Core Viewpoint - The article highlights a significant shift in the lithium battery market, transitioning from concerns about insufficient demand to worries about supply constraints, particularly in the energy storage sector, which is now a key driver of lithium battery demand [2][3]. Group 1: Market Dynamics - The lithium battery sector has seen a strong rebound in stock prices for major companies like CATL and Ganfeng Lithium, indicating a market sentiment shift [2]. - Energy storage has transitioned from a secondary role to a primary focus, with unexpected growth driving demand [3]. - Major manufacturers are experiencing order backlogs, with some companies unable to meet demand and having to forgo lower-margin orders [3]. Group 2: Production and Capacity Utilization - In 2025, the top 10 domestic energy storage cell manufacturers maintained a capacity utilization rate above 80%, with many exceeding 90% since the second quarter [5]. - CATL's capacity utilization reached approximately 89.86%, with a backlog of over 48 GWh in energy storage orders extending into Q1 2026 [6]. - Companies like EVE Energy and Aoxin Energy reported full production capacity, with significant year-on-year increases in shipment volumes [6][8]. Group 3: Demand and Supply Imbalance - The "chip shortage" phenomenon is attributed to a mismatch between supply and demand, with energy storage demand significantly outpacing supply capabilities [12][13]. - The domestic energy storage market has seen a 150% year-on-year increase in new tenders, with a total of over 210 GWh from January to August [15]. - Internationally, Chinese energy storage companies have experienced explosive growth in overseas orders, exceeding 180 GWh, a year-on-year increase of over 200% [16]. Group 4: Price Trends and Future Outlook - The article notes a potential continuation of the supply-demand gap until Q1 2026, with a forecasted compound annual growth rate of 30%-50% for global energy storage over the next 3-5 years [20]. - Prices for energy storage batteries are expected to rise due to increased costs of raw materials like lithium carbonate, although competitive pressures may limit price increases in the system integration market [21]. - The introduction of larger capacity cells (500Ah+) may eventually replace some of the demand for 314Ah cells, potentially stabilizing prices [21].

论坛背景及简介 清研电子采用粉体成膜技术的 干法电极 工艺具有多方面优势。技术上，它无需溶剂涂布，直接将活性材料、粘结剂和导电剂热压成型，简化工 艺流程，提高生产效率；电极压实密度高，能有效提升电池能量密度与循环稳定性。成本方面，因减少溶剂使用和回收环节，大幅降低设备投资 与运营成本。节能环保上，完全摆脱对 NMP等有机溶剂的依赖，消除溶剂挥发造成的环境污染与安全隐患，减少能耗。适配固态电池、大圆柱 电池等前沿领域，已通过行业验证并进入规模化量产阶段。 由起点固态电池、SSBA全固态电池联盟、起点研究院SPIR主办，茹天科技总冠名并协办的 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典 礼、首届硫化物全固态电池国际峰会 将于2025年11月8日在广州南沙国际会展中心2楼广州厅正式举办，同期将举办行业首届新型电池全产业链专 业展会——CINE固态电池展及CINE钠电展，展会时间11月6-8日！ 经组委会确认， 清研电子 重点支持2025固态电池行业年会暨固态电池金鼎奖颁奖典礼！ 企业介绍 清研电子 作为深圳清华大学研究院培育的国家高新技术企业，自 2020 年 8 月成立以来，便凭借研究院先进储能材料及器件 ...

Core Viewpoint - The article discusses the upcoming 2025 User-Side Energy Storage Battery Technology Forum, focusing on advancements in household, commercial, and portable energy storage technologies, and the release of a global white paper on user-side energy storage [1][2]. Event Overview - The forum will take place on December 19, 2025, in Shenzhen, featuring over 600 industry decision-makers and an online audience of over 20,000 [1]. - The event aims to explore new energy storage technologies and build a new industrial ecosystem [1]. Key Activities - The forum will include the release of the first global white paper on user-side energy storage, detailing rankings for household, commercial, and portable energy storage systems [1][3]. - Discussions will cover over 30 core topics, including technological breakthroughs, safety challenges, and value chain restructuring [1]. Agenda Highlights - The agenda includes sessions on household energy storage safety systems, market trends, and innovations in battery technology [3][4]. - There will be dedicated sessions for portable energy storage and commercial energy storage, addressing safety standards and market opportunities [4]. Participating Companies - Notable companies expected to attend include Huawei, BYD, and CATL, among others, representing various sectors such as energy storage systems, battery manufacturing, and supporting materials [4]. Registration Details - Registration fee is set at 2888 RMB per person, which includes access to the forum, meals, and copies of the white papers [6].

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 [1][3]. - The first batch of exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, and Rongjie Energy, indicating strong industry participation [1]. - The signing of the investment agreement for the Chuangneng Xiangyang Lithium Battery Industrial Park, with an annual production capacity of 70 GWh, marks a significant step in the strategic layout of Chuangneng's industry [2]. Group 2 - The Chuangneng Xiangyang Lithium Battery Industrial Park aims to create a comprehensive lithium battery ecosystem, enhancing the development of the lithium battery industry chain in Hubei Province [2]. - The park will focus on the research and manufacturing of energy storage batteries, power batteries, and related technologies, contributing to the transformation and upgrading of the local new energy industry [2]. - The successful signing of the project is expected to inject strong momentum into the high-quality development of China's new energy industry [2]. Group 3 - Cangzhou Zhongfu New Energy Materials Co., Ltd. specializes in the research and production of gel polymer electrolyte membranes, with a registered capital of 264 million yuan [3]. - The company has developed the "Seraph" gel polymer electrolyte membrane, which utilizes a unique in-situ solidification technology to enhance battery safety and performance [3][4]. - The technology aims to reduce the liquid electrolyte retention rate to critical safety thresholds while improving energy density and thermal runaway resistance [3].

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [2][3][6] - The event will feature the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2][3] - A strategic partnership has been established between EVE Energy and TSL Assembly to deploy a total of 1 GWh energy storage system projects in Central and Eastern Europe from 2026 to 2030, enhancing the regional green energy transition [3] Group 2 - EVE Energy will provide advanced energy storage systems and supporting battery module solutions, including the 628Ah ultra-large capacity cell and the 5MWh energy storage DC system [3] - TSL Assembly has a strong sales network and extensive EPC project experience in Slovakia, Czech Republic, and Hungary, which will complement EVE Energy's resources [3] - The event will also include participation from numerous sponsors and exhibitors, highlighting the growing interest in solid-state and sodium battery technologies [2][4][5]

Core Viewpoint - The lithium battery industry is experiencing a positive trend, driven by strong demand for energy storage and solid-state batteries, with significant investments and advancements in technology [2][5][10]. Industry Events - The CINE2025 Solid-State Battery Exhibition and Annual Conference will be held from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1]. - The "New Energy Storage Scale Construction Special Action Plan" was released, aiming for a new energy storage installation capacity of over 180 million kilowatts by 2027, which has positively impacted stock prices of several storage companies [7][8]. Market Performance - A-shares and Hong Kong stocks related to lithium batteries are showing strong performance, with notable increases in stock prices for companies like Zhongchuang and Tianneng, with Zhongchuang reaching a peak increase of 10.67% [2][5]. - The demand for lithium batteries is expected to rise as the year-end approaches, with significant orders for energy storage and long-term contracts for lithium iron phosphate [5][6]. Technological Advancements - Recent developments in solid-state batteries include breakthroughs in polymer electrolytes by Tsinghua University, enhancing conductivity and interface stability [11][12]. - New products such as the 588Ah energy storage cell from Chuangneng New Energy and the 628Ah large battery from Yiwei Lithium Energy have been launched, indicating a trend towards larger capacity cells [9][12]. Material Market Trends - The demand for battery materials is recovering, with positive news in the cathode materials sector, particularly for lithium iron phosphate, as companies like Longpan Technology secure significant contracts [14][15]. - The electrolyte segment is also seeing growth, with companies like Tianci Materials signing long-term contracts and expanding production capacity [15][16]. - The anode materials sector is experiencing a turnaround, with many companies reporting positive revenue growth compared to the previous year [16].

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [2][3][6] - The event will feature the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2][3] - The first batch of exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, and Rongjie Energy, among others [2][3] Group 2 - Suzhou Wanxiang Technology Co., Ltd. has decided to terminate the "New Micro Lithium-Ion Battery and Precision Component Production Project" and will permanently supplement the remaining fundraising of 26.7994 million yuan into working capital [3] - The total investment for the terminated project was 100 million yuan, with an original plan to use 21.73994 million yuan of raised funds, and the project was expected to produce 39 million micro batteries annually [3] - For the first half of 2025, the company's revenue was 634 million yuan, a year-on-year increase of 31.94%, while the net profit attributable to shareholders was 2.0055 million yuan, a year-on-year decrease of 85.71% [3]

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors, 2000 participating companies, and 20000 professional attendees expected [2][3][6] - The event will feature the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2][3] - A significant investment collaboration is taking place between Fu Lin Precision and CATL, with Fu Lin planning to invest RMB 1 billion in its subsidiary Jiangxi Shenghua, while CATL will invest RMB 2.563 billion, resulting in CATL holding a 51% stake in Jiangxi Shenghua post-transaction [2][3] Group 2 - The first batch of exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, Hai Si Da Sodium Star, and Rong Jie Energy, among others [2][3][4] - The event aims to promote advancements in solid-state battery technology and foster collaboration within the industry [2][3] - The 2025 Qidian Lithium Battery Industry Annual Conference and User-Side Energy Storage Battery Technology Forum will also take place from December 17-19, 2025, in Shenzhen [3]

Group 1 - The CINE Solid-State 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][11] - Ruysen New Materials will showcase its latest solid-state products at the exhibition, with booth number C26 [3] Group 2 - Fujian Ruysen New Materials Co., Ltd., established in 2007 and listed on the New Third Board in April 2016, has received multiple honors, including being recognized as a national high-tech enterprise and a provincial-level innovative enterprise [8] - The company has filed 68 patent applications, with over 40 patents granted, including 13 invention patents, focusing on products like lithium zirconate and zirconate series nanomaterials [8] - The latest product, lithium zirconate, has an ionic conductivity greater than 10 S/cm and is used in cathode material coating and separator coating, characterized by chemical stability in air and low-cost production without sintering [8]

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 the SSBA Solid-State Battery Alliance [2] Scale and Participation - The exhibition will feature over 200 exhibitors and is expected to attract 20,000 professional visitors [3] - The setup will take place on November 4-5, 2025, with daily exhibition hours from 9:00 AM to 5:00 PM [3] Concurrent Events - The event will include the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Tripod Award Ceremony, along with a series of specialized forums [3][4] Forum Agenda - The forum will cover various topics, including the global roadmap for sulfide solid-state battery technology and the establishment of an all-solid-state industry alliance [4] - Specific sessions will focus on sulfide solid-state battery technology, electrolyte technology, and manufacturing processes, addressing challenges and innovations in the field [5] Awards and Recognition - The Golden Tripod Awards will recognize achievements in various categories, including the Pioneer Award for Solid-State Battery Industrialization and Innovation Awards for materials and technologies [5] Exhibition Layout and Costs - Different booth types are available, with costs ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a 36 square meter raw space [7] Contact Information - For inquiries regarding participation and sponsorship, contact representatives such as Mr. Qiu and Mr. Xiong [9][10]