Conference Announcements - The 18th High-tech Lithium Battery Industry Summit will focus on the restructuring of the industry chain and the resonance of all-scenario applications, scheduled for July 8-9, 2025, in Chengdu, China [1] - The 2025 High-tech New Energy Materials Industry Conference will emphasize new materials, new dynamics, and new ecology [1] Company Developments - Farasis Energy has begun supplying its 4680 cylindrical batteries to BMW for their global electric vehicle platform, with the first batch shipped from their Wuxi Jiangyin super factory [1] - EVE Energy announced the cancellation of its subsidiary, Huizhou EVE Energy Co., Ltd. Beijing Technology Branch, during a board meeting [3] - Hunan Jiusen New Energy will unveil three research achievements, including semi-solid lithium metal anode batteries, at the Hunan Lithium Resource Innovation Application Conference on June 18 [6] - Ganfeng Lithium has established a new company, Shanghai Ganfeng Resource Recycling Technology Co., Ltd., focusing on resource recycling technology and sales [8] - Sanjing Electric and EVE Energy signed a strategic cooperation agreement for a 2GWh energy storage cell project, aiming to create comprehensive smart energy solutions [10] Material Developments - Fulim Precision has increased its registered capital from approximately 1.2 billion RMB to about 1.7 billion RMB, marking a 40% increase [12] - Dongfeng Motor's subsidiary, Ruipai New Energy, is accelerating the construction of a 50,000-ton lithium iron phosphate project, with the first production line expected to be operational by the end of June [14] Equipment Developments - Winbond Technology has successfully delivered core equipment for solid-state batteries to a leading domestic battery company, marking significant progress in collaborative innovation in solid-state battery manufacturing [17]

Core Viewpoint - The article discusses the upcoming 18th High-tech Lithium Battery Industry Summit, focusing on the restructuring of the industry chain and the resonance of all-scenario applications in the lithium battery sector. Group 1: Industry Trends - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain, with growth driven by sectors such as power markets, shipping, commercial vehicles, humanoid robots, and eVTOL [2]. - The synergy between the power and energy storage industries is expected to drive large-scale development of new energy manufacturing centered around power batteries, while energy storage is crucial for regional energy transformation and achieving carbon neutrality [2]. - The lithium battery industry chain is undergoing structural adjustments, with core material prices rebounding, cell prices stabilizing, and a simultaneous process of capacity clearance and enterprise elimination [2]. Group 2: Technological Advancements - New materials and processes are being rapidly applied, leading to further differentiation in power and energy storage batteries, with performance improvements driving the accelerated application of new materials [2]. - AI4S is promoting the development of new battery materials and systems, indicating a shift towards innovative battery technologies [2]. Group 3: Event Highlights - The summit will gather over 300 influential companies from various segments and more than 1,000 executives from the lithium battery supply chain for technical exchanges and new product showcases [5]. - The event will feature a comprehensive agenda, including keynote speeches, product launches, and discussions on the latest trends and technologies in the lithium battery industry [6][7]. Group 4: Regional Development - Changzhou is positioned to become a leading base in the global new energy industry, leveraging its strong foundation and significant development potential in the new energy sector [3].

Core Viewpoint - The rapid development of the drone industry, particularly in logistics, is significantly driven by advancements in high energy density battery technologies, which are essential for meeting the demands of long endurance and high reliability in commercial applications [1][7]. Industry Overview - The Chinese industrial drone market is the largest segment in the drone industry, with a market size exceeding 120 billion RMB in 2024 [1]. - Logistics drones are experiencing an annual growth rate of over 30%, making them the fastest-growing segment within the drone industry [2]. Technological Advancements - The development of logistics drones is accelerating due to policy support and advancements in 5G technology, which reduces transmission latency to under 20 milliseconds, facilitating large-scale commercialization [3]. - The demand for high energy density batteries is being catalyzed by the clear operational needs in the drone sector, as evidenced by the extensive commercial practices in cities like Shenzhen, which has opened nearly 300 drone routes and completed over 1.7 million cargo flights [7]. Market Dynamics - The commercial drone market prioritizes endurance and cycle life as core metrics, with battery packs representing only 2%-3% of the total cost of small drones. Operators are willing to pay a premium of 20%-30% for performance improvements [7]. - The anticipated commercialization of high energy density technologies in low-altitude flight is being accelerated by positive market responses, with several battery manufacturers receiving bulk orders from drone manufacturers [8]. Competitive Landscape - Companies like Factorial and Amprius are supplying solid-state and silicon anode batteries for drones, while domestic firms such as Weilan New Energy and Jinlongyu Group are also making significant strides in battery production [8][9]. - Despite the current cost of solid-state batteries being approximately 1.5 times that of liquid lithium batteries, it is projected that this gap will narrow to between 1.2 and 1.5 times by the end of 2026, making it a more acceptable premium for high-performance commercial drones [9]. Upcoming 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 applications across various scenarios [9].

Group 1 - The 18th High-tech Lithium Battery Industry Summit focuses on the restructuring of the industry chain and the resonance of full-scene applications [1] - The 2025 High-tech New Energy Materials Industry Conference will emphasize new materials, new momentum, and new ecology [1] - The events are organized by High-tech Lithium Battery and High-tech Industry Research Institute (GGII) [1] Group 2 - The conferences are scheduled for July 8-9, 2025, in Qionglai, Chengdu, and June 25-26, 2025, at the Marriott Hotel in Jintan, Changzhou [1] - The title sponsor for the events is Yinglian Recycled Composite Fluid [1]

Core Viewpoint - The article discusses the rapid advancements and strategic partnerships in the cylindrical battery sector, particularly focusing on the collaborations between major automotive and battery companies, highlighting the significance of large cylindrical batteries in the electric vehicle market. Group 1: Industry Developments - LG Energy Solution signed a six-year electric vehicle battery supply agreement with Chery's subsidiary, O&J Automotive Netherlands, for a total scale of 8GWh, expected to meet the demand for approximately 120,000 electric vehicles [2] - Chery's "Kunpeng Battery" brand showcases its deep layout in large cylindrical battery technology, with the 46110 model achieving an energy density exceeding 300Wh/kg [5] - NIO is collaborating with McLaren's Forseven to restart the development of the 46105 large cylindrical battery and 120-degree battery pack, with production planned by EVE Energy or Foxconn [3][7] Group 2: Technological Innovations - Chery's battery system has improved vehicle range to over 700 kilometers, enhanced safety with a cloud-based early warning system, and reduced production costs by 17% [6] - NIO's previous investment in battery production faced challenges, leading to a reduction in its R&D team and a shift to third-party battery procurement [6] - The new generation of large cylindrical batteries is being adopted by various international automakers, with BMW announcing that its next-generation batteries will feature over a 20% increase in energy density compared to previous models [11] Group 3: Market Trends - The article notes a significant push for large cylindrical batteries in overseas electric vehicles, with companies like Samsung SDI and EVE Energy ramping up production capabilities [9][10] - The standardization of cylindrical batteries is seen as beneficial for rapid production replication across different regions, aligning with the increasing demand for localized battery production in Europe and the U.S. [12] - The upcoming 18th High-Performance Lithium Battery Industry Summit will focus on the restructuring of the industry chain and the application of cylindrical batteries [13]

Core Viewpoint - The lithium battery new materials industry is entering a high-speed development phase, with significant growth expected in the lithium battery capacity demand and new materials market by 2030 [1][2]. Group 1: Industry Trends - The demand for lithium batteries is projected to reach 7 TWh globally by 2030, indicating a continuous growth in the lithium new materials market [1]. - The market for high-performance batteries, such as fast-charging technologies, is accelerating, with innovations in materials like lithium iron manganese phosphate and silicon-based anodes becoming crucial for cost reduction and efficiency improvement [1][2]. - AI is becoming a core engine for breakthroughs in next-generation battery technologies, with companies like CATL and Guoxuan High-Tech integrating AI into various stages of battery lifecycle management [1]. Group 2: Equipment and Material Innovations - Equipment manufacturers are focusing on innovations to enhance material processing precision, develop solid-state battery-specific equipment, and upgrade automation across the production process [2]. - The solid-state battery sector is entering a critical phase for cost reduction, with current costs for sulfide solid-state batteries ranging from 3.7 to 6.5 yuan/Wh and polymer composite electrolytes between 2 to 3.5 yuan/Wh [2]. Group 3: Conference Highlights - The conference will gather over 100 leading companies from various segments of the lithium battery supply chain, facilitating technical exchanges and new product showcases [3]. - Key topics will include the transformation of battery materials under diverse demands, the industrialization of composite materials, and the competitive landscape for lithium battery companies [4][6]. Group 4: Event Schedule - The event will feature a series of discussions on new material applications, market trends, and technological advancements in lithium battery materials, with a focus on collaborative efforts across the supply chain [4][6].

Core Viewpoint - The article highlights the 15-year journey of China's power battery industry, emphasizing its growth from inception to becoming a global leader, and outlines the challenges and opportunities that lie ahead as the industry enters a new phase starting in 2025 [2][4]. Group 1: Industry Development - The Chinese power battery industry has evolved significantly over the past 15 years, transitioning from a nascent stage to a robust sector that is now a key representative of China's manufacturing on the global stage [2]. - The industry is expected to face new challenges and opportunities as it moves towards 2025, with a focus on electric transportation, energy system transformation, and the emergence of new applications and business models [2][4]. - Globalization will be a critical theme for the Chinese lithium battery industry in the next 15 years, with the need to integrate into the global market and develop multinational enterprises [2]. Group 2: Activities and Events - 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 a grand industry celebration [5]. - The anniversary celebration will gather over 1,000 participants from the lithium battery industry to reflect on past achievements and future challenges [15]. Group 3: Future Outlook - The article outlines a roadmap for the lithium battery industry, categorizing its development into three phases: the budding period (2010-2015), the explosive growth period (2016-2020), and the globalization leadership period (2021-2025) [12]. - Future technological advancements will focus on solid-state batteries, sodium-ion batteries, and applications across various scenarios such as energy storage and eVTOL [13]. - The industry will also explore new business models and innovations as it prepares for the next 15 years [16].

高工锂电获悉， 远景动力已在 位于 无锡 江阴的超级 工厂启动 46 系大圆柱电池 产品 的 交付 ， 首 批产品已发往 美国，将用于宝马集团的 第六 代全球电动汽车平台 。 此举标志着远景动力开始履行其作为宝马集团 " 新世代 " 车型核心供应商的 关键 角色。 与此同时， 为满足 接下来 更大规模的交付需求， 远景动力 正在其河北沧州工厂部署更高生产效 率的产线，计划于 2025 年下半年投产。 摘要 远景动力无锡、沧州大圆柱产能"抢跑" 主动调整的背后， 是美国新一届政府近期在新能源汽车领域掀起的一系列政策风暴，从供需两端 同时为市场的长期走向带来了高度不确定性。 远景动⼒⼤圆柱产品，持续发往海外 按照宝马 集团在 2025 年 2 月公布的 技术 时间表， 第六代 平台将从 2026 年起正式批量采用 大圆柱电池 ， 以期 将使车辆续航里程提升 2 0%， 同时 10% 至 80% 的充电时间缩短 30% 。新平台 还 将 追求对 400V 和 800V 电压系统 的适配 ， 以 覆盖面向全球市场的 X7 、 X3 ，以及面向北美 拉美 市场的 X5 、 X6 等车型。 以 宝马 为代表的国际车企 对 ...

Group 1 - The 18th High-tech Lithium Battery Industry Summit focuses on the restructuring of the industry chain and the resonance of all-scenario applications [1] - The 2025 High-tech New Energy Materials Industry Conference emphasizes the role of AI and new materials in leading energy transformation [2] - The events are organized by High-tech Lithium Battery and High-tech Industry Research Institute (GGII) [3] Group 2 - The 2025 High-tech New Energy Materials Industry Conference is scheduled for June 25-26, 2025, at the Marriott Hotel in Jintan, Changzhou [3] - The subsequent conference on energy storage will take place on July 8-9, 2025, in Qionglai, Chengdu, China [4]

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 —— AI+新材料 引领能源变革 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 ◆ 电池 ◆ 01 宁德时代 成立新公司 6月16日，宁德时代在四川省宜宾市成立宜宾时代新能动力电池有限公司，注册资本10亿元人民 币，法定代表人为朱云峰。公司经营范围包括电池制造、销售及新兴能源技术研发等，由宁德时代 全资控股。 近日，宁德时代子公司与中国第一汽车集团进出口有限公司、龙昇新能源控股有限公司签 署战略合作协议，推进香港换电式营运车辆规模化应用及换电基础设施建设。计划2026 年底前建成10座换电站，覆盖香港各区。 ◆ 材料 ◆ 瑞志新材料负极材料项目动工 6月13日，甘肃瑞志新材料有限公司年产6万吨锂电池石墨负极材料项目在甘肃武威民勤红沙岗能 源化工工业集中区动工。项目总投资约14.2亿元，分两期建设，一期预计20 ...