Core Insights - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [2] - The global household energy storage market is projected to reach 27.8 GWh in 2024, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [2] - The portable energy storage market is expected to see a shipment of 11 million units in 2024, representing a 90% year-on-year growth, with leading consumption regions including the US, Europe, and Japan [2] Event Details - The event will include the 2025 Point Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2] - The exhibition will host over 200 exhibitors and 2,000 participating companies [2] Industry Growth - The household and portable energy storage industry has seen rapid growth, with over 300 companies currently operating in the sector [3] - Key players in the household storage and portable energy storage sectors include companies like CATL, BYD, and Huawei, among others [4][5] Market Trends - The leading countries/regions for household storage product consumption are Europe, the US, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia [2] - The portable energy storage market is particularly strong in the US, Europe, Japan, and Ukraine [2]

Core Insights - The 2025 11th Qidian Lithium Battery Industry Annual Conference aims to address technological advancements and challenges in the lithium battery sector, celebrating the 10th anniversary of Qidian Research [2][3] - The event will feature discussions on the latest trends in battery technology, including large cylindrical batteries, full-tab batteries, and solid-state batteries, which are expected to see increased application in various fields [2][3] - The conference will also explore the implications of policy changes, such as the cancellation of mandatory storage policies, and the impact of tariffs on the global energy storage industry [2][3] Event Background and Significance - In early 2025, BMW announced the upcoming deployment of large cylindrical batteries, prompting a surge in industry interest [2] - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussion on battery performance [2] - Several companies have begun mass production of full-tab cylindrical batteries, which are anticipated to be widely used in electric vehicles and other applications [2] - Solid-state batteries are gaining attention for their high safety and energy density, maintaining high interest levels in 2025 [2] Event Theme and Structure - The event is themed "Breaking Through the New Cycle of Technological Iteration, Building a New Era of Safety for Ten Years" and will take place from December 17-19, 2025, in Shenzhen [3] - The conference will host over 2000 attendees and feature more than 60 prominent speakers discussing core issues and technological breakthroughs [4][5] Highlights of the Event - The event will include the 11th Lithium Battery Golden Tripod Award ceremony, recognizing outstanding contributions to the lithium battery industry [5][9] - It will also feature the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among industry leaders [5] - Over 50 exhibitors will showcase solutions across the entire lithium battery supply chain, including materials, equipment, and components [5] Specialized Sessions and Topics - The agenda includes specialized sessions focusing on various aspects of battery technology, such as high-nickel ternary cathodes, silicon-based anodes, and battery safety [7][8] - Topics will cover the commercialization of lithium metal anodes, recycling technologies, and advancements in battery manufacturing processes [7][8] Award Details - The Golden Tripod Award will recognize various categories, including technology innovation in lithium battery cells, energy storage, and safety technology [11] - The award aims to encourage innovation and provide procurement references for the lithium battery industry [9][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] - CATL's second phase of the Luoyang base has officially commenced production, adding an annual capacity of 30GWh to the local new energy vehicle supply chain [4] - Guoxuan High-Tech's G-series battery has been launched in the Changan Qiyuan A06 electric sedan, featuring 6C ultra-fast charging technology [5] Group 2 - Chuangneng signed an investment agreement for a 70GWh lithium battery project in Xiangyang, focusing on energy storage and power battery manufacturing [6][7] - EVE Energy has reached a strategic cooperation agreement with TSL Assembly for a total of 1GWh energy storage system projects in Central and Eastern Europe [8] - EVE Energy's Hungary base has entered a critical phase with the arrival of electromechanical equipment, aiming to supply large cylindrical batteries to BMW [9] Group 3 - Zhongxin Innovation and Hefei Lanyi Aviation signed a long-term strategic cooperation agreement to explore high-energy-density battery solutions for the LE200 project [10][11] - Ruipu Lanjun has secured a supply agreement for 3GWh of energy storage systems with Energy Vault, marking a significant expansion in their international market presence [12][13] - Suzhou Wanxiang Technology has decided to terminate a 1 billion yuan lithium battery project, reallocating remaining funds to working capital [14] Group 4 - Huayou Cobalt has signed long-term supply contracts with LG Energy Solution for a total of 164,000 tons of ternary precursor and cathode materials over five years [16] - Zhongrui Co., Ltd. plans to invest in a battery component project in South Korea, with an investment scale of up to 600 million KRW [17] - A 180 million yuan battery shell production project has been signed in Anqing, expected to generate an annual revenue of 100 million yuan upon full production [18] Group 5 - Hailiang Co. is preparing for an H-share listing on the Hong Kong Stock Exchange [19] - Xiamen Tungsten and Zhongwei Co. have signed a strategic cooperation framework agreement to enhance collaboration in battery materials [20] - China's Salt Lake Industrial Group has successfully launched a 40,000-ton lithium salt project, utilizing advanced technology for improved extraction efficiency [21] Group 6 - Liyuanheng has delivered energy storage production equipment to Malaysia, expanding its international business footprint [23] - Jiejia Weichuang has made breakthroughs in lithium battery vacuum equipment technology [24] - A 300,000-ton comprehensive utilization project for waste lead-acid batteries has been signed in Shaoguan, with an expected annual revenue of 2 billion yuan [26] Group 7 - Jiangxi Yeguang Recycling Resources Co., Ltd. has initiated a project for collecting and storing waste batteries, with a total investment of 6 million yuan [27] - Anhui Jiushi New Energy Technology Co., Ltd. has received approval for a lithium battery recycling project with an annual processing capacity of 10,000 tons [28] - Lantu Automotive has submitted an application for listing on the Hong Kong Stock Exchange [30] Group 8 - BYD's total installed capacity for power and energy storage batteries exceeded 203GWh in the first three quarters [31][32] - Tesla CEO Elon Musk has become the first person in history to reach a net worth of $500 billion [33] - BYD ranked third in global automotive sales, driven by strong performance in the new energy vehicle sector [34]

Group 1 - 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 [2][9] - The event will include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2] - The first batch of exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, and Rongjie Energy, among others [2] Group 2 - A research team from Tsinghua University has developed a new fluorinated polyether electrolyte that achieves an energy density of 604 Wh kg-1 for high-safety polymer batteries, addressing the challenge of balancing battery range and safety [3][4] - Solid-state batteries are seen as a significant development direction for lithium batteries, particularly those using lithium-rich manganese-based layered oxides, which show potential for energy density breakthroughs [3][4] - The research team proposed a new design strategy called "rich anion solvation structure," which enhances the physical contact and ionic conductivity at the solid-solid interface, significantly improving interface stability [4] Group 3 - The polymer battery constructed with the new electrolyte demonstrated excellent electrochemical performance, achieving an energy density of 604 Wh kg-1 under 1 MPa external pressure, surpassing current commercial lithium iron phosphate and nickel-cobalt-manganese batteries [4] - The battery passed safety tests, including puncture and thermal stability tests at 120°C, without any combustion or explosion, showcasing its superior safety performance [5]

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] - The exhibition will feature a new battery technology forum with nine specialized sessions and the Solid-State Battery Golden Ding Award ceremony [2] - Zhuhai Nagang New Energy Technology Co., Ltd. will showcase its latest products at the exhibition, with booth number C06 [3] Group 2 - Zhuhai Nagang New Energy Technology Co., Ltd. was established in January 2023 and focuses on the research and development of carbon-based new materials, with its hard carbon anode materials having completed small-scale industrial trials [7] - The company offers plastic-based hard carbon anode materials for sodium-ion batteries, which are recognized as an industry first and included in the group standard published by the China Battery Industry Association on April 10, 2024 [11] - The advantages of the company's plastic-based hard carbon include easy availability of raw materials, low production costs, and outstanding product performance, making it suitable for large-scale industrial production [11]

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition will be held from November 6 to 8, 2025, at the Guangzhou Nansha International Convention Center [3] - The event is organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and SSBA Solid-State Battery Alliance [2] Event Scale and Participation - The exhibition is expected to host over 2,000 exhibitors and 20,000 professional visitors [3] - The setup will take place on November 4-5, 2025, with the exhibition running from 9:00 AM to 5:00 PM daily [3] Concurrent Activities - 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 Sodium Battery Golden Ding Award Ceremony [3] Forum Agenda - The first Sulfide All-Solid-State Battery International Summit will take place on November 8, 2025, focusing on the global sulfide solid-state battery technology roadmap and the establishment of an all-solid-state industry alliance [4] - Key topics include the industrialization process and trends of all-solid-state batteries, manufacturing challenges, and solutions [4][5] Award Categories - The awards to be presented include the 2025 China All-Solid-State Battery Industrialization Pioneer Award, the 2025 China All-Solid-State Battery Material Technology Innovation Award, and several others recognizing innovation in solid-state battery technology [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]

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 CINE Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] Group 2: Industry Insights - In the first eight months of 2025, China's lithium battery ternary cathode shipment reached 456,000 tons, a year-on-year increase of 10.8%, driven by growth in power batteries and small power batteries [1] - The demand for nickel-rich materials is increasing, with Nantong Ruixiang maintaining the top position in the industry, followed by Rongbai Technology and Bamo Technology, which have also seen a recovery in overseas demand [2] Group 3: Company Rankings - The top companies in the lithium battery cathode materials sector include: 1. Nantong Ruixiang 2. Rongbai Technology 3. Bamo Technology 4. Guangdong Bangpu 5. Dongsheng Technology [3] Group 4: Technical Analysis - The white paper on the global lithium battery cathode materials industry outlines the definition and classification of lithium battery cathode materials, the development history and current status of the global lithium battery cathode industry, and a comparison of the performance of different lithium battery cathode materials [4]

Group 1 - The solid-state battery industry is experiencing positive growth, with over 80% of listed companies showing revenue growth in the first half of 2025 compared to the same period in 2024 [2][3] - The fastest revenue growth in the lithium battery anode sector was recorded by Shangtai Technology, with a year-on-year increase of 61.83% in the first half of 2025 [2] - The overall trend for net profit in the lithium battery anode industry is positive, with 80% of listed companies reporting an increase in net profit compared to the first half of 2024 [3] Group 2 - The shipment volume data for the first half of 2025 shows a general positive growth trend, with a 120% increase in shipment volume for Suotong Development [4] - Approximately 50% of listed companies reported a shipment volume growth rate of over 20% in the first half of 2025 [4] - The shipment volume for Beiterui reached 26 million units in the first half of 2025, reflecting a year-on-year growth of 32.83% [5] Group 3 - Beiterui achieved a revenue of 7.838 billion yuan in the first half of 2025, representing an 11.36% year-on-year increase, while net profit decreased by 2.88% to 479 million yuan [8][9] - The gross margin for Beiterui increased by 1.34 percentage points, and the net margin increased by 0.41 percentage points compared to the first half of 2024 [9][10] - The company has a production capacity of 57.5 million tons per year for anode materials and 7.3 million tons per year for cathode materials [8] Group 4 - Shanshan Co., Ltd. reported a revenue of 9.858 billion yuan in the first half of 2025, with a net profit of 207 million yuan, marking a significant year-on-year increase of 1059.59% [14] - The gross margin and net margin for Shanshan Co., Ltd. improved compared to the first half of 2024, with gross margin increasing by 1.78 percentage points [14][15] - The company has established long-term stable partnerships with major battery manufacturers such as CATL and BYD [15] Group 5 - The overall revenue for the lithium battery anode sector in the first half of 2025 was 36.13 billion yuan, reflecting a 59.60% increase year-on-year, with net profit reaching 2.72 billion yuan, a 293.13% increase [22] - The gross margin and net margin for Zhongke Electric improved significantly, with gross margin increasing by 2.71 percentage points [22][23] - The company has established stable partnerships with major clients including CATL and BYD [23] Group 6 - Shangtai Technology reported a revenue of 3.388 billion yuan in the first half of 2025, a 61.83% increase year-on-year, with net profit reaching 479 million yuan, a 34.37% increase [27] - The company has entered the supply chain of major battery manufacturers such as CATL and BYD, enhancing its market presence [29] - The company has successfully completed the construction of its North Su Phase II project, significantly increasing its production capacity [24][26] Group 7 - Yicheng Energy achieved a revenue of 2.069 billion yuan in the first half of 2025, a 9.71% increase year-on-year, while net profit improved to -170 million yuan, a reduction in losses by 61.65% [38][39] - The company has established a production base for anode materials, enhancing its operational efficiency [36] - The gross margin for Yicheng Energy increased by 1.54 percentage points compared to the first half of 2024 [38] Group 8 - Suotong Development reported a revenue of 8.306 billion yuan in the first half of 2025, a 28.28% increase year-on-year, with net profit soaring by 1568.52% to 523 million yuan [43] - The company has seen significant improvements in both gross margin and net margin, with gross margin increasing by 6.98 percentage points [43][42] - The company’s anode product output reached 4.29 million tons, reflecting an 84.91% increase year-on-year [42] Group 9 - The overall market for lithium battery anode materials is characterized by high growth rates, with a concentration of major players dominating the market [49] - The global market concentration for lithium battery anode materials is over 60%, with Chinese companies maintaining a high market share [49] - The industry is witnessing a trend of strong players becoming stronger, with significant barriers to entry for new competitors [35]

Group 1 - The article discusses the establishment of a joint venture between Li Auto and battery manufacturer Sunwoda, marking a shift from a transactional relationship to a collaborative partnership [4][5][8] - The joint venture, Shandong Li Auto Battery Co., Ltd., is a 50:50 investment aimed at producing and selling lithium-ion batteries for electric vehicles, with Li Auto leading the R&D efforts [5][9] - Li Auto's battery R&D team consists of over 200 members, and the self-developed battery products are expected to be launched in production models by 2026 [5][9] Group 2 - Li Auto's strategy includes a dual approach of self-research and external procurement of batteries, focusing on high-performance 5C supercharging batteries [10][11] - Current battery suppliers for Li Auto include CATL, Sunwoda, and Honeycomb Energy, with a recent five-year strategic cooperation agreement signed with CATL [12][13] - The collaboration with CATL aims to enhance supply chain stability and market expansion, while the joint venture with Sunwoda accelerates the development of self-researched batteries [13][14] Group 3 - The partnership between automotive companies and battery manufacturers is expected to reshape the electric vehicle industry, with self-research becoming essential for leading companies to enhance competitiveness [14]

Core Viewpoint - The article highlights the strategic collaboration between CATL and the Haikou government to establish a comprehensive battery swap network in Hainan, aligning with the province's green development goals and the broader push for electric vehicle infrastructure in China [2][3]. Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1][11]. - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Group 2: CATL's Strategic Moves - CATL has signed a strategic cooperation agreement with the Haikou government to invest in 100 battery swap stations across Hainan by 2030, marking a significant step in expanding its battery swap network in Southern China [1][2]. - The company aims to establish over 1,000 battery swap stations by 2025, with the Hainan market being a crucial component of this strategy [2][3]. Group 3: Market Growth and Performance - CATL's battery swap business has seen rapid growth, achieving a record of 105 new stations and 103 stations going live in August alone, totaling 512 stations across 34 cities by the end of August [2]. - The daily battery swap volume has reached over 140,000 kWh, with individual stations achieving a daily swap volume of 10,000 kWh, positioning CATL among the industry leaders [2]. Group 4: Collaboration and Policy Support - The partnership with Haikou includes collaboration on green energy development, new energy storage applications, and electric transportation, enhancing the local energy ecosystem [3][4]. - Haikou has introduced incentive policies, offering up to 500,000 yuan for projects that deploy a certain number of battery swap vehicles, supporting the promotion of the battery swap model [3].