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, which are key technologies supported by the state for development [2][3] - 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, in Guangzhou, with over 200 exhibitors, 2,000 participating companies, and 20,000 professional visitors expected [3][5] - The event will include a series of forums and award ceremonies, such as the Solid-State Battery Golden Ding Award [3][9] Forum Activities - The forum will feature specialized sessions on various topics, including sodium battery technology innovation, sodium battery materials, and solid-state battery innovations [8][9] - The event will also host the 2025 Fourth Sodium Battery Industry Annual Conference and the 2025 Solid-State Battery Industry Annual Conference, along with their respective award ceremonies [7][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][6] - Notable exhibitors include Shenzhen Jin Na Technology Co., Guangdong Ruitian Machinery Equipment Technology Co., and Jiangsu Yingu Technology Co. [5][6] Participation and Costs - The exhibition offers various booth types with pricing ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a 36 square meter raw space [33] - Interested parties can register for free tickets and inquire about participation and sponsorship through designated contacts [36]

Core Viewpoint - The partnership between Hunan Bobang Shanhua New Materials Co., Ltd. and Ganfeng Technology aims to secure a supply of lithium battery anode materials, with a total contract value not exceeding 117.5 million yuan, indicating a strategic move to support future production capacity [2][5]. Group 1: Procurement Agreement - Hunan Bobang plans to supply lithium battery anode materials, including lithium iron phosphate and ternary lithium battery anodes, to Ganfeng Technology under a procurement framework agreement [2]. - The average price for lithium anode materials is approximately 28,000 yuan per ton, with a procurement volume of around 4,200 tons, which will meet the production capacity needs for approximately 3.1 GWh of batteries [4]. Group 2: Company Positioning - Ganfeng Technology ranks 8th in overseas market power battery installations and 3rd in power battery exports, maintaining a strong position in the global soft-pack power battery market [5]. - The company has been a leader in soft-pack power battery installations in China for eight consecutive years and ranks 6th in domestic ternary battery installations with a market share of 2.40% [5]. Group 3: Production Capacity and Technology - Hunan Bobang has established a large-scale production base in Guizhou, with a total investment of 5 billion yuan, aiming for an annual production capacity of 150,000 tons of integrated lithium battery anode materials and graphite [7]. - The project is divided into two phases, with the first phase involving an investment of 2 billion yuan for a production line of 50,000 tons of anode materials, and the second phase involving an investment of 3 billion yuan for a production line of 100,000 tons of ultra-purified graphite [7]. - The company is focused on developing a proprietary continuous graphitization method for artificial graphite anodes, becoming the first in the industry to achieve a fully "dual-continuous" production process [8]. Group 4: Market Impact - The partnership with Ganfeng Technology is expected to boost Hunan Bobang's anode material shipments and enhance its market share as production capacity in Guizhou comes online [10].

Core Viewpoint - The article highlights the advancements in energy storage technology driven by multiple factors such as technological progress, market demand, and cost reduction, with BYD's new energy storage system "Haohan" leading the competition in large-capacity storage solutions by 2025 [2][7]. Group 1: Product Innovation - BYD's "Haohan" energy storage system features a 14.5MWh minimum unit capacity, currently the largest globally, and can achieve 10MWh in a standard 20-foot container, surpassing the industry standard of 6-7MWh [3][9]. - The 2710Ah storage-specific blade battery used in "Haohan" boasts a capacity increase of over 300% compared to conventional storage batteries, achieving a breakthrough in energy density [2][6]. - The battery employs nano-level high-pressure lithium iron phosphate materials, enhancing lithium ion transmission efficiency and energy density while reducing charging time [2][6]. Group 2: System Efficiency - The "Haohan" system reduces the number of containers needed for a 1GWh storage station to 69, a 52% reduction compared to traditional solutions, and saves 33% in footprint area [5][6]. - The design philosophy of "simplifying through size" allows for fewer containers and a more straightforward management structure, enhancing system integration [5][6]. - The system's overall cost per kilowatt-hour has decreased by approximately 21.7%, with maintenance costs reduced by about 70% [6]. Group 3: Safety and Reliability - The "Haohan" system has an IP66 protection rating, ensuring complete dust and water resistance, and has passed extreme safety tests, aligning with nuclear power standards [5][6]. - It features an AI intelligent temperature control system that operates stably in extreme temperatures ranging from -40°C to 60°C, addressing deployment challenges in high-altitude and high-temperature regions [5][6]. Group 4: Market Position and Orders - As of September 2025, BYD has secured a total of 17.6GWh in public orders for energy storage, covering grid-side, commercial, and large-scale solar storage projects [7][9]. - Notable projects include a 2.5GW/12.5GWh storage project in Saudi Arabia and a 400MW/1.6GWh project in Poland, showcasing BYD's leading position in the global energy storage market [8][9]. - The introduction of the "Haohan" system and the 2710Ah battery is expected to set new industry benchmarks as global energy storage demand surges [9].

Core Insights - The 2025 11th Qidian Lithium Battery Industry Annual Conference aims to address technological breakthroughs in large cylindrical batteries, full-tab batteries, and solid-state batteries while acknowledging ongoing industry challenges such as battery yield and equipment issues [2][4] Event Background and Significance - In early 2025, BMW announced the upcoming installation of large cylindrical batteries in 2026, prompting a surge in industry interest in 46-series large cylindrical batteries [1] - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussions on battery performance [1] - Several companies have begun mass production of full-tab cylindrical batteries, which are expected to find applications in various sectors including electric vehicles and smart homes [1] - The cancellation of mandatory energy storage policies by the state has raised concerns about future demand for energy storage batteries [1] - The introduction of tariffs in the U.S. has impacted the global energy storage industry [1] 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 [2] - It will feature the 11th Lithium Battery Golden Tripod Award ceremony, recognizing outstanding contributions to the lithium battery industry [2][7] Event Scale and Highlights - The conference expects over 2,000 offline attendees and 30,000 online viewers [3] - It will include nine specialized forums with over 60 prominent speakers discussing core issues and technological advancements [3] - The event will also host the 2025 China New Energy Entrepreneurs Club Council meeting for direct engagement among industry leaders [3] Specialized Sessions and Topics - The first day will focus on cylindrical battery technology, including discussions on fast-charging ecosystems and the industrialization of high-nickel ternary and silicon-carbon anodes [5][6] - The second day will cover battery materials and safety technology, addressing challenges in fast charging and battery safety in extreme conditions [6] - The third day will focus on household and portable energy storage technologies, including the release of the 2025 Global User-side Energy Storage Industry White Paper [6] Award Details - The Golden Tripod Award aims to encourage innovation in the lithium battery industry and recognize companies that have made significant contributions [7][8] - The award selection process includes initial assessments and final evaluations leading up to the award ceremony on December 19, 2025 [8] Invited Companies - Notable companies in attendance will include CATL, LG Energy Solution, BYD, and various other leaders in the lithium battery and energy storage sectors [9][10]

Group 1 - The core viewpoint of the article highlights the strategic cooperation framework agreement signed between Chuanfa Longmang and Fulian Precision Engineering, focusing on mutual benefits and resource optimization [2] - The cooperation will leverage Chuanfa Longmang's resource and industrial advantages alongside Fulian Precision Engineering's product and market strengths, aiming to create a more competitive industrial alliance [2] - The collaboration will cover areas such as equity and capital, lithium iron phosphate projects, and precursor projects, with the goal of establishing a complete supply chain from upstream resources to precursor materials and cathode materials [2]

Core Viewpoint - CATL, as a global leader in energy storage batteries, continues to achieve record growth, with its latest market capitalization reaching 1.68 trillion CNY in A-shares and 2.35 trillion HKD in H-shares [3] Group 1: Recent Developments - On September 15, CATL issued a large order of 157,500 tons of lithium iron phosphate materials to Longpan Technology, followed by three major cooperation agreements signed within two days, focusing on project implementation, partnerships with state-owned enterprises, and deepening collaborations with automotive companies [3] - On September 17, 18 projects were signed in Ningde City with a total investment of 24.58 billion CNY, including multiple projects by CATL, amounting to an investment of 8.5 billion CNY [5][6] - The new generation of energy battery production line project will be located in the Jiaoqu District, covering approximately 900 acres, with a planned total investment of 6.5 billion CNY and an annual planned capacity of 40 GWh, expected to achieve an annual output value of approximately 20 billion to 25 billion CNY upon full production [6] Group 2: Strategic Partnerships - On September 17, CATL signed a strategic cooperation agreement with China Huaneng, focusing on product manufacturing, renewable energy, energy storage construction and operation, research innovation, and nuclear power industry [10][11] - China Huaneng, a major state-owned enterprise, has seen its renewable energy installed capacity exceed 95 million kW, with low-carbon clean energy accounting for 51.8% of its total installed capacity [11] - The collaboration aims to integrate nuclear power and battery storage, creating new application scenarios and enhancing energy technology development [12] Group 3: Collaboration with Automotive Industry - On September 18, CATL and Li Auto signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology [13] - CATL will provide high-performance battery systems for all Li Auto products, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [14] - As of now, CATL remains the primary supplier for Li Auto, with over 74% of the installed capacity from January to July being provided by CATL [14]

Core Viewpoint - The article highlights the significant growth of Chinese battery companies, particularly Funeng Technology, in overseas markets, which has become a new growth curve for their performance. Group 1: Overseas Market Performance - Funeng Technology reported that its overseas main business revenue for the first half of 2025 is expected to reach 3.638 billion yuan, with international cooperation with companies like Mercedes, TOGG, and Mahindra Group [3] - From 2020 to 2024, Funeng Technology's overseas market revenue increased from 249 million yuan to 8.66 billion yuan, with overseas revenue accounting for over 70% by 2024 [4] - In the first half of 2025, revenue is projected to be 4.353 billion yuan, with overseas revenue further increasing to 83.6%, becoming a core support for performance [4] Group 2: Key Partnerships and Collaborations - Funeng Technology's core overseas clients include Mercedes, Siro, and Mahindra, with a partnership to supply batteries for Mercedes EQ series mid-to-high-end models [5] - In 2023, Funeng collaborated with Mahindra to supply soft-pack batteries for its first pure electric SUV, XUV400, with a supply period of three years [6] - A joint venture with Turkish electric vehicle manufacturer Togg established Siro, which provides batteries for all its models, including the T10X, with a production capacity of 6GWh [6] Group 3: Product Development and Market Expansion - Funeng Technology is expanding its product offerings from automotive batteries to emerging markets such as low-altitude economy and humanoid robots [8] - The company has achieved GWh-level shipments and anticipates significant growth in semi-solid battery shipments by 2026, with a focus on performance and cost advantages [9] - In the all-solid-state battery sector, Funeng is advancing from laboratory to pilot production, with plans to deliver the first generation of solid-state batteries by the end of 2025 [10] Group 4: Future Outlook - Funeng Technology aims to further enhance its market presence in SPS products and solid-state batteries, targeting overseas markets to increase profit margins [11]

Core Viewpoint - The energy storage sector is entering a new growth cycle, with battery cells in high demand and companies reporting full production and sales [2][3]. Group 1: Company Performance - Yiwei Lithium Energy reported that as of September 15, their energy storage battery production is at full capacity, with a saturated order demand [2]. - XINWANDA indicated on September 12 that their energy cell capacity utilization is high, achieving full production and sales [2]. - XINWANDA's revenue for the first half of 2025 reached 26.985 billion yuan, a year-on-year increase of 12.82%, with energy storage systems showing the fastest growth at 1.004 billion yuan, up 68.85% [5]. - Yiwei Lithium Energy's revenue for the first half of 2025 was 28.170 billion yuan, a year-on-year increase of 30.06%, with energy storage battery revenue at 10.298 billion yuan, up 32.47% [8]. - Zhongchuang Innovation's total revenue for the first half of 2025 was approximately 16.419 billion yuan, a year-on-year increase of 31.7%, with energy storage system products growing by 109.7% [9]. Group 2: Market Trends - The global energy storage market is predicted to experience explosive growth, with an expected shipment of over 600 GWh by 2025 [3]. - In the first half of 2025, Chinese companies secured over 160 GWh of new overseas energy storage orders, representing a year-on-year increase of over 200% [3]. - The energy storage business is becoming a significant growth driver for battery companies, with many reporting revenue increases that outpace their power battery segments [4]. Group 3: Product Development - XINWANDA is actively exploring commercialization of solid-state batteries, with their first-generation semi-solid battery achieving an energy density of over 300 Wh/kg [2]. - Yiwei Lithium Energy's energy storage battery shipments reached 28.71 GWh in the first half of 2025, a year-on-year increase of 37.02%, surpassing the power battery shipments of 21.48 GWh [8]. - Zhongchuang Innovation is set to mass-produce new generation 600Ah+ energy storage cells by the fourth quarter of 2025, alongside launching a series of outdoor energy storage cabinet products [9].

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 platform for showcasing new battery technologies and to promote high-quality development within the industry [2][3] 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 series of forums, including the 2025 Sodium Battery Industry Annual Conference and the 2025 Solid-State Battery Industry Annual Conference, along with award ceremonies for the respective industries [8][9] Forum Activities - The forum will include specialized sessions on various topics such as sodium battery technology innovation, sodium battery materials, and solid-state battery innovations [8][9] - The schedule includes multiple sessions across the three days, with specific focus areas for each day, culminating in award ceremonies for outstanding contributions in the industry [8][9] Exhibitor Types - Exhibitors will include companies involved in solid-state battery cells, materials, equipment, and applications, as well as sodium battery cells, systems, and materials [5][7] - A diverse range of exhibitors is expected, showcasing innovations in battery technology and applications across various sectors, including electric vehicles and energy storage systems [5][7] Participation and Costs - The exhibition offers various booth types with pricing ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a larger space requiring custom design [33] - Interested parties can register for free tickets and inquire about sponsorship opportunities through designated contacts [36][42]

Core Viewpoint - The article discusses the upcoming energy storage project in Egypt, led by Sungrow Power Supply Co., which aims to establish a 10GW battery factory, significantly contributing to the country's energy transition and localizing the renewable energy industry chain [2][3]. Group 1: Project Overview - Sungrow Power's chairman met with Egypt's President Sisi to propose a large-scale energy storage project, which is expected to support Egypt's renewable energy goals [2]. - Scatec, a Norwegian company, has already invested $3.6 billion in various renewable energy projects in Egypt, including solar power and battery storage systems [3]. - The Egyptian government is committed to supporting the project, indicating a favorable policy environment for renewable energy development [3]. Group 2: Company Performance - Sungrow Power has been active in international markets, securing projects in Japan (500MWh), Finland (100MWh), Chile (1GWh), and Africa (612MWh) [3]. - The company has a long history in the energy storage sector, having established a dedicated division in 2006 and formed a joint venture with Samsung SDI in 2014 [4]. - The energy storage segment has seen explosive growth, with revenues reaching approximately 17.8 billion yuan in the first half of the year, doubling year-on-year and surpassing the inverter business to account for about 41% of total revenue [7]. Group 3: Market Dynamics - The surge in energy storage has positively impacted related photovoltaic companies, with Sungrow Power reporting a net profit of 7.8 billion yuan in the first half of 2025, despite challenges in the broader photovoltaic supply chain [5][6]. - The integration of solar and storage technologies is becoming a reality, with storage inverters emerging as a key growth area for manufacturers [8]. - Sungrow Power has significantly invested in R&D, with a team of 7,120 people and R&D expenditure reaching 2.037 billion yuan, a 37.08% increase year-on-year [8].