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 第二步： 请务必提前准备好名片、参会信息，将签到页面出示给签到处工作人员 6月25-26日， 由高工锂电、高工产业研究院（GGII）主办的 第十八届高工锂电产业峰会 将在金坛万豪酒店举行。峰 会主题为 " 产业链格局重整 全场景应用共振 " ，锂电产业上下游企业领袖、高层齐聚，共商新周期下锂电产业新格 局、新机遇。 本次峰会共设五大专场 ，分别为 ： 【 开幕式 专场】 多元融合发展 驱动产业升级 、 【电池应用专场一 】 全场景共 振下的电池需求 、 【电池应用专场二】 圆柱电池新拐点 、 【新材料技术专场】 打破技术边界 、 【闭幕式专场】 产 业链重 整 新隘口攻坚 ，以及一场 【 红运机械】 新品 ...

Core Viewpoint - The article discusses the advancements and strategic developments in the eVTOL (electric Vertical Take-Off and Landing) industry, particularly focusing on the VE25-100 model being developed by the company, highlighting its technical specifications, market positioning, and the importance of battery technology for its success [1][2][4]. Group 1: Company Developments - The company is developing a 2.5-ton, 6-seat all-electric piloted eVTOL, which is one of the four eVTOL models in China that have received type certificate applications [2]. - The VE25-100 eVTOL features a composite wing design, achieving a cruising speed of 235 km/h, with a takeoff weight of 2.5 tons, capable of carrying one pilot and five passengers [2]. - The company aims to complete the type certification for the VE25-100 by 2026 and plans to achieve an annual production capacity of 300 units after reaching full capacity at its Ziguo base [2]. Group 2: Technical Specifications and Safety - The VE25-100 is designed with a three-redundancy fly-by-wire control system and a distributed power architecture to ensure safe operation under extreme weather or component failure [2]. - The eVTOL has a range of 200-400 kilometers, catering to urban commuting and short-distance travel needs, and operates with low noise levels below 65 decibels, achieving zero emissions [2]. - The company emphasizes the importance of battery technology, noting current energy densities of 270-320 Wh/kg are insufficient for longer ranges, and sets performance targets for future batteries at 400-500 Wh/kg [4]. Group 3: Industry Collaboration and Future Outlook - The company calls for collaboration between battery manufacturers and aircraft manufacturers to develop batteries that meet the "high energy density + high safety + low cost" criteria [4]. - The upcoming conference will feature insights from industry leaders, including a presentation by the chief engineer of the company's power energy system, focusing on eVTOL enterprise layout and battery selection needs [1][4].

Core Viewpoint - The solid-state battery industry is undergoing a transformation, with companies that possess platform capabilities emerging as key players, reshaping the competitive landscape [2][10]. Group 1: Industry Trends - The industrialization of solid-state batteries is accelerating, with semi-solid batteries starting to ship for energy storage and all-solid-state batteries entering critical engineering validation stages [2]. - The competition is shifting from single material or equipment supply to companies that can integrate diverse materials and equipment, indicating a new competitive logic in the industry [2][10]. Group 2: Company Developments - Huasheng Lithium Battery exemplifies horizontal material platforming, expanding from electrolyte additives to multiple core areas of solid-state batteries, including a recent strategic partnership with Jiangsu Hengli Technology for single-walled carbon nanotube development [2][5]. - Huasheng Lithium Battery has achieved a technological breakthrough in lithium sulfide, producing 99.99% purity lithium sulfide using a liquid-phase method, which is superior in cost and conductivity compared to solid-phase methods [3]. - Puli Technology represents a vertical integration strategy, with its subsidiary Jiatuo Intelligent securing over 200 million RMB in orders for solid-state battery-related equipment, covering various manufacturing processes [7][8]. Group 3: Material Innovations - Huasheng Lithium Battery is diversifying its negative electrode materials through collaborations and investments, including a partnership with Wuhan University for silicon-carbon anode materials and a 40 million RMB investment in Pushi Da to enhance porous carbon development [5]. - Puli Technology's subsidiary Zicheng Technology has initiated trial production of silicon-carbon anodes with a planned capacity of 12,000 tons, achieving a specific capacity exceeding 2200 mAh/g and a cycle life of over 1200 cycles [8]. Group 4: Systematic Approach - The solid-state battery industry requires a comprehensive system engineering approach, moving away from the outdated model of segregated development of materials and equipment [9][10]. - The consensus from the first solid-state battery summit emphasizes the necessity for deep collaborative innovation between key materials and process equipment to drive industry development [10].

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 Industry Development - The Chinese power battery industry has grown from a nascent stage in 2010 to a robust sector, becoming a representative of China's manufacturing capabilities 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]. 15th Anniversary Activities - To commemorate its 15th anniversary in 2025, 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 a grand industry celebration [5]. Video and Discussion Initiatives - The video initiatives will feature dialogues with 20 industry leaders and discussions on the globalization of Chinese enterprises [7][8]. - Topics for discussion will include a retrospective on the past 15 years of the lithium battery industry, new technologies, application scenarios, and business models for the future [10][11]. Industry Evolution and Future Outlook - The article outlines the evolution of the lithium battery industry from its early stages (2010-2015) through explosive growth (2016-2020) to a period of global leadership (2021-2025), emphasizing key technological and commercial breakthroughs [12]. - Future focus areas include technological advancements (solid-state batteries, sodium-ion batteries), full-scene applications (energy storage, marine, eVTOL), and globalization strategies (overseas factories, technology exports) [13]. Anniversary Celebration - The 15th anniversary celebration will coincide with the 2025 annual conference, expecting over 1,000 attendees from the lithium battery industry to reflect on past achievements and future challenges [15]. - Key themes will include new batteries and technologies, new opportunities in full-scene applications, innovative business models, and features on emerging enterprises [16].

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 in 2010 to a robust sector, becoming a representative of China's manufacturing prowess 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 innovations, and evolving business models in shaping the future landscape of the industry [2]. Group 2: 15th Anniversary Activities - To commemorate its 15th anniversary in 2025, the company plans a series of activities under the theme "Reflecting on 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 a grand industry celebration [5]. Group 3: Video and Discussion Initiatives - The video initiatives will feature dialogues with 20 industry leaders and discussions on the globalization of Chinese enterprises [7][8]. - Topics for discussion will include a retrospective on the industry's development, new technologies, application scenarios, and business models for the next 15 years [10][11]. Group 4: Industry Evolution and Future Outlook - The article outlines the evolution of the Chinese lithium battery industry from its early stages (2010-2015) through explosive growth (2016-2020) to a period of global leadership (2021-2025), highlighting key technological and commercial breakthroughs [12]. - Future focus areas include technological advancements such as solid-state batteries and sodium-ion batteries, as well as the development of all-scenario applications and global strategies [13]. Group 5: Anniversary Celebration - The 15th anniversary industry celebration is set to take place during the 2025 annual conference, with over 1,000 industry representatives expected to attend [15]. - The celebration will feature discussions on new batteries, technologies, application opportunities, and innovations in business models [16].

Industry Overview - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain [3] - The synergy between power and energy storage industries is expected to drive large-scale development of new energy manufacturing, with a focus on regional energy transition and carbon neutrality [3] - Structural adjustments in the lithium battery industry chain are underway, with core material prices rebounding and cell prices stabilizing, leading to a competitive reshuffle among enterprises [3] New Materials and Technologies - The application of new materials and processes is accelerating, with differentiated performance in power and energy storage batteries becoming more pronounced [3] - The development of new battery systems is being propelled by AI4S, which is facilitating the exploration of new materials such as composite electrolytes and silicon-based anodes [3] Regional Development - Changzhou is positioned to become a leading base for the global new energy industry, leveraging its strong foundation and significant growth potential in the sector [4] Summit Highlights - The summit will gather over 300 influential companies and 500 industry leaders for technical exchanges and new product showcases [6] - The agenda includes keynotes from industry leaders and discussions on the latest trends and technologies in the lithium battery sector [7][8]

Core Viewpoint - The article highlights significant developments in the lithium battery industry, including new projects, partnerships, and regulatory changes that are shaping the market landscape. Group 1: Company Developments - The Sichuan Guang'an Green Health Chip Era lithium battery project has commenced trial production, with an expected output value of approximately 150 million yuan by the end of the year. The total investment for the project is 1 billion yuan, with a production capacity of 2 million lithium-ion batteries per day [2]. - BYD announced a new patent for a "wireless charging system, method, vehicle, and readable storage medium," achieving a comprehensive efficiency exceeding 95% for bidirectional energy flow between high-voltage power batteries and low-voltage vehicle devices [4]. - Del's subsidiary, Del New Energy Technology (Huzhou) Co., Ltd., has officially been established, marking a significant step for the company in the new energy sector [6]. - Zhongchuang Xinhang has commenced construction on a high-performance lithium battery project in Changzhou, with local government officials in attendance [8]. Group 2: Material Developments - CATL and Tianqi Lithium have jointly established a new company, Sichuan Muyunze Mining Co., Ltd., with a registered capital of 500 million yuan, where Tianqi holds a 60% stake and CATL holds 40% [10]. - Foshan Fusheng Technology Group Co., Ltd. has acquired equity in Hebei Jinli New Energy Technology Co., Ltd., as announced by the Guangdong Provincial Market Supervision Administration [12]. - A new regulation has been announced regarding the import management of recycled black powder for lithium-ion batteries, effective from August 1, 2025, aimed at promoting the recycling of resources [14]. - Yahua Group plans to transfer the equity of five subsidiaries involved in lithium business to its wholly-owned subsidiary, which will be renamed "Yahua Lithium Industry Group," to accelerate the development of its lithium business [15].

Core Viewpoint - The article highlights the advancements and market position of Honeycomb Energy in the global battery industry, particularly in the fields of power batteries and energy storage solutions, emphasizing their innovative technologies and significant market share in the electric vehicle sector. Group 1: Industry Events - The 18th High-tech Lithium Battery Industry Summit will be held on June 25-26, 2025, in Changzhou, showcasing industry trends and innovations [2][4] - The 2025 High-tech New Energy Materials Industry Conference will focus on new materials and ecological developments [1] Group 2: Market Performance - In the first four months of 2025, global power battery installations driven by new energy vehicles reached approximately 285.1 GWh, with domestic installations accounting for 60.9% of the total [2] - Honeycomb Energy achieved the highest year-on-year growth among the top 10 companies in power battery installations, with a remarkable increase of 68% [2] Group 3: Technological Innovations - Honeycomb Energy's FlexPod modular energy storage system features an industry-leading energy density of 9 MWh per 20-foot container, enhancing economic viability for large-scale storage [2][3] - The system allows for flexible expansion in the 12-18 MWh range, reducing transportation costs by 13% and improving space utilization by 20% [3] - The new battery technology incorporates a dual-layer protective structure, achieving a bottom impact resistance of 1000 J and a torsional stiffness three times the industry average [3][5] Group 4: Future Directions - Honeycomb Energy identifies ultra-fast charging and solid-state batteries as the future evolution of battery technology, with their stacking technology being the optimal solution for mass production [6] - The newly showcased thermal composite stacking technology significantly improves production efficiency and quality, reducing costs by 12% and enhancing the performance of their short-blade battery packs [6] - The company plans to reach a production capacity of 280 GWh by 2025, with ongoing expansions in production bases [7]

Core Viewpoint - The article highlights the recent developments and strategic initiatives of Tianqi Materials in the lithium battery materials sector, emphasizing its investment in Morocco and expansion of LiFSI production capacity to meet growing market demands [3][5][7]. Group 1: Investment and Expansion - Tianqi Materials signed an investment agreement with the Moroccan government to build a comprehensive base for producing 150,000 tons of electrolyte and key raw materials annually, with a total investment of approximately 2.8 billion USD [3]. - The project is strategically located in the Jorf Lasfar industrial park, benefiting from Morocco's abundant phosphate resources, which account for 71% of global reserves [3]. - The company plans to invest over 260 million CNY to expand its LiFSI production capacity from 20,000 tons to 40,000 tons annually, responding to the increasing demand for this key electrolyte component [3][5]. Group 2: Market Trends and Product Development - The proportion of LiFSI used in domestic battery manufacturers' formulations has increased, with some companies using 3%-6% in high-performance applications [4]. - Tianqi Materials is positioned as the market leader in LiFSI, with its expansion aimed at meeting the rising demand from fast-charging and high-capacity battery technologies [5]. - The company has developed a 5V electrolyte that enhances battery performance, achieving significant improvements in cycle life under both normal and high-temperature conditions [5]. Group 3: Financial Performance - Despite facing downward pressure in the lithium battery materials market, Tianqi Materials reported a revenue of 12.52 billion CNY and a net profit of 480 million CNY for 2024, maintaining a gross margin of 18.9% [6]. - In Q4 2024, the company achieved a revenue of 3.66 billion CNY and a net profit of 150 million CNY, with a gross margin increase to 19.9% [6]. Group 4: Industry Insights and Future Outlook - The chairman of Tianqi Materials, Xu Jinfeng, emphasized the importance of technological innovation and quality improvement over price competition in the electrolyte industry [7]. - The company is committed to protecting its intellectual property and has taken legal action against those infringing on its trade secrets [7]. - Xu Jinfeng will share insights on industry trends, challenges, and the future development plans of Tianqi Materials at the upcoming conference [7].

Core Viewpoint - The global competition in the power battery market is intensifying as Chinese battery manufacturers, particularly CATL, gain market share over their South Korean counterparts, driven by the rapid adoption of lithium iron phosphate (LFP) batteries and strategic adjustments by companies like LG Energy Solution (LGES) and Samsung SDI [1][2][9] Group 1: Market Dynamics - In 2024, CATL surpassed LGES in overseas market share for the first time, with CATL's battery installation volume reaching 96.8 GWh compared to LGES's 87.9 GWh, marking a significant shift in the competitive landscape [2] - Major South Korean battery manufacturers, including LGES, Panasonic, and Samsung SDI, experienced slower growth rates in battery installation volumes compared to the industry average, with some reporting declines exceeding 10% [2][9] - The financial performance of these South Korean firms reflected this market shift, as they reported losses attributed to the rapid penetration of LFP batteries and slow adaptation to changing market demands [2] Group 2: Strategic Adjustments - LGES is accelerating its transition to LFP battery production, repurposing existing facilities in Michigan for LFP production and planning to convert some of its NCM battery lines in Tennessee and Ohio [4] - LGES secured a significant contract with Renault's Ampere to supply approximately 39 GWh of LFP batteries from 2025 to 2030, marking a strategic entry into the European market [4] - Samsung SDI is also adapting by introducing LFP production lines in its Indiana facility, aligning with General Motors' shift towards LFP batteries for most of its upcoming electric vehicle models [5] Group 3: Technological Innovations - LGES announced a collaboration with General Motors to develop a new type of lithium manganese iron phosphate (LMFP) battery, which offers over 30% higher energy density than current LFP batteries while maintaining similar costs [5] - Samsung SDI has initiated mass production of the 46 series cylindrical batteries, with plans to expand into the electric vehicle market, while Panasonic is preparing for mass production of its 4680 battery [7] Group 4: Patent Strategies - A patent battle is emerging as LGES and Panasonic established a patent pool named "Tulip Innovation" to protect their intellectual property, which includes over 5,000 patents [8] - The patent pool has already taken legal action against Chinese battery companies for alleged patent infringements, highlighting the importance of intellectual property in the competitive landscape [8][9] Group 5: Future Outlook - The competition in the global power battery market is becoming increasingly multifaceted, with key variables such as LFP technology, cylindrical batteries, and patent litigation shaping the industry's future [9]