主办单位： 高工钠电、高工产业研究院（GGII） 6月会议预告 2025高工钠电 产业峰会 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 国内市场同样活跃。盟维科技研发的 400Wh/kg 锂金属电池已向电动航空客户交付。金羽新能的 无负极锂金属电池产品也已成功交付无人机企业， 公司 2024 年 合计 交付 额 突破亿元 ， 同时 还 为广汽首款复合翼飞行汽车 GOVY AirJet 开发配套的锂金属半固态电池。 此外，欣界能源规划的首条 GWh 级别锂金属电池产线预计于今年下半年投产，其初期目标是为 亿航智能的订单进行交付。这些进展反映出下游市场对高性能锂金属电池的迫切需求。 在追求高性能的过程中，锂金属负极的物理形态，尤其是厚度，成为决定电池性能和安全性的核心 要素之一。 锂金属负极，作为下一代高能量密度电池技术的关键组成部分，其产业生态正显现出加速形 ...

Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [3] Group 2: Company Developments - Guansheng Co. revealed that its semi-solid lithium iron phosphate battery is primarily aimed at energy storage customers, showing significant safety improvements with no combustion or explosion during puncture, extrusion, and collision tests. The battery has achieved a cycle life of 12,000 times, surpassing traditional liquid batteries. The company's factory in Wenzhou is expected to partially commence production by the end of this year, with full production anticipated by mid-2026 [3] - CATL has established two new energy companies, Changsha Runshi New Energy Co., Ltd. and Chongren County Runshi New Energy Co., Ltd., with registered capital of 580,000 yuan and 3.81 million yuan, respectively. These companies will engage in power generation, transmission, distribution, electrical installation services, energy management contracts, battery sales, and IoT technology services [5] Group 3: Market Analysis - CITIC Securities reported that lithium prices have slowed their decline in Q1 2025, leading to a slight recovery in overseas lithium ore prices and improved operations for salt lake enterprises. However, the supply side is clearing slowly, with lithium prices dropping to 60,000 yuan/ton in Q2, significantly increasing the industry's loss rate. Expectations for mine production cuts and price stabilization are rising, but the reduction in production is less than anticipated. The forecast for lithium prices in H2 2025 is adjusted to a range of 60,000 to 70,000 yuan/ton, with a recommendation to focus on low-cost stocks that may benefit from a rebound in lithium prices [7] Group 4: New Projects - Zhongke Electric signed a contract for a 200,000-ton lithium battery material base project in Oman, with a total investment not exceeding 8 billion yuan. The project will be constructed in two phases, each with a planned capacity of 100,000 tons per year, and is expected to take 36 months for each phase [13] - Ruipu Lanjun has signed a strategic cooperation memorandum with Indonesia's Bakrie & Brothers Group to deliver over 3,000 electric buses and trucks' power batteries by 2025, focusing on "green transportation, made in Indonesia" [15]

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） ...

Core Viewpoint - The article highlights the significant growth and strategic moves in the lithium battery industry, particularly focusing on the global expansion of Chinese companies like Zhongke Electric in response to increasing demand for lithium-ion batteries and the localization of supply chains [3][4][10]. Group 1: Industry Growth and Demand - The demand for lithium-ion batteries is experiencing explosive growth, driven by the global transition to renewable energy [3]. - According to GGII, China's lithium battery shipments are projected to reach 1175 GWh in 2024, representing a year-on-year increase of 32.6% [3]. Group 2: Supply Chain Localization - There is a pressing need for localization of the supply chain for anode materials in lithium batteries, as regions like Europe, the Middle East, and Southeast Asia are intensifying their efforts to establish new energy industrial parks [4]. - Chinese anode material companies are accelerating their international expansion to capture market opportunities abroad [4]. Group 3: Zhongke Electric's Global Strategy - Zhongke Electric has made a significant move by announcing the construction of a 200,000-ton integrated anode material production base in Oman, marking the establishment of the largest overseas anode material production facility [6]. - The project, with a total investment of no more than 8 billion RMB, will be built in two phases, each with a capacity of 100,000 tons and a construction period of 36 months [6]. Group 4: Strategic Location of Oman - Oman was chosen for its unique geographical advantages and favorable policy environment, being a key hub connecting the Middle East, Africa, South Asia, and Europe [7][9]. - The local abundant solar energy resources are facilitating a transition to a clean, low-carbon economy, providing ample green electricity support for the lithium battery industry [7]. Group 5: Implications for Global Market - The establishment of the largest overseas anode material production base is a critical step in Zhongke Electric's global strategy, enabling shorter delivery times to European and Middle Eastern customers and enhancing international market responsiveness [10]. - This move exemplifies the participation of Chinese lithium battery companies in the global industrial chain, promoting the establishment of green low-carbon supply chains overseas and injecting new momentum into China-Oman economic cooperation [10].

Core Viewpoint - The article highlights the significance of the Envision AESC Douai Super Battery Factory in France as a pivotal project for the country's green industrial transformation and local battery industry development, supported by the French government and aligned with President Macron's reindustrialization strategy [3][4][5][6]. Group 1: Event Details - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [2]. - The 2025 High-Performance Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [2]. Group 2: Envision AESC Douai Factory - The Douai factory, with an initial capacity of 10 GWh, will provide high-quality power batteries for 200,000 electric vehicles annually, supporting France's low-carbon transition [3][5]. - The factory's inauguration is seen as a landmark event in Europe's industrial strategy adjustment, crucial for building a local new energy industry ecosystem [5][10]. - The factory's location near Renault's electric vehicle production bases enhances supply chain collaboration and supports Renault's goal of producing 400,000 electric vehicles annually by 2025 [10]. Group 3: French Government's Strategy - President Macron's reindustrialization strategy focuses on green industries, particularly battery production, to upgrade local industries and establish export advantages [6][8]. - The French government is investing heavily in the "Battery Valley" in northern France, aiming to create a comprehensive ecosystem for research, manufacturing, and talent development in the battery sector [7][8]. - The 2023 Green Industry Act aims to attract €20 billion in investments by 2030 through tax incentives and streamlined project approval processes [8]. Group 4: Globalization Strategy of Envision AESC - Envision AESC's Douai factory marks a significant step in its globalization strategy, which has seen the establishment of 13 manufacturing bases across key markets [12][15]. - The company aims to create a localized operational system that integrates R&D, manufacturing, and services, enhancing its competitive edge globally [12][15]. - Envision AESC is committed to providing a closed-loop solution covering green energy supply, battery material production, and recycling, supporting local supply chain development [15][16].

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 峰会背景 ● 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。 核心议程 | | 6月25日 | | --- | --- | | 时间 | 核心议题 | | 9:00"12:00 | 开幕式专场: | | . | 全球电动化新阶段竞逐风云 | | . | 全场景电动化产品研发与生态构建攻略 | | . | 动力电池技术. 价格与营销"激战" | | . | 下一代电池技术卡位与抢夺的激烈角逐 | | . | 装备企 ...

Core Viewpoint - 瑞浦兰钧 is expanding its commercial vehicle battery business internationally, particularly in Indonesia, through strategic partnerships and product innovations [2][4][8]. Group 1: Strategic Partnerships - 瑞浦兰钧 signed a strategic cooperation memorandum with Indonesia's Bakrie & Brothers Group to deliver over 3,000 electric buses and trucks by 2025 [2]. - The partnership aims to promote green energy applications in the Indonesian market, enhancing 瑞浦兰钧's customer base and providing overseas experience for product validation [4]. Group 2: Product Innovations - 瑞浦兰钧 recently launched the 324Ah Pro battery cell, featuring an energy density of 198Wh/kg and a lifecycle exceeding 10,000 cycles, designed to meet the demands of complex road conditions and fast charging [4]. - The company introduced a back-stacking battery cluster with a seamless connection design, allowing for a battery box capacity of 680kWh for lithium iron phosphate and 800kWh for ternary systems, enhancing vehicle performance [6]. Group 3: Manufacturing and Local Strategy - The establishment of 瑞浦兰钧's manufacturing base in Indonesia will focus on the R&D, manufacturing, and sales of lithium-ion batteries and components, with an expected annual production capacity of 8GWh post-phase one [8]. - The manufacturing facility will produce battery systems that meet local content requirements, supporting Indonesia's goal of achieving net-zero carbon emissions by 2060 [8]. Group 4: Industry Collaboration - PT VKTR Teknologi Mobilitas Tbk, backed by Bakrie & Brothers, will manufacture electric buses and trucks, with 瑞浦兰钧 providing advanced battery systems tailored for local production [9]. - The collaboration will focus on green transportation and low-carbon demonstration projects, integrating various aspects of the supply chain, including nickel product smelting and battery raw materials [9].

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） ◆ 电池 ◆ 锂电池新国标 11 月起实施 德尔股份拟投 3 亿元 建新型锂电池等项目 6 月 3 日，德尔股份公告，董事会审议通过议案，同意与浙江省湖州市吴兴区织里镇人民政府签 订《投资合作协议》，在织里镇投资建设新型锂电池中试及产业化项目、智能电机产业化项目，计 02 划投资总额约 3 亿元，其中固定资产投资约 2.5 亿元。 中绿电获内蒙古 固态电池储能项目建设指标 6 月 3 日，中绿电公告，其申报的"乌海市 20 万千瓦 /80 万千瓦时固态电池储能电站"项目被 纳入内蒙古自治区 2025 年第一批独立新型储能建设项目清单。 ◆ 材料 ◆ 01 中核钛白 50 万吨磷酸铁项目终止 01 为加强锂离子电池全生命周期 ...

| 6月会议预告 | | | --- | --- | | | 2025高工钠电 产业峰会 | | 主办单位： | 高工钠电、高工产业研究院（GGII） | | 总冠名： | 众钠能源 | | 会议时间： | 6月9日 | | 会议地点： | 苏州香格里拉大酒店（苏州虎丘区塔园路168号） | | | 2025高工固态电池 | | | 技术与应用峰会 | | 主办单位： | 高工锂电、高工储能、高工产业研究院（GGII） | | 总冠名： | 利元亨 | | 会议时间： | 6月10日 | | 会议地点： | 苏州香格里拉大酒店（苏州虎丘区塔园路168号） | 日程规划 ● 300+细分领域重量级企业 ● 产业链上下游企业现场技术交流、新产品展示 ● 高工全媒体平台传播曝光，30万线上粉丝实时互动 ● 材料环节， 在固态电解质研发中，硫化物成主流，氧化物/聚合物等多路径并行突破。为了突破性能瓶颈，全固态电池材料研发 呈现出多元复合化趋势，包括采用复合固态电解质、复合改性正负极材料等。 ● 设备环节， 干法电极设备、固态电池中试线整线订单开始浮现，行业接下来将面临放大生产的工程化和产业化的挑战，一致性、 良品率、 ...

Group 1 - The 2025 High-Performance Solid-State Battery Technology and Application Summit will be held on June 10 at the Shangri-La Hotel in Suzhou, focusing on advancements in solid-state battery technology, material and equipment innovation, market trend analysis, and full-scene application exploration [2] - The summit will cover key topics such as solid-state battery industry chain collaboration, cost control, and commercialization [2] - The event is sponsored by Liyuanheng and will feature three main sessions: Session One on key "puzzles" for full-scene applications, Session Two on equipment and material innovation, and Session Three on discerning market trends [2]