Group 1 - The article discusses the 2026 Silicon-based Anode and Solid-state Battery Summit, focusing on breakthroughs in silicon-based anodes and the future of solid-state batteries [6] - The event will take place at the Hilton Garden Inn Shanghai, with detailed transportation options provided for attendees [3][4] - Several companies are sponsoring the event, including Weifang Fumei New Energy Co., Ltd. and Jiangsu Lianguo Metal Products Co., Ltd. [7][8] Group 2 - The conference schedule includes registration on November 12 and a full-day meeting on November 13, with various topics to be discussed [8]

Core Viewpoint - EVE Energy has signed a strategic cooperation memorandum with Spanish renewable energy company CEGASA ENERGIA S.L.U. to jointly develop energy storage projects with a total scale of 1GWh from 2026 to 2028 [1][2] Group 1 - The cooperation will cover various industrial and commercial energy storage projects, with EVE Energy providing advanced and reliable battery product solutions and technical support to enhance operational efficiency [1] - This partnership aims to leverage EVE Energy's leading technology and CEGASA's nearly 100 years of local operational experience, creating a win-win model of "technology leadership + local insight" [1] - The collaboration is positioned to explore the potential of the European energy storage market and provide competitive clean energy solutions to customers [1]

Core Viewpoint - The article highlights the significance of the silicon-based anode and solid-state battery industry, emphasizing the advancements and challenges in product development and market applications [24][27]. Company Overview - Lianyungang Chaoli Industrial Packaging Products Co., Ltd. was established in May 2010 and is located in Lianyungang, Jiangsu. The company specializes in producing various types of bulk bags, including aluminum-plastic ton bags, ordinary bulk bags, anti-static bags, conductive bags, activated carbon bags, and inner lining bags for containers. Its customer base spans multiple sectors, including new energy, healthcare, chemicals, agriculture, and environmental protection [6]. Certifications - The company has obtained several certifications, including ISO9001, ISO22000, ISO14001, and ISO45001, ensuring quality management, food safety, environmental management, and occupational health and safety standards. These certifications validate the company's commitment to maintaining high-quality production processes and environmental responsibility [12][14][17][19]. Industry Event - The article mentions the 2026 Silicon-Based Anode and Solid-State Battery Summit, which focuses on breakthroughs in silicon-based anodes and the future of solid-state batteries. The event features various sponsors and exhibitors from the new energy sector, indicating a strong interest and investment in this emerging technology [24][26]. Conference Agenda - The conference agenda includes discussions on the development bottlenecks of new silicon-based anode products, high-performance silicon-carbon anode technology, and market outlooks for silicon-based anodes in digital and cylindrical battery applications. Notable speakers from leading companies and research institutions will present their insights [27].

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：企查查 企查查App显示，近日， 时代骐骥新能源科技（扬州）有限公司成立， 法定代表人为宋庆龙，注册资本 500万元人民币，经营范围包括新兴能源技术研发、新能源汽车换电设施销售、合同能源管理、电池销售 等。 股东信息显示， 该公司由宁德时代旗下时代骐骥新能源科技（苏州）有限公司全资持股。 | | 时代骐骥新能源科技(扬州)有限公司 | | 8 查一下 | 脂 应用 ▼ | 企业中心 | | | --- | --- | --- | --- | --- | --- | --- | | 基本信息 7 | 法律诉讼 经营风险 | | 经营信息 | 企业发展 | 知识产权 | | | 统一社会信用代码 | 91321003MAG286XU36 | 企业名称 | 时代骐骥新能源科技(扬州)有限公司 | | | | | 法定代表人 | 宋庆龙 猛关联企业 9 | 登记状态 | 存续 | 成立日期 | 2025-10-28 | | | | | 注册资本 | 500万元 | 实缴资本 | | | | 组织机构代码 | MAG2 ...

Core Viewpoint - The company Tianqi Materials has signed significant supply contracts for electrolyte products with two major clients, indicating strong future revenue potential and solidifying its market position in the lithium battery supply chain [1][3]. Group 1: Contract Details - On November 6, Tianqi Materials announced that its wholly-owned subsidiary, Jiujiang Tianqi, signed an annual procurement contract with Guoxuan High-Tech for a total expected supply of 870,000 tons of electrolyte products for the years 2026-2028 [1]. - The company also signed a supply framework agreement with Zhongchuang Xinhang, committing to supply an expected total of 725,000 tons of electrolyte products for the same period [3]. - The combined procurement quantity from both contracts amounts to approximately 1,595,000 tons [4]. Group 2: Financial Implications - Based on an average price of approximately 25,000 yuan per ton, the total value of these two contracts is estimated to reach 39.875 billion yuan, which is more than three times the company's projected revenue of 12.52 billion yuan for 2024 [4].

Core Viewpoint - The global energy storage battery shipments reached 428 GWh in the first nine months of 2025, marking a year-on-year growth of 90.7% [1] Company Analysis - CATL leads the market with over 100 GWh shipped, significantly ahead of competitors, especially in overseas markets [3] - Other companies like Hicharge, EVE Energy, Fudi Battery, Ruipu Lanjun, and Zhongchuang Innovation have shipped over 30 GWh, placing them in the second tier [3] Market Segmentation - The source-side market accounts for 79.2% of shipments, while industrial and commercial sectors contribute 9.4%, and household & portable storage account for 9.1% [5] - The demand for source-side energy storage has increased significantly due to new policies and the growth of renewable energy [8] Regional Insights - In regions with high renewable energy generation like Inner Mongolia, Xinjiang, and Qinghai, independent energy storage development has surged post-policy changes [8] - Emerging overseas markets such as Saudi Arabia, Australia, and Chile are experiencing increased demand for energy storage due to declining costs of solar and storage technologies [9] Supply and Demand Dynamics - The 314 Ah battery cells are currently in short supply, leading to price increases, driven by demand from major integrators like Tesla and others [10] - The demand for 100 Ah battery cells has also surged, particularly in Europe and Australia, due to subsidy policies [16] Future Outlook - The industry is expected to maintain high growth momentum in Q4, with leading companies operating at full capacity and ongoing supply shortages for key battery models [21]

Company Overview - Donaldson Company, established in 1915, focuses on solving complex filtration needs for global customers, with operations in over 40 countries and more than 100 laboratories worldwide [5][6] - The company provides advanced dust collection equipment and related spare parts, along with professional technical guidance and high-quality after-sales service, tailored to customer requirements [6] Industry Highlights - Donaldson is recognized as a leader in filtration technology, continuously innovating and investing in research and development to enhance product performance and environmental protection [6] - The company's filtration products are widely used in industrial markets and engine markets, including dust collectors, power generation, hard disk drives, compressed air purification, construction equipment, mining, compressors, and trucks [6] Recent Developments - In March 2020, Donaldson's ultra-low emission filtration technology won the "2019 Blue Award," highlighting its comprehensive strength in dust collection technology and commitment to environmental responsibility [6] Event Information - The 2026 Silicon-based Anode and Solid-State Battery Summit will focus on breakthroughs in silicon-based anodes and the future of solid-state batteries [10] - The event will feature various sponsors and exhibitors from the new energy and materials sectors, showcasing advancements in silicon-based anode technology and solid-state battery innovations [12] Conference Agenda - The conference will take place on November 12-13, featuring discussions on topics such as the development of new silicon-based anode products, porous graphite-silicon-based anode materials, and the current state and trends of the solid-state battery market [13]

Industry Highlights - Chile's lithium carbonate exports rebounded in October 2025, reaching 25,000 tons, a month-on-month increase of 56%. Exports to China were 16,200 tons, to Japan 1,097 tons, and to South Korea 6,616 tons. For January to October 2025, total lithium carbonate exports were 189,400 tons, a year-on-year decrease of 5.3%, with exports to China down 15% to 137,100 tons [1] - Chile's lithium sulfate exports in October 2025 were 1,708 tons, all to China, reflecting an 80% month-on-month decrease. However, total lithium sulfate exports from January to October 2025 reached 72,000 tons, a year-on-year increase of 81% [1] Company Developments - OneD Material Inc. and Shanghai Putailai New Energy Technology Co., Ltd. signed a Joint Development Agreement to collaboratively design and scale production of next-generation silicon-graphite composite anode materials for lithium-ion batteries [2] - Greeenme announced a plan to transfer 100% equity of Jiangxi Green Recycling Materials Co., Ltd. to Henan Recycling Technology Industry Group for 280 million yuan, aiming to optimize its recycling assets and develop key metal resource recovery business, with an expected investment return of approximately 10 million yuan [3] Market Trends - In September, China's e-cigarette exports were approximately $879 million, a month-on-month decrease of 6.13%, but a year-on-year increase of 2.85%. The top ten export destinations included the USA, UK, Germany, and South Korea [4] - Domestic lithium carbonate prices fluctuated this week, dropping from 82,000 yuan to 78,000 yuan, but rebounded after clarification of rumors regarding the early resumption of production at a key mine. October's lithium carbonate production increased by 5% month-on-month, with strong demand expected to continue into November and December [6] - The latest prices for battery-grade lithium carbonate are between 77,000 to 79,000 yuan per ton, while industrial-grade is between 75,500 to 76,500 yuan per ton [7] Material Prices - Cobalt prices remained stable, while cobalt salt prices remained firm. Despite a slight decrease in lithium carbonate prices, the ternary material market prices have not changed significantly [8] - The latest prices for ternary materials are as follows: single crystal 5 series at 154,000 to 158,000 yuan per ton, and 8 series 811 type at 162,000 to 167,000 yuan per ton. The phosphoric iron lithium market is experiencing strong production and sales, with slight price declines due to falling lithium carbonate prices [9][10] Battery Market - The domestic lithium battery market remains robust, with a 3% month-on-month increase in production for November. Some battery manufacturers are operating at 10% above capacity, with low willingness to reduce production in December despite expectations for next year [16] - The latest prices for square ternary power cells range from 0.4 to 0.46 yuan/Wh, while square lithium iron phosphate power cells range from 0.26 to 0.355 yuan/Wh [16] Energy Storage Developments - The energy storage cell market continues to thrive, with stable prices. Samsung SDI plans to convert part of its Indiana factory's production lines to energy storage batteries and is in advanced negotiations with Tesla for a 30GWh energy storage battery agreement [17] - Saudi Arabia aims to deploy 48GWh of battery storage facilities by 2030, with contracts signed for additional 12.5GWh of battery storage facilities expected to be delivered by late 2025 to early 2026 [18]

Core Viewpoint - The article discusses the upcoming 2026 Silicon-based Anode and Solid-State Battery Summit, focusing on breakthroughs in silicon-based anodes and the future of solid-state batteries [8]. Event Details - The summit will take place at the Shanghai Dongjinhui Hilton Garden Inn on November 12-13, 2026, with various transportation options available, including proximity to metro lines and airports [5][6]. - The agenda includes keynote speeches, technical presentations, and an award ceremony for outstanding suppliers in the solid-state battery industry [10]. Key Topics and Speakers - The conference will cover various topics such as the development of high-performance silicon-based anodes, challenges in new product development, and market outlooks for silicon-based anodes in digital and cylindrical battery applications [10]. - Notable speakers include representatives from Carbon One New Energy Group, Chinese Academy of Sciences, and other leading companies in the battery technology sector [10]. Sponsorship and Participation - The event is sponsored by several companies, including Weifang Fumei New Energy Co., Ltd., and will feature exhibition booths from various industry players [9].

Core Viewpoint - The article highlights the commencement of a new lithium slag harmless comprehensive utilization project by Hunan Dazhonghe Lithium Mine Co., Ltd., which is expected to produce 80,000 tons of battery-grade lithium carbonate annually by 2028 [1]. Group 1 - Hunan Dazhonghe Lithium Mine has launched a lithium slag utilization project that aims for an annual output of 80,000 tons of battery-grade lithium carbonate, with completion expected in 2028 [1]. - On the same day, Dazhong Mining's parent company announced that its wholly-owned subsidiary, Chenzhou Chengtai Mining Investment Co., Ltd., received a 30-year mining license for the Hunan Jijia Mountain lithium mine, marking the first large-scale lithium mining license obtained by Dazhong Mining [1]. - The lithium resources at the Jijia Mountain mine are evaluated at 48,987.2 million tons, equivalent to approximately 3.2443 million tons of lithium carbonate, with an approved open-pit mining scale of 20 million tons per year [1][2].