Core Viewpoint - The article highlights the upcoming 2025 Fifth Electric Two-Wheeler Battery Swap Conference and the growth potential of the 32140 cylindrical lithium battery market, driven by increasing demand in outdoor activities, instant delivery services, and advancements in battery technology [2][6]. Group 1: Event Details - The event theme is "Swap City, Smart Two-Wheelers" and will take place on July 11, 2025, at the Shenzhen Baoan DENGXILU International Hotel [2]. - The event is organized by Qidian Lithium Battery, Qidian Sodium Battery, Qidian Two-Wheelers, and Battery Swap [2]. - Numerous sponsors and partners are involved, including major companies like Yadi Technology Group, New Day Co., and others [2]. Group 2: Market Statistics - In 2024, the shipment volume of 32140 cylindrical lithium batteries is expected to reach approximately 150 million units (7.19 GWh), representing a year-on-year growth of 15.7% [2]. - In Q1 2025, the shipment volume is projected to be 42 million units, with an anticipated total shipment of 188 million units (9.0 GWh) for the entire year [2]. - By 2030, the shipment volume of 32140 cylindrical lithium batteries in China is expected to reach 363 million units (17.4 GWh), indicating a promising future for the market [2]. Group 3: Growth Drivers - The growth of the 32140 cylindrical lithium battery market is attributed to the increasing popularity of outdoor activities and the rising demand for portable energy storage solutions [2]. - The expansion of the instant delivery market is expected to enhance the penetration rate of battery swapping for two and three-wheelers, which require high-capacity batteries [2]. - Technological advancements and decreasing prices of lithium batteries are likely to lead to a gradual replacement of lead-acid batteries, providing a larger market space for 32140 batteries [2]. Group 4: Industry Structure - The 32140 cylindrical lithium battery industry is relatively mature with a high market concentration [6]. - The first tier of companies includes EVE Energy, Guoxuan High-Tech, and CATL, which together account for 55.0% of the market share in Q1 2025 [6]. - The second tier consists of companies like Chuangming New Energy, Baoli New Energy, and others [6].

Group 1 - The event theme is "Battery Swapping City, Smart Two-Wheelers," focusing on the development of battery swapping technology for electric two-wheelers [2] - The event will take place on July 11, 2025, at the International Hall of the Dingshi Road International Hotel in Shenzhen [8] - The event is sponsored by various companies, including Xiaohai Battery Swapping, Yadi Technology Group, and others, indicating strong industry interest and collaboration [2] Group 2 - The Lanzhou New Area has signed a project for a new energy battery production base with an estimated total investment of 9 billion yuan, aiming for an annual production capacity of 30GWh [3] - Guokai Energy, established in August 2022, is rapidly expanding its production capacity across multiple locations, with a total planned capacity exceeding 90GWh and an investment of approximately 34 billion yuan [5] - The company has a comprehensive product solution capability, including high-capacity lithium iron phosphate batteries and integrated energy storage systems, which are designed for various applications [7] Group 3 - Guokai Energy's projects include a 10GWh energy storage battery manufacturing base in Anqing, with an expected annual output value exceeding 10 billion yuan upon full production [6] - The company has successfully delivered its first batch of battery cells to an international energy storage giant, marking a significant step in its domestic and international market development [9] - The energy storage industry is undergoing a transformation, with a need for companies to balance production with market demand and innovate to remain competitive [10]

Group 1 - The event "2025 Fifth Electric Two-Wheeler Battery Swap Conference" will take place on July 11, 2025, in Shenzhen, focusing on the theme "Swap City, Smart Two-Wheelers" [2] - The Hong Kong Stock Exchange has become a significant platform for domestic lithium battery companies to connect with international capital, with notable companies like BYD and CATL successfully listing [2][3] - EVE Energy announced its IPO in June 2023 to support overseas factory construction and global capacity layout [3] Group 2 - Star Materials, a leading separator manufacturer, submitted its application for H-share listing on July 7, 2025, aiming to expand its overseas network with significant investments in Malaysia and the USA [3][4] - Tianqi Materials, a top electrolyte producer, also announced its plan for H-share listing on July 7, 2025, to further its global strategy [4] - Tianqi Materials reported a sales volume of over 500,000 tons of electrolyte in 2024, marking a 26% increase from 2023, maintaining its position as the global sales leader for nine consecutive years [5] Group 3 - Tianqi Materials is actively expanding its domestic and international markets, including a recent investment agreement in Morocco to build an integrated production base for electrolyte and raw materials [6] - The ongoing legal dispute between Tianqi Materials and Yongtai Technology involves claims exceeding 900 million yuan, highlighting the prevalence of litigation in the lithium battery sector [7][8] - The industry is expected to see continued patent disputes as global competition intensifies, emphasizing the need for companies to strengthen their R&D capabilities [8]

Event Overview - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 11, 2025, at the Shenzhen Baon International Hotel [1][3] - The event aims to focus on the theme "Swap City, Smart Two-Wheelers" and will gather over 600 industry leaders and 300+ key enterprises in the two-wheeled vehicle battery swap and battery sector [2][3] Key Themes and Discussions - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," highlighting leading brands in battery swap operations, lithium batteries, sodium batteries, and related technologies [2][4] - Discussions will cover cutting-edge technologies such as high-rate, ultra-fast charging, new materials, and new processes, fostering deep exploration and thought exchange [2][4] Market Growth and Trends - The two-wheeled vehicle battery swap market is experiencing rapid growth, driven by policy support, demand for instant delivery, and technological upgrades [2] - The Shenzhen Battery Swap City Plan is accelerating, aiming to create a model for urban battery swapping and leading the national two-wheeled vehicle battery swap industry into a high-quality development phase [2] Challenges and Innovations - The industry faces challenges such as battery safety, market penetration, and cost optimization, which need urgent solutions [2] - Companies are accelerating the development of high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products, with AI technology driving innovations in new battery technologies and processes [2][5] Awards and Recognition - The event will also host the "2025 China Two-Wheeled Vehicle Battery Swap Operator Leadership Brand" awards, recognizing excellence in various categories including battery technology and battery management systems (BMS) [4][5] Participation and Networking - The conference will provide a platform for networking among industry leaders, with discussions led by executives from major companies such as Yadi Technology Group, Dudu Battery Swap, and others [4][5][6]

倒计时4天 2025第五届起点两轮车换电大会 暨轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 小哈换电/ 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新 能源/多氟多/博力威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科 动力/小安科技/先导智能/鑫晟达/精锐精密等 7 月 1 日，美国国会通过的 《大而美法案》（ OBBB ） 以微弱优势生效，标志着美国能源政策发生重大转向。 其核心内容在于，提前终止 IRA 下的部分关键清洁能源补贴，并大幅收紧对"受关注外国实体"（ Foreign Entity of Concern, 简称 FEOC ）的限制 。这种政策的快速更迭，不仅正在重塑美国本土新能源产业格局，也将对全球，特别是中国的新能源供应链产生深远影响 。 01 对美锂电池出口 ...

Core Viewpoint - The article highlights the upcoming 2025 Fifth Annual Qidian Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, emphasizing the importance of battery swap technology and its applications in the electric two-wheeler industry [6]. Group 1: Event Details - The conference will take place on July 11, 2025, in Shenzhen [6]. - Various industry leaders and companies, including Xiaohahuan, Sima Energy, and Yadi Technology Group, are confirmed to attend and present on topics related to battery swap trends and applications [6]. Group 2: Key Presentations - Yadi Technology Group will discuss the trends and applications of battery swap vehicles [6]. - New Day Co., Ltd. will present on the application and future development of lithium and sodium batteries in the motorcycle industry [6]. - Multiple companies, such as Baoli New Energy and Xingheng Power, will share insights on innovative battery technologies and safety solutions for electric two-wheelers [6]. Group 3: Supporting Organizations - Several organizations, including Times Rui Xiang and Noda Wisdom, are key supporters of the conference, indicating strong industry backing for the event [6].

Group 1: Event Overview - The fifth "Starting Point Two-Wheeled Vehicle Battery Swap Conference" and "Lightweight Power Battery Technology Summit Forum" will be held on July 11, 2025, in Shenzhen [2] - The event is organized by Starting Point Lithium Battery, Starting Point Sodium Battery, and Starting Point Two-Wheeled Vehicles and Battery Swap [2] - Various companies, including Xiaohahuan, Yadi Technology Group, and others, are sponsoring and participating in the event [2] Group 2: LG Energy Solution Performance - LG Energy Solution expects to achieve an operating profit of 4.922 trillion KRW in Q2 2023, a 152% increase from 1.953 trillion KRW in the same period last year [3] - The increase in profit is attributed to higher shipments to clients such as Hyundai, Kia, and General Motors, as well as the mass production of lithium iron phosphate (LFP) batteries in Michigan [3][4] - LG Energy Solution plans to focus on higher-margin electric vehicle sales and cost reduction strategies [4] Group 3: Market Dynamics - In the global power battery installation from January to May, Chinese companies' market share rose to 68.4%, while the market share of major Japanese and Korean companies, including LG Energy Solution, declined [4] - LG Energy Solution's market share decreased by 2.1%, indicating increased competition from Chinese firms [4] - The company is optimistic about its cylindrical battery technology, which has gained interest from international automakers, including Tesla [4] Group 4: Production Capacity and Strategic Initiatives - LG Energy Solution's LFP battery factory in Michigan has commenced production, with an initial capacity of 16.5 GWh for energy storage batteries and 5 GWh for electric vehicle batteries, totaling 21.5 GWh [5] - The North American energy storage market is expected to grow, which will enhance LG Energy Solution's sales and performance [5] - The company is also expanding its battery recycling initiatives, including a joint venture with Toyota in the U.S. aimed at processing 13,500 tons of waste annually [6][7]

倒计时4天 2025第五届起点两轮车换电大会 暨轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 小哈换电/ 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新 能源/多氟多/博力威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科 动力/小安科技/先导智能/鑫晟达/精锐精密等 近年来，为抢占锂电产业高地，江西省依托 上游锂资源优势，积极向下游拓展延伸，形成了以宜春、新余、赣州三大锂电产业集群为主， 南昌、上饶、萍乡、抚州等特色锂电产业集聚区共同发展的产业格局。 比如上饶市，基于政策和资源优势，在 新能源汽车产业方面，已 引进了发动机、电池、电机、电控4类核心零部件以及70多家汽车零部件配 套企业。 为了完善新能源产业链，目前 上饶市还在积极布局上游材料、充电设施以及锂电回收等后市场， 加强 ...

活动赞助/演讲/合作单位： 小哈换电/ 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新 能源/多氟多/博力威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科 动力/小安科技/先导智能/鑫晟达/精锐精密等 倒计时4天 2025第五届起点两轮车换电大会 暨轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 进入 7 月， 2 家锂电电解液企业就 " 技术侵权 " 一事对簿公堂，引起广泛关注。 7 月 2 日晚间，天赐材料公告称，全资子公司九江天赐作为原告，就商业秘密侵权纠纷案件向江西省高级人民法院提起民事诉讼，涉案被告为 另一上市公司永太科技、九江天赐前员工等 12 名相关方。 指控其侵犯商业秘密侵权纠纷，请求法院判令被告销毁年产 13.4 万吨液体锂盐产业化项目中利用原告技术秘密建设的生产产线设备及生产工艺 资料， ...

Core Viewpoint - The article highlights the upcoming 2025 Fifth Electric Two-Wheeler Battery Swap Conference and Lightweight Power Battery Technology Summit, emphasizing the importance of battery swap technology and innovations in the electric two-wheeler industry [6]. Group 1: Event Details - The conference will take place on July 11, 2025, in Shenzhen, focusing on battery swap technology for electric two-wheelers [6]. - Various industry leaders and companies, including Xiaohahuan, Yadi Technology Group, and others, are confirmed to attend and present on topics related to battery technology and market trends [6]. Group 2: Key Presentations - Yadi Technology Group will discuss trends and applications of battery swap vehicles [6]. - New Day Co., Ltd. will present on the application and future development of lithium and sodium batteries in the motorcycle industry [6]. - Other companies like Baoli New Energy and Chuangming New Energy will share insights on innovative battery solutions and applications in the electric two-wheeler sector [6]. Group 3: Supporting Organizations - Several organizations, including Times Ruixiang and Noda Wisdom, are key supporters of the conference, indicating strong industry backing for the event [6].