6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 自人形机器人登上春晚，全产业链赛道正掀起机器人热潮，对于锂电企业也不例外。 作为机器人的能源系统，人形机器人用电池的性能好坏直接决定着机器人的续航能力、负载能力， 也影响其运行的稳定性。 而随着人形机器人在各个领域的热潮推进，以及政策扶持，人形机器人订单增多，产业资本不断加 持。 一个新的风口酝酿，在动力层面最为受益的电池企业，自然也不会放过，继低空经济之后，多家产 业链企业集体向机器人用电池进军。 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 亿纬锂能目前已接洽多家头部机器人企业客户，部分客户已完成样品交付和组装；蔚蓝锂芯表示， 其锂电池产品已应用于宇树科技；盟固利相关正极材料已通过人形机器人领域验证；赣锋锂业旗下 新余赣锋电子也研发出了全地形机器人电池；宁德时代更 ...

宁德时代与长安马自 02 合作滑板底盘 6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） ◆ 电池 ◆ 德赛电池携手德国DOS公司 将在中东地区部署4GWh储能电站 近日，德赛电池与德国DOS Primrenergie Sonne GmbH（DOS公司）正式签署战略合作框架协 议，将在中东地区战略部署4GWh的储能电站。双方以海湾地区为起点，共同探索发展中国家能源 转型的创新路径。 潍坊新增年产6000吨高纯硫化锂项目 近日，潍坊市生态环境局披露了2025年5月份拟作出环境影响评价审查决定的建设项目名单。其 中包括年产26000吨高性能硫化锌、6000吨高纯硫化锂固态电池储能材料项目（年产26000吨高 性能硫化锌）。项目 由山东大耀特种材料有限公司进行建设。 ◆ 设备 ...

Core Viewpoint - The article discusses the recent trends and developments in the solid-state battery industry, highlighting key innovations in electrolyte materials, an accelerated iteration of anode materials, and the deepening collaboration between process and equipment innovations [3][11][16]. Group 1: Electrolyte Material Innovation - The solid-state electrolyte membrane, regarded as the "fifth main material" of solid-state batteries, is undergoing significant technological adjustments, with a shift towards coating existing base membranes rather than relying solely on self-supporting membranes [4][5]. - Companies like Weilan New Energy and TaiLan are emphasizing the use of existing base membranes for solid-state electrolyte coating, indicating a more practical approach to production stability and application reliability [4][5]. - The cost of electrolyte membranes in Japan and South Korea is reportedly at least 30% lower than that in China, which may drive the adoption of base membrane routes in the industry [5]. Group 2: Anode Material Iteration - The focus on anode material iteration, particularly silicon-carbon anodes, is gaining momentum, with significant investments and production capacity expansions observed in the first five months of the year, exceeding 220,000 tons and over 20 billion yuan in related investments [7][8]. - Notable projects include a 100,000-ton silicon-carbon anode material project by Xinyuan Technology with a total investment of 12 billion yuan, marking a significant expansion in the sector [7]. - Companies like Sanyuan Technology and Multi-Flor have also initiated substantial projects in silicon-carbon anodes, indicating a robust growth trajectory in this area [8][9]. Group 3: Process and Equipment Innovation - The solid-state battery production equipment has seen remarkable advancements, particularly in dry electrode processes, which are becoming a focal point for the industry [11][12]. - Companies such as XianDao Intelligent and Mannesmann have made significant breakthroughs in dry process equipment, indicating a maturation of key manufacturing processes [12][13]. - The integration of equipment and the ability to deliver complete production lines are becoming critical indicators of company strength, with successful bids for large-scale projects highlighting this trend [14][15].

Core Viewpoint - The article discusses the advancements and challenges in the dry electrode manufacturing process for batteries, highlighting the importance of technology upgrades and innovations in achieving sustainable and cost-effective production in the battery industry [3][4][10]. Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit will be held on June 9, 2025, in Suzhou, organized by GGII and sponsored by Zhongna Energy [2]. - The 2025 High-Performance Solid-State Battery Summit will take place on June 10, 2025, also in Suzhou, organized by GGII and sponsored by Liyuanheng [2]. Group 2: Dry Electrode Technology - Dry electrode technology is gaining traction due to its simplified production process, lower energy consumption, and environmental friendliness, making it suitable for next-generation battery production [3]. - The dry electrode manufacturing process faces three main challenges: 1. Technical bottlenecks in material uniformity control [4]. 2. Stability issues in mass production requiring precise control of process parameters [5]. 3. Automation challenges where existing production lines struggle to balance efficiency and quality [6]. Group 3: Innovations by Shangshui Intelligent - Shangshui Intelligent has made significant breakthroughs in the dry electrode field, focusing on consistency in solid-solid mixing, material compatibility, and process optimization [7][8]. - At the upcoming CIBF 2025, Shangshui Intelligent will showcase innovative dry electrode manufacturing equipment and smart laboratory devices aimed at facilitating the transition from lab to factory [9]. Group 4: Equipment and Performance Improvements - The dry electrode manufacturing technology has achieved important breakthroughs, allowing for higher active material loading and a reduction in resistance by over 20%, while also increasing the packing density by over 10% [12]. - The technology employs a completely solvent-free process, enhancing environmental friendliness and mechanical strength, while reducing overall production costs by over 15% [13]. Group 5: Laboratory Equipment - Shangshui Intelligent has developed a range of compact laboratory equipment for process verification, suitable for research institutions and corporate labs [16][17]. - These devices are designed to evaluate process feasibility and product performance, providing reliable technical support for subsequent mass production [17]. Group 6: Technical Seminars - Shangshui Intelligent will host four in-depth technical seminars during the three-day exhibition to share the latest technological achievements and solutions, while also gathering customer feedback [19].

Core Viewpoint - The article discusses the transition in the new energy industry from scale expansion to efficiency revolution, highlighting the importance of production efficiency and technological innovation in lithium battery manufacturing [3]. Group 1: Industry Trends - The bottleneck in the battery production process has shifted from cell manufacturing to the module PACK stage, where traditional mechanical conveying systems face challenges such as insufficient precision, lack of flexibility, and high costs [3]. - The industry is increasingly focusing on smart magnetic levitation technology to overcome efficiency bottlenecks in the module PACK stage, which offers high precision and flexibility in material handling [4]. Group 2: Company Innovations - Fenghesen Group, a leading provider of intelligent manufacturing solutions, offers comprehensive production assembly solutions for module PACK lines, covering various battery types [5]. - The FTS (Flexible Transport System) introduced by Fenghesen is designed to enhance production efficiency with high precision, flexibility, and cost-effectiveness, redefining material transport logic in smart manufacturing [5][7]. - The FTS system features a positioning accuracy of ≤ 5 μm and significantly improves production line utilization while reducing changeover costs through integrated control systems [6][7]. Group 3: Future Developments - Fenghesen Group is set to open a new R&D building in 2025, which will provide advanced research environments and equipment to support technological innovation [9]. - The company aims to strengthen its core technologies in control, execution, perception, transport, and artificial intelligence, positioning itself as a leader in intelligent manufacturing solutions [9].

Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [2] - The 2025 Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [3] Group 2: Company Developments - CATL announced its international IPO on May 12, 2025, with an expected scale of $4-5 billion, making it one of the largest IPOs in the Hong Kong market in recent years [3][4] - The IPO is priced at a maximum of HKD 263 per share, with a total of 118 million shares planned for issuance [3] - The company has attracted cornerstone investors, including major energy firms and sovereign wealth funds, with total subscriptions reaching HKD 20.371 billion [4] Group 3: Financial Performance - In 2024, CATL achieved a revenue of CNY 362.013 billion and a net profit of CNY 50.745 billion, marking a year-on-year growth of 15.01% [6] - For Q1 2025, the company reported a revenue of CNY 84.705 billion and a net profit of CNY 13.963 billion, with a gross margin of 24.4% [6] - The company has returned nearly CNY 60 billion to shareholders through dividends since its listing, with a dividend payout ratio of 50% for 2023 and 2024 [6]

高工产业研究院（简称GGII）是一家专注国内新兴产业市场研究与咨询的第三方机构，涉及的新兴产业主要包括锂电池、储能、氢能与氢燃料电池、新能 源汽车、智能汽车、LED照明与显示、机器人、新材料等。 以下文章来源于高工产研 ，作者GGII 高工产研 . 6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 高工产业研究院（GGII）通过发布的《全球动力电池装机量月度数据库》统计显示， 2025年第一季度全球新能源汽车累计销售393.8万辆，同比增长 29%，带动动力电池装机量约206.9GWh，同比增长36% 。 其中，磷酸铁锂电池装机量106.6GWh，占据全球51.5%的份额。在排名前十企业中， 国轩高科 、蜂巢能源同比增速均在70%以上。 393.8万台 1-3月全球新能源 ...

主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 6月会议预告 2025高工钠电 产业峰会 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） ◆ 电池 ◆ 中美就日内瓦经贸会谈发表联合声明 01 当地时间5月10日至11日，中美经贸高层会谈在瑞士日内瓦举行，会谈取得实质性进展，中美双 方承诺将于2025年5月14日前采取以下举措： 美国将（一）修改2025年4月2日第14257号行政令中规定的对中国商品（包括香港特别行政区和 澳门特别行政区商品）加征的从价关税，其中，24%的关税在初始的90天内暂停实施，同时保留 按该行政令的规定对这些商品加征剩余10%的关税；（二）取消根据2025年4月8日第14259号 行政令和2025年4月9日第14266号行政令对这些商品的加征关税。 中国将（一）相应修改税委会公告2025年第4号规定的对美国商品加征的从价关税，其中，2 ...

Core Viewpoint - The article emphasizes the acceleration of dry electrode equipment towards industrialization, highlighting its potential to overcome existing challenges in solid-state battery production [1]. Industry Overview - The dual drivers of global carbon neutrality goals and the explosive growth of the electric vehicle industry position solid-state batteries as the "ultimate solution" for next-generation power batteries due to their high energy density and safety [2]. - However, the commercialization of solid-state batteries is hindered by complex processes, high costs, and difficulties in mass production [3]. Technical Challenges - Current solid-state battery preparation processes primarily rely on wet slurry coating, which has significant drawbacks, particularly in the application of solid electrolytes [4]. - The traditional wet process involves substantial solvent use, leading to complicated production workflows and high energy consumption, while also posing safety risks due to poor compatibility with solid electrolyte materials [4]. Dry Electrode Technology - Dry electrode technology eliminates the need for solvents, utilizing physical mixing, fiberization, and calendering to produce electrode films, significantly reducing production steps and avoiding solvent residue safety issues [4]. - This technology is adaptable to various solid electrolyte materials, particularly polymers and sulfides, and could revolutionize the manufacturing logic of solid-state batteries if equipment and process bottlenecks are overcome [4]. Company Innovations - Guan Hong Intelligent has made breakthrough innovations in the field of dry electrode complete intelligent equipment, which includes a range of devices such as powder mixers, high-speed dispersers, kneaders, continuous granulators, and double-sided dry coating equipment [5]. - The materials produced using Guan Hong's dry electrode equipment exhibit a fiber diameter of less than 50nm, strong compatibility with various battery types, and a film thickness ranging from 15-150μm, with a strength of 1-4N and first pass yield exceeding 91% [5]. Process Innovations - The company has developed a special paddle design for its mixers that improves mixing efficiency by over 50% and ensures powder uniformity at an industry-leading level [6]. - Guan Hong's fiberization process includes a high-mixing machine for batch processing and a kneader for continuous processing, achieving fiber diameters smaller than 50nm and enhancing electrode strength significantly [8]. - The granulation and calendering processes utilize precision mold designs and AI algorithms for closed-loop control, improving film thickness and material flow [9]. Market Positioning - Guan Hong's equipment has been validated by clients, with mass production line delivery cycles reduced to under four months [10]. - The acquisition by Huaya Intelligent provides Guan Hong with substantial resources for product, technology, and market expansion, enabling rapid penetration into overseas markets [12][14]. - The strategic focus includes continuous innovation in intelligent logistics systems and optimization of dry electrode equipment for new application areas [14].

Core Viewpoint - The article highlights the upcoming visit to Haoneng Technology by Gaogong, focusing on the innovative matrix-style equipment in the lithium battery front-end sector and the transformation of Haoneng Technology under the new ownership of Gree [1] Group 1 - The visit is scheduled for May 13 at 15:00, indicating a specific time for the exploration of Haoneng Technology [1] - The exploration aims to showcase the advancements in lithium battery equipment, particularly the matrix-style innovations [1] - The article emphasizes the changes and developments at Haoneng Technology following Gree's acquisition, suggesting a significant transformation in the company's operations and strategy [1]