Core Viewpoint - The solid-state battery industry is experiencing significant breakthroughs in commercialization, driven by advancements across the entire supply chain, from downstream applications to upstream materials [5][12]. Downstream Applications - Chery Automobile showcased its "Rhino S" solid-state battery module with an energy density of 600Wh/kg, which is over twice that of mainstream liquid lithium batteries. This battery is expected to enable electric vehicles to achieve a range of 1200-1300 kilometers, with potential to exceed 1500 kilometers, addressing consumer range anxiety. Chery plans to conduct trial operations in 2026 and aims for full-scale production by 2027 [6][7][8]. Midstream Manufacturing - Zhengli New Energy announced plans to raise approximately HKD 500 million through the issuance of new H-shares, with 10% allocated for the construction of a solid-state battery pilot production line. This move indicates a strategic shift towards next-generation battery technologies, focusing on sulfide solid electrolytes and all-solid-state batteries [10][11]. Upstream Materials - Honeycomb Energy and Jiangsu Huasheng Lithium Battery Materials Co., Ltd. have formed a strategic partnership to address the challenges in the mass production of sulfide solid electrolytes. The collaboration aims to leverage Huasheng's expertise in high-purity lithium sulfide production to enhance the performance of solid-state batteries [12][13][14][15].

Core Viewpoint - The lithium industry is subject to significant price fluctuations, and companies must adhere to supply and demand principles rather than engage in speculative practices. It is essential for domestic companies to adapt to local markets when expanding internationally, rather than simply replicating domestic models [2]. Group 1 - The lithium market has experienced two major price cycles over the past thirty years, highlighting the importance of understanding industry dynamics [2]. - Companies should focus on the essence of business rather than being influenced by short-term price movements, which can lead to "resource gambling" [2]. - Domestic competition in the lithium sector is intense, but companies must integrate into local markets when operating abroad to succeed [2].

G高工锂电修 2025年11月18-20日 深圳前海华侨城JW万豪酒店 码 上 报 名 楚能与锂电行业均处于起步阶段, 未来会持续深耕。在全球与国内经济中, 新能源产业的前景和市场,无其他行业可 媲美。行业"卷"只是竞争方式,无"卷 "则无机会,"卷"能让我们做出更具竞 争力的产品,推动行业进步。无需质疑行 业未来与市场容量,目前仍处起步期,市 场还有巨大空间,甚至能实现一倍到两倍 的持续增长。 来源：高工锂电15周年策划《高朋会》2025.05 激荡十五载 瞭望新征程 ２０２５第十五届高工锂电年会 暨十五周年庆典＆高工金球奖颁奖典礼 代德明 楚能新能源 董事长 ...

激荡十五载 瞭望新征程 2025第十五届高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 G高工锂电修 2025年11月18-20日 深圳前海华侨城JW万豪酒店 冯 笑 星恒电源 董事长 放眼全球,有1/3的人依赖两轮、三轮车 出行,这是既成事实。他们现在或许骑人力自 行车,或许骑油动摩托车,但未来十年,这其 中20-25亿人,都是星恒电源的潜在客户。我始 终认为,两轮车是最高效率的交通工具,这个 市场会持续存在。而且future is electric, 等未来所有场景实现电动化,星恒会努力推动 标准化。如果都能够用一款电池打天下,用一 个、两个、四个或者六个去任意地组合,对做 电池的人来讲以及对消费者来讲会是非常美好 的未来。 来源：高工锂电15周年策划《飞哥对话冯笑》 2025.08 ■ re i 码 上 报 名 ...

李填 博士 国轩高科 董事长 G高工锂电修 2025年11月18-20日 深圳前海华侨城JW万豪酒店 I 90 3 . 码 上 报 名 全球能源变革加速演进,格局重构 版图,人类能源文明正谱写新篇章。能源 技术创新从无灵光乍现的偶然,唯有长期 深耕才是必然。我始终坚信,要用"慢功 夫"做"难而正确"的事,用"真智慧" 解"无限可能"的题。身处百年变局,投 机取巧、不重科学终将被淘汰,唯有坚持 真理、聚焦实干方能跨越。国轩高科不惧 短期得失,不为乱象所惑。真正的科学探 索从不为掌声停留,思想引永远属于"无 人区"的拓荒者。 来源：2025全球科技大会国轩致辞2025.05 激荡十五载 瞭望新征程 ２０２５第十五届高工锂电年会 暨十五周年庆典＆高工金球奖颁奖典礼 ...

Core Viewpoint - The article emphasizes the transformation of precise research and development capabilities from being exclusive to industry giants to becoming standard for all enterprises, particularly in the context of battery technology and electrolyte formulation [1]. Group 1: Research and Development Capabilities - The introduction of a closed-loop workflow that integrates formulation, design, and prediction processes to enhance battery performance and lifespan [9]. - The development of proprietary molecular mapping and computational tools to accelerate the research and development process [10]. Group 2: Performance Evaluation - The article discusses the design assessment of new additives and their impact on battery performance, highlighting the importance of precise frequency measurement in electrolyte formulation [6][8]. - It mentions the ability to predict battery performance and lifespan from molecular characteristics, thereby streamlining the R&D process [8]. Group 3: Technological Innovations - The use of advanced AI systems to search for and evaluate potential solutions for battery performance issues, enabling scientists to test formulations effectively [10]. - The integration of intelligent systems to facilitate the design and testing of electrolyte systems, enhancing the overall efficiency of the development process [10].

Core Viewpoint - The article discusses the structural shortage of small storage battery cells in the context of increasing demand for large storage battery cells, driven by regulatory changes and market dynamics in the energy storage sector [2][3][4]. Group 1: Market Dynamics - The release of Document No. 136 at the beginning of the year triggered a chain reaction, leading to a rush to complete projects before the June 1 deadline, which increased demand for large storage battery cells [2][3]. - In the first half of the year, new energy storage tenders reached 126.3 GWh, a year-on-year increase of 100.8%, while the total winning bids amounted to 189.8 GWh, up 181.6% year-on-year [4]. - Major integrators and battery manufacturers have secured significant overseas contracts, further boosting the production of large storage battery cells [5]. Group 2: Production Capacity and Shortages - The focus on large storage battery cells has led to a structural shortage of small storage battery cells, particularly the 100Ah square cells [7]. - The production capacity of large cylindrical battery cells is gradually being released, with expectations of over 15 GWh in shipments for 2025 [9]. - The domestic production capacity of large cylindrical batteries is projected to exceed 100 GWh by 2026, with leading manufacturers locking in capacity for passenger vehicles [9]. Group 3: Regional Market Insights - The global household storage market has entered a stable growth phase, with Europe showing signs of recovery and Australia experiencing explosive growth due to government subsidies [10][11]. - In Australia, a subsidy program has significantly increased the installation of household storage systems, with installations reaching 19,600 units in the first month, a year-on-year increase of 2-3 times [11]. - The Australian market features various competing brands, including Tesla and Sungrow, with differing battery cell configurations [12]. Group 4: Technological Advancements - The large cylindrical battery cells have completed both technical and market validation, positioning them as a viable alternative to address the shortage of small storage battery cells [14]. - The demand for large storage battery cells has led manufacturers to prioritize their production, potentially sacrificing some small storage cell capacity [15]. - Companies with large cylindrical battery production capabilities are expected to be among the first to alleviate the shortage of household storage cells [16].

Core Viewpoint - The article reflects on the evolution of the lithium battery industry over the past fifteen years, highlighting significant milestones, challenges, and the future outlook for the sector, particularly focusing on the advancements in solid-state batteries and the importance of collaboration within the industry [4][5][8]. Industry Development Timeline - **2009-2013**: The industry began with the "Ten Cities, Thousand Vehicles" initiative, where the lithium battery sector was still in its exploratory phase. The entry of T Company in 2013 marked a significant turning point for electric vehicles and lithium batteries in China [4][5]. - **2014-2016**: A surge in subsidies led to a rapid increase in electric bus manufacturers, but many lacked substance, resulting in a chaotic market. The rise of three-element batteries became prominent during this period [5][6]. - **2017-2019**: The focus shifted to passenger vehicles, with significant challenges such as charging anxiety and safety concerns. The industry faced a downturn as subsidies decreased, leading to financial strain on manufacturers [6][7]. - **2020-2022**: Despite challenges, the lithium battery sector experienced high growth. The performance and cost advantages of lithium iron phosphate batteries became evident, establishing a strong foundation for energy storage applications [7][8]. - **2023-2025**: The industry is poised for further growth, with a focus on energy storage and the integration of solar energy. The rapid decline in energy storage battery prices poses challenges for many companies, but demand remains high [8][9]. Future Outlook - The next three years (2026-2028) are anticipated to be crucial for the solid-state battery sector, with significant advancements expected. The competitive landscape will be shaped by technological capabilities and strategic leadership [9][10]. - The article emphasizes the importance of collaboration and sharing experiences among industry leaders to navigate future challenges and ensure continued success [9][10].

Core Viewpoint - The globalization of lithium batteries is inevitable, with China's technology and production capacity playing a crucial role globally. The focus should be on "industry thinking" rather than "profit thinking," emphasizing long-term brand management and quality assurance in overseas markets [1]. Group 1 - The lithium battery industry is characterized as a high-tech sector that requires a long-term commitment to penetrate international markets [1]. - Companies must prioritize providing quality assurance and after-sales service rather than merely selling products and exiting the market [1].

Core Viewpoint - The Chinese power battery industry has transitioned from being a component supplier to a key player in the trillion-yuan energy sector, marking a significant opportunity and necessity for sustained development [1]. Group 1 - China is currently leading the global power battery development and should avoid low-level competition in the future [1]. - The industry must promote progress through higher standards, focusing on long-life technology and battery swapping decoupling models to address user pain points [1]. - Engaging the younger generation's talent is essential for continuously delivering better products, ensuring China's long-term leadership in this industry [1].