倒计时26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） 负极材料市场正在持续升温。 近期部分负极企业启动订单涨价，石墨化环节产能利用率提升，显示出 "量价共振"的早期迹象。虽然距离全面涨价仍有距离，但产业链的紧张感正 在加深。 产业链消息显示，近期部分 负极外协加工 订单涨价 2000~3000 元 / 吨，部分客户涨价已落地，预计第四季度将进一步向核心客户延伸。 与此同时，多家头部负极企业订单饱满，正加紧寻求外协产能以缓解生产压力。 有数据指出 ，国内石墨化总产能 超 47 0 万吨， 负极材料一体化与委外代工石墨化两者之间，内部缓冲空间很大，僵持是石墨化供需状态的常态 即使需求明显回升，整体仍未达到饱和，这也是目前涨价尚未形成普 ...

Core Viewpoint - The article highlights the evolution of China's power battery industry over the past fifteen years, emphasizing its growth from inception to becoming a global leader, and anticipates new challenges and opportunities in the next fifteen years, particularly in the context of electrification and energy system transformation [2][3]. Industry Overview - The Chinese power battery industry has transitioned from a nascent stage to a robust sector, becoming a representative of China's manufacturing capabilities on the global stage [2][3]. - The upcoming fifteen years are expected to bring new applications, technological innovations, and business model developments, indicating a shift in the industry landscape [2][3]. Globalization Challenges - The article discusses the importance of globalization for the Chinese lithium battery industry, focusing on the need for companies to integrate into the global market and develop international operations [3]. 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, marking the fifteenth anniversary of the event [2][4]. - The conference will feature over 1,000 companies from the lithium battery supply chain and will include various forums and award ceremonies [4][6]. Agenda Highlights - The conference will cover a range of topics, including advancements in solid-state batteries, AI-driven transformations in the battery industry, and innovations in battery materials and manufacturing processes [6][7][8]. - Specific sessions will address the challenges and strategies for achieving full electrification, the development of new battery technologies, and the implications of global supply chain dynamics [6][7][8]. Awards and Recognition - The event will also host the High-Performance Golden Ball Awards, recognizing outstanding contributions and innovations within the lithium battery industry [4][9].

制造业必须提前3年布局。当同行 还在追求铜箔薄度时,德福科技已洞 察到电池快充、硅负极技术对铜箔强 度的新需求。2023年行业调整期,德 福科技已成为国内唯一实现万吨级高 强度铜箔量产的企业,产品延伸率同 步提升15%。如今铜箔产业已从传统 行业转变为技术密集型产业,德福科 技的成功,不仅源于科技创新,更在 于具备穿越周期的战略远见。 来源: 江西日报 2025.07 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 罗佳 博士 德福科技 总裁 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 ...

Core Insights - China's diaphragm production accounts for 90% of the global market, supported by the fact that China also holds 70% of the global battery market, indicating a strong domestic foundation for future growth [1] - The growth rate in the Chinese market is expected to slow down as it has already experienced a phase of rapid expansion, leading to a long-term state of homogenization with limited profit margins [1] - The overseas market presents significant profit opportunities, but companies must establish overseas operations and meet international quality standards to capitalize on these opportunities [1] Market Dynamics - The future growth direction suggests that while the Chinese market will continue to expand, the pace will decelerate due to previous high growth rates [1] - The competitive landscape in China is likely to remain saturated, which will constrain profitability for domestic players [1] - Strategic planning and early investments in overseas markets are crucial for determining future success and market positioning [1]

Core Viewpoint - The article highlights the successful launch and sales performance of Li Auto's i6 model, indicating a strategic shift towards the pure electric vehicle market while maintaining its presence in the extended-range vehicle segment [3][4][6]. Group 1: Product Launch and Sales Performance - Li Auto's i6, launched in September, achieved significant sales during the National Day holiday, with 23,000 units sold, marking a successful entry into the competitive pure electric SUV market [3][4]. - The i6 is positioned to compete with popular models like Xiaomi's YU7 and Tesla's Model Y, targeting a substantial user base in the 200,000 to 300,000 price range for pure electric SUVs [3][4]. - The entire production capacity for the i6 for 2025 has been sold out, with a new order delivery period of 13-16 weeks, which is faster than competitors [3][4]. Group 2: Technical Specifications and Innovations - The i6 features a 5C lithium iron phosphate (LFP) battery and an 800V high-voltage architecture, allowing for a rapid charging capability of 500 kilometers in just 10 minutes [4][5]. - Li Auto has partnered with CATL and Sunwoda to develop advanced battery technologies, including a joint venture focused on lithium-ion battery production [4][5]. - The article emphasizes the safety and performance of the i6's fast-charging battery, which meets and exceeds new national standards [5][6]. Group 3: Industry Trends and Future Outlook - The article notes a growing trend in the industry towards high-performance fast-charging solutions, with many battery manufacturers announcing advancements in LFP battery technology [5][6]. - Li Auto plans to establish 4,000 supercharging stations by the end of 2025, having already built 3,200 stations, positioning itself as a leader in charging infrastructure [5][6]. - The shift towards pure electric vehicles is supported by declining raw material prices and technological advancements, enhancing the overall user experience and cost-effectiveness of electric vehicles [6].

Core Viewpoint - The article discusses the implications of China's export controls on lithium batteries and related materials, highlighting the potential for increased supply chain friction and financial pressure on companies in the lithium battery industry. It emphasizes the evolving geopolitical landscape and its impact on global supply chains, particularly in the context of AI-driven demand for energy storage solutions. Group 1: Export Controls and Supply Chain Impact - In October 2025, the Ministry of Commerce announced export controls on lithium batteries exceeding 300Wh/kg and related materials, introducing an uncertain administrative review process that could last up to 45 working days [2][3] - The 45-day potential delay poses significant risks for buyers, threatening production line continuity and forcing them to pay premiums for delivery certainty or seek alternative suppliers [4] - For sellers, the delay creates cash flow pressures, as the capital-intensive lithium battery industry faces challenges in revenue recognition and cash flow synchronization [5][6] Group 2: Policy Evolution and Strategic Control - The new regulations represent a deeper enforcement of previous controls on natural graphite, now including synthetic graphite, indicating a strategic shift towards controlling the entire supply chain of anode materials [7][8] - This evolution reflects a mature strategic thinking from reactive measures to proactive construction of a systematic control framework for critical materials [9] Group 3: AI Demand and Lithium Battery Market - The article highlights the intersection of AI demand and lithium battery needs, noting that AI's growth will require substantial investments in hardware, including energy storage solutions [20][21] - The demand for data center energy storage is projected to grow significantly, with estimates indicating a rise from 10GWh in 2024 to 300GWh by 2030, representing a compound annual growth rate of 76.3% [23][24] Group 4: Financial Risks and Market Dynamics - The article raises concerns about the financial risks associated with the AI investment boom, particularly the reliance on debt financing and the uncertainty of returns on capital expenditures [27][29] - It discusses the potential for an "AI bubble" and its implications for the lithium battery sector, emphasizing that any disruption in AI investment could adversely affect the demand for lithium batteries [37][63] Group 5: Geopolitical Tensions and Supply Chain Reconfiguration - The article notes a shift in major global companies towards "de-risking" their supply chains, moving away from reliance on Chinese manufacturing for critical components [41][42] - This reconfiguration is driven by geopolitical risks and reflects a broader trend of companies reassessing their supply chain strategies in light of increasing tensions [49][50] Group 6: Investment Trends and Market Shifts - Investment flows are changing, with a notable decline in new electric vehicle projects in Europe, while investments are shifting towards Southeast Asia, which presents both opportunities and risks [58][60] - The article suggests that the fragmentation of trade and investment strategies is reshaping the landscape for companies in the lithium battery and electric vehicle sectors [61][62]

Core Viewpoint - The article highlights the recovery of the lithium battery mineral resource industry, with Huayou Cobalt's performance indicating a positive trend in the sector, driven by both market demand and strategic resource positioning [2][3]. Industry Overview - In Q3 2025, Huayou Cobalt reported a revenue of 58.941 billion yuan and a net profit of 4.216 billion yuan, marking year-on-year increases of 29.57% and 39.59% respectively, signaling a recovery in the lithium battery mineral resource sector [2]. - The company signed a long-term contract with LG Energy for 164,000 tons of ternary materials over five years, reflecting the growing importance of lithium battery mineral resources in the supply chain [5]. Resource Supply Dynamics - The global cobalt supply has been disrupted by export bans from the Democratic Republic of Congo, leading to a spike in domestic cobalt prices, which reached 390,000 yuan per ton [3]. - Huayou Cobalt's integrated model of "overseas resource development - local smelting - downstream material manufacturing" is becoming a common strategy among leading companies to mitigate price risks and enhance market position [3][10]. Market Demand Trends - The demand for ternary materials is recovering, with shipments increasing by over 20% year-on-year to 580,000 tons in the first three quarters of 2025, driven by expanding end-user applications [7]. - Emerging sectors such as AI robotics and low-altitude aircraft are increasing the demand for cobalt and nickel resources, alongside the acceleration of solid-state battery commercialization [4]. Strategic Resource Positioning - Companies are increasingly favoring regional resource layouts, establishing production bases in mineral-rich areas like Indonesia and Africa to reduce costs and comply with international trade regulations [8]. - Huayou Cobalt's investment in Hungary for cathode material production exemplifies the integration of mineral processing with downstream applications to meet European battery market demands [9]. Profitability Shifts - Industry profits are gradually shifting towards companies with integrated resource capabilities, as lithium prices stabilize and the profit margins in upstream lithium resources diminish [10]. - The overall recovery in the lithium battery mineral resource sector is reflected in the performance of multiple domestic nickel and cobalt resource developers [11]. Future Outlook - The strategic value of cobalt and nickel resources is expected to rise further with the acceleration of solid-state battery development and the expansion of resource demands in emerging fields [11]. - The competition for mineral resources is likely to drive the industry towards more intensive resource utilization, global layouts, and deeper collaborations, marking the beginning of a new cycle in the lithium battery mineral resource sector [12].

Core Viewpoint - The 2025 (15th) High-tech Lithium Battery Annual Conference will focus on advancements in laser technology for lithium battery manufacturing, particularly the shift towards high-power green laser solutions to improve production efficiency and quality [6][7]. Group 1: Event Details - The conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Qianhai, Shenzhen [2][6]. - The event is organized by High-tech Lithium Battery and GGII, with various sponsors including Hymson and Dazhu Lithium [2][6]. Group 2: Industry Challenges and Solutions - Traditional infrared lasers face challenges such as low absorption efficiency and the production of burrs when processing high-reflectivity materials like copper, which affects the quality and yield of battery cell welding [3]. - The industry is moving towards pulse green lasers, which have higher absorption rates for copper materials, addressing the limitations of traditional methods [4]. Group 3: Technological Advancements - Gongda Laser is a pioneer in high-power fiber green laser sources, leading the way in integrating green laser technology into lithium battery manufacturing [5]. - In 2025, Gongda Laser will launch a 500W class high-energy nanosecond pulse green laser, increasing single pulse energy to 600μJ while reducing the output head size by 50% [7]. - This new laser technology has successfully overcome challenges related to burr formation in the cutting of stacked negative electrodes and has achieved significant breakthroughs in the efficiency and yield of cylindrical electrode die-cutting and copper foil micro-hole processing [7].

Core Insights - The 15th High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen, marking a significant event in the lithium battery industry [2][8]. Group 1: Event Details - The conference is organized by High-Performance Lithium Battery and GGII, with various sponsors including Hai Moxing Laser and Dazhu Lithium Battery [1]. - The event will feature keynote speeches from industry leaders, including Dr. Liu Jincheng, Chairman of EVE Energy, who will share insights on the industry's development [3][8]. Group 2: Industry Insights from Liu Jincheng - Over the past five years, Dr. Liu has provided valuable insights at the annual conference, addressing key industry challenges and opportunities [5]. - In 2020, he emphasized the importance of safety and collaboration within the supply chain [6]. - In 2021, he highlighted the global expansion of the Chinese lithium battery industry and the need to maintain product quality and customer service [6]. - In 2022, he noted the strengthening of the global renewable energy market and China's leading position in the complete supply chain [6]. - In 2023, he identified technological research and quality management as critical factors in addressing overcapacity issues [6]. - For 2024, he advocated for a long-term approach to the lithium battery sector, emphasizing innovation as a key to navigating industry cycles [6][8]. Group 3: Future Outlook - The year 2025 is seen as a pivotal point for the lithium battery industry, transitioning towards globalization, high-end development, and ecological sustainability [8]. - The conference aims to provide strategic references for high-quality industry development, inviting industry peers to explore sustainable growth pathways [8].

Group 1 - The core viewpoint is that the lack of respect for intellectual property rights in the lithium battery materials industry is a significant factor contributing to intense competition and price declines, leading to profitability challenges for material companies [1] - The competition in the electrolyte sector has concluded, with electrolytes no longer being scarce; shortages are now limited to raw materials, indicating that companies solely producing electrolytes face bleak prospects [1] Group 2 - The article references the 2024 High-Performance New Energy Materials Industry Conference, highlighting ongoing developments and discussions within the industry [2] - The 2025 15th High-Performance Lithium Battery Annual Conference is mentioned, indicating a significant event for the industry, scheduled for November 18-20, 2025, in Shenzhen [5]