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 —— AI+新材料 引领能源变革 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 ◆ 电池 ◆ 01 宁德时代 成立新公司 6月16日，宁德时代在四川省宜宾市成立宜宾时代新能动力电池有限公司，注册资本10亿元人民 币，法定代表人为朱云峰。公司经营范围包括电池制造、销售及新兴能源技术研发等，由宁德时代 全资控股。 近日，宁德时代子公司与中国第一汽车集团进出口有限公司、龙昇新能源控股有限公司签 署战略合作协议，推进香港换电式营运车辆规模化应用及换电基础设施建设。计划2026 年底前建成10座换电站，覆盖香港各区。 ◆ 材料 ◆ 瑞志新材料负极材料项目动工 6月13日，甘肃瑞志新材料有限公司年产6万吨锂电池石墨负极材料项目在甘肃武威民勤红沙岗能 源化工工业集中区动工。项目总投资约14.2亿元，分两期建设，一期预计20 ...

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（GGII） 峰会 时间： 2025年6月25-26日 峰会地点： 常州·金坛万豪酒店 ● 全场景电动化加速推进。 中国电动化渗透率突破50%临界点，带动产业链上下游开启新的产业周期。同时，电力市场、船舶、商用车、人形机器 人、eVTOL等赛道的发展成为锂电出货增长新的驱动力。 ● 动力与 储能 产业协同融合发展 ， 电动化趋势下，将带动以动力电池为核心的新能源制造业规模化发展，而储能的发展，则关系到区域性能源转 型与碳中和目标实现，二者协同融合，将成为国内各区域未来几年重点发展的方向，常州金坛作为率先发展新能源的区域，一定要率先抢占高地。 ● 锂电产业链结构性调整。 核心材料价格触底反弹，电芯价格趋向稳定，产业链供需优化，产能出清与企业淘汰并行。产业链各环节企业竞争格局 调整，重点企业整合与调整。产业链各环节进入盘整与优化阶段。 ● 新材料新工艺加速应用， 动力及储能电池差异化进一步凸显，围绕场景需求，电池性能加速迭代，倒逼新材料加速应用，复合集流体、硅基负 极、新型锂盐等材料具备规模化应用条件，同时 ...

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 2025高工新能源新材料产业大会 —— AI+新材料 引领能源变革 小米汽车近日公布的固态电池专利。 专利 名为《固态电池复合电极与制备方法及包含其复合电极的固态电池》。 根据国家知识产权局 公开信息，该专利申请于2023年12月12日，并于2025年6月13日正式公布。 小米汽车的固态电解质方案采用聚合物与金属盐复合材料。专利摘要显示，小米汽车研发的固态电 池复合电极由集流体和层叠电极材料层组成，其中固态电解质沿集流体厚度方向贯通整个电极材料 层，旨在缩短离子在厚电极中的传输路径，使传输速率显著提升，同时电极载量和倍率性能得到优 化。 小米汽车自2021年宣布造车以来，已将电池技术列为核心研发方向。此次专利公布前，小米已通 过投资卫蓝新能源、赣锋锂业等企业，布局固态电解质材料领域，并在江苏盐城建设电池试制线。 2025年3月，小米与宁德时代、北汽等合资成立电池公司，重点研发电芯级动力电池技术。目前 小米 长续航 车型 SU7 Max车型搭载宁德时代麒麟电池，续航达800km，而此次固态电池专利的 公布， 或将 是其 冲击"CLTC续航超 ...

Core Viewpoint - The solid-state battery technology is a crucial direction for the continuous development of lithium batteries, receiving significant attention from society and supported by national policies, particularly the "14th Five-Year Plan" [8][12]. Group 1: Solid-State Battery Developments - Solid-state batteries are being developed with a target energy density of over 350Wh/kg for single cells and 260Wh/kg for system energy density, with applications in extreme environments [8]. - Current advancements include solid electrolyte materials with conductivity reaching 10mS/cm and energy density of 369.93Wh/kg, with ongoing large-capacity battery cycle tests [8]. - Research is focusing on improving ionic conductivity and mechanical properties of composite solid-state electrolytes, with room temperature ionic conductivity reaching 0.78mS/cm [9]. - Sulfide solid-state batteries are expected to increase energy density from 300Wh/kg to over 500Wh/kg by 2027, with a shift in research focus towards air stability and cost control [12]. Group 2: Safety and Production Innovations - The "quasi-solid" battery solution from Zhongtian Energy demonstrates excellent safety features, passing rigorous tests without fire or explosion, and aims to eliminate liquid leakage risks in future designs [13]. - Dazhu Lithium's focus on prototype equipment development and core module breakthroughs aims to enhance production yield, which currently stands at 60%-70% in labs and 40%-50% in pilot lines [16]. - The introduction of advanced rolling technologies by Boluwei has improved the production of dry electrodes and solid electrolyte membranes, achieving high precision and uniformity [17][19]. Group 3: Material Innovations - Xinyuan Materials has developed multi-layer solutions for solid electrolyte membranes, enhancing performance and safety in high-energy density battery designs [21]. - Yili Technology has achieved a room temperature ionic conductivity of over 17mS/cm for sulfide solid-state electrolytes, with a leading energy density of 474Wh/kg for their 20Ah solid-state cells [22]. - BlueTing New Energy is focusing on material innovation rather than price competition, introducing MOF materials to enhance lithium-ion conduction and improve battery performance [24].

Core Viewpoint - The article discusses the transformation of the lithium battery industry towards a new phase characterized by "capacity landing" since 2025, emphasizing the establishment of localized production capabilities in Southeast Asia and Europe, driven by the demand from downstream battery manufacturers [3][10][15]. Group 1: Industry Trends - The globalization of Chinese lithium battery companies has entered a new stage focused on establishing overseas production bases, particularly in Southeast Asia, with Indonesia serving as a key example [3]. - Dragon Power Technology's lithium iron phosphate (LFP) factory in Indonesia, with a capacity of 30,000 tons, has successfully commenced production, marking a significant milestone in localizing supply chains [3][4]. - The establishment of long-term supply agreements, such as the five-year contract worth over 5 billion RMB with Yiwei Lithium Energy, highlights the recognition of the value of localized production [4]. Group 2: Regional Developments - In Malaysia, Yiwei Lithium Energy's first overseas factory began production in January, and another project by Xingyuan Material is set to launch in June, indicating a trend of local production capabilities for key lithium battery materials [7]. - European expansion is also accelerating, with companies like Tianci Materials planning a 2 billion RMB investment in Morocco for an integrated base producing 150,000 tons of electrolyte and key raw materials [9]. - Hungary is emerging as a lithium battery industry hub, with significant investments from membrane manufacturers and other key players [8]. Group 3: Market Dynamics - The shift from "announcement" to "landing" in 2025 is driven by the need for efficient local supply chains to support the new capacities being released by battery manufacturers like CATL and Yiwei Lithium Energy [10]. - The competitive environment in the domestic market, particularly in the cathode materials sector, has led to a decline in average gross margins, pushing companies to seek new profit growth points overseas [11][12]. - Companies like Wanhua Chemical are strategically positioning themselves in Europe, transitioning from technology partners to core suppliers in the supply chain [13]. Group 4: Ecosystem Development - The integration of equipment suppliers, such as Haimeixing Laser, into the global supply chain is crucial for ensuring the efficiency and consistency of overseas production [14]. - The formation of efficient lithium battery industry clusters in regions like Southeast Asia and Hungary allows for rapid response to supply needs and fosters innovation through close collaboration [15]. - The article concludes that the globalization of the lithium battery industry is evolving beyond mere capital outflow and capacity replication to encompass comprehensive technology, standards, management, and ecosystem exports [15].

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 emphasizes the role of AI and new materials in leading energy transformation [2] - The events are organized by High-tech Lithium Battery, High-tech Energy Storage, and High-tech Industry Research Institute (GGII) [3][4] 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 will take place on July 8-9, 2025, in Qionglai, Chengdu, China [4]

Core Viewpoint - The article discusses the upcoming 18th High-tech Lithium Battery Industry Summit, highlighting the acceleration of electrification across various sectors and the structural adjustments within the lithium battery industry, emphasizing the importance of innovation and collaboration for future growth [2][3]. Group 1: Industry Trends - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain [2]. - The synergy between the power and energy storage industries is crucial for achieving regional energy transformation and carbon neutrality goals, with a focus on large-scale development of new energy manufacturing centered around power batteries [2]. - Structural adjustments in the lithium battery industry are evident, with core material prices rebounding and battery cell prices stabilizing, leading to a competitive reshaping of the supply chain [2]. Group 2: Technological Advancements - The application of new materials and processes is accelerating, with differentiated performance in power and energy storage batteries becoming more pronounced, driven by market demands [2]. - The development of new battery systems is being propelled by AI4S, which is facilitating the exploration of new materials such as composite conductive fluids and silicon-based anodes [2]. Group 3: Event Highlights - The summit will gather over 300 influential companies and more than 1,000 industry leaders from the lithium battery supply chain for technical exchanges and new product showcases [5]. - The agenda includes key discussions on industry restructuring, technological advancements, and market opportunities in various applications, such as eVTOL and commercial vehicles [6][7].

Core Viewpoint - The article discusses the advancements and challenges in solid-state battery technology, highlighting the potential for significant growth in various applications, particularly in the electric vehicle and energy storage sectors. Group 1: Industry Events - The 18th High-tech Lithium Battery Industry Summit will focus on the restructuring of the industry chain and the resonance of all-scenario applications, scheduled for June 25-26, 2025, in Changzhou [4] - The 2025 High-tech New Energy Materials Industry Conference will explore AI and new materials leading energy transformation, set for July 8-9, 2025, in Chengdu [5] Group 2: Solid-State Battery Developments - Half-solid-state batteries have achieved a breakthrough from "0 to 1," with no core limitations in materials and applications, moving towards scale, maturity, and cost reduction [8] - Full solid-state batteries are expected to take 5-6 years to reach GWh-level production, with a breakthrough anticipated post-2028 [8] - By 2030, solid-state batteries are projected to drive demand for high-nickel and silicon-based materials exceeding 50,000 tons, electrolytes and conductive agents over 5,000 tons, and a market impact exceeding 10 billion [8] - The peak capacity construction period is expected between 2025-2026, with energy storage likely to be prioritized [8] - In 2025, shipments of half-solid-state batteries are expected to exceed 10 GWh, with an increasing share of lithium iron phosphate systems [8] Group 3: Challenges in Solid-State Battery Technology - Solid-state batteries face two main challenges: the solid-solid contact issue leading to low lithium-ion conductivity and the inability of single solid electrolyte materials to meet the demands of full solid-state batteries [9] - A proposed solution involves in-situ solidification, converting liquid electrolytes to solid through chemical or electrochemical reactions, enhancing contact with electrode particles [9] Group 4: Equipment and Safety Innovations - Li Yuan Heng has developed equipment to address ion transmission bottlenecks caused by solid-solid contact, including dry coating devices and integrated machines for electrolyte and electrode sheets [11][12] - A comprehensive safety design system has been established to mitigate the toxicity and flammability of sulfide batteries, ensuring production safety [12] Group 5: Aviation Battery Requirements - eVTOLs have emerged as the primary type of low-altitude aircraft, necessitating higher energy density for pure electric aviation batteries, with requirements exceeding 400 Wh/kg for a 300 km range [13] - Hybrid aviation batteries require energy densities over 200 Wh/kg and must operate in a wide temperature range of -35 to 80°C, with a cycle life of 2000 times to reduce battery replacement costs [13] - Significant advancements have been made in pure electric and hybrid aviation power batteries, achieving energy densities of over 360 Wh/kg and power densities exceeding 3900 W/kg [13] Group 6: Material and Process Innovations - Most electrode materials still rely on traditional wet processes, lacking adaptability to dry processing characteristics; a shift towards "process-oriented material design" is recommended [16] - The development of a second binder to reduce PTFE content while improving membrane performance is suggested to address lithium loss issues [16] - A fully automated production line capable of handling the entire process from feeding to film formation has been established, along with a laboratory for exploring dry process techniques for solid-state batteries [16]

—— AI+新材料 引领能源变革 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 ——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 会议预告 第十八届高工锂电产业峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 ...

● 动力与 储能 产业协同融合发展 ， 电动化趋势下，将带动以动力电池为核心的新能源制造业规模化发展，而储能的发展，则关系到区域性能源转 型与碳中和目标实现，二者协同融合，将成为国内各区域未来几年重点发展的方向，常州金坛作为率先发展新能源的区域，一定要率先抢占高地。 ● 锂电产业链结构性调整。 核心材料价格触底反弹，电芯价格趋向稳定，产业链供需优化，产能出清与企业淘汰并行。产业链各环节企业竞争格局 调整，重点企业整合与调整。产业链各环节进入盘整与优化阶段。 ● 新材料新工艺加速应用， 动力及储能电池差异化进一步凸显，围绕场景需求，电池性能加速迭代，倒逼新材料加速应用，复合集流体、硅基负 极、新型锂盐等材料具备规模化应用条件，同时，AI4S推动电池新材料开发，推动新电池体系开发。 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（GGII） 峰会 时间： 2025年6月25-26日 峰会地点： 常州·金坛万豪酒店 ● 全场景电动化加速推进。 中国电动化渗透率突破50%临界点，带动产业链上下游开启新的产业周期。同时，电力市场、船舶、商用车、人形机器 人、 ...