Core Viewpoint - Ford is expanding its investment in energy storage solutions, planning to invest approximately $2 billion over the next two years to enhance its battery energy storage systems (BESS) and meet the growing demand for energy storage in the U.S. market [3][4]. Group 1: Ford's Strategic Shift - Ford aims to utilize its existing manufacturing facilities in Kentucky and Michigan to produce lithium iron phosphate batteries and battery storage systems, with a target annual production capacity of 20 GWh by 2027 [3]. - The company is transitioning from traditional automotive manufacturing to a comprehensive energy enterprise, focusing on a "vehicle-storage-grid" ecosystem to enhance its competitiveness in the energy sector [7][8]. Group 2: Market Dynamics - The U.S. electric vehicle market is experiencing a slowdown, leading to significant losses in Ford's electric vehicle business, which has accumulated over $13 billion in losses [4]. - The global energy storage market is witnessing explosive growth, with the U.S. adding 4.7 GW of new storage capacity in Q3 2025, driven by demand from data centers, grid balancing, and renewable energy integration [6]. Group 3: Regulatory Support - The U.S. Inflation Reduction Act provides up to 40% tax credits for domestic energy storage projects, which will help reduce the costs associated with Ford's energy storage business [6]. Group 4: Competitive Landscape - Ford is not the only automaker entering the energy storage market; Tesla has been selling storage products for a decade, while General Motors has also launched battery storage solutions for residential and commercial users [7].

Core Viewpoint - Envision AESC has launched its battery super factory in Sunderland, UK, with an initial planned capacity of 15.8 GWh, capable of supplying high-quality battery products for over 200,000 electric vehicles annually, marking it as the largest battery manufacturing base in the UK to date [2][4]. Group 1: Company Overview - Envision AESC has been operating in the UK for over a decade, with its first battery factory in Sunderland launched in 2012, which was one of the earliest large-scale production facilities for power batteries in Europe [4]. - The new factory's launch will further solidify Envision AESC's leading position in the European market, addressing the rapidly growing demand for electric vehicles locally [4]. Group 2: Global Expansion - Envision AESC is recognized as a pioneer in global battery technology, with 14 battery production bases established across six countries [4]. - In 2025, the company plans to launch three overseas factories, including the new Sunderland facility, showcasing its exceptional global operations and large-scale delivery capabilities [4]. Group 3: Commitment to Innovation - Envision AESC emphasizes technology-driven innovation and customer-centric approaches, providing high-quality, safe, and sustainable power and energy storage battery solutions to support global carbon neutrality efforts [4].

Core Viewpoint - The article discusses the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, highlighting the event's focus on new cycles, technologies, and ecosystems in the lithium battery sector [5][6]. Event Details - The event will take place on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen [5]. - The main theme is "New Cycle, New Technology, New Ecology" [5]. - The event is organized by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR [5]. Sponsorship and Participation - The event features exclusive sponsorship from Pioneering Technology and includes various companies such as Huizhou Tonghu Eco-Wisdom Zone Management Committee, Yifei Laser, and many others as sponsors and speakers [3][4]. - Notable invited companies for the anniversary dinner include BASF, CATL, BYD, and others [3]. Agenda Overview - The first day includes a series of sessions focusing on cylindrical battery technology, innovations in battery materials, and market trends [6][7]. - Key topics include the release of the 2025 Global Lithium Battery Industry White Paper and discussions on new standards for cylindrical batteries [6][7]. - The second day will focus on user-side energy storage and battery technology forums, with sessions on household storage applications and commercial energy storage trends [8][9]. Key Sessions and Speakers - Notable speakers include Li Zhenqiang, Chairman of Qidian Research, and various executives from leading companies in the lithium battery industry [6][7][8]. - The agenda features roundtable discussions on the future of battery technology and its applications in various sectors [7][9]. Registration and Participation Fees - The registration fee is set at 2888 RMB per person, which includes access to the conference, meals, and copies of the industry white papers [16].

倒计时1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 当前，楚能新能源正在加速构建 "一全球总部、两研发中心、四大生产基地"的立体化战略格局，其中 四大生产基地分别位于 孝感、武汉、宜 昌、襄阳 ...

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Qidian Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, focusing on new cycles, new technologies, and new ecosystems in the lithium battery sector [2]. Event Details - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Qidian Golden Ding Award Ceremony & Qidian Research 10th Anniversary Celebration, 2025 Qidian User-side Energy Storage and Battery Technology Forum [4]. - Event Date: December 18-19, 2025 [4]. - Venue: Venus Royal Hotel, Shenzhen [4]. - Organizers: Qidian Lithium, Qidian Energy Storage, Qidian Research Institute SPIR [4]. - Key Sponsors: Yifei Laser, Bluejing New Energy, Xiaolu Lithium Battery, Aohong Intelligent, and others [4]. Agenda Overview - The conference will feature over 800 guests and will cover more than 40 hot topics across five major sessions, including discussions on lithium batteries, materials, equipment, commercial energy storage, portable energy storage, and household energy storage [2]. - The first day will include a keynote address and various specialized sessions focusing on cylindrical battery technology, battery innovation, and new materials [10][11][12]. - The second day will focus on user-side energy storage applications and technology, including household and portable energy storage solutions [12][13]. Notable Participants - The event will host numerous industry leaders and companies, including CATL, BASF, BYD, and others, highlighting the significance of collaboration and innovation in the lithium battery industry [4][18][19].

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 ...

Core Viewpoint - The 2025 10th Lithium Battery Golden Tripod Award Ceremony and Qidian Research's 10th Anniversary Dinner will be held on December 19, 2025, at the Venus Royal Hotel in Shenzhen, showcasing key figures in the lithium battery industry and highlighting advancements in battery technology and applications [1][6]. Guest List - A diverse range of industry leaders and executives from various companies will attend, including representatives from Qidian Research, Bluejing New Energy, and others, indicating strong industry engagement and collaboration [1][2][3]. Event Agenda - The event will feature a series of forums and discussions focused on lithium battery technology, including the release of the 2025 Global Lithium Battery Industry White Paper and discussions on new standards for cylindrical batteries, innovations in battery technology, and market trends [6][7][8]. - Key topics will include the development of high-energy cylindrical batteries, the impact of new national standards on lithium batteries, and advancements in solid-state battery technology [7][8][9]. Awards and Recognition - The ceremony will also include the 2025 Golden Tripod Award presentation, recognizing outstanding contributions to the lithium battery industry, further promoting innovation and excellence within the sector [10][11].

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 ...