled for December 18-19, 2025, at the Venus Hall of the Venus Royal Hotel in Shenzhen, with an expected attendance of over 1,200 in-person participants and 30,000 online viewers [2] - The conference is organized by Qidian Lithium Battery and its affiliated entities, marking the 10th anniversary of Qidian Research [2] Group 2 - CATL's battery system capacity utilization reached 89.86% in the first half of 2025, with some production lines operating at 110% capacity, indicating a strong demand that exceeds supply [3] - In response to market demand, CATL has initiated a major expansion strategy since 2025 [4] - A new project, the LY9, has been signed for construction in Liyang, Jiangsu, with an annual production capacity of 60GWh and a total investment of up to 10 billion yuan [5] Group 3 - CATL has been continuously expanding its production capacity in Liyang since its establishment in 2016, with significant investments totaling over 40 billion yuan across multiple projects [14] - The company plans to achieve a total production capacity of over 1TWh by 2026, with approximately 700GWh in China and 300GWh overseas [15] - The LY7 project, which is part of CATL's expansion, has achieved rapid construction and is expected to produce 30GWh annually [12]

Core Viewpoint - The article discusses the ongoing power struggle within the Shanshan Group following the departure of its founder, Zheng Yonggang, and highlights the involvement of external forces, particularly the Fangda Group, in the restructuring efforts of Shanshan Group [3][10]. Group 1: Shanshan Group's History and Transformation - Shanshan Group was founded in 1989 by Zheng Yonggang, initially starting in the clothing industry before diversifying into lithium battery materials [5][6]. - The company made a significant move in 1997 by investing 80 million yuan to industrialize lithium battery anode materials, marking its first transformation [5]. - In 2001, Shanshan's lithium battery materials project commenced production, ending Japan's monopoly on China's lithium battery anode materials [6]. - The launch of the first-generation iPhone in 2007 led to a surge in lithium battery demand, benefiting Shanshan's profitability [7]. - In 2018, Shanshan split its clothing business and listed under the "Shanshan Brand" on the Hong Kong Stock Exchange, officially transitioning to a high-tech enterprise [7][8]. Group 2: Recent Developments and Restructuring Efforts - Following Zheng Yonggang's departure in early 2023, his son Zheng Ju took over as chairman, while Zheng Yonggang's widow, Zhou Ting, engaged in a power struggle [8]. - The company faced significant profit declines amid industry challenges, leading to a restructuring application on January 27, 2023, and a court ruling for substantial merger restructuring on March 20, 2023 [8]. - A failed investment plan occurred on October 21, 2023, when a creditor meeting voted against a restructuring proposal due to a lawsuit from a company called Simico [8]. Group 3: Fangda Group's Involvement - Fangda Carbon, a subsidiary of the Fangda Group, announced its participation in the restructuring of Shanshan Group, aiming to leverage its strengths in technology, capital, and channels [10][11]. - Fangda Group's chairman, Fang Wei, is recognized as the richest person in Liaoning with a wealth of 52.5 billion yuan, indicating strong financial backing for the restructuring efforts [10]. - The article notes that Fangda Carbon's recent financial performance has been under pressure, making the partnership with Shanshan a strategic move for both parties [11].

Core Viewpoint - The company has successfully achieved full production and sales of its 32140 lithium iron phosphate cylindrical batteries, driven by global energy transition trends and strong market demand, particularly in the electric two-wheeler and home energy storage sectors [2][14]. Group 1: Production Capacity and Technological Advancements - The Mianyang production base covers 900 acres with a total output value of 12 billion. It has two production lines focusing on the 32 and 46 series cylindrical battery products, with the 32140 model having commenced mass delivery in January [4]. - The first phase of the project will enhance annual production capacity to 20 GWh. The base has partnered with Siemens to create a digital factory, achieving 100% automation and a product yield rate of 99.5% [4][3]. Group 2: Market Positioning and Product Features - The company’s 32140 cylindrical battery emphasizes cost-performance ratio, aligning with the industry's value orientation. It features a 90% reduction in internal resistance, uniform heat dissipation, zero expansion, and high safety standards, with a lifespan exceeding ten years [10][12]. - The battery can withstand high temperatures, achieving 2500 cycles at 45°C, and has a large capacity of 15,000 mAh, ensuring long-term stable operation under normal use [11]. Group 3: Market Demand and Sales Performance - The demand for energy storage and power batteries remains robust, with the company’s production lines operating at full capacity and a saturated order book both domestically and internationally. The products have been exported to markets in the Middle East, India, and Europe [15][14]. - The company is well-positioned in the market, having gained recognition from mainstream enterprises due to its high safety and long cycle life advantages [15]. Group 4: Future Strategies and Innovations - The company aims to establish a "zero-carbon factory" to lower manufacturing costs by 20% compared to traditional square shell batteries, enhancing its international competitiveness [18]. - Future plans include expanding production capacity with a new 4 GWh line in Yantai, which will be adaptable to various high-performance battery demands [20][21].

Core Viewpoint - The article highlights the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, emphasizing the theme of "New Cycle, New Technology, New Ecology" and the significance of the event for the lithium battery sector [2]. Event Details - The event will take place on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 1,200 participants offline and more than 30,000 viewers online [2]. - The event is organized by various entities including 起点锂电 (Qidian Lithium), 起点固态电池 (Qidian Solid-State Battery), and 起点储能 (Qidian Energy Storage) [2]. Industry Engagement - A meeting organized by the Ministry of Industry and Information Technology was held on November 28, where 12 key battery and material companies, including 宁德时代 (CATL), 比亚迪 (BYD), and 亿纬锂能 (EVE Energy), discussed industry challenges and provided feedback on the current state of the battery sector [3]. - The meeting focused on production operations, technology research and development, market competition, and intellectual property protection [3]. Sponsorship and Participation - The first batch of sponsors and speakers for the event includes notable companies such as 海辰储能 (Haitian Energy Storage), 融捷能源 (Rongjie Energy), and 赣锋锂电 (Ganfeng Lithium) [2]. - The event aims to foster collaboration and innovation within the lithium battery industry, showcasing advancements and addressing challenges faced by companies [2][3].