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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 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]

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 global electric vehicle supply chain remains highly prosperous in the first half of 2025, with China's dominance in the market further strengthened [2]. Group 1: Production and Growth - In the first half of 2025, domestic electrolyte production in China reached 912,000 tons, a year-on-year increase of 49.74%, while global production reached 980,000 tons, up 43.12% year-on-year [3]. - Despite a slowdown compared to the over 80% growth rates of 2022-2023, the nearly 50% year-on-year growth in China and over 40% globally in 2025H1 indicates strong market momentum even at high base levels [5]. Group 2: Market Competition Landscape - The domestic electrolyte market concentration continues to rise, with leading companies showing significant advantages. Tianqi Materials holds over 30% market share, followed by BYD and New Zobang [8]. - The top three companies (Tianqi, BYD, New Zobang) together control 61.73% of the market, firmly establishing their dominance [9]. - The competition among second-tier manufacturers is intense, with companies like Xianghe Kunlun, Shida Shenghua, and Zhuhai Saiwei each holding market shares in the 4%-5% range [9]. - The share of "other" manufacturers is only 4.65%, indicating a narrowing space for smaller players and an increasing Matthew effect in the industry [10]. Group 3: Future Outlook - The electrolyte market in the first half of 2025 continues to show high growth, with Chinese companies maintaining a core position in the global supply chain. The market structure exhibits a "tripod" pattern dominated by Tianqi, BYD, and New Zobang, while second-tier companies face fierce competition [13]. - As the global electrification process deepens, technological iterations and cost control will be key for companies to maintain and enhance competitiveness, with industry concentration expected to tilt further towards leading firms [13].

Core Viewpoint - The article highlights the rapid development of the new energy vehicle industry in Luoyang, driven by the construction of the CATL (Contemporary Amperex Technology Co., Limited) base and the emergence of companies like Zhongzhou Times New Energy Technology Co., Ltd, which is becoming a key player in the supply chain for electric vehicles [2][5]. Group 1: CATL Luoyang Base Development - The CATL Luoyang base is being constructed in four phases, with the first phase achieving a cumulative output value exceeding 9.2 billion yuan [2][5]. - The second phase is currently in the equipment installation and debugging stage, aiming for production by the end of September [5]. - The third phase has commenced structural construction, while the fourth phase is set to begin shortly, indicating a robust growth trajectory for the facility [2][5]. Group 2: Xiaomi's Role in the Industry - The Xiaomi YU7 automotive powertrain is produced at the Luoyang base, showcasing the integration of local manufacturing capabilities with major automotive brands [2]. - Xiaomi's strategy involves a "Beijing R&D + Henan manufacturing" model, which may foster the development of a "Yellow River industrial belt" for new energy vehicles [5]. Group 3: Industry Impact - The establishment of a billion-level new energy vehicle cluster is positioning Luoyang as a new industrial identity, replacing traditional heavy industries [5]. - The CATL Luoyang base is one of the thirteen global production bases for CATL, designed to meet "lighthouse factory + zero-carbon factory" standards, with an annual production capacity of 30 GWh [5].

Core Viewpoint - The lithium manganese oxide market is experiencing steady growth, with a total shipment volume of 64,000 tons in the first half of 2025, representing a year-on-year increase of 6.6% [2]. Group 1: Market Overview - The leading company in the market is Boshik High-Tech, with a shipment volume exceeding 19,000 tons, placing it in the first tier [4][5]. - Other companies in the second tier, each with shipments over 4,000 tons, include Guangxi Lijin, Xinxiang Hongli, Ganzhou Jiexing, and Guizhou Zisite [4][5]. - The third tier consists of companies with shipments over 1,000 tons, including Jiangxi Chaoshi, Wuxi Changshi, Guizhou Jiashang, Southwest Manganese, and Henan Hengyi [4][5]. - The industry shows high concentration, with Boshik High-Tech accounting for approximately 30% of the total shipment volume, and the top three companies holding over 50% of the market share [5]. Group 2: Company Developments - Boshik High-Tech's manganese-based new energy electronic materials production project in Hubei is set to be completed by mid-July 2025, establishing a full industrial chain from manganese ore to metal manganese, manganese-based precursors, and comprehensive recycling [7]. - The company has made significant technological breakthroughs in the next-generation manganese-based cathode material, high-voltage nickel manganese lithium, attracting interest from major battery manufacturers such as CATL, SAIC, GAC Aion, and Zhongchuang Innovation [7].

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(第三届)中国固态电池 技术发展与市场展望高峰论坛 邀请函 时间 7月8-9日 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： 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 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 | 发言嘉宾 | 题目 | | --- | --- | | ICC鑫椤资讯 | 欢迎致辞 | | 总经理 连萍 | | | 国联汽车动力电池研究院有限责任公司 | 全固态电池工程技术难点 | | 杨容 创新事业部副总经理 | | | 固态电池专家 | 动态均匀堆压的液压电池--基于液压技术解决软包全固 | | 赵鹏程 前21C创新实验室顾问 | 态电池堆叠应力问题的Pack成组最优解探讨 | | 天津国安盟固利新材料科技股份有限公司 | 富锂锰基正极材料在固态电池上的应用 | | 闫东 ...

Core Viewpoint - The global solid-state battery industry is accelerating its development, with sulfide solid electrolytes emerging as the primary focus due to their superior mechanical processing capabilities and ionic conductivity [2]. Group 1: Industry Development - Since 2025, numerous automotive and battery companies, including CATL, BYD, Toyota, Panasonic, Samsung SDI, LG, and SK On, are advancing the sulfide technology route for all-solid-state batteries, with most companies planning to install them in vehicles between 2027 and 2028, and mass production expected after 2030 [3]. Group 2: Demand and Consumption - By 2030, the global demand for solid-state batteries is projected to reach 195.6 GWh, representing an increase of nearly 16 times compared to 2025. The consumption of lithium carbonate due to solid-state batteries is expected to be significantly higher than that of traditional liquid electrolyte batteries, with a projected demand of approximately 322-353 tons of lithium carbonate per GWh of lithium phosphorous sulfide chloride solid-state battery [4]. - The consumption of lithium carbonate is expected to increase by over 50% compared to traditional liquid lithium batteries, even without considering the impact of metallic lithium anodes [4]. Group 3: Technological Challenges and Innovations - Currently, the technology for metallic lithium anodes has not fully resolved dendrite issues, and existing technologies primarily exhibit lithium in alloy forms rather than pure lithium. Innovations such as lithium-carbon alloys and lithium composite technologies are being developed to address these challenges [6]. - The actual demand for lithium carbonate driven by metallic lithium anodes is estimated to be in the range of 100-150 tons, and when combined with the benefits of sulfide solid electrolytes, the single consumption of lithium carbonate in sulfide solid-state batteries is expected to increase by 70%-80% compared to traditional liquid lithium batteries [6].