Core Viewpoint - The article highlights the rapid expansion of China's lithium battery industry into Southeast Asia, driven by the need for new growth opportunities and independent pricing power amid domestic competition and geopolitical complexities [1][4][6]. Group 1: Project Launches - Three major lithium battery projects were launched in Southeast Asia within three days, marking a significant step for Chinese companies in establishing a complete ecosystem from upstream materials to downstream automotive applications [1][4]. - A joint venture project in Indonesia, involving CATL and local enterprises, has a total investment of $6 billion and is expected to support the production of batteries for 300,000 electric vehicles, contributing approximately $42 billion to Indonesia's GDP annually [2][4]. - Starpower Materials has officially commenced production at its ASEAN base in Malaysia, with an investment of nearly 5 billion RMB and an annual capacity of 2 billion square meters, aiming to become a leading manufacturer in the field [2][4]. Group 2: Industry Expansion - The expansion in battery manufacturing is particularly notable, with companies like EVE Energy and others announcing new production capacity in Malaysia, Thailand, and Indonesia [5]. - Upstream material companies are also accelerating their investments, with projects in lithium iron phosphate and electrolyte production being established in Indonesia and Malaysia [5]. - By 2026 and 2027, major lithium battery materials will achieve localized production in Southeast Asia, enhancing the region's supply chain capabilities [5]. Group 3: Strategic Considerations - The current wave of overseas expansion is driven by companies seeking independent pricing power and higher profit margins, as indicated by Starpower Materials' management [6]. - Companies are integrating local resources, such as nickel, to create a comprehensive production system from mining to materials, exemplified by CATL and Ganfeng Lithium's initiatives in Indonesia [6]. - Southeast Asian governments are actively promoting electric vehicle development through ambitious targets and tax incentives, creating a favorable environment for investment [7]. Group 4: Market Outlook and Risks - Indonesia aims to produce 1 million electric vehicles annually by 2035 and plans to eliminate coal-fired power plants by 2040, while Malaysia and Thailand have set significant electric vehicle sales targets for 2030 and 2035 [7]. - Despite the high return expectations, risks remain, as evidenced by the recent tariffs imposed on solar products from Southeast Asia, highlighting potential trade friction challenges for Chinese lithium battery companies [7].

Conference Announcement - The 2025 High-Performance New Energy Materials Industry Conference will be held on July 8-9, 2025, in Chengdu, Sichuan, focusing on new materials, new dynamics, and new ecology [1] Company Developments - Jia Yuan Technology has made commercial progress in solid-state battery copper foil, supplying products to five leading battery companies, which are also applicable in low-altitude economic scenarios like eVTOL testing [2] - Defu Technology has signed supply agreements for lithium battery copper foil products with two major companies in the photovoltaic and consumer battery sectors [3] - Tangshan Hengwang New Energy Materials has commenced trial production of a 200,000-ton lithium iron phosphate project, with a total investment of 5.5 billion yuan, expected to achieve mass production by October 2025 [5] - Zhenhua New Materials has achieved hundred-ton level shipments of solid electrolyte and modified ternary materials for high energy density applications, establishing cooperation with major downstream clients [7] Equipment Collaborations - Keheng Co., Ltd. has signed a strategic cooperation agreement with Beijing Pure Lithium New Energy Technology to build a full-chain strategic partnership involving solid-state lithium-ion battery production equipment and materials [9] Overseas Expansion - EVE Energy plans to invest up to 8.654 billion yuan in a new energy storage battery project in Kedah, Malaysia, to enhance its global strategy and meet rising market demand [11] - Xingyuan Materials has completed the first phase of its ASEAN base in Malaysia, with an annual production capacity of 2 billion square meters for lithium battery separators [13] - CATL has officially commenced construction of its joint venture factory in Indonesia, with an initial capacity of 6.9 GWh, expected to expand to 15 GWh by the end of 2026 [15] - Tesla's first lithium iron phosphate battery factory in North America is nearing completion in Sparks, Nevada, adjacent to its existing Gigafactory [17] - Nandu Power has secured a large order for a 1.4 GWh energy storage system for a major solar project in India, marking one of the largest single energy storage projects in the country [19]

Core Viewpoint - The breakthrough in solid-state battery technology involves reducing the operating stack pressure from hundreds of megapascals (MPa) to single-digit levels, indicating a significant step towards commercialization and large-scale application [1][2][3] Group 1: Understanding the Breakthrough - There are two types of pressure in solid-state batteries: fabrication pressure, which is high during manufacturing, and operating stack pressure, which is maintained throughout the battery's lifecycle [2] - The goal of the industry is to reduce operating pressure below 10MPa, with automotive OEMs aiming for a stringent limit of 2MPa, aligning with the pressure range of current liquid lithium-ion batteries [3][4] Group 2: Innovations Leading to Low-Pressure Operation - The ability to operate at low pressure is achieved through fundamental solutions to interface issues rather than relying on external pressure [4] - Innovations in materials, such as new solid electrolytes with intrinsic elasticity and deformability, are crucial for reducing dependence on external pressure [4][5] - Interface engineering aims to create self-stabilizing capabilities at the interface, mitigating risks associated with dendrite formation [4][5] Group 3: Structural Design and Future Prospects - Precision structural design, including porous materials and composite electrodes, allows for stress relief and increases effective contact area, replacing the need for external physical compression [5] - Recent advancements suggest the possibility of "pressure-less" operation, with solid-state batteries using halide electrolytes functioning reliably at near-atmospheric pressure [6] - The focus is now on reducing the still high fabrication pressure to optimize production efficiency and lower manufacturing costs, paving the way for widespread adoption of solid-state batteries [6]

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。 1.高工对话 ● 领航 15年，对话锂电产业20位企业领袖 ● 后浪奔涌，对话中国新能源新青年领袖 2.高工圆桌派 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 ...

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference will focus on advancements in solid-state battery technology and its industrial applications, highlighting the strategic initiatives of Weilan New Energy in this sector [1][2]. Group 1: Solid-State Battery Developments - Weilan New Energy is a benchmark enterprise in the solid-state battery field, focusing on both oxide and polymer technology routes, while also exploring sulfide technology through its subsidiary [1]. - The company has achieved mass production of a mixed solid-liquid power battery with an energy density of 360Wh/kg, which has been tested in the NIO ET7 vehicle, demonstrating a real-world range of 1044 kilometers with a 150kWh battery [1]. - The battery features a self-developed ultra-thin lithium metal anode and a high-precision pre-lithiation platform, ensuring high energy density and safety, and has received certification from the Ministry of Industry and Information Technology [1]. Group 2: Product Innovations - Weilan has launched a high-energy density mixed solid-liquid cell with 770Wh/L, balancing high power and long lifespan characteristics, and plans to mass-produce a new cell based on the 4695 large cylindrical design in collaboration with Jianghuai Yuwei by 2026 [2]. - The company has introduced the world's first 280Ah mixed solid-liquid energy storage battery, which has been successfully delivered in batches, with an upgraded version (314Ah) showing improved thermal stability under puncture and short-circuit conditions [2]. Group 3: Market Applications and Strategic Partnerships - Weilan's energy storage products have been deployed in various demonstration projects across multiple scenarios, including wind-storage integration, grid frequency regulation, data centers, and communication bases, meeting demands for "zero degradation," "high rate," and "high safety" [2]. - In the low-altitude power and small mobile power sectors, Weilan has developed products with specifications ranging from 27Ah to 35Ah, achieving a maximum single-cell energy density of 310Wh/kg, suitable for applications in electric motorcycles, electric tools, drones, and Japanese engineering machinery [4]. Group 4: Industry Position and Future Outlook - Weilan has established a comprehensive cooperation system covering key aspects of the supply chain, including anode and cathode materials, solid-state electrolytes, pre-lithiation equipment, and packaging materials, with a production capacity of 540 tons per year at its Zhejiang facility, set to expand to 10,000 tons by 2025 [4]. - The company is pursuing an "in-situ solidification" approach to address interface contact challenges and is developing a mixed solid-liquid battery platform that is compatible with existing liquid manufacturing processes while offering low-cost expansion potential [4]. - Weilan aims to achieve engineering breakthroughs in all-solid-state battery samples by 2027, positioning itself as a potential leader in the solid-state battery industry's critical development phase [4].

会议 河台 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（成都市邛崃市峡岭大道299号） 文未扫码报名 G高工程中 > G高T产研 产业链格局重整 全场景应用共振 2025第十八届高工锂电产业峰会 雷索新材料 副总经理 宋琪博士 锂电行业正处于高速发展阶段，全球锂电池产能持续扩张，但干燥技 术瓶颈日益凸显。传统热风干燥工艺存在三大核心痛点：一是效率低 下，需配置近百米烘箱、占用千平米厂房空间; 二是能耗惊人，每小 时消耗百万大卡化石能源；三是成本高企，干燥环节能耗占电池生产 总能耗的15%，且潜在碳税成本近6亿美元。这种技术滞后正制约着 行业降本增效。 雷索新材料创新研发的平面红外系统突破行业瓶颈。该系统采用平面 红外模组技术，通过红外辐射直接加热极片，颠覆传统加热模式。 启源芯动力 副总经理 王若蒙 以CTB电池构建交能融合生态，启源魔盒400kWh电池实现车储共 用,换电重卡3-5分钟极速补能。首创车电分离降本 ...

会议预告 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 制造价值的重塑： 告别"实验室阶段"的制造模式，将消除"制造缺陷"作为核心，通过大规模、高 稳定性的智能制造，实现PPB级别的本征安全，让品质成为核心竞争力。 市场价值的重估： 将目光从国内价格战的泥潭，转向全球市场的蓝海。成功的关键不再仅仅是技 术输出，更是对国际法规、标准的深刻理解和主导，实现从"技术领先"到"规则引领"的跨越。 会议地点： 成都·邛崃·羊安新城会议中心（成都市邛崃市崃岭大道299号） 文末扫码报名 超越价格战，赢在系统力 面对全球需求增长与行业利润微薄的"冰火两重天"，中国锂电产业正从野蛮生长的"红海"阶段， 转向一场深刻的自我革命。 在第十八届高工锂电产业峰会闭幕式专场"产业链重整 新隘口攻坚 "上，一个明确的产业共识浮出 水面：要摆脱"增收不增利"的内卷困境，必须完成从"单点竞争"到"系统性价值创造"的战略跃 升。 五位产业链核心企业高层的演讲，共同揭示了这一新范式的内涵。未来的竞争，不 ...

Core Viewpoint - The establishment of the Xingyuan Material's factory in Malaysia marks a significant milestone in the global high-end separator manufacturing sector, aiming to escape domestic market competition and establish an independent overseas pricing system to enhance profitability [1][6][12] Group 1: Investment and Production Capacity - The total investment for the Malaysian factory is nearly 5 billion RMB, with an annual production capacity planned to reach 2 billion square meters, making it the largest production base for lithium-ion battery separators and solid-state battery rigid skeletons globally [1][6] - The factory has already received a substantial number of order intentions, indicating a strong market demand driven by battery manufacturers' capacity expansion in Southeast Asia [1][2] Group 2: Pricing Power and Market Strategy - The core strategic value of the overseas expansion is the acquisition of "independent pricing power," allowing the company to set prices based on international market supply and demand, certification barriers, service costs, and product technological added value [3][6] - The company anticipates a structural supply shortage in the overseas high-end separator market by the end of 2026, which will provide significant bargaining advantages for firms with localized advanced production capacity [6][12] Group 3: Technological Foundation - The company's confidence in seeking independent pricing power stems from its undisputed technological strength in the high-end separator field, with a product matrix that meets global market demands for higher safety, efficiency, and longevity [7][9] - The high-performance coated separator series, including nano-fiber coated, polyimide coated, and aramid coated separators, are key tools for penetrating overseas markets, providing essential safety guarantees for lithium batteries [9][12] Group 4: Industry Collaboration and Globalization - The establishment of the Malaysian factory is part of a broader trend of systematic overseas expansion of China's lithium battery industry, with a localized lithium battery industry collaboration model emerging in Southeast Asia [11][12] - The company’s strategic layout extends beyond Southeast Asia, with investments in Europe and North America, indicating a proactive approach to global supply chain security and market entry [12]

会议预告 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 文末扫码报名 高工锂电获悉， 龙蟠科技旗下子公司锂源科技 于本周新 发布了一款专为大规模储能系统设计的 磷酸铁锂正极材料。公司表示，该新型号产品 S406 旨在降低储能全生命周期成本并提升性能。 在全球对可再生能源存储需求日益增长的背景下，此举应运而生。大规模储能正从政策驱动的补充 设施，转变为电网市场的刚性需求。 锂源科技指出， S406 的开发聚焦于降低度电成本这一核心指标，直接关系到储能电站的经济效 益。公司称，该材料通过创新的配方与工艺，实现了成本、寿命、效率与安全性的平衡。 据 了解 ， S406 采用 通过粒度定向控制与低掺杂技术、结合 成本更低的 " 一烧工艺 " ， 有助于在控制开支的同时提升产品关键性能。 其粉体压实密度符合四代磷酸铁锂要求。 在性能参数方面，锂源科技披露， S406 在 0.5P对应的能量效率可达 94.5% 以上。此外，该材 料在 1C 放电至 3.2V 时，容量释放占比达到 93% ，显示出高效的电能输出能力。 ...

Core Viewpoint - The 2025 High-tech New Energy Materials Industry Conference will focus on the industrialization paths of new battery materials such as solid-state batteries and sodium batteries, gathering leaders from upstream and downstream enterprises in the lithium battery materials industry [1]. Group 1: Conference Details - The conference will be held on July 8-9, 2025, at the Chengdu Qionglai Yang'an New Town Conference Center [1]. - The theme of the conference is "New Materials, New Dynamics, New Ecology" [1]. - The event is sponsored by Yinglian Composite Current Collector and will feature three main sessions: Opening Ceremony, Innovation Paths of New Materials and Zero Carbon Intelligent Manufacturing, and Industrialization and Cost Reduction of Solid-State Battery Materials [1]. Group 2: Participating Companies - A diverse range of companies will participate, including: - Qingdao Lanke Tumo Materials Co., Ltd. - Jiangxi Ganfeng Lithium Co., Ltd. - Shenzhen Dufang Nano Technology Co., Ltd. - Hubei Rongtong High-tech Advanced Materials Group Co., Ltd. [4][5][6][7][8][9][10][11]. - The first batch of participating companies has been announced, showcasing a strong representation from various sectors within the new energy materials industry [1].