产业链格局重整 全场景应用共振 2025第十八届 高工锂电产业峰会 会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 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 会议地点： 中国 成都 邛崃 2025/06/25-26 常州·金坛万豪酒店 技 ...

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]. Industry Development - The Chinese power battery industry has progressed from a nascent stage in 2010 to becoming a representative of China's manufacturing on the global stage, symbolizing the country's 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][4]. Future Outlook - The next 15 years will pose challenges for the Chinese lithium battery industry, particularly in integrating into the global market and developing multinational enterprises [2]. - The article emphasizes the importance of technological advancements and the establishment of a new industrial ecosystem in the upcoming years [2][12]. Activities and Events - To commemorate its 15th anniversary, the company plans a series of activities from March to December 2025, including research visits, video interviews, in-depth reports, and an industry celebration [5][15]. - The activities will involve dialogues with industry leaders and discussions on the past and future of the lithium battery sector, focusing on technological innovations and market dynamics [7][10]. Key Themes for Discussion - The discussions will cover the successes and failures of the lithium battery industry over the past 15 years, as well as the opportunities and challenges anticipated in the next 15 years [10][11]. - Topics will include evaluations of past developments, future plans of enterprises, and expectations for the company moving forward [11]. Industry Milestones - The article outlines the development phases of the Chinese lithium battery industry: the initial stage (2010-2015), the explosive growth phase (2016-2020), and the globalization leadership phase (2021-2025) [12]. - It will also highlight changes in the core industry chain, including batteries, equipment, and materials, along with key enterprises' development [13]. Anniversary Celebration - The anniversary celebration will gather over 1,000 participants from the lithium battery industry to reflect on the past 15 years and discuss new opportunities and challenges [15]. - The event will feature discussions on new technologies, applications, and innovative business models [16].

Core Viewpoint - The Chinese lithium battery industry is strengthening its global influence, with significant growth in battery shipments and material innovations driving the transition from capacity competition to capability competition [1][2]. Group 1: Industry Growth and Trends - In Q1 2025, China's lithium battery shipments reached 314 GWh, a year-on-year increase of 55%, with power batteries and energy storage batteries growing by 41% and 120%, respectively [1]. - The positive performance in the positive electrode materials sector saw shipments reach 1 million tons, up 68% year-on-year, with lithium iron phosphate materials growing by 94% and surpassing a 75% market share [2]. - The wet separator market experienced a 75% year-on-year increase in shipments, achieving an 81.6% market share, while electrolyte shipments grew by 63.8% [2]. Group 2: Material Innovations and Future Directions - The investment focus in the lithium battery materials sector is shifting towards technology-intensive directions, with 29 new projects signed or announced in 2025, totaling approximately 40 billion yuan, nearly half of which are related to solid-state batteries and materials [4]. - New technologies such as sodium-ion and lithium-metal batteries are in the commercialization verification stage, with key materials like silicon-carbon anodes and lithium-rich manganese-based materials accelerating their market entry [4]. - The recovery of the digital market and growth in AI terminal shipments are creating structural opportunities for lithium cobalt oxide and lithium manganese oxide materials [4]. Group 3: Awards and Recognition - The "2025 New Energy New Materials Innovation Enterprise" award aims to recognize companies that excel in technological breakthroughs and industry transformation across the entire materials chain [5][6]. - The evaluation criteria focus on technological innovation, industrialization, market recognition, and development potential [6]. - The award results will be announced at the 2025 High-Performance New Energy New Materials Industry Conference in July 2025 [6].

Group 1: Industry Developments - BYD and ByteDance are collaborating to establish an "AI + High-Throughput Joint Laboratory" to tackle key technical issues in power batteries such as fast charging, lifespan, and safety [1] - JinJing New Energy and EVE Energy have launched a global lithium battery recycling network platform to enhance the effective recovery and reuse of retired battery materials [3] - The green energy storage intelligent manufacturing project by Feimaotai has commenced in Tianjin, with an annual production capacity of 96GWh planned [5] Group 2: Technological Advancements - Envision AESC has received the Witness Laboratory Qualification Certificate from TÜV Rheinland, enabling independent testing according to international safety standards [7] - Formosa Plastics Group has initiated trial production of solid-state batteries, aiming for mass production by 2027 and focusing on applications in small electric vehicles and drones [9] - LG and Toyota are forming a joint venture in North Carolina to establish a battery recycling pre-treatment plant, with a planned annual capacity of 13,500 tons starting in 2026 [12] - Samsung plans to incorporate Tesla's dry electrode technology in its solid-state batteries set for release in 2027, targeting a specific energy density of 500Wh/kg and rapid charging capabilities [14]

Core Viewpoint - The 18th High-tech Lithium Battery Industry Summit will focus on the restructuring of the industry chain and the resonance of all-scenario applications, gathering leaders from upstream and downstream lithium battery enterprises to discuss new opportunities in the lithium battery industry under the new cycle [2]. Group 1: Event Details - The summit will take place on June 25-26, 2025, at the Jin Tan Marriott Hotel in Changzhou, China [3]. - The summit will feature five main sessions, including an opening ceremony, two battery application sessions, a new materials technology session, and a closing ceremony, along with a product launch and dinner event [2]. Group 2: Participants - Leaders and executives from various companies in the lithium battery industry will participate, including representatives from companies such as Honeycomb Energy Technology Co., Ltd., and others [4][5][6]. - The event aims to facilitate brainstorming among industry leaders to predict the future trends of the lithium battery sector [2]. Group 3: Industry Focus - The summit will cover the entire lithium battery industry chain, addressing topics such as multi-dimensional integration development, battery demand under all-scenario resonance, and breaking technological boundaries in new materials [2]. - The discussions will aim to identify new patterns and opportunities in the lithium battery industry as it enters a new cycle [2].

会议预告 会议时间： 2025年7月8日-9日 会议地点： 中国 成都 邛崃 "在液态与固态之间，有一道制造鸿沟"，利元亨研究院院长杜义贤博士在2025高工固态电池技术 与应用峰会上如是说。 在全固态电池的产业化过程中，"界面问题"被公认为最大的工艺难点。杜义贤将其细分为两类： 其一是 同种材料之间的界面致密度不足 ，电极或电解质内部孔隙率高，导致离子传输受阻；其二 是 不同材料层之间的结合性差 ，如电极与电解质膜贴合不牢，容易在循环中剥离。 不仅有前段材料成膜和复合的界面问题。往后的 中段 ，叠片环节又引发新的结构风险。全固态电 池取消隔膜，材料在高压下易在边缘变形，导致短路。再到 后段 ，全固态电池化成分容的压力需 求激增，需施加10-30MPa压力，液态电池仅需0.1-1MPa。 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 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 利元亨基于对全固态电池工艺的研究， 明确了四大关键工艺节点：高压致密化、电解质与电极片 的复合、极片封装与绝缘、高压 ...

高工锂电15周年特别策划 ● 15年，从破土萌芽，到枝桠参天；从步履蹒跚，到健步如飞。以2010年"十城千辆"为 肇始，在新能源汽车产业的强力牵引下，中国动力电池发展走过了波澜壮阔的15年。 ● 15年，筚路蓝缕，玉汝于成。中国动力电池产业经历了从0到1，从弱小到壮大，从跟随 到领跑的完整历程，如今已经成为中国制造走向全球的"新三样"代表，也成为中国经济转型 升级的时代注脚。 ● 以 2025年为转折，中国动力电池产业将开启新的15年征程。瞭望新征程，将会是更具 挑战，交通电动化向全场景渗透，能源体系变革也加速走向纵深，这也意味着，新应用场景 开启，新技术与产品创新，新商业模式落地，新的产业生态与格局。 ● 全球化也将成为中国锂电产业新征程中的时代命题。如何从领跑全球，到真正融入全 球，并成长出一批具备跨国经营的国际企业，将成为中国锂电产业新 15年的最大考验。能 否在新的征程中续写新时代的辉煌，让我们期待中国锂电产业的时代答卷。 高工15年，与行业同行 ● 15年前，高工锂电开始用脚步丈量行业，用研究报告测量行业变化的温度，用杂志、网 站、微信传递行业信息，用会议搭建行业间交流桥梁，记录行业的起伏波澜，低谷 ...

Group 1: Industry Events - The 18th High-tech Lithium Battery Industry Summit will focus on the restructuring of the industry chain and the resonance of all-scenario applications [1] - The 2025 High-tech New Energy Materials Industry Conference will emphasize new materials, new dynamics, and new ecosystems [1] Group 2: Company Collaborations - EHang Intelligent announced a deepened collaboration with Guoxuan High-tech to upgrade the power system of the EH216 series eVTOL aircraft [2] - Delar Co. stated that its solid-state battery pilot production line is undergoing technical testing and aims to establish a pilot production line by the end of 2025 [3] Group 3: New Projects and Investments - Zhejiang Jianli Chemical's project for an annual production of 2,000 tons of lithium hexafluorophosphate has successfully commenced, with a total investment of 5.18 billion yuan [5] - Dazhong Mining announced an investment of 1 billion yuan to build a new lithium battery material project with an annual production capacity of 3,000 tons [7] - Ruigu New Materials launched a production line for sulfide solid electrolytes, with plans for further capacity expansion [9] Group 4: Equipment Developments - Micronova established a subsidiary focused on solid-state battery intelligent equipment, with a registered capital of 100 million yuan [11] Group 5: International Developments - Nissan confirmed plans to launch its first solid-state battery vehicle by 2028, with a focus on ensuring technology maturity and reliability [14]

Core Viewpoint - The article discusses the ongoing price war in the Chinese electric vehicle (EV) market, highlighting the shift from ternary lithium batteries to lithium iron phosphate (LFP) batteries as a cost-effective solution, reshaping the industry landscape and supply chain dynamics [2][5][19]. Group 1: Price War Dynamics - In May 2025, a new round of price cuts began in the Chinese EV market, initiated by BYD's significant discounts on its models, prompting other brands to follow suit [2][6]. - The China Automobile Industry Association and the Ministry of Industry and Information Technology have called for a halt to "involutionary" price wars, indicating concerns over the sustainability of such practices [2][6]. Group 2: Shift to Lithium Iron Phosphate - The article notes a significant transition in battery technology, with many manufacturers moving from ternary lithium batteries to LFP batteries due to their cost advantages and improved performance metrics [5][6]. - The price of lithium carbonate has plummeted by 90% from its peak in November 2022, leading to a substantial reduction in the cost of LFP batteries [5][19]. - By early 2025, LFP batteries accounted for over 80% of passenger vehicle installations, marking a significant shift in market dynamics [6][9]. Group 3: Technological Advancements - LFP battery technology has seen improvements in energy density and low-temperature performance, making it increasingly competitive with ternary batteries [7][8]. - The density of LFP materials has increased from 2.2g/cm³ to 2.6g/cm³, enhancing their overall performance [7][8]. - The article emphasizes that LFP batteries are not just low-cost alternatives but are evolving to meet higher performance standards [8][9]. Group 4: Market Share Reconfiguration - The market share of LFP batteries has dramatically increased, with their installation rate in the Chinese passenger car market rising from less than 30% in 2020 to 80% in 2025 [9][10]. - Traditional perceptions of LFP batteries being limited to low-end vehicles are being challenged as they penetrate higher-end segments [10][12]. Group 5: Profitability Challenges - Despite the growth in LFP battery adoption, many companies in the supply chain are facing profitability issues, with reports of declining margins and net losses among LFP material suppliers [19][22]. - The article highlights a potential three-year timeline for the industry to fully clear out excess capacity and stabilize profitability [22][24]. Group 6: Future Outlook - The article concludes with a call for the industry to explore new value propositions beyond cost, as the current focus on cost reduction may undermine long-term sustainability [27][28]. - Upcoming industry events, such as the 18th High-Performance Lithium Battery Industry Summit, aim to address these challenges and explore new opportunities in the lithium battery sector [3][30].

Core Viewpoint - The article emphasizes the significance of solid-state battery equipment in the lithium battery industry, highlighting the technological advancements and market opportunities that companies like HaiMuxing are capitalizing on as the industry transitions towards large-scale production of solid-state batteries by 2025 [1][2]. Group 1: Industry Events - The 18th High-Performance Lithium Battery Industry Summit will be held on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [1][3]. - The 2025 High-Performance New Energy Materials Industry Conference will also take place, emphasizing new materials and new dynamics [1]. Group 2: Market Trends and Projections - According to GGII, the production capacity of solid-state batteries has exceeded 50 GWh in the first four months of 2025, with total planned capacity surpassing 450 GWh and actual production capacity exceeding 25 GWh [2]. - GGII predicts that by 2030, the market impact of solid-state batteries on the equipment market will exceed 10 billion yuan, indicating a significant market opportunity [2]. Group 3: Company Developments - HaiMuxing has established itself as a leading supplier of solid-state battery equipment, being the first to commercialize lithium metal high-energy density solid-state battery production lines [5]. - In 2024, HaiMuxing signed a 400 million yuan contract for a 2 GWh automated production line, marking the industry's first full solid-state battery equipment mass production project [5]. - The company has also delivered trial production line equipment for sulfide solid-state batteries to a globally leading new energy technology company, showcasing its technological capabilities [5]. Group 4: Technological Innovations - HaiMuxing's production line for cylindrical batteries achieves a single station efficiency of ≥150 PPM and a line efficiency of 300 PPM, with laser flight trajectory precision controlled within ±0.1 mm [6]. - The company offers a comprehensive solution for lithium battery production, including equipment for coating, cleaning, and module packing, demonstrating its capability for complete line delivery [6]. - HaiMuxing has built a global business network and has successfully secured projects with leading overseas automotive companies and energy storage orders in North America, positioning itself among the top tier of overseas lithium battery equipment suppliers [6].