Group 1 - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [1][2] - The event is organized by GGII and sponsored by Zhongna Energy [2] - The 2025 Solid-State Battery Technology and Application Summit will take place on June 10, 2025, also at the Shangri-La Hotel in Suzhou [3] Group 2 - The Solid-State Battery Summit is organized by GGII and sponsored by Liyuanheng [3]

Core Viewpoint - The focus of battery companies is shifting towards enhancing the charging experience for electric vehicles, particularly in the "last mile" of charging, which involves reducing the time taken to charge from 80% to 100% [2][5] Group 1: Technological Advancements - Battery companies are improving charging efficiency, with Jiayao Tongxing's new technology reducing the time to charge from 80% to 100% to 11.5 minutes, a 75% improvement over conventional batteries [2] - Honeycomb Energy has optimized its 4C fast charging project to achieve a full charge in 15 minutes, with the time from 80% to 100% reduced to 5 minutes, marking a 30% enhancement [3] - BYD has introduced the end-fast charging technology in its e-platform 3.0 Evo, indicating a trend towards faster charging solutions [4] Group 2: Charging Curve Optimization - The optimization of the constant voltage (CV) phase in traditional charging methods is crucial, as it significantly slows down charging speed to protect the battery [5] - Data from Xiaomi's SU7 Pro shows a dramatic decrease in charging power as the battery approaches full capacity, with reductions of up to 92% at 95% SOC [5] Group 3: Different Approaches to Fast Charging - BYD employs pulse charging to reduce battery polarization and increase end charging current, potentially including negative pulse currents to alleviate lithium ion accumulation [6] - Honeycomb Energy enhances charging capacity through a stacking process and utilizes a dual temperature control monitoring system for efficient end charging [6] - Many companies proposing end-fast charging solutions are those producing blade batteries, likely due to the improved thermal performance of the stacking process [7]

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） 国内汽车市场价格战再度升级，叠加碳酸锂价格跌破 6万元/吨人民币关口，锂电产业正面临供需 两头"双弱"的局面。 本周，碳酸锂期货主力合约 LC2507在5月26日至28日连续三天盘中跌破6万元/吨，较2024年 末降幅超过20%。 现货市场方面，电池级碳酸锂价格亦在 6万元/吨上下徘徊，而年初该产品价格约为7.8万元/吨。 这背后依旧是新项目产能的持续爬坡，特别是南美盐湖和非洲锂矿产能的显著增长。 同时，锂矿和锂盐的进口量也在增加。 4月份，中国共进口碳酸锂2.83万吨，环比大增56%，同 比增长18%。 同期，锂辉石矿进口量为62.3万吨，约合5.35万吨锂，环比增长20%，同比增长10%。 国内库存亦持续增长，截至20 ...

6月会议预告 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） 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 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 ...

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） 在经历 2024 年行业深度调整后，2025 年锂电池产业迎来多元化场景爆发与技术迭代的 "新变"。 开年以来，终端应用从单一的乘用车电动化向储能、人形机器人、低空经济等多元场景延伸，叠加 固态电池、钠电池等下一代技术加速产业化，推动锂电池产业链从材料端到系统端开启全面革新。 在此背景下，2025 年 5 月 16 日， 高工锂电 在 CIBF 展会期间举办首场材料专场圆桌对话—— 材料革命：打破动力电池的性能边界 ，围绕 "电池场景多元化下的材料变革""下一代电池产业化 的材料创新" 等核心议题展开探讨。 新宙邦电池事业部总经理钱韫娴、德福科技营销中心总经理宋铁峰、奥创科技总经理尹东星、中孚 新材技术总监张国福、沧州明珠 ...

◆ 电池 ◆ 中创新航出资24亿元 与邯郸市城运集团成立合资公司 01 5月28日，中创新航发布公告，宣布与邯郸市产投集团及邯郸市城运集团签署合资协议，计划共同 成立合资公司。根据协议，合资公司的注册资本为40亿元，其中公司出资24亿元，持股60%；邯 郸方出资16亿元，持股40%。合资公司将成为公司的附属公司，其财务业绩将并入公司的综合财 务报表。 瑞浦兰钧与晓星重工 达成2.5GWh战略合作 02 5月27日，瑞浦兰钧与韩国晓星重工业（Hyosung Heavy Industries）签署战略合作备忘录 （MoU），双方将围绕储能电芯供应、系统集成及市场推广展开深度协同。根据协议，瑞浦兰钧 将为晓星提供2.5GWh储能电芯、模组及直流侧集装箱，并输出系统设计集成与质量控制能力；晓 星则依托其在全球电力设备市场的渠道网络，负责本地化适配、认证及推广。 瑞浦兰钧此次供应的主力产品为新一代392Ah储能电芯，其能量密度达415Wh/L，循环寿命超 12,000次，并通过GB 44240-2024浅刺测试（热失控不起火、不爆炸），适配极端气候与高负 荷场景；双方合作的Powtrix™直流侧集装箱储能系统容量达6. ...

Core Viewpoint - The article emphasizes the importance of technological innovation and differentiation in the lithium battery separator industry, particularly in the context of increasing competition and the need for higher performance and safety standards in battery applications [34][35]. Group 1: Separator Market Trends - The market for wet-process separators is growing, with a shipment share exceeding 80% by Q1 2025, driven by the demand for higher performance and safety [3][4]. - The industry is witnessing a shift towards thinner and lighter separators, alongside the adoption of ultra-fast charging technologies and the implementation of new national standards for power batteries [4][5]. Group 2: Company Innovations - Enjie Co., Ltd. has introduced new separator products focusing on core material improvements, particularly in the base film, which is crucial for enhancing safety and performance [6][7]. - The X series high-safety base film has improved the membrane rupture temperature from 150°C to 230°C, significantly widening the safety window from 10°C to 90°C, thus addressing safety challenges associated with higher energy densities [9][10]. Group 3: Fast Charging Capabilities - The I series high-wetting base film enhances electrolyte wetting efficiency and ionic conductivity by approximately 60%, enabling better fast-charging performance without significantly increasing porosity [12][11]. - Enjie aims to meet the dual demands of high energy density and ultra-fast charging through innovative approaches that improve the interaction between the electrolyte and the separator [12][11]. Group 4: Solid-State Battery Materials - Enjie has launched a series of solid-state battery materials, including lithium sulfide and solid electrolytes, achieving key breakthroughs in core performance indicators [14][16]. - The company has developed a method for producing high-purity lithium sulfide, which is critical for reducing costs in solid-state battery production, with a projected price drop to 500,000 yuan per ton in the next 3-5 years [17][16]. Group 5: R&D and Market Position - Enjie has increased its R&D investment from 5.75% of revenue in 2022 to 6.52% in 2024, reflecting a strong commitment to innovation [35][36]. - The company has established a comprehensive R&D system and holds over 600 effective patents, with 482 specifically related to separators, creating a robust technological barrier [35][36]. Group 6: Dry Process Separator Strategy - Enjie is actively innovating in the dry-process separator segment, achieving a minimum thickness of 12 μm and developing even thinner products [28][29]. - The unique "blown film" process enhances the strength and application potential of dry-process separators, allowing them to remain competitive in specific market segments [29][30].

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 中国动力电池新国家标准的出台 、 恰逢固态电池进入量产前夜 ， 两股趋势 正引领锂电产业朝更高性能、更严苛安全标准 " 双维度提升 " 的 方向 积极演进。 此 背景下，国轩高科近日宣布， 其今年 5 月推出的 G 垣准固态电池，已顺利通过新国标对极端条件下 " 不起火、不爆炸 " 的强制性测试要求。 据该公司介绍，这一成果的目标是攻克长期以来电动汽车在追求高安全性与长续航里程时面临的平衡挑战。 国轩高科同时透露， 公司 已为 G 垣准固态电池的规模化生产及关键的良品率保障做好了相应准备。 上述系列进展，有望为动力电池产业整体向更高安全与性能层级迈进提供新的 G 垣准固态电池：立足安全，多维创新驱动 备受行业关注的 GB38031-2025 《电动汽车用动力蓄电池安全要求》由中国工 ...

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Core Viewpoint - The lithium battery industry is experiencing an urgent demand for innovation in processes and equipment, with companies racing to adopt new technologies like dry electrode processes and solid-state batteries to capture market share and disrupt existing market structures [4][6]. Group 1: Dry Process Technology - The success of dry process technology is not merely about equipment but requires a systemic innovation involving materials, processes, and equipment [5]. - The goal of Qingyan Electronics is to control the density fluctuation of dry film to within 0.3%, matching the top levels of wet coating machines [5]. - By 2027, it is expected that dry electrode technology will enter a phase of industrialization, with more companies investing in production lines [5][24]. Group 2: Industry Challenges and Developments - Companies like Guoxuan High-Tech are facing significant challenges in engineering and scaling up production lines for semi-solid batteries, indicating that adjustments to existing wet production lines are insufficient [6]. - The dry process offers clear advantages, such as eliminating solvents, which leads to cost reductions and environmental benefits, while also improving electrode density and energy density [7]. - The integration of multiple production steps into a streamlined process significantly reduces production and investment costs, as seen in Tesla's adoption of this technology [7]. Group 3: Qingyan Electronics' Position - Qingyan Electronics has demonstrated three core advantages: deep technical roots from Tsinghua University, strong industry collaboration, and leading scale validation with the first fully automated dry electrode production line of 0.1 GWh launched in April 2025 [8]. - The company has achieved a material discharge rate of 99.5%, significantly higher than the industry average of about 95%, which is crucial for batch stability and precision [9]. - Qingyan's second-generation equipment has improved the uniformity of film density, targeting a fluctuation control of 0.3%, which is a leading level compared to wet coating machines [10]. Group 4: Market Trends and Future Outlook - The demand for dry process technology is particularly strong among automotive manufacturers, driven by cost considerations and the influence of companies like Tesla [22]. - The market for dry process technology is expected to grow, with both new production lines and retrofitting of existing wet lines being viable options, although the immediate focus is on new capacity [23]. - The anticipated timeline for large-scale industrialization of dry electrode technology is set for 2027, marking a pivotal year for the industry [24].