主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 继安达科技年产能45万吨磷酸铁锂前驱体项目进入环评公示阶段、湖南裕能在贵州追加15万吨磷 酸铁生产线、华友集团宣布其年产能60万吨磷酸铁项目正式落地贵州之后，磷酸铁的扩产热潮再 添新动态——盈达锂电10万吨/年锂离子电池正极材料磷酸铁锂前驱体技改项目落地。 年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 粗略计算，这四大项目的产能叠加将为市场新增130万吨磷酸铁供给，由此释放出磷酸铁锂产业链 扩产潮再启的明确信号。 从具体项目来看，四家企业的布局各有侧重却又形成协同。 安达科技 的45万吨磷酸铁锂前驱体项目位于贵阳开阳县，依托当地磷矿资源优势，聚焦前驱体环 节的规模化生产。该项目分A、B两区推进，全部达产后将使其前驱体总产能突破60万吨，进一 ...

自 7 月以来，作为人造石墨的核心原料，低硫石油焦价格已历经多轮上调。中低硫焦市场受主营 炼厂提振，价格积极走高。数据显示，低硫焦的月度均价环比涨幅 超过 24 0 元 / 吨。 年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 动力电池负极材料的成本稳定性正受到来自原材料端的双重考验。 一边是主流人造石墨的关键原料低硫石油焦价格持续上行，另一边，被用于钠电池和新型硅碳负极 的椰壳炭，其价格也因供应短缺而飙升。 对于钠离子电池而言，硬碳负极的低成本是其核心优势之一。椰壳炭价格的上涨，可能会削弱其成 本竞争力，甚至导致其在部分对成本敏感的应用领域中流失市场份额。 从整体市场结构看，人造石墨的绝对主导地位并未改变。 根据 GGII 的数据， 202 ...

年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） ◆ 电池 ◆ 7.5亿元圆柱电池项目 预计8月投产 01 嘉鱼品能电池有限公司投建的 锂离子电池研发与产业化项目 预计8月正式投产。 该公司主攻3C数码产品与小家电领域用锂离子电池的研发与生产，该项目总投资超7.5亿元，配套 引进圆柱形锂离子电池针床式化成柜200台、直线注液机20台等自动化设备，并对部分关键设备 进行自主优化升级，生产效率显著提升。项目初期日产能预计可达40万支锂电池，后续将逐步提 升至80万支，满产状态下可实现日产150万支。待项目全部建成达产后，预计年产电芯5.5亿支。 多氟多第三代全极耳电池已量产 计8月试产，其中第三季度试产计划明确。项目达产后将形成年产5万吨磷酸铁锂正 ...

年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 放眼全球，目前仅中国的新能源重卡渗透率达到了20%，且增速较快，为扩大版图、抢占先机，头 部主机厂、电池企业、充电桩企业已广泛开启出海布局。 从节奏来看 ，早期中国新能源重卡出海更偏向于整车出海，带动重卡电池出海，而后逐渐拿下海 外重卡品牌的电池订单。 然而，部分国家不允许直接进口整车，且对关税、本地化组装、进口产品的低碳化要求较高。 从场景来看 ，海外矿山、码头、城市配送、干线物流等场景在低碳化要求下对重卡电动化需求较 高，但存在充电桩、换电站配套不成熟的问题。若不解决补能设施的建设问题，很难带动新能源重 卡销量。 从技术来看 ，大电量及超快充是提升新能源重卡运行效率的主要标的，但部分发达国家 ...

一场由中国科学家、企业引领，重塑动力电池格局的材料革命 2025 年 7 月 14 日，天津。老牌电池劲旅 力神电池 在得到 专业化整合 后 ，一个名为 " 中汽 新能 " 的国家级电池产业平台正式成立。 这家由一汽控股，并集结了中国兵器装备集团、东风汽车、中国诚通等国家队力量的全新央企，甫 一亮相，便打响了第一枪：直指那个业界谈论了近二十年，集希望与挑战于一身的 " 圣杯 " 级技 术 —— 富锂锰基电池。 动力电池苦正极创新久 要理解这场变革的意义，必须先回到动力电池产业的核心焦虑：正极材料的瓶颈。 电池的能量密度，遵循着 " 木桶效应 " 的物理规律，其上限取决于正极与负极中容量较低的一 方。 近年来，以硅基负极、锂金属负极为主的负极材料技术高歌猛进，其克容量已迈向 1000mAh/g 甚至更高的理论区间，为电池能量密度的飞跃提供了充足的想象空间。 然而，占据电池成本近四成、且对能量密度起决定性作用的正极材料，却始终未能实现同等级别的 跨越。 成立当日， 中汽新能 直面该 技术路线最核心的痛点，宣布 联合专业团队， 已攻克富锂锰电压衰 减过快的行业难题， 正式推出 能量密度高达 366Wh/kg 、循环 ...

年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 2025年上半年，宁德时代向市场交出一份"稳"字当头的答卷。 2025年上半年， 宁德时代营收1788.86亿元，同比增长7.27%；归母净利润304.85亿元，同比 增幅33.33%。综合毛利率提升至25.02%，经营性现金流达586.87亿元。 在动力电池价格战持续的背景下，宁德时代净利润增速远超营收增长，毛利率较去年同期提高1.8 个百分点，充沛的现金流为其技术研发和产能扩张提供了坚实保障。 业内认为，作为电池龙头，宁德时代在锂电行业挑战空前的2025年上半年，仍能保持营收与利润 双增长，展现出强劲的发展韧性。 技术研发的持续加码、全球化的产能布局、供应链管理的韧性、精准的资本运作以及ES ...

Group 1 - The 2025 High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, at JW Marriott Hotel in Shenzhen, featuring the 15th anniversary celebration and the Golden Ball Award ceremony [2] - The cylindrical lithium batteries (18650, 21700, etc.) are widely used in various consumer markets, including 3C electronics, electric two-wheelers, and portable energy storage, due to their standardized design and scalability [2][3] - The recent resumption of H20 chip supply by NVIDIA is expected to accelerate the construction of domestic data centers and intelligent computing centers, increasing the demand for Battery Backup Units (BBUs) [2] Group 2 - BBUs generally prefer using cylindrical lithium batteries like 18650 and 21700 due to their compact size and cost-effectiveness, making them suitable for direct installation in servers [3] - Major manufacturers of BBUs include tech giants like NVIDIA, Apple, and Microsoft, with domestic battery companies such as Aibot, Yiwei Lithium Energy, and Xinnengda quickly entering this market [3] - The demand for cylindrical battery cells for BBUs is projected to reach 220 million units by 2025 and exceed 600 million units by 2030, indicating a significant growth opportunity [4] Group 3 - The all-tab technology is emerging as a new trend in cylindrical battery technology, aimed at reducing internal resistance and heat generation [4] - BBU batteries typically use high-nickel ternary cylindrical batteries, which improve energy density but may increase safety risks; however, all-tab technology enhances stability and safety for data centers [5]

Group 1: Industry Events - The 2025 High-Performance Lithium Battery Annual Conference will be held from November 18-20, 2025, at JW Marriott Hotel in Shenzhen, celebrating its 15th anniversary and featuring the Golden Ball Award ceremony [1] Group 2: Company Financials - CATL reported a total revenue of 178.886 billion yuan for the first half of 2025, representing a year-on-year growth of 7.27%, with a net profit of 30.485 billion yuan, up 33.33% year-on-year, and a gross margin of 25.02%, an increase of 1.57 percentage points [2] Group 3: Company Developments - XINWANDA has submitted an application for the issuance of H-shares and listing on the Hong Kong Stock Exchange [3][4] - HUI NENG Technology launched a fourth-generation innovative technology called "Superfluidized Inorganic Solid-State Electrolyte," which has an ionic conductivity of 57 mS/cm at 25°C, 5-6 times higher than conventional liquid organic electrolytes and sulfide solid-state electrolytes, enabling rapid charging from 5% to 60%-80% in just 4-6 minutes [5][7] - A project for the annual production of 200,000 tons of lithium battery anode materials has been approved in Shanxi, which includes various production facilities and aims to produce high-end anode materials and carbon additives [8][9] - BASF signed a strategic cooperation agreement with CATL to collaborate in the field of advanced and innovative cathode active materials [10][11] - A battery recycling project with an investment of 50 million yuan is set to be established in Ganzhou, aiming to produce significant quantities of mixed powder and aluminum and copper powders [12][13][14]

Event Announcement - The 2025 (15th) High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, at JW Marriott Hotel in Shenzhen [1] Battery Sector - Honeycomb Energy has successfully delivered its short-blade batteries to VinFast in Vietnam, providing core power support for the Limo Green model. The batteries utilize Honeycomb's innovative thermal composite stacking technology, offering higher energy density, safety, power, and long cycle life compared to traditional battery designs [2][3] Company Establishment - Jingmen Yiwei Comprehensive Energy Service Co., Ltd. was officially established on July 23, with a registered capital of 5 million yuan. The company will focus on energy storage technology services, battery leasing, and sales [4][5] IPO Progress - Shenzhen Hailei New Energy Co., Ltd. is preparing for an IPO on the Beijing Stock Exchange, focusing on lithium-ion battery research and production, particularly for light vehicle battery swapping and energy storage applications [6][7] Material Development - Zhejiang Qiyuan New Materials Co., Ltd. has received public notice for its project to produce 50 tons of new silicon-carbon anode materials, with an investment of 24.85 million yuan. This project is part of a broader strategy by its parent company, Zhejiang Xin'an Chemical Group, to develop an integrated lithium battery industry chain [8][9] Major Orders - Tian Tie Technology announced a 400 million yuan order for copper-lithium composite strips from Zhuhai Xinjie, with a total order quantity of 100 tons. This order is linked to the production of solid-state batteries [10][11][12] Equipment Development - Yifei Laser's lithium battery laser manufacturing equipment headquarters project has been completed, with a total investment of approximately 500 million yuan. The facility aims to enhance smart equipment manufacturing capabilities and support the development of advanced industries [13][14] International Collaboration - LG Energy Solution and Yahua Group are collaborating to build a lithium refining plant in Morocco, with an investment of 5.5 billion dirhams [15][16] Supply Contracts - LG Energy Solution has signed a significant contract worth 5.9442 trillion won (approximately 30.9 billion yuan) for lithium iron phosphate (LFP) batteries, which is expected to account for 23.2% of its projected sales for 2024. The contract may involve supplying batteries for Tesla's energy storage systems [17][18][19]

Core Viewpoint - The battery installation support is shifting from "capacity competition" to "adaptability competition" as the penetration rate of new energy vehicles exceeds 50%, emphasizing the need for flexible manufacturing and system integration to meet diverse customer demands [1][10]. Group 1: Industry Dynamics - The industry is entering a mid-stage where the competitive landscape is not yet fully solidified, with leading manufacturers still holding their competitive advantages but facing increasing demands for flexibility from automakers [1][10]. - The fragmentation of customer needs presents "mid-stage opportunities," where companies must leverage system capabilities to penetrate various projects effectively [1]. Group 2: Company Strategy - Zhengli New Energy has adapted its customer base over the past two years, collaborating with various automakers like Leap Motor and FAW Hongqi, showcasing its ability to meet diverse market demands [1]. - The company employs a "three-pronged strategy" focusing on standardization, platformization, and differentiation to enhance manufacturing capabilities and customer collaboration [1]. Group 3: Standardization - Standardization involves creating a flexible manufacturing system around the same specifications but different combinations, improving production efficiency [4]. - For instance, the same 104Ah lithium iron phosphate battery cell is used in both the Leap Motor T03 and C11, demonstrating the ability to switch between different vehicle types efficiently [4]. Group 4: Platformization - Platformization goes beyond just producing battery packs; it involves creating modular solutions that can adapt to various vehicle types and powertrain configurations [5][6]. - Zhengli New Energy has developed a platform battery system that allows for quick adaptation to multiple models without the need for redesigning the battery structure, enhancing time efficiency and supply chain flexibility [6]. Group 5: Differentiation - Differentiation focuses on a unified specification with a flexible material system that evolves based on user needs, allowing for various battery configurations tailored to different vehicle requirements [7][8]. - The company offers multiple capacity versions of the same battery cell, enabling automakers to choose between different performance and cost options without changing the battery pack structure [8]. Group 6: System Capability - The combination of standardization, platformization, and differentiation creates a closed-loop system capability for Zhengli New Energy, enhancing production versatility and collaboration with automakers [9]. - This comprehensive approach aims to deliver faster, more stable, and lower-cost solutions, establishing a replicable capability across various projects [10].