Core Viewpoint - The article emphasizes the significant advancements made by Shangshui Intelligent in the lithium battery manufacturing sector, particularly in response to the industry's evolving demands for efficiency, quality, and innovation as it transitions into the TWh era [1][2]. Group 1: Industry Trends - By 2025, the Chinese lithium battery industry is expected to enter a new high-quality development cycle following a deep restructuring [2]. - In the first three quarters, the total shipment of lithium batteries in China exceeded 1.2 TWh, marking a year-on-year increase of 60%, indicating a robust growth momentum driven by dual engines of power and energy storage demand [3]. Group 2: Company Innovations - Shangshui Intelligent launched groundbreaking solutions at the "Leap Forward: Co-creating a New Era of Battery Intelligence Manufacturing" event, including intelligent manufacturing lines for powder new materials and large-capacity electrode manufacturing solutions [1][10]. - The company introduced a fully automated unpacking machine with a dust leakage prevention design, achieving a package emptying rate of ≥99.97% and a small package unpacking efficiency of less than 2 minutes per package [15]. Group 3: Manufacturing Solutions - The new powder new materials intelligent manufacturing line integrates a full-process solution from laboratory to mass production, addressing the challenges of cost control and efficiency in material production [10][12]. - The 6-12 GWh large-capacity electrode manufacturing solution aims to reduce unit capacity investment by 60-70%, labor by 75%, and land area by 70%, while also decreasing process time and overall energy consumption by over 60% [18][20]. Group 4: Future Technologies - Solid-state batteries are anticipated to become the core development direction for next-generation battery technology, with expectations for large-scale application between 2027 and 2030 [23]. - Shangshui Intelligent is focusing on a comprehensive approach to solid-state battery and dry electrode technology, emphasizing the need for full-process validation and mass production adaptability [23][25].

Core Viewpoint - The capital expenditure in the lithium battery sector is increasingly shifting towards overseas markets, particularly North America and Europe, as companies reassess domestic price trends and global demand dynamics [2][4][13]. Group 1: Price Trends and Market Dynamics - Since November, the prices of key electrolyte materials such as lithium hexafluorophosphate and VC have surged, leading to a rebound in the stock prices of related listed companies and a noticeable recovery in industry operating rates [3][5]. - The price of lithium hexafluorophosphate has nearly doubled from its low in July, with some electrolyte additives experiencing cumulative increases of around 70% since mid-year [5][6]. - The current price increases are viewed as a correction from previous excessive declines, with the industry still in a "tight balance" state, making it difficult to support a large-scale domestic capacity expansion cycle [7]. Group 2: Overseas Expansion Initiatives - Major companies are prioritizing overseas expansion, with Tinci Materials restarting its lithium electrolyte project in Texas, which has a total investment of approximately $103 million [8]. - Star源 Materials has launched its lithium battery separator manufacturing base in North Carolina, with a total investment of about HKD 632 million, aimed at serving the North American energy storage and electric vehicle markets [9]. - Guoxuan High-Tech is constructing a 20GWh battery factory in Slovakia, expected to begin trial production in 2026, which is seen as a significant investment in the European battery landscape [11]. Group 3: Strategic Adjustments and Collaborations - The recent equity swap between SK On and EVE United Energy is viewed as a strategic adjustment to enhance operational flexibility and align with global supply chain security concerns [12]. - The combination of rising domestic prices and overseas expansion reflects a strategic balance between local and international market dynamics, allowing companies to secure longer-term contracts and potentially achieve better pricing and valuation premiums [13][14].

Core Insights - The article emphasizes the beginning of a comprehensive electrification effort, highlighting new cycle variables and concentrated industry opportunities [1] Group 1: Electric Vehicle Industry - Xiaopeng Motors is undergoing a full AI transformation, focusing on the integration of AI and battery technology to enhance product design, manufacturing quality, and user experience. The company aims to build a talent foundation by leveraging top experts in electrochemistry and AI for cross-department collaboration [4] - The electrification of heavy-duty trucks and construction machinery is expected to catch up with passenger vehicles in terms of penetration rate as early as next year, driven by rapid cost reductions in the lithium battery supply chain [5] Group 2: New Energy Innovations - The new energy industry is entering a phase characterized by "full-scenario penetration" and "global scaling," shifting the focus from diverse technological exploration to high-quality development that emphasizes efficiency, lifecycle costs, and reliability [8] - Safety in battery technology is paramount, with ongoing efforts to push the safety limits of liquid systems while advancing solid-state battery technologies to ensure comprehensive electrification safety [9] Group 3: Battery Technology Development - Semi-solid and solid-state batteries are expected to coexist for a significant period, with the need to validate solid-state technologies within semi-solid frameworks to facilitate the transition [12] - Current battery technology routes face challenges, such as high costs and performance limitations. A new method using single crystal transition to synthesize manganese dioxide aims to reduce costs and improve performance by addressing the shortcomings of existing methods [13]

T 锂电池智能制造解决方案提供商 总冠名 年会特别赞助 主办单位 协办单位 《》》 G高T锂印 > G高T产研 \族锂申 HAN'S SLE 卡洛维德 激荡十五载 喷望新征程 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 2025.11.18-20 深圳前海华侨城JW万豪酒店 新电池创新与产业 摘要 新电池创新与产业化核心观点集结，趋势与路径集中释放 专场四 11月19日 (会场一) 中科固能 董事长 吴凡博士 降本提量是产业化的第一道门槛。业界 对硫化物材料的要求很高，我们致力于 不断优化现有材料，为客户提供更多的 材料选择。 博路威 董事长 沈宏伟 干法电极与固态电解质要从实验级走向 GWh 级量产，关键不在单机突破，而在能否同时实 现宽幅、高速与厚度、面密度一致性的辊压能 力。X-Roll负责多级连续成膜，S-Roll通过自 动补偿维持线压力稳定，而 BENDCON 则在大 幅宽下实现分区压力精控，使极片压实密度和 厚度均匀性在高速作业中仍可维持。这组能力 共同构成干法与固态制造的真正工程门槛，也 是当前能够替代等静压、支撑规模化固态电解 质成膜的核心基础。 申菱环境 新能源总经理 ...

Core Insights - The global lithium battery equipment industry is experiencing a strong surge in orders, with leading companies expected to sign and hold orders exceeding 30 billion yuan in the first half of 2025, representing a year-on-year growth of 70% to 80% [2] - The current expansion cycle emphasizes high safety, reliability, performance, and value, focusing on three main challenges: balancing scalability and flexibility, managing complexity and yield stability, and enhancing global responsiveness [2] Group 1: Industry Innovations and Trends - The 2025 High-Performance Lithium Battery Annual Conference featured key presentations from various companies, including Guoxuan High-Tech and Gongyuan Sanqian, discussing innovations in intelligent manufacturing and battery technology [1][3] - Guoxuan High-Tech proposed a "Three New" initiative for industry collaboration, focusing on exploring new equipment and technologies for quasi-solid, semi-solid, and solid-state batteries, sharing key processing technologies, and building an ecosystem for industrial AI detection and intelligent scheduling [7] - Gongyuan Sanqian aims to become a provider of advanced industrial X-ray solutions, with their X-ray detection equipment achieving significant speed improvements, reducing detection times for various battery types [12][13] Group 2: Technological Advancements - Jieput's presentation highlighted the application of laser welding process control technology in power batteries, emphasizing a comprehensive control approach throughout the welding process to ensure quality and efficiency [14][16] - Public Laser's COO discussed advancements in high-power fiber green light technology for lithium battery electrode cutting, showcasing its advantages over traditional methods in terms of precision and reduced thermal impact [19][21] - Zhongke Leishun introduced a new generation of lithium battery slurry preparation technology using high-energy ultrasonic cavitation dispersion, which significantly improves slurry stability and reduces contamination [22][25] Group 3: Efficiency and Sustainability - Leisuo New Materials presented their planar infrared drying technology, which offers significant energy savings and efficiency improvements in battery production, achieving a 50% reduction in energy consumption and a 40% increase in speed [28][31] - The company has delivered over 200 sets of planar infrared systems since 2022, demonstrating its commitment to sustainable production practices [32] - Bichu Electronics introduced a comprehensive IWM lithium welding solution that utilizes data-driven closed-loop control to enhance welding reliability and traceability, addressing common quality risks in battery production [33][36]

Core Viewpoint - The small power battery market is experiencing robust growth driven by demand, but it faces challenges such as high cost sensitivity, diverse application scenarios, and increasingly stringent technical standards. The market now requires batteries to meet comprehensive performance criteria, including safety, cost, lifespan, and performance in extreme temperatures. In this context, manganese-based batteries have emerged as a preferred solution due to their excellent low-temperature performance, high volumetric energy density, and precise State of Charge (SOC) calibration capabilities [2]. Group 1 - The company has made significant advancements in manganese-based battery materials, focusing on innovative precursor technologies and applications [4]. - Through continuous foundational research and technological innovation, the company has established a technical barrier centered on manganese-based composite systems and high-temperature solid-phase precursor technology, significantly enhancing the performance of manganese-based batteries [5]. - The company has developed a groundbreaking "three manganese synthesis" technology that overcomes the trade-off between high capacity and long cycle life, resulting in a new lithium manganese oxide cathode material with low packing density and long cycle life advantages [6]. Group 2 - The newly developed single crystal lithium manganese oxide material exhibits a discharge capacity of 115-120 mAh/g and a capacity type of ≥ 125 mAh/g, along with excellent cycle life performance [7]. - In the promising lithium manganese iron phosphate route, the company has innovated a solid-phase synthesis method for manganese iron oxide as a precursor, ensuring uniform distribution of manganese and iron ions at the atomic level, leading to high conductivity and stable voltage platforms [8]. - The revolutionary "preparation technology" optimizes the grinding process of manganese iron oxide precursors, reducing subsequent grinding time by 50% and directly enhancing production capacity by over 50% [8]. Group 3 - The company is committed to a dual-driven product matrix strategy, focusing on "manganese oxide materials" and "phosphate materials," to comprehensively cover mainstream cathode material technologies [9]. - Leveraging unique industry chain synergy capabilities, the company efficiently promotes the transition from laboratory technology to scalable and stable market products, achieving seamless integration from technology to market [9].

Core Viewpoint - The solid-state battery industry is poised for significant growth, with a projected capacity of 600 GWh by 2035, but faces challenges in cost reduction and market acceptance [3][4][7]. Group 1: Market Potential and Challenges - The solid-state battery market is expected to reach a capacity of 600 GWh by 2035, with a penetration rate of 5%-10% [7]. - The transition from semi-solid to all-solid batteries is seen as a pragmatic approach to address economic viability [6][7]. - The cost of sulfide electrolytes must decrease for solid-state batteries to compete effectively in the market [5][6]. Group 2: Technological Developments - Key technological advancements include the revival of soft-pack structures, dry electrode technology, and isostatic pressing upgrades, which are now essential for production lines [6][19]. - The solid-state battery production process is undergoing a complete overhaul, with new equipment accounting for 20% of the investment and upgrades to existing lines making up 30% [19][24]. - The industry is moving towards a more collaborative approach, with increased communication among various stakeholders to tackle engineering challenges [9][25]. Group 3: Material Innovations - Three critical material directions for solid-state batteries are identified: lithium-rich manganese-based, high-nickel ternary, and high-performance carbon nanotube conductive agents [8]. - The use of lithium metal as an anode is considered a key to achieving energy densities above 500 Wh/kg [33][35]. - The development of MOF materials is gaining traction, with potential applications in enhancing battery performance [37][38]. Group 4: Industry Trends and Future Outlook - The solid-state battery industry is expected to see significant policy support and investment, with a focus on safety and energy density [42][44]. - Companies are adopting a phased approach to market entry, starting with non-automotive applications before moving to automotive sectors [27][42]. - The solid-state battery's high safety and energy density make it suitable for various applications, including eVTOL and commercial vehicles [41][43].

Core Insights - The lithium battery industry has transitioned from an early "frenzy" phase to a more mature stage, emphasizing collaboration and global respect [4] - The industry leaders stress the importance of long-term commitment and excellence in technology to lead the global market [6] - A call for a shift from short-term speculation to high-quality, high-value, and innovative development is highlighted as essential for future success [7] Industry Development - The event celebrated the achievements of the lithium battery industry over the past 15 years, recognizing its growth and global competitiveness [9][11] - The future 15 years are seen as a critical phase for high-quality innovation and development in the lithium battery sector [11] Awards and Recognition - The "2025 High工锂电 Fifteen Anniversary Award" and "2025 High工金球 Award" were presented to recognize outstanding contributions and breakthroughs in the industry [13] - Notable companies and individuals were acknowledged for their roles in advancing technology, market presence, and innovative business models [14][16][18][19][20][21][22][23][27][28][29][30][31][32][33][34]

Core Insights - The article discusses the advancements and trends in the lithium battery industry, highlighting the significant reduction in unit costs due to technological innovations and increased production efficiency [3][4][5]. Group 1: Industry Growth and Production Capacity - By 2025, the shipment of power batteries is expected to exceed 1 TWh for the first time, with a projected growth of nearly three times over the next decade [3]. - The lithium battery industry is anticipated to enter a "third round" of capacity expansion, with over 700 GWh of new effective capacity expected to be added in 2026 [3]. - Domestic equipment efficiency is improving, allowing for stable delivery of lithium batteries, with leading battery companies currently operating at full capacity and some orders extending into the next year [4]. Group 2: Cost Reduction and Efficiency - The enhancement of production efficiency and cycle times has led to significant cost reductions by minimizing material and component waste while spreading fixed costs [5]. - The industry faces ongoing challenges to improve efficiency and reduce costs as diverse battery technologies continue to be introduced [6]. Group 3: Technological Innovations - EK's marketing director presented solutions focused on high efficiency, zero carbon, and intelligent control systems, emphasizing the importance of integrated systems for energy optimization [11][12]. - Magnetic levitation conveyor technology was introduced, offering advantages such as high speed (up to 5 m/s), low maintenance costs, and adaptability to complex production scenarios [17][18]. - Laser application technology has evolved to meet the demands of lithium battery production, achieving high speeds and consistency in various processes [21][22]. Group 4: Environmental and Energy Efficiency Solutions - The introduction of energy-efficient dehumidification systems for solid-state batteries aims to significantly reduce energy consumption, with innovations achieving a 50% reduction in energy use compared to traditional systems [25][26]. - The use of graphene-based infrared heating modules can lead to over 40% energy savings and a 30% increase in drying speed during the coating process [30][31]. Group 5: Automation and Smart Manufacturing - The integration of machine vision technology in lithium battery production aims to enhance quality, efficiency, and cost-effectiveness, with significant improvements in defect detection and operational efficiency [34][36].

Core Insights - The 2025 (15th) High-Performance Lithium Battery Annual Conference highlighted the importance of new battery technology commercialization as a key factor in determining the industry's upward expectations [2] - Industry leaders emphasized the need to bridge the gap between laboratory innovations and mass production capabilities, focusing on practical breakthroughs in battery structure, process compatibility, environmental constraints, cost control, and safety compliance [2] Group 1: New Battery Technologies - Sulfide all-solid-state batteries have shown potential in military and aviation applications, but face challenges in market demand and application scenarios [3] - Zhongke Gonen has developed a new boron-catalyzed synthesis method for sulfide electrolytes, achieving high ionic conductivity and improved air stability [5] - The company has also designed a novel sulfide electrolyte structure with excellent water and oxygen stability, significantly reducing harmful gas emissions [5] Group 2: Manufacturing Innovations - Bolewei has established a comprehensive equipment system for dry electrode production, emphasizing the importance of consistent density and thickness in large-scale manufacturing [9][10] - The company has developed multiple roller pressing technologies to enhance the efficiency and quality of solid-state electrolyte film production [8][10] Group 3: Environmental Control in Battery Production - The energy consumption of environmental control in battery manufacturing is significant, accounting for 43% of total energy use, prompting the need for energy-efficient solutions [11] - Industrial high-temperature heat pump technology is being explored as a viable path to achieve zero-carbon heating in industrial processes [11][12] Group 4: Safety and Compliance - The production of sulfide solid-state batteries requires stringent environmental controls to manage H₂S emissions, with new solutions being developed to ensure compliance with safety standards [16][17] - The industry is moving towards verifiable processes and monitoring systems to replace traditional management practices in dust and gas safety [17] Group 5: Material Innovations - Keleiming has improved the shear strength and thermal stability of its HSI insulation materials, meeting new national standards and enhancing battery safety [20] - The company has successfully implemented a printing technology that significantly improves the performance and production efficiency of battery components [21]