Core Viewpoint - The solid-state battery industry is experiencing significant growth, with production expected to reach 5.1 GWh in 2024 and 29.2 GWh by 2028, driven by technological advancements and the demand for sustainable energy solutions [1]. Solid-State Battery Technology Latest Developments - The engineering challenges of all-solid-state batteries include high interfacial resistance and sensitivity to air and moisture, with strategies such as controlling particle size and surface coating being explored to enhance performance [5][7]. - The industry trend is shifting towards solid-state batteries, which require external stress to address interfacial contact issues, and the adoption of soft-pack structures is recommended to avoid mechanical failures [7]. - Innovations in materials include the development of lithium-rich manganese-based cathodes and silicon-based anodes, with companies achieving significant production capabilities [9][11]. - Sulfide solid electrolytes have seen advancements, with companies achieving production scales of over 100 kg and plans for larger production lines by 2025 [13][15]. Solid-State Battery Processing Innovations - Companies are addressing technical challenges such as interfacial resistance and compatibility with conventional materials through various innovative processing techniques [23][25][27]. Market Application Prospects - Solid-state batteries are expected to have broad applications in power and energy storage sectors, with potential mass production starting in 2027 [29]. - In consumer electronics and low-altitude aircraft, solid-state batteries are favored for their lightweight and high energy density, making them suitable for drones and safety-critical devices [31]. Solid-State Battery Industry Chain Development - The localization of key materials is accelerating, with companies focusing on the industrialization of high-purity lithium sulfide for solid electrolyte production [33]. - Collaboration between enterprises and academic institutions is deepening, enhancing the development of materials for solid-state batteries [35]. Future Outlook and Challenges - Continuous innovation in solid-state battery technology is crucial for commercial application, with expectations for improvements in energy density, safety, and cycle life [38]. - The collaborative development of the solid-state battery industry chain is essential for its healthy growth, requiring coordination across all production stages [39]. - Challenges such as high material costs and complex production processes remain, with experts suggesting strategies like enhancing basic research and optimizing production methods to address these issues [40]. Conclusion - The successful forum highlighted the importance of collaboration and innovation in the solid-state battery sector, indicating a promising future for this technology in energy storage applications [44].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源 ：企业公告 天赐材料称，该次投资协议的签署旨在通过与摩洛哥当地政府建立长期、稳定的战略合作关系，充分整 合优势资源，进一步完善公司海外布局，推进全球化战略。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 7 月7日晚，天赐材料公告，计划公开发行H股股票并申请在香港联交所主板挂牌上市。 天赐材料 表示，为深入推进公司全球化战略布局，打造国际化资本运作平台，满足海外业务的持续发 展需要和提质增效要求，根据相关法律、法规的要求，计划公开发行H股股票并申请在香港联交所主板 挂牌上市。截至目前，正积极与相关中介机构就本次发行的相关工作进行商讨，除本次董事会审议通过 的相关议案外，其他关于本次发行的具体细节尚未最终确定。 当前，天赐材料正积极向海外市场寻求业绩增量。 今年6月12日晚天赐材料公告，近日公司及全资孙 公司TinciMaterialsJorfLasfarSAS（以下简称"项目公司"）与 摩洛哥王国 签署了投资协议，拟通过 项 ...

本文来源：储能前沿 据湖南省自然资源厅7月9日发布的消息， 湖南省郴州市临武县鸡脚山矿区已探获超大型蚀变花岗岩型锂 矿床，共提交锂矿石量4.9亿吨，氧化锂资源量131万吨。 同时，该超大型矿产伴生铷、钨、锡等多种战略矿产，所有资源均为新增资源量。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 大中矿业此前披露，公司湖南项目采用"采、选、冶一体化"经营模式，实现了锂原料的100%自给自足。 湖南鸡脚山矿区首采区—通天庙矿段已探明资源储量约324万吨碳酸锂当量，规划年采选生产规模为2000 万吨，具备显著的产能规模优势。公司预估一期1000万吨采选项目和一期2万吨/年碳酸锂冶炼项目将于 2026年建成投产。 受消息影响，大中矿业7月9日开盘10cm涨停。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 公开资料显示，湖南省矿产资源调查所2022年对鸡脚山矿区资料进行深度挖掘，发现锂矿线索，并在 2023年2月初步圈定锂资源富集区。大中矿业（001203）全资子公司湖南大中赫锂矿有限责任 ...

Group 1 - The core viewpoint of the article highlights the significant investment and expansion of Yinglian Co., as it prepares for large-scale production of composite materials, marking a strategic move into the composite fluid market [2] - The headquarters of Jiangsu Yinglian Composite Fluid Co., a subsidiary of Yinglian Co., was inaugurated in Yangzhou, Jiangsu, indicating the company's commitment to this new venture [2] - The total investment for the Jiangsu Yinglian headquarters project is 3.089 billion yuan, with plans to establish 10 production lines for composite aluminum foil and 134 production lines for composite copper foil [2] Group 2 - Upon reaching full production capacity, the expected annual output will be 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil [2]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源：镶黄旗宣传平台 7月7日，内蒙古镶黄旗锂资源综合利用项目年产2万吨碳酸锂段调试产品碳酸锂顺利下线，标志着内蒙 古首个县域级锂电全产业链建设取得关键突破进展。 项目一期年采选60万吨锂铌钽矿项目已投产；二期锂资源综合利用项目年产2万吨碳酸锂冶炼段首批调 试产品正式下线，磷酸铁锂正极材料加工项目施工现场如火如荼；三期年产2GWh电芯及PACK制造项 目顺利开工。项目达产后，预计年产值200亿元，税收18亿元，直接带动千余人就业。 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 END ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025年7月9日，上海迎来了一场备受瞩目的行业盛会—— 2025(第三届)中国固态电池 技术发展与市场展望高峰论坛。 本次大会聚焦固态电池技术的前沿进展与产业应用，吸引了众多行业专家、企业代表以及科研人员齐聚一堂，共同探讨固态电池的未来发展。 为了让无法亲临现场的朋友们也能第一时间感受大会的热烈氛围，本次固态电池大会推出了 照片抢先看！ 时间 ：2025年7月9日 地点 ： 上海浦东假日酒店 主办：鑫椤资讯 sswa : 1 1000 c House and the Castler a = @ 3 投資訊 部 1 - 1 the state 2025(第三届) 中国国态电池技术发展与市场展望 高峰论坛 888 789 时间： ..... ## 亚洲 e El REGISTER ( t 9号号 ISS SR 餐校資訊 @ i ■ 1200 lan i ICC 念核資訊 (1) 2 ICC 鑫核資訊 the END 新资 F and 8 1 21 玻璃器具 发电机车 >>1 自 7 F 2 (0) P e 专家分享 ：来 ...

Core Viewpoint - The "Big and Beautiful" Act signed by President Trump is expected to exacerbate the fiscal deficit and debt risks in the U.S., while also impacting the competitiveness of the renewable energy sector, particularly solar and electric vehicle industries [1][2]. Summary by Sections Tax Incentives for Energy Storage - The act extends the Investment Tax Credit (ITC) for energy storage projects until 2036, providing a longer policy support window and a more gradual reduction in tax credits compared to previous plans [2][3]. Restrictions on Foreign Entities - The act imposes restrictions on foreign entities, particularly those from China, in energy storage projects. Projects involving "Foreign Entities of Concern" (FEOC) will not qualify for ITC and Production Tax Credit (PTC) if they start construction after December 31, 2025 [4][5]. Impact on Clean Energy Projects - The act terminates several clean energy tax credits, including those for energy-efficient homes and renewable energy equipment, potentially jeopardizing up to 4,500 clean energy projects across the U.S. and threatening numerous jobs [6][7]. Electric Vehicle Industry Challenges - The act significantly impacts the electric vehicle sector by eliminating federal tax credits for new electric vehicle purchases and imposing additional fees on electric vehicle owners, which could lead to increased costs for consumers [8]. Global Market Implications - The act's restrictions on Chinese supply chains may complicate the global expansion of Chinese energy storage companies, forcing U.S. developers to exclude Chinese suppliers to qualify for tax credits, which could trigger a broader market response [9].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 时间 7月9日 技术发展与市场展望高峰论坛 邀请函 地点 中国·上海 -主办- 鑫椤资讯 会议指引 I C C S I N O 会议签到： 7月9日上午8点开始（酒店三楼） 会议酒店： 2025(第三届)中国固态电池 机场： 上海虹桥国际机场，驾车约40分钟，车费约60元。 上海浦东国际机场，驾车约45分钟，车费约90元。 高铁： 上海虹桥站（高铁），驾车约50分钟，车费约90元。 上海站，驾车约30分钟，车费约35元。 以上内容参考于百度地图 论坛议题 I C C S I N O 会议酒店： 上海浦东假日酒店 酒店地址： 浦东新区东方路899号 附近交通: 地铁2号线、4号线、6号线、9号线世纪大道站 步行至会议酒店约12分钟 参会费用： 2600元(7月7日前报名免费) 注： 本次会议不接受空投参会，仅限提前报名者免费参加。未提前报名的人员，如需现场报名，需缴纳会议报名费， 请有意参会者及时完成提前报名流程。 企业赞助参会：如下 会议赞助/报名 ICCSIN O ▼ 19921233064(微信同) | 发言嘉宾 ...

Core Viewpoint - The lithium cobalt oxide production in China for the first half of 2025 is projected to reach 53,700 tons, showing a year-on-year increase of 27.8% and a quarter-on-quarter increase of 3.7% [2] Production Summary - The growth rate of lithium cobalt oxide production in the first half of this year is not rapid on a quarter-on-quarter basis, as the demand recovery began in the second half of last year. The fluctuations in U.S. tariffs and the events in the Democratic Republic of Congo in February led to panic stocking by downstream battery manufacturers in March and April, resulting in increased shipments from material manufacturers [4] Demand Summary - In the first half of this year, high-end digital products maintained slight growth, while battery swapping (black skin) remained stable, and the e-cigarette market showed a steady decline [5] Market Share Summary - The market concentration of the lithium cobalt oxide industry remains high, with the top five companies holding a market share of 88.5%. Xiamen Tungsten's new energy segment benefited from the continued growth in demand from ATL, Guanyu, and Liwei, with a significant increase in shipments of high-voltage models (4.5V and above), maintaining a leading market share of 52% [7] Future Market Outlook - IDC revised its forecast for global smartphone shipments in 2025 from a year-on-year growth of 2.3% to 0.6%. The domestic smartphone market experienced a year-on-year decline for the first time this year. However, with the release of the iPhone 17 and new domestic models, along with growth in niche markets driven by AI and 5G technologies, there will be some incremental growth in smartwatches, AI headphones, and smart glasses. Overall, the lithium cobalt oxide market is expected to show steady growth, with domestic production projected to reach 104,000 tons in 2025 [9]

Core Viewpoint - The article highlights the strategic partnership between CATL and Geely Auto, focusing on deepening collaboration in electric vehicle technology, product integration, and supply chain development to enhance the efficiency and stability of their cooperation [2] Group 1: Partnership Development - CATL and Geely Auto signed a comprehensive electrification deepening strategic cooperation agreement on July 4 [2] - The partnership aims to further enhance collaboration in areas such as power battery technology, product platform integration, and supply chain system construction [2] - Since their cooperation began in 2013, CATL has been actively involved in Geely's new energy vehicle product layout [2] Group 2: Product and Technology Collaboration - CATL has supported Geely in various projects, including providing cost-effective battery solutions for the Geometry series and enabling technological upgrades for the Galaxy series [2] - The partnership has led to the launch of innovative products such as the Kirin battery in the Zeekr 001 and the Xiaoyao Super Hybrid battery in the Lynk & Co 900 [2] - CATL aims to leverage its technological innovation advantages to drive advancements in new energy vehicle technology and product upgrades [2] Group 3: Future Outlook - The collaboration is expected to enhance consumer product experiences and contribute to the high-quality development of the new energy vehicle industry [2]