Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition are organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and SSBA Solid-State Battery Alliance [2] - The event will take place from November 6 to 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [3] - The exhibition is expected to host over 20,000 professional attendees and 2,000 participating companies [3] Concurrent Events - The event will feature the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, along with the 2025 Qidian Sodium Battery Industry Annual Conference and the Sodium Battery Golden Ding Award Ceremony [3] Forum Agenda - The agenda includes the establishment of the All-Solid-State Battery Alliance and the release of the global sulfide solid-state battery technology roadmap [4] - Specialized sessions will cover topics such as the industrialization process of solid-state batteries, manufacturing challenges, and the development of high-nickel ternary materials [4][5] Awards and Recognition - The awards to be presented include the 2025 China Solid-State Battery Industrialization Pioneer Award, the 2025 China Solid-State Battery Material Technology Innovation Award, and the 2025 China Solid-State Battery Most Investment Value Award among others [5] Exhibition Booths - Various booth types are available, including a 9 square meter standard booth priced at 15,000 RMB, an 18 square meter standard booth at 27,000 RMB, and a 36 square meter raw space booth at 48,000 RMB [7] Contact Information - For inquiries regarding participation and sponsorship, contact Mr. Qiu at 18938023176 or Mr. Xiong at 18938903064 [9][10]

| 倒计时26天 | | --- | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名： 茹天科技 | | 活动时间： 2025年11月6-8日 | | 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） | | 展商规模200+、参会企业2000+、专业观众20000+ 活动规模： | | 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | | 第一批展商及赞助商： 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/瑞扬新能源/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/精诚模具/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 等 ...

Group 1 - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition is the first professional exhibition focusing on the entire industry chain of new battery technologies, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - Rongjie Energy will showcase its latest products at the CINE Solid-State Battery Exhibition, with booth number A11 [3] - Rongjie Energy, established in 2022, is a key project in Guangzhou's new energy sector, focusing on the research, production, and sales of battery cells, modules, packs, and systems, with applications in various fields including large-scale energy storage and electric vehicle batteries [7] Group 2 - Rongjie Energy specializes in energy storage and power battery fields, with capabilities spanning from battery cells to pack systems, and its core product in solid-state batteries is a high-safety, high-energy-density battery based on lithium iron phosphate and next-generation sulfide electrolyte systems [9] - The company has achieved systematic breakthroughs in key areas such as electrodes and electrolytes, resulting in a second-generation all-solid-state battery with an energy density of 450 Wh/kg and industry-leading performance metrics [10] - Rongjie Energy has established cooperation intentions with leading domestic and international clients for next-generation AR/VR devices, humanoid robots, and industrial-grade long-endurance drones, with plans for customer samples in Q4 2025 and mass production in Q1 2026 [11]

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1] - The event will feature the first batch of exhibitors and sponsors, including companies like Jin Na Technology, Ru Tian Technology, and Rong Jie Energy [1] - The conference aims to promote the solid-state battery industry and recognize outstanding contributions through the 2025 Qidian Solid-State Battery Golden Ding Award ceremony [1] Group 2 - The Chuangming cylindrical lithium battery project, with a total investment of 5 billion yuan, is being constructed in Yantai, Shandong, covering an area of approximately 350 acres [2] - The project includes the establishment of a fully automated cylindrical lithium battery production line and aims to serve as a northern battery base for Chuangming New Energy [2] - The project is expected to enhance the local lithium battery industry and create synergies with other bases in Southwest China [2] Group 3 - Chuangming New Energy has maintained its position in the top tier of the 32 series cylindrical battery market, being a pioneer in high-capacity cylindrical batteries [3][6] - The company has achieved seven capacity breakthroughs and is actively expanding its product range, including large cylindrical batteries and sodium batteries [6] - The 32 series cylindrical battery products are designed for various applications, including small-scale energy storage and smart home devices, with significant market demand [6][7] Group 4 - The global cylindrical battery shipments are projected to reach 151.2 GWh in 2024, representing a 24% year-on-year increase, with Chuangming New Energy ranking tenth in overall shipments [7] - The company is positioned eighth in the large cylindrical battery segment, indicating strong market presence and growth potential [7] Group 5 - Major players in the lithium battery market, including CATL, BYD, and Xinwanda, are investing over 100 billion yuan in Shandong, contributing to the local lithium battery industry's growth [8][14] - CATL has established a comprehensive industrial chain in Shandong, with a planned capacity of 160 GWh across multiple locations [9][10] - BYD's investment in Yantai includes a 560 billion yuan project for a new energy power industry park, which will significantly enhance local production capabilities [12][14]

Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1] - The event will include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] Group 2: Collaboration and Logistics - CATL has partnered with Maersk to enhance global supply chain low-carbon transformation, focusing on areas like sea and multimodal transport [2] - The collaboration aims to develop customized logistics solutions to improve efficiency and promote electrification in key supply chain segments [2] - CATL has also engaged with other logistics companies, including DHL, to provide energy solutions and support their green logistics goals [2] Group 3: Industry Partnerships - CATL signed an agreement with Transfar Zhilian to build a battery swap demonstration station, aiming to reduce costs by 20% and improve efficiency by 30% for logistics companies [3] - A partnership with Zhejiang Port Group focuses on creating a comprehensive zero-carbon solution for port logistics, including electrification of port machinery and battery recycling [3] - CATL's long-standing collaboration with China Logistics includes joint efforts in green technology innovation and multi-modal transport [4] Group 4: Market Position and Strategy - CATL holds approximately 60% of the logistics vehicle power battery market share, indicating a strong position in the commercial vehicle battery sector [4] - The company is actively expanding its logistics electric vehicle offerings, including the launch of the Tianxing battery tailored for various transportation needs [4] - CATL is also developing a comprehensive technology platform to enhance intercity logistics operations, reflecting its commitment to the commercial vehicle electric market [5]

Group 1 - The core viewpoint of the article emphasizes the rapid development and commercialization of sulfide all-solid-state battery technology, with significant advancements expected by 2030 [2][3][4] - The energy density of sulfide all-solid-state batteries is projected to increase from 350 Wh/kg in 2025 to 500 Wh/kg by 2030, with a compound annual growth rate of 7.4%, surpassing the progress of liquid lithium batteries [2] - Key milestones include achieving large-scale production by 2026, a year earlier than initially planned, indicating unexpected technological breakthroughs [3] Group 2 - The article highlights the convergence of technology routes between Chinese and Japanese companies, with China expected to file three times more patents than Japan by 2024, although Japan still holds 40% of global foundational patents [4] - Domestic policies are driving advancements, with a target set for 2027 for vehicle integration, and many companies are ahead of schedule, such as the 60Ah cell expected to be produced by 2025 [5] Group 3 - The core value of technological commercialization includes the reconstruction of supply chain security, reducing reliance on Japanese and Korean raw materials, and aiming to lower the cost of electrolytes to $100/kg [6] - The high safety characteristics of sulfide batteries make them suitable for specialized applications in aviation and military sectors, addressing range anxiety for electric vehicles with a projected 400 Wh/kg version by 2028 [6] Group 4 - The article discusses the alignment of national strategies with market demands, noting that China's "New Energy Vehicle Industry Development Plan (2025)" explicitly supports solid-state battery research, with over 2 billion yuan allocated for the "14th Five-Year Plan" [8] - The period from 2025 to 2030 is identified as a critical window for sulfide battery commercialization, with expectations for the global market to reach $20 billion by 2030, reflecting a compound annual growth rate exceeding 45% [9] Group 5 - The event will feature a series of specialized forums focusing on various aspects of sulfide all-solid-state battery technology, including manufacturing processes, material breakthroughs, and industry challenges [12][13] - The establishment of the first all-solid-state battery industry alliance aims to foster collaboration across the entire supply chain, enhancing the industry's strategic direction [12]

Group 1 - The solid-state battery industry is set to hold a significant event, the CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - The lithium battery separator industry shows a positive trend in revenue growth, with over 50% of companies reporting year-on-year revenue increases in the first half of 2025, particularly notable is the 26.48% revenue growth of China National Materials [3][30] - The highest gross margin in the lithium battery separator sector is reported by Purtai at 32.10%, while Dongfeng shares the lowest at 4.08% [3][4] Group 2 - The net profit of the lithium battery separator industry has generally decreased due to ongoing price reductions, with only China National Materials, Purtai, and Dongfeng reporting increases in net profit and net margin [5][20] - Purtai achieved a revenue of 13.19 billion yuan in the first half of 2025, reflecting a 6.88% increase, while net profit decreased by 6.15% [24][36] - China National Materials reported a significant revenue increase of 26.48% to 133.3 billion yuan, with net profit rising by 114.92% to 9.99 billion yuan [30][31] Group 3 - The shipment volume of lithium battery separators showed positive growth in the first half of 2025, with Purtai and China National Materials reporting increases of 63.85% and 60% respectively [8][9] - The company Star Source Materials, a leader in lithium-ion battery separator production, reported a revenue of 18.98 billion yuan, a 14.78% increase, but a net profit decline of 58.53% [13][14] - Enjie Co., as a leading enterprise in the lithium battery separator industry, reported a revenue of 57.63 billion yuan, a 20.48% increase, but a significant net profit decline of 131.99% [20][21] Group 4 - The company Cangzhou Mingzhu, which has developed both dry and wet separator technologies, reported a revenue of 344.64 million yuan, a 19.88% increase, while maintaining stable gross margins [22][23] - Longyang Technology experienced a revenue decline of 18.81% to 52.53 million yuan, with a net profit of -0.09 million yuan, reflecting a significant drop [52][53] - Hengli Petrochemical reported a revenue of 1,039 billion yuan, a decrease of 7.68%, with a net profit of 30.5 billion yuan, down 24.08% [42][43]

Core Insights - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1]. Company Developments - Trina Storage's new energy storage base in Dafeng, Jiangsu, has officially commenced production, with a designed capacity of 13GWh, which will increase to 25GWh after the second phase is completed [1][2]. - Trina Storage, a subsidiary of Trina Solar established in 2015, aims to be a leader in smart energy solutions by integrating solar and storage technologies [2]. Production Capacity and Strategy - Trina Storage has established a production triangle with its headquarters in Changzhou, a super factory in Chuzhou, and the Dafeng base, with the Chuzhou factory alone having an investment of 10.8 billion yuan and a planned annual output of 28GWh [3]. - The Chuzhou factory has already achieved a complete capacity matrix with 12GWh of cell capacity and 6GWh of Pack capacity, contributing to a significant increase in production efficiency [4]. Market Performance - In the first half of the year, Trina Storage's overseas market for energy storage achieved over 1GWh in deliveries, marking the first quarterly profit in Q2 [5]. - The cumulative shipment of Trina Storage has surpassed 12GWh, with a global customer base exceeding 100 and a project reserve of over 70GWh [6]. Future Projections - Trina Storage plans to achieve over 8GWh in shipments by 2025, with 60% expected from overseas markets and 40% from domestic markets, focusing on regions like the US, Europe, and Asia-Pacific [6]. - The company has signed overseas orders exceeding 10GWh, with deliveries expected between 2025 and 2026, aiming for a year-on-year growth rate of over 50% in shipments by 2026 [6]. Product Innovations - Trina Storage has launched new energy storage systems, including the Elementa 2 Pro, which features a self-developed 314Ah high-performance cell, and a 7MWh+ solution that enhances energy density and reduces costs [7]. - Despite facing losses for three consecutive years, Trina Storage maintains advantages in self-developed cells, delivery capabilities, and transportation networks, positioning itself for future growth as the energy storage market expands [7].

Core Insights - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - It discusses the recent capital increase of CATL's subsidiary, CATL (Shanghai) Intelligent Technology Co., Ltd., raising its registered capital from 2.5 billion RMB to approximately 2.83 billion RMB, marking a 13% increase [2][4] - The article emphasizes the innovative "Rock Solid Chassis" developed by CATL, which integrates battery technology into the chassis, enhancing vehicle safety and efficiency [4][5] Company Developments - CATL Intelligent was established in July 2021, focusing on automotive components, battery manufacturing, and service robotics [3] - The company is primarily owned by CATL, holding a 70.59% stake, with 13 shareholders in total [4] - The "Rock Solid Chassis" is designed to absorb 85% of collision energy, significantly higher than traditional chassis, and has passed rigorous safety tests [4] Product Innovations - The "Rock Solid Chassis" features an integrated design that allows for a reduction in vehicle development time from 36 months to 12-18 months, addressing industry challenges of long development cycles [5] - The chassis is adaptable for various vehicle models and scenarios, promoting a flexible and efficient development process [5] Strategic Partnerships - CATL Intelligent has signed agreements with several companies, including Avita Technology, to develop competitive electric vehicle products based on the "Rock Solid Chassis" [7] - The company has also partnered with various automakers, including Jianghuai and Dongfeng Nissan, to integrate advanced battery systems and chassis technology into their vehicles [9]

Group 1 - The core viewpoint of the article highlights the significant orders and partnerships that LG Energy Solution has secured, particularly in the context of the growing demand for lithium iron phosphate (LFP) batteries and the geopolitical landscape affecting battery supply chains [3][7][9] - LG Energy Solution has received substantial orders, including a 107 GWh battery order from Mercedes, split between the US and Europe, and a 306 billion RMB order for energy storage LFP batteries, indicating a strong recovery in its business performance [4][5][6] - The collaboration with Huayou Cobalt involves significant contracts for ternary materials, totaling approximately 16.4 million tons, valued at around 200.25 billion RMB, showcasing the strategic partnerships in the supply chain [2][10] Group 2 - Huayou Cobalt has shown a remarkable recovery, with a 23.8% year-on-year revenue increase to approximately 372 billion RMB and a net profit surge of about 62% to around 27 billion RMB in the first half of the year [12][11] - The rise in cobalt and nickel prices, driven by policy changes in the Democratic Republic of Congo and Indonesia, has positively impacted Huayou Cobalt's market position and profitability [13] - Huayou Cobalt's vertical integration strategy across the nickel, cobalt, and lithium supply chain enhances its resilience and positions it well for future growth, particularly with the rise of solid-state batteries and high-nickel materials [13][12]