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, with over 200 exhibitors and 20,000 professional attendees expected [1]. Company Developments - Ganfeng Lithium announced plans to enhance the financial strength of its subsidiary, Ganfeng Lithium Battery, through a capital increase of up to 2.5 billion yuan at a price of 3 yuan per 1 yuan of registered capital [2][3]. - The capital increase aims to improve Ganfeng Lithium Battery's financial capabilities, reduce its asset-liability ratio, and support sustainable high-quality development [3][4]. Product and Market Position - Ganfeng Lithium Battery has a comprehensive range of lithium battery products, including wearable device batteries, consumer batteries, power and energy storage batteries, solid-state lithium batteries, and battery management systems, totaling over 20 product types [3]. - As of now, Ganfeng Lithium Battery has established battery projects in multiple locations, with a total planned production capacity of 144 GWh for power and energy storage batteries [3][9]. Revenue and Market Share - In the first half of 2025, Ganfeng Lithium's battery business accounted for 35.52% of its revenue, marking a significant increase compared to the same period in 2024, indicating that energy storage has become a crucial revenue source [5]. - Ganfeng Lithium Battery ranked 12th globally in energy storage battery shipments in the first half of 2025, having completed over 100 large-scale energy storage projects and successfully entered overseas markets [5][6]. Technological Advancements - The company is focusing on solid-state batteries, being the only domestic enterprise to achieve an integrated production chain from lithium sulfide raw materials to solid-state electrolytes and battery systems [9][10]. - Ganfeng Lithium Battery has developed customized solutions for various applications, including soft-pack solid-state batteries for passenger vehicles and drones, with energy densities ranging from 320 Wh/kg to 550 Wh/kg [10][11]. Production Capacity and Future Plans - The company has achieved mass production of its energy storage cells and is operating at full capacity, with significant investments in new battery research and production facilities [9]. - The Nanchang lithium battery production base project has made significant progress, with the first building completed two months ahead of schedule, which will greatly increase Ganfeng Lithium's energy storage battery capacity [9].

Core Viewpoint - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, emphasizing its significance in the solid-state battery sector and the collaboration between CATL and Shouqi Group to promote electric vehicle services and sustainability initiatives [2][3]. Group 1: Event Details - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center [2]. - The event will feature over 200 exhibitors, 2,000 participating companies, and 20,000 professional attendees [2]. - Concurrent activities include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2]. Group 2: Strategic Collaboration - On September 25, 2025, CATL signed a strategic cooperation agreement with Shouqi Group to advance electric vehicle transformation, after-sales services, battery recycling, and charging infrastructure [3]. - Shouqi Group, as a comprehensive automotive mobility service provider, will utilize CATL as its preferred brand for electric vehicle power batteries [3]. - The partnership aims to enhance consumer choices in new energy mobility services and contribute positively to the development of the new energy industry and green low-carbon travel [3].

Core Insights - The article discusses the upcoming 2025 11th Annual Lithium Battery Industry Conference and the 10th Anniversary Celebration of Qidian Research, highlighting the significance of advancements in battery technology and energy storage solutions in the industry [2][3]. Industry Developments - In early 2025, BMW announced the upcoming installation of large cylindrical batteries in 2026, prompting a surge in the industry towards 46 series large cylindrical batteries [2]. - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussions on battery performance [2]. - Several companies have begun mass production of full-tab cylindrical batteries, which are expected to find applications in electric vehicles, power tools, electric bicycles, and smart home devices [2]. - Solid-state batteries continue to gain attention for their high safety and energy density, maintaining high interest levels in 2025 [2]. Energy Storage Trends - The cancellation of mandatory energy storage policies by the government has raised concerns about future demand for energy storage batteries [2]. - The 314Ah battery cells are gradually replacing the 280Ah cells as the mainstream choice, with companies like CATL and EVE Energy releasing cells with capacities exceeding 500Ah, indicating a trend towards larger capacity storage cells [2]. - The U.S. tariff policy imposed in 2025 has created challenges for the global energy storage industry [2]. Emerging Applications - The debut of humanoid robots at the Spring Festival Gala in early 2025 has spurred interest in humanoid robot batteries, becoming a new focus for battery manufacturers [2]. - Various local policies promoting low-altitude economy are accelerating the development of the eVTOL (electric Vertical Take-Off and Landing) industry [2]. Event Details - The conference will take place from December 17-19, 2025, in Shenzhen, featuring over 2000 attendees and 30000 online viewers [3][4]. - The event will include nine specialized forums and over 60 keynote speakers discussing core issues, technological breakthroughs, safety challenges, and value chain restructuring [4][5]. Awards and Recognition - The 11th Lithium Battery Golden Tripod Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [5][9]. - The awards will cover various categories, including technology innovation in battery cells, energy storage, and safety technology [11]. Specialized Sessions - The agenda includes specialized sessions focusing on battery materials, equipment technology, and safety technology, addressing critical industry challenges and innovations [7][8].

Core Viewpoint - The article highlights the rapid development and investment in the solid-state battery industry, particularly focusing on the upcoming CINE2025 Solid-State Battery Exhibition and the significant advancements in cylindrical battery production by Xiangyuan New Energy [1][12]. Event Overview - The CINE2025 Solid-State Battery Exhibition will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, featuring over 200 exhibitors and 20,000 professional attendees [1][5][2]. Industry Developments - Xiangyuan New Energy has made significant progress with its cylindrical battery production base in Suining, which is set to begin production by the end of this year with a total investment of approximately 6 billion yuan, aiming for an annual output value of 5 billion yuan and a production capacity exceeding 1.2 billion units [2][3]. - The company has been expanding rapidly, with previous investments totaling 7 billion yuan in projects located in Zhejiang and Suining, focusing on the production of 18650 batteries [3][9]. Market Trends - The 18650 small cylindrical battery market is experiencing a resurgence, driven by advancements in full-tab technology, which enhances performance and is being adopted widely in the two-wheeler and portable energy storage sectors [6][7]. - The demand for small cylindrical batteries is expected to grow due to their applications in electric tools and robotics, with the potential for further expansion into AI data centers [7][8]. Large Cylindrical Battery Outlook - The large cylindrical battery market is projected to see significant growth, with models like 4680/4695 expected to dominate by 2030, potentially accounting for 44.2% of the market share and exceeding 180 GWh in output [9][10]. - The adoption of full-tab technology in large cylindrical batteries is enhancing their performance, leading to increased demand in both the automotive and energy storage sectors [9][10]. Conclusion - The rapid expansion of Xiangyuan New Energy and the anticipated growth in both small and large cylindrical battery markets indicate a strong alignment with industry trends, positioning the company favorably as it aims to capitalize on the upcoming demand surge [10][11].

Exhibition Overview - The exhibition is named CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition, 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 November 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [3] Exhibitors and Scale - The first batch of exhibitors includes over 200 companies and 20,000 professional attendees [3] - The exhibition will feature more than 200 exhibitors, showcasing advancements in solid-state and sodium battery technologies [3] Concurrent Events - The event will host the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, along with a series of specialized forums [4][5] Forum Agenda - The agenda includes discussions on the global roadmap for sulfide solid-state battery technology, industrialization challenges, and advancements in manufacturing processes [5][6] - Specific sessions will cover topics such as sulfide electrolyte technology, manufacturing challenges, and innovations in solid-state battery materials [6] Awards and Recognition - The Golden Ding Award Ceremony will recognize achievements in various categories, including the Pioneer Award for Solid-State Battery Industrialization and the Most Investable Solid-State Battery Award [6] Participation and Sponsorship - Various sponsorship opportunities are available, with exhibition fees ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a 36 square meter raw space [10] - Contact information for participation and sponsorship inquiries is provided for interested parties [11][12]

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]. - The event will feature the 2025 Qidian Solid-State Battery Golden 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 Hai Si Da, among others [2]. Group 2 - Shandong Shuoshen New Energy Technology Co., Ltd. has launched its lithium iron phosphate power and energy storage battery project, which is part of the 2024 Shandong Province Major Implementation Projects list, with a total planned investment of 4.9 billion yuan [3]. - The first phase of the project, with an investment of 1.4 billion yuan, has an annual production capacity of 2.8 GWh and has already commenced production [3]. - Shuoshen New Energy, established in January 2023, focuses on the research, design, and production of high-energy, high-safety lithium-ion battery cells and packs for energy storage systems [3].

Group 1 - The article discusses the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [2]. - The event will feature the first batch of exhibitors and sponsors, including companies like JinNa Technology, RuTian Technology, and HaiSiDa, among others [2]. - The U.S. government is seeking to acquire up to 10% of American Lithium Corp, which operates the Thacker Pass lithium mine, the largest lithium mine in the U.S., indicating a push to enhance local supply chains for critical minerals [3]. Group 2 - American Lithium Corp's stock price nearly doubled in after-hours trading following reports of the U.S. government's interest in acquiring a stake in the company [3]. - The U.S. government is renegotiating the terms of a $2.3 billion loan to American Lithium Corp, which includes deferring some loan repayments and ongoing negotiations with General Motors [3]. - The discussions around the loan also involve urging General Motors, which holds a 38% stake in the mine, to sign a binding off-take agreement for the mine's production [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 prestigious Solid-State Battery Golden Ding Award ceremony [2] - Jingcheng Times Group will showcase its latest solid-state products at the CINE China Solid-State Battery Exhibition, with booth number C19-C20 [3] Group 2 - Jingcheng Times Group is a leading brand in the global flat die head industry, focusing on precision manufacturing and high-quality development through innovative approaches and advanced processing equipment [7] - The Coating Division provides innovative coating solutions for various precision coating fields, including new energy lithium batteries, perovskite, hydrogen energy, and more [9] - Key products include high-viscosity and high-solid content coating die heads, featuring unique design advantages such as a proprietary 2.5D analysis algorithm for optimized flow channel design and high precision [10][12]

Core Viewpoint - The article highlights the significant growth and market dominance of CATL (Contemporary Amperex Technology Co., Limited) in the lithium battery industry, driven by favorable policies, increasing demand for energy storage, and technological advancements [6][11][12]. Industry Overview - The energy storage sector is experiencing a surge in demand, with a notable increase in lithium battery orders and production capacity [5][8]. - The Chinese lithium battery industry is leading globally, with over 60% of the world's lithium battery production capacity and a projected total output of 1170 GWh by 2024, reflecting a year-on-year growth of 28.6% [11][12]. Company Performance - CATL's A-shares and H-shares reached historical highs, with the A-share market capitalization surpassing 1.83 trillion yuan, overtaking Kweichow Moutai [2][3]. - The company maintained its position as the world's largest supplier of energy storage batteries, with an estimated shipment of 55 GWh in the first half of the year [8]. Market Dynamics - The demand for energy storage batteries is expected to grow significantly, with the National Development and Reform Commission setting a target of 180 million kilowatts of new energy storage installations by 2027, representing an investment of approximately 250 billion yuan [7]. - The domestic and international markets are showing strong demand, with a 246% year-on-year increase in overseas orders for Chinese energy storage companies [7]. Technological Advancements - CATL is advancing in solid-state battery technology, with plans for small-scale production by 2027, aiming for an energy density of 400 Wh/kg, which is a 60% improvement over current liquid batteries [14]. - The company is also making strides in sodium-ion battery technology, having developed the world's first certified sodium-ion battery [14]. Future Outlook - CATL is expected to expand its production capacity to nearly 1000 GWh by the end of 2025, positioning itself as the first TWh-level battery manufacturer globally [10]. - The company is actively investing in new production facilities in Europe and the U.S., aiming to capture a larger share of the global market despite facing policy challenges [13][14].

Group 1 - The core viewpoint of the article highlights the significant developments in Tianqi Materials, including its IPO in Hong Kong and the signing of long-term supply contracts, which are expected to enhance its global competitiveness and production capacity [3][4][5]. - Tianqi Materials has initiated its IPO process in Hong Kong, with the aim of supporting its global strategy and financing overseas projects, which is crucial for its ongoing development [3][6]. - The company has secured a long-term supply agreement with Ruipu Lanjun for 800,000 tons of electrolyte materials, which will significantly boost its production capacity from Q4 2023 to 2030 [3][4]. Group 2 - In addition to the agreement with Ruipu Lanjun, Tianqi Materials has also signed substantial contracts with Chunan and CATL, totaling 1.35 million tons, ensuring stable production capacity for the coming years [4][5]. - The company is focusing on long-term contracts to stabilize its production amid increasing demand and improving supply-demand dynamics in the electrolyte market [4][5]. - Tianqi Materials is actively expanding its overseas presence, with plans to enhance its production capacity in Morocco and North America, aiming to achieve significant revenue growth in the European and American markets [5][6]. Group 3 - The electrolyte market is currently transitioning from a phase of oversupply, and the signing of long-term contracts indicates a positive outlook for the industry [5][6]. - Tianqi Materials has a market share exceeding 40% in the electrolyte sector, positioning it as a leading global supplier despite recent challenges in its financial performance [5][6]. - The company is also enhancing its international patent protection to facilitate its overseas expansion, which is a critical step in its strategy to tap into new markets [5][6].