起点研究十周年感谢信：十年风雨兼程 感恩与您同行！ 12月19日（ 18:30-21:30 ），起点研究十周年暨第十届锂电金鼎奖颁奖晚宴庆典 将在 深圳市维纳斯皇家酒店举办，晚宴参与 嘉宾名单如下： | 公司/单位名称 | 职位 | 参会嘉宾姓名 | | --- | --- | --- | | 起点研究 | 重事长 | 李振强 | | 蓝京新能源 | 重劃长 | 郭春泰 | | 新日股份 | 副总经理/总工程师 | 雷宝荣 | | 海裕百特 | 重劃长 | 王留幸 | | 广东奥鸿智能 | 重量长 | 噂世民 | | 倍特力 | 重畫长 | 龙翔 | | 金钠科技 | 重劃长 | 杨维元 | | 先导智能 | 营销总经理 | 叶正平 | | 逸飞激光 | 市场总监 | 等朝首 | | 小鲁锂电 | 营销中心总经理 | 沈星星 | | 时代联合 | 重劃长 | 周富や | | 江西远东电池 | 总经理 | 相江峰 | | 亿嘉丰 | 重量长 | 吴松彦 | | 诺达智慧 | 总经理 | 江国龙 | | 起点锂电&固态 | 总经理 | 郎喜胜 | | 北测新能源 | 总经理 | 汪继云 | | 仲恺科促局粤港澳大 ...

| 公司/单位名称 | 职位 | 参会嘉宾姓名 | | --- | --- | --- | | 起点研究 | 董事长 | 李振頓 | | 蓝京新能源 | 董事长 | 郭春泰 | | 新日股份 | 副总经理/总工程师 | 電宝荣 | | 海裕百特 | 董事长 | 王留幸 | | 广东奥鸿智能 | 董事长 | 喻世民 | | 倍特力 | 董事长 | 龙翔 | | 金钢科技 | 董事长 | 杨维元 | | 先导智能 | 营销总经理 | 叶正平 | | 逸飞激光 | 市场总监 | 我前首 | | 小鲁锂电 | 营销中心总经理 | 沈星星 | | 时代联合 | 董事长 | 周富华 | | 江西远东电池 | 总经理 | 相江峰 | | 亿語 | 董事长 | 吴松彦 | | 诺达智慧 | 总经理 | 江国龙 | | 北測新能源 | 总经理 | 汪继云 | | 仲恺科促局粤港澳大湾区 | 招商办主任 | 凌紫皓 | | 弗迪电池 | 新能源产品总监 | 刘祥 | | 鹏辉能源 | 研发总监 | 周琰俊 | | 武汉亿纬储能 | 解决方案中心总经理 | 蒙玉宝 | | 多氟多新能源 | 前瞻技术研究院副院长 | 景绍芒 | | ...

Core Viewpoint - The article highlights the opening of Verkor's first battery super factory in France, which is part of a broader trend in the European battery manufacturing sector aimed at supporting electric vehicle production and enhancing local supply chains [3][7]. Group 1: Verkor's Battery Factory - Verkor's factory has a total investment of €1.5 billion (approximately 120 billion RMB) and began construction in November 2023, with an initial annual production capacity of 16 GWh, planned to expand to 50 GWh by 2030 [3]. - The factory is expected to create around 1,200 direct jobs and 3,000 indirect jobs, with the first battery units projected to be available in early 2026 for the Renault Alpine A390 model [3]. - By 2027, the factory aims to supply lithium-ion batteries for 300,000 electric vehicles annually [3]. Group 2: Strategic Partnerships - Verkor established a strategic partnership with Renault in 2021, which evolved into a commercial relationship in April 2023, leading to a binding supply agreement for high-performance batteries [4]. - Renault plans to purchase 10 GWh of batteries from Verkor starting in 2026, increasing to 20 GWh by 2030 [4]. Group 3: Technology Focus - Verkor primarily focuses on ternary batteries while also developing lithium iron phosphate (LFP) and solid-state batteries [5]. - Renault has partnered with CATL and LG Energy Solution for LFP battery technology, with plans to integrate this technology into its production by 2026 [6]. Group 4: Battery Valley Development - The article notes that the Dunkirk area in France has seen the establishment of four major battery projects, including Verkor's factory, with other factories from ACC and Envision AESC also contributing to the region's battery production capabilities [7]. - The ACC factory, which opened in June 2023, has a planned capacity of 40 GWh, while Envision AESC's factory in Douai will have an initial capacity of 10 GWh, expected to be operational by June 2025 [7].

Core Viewpoint - The lithium battery industry is experiencing a rapid market reversal from oversupply to a state of demand exceeding supply, driven by the explosive growth in energy storage projects and a new price increase cycle is emerging [2][6][7]. Group 1: Price Increases Across the Supply Chain - The price of lithium carbonate has surged, with recent prices exceeding 100,600 yuan per ton, marking a 70% increase from previous lows [4][6]. - The cost advantages of lithium extraction from salt lakes are becoming apparent, and many companies are now negotiating price increases due to previous losses and rising raw material costs [7]. - The price of wet-process separators has increased by 30%, with a 10% rise noted in late October, reflecting a recovery in the separator segment [8]. Group 2: Battery Materials and Components - The price of lithium hexafluorophosphate has doubled in three months, with electrolyte prices nearing 40,000 yuan per ton, driven by supply-demand imbalances [9]. - VC additives have seen significant price increases, with companies announcing large-scale production expansions to meet rising demand [10]. - The negative electrode materials are also showing signs of recovery, with leading companies reporting profitability and increased investor interest [11]. Group 3: Market Dynamics and Future Outlook - The demand for energy storage batteries is outpacing supply, leading to a shortage of battery cells, particularly in the two-wheeler segment, driven by new national standards and consumer incentives [16]. - The industry is expected to enter a new growth phase, with potential price increases across the supply chain as demand from emerging sectors like low-altitude economy and robotics continues to rise [16]. - The current price increase cycle is still in its early stages, with expectations of significant financial improvements for listed companies in the upcoming quarters [16].

活动名称： 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 、2025起点用户侧储能及电池技术论坛 起点研究十周年晚宴庆典特邀企业名单 (赞助及演讲单位以外）： 巴斯夫/宁德时代/博力威/富临精工/远景动力/楚能新能源/时代联合/金银河/海裕百 特/金钠/中科云储/钹鑫科技/川马激光/浦士达/奥克股份/奥特迅/成泰科技/中能建/富士康储能/中集储能/星霆动力/新日股份/华金资本/中信证券/申 万宏源/德旭资本/贝特瑞/国泰海通/国中资本/飞毛腿/倍特力/瑞昇新能源/中瑞股份/隐功科技/乔岳智能/希倍动力/和誉智能/中国中车/安克创新/正浩 科技/陀普科技/比亚迪/孚能科技/科力远/比克电池等 活动专场及议题 二 | | 2025 (第十届) 起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 | | --- | --- | | | 2025 起点用户侧储能及电池技术论坛议程 | | | 12月17日 | | 18:30-21:30 | 2025 新能源企业家闭门交流晚宴 | | | (白白油)主 (1)阳如至台公店人小学目立动化印大白沙好明人日下午1时期六十 | 活动主题及架 ...

倒计时2天 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点储能、起点研究院SPIR 赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 海辰储能/瑞浦兰钧/鹏辉能源/国轩吉泰美/创明新能源/德赛电池/先导智能/亿纬锂能/移族/新日股份/ 弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电源/昆仑化学/星翼能源 /汇创新能源 /力通威 等 回看 2025 年，受益于市场需求，国内主要电池企业基本实现了产销两旺，尤其在海外市场的表现已超出预期。 11 月，动力和其他电池出口同比增 ...

Core Viewpoint - The article discusses the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, highlighting the event's focus on new cycles, technologies, and ecosystems in the lithium battery sector [2]. Event Details - The event will take place on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, China [2]. - It is organized by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR [2]. - Various companies are sponsoring and speaking at the event, including Huizhou Tonghu Eco-Wisdom Zone Management Committee, Yifei Laser, and others [2]. Industry Updates - As of June 30, 2025, EVE Energy has achieved mass production of over 60,000 large cylindrical batteries, with the longest single vehicle running distance exceeding 230,000 kilometers, establishing itself as a benchmark product in the industry [3]. - The company's 46 series ternary large cylindrical batteries are noted for their high energy density, production efficiency, safety, and stable mechanical structure, and will be used in next-generation electric vehicle models from leading global automotive brands [3]. Historical Context - The article references past events and developments in the lithium battery industry, including significant acquisitions and corporate adjustments within major companies like CATL [4].

2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 时间： 2025年12月18-19日 地点：深圳 活动背景及简介 一 起点锂电行业年会是起点锂电平台旗下的重磅活动和标杆年会，活动每年举办一届，已经连续举办9届，汇聚锂电材料、设备、电芯及下游应用全 产业链相关企业嘉宾，2025年起点锂电行业年会是第十届，同时今年也是起点锂电&起点研究十周年庆典活动，本次活动主题是： 新周期 新技术 新生态 ，围绕行业新周期，新材料、新工艺、新技术、新的产业格局和生态等热门话题进行深度讨论和发散。 2025（第十届）起点锂电行业年会 暨锂电金鼎奖颁奖典礼&起点研究十周年庆典、2025起点用户侧储能及电池技术论坛 必将是行业盛会，希望以此次活动为起点，总结过去锂电行 业十年，展望未来新十年的发展周期，为行业提供交流探讨、聚势共融、共谋发展的机会，欢迎行业同仁和新老朋友踊跃参与！ 活动主题及架构 活动名称： 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 、2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： ...

倒计时3天 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点储能、起点研究院SPIR 赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 海辰储能/瑞浦兰钧/鹏辉能源/国轩吉泰美/创明新能源/德赛电池/先导智能/亿纬锂能/移族/新日股份/ 弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电源/昆仑化学/星翼能源 /汇创新能源 /力通威 等 12月6日，宁德时代发布了《关于董事辞职及选举非独立董事的公告》。 该公告提及，公司董事会于近日 收到公司董事赵丰刚先生的书面报告，因公司治 ...

Core Viewpoint - The article highlights the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, focusing on advancements in lithium battery technology and energy storage solutions, scheduled for December 18-19, 2025, in Shenzhen [2]. Group 1: Event Details - The conference will feature five major sessions covering over 35 hot topics related to lithium batteries, materials, equipment, commercial energy storage, portable storage, and household storage [2]. - Guangdong Huichuang New Energy Co., Ltd. will be a key sponsor of the event, showcasing its latest products and technologies [2]. - The event aims to discuss technological breakthroughs, safety challenges, and value chain restructuring in the lithium battery industry [2]. Group 2: Company Profile - Guangdong Huichuang New Energy Co., Ltd., a wholly-owned subsidiary of Ganfeng Lithium, specializes in batteries for two-wheeled vehicles and energy storage [2]. - Established in 2017, the company operates two factories in Wanjiang, covering approximately 60,000 square meters with a PACK capacity of 3 GWh [2]. - In 2023, the company invested 5 billion in Dongguan Machong to acquire about 340 acres of industrial land for building 10 GWh of cell capacity and 20 GWh of PACK capacity [2]. Group 3: Product Advantages - The company’s products offer a 10% reduction in space and deployment efficiency [6]. - Lifecycle costs are lowered by 15%, enhancing overall cost-effectiveness [6]. - The products are designed for safer and more reliable installation and transportation [6]. Group 4: Conference Speakers - Notable speakers include industry leaders from companies such as New Energy, EVE Energy, and Gotion High-Tech, discussing various topics related to sustainable development and technological advancements in the lithium battery sector [7].