倒计时44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） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 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 硅基负极备受关注 当年正值全球能源转型的关键阶段，锂电池 / 风电 / 光伏 / 储能 / 新能源汽车等代表产品在全球各地普及，这其中锂电池就是运转各个新能 源相关终端产品的纽带，锂电池以及未来新势力钠电池和固态电池的相关产业链自然成了资本市场关注的重点区域。 今年上半年锂 / 钠电池产业链融资新闻层出不穷，所涉及的金额少则几百万元人民币，多则数千万美元，所涉及范围涵盖上下游各个环节， 相关企业超过 20 家。 进入第三季度， 7 月份也有一波新能源融资浪潮，涉及到锂电池、光伏、氢能三大板块，且硅基负极、固态电解质等企业居多，复合集流体 也有企业获得融资（博恒材料）。 8 月份融资企业相对少了一些，主要有四川物科金硅 ...

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] - Shenzhen Sansing Feirong Machinery Co., Ltd. will showcase its latest solid-state products at the exhibition, with booth number C05 [3] Group 2 - Shenzhen Sansing Feirong is a national high-tech enterprise providing intelligent production solutions for powder preparation and sand milling equipment, covering an area of over 6,600 square meters [6] - The company has over 60 employees, including 30 engineers and 2 senior engineers with professor titles, and has developed 25 patents, including 16 authorized invention patents [6] - The company emphasizes technological innovation and deep customer demand exploration, maintaining a sustainable competitive edge through continuous R&D investment [6][8] Group 3 - The company's solutions and products are widely used in various fields, including ceramic materials, carbon materials, energy materials, and nano new materials, serving over 10,000 clients [8] - The company has completed over 600 EPC contracts and has established long-term strategic partnerships with numerous prestigious institutions and companies, contributing specialized value to its users [8]

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 event will feature a new battery technology forum with nine specialized sessions and the prestigious Solid-State Battery Golden Ding Award ceremony [2][10] - Keda New Energy will showcase its latest solid-state products at the exhibition, with booth number A04 [3] Group 2 - Keda Manufacturing Co., Ltd. was established in 1992 and listed on the Shanghai Stock Exchange in 2002, with a secondary listing on the Swiss Stock Exchange in 2022, operating in four major business segments including new energy equipment [8] - Keda New Energy Equipment Co., Ltd. focuses on the research and sales of new energy materials and equipment, offering products that support various battery materials and automated sintering production lines [8] - The company collaborates with leading lithium battery material firms to drive technological innovation and is expanding its global presence, particularly in the European market through partnerships [8]

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition are the first professional exhibitions focusing on the entire industry chain of next-generation power and energy storage battery technologies, scheduled for November 6-8, 2025, in Guangzhou [3][5]. - The exhibitions aim to create a professional display platform for the new battery technology industry, promoting high-quality development of the solid-state and sodium battery sectors [2][3]. Event Scale and Participation - The event will feature over 200 exhibitors, 2,000 participating companies, and 20,000 professional attendees [3][5]. - The exhibition will include a series of specialized forums, including the Solid-State Battery Industry Annual Conference and the Sodium Battery Industry Annual Conference, along with award ceremonies for the Solid-State Battery Golden Ding Award [5][9]. Forum Activities - The forum activities will span three days, with specific sessions dedicated to various topics such as sodium battery technology innovation, sodium battery materials, and solid-state battery innovations [8][9]. - The first day will focus on sodium battery technology, while the second day will cover solid-state battery advancements [8][9]. Exhibitor Types - Exhibitors will include companies specializing in solid-state battery cells, materials, equipment, and applications, as well as sodium battery cells, systems, and materials [5][7]. - Notable exhibitors include Shenzhen Jin Sodium Technology Co., Guangdong Ruitian Machinery Technology Co., and Jiangsu Yingu Technology Co. [5][7]. Venue and Logistics - The exhibitions will take place at the Nansha International Convention and Exhibition Center in Guangzhou, with setup scheduled for November 4-5, 2025 [5][9]. - The event will operate daily from 9:00 AM to 5:00 PM during the exhibition days [5].

Group 1 - The core viewpoint of the article emphasizes the importance of battery lifespan over fast charging technology, as stated by NIO's CEO Li Bin during the NIO Day media event [2][3] - Li Bin highlighted that a longer battery lifespan is more significant than fast charging, urging the public to focus on battery longevity [3] - He provided an example illustrating the financial burden of battery replacement after eight years, which could cost between 80,000 to 100,000 yuan, stressing the impact on social resources and consumers [3] Group 2 - The article mentions upcoming events in the lithium battery industry, including the CINE2025 solid-state battery exhibition scheduled for November 6-8 in Guangzhou [3] - It also notes the 2025 11th Qidian Lithium Battery Industry Annual Conference and User-side Energy Storage Battery Technology Forum, set to take place from December 17-19 in Shenzhen [3]

Core Viewpoint - The article highlights the recent signing of 15 quality projects in Pinghu, Zhejiang, with a total investment of 64.25 billion yuan, and the commencement of 22 major projects with an investment scale of 83.56 billion yuan, focusing on key industries such as intelligent equipment, high-end machine tools, automotive electronics, semiconductors, and life health [2] Group 1: Project Details - A notable project includes the construction of a lithium battery structural component with an annual production capacity of 35 million sets, located on the east side of Pingxing Highway and the north side of Xinggong Road, with an investment of 750 million yuan and covering an area of 55.4 acres [2] - The project is expected to be completed by December 2026, with an anticipated annual output value of 600 million yuan and tax contributions of 36.55 million yuan [3] - Zhejiang Chende Precision Manufacturing Co., Ltd., established in December 2024, is fully owned by Jiaxing Xirui Commercial Management Co., Ltd., with a registered capital of 251.27 million yuan [3] Group 2: Capital Reduction Announcement - On August 7, 2025, Zhejiang Chende announced a capital reduction plan, decreasing its registered capital from 251.27 million yuan to 70 million yuan [4][6] - The company has invited creditors to contact them within 45 days of the announcement for debt repayment or guarantees [6] Group 3: Industry Trends - The lithium battery precision structural component market is experiencing a production expansion wave, with several companies announcing capacity increases this year [7] - Companies like Sileck have signed investment agreements for new projects, including a 160 million yuan investment for a battery shell production line and a 230 million yuan investment for a new energy precision structural component project [7][8] - Other companies, such as Zhongrui and Jinyang, are also investing significantly in overseas production capacities, indicating a broader trend of expansion in the lithium battery sector [9]

Core Insights - The article highlights the rapid transformation in the renewable energy sector driven by AI, particularly in data center energy storage, which is expected to see over a tenfold increase in global installed capacity by 2030 [2] - ByteDance is actively seeking partners to develop a microgrid system that integrates wind, solar, and large-scale energy storage to meet the growing energy demands of its expanding data centers [2][5] Group 1: Data Center Energy Storage - The demand for energy storage in AI-driven data centers (AIDC) is experiencing explosive growth, with ByteDance's recent tender indicating a significant shift in energy management strategies [5] - The project requires bidders to have experience in large-scale lithium battery storage systems and a solid financial background, emphasizing the need for established players in the market [4] - Policies from various government departments are pushing for a green transition in data centers, mandating that by 2030, at least 80% of energy consumed by new data centers should come from renewable sources [7][8] Group 2: AI and Lithium Battery Development - ByteDance's collaboration with BYD aims to leverage AI in lithium battery research, focusing on fast charging, cycle life improvement, and safety performance [10][12] - The AI model BAMBOO developed by ByteDance is enhancing the efficiency of battery research by accurately predicting key performance metrics, thus accelerating the development process [11] - The integration of AI in the lithium battery sector is broadening, with various companies exploring AI applications from manufacturing to lifecycle management, indicating a trend towards smarter battery solutions [13][14]

Core Viewpoint - Hunan Youneng is leading the global lithium iron phosphate (LFP) market with a production capacity of 858,000 tons of phosphate cathode materials by June 2025, and is actively expanding its overseas projects [3][4]. Group 1: Overseas Expansion - Hunan Youneng is planning two major overseas project bases, one in Spain with an annual production capacity of 50,000 tons, targeting the European and American markets, with a total investment of approximately 982 million RMB (about 129 million euros) and a construction period of 15 months [4]. - The second project is in Malaysia, aiming for an annual production of 90,000 tons of lithium battery cathode materials, with a total investment of about 560 million Malaysian Ringgit (approximately 950 million RMB) [5]. - The company has established a project company in Spain and is in the substantive construction phase, with total investments expected to exceed 6 billion RMB [5]. Group 2: Market Position and Revenue - Hunan Youneng has maintained the highest global shipment volume of lithium iron phosphate since 2020, with a shipment volume of 480,800 tons in the first half of this year, representing a year-on-year increase of 55.38% [6]. - The company's revenue for the first half of the year reached 14.077 billion RMB, a year-on-year growth of 32.76%, with a gross profit margin of 6.97% [6]. - The majority of Hunan Youneng's revenue is concentrated in domestic markets, with 97.5% of revenue coming from East China, South China, Central China, and Southwest China, highlighting the importance of expanding into higher-margin overseas markets [5]. Group 3: Product Development and Profitability - Hunan Youneng is adjusting its product structure to enhance profitability, with new products like the CN-5 and YN-9 series contributing to approximately 40% of total sales, amounting to 193,400 tons [6]. - The company forecasts a total shipment of around 1 million tons of phosphate cathode materials for the entire year, which would represent a 40% increase compared to 710,600 tons in 2024 [6]. Group 4: Resource Control - Hunan Youneng is advancing its phosphate mining operations, which are expected to positively impact profits once production ramps up [7]. - The company controls mining rights for two major phosphate mines in Guizhou, with the Huangjiapo mine designed for an annual output of 1.2 million tons and the Dashichang mine expected to achieve large-scale production by the second half of 2025 [7][8].

Group 1 - The core viewpoint of the article is that Li Auto and Xinwanda are establishing a joint venture to produce lithium-ion batteries for electric vehicles, with a 50:50 investment ratio [2] - The joint venture is named Shandong Li Auto Battery Co., Ltd., and it will focus on manufacturing Li Auto's self-developed battery products, which are expected to be available in vehicles by next year [3] - Li Auto's battery research and development team consists of approximately 200 members, and the company's president, Ma Donghui, closely monitors the project's progress, reviewing it every two weeks [3] Group 2 - Li Auto's known battery suppliers include CATL, Xinwanda, and Hive Energy, with several models of the L-series SUVs utilizing Xinwanda batteries [4] - The establishment of the battery joint venture with Xinwanda legitimizes Li Auto's self-developed battery, referred to as "Li Auto Battery," allowing for branding on the battery nameplate [4]

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition are the first professional exhibitions focusing on the entire industry chain of next-generation battery technologies, specifically solid-state and sodium batteries [3][5] - The exhibitions aim to create a professional display platform for companies in the new battery industry chain, promoting high-quality development of new battery technologies [2] Event Details - The exhibitions will take place from November 6 to 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, with over 200 exhibitors and 2,000 participating companies expected [3][5] - The event will feature a total of 20,000 professional visitors and will include a series of forums and award ceremonies, such as the Solid-State Battery Golden Ding Award [3][5] Forum Activities - The event will host multiple specialized forums, including the 2025 Fourth Sodium Battery Industry Annual Meeting and the 2025 Solid-State Battery Industry Annual Meeting, with various sessions focusing on technology innovation and material applications [8][9] - The forums will cover topics such as sodium battery technology innovation, sodium battery cathode materials, and solid-state battery technology advancements [8][9] Exhibitor Types - Exhibitors will include companies specializing in solid-state battery cells, materials, equipment, and applications, as well as sodium battery cells, systems, and materials [5][7] - Notable exhibitors include Shenzhen Jin Sodium Technology Co., Guangdong Ruitian Machinery Equipment Technology Co., and Jiangsu Yingu Technology Co. [5][7] Participation and Costs - The exhibition offers various booth types with pricing starting from 15,000 RMB for a 9 square meter standard booth, which includes essential services and equipment [33] - Interested parties can register for free tickets and inquire about sponsorship opportunities through designated contacts [36]