亿纬锂能的海外版图越来越大，近期在欧洲等地接连拿下项目，例如 与 TSL Assembly 在中东欧地区的 合作 和 波兰 CommVOLT 签署 的 500MWh 项目等 。 且该公司海外生产基地也迎来新进展， 匈牙利德布勒森电池 厂 9 月 20 日设备进场，进入安装与调试阶段 ，量产已经看见曙光， 该基地启 动 于去年 6 月， 规划产能 28GWh ，主打产品为 46 系大圆柱， 供应商为 宝马德布勒森工厂 ，从时间线梳理来看，该工厂施工速度在欧 洲属于快速 。 在相关公开场合，亿纬锂能除了 签署 战略 协议 外，还 展示了 628Ah 的 Mr.Big 电芯 和 5MWh 直流系统 Mr.Giant ，相关产品也在 9 月 10 日完成首批海外发货 运往 澳洲 和 欧洲。 | 倒计时31天 | | | --- | --- | | CINE2025固态电池展暨固态电池行业年会 | | | 主办单位： | 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名： | 茹天科技 | | 活动时间： 2025年11月6-8日 | | | 活动地点： | 广州南沙国际会展中心（2楼船厅 ...

Core Insights - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [2] - The global household energy storage market is projected to reach 27.8 GWh in 2024, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [2] - The portable energy storage market is expected to see a shipment of 11 million units in 2024, representing a 90% year-on-year growth, with leading consumption regions including the US, Europe, and Japan [2] Event Details - The event will include the 2025 Point Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2] - The exhibition will host over 200 exhibitors and 2,000 participating companies [2] Industry Growth - The household and portable energy storage industry has seen rapid growth, with over 300 companies currently operating in the sector [3] - Key players in the household storage and portable energy storage sectors include companies like CATL, BYD, and Huawei, among others [4][5] Market Trends - The leading countries/regions for household storage product consumption are Europe, the US, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia [2] - The portable energy storage market is particularly strong in the US, Europe, Japan, and Ukraine [2]

2025第十一届起点锂电行业年会暨起点研究十周年庆典 2025起点 用户侧储能 电池技术论坛 （同期 2025第十一届 锂电 金鼎奖颁奖典礼） 时间： 2025年12月17-19日 地点：深圳 活动背景及意义 一 电池方面： 1）2025年初，宝马宣布大圆柱电池2026年即将装车，引发行业加速布局46系大圆 柱电池热潮；2）2025年3月，工信部发布《电动汽车用动力蓄电池安全要求》（GB38031— 2025）（新国标），引发行业对动力电池性能广发讨论；3）多家企业2025年全极耳圆柱电池 已开始量产，全极耳的高倍率、长寿命优势未来有望广泛应用在新能源汽车、电动工具、电动两 轮车、智能家居等领域；4）固态电池其高安全性、高能量密度优势，被誉为下一代新型电池， 2025年热度持续维持在高位； 储能方面： 1）2025国家取消强制配储政策，引发业内对储能电池未来需求的担忧；2） 314Ah逐步替代280Ah成为主流电芯，同时宁德时代、亿纬锂能、海辰储能等企业发布500Ah 以上容量电芯，储能电芯逐步往大容量趋势发展；3）2025年美国加征关税政策，对全球储能行 业造成一定冲击； 低空经济、人形机器人等新兴应用场景 ...

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1] - CATL's second phase of the Luoyang base has officially commenced production, adding an annual capacity of 30GWh to the local new energy vehicle supply chain [4] - Guoxuan High-Tech's G-series battery has been launched in the Changan Qiyuan A06 electric sedan, featuring 6C ultra-fast charging technology [5] Group 2 - Chuangneng signed an investment agreement for a 70GWh lithium battery project in Xiangyang, focusing on energy storage and power battery manufacturing [6][7] - EVE Energy has reached a strategic cooperation agreement with TSL Assembly for a total of 1GWh energy storage system projects in Central and Eastern Europe [8] - EVE Energy's Hungary base has entered a critical phase with the arrival of electromechanical equipment, aiming to supply large cylindrical batteries to BMW [9] Group 3 - Zhongxin Innovation and Hefei Lanyi Aviation signed a long-term strategic cooperation agreement to explore high-energy-density battery solutions for the LE200 project [10][11] - Ruipu Lanjun has secured a supply agreement for 3GWh of energy storage systems with Energy Vault, marking a significant expansion in their international market presence [12][13] - Suzhou Wanxiang Technology has decided to terminate a 1 billion yuan lithium battery project, reallocating remaining funds to working capital [14] Group 4 - Huayou Cobalt has signed long-term supply contracts with LG Energy Solution for a total of 164,000 tons of ternary precursor and cathode materials over five years [16] - Zhongrui Co., Ltd. plans to invest in a battery component project in South Korea, with an investment scale of up to 600 million KRW [17] - A 180 million yuan battery shell production project has been signed in Anqing, expected to generate an annual revenue of 100 million yuan upon full production [18] Group 5 - Hailiang Co. is preparing for an H-share listing on the Hong Kong Stock Exchange [19] - Xiamen Tungsten and Zhongwei Co. have signed a strategic cooperation framework agreement to enhance collaboration in battery materials [20] - China's Salt Lake Industrial Group has successfully launched a 40,000-ton lithium salt project, utilizing advanced technology for improved extraction efficiency [21] Group 6 - Liyuanheng has delivered energy storage production equipment to Malaysia, expanding its international business footprint [23] - Jiejia Weichuang has made breakthroughs in lithium battery vacuum equipment technology [24] - A 300,000-ton comprehensive utilization project for waste lead-acid batteries has been signed in Shaoguan, with an expected annual revenue of 2 billion yuan [26] Group 7 - Jiangxi Yeguang Recycling Resources Co., Ltd. has initiated a project for collecting and storing waste batteries, with a total investment of 6 million yuan [27] - Anhui Jiushi New Energy Technology Co., Ltd. has received approval for a lithium battery recycling project with an annual processing capacity of 10,000 tons [28] - Lantu Automotive has submitted an application for listing on the Hong Kong Stock Exchange [30] Group 8 - BYD's total installed capacity for power and energy storage batteries exceeded 203GWh in the first three quarters [31][32] - Tesla CEO Elon Musk has become the first person in history to reach a net worth of $500 billion [33] - BYD ranked third in global automotive sales, driven by strong performance in the new energy vehicle sector [34]

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [2][9] - The event will include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2] - The first batch of exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, and Rongjie Energy, among others [2] Group 2 - A research team from Tsinghua University has developed a new fluorinated polyether electrolyte that achieves an energy density of 604 Wh kg-1 for high-safety polymer batteries, addressing the challenge of balancing battery range and safety [3][4] - Solid-state batteries are seen as a significant development direction for lithium batteries, particularly those using lithium-rich manganese-based layered oxides, which show potential for energy density breakthroughs [3][4] - The research team proposed a new design strategy called "rich anion solvation structure," which enhances the physical contact and ionic conductivity at the solid-solid interface, significantly improving interface stability [4] Group 3 - The polymer battery constructed with the new electrolyte demonstrated excellent electrochemical performance, achieving an energy density of 604 Wh kg-1 under 1 MPa external pressure, surpassing current commercial lithium iron phosphate and nickel-cobalt-manganese batteries [4] - The battery passed safety tests, including puncture and thermal stability tests at 120°C, without any combustion or explosion, showcasing its superior safety performance [5]

Group 1 - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition is the first professional exhibition focusing on the entire industry chain of new battery technologies, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - The exhibition will feature a new battery technology forum with nine specialized sessions and the Solid-State Battery Golden Ding Award ceremony [2] - Zhuhai Nagang New Energy Technology Co., Ltd. will showcase its latest products at the exhibition, with booth number C06 [3] Group 2 - Zhuhai Nagang New Energy Technology Co., Ltd. was established in January 2023 and focuses on the research and development of carbon-based new materials, with its hard carbon anode materials having completed small-scale industrial trials [7] - The company offers plastic-based hard carbon anode materials for sodium-ion batteries, which are recognized as an industry first and included in the group standard published by the China Battery Industry Association on April 10, 2024 [11] - The advantages of the company's plastic-based hard carbon include easy availability of raw materials, low production costs, and outstanding product performance, making it suitable for large-scale industrial production [11]

CINE2025固态电池展 CINE2025钠电展 一、展会组织架构 展会名称： CINE固态电池展 CINE钠电展 主办单位： 起点固态电池 SSBA固态电池联盟 活动协办及论坛总冠名单位： 起点钠电 起点锂电 起点研究 茹天科技 第一批展商及赞助商名单： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能源/时 代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒 特股份/希倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子/孚悦科技等 活动规模： 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 搭建 时间： 2025年11月4日-5日 展会 时间： 2025年11月6 -8 日 9:00- 17 :00 举办地点： 广州 南沙国际会展中心（ 2楼船厅及广州厅） 同期活动： 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼、2 ...

Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1] - The event will include the 2025 CINE Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] Group 2: Industry Insights - In the first eight months of 2025, China's lithium battery ternary cathode shipment reached 456,000 tons, a year-on-year increase of 10.8%, driven by growth in power batteries and small power batteries [1] - The demand for nickel-rich materials is increasing, with Nantong Ruixiang maintaining the top position in the industry, followed by Rongbai Technology and Bamo Technology, which have also seen a recovery in overseas demand [2] Group 3: Company Rankings - The top companies in the lithium battery cathode materials sector include: 1. Nantong Ruixiang 2. Rongbai Technology 3. Bamo Technology 4. Guangdong Bangpu 5. Dongsheng Technology [3] Group 4: Technical Analysis - The white paper on the global lithium battery cathode materials industry outlines the definition and classification of lithium battery cathode materials, the development history and current status of the global lithium battery cathode industry, and a comparison of the performance of different lithium battery cathode materials [4]

Group 1 - The solid-state battery industry is experiencing positive growth, with over 80% of listed companies showing revenue growth in the first half of 2025 compared to the same period in 2024 [2][3] - The fastest revenue growth in the lithium battery anode sector was recorded by Shangtai Technology, with a year-on-year increase of 61.83% in the first half of 2025 [2] - The overall trend for net profit in the lithium battery anode industry is positive, with 80% of listed companies reporting an increase in net profit compared to the first half of 2024 [3] Group 2 - The shipment volume data for the first half of 2025 shows a general positive growth trend, with a 120% increase in shipment volume for Suotong Development [4] - Approximately 50% of listed companies reported a shipment volume growth rate of over 20% in the first half of 2025 [4] - The shipment volume for Beiterui reached 26 million units in the first half of 2025, reflecting a year-on-year growth of 32.83% [5] Group 3 - Beiterui achieved a revenue of 7.838 billion yuan in the first half of 2025, representing an 11.36% year-on-year increase, while net profit decreased by 2.88% to 479 million yuan [8][9] - The gross margin for Beiterui increased by 1.34 percentage points, and the net margin increased by 0.41 percentage points compared to the first half of 2024 [9][10] - The company has a production capacity of 57.5 million tons per year for anode materials and 7.3 million tons per year for cathode materials [8] Group 4 - Shanshan Co., Ltd. reported a revenue of 9.858 billion yuan in the first half of 2025, with a net profit of 207 million yuan, marking a significant year-on-year increase of 1059.59% [14] - The gross margin and net margin for Shanshan Co., Ltd. improved compared to the first half of 2024, with gross margin increasing by 1.78 percentage points [14][15] - The company has established long-term stable partnerships with major battery manufacturers such as CATL and BYD [15] Group 5 - The overall revenue for the lithium battery anode sector in the first half of 2025 was 36.13 billion yuan, reflecting a 59.60% increase year-on-year, with net profit reaching 2.72 billion yuan, a 293.13% increase [22] - The gross margin and net margin for Zhongke Electric improved significantly, with gross margin increasing by 2.71 percentage points [22][23] - The company has established stable partnerships with major clients including CATL and BYD [23] Group 6 - Shangtai Technology reported a revenue of 3.388 billion yuan in the first half of 2025, a 61.83% increase year-on-year, with net profit reaching 479 million yuan, a 34.37% increase [27] - The company has entered the supply chain of major battery manufacturers such as CATL and BYD, enhancing its market presence [29] - The company has successfully completed the construction of its North Su Phase II project, significantly increasing its production capacity [24][26] Group 7 - Yicheng Energy achieved a revenue of 2.069 billion yuan in the first half of 2025, a 9.71% increase year-on-year, while net profit improved to -170 million yuan, a reduction in losses by 61.65% [38][39] - The company has established a production base for anode materials, enhancing its operational efficiency [36] - The gross margin for Yicheng Energy increased by 1.54 percentage points compared to the first half of 2024 [38] Group 8 - Suotong Development reported a revenue of 8.306 billion yuan in the first half of 2025, a 28.28% increase year-on-year, with net profit soaring by 1568.52% to 523 million yuan [43] - The company has seen significant improvements in both gross margin and net margin, with gross margin increasing by 6.98 percentage points [43][42] - The company’s anode product output reached 4.29 million tons, reflecting an 84.91% increase year-on-year [42] Group 9 - The overall market for lithium battery anode materials is characterized by high growth rates, with a concentration of major players dominating the market [49] - The global market concentration for lithium battery anode materials is over 60%, with Chinese companies maintaining a high market share [49] - The industry is witnessing a trend of strong players becoming stronger, with significant barriers to entry for new competitors [35]

Group 1 - The article discusses the establishment of a joint venture between Li Auto and battery manufacturer Sunwoda, marking a shift from a transactional relationship to a collaborative partnership [4][5][8] - The joint venture, Shandong Li Auto Battery Co., Ltd., is a 50:50 investment aimed at producing and selling lithium-ion batteries for electric vehicles, with Li Auto leading the R&D efforts [5][9] - Li Auto's battery R&D team consists of over 200 members, and the self-developed battery products are expected to be launched in production models by 2026 [5][9] Group 2 - Li Auto's strategy includes a dual approach of self-research and external procurement of batteries, focusing on high-performance 5C supercharging batteries [10][11] - Current battery suppliers for Li Auto include CATL, Sunwoda, and Honeycomb Energy, with a recent five-year strategic cooperation agreement signed with CATL [12][13] - The collaboration with CATL aims to enhance supply chain stability and market expansion, while the joint venture with Sunwoda accelerates the development of self-researched batteries [13][14] Group 3 - The partnership between automotive companies and battery manufacturers is expected to reshape the electric vehicle industry, with self-research becoming essential for leading companies to enhance competitiveness [14]