Core Viewpoint - The article discusses the challenges and advancements in the commercialization of solid-state batteries, particularly focusing on polymer-based solid-state batteries as a more viable option compared to inorganic solid-state batteries [36][38]. Group 1: Current Challenges in Solid-State Battery Development - The Chinese Ministry of Science and Technology and the Ministry of Industry and Information Technology established a 6 billion yuan fund to accelerate solid-state battery technology, but sample submission has been delayed and testing results are not promising [2]. - Key issues identified include safety concerns where some solid-state batteries perform worse than high-end liquid lithium batteries [3], engineering pressures due to the need for high pressure to maintain solid-solid interface contact [4], and cost-performance imbalance where energy density improvements are minimal compared to significantly higher costs [5]. Group 2: Advantages of Polymer-Based Solid-State Batteries - Polymer-based solid-state batteries have shown significant improvements in ion conductivity, with room temperature ion conductivity now exceeding 10⁻³ S·cm⁻¹ [12]. - The electrochemical stability window has been effectively expanded, allowing compatibility with high-voltage cathodes, with advanced polymer systems achieving stability beyond 5V [13]. - The unique interface adaptability of polymer electrolytes allows for stable operation without the need for external high pressure, significantly reducing interface resistance compared to inorganic solid-state electrolytes [17]. - Polymer electrolytes are highly compatible with existing lithium-ion battery production processes, requiring minimal modifications and thus lowering capital investment risks [19]. - Over 90% of the raw materials for polymer systems can be sourced from existing chemical supply chains, avoiding reliance on scarce strategic metals, which supports rapid and cost-effective large-scale production [22]. Group 3: Systemic Challenges of Inorganic Solid-State Electrolytes - Inorganic solid-state electrolytes face severe challenges, including the need for revolutionary manufacturing processes and high production costs, with sulfide electrolytes costing approximately 50 times more than polymer systems [26][29]. - The supply chain for inorganic materials is still in its infancy, requiring extensive development time that does not align with the fast-paced industry [27]. - Inherent safety risks associated with inorganic electrolytes, such as thermal instability and brittleness, pose significant barriers to their commercialization [30][33]. Group 4: Commercialization Pathways - The commercialization pathway for polymer systems is characterized by gradual improvements that align well with existing industry ecosystems, facilitating smooth upgrades [34]. - In contrast, inorganic systems require a complete overhaul of infrastructure and supply chains, leading to higher capital investments and longer timelines for market readiness [38]. - Polymer-based solid-state batteries are projected to achieve large-scale commercial application by 2026, providing a reliable technological foundation for the transition to electric vehicles and energy transformation [37].

Core Viewpoint - The collaboration between CATL and NIO has been renewed for another five years, focusing on technology, ecology, and market development in the battery swapping sector [2][3]. Group 1: Technical Collaboration - The partnership aims to jointly develop long-life batteries and battery swapping adaptation technologies [2]. - NIO's requirement for long-life batteries is a lifespan of 15 years, with a health status of no less than 85% at the end of life [3]. Group 2: Ecological and Market Development - The two companies will work together to establish battery swapping technology standards and share network resources, enhancing battery leasing collaboration [2]. - They plan to strengthen brand promotion both domestically and internationally to increase market share [2]. Group 3: Strategic Importance - NIO's focus on long-life batteries is driven by the need to reduce battery replacement costs, which are expected to peak between 2025 and 2032 [4]. - The collaboration is seen as a strategic move to create the world's largest battery swapping network, with a unified battery standard [5]. Group 4: Financial and Operational Synergies - NIO's partnership with CATL is crucial for alleviating financial pressures, as CATL's investment can support NIO's rapid expansion of battery swapping stations [5]. - The dual-network model for battery swapping is expected to enhance user experience and operational efficiency [5][6].

一、 展会论坛组织架构 展会 活动 名称： CINE2026（第三届）固态电池及钠电国际展 同期活动： CINE2026（第三届）固态电池及钠电国际展 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 搭建时间： 2026年11月4日-5日 2026起点固态电池年会暨固态电池金鼎奖颁奖典礼 2026起点钠电行业年会暨钠电金鼎奖颁奖典礼 主办单位： 起点固态电池 起点钠电 起点研究 活动规模： 展会时间： 2026年11月6日-7日 （周五、周六） 举办地点： 广州南沙国际会展中心 2楼船厅、广州厅和南沙厅 二、 展会及论坛议程 | 日期 | 具体时间 | 地点 | 具体活动名称 | | --- | --- | --- | --- | | 2026 年 11月6日-7日 | 9:00-17:00 | 广州南沙国际会展中心 2 楼船厅及广州 厅 | CINE2026(第三届)钠电及固态电池国际展 | | 2026 年 11 月 6 日-7 日 | 9:00-18:30 | 广州南沙国际会展中心二楼南沙 AB 厅 | 2026 起点钠电行业年会暨钠电金鼎奖颁奖 典礼 | | 2026 年 11 ...

2024年，锂电产能过剩情绪下，价格战尤为激烈，产业链大部分企业面临业绩下滑压力。其中鹏辉能源出现上市以来首次亏损 。 但到了 2025年第三季度，鹏辉能源业绩暴涨。前三季度实现营业收入75.81亿元，同比增长34.23%；归母净利润实现扭亏1.15亿元，同比 增长89.33%。三季度单季营收约32.8亿元，同比增长约75%； 净利润约 2亿元，同比暴增约977%。 业绩上修的背后得益于储能市场的突破， 鹏辉能源近期表示，公司海外大储订单较往年有较大增量变化。 目前大储产品基本满产，主要产品 排产预计到明年上半年。 据 起点研究院SPIR发布的《2026全球储能行业白皮书》报告显示， 2025年预计储能电池出货量637GWh，同比增长77.93%。其中在 中 国储能电芯出货量TOP20企业中， 鹏辉能源位列行业第九，增长可期。 | | 2025年 | | 中国储能电芯top20 | | | | --- | --- | --- | --- | --- | --- | | 1 | 宁德时代 | | 11 | 赣锋锂电 | | | 2 | 亿纬锂能 | | 12 | 中天储能 | | | 3 | 無理信託 | FI ...

Core Viewpoint - The lithium battery expansion trend will continue for a long time, with multiple upstream material projects ramping up production around the New Year [3]. Group 1: Positive and Negative Electrode Materials / Electrolyte Projects - Yichang Bangpu's 450,000-ton lithium iron phosphate project was launched on December 29, with a total investment of 5.6 billion yuan, featuring the fourth-generation lithium iron phosphate technology and the largest single production line capacity in China [6]. - Zhongwei Co. initiated a phosphate mine project in Guizhou on December 31, with an annual capacity of 2.8 million tons and a 10-year validity period, focusing on resource layout in the next three years [7]. - Longpan Technology announced a 240,000-ton high-pressure lithium iron phosphate project in Jiangsu, with a planned investment of 2 billion yuan, set to start construction in Q1 and begin production in Q3 [8]. - Zhongkuang Resources' 30,000-ton lithium salt technical transformation project has completed trial operation, with an investment of 121 million yuan aimed at improving lithium recovery rates and reducing production costs [9]. - Fulin Precision's subsidiary plans to invest approximately 6 billion yuan in a 500,000-ton lithium iron phosphate project in Inner Mongolia, with additional projects for precursor materials [11]. - Tian Nuo Ju Neng's silicon-based negative electrode material project was launched on December 28, focusing on high-performance pre-lithium silicon oxide materials [13]. - Fujian Zhong Carbon's 20,000-ton negative electrode coating material project is in the equipment installation phase, with a total investment of 260 million yuan [14]. - Tianmu Xiandao's silane gas project for silicon-carbon negative electrodes has completed registration, with a planned investment of 500 million yuan [15]. - Shanghai Keyun's 10,000-ton porous carbon project has been signed, with an expected output value of no less than 1 billion yuan [16]. Group 2: Electrolyte Projects - Sinochem announced two overseas projects in Poland and Saudi Arabia on December 31, with investments of 200 million yuan and 260 million USD, respectively, to expand production capacity [18]. - Despite multiple projects being launched, some projects are slowing down, such as Longpan Technology's planned production reduction of 5,000 tons for maintenance [18]. - The industry is focusing on balancing production capacity expansion with maintaining product profitability, as companies aim to improve quality and performance while managing costs [19][20]. Group 3: Battery Factory Expansion and Material Demand - The expansion of battery factories is driven by the explosive demand for energy storage, with expectations of stable growth in both power and energy storage batteries before 2030 [22]. - Major battery manufacturers are actively seeking new collaborations and releasing production capacity, leading to increased demand for high-quality materials [22]. - The competitive landscape among top battery manufacturers is intensifying, with a focus on technological iterations and resource binding with upstream suppliers [23]. - The expansion of positive electrode materials is expected to trigger a wave of production increases across the supply chain, including negative materials, separators, and electrolytes [24].

Global Energy Storage Battery Shipment Analysis and Forecast - The report from Qidian Research Institute SPIR indicates that global energy storage battery shipments are projected to reach 358 GWh in 2024 and 637 GWh in 2025, representing a year-on-year growth of 77.93%. By 2030, shipments are expected to reach 2380 GWh. The main drivers for this growth include the transition in the global energy structure towards renewable energy sources like solar and wind, which increases the demand for energy storage batteries [2][3] - The demand for energy storage on the grid side is also expected to grow rapidly due to the increasing need for stability and flexibility in power systems, especially with the large-scale integration of renewable energy sources. Grid-side storage can effectively balance power supply and demand fluctuations, enhancing system stability [2] Market Concentration and Competitive Landscape - By 2025, the concentration ratio (CR6) of the energy storage cell industry is expected to reach around 50%, indicating a highly concentrated competitive landscape characterized by "one strong player and many strong challengers" along with emerging dark horses. CATL remains the leader, while companies like Chuangneng New Energy have rapidly entered the top five within four years [6] - Lithium iron phosphate (LFP) has become the dominant choice for energy storage cells, holding over 90% of the global market share. The ability to innovate in storage technology and control costs has become a significant competitive barrier for leading companies. The industry is anticipated to undergo a deep reshuffling period in the next two years, where technological innovation and scale advantages will be crucial for companies aiming to emerge as dark horses [8] Top 20 Energy Storage Battery Suppliers in China for 2025 - According to Qidian Research Institute SPIR, the top 20 energy storage cell suppliers in China for 2025 include CATL, EVE Energy, Chuangneng New Energy, Zhongchuang Innovation, Ruipu Lanjun, BYD, Guoxuan High-Tech, Penghui Energy, Rongjie Energy, Ganfeng Lithium, Zhongtian Energy, Xinwanda, Desay Battery, Haishida, Lishen Battery, Trina Storage, Kunyu Power, Nandu Power, Dufeng New Energy, and Xinneng An [9]

Core Viewpoint - The first GWh-level power and energy storage battery super factory in Russia has officially commenced production, built by Rosatom, a well-known nuclear energy development company in Russia [2]. Group 1 - The factory is located in the Neman district of Kaliningrad and has a planned total capacity of 4 GWh, equivalent to approximately 1.5 million charging modules or power batteries for tens of thousands of electric vehicles [2]. - The factory is designed not only for transportation but also for broader applications, including energy storage, logistics, and industrial equipment [2]. - Rosatom's CEO, Alexey Likhachev, described the battery factory as a breakthrough achievement, emphasizing that energy storage systems are foundational for numerous industries [2]. Group 2 - The factory is a complete battery production cycle facility, covering everything from battery chemical materials to finished batteries and components [3].

2 起点锂电 \ 2 起点固态电池 先手检修减产，后手扩建产能， 龙蟠科技又要新建产能！ 1月4日龙蟠科技发布公告称，公司控股子公司常州锂源新能源科技有限公司拟与江苏省金坛华罗庚高新技术产业开发区管理委员会签署合作 协议，投资建设高性能锂电池正极材料项目。 项目计划总投资不超过20亿元，资金来源为公司自有资金或自筹资金。 项目分为两期实施，其中一期计划建设12万吨，预计建设周期为9个月。项目产品主要为磷酸铁锂，公司承诺项目于2026年一季度启动建 设，2026年三季度竣工投产，一期项目建成后产能不低于12万吨/年。 往 期 回 顾 | 01 | ｜ 全球第二递表港交所！斩获储能订单超69GWh | | --- | --- | | 02 | ｜ 20.8亿元！盛新锂能全资控股木绒锂矿 | | 03 | ｜ 央视聚焦！新能安"雪豹电池"已量产交付数十万套 | | 04 | ｜ 2026起点锂电两轮车换电大会暨轻型动力电池鲁班奖颁奖典礼定档2026年4月深圳 | | | 举办！ | 起点锂电&固态年度计划表 01月~02月 2026起点锂电&固态电池全国行 04月10日 2026 (第6届)起点锂电两轮车换电大会 ...

Core Viewpoint - The 2026 China Two-Wheeled Vehicle Battery Swap and Lightweight Power Battery "Luban Award" aims to encourage innovation in battery swap technology and battery materials, recognizing companies that have made significant contributions in these areas [2]. Group 1: Award Selection Background - The Luban Award is a collaborative initiative involving over 100 industry experts, entrepreneurs, research institutions, and media to promote advancements in the two-wheeled vehicle battery swap and battery industry [2]. - Companies participating in the award must demonstrate technological innovation or significant advancements in the battery swap and battery industry, submitting relevant patent proofs and descriptions of their innovations [2]. Group 2: Award Selection Process - The selection process includes self-nomination by companies, recommendations from Qidian Lithium Battery and Qidian Two-Wheeled Vehicles, candidate material review, committee voting, announcement of results, and an award ceremony [2]. - The timeline for the award includes registration from January 1, 2026, to March 20, 2026, expert review from March 21, 2026, to March 31, 2027, and the award ceremony on April 10, 2026, during the Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference [3]. Group 3: Award Categories - The award categories include: - Most Influential Brand for Two-Wheeled Vehicle Operators in 2026 - Most Influential Brand for Rider-Specific Electric Two-Wheeled Vehicles in 2026 - Best Technological Innovation Award for Lithium Batteries in Two-Wheeled Vehicles and Battery Swap - Best Technological Innovation Award for Sodium Batteries in Two-Wheeled Vehicles and Battery Swap - Best Technological Innovation Award for BMS in Two-Wheeled Vehicles and Battery Swap - Best Technological Innovation Award for Charging/Switching Cabinets in Two-Wheeled Vehicles - Best Service Provider Award for Software/Hardware Systems in Two-Wheeled Vehicle Battery Swap [5]. Group 4: Application Process - Companies must fill out an application form that includes their full name, website, contact person, email, and details about their innovative technologies or patents [5]. - Additional required materials include a high-resolution company logo and up to five clear product images, which should be sent to the organizing committee's email [5].

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 April 10, 2026, in Shenzhen [2][4]. - 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 feature a forum opening ceremony and the Luban Award ceremony for lightweight power batteries from 09:00 to 09:30 [3]. - A specialized session on battery swapping and technology will take place from 09:30 to 12:00, focusing on topics such as the release of the "2026 China Lightweight Power/Two-Wheeled Vehicle Battery Swap TOP20 Ranking and Industry White Paper" [3][5]. - Afternoon sessions will cover electric motorcycles and bicycles, including discussions on battery safety design, high-performance battery solutions, and the future of battery technology in electric bicycles [5]. Participation Scale - The event is expected to host over 400 companies and 600 guests, including major players in the electric two-wheeled vehicle and battery sectors [4]. - Notable participating companies include Yadea, Aima, and Niu Technologies, among others [6][7]. Registration Details - Various registration options are available, including SVIP for 3188 RMB, VIP for 2188 RMB, and a free option contingent on social media promotion [9]. - The registration deadline is March 31, 2026, and on-site registration will not be accepted [9].