| 01 | ｜ | 储能电池出口量暴涨170%"背后" | | --- | --- | --- | | 02 | ｜ | 14.56亿！百亿上市公司再买矿 | | 03 | ｜ | CINE2025固态电池展暨固态电池行业年会定档11月6-8日，广州举办！ | | 04 | ｜ 举办！ | 2025第十一届起点锂电行业年会、起点用户侧储能电池技术论坛12月17-19日深圳 | 扫描右方二维码 加入中国锂电行业通讯录 备注:公司+姓名+职位 扫描左方二维码 加入起点锂电行业交流群 路注:公司+姓名+职位 = 固态电池展 CINE 钠电展 新型电池技术第一展 T 协办单位 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼 le iF: 2025起点钠电行业年会暨钠电金鼎奖颁奖典礼 活动 社参展商及帮助商 HIGH TAR omarc 科 访 罗 据"山东商报速豹菏泽"消息，入选2024年山东省重大实施类项目名单（位列第411位）的山东省烁燊新能源科技有限公司磷酸铁锂动力及储 能电池项目，已于2025年正式投产。 公开信息显示，该项目位于山东省菏泽市单县新能源新材料产业园区，计划总投资额达49亿元。其中，一期 ...

Group 1 - The article discusses the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [2]. - The event will feature the first batch of exhibitors and sponsors, including companies like JinNa Technology, RuTian Technology, and HaiSiDa, among others [2]. - The U.S. government is seeking to acquire up to 10% of American Lithium Corp, which operates the Thacker Pass lithium mine, the largest lithium mine in the U.S., indicating a push to enhance local supply chains for critical minerals [3]. Group 2 - American Lithium Corp's stock price nearly doubled in after-hours trading following reports of the U.S. government's interest in acquiring a stake in the company [3]. - The U.S. government is renegotiating the terms of a $2.3 billion loan to American Lithium Corp, which includes deferring some loan repayments and ongoing negotiations with General Motors [3]. - The discussions around the loan also involve urging General Motors, which holds a 38% stake in the mine, to sign a binding off-take agreement for the mine's production [3].

" CINE固态电池展及CINE钠电展 "是行业首届新型电池全产业链专业展会，主要聚焦下一代新型动力及储能电池技术，也是专业性最强的新型电池 技术专业展会。主办方是新能源电池行业权威媒体平台起点研究旗下媒体平台--起点固态电池、起点钠电和起点锂电，举办 时间定档为2025年11 月6日-8日，举办地点为：广州 。展商规模200+，参会企业2000+，专业观众20000+，同期举办新型电池技术论坛，包含九大专场，固态电池行 业权威奖项--固态电池金鼎奖颁奖典礼。 CINE2025固态电池展组委会确认， 精诚时代 将携最新固态产品亮相CINE中国固态电池展，展位号是 C19-C20 ，欢迎行业同仁莅临参观、指导。 CINE固态电池展背景及简介 扫一扫免费领取观展门票 参展企业介绍 精诚时代集团 作为全球平模头行业的领军品牌，以创新为驱动，引入国际先进加工设备，结合全球领先的流体仿真分析技术，专注系列模头及核 心装备的精密制造和高质量发展。 涂布事业部凭借尖端涂布技术能力，为新能源锂电池/钙钛矿/氢能、水处理、MLCC陶瓷电容、半导体、显示、光学膜等精密涂布领域，提供创 新的涂层解决方案。 主要产品： 高粘高固含涂 ...

倒计时42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/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/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/精诚时代/儒特股份/希倍动 力/先导干燥/瓦时动力/博粤新材/苏州翼动新能/亿隆能源/钠创新能源等 新能源赛道今日发出了自己的最强音。宁德时代 AH 股双双创下历史新高，总市值首次超越"股王"贵州茅台。 9 月 25 日， 宁德时代 A 股大涨，盘中股价创历史新高，总市值一度突破 1.83 万亿元，超越贵州茅台 1.80 万 ...

Group 1 - The core viewpoint of the article highlights the significant developments in Tianqi Materials, including its IPO in Hong Kong and the signing of long-term supply contracts, which are expected to enhance its global competitiveness and production capacity [3][4][5]. - Tianqi Materials has initiated its IPO process in Hong Kong, with the aim of supporting its global strategy and financing overseas projects, which is crucial for its ongoing development [3][6]. - The company has secured a long-term supply agreement with Ruipu Lanjun for 800,000 tons of electrolyte materials, which will significantly boost its production capacity from Q4 2023 to 2030 [3][4]. Group 2 - In addition to the agreement with Ruipu Lanjun, Tianqi Materials has also signed substantial contracts with Chunan and CATL, totaling 1.35 million tons, ensuring stable production capacity for the coming years [4][5]. - The company is focusing on long-term contracts to stabilize its production amid increasing demand and improving supply-demand dynamics in the electrolyte market [4][5]. - Tianqi Materials is actively expanding its overseas presence, with plans to enhance its production capacity in Morocco and North America, aiming to achieve significant revenue growth in the European and American markets [5][6]. Group 3 - The electrolyte market is currently transitioning from a phase of oversupply, and the signing of long-term contracts indicates a positive outlook for the industry [5][6]. - Tianqi Materials has a market share exceeding 40% in the electrolyte sector, positioning it as a leading global supplier despite recent challenges in its financial performance [5][6]. - The company is also enhancing its international patent protection to facilitate its overseas expansion, which is a critical step in its strategy to tap into new markets [5][6].

倒计时43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/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/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/精诚时代/儒特股份/希倍动 力/先导干燥/瓦时动力/博粤新材/苏州翼动新能/亿隆能源/钠创新能源等 天眼查App显示，近日， 曲靖亿纬锂能有限公司发生工商变更，注册资本由10.5亿人民币增至17.25亿人民币。 曲靖亿纬锂能有限公司成立于2022年8月，法定代表人为刘金成，经营范围包括电池制造、电池销售、新兴能源技术研发等。 ...

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： 2 ...

Core Viewpoint - The article emphasizes the rapid growth of China's energy storage battery exports, particularly in the context of global energy crises and the increasing demand for energy storage solutions, driven by various factors including trade policies and technological advancements [3][4][5]. Group 1: Market Dynamics - In the first half of 2023, domestic non-power battery sales reached 173.5 GWh, a year-on-year increase of 108.5%, with energy storage batteries accounting for 35.7% of power battery sales [3]. - Energy storage battery exports surged to 45.6 GWh, marking a 174.6% increase, while power battery exports grew by 26.5% [3]. - The global energy transition is significantly influenced by energy crises, particularly in regions like Europe and North America, where aging power grids and high energy prices create a pressing need for energy storage solutions [5][6]. Group 2: Regional Opportunities - The article identifies two primary markets: the developed regions (Europe, North America, Australia) facing energy crises and the developing regions (Africa, Asia) with high electricity demand but weak infrastructure [6][7]. - Various countries are implementing subsidy policies to stimulate energy storage demand, such as the U.S. "Inflation Reduction Act" and Australia's incentives for household energy storage systems [7][8]. Group 3: Market Segmentation - The global commercial energy storage market is projected to reach 25.4 GWh in 2024, with significant growth in regions like the Middle East, Europe, and Southeast Asia [10]. - The household energy storage market is expected to grow to 27.8 GWh, driven by high tax credits in the U.S. and increasing demand in regions like Ukraine and Australia [13][14]. - The portable energy storage market is anticipated to reach 11 million units, with the U.S. being the largest market due to outdoor activities and RV culture [15]. Group 4: Technological Advancements - Chinese companies dominate the global energy storage battery market, with a projected shipment of over 240 GWh by 2025, capturing over 91% of the market share among the top ten companies [22]. - The article highlights the advantages of lithium iron phosphate (LFP) batteries, including safety, cost-effectiveness, and technological maturity, positioning them as the primary choice for energy storage [21][24]. Group 5: Pricing Trends - The decline in lithium carbonate prices has led to a significant reduction in battery costs, with the average price dropping from 600,000 RMB per ton in October 2022 to 80,000 RMB in August 2023, a decrease of 87% [27]. - The competitive pricing landscape is evident in the Middle East, where energy storage system prices have dropped significantly, with some bids reported as low as 6.2 cents per Wh [28][29]. Group 6: Competitive Landscape and Risks - The article warns of increasing competition in the overseas market, with domestic companies facing challenges such as product certification delays and heightened safety standards [17][34]. - The potential instability of local partners and the emergence of new competitors, including Tesla and Korean battery manufacturers, pose additional risks for Chinese companies [33][34]. - The article stresses the need for companies to adapt to changing trade policies and market conditions to maintain their competitive edge in the global energy storage market [35].

Core Viewpoint - The article discusses the strategic acquisition by Shengxin Lithium Energy to enhance its lithium resource supply capabilities amid declining lithium prices and industry challenges [2][5][11]. 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]. Group 2: Company Acquisition - Shengxin Lithium Energy plans to acquire a 21% stake in Sichuan Qicheng Mining for 1.456 billion yuan through its wholly-owned subsidiary, Shengtun Lithium Industry, increasing its direct ownership to 70% [2][3]. - The acquisition aims to enhance the company's lithium resource supply assurance and self-sufficiency in lithium raw materials [5]. Group 3: Resource Details - Sichuan Qicheng Mining's core value lies in its subsidiary, Huirong Mining, which holds mining rights to the Muli Lithium Mine, with a confirmed Li2O resource of 989,600 tons and an average grade of 1.62% [6]. - The Muli Lithium Mine is one of the highest-grade lithium mines in Sichuan, with a production capacity of 3 million tons per year [6]. Group 4: Financial Performance - In the first half of 2025, Shengxin Lithium Energy reported a revenue of 1.614 billion yuan, a year-on-year decline of 37.42%, and a net loss of 841 million yuan, a significant drop of 349.88% [11]. - The company’s cash flow may face pressure due to the acquisition cost, especially if lithium prices continue to decline [11]. Group 5: Industry Context - The average price of battery-grade lithium carbonate in China was 69,910 yuan per ton in the first half of 2025, down 32.36% year-on-year [8]. - The cost of lithium extraction for domestic companies is around 50,000-60,000 yuan per ton, with many firms operating at a loss due to falling lithium prices [9][10].

Group 1: CINE Solid-State Battery Exhibition Overview - The CINE Solid-State 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 [2] - The exhibition will feature a new battery technology forum with nine specialized sessions and the Solid-State Battery Golden Ding Award ceremony [2] Group 2: Company Profile - Shenzhen Boyue New Materials Technology Co., Ltd. - Shenzhen Boyue New Materials is an innovative technology company focused on accelerating the transition from liquid lithium batteries to solid-state lithium batteries, leveraging research capabilities from Central South University [7][10] - The company has established a pilot production line in Foshan, Guangdong, with a capacity of hundreds of tons, and has been operational for three years, entering the supply chain of major battery manufacturers [7][12] - Boyue has received significant investments from well-known institutions, planning to build a thousand-ton production line in 2025 in Hunan and Guangzhou [7][13] Group 3: Product Development and Technology - Boyue's main products include lithium oxide as a lithium source for cathode lithium supplementation, which has achieved a purity of 99.5% and aims to build the world's first fully automated lithium oxide production line [10][11] - The company is also developing oxide electrolytes, particularly lithium aluminum titanium phosphate (LATP), with high ionic conductivity and low impurity content [11] - For sulfide electrolytes, Boyue focuses on lithium phosphorus sulfur chloride (LPSC), aiming to reduce production costs to below 300,000 yuan per ton while achieving a purity of 99.9% [11] Group 4: Market Trends and Future Outlook - The industry is currently exploring both semi-solid and all-solid-state battery technologies, with semi-solid batteries being more cost-effective and feasible in terms of safety and energy density [12] - Boyue is ramping up production capacity to meet market demand, with plans for significant output increases in 2025 [12][13] - The market demand for Boyue's products is expected to reach several thousand tons, with ongoing collaborations with battery and automotive companies [13]