Core Viewpoint - The 2025 High-tech Energy Storage Industry Summit and the 2025 High-tech New Energy Materials Industry Conference will focus on the transformation and restructuring of the energy storage and new materials sectors, emphasizing new materials, new dynamics, and new ecosystems [1][2]. Event Details - The 2025 High-tech New Energy Materials Industry Conference will take place on July 8-9, 2025, at the Yang'an New Town Conference Center in Qionglai, Sichuan [1][3]. - The summit will feature leaders from upstream and downstream enterprises in the lithium battery materials industry, discussing the industrialization paths of solid-state batteries and sodium batteries [1][2]. Agenda Overview - The conference will include a series of speeches and discussions on various topics related to battery materials and innovations, with a focus on the industrialization of new materials [5][6][7]. - Key sessions will cover themes such as the transformation of battery materials under diverse demands, new material applications, and the industrialization of solid-state battery materials [5][6][7]. Transportation and Accommodation - Attendees can reach the venue via Chengdu Shuangliu International Airport or Chengdu Tianfu International Airport, with various transportation options available [8][9]. - Accommodation is not arranged uniformly, but attendees can enjoy special rates at the conference hotel if needed [15][16]. Networking Opportunities - The conference will provide opportunities for networking through various sessions, including roundtable discussions and a thank-you dinner for invited guests [5][7].

以下文章来源于高工产研 ，作者GGII 高工产研 . 2025年5月中国锂电产业链投资扩产项目汇总表 从环节分布看，锂电池回收、固态电池及材料成为主要投资方向，各占7个项目，合计占比 近50%，反映出行业向技术迭代与循环经济双轮驱动的转型趋势。其他环节中，锂电池及 PACK项目6个，包括海四达马来西亚圆柱动力电池项目、比亚迪欧洲总部和研发中心两个海 外项目。 从投资规模来看，5月锂电产业链平均单个项目投资额约13.8亿元，较2024年同期有所下 降，仅有金晟新能源湖北黄冈基地一个百亿级规划项目，当前锂电产业投资更趋理性。 从项目区域分布来看，主要集中于长三角江苏、湖北、江西及广东及等锂电产业集聚区，海 外布局项目三个（涉及马来西亚、匈牙利、阿曼）。 | | | 灰竹矿 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 钠电池 | 苏州固能 | 钠电池、储能微 电网系统集成 | 3GWh电 池及微网 集成 | 10 | 签约 | 江苏 | 南京 | | | 昌意钠电 | 钠电池 | 3GWh | 1 | 开工 | 云南 | 最准 | ...

Group 1: Battery Industry Developments - Zhongchao Innovation's battery project has landed in Wuhan, with a total production capacity of 40GWh from the first three phases, and the fourth phase plans to produce approximately 400,000 sets of power battery PACK, expected to generate over 10 billion yuan in annual output value upon full production [3][4] - Ganfeng Lithium has established a complete layout for solid-state batteries, achieving a cycle life of over 800 times for 400Wh/kg batteries and small-scale production of 500Wh/kg products, aiming to promote the commercialization of solid-state batteries [4] - Guangzhou's Industrial and Information Technology Bureau announced a funding reward plan for 2025, with a total of 27.87 million yuan awarded to projects focused on the cascade utilization and recycling of used power batteries [6] Group 2: Material Innovations - Enjie Co., Ltd. has achieved a production capacity of lithium sulfide at the hundred-ton level, with a purity of 99.9%, ensuring high activity and improved sintering quality for solid-state electrolytes [8] Group 3: International Developments - Mercedes-Benz announced plans to produce a new pure electric long-wheelbase CLA model and a luxury pure electric MPV in China starting in 2025 [10]

| 会议预告 | | | --- | --- | | | 2025 （第四届）高工储能产业峰会 ——商业裂变 破局重构 | | 主办单位： | 高工储能、高工产业研究院(GGII) | | 峰会时间： | 2025年7月1-2日 | | 峰会地点： | 浙江杭州·滨江开元名都大酒店 | | | 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： | 中国 成都 邛崃 | 从电芯结构创新到装备效率革命，从材料工艺突破到物流体系重构，这场技术对话揭示出：圆柱电池的"新拐点"不仅是尺寸升级的量变，更是从制造逻 辑到应用场景的全维度质变。 在 2025 （第十八届 ）高工锂电产业峰会 以 "圆柱电池新拐点" 为主题的电池应用专场二中， 力华电源、逸飞激光、先导智能、华视集团、创盛股 份、阿帕奇 等企业就圆柱电池的全产业链解决方案展开相关主题演讲。 力华电源以"真无极耳"结构破解大圆柱电芯热、力、电三角难题，通过全通 ...

当平面红外干燥技术将烘箱长度缩短30%、压熔焊实现1秒极耳成形、锰基材料通过复合技术配套超20万辆新能源车，这些来自生产一线的创新正构 筑起全场景应用的技术基石。 "全场景共振" 对锂电技术提出的全新挑战 锂电行业正站在全场景需求爆发与技术迭代的历史交汇点。 当电动重卡穿梭于干线物流，两轮车驰骋在城市街巷，固态电池叩响下一代技术大门，锂电池的应用边界正以超乎想象的速度拓展。 2025年，电动重卡月均渗透率已超20%，换电模式在干线物流中占据35%的市场份额，而小动力场景下锰基材料的应用规模突破千万组 —— 这些数 据背后，是 "全场景共振" 对锂电技术提出的全新挑战。 在制造端，传统工艺的效率天花板日益凸显。 长达百米的热风烘箱、耗时数小时的干燥流程、占电池生产15%能耗的烘烤环节，正成为行业降本增效 的 "拦路虎"；极耳焊接的多道工序、动辄数十秒的操作时间，也让快充电池的量产面临工艺瓶颈。 雷索新材料宋琪博士在演讲中指出，传统干燥技术每小时消耗百万大卡能源，潜在碳税成本近6亿美元，这种 "高耗能、低效率" 的模式已难以匹配全 场景应用的爆发式需求。 与此同时，场景分化催生出技术路线的多元化。 干线物流中，5 ...

Core Insights - The lithium battery industry is at a critical juncture, with opportunities for value transformation driven by global market expansion and technological innovation [2][3][19] - The Chinese lithium battery supply chain is rapidly expanding its overseas presence, with battery production capacity expected to reach 300GWh by 2030, a nearly 20-fold increase from 2024 [2][15] - The next wave of value chain evolution will be propelled by breakthroughs in advanced technologies, particularly solid-state batteries and artificial intelligence [5][16] Horizontal Market Expansion - The lithium battery sector is experiencing significant cost structure improvements due to advancements in manufacturing processes and efficiency [2] - Applications of lithium batteries are extending beyond passenger vehicles to commercial vehicles, drones, humanoid robots, construction machinery, and electric ships [2][19] - By 2030, the demand from emerging markets such as eVTOL aircraft, robots, and electric ships is projected to contribute significantly to the growth of the lithium battery market [15] Vertical Technological Innovation - Long-term commitment to research and development is essential for successfully tapping into new markets [3] - The industry is witnessing a shift towards higher standards and shorter delivery cycles for materials and equipment suppliers due to intense market competition [5] - Solid-state batteries and AI are identified as key drivers for the next technological leap in the industry [5][16] Industry Dynamics and Trends - The lithium battery market is expected to see increased concentration, with the CR5 and CR10 ratios rising [16] - The price of lithium battery materials is anticipated to recover from current lows, with leading companies maintaining high capacity utilization rates [16] - The complete lithium battery supply chain in Jintan, Jiangsu, boasts a 97% completeness rate, supporting a robust ecosystem for electric vehicle production [13] Future Outlook - By 2030, the global demand for power batteries is projected to exceed 3TWh, with significant growth in commercial vehicles and other specialized markets [19] - The Chinese automotive and battery industries are expected to expand their overseas production capabilities significantly, with a target of over 600,000 electric vehicles produced abroad by 2030 [15] - The solid-state battery technology is set to advance rapidly, with companies exploring various electrolyte and electrode materials to enhance performance [24][25]

Group 1 - The Democratic Republic of the Congo (DRC) has extended its temporary export ban on cobalt raw materials by three months, raising concerns about global supply shortages and significantly increasing prices [1][2] - The ban, initially set for four months, will now last for seven months, aiming to stabilize prices above 200,000 RMB per ton, a target that has already been achieved [2] - The DRC accounts for over 70% of global cobalt production, and the extended export ban is expected to impact over 100,000 metric tons of cobalt supply this year [2][3] Group 2 - Chinese buyers will face a period of accelerated consumption of existing inventory until the first batch of cobalt raw materials arrives, which is expected no earlier than late December [3] - Current assessments indicate that China's cobalt inventory can sustain consumption for about four months, while other supply sources are insufficient to fill the gap [3] - The demand for cobalt will be a critical factor influencing future price trends, especially as the penetration rate of cobalt-free lithium iron phosphate batteries exceeds 80% in the power battery sector [3][4] Group 3 - As the September deadline approaches, market focus is shifting to the DRC's next policy steps, with uncertainty surrounding potential extensions of the ban or the introduction of a quota management system [4] - Concerns exist that an unfair or poorly enforced quota system could lead to hoarding and large-scale arbitrage, potentially driving cobalt prices to new highs [4]

Core Viewpoint - The safety capabilities of battery systems are increasingly influencing market choices, as demonstrated by the resilience of the Xiaopeng G6 electric vehicle under extreme conditions [1][4]. Group 1: Incident Analysis - During a conflict on June 19, a missile engine fell and struck a Xiaopeng G6, causing significant damage to the vehicle's front but no fire or explosion occurred [2]. - The battery supplied by Zhongchuang Innovation demonstrated exceptional structural stability and thermal safety, marking a historical achievement of surviving a direct missile hit without triggering a safety incident [2][3]. Group 2: Safety Standards and Innovations - The new national standard GB38031-2025 mandates that electric vehicle batteries must not catch fire or explode, with Zhongchuang Innovation being a key contributor to this standard and the first to achieve certification [3][4]. - Zhongchuang Innovation's battery safety technology has evolved since 2020, introducing the TPP thermal runaway management system, which effectively isolates and prevents the spread of thermal runaway incidents [3]. Group 3: Manufacturing and Quality Control - The company employs an AI-driven big data quality platform to enhance manufacturing precision, achieving a 50% increase in detection accuracy and a 30% improvement in core process efficiency [3]. - This approach ensures high consistency in battery safety performance across the production lifecycle [3]. Group 4: Market Impact and Recognition - Zhongchuang Innovation's batteries are selected by multiple automotive manufacturers, including Xiaopeng, Changan, and Toyota, and have passed rigorous extreme validation tests [4][5]. - The company has received various awards from automotive partners, highlighting its commitment to safety and performance in battery technology [5].

Group 1: Industry Events - The 2025 (4th) High-Performance Energy Storage Industry Summit will be held on July 1-2, 2025, in Hangzhou, Zhejiang, focusing on commercial transformation and restructuring [1] - The 2025 High-Performance New Energy Materials Industry Conference is scheduled for July 8-9, 2025, in Qionglai, Chengdu, emphasizing new materials and new ecosystems [1] Group 2: Company Developments - HeYuan Lithium Innovation has recently delivered high-performance solid-state batteries for drones, focusing on solid-state lithium-ion battery products since its establishment in January 2023 [2] - Zhuhai Guanyu has been designated as a supplier for Dongfeng Nissan, tasked with developing and supplying low-voltage lithium batteries for vehicles [3][4] - Funeng Technology plans to deliver 60Ah sulfide all-solid-state batteries in small batches to strategic partners by the end of 2025, with an energy density of 400Wh/kg to 500Wh/kg [6] - Yunnan Transportation Group and CATL have initiated a cross-border battery swap line between Panzhihua and Mohan, achieving rapid battery swaps in 3 to 5 minutes and reducing transportation costs by over 20% compared to traditional fuel vehicles [8] Group 3: Material Developments - Youyan New Materials announced plans to sell its lithium battery materials business, with a minimum listing price of 109.5 million yuan, focusing on sulfide solid electrolyte raw materials [10] - Meilian New Materials has small batch orders for semi-solid battery separators and is developing solid-state battery-related businesses, with current revenue contribution being relatively small [11]

Core Viewpoint - The battery industry is transitioning into a multi-core era, focusing on user needs and enabling customization across various applications, including electric vehicles, buses, trucks, aircraft, and ships [1][2]. Group 1: Technological Diversity - The multi-core era represents the lithium battery industry's shift towards a diversified technological approach, with companies exploring multiple pathways such as sodium-ion and solid-state batteries [2][5]. - Recent innovations include CATL's sodium new battery and high-safety solid-state batteries with energy densities reaching 300Wh/kg, showcasing China's leading position in the lithium battery sector [5]. - Key performance indicators highlight China's advantages, with mass-produced battery systems achieving energy densities of 212Wh/kg and a cycle life exceeding 18,000 times [5][6]. Group 2: Application Diversity - The evolution towards multi-core technology reflects a deep resonance between technological supply and diverse application demands, with projections indicating that by 2030, China's new energy vehicle sales will reach 22 million units and lithium battery sales approximately 1,900GWh [7][8]. - The market is witnessing structural differentiation driven by high-voltage fast-charging technologies, leading to increased adoption of lithium iron phosphate batteries in mid-to-high-end vehicles [7]. - Emerging applications are experiencing breakthroughs, including eVTOL aircraft nearing certification, increased electrification in construction machinery, and advancements in battery technology for electric ships [8]. Group 3: Regional Diversity - The competition in the multi-core era has expanded globally, with companies like CATL and BYD accelerating overseas capacity expansion through local production bases in Hungary, Spain, and Thailand [9][10]. - China's global expansion strategy is characterized by clear planning, with expectations that by 2030, the overseas market share in key materials will continue to rise [10]. - The industry's globalization is complemented by a focus on technology output and standard-setting, with Chinese technologies being integrated into international automotive plans [10].