主办单位： 高工钠电、高工产业研究院（GGII） 6月会议预告 2025高工钠电 产业峰会 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） 全球能源 锂电 产业规模加速迈向 TWh 时代 ， 激烈的价格竞争每天冲击着企业的成本底线。 2024 年中国锂电市场呈现 " 量增价跌 " 的显著特征 、 2 025 年 电芯价格 已经跌入 0. 2 元 /Wh 时代 ，行业整体盈利能力面临严峻挑战。 GGII 统计 显示，尽管中国锂电池出货量逆势增长 32.6% 至 1175GWh ，但 24 家主要锂电上 市公司的锂电池业务总营收合计约 6795 亿元，同比下降 8.7% 。 产业链上游材料端同样面临巨大压力，主要材料供应商营收普遍下滑，其中正极材料降幅超过 40% ，电解液、负极、隔膜营收也分别同比下降 20% 、 4.5% 和 11.7% 。 这一现象反映了全产 ...

Core Viewpoint - The article discusses the advancements in fast-charging battery technology, particularly focusing on the unique approach taken by JuWan Technology, which emphasizes average charging rates over peak rates, aiming for stability and longevity in battery performance [1][4][6]. Group 1: Industry Developments - The new national standard for high-power charging will be fully implemented by the end of 2024, increasing the current limit from 250A to 800A and the voltage limit from 1000V to 1500V, which enhances safety and compatibility with existing charging interfaces [3]. - JuWan Technology's XFC ultra-fast charging battery was tested with the 2022 AION V Plus model, achieving a charging time of only 3 minutes and 58 seconds from 5% to 63% SOC, which is 62 seconds faster than the claimed time for megawatt flash charging [3]. Group 2: Company Innovations - JuWan Technology's president, Pei Feng, highlighted that the new charging standard allows the company to unlock the full potential of its battery technology with just a software update, showcasing the battery's unique advantages [4]. - The XFC ultra-fast charging battery maintains an average charging rate of 8.8C during tests, with a peak capability of 16C, focusing on the stability and sustainability of the charging process [4][6]. - The company emphasizes the importance of battery lifespan and reliability, achieving a cycle count of up to 3000 for the XFC ultra-fast charging battery under normal temperature conditions, with minimal performance degradation [6]. Group 3: Future Outlook - JuWan Technology is actively pursuing next-generation battery technologies, including solid-state batteries, with the goal of achieving breakthroughs in both ultra-fast charging and solid-state technology within the next 3 to 5 years [8]. - The company aims to make ultra-fast charging a standard feature for electric vehicles, aligning with the vision of making charging as quick as refueling and batteries as lightweight as fuel tanks [8].

Core Viewpoint - The article emphasizes the importance of establishing a comprehensive management system covering the entire lifecycle of batteries, from manufacturing to usage and recycling, to maximize battery value and enhance industry competitiveness [2][15]. Group 1: Industry Trends - The industry is experiencing accelerated technological iteration and dynamic upgrades in testing standards driven by the "dual carbon" goals, with a focus on safety, cost, and efficiency optimization [2][15]. - New battery technologies such as sodium-ion and solid-state batteries are emerging due to innovations in lithium battery technology, alongside the widespread adoption of 800V high-voltage fast charging [2][3]. Group 2: Company Innovations - Ruineng Co., Ltd. has developed a comprehensive testing solution that covers the entire battery lifecycle, leveraging its deep expertise in lithium battery testing technology [4][15]. - The company showcased over ten innovative technologies and products at CIBF2025, focusing on efficient and intelligent lifecycle testing solutions for batteries [4][15]. Group 3: Testing Equipment and Solutions - Ruineng's testing equipment includes a full range of battery testing devices capable of high-precision charge and discharge testing across various battery types, with industry-leading sampling rates and energy efficiency [5]. - The upgraded high-frequency high-power testing equipment addresses safety testing challenges for high-voltage batteries, while the MW-level energy storage container testing system can achieve power levels of 5-7MW, enhancing safety and lifespan [7]. Group 4: Aftermarket Innovations - The company has introduced testing equipment for the electric vehicle aftermarket that complies with new national standards, ensuring comprehensive evaluation of battery performance and safety [8][9]. - Portable battery testing devices for two-wheeled electric vehicles have been launched to facilitate health assessments and secondary utilization in the aftermarket [11]. Group 5: Production Efficiency - Ruineng is focused on green, intelligent, and highly efficient production processes to address energy consumption and quality control challenges in large-scale battery manufacturing [12][15]. - The company offers solutions adaptable to various battery formats, significantly reducing the risk and cost associated with technology transitions [14].

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 长期以来，能量密度被视作电池技术创新的首要驱动力，然而， 高能量密度 电池体系 伴生的 安 全 风险， 则成为决定其 商业化 成败的 瓶颈 。 今年 4 月 ，中国动力电池新国标正式 发布 ， 对电池提出了 "绝对安全"的强制性标准。 工信部 亦在其《 2025 年汽车标准化工作要点》中明确要求加快固态电池等标准的研制。 这些政策 导 向均凸显了安全性的核心地位，表明 在追求更高能量密度的同时确保高安全 是 固态 电池规模化应用的先决条件。 高安全标准， 显然正 成为驱动电池技术革新的关键 因素 。 与此同时，电池 固态化 在 提升 能量密度与安全性上的 双重 潜力，正推动其应用从特定领域向 广阔的泛能源生态系统延伸。 当前，全固态电池仍在努力攻克核心技术和成本难题，而 半固态 和 ...

Battery - Jinlongyu Group has signed a procurement order for 100,000 high-energy density solid-state battery cells for drones, with the EC01 series having an energy density of 500Wh/kg [2] - TDK is accelerating the launch of its next-generation silicon-based anode battery, with plans to meet the demands of smartphone manufacturers, including Apple, with shipments expected to start soon [3] - Yihua New Energy has signed a project agreement for solid-state lithium-ion batteries in Pengze, Jiangxi, with an initial investment of 300 million yuan to build four production lines [4] Materials - Sanfu New Materials plans to invest 620 million yuan in a project for high-safety key materials for solid-state/semi-solid lithium batteries and high-frequency electronic information composite materials, with an annual production capacity of 5GWh for key materials [6] Automotive - Volkswagen Group announced that starting in 2026, all its electric vehicle models will transition to a new platform called MEB Plus, fully adopting lower-cost LFP batteries, with the ID.2 model being the first to feature this battery type [8]

Core Viewpoint - The article discusses the advancements in dry electrode technology for lithium batteries, particularly focusing on the innovative X-Roll cross-rolling technology developed by BROADENWIN, which addresses the low yield issues in dry electrode production and enhances the efficiency and quality of battery manufacturing [2][10][19]. Summary by Sections Dry Electrode Technology - The dry electrode approach offers significant advantages over traditional wet methods, including zero pollution, lower costs, higher energy density, longer cycle life, and simplified production processes [2][3]. - The industry is moving towards the commercialization of next-generation battery technologies, such as large cylindrical batteries and solid-state batteries, by 2025, which necessitates the adoption of dry electrode technology [2]. Challenges in Dry Electrode Production - The production of dry electrodes faces two main challenges: high precision pressure control and the material deformation of rollers during the rolling process [5][6]. - Tesla's experience with dry electrode technology highlights the difficulties faced in achieving consistent density and quality, leading to significant time and resource investment to resolve these issues [4][9]. Innovations by BROADENWIN - BROADENWIN's X-Roll technology introduces a dual-sided film formation process that effectively addresses the low yield issues associated with dry electrode production [10][19]. - The new equipment allows for the mixing and fiberization of active materials without the use of solvents, significantly reducing VOC emissions by over 90% and energy consumption by 40% compared to wet processes [20]. Technical Specifications and Advantages - The X-Roll technology enables precise adjustments in rolling pressure, achieving a thickness uniformity error of within ±2μm, which is a substantial improvement over traditional methods [14][18]. - The equipment can handle a wide range of materials, including silicon-carbon anodes and high-nickel cathodes, meeting the demands for high-density electrodes (>3.4g/cm³) [20]. Market Position and Future Prospects - BROADENWIN has established itself as a key player in the lithium battery equipment sector by leveraging its expertise in rolling technology from various industries [21][22]. - The ongoing technological innovations in the battery industry, including the resurgence of cylindrical batteries and solid-state battery advancements, present new market opportunities for dry electrode technology [22].

Core Viewpoint - The article discusses the advancements and challenges in the electric aviation battery sector, particularly focusing on eVTOL (electric Vertical Take-Off and Landing) technology, highlighting the need for high energy density, power density, and safety standards in battery development [4][6][21]. Group 1: Industry Events - 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 [3]. Group 2: Low Altitude Economy - The low-altitude economy is experiencing a technological upgrade and accelerated commercialization, with eVTOL development moving towards certification stages [3]. - Multiple companies, including Xpeng and Eve Air Mobility, have received certification applications for their eVTOL models, indicating a shift towards a period of intensive certification issuance starting in 2026 [3]. Group 3: Battery Requirements - The electric aviation sector imposes stringent requirements on power batteries, necessitating a balance between energy density, power characteristics, and safety [6][20]. - A battery system's energy density increase from 200Wh/kg to 500Wh/kg can enhance eVTOL's effective payload by nearly 25% or double its cruising range [6]. Group 4: Company Innovations - XINWANDA has developed specialized batteries for eVTOL applications, including a 320Wh/kg energy density battery that has entered mass production [5][11]. - The company is pursuing a "forward development" strategy, focusing on both cylindrical and soft-pack solid-state battery technologies to meet the diverse needs of electric aviation [8][10]. Group 5: Technical Innovations - XINWANDA's eVTOL battery, "XIN · YUNXIAO 1.0," has achieved an energy density of 320Wh/kg and supports a wide temperature range and high cycle life [11]. - The company has also developed a second-generation product, "XIN · YUNXIAO 2.0," with a maximum energy density of 360Wh/kg and enhanced safety features [11]. Group 6: Market Outlook - The demand for eVTOLs is projected to exceed 16,000 units in China by 2030, with significant market potential for aviation-grade batteries [23]. - XINWANDA has established deep partnerships with leading eVTOL companies, positioning itself to capitalize on the emerging market opportunities [23][24].

Core Viewpoint - Company is a leading global operator in the new energy materials industry, focusing on advanced battery materials and technologies, particularly in the fields of lithium-ion and sodium-ion batteries [1]. Group 1: Product and Market Performance - In 2024, the company's ternary cathode material sales grew over 20% against the trend, with a global market share exceeding 12%, maintaining its position as the world's leading supplier for four consecutive years [10]. - The company’s high-nickel ternary cathode materials have consistently led the industry in shipment volume, showcasing significant technological advantages [5]. - The company’s lithium iron manganese phosphate (LMFP) series products achieved a sales increase of 174% year-on-year in Q1, driven by their safety and cost-performance advantages [11]. Group 2: Technological Innovations - The company has developed a new generation of low-nickel single crystal products that overcome traditional challenges in fast charging and cycle life, achieving high voltage resistance and long lifespan [9]. - The company has successfully developed a 4.5 generation ultra-high-density lithium iron phosphate material, addressing the balance between high density and high rate performance [12]. - The company has made significant breakthroughs in sodium-ion and all-solid-state battery technologies, with sodium-ion materials showing a cycle life exceeding 10,000 cycles and maintaining performance in extreme low temperatures [18]. Group 3: Production Capacity and Future Plans - The company is advancing its production capacity with a new 6,000 tons/year pilot line for sodium-ion materials expected to be operational by Q3 2025, aiming for a total capacity of 400,000 tons/year by 2030 across multiple regions [20]. - The company’s precursor production line for lithium iron manganese phosphate has commenced, with plans for a 10,000-ton capacity upgrade by 2025 [14]. - The company is also leading in the development of high-energy density lithium-rich manganese-based materials for all-solid-state batteries, with ongoing collaborations for applications in advanced fields [23].

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） 5 月 20 日， 宁德时代 在香港联合交易所主板挂牌上市（股票代码为 03750.HK ），成为继 2018 年登陆深交所创业板后，其资本化进程的又一里 程碑。 此次港股发行以 "先 A 后 H "模式推进，共发行 1.18 亿股 H 股， 发行价为 263.00 港元 / 股，募资总额约 310 亿港元（约合 40 亿美元） ，创 下近年来新能源领域港股 IPO 规模之最。 宁德时代此次港股发行采用 "仅设价格上限"的定价机制， 最终发行价较 A 股当日收盘价（ 422.99 元人民币）实现零折扣 ， 也 成为近十年来首单 定价机制创新 ， 且折价率最低的 " A+H "项目。 据悉 ，本次发行吸引了来自全球 15 个 ...

Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, 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 will take place on June 10, 2025, at the same venue, organized by GGII and sponsored by Liyuanheng [2] Group 2: Company Developments - Tianneng Co. has launched a solid-state battery solution for drones, featuring the "Chasing Wind" series solid-state batteries that outperform traditional liquid batteries, enhancing performance for low-altitude flying vehicles [3] - Tianqi Lithium's new production capacity for battery-grade lithium carbonate is set to be established in Jiangsu, with an annual output of 26,000 tons [5] - Baishike New Energy has initiated a project in Huai'an, Jiangsu, with a total investment of 3.2 billion yuan, aimed at processing 300,000 tons of retired power batteries annually and producing 20,000 tons of battery-grade lithium carbonate and 100,000 tons of regenerated battery-grade lithium iron phosphate [7] - Wanrun New Energy has signed a five-year supply contract with CATL for approximately 1.32 million tons of lithium iron phosphate products, with a commitment to monthly procurement of at least 80% of the agreed amount [9] - Sinopec has signed a cooperation agreement with several steel companies for the supply of needle coke for graphite electrodes, aiming to enhance the application of high-end needle coke produced by Sinopec [10]