Core Viewpoint - The global competition in the power battery market is intensifying as Chinese battery manufacturers, particularly CATL, gain market share over their South Korean counterparts, driven by the rapid adoption of lithium iron phosphate (LFP) batteries and strategic adjustments by companies like LG Energy Solution (LGES) and Samsung SDI [1][2][9] Group 1: Market Dynamics - In 2024, CATL surpassed LGES in overseas market share for the first time, with CATL's battery installation volume reaching 96.8 GWh compared to LGES's 87.9 GWh, marking a significant shift in the competitive landscape [2] - Major South Korean battery manufacturers, including LGES, Panasonic, and Samsung SDI, experienced slower growth rates in battery installation volumes compared to the industry average, with some reporting declines exceeding 10% [2][9] - The financial performance of these South Korean firms reflected this market shift, as they reported losses attributed to the rapid penetration of LFP batteries and slow adaptation to changing market demands [2] Group 2: Strategic Adjustments - LGES is accelerating its transition to LFP battery production, repurposing existing facilities in Michigan for LFP production and planning to convert some of its NCM battery lines in Tennessee and Ohio [4] - LGES secured a significant contract with Renault's Ampere to supply approximately 39 GWh of LFP batteries from 2025 to 2030, marking a strategic entry into the European market [4] - Samsung SDI is also adapting by introducing LFP production lines in its Indiana facility, aligning with General Motors' shift towards LFP batteries for most of its upcoming electric vehicle models [5] Group 3: Technological Innovations - LGES announced a collaboration with General Motors to develop a new type of lithium manganese iron phosphate (LMFP) battery, which offers over 30% higher energy density than current LFP batteries while maintaining similar costs [5] - Samsung SDI has initiated mass production of the 46 series cylindrical batteries, with plans to expand into the electric vehicle market, while Panasonic is preparing for mass production of its 4680 battery [7] Group 4: Patent Strategies - A patent battle is emerging as LGES and Panasonic established a patent pool named "Tulip Innovation" to protect their intellectual property, which includes over 5,000 patents [8] - The patent pool has already taken legal action against Chinese battery companies for alleged patent infringements, highlighting the importance of intellectual property in the competitive landscape [8][9] Group 5: Future Outlook - The competition in the global power battery market is becoming increasingly multifaceted, with key variables such as LFP technology, cylindrical batteries, and patent litigation shaping the industry's future [9]

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 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 会议预告 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 远景动力 4680大圆柱电池供货宝马 远景动力46系大圆柱电池产品在无锡江阴超级工厂下线，首批已运往美国，供货宝马全球电动平 台车型。该电池作为宝马集团新世代车型核心动力来源，将由远景动力全球供应链体系持续供货。 为满足更大规模交付需求，更高生产效率的产线正在远景动力沧州超级工厂加速部署，计划于今年 下半年量产。 02 亿纬锂能 注销一家子公司 6月16日，亿纬锂能发布公告称，公司召开第六届董事会第五十四次会议，审议通过注销惠州亿纬 锂能股份有限公司北京科技分公司，并授权管理层办理相关事宜。 ◆ 电池 ◆ 01 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 湖南久森 半固态金属锂负极电池即将量产 04 赣锋锂业 聚焦资源再生在沪成立新公司 6月16日 ...

Core Viewpoint - The article discusses the upcoming 18th High-tech Lithium Battery Industry Summit, focusing on the restructuring of the industry chain and the resonance of all-scenario applications in the lithium battery sector. Group 1: Industry Trends - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain, with growth driven by sectors such as power markets, shipping, commercial vehicles, humanoid robots, and eVTOL [2]. - The synergy between the power and energy storage industries is expected to drive large-scale development of new energy manufacturing centered around power batteries, while energy storage is crucial for regional energy transformation and achieving carbon neutrality [2]. - The lithium battery industry chain is undergoing structural adjustments, with core material prices rebounding, cell prices stabilizing, and a simultaneous process of capacity clearance and enterprise elimination [2]. Group 2: Technological Advancements - New materials and processes are being rapidly applied, leading to further differentiation in power and energy storage batteries, with performance improvements driving the accelerated application of new materials [2]. - AI4S is promoting the development of new battery materials and systems, indicating a shift towards innovative battery technologies [2]. Group 3: Event Highlights - The summit will gather over 300 influential companies from various segments and more than 1,000 executives from the lithium battery supply chain for technical exchanges and new product showcases [5]. - The event will feature a comprehensive agenda, including keynote speeches, product launches, and discussions on the latest trends and technologies in the lithium battery industry [6][7]. Group 4: Regional Development - Changzhou is positioned to become a leading base in the global new energy industry, leveraging its strong foundation and significant development potential in the new energy sector [3].

Core Viewpoint - The rapid development of the drone industry, particularly in logistics, is significantly driven by advancements in high energy density battery technologies, which are essential for meeting the demands of long endurance and high reliability in commercial applications [1][7]. Industry Overview - The Chinese industrial drone market is the largest segment in the drone industry, with a market size exceeding 120 billion RMB in 2024 [1]. - Logistics drones are experiencing an annual growth rate of over 30%, making them the fastest-growing segment within the drone industry [2]. Technological Advancements - The development of logistics drones is accelerating due to policy support and advancements in 5G technology, which reduces transmission latency to under 20 milliseconds, facilitating large-scale commercialization [3]. - The demand for high energy density batteries is being catalyzed by the clear operational needs in the drone sector, as evidenced by the extensive commercial practices in cities like Shenzhen, which has opened nearly 300 drone routes and completed over 1.7 million cargo flights [7]. Market Dynamics - The commercial drone market prioritizes endurance and cycle life as core metrics, with battery packs representing only 2%-3% of the total cost of small drones. Operators are willing to pay a premium of 20%-30% for performance improvements [7]. - The anticipated commercialization of high energy density technologies in low-altitude flight is being accelerated by positive market responses, with several battery manufacturers receiving bulk orders from drone manufacturers [8]. Competitive Landscape - Companies like Factorial and Amprius are supplying solid-state and silicon anode batteries for drones, while domestic firms such as Weilan New Energy and Jinlongyu Group are also making significant strides in battery production [8][9]. - Despite the current cost of solid-state batteries being approximately 1.5 times that of liquid lithium batteries, it is projected that this gap will narrow to between 1.2 and 1.5 times by the end of 2026, making it a more acceptable premium for high-performance commercial drones [9]. Upcoming 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 applications across various scenarios [9].

Group 1 - The 18th High-tech Lithium Battery Industry Summit focuses on the restructuring of the industry chain and the resonance of full-scene applications [1] - The 2025 High-tech New Energy Materials Industry Conference will emphasize new materials, new momentum, and new ecology [1] - The events are organized by High-tech Lithium Battery and High-tech Industry Research Institute (GGII) [1] Group 2 - The conferences are scheduled for July 8-9, 2025, in Qionglai, Chengdu, and June 25-26, 2025, at the Marriott Hotel in Jintan, Changzhou [1] - The title sponsor for the events is Yinglian Recycled Composite Fluid [1]

Core Viewpoint - The lithium battery new materials industry is entering a high-speed development phase, with significant growth expected in the lithium battery capacity demand and new materials market by 2030 [1][2]. Group 1: Industry Trends - The demand for lithium batteries is projected to reach 7 TWh globally by 2030, indicating a continuous growth in the lithium new materials market [1]. - The market for high-performance batteries, such as fast-charging technologies, is accelerating, with innovations in materials like lithium iron manganese phosphate and silicon-based anodes becoming crucial for cost reduction and efficiency improvement [1][2]. - AI is becoming a core engine for breakthroughs in next-generation battery technologies, with companies like CATL and Guoxuan High-Tech integrating AI into various stages of battery lifecycle management [1]. Group 2: Equipment and Material Innovations - Equipment manufacturers are focusing on innovations to enhance material processing precision, develop solid-state battery-specific equipment, and upgrade automation across the production process [2]. - The solid-state battery sector is entering a critical phase for cost reduction, with current costs for sulfide solid-state batteries ranging from 3.7 to 6.5 yuan/Wh and polymer composite electrolytes between 2 to 3.5 yuan/Wh [2]. Group 3: Conference Highlights - The conference will gather over 100 leading companies from various segments of the lithium battery supply chain, facilitating technical exchanges and new product showcases [3]. - Key topics will include the transformation of battery materials under diverse demands, the industrialization of composite materials, and the competitive landscape for lithium battery companies [4][6]. Group 4: Event Schedule - The event will feature a series of discussions on new material applications, market trends, and technological advancements in lithium battery materials, with a focus on collaborative efforts across the supply chain [4][6].

Core Viewpoint - The article discusses the rapid advancements and strategic partnerships in the cylindrical battery sector, particularly focusing on the collaborations between major automotive and battery companies, highlighting the significance of large cylindrical batteries in the electric vehicle market. Group 1: Industry Developments - LG Energy Solution signed a six-year electric vehicle battery supply agreement with Chery's subsidiary, O&J Automotive Netherlands, for a total scale of 8GWh, expected to meet the demand for approximately 120,000 electric vehicles [2] - Chery's "Kunpeng Battery" brand showcases its deep layout in large cylindrical battery technology, with the 46110 model achieving an energy density exceeding 300Wh/kg [5] - NIO is collaborating with McLaren's Forseven to restart the development of the 46105 large cylindrical battery and 120-degree battery pack, with production planned by EVE Energy or Foxconn [3][7] Group 2: Technological Innovations - Chery's battery system has improved vehicle range to over 700 kilometers, enhanced safety with a cloud-based early warning system, and reduced production costs by 17% [6] - NIO's previous investment in battery production faced challenges, leading to a reduction in its R&D team and a shift to third-party battery procurement [6] - The new generation of large cylindrical batteries is being adopted by various international automakers, with BMW announcing that its next-generation batteries will feature over a 20% increase in energy density compared to previous models [11] Group 3: Market Trends - The article notes a significant push for large cylindrical batteries in overseas electric vehicles, with companies like Samsung SDI and EVE Energy ramping up production capabilities [9][10] - The standardization of cylindrical batteries is seen as beneficial for rapid production replication across different regions, aligning with the increasing demand for localized battery production in Europe and the U.S. [12] - The upcoming 18th High-Performance Lithium Battery Industry Summit will focus on the restructuring of the industry chain and the application of cylindrical batteries [13]

● 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 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。 ● 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 ...

高工锂电获悉， 远景动力已在 位于 无锡 江阴的超级 工厂启动 46 系大圆柱电池 产品 的 交付 ， 首 批产品已发往 美国，将用于宝马集团的 第六 代全球电动汽车平台 。 此举标志着远景动力开始履行其作为宝马集团 " 新世代 " 车型核心供应商的 关键 角色。 与此同时， 为满足 接下来 更大规模的交付需求， 远景动力 正在其河北沧州工厂部署更高生产效 率的产线，计划于 2025 年下半年投产。 摘要 远景动力无锡、沧州大圆柱产能"抢跑" 主动调整的背后， 是美国新一届政府近期在新能源汽车领域掀起的一系列政策风暴，从供需两端 同时为市场的长期走向带来了高度不确定性。 远景动⼒⼤圆柱产品，持续发往海外 按照宝马 集团在 2025 年 2 月公布的 技术 时间表， 第六代 平台将从 2026 年起正式批量采用 大圆柱电池 ， 以期 将使车辆续航里程提升 2 0%， 同时 10% 至 80% 的充电时间缩短 30% 。新平台 还 将 追求对 400V 和 800V 电压系统 的适配 ， 以 覆盖面向全球市场的 X7 、 X3 ，以及面向北美 拉美 市场的 X5 、 X6 等车型。 以 宝马 为代表的国际车企 对 ...

Group 1 - The 18th High-tech Lithium Battery Industry Summit focuses on the restructuring of the industry chain and the resonance of all-scenario applications [1] - The 2025 High-tech New Energy Materials Industry Conference emphasizes the role of AI and new materials in leading energy transformation [2] - The events are organized by High-tech Lithium Battery and High-tech Industry Research Institute (GGII) [3] Group 2 - The 2025 High-tech New Energy Materials Industry Conference is scheduled for June 25-26, 2025, at the Marriott Hotel in Jintan, Changzhou [3] - The subsequent conference on energy storage will take place on July 8-9, 2025, in Qionglai, Chengdu, China [4]