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 活动背景及意义 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，规模每年超过1000+参会嘉宾，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： ...

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 [2] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around the new industry cycle, new materials, new processes, new technologies, and the evolving industrial landscape [2][3] Event Scale and Participation - The event is expected to attract over 1200 offline participants and 30,000 online viewers, making it the largest annual conference in the industry [4] - There will be nine specialized forums featuring over 60 prominent speakers discussing core issues, technological breakthroughs, safety challenges, and value chain restructuring [4] Awards and Recognition - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4][11] - The awards will include various categories such as technology innovation in lithium battery cells, energy storage, and materials [12] Industry Engagement - The event will feature participation from leading companies in the lithium battery sector, including major players like CATL, Samsung SDI, and BASF, among others [2][4] - A special session for the 2025 China New Energy Entrepreneurs Club will facilitate direct engagement between corporate leaders [4] Technical Discussions - The conference will cover a wide range of topics, including advancements in high-energy and high-power battery technologies, smart manufacturing equipment, and the development of solid-state batteries [7][8][9] - Specific sessions will address user-side energy storage applications, portable storage technologies, and the implications of new national standards [8][9] Networking Opportunities - The event will provide a platform for industry professionals to network, share insights, and explore collaborative opportunities for future development [2][4]

Group 1 - The article discusses the upcoming 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, which will be held on December 18-19 in Shenzhen, focusing on the new future of the lithium battery cycle with over 50 hot topics and 1200+ industry representatives [2] - Shanghai Pylon Energy Technology Co., Ltd. will be a key sponsor for the event, supporting the conference as a mineral water sponsor [2] Group 2 - Pylon Technology (stock code: 688063) was established in 2009 and became the first listed company in China focusing on energy storage as its main business in 2020 [4] - The company is headquartered in Shanghai, with major R&D and manufacturing centers in Jiangsu and Anhui, and has 8 overseas branches, covering over 90 countries and regions globally [6] Group 3 - The main product is a 5MWh liquid-cooled container energy storage system, which features multiple safety protection measures, standardized dual scheme design, digital operation management, and modular applications for various scenarios [7][8] - The product advantages include intelligent battery management, IP67 protection design, automatic fire extinguishing systems, and a design life of over 15 years [8][9]

Core Viewpoint - The article highlights the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, focusing on new cycles, technologies, and ecosystems in the lithium battery sector, scheduled for December 18-19 in Shenzhen [2]. Group 1: Event Details - The conference will feature six specialized sessions covering over 50 hot topics, with more than 1200 representatives from the lithium battery industry expected to attend [2]. - Fujian Xianchen Zhixiang Technology Co., Ltd. will be a key sponsor, showcasing its latest technology products at booth A07 [2]. Group 2: Company Overview - Fujian Xianchen Zhixiang Technology Co., Ltd. specializes in recyclable packaging solutions and shared rental services for lithium batteries, emerging as a leading enterprise in this field [2]. - The company has established a comprehensive operational network with factories in cities like Ningde, Xiamen, and Tianjin, providing maintenance and logistics services for 400,000 reusable containers nationwide [4]. Group 3: Business Philosophy and Achievements - The company adheres to the principle of "honesty and integrity," achieving multiple intellectual property rights and patents over nearly 30 years [5]. - It has developed a professional operational service team and possesses strong capabilities in planning and product innovation, supported by advanced manufacturing facilities and a robust quality assurance system [5]. Group 4: Product and Service Model - The company offers a comprehensive service model for reusable packaging, including design, production, operation, recycling, cleaning, maintenance, and storage [6]. - Key advantages of the service include high usability covering 95% of packaging types, demand-based material requests, and minimal storage requirements [7].

Core Insights - The article highlights the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, scheduled for December 18-19, 2025, in Shenzhen, focusing on new cycles, technologies, and ecosystems in the lithium battery sector [2]. Event Details - The event will be held at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 1,200 participants and an online viewership of 30,000 [2]. - The event is organized by various entities including Qidian Lithium Battery, Qidian Solid-State Battery, Qidian Energy Storage, and Qidian Research Institute SPIR [2]. Sponsorship and Participation - A list of first batch sponsors and speakers includes companies such as Hecel Energy, Rongjie Energy, Ruipu Lanjun, and many others, indicating strong industry participation [2]. - The event aims to foster collaboration and innovation within the lithium battery and energy storage sectors [2]. Market Trends - The price of Vinylene Carbonate (VC), a key additive in electrolyte solutions, has seen significant fluctuations, currently exceeding 250,000 yuan per ton, reflecting the volatile nature of the market [3]. - The article mentions that Huasheng Lithium Battery has a production capacity of 14,000 tons per year for VC and FEC products, emphasizing the company's advanced production capabilities and market adaptability [2][3].

Core Viewpoint - The article discusses the aggressive expansion of LG Energy Solution in the North American energy storage market, driven by a surge in demand for energy storage solutions, particularly lithium iron phosphate (LFP) batteries, as the company aims to increase its production capacity significantly to meet this demand [3][4][6]. Group 1: LG Energy Solution's Expansion Strategy - LG Energy Solution plans to increase its total production capacity to 50 GWh in North America, exceeding its initial target of 30 GWh, with 80% of this capacity located in North America [3][4]. - The company is focusing on LFP batteries, with a new factory in Lansing, Michigan, set to begin operations by the end of the year, and additional production facilities in Holland, Michigan, and Canada [6][7]. - As of Q3 this year, LG Energy Solution has over 120 GWh of unfulfilled energy storage orders, including a significant $4.3 billion LFP battery supply project, believed to be for Tesla [6][7]. Group 2: Market Dynamics and Opportunities - The surge in overseas energy storage demand, particularly in North America, Southeast Asia, and the Middle East, is driving a new cycle in the lithium battery industry [6]. - The rise of AI data centers is expected to create a new wave of demand for energy storage solutions, as these centers require substantial power supply, leading to increased opportunities for domestic companies to expand internationally [6][11]. - The article highlights that the Korean battery giants, including LG, Samsung SDI, and SK On, are pivoting towards energy storage solutions in response to market demands, with Samsung also planning to convert its joint venture factory with Stellantis to focus on energy storage systems [9][10]. Group 3: Competitive Landscape - LG Energy Solution is positioning itself as a fast-reacting player in the overseas battery market, with plans to start LFP battery production in Nanjing in 2024, creating a collaborative production network across China, the U.S., and South Korea [8]. - The article notes that while LG is making significant strides, it faces strong competition from local players in South Korea, such as Samsung SDI, which has captured a large share of recent energy storage project bids [8][10]. - The shift towards LFP batteries is seen as a necessary response to the safety concerns associated with traditional ternary batteries, which have faced issues like thermal runaway [11].

Core Viewpoint - The article highlights the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, emphasizing the growth in lithium iron phosphate (LFP) production capacity and the increasing demand for energy storage solutions [2]. Group 1: Event Details - The 2025 Lithium Battery Industry Annual Conference will take place on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 1,200 in-person participants and 30,000 online viewers [2]. - The event is organized by Qidian Lithium Battery, Qidian Solid-State Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, marking the 10th anniversary of Qidian Research [2]. Group 2: Industry Developments - Recent developments indicate a significant acceleration in the expansion of LFP production capacity, with four major projects expected to add nearly one million tons of new high-performance product capacity to the LFP sector [2]. - In Anhui, Chizhou Yinzhu Technology Co., Ltd. is set to produce 500 tons of lithium battery cathode material and 1,500 tons of ultra-high rate LFP materials [3]. - Shanxi Pengbo New Materials Co., Ltd. is progressing with a project to produce 100,000 tons of high-performance lithium-ion cathode materials, with an expected capacity of 10,000 tons of LFP per year upon completion [3]. - Sichuan Fulian New Materials is conducting a second public review for a project that will produce 350,000 tons of new energy lithium battery cathode materials [4]. - Leshan Xinneng New Materials Technology Co., Ltd. has announced a project for 400,000 tons of cathode materials, with construction planned in two phases [5][6]. Group 3: Strategic Partnerships - Jiangxi Shenghua, a subsidiary of Sichuan Fulian New Materials, is utilizing ferrous oxalate technology for LFP production and is currently a supplier for CATL. CATL plans to invest 2.56 billion yuan to increase its stake in Jiangxi Shenghua to 51% [5]. - Sichuan Xiexin Lithium Battery Technology Co., Ltd. has achieved stable production of fourth-generation semi-LFP materials with a powder density of 2.65 g/cm³ as of August 2023 [7].

Group 1 - The core viewpoint of the article emphasizes the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, which will be held on December 18-19 in Shenzhen, focusing on the new future of the lithium battery cycle with over 50 hot topics and 1200+ industry representatives [2] - The event will feature various sessions and will include participation from key industry players, including a sponsorship from Tongling Fuyue Technology Co., Ltd., which will showcase its latest technology products [2] - Tongling Fuyue Technology Co., Ltd. was established on June 27, 2024, and is located in the economic development zone of Tongling City, Anhui Province, with a workforce of 150 employees [2] Group 2 - In the first half of 2023, CATL invested 20 billion yuan to establish a new energy company with ATL in Xiamen, aiming to develop new battery cells for various applications, including two-wheeled vehicles, three-wheeled vehicles, electric tools, and energy storage [2] - The company has successfully entered the supplier systems of New Energy, Dofluor, Penghui, and Guoxuan High-Tech after completing product mold and process development, quality control standards, and supplier certification [2] - Fuyue Technology offers a variety of aluminum shell types for batteries, including cylindrical double-pass tubes, single-pass tubes, and explosion-proof single-pass tubes, catering to diverse customer needs [3]

Core Viewpoint - The lithium iron phosphate (LFP) market is experiencing a price rebound driven by supply-demand imbalances, rising raw material costs, and increased demand for energy storage and power batteries. Companies are collectively raising prices to improve profitability and address cost pressures [4][10][11]. Price Trends and Market Dynamics - In the second half of 2025, LFP prices are expected to rebound due to a resurgence in lithium carbonate prices and seasonal demand for energy storage and power batteries. As of November, the price for power-type LFP reached 39,230 yuan per ton, and storage-type LFP reached 39,780 yuan per ton, marking a cumulative increase of approximately 20% since the beginning of the year [4]. - Several LFP companies, including Hunan Youneng and Longpan Technology, have announced price increases due to strong demand and rising raw material costs. Hunan Youneng plans to raise processing fees by 3,000 yuan per ton starting January 1, 2026 [5][6]. Industry Response and Future Outlook - The price increase is seen as a rational response to the long-standing losses in the LFP sector, where companies have historically had weak bargaining power due to market structure and competition. The current supply-demand imbalance and rising raw material prices have made price hikes inevitable [9][10]. - The cost of LFP production is significantly affected by lithium carbonate prices, with each 10,000 yuan per ton increase in lithium carbonate raising LFP production costs by approximately 2,300 to 2,500 yuan per ton. The prices of upstream materials like sulfur and phosphoric acid have also risen, further increasing production costs [10]. - The LFP battery segment has maintained a dominant position in the market, with a 81.5% share in the power battery sector and over 90% in the energy storage battery sector as of the first three quarters of the year [10][11]. Supply Chain and Production Capacity - The supply of LFP has become tight, with leading manufacturers operating at full capacity and some orders extending into 2026. The average debt ratio in the industry is high at 67%, indicating significant pressure on expansion and profitability [11]. - A recent seminar on LFP material costs emphasized the need for rational pricing and collaboration across the supply chain to transition from "scale competition" to "quality competition" [11][12].

Core Viewpoint - The article highlights the rapid progress of the Yichun Guoxuan battery project, which is a significant investment in the lithium battery industry, showcasing the establishment of a complete industrial chain from resource extraction to battery production and recycling [3][4]. Group 1: Yichun Guoxuan Battery Project - The Yichun Guoxuan battery project is the first 10 billion yuan project introduced in Yichun, with significant milestones achieved since its signing in February 2021, including the completion of the first phase with a 10GWh production line in May 2022 and the recent unveiling of the second phase on November 30, 2023 [3][4]. - The total investment for the second phase of the Yichun Guoxuan battery project is 5.15 billion yuan, aiming for a production capacity of 20GWh per year, which, combined with the first phase, brings the total capacity to 30GWh per year [3][4]. Group 2: Industrial Chain Development - Guoxuan has established a complete industrial chain in Yichun, including resource mining, lithium carbonate extraction, and battery manufacturing, through the formation of several subsidiaries [4][6]. - The Yichun Guoxuan Mining Company has secured mining rights for lithium-containing minerals, enhancing the upstream supply chain for battery production [5][6]. Group 3: Expansion and Future Projects - Guoxuan is expanding its production capabilities with multiple projects, including a new factory in Hefei that has begun mass production, and a battery super factory in Slovakia with a total investment of 1.2 billion euros, expected to produce 20GWh annually starting in 2027 [7][8]. - The company is also developing a factory in Morocco, which will be the first large-scale electric vehicle battery factory in Africa, with an initial capacity of 20GWh and plans to expand to 100GWh in the future [8].