Core Viewpoint - The article highlights the upcoming 2025 Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, emphasizing the importance of new technologies and collaborative ecosystems in the battery industry [2]. Event Details - The event will take place on November 8, 2025, at the Guangzhou Nansha International Convention Center, with related exhibitions occurring from November 6 to 8 [2]. - BASF Shanshan Battery Materials Co., Ltd. will participate, with Dr. Xia Xin, the CTO, delivering a speech on the challenges and solutions in developing solid-state battery cathode materials [2]. Guest Profile - Dr. Xia Xin has over ten years of research experience in new energy and secondary battery systems, with expertise in lithium-ion battery materials and electrolytes [5]. - He has published 18 papers in authoritative international journals and holds 18 international patents and over 30 domestic patents [5]. - Dr. Xia graduated with a master's degree from the Chinese Academy of Sciences and obtained his Ph.D. in Canada, working under notable figures in the battery materials field [5]. Company Overview - BASF Shanshan is a joint venture established in 2021, with BASF holding a 51% stake and Shanshan holding 49% [7]. - The company specializes in the research and production of battery cathode materials, including various types of lithium and sodium battery materials, with an annual production capacity of approximately 100,000 tons [7]. - BASF Shanshan has a comprehensive industrial chain that includes raw materials, precursor materials, and battery recycling initiatives [7]. Research and Development - The company boasts a leading research and development center for battery materials, which is the only one of its kind for BASF in China [8]. - The research institute collaborates with academic institutions and leverages global resources to innovate and commercialize new products [8]. - BASF Shanshan aims to create new chemical functions for cathode materials while pursuing sustainable development [8].

Group 1 - The 2025 Solid-State Battery Industry Annual Conference and Golden Ding Award Ceremony will be held on November 8, 2025, focusing on new technologies and building a new ecosystem [1][10] - Zhejiang Fengli New Energy Technology Co., Ltd. will participate in the conference, with Dr. Li Yuxiang presenting on the research and industrialization progress of key materials for solid-state batteries [2][8] - The event will take place at the Guangzhou Nansha International Convention and Exhibition Center, alongside the CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition from November 6-8 [4][9] Group 2 - Jiangxi Ganfeng Lithium Co., Ltd., established in 2000, is the first A+H listed company in China's lithium industry, with a comprehensive lithium industry chain and significant production capacity in lithium compounds and lithium metal [8] - Zhejiang Fengli, a subsidiary of Ganfeng Group, focuses on solid-state battery and key material research, having established China's first semi-solid battery pilot production line in 2019 and developed a high-energy battery for low-altitude aircraft in 2023 [8]

CINE2025固态电池展 CINE2025钠电展 一、展会论坛活动组织架构 展会论坛活动名称： CINE固态电池展 CINE钠电展 同期论坛： 2025起点钠电年会暨钠电金鼎奖颁奖典礼（2025年11月6日-7日） 2025起点固态电池年会暨固态电池金鼎奖颁奖典礼（2025年11月8日） NA+钠电产业联盟 SSBA固态电池联盟 第一批展商 / 赞助商 /演讲企业 名单： 金钠科技/茹天科技/海四达钠星/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/科达新能源/时 代思康/富钠能源/极电特能/华普森/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/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子/孚悦科技/珈钠能源/天 能钠电/鑫钠新材料/同兴科技/黔钠科技/维科技术/鑫晟达/新威/容钠新能源/科路得新能源/华迈智能/猛狮新能源/绿捷环境/钠美科技/柏励司/中科固 能/国联动力/金龙羽/诺达智慧/天石科丰/有研广东院/ ...

暨固态电池金鼎奖颁奖典礼 时间： 2025年11月8日 地点：广州 一 活动组织架构 论坛规模： 1000+ 总冠名单位： 茹天科技 第一批演讲 /赞助 / 参展 /参会 企业 名单： 赣锋锂业/融捷能源/国联动力/茹天科技/中科固能 /固态离子能源/巴斯夫杉杉/天石科丰/有研广东院/博粤新 材/清研电子/海裕百特/先导智能/鑫晟达/科达制造/诩辰科技/索里德/伊特克斯/锐捷智能/清华大学深圳院/中科院合肥物质科学研究院/瑞富特/瑞森新材料/ 泰和科技/金钠科技/海四达钠星/易事特钠电/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/时代思康/富钠能源/极电特能/华普森/亮见 钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/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/苏州翼动新能/亿隆能源/钠创新能源/ 凯德利/长篙新材/孚悦科技/珈钠能源/天能钠电/鑫钠新材料/同兴科技/黔钠科技/维科技术/新威/容钠新能源/柏励司/钠美新能源/科路得新能源/华迈智能/猛 狮新能源/绿捷环境/厦门前驱新材料/佰思格银川苏银产业园/巴中经开区等 同期 展会 及论坛： 2025 起点固 ...

Core Viewpoint - The recent notification from the Michigan Economic Development Corporation (MEDC) indicates that Guoxuan High-Tech's $2.4 billion electric vehicle battery factory project in Mecosta County has defaulted due to failure to meet investment and construction milestones [1][2]. Group 1: Project Details - Guoxuan High-Tech announced the Green Town project in 2022, intending to build a lithium iron phosphate battery component factory with a planned production start in 2026 [2]. - The company has stated that construction was halted due to a lack of consensus with local government on policy issues, and the planned capacity in Morocco will cover the production originally intended for Michigan [2][4]. Group 2: Overseas Investments - In December 2022, Guoxuan High-Tech announced two major overseas investment projects totaling over €2.5 billion, equivalent to approximately ¥190 billion, including a €1.28 billion project in Morocco and a €1.23 billion project in Slovakia [4]. - The Morocco project, which started construction in May 2023, aims for an initial capacity of 20 GWh, expected to be operational by Q3 2026, with plans to expand to 40 GWh [4]. Group 3: Global Expansion and Financial Performance - Guoxuan High-Tech is expanding its global footprint with factories in Germany, Vietnam, and Slovakia, covering various stages of the lithium battery supply chain [5]. - The company's overseas revenue has been increasing, with a reported revenue of ¥19.394 billion in the first half of 2025, a year-on-year increase of 15.48%, and overseas revenue reaching ¥6.4 billion, accounting for 33% of total revenue [5]. - Predictions indicate that by 2025, Guoxuan High-Tech's global market share in energy storage will significantly increase, with overseas revenue potentially exceeding 40% [5].

Core Viewpoint - The article highlights the rapid development of China's lithium battery industry, emphasizing the successful domestic replacement of foreign monopolies, particularly in the production of key components like cathode rollers, which are crucial for copper foil manufacturing [1]. Group 1: Industry Development - Over the past two decades, China's lithium battery sector has evolved from non-existence to a leading global position, with many high-quality industry leaders emerging [1]. - The domestic production of cathode rollers has surpassed 90% due to technological advancements, breaking the long-standing Japanese monopoly [1][5]. - Xi'an Aerospace New Energy Equipment Technology Co., Ltd. has become a key player in this field, recognized as an "invisible leader" in domestic equipment manufacturing [1]. Group 2: Technological Advancements - The quality of cathode rollers significantly impacts the quality of copper foil, affecting key indicators such as thickness uniformity and mechanical properties [5]. - Xi'an Aerospace New Energy has developed a 2.7-meter cathode roller that has set new domestic standards, with subsequent innovations leading to a 36% increase in production efficiency with a 3.6-meter roller [6][10]. - The company has delivered over 2,100 cathode rollers in the past five years, maintaining the highest domestic market share [10]. Group 3: Addressing Industry Challenges - The production of ultra-thin copper foil requires cathode rollers with extremely low surface roughness and uniform grain size, which has been a challenge for domestic manufacturers [13][14]. - Xi'an Aerospace New Energy has focused on solving these issues through advanced manufacturing techniques and collaborations with research institutions [14][15]. - The company has developed new technologies that enhance the quality and performance of its products, addressing critical pain points in the industry [15]. Group 4: Global Market Expansion - The demand for high-end electrolytic copper foil is expected to grow, driven by emerging industries such as 5G, AI, and new energy vehicles [17]. - Chinese copper foil manufacturers are accelerating overseas expansion and setting international testing standards, necessitating upgrades in equipment technology [19]. - Xi'an Aerospace New Energy has successfully entered international markets, securing orders from countries like South Korea and Hungary, showcasing its technological prowess [20].

Core Viewpoints - The solid-state battery industry is experiencing significant growth, with various companies reporting positive revenue and profit trends in the first half of 2025, driven by increasing demand for electric vehicles and energy storage solutions [3][5][63]. Group 1: Revenue and Profitability Analysis - The lithium battery cathode companies showed a notable improvement in revenue and gross profit margins in the first half of 2025, with most companies reporting positive year-on-year growth [3]. - Among the companies, Andar Technology had the highest revenue growth rate at 126.80%, followed by Wanrun New Energy at 50.49% [3][4]. - The leading cathode material company, Rongbai Technology, experienced a slight increase in gross margin, while other leaders like Dangsheng Technology and Huayou Cobalt saw minor declines [3][4]. - The highest gross margin was reported by Bettery at 22.60%, while Fengyuan shares reported the lowest at -18.13% [3][4]. Group 2: Shipment Volume Analysis - In the first half of 2025, the shipment volume of lithium battery cathodes showed positive growth, with Hunan Youneng, a leader in lithium iron phosphate, achieving a shipment volume of 480,800 tons, a year-on-year increase of 55.38% [5][63]. - Rongbai Technology shipped 50,000 tons of ternary cathodes, while Xiamen Tungsten New Energy shipped 60,700 tons of lithium cobalt oxide, marking a 35.50% year-on-year increase [5][37]. Group 3: Company-Specific Performance - Rongbai Technology reported a revenue of 62.48 billion yuan in the first half of 2025, a decrease of 9.28% year-on-year, with a net profit of -0.68 billion yuan, reflecting a significant decline of 765.45% [8]. - Dangsheng Technology achieved a revenue of 44.32 billion yuan, a year-on-year increase of 25.17%, with a net profit of 3.11 billion yuan, up 8.47% [13][14]. - Huayou Cobalt reported a revenue of 300.05 billion yuan, a 23.78% increase, and a net profit of 27.11 billion yuan, up 62.26% [17][18]. - Wanrun New Energy's revenue reached 44.36 billion yuan, with a remarkable year-on-year growth of 90.23% [5]. - Xiamen Tungsten New Energy reported a revenue of 75.34 billion yuan, a year-on-year increase of 18.04%, with a net profit of 3.07 billion yuan, up 27.76% [38]. - Bettery achieved a revenue of 78.38 billion yuan, an 11.36% increase, but its net profit decreased by 2.88% to 4.79 billion yuan [43][44]. - Hunan Youneng's revenue was 143.6 billion yuan, a 33.17% increase, with a net profit of 3.05 billion yuan, down 21.59% [63][64].

Event Overview - The 2025 Solid-State Battery Industry Conference and the Golden Ding Award Ceremony will take place on November 8, 2025, in Guangzhou [4] - The event aims to focus on new technologies and build a new ecosystem in the solid-state battery industry [4] Forum Scale and Participants - The forum is expected to host over 1000 participants [2] - Major sponsors include RuTian Technology, with notable participating companies such as Ganfeng Lithium, Rongjie Energy, and BASF Shanshan [2] Agenda Highlights - The event will feature a series of presentations and discussions on advancements in solid-state battery technology, including the release of a global industry white paper [5] - Key topics include the development of sulfide electrolytes, polymer-based solid-state lithium-ion batteries, and the application of silicon-based anode materials [5] Registration and Participation - Registration fees for attending the conference are set at 1688 RMB per person, which includes access to the event, lunch, and an award dinner ticket [9] - Various exhibition options are available, ranging from standard booths to custom-designed spaces, with prices starting from 15,000 RMB for a 9 square meter standard booth [9]

Group 1 - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, at the Guangzhou Nansha International Convention Center, with concurrent events including the CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition from November 6-8 [2] - Dongguan Xinshi Intelligent Equipment Co., Ltd. will serve as a diamond sponsor for the event, and its strategic advisor, Shao Wenyu, will deliver a speech on "Trends and Innovation Opportunities in the Solid-State Battery Industry" [2] - The company, founded in 2019, is a national high-tech enterprise and specializes in providing one-stop solutions and intelligent equipment for battery production, focusing on safety and innovation in battery manufacturing [2] Group 2 - The latest agenda for the solid-state battery conference includes participation from major industry players such as CATL, BYD, Ganfeng, and others, indicating a strong interest and collaboration within the solid-state battery sector [6]

Core Viewpoint - The solid-state battery industry is experiencing significant growth, with a focus on new technologies and ecosystem development, highlighted by the upcoming 2025 Solid-State Battery Industry Conference and Awards Ceremony in Guangzhou [4]. Industry Overview - The solid-state battery industry is set to gather over 1,000 participants at the conference, indicating strong interest and investment in this sector [4]. - The event will feature concurrent exhibitions and conferences, showcasing advancements in both solid-state and sodium battery technologies [4]. Company Performance - Hunan Youneng, a leading company in the lithium iron phosphate (LFP) sector, reported a revenue of 23.226 billion yuan for the first three quarters of the year, marking a 46.27% year-on-year increase [5]. - In Q3 alone, the company achieved a revenue of 8.868 billion yuan, a 73.97% increase year-on-year, with net profit reaching 340 million yuan, up 235.31% [6]. - The company's Q3 net profit surpassed the total for the first half of the year, driven by rising iron-lithium prices and a shortage of high-density product capacity [6]. Market Dynamics - The demand for energy storage has exceeded expectations, leading to improved supply-demand dynamics and sustained price increases for products [7]. - The utilization rate of LFP production capacity approached full capacity, reaching 73.46% in September, indicating a thriving industry environment [7]. - Major companies have begun raising prices due to increased demand, with LFP market prices reaching 34,800 yuan per ton as of October 28 [7]. Product Development - Hunan Youneng's LFP product shipments reached 784,900 tons in the first three quarters, a 64.86% increase year-on-year, with Q3 shipments alone at approximately 304,000 tons, up 82% [7]. - The company is focusing on high-density LFP products, which accounted for 40% of sales in the first half of the year, with expectations to increase this share to over 60% [8]. - A new research institute has been established to enhance collaboration on high-density LFP technology, which is expected to drive further demand [8]. Expansion Plans - Hunan Youneng is advancing multiple expansion projects, with new production capacities planned for its facilities in Hunan, Guizhou, and Sichuan, expected to come online between 2025 and 2026 [9]. - The company is also pursuing international market opportunities, including projects in Spain and Malaysia, which will help expand its global market share and profitability [9].