Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [1][4] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new materials, processes, technologies, and the evolving industry landscape [1][4] Event Structure - The event includes a main conference and a user-side energy storage and battery technology forum, featuring various specialized sessions [1][4][6] - Key topics include advancements in cylindrical battery technology, battery innovation, new materials, and applications in energy storage [4][6][8] Key Participants - The event will host numerous industry leaders and experts, including representatives from major companies such as CATL, BYD, and BASF, among others [3][10] - Sponsorship and speaking opportunities are provided by various companies, indicating strong industry support and engagement [1][3] Awards and Recognition - The Lithium Battery Golden Ding Award aims to recognize outstanding brands and contributions to the new energy battery industry, promoting innovation and sustainable development [17] - The award ceremony will take place on December 19, 2025, during the evening banquet [18] Registration and Participation - Registration for the event is priced at 2888 RMB per person, which includes access to the conference, meals, and industry white papers [18]

Core Viewpoint - The article discusses the strategic investment by the leading lithium battery material company, Dofluorid, to enhance its subsidiary, Guangxi Ningfu New Energy Technology Co., Ltd., aiming to accelerate the development of its new energy battery business and improve financial stability [4][5]. Group 1: Investment and Financial Strategy - Dofluorid plans to increase its investment in Guangxi Ningfu by 1 billion yuan, raising its registered capital from 2.625 billion yuan to 3.459 billion yuan, which will increase Dofluorid's ownership from 70.2916% to 77.4494% [3][4]. - The investment is intended to support the rapid development of the new energy battery sector, aligning with the company's strategic direction [4]. - Dofluorid also announced a guarantee of 1 billion yuan for Guangxi Ningfu in 2025 to ensure project construction and operational needs [4]. Group 2: Production Capacity and Market Position - By the end of 2025, Dofluorid plans to establish a production capacity of 22 GWh in its lithium battery segment, with further increases to 30 GWh in Q1 2026 and approximately 50 GWh by the end of 2026 [6]. - The company expects to ship around 10 GWh of batteries in 2025, with a target of 30 GWh in 2026, indicating a significant growth trajectory [6]. - Dofluorid's product focus is on large cylindrical batteries, with a notable market share in the power sector (40%-50%) and a growing presence in the energy storage market [6][7]. Group 3: Technological Advancements and Competitive Edge - Dofluorid has introduced innovative products in the large cylindrical battery segment, including the "Fluor Core" series, which features advanced safety and efficiency technologies [7]. - The company has achieved a monthly shipment of over 10 million units, corresponding to an installation scale exceeding 1 GWh, showcasing its competitive strength [7]. - Dofluorid is also investing in cutting-edge technologies such as solid-state and sodium-ion batteries, laying a foundation for long-term growth [7]. Group 4: Market Trends and Future Outlook - The global demand for new energy solutions is expected to continue rising, and Dofluorid is positioned to strengthen its industry leadership in large cylindrical batteries across various applications [8].

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） 倒计时4天 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 等 12月10日，Green Energy Origin（以下简称"GEO"）宣布完成1.1亿美元的B轮融资。本轮融资由全球投资机构BlueCrest C ...

Core Insights - The article discusses the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, highlighting the event's theme of "New Cycle, New Technology, New Ecology" and its scheduled dates of December 18-19, 2025, in Shenzhen [2]. Group 1: Event Details - The event will be hosted by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, with various sponsors and speakers from leading companies in the lithium battery and energy storage sectors [2]. - The conference aims to address advancements in lithium battery technology and user-side energy storage solutions, reflecting the industry's evolving landscape [2]. Group 2: Industry Statistics - According to SPIR, from January to September 2025, the shipment of carbon nanotube conductive slurry in China exceeded 170,000 tons, marking a 26% year-on-year increase. This growth is attributed to the rising penetration of electric vehicles and the increasing performance requirements of new battery materials [2]. - The top 10 companies in terms of shipment volume for the same period include Tian Nai Technology, San Shun Nano, Qujing Feimo, and others, indicating a competitive landscape in the carbon nanotube conductive agent market [3]. Group 3: Research Institute Overview - Qidian Research Institute SPIR specializes in the new energy and new materials industry chain, with over 15 years of research experience. It provides various services, including databases, industry white papers, and customized market research reports [5]. - The institute has served prominent global companies such as Samsung, LG, and CATL, showcasing its credibility and expertise in the field [5].

Core Viewpoint - The lithium battery industry is experiencing a high growth trend, but many related projects are facing delays and adjustments due to changes in the internal and external environment [2][8][13]. Group 1: Event Announcement - The 2025 (10th) Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, at the Venus Hall, Shenzhen [2]. - The event is organized by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute, celebrating the 10th anniversary of Qidian Research [2]. Group 2: Company Updates - Kaisheng New Materials announced a delay in the implementation of its public offering of convertible bonds for a new lithium salt project, which was initially planned to produce 10,000 tons per year [3][8]. - The company raised a total of 650 million yuan (approximately 6.5 billion yuan) through the issuance of convertible bonds, with a net amount of 637.9 million yuan after deducting issuance costs [4]. - As of November 30, the new lithium salt project had not commenced construction, and only 100 million yuan had been allocated to supplement working capital [5][6]. Group 3: Financial Performance - For the first three quarters of 2025, Kaisheng New Materials reported a revenue of 774 million yuan, representing a year-on-year increase of 11.22%, and a net profit attributable to shareholders of 116 million yuan, up 121.56% year-on-year [9]. Group 4: Industry Trends - Other companies in the lithium battery supply chain, such as Tianci Materials and Mingguan New Materials, have also announced project delays, indicating a broader trend of cautious project management in the industry [13][14]. - The adjustments are attributed to rapid technological updates in lithium battery technology and the need to avoid overcapacity, suggesting a shift towards more mature and prudent business strategies [15].

Core Viewpoint - The 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony will be held on December 18-19, 2025, in Shenzhen, focusing on "New Cycle, New Technology, New Ecology" with discussions on over 35 hot topics in the lithium battery sector [2][3]. Group 1: Event Details - The conference will include five major sessions that will deeply explore core topics such as lithium batteries, materials, equipment, commercial energy storage, portable storage, household storage, and AIDC storage batteries [2]. - The event will feature a range of distinguished speakers, including industry leaders from companies like New Energy Safety, EVE Energy, and Blue King New Energy, who will present on various topics related to the future of lithium batteries and energy storage technologies [3][4]. Group 2: Keynote Speakers and Topics - Notable speakers include Dr. Guo Chuntai, Chairman of Blue King New Energy, who will deliver a keynote address, and other industry experts discussing advancements in battery technology and market trends [4][5]. - Specific topics of discussion will include the restructuring of household storage technology, the future development trends of small power lithium batteries, and innovations in high-voltage electrolyte solutions [4][5]. Group 3: Awards and Recognition - The 2025 Lithium Battery Golden Tripod Award will recognize outstanding contributions in the industry, with several companies already nominated, including New Energy Safety, EVE Energy, and others [5]. - The award aims to highlight innovations and advancements in lithium battery technology and applications, showcasing the industry's growth and evolution over the past decade [5]. Group 4: Supporting Organizations - Numerous organizations are supporting the event, including China CRRC, Anker Innovations, and EcoFlow, indicating strong industry backing and collaboration [6]. - The event is expected to foster networking opportunities and discussions on the future of energy storage and lithium battery technologies [6].

Group 1: Event Overview - The 2025 (10th) Starting Point Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen [2] - The event will focus on themes of new cycles, new technologies, and new ecosystems in the lithium battery sector [2] Group 2: Company Performance - Aotewei, established in February 2010 and listed on the Shanghai Stock Exchange in May 2020, is a leading high-end intelligent equipment manufacturer serving the photovoltaic, lithium battery, and semiconductor sectors [3] - In the first half of 2025, Aotewei reported a revenue of 3.379 billion yuan, a year-on-year decline of 23.57%, and a net profit of 308 million yuan, down 59.54% [3] - The revenue from photovoltaic equipment accounted for 78.87% of total revenue, while lithium battery equipment contributed only 5.20% [3] Group 3: Order Trends - As of June 30, 2025, Aotewei's order backlog was 10.569 billion yuan, a decrease of 26.32% year-on-year [4] - However, orders in the lithium battery and semiconductor sectors are beginning to grow, with semiconductor equipment orders exceeding 90 million yuan in the first half of 2025 [4] - Aotewei signed a procurement contract worth approximately 700 million yuan for equipment sales, expected to positively impact 2026 performance [4] Group 4: Market Outlook - The market anticipates a rapid growth in Aotewei's lithium battery storage business over the next 1-2 years, driven by increasing demand from leading customers [5]

Core Viewpoint - The article discusses the ongoing competition among various companies to acquire control of the Shanshan Group, particularly in the context of its restructuring process, highlighting the strategic interests of different players in the lithium battery supply chain [4][20]. Group 1: Participants in the Restructuring - China Baoan and Bettery have announced their intention to participate in the restructuring of Shanshan Group, with China Baoan submitting a guarantee deposit of 50 million yuan and initiating due diligence [6]. - Hunan Salt Industry Group has also registered as an interested investor, completing a 50 million yuan guarantee deposit [7]. - Fangda Carbon has expressed its interest in the restructuring, with market speculation suggesting a strategic move into negative electrode materials, leading to a significant increase in its stock price [10]. Group 2: Strategic Intentions - Hunan Salt Industry Group aims to integrate capital with its industrial operations to enhance its presence in the new energy materials sector, leveraging its extensive salt resources [9][15]. - Fangda Carbon's participation is seen as a way to stabilize its supply chain in the negative electrode industry, although it faces financial challenges, including high debt levels [17][18]. - The consortium formed by Xinyangzi Trading, TCL Industrial Investment, and Dongfang Asset Management plans to acquire a 23.36% stake in Shanshan but faced legal challenges that have complicated their restructuring efforts [11]. Group 3: Competitive Analysis - Bettery and Shanshan are leading players in the global negative electrode materials market, with Bettery reporting a revenue of 7.838 billion yuan and a net profit of 479 million yuan in the first half of 2025, indicating strong growth [13]. - Hunan Salt Industry Group's acquisition of Shanshan is viewed as a critical step in its strategic transformation, aiming to create a dual-driven growth model by integrating salt and new energy sectors [16]. - Fangda Carbon's business model focuses on carbon-based products, and its success in acquiring Shanshan would depend on overcoming significant operational and financial hurdles [18].

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [1][4] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new materials, processes, technologies, and the evolving industry landscape [1][4] Event Structure - The event will include various sessions, such as the main conference, specialized forums on user-side energy storage and battery technology, and a closed-door dinner for invited guests [4][6] - Key topics will cover the release of global lithium battery industry white papers, advancements in cylindrical battery technology, and innovations in battery materials and processes [4][7][8] Key Participants - The event will feature numerous sponsors and speakers from leading companies in the lithium battery and energy storage sectors, including major players like CATL, BYD, and BASF [3][10] - A list of invited companies includes industry leaders and experts, ensuring a comprehensive representation of the lithium battery ecosystem [3][10] Awards and Recognition - The Golden Ding Award aims to recognize outstanding brands in the new energy battery industry, promoting innovation and sustainable development within the sector [17] - The award ceremony will take place on December 19, 2025, during the evening banquet, highlighting significant contributions to the industry [17][18] Registration and Participation - Registration for the event is priced at 2888 RMB per person, which includes access to two days of conference sessions, meals, and copies of the global lithium battery and user-side energy storage industry white papers [18]

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 等 倒计时5天 12月11日，SK Innovation公告称，旗下电池部门SK On与福特公司已达成共识，终止美国合资架构，双方将各自独立持有并运营BlueOval ...