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 月锂电池行业排产数据再度超预期，在 9 月高基数基础上继续上行，旺季叠加 储能爆发共振下的供需拐点 确立 。 产业逻辑正在切换 ， 从被动出清产能，转向主动补库存、优质产能争夺。产业运行正推动锂电有节奏进入上行。 综合多方数据， 10 月电池排产高位上行，在 9 月的高位上环比增幅 10% 。 Top20 电池厂电池排产环比增幅超 20% ，其中储能电芯占比超过 40% 。 倒计时39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 同时，国内新能源重卡1-8月销量超10万辆，同比增长超180%。强劲增速拉动单车带电量抬高，成为驱动动力电池装机的又一增长极。 随着电芯产能在动力、储能的两大需求催化下持续吃紧 ，头部企业的议价能力与产能话语权 将 增强。 ...

倒计时39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） "跟着行业'卷'规模，这事我不擅长，但是，时代高科24年的长期战略定力，就是聚焦、做专、做精、做强，深耕细分市场，专注核心业务，在关键性 能指标（例如精度、可靠性、寿命、效率、能耗等）上达到国际先进领先水平；时代高科获得近20个最高级别的国际化认证，真空干燥装备的市场占 有率全球25%、国内27%；" "时代高科拥有全球领先的市场地位与品牌影响力，主持制定国家《锂离子电池真空干燥系统技术规范》，参与制定《真空技术-真空计技术规范》等 多项国家标准；" "筑牢企业的护城河，坚定自己的核心竞争力，真的比什么都重要。" 时代高科董事长 田瀚溶在高工锂电年会 在时代高科的办公室里，董事长田瀚溶谈及24年创业 ...

Group 1 - The article highlights the rising demand for copper, driven by the AI infrastructure boom and the energy transition, positioning copper as the "new oil" [5][18] - Recent supply disruptions, including a significant production halt at Freeport-McMoRan's Grasberg mine, are expected to reduce global copper supply by approximately 6% in 2025 [10][12] - The decline in ore grades and the lengthy development cycles for new mines contribute to a structural supply bottleneck, with global copper supply growth projected at only 1.5% annually from 2025 to 2030 [15][14] Group 2 - The demand for copper is shifting from real estate to sectors such as AI data centers, electric grid upgrades, and electric vehicles, with the latter requiring five times more copper than traditional vehicles [22][18] - The International Energy Agency forecasts a 9%-10% annual growth in global grid investment by 2030, which will significantly boost copper demand [20] - The financial attributes of copper are gaining attention as its price is closely linked to the US dollar, with predictions of copper prices reaching $10,000 per ton and potentially $12,000 by mid-2026 [26][24] Group 3 - The rise in copper prices has led to a positive response in other energy metals markets, including lithium, cobalt, and nickel, with cobalt prices increasing over 15% in a short period [27][30] - Supply disruptions in cobalt and nickel markets are primarily influenced by new regulations in the Democratic Republic of Congo and Indonesia's mining policies, respectively [31] - The high copper prices may create opportunities for new materials technologies, potentially challenging traditional copper and aluminum foil applications in the lithium battery industry [30]

Core Viewpoint - The eVTOL industry in China is approaching a commercial explosion, with significant orders and certifications emerging, indicating a rapid growth phase for the sector [2][3][4]. Group 1: Industry Collaboration - Zhongchao Innovation and Hefei Lanyi Aviation Technology have signed a strategic cooperation agreement, marking a new phase of collaboration between lithium battery companies and eVTOL manufacturers [3]. - Zhongchao Innovation has previously partnered with Guangdong Gaoyu Technology to provide high energy density batteries for eVTOL applications, showcasing a commitment to developing standardized power solutions [4]. - The GOVY AirCab, equipped with Zhongchao Innovation's specialized battery, has received over a thousand intent orders and is set to enter the airworthiness certification phase [5]. Group 2: Market Dynamics - The eVTOL sector is witnessing a surge in orders, with notable contracts such as Volant Aerotech's 500 units valued at approximately $1.75 billion and Times Technology's 350 units worth around $1 billion [7]. - Companies like CATL and EVE Energy are adopting various strategies, including investment and long-term R&D, to enhance their positions in the eVTOL battery market [8][9]. - The collaboration between lithium battery firms and eVTOL manufacturers is seen as a crucial trend, with the potential to address technical mismatches and supply chain issues [9]. Group 3: Technological Advancements - eVTOL applications are expected to serve as a testing ground for solid-state batteries, which could resolve power limitations in the industry [10]. - The demand for high energy density and safety in battery technology is critical for the success of eVTOL, with requirements exceeding those of ground vehicles [11]. - Solid-state batteries, with theoretical energy densities exceeding 500 Wh/kg, are positioned to meet the stringent demands of eVTOL applications [12]. Group 4: Future Projections - By 2030, the eVTOL sector is projected to create an additional demand of 30 GWh for lithium batteries, potentially opening new market opportunities for the industry [13].

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） 01 10月5日，阳光电源正式向港交所提交上市申请书，独家保荐人为中金公司。 截至2025年6月30日，阳光电源产品及服务累计销往全球100多个国 家和地区。招股书显示，2024年，阳光电源的光伏逆变器在全球的市占率约为25.2%；截至2025年6月30日，阳光电源的储能系统累计出货量达 70GWh。 2025年上半年，阳光电源实现营业收入434亿元，毛利率32.9%。而储能系统出货已达19.5GWh，收入178亿元，收入占比41%，毛利率 39.9%。从收入占比上看，储能系统已经成为阳光电源收入最高的业务板块。 阳光电源正式开启港股IPO 豪鹏科技携手LeydenJar 加快推动100%纯硅负极电池开发 02 ...

Core Insights - The lithium battery industry is entering a new cycle characterized by explosive demand and technological innovation, driven by global energy transition trends [2][3] - In the first half of the year, total lithium battery shipments reached 776 GWh, a year-on-year increase of 68%, with energy storage batteries growing at 128%, significantly outpacing the 49% growth of power batteries [2] - Solid-state battery energy density is expected to exceed 400 Wh/kg by 2025, and composite electrolytes are entering mass production, reshaping the industry landscape [2] Event Overview - The 2025 (15th) High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, at JW Marriott Hotel in Shenzhen, marking a milestone for the industry [3][6] - The event is organized by High-tech Lithium Battery and GGII, with various sponsors and partners contributing to the conference [3][4] Industry Participation - Leading companies from the battery sector, including CATL, EVE Energy, and Gotion High-tech, will participate, focusing on battery technology innovation and market expansion [4] - In the materials sector, companies like Rongbai Technology and Aikang New Materials will discuss key issues such as material performance enhancement and supply chain security [4] Equipment and Support - The equipment and supporting sector will feature discussions on intelligent upgrades and optimization of support services, with participation from companies like Xinjingcheng Sensor and Yihong Intelligent [5] - The conference will also release multiple industry value reports, including the "2025 China Large Cylindrical Lithium Battery Industry Development Blue Book" [5] Networking and Collaboration - The event aims to foster high-level discussions and collaborations within the lithium battery industry, providing a platform for resource integration and opportunity identification [6]

倒计时40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 本研究提出了 " 动态自适应界面（ Dynamic Adaptive Interphase, DAI ） " 策略 。 核心机制 为 颠覆了传统电解质中阴离子 " 固定不动 " ， 通过材料设计，让阴离子（如 I⁻ ）在电场驱动下具备可控的迁移能力。 在锂剥离过程中，这些可迁移的阴离子会运动至界面，与锂离子结合，原位形成一层动态、致密且稳定的界面层（如富 LiI 层）。 研究团队形象地将其比喻为 " 章鱼触手 " ，强调其动态自适应的独特作用。该界面层能像 " 章鱼触手 " 一样，主动填充因锂体积变化产生的孔 隙，实时维持紧密的界面接触，从而摆脱了对高外部压力的依赖。 为何 选择碘掺杂硫化物电解质？ 为了验证 DAI 策略的可行性，研究团队通过高通量计算筛选，发现碘离子（ I⁻ ）是具有合适迁移能力的候选阴离子。他们选择了 Li₃.₂PS₄I₀.₂ （碘掺杂硫化物电解质）作为实现和验证 DAI 概念的模型体系。 实验数据证明了该策略的成功： 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 ...

倒计时41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 届时，组委会将邀请包括 宁德时代、中创新航、亿纬锂能、欣旺达、蜂巢能源、正力新能、瑞浦 兰钧、睿恩新能源、力华电源、容百科技、华熔科技、英联复合集流体、德福科技、诺德股份、华 创新材、亮晶晶、方恩电子、集泰股份、海目星激光、大族锂电、逸飞激光、华视集团、先导智 能、利元亨等产业链各环节企业将就锂电出海的新机遇、新挑战、新策略等话题一起探讨交流，分 享产业前沿洞见。 海外价格战 历史教训下的"自杀式"选择 新能源汽车领域，四万余元起售的车型不断刷新价格下限，将"低价"作为抢占份额的唯一筹码； 储能领域同样深陷降价竞赛，宁德时代董事长曾毓群在储能大会上直言，近三年储能系统价格降幅 超八成，某集采项目中标价甚至低于0.4元/Wh，远低于合理成本区间。 会议合作 ...

Core Insights - The article highlights the significant trend of Chinese lithium battery equipment companies securing overseas orders, indicating a deep restructuring of the global electric vehicle supply chain [2][3][11]. Group 1: Overseas Orders and Revenue Growth - Xianhui Technology announced a contract to provide production line projects for a global battery leader's factory in Hungary, with overseas orders reaching 2.06 billion RMB, accounting for 68% of total orders [3]. - By 2025, Xianhui's overseas revenue is expected to rise to 75% of total revenue, reflecting a broader trend among lithium battery equipment manufacturers [4]. - Other companies like Liyuanheng and Naconor have also reported significant overseas order wins, with Naconor's overseas orders exceeding 600 million RMB, making up over 30% of total orders [4][6]. Group 2: Financial Performance - Haimeixing's new overseas orders in the first half of 2025 reached 1.888 billion RMB, a year-on-year increase of 192.5% [8]. - Honggong Technology's overseas revenue surged by 789.35%, with new overseas orders totaling 300 million RMB [9]. - Manensete's overseas revenue also saw a 146.51% year-on-year growth [10]. Group 3: Industry Dynamics and Demand Drivers - The surge in orders is driven by the need for equipment upgrades due to technological advancements in battery production, such as high-energy and fast-charging batteries [11]. - Leading battery manufacturers are enhancing efficiency and upgrading processes, while Chinese battery companies are expanding their global footprint by upgrading production lines overseas [12]. - There is a growing demand for automation from overseas clients, with a focus on reducing manual operations and improving production efficiency [14]. Group 4: Market Landscape and Challenges - The global battery market is characterized by a tripartite structure involving China, Europe, and the United States, with Europe emerging as a key battleground for competition [15]. - While the Chinese domestic market is highly competitive, trade policy restrictions in the U.S. pose challenges for Chinese companies [15]. - Despite the growth opportunities, risks such as tariff barriers in the U.S. and Southeast Asia could impact equipment demand [15].

倒计时42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） 材料端的 "风向标"六氟磷酸锂（ 6F ）率先进入涨价周期。 多家产业链消息显示，近期 6F 现货报价已上涨至 5.85 万元 / 吨，较年中低点反弹超 8500 元 / 吨，头部企业已暂停报价，供需紧平衡局面正加 速显现。 6F ： 率先触底 反弹的材 料环节 从产业反馈看， 6F 正在成为锂电材料环节中第一个实现供需逆转的品类。 8 月以来， 6F 价格从 5 万元 / 吨抬升至 5.8 万元 / 吨，涨幅超 15% ，本周仍有继续调价预期。 当前行业月度有效产能约 2.45 万吨，而 9 月需求预计已超过 2.3 万吨，供需紧平衡已初步显现。头部三家企业产量占比超 70% 。 而 四季度临近， ...