Core Viewpoint - The article highlights the growth trends in the lithium battery and energy storage industries, emphasizing the increasing production and sales of new energy vehicles, particularly in the commercial vehicle sector, and the anticipated expansion of production capacity in various material segments. Group 1: Lithium Battery Production and Sales - In July, the overall production of batteries in China exceeded 130 GWh, marking a nearly 40% year-on-year increase; the production of negative electrodes, separators, and electrolytes saw a 2% month-on-month increase, while positive materials experienced a decline [1][3] - The sales of new energy heavy trucks in China reached 30,000 units in the first quarter of 2025, representing a 176% year-on-year growth, with a market penetration rate of 11.51%; the total sales for 2025 are expected to reach 160,000 units, nearly doubling from the previous year [1][3] - In the passenger vehicle market, promotional activities in June supported growth, with companies like Leap Motor and XPeng Motors reporting significant year-on-year sales increases [1] Group 2: Energy Storage Market Dynamics - The reduction of tariffs in the U.S. has triggered a "rush to export," with China's energy storage cell exports expected to exceed 25 Wh, reflecting a 10% month-on-month increase; there is a surge in orders for solar-storage projects in the Middle East and a completion of inventory in Europe [2] - The current production trends indicate that the industry is at the bottom of the cycle, with positive signals for future demand recovery [3] Group 3: Material Segment Trends - The material segment is entering a recovery phase after two years of "volume increase and price decline"; prices and processing fees for lithium battery materials are expected to bottom out starting in the second half of 2024, with a new round of capacity expansion anticipated in 2025 [5] - The overall expansion of the lithium battery supply chain is expected to follow a "partial start, then overall promotion" rhythm, with lithium mines and lithium salts expected to catch up in the 2026-2029 period [5] Group 4: Industry Consolidation and Technological Advancements - The industry is experiencing increased concentration, with a trend of "big fish eating small fish," leading to a concentration of profits and influence among leading companies; solid-state batteries are signaling industrialization, with significant capacity expansions expected in 2025 [6] - In the first four months of 2025, over 50 GWh of new production capacity was added, with investments exceeding 20 billion yuan; six companies have established production lines exceeding 1.5 GWh [6]

Core Viewpoint - The establishment of Jiangsu Yinglian's production base marks a significant step in the commercialization of composite conductive materials, reflecting a broader trend in the lithium battery materials industry towards large-scale commercialization and technological innovation [4][12]. Group 1: Investment and Production Capacity - Jiangsu Yinglian's new facility in Yangzhou has an investment scale of 3.089 billion yuan, with plans for 10 composite aluminum foil and 134 composite copper foil production lines, targeting an annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil [4][5]. - The production capacity aligns with the core demands of the power battery industry for cost reduction and efficiency improvement, addressing the limitations of traditional copper foil in terms of weight and safety [5][12]. Group 2: Market Validation and Commercialization - Jiangsu Yinglian's products have undergone successful validation with overseas clients, including U&S ENERGY in South Korea, indicating the commercial viability of composite conductive materials [6][7]. - The dual validation of "technical feasibility + commercial certainty" signals that the commercialization window for composite conductive materials has opened [7]. Group 3: Technological Advancements and Competitive Edge - Jiangsu Yinglian has established a professional team for technology development, covering key areas such as vacuum physics and flexible materials, which supports innovation [9]. - The company has formed a collaborative innovation system with top global evaporation equipment manufacturers, ensuring efficient integration of technology research and industrial application [10]. - The production processes for composite aluminum and copper foils have been optimized for stability and efficiency, with successful validation on five production lines [11]. Group 4: Industry Impact and Standardization - The establishment of Jiangsu Yinglian's production capacity is expected to accelerate price restructuring and reshape the competitive landscape of the composite conductive materials industry [12]. - As the leading unit for the group standard of "Composite Copper Foil for Lithium-Ion Batteries," Jiangsu Yinglian is actively involved in setting industry standards, which will redefine technical barriers and production norms, promoting high-quality development in the industry [12].

Core Viewpoint - The article highlights the significant evolution of China's power battery industry over the past 15 years, marking its transition from a nascent stage to a global leader, and anticipates new challenges and opportunities in the next 15 years, particularly in globalization and technological innovation [2][4]. Summary by Sections 15-Year Journey of the Industry - The power battery industry in China has grown from its inception in 2010 with initiatives like "Ten Cities, Thousand Vehicles" to becoming a global leader, symbolizing China's manufacturing prowess and economic transformation [2]. - The next 15 years, starting from 2025, are expected to bring more challenges, including the electrification of transportation and deeper energy system reforms, leading to new applications, technological innovations, and business model developments [2]. High工锂电's Role - High工锂电 has been a witness and chronicler of the power battery industry's growth over the past 15 years, providing insights through research reports, publications, and industry events [4]. - In 2025, High工锂电 will celebrate its 15th anniversary with a series of activities themed "Stirring 15 Years, Looking Ahead to a New Journey," reflecting on past achievements and future challenges [4]. Planned Activities - The activities will take place from March to December 2025 and will include research visits, video interviews, in-depth reports, and an industry gala [5]. - Key discussions will focus on the successes and failures of the past 15 years, new technologies, application scenarios, and business models for the future [10][11]. Industry Development Insights - The article outlines the evolution of the Chinese lithium battery industry through three phases: the nascent period (2010-2015), the explosive growth period (2016-2020), and the globalization leadership phase (2021-2025), emphasizing key technological and commercial breakthroughs [12]. - Future focus areas include technological advancements (solid-state batteries, sodium-ion batteries), full-scene applications (energy storage, marine, eVTOL), and globalization strategies (overseas factories, technology exports) [13]. Anniversary Celebration - The 15th anniversary celebration will coincide with the High工锂电 annual conference in 2025, expecting over 1,000 attendees from the lithium battery industry to reflect on past developments and explore new opportunities and challenges [15]. - The event will feature discussions on new batteries, technologies, full-scene application opportunities, innovative business models, and highlights of emerging enterprises [16].

Core Viewpoint - The article discusses the implementation of the "factory within a factory" model by CATL at the Seres Super Factory, highlighting its significance in enhancing production efficiency and reducing delivery cycles in the electric vehicle industry [2][4][7]. Group 1: "Factory within a Factory" Model - The "factory within a factory" model aims to shorten delivery cycles by integrating battery production directly within automotive manufacturing facilities, significantly reducing supply chain response times [4]. - This model allows CATL to deepen collaboration with automakers by aligning battery technology with vehicle design and management systems, enhancing the synergy between battery and vehicle development [4]. - The approach also offers cost savings in land and infrastructure, providing a flexible and lower-risk expansion strategy in response to uncertain demand [4]. Group 2: Strategic Collaboration with Seres - CATL's partnership with Seres, a representative of China's new luxury automotive brands, has resulted in all models being equipped with CATL batteries, with a cumulative market presence exceeding 700,000 vehicles [6]. - The Seres Super Factory is recognized as one of the world's most advanced manufacturing facilities, characterized by efficiency, intelligence, cutting-edge technology, and sustainability [6]. - The collaboration aims to enhance production and delivery speeds for Seres, thereby shortening the vehicle delivery period for customers [7]. Group 3: Sustainability Initiatives - CATL is committed to promoting carbon neutrality across its value chain, assisting the automotive industry in establishing a complete "green automotive value chain" and reinforcing its global brand image of "zero-carbon intelligent manufacturing" [7][10]. - A 50MW distributed photovoltaic project was successfully integrated into the Seres Super Factory, providing essential green energy for the facility [8].

2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） 文末扫码报名 补能方式作为支撑电动重卡渗透率进一步提升的关键，目前主要集中在换电及充电两种方式。 尤其随着新能源重卡销量不断提升，宁德时代、国轩高科、瑞浦兰钧、巨湾技研、欣旺达等推出了 快充重卡电池及系统产品；华为、比亚迪等推出了更高功率的超充桩。 超充技术、产品、产业链的不断完善，正大幅缩短电动重卡充电与换电的时间差。值得关注的是， 超充方案进步的同时，换电领域也迎来了新的竞争格局。 宁德时代近期推出了"75号重卡标准换电块"并签约了重卡换电站，叠加其此前发布的超充版天行 商用车电池，宁德时代正在整合多元重卡补能方案，给行业提供了新思路。 据高工锂电观察，聚焦重卡换电的启源芯动力也在同步布局超充方案，而此前专注于充电业务的星 星充电也开始押宝充换电一体站。 巨头牵引下，充电与换电阵营也在从并行逐渐走向交叉融合。 启源芯动力方面，其带来了1.6 ...

2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） 文末扫码报名 一场围绕磷酸铁锂电池的全球产能竞赛正进入白热化阶段。从北美到欧洲，一批由行业巨头推动的 LFP 电池工厂正接连开启 " 投产 " 时刻，标志着海外 LFP 电池产能正从 "0 到 1" 实现突破。 特斯拉近日宣布，其位于内华达州斯帕克斯的首座 LFP 电池工厂即将完工。该工厂预计在 2025 年年底前实现首批电池下线，设备由宁德时代供应。 工厂的初始年产能规划为 10GWh ，将主要为特斯拉的储能产品 Megapack 和 Powerwall 供 货，并用于部分车型。此举被视为特斯拉在控制成本和供应链方面迈出的关键一步。 在此之前，多家电池巨头已抢先发力。今年 5 月，韩国 LGES 在美国密歇根州投产了其首个大型 LFP 电池产能，目前已有两条产线投入运营，总产能达到 21.5GWh ，分别面向储能（ 16.5 GWh ）和电动 ...

Battery - Foton Motor has begun mass application of semi-solid batteries in its self-developed 24V starting lithium batteries, which are installed in its electric light trucks [2] - Beijing Chunzhi New Energy Technology Co., Ltd. launched a pilot project for electric bicycle battery swapping using all-solid-state batteries, marking the transition of its products from laboratory to commercial application [6] Materials - Zhongke Chuncui Technology successfully completed a Pre-A round of financing, which will be used to optimize new extraction agents for strategic metals and establish production projects for battery-grade lithium chloride and lithium dihydrogen phosphate [8] - Enjie Co., Ltd. announced that its subsidiary has begun mass shipments of high-purity lithium sulfide products, while another subsidiary is advancing the construction of a pilot project for solid-state electrolyte with a capacity of thousands of tons [10] - Hainan Mining signed a lithium spodumene off-take agreement with its subsidiary, ensuring that all spodumene produced from the Bukuni lithium mine project will be sold to Hainan Mining starting January 1, 2026 [11] - Yunnan Zhongke Xingcheng Graphite Co., Ltd. is set to construct a project with an annual production capacity of 100,000 tons of lithium battery anode materials, with a total investment of 2.5 billion yuan [13]

Core Viewpoint - The 2025 High-tech New Energy Materials Industry Conference aims to explore new materials, new dynamics, and new ecosystems in the energy sector, focusing on the evolving landscape of battery materials and their applications [1]. Group 1: Conference Overview - The conference is organized by High-tech Lithium Battery, High-tech Energy Storage, and High-tech Industry Research Institute (GGII) [1]. - It will take place from July 8 to 9, 2025, in Chengdu, Sichuan, at the Yang'an New City Conference Center [1]. Group 2: Key Sessions and Topics - The opening ceremony will feature speeches from industry leaders, including Zhang Xiaofei, Chairman of High-tech Lithium Battery, and representatives from local governments [2]. - Key topics include the transformation of battery materials under diverse demands, the industrial application of composite conductive fluids, and the collaborative development of materials, processes, and equipment [3]. Group 3: Specialized Sessions - On July 9, specialized sessions will cover new material applications in lithium batteries, advancements in negative electrode materials, and alternative solutions for lithium battery binders [4]. - Discussions will also focus on the challenges in the industrialization of new materials and strategies for balancing energy efficiency, cost, and supply chain security [4][5]. Group 4: Innovation and Sustainability - The afternoon session will address how equipment companies can adapt to new material processes and the innovative technologies for battery recycling and resource circularity [5]. - A roundtable discussion will explore the role of equipment innovation in driving the development of new energy materials and achieving zero-carbon manufacturing [5].

高工锂电15周年特别策划 ● 15年，从破土萌芽，到枝桠参天；从步履蹒跚，到健步如飞。以2010年"十城千辆"为 肇始，在新能源汽车产业的强力牵引下，中国动力电池发展走过了波澜壮阔的15年。 ● 15年，筚路蓝缕，玉汝于成。中国动力电池产业经历了从0到1，从弱小到壮大，从跟随 到领跑的完整历程，如今已经成为中国制造走向全球的"新三样"代表，也成为中国经济转型 升级的时代注脚。 ● 以 2025年为转折，中国动力电池产业将开启新的15年征程。瞭望新征程，将会是更具 挑战，交通电动化向全场景渗透，能源体系变革也加速走向纵深，这也意味着，新应用场景 开启，新技术与产品创新，新商业模式落地，新的产业生态与格局。 ● 全球化也将成为中国锂电产业新征程中的时代命题。如何从领跑全球，到真正融入全 球，并成长出一批具备跨国经营的国际企业，将成为中国锂电产业新 15年的最大考验。能 否在新的征程中续写新时代的辉煌，让我们期待中国锂电产业的时代答卷。 高工15年，与行业同行 ● 15年前，高工锂电开始用脚步丈量行业，用研究报告测量行业变化的温度，用杂志、网 站、微信传递行业信息，用会议搭建行业间交流桥梁，记录行业的起伏波澜，低谷 ...

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference aims to explore new materials, new dynamics, and new ecosystems in the energy sector, highlighting the importance of innovation and collaboration in the battery materials industry [1]. Group 1: Conference Overview - The conference is organized by High工锂电, High工储能, and High工产业研究院 (GGII) and will take place from July 8-9, 2025, in Chengdu, Sichuan [1]. - The event will feature key speeches from industry leaders, including the chairman of High工锂电 and representatives from local governments [2]. Group 2: Key Topics and Sessions - The opening session will focus on the changing landscape of battery materials driven by diverse demands, with discussions on the industrialization of composite conductive fluids and lithium-rich manganese-based cathode materials [3]. - A roundtable discussion will address the differentiation of material requirements in new scenarios and the collaborative models necessary for accelerating industrialization [3]. Group 3: Specialized Sessions - The morning of July 9 will include specialized sessions on new material applications, featuring insights on lithium battery new material applications and the production progress of next-generation anode materials [4]. - Topics will also cover the challenges faced by aluminum foil companies in response to diverse battery demands and the development of alternative solutions for lithium battery binders [4]. Group 4: Networking and Collaboration - The conference will provide opportunities for networking, including a closed-door dinner for deeper discussions among industry leaders [3][4]. - The event aims to foster collaboration between new materials and the broader energy sector, emphasizing the need for synergy in development trends and industrial partnerships [4].