Core Viewpoint - The Chinese power battery industry has transitioned from being a component supplier to a key player in the trillion-yuan energy sector, marking a significant opportunity and necessity for sustained development [1]. Group 1 - China is currently leading the global power battery development and should avoid low-level competition in the future [1]. - The industry must promote progress through higher standards, focusing on long-life technology and battery swapping decoupling models to address user pain points [1]. - Engaging the younger generation's talent is essential for continuously delivering better products, ensuring China's long-term leadership in this industry [1].

Core Viewpoint - The collaboration between leading companies in the battery materials sector, specifically between Dangsheng Technology and Boyuan Co., marks a significant advancement in the industrialization of solid-state batteries, particularly focusing on iodine-containing sulfide solid electrolytes [3][4][18]. Group 1: Strategic Collaboration - Dangsheng Technology has signed a strategic cooperation framework agreement with Boyuan Co., a leader in fine chemicals [3]. - The partnership aims to develop key upstream raw materials such as lithium iodide and lithium sulfide, as well as sulfide solid electrolytes, indicating a strong alliance between battery materials and traditional chemical giants [4][18]. - This collaboration is seen as a major step forward in the industrialization of sulfide solid electrolytes, which are crucial for solid-state batteries [4][5]. Group 2: Technological Advancements - The introduction of iodine ions in sulfide solid electrolytes has been identified as an effective solution to enhance the interface stability with lithium metal anodes, addressing a core challenge in the industry [7][8]. - Dangsheng Technology has established a pilot production line for sulfide solid electrolytes and has achieved stable preparation of chlorine-iodine composite sulfide electrolytes, which exhibit high ionic conductivity [9]. - The collaboration with Boyuan Co. secures the supply of iodine, which is critical for the production of solid-state batteries, mitigating risks associated with resource availability [10][11]. Group 3: Industry Implications - The partnership reflects a growing consensus in the industry towards the "iodine sulfide" route for solid-state batteries, particularly for applications involving high energy density lithium metal anodes [17]. - The collaboration exemplifies the trend of integrating fine chemical processes into the lithium battery industry, highlighting the importance of specialized partnerships for technological advancement [17]. - The combined efforts of Dangsheng Technology and Boyuan Co. not only address technical challenges but also streamline supply chain bottlenecks, signaling a new phase in the commercialization of sulfide solid-state batteries [19].

Core Viewpoint - The "Three-Year Doubling" Action Plan aims to significantly enhance China's electric vehicle charging infrastructure, targeting the establishment of 28 million charging facilities and over 300 million kilowatts of public charging capacity by the end of 2027, to support the charging needs of 80 million electric vehicles [2][3][5]. Group 1: Infrastructure Development - The plan represents a pivotal shift in China's electric vehicle industry, moving from the initial "Ten Cities, Thousand Vehicles" initiative to a comprehensive infrastructure strategy that supports widespread adoption of electric vehicles [3][5]. - The goal of 80 million electric vehicles is projected to be achieved within the next 3-4 years, necessitating a robust charging infrastructure that is not merely about one-to-one vehicle-to-charger ratios but rather a networked, layered, and shared energy replenishment system [6][7]. Group 2: Key Actions - Five key actions outlined in the plan include upgrading public charging facilities, optimizing residential charging conditions, promoting vehicle-to-grid (V2G) interactions, enhancing power supply security, and improving charging operation quality [9][10][12][14][16]. - The plan aims to add 1.6 million direct current fast charging guns, including 100,000 high-power fast charging guns, and to ensure rural areas are covered with at least 14,000 direct current guns [10][12]. Group 3: Technological Advancements - The action plan emphasizes the transition from isolated charging points to a cohesive network, which is crucial for the future of electric vehicle infrastructure [8]. - The introduction of high-voltage charging ecosystems, including the construction of 100,000 high-power charging guns by 2027, is expected to drive significant advancements in battery technology, focusing on fast charging performance, cycle life, and safety [18][21]. Group 4: Market Implications - The rapid expansion of charging infrastructure is anticipated to alleviate "charging anxiety" among consumers, stabilize expectations for electric vehicle consumption, and promote the mainstream adoption of high-voltage, long-life, and high-safety batteries [27]. - The integration of electric vehicles into the energy network is expected to redefine their role from mere energy consumers to adjustable units within the energy system, enhancing overall system efficiency [22][27]. Group 5: Safety and Standards - The new national standards for electric vehicle batteries will elevate safety requirements, focusing on thermal stability and consistency under complex operating conditions, with a shift towards proactive safety measures throughout the battery lifecycle [24][26]. - Innovations in battery design and materials are being pursued to meet these new standards, with companies like CATL and BYD leading the way in developing safer and more efficient battery technologies [25][26].

Core Insights - The article highlights a significant milestone in China's lithium battery industry, with cumulative production and sales exceeding 1 TWh in the first nine months of 2025, underscoring its critical role in the global clean energy supply chain [4][5] - The growth is primarily driven by surging global energy storage demand, which offsets a structural slowdown in the domestic electric vehicle market, particularly in the passenger car segment [4][8] Production and Sales Data - From January to September 2025, China's battery production reached 1121.9 GWh, a 51.4% increase year-on-year, while sales hit 1067.2 GWh, marking a 55.8% year-on-year growth [4] - The sales structure shows a notable shift, with power batteries accounting for 786.0 GWh (73.7% of total sales), growing by 48.9% year-on-year [6] - In contrast, "other batteries," primarily energy storage batteries, saw a remarkable sales growth of 78.9%, totaling 281.1 GWh [7][8] Export Trends - In the global market, China's battery exports approached 200 GWh, reaching 199.9 GWh, a 45.5% increase year-on-year [9] - Power battery exports were 129.1 GWh, up 32.7% year-on-year, while energy storage battery exports, although lower at 70.7 GWh, experienced a growth rate of 76.3%, more than double that of power batteries [10] Domestic Market Dynamics - In the domestic market, the cumulative installation of power batteries from January to September was 493.9 GWh, reflecting a 42.5% year-on-year increase, which is lower than the overall battery sales growth, indicating impacts from inventory and export diversions [10] - The dominance of lithium iron phosphate batteries remains unchallenged, with installations reaching 402.6 GWh (81.5% market share), growing by 62.7% year-on-year [11] - Conversely, ternary battery installations declined by 7.8% to 91.2 GWh [12] Application Segmentation - Demand differentiation among vehicle types is stark, with the most rapid growth occurring in commercial vehicles, particularly pure electric trucks, which saw a 156.5% increase in battery installations [12] - Pure electric special vehicles and buses also experienced significant growth, while pure electric passenger vehicles saw a slowdown to around 35% growth, and plug-in hybrid vehicles lagged at 16% [13] Recent Monthly Trends - In September, power battery installations rebounded by 21.6% month-on-month to 76.0 GWh, with contributions primarily from pure electric passenger vehicles and trucks [14] - Total battery exports in September reached 26.7 GWh, a 28.3% year-on-year increase, highlighting the growing importance of overseas markets [16] - The average battery capacity for new energy vehicles in China reached 55.0 kWh in September, with pure electric passenger vehicles averaging 56.2 kWh [18] Market Competition - The competitive landscape is intensifying, with market shares of leading companies (CR2, CR5, CR10) declining, indicating a shift of market share from top firms to mid-tier players [18]

Core Viewpoint - The 2025 (15th) High-Performance Lithium Battery Annual Conference will focus on the rapid upgrade of the new energy lithium battery industry, emphasizing the increasing demands for precision and efficiency in manufacturing processes [3][4]. Industry Overview - The new energy lithium battery industry is experiencing accelerated upgrades, with continuous increases in the requirements for process precision and efficiency [2]. - Shenzhen Baochenxin Laser Technology Co., Ltd. (Baochenxin), a subsidiary of Chuangxin Laser, is positioned as a professional laser solution provider, focusing on technological innovation and application in the industry [2]. Event Details - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen Qianhai Huacheng [3][4]. - The conference will feature a 15th-anniversary celebration and the High-Performance Golden Ball Award ceremony, along with the release of a blue paper and themed sessions addressing industry concerns [4]. Company Contributions - Baochenxin will provide a comprehensive laser intelligent system solution for partners in the new energy lithium battery sector, covering all process segments including battery, electric drive, and electric control systems [3]. - The laser solutions offered by Baochenxin include innovative applications such as electrode scribing, surface texturing of cell casings, blue film passivation, roller cleaning, and laser welding of flat wire motors and copper wires [3].

Group 1 - The 2025 (15th) High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, at the JW Marriott Hotel in Qianhai, Shenzhen, celebrating its 15th anniversary and featuring the High-tech Golden Ball Award ceremony [1] - The conference is organized by High-tech Lithium Battery and High-tech Industry Research Institute (GGII), with various sponsors including Hai Moxing Laser and Dazhu Lithium Battery [1] - The event will include keynote speeches, a 15th anniversary celebration, the High-tech Golden Ball Award ceremony, and the release of a blue book, along with industry-focused thematic sessions [5] Group 2 - High-energy ultrasonic cavitation treatment is emerging as a core technology for dispersing micro-nano materials, offering strong dispersion capabilities, high efficiency, and low energy consumption, particularly in the lithium battery material preparation field [2] - Zhongke Leishun Intelligent Technology (Ningbo) Co., Ltd. has successfully developed ultrasonic cavitation processing equipment suitable for large-scale production, addressing industrial bottlenecks related to batch processing efficiency and operational stability [2][4] - The company has developed high-energy ultrasonic dispersion systems for both anode and cathode materials, as well as separator slurry, and is also conducting research in the field of carbon materials, including ultrasonic graphene exfoliation and carbon nanotube dispersion [3][4]

Group 1 - The 2025 (15th) Gaogong Lithium Battery Annual Conference will be held from November 18-20, 2025, at the JW Marriott Hotel in Qianhai, Shenzhen [1][3] - The conference will feature a 15th anniversary celebration and the Gaogong Golden Ball Award ceremony, along with the release of a blue paper and themed sessions addressing industry concerns [4] - Dongguan Fang'en Electronic Materials Technology Co., Ltd. is focusing on the lithium battery materials sector, developing specialized adhesive tapes to address various application pain points in cylindrical, soft-pack, and dynamic storage batteries [2][3] Group 2 - The demand for battery safety and reliability in the lithium battery industry is increasing, leading to the importance of specialized adhesive tapes as key supporting materials [2] - Fang'en Electronic's specialized adhesive tapes aim to solve issues such as short circuits caused by shaking, cell detachment, and packaging warping, and are also compatible with the development trend of solid-state batteries [2]

Group 1 - The solid-state battery is identified as the core direction of next-generation technology in the continuously upgrading new energy industry, with dry electrode technology being a key breakthrough for its industrialization [2][4] - Qingyan Electronics, established with support from Shenzhen Tsinghua University Research Institute, has achieved continuous mass production application of core powder film technology, contributing to solid-state battery R&D projects [2][4] - The company has formed joint ventures with quality enterprises in the industry to optimize core equipment performance, facilitating the transition of technology from the laboratory to actual production lines [3] Group 2 - Qingyan Electronics is recognized as an important promoter in the solid-state battery supply chain, with its developed modified binders compatible with solid electrolytes supporting improvements in battery energy density and cycle life [4] - The company will deliver a keynote speech at the upcoming 2025 High-Performance Lithium Battery Annual Conference, sharing industry insights and technological achievements [5] - The conference will also feature a 15th-anniversary celebration, the High-Performance Golden Ball Award ceremony, and the release of a blue paper, along with themed sessions addressing industry concerns [5]

Core Viewpoint - The article discusses the escalating trade tensions between the EU and China, particularly focusing on the EU's potential new policies requiring Chinese companies to transfer technology to local firms in exchange for investment opportunities in Europe [4][5][7]. Group 1: EU's Trade Policy Changes - The EU is considering a significant shift in its trade policy towards Chinese investments, which may include mandatory technology and intellectual property transfers [4][5]. - This move is seen as a response to protect European industries, especially the automotive sector, and aims to ensure that Chinese investments create jobs and facilitate technology sharing in Europe [4][7]. Group 2: Geopolitical Context - The discussion on technology transfer is part of a broader trend of the EU adopting a tougher stance on China, as evidenced by recent proposals to impose tariffs on steel imports and the Dutch government's takeover of a Chinese-controlled semiconductor manufacturer [8][10]. - European officials are increasingly concerned about supply chain security amid geopolitical risks, particularly in light of China's new export control regulations affecting critical materials [9][10]. Group 3: Strategic Resource Concerns - The article highlights Europe's vulnerability regarding its dependence on Chinese rare earth materials, with countries like Germany and Turkey relying on China for 91% and 93% of their imports, respectively [10][11]. - The inclusion of lithium battery materials and production equipment in China's export controls signifies the strategic importance of the lithium battery industry, elevating it to a level comparable to that of rare earths [11]. Group 4: Global Market Implications - The ongoing trade tensions are creating uncertainty in global markets, with potential implications for supply chain restructuring and investor sentiment [12][13]. - The upcoming APEC summit may provide insights into whether these trade frictions are merely short-term negotiation tactics or indicative of a longer-term structural shift in global trade dynamics [12][13].

2025年11月18-20日 深圳前海华侨城JW万豪酒店 码 上 报 名 来源：彭博《商业周刊》2025年第11期 2025.07 激荡十五载 瞭望新征程 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 G高工锂电修 曾毓群 博士 宁德时代 董事长 宁德时代已是业界第一,但这个第 一是"虚"的。真正的行业领先者,必须 内外双修,现在的我们还不够Solid(扎 实）。Solid的第一,是要达到行业内只 有CATL和"其他"之分的境界。要实现 这一点,所有电化学最重要的基础理论, 我们都得重新研究,再在此之上把电池工 程做好。现有的电化学理论基于"平板电 极",可电池本质是"粉末",所以建立 全新粉末电化学理论势在必行。 ...