Core Viewpoint - The collaboration between leading companies in the battery materials sector, specifically between Dangsheng Technology and Boyuan Co., marks a significant advancement in the industrialization of solid-state batteries, particularly focusing on iodine-containing sulfide solid electrolytes [3][4][18]. Group 1: Strategic Collaboration - Dangsheng Technology has signed a strategic cooperation framework agreement with Boyuan Co., a leader in fine chemicals [3]. - The partnership aims to develop key upstream raw materials such as lithium iodide and lithium sulfide, as well as sulfide solid electrolytes, indicating a strong alliance between battery materials and traditional chemical giants [4][18]. - This collaboration is seen as a major step forward in the industrialization of sulfide solid electrolytes, which are crucial for solid-state batteries [4][5]. Group 2: Technological Advancements - The introduction of iodine ions in sulfide solid electrolytes has been identified as an effective solution to enhance the interface stability with lithium metal anodes, addressing a core challenge in the industry [7][8]. - Dangsheng Technology has established a pilot production line for sulfide solid electrolytes and has achieved stable preparation of chlorine-iodine composite sulfide electrolytes, which exhibit high ionic conductivity [9]. - The collaboration with Boyuan Co. secures the supply of iodine, which is critical for the production of solid-state batteries, mitigating risks associated with resource availability [10][11]. Group 3: Industry Implications - The partnership reflects a growing consensus in the industry towards the "iodine sulfide" route for solid-state batteries, particularly for applications involving high energy density lithium metal anodes [17]. - The collaboration exemplifies the trend of integrating fine chemical processes into the lithium battery industry, highlighting the importance of specialized partnerships for technological advancement [17]. - The combined efforts of Dangsheng Technology and Boyuan Co. not only address technical challenges but also streamline supply chain bottlenecks, signaling a new phase in the commercialization of sulfide solid-state batteries [19].

Core Viewpoint - The "Three-Year Doubling" Action Plan aims to significantly enhance China's electric vehicle charging infrastructure, targeting the establishment of 28 million charging facilities and over 300 million kilowatts of public charging capacity by the end of 2027, to support the charging needs of 80 million electric vehicles [2][3][5]. Group 1: Infrastructure Development - The plan represents a pivotal shift in China's electric vehicle industry, moving from the initial "Ten Cities, Thousand Vehicles" initiative to a comprehensive infrastructure strategy that supports widespread adoption of electric vehicles [3][5]. - The goal of 80 million electric vehicles is projected to be achieved within the next 3-4 years, necessitating a robust charging infrastructure that is not merely about one-to-one vehicle-to-charger ratios but rather a networked, layered, and shared energy replenishment system [6][7]. Group 2: Key Actions - Five key actions outlined in the plan include upgrading public charging facilities, optimizing residential charging conditions, promoting vehicle-to-grid (V2G) interactions, enhancing power supply security, and improving charging operation quality [9][10][12][14][16]. - The plan aims to add 1.6 million direct current fast charging guns, including 100,000 high-power fast charging guns, and to ensure rural areas are covered with at least 14,000 direct current guns [10][12]. Group 3: Technological Advancements - The action plan emphasizes the transition from isolated charging points to a cohesive network, which is crucial for the future of electric vehicle infrastructure [8]. - The introduction of high-voltage charging ecosystems, including the construction of 100,000 high-power charging guns by 2027, is expected to drive significant advancements in battery technology, focusing on fast charging performance, cycle life, and safety [18][21]. Group 4: Market Implications - The rapid expansion of charging infrastructure is anticipated to alleviate "charging anxiety" among consumers, stabilize expectations for electric vehicle consumption, and promote the mainstream adoption of high-voltage, long-life, and high-safety batteries [27]. - The integration of electric vehicles into the energy network is expected to redefine their role from mere energy consumers to adjustable units within the energy system, enhancing overall system efficiency [22][27]. Group 5: Safety and Standards - The new national standards for electric vehicle batteries will elevate safety requirements, focusing on thermal stability and consistency under complex operating conditions, with a shift towards proactive safety measures throughout the battery lifecycle [24][26]. - Innovations in battery design and materials are being pursued to meet these new standards, with companies like CATL and BYD leading the way in developing safer and more efficient battery technologies [25][26].

Core Insights - The article highlights a significant milestone in China's lithium battery industry, with cumulative production and sales exceeding 1 TWh in the first nine months of 2025, underscoring its critical role in the global clean energy supply chain [4][5] - The growth is primarily driven by surging global energy storage demand, which offsets a structural slowdown in the domestic electric vehicle market, particularly in the passenger car segment [4][8] Production and Sales Data - From January to September 2025, China's battery production reached 1121.9 GWh, a 51.4% increase year-on-year, while sales hit 1067.2 GWh, marking a 55.8% year-on-year growth [4] - The sales structure shows a notable shift, with power batteries accounting for 786.0 GWh (73.7% of total sales), growing by 48.9% year-on-year [6] - In contrast, "other batteries," primarily energy storage batteries, saw a remarkable sales growth of 78.9%, totaling 281.1 GWh [7][8] Export Trends - In the global market, China's battery exports approached 200 GWh, reaching 199.9 GWh, a 45.5% increase year-on-year [9] - Power battery exports were 129.1 GWh, up 32.7% year-on-year, while energy storage battery exports, although lower at 70.7 GWh, experienced a growth rate of 76.3%, more than double that of power batteries [10] Domestic Market Dynamics - In the domestic market, the cumulative installation of power batteries from January to September was 493.9 GWh, reflecting a 42.5% year-on-year increase, which is lower than the overall battery sales growth, indicating impacts from inventory and export diversions [10] - The dominance of lithium iron phosphate batteries remains unchallenged, with installations reaching 402.6 GWh (81.5% market share), growing by 62.7% year-on-year [11] - Conversely, ternary battery installations declined by 7.8% to 91.2 GWh [12] Application Segmentation - Demand differentiation among vehicle types is stark, with the most rapid growth occurring in commercial vehicles, particularly pure electric trucks, which saw a 156.5% increase in battery installations [12] - Pure electric special vehicles and buses also experienced significant growth, while pure electric passenger vehicles saw a slowdown to around 35% growth, and plug-in hybrid vehicles lagged at 16% [13] Recent Monthly Trends - In September, power battery installations rebounded by 21.6% month-on-month to 76.0 GWh, with contributions primarily from pure electric passenger vehicles and trucks [14] - Total battery exports in September reached 26.7 GWh, a 28.3% year-on-year increase, highlighting the growing importance of overseas markets [16] - The average battery capacity for new energy vehicles in China reached 55.0 kWh in September, with pure electric passenger vehicles averaging 56.2 kWh [18] Market Competition - The competitive landscape is intensifying, with market shares of leading companies (CR2, CR5, CR10) declining, indicating a shift of market share from top firms to mid-tier players [18]

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： 杉杉科技、英联复合集流体、逸飞激光、华视集团、欧科工业空调、宇电自动化 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） 在 新能源锂电 领域，宝辰鑫为合作伙伴提供一站式的激光智能系统解决方案，包含激光器、激光加工头、控制卡及软件等激光子系统的全套方案， 可快速实现激光应用方案落地。 其激光解决方案覆盖电池、电驱、电控三点系统全工艺段应用。极片划线、电芯壳体表面毛化、蓝膜钝化、轧辊清洗、扁线电机激光焊接、扁铜线激 光除漆、IGBT激光焊接等创新工艺应用，助力客户突破新能源效率难点。 届时，宝辰鑫激光将在本届年会上发表主题演讲。 年会期间还将举行 十五周年庆典&高工金球奖颁奖典礼、发布蓝皮书、设行业关切主题专场 ，敬请期待！ 倒计时32天 当前新能源锂电产业加速升级，制造端对工艺精度、效率的要求持续攀升。 深圳市 ...

倒计时32天 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： 杉杉科技、英联复合集流体、逸飞激光、华视集团、欧科工业空调、宇电自动化 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） 当前，高能超声波空化处理作为微纳米材料分散新兴核心技术，凭借分散能力强、效率高、能耗低的优势，在锂电材料制备领域前景广阔。 其核心的超声空化效应，能通过超声波振动形成 "微小气泡瞬时爆炸"，实现颗粒高效分散，但传统设备长期面临"批量处理效率"与"运行稳定性"难 以兼顾的产业化瓶颈。 中科雷舜智能科技 (宁波)有 限公司 ，由雷索智能与中国科学院宁波材料技术与工程研究所共建 ，专注大功率超声波空化核心部件及成套分散设备 研发，经过十余年的技术创新与积累，现已成功突破适用于大规模量产的超声波空化处理装备技术难题，并针对锂电行业形成成熟方案。 不仅开发出适用于正负极材料及隔膜浆料匀浆 ...

Group 1 - The 2025 (15th) Gaogong Lithium Battery Annual Conference will be held from November 18-20, 2025, at the JW Marriott Hotel in Qianhai, Shenzhen [1][3] - The conference will feature a 15th anniversary celebration and the Gaogong Golden Ball Award ceremony, along with the release of a blue paper and themed sessions addressing industry concerns [4] - Dongguan Fang'en Electronic Materials Technology Co., Ltd. is focusing on the lithium battery materials sector, developing specialized adhesive tapes to address various application pain points in cylindrical, soft-pack, and dynamic storage batteries [2][3] Group 2 - The demand for battery safety and reliability in the lithium battery industry is increasing, leading to the importance of specialized adhesive tapes as key supporting materials [2] - Fang'en Electronic's specialized adhesive tapes aim to solve issues such as short circuits caused by shaking, cell detachment, and packaging warping, and are also compatible with the development trend of solid-state batteries [2]

Group 1 - The solid-state battery is identified as the core direction of next-generation technology in the continuously upgrading new energy industry, with dry electrode technology being a key breakthrough for its industrialization [2][4] - Qingyan Electronics, established with support from Shenzhen Tsinghua University Research Institute, has achieved continuous mass production application of core powder film technology, contributing to solid-state battery R&D projects [2][4] - The company has formed joint ventures with quality enterprises in the industry to optimize core equipment performance, facilitating the transition of technology from the laboratory to actual production lines [3] Group 2 - Qingyan Electronics is recognized as an important promoter in the solid-state battery supply chain, with its developed modified binders compatible with solid electrolytes supporting improvements in battery energy density and cycle life [4] - The company will deliver a keynote speech at the upcoming 2025 High-Performance Lithium Battery Annual Conference, sharing industry insights and technological achievements [5] - The conference will also feature a 15th-anniversary celebration, the High-Performance Golden Ball Award ceremony, and the release of a blue paper, along with themed sessions addressing industry concerns [5]

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 倒计时33天 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： 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 欧盟正在酝酿一项激进的贸易政策转变，或将要求在欧投资的中国企业向欧洲本土公 司进行技术转让，此举标志着全球两大经济体之间的贸易紧张关系正急剧升级。 据彭博社报道，欧盟贸易主管与丹麦外交部长拉斯穆森共同证实，布鲁塞尔方面正探 讨为中国在欧投资设置一系列前置条件，其中包括技术与知识产权的移交。 知情人士透露，这些措施旨在确保中国投资能为欧盟带来新的就业岗位，并实现技术 共享，"就像欧洲公司过去在中国投资时所做的那样"。 这一潜在举措被视为一次"强硬且有力的回应"，其核心目标是"保护欧洲的工业，特 别是汽车产业"。 若该政策落地，将彻底改变欧盟处理对华投资的方式，但也可能极大地加深双方的冲 突。 丹麦外长拉斯穆森的表态揭示了其底层逻辑。他在新闻发布会上表示，欧 ...

2025年11月18-20日 深圳前海华侨城JW万豪酒店 码 上 报 名 来源：彭博《商业周刊》2025年第11期 2025.07 激荡十五载 瞭望新征程 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 G高工锂电修 曾毓群 博士 宁德时代 董事长 宁德时代已是业界第一,但这个第 一是"虚"的。真正的行业领先者,必须 内外双修,现在的我们还不够Solid(扎 实）。Solid的第一,是要达到行业内只 有CATL和"其他"之分的境界。要实现 这一点,所有电化学最重要的基础理论, 我们都得重新研究,再在此之上把电池工 程做好。现有的电化学理论基于"平板电 极",可电池本质是"粉末",所以建立 全新粉末电化学理论势在必行。 ...

倒计时33天 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： 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） 10月12日据港交所披露，三一重工通过聆讯。据悉，本次三一重工港股IPO本筹集达15亿美元（约107亿元）的资金。 招股书显示，于2024年，三一重工有40余款新能源产品成功上市。据外部资料显示，按2024年的销量计算，公司的电动挖掘机、电动搅拌机、电 动自卸车等新能源产品均位列国内第一。 从行业内看，工程机械主要品类电动化率显著加快。 以电动装载机为例，上半年其销量13953台，同比大增172.8%，渗透率提升至21.5%，半年 内电动化渗透率增长11.1个百分点。 而三一重工新能源产品涵盖挖掘机、装载机、泵车、搅拌车、起重机等。高工产研（GGII）预测， 到2030年，我国工程机械行业整体电动化 ...