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-Solid-State Battery Technology and Application Summit is scheduled for June 10 in Suzhou, organized by GGII and sponsored by Liyuanheng [3] Group 2 - BYD reported a record high in battery installations for May 2025, with a total of approximately 28.476 GWh, representing a year-on-year increase of 101.12% and a month-on-month increase of 7.55% [3] - Cumulative installations for 2025 reached approximately 107.507 GWh [3] Group 3 - CATL signed a strategic cooperation agreement with Dongfeng Nissan to enhance collaboration in battery technology research, product innovation, and market expansion [4] - CATL also signed a strategic cooperation agreement with the Lanzhou Municipal Government to focus on new energy battery aftermarket construction and zero-carbon city development [7] Group 4 - Guangdong Meizhou's ecological environment bureau accepted an environmental impact report for a project aimed at recycling 60,000 tons of waste lithium batteries annually, with an investment of 651 million yuan [8] - Six Countries Chemical plans to raise up to 800 million yuan for a project to produce 280,000 tons per year of battery-grade refined phosphorus [9] - Hubei Shengxinbao signed a 1 billion yuan investment project for lithium battery electrode columns, expected to generate an annual output value of 500 million yuan [11] Group 5 - Rongbai Technology reported full production and sales of its lithium manganese iron phosphate products, with significant demand expected to continue into 2026 [12] - Longpan Technology secured a long-term contract with Eve Energy for the sale of 152,000 tons of lithium iron phosphate cathode materials, with total sales expected to exceed 5 billion yuan [15]

Core Viewpoint - The article discusses the advancements and strategic positioning of Funeng Technology in the solid-state battery sector, highlighting its focus on soft-pack technology and the development of high-capacity batteries for various applications [3][4][6][7]. Group 1: Solid-State Battery Development - Funeng Technology has made significant progress in developing a 60Ah sulfide solid-state battery, with plans for small-scale delivery to strategic partners by the end of 2025 [3][11]. - The company emphasizes the challenges in the sulfide system, particularly the solid-solid interface contact issues that become more pronounced as cell capacity increases [3][11]. - Funeng's approach combines soft-pack technology with innovative materials and manufacturing processes to overcome these challenges and enhance battery performance [4][5][6]. Group 2: Market Demand and Applications - The demand for electric vehicles (EVs) has surged, with sales surpassing ten million units, leading to a shift from quantity-driven to quality-driven market dynamics [14]. - Funeng Technology has developed four battery solutions tailored to different market needs, including ultra-high performance, cost-effective options, and sodium batteries for various applications [15][17][18]. - The ultra-high performance solution targets high-end vehicles and eVTOL markets, achieving energy densities of 300-400Wh/kg and passing FAA safety certifications [15]. Group 3: Strategic Partnerships and Market Position - In May 2025, Guangzhou Industrial Control Group became the controlling shareholder of Funeng Technology, providing financial stability and enhancing industry collaboration [19][20]. - The partnership strengthens Funeng's integration into the local supply chain, improving competitiveness with companies like GAC and XPeng [21]. - Funeng's international market presence has also grown, ranking third in battery exports in 2024, with significant supply to passenger vehicles and eVTOLs [22]. Group 4: Future Outlook - Funeng Technology is positioned to leverage its soft-pack technology to reshape the energy landscape, expanding from automotive applications to energy storage solutions [24]. - The company aims to accelerate its development in the solid-state battery sector, capitalizing on its technological advantages and market demand [24].

成本攻坚: 50万元/吨硫化锂 10万元/吨硅碳 何时到来 | 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) | | | 总冠名: | | | 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) | | | | 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: 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) | | G高工锂电缆 G高工储能 G高工产研 注液泵首选品牌 C E C E FSH-CF恒流系列 INJECTION PUMP 注液泵 广州飞升精密设备有限公司 技术与应用峰会 利 元 亨 总冠名 Hy Ric play with lyric 打通固态电池产业化最后 ALE 2025 品 国际 == 30 技术与网: 2025/06/10 苏州 香 格 里 拉 大 酒 店 码 上 报 名 Ascend 精良 ...

6月会议预告 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 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： 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） 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） 总冠名： 众钠能源 会议时间： 6月9日 " 绿电直连 " 新时代的大门 正在 开启。 5 月 21 日，国家发改委、国家能源局 联合发布了《关于有序推动绿电直连发展有关事项的通 知》（以下简称《通知》）。 这是国内在绿电直连领域的首份国家层面政策文件，旨在规范并推动这一新兴供电模式的发展。 然而，细读《通知》条款，绿电直连的探索之路清晰地指向了成本与风险并存的现实，对潜在参与 企业的真实需求和承压能力提出了直接考验。 据梳理， 《通知》首先明确界定了绿电直连的范围，指风电、太阳能发电、生物质发电等新能源 项目不直接接入公共电网，而是通过直连线路向单一电力用户供给绿色电力，并能实现供给电量的 清晰物理溯源。 需注意该 定义 未将 水电和核电 包含在内 。 直连线路 ...

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） 总冠名： 众钠能源 会议时间： 6月9日 在此背景下，2025年5月16日， 高工锂电 在CIBF展会期间举办的圆桌会议—— 全场景电池应对与出海战略 ，围绕全场景电池挑战、超快充材料、下 一代技术前瞻、全球化布局及碳足迹管理等议题， 星源材质营销副总裁夏钧、诺德股份总裁陈郁弼、杉杉科技执行总经理丁晓阳、航盛锂能研 发副总 宋飞、欧科工业空调副总王健 等嘉宾展开深度探讨。 01 电池应用裂变，倒推产业创新 电池应用场景的多元化裂变正成为驱动锂电产业创新的核心引擎 ，从动力、储能到低空经济、智能机器人等领域的需求爆发，正倒逼产业链各环节加 速技术迭代与材料革新。 杉杉科技执行总经理丁晓阳 指出，电池应用已从数码、动力、储能的基础分类，进一步细分为快充、长循环储能、低空经济、智能机器人等多元场 景。差异化需求催生对硅碳负极、长循环材料的旺盛需求，推动企业在挑战中寻找机遇，例如针对高功率场景开发适配的高导电性材料，针对储能场景 优化循环稳定性。 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 ...

Group 1 - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [1][2] - The event is organized by GGII and sponsored by Zhongna Energy [2] - The 2025 Solid-State Battery Technology and Application Summit will take place on June 10, 2025, also at the Shangri-La Hotel in Suzhou [3] Group 2 - The Solid-State Battery Summit is organized by GGII and sponsored by Liyuanheng [3]

Core Viewpoint - The focus of battery companies is shifting towards enhancing the charging experience for electric vehicles, particularly in the "last mile" of charging, which involves reducing the time taken to charge from 80% to 100% [2][5] Group 1: Technological Advancements - Battery companies are improving charging efficiency, with Jiayao Tongxing's new technology reducing the time to charge from 80% to 100% to 11.5 minutes, a 75% improvement over conventional batteries [2] - Honeycomb Energy has optimized its 4C fast charging project to achieve a full charge in 15 minutes, with the time from 80% to 100% reduced to 5 minutes, marking a 30% enhancement [3] - BYD has introduced the end-fast charging technology in its e-platform 3.0 Evo, indicating a trend towards faster charging solutions [4] Group 2: Charging Curve Optimization - The optimization of the constant voltage (CV) phase in traditional charging methods is crucial, as it significantly slows down charging speed to protect the battery [5] - Data from Xiaomi's SU7 Pro shows a dramatic decrease in charging power as the battery approaches full capacity, with reductions of up to 92% at 95% SOC [5] Group 3: Different Approaches to Fast Charging - BYD employs pulse charging to reduce battery polarization and increase end charging current, potentially including negative pulse currents to alleviate lithium ion accumulation [6] - Honeycomb Energy enhances charging capacity through a stacking process and utilizes a dual temperature control monitoring system for efficient end charging [6] - Many companies proposing end-fast charging solutions are those producing blade batteries, likely due to the improved thermal performance of the stacking process [7]

Core Viewpoint - The lithium battery industry is facing a dual pressure from falling lithium prices and a renewed price war in the domestic automotive market, leading to a "double weak" supply and demand situation [3][10]. Group 1: Lithium Price Trends - The price of lithium carbonate futures has dropped below 60,000 RMB/ton, a decline of over 20% since the end of 2024 [3]. - The spot market price for battery-grade lithium carbonate is hovering around 60,000 RMB/ton, down from approximately 78,000 RMB/ton at the beginning of the year [4]. - The average CIF price of 6% lithium spodumene has decreased from 825 USD/ton to 645 USD/ton since April 2025, marking a decline of over 20% [4]. Group 2: Supply and Inventory Dynamics - New project capacities, particularly in South American salt lakes and African lithium mines, are significantly increasing [5]. - In April, China imported 28,300 tons of lithium carbonate, a month-on-month increase of 56% and a year-on-year increase of 18% [5]. - As of May 2025, the total social inventory of lithium carbonate in China reached 131,700 tons, with salt plant inventory increasing by 8.8% [7]. Group 3: Automotive Market Developments - The domestic automotive market is experiencing a renewed price war, initiated by BYD, which launched limited-time "subsidized prices" for 22 models due to a retail sales growth slowdown to 14.9% in the first four months of 2025 [8]. - Other brands, including Leap Motor, Changan, and Buick, have also joined the price-cutting promotions, indicating a fierce competitive environment [9]. - The price war has extended to the smart driving sector, with companies like XPeng offering competitively priced models featuring advanced technology [9]. Group 4: Industry Profitability and Trends - Despite BYD's gross margin of 20.1% in Q1 2025, the overall profit margin for the domestic automotive manufacturing industry is slightly above 4%, indicating increased pressure from the price war [9]. - The lithium battery industry is entering a traditional off-season, with a 4.3% month-on-month decline in the installation volume of power batteries in April 2025 [10].

Group 1 - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [1][2] - The event is organized by GGII and sponsored by Zhongna Energy, focusing on advancements in sodium battery technology [1][2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [3] Group 2 - The Solid-State Battery Summit is organized by GGII and sponsored by Liyuanheng, highlighting developments in solid-state battery applications [3]

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） 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） 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： 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） 在经历 2024 年行业深度调整后，2025 年锂电池产业迎来多元化场景爆发与技术迭代的 "新变"。 开年以来，终端应用从单一的乘用车电动化向储能、人形机器人、低空经济等多元场景延伸，叠加 固态电池、钠电池等下一代技术加速产业化，推动锂电池产业链从材料端到系统端开启全面革新。 在此背景下，2025 年 5 月 16 日， 高工锂电 在 CIBF 展会期间举办首场材料专场圆桌对话—— 材料革命：打破动力电池的性能边界 ，围绕 "电池场景多元化下的材料变革""下一代电池产业化 的材料创新" 等核心议题展开探讨。 新宙邦电池事业部总经理钱韫娴、德福科技营销中心总经理宋铁峰、奥创科技总经理尹东星、中孚 新材技术总监张国福、沧州明珠 ...