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 长期以来，能量密度被视作电池技术创新的首要驱动力，然而， 高能量密度 电池体系 伴生的 安 全 风险， 则成为决定其 商业化 成败的 瓶颈 。 今年 4 月 ，中国动力电池新国标正式 发布 ， 对电池提出了 "绝对安全"的强制性标准。 工信部 亦在其《 2025 年汽车标准化工作要点》中明确要求加快固态电池等标准的研制。 这些政策 导 向均凸显了安全性的核心地位，表明 在追求更高能量密度的同时确保高安全 是 固态 电池规模化应用的先决条件。 高安全标准， 显然正 成为驱动电池技术革新的关键 因素 。 与此同时，电池 固态化 在 提升 能量密度与安全性上的 双重 潜力，正推动其应用从特定领域向 广阔的泛能源生态系统延伸。 当前，全固态电池仍在努力攻克核心技术和成本难题，而 半固态 和 ...

Battery - Jinlongyu Group has signed a procurement order for 100,000 high-energy density solid-state battery cells for drones, with the EC01 series having an energy density of 500Wh/kg [2] - TDK is accelerating the launch of its next-generation silicon-based anode battery, with plans to meet the demands of smartphone manufacturers, including Apple, with shipments expected to start soon [3] - Yihua New Energy has signed a project agreement for solid-state lithium-ion batteries in Pengze, Jiangxi, with an initial investment of 300 million yuan to build four production lines [4] Materials - Sanfu New Materials plans to invest 620 million yuan in a project for high-safety key materials for solid-state/semi-solid lithium batteries and high-frequency electronic information composite materials, with an annual production capacity of 5GWh for key materials [6] Automotive - Volkswagen Group announced that starting in 2026, all its electric vehicle models will transition to a new platform called MEB Plus, fully adopting lower-cost LFP batteries, with the ID.2 model being the first to feature this battery type [8]

摘要 攻克干法正极材料、硅碳负极等坚硬材料辊压良率低难题。 锂电池干法电极方案被提出以来，因其可替代湿法浆料涂布、干燥及溶剂回收环节，直接成膜并原纤化粘结，零污染、低成本、高能量密度（压实密度 提升显著）、长循环寿命（材料稳定性强）及高效生产（流程简化）的优势，吸引电池产业集中关注。 进入 2025，以大圆柱电池、固态电池为代表的下一代电池技术产业化节奏加快， 既为适配高能量密度的厚电极要求，又瞄准更环保、更高效生产目 标， 实现干法电池技术落地成为电池产业链上下游协同迫切目标之一。 瞄准这一目标，产业链内干法电极多元方案迸发。 干法电极若想实现自支撑结构成膜，其制备涉及两大关键 ——材料混合纤维化与辊压成膜。纤维化可通过气流粉碎、螺杆挤出、辊压开炼以及静电喷 涂实现，得到纤维化后的材料进行辊压压实。 而无论何种方案，辊压段低良率问题仍是制约干法电极产业化落地的一大痛点。相比于湿法辊压的成熟，干法辊压对设备精度、压力均匀性要求极高， 尤其是在粉体材料更硬的正极辊压上，高速辊压极易导致辊发生形变，这正是此前困扰特斯拉良久的问题。 3月， 一种X-Roll交叉辊压、双面成膜的全新辊压技术在锂电产业内亮相， 其为横 ...

Core Viewpoint - The article discusses the advancements and challenges in the electric aviation battery sector, particularly focusing on eVTOL (electric Vertical Take-Off and Landing) technology, highlighting the need for high energy density, power density, and safety standards in battery development [4][6][21]. 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: Low Altitude Economy - The low-altitude economy is experiencing a technological upgrade and accelerated commercialization, with eVTOL development moving towards certification stages [3]. - Multiple companies, including Xpeng and Eve Air Mobility, have received certification applications for their eVTOL models, indicating a shift towards a period of intensive certification issuance starting in 2026 [3]. Group 3: Battery Requirements - The electric aviation sector imposes stringent requirements on power batteries, necessitating a balance between energy density, power characteristics, and safety [6][20]. - A battery system's energy density increase from 200Wh/kg to 500Wh/kg can enhance eVTOL's effective payload by nearly 25% or double its cruising range [6]. Group 4: Company Innovations - XINWANDA has developed specialized batteries for eVTOL applications, including a 320Wh/kg energy density battery that has entered mass production [5][11]. - The company is pursuing a "forward development" strategy, focusing on both cylindrical and soft-pack solid-state battery technologies to meet the diverse needs of electric aviation [8][10]. Group 5: Technical Innovations - XINWANDA's eVTOL battery, "XIN · YUNXIAO 1.0," has achieved an energy density of 320Wh/kg and supports a wide temperature range and high cycle life [11]. - The company has also developed a second-generation product, "XIN · YUNXIAO 2.0," with a maximum energy density of 360Wh/kg and enhanced safety features [11]. Group 6: Market Outlook - The demand for eVTOLs is projected to exceed 16,000 units in China by 2030, with significant market potential for aviation-grade batteries [23]. - XINWANDA has established deep partnerships with leading eVTOL companies, positioning itself to capitalize on the emerging market opportunities [23][24].

Core Viewpoint - Company is a leading global operator in the new energy materials industry, focusing on advanced battery materials and technologies, particularly in the fields of lithium-ion and sodium-ion batteries [1]. Group 1: Product and Market Performance - In 2024, the company's ternary cathode material sales grew over 20% against the trend, with a global market share exceeding 12%, maintaining its position as the world's leading supplier for four consecutive years [10]. - The company’s high-nickel ternary cathode materials have consistently led the industry in shipment volume, showcasing significant technological advantages [5]. - The company’s lithium iron manganese phosphate (LMFP) series products achieved a sales increase of 174% year-on-year in Q1, driven by their safety and cost-performance advantages [11]. Group 2: Technological Innovations - The company has developed a new generation of low-nickel single crystal products that overcome traditional challenges in fast charging and cycle life, achieving high voltage resistance and long lifespan [9]. - The company has successfully developed a 4.5 generation ultra-high-density lithium iron phosphate material, addressing the balance between high density and high rate performance [12]. - The company has made significant breakthroughs in sodium-ion and all-solid-state battery technologies, with sodium-ion materials showing a cycle life exceeding 10,000 cycles and maintaining performance in extreme low temperatures [18]. Group 3: Production Capacity and Future Plans - The company is advancing its production capacity with a new 6,000 tons/year pilot line for sodium-ion materials expected to be operational by Q3 2025, aiming for a total capacity of 400,000 tons/year by 2030 across multiple regions [20]. - The company’s precursor production line for lithium iron manganese phosphate has commenced, with plans for a 10,000-ton capacity upgrade by 2025 [14]. - The company is also leading in the development of high-energy density lithium-rich manganese-based materials for all-solid-state batteries, with ongoing collaborations for applications in advanced fields [23].

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） 5 月 20 日， 宁德时代 在香港联合交易所主板挂牌上市（股票代码为 03750.HK ），成为继 2018 年登陆深交所创业板后，其资本化进程的又一里 程碑。 此次港股发行以 "先 A 后 H "模式推进，共发行 1.18 亿股 H 股， 发行价为 263.00 港元 / 股，募资总额约 310 亿港元（约合 40 亿美元） ，创 下近年来新能源领域港股 IPO 规模之最。 宁德时代此次港股发行采用 "仅设价格上限"的定价机制， 最终发行价较 A 股当日收盘价（ 422.99 元人民币）实现零折扣 ， 也 成为近十年来首单 定价机制创新 ， 且折价率最低的 " A+H "项目。 据悉 ，本次发行吸引了来自全球 15 个 ...

6月会议预告 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） 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 01 近 日，江苏省张家港保税区管理委员会就天齐锂业新能源材料（苏州）有限公司年产26000吨电 池级碳酸锂项目环评进行公示。 项目由天齐锂业全资子公司——天齐锂业新能源材料（苏州）有 限公司进行建设，选址江苏省苏州市张家港保税区扬子江国际化学工业园。 江苏淮安30万吨电池回收项目启动 02 02 近日，百思凯新能源（上海）有限公司正式签署总投资32亿元的"动力电池高值化利用零碳工厂项 目"，项目落地江苏淮安工业园区，标志着长三角新能源产业协同发展迈入新阶段。本项目总占地 面积380亩，建成后将实现年处理30万吨退役动力电池、年产2万吨电池级碳酸锂、10万吨再生电 池级磷酸铁的战略目标。 万润新能与宁德时代签订 ◆ 电池 ...

Core Viewpoint - Innovation is crucial for competition in the battery industry, with increasing R&D investments expected to reach 899 billion yuan by 2025 and 2154 billion yuan by 2030, highlighting the industry's focus on research and development [1][2]. Group 1: R&D Investment and Innovation Efficiency - The battery industry is experiencing a rapid pace of new product launches, but the efficiency of innovation is declining, with revenue growth lagging behind R&D investment growth [2]. - For instance, CATL's R&D investment in Q1 2025 was 4.814 billion yuan, a 10.92% increase, while its revenue was 84.705 billion yuan, growing only 6.18% [2]. - Solid-state batteries, a key innovation focus, are not expected to achieve small-scale production until 2027-2030, indicating a gap between innovation and market demand [2]. Group 2: AI Integration in R&D - AI technology is seen as a potential key to accelerating innovation in the battery sector, with companies like CATL and LG Energy actively integrating AI into their R&D processes [3]. - CATL has developed a comprehensive AI platform that combines computational centers, algorithm centers, and data centers to enhance R&D efficiency [3]. - SES AI's AI4S solution utilizes a vast molecular database to support material discovery and innovation in battery technology [4][5]. Group 3: Molecular Universe and Data Utilization - SES's "Molecular Universe" aims to transform traditional material R&D from experience-based to data-driven, significantly expanding the scope of molecular exploration [4][5]. - The platform has already cataloged 108 million molecules and is rapidly expanding towards a target of 10^11 molecules, providing a rich resource for battery innovation [6]. - The AI model within the "Molecular Universe" is trained on extensive data, ensuring high reliability and reducing the likelihood of errors in predictions [8][10]. Group 4: AI-Driven R&D Process - The "Molecular Universe" employs a closed-loop system that integrates asking questions, searching for solutions, filtering candidates, and verifying results to enhance the R&D process [10][19]. - Users can interact with the system using natural language to define problems and receive tailored recommendations for battery materials [11][20]. - The platform's capabilities allow for dynamic filtering of molecular candidates based on specific criteria, facilitating the identification of optimal solutions [14][15]. Group 5: Future Developments and Enhancements - Future versions of the "Molecular Universe" will expand the molecular database to include more organic and inorganic compounds, enhancing its applicability in battery research [26][27]. - The platform will also introduce additional properties for evaluation, such as melting point and toxicity, to provide a more comprehensive assessment of molecular suitability [26]. - SES plans to offer enterprise-level services for local deployment and joint development, further accelerating the R&D process for users [28].

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 国轩高科 建成 首条全固态电池中试线 01 在2025全球科技大会上， 国轩高科透露，其全固态电池已正式进入预量产阶段，设计产能为 0.2GWh。 大会上，国轩高科发布了多款新品，其中续航达1000公里、能量密度达到300Wh/kg 的G垣准固态电池，已向5家以上的客户送样测试，超4家客户上车测试；搭载于" 001"号样车 上、测试总里程已超过一万公里。 公司已规划建设12GWh的准固态电池产线。 此外，2024年首次亮相的金石全固态电池在今年实现了突破。材料方面，硫化物电解质的离子电 导率提升了60%，空气稳定性增强，正负极材料的克容量也取得突破。 天奇金泰阁钴业增资扩股7000万元 加码电池回收 02 天奇股份 近日宣布，全资子公司江西天奇金泰阁钴业有限公司因经营发展需要，拟以 ...

Core Viewpoint - The article discusses the competitive landscape of energy replenishment methods in the new energy vehicle sector, particularly focusing on the challenges and advancements in battery swapping and ultra-fast charging technologies [3][11]. Group 1: Battery Swapping Technology - CATL has launched a new generation of battery swapping solutions aimed at improving operational efficiency for electric heavy-duty trucks, allowing battery replacement in 5 minutes, with plans to reduce this to under 3 minutes in the future [3][6]. - The new battery swapping system is designed to address the challenges of long charging times and the need for high energy capacity in heavy-duty trucks, which are essential for logistics operations [3][5]. - CATL's battery swapping model significantly lowers the initial purchase costs for operators, as they only need to pay for battery rental and swapping services, avoiding costs related to battery degradation and maintenance [5][6]. Group 2: Market Projections and Strategies - CATL aims to establish a nationwide battery swapping network covering approximately 150,000 kilometers of major highways and provincial roads by 2030, which is expected to serve around 80% of the heavy-duty truck capacity in China [6]. - The penetration rate of new energy heavy-duty trucks has surpassed 20% and is entering a rapid growth phase, with CATL predicting that the market penetration will reach 50% within the next three years [6]. Group 3: Competitive Landscape - Other battery manufacturers, such as Guoxuan High-Tech and Huawei, are also exploring battery swapping solutions, with Guoxuan introducing a rapid swapping system and Huawei developing ultra-fast charging technologies [7][8]. - Huawei's ultra-fast charging technology, capable of delivering up to 1.5 MW of power, poses a significant challenge to the battery swapping model, as it offers a more cost-effective solution for operators [7][10]. - The competition between battery swapping and ultra-fast charging technologies is intensifying, with manufacturers showing a tendency to adopt a hybrid approach that combines both methods [10][11].