Core Viewpoint - The 2025 High-tech New Energy Materials Industry Conference aims to explore new materials, new dynamics, and new ecosystems in the energy sector, focusing on the evolving landscape of battery materials and their applications [1]. Group 1: Conference Overview - The conference is organized by High-tech Lithium Battery, High-tech Energy Storage, and High-tech Industry Research Institute (GGII) [1]. - It will take place from July 8 to 9, 2025, in Chengdu, Sichuan, at the Yang'an New City Conference Center [1]. Group 2: Key Sessions and Topics - The opening ceremony will feature speeches from industry leaders, including Zhang Xiaofei, Chairman of High-tech Lithium Battery, and representatives from local governments [2]. - Key topics include the transformation of battery materials under diverse demands, the industrial application of composite conductive fluids, and the collaborative development of materials, processes, and equipment [3]. Group 3: Specialized Sessions - On July 9, specialized sessions will cover new material applications in lithium batteries, advancements in negative electrode materials, and alternative solutions for lithium battery binders [4]. - Discussions will also focus on the challenges in the industrialization of new materials and strategies for balancing energy efficiency, cost, and supply chain security [4][5]. Group 4: Innovation and Sustainability - The afternoon session will address how equipment companies can adapt to new material processes and the innovative technologies for battery recycling and resource circularity [5]. - A roundtable discussion will explore the role of equipment innovation in driving the development of new energy materials and achieving zero-carbon manufacturing [5].

Core Viewpoint - The article highlights the significant evolution of China's power battery industry over the past 15 years, marking its transition from inception to a global leader, and anticipates new challenges and opportunities in the next 15 years, particularly in globalization and technological innovation [2][4]. Group 1: Industry Development - The Chinese power battery industry has grown from a nascent stage to a robust sector, becoming a representative of China's manufacturing capabilities on the global stage [2]. - The industry is expected to enter a new phase starting in 2025, characterized by deeper integration into global markets and the emergence of international enterprises [2][4]. - The article emphasizes the importance of new application scenarios, technological advancements, and innovative business models in shaping the future of the industry [2]. Group 2: 15th Anniversary Activities - To commemorate its 15th anniversary, the company plans a series of activities under the theme "Stirring 15 Years, Looking Ahead to a New Journey," which includes dialogues with over 100 industry representatives [4][5]. - The activities will take place from March to December 2025 and will involve research visits, video interviews, in-depth reports, and an industry gala [5]. - The anniversary will also feature discussions on the successes and failures of the past 15 years, as well as the opportunities and challenges that lie ahead [10][11]. Group 3: Future Outlook - The article outlines a roadmap for the next 15 years, focusing on technological breakthroughs such as solid-state batteries and sodium-ion batteries, as well as the expansion into various application scenarios [13]. - It highlights the need for a strategic approach to globalization, including overseas manufacturing and technology exports [13]. - The upcoming industry gala will gather over 1,000 participants to reflect on the past and explore new opportunities and challenges in the evolving landscape of the lithium battery industry [15].

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference aims to explore new materials, new dynamics, and new ecosystems in the energy sector, highlighting the importance of innovation and collaboration in the battery materials industry [1]. Group 1: Conference Overview - The conference is organized by High工锂电, High工储能, and High工产业研究院 (GGII) and will take place from July 8-9, 2025, in Chengdu, Sichuan [1]. - The event will feature key speeches from industry leaders, including the chairman of High工锂电 and representatives from local governments [2]. Group 2: Key Topics and Sessions - The opening session will focus on the changing landscape of battery materials driven by diverse demands, with discussions on the industrialization of composite conductive fluids and lithium-rich manganese-based cathode materials [3]. - A roundtable discussion will address the differentiation of material requirements in new scenarios and the collaborative models necessary for accelerating industrialization [3]. Group 3: Specialized Sessions - The morning of July 9 will include specialized sessions on new material applications, featuring insights on lithium battery new material applications and the production progress of next-generation anode materials [4]. - Topics will also cover the challenges faced by aluminum foil companies in response to diverse battery demands and the development of alternative solutions for lithium battery binders [4]. Group 4: Networking and Collaboration - The conference will provide opportunities for networking, including a closed-door dinner for deeper discussions among industry leaders [3][4]. - The event aims to foster collaboration between new materials and the broader energy sector, emphasizing the need for synergy in development trends and industrial partnerships [4].

Core Viewpoint - The article highlights the rapid expansion of China's lithium battery industry into Southeast Asia, driven by the need for new growth opportunities and independent pricing power amid domestic competition and geopolitical complexities [1][4][6]. Group 1: Project Launches - Three major lithium battery projects were launched in Southeast Asia within three days, marking a significant step for Chinese companies in establishing a complete ecosystem from upstream materials to downstream automotive applications [1][4]. - A joint venture project in Indonesia, involving CATL and local enterprises, has a total investment of $6 billion and is expected to support the production of batteries for 300,000 electric vehicles, contributing approximately $42 billion to Indonesia's GDP annually [2][4]. - Starpower Materials has officially commenced production at its ASEAN base in Malaysia, with an investment of nearly 5 billion RMB and an annual capacity of 2 billion square meters, aiming to become a leading manufacturer in the field [2][4]. Group 2: Industry Expansion - The expansion in battery manufacturing is particularly notable, with companies like EVE Energy and others announcing new production capacity in Malaysia, Thailand, and Indonesia [5]. - Upstream material companies are also accelerating their investments, with projects in lithium iron phosphate and electrolyte production being established in Indonesia and Malaysia [5]. - By 2026 and 2027, major lithium battery materials will achieve localized production in Southeast Asia, enhancing the region's supply chain capabilities [5]. Group 3: Strategic Considerations - The current wave of overseas expansion is driven by companies seeking independent pricing power and higher profit margins, as indicated by Starpower Materials' management [6]. - Companies are integrating local resources, such as nickel, to create a comprehensive production system from mining to materials, exemplified by CATL and Ganfeng Lithium's initiatives in Indonesia [6]. - Southeast Asian governments are actively promoting electric vehicle development through ambitious targets and tax incentives, creating a favorable environment for investment [7]. Group 4: Market Outlook and Risks - Indonesia aims to produce 1 million electric vehicles annually by 2035 and plans to eliminate coal-fired power plants by 2040, while Malaysia and Thailand have set significant electric vehicle sales targets for 2030 and 2035 [7]. - Despite the high return expectations, risks remain, as evidenced by the recent tariffs imposed on solar products from Southeast Asia, highlighting potential trade friction challenges for Chinese lithium battery companies [7].

Conference Announcement - The 2025 High-Performance New Energy Materials Industry Conference will be held on July 8-9, 2025, in Chengdu, Sichuan, focusing on new materials, new dynamics, and new ecology [1] Company Developments - Jia Yuan Technology has made commercial progress in solid-state battery copper foil, supplying products to five leading battery companies, which are also applicable in low-altitude economic scenarios like eVTOL testing [2] - Defu Technology has signed supply agreements for lithium battery copper foil products with two major companies in the photovoltaic and consumer battery sectors [3] - Tangshan Hengwang New Energy Materials has commenced trial production of a 200,000-ton lithium iron phosphate project, with a total investment of 5.5 billion yuan, expected to achieve mass production by October 2025 [5] - Zhenhua New Materials has achieved hundred-ton level shipments of solid electrolyte and modified ternary materials for high energy density applications, establishing cooperation with major downstream clients [7] Equipment Collaborations - Keheng Co., Ltd. has signed a strategic cooperation agreement with Beijing Pure Lithium New Energy Technology to build a full-chain strategic partnership involving solid-state lithium-ion battery production equipment and materials [9] Overseas Expansion - EVE Energy plans to invest up to 8.654 billion yuan in a new energy storage battery project in Kedah, Malaysia, to enhance its global strategy and meet rising market demand [11] - Xingyuan Materials has completed the first phase of its ASEAN base in Malaysia, with an annual production capacity of 2 billion square meters for lithium battery separators [13] - CATL has officially commenced construction of its joint venture factory in Indonesia, with an initial capacity of 6.9 GWh, expected to expand to 15 GWh by the end of 2026 [15] - Tesla's first lithium iron phosphate battery factory in North America is nearing completion in Sparks, Nevada, adjacent to its existing Gigafactory [17] - Nandu Power has secured a large order for a 1.4 GWh energy storage system for a major solar project in India, marking one of the largest single energy storage projects in the country [19]

Core Viewpoint - The breakthrough in solid-state battery technology involves reducing the operating stack pressure from hundreds of megapascals (MPa) to single-digit levels, indicating a significant step towards commercialization and large-scale application [1][2][3] Group 1: Understanding the Breakthrough - There are two types of pressure in solid-state batteries: fabrication pressure, which is high during manufacturing, and operating stack pressure, which is maintained throughout the battery's lifecycle [2] - The goal of the industry is to reduce operating pressure below 10MPa, with automotive OEMs aiming for a stringent limit of 2MPa, aligning with the pressure range of current liquid lithium-ion batteries [3][4] Group 2: Innovations Leading to Low-Pressure Operation - The ability to operate at low pressure is achieved through fundamental solutions to interface issues rather than relying on external pressure [4] - Innovations in materials, such as new solid electrolytes with intrinsic elasticity and deformability, are crucial for reducing dependence on external pressure [4][5] - Interface engineering aims to create self-stabilizing capabilities at the interface, mitigating risks associated with dendrite formation [4][5] Group 3: Structural Design and Future Prospects - Precision structural design, including porous materials and composite electrodes, allows for stress relief and increases effective contact area, replacing the need for external physical compression [5] - Recent advancements suggest the possibility of "pressure-less" operation, with solid-state batteries using halide electrolytes functioning reliably at near-atmospheric pressure [6] - The focus is now on reducing the still high fabrication pressure to optimize production efficiency and lower manufacturing costs, paving the way for widespread adoption of solid-state batteries [6]

Core Viewpoint - The article highlights the significant evolution of China's power battery industry over the past 15 years, marking its transition from inception to a global leader, and anticipates new challenges and opportunities in the next 15 years, particularly in globalization and technological innovation [2][4]. Summary by Sections 15-Year Journey of the Industry - The power battery industry in China has grown from a nascent stage in 2010 to a robust sector, becoming a representative of China's manufacturing prowess and a symbol of economic transformation [2]. - The industry is expected to enter a new phase starting in 2025, characterized by deeper penetration of electric transportation, energy system reforms, and the emergence of new applications, technologies, and business models [2]. High工锂电's Role - High工锂电 has been a witness and chronicler of the power battery industry's growth, providing insights through research reports, publications, and industry events over the past 15 years [4]. - In 2025, High工锂电 will celebrate its 15th anniversary with a series of activities themed "激荡15年 瞭望新征程," reflecting on past achievements and future challenges while engaging with over 100 industry representatives [4][5]. Planned Activities - The anniversary activities will include research visits, video interviews, in-depth reports, and a grand industry celebration from March to December 2025 [5]. - Key topics for discussion will include the successes and failures of the past 15 years, new technologies, application scenarios, and business models for the future [10][11]. Industry Development Insights - The article outlines the evolution of the Chinese lithium battery industry through three phases: the nascent period (2010-2015), the explosive growth period (2016-2020), and the globalization leadership phase (2021-2025), emphasizing key technological and commercial breakthroughs [12]. - Future focus areas include technological advancements (such as solid-state and sodium-ion batteries), full-scene applications (like energy storage and eVTOL), and globalization strategies (including overseas factories and technology exports) [13]. Anniversary Celebration - The 15th anniversary celebration will take place during the High工锂电 annual conference in 2025, with over 1,000 industry leaders expected to attend to reflect on the past and discuss future opportunities and challenges [15]. - The event will feature discussions on new batteries, technologies, application opportunities, business model innovations, and highlights of emerging enterprises [16].

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference will focus on advancements in solid-state battery technology and its industrial applications, highlighting the strategic initiatives of Weilan New Energy in this sector [1][2]. Group 1: Solid-State Battery Developments - Weilan New Energy is a benchmark enterprise in the solid-state battery field, focusing on both oxide and polymer technology routes, while also exploring sulfide technology through its subsidiary [1]. - The company has achieved mass production of a mixed solid-liquid power battery with an energy density of 360Wh/kg, which has been tested in the NIO ET7 vehicle, demonstrating a real-world range of 1044 kilometers with a 150kWh battery [1]. - The battery features a self-developed ultra-thin lithium metal anode and a high-precision pre-lithiation platform, ensuring high energy density and safety, and has received certification from the Ministry of Industry and Information Technology [1]. Group 2: Product Innovations - Weilan has launched a high-energy density mixed solid-liquid cell with 770Wh/L, balancing high power and long lifespan characteristics, and plans to mass-produce a new cell based on the 4695 large cylindrical design in collaboration with Jianghuai Yuwei by 2026 [2]. - The company has introduced the world's first 280Ah mixed solid-liquid energy storage battery, which has been successfully delivered in batches, with an upgraded version (314Ah) showing improved thermal stability under puncture and short-circuit conditions [2]. Group 3: Market Applications and Strategic Partnerships - Weilan's energy storage products have been deployed in various demonstration projects across multiple scenarios, including wind-storage integration, grid frequency regulation, data centers, and communication bases, meeting demands for "zero degradation," "high rate," and "high safety" [2]. - In the low-altitude power and small mobile power sectors, Weilan has developed products with specifications ranging from 27Ah to 35Ah, achieving a maximum single-cell energy density of 310Wh/kg, suitable for applications in electric motorcycles, electric tools, drones, and Japanese engineering machinery [4]. Group 4: Industry Position and Future Outlook - Weilan has established a comprehensive cooperation system covering key aspects of the supply chain, including anode and cathode materials, solid-state electrolytes, pre-lithiation equipment, and packaging materials, with a production capacity of 540 tons per year at its Zhejiang facility, set to expand to 10,000 tons by 2025 [4]. - The company is pursuing an "in-situ solidification" approach to address interface contact challenges and is developing a mixed solid-liquid battery platform that is compatible with existing liquid manufacturing processes while offering low-cost expansion potential [4]. - Weilan aims to achieve engineering breakthroughs in all-solid-state battery samples by 2027, positioning itself as a potential leader in the solid-state battery industry's critical development phase [4].

Core Viewpoint - The lithium battery industry is experiencing rapid growth, but traditional drying technologies face significant challenges that hinder cost reduction and efficiency improvements [6]. Group 1: Industry Trends - The global lithium battery production capacity is continuously expanding, yet the drying technology bottleneck is becoming increasingly prominent [6]. - The traditional hot air drying process has three main pain points: low efficiency requiring nearly 100 meters of drying ovens, high energy consumption of one million kcal of fossil energy per hour, and high costs where drying energy consumption accounts for 15% of total battery production energy [6]. Group 2: Technological Innovations - Leisuo New Materials has developed a flat infrared system that overcomes industry bottlenecks by using infrared radiation for direct heating of electrode sheets, revolutionizing traditional heating methods [6]. - Xingheng Power has made breakthroughs in manganese-based materials, achieving a high energy recovery rate of 98.18% for lithium manganese oxide and reducing production costs for lithium iron phosphate [12]. - Kaluowide's pressure melting welding technology combines pressure and melting to achieve over 99.9% welding yield for ear and pole connections, significantly enhancing energy efficiency and addressing welding challenges [15]. - Times High-Tech's innovative solution for drying solid-state batteries involves using diode lasers for surface heating and multi-point temperature measurement, providing a low-cost and environmentally friendly alternative [16]. Group 3: Market Applications - The adoption of large-capacity models is accelerating the electrification process, with battery swapping models being preferred for long-distance logistics due to their efficiency in energy replenishment [10]. - The integration of CTB batteries by Qiyuan Chip Power enables a shared energy ecosystem, allowing for rapid energy replenishment in heavy-duty vehicles [7].

会议预告 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 制造价值的重塑： 告别"实验室阶段"的制造模式，将消除"制造缺陷"作为核心，通过大规模、高 稳定性的智能制造，实现PPB级别的本征安全，让品质成为核心竞争力。 市场价值的重估： 将目光从国内价格战的泥潭，转向全球市场的蓝海。成功的关键不再仅仅是技 术输出，更是对国际法规、标准的深刻理解和主导，实现从"技术领先"到"规则引领"的跨越。 会议地点： 成都·邛崃·羊安新城会议中心（成都市邛崃市崃岭大道299号） 文末扫码报名 超越价格战，赢在系统力 面对全球需求增长与行业利润微薄的"冰火两重天"，中国锂电产业正从野蛮生长的"红海"阶段， 转向一场深刻的自我革命。 在第十八届高工锂电产业峰会闭幕式专场"产业链重整 新隘口攻坚 "上，一个明确的产业共识浮出 水面：要摆脱"增收不增利"的内卷困境，必须完成从"单点竞争"到"系统性价值创造"的战略跃 升。 五位产业链核心企业高层的演讲，共同揭示了这一新范式的内涵。未来的竞争，不 ...