会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 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 第二步： 请务必提前准备好名片、参会信息，将签到页面出示给签到处工作人员 6月25-26日， 由高工锂电、高工产业研究院（GGII）主办的 第十八届高工锂电产业峰会 将在金坛万豪酒店举行。峰 会主题为 " 产业链格局重整 全场景应用共振 " ，锂电产业上下游企业领袖、高层齐聚，共商新周期下锂电产业新格 局、新机遇。 本次峰会共设五大专场 ，分别为 ： 【 开幕式 专场】 多元融合发展 驱动产业升级 、 【电池应用专场一 】 全场景共 振下的电池需求 、 【电池应用专场二】 圆柱电池新拐点 、 【新材料技术专场】 打破技术边界 、 【闭幕式专场】 产 业链重 整 新隘口攻坚 ，以及一场 【 红运机械】 新品 ...

Core Viewpoint - The article emphasizes the significance of solid-state battery equipment in the lithium battery industry, highlighting the technological advancements and market opportunities that companies like HaiMuxing are capitalizing on as the industry transitions towards large-scale production of solid-state batteries by 2025 [1][2]. Group 1: Industry Events - The 18th High-Performance Lithium Battery Industry Summit will be held on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [1][3]. - The 2025 High-Performance New Energy Materials Industry Conference will also take place, emphasizing new materials and new dynamics [1]. Group 2: Market Trends and Projections - According to GGII, the production capacity of solid-state batteries has exceeded 50 GWh in the first four months of 2025, with total planned capacity surpassing 450 GWh and actual production capacity exceeding 25 GWh [2]. - GGII predicts that by 2030, the market impact of solid-state batteries on the equipment market will exceed 10 billion yuan, indicating a significant market opportunity [2]. Group 3: Company Developments - HaiMuxing has established itself as a leading supplier of solid-state battery equipment, being the first to commercialize lithium metal high-energy density solid-state battery production lines [5]. - In 2024, HaiMuxing signed a 400 million yuan contract for a 2 GWh automated production line, marking the industry's first full solid-state battery equipment mass production project [5]. - The company has also delivered trial production line equipment for sulfide solid-state batteries to a globally leading new energy technology company, showcasing its technological capabilities [5]. Group 4: Technological Innovations - HaiMuxing's production line for cylindrical batteries achieves a single station efficiency of ≥150 PPM and a line efficiency of 300 PPM, with laser flight trajectory precision controlled within ±0.1 mm [6]. - The company offers a comprehensive solution for lithium battery production, including equipment for coating, cleaning, and module packing, demonstrating its capability for complete line delivery [6]. - HaiMuxing has built a global business network and has successfully secured projects with leading overseas automotive companies and energy storage orders in North America, positioning itself among the top tier of overseas lithium battery equipment suppliers [6].

Core Viewpoint - The article discusses the advancements and strategic developments in the eVTOL (electric Vertical Take-Off and Landing) industry, particularly focusing on the VE25-100 model being developed by the company, highlighting its technical specifications, market positioning, and the importance of battery technology for its success [1][2][4]. Group 1: Company Developments - The company is developing a 2.5-ton, 6-seat all-electric piloted eVTOL, which is one of the four eVTOL models in China that have received type certificate applications [2]. - The VE25-100 eVTOL features a composite wing design, achieving a cruising speed of 235 km/h, with a takeoff weight of 2.5 tons, capable of carrying one pilot and five passengers [2]. - The company aims to complete the type certification for the VE25-100 by 2026 and plans to achieve an annual production capacity of 300 units after reaching full capacity at its Ziguo base [2]. Group 2: Technical Specifications and Safety - The VE25-100 is designed with a three-redundancy fly-by-wire control system and a distributed power architecture to ensure safe operation under extreme weather or component failure [2]. - The eVTOL has a range of 200-400 kilometers, catering to urban commuting and short-distance travel needs, and operates with low noise levels below 65 decibels, achieving zero emissions [2]. - The company emphasizes the importance of battery technology, noting current energy densities of 270-320 Wh/kg are insufficient for longer ranges, and sets performance targets for future batteries at 400-500 Wh/kg [4]. Group 3: Industry Collaboration and Future Outlook - The company calls for collaboration between battery manufacturers and aircraft manufacturers to develop batteries that meet the "high energy density + high safety + low cost" criteria [4]. - The upcoming conference will feature insights from industry leaders, including a presentation by the chief engineer of the company's power energy system, focusing on eVTOL enterprise layout and battery selection needs [1][4].

Core Viewpoint - The solid-state battery industry is undergoing a transformation, with companies that possess platform capabilities emerging as key players, reshaping the competitive landscape [2][10]. Group 1: Industry Trends - The industrialization of solid-state batteries is accelerating, with semi-solid batteries starting to ship for energy storage and all-solid-state batteries entering critical engineering validation stages [2]. - The competition is shifting from single material or equipment supply to companies that can integrate diverse materials and equipment, indicating a new competitive logic in the industry [2][10]. Group 2: Company Developments - Huasheng Lithium Battery exemplifies horizontal material platforming, expanding from electrolyte additives to multiple core areas of solid-state batteries, including a recent strategic partnership with Jiangsu Hengli Technology for single-walled carbon nanotube development [2][5]. - Huasheng Lithium Battery has achieved a technological breakthrough in lithium sulfide, producing 99.99% purity lithium sulfide using a liquid-phase method, which is superior in cost and conductivity compared to solid-phase methods [3]. - Puli Technology represents a vertical integration strategy, with its subsidiary Jiatuo Intelligent securing over 200 million RMB in orders for solid-state battery-related equipment, covering various manufacturing processes [7][8]. Group 3: Material Innovations - Huasheng Lithium Battery is diversifying its negative electrode materials through collaborations and investments, including a partnership with Wuhan University for silicon-carbon anode materials and a 40 million RMB investment in Pushi Da to enhance porous carbon development [5]. - Puli Technology's subsidiary Zicheng Technology has initiated trial production of silicon-carbon anodes with a planned capacity of 12,000 tons, achieving a specific capacity exceeding 2200 mAh/g and a cycle life of over 1200 cycles [8]. Group 4: Systematic Approach - The solid-state battery industry requires a comprehensive system engineering approach, moving away from the outdated model of segregated development of materials and equipment [9][10]. - The consensus from the first solid-state battery summit emphasizes the necessity for deep collaborative innovation between key materials and process equipment to drive industry development [10].

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 ...

● 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，低谷时注入信 心，疯狂时给予警醒。15年来，高工锂电是中国动力电池产业成长的见证者和记录者。 ● 2025年，高工锂电成立15周年，站在时代的转折点上，我们特别策划了主题为"激荡15 年 瞭望新征程"的系列活动，回望15年发展的得与失，瞭望新15年的机会与挑战，并将实 地调研走访置身其中的超100家产业链代表企业，与他们对话、畅谈，记录产业转折点上的 行业与企业印记。 ● 活动时间 ...

Industry Overview - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain [3] - The synergy between power and energy storage industries is expected to drive large-scale development of new energy manufacturing, with a focus on regional energy transition and carbon neutrality [3] - Structural adjustments in the lithium battery industry chain are underway, with core material prices rebounding and cell prices stabilizing, leading to a competitive reshuffle among enterprises [3] New Materials and Technologies - The application of new materials and processes is accelerating, with differentiated performance in power and energy storage batteries becoming more pronounced [3] - The development of new battery systems is being propelled by AI4S, which is facilitating the exploration of new materials such as composite electrolytes and silicon-based anodes [3] Regional Development - Changzhou is positioned to become a leading base for the global new energy industry, leveraging its strong foundation and significant growth potential in the sector [4] Summit Highlights - The summit will gather over 300 influential companies and 500 industry leaders for technical exchanges and new product showcases [6] - The agenda includes keynotes from industry leaders and discussions on the latest trends and technologies in the lithium battery sector [7][8]

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 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 ◆ 电池 ◆ 四川广安绿健芯时代锂电池项目 01 一期试产 03 中创新航 高性能锂电池项目在常州开工 6月18日，中创新航高性能锂电池项目在常州开工。常州市委书记王剑锋、市长周伟及中创新航董 事长刘静瑜出席活动。 ◆ 材料 ◆ 01 宁德时代与天齐锂业 合资成立新公司 日前， 绿健芯时代科技有限公司位于四川广安经开区的一期项目已实现试生产，预计年底实现约 1.5亿元产值。该项目总投资10亿元，分三期建设，现有厂房约12,000平米，日产200万只锂离 子电池。 02 比亚迪 一项专利公布 6月16日，比亚迪公布一项名为"无线充电系统、方法、车辆及可读存储介质"的专利。该技术通 过高度集成的能量转换电路， ...

会议预告 第十八届高工锂电产业峰会 主办单位： 高工锂电、高工产业研究院（GGII） 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 6月25-26日 ， 第十八届高工锂电产业峰会 将在 常州金坛万豪酒店 举办。 蜂巢能源董事长兼 CEO杨红新 将出席并作主题演讲。 ——产业链格局重整 全场景应用共振 堡垒越野电池 采用双层堡垒防护架构，以1000J底部抗冲击能力（超国标6倍）、 30000Nm/deg扭转刚度（行业均值3倍）构建起"0热蔓延"安全体系，更通过13.6C超高倍率放 电（行业均值2倍）实现瞬时峰值扭矩输出。 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 该电池首次将动力电池安全标准与越野场景深度耦合，已搭载于坦克300/400/500/700、哈弗 大狗等车型，在全球数十个国家完成上市，装机量稳居越野动力赛道全球首位。 上述突破均依托蜂巢能源第三代短刀叠片技术体系。 针对下一代电池 技 术 ，蜂巢能源 ...

Core Viewpoint - The article highlights the recent developments and strategic initiatives of Tianqi Materials in the lithium battery materials sector, emphasizing its investment in Morocco and expansion of LiFSI production capacity to meet growing market demands [3][5][7]. Group 1: Investment and Expansion - Tianqi Materials signed an investment agreement with the Moroccan government to build a comprehensive base for producing 150,000 tons of electrolyte and key raw materials annually, with a total investment of approximately 2.8 billion USD [3]. - The project is strategically located in the Jorf Lasfar industrial park, benefiting from Morocco's abundant phosphate resources, which account for 71% of global reserves [3]. - The company plans to invest over 260 million CNY to expand its LiFSI production capacity from 20,000 tons to 40,000 tons annually, responding to the increasing demand for this key electrolyte component [3][5]. Group 2: Market Trends and Product Development - The proportion of LiFSI used in domestic battery manufacturers' formulations has increased, with some companies using 3%-6% in high-performance applications [4]. - Tianqi Materials is positioned as the market leader in LiFSI, with its expansion aimed at meeting the rising demand from fast-charging and high-capacity battery technologies [5]. - The company has developed a 5V electrolyte that enhances battery performance, achieving significant improvements in cycle life under both normal and high-temperature conditions [5]. Group 3: Financial Performance - Despite facing downward pressure in the lithium battery materials market, Tianqi Materials reported a revenue of 12.52 billion CNY and a net profit of 480 million CNY for 2024, maintaining a gross margin of 18.9% [6]. - In Q4 2024, the company achieved a revenue of 3.66 billion CNY and a net profit of 150 million CNY, with a gross margin increase to 19.9% [6]. Group 4: Industry Insights and Future Outlook - The chairman of Tianqi Materials, Xu Jinfeng, emphasized the importance of technological innovation and quality improvement over price competition in the electrolyte industry [7]. - The company is committed to protecting its intellectual property and has taken legal action against those infringing on its trade secrets [7]. - Xu Jinfeng will share insights on industry trends, challenges, and the future development plans of Tianqi Materials at the upcoming conference [7].