Core Insights - The article highlights the acceleration of electrification in various sectors, with China's electrification penetration rate surpassing 50%, driving a new industrial cycle in the lithium battery supply chain [2] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for regional energy transformation and achieving carbon neutrality goals [2] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, leading to an optimization of supply and demand within the industry [2] - The application of new materials and processes is accelerating, with differentiated performance in power and energy storage batteries, driven by market demands [2] Industry Development - Changzhou is positioned for significant breakthroughs in the new energy sector, leveraging its strong foundation and development potential to become a leading base for the global new energy industry [3] - The summit will gather over 300 influential companies and 1,000 industry leaders for technical exchanges and new product showcases, highlighting the importance of collaboration in the lithium battery supply chain [5] Summit Highlights - The summit will feature a series of key discussions on topics such as the restructuring of the industry chain and the development of all-scenario electrification products [6] - Notable sessions include insights on next-generation battery technologies and the market applications of semi-solid batteries, showcasing the latest advancements in the lithium battery sector [6][7]

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 2025高工新能源新材料产业大会 —— AI+新材料 引领能源变革 小米汽车近日公布的固态电池专利。 专利 名为《固态电池复合电极与制备方法及包含其复合电极的固态电池》。 根据国家知识产权局 公开信息，该专利申请于2023年12月12日，并于2025年6月13日正式公布。 小米汽车的固态电解质方案采用聚合物与金属盐复合材料。专利摘要显示，小米汽车研发的固态电 池复合电极由集流体和层叠电极材料层组成，其中固态电解质沿集流体厚度方向贯通整个电极材料 层，旨在缩短离子在厚电极中的传输路径，使传输速率显著提升，同时电极载量和倍率性能得到优 化。 小米汽车自2021年宣布造车以来，已将电池技术列为核心研发方向。此次专利公布前，小米已通 过投资卫蓝新能源、赣锋锂业等企业，布局固态电解质材料领域，并在江苏盐城建设电池试制线。 2025年3月，小米与宁德时代、北汽等合资成立电池公司，重点研发电芯级动力电池技术。目前 小米 长续航 车型 SU7 Max车型搭载宁德时代麒麟电池，续航达800km，而此次固态电池专利的 公布， 或将 是其 冲击"CLTC续航超 ...

Core Viewpoint - The solid-state battery technology is a crucial direction for the continuous development of lithium batteries, receiving significant attention from society and supported by national policies, particularly the "14th Five-Year Plan" [8][12]. Group 1: Solid-State Battery Developments - Solid-state batteries are being developed with a target energy density of over 350Wh/kg for single cells and 260Wh/kg for system energy density, with applications in extreme environments [8]. - Current advancements include solid electrolyte materials with conductivity reaching 10mS/cm and energy density of 369.93Wh/kg, with ongoing large-capacity battery cycle tests [8]. - Research is focusing on improving ionic conductivity and mechanical properties of composite solid-state electrolytes, with room temperature ionic conductivity reaching 0.78mS/cm [9]. - Sulfide solid-state batteries are expected to increase energy density from 300Wh/kg to over 500Wh/kg by 2027, with a shift in research focus towards air stability and cost control [12]. Group 2: Safety and Production Innovations - The "quasi-solid" battery solution from Zhongtian Energy demonstrates excellent safety features, passing rigorous tests without fire or explosion, and aims to eliminate liquid leakage risks in future designs [13]. - Dazhu Lithium's focus on prototype equipment development and core module breakthroughs aims to enhance production yield, which currently stands at 60%-70% in labs and 40%-50% in pilot lines [16]. - The introduction of advanced rolling technologies by Boluwei has improved the production of dry electrodes and solid electrolyte membranes, achieving high precision and uniformity [17][19]. Group 3: Material Innovations - Xinyuan Materials has developed multi-layer solutions for solid electrolyte membranes, enhancing performance and safety in high-energy density battery designs [21]. - Yili Technology has achieved a room temperature ionic conductivity of over 17mS/cm for sulfide solid-state electrolytes, with a leading energy density of 474Wh/kg for their 20Ah solid-state cells [22]. - BlueTing New Energy is focusing on material innovation rather than price competition, introducing MOF materials to enhance lithium-ion conduction and improve battery performance [24].

Core Viewpoint - The article discusses the transformation of the lithium battery industry towards a new phase characterized by "capacity landing" since 2025, emphasizing the establishment of localized production capabilities in Southeast Asia and Europe, driven by the demand from downstream battery manufacturers [3][10][15]. Group 1: Industry Trends - The globalization of Chinese lithium battery companies has entered a new stage focused on establishing overseas production bases, particularly in Southeast Asia, with Indonesia serving as a key example [3]. - Dragon Power Technology's lithium iron phosphate (LFP) factory in Indonesia, with a capacity of 30,000 tons, has successfully commenced production, marking a significant milestone in localizing supply chains [3][4]. - The establishment of long-term supply agreements, such as the five-year contract worth over 5 billion RMB with Yiwei Lithium Energy, highlights the recognition of the value of localized production [4]. Group 2: Regional Developments - In Malaysia, Yiwei Lithium Energy's first overseas factory began production in January, and another project by Xingyuan Material is set to launch in June, indicating a trend of local production capabilities for key lithium battery materials [7]. - European expansion is also accelerating, with companies like Tianci Materials planning a 2 billion RMB investment in Morocco for an integrated base producing 150,000 tons of electrolyte and key raw materials [9]. - Hungary is emerging as a lithium battery industry hub, with significant investments from membrane manufacturers and other key players [8]. Group 3: Market Dynamics - The shift from "announcement" to "landing" in 2025 is driven by the need for efficient local supply chains to support the new capacities being released by battery manufacturers like CATL and Yiwei Lithium Energy [10]. - The competitive environment in the domestic market, particularly in the cathode materials sector, has led to a decline in average gross margins, pushing companies to seek new profit growth points overseas [11][12]. - Companies like Wanhua Chemical are strategically positioning themselves in Europe, transitioning from technology partners to core suppliers in the supply chain [13]. Group 4: Ecosystem Development - The integration of equipment suppliers, such as Haimeixing Laser, into the global supply chain is crucial for ensuring the efficiency and consistency of overseas production [14]. - The formation of efficient lithium battery industry clusters in regions like Southeast Asia and Hungary allows for rapid response to supply needs and fosters innovation through close collaboration [15]. - The article concludes that the globalization of the lithium battery industry is evolving beyond mere capital outflow and capacity replication to encompass comprehensive technology, standards, management, and ecosystem exports [15].

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 emphasizes the role of AI and new materials in leading energy transformation [2] - The events are organized by High-tech Lithium Battery, High-tech Energy Storage, and High-tech Industry Research Institute (GGII) [3][4] 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 will take place on July 8-9, 2025, in Qionglai, Chengdu, China [4]

Core Viewpoint - The article discusses the upcoming 18th High-tech Lithium Battery Industry Summit, highlighting the acceleration of electrification across various sectors and the structural adjustments within the lithium battery industry, emphasizing the importance of innovation and collaboration for future growth [2][3]. Group 1: Industry Trends - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain [2]. - The synergy between the power and energy storage industries is crucial for achieving regional energy transformation and carbon neutrality goals, with a focus on large-scale development of new energy manufacturing centered around power batteries [2]. - Structural adjustments in the lithium battery industry are evident, with core material prices rebounding and battery cell prices stabilizing, leading to a competitive reshaping of the supply chain [2]. Group 2: Technological Advancements - The application of new materials and processes is accelerating, with differentiated performance in power and energy storage batteries becoming more pronounced, driven by market demands [2]. - The development of new battery systems is being propelled by AI4S, which is facilitating the exploration of new materials such as composite conductive fluids and silicon-based anodes [2]. Group 3: Event Highlights - The summit will gather over 300 influential companies and more than 1,000 industry leaders from the lithium battery supply chain for technical exchanges and new product showcases [5]. - The agenda includes key discussions on industry restructuring, technological advancements, and market opportunities in various applications, such as eVTOL and commercial vehicles [6][7].

Core Viewpoint - The article discusses the advancements and challenges in solid-state battery technology, highlighting the potential for significant growth in various applications, particularly in the electric vehicle and energy storage sectors. 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, scheduled for June 25-26, 2025, in Changzhou [4] - The 2025 High-tech New Energy Materials Industry Conference will explore AI and new materials leading energy transformation, set for July 8-9, 2025, in Chengdu [5] Group 2: Solid-State Battery Developments - Half-solid-state batteries have achieved a breakthrough from "0 to 1," with no core limitations in materials and applications, moving towards scale, maturity, and cost reduction [8] - Full solid-state batteries are expected to take 5-6 years to reach GWh-level production, with a breakthrough anticipated post-2028 [8] - By 2030, solid-state batteries are projected to drive demand for high-nickel and silicon-based materials exceeding 50,000 tons, electrolytes and conductive agents over 5,000 tons, and a market impact exceeding 10 billion [8] - The peak capacity construction period is expected between 2025-2026, with energy storage likely to be prioritized [8] - In 2025, shipments of half-solid-state batteries are expected to exceed 10 GWh, with an increasing share of lithium iron phosphate systems [8] Group 3: Challenges in Solid-State Battery Technology - Solid-state batteries face two main challenges: the solid-solid contact issue leading to low lithium-ion conductivity and the inability of single solid electrolyte materials to meet the demands of full solid-state batteries [9] - A proposed solution involves in-situ solidification, converting liquid electrolytes to solid through chemical or electrochemical reactions, enhancing contact with electrode particles [9] Group 4: Equipment and Safety Innovations - Li Yuan Heng has developed equipment to address ion transmission bottlenecks caused by solid-solid contact, including dry coating devices and integrated machines for electrolyte and electrode sheets [11][12] - A comprehensive safety design system has been established to mitigate the toxicity and flammability of sulfide batteries, ensuring production safety [12] Group 5: Aviation Battery Requirements - eVTOLs have emerged as the primary type of low-altitude aircraft, necessitating higher energy density for pure electric aviation batteries, with requirements exceeding 400 Wh/kg for a 300 km range [13] - Hybrid aviation batteries require energy densities over 200 Wh/kg and must operate in a wide temperature range of -35 to 80°C, with a cycle life of 2000 times to reduce battery replacement costs [13] - Significant advancements have been made in pure electric and hybrid aviation power batteries, achieving energy densities of over 360 Wh/kg and power densities exceeding 3900 W/kg [13] Group 6: Material and Process Innovations - Most electrode materials still rely on traditional wet processes, lacking adaptability to dry processing characteristics; a shift towards "process-oriented material design" is recommended [16] - The development of a second binder to reduce PTFE content while improving membrane performance is suggested to address lithium loss issues [16] - A fully automated production line capable of handling the entire process from feeding to film formation has been established, along with a laboratory for exploring dry process techniques for solid-state batteries [16]

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][4] 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]

Core Insights - 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 [1][2]. Group 1: Industry Trends - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain [2]. - The synergy between the power and energy storage industries is expected to drive the large-scale development of new energy manufacturing, with a focus on achieving regional energy transformation and carbon neutrality [2]. - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and cell prices stabilizing, leading to an optimization of supply and demand [2]. Group 2: Technological Advancements - New materials and processes are accelerating their application, with differentiated performance in power and energy storage batteries becoming more pronounced [2]. - 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 [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 industry trends and technologies [6][7].

Core Viewpoint - The solid-state battery industry is at a critical juncture, transitioning from technology to application, with a focus on overcoming engineering challenges to realize its market potential [1] Group 1: Industry Development - The two main driving forces for industry development are policy and capital, with the new national standard for battery safety providing significant assurance for solid-state batteries [2] - Despite a slowdown in financing events in early 2025, capital investment is becoming more concentrated on high-potential companies, with over 50 GWh of expansion plans and total investments exceeding 20 billion yuan in the solid-state battery sector [2] - As of April 2025, there are over 280 companies in the solid-state battery industry, with more than 130 battery companies deeply engaged in R&D [3] Group 2: Market Dynamics - The number of solid-state battery companies is expected to grow by over 20% from 2024 to 2025, with a significant portion being new entrants and traditional lithium battery companies transitioning [4] - The industry’s production capacity is primarily concentrated in eastern regions of China, leveraging established customer bases and technical resources [5] Group 3: Challenges and Concerns - There are concerns about the rapid growth of the industry, with over 30 companies recently launching new solid-state battery products, leading to skepticism about the validity of various technical approaches [6][7] - Current industry capacity planning indicates a total of nearly 450 GWh, with investments exceeding 250 billion yuan, but actual production capacity is only around 25 GWh, with an effective utilization rate below 20 GWh [7][8] Group 4: Future Outlook - The industry is expected to experience a significant capacity release peak between 2025 and 2026, with solid-state batteries projected to reach a milestone of 1 GWh by 2028, indicating substantial growth potential [9][10] - The core tasks for semi-solid and all-solid-state batteries involve cost reduction and engineering challenges, respectively, with a focus on achieving high energy density and safety [10] - The solid-state battery sector is anticipated to create a demand for over 50,000 tons of high-nickel and silicon-based materials by 2030, along with a substantial market for advanced equipment [11] Group 5: Industry Collaboration - There is a call for deep collaboration across the entire supply chain to overcome the final engineering challenges in solid-state battery commercialization [12]