CINE2025固态电池展 CINE2025钠电展 一、展会背景及简介 固态电池及钠电作为下一代新能源电池的主要技术路线，是国家重点支持发展的新质生产力，近几年中国固态电池及钠电池产业取得加速发展，产 业化进程提速。根据起点研究院（SPIR)统计整个固态电池及钠电池产业链上下游超过1000+相关企业，企业数量众多，但是缺乏专业的产业链展 会和专业的展示服务平台。在此背景下，起点研究作为新型电池行业权威媒体智库平台顺势而为，推出了" CINE固态电池展/CINE钠电展 ，旨在 打造新型电池技术行业第一展 ，为下一代新型电池产业链企业搭建专业展示平台 ，促进新型电池技术产业链高质量发展。 " CINE固态电池展及CINE钠电展 "是行业首届新型电池全产业链专业展会，主要聚焦下一代新型动力及储能电池技术，也是专业性最强的新型电 池技术专业展会。主办方是新能源电池行业权威媒体平台起点研究旗下媒体平台--起点固态电池、起点钠电和起点锂电，举办 时间定档为2025年 11月6日-8日，举办地点为：广州 。展商规模200+，参会企业2000+，专业观众20000+，同期举办新型电池技术论坛，包含九大专场，固态电池行 业权威 ...

海外市场需求高景气，国内电池厂商迎来产销两旺。 此外， 4 月与威腾电气、安徽通盛能源、中绿中科锂电容、常德昆宇、 AmpereHour 五家企业签署合作协议，总订单超 3GWh ，这些合作 涉及多个海外市场，进一步提升了中汽新能的全球市场影响力； 1 月还中标中国电建 1GWh 磷酸铁锂储能电池框招项目中的 500MWh 份 额。从公开信息看，其 2025 年已斩获近 14GWh 订单。 数据统计， 8 月，动力和其他电池出口同比增长 23.9% ，比亚迪、中创新航、国轩高科、蜂巢能源、中汽新能、瑞浦兰钧等超过平均增 速，其中，中汽新能和蜂巢能源均实现同比翻倍增长， 中汽新能增速最高，同比增长达 1336.9% ，主要是储能电池出口。 中汽新能前身为青岛力神（于今年 7 月更名），是国务院国资委推动央企专业化整合的重点项目，由中国一汽、中国兵器装备、东风汽车与 中国诚通在动力电池领域携手打造。就在 6 月，中汽新能单月出货量突破 1GWh ，成为企业转型后的里程碑。 此次出口暴增 13 倍的背后，近年来中汽新能积极布局储能赛道，建设多个储能项目并签订大单，储能业务累计交付超 5GWh ，海外订单增 长 83 ...

Core Viewpoint - The lithium battery market is showing signs of recovery, with companies like Hengyi Energy Technology Co., Ltd. restarting their IPO processes, indicating a restoration of capital pathways in the industry [2][4]. Group 1: Hengyi Energy Technology Co., Ltd. - Hengyi Energy, established in December 2018, focuses on intelligent manufacturing equipment for lithium batteries and has delivered over 500 GWh of production and testing lines globally [2]. - The company has a significant reliance on CATL, with over 50% of its revenue coming from this major client, which is also a shareholder [3]. - Hengyi Energy claims that its high revenue concentration from CATL is typical for the industry and is working to diversify its client base, with a decreasing proportion of orders from CATL [3]. Group 2: Other Companies in the Lithium Battery Supply Chain - Nanbaichuan New Energy Co., Ltd. has successfully passed the IPO review and is in the registration phase, aiming to raise 729 million yuan for production projects and working capital [6][7]. - Xinfu New Energy Technology Co., Ltd. has submitted an IPO application, focusing on thermal management components for electric vehicles, with plans to raise 463 million yuan [8]. - Wuxi Lichi Intelligent Equipment Co., Ltd. is also in the IPO process, seeking to raise 1.008 billion yuan for automation equipment projects and R&D [8][9].

Core Viewpoint - The 2025 Eleventh Annual Lithium Battery Industry Conference aims to address technological breakthroughs and challenges in the lithium battery sector, focusing on innovations such as large cylindrical batteries, full-tab batteries, and solid-state batteries, while also providing a platform for industry exchange and collaboration [2][4]. Group 1: Event Background and Significance - In early 2025, BMW announced the upcoming deployment 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 fields including electric vehicles and smart homes [1] - The cancellation of mandatory energy storage policies by the government has raised concerns about future demand for energy storage batteries [1] - The U.S. tariff policy has impacted the global energy storage industry [1] Group 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 [2] - The conference will feature various forums and discussions on key topics, including battery technology advancements and safety challenges [2][3] Group 3: Event Highlights - The conference will gather over 2000 attendees, including industry leaders and emerging companies [3] - There will be nine specialized forums and over 60 keynote speakers discussing core issues and technological breakthroughs [3] - The event will also host the 11th Lithium Battery Golden Tripod Award ceremony, recognizing outstanding contributions to the lithium battery industry [3][7] Group 4: Specialized Sessions and Topics - The first day will focus on cylindrical battery technology, discussing topics such as fast-charging ecosystems and the industrialization of high-nickel ternary batteries [5][6] - The second day will cover battery materials and safety technology, including advancements in lithium metal anodes and solid-state battery manufacturing [6] - The third day will address household and portable energy storage technologies, including the release of the 2025 Global User-Side Energy Storage Industry White Paper [6][9] Group 5: 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, culminating in an award ceremony on December 19, 2025 [8]

Core Viewpoint - The energy storage battery industry is experiencing a "chip shortage" due to a mismatch between supply and demand, driven by increased demand from regions like Europe, the Middle East, and Australia, as well as limited production capacity from manufacturers [3]. Group 1: Company Production and Demand - EVE Energy is currently operating at full production capacity for energy storage batteries, with a saturated order demand [2]. - The overall demand for energy storage batteries is robust, with reports indicating that orders for 100Ah cells are booked until February 2026 [2]. - In the first half of 2025, EVE Energy's energy storage battery shipments reached 28.71 GWh, representing a year-on-year growth of 37.02% [4]. Group 2: Market Dynamics - The demand surge is attributed to energy transition initiatives, with countries like the UK and Australia seeing significant increases in household storage needs [3]. - The supply side is facing challenges, with low production capacity utilization expected in 2024 and a sudden demand explosion in 2025, leading to a reliance on leading companies for capacity expansion [3]. Group 3: Strategic Developments - EVE Energy has secured over 60 GWh in orders in the energy storage sector, including a notable 50 GWh procurement contract with Haibosichuang [4]. - The company is expanding its production capabilities with a new super factory in Jingmen, Hubei, and a new energy storage battery project in Malaysia, which is expected to enhance its international delivery capacity [5]. - EVE Energy aims to achieve an annual shipment target of 80 GWh as production capacity is released [6].

Core Viewpoint - The article highlights the significant growth and market confidence in CATL (Contemporary Amperex Technology Co., Limited), driven by strong financial performance and favorable industry trends, particularly in the lithium battery sector [7][8]. Company Performance - CATL's stock price surged over 14% in A-shares, reaching a historical high of 371.52 CNY per share, and closed at 354.70 CNY, with a market capitalization of 1.62 trillion CNY [3][4]. - For the first half of 2025, CATL reported revenue of 178.886 billion CNY, a year-on-year increase of 7.27%, and a net profit of 30.485 billion CNY, reflecting a substantial growth of 33.33% [8]. - The company's gross margin stood at 25.58%, indicating strong profitability [8]. Industry Trends - The lithium battery industry is expected to enter a new upcycle in 2025 after a prolonged destocking period, benefiting major players like CATL [8]. - The National Development and Reform Commission and the National Energy Administration have set a target for new energy storage installations to reach over 180 GW by 2027, with a projected investment of approximately 250 billion CNY [7]. Production Capacity and Orders - CATL's production capacity for lithium battery systems reached 345 GWh, with an output of 310 GWh and a utilization rate of 89.86% [8]. - The company is on track to achieve a production capacity close to 1000 GWh by the end of 2025, becoming the first TWh-level battery manufacturer globally [9]. - CATL has secured significant orders in the energy storage sector, with cumulative storage orders exceeding 50 GWh [9]. Market Expansion - CATL's market share in Europe has surpassed 38%, and the company is actively expanding into the U.S. market despite facing policy challenges [11]. - A new factory in Hungary is expected to begin production by early next year, with a planned annual capacity of 100 GWh, which will position CATL as a leading battery producer in Europe [10]. Supply Chain Management - To ensure a stable supply of critical materials, CATL has engaged in prepayments and equity stakes with upstream suppliers, although some materials still face structural shortages [11].

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 the top 10 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, discussing national 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 - The 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 article discusses the CINE2025 Solid-State Battery and Sodium Battery Exhibition, highlighting its significance as a key platform for the next-generation energy battery technologies supported by the government [2][3] - The exhibition aims to create a professional display platform for over 1000 related enterprises in the solid-state and sodium battery industry, facilitating high-quality development of the new battery technology industry chain [2] - The event is scheduled for November 6-8, 2025, in Guangzhou, featuring over 200 exhibitors, 2000 participating companies, and 20,000 professional attendees [3][5] Group 2 - The exhibition will include a series of specialized forums, such as the Sodium Battery Industry Annual Conference and the Solid-State Battery Industry Annual Conference, with various sessions focusing on technological innovations and applications [8][9] - The event will also host the prestigious Solid-State Battery Golden Ding Award ceremony, recognizing outstanding contributions in the industry [3][9] - The exhibition will feature a wide range of exhibitors, including companies specializing in solid-state battery cells, materials, and equipment, as well as sodium battery technologies and systems [5][7]

Core Viewpoint - The lithium battery industry in 2025 is characterized by a mix of strong demand and challenges such as structural overcapacity and declining net profits for many companies [3][4][6]. Group 1: Industry Performance - In the first half of 2025, China's total lithium battery production reached 480 GWh, a year-on-year increase of 20% [4]. - The export value of lithium-ion batteries from China reached $34.102 billion (approximately 245 billion RMB), marking a year-on-year growth of 25.14% [4]. - Major companies like CATL and EVE Energy have capacity utilization rates close to 90%, while second-tier companies generally operate at 60%-70% [5][10]. Group 2: Company Performance - Over half of the battery companies reported both revenue and profit growth, but significant performance disparities exist, with the "Matthew Effect" intensifying [8]. - For instance, companies like CATL and Zhongxin Innovation saw substantial revenue increases, while others like EVE Energy experienced a decline in net profit [9][11]. Group 3: Market Trends - The demand for energy storage batteries surged, with global shipments reaching 240 GWh, a year-on-year increase of 106% [11]. - The market is shifting from policy-driven demand to profit-driven demand, leading to a shortage of quality energy storage products [11][12]. Group 4: Phosphate Lithium Sector - The phosphate lithium sector is facing a situation of revenue growth without profit, with a total production of 163.2 million tons in the first half of 2025, a year-on-year increase of 66.6% [17]. - Despite increased production, many companies in this sector are struggling with low profit margins due to overcapacity and price competition [19][20]. Group 5: Lithium Carbonate Prices - Lithium carbonate prices have remained low, impacting the revenue and profits of lithium mining and salt companies [30][33]. - For example, Ganfeng Lithium reported a net loss of 531 million RMB, while Tianqi Lithium achieved a net profit of 84.41 million RMB, largely due to improved pricing mechanisms [35][36]. Group 6: Separator and Electrolyte Markets - The separator industry is experiencing a decline in profit margins, with many companies reporting losses despite increased sales volumes [41][43]. - The electrolyte market is also facing challenges, with overcapacity leading to price wars and financial difficulties for some companies [46][49]. Group 7: Equipment Sector - The demand for lithium battery equipment is recovering, with leading companies like Xianlead Intelligent and Hanke Technology reporting revenue growth [52][54]. - Solid-state battery equipment is emerging as a new growth point, with significant orders being placed by various companies [56][57].

Core Viewpoint - The environmental impact assessment (EIA) approval for a lithium iron phosphate project in Ganzhou, Jiangxi has been revoked due to the company's strategic adjustments and declining market conditions [2][6]. Group 1: Project Overview - The project was initiated by Ganzhou Hongli Environmental Technology Co., Ltd., established in July 2023 with a registered capital of 10 million yuan [6]. - The project was approved for EIA in April 2024, covering an area of 80,000 square meters with a total investment of 550 million yuan, aiming for an annual production capacity of 10,000 tons of lithium iron phosphate [6]. - Key construction components included raw material pretreatment workshops, leaching workshops, and various supporting facilities [6]. Group 2: Industry Trends - The lithium iron phosphate industry is characterized by two major trends: market concentration among leading companies and structural overcapacity [6][7]. - Leading companies are gaining market share, particularly in overseas markets, with collaborations established with major firms like LG Energy and Yiwei Lithium Energy [7]. - There is a noticeable demand for high-end production capacity while low-end capacity is losing competitiveness, especially with the emergence of fourth-generation lithium iron phosphate products [7][9]. Group 3: Company Performance - Companies like Fulin Precision have upgraded their production capacity, resulting in significant revenue growth, with a reported revenue of 5.813 billion yuan in the first half of the year, a year-on-year increase of 61.7% [7]. - The profitability of companies such as Hunan Youneng and Defang Nano has improved, with Defang Nano's fourth-generation high-density lithium iron phosphate product gaining a market share of 20% to 30% [8][9]. - The market is expected to further concentrate based on technological advancements, necessitating structural adjustments in production capacity to meet new competitive challenges [10].