Industry Overview - The lithium battery industry is entering a new high prosperity cycle, with equipment companies reporting new signed and backlog orders exceeding 30 billion yuan in the first half of 2025, reflecting a year-on-year growth rate of 70% to 80% [2][3] - The expansion cycle in the battery sector has fully commenced, indicating robust growth prospects for the industry [2] Company Highlights - Liyuanheng will attend the conference and deliver a keynote speech, showcasing its breakthroughs in lithium battery intelligent equipment [3] - In the first half of 2025, Liyuanheng invested 156 million yuan in R&D, accounting for 10.22% of its revenue, which supports its technological innovation [3] - The company achieved a net profit of 33.41 million yuan, successfully turning a profit, with a comprehensive gross margin increase of 2.64 percentage points [3] - Liyuanheng's operating cash flow reached 224 million yuan, indicating improved operational quality [3] - The company experienced a tenfold increase in order amounts in the intelligent warehousing sector and secured significant orders in emerging fields such as AI computing power servers [3] - Liyuanheng is making steady progress in expanding its overseas market, with its production base in Poland achieving localized production [3] Event Details - The 2025 (15th) High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen Qianhai [2][4] - The event will include the 15th anniversary celebration and the High-tech Golden Ball Award ceremony, along with the release of a blue paper and themed sessions addressing industry concerns [3]

届时，蓝固新能源 研究院院长 周龙捷博士 将在 本届年会 上发表主题演讲 ，分享企业在固态电池电解质研发、量产及应用中的关键成果与实践路 径，为行业同仁提供参考。 不仅掌握氧化物固态 电解质合成与量产、 硫化物放大试验等关键技术，更达成氧化物固态电解质千吨级稳定量产、全固态电解质商业化出货 ，累 计申请固态电解质相关专利近200件，研发团队中硕博占比达38%，为固态电池产业化提供核心材料支撑。 在此背景下， 2025（第十五届）高工锂电年会 将于 11月18-20日 在 深圳 前海华侨城JW万豪酒店盛大启幕。 凭借在固态电池电解质领域的技术积淀与产业化实践经验，蓝固新能源深度参与产业创新交流。 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 杉杉科技、英联复合集流体、逸飞激光、华视集团、欧科工业空调、宇电自动化 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号 ...

Core Viewpoint - The article highlights the significance of the 2025 High-Performance Lithium Battery Annual Conference and the ongoing selection process for the High-Performance Golden Ball Award, which serves as a benchmark for the lithium battery industry in China, showcasing innovation and excellence in the sector [2][3]. Group 1: Event Overview - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen [2]. - The event is organized by GGII and features various sponsors, including Hai Moxing Laser and Dazhu Lithium Battery [2]. Group 2: Industry Participants - Over 160 companies are participating in the 2025 Golden Ball Award selection, which aims to recognize credible products and brands within the lithium battery industry [2]. - Notable participants include Guangdong Liyuanheng Intelligent Equipment Co., Ltd., which is recognized as a leader in lithium battery intelligent equipment [3]. Group 3: Company Highlights - Liyuanheng has established a strong market presence by partnering with top global battery manufacturers, achieving a leading market share in critical manufacturing processes [3]. - The company emphasizes technological innovation, having made significant advancements in all-solid-state battery technology and integrating AI with industrial internet to enhance production efficiency [4]. - Liyuanheng also plays a crucial role in building the industry ecosystem by providing comprehensive solutions that lower technical barriers for new entrants [4]. Group 4: Sustainability Efforts - Liyuanheng incorporates green principles into its products, achieving over 90% energy recovery efficiency with its integrated formation and capacity machine, contributing to the industry's carbon footprint reduction [5]. Group 5: Financial Performance of Other Companies - GreenMei reported a revenue of 6.467 billion yuan from its key metal resource recycling business, a 2.56% increase year-on-year, and 10.226 billion yuan from its new energy battery materials business, reflecting a 0.56% growth [7]. - Aochuang Technology, established in 2020, focuses on developing composite materials for battery safety, with a production capacity of 2 million square meters of fire-resistant materials [9]. Group 6: Innovations in Materials - Jiangsu Yinglian Composite Current Collector Co., Ltd. is developing ultra-thin composite current collectors that enhance battery energy density by 5%-10%, addressing safety concerns during short circuits [12]. - Beijing North Huachuang Vacuum Technology Co., Ltd. has introduced the eMeridian series of PVD equipment, which supports the production of high-performance composite current collectors, enhancing manufacturing efficiency and reducing costs [15].

过去十年，中国锂电池产业以惊人速度改写全球能源版图。 从装机量、成本 、 效率到技术路线，中国锂电早已成为全球新能源转型的主导力量，中国制造正以能源之名重塑世界工业秩序。 但在这幅宏伟图景的底部，仍有一道裂缝。 当锂电产业链几乎实现全环节国产化时，锂电隔膜的上游原料 —— 超高纯聚乙烯 ，却长期被日韩、美系公司垄断。 国内隔膜企业的年产能全球第一，却不得不仰赖跨洋运输的 "血液" 。 当隔膜产线高速扩张， 隔膜 原料短供、批次波动、退货无门，成为链条上极 少数仍需仰人鼻息的环节。 这是一座 总产能规划 28 万吨 / 年 超高纯聚烯烃 工 厂， 总投资 22.5 亿元 。 这一产能的释放 对 中国 锂电行业而言，它意味着一个长期存在的技术空白被补上 ——拥有自主可控、可规模化的超高纯聚乙烯供应能力。 锂电只是开始，撬动半导体、机器人与医疗的未来。 锂电强国的隐忧： 飞奔的巨人也有软肋 在当前全球锂电产业链格局中，中国已建立起规模庞大、体系完整的产业生态。 根据高工产研（ GGII ）数据， 2024 年中国锂电池总出货量达 1175GWh ，其中动力电池贡献超 780GWh ，储能电池亦达到 335GWh 。 ...

Core Viewpoint - The article highlights the rapid growth and expansion of Chuangneng New Energy in the energy storage and battery market, emphasizing the company's strategic initiatives to meet increasing demand and enhance production capacity [3][4][8]. Group 1: Market Dynamics - The energy storage market is experiencing a surge in demand, significantly impacting the battery industry landscape, with Chuangneng New Energy securing over 60GWh in new storage orders from major state-owned enterprises [3][4]. - The company is facing challenges in meeting the growing demand, necessitating urgent expansion and new capacity development [4]. Group 2: Production Capacity Expansion - Chuangneng's Yichang Phase II production capacity began construction in September, targeting 80GWh, followed by the announcement of a new 70GWh battery production base in Xiangyang [5][6]. - The Xiangyang base will focus on both energy storage and power battery sectors, producing next-generation lithium batteries with capacities ranging from 588Ah to 1000Ah [7][8]. Group 3: Technological Advancements - The latest 588Ah energy storage battery boasts a specific energy density of 190Wh/kg and a volume energy density of 419Wh/L, with an energy efficiency of 96.5% [10]. - Chuangneng has successfully iterated its product line from 280Ah to the latest 588Ah, achieving a top-five position in global energy storage battery shipments in the first half of the year [11]. Group 4: Competitive Positioning - In the power battery market, Chuangneng's installed capacity reached 1.9GWh in the first half of the year, ranking 14th, with a notable trend towards fast-charging batteries [12]. - The company aims to enhance its competitive edge with the 6C "Zhu Feng" battery, which can achieve a 600 km range with just 10 minutes of charging [12][14]. Group 5: Future Outlook - Chuangneng's chairman anticipates significant growth in the energy storage market over the next 10-20 years, with a target to reach 50 billion in storage business within three years [8]. - The company plans to expand its production capacity to over 400GWh, with total planned capacity exceeding 500GWh, while strengthening its core supply chain relationships [15][16].

暨十五周年庆典&高工金球奖颁奖典礼 倒计时21天 2025（第十五届）高工锂电年会 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 杉杉科技、英联复合集流体、逸飞激光、华视集团、欧科工业空调、宇电自动化 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 在全球能源格局震荡、供应链重塑的当下，国内锂电材料龙头湖南裕能交出一份亮眼成绩单。 公司第三季度净利润同比大增235.31%至3.4亿元，创历史次高，仅次于2022年行业景气高点。 这一业绩反弹，折射出铁锂材料价格企稳回升与高压实产品结构升级带来的"反内卷"效应。 根据湖南裕能10月28日披露的三季度报告，Q3公司实现营业收入88.68亿元，环比增长约26%；净利润环比增长61%至3.4亿元。 前三季度公司累计营收232.26亿元，同比增长46.27%；归母净利润6.45亿元，同比增长31.51%。 在行业经历两年价格回调后，裕能盈利水平的快速修复，意味着铁锂材料价格上涨已实质 ...

倒计时21天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 杉杉科技、英联复合集流体、逸飞激光、华视集团、欧科工业空调、宇电自动化 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 11月18-20日，2025（第十五届）高工锂电年会将在深圳前海华侨城JW万豪酒店启幕。 格林美董事长许 开 华博 士 将出席年会并发表主题演讲。 作为 " 城市矿山" 开发理念的先行者，格林美以 "资源有限、循环无限" 为核心使命，开创了 "废弃资源回收-核心金属提炼-镍矿等新能源材料制造- 终端应用" 的全生命周期闭环模式。 其深耕循环经济领域24年，凭借独创的废物处理体系与核心技术突破， 既筑牢资源回收根基，又布局上游镍矿等关键资源及下游电池材料业务 ，摆脱 单一依赖，成为行业技术与标准的引领者。 通过 "国内+海外" 双轮布局，格林美构建全球化产业网络，以技术输出、合资 ...

Group 1 - The core viewpoint emphasizes that many companies venturing abroad in the battery industry have yet to achieve profitability, highlighting the need for specialized knowledge in this field [2] - China's competitive advantage in the battery sector is irreplaceable, which is a key reason for the collapse of European giants and the lack of substantial progress in overseas projects [2] - Companies must carefully plan their overseas investments, considering not only cost but also the investment policies of different countries and the potential risks of insufficient power supply [2] Group 2 - The article suggests that entering foreign markets is a long-term endeavor, often spanning ten to twenty years, and warns of the instability of policies due to frequent changes in foreign governments [2] - It advises that capital investments are difficult to relocate, thus recommending a cautious approach to investment, starting with small-scale trials before gradually expanding [2]

G高工锂电修 2025年11月18-20日 深圳前海华侨城JW万豪酒店 码 上 报 名 lou 3 P 来源: CCTV对话 2025.10 激荡十五载 喷望新征程 ２０２５第十五届高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 张 雪 远景科技 董事长 中国新能源必将是中国的"第五大发 明",中国新能源技术必将推动全球更具 竞争力的低成本能源体系的建设,而且中 国正更加主动、系统地布局并推动这一进 程。就像工业革命初期,如果你给这些国 家送来100台蒸汽机,有煤炭的国家一下子 就能把工业体系搭建起来,中国的新能源 产品正处于这样的历史时刻。我们正在为 全球带来一个新的工业革命的开创世纪, 这也是中国新能源人骄傲的时代使命。 ...

Core Insights - The article emphasizes that the competition for computing power in the AI era is fundamentally about securing stable and large-scale electricity supply [5][18][19] - It highlights the structural disconnect between the exponential growth of AI computing power and the linear growth of power supply infrastructure, which poses significant challenges for the industry [4][15] Group 1: AI and Power Supply Challenges - AI computing power is experiencing explosive growth, with single-chip power consumption expected to exceed 2 kW and rack power reaching up to 600 kW or more by 2027 [9][10] - The average age of the U.S. power grid exceeds 40 years, leading to slow infrastructure upgrades and challenges in meeting the increasing power demands of AI [3][15] - High volatility in power consumption from AI workloads poses risks to data center stability and the overall power grid [11][12] Group 2: Energy Storage as a Solution - Energy storage is becoming a critical component in the power architecture for AI data centers, transitioning from a backup system to an active component [6][11] - The dual-layer energy storage strategy proposed by NVIDIA includes supercapacitors for rapid response and large lithium batteries for longer energy buffering [12] - The demand for energy storage solutions is expected to rise significantly, with companies like CATL, Huawei, and BYD emerging as key players in the market [21] Group 3: Future Projections and Industry Trends - By 2030, global data center electricity consumption is projected to reach 1500 TWh, with a 160% increase in power demand [14][17] - The article notes that the global AI competition will increasingly focus on breakthroughs in renewable energy, energy storage, and smart grid technologies [19][20] - China's "East Data West Computing" initiative aims to direct computing demands to energy-rich regions, supported by large-scale energy storage facilities [20]