Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will focus on the themes of "New Cycle, New Technology, New Ecology," aiming to summarize the past decade of the lithium battery industry and explore future development opportunities [1]. Event Background and Introduction - The Qidian Lithium Battery Industry Annual Conference is a significant event that has been held annually for nine consecutive years, gathering participants from the entire lithium battery supply chain, including materials, equipment, cells, and downstream applications [1]. - The 2025 event marks the 10th anniversary of Qidian Lithium Battery and Qidian Research, providing a platform for in-depth discussions on new materials, processes, technologies, and industry ecology [1]. Event Details - **Event Name**: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony & Qidian Research 10th Anniversary Celebration, 2025 Qidian User-side Energy Storage and Battery Technology Forum - **Date**: December 18-19, 2025 - **Location**: Venus Royal Hotel, Shenzhen [1]. - **Theme**: New Cycle, New Technology, New Ecology [1]. Special Guests and Sponsors - The event will feature various sponsors and speakers, including companies like Huizhou Zhongkai High-tech Zone, Yifei Laser, and others, highlighting the collaborative nature of the industry [1][3]. - Notable invited companies include BASF, CATL, and others, emphasizing the event's significance in the lithium battery sector [3]. Agenda Highlights - The agenda includes a series of specialized sessions focusing on cylindrical battery technology, battery innovation, and new materials and processes, with presentations from industry leaders [4][5][6]. - Key topics include the release of the 2025 Global Lithium Battery Industry White Paper and discussions on market trends and technological advancements in energy storage [6]. Award Ceremony - The Lithium Battery Golden Ding Award aims to recognize outstanding contributions to the lithium battery industry, promoting innovation and sustainable development [14]. - The award ceremony will take place on December 19, 2025, during the forum dinner [15]. Participation and Registration - Registration for the event is priced at 2888 RMB per person, which includes access to the conference, meals, and industry white papers [16].

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 专场冠名： 逸飞激光 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 ...

Core Viewpoint - The article discusses the acquisition of a 41% stake in Meite New Materials by Xutian Salt Industry, which will increase its total ownership to 61%, marking a strategic expansion into the new energy battery materials sector [3][4][5]. Group 1: Acquisition Details - Xutian Salt Industry plans to acquire a 41% stake in Meite New Materials for approximately 261 million yuan [3][4]. - Following the acquisition, Xutian Salt Industry will become the absolute controlling shareholder of Meite New Materials, enhancing its asset scale and business scope [4][5]. Group 2: Business Strategy and Market Position - The acquisition aligns with Xutian Salt Industry's strategy of focusing on resources and expanding into new energy materials, particularly sodium-ion battery materials [3][5]. - Meite New Materials, established in 2008, specializes in lithium battery cathode materials and aims to become a leader in the new energy materials sector [5][6]. Group 3: Financial Performance - In the first three quarters of 2025, Meite New Materials reported revenues of 640 million yuan and a net profit of 35.61 million yuan, significantly increasing compared to 2024, driven by the rebound in cobalt lithium product prices [6][7]. - The company has a designed production capacity of 7,500 tons per year for cobalt lithium, with a certified capacity of 5,500 tons per year [7]. Group 4: Future Prospects - The sodium-ion battery market is projected to grow significantly, with a market size of approximately 6 GWh in the first nine months of 2025, a year-on-year increase of 202%, and expected to reach 1,051 GWh by 2030 [8]. - Xutian Salt Industry's entry into the sodium-ion battery market is expected to accelerate the industrialization of emerging technologies and enhance its competitive position [8].

Core Viewpoint - The article discusses the significant increase in sulfur prices, driven by rising demand from the new energy market and traditional agricultural needs, which has implications for the lithium battery industry, particularly in the production of lithium iron phosphate (LFP) batteries [5][8][11]. Group 1: Sulfur Price Trends - Since last year, sulfur prices have surged, with the latest price exceeding 4000 RMB per ton, marking a substantial increase [5]. - In the international market, Qatar Energy announced a price increase for December sulfur contracts to 95 USD per ton, reaching 495 USD per ton, which represents a 198% increase compared to the beginning of the year and over 200% year-on-year [7]. - The current sulfur price at Chinese ports is approximately 520-521 USD per ton, equivalent to about 4258-4266 RMB per ton [7]. Group 2: Demand Drivers - The increase in sulfur prices is attributed to two main factors: the rise of the new energy market leading to greater demand and the rigid demand from traditional agriculture [8]. - Global supply constraints due to geopolitical events have intensified the situation, with the new energy market having strong bargaining power for sulfur, particularly in China where procurement is relatively chaotic [8]. Group 3: Impact on Lithium Iron Phosphate Production - Sulfur plays a crucial role in the production of lithium iron phosphate, acting as an intermediary in the manufacturing process [9][10]. - The production of one ton of lithium iron phosphate requires over 200 pounds of sulfur, and with the expected increase in LFP shipments, sulfur demand is projected to rise significantly [10]. - The average market price for industrial-grade monoammonium phosphate, a key input, is currently around 6500-6550 RMB per ton, reflecting a 14% increase from 2024 [10]. Group 4: Cost Transmission Mechanism - The rise in sulfur prices is expected to increase the production costs of sulfuric acid, which may subsequently affect the production costs of lithium iron phosphate precursors [11]. - At the current price of 4000 RMB per ton, the cost of 200 pounds of sulfur is approximately 800 RMB, which has tripled compared to last year, adding significant costs during a period of high demand for lithium iron phosphate [11]. Group 5: Future Demand Projections - The demand for sulfur from lithium iron phosphate has increased from 5% of global sulfur consumption three years ago to 15% this year, indicating a growing trend [11]. - With advancements in solid-state battery technology, the demand for sulfur is expected to rise further, as new production methods for lithium sulfide will require high-purity sulfur [11]. Group 6: Market Dynamics and Supply Constraints - The sulfur bull market began in the second half of 2024, with prices tripling over a year and a half [14]. - Domestic sulfur production has decreased, with a reported drop of approximately 57,000 tons month-on-month, leading to a continued tight supply situation expected to last into the first half of next year [14]. - Global sulfur production is unevenly distributed, with major producers like Indonesia, the Middle East, and Russia facing supply challenges due to geopolitical issues [15]. Group 7: Beneficiaries of Price Increases - Traditional oil and chemical companies, such as Sinopec and PetroChina, are likely to benefit the most from rising sulfur prices, as they have stable production capacities [15]. - Companies with sulfur or sulfuric acid resources will have a higher risk resistance, while those reliant on external purchases may face significant pressure, particularly smaller enterprises [15].

Core Insights - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Qidian Research 10th Anniversary Celebration will be held on December 18-19 in Shenzhen, focusing on over 35 hot topics in lithium batteries and energy storage [2] - The event will feature five specialized sessions discussing core issues such as lithium battery technology, materials, equipment, commercial energy storage, portable storage, and household storage [2] Event Sponsorship and Participation - Bluejing New Energy (Jiaxing) Co., Ltd. will be the exclusive sponsor for the photo wall at this year's conference, highlighting its support for the event [3] - Industry professionals are encouraged to register for participation and on-site networking [3] Company Overview - Bluejing New Energy was established in 2021 and is located in Jiaxing, Zhejiang Province, recognized as a national high-tech enterprise [5] - The company focuses on the development, production, and sales of "non-flammable, fast-charging, and high investment efficiency" full-tab cylindrical power and energy storage batteries, targeting applications in automotive power, various energy storage solutions, and emerging scenarios like low-altitude flying vehicles and intelligent robots [5] Keynote Speakers - Notable speakers at the conference include: - Ma Jinpeng, President of New Energy Storage Business for China, who will deliver a keynote speech [7] - Liu Shilei, Director of Yiwei Lithium Energy, who will also present [7] - Dr. Guo Chuntai, Chairman of Bluejing New Energy, confirmed to attend and give a speech [7] - Other industry leaders from companies like Haicheng Energy, Guoxuan High-Tech, and more will also present on various topics related to lithium battery technology and energy storage [7]

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、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下1200+，在线直播观看30000+ 赞助单位： 惠州仲恺高新区/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/多氟多/科迈罗/三合一体/果曼钠电等 倒计时9天 宁德时代匈牙利产能被包圆，实质上是中国电池力量的"缩影"。市场认为，随着中国电池企业项目的逐一落地，欧洲电动化放缓的节奏或将 被改写。 起点锂电注意到，作为助推全球能源转型的主要力量之一，宁德时代已在欧洲构建了3大产能基地，产能释放大幅领先其他电池企业。 "未产先订"，宁德时代欧洲产能爆单！ 近日，宁德时代匈 ...

Core Viewpoint - The article highlights the establishment of a new subsidiary by XWANDA Power Technology Co., Ltd. in Shandong, marking a significant expansion in the new energy sector, particularly in lithium battery production and related technologies [3][4]. Group 1: Company Expansion and Investments - XWANDA has established its fifth subsidiary in Shandong, focusing on a comprehensive layout in the new energy sector, including research, manufacturing, and investment [3]. - The total investment in Shandong by XWANDA has reached hundreds of billions, with a focus on the Zaozhuang area, creating a complete ecosystem of "power batteries + energy storage + industrial investment + full industry chain services" [3][6]. - The company has initiated several major projects, including a 50 billion RMB investment in a hybrid power battery project expected to produce 800,000 sets annually, generating an estimated annual output value of 6 billion RMB [3][4]. Group 2: Project Developments and Collaborations - XWANDA's projects in Zaozhuang have led to the establishment of eight upstream and downstream supporting enterprises, enhancing industrial collaboration efficiency [4]. - In 2022, XWANDA partnered with local state-owned enterprises to create a 3 billion RMB fund aimed at supporting the development of the local new energy industry [4]. - The construction of a storage factory and lithium battery recycling project has commenced, with the factory expected to complete by December 2024, forming a complete industrial closed loop from materials to recycling [5][6]. Group 3: Strategic Importance of Zaozhuang - Zaozhuang has become a core area for XWANDA's national strategy, gathering multiple leading enterprises in the lithium battery industry and forming a complete industrial chain from lithium mining to end applications [6]. - The region is transitioning from a traditional energy city to a "Northern Lithium Battery Capital," aiming to create a lithium battery industry cluster worth hundreds of billions [6].

Group 1 - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Qidian Research 10th Anniversary Celebration will be held on December 18-19 in Shenzhen, focusing on over 35 hot topics related to lithium batteries and energy storage [2] - The conference will feature five major sessions discussing core topics such as lithium battery materials, equipment, commercial energy storage, portable energy storage, and safety challenges [2] - Yifei Laser will be a key sponsor of the event, with its Market Director Jin Zhaohai presenting on "Continuous Innovation in Intelligent Equipment Empowering the Industrialization of Cylindrical Batteries" [2] Group 2 - Yifei Laser has established a three-dimensional innovation system driven by "laser technology + intelligent equipment + process application," focusing on precision laser processing technology [3] - The company has developed a range of products in the new energy battery equipment sector, including automatic assembly lines for cylindrical and square battery cells, and smart logistics solutions for battery factories [3] - Yifei Laser collaborates with industry chain enterprises, universities, and research institutions to accelerate the breakthrough and industrial transformation of emerging technologies [3] Group 3 - Notable speakers at the conference include Ma Jinpeng from New Energy Security, Liu Shilei from EVE Energy, and Dr. Guo Chuntai from Blueking New Energy, among others, who will discuss various advancements and trends in the lithium battery industry [6][7] - Topics of discussion will include next-generation battery technologies, manganese-based battery material innovations, and solid-state battery applications in data center UPS systems [7]

Event Overview - The 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 1,200 offline participants and 30,000 online viewers [2]. Company Developments - Recently, Zhongchuang Innovation established a new company, Zhongchuang Innovation Technology (Xinyang) Co., Ltd., with a registered capital of 2.8 billion yuan, in partnership with a state-owned enterprise [2]. - Zhongchuang Innovation has formed several joint ventures with state-owned enterprises, including a company in Handan with a registered capital of 4 billion yuan, focusing on battery sales, recycling, and utilization [3]. - The registered capital of Zhongchuang Innovation's Xiamen company has increased from 2.5 billion yuan to 3.9 billion yuan, marking a 56% increase, as the company prepares for the completion of its lithium battery project with a capacity of 30 GWh [3]. Production and Supply Chain - The frequent establishment of new companies indicates an increase in orders for Zhongchuang Innovation, leading to accelerated expansion. For instance, a new supply agreement with Nord Holdings involves a total supply of 373,000 tons of copper foil over three years, valued at approximately 40 billion yuan [4]. - Zhongchuang Innovation's financial report for the first three quarters of 2025 shows revenue of approximately 28.5 billion yuan, a year-on-year increase of about 50%, and a net profit of approximately 690 million yuan, a year-on-year increase of about 280% [5]. Technological Advancements - Zhongchuang Innovation has showcased a complete marine battery energy storage solution, introducing a second-generation 320Ah marine battery cell with a cycle life exceeding 12,000 times [6]. - The company has developed a series of large storage battery cells with significant attention, featuring safety technologies and high energy density, which are expected to reduce component count and failure rates in traditional storage systems [7]. Market Opportunities - The upcoming years are projected to be favorable for Zhongchuang Innovation and related energy storage battery manufacturers, supported by government policies that promote the scale construction of new energy storage systems, with a target of 180 million kilowatts of installed capacity by 2027 [7].

Core Viewpoint - The successful launch of the "Jiu Xiao · Ling Yun" series semi-solid-state battery production by Husheng Technology Group marks a significant step in the company's full industrial chain layout in the solid-state battery sector, indicating a new phase of industrialization [2][5]. Group 1: Advancements in Technology - Solid-state batteries are recognized as a crucial direction for the transformation of future energy systems, with China increasing its investment in cutting-edge battery technology research and development [5]. - Husheng Technology Group has established a comprehensive service system from product research and trial incubation to large-scale production, with manufacturing bases in Guizhou, Changzhou, and Xuancheng, and R&D centers in Xi'an and Chengdu [5][6]. Group 2: Product Launch and Market Positioning - The newly launched "Jiu Xiao · Ling Yun" series high-energy semi-solid-state batteries feature energy densities of 270Wh/kg, 300Wh/kg, 320Wh/kg, and 350Wh/kg, targeting high-end markets such as industrial drones, smart robots, and high-end electric motorcycles [9]. - The company has already signed contracts with over ten clients, covering key regions including the Yangtze River Delta, Pearl River Delta, and Beijing-Tianjin-Hebei [9]. Group 3: Competitive Advantages - Husheng's core competitiveness lies in its self-controlled technology system, with key processes and equipment developed in-house, ensuring consistency and stability of critical materials [12]. - The self-developed I-Neuron® intelligent control system enhances digital and precise management throughout the production process, contributing to breakthroughs in battery energy density and safety [12]. Group 4: Future Plans - Husheng Technology Group plans to establish a 10GWh annual production line for semi-solid-state batteries by 2026, focusing on larger-scale markets for energy storage and power batteries [14]. - The company aims to become a global leader in solid-state battery technology, contributing to China's energy transition and global energy transformation [14].