Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, expecting over 200 exhibitors and 20,000 professional attendees [1][3][5] - The event will feature the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1][3] - A strategic cooperation agreement has been signed between Zhongchuang Xinhang and Hefei Lanyi Aviation Technology Co., with a focus on the LE200 project for high-energy density power battery solutions [2][3] Group 2 - Lanyi Aviation specializes in eVTOL technology and has successfully completed a Pre-A round financing, with its LE200 model capable of carrying up to 5 passengers and a cruising speed of 200 km/h [2] - The LE200 has a basic range of 200 km and is expected to receive its airworthiness certification by the end of 2027, with market delivery anticipated in 2028 [2] - Zhongchuang Xinhang's 9-series high nickel/silicon semi-solid cylindrical battery meets aviation safety standards and offers an energy density of up to 350 Wh/kg, suitable for 6C fast charging [2]

Core Viewpoint - The article highlights a significant shift in the lithium battery market, transitioning from concerns about insufficient demand to worries about supply constraints, particularly in the energy storage sector, which is now a key driver of lithium battery demand [2][3]. Group 1: Market Dynamics - The lithium battery sector has seen a strong rebound in stock prices for major companies like CATL and Ganfeng Lithium, indicating a market sentiment shift [2]. - Energy storage has transitioned from a secondary role to a primary focus, with unexpected growth driving demand [3]. - Major manufacturers are experiencing order backlogs, with some companies unable to meet demand and having to forgo lower-margin orders [3]. Group 2: Production and Capacity Utilization - In 2025, the top 10 domestic energy storage cell manufacturers maintained a capacity utilization rate above 80%, with many exceeding 90% since the second quarter [5]. - CATL's capacity utilization reached approximately 89.86%, with a backlog of over 48 GWh in energy storage orders extending into Q1 2026 [6]. - Companies like EVE Energy and Aoxin Energy reported full production capacity, with significant year-on-year increases in shipment volumes [6][8]. Group 3: Demand and Supply Imbalance - The "chip shortage" phenomenon is attributed to a mismatch between supply and demand, with energy storage demand significantly outpacing supply capabilities [12][13]. - The domestic energy storage market has seen a 150% year-on-year increase in new tenders, with a total of over 210 GWh from January to August [15]. - Internationally, Chinese energy storage companies have experienced explosive growth in overseas orders, exceeding 180 GWh, a year-on-year increase of over 200% [16]. Group 4: Price Trends and Future Outlook - The article notes a potential continuation of the supply-demand gap until Q1 2026, with a forecasted compound annual growth rate of 30%-50% for global energy storage over the next 3-5 years [20]. - Prices for energy storage batteries are expected to rise due to increased costs of raw materials like lithium carbonate, although competitive pressures may limit price increases in the system integration market [21]. - The introduction of larger capacity cells (500Ah+) may eventually replace some of the demand for 314Ah cells, potentially stabilizing prices [21].

论坛背景及简介 清研电子采用粉体成膜技术的 干法电极 工艺具有多方面优势。技术上，它无需溶剂涂布，直接将活性材料、粘结剂和导电剂热压成型，简化工 艺流程，提高生产效率；电极压实密度高，能有效提升电池能量密度与循环稳定性。成本方面，因减少溶剂使用和回收环节，大幅降低设备投资 与运营成本。节能环保上，完全摆脱对 NMP等有机溶剂的依赖，消除溶剂挥发造成的环境污染与安全隐患，减少能耗。适配固态电池、大圆柱 电池等前沿领域，已通过行业验证并进入规模化量产阶段。 由起点固态电池、SSBA全固态电池联盟、起点研究院SPIR主办，茹天科技总冠名并协办的 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典 礼、首届硫化物全固态电池国际峰会 将于2025年11月8日在广州南沙国际会展中心2楼广州厅正式举办，同期将举办行业首届新型电池全产业链专 业展会——CINE固态电池展及CINE钠电展，展会时间11月6-8日！ 经组委会确认， 清研电子 重点支持2025固态电池行业年会暨固态电池金鼎奖颁奖典礼！ 企业介绍 清研电子 作为深圳清华大学研究院培育的国家高新技术企业，自 2020 年 8 月成立以来，便凭借研究院先进储能材料及器件 ...

Core Viewpoint - The article discusses the upcoming 2025 User-Side Energy Storage Battery Technology Forum, focusing on advancements in household, commercial, and portable energy storage technologies, and the release of a global white paper on user-side energy storage [1][2]. Event Overview - The forum will take place on December 19, 2025, in Shenzhen, featuring over 600 industry decision-makers and an online audience of over 20,000 [1]. - The event aims to explore new energy storage technologies and build a new industrial ecosystem [1]. Key Activities - The forum will include the release of the first global white paper on user-side energy storage, detailing rankings for household, commercial, and portable energy storage systems [1][3]. - Discussions will cover over 30 core topics, including technological breakthroughs, safety challenges, and value chain restructuring [1]. Agenda Highlights - The agenda includes sessions on household energy storage safety systems, market trends, and innovations in battery technology [3][4]. - There will be dedicated sessions for portable energy storage and commercial energy storage, addressing safety standards and market opportunities [4]. Participating Companies - Notable companies expected to attend include Huawei, BYD, and CATL, among others, representing various sectors such as energy storage systems, battery manufacturing, and supporting materials [4]. Registration Details - Registration fee is set at 2888 RMB per person, which includes access to the forum, meals, and copies of the white papers [6].

倒计时37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楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商： 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 9月15日，襄阳市人民政府与楚能新能源在襄阳市签订楚能襄阳锂电池产业园项目投资协议。湖北省委常委、襄阳市委书记吴海涛，襄阳市委 副书记、市长杜海洋与楚能新 ...

9月23日，亿纬锂能与可再生能源企业TSL Assembly达成战略合作，双方约定于2026–2030年期间，在中东欧地区部署 总规模达1GWh 的储能系统项目，进一步拓展储能市场，助力区域绿色能源转型。 根据协议，亿纬锂能将提供先进的储能系统及配套电芯模组解决方案，包括采用 628Ah超大容量电芯-Mr.Big和5MWh储能直流系统- Mr.Giant 。此外，亿纬锂能将依托其在德国设立的本地办公室，为TSL Assembly提供 就近技术支持和项目服务 ，确保项目高效落地。 TSL Assembly作为中东欧地区知名的可再生能源企业，在斯洛伐克、捷克、匈牙利等地拥有广泛的销售网络与丰富的EPC项目经验。通过此 次合作，双方将整合资源、优势互补，共同提升在中东欧储能市场的竞争力。 （ 来源：亿纬锂能） 往 期 回 顾 | 01 | ｜ | 开工率大幅提升/储能市场爆发/反内卷/固态电池引发锂电A股+港股暴涨！ | | | --- | --- | --- | --- | | 02 | ｜ | 上市公司终止10亿元锂电池项目 | | | 03 | ｜ | CINE2025固态电池展暨固态电池行业年会定档11月6 ...

Core Viewpoint - The lithium battery industry is experiencing a positive trend, driven by strong demand for energy storage and solid-state batteries, with significant investments and advancements in technology [2][5][10]. Industry Events - The CINE2025 Solid-State Battery Exhibition and Annual Conference will be held from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1]. - The "New Energy Storage Scale Construction Special Action Plan" was released, aiming for a new energy storage installation capacity of over 180 million kilowatts by 2027, which has positively impacted stock prices of several storage companies [7][8]. Market Performance - A-shares and Hong Kong stocks related to lithium batteries are showing strong performance, with notable increases in stock prices for companies like Zhongchuang and Tianneng, with Zhongchuang reaching a peak increase of 10.67% [2][5]. - The demand for lithium batteries is expected to rise as the year-end approaches, with significant orders for energy storage and long-term contracts for lithium iron phosphate [5][6]. Technological Advancements - Recent developments in solid-state batteries include breakthroughs in polymer electrolytes by Tsinghua University, enhancing conductivity and interface stability [11][12]. - New products such as the 588Ah energy storage cell from Chuangneng New Energy and the 628Ah large battery from Yiwei Lithium Energy have been launched, indicating a trend towards larger capacity cells [9][12]. Material Market Trends - The demand for battery materials is recovering, with positive news in the cathode materials sector, particularly for lithium iron phosphate, as companies like Longpan Technology secure significant contracts [14][15]. - The electrolyte segment is also seeing growth, with companies like Tianci Materials signing long-term contracts and expanding production capacity [15][16]. - The anode materials sector is experiencing a turnaround, with many companies reporting positive revenue growth compared to the previous year [16].

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [2][3][6] - The event will feature the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2][3] - The first batch of exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, and Rongjie Energy, among others [2][3] Group 2 - Suzhou Wanxiang Technology Co., Ltd. has decided to terminate the "New Micro Lithium-Ion Battery and Precision Component Production Project" and will permanently supplement the remaining fundraising of 26.7994 million yuan into working capital [3] - The total investment for the terminated project was 100 million yuan, with an original plan to use 21.73994 million yuan of raised funds, and the project was expected to produce 39 million micro batteries annually [3] - For the first half of 2025, the company's revenue was 634 million yuan, a year-on-year increase of 31.94%, while the net profit attributable to shareholders was 2.0055 million yuan, a year-on-year decrease of 85.71% [3]

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors, 2000 participating companies, and 20000 professional attendees expected [2][3][6] - The event will feature the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2][3] - A significant investment collaboration is taking place between Fu Lin Precision and CATL, with Fu Lin planning to invest RMB 1 billion in its subsidiary Jiangxi Shenghua, while CATL will invest RMB 2.563 billion, resulting in CATL holding a 51% stake in Jiangxi Shenghua post-transaction [2][3] Group 2 - The first batch of exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, Hai Si Da Sodium Star, and Rong Jie Energy, among others [2][3][4] - The event aims to promote advancements in solid-state battery technology and foster collaboration within the industry [2][3] - The 2025 Qidian Lithium Battery Industry Annual Conference and User-Side Energy Storage Battery Technology Forum will also take place from December 17-19, 2025, in Shenzhen [3]

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 起点研究 SSBA固态电池联盟 活动协办及论坛总冠名单位： 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 起点钠电 起点锂电 活动规模： 展商规模 20 0+ 参会企业 20 00+ 三、展馆布局图 四、参展费用 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 ...