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（GGII） 峰会 时间： 2025年6月25-26日 峰会地点： 常州·金坛万豪酒店 峰会背景 ● 全场景电动化加速推进。 中国电动化渗透率突破50%临界点，带动产业链上下游开启新的产业 周期。同时，电力市场、船舶、商用车、人形机器人、eVTOL等赛道的发展成为锂电出货增长新 的驱动力。 ● 动力与 储能 产业协同融合发展 ， 电动化趋势下，将带动以动力电池为核心的新能源制造业规 模化发展，而储能的发展，则关系到区域性能源转型与碳中和目标实现，二者协同融合，将成为国 内各区域未来几年重点发展的方向，常州金坛作为率先发展新能源的区域，一定要率先抢占高地。 核心议程 | | 6月25日 | | --- | --- | | 时间 | 核心议题 | | 9:00"12:00 | 开幕式专场: | | . | 全球电动化新阶段竞逐风云 | | . | 全场景电动化产品研发与生态构建攻略 | | . | 动力电池技术. 价格与营销"激战" | | . | 下一代电池技术卡位与抢夺的激烈角逐 | | . | 装备企 ...

Core Viewpoint - 瑞浦兰钧 is expanding its commercial vehicle battery business internationally, particularly in Indonesia, through strategic partnerships and product innovations [2][4][8]. Group 1: Strategic Partnerships - 瑞浦兰钧 signed a strategic cooperation memorandum with Indonesia's Bakrie & Brothers Group to deliver over 3,000 electric buses and trucks by 2025 [2]. - The partnership aims to promote green energy applications in the Indonesian market, enhancing 瑞浦兰钧's customer base and providing overseas experience for product validation [4]. Group 2: Product Innovations - 瑞浦兰钧 recently launched the 324Ah Pro battery cell, featuring an energy density of 198Wh/kg and a lifecycle exceeding 10,000 cycles, designed to meet the demands of complex road conditions and fast charging [4]. - The company introduced a back-stacking battery cluster with a seamless connection design, allowing for a battery box capacity of 680kWh for lithium iron phosphate and 800kWh for ternary systems, enhancing vehicle performance [6]. Group 3: Manufacturing and Local Strategy - The establishment of 瑞浦兰钧's manufacturing base in Indonesia will focus on the R&D, manufacturing, and sales of lithium-ion batteries and components, with an expected annual production capacity of 8GWh post-phase one [8]. - The manufacturing facility will produce battery systems that meet local content requirements, supporting Indonesia's goal of achieving net-zero carbon emissions by 2060 [8]. Group 4: Industry Collaboration - PT VKTR Teknologi Mobilitas Tbk, backed by Bakrie & Brothers, will manufacture electric buses and trucks, with 瑞浦兰钧 providing advanced battery systems tailored for local production [9]. - The collaboration will focus on green transportation and low-carbon demonstration projects, integrating various aspects of the supply chain, including nickel product smelting and battery raw materials [9].

Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit will be held on June 9 at the Shangri-La Hotel in Suzhou, organized by GGII and sponsored by Zhongna Energy [2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit is scheduled for June 10 at the same venue, organized by GGII and sponsored by Liyuanheng [3] Group 2: Regulatory Updates - A new national standard for lithium-ion batteries, GB/T 45565—2025, will be implemented starting November 1, 2025, mandating unique identification codes for each new battery product to enhance lifecycle safety and quality management [3] Group 3: Company Developments - Delong Co., Ltd. plans to invest approximately 300 million yuan in new lithium battery projects and smart motor industrialization projects in Huzhou, Zhejiang Province [4][5] - Zhonglv Electric has been approved for a solid-state battery energy storage project in Inner Mongolia, specifically a 200,000 kW / 800,000 kWh facility [6][7] - China Nuclear Titanium Dioxide has decided to terminate its 500,000-ton phosphoric acid project and will redirect remaining funds to support daily operations and business development [8][9] Group 4: International Developments - Envision AESC's battery super factory in Douai, France, has officially commenced operations, with an initial capacity of 10 GWh, capable of powering 200,000 electric vehicles annually [11] - South Korean company Solus Advanced Materials has signed a contract to supply battery copper foil to CATL's European factory starting in 2026, although the contract size and duration remain undisclosed [12] - BASF has launched its Black Mass plant in Schwarzheide, Germany, with an annual processing capacity of 15,000 tons of waste lithium-ion batteries, making it one of the largest facilities of its kind in Europe [14][15]

Core Viewpoint - The article highlights the significant advancements in solid-state battery technology, emphasizing its potential to revolutionize various sectors, including electric vehicles and energy storage, marking the beginning of a new era in the trillion-dollar new energy industry. Group 1: Solid-State Battery Developments - Solid-state batteries are recognized for their high theoretical energy density, inherent safety, and long cycle life, making them the ultimate battery technology for sectors like electric vehicles, energy storage, eVTOL, AI, and consumer electronics [1][2] - Major domestic advancements in solid-state battery technology have been achieved, with companies like BYD and FAW successfully developing large-capacity solid-state battery cells exceeding 60Ah, indicating a shift from basic research to practical application [1][2] Group 2: Material and Equipment Innovations - In the materials segment, sulfide solid electrolytes have become mainstream, with breakthroughs in oxide and polymer pathways. The trend towards composite solid electrolytes and modified anode/cathode materials is evident to overcome performance bottlenecks [2] - The equipment segment is witnessing the emergence of dry electrode equipment and pilot production lines for solid-state batteries, presenting challenges in scaling production, including consistency, yield rates, production efficiency, and cost [2] Group 3: Market Outlook and Industry Trends - The transition to solid-state battery commercialization is anticipated, with semi-solid batteries already entering automotive supply chains and expected to expand in application scale by 2025. Full solid-state batteries are projected for small-scale vehicle validation around 2027 [2] - The industrialization of solid-state batteries has progressed from technical validation to engineering challenges, with collaborative breakthroughs in materials, equipment, and ecosystem expected to reshape the global new energy industry landscape, potentially reaching a commercialization tipping point by 2030 [2]

Group 1 - The 2025 High-Performance Solid-State Battery Technology and Application Summit will be held on June 10 at the Shangri-La Hotel in Suzhou, focusing on advancements in solid-state battery technology, material and equipment innovation, market trend analysis, and full-scene application exploration [2] - The summit will cover key topics such as solid-state battery industry chain collaboration, cost control, and commercialization [2] - The event is sponsored by Liyuanheng and will feature three main sessions: Session One on key "puzzles" for full-scene applications, Session Two on equipment and material innovation, and Session Three on discerning market trends [2]

Group 1 - The 2025 High-Performance Sodium Battery Industry Summit will be held on June 9 in Suzhou, organized by GGII and sponsored by Zhongna Energy [2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit is scheduled for June 10 in Suzhou, organized by GGII and sponsored by Liyuanheng [3] Group 2 - The National Standard for Lithium-Ion Battery Coding (GB/T 45565—2025) was approved on April 25, 2025, and will be implemented on November 1, 2025, requiring each new lithium-ion battery to have a unique identification code [3] - The coding system will cover all product levels from cell to battery system, enabling full lifecycle management and traceability of batteries [3][4] - The coding consists of five parts: enterprise code, product type, battery type, production date, and dynamic serial number, facilitating a shift from post-event accountability to proactive governance [3][4] Group 3 - In the long term, the coding system will create a "digital archive" for batteries, enhancing product quality control and customer service, while meeting transparency requirements from manufacturers and regulators [4] - The coding data will support new services such as battery health monitoring and carbon footprint management [4] - The "One Battery, One Code" initiative aligns with international efforts for a "battery passport," establishing a technical foundation for domestic implementation [4][5] Group 4 - Leading Chinese companies like CATL, Sunwoda, and Envision Energy are advancing their coding systems to align with the GBA battery passport standards [5] - Major battery manufacturers in China have joined the Global Battery Alliance to promote international recognition of the coding system [5] - The "One Battery, One Code" initiative is expected to support national quality traceability and recycling systems, and later connect with battery passport requirements for compliance in the European market [5]

Core Viewpoint - The lithium iron phosphate (LFP) industry is experiencing significant challenges due to declining prices and profit margins, yet large-scale orders indicate strong underlying demand and a shift towards high-value products [3][7][10] Group 1: Industry Events and Conferences - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [2] Group 2: Market Demand and Orders - The LFP industry continues to secure large long-term contracts despite price pressures, indicating robust market demand [3][7] - CATL has partnered with Wanrun New Energy to supply approximately 1.3231 million tons of LFP products from May 2025 to 2030, with a total transaction value exceeding 40 billion RMB [4] - Longpan Technology has secured significant international contracts, including a deal with EVE Energy in Malaysia for 152,000 tons of LFP from 2026 to 2030, valued at over 5 billion RMB [5] Group 3: Price and Profit Challenges - The LFP industry is facing severe price and profit challenges, with the gross margin expected to drop to around 3% in 2024 due to falling lithium salt prices [7][10] - Lithium salt prices have plummeted from approximately 600,000 RMB per ton at the end of 2022 to 100,000 RMB by the end of 2023, and further down to 77,000 RMB by the end of 2024 [7] - As of May, the average market price for LFP was around 32,000 RMB per ton for power-type and 31,000 RMB for energy storage-type, reflecting a decline of 1,000 to 1,500 RMB per ton since the beginning of the year [7] Group 4: Industry Transformation and Opportunities - The industry is urged to undergo structural transformation, with high-density LFP products being a key area for enhancing product value [8] - High-density LFP products with a density above 2.6 g/cm³ can achieve a premium of approximately 2,000 RMB per ton, although current production capacity for such products is limited [8] - The overseas market is showing increasing demand for LFP, with major battery manufacturers like LG Energy and Samsung SDI planning to introduce LFP battery production lines in collaboration with General Motors [9][10]

Core Viewpoint - The article emphasizes the significant advancements in solid-state battery technology, highlighting its potential to revolutionize various sectors, including electric vehicles, energy storage, and consumer electronics, marking the beginning of a trillion-level new energy industry era. Group 1: Industry Developments - The solid-state battery technology has made substantial progress in China, with companies like BYD and FAW successfully developing large-capacity solid-state battery cells exceeding 60Ah, indicating a shift from basic research to practical application [1][2]. - The research and development of solid-state electrolytes is dominated by sulfide materials, with parallel breakthroughs in oxide and polymer pathways, showcasing a trend towards composite materials in solid-state battery development [2]. - The industry is facing challenges in scaling production, with the emergence of dry electrode equipment and pilot production lines, necessitating breakthroughs in consistency, yield rates, production efficiency, and cost [2]. Group 2: Market Outlook - The semi-solid battery is currently being integrated into automotive supply chains as a transitional solution, with expectations for expanded application by 2025; full solid-state batteries are anticipated to undergo small-scale vehicle testing around 2027 [2]. - The industrialization of solid-state batteries has progressed from technical validation to engineering challenges, with collaborative breakthroughs in materials, equipment, and ecosystem expected to reshape the global new energy landscape, potentially reaching a commercialization tipping point by 2030 [2]. Group 3: Event Highlights - The 2025 High-Performance Sodium Battery Industry Summit and the 2025 Solid-State Battery Technology and Application Summit are scheduled for June 9 and June 10, respectively, at the Shangri-La Hotel in Suzhou, featuring key industry players and discussions on the latest trends and technologies [1][3]. - The events will include award ceremonies for pioneers in sodium and solid-state battery industrialization, as well as a series of presentations and discussions led by industry experts on the current state and future directions of solid-state battery technology [4][5].

Core Viewpoint - The article discusses the importance of liquid injection technology in lithium battery production, highlighting the critical components such as injection valves, vacuum injection valves, and back pressure needles that directly affect battery performance and safety. Group 1: Liquid Injection Technology - Liquid injection is a key process in lithium battery production, where the precise transmission of electrolyte is crucial for cell performance [1] - Injection valves are essential for high-precision metering and dynamic sealing, ensuring effective electrolyte transfer [3] - Vacuum injection valves play a critical role in eliminating internal bubbles and improving electrolyte wetting efficiency as energy density and process innovations increase [3] Group 2: Back Pressure Needles - Back pressure needles are vital for pressure regulation and stability in the injection system, directly impacting injection accuracy and cell consistency [4] - Guangzhou Feisheng Precision Equipment Co., Ltd. has accumulated extensive technical expertise in the design, manufacturing, and application of injection valves, vacuum injection valves, and back pressure needles since entering the lithium battery injection technology field in 2009 [4] Group 3: Product Development and Market Application - The company has developed a series of injection valve products tailored to the specific chemical properties of electrolytes and complex working conditions, optimizing valve core structures and sealing material selection to reduce residue risks and enhance stability [4][5] - The vacuum injection valve is designed to maintain stable sealing performance under high vacuum conditions, effectively preventing air ingress and electrolyte leakage, thus ensuring improved cell performance [5] - The back pressure needle features a modular design that adapts to various battery shapes, demonstrating good adaptability in both power and energy storage battery production [5] - The products have been widely adopted by leading domestic lithium battery manufacturers and have successfully entered international markets, including South Korea, Europe, and the United States [5]

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） ...