Core Insights - The article highlights the acceleration of electrification across various sectors in China, with the penetration rate surpassing 50%, leading to a new industrial cycle in the lithium battery supply chain [3] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for achieving regional energy transition and carbon neutrality goals [3] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, indicating an optimization of supply and demand within the industry [3] - The article notes the rapid application of new materials and processes, driving differentiation in power and energy storage batteries, and the role of AI in developing new battery materials [3] Industry Background - The summit will take place on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [2] - Changzhou is positioned as a leading base for the new energy industry, with significant potential for growth through market opportunities and technological innovation [4] Summit Highlights - The summit is recognized as a premier annual event in the lithium battery sector, attracting over 300 influential companies and more than 1,000 executives from the lithium battery supply chain [6] - It will feature technical exchanges and new product displays from upstream and downstream enterprises within the industry [6] - The event will also include the release of the first half of the year’s industry development report by GGII [6] Key Agenda - The agenda includes discussions on global electrification trends, product development strategies, and competitive dynamics in battery technology and pricing [8] - Specific sessions will focus on battery applications in various sectors, including electric vehicles, marine electrification, and the emerging opportunities in the cylindrical battery market [8]

——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 —— AI+新材料 引领能源变革 除了耐腐蚀性，不锈钢在特定应用中还具备结构优势。例如，在锂金属电池中，采用多孔不锈钢集 流体能够显著增加比表面积，从而降低局部电流密度，引导锂金属实现更均匀的沉积，抑制锂枝晶 的产生。 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 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 在全固态电池成为全球产业攻坚方向的背景下，一场由关键材料引发的底层革新正在 酝酿 。不锈 钢集流体便是其中一个例子。 近期市场传出， 国内 不锈钢 头部 企业正向电池厂送样不锈钢箔，意图替代传统的铜箔作为负极 集流体。这一动向，让长期处于学术探讨阶段的不锈钢集流体，迅速成为 市场 焦点。 这一材料领域革新 的核心驱动力，源于当前主流硫化物固态电解质技术路线下的一个根本性难 题。 多篇学术论文已证实，广泛使用的铜箔在与硫化物 固态 电解质（如 LPS ...

Group 1: Industry Developments - The State Council has mandated that automotive companies limit supplier payment terms to within 60 days to ensure efficient capital turnover in the supply chain, aiding collaborative development in the industry [2][3] - CATL has officially announced the mass production of its next-generation large-capacity energy storage cell, the 587Ah cell, which is expected to be produced at its Jining base in Shandong [4][5] - China Salt Lake has made significant progress with its 40,000 tons/year integrated lithium salt project in the Qaidam Basin, transitioning from construction to trial production [6][7] Group 2: Corporate Actions - Deyang Nano has announced plans to introduce strategic investors through a capital increase and share expansion for its subsidiary, Shenzhen Deyang Chuangyu New Energy Technology Co., Ltd. [8][9] Group 3: International News - Swedish battery manufacturer Northvolt is set to halt production at its last factory in northern Sweden by the end of June if it fails to find a buyer amid bankruptcy proceedings [10][11] - Zimbabwe's Minister of Mines announced a ban on lithium concentrate exports starting in 2027 to promote local processing [12]

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 会议地点： 中国成都邛崃 混动市场正保持快速增长的态势。 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 对上述行业痛点提供系统解决方案，旨在重构混动动力电池的价值基准。 安全平权+全域快充 吉曜金砖电芯破局混动三痛 据乘联会数据，2025年5月，中国新能源汽车零售销量为102.1万辆，同比增长28.2%，其中混动车 辆（包含插电式混动及增程式混动）销售51.4万辆，同比增长48.6%，是纯电车型的近两倍。混动 汽车的渗透率已经突破40%，特别是在10-15万元价格区间。 但混动车型的仍存在三大痛点亟待破解： 第一，安全信任危机。 国家市场监督管理总局发布的召回数据显示，2024 年因"起火风险"召回的 38.07万辆新能源汽车中，74.3%涉及电池问题。 第二，充电末段黑洞。 当前几乎所有的快充车型，末端充电（SOC 80-100%）极为缓慢，加上混 动车型的强制保电（普遍在SOC 15-20%），掐头去尾后，混动车型本 ...

Core Viewpoint - The article discusses the ongoing transformation in the lithium battery industry, highlighting advancements in technology and applications, particularly in the fields of energy storage and electric vehicles, with a focus on the company Ruipu Lanjun's innovations and market strategies [2][17][28]. Group 1: Industry Trends - The lithium battery industry is experiencing significant changes in 2025, with breakthroughs in lithium iron phosphate (LFP) performance leading to innovations in fast charging and applications in various sectors such as eVTOL, new energy heavy trucks, battery swapping, and robotics [2][3]. - The energy storage market is witnessing a surge in battery and system capacity, with a new generation of batteries being introduced domestically and a wave of energy storage projects expanding internationally [2][5]. Group 2: Company Innovations - Ruipu Lanjun has launched the "WenDing" 392Ah cell, which boasts an energy density of 415Wh/L, a cycle life of 12,000 times, and over 95% energy efficiency, making it a leading product in the industry [9][11]. - The company has also introduced the Powtrix™ 6.26MWh energy storage system, which incorporates the new 392Ah cell and is set for large-scale production and delivery this year [13]. Group 3: Market Performance - In the new energy heavy truck market, Ruipu Lanjun's sales of commercial vehicle batteries have seen significant growth, with over 30,000 units sold in Q1 2025, representing a year-on-year increase of over 175% [17]. - The company has secured a 2.5GWh energy storage order from South Korean company Xiaoxing Heavy Industry and signed contracts for over 20GWh of energy storage cells with multiple partners at the SNEC exhibition [5][6]. Group 4: International Expansion - Ruipu Lanjun is expanding its international presence, with a new subsidiary opening in California in 2024 to enhance collaboration with overseas clients [27]. - The company has signed a strategic cooperation memorandum with Indonesia's Bakrie & Brothers Group to deliver over 3,000 electric buses and trucks by 2025, focusing on local manufacturing to meet regional demands [31][33].

固态电池产业化协同先锋奖项基于企业在固态电池产业化链条中的协同推动能力及价值整合能力作为基础评价指标，并综合考量其与上下游合作伙伴在 材料适配、工艺开发、装备对接、试点示范等方面的协同成效，以及推动行业标准制定、产业生态建设的引领作用等多个维度最终评定。 摘要 "2025固态电池产业化先锋" 三大奖项花落谁家？ 6月10日 ， 2025高工固态电池技术与应用峰会 在 苏州香格里拉大酒店 隆重举行，大会主题为"打通固态电池产业化最后一公里 "。 会上，由 高工锂电、高工储能、高工产研 联合组织评选的 " 2025固态电池产业化先锋 " 奖项 重磅发布。 本次评选共设 " 固态电池技术创新先锋 "、" 固态电池市场应用先锋 "、" 固态电池产业化协同先锋 " 等三大类奖项。 以高工产业研究院（GGII）数据库及市场调研为依托，固态电池技术创新先锋奖项基于企业在固态电池关键材料、核心结构与制造工艺等方面的技术 创新性及技术引领力作为基础评价指标，并综合考量其研发深度、突破能力、知识产权成果、测试验证成效等多个维度最终评定。 固态电池市场应用先锋奖项基于企业在固态电池相关产品的市场转化能力及应用落地表现作为基础评价指 ...

Core Insights - The article highlights the acceleration of electrification across various sectors in China, with the penetration rate surpassing 50%, leading to a new industrial cycle in the lithium battery supply chain [3] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for achieving regional energy transition and carbon neutrality goals [3] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, indicating an optimization of supply and demand within the industry [3] - The article notes the rapid application of new materials and processes, driving differentiation in power and energy storage batteries, and the role of AI in developing new battery materials [3] Industry Background - The 18th High-tech Lithium Battery Industry Summit will take place on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [2] - Changzhou is positioned as a leading base for the global new energy industry, leveraging its strong foundation and potential for significant breakthroughs in the sector [4] Summit Highlights - The summit is recognized as a top-tier industry event, gathering over 300 influential companies and more than 1,000 executives from the lithium battery supply chain [6] - It will feature technical exchanges and new product showcases from upstream and downstream enterprises within the industry [6] - The event will also include the release of the first half of the year’s industry development report by GGII [6] Key Agenda - The agenda includes discussions on global electrification trends, product development strategies, and competitive dynamics in battery technology and pricing [8] - Specific sessions will address battery selection and matching for various applications, including electric vehicles and marine electrification [8] - The summit will also explore new opportunities in the cylindrical battery market and innovations in battery technology for humanoid robots and other applications [8]

Core Viewpoint - The solid-state battery industry is experiencing rapid development driven by technological advancements and increasing application demands, particularly in energy storage and new energy vehicles [2][3][4]. Group 1: Industry Trends - The solid-state battery market is seeing significant growth, with over 450 GWh of planned capacity and more than 280 related companies in China as of April 2025 [4][8]. - Energy storage is currently the largest application market for solid-state batteries, with a notable increase in the penetration rate of phosphate iron lithium semi-solid batteries [2][4]. - The demand for solid-state batteries is expanding into new sectors such as drones, eVTOL aircraft, robotics, and commercial vehicles, indicating a diversification of application scenarios [2][10]. Group 2: Future Projections - New energy vehicles are expected to become the most significant application area for solid-state batteries, with projections indicating that domestic shipments of solid-state batteries will exceed 10 GWh by 2025 and potentially reach over 70 GWh by 2030 [3][9]. - The period from 2025 to 2026 is anticipated to be a peak for capacity construction, with energy storage expected to be the first to release capacity [9]. Group 3: Technological Developments - Different technological routes are being pursued, with semi-solid battery companies focusing on cost reduction and market share, while all-solid-state battery technology is transitioning from laboratory to market validation [6][12]. - Challenges such as solid-solid contact issues and the need for diverse solid-state electrolyte materials are being addressed through innovative approaches like in-situ solidification and hybrid electrolyte strategies [12][13][21]. Group 4: Equipment and Manufacturing - Companies are developing advanced manufacturing processes, such as dry electrode technology, to enhance the performance and reduce costs of solid-state batteries [15][23]. - The establishment of automated production lines and collaboration with equipment manufacturers are key strategies for scaling up production capabilities [23][24].

Core Viewpoint - The article highlights the significant growth in the global electric vehicle (EV) market, particularly in the sales of new energy vehicles (NEVs) and the corresponding increase in power battery installation capacity, indicating a robust trend in the industry [3][4]. Group 1: Global New Energy Vehicle Market Analysis - In the first four months of 2025, global NEV sales reached 5.39 million units, representing a year-on-year growth of 29%, which drove the power battery installation capacity to approximately 285.1 GWh, a year-on-year increase of 36% [3][4]. - China's power battery installation capacity accounted for 60.9% of the global total, with six out of the top ten companies being Chinese, showcasing the country's dominance in the sector [4][11]. - The installation capacity of lithium iron phosphate (LFP) batteries in China continues to grow, contributing to a global year-on-year increase of 63% in LFP battery installations [4]. Group 2: Power Battery Installation Capacity by Vehicle Type - The power battery installation capacity for passenger vehicles, buses, and special vehicles is detailed, with specific figures indicating the distribution among these categories [8][9]. - The breakdown of installation capacity by battery type shows that LFP batteries lead the market, followed by ternary and other types [9]. Group 3: Leading Countries in Power Battery Installation - The top ten countries for power battery installation capacity are listed, with China leading at 173.59 GWh, followed by the United States at 38.38 GWh, and Germany at 12.12 GWh [11].

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 ◆ 亿纬锂能 筹划赴港二次上市 01 亿纬锂能披露公告，拟发行H股股票并在香港联交所主板挂牌上市。此举旨在提升公司资本实力与 综合竞争力，增强国际化品牌形象，满足国际业务发展需求，推进全球化战略。 05 长安汽车表示，金钟罩电池通过首批动力电池新国标检测实验。公司自2020年起以"不起火、不 爆炸"为内控标准，现有车型满足新国标要求。同时，长安汽车正全力投入固态电池研发，预计 2026年实现装车验证，2027年推进全固态电池量产，能量密度达400Wh/kg。 ◆ 材料 ◆ 6GWh储能电池生产项目 在四川开工 03 万润新能 在固态电池领域布局 万润新能在投资者互动平台表示，已在固态电池正极材料和电解质领域发力布局， ...