Core Viewpoint - The article highlights the strategic shift of Nord Co., Ltd. towards high-precision electronic circuit copper foil in response to the growing demands of the AI industry, positioning itself as a key player in the AI infrastructure market [5][6][23]. Group 1: Company Overview - Nord Co., Ltd. has over 30 years of technical accumulation in the copper foil sector, initially gaining prominence in lithium battery copper foil [4]. - The company is transitioning from traditional industrial copper foil to high-precision electronic circuit copper foil to meet the surging demand from the AI industry [4][6]. Group 2: Market Dynamics - The AI industry's explosion is driving significant upgrades in PCB and packaging technologies, which in turn is pushing the demand for upstream copper foil materials [7]. - The global PCB market is projected to grow by 12.8% to reach $82.987 billion by 2025, with AI servers, high-speed networks, and satellite communications as key growth drivers [7]. Group 3: Product Development - Nord has launched a comprehensive range of electronic copper foil products tailored for AI applications, including NE-RTF and NE-HVLP series, which are designed to meet the high-frequency, low-latency requirements of AI servers and advanced packaging [9][10]. - The NE-HVLP3 product has achieved mass production, while NE-HVLP4 is in the customer validation phase, aiming to further reduce surface roughness and signal transmission loss [10][11]. Group 4: Technological Advancements - The company employs advanced techniques such as low-profile grain control and nano-copper growth to enhance the performance of copper foil under high-temperature and high-frequency conditions [16][17]. - Nord's products have passed rigorous testing, demonstrating excellent heat resistance and signal integrity, which are critical for low insertion loss and high reliability [17]. Group 5: Strategic Collaborations - To enhance its technological capabilities and ecosystem, Nord has signed strategic cooperation agreements with various companies to strengthen collaboration from R&D to mass production [19][22]. - The company is focused on achieving domestic substitution in high-end electronic copper foil, aiming to match international performance standards [6][23].

Core Viewpoint - The article highlights the upcoming 2025 High-Performance Lithium Battery Annual Conference and the Golden Ball Awards, emphasizing the event's significance in recognizing innovation and excellence in the lithium battery industry [2][3]. Group 1: 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 [2]. - The event is organized by GGII and features various sponsors, including Hai Moxing Laser and Dazhu Lithium Battery [2]. - The Golden Ball Awards, often referred to as the "Oscars of the lithium battery industry," aims to recognize credible products and brands within the sector [2]. Group 2: Participating Companies - Over 160 companies are participating in the 2025 Golden Ball Awards evaluation, showcasing the industry's growth and competitiveness [2]. - Notable participants include Ruipu Lanjun, a subsidiary of Qingshan Industry, which focuses on lithium-ion battery solutions for electric vehicles and energy storage [3][4]. - Other companies mentioned include Xingheng Power, Zhongke Shenlan Huize, Shandong Fengyuan Lithium Energy, and Sichuan GCL Lithium Battery, each contributing to various aspects of the lithium battery supply chain [6][9][11][18]. Group 3: Company Highlights - Ruipu Lanjun is projected to reach a total production capacity of 90 GWh by 2025, with significant achievements in energy storage and power battery shipments [3][4]. - Xingheng Power has established a global presence with manufacturing bases in Hungary and Indonesia, and has a strong patent portfolio in lithium battery technology [6]. - Zhongke Shenlan Huize specializes in solid-state battery technology, achieving high energy density and safety standards [9][10]. - Shandong Fengyuan Lithium Energy plans to increase its production capacity of lithium battery cathode materials significantly by 2025 [11]. - Sichuan GCL Lithium Battery has developed an environmentally friendly production process for lithium iron phosphate materials, aiming to capture a larger market share [18].

Core Viewpoint - The article highlights the increasing importance of intellectual property (IP) protection in the lithium battery industry, emphasizing that it has transitioned from a "soft constraint" to a "high-pressure line" that companies must adhere to [5]. Group 1: Legal Cases and Consequences - Tian Nai Technology's three former employees were sentenced to prison for violating trade secrets, with sentences ranging from three years and six months to three years and nine months, along with fines between 300,000 and 500,000 RMB [6]. - The court found that one of the employees took confidential documents related to the company's core catalyst formula upon leaving the company [7]. - The misuse of these trade secrets led to the public disclosure of Tian Nai's core technology, impacting the subsequent employment of the involved individuals [8]. Group 2: Industry Trends and Responses - The lithium battery materials industry has seen a rise in trade secret infringement cases, with judicial penalties becoming more severe and protective measures more diverse [10]. - Tian Zhi Materials also faced a similar case where former employees disclosed production processes to competitors, resulting in prison sentences and a civil lawsuit seeking damages of up to 887 million RMB [11]. - The complexity of IP disputes in the industry is highlighted by counterclaims, such as Yongtai Technology suing Tian Zhi Materials for defamation [11]. Group 3: Shift in Industry Perspective - The series of landmark cases indicates a growing recognition and protection of intellectual property within the lithium battery materials sector [12]. - Tian Nai Technology has integrated IP protection into its core business strategy, establishing a comprehensive protection system [13]. - The industry is moving away from relying on technological shortcuts, recognizing that IP is essential for maintaining competitive advantages and market order [14][15].

锂 申行业经 历 了 几轮 周 期 的 波 动 , 智能装备企业在不同的阶段应采取不同的 发展策略。在上升周期,要抓住机遇,快 速发展;在回调周期,企业既要"守"得 住基本面,更要跨周期布局,为下一个周 期的发展做好准备。锂电行业是一个具有 广阔发展前景的行业,但同时也面临着技 术迭代快、市场竞争激烈等挑战。智能装 备企业只有坚持长期发展主义,才能在行 业中保持优势,持续领先。 付文辉 思客琦 董事长 来源: 2024高工锂电年会 2024.12 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 I 90 3 . 码 上 报 名 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 ...

Group 1 - The core viewpoint emphasizes that integrating artificial intelligence into the equipment industry is essential for future breakthroughs and efficiency improvements [2] - The company has a clear plan to advance the application of artificial intelligence in equipment, aiming to ultimately establish fully automated factories [2] Group 2 - The event mentioned is the 15th anniversary celebration of the high-tech lithium battery industry, scheduled for November 18-20, 2025, at the JW Marriott Hotel in Shenzhen [4][6]

今年以来，锂电行业迎来供应链的深度洗牌，各环节通过黏性更强的深度绑定，开启新一轮的较量。 对于电池企业而言，稳定的材料供应是保障其出货的关键。对于材料企业而言，随着今年动力、储能电池的持续放量，碳酸锂价格迎来一定涨幅，提 前锁定头部企业订单，不仅有利于利润修复，还可对抗未来风险。 继 4 月与比亚迪签订 3 年长订单后，丰元股份子公司丰元锂能近日与楚能新能源签署了 3 年 10 万吨磷酸铁锂订单。 从行业热情来看，今年 TOP10 储能电池企业产能利用率达 80% ，部分企业接近 90% 。电池企业满产满销，带动材料端需求。 高工产研（ GGII ）数据显示， 2025H1 中国磷酸铁锂（ LFP ）材料（含磷酸锰铁锂材料）出货量 161 万吨，同比增长 68% 。 随着大订单的导入，丰元锂能在第三季度已实现满产运行。叠加此次楚能新能源签订的 3 年长订单，丰元锂能将持续释放枣庄、安庆、玉溪三大基 地产能， 有望在 2025 年底形成 31.5 万吨总产能，备战未来动、储市场大需求。 电池企业高产能利用率 带动材料企业亏损收窄 上半年，锂电市场景气度较高，订单饱满。动力市场， 2025H1 磷酸铁锂电池装机量 ...

Industry Overview - The power bank market is undergoing a "safety reshuffle" due to multiple incidents of product combustion and explosions, leading to tighter regulations and large-scale recalls, shifting the industry focus from "price competition" to "quality and safety" [4][5] - The government is drafting mandatory safety testing standards for mobile power supplies, which may include stricter requirements for overcharging, puncture, compression, and thermal abuse, with puncture testing being a core requirement [4] Company Developments - Mobile power companies are accelerating partnerships with leading battery manufacturers to drive technological iterations in consumer battery systems [5] - Huawei's 100W 12000mAh power bank uses battery cells from ATL, which has entered the mobile power market and signed a strategic cooperation agreement with Anker Innovation to supply high-energy density lithium-ion cells [6][7] - Another leading battery manufacturer, EVE Energy, is also expanding its presence in the market, with its cells being adopted by brands like vivo and Meituan [8] Supplier Changes - Brands such as Baseus and Ugreen have publicly stated that they no longer use Amperex Technology Limited (ATL) cells, switching to suppliers like Lishen and EVE Energy [9] Technological Innovations - Some battery manufacturers are introducing new technologies such as "solid-state" and "non-flammable electrolytes" to enhance safety features in mobile power supplies, emphasizing attributes like puncture resistance and fire prevention [10] - Xinwangda has launched a solid-state safety battery solution that significantly improves abuse performance, with internal data showing a puncture test pass rate increase from 0% to over 80% [10] - Penghui Energy has introduced the Secu series semi-solid batteries, which utilize non-flammable electrolytes and ceramic separators to suppress thermal runaway, achieving fire and explosion resistance during puncture tests while maintaining fast charging performance and cycle life [10]

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 倒计时23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 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） 2025高工金球奖年度评选活动正在火热进行中。见证中国锂电产业起伏升级，高工金球奖一直以来是前瞻锂电行业发展的风向标。 被誉为"锂电行业奥斯卡"的高工金球奖，自2013年起已成功举办12届。高工金球奖旨在由业界共同推荐、评选行业中具有公信力的产品和企业品 牌，以激励行业技术创新，激发企业争做第一品牌的精神。 目前，锂电产业链已有超160家企业参与2025金球奖评选（ 戳此查看：2025高工金球奖评选细则 ），现将参评企业名单公示（以下排名不分 先后，后续将持续分批更新）如下： 卫蓝 新能源 北京卫蓝新能源科技股份有限公司成立于2016年，总部位于北京房山，是中国科学院物理研究所 ...

Core Viewpoint - The sodium-ion battery market, particularly in the start-stop segment, is entering a stable and orderly development phase, driven by leading companies and new product launches [2][4][10]. Market Overview - The sodium-ion start-stop market is primarily focused on automotive and motorcycle applications, with significant growth expected as more companies enter the space, including traditional lead-acid battery manufacturers and new sodium-ion players [2][4]. - By 2024, the demand for start-stop batteries in China's passenger vehicle market is projected to exceed 90 million sets annually, with a total global market exceeding 100 GWh [8][9]. Product Development - Notable new products in the sodium-ion start-stop battery segment include offerings from companies like Ningde Times, TianNeng, and others, with over 10 new models launched this year [2][9]. - The Ningde Times "Sodium New" integrated battery has already entered mass production and is being utilized in vehicles such as those from FAW Liberation [2][4]. Technological Advancements - The sodium-ion batteries are being positioned as a viable alternative to lead-acid batteries due to their higher energy density, longer lifespan, and lower total lifecycle costs, with reports indicating a 61% reduction in lifecycle costs compared to traditional lead-acid batteries [5][6]. - The technology is particularly suited for cold weather and high-demand applications, making it attractive for cost-sensitive markets [6]. Industry Standards - An international standard proposal for 12V sodium-ion batteries for automotive start-stop applications has been approved, indicating a move towards formalizing industry standards [4]. Future Projections - The penetration rate of sodium-ion batteries in the start-stop market is expected to exceed 30% by 2030, supporting an estimated 20 GWh in shipments [10].

倒计时24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） 本周，固态电池产业链出现两项值得关注的进展：卫蓝新能源拿下40亿元储能订单，加速固态电池的商业化落地；清陶能源在硫化物固态电解质体 系上实现大幅降本，推动技术从实验室向产业化迈进一步。 中国固态电池产业加速从"验证期"迈入"应用与降本并进"的关键阶段。 10月下旬，卫蓝新能源与陕西林业产业集团拟定在山东淄博成立合资公司——山东云石卫蓝新材料有限公司，专注于固态电池、储能电池及BMS系 统的研发和制造。首条生产线投资约12亿元。 陕林集团旗下国海（天津）贸易有限公司与卫蓝同步签署了4GWh固态电芯及储能装备采购协议，合同金额约40亿元，为公司公开可查的最大规模 金额订单。 截至目 ...