主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 倒计时30天 CINE2025固态电池展暨固态电池行业年会 活动时间： 2025年11月6-8日 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 长三角和珠三角地区为中国锂电产业链两大重要根据地，江苏省则是长三角锂电圈最重要的组成部分。 江苏省锂电产业有技术创新引领、全链条覆盖、规模化制造三大特征， ...

Core Insights - The 2025 11th Qidian Lithium Battery Industry Annual Conference aims to address technological advancements and challenges in the lithium battery sector, celebrating the 10th anniversary of Qidian Research [2][3] - The event will feature discussions on the latest trends in battery technology, including large cylindrical batteries, full-tab batteries, and solid-state batteries, which are expected to see increased application in various fields [2][3] - The conference will also explore the implications of policy changes, such as the cancellation of mandatory storage policies, and the impact of tariffs on the global energy storage industry [2][3] Event Background and Significance - In early 2025, BMW announced the upcoming deployment of large cylindrical batteries, prompting a surge in industry interest [2] - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussion on battery performance [2] - Several companies have begun mass production of full-tab cylindrical batteries, which are anticipated to be widely used in electric vehicles and other applications [2] - Solid-state batteries are gaining attention for their high safety and energy density, maintaining high interest levels in 2025 [2] Event Theme and Structure - The event is themed "Breaking Through the New Cycle of Technological Iteration, Building a New Era of Safety for Ten Years" and will take place from December 17-19, 2025, in Shenzhen [3] - The conference will host over 2000 attendees and feature more than 60 prominent speakers discussing core issues and technological breakthroughs [4][5] Highlights of the Event - The event will include the 11th Lithium Battery Golden Tripod Award ceremony, recognizing outstanding contributions to the lithium battery industry [5][9] - It will also feature the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among industry leaders [5] - Over 50 exhibitors will showcase solutions across the entire lithium battery supply chain, including materials, equipment, and components [5] Specialized Sessions and Topics - The agenda includes specialized sessions focusing on various aspects of battery technology, such as high-nickel ternary cathodes, silicon-based anodes, and battery safety [7][8] - Topics will cover the commercialization of lithium metal anodes, recycling technologies, and advancements in battery manufacturing processes [7][8] Award Details - The Golden Tripod Award will recognize various categories, including technology innovation in lithium battery cells, energy storage, and safety technology [11] - The award aims to encourage innovation and provide procurement references for the lithium battery industry [9][11]

Group 1 - The research team from the Chinese Academy of Sciences has made a breakthrough in solid-state lithium batteries, addressing key issues such as high interfacial resistance and low ionic conductivity [1] - Solid-state batteries are considered a significant development direction for next-generation energy storage technology due to their high safety and energy density [1] - The new material developed by the research team integrates ionic conductive ethoxy groups and electrochemically active short sulfur chains, achieving interfacial integration at the molecular level [1] Group 2 - The integrated flexible battery based on the new material exhibits excellent bending resistance, capable of withstanding 20,000 cycles of bending [1] - When used as a polymer electrolyte in composite cathodes, the energy density of the composite cathode increases by 86% [1] - The research provides new material design ideas and research paradigms for the development of high-performance and high-safety solid-state batteries [1] Group 3 - CICC reports that solid-state batteries are expected to become the next generation of lithium battery technology, with accelerated industrialization driven by material innovation and process iteration [2] - The solid-state battery supply chain is anticipated to open up mainline investment opportunities, particularly for battery, material, and equipment manufacturers [2] - GF Securities highlights that in 2024, profits in the new energy vehicle supply chain will remain highly concentrated in the battery segment, with leading companies maintaining stable profitability even in downturns [2] Group 4 - Related Hong Kong stocks in the solid-state battery supply chain include CATL, Ganfeng Lithium, Tianqi Lithium, Longpan Technology, Ruipu Lanjun, Zhongchuang Xinhang, BYD, GAC Group, and Shuangdeng Co [3]

回望十四五，锂电产业上演了一场从狂热到理性的完整周期。 碳酸锂价格从每吨不足 5万元一路狂飙至近60万元，又在短短一年内跌破10万元，这条惊心动魄的价格曲线，正是产业内卷最直观的体温计。 摘要 锂电告别内卷，开启高质量发展新周期。 2025年，中国站在新一轮五年规划的门槛上。 十四五收官的余音与十五五序曲交织之际， "反内卷"正成为行业整顿秩序、重塑新能源发展战略的关键抓手。 通过这一过程，市场将 进一步 筛选并培育出具备全球竞争力的领先企业。 尤其是对于经历了数年爆发式增长的锂电产业而言，这场由反内卷开启的转场，不仅是对过去一个周期的总结与清算，更是通往下一个高质量发展五 年的资格赛。 曲线的背后，实质上折射的，正是产业链上游锂盐环节的深度失衡：既是整个周期波动的直接放大器，也是 "反内卷"最迫切需要切入的突破口。 这场内卷的根源，在于供需两端的严重错配与市场预期偏差引发的盲目扩产。 需求端，新能源汽车与储能市场在 2020年后迎来历史性增长拐点，引来资本蜂拥而入，一场拥锂为王的产业竞速就此展开。 然而，供给端的扩张却显得粗放而失序。 例如， 高工产业研究院（ GGII）监测数据显示， 2020年，国内磷酸 ...

Market Performance - On October 2, the Hong Kong stock market opened strongly, with the Hang Seng Index rising by 1.61% and the Hang Seng Tech Index increasing by 3.36% [2] - The FTSE China A50 Index futures also saw significant gains, peaking at over 1.2% [4] Sector Highlights - The semiconductor sector showed remarkable performance, with the Wind Hong Kong Semiconductor Index surging over 10%. Notable stocks included Junma Semiconductor, which rose nearly 30%, and SMIC, which increased by over 12% [2] - The electrical equipment sector also performed well, with stocks like Xinyi Solar and China High-Speed Transmission rising over 9% [2] - The precious metals sector experienced significant gains, with China Silver Group rising over 37% and gold prices nearing $3900 per ounce due to increased safe-haven demand [3] Foreign Investment Sentiment - Global fund managers are returning to the Chinese market, with Goldman Sachs reporting the highest activity in China's stock market by hedge funds in recent years [5] - Morgan Stanley noted a $1 billion inflow into foreign long funds in China by the end of August, contrasting with a $17 billion outflow the previous year [5] - A recent survey indicated that over half of institutional investors are optimistic about the A-share market, a significant increase from one-third in June [6]

香港恒生指数涨1.61%，恒生科技指数涨3.36%。半导体、有色金属、医药生物、钢铁等板块涨幅居 前，耐用消费品、房地产、建材、国防军工等板块跌幅居前。中芯国际涨超12%，紫金黄金国际涨 14%，天齐锂业涨近13%，宁德时代涨近6%。 (本文来自第一财经) ...

Core Points - The Hang Seng Index rose by 1.45% and the Hang Seng Tech Index increased by 2.66% during the midday close [1] - Semiconductor products and equipment, as well as metals and mining sectors, showed significant gains, while passenger airlines and construction products sectors experienced notable declines [1] Individual Stocks Performance - Zijin Mining International surged by 12.02%, followed by SMIC with a 9.3% increase, and Kuaishou-W rising by 6.56% [1] - Other notable gainers include Huahong Semiconductor up by 5.44%, Hengrui Medicine up by 5.29%, and Xinda Biopharmaceuticals up by 4.77% [1] - Conversely, Beike-W fell by 6.21% and Yihua Tong dropped by 6.42% [1] - MIRXES-B saw a significant increase of 13.52%, while Tianqi Lithium rose by 13.04% [1]

Core Viewpoint - The lithium battery concept stocks in the Hong Kong market experienced a significant increase, with notable gains from several key companies [1] Group 1: Stock Performance - Tianqi Lithium Industries saw a rise of 13.15%, reaching a latest price of 50.850 and a total market capitalization of 83.456 billion [2] - Ganfeng Lithium increased by 11.82%, with a latest price of 48.240 and a market cap of 99.239 billion [2] - BYD Electronics rose by 5.08%, with a latest price of 43.440 and a market cap of 97.879 billion [2] - Contemporary Amperex Technology (CATL) increased by 4.55%, with a latest price of 597.500 and a market cap of 2.73 trillion [2] - Other companies such as Ruixin Holdings, China Graphite, BYD Company, and others also showed positive performance, albeit with lower percentage increases [2] Group 2: Year-to-Date Performance - Tianqi Lithium Industries has a year-to-date increase of 111.43% [2] - Ganfeng Lithium has a year-to-date increase of 141.98% [2] - Contemporary Amperex Technology (CATL) has a year-to-date increase of 128.14% [2] - BYD Company has a year-to-date increase of 28.69% [2] - Other companies like Ruixin Holdings and China Graphite have shown mixed year-to-date performance [2]

Core Viewpoint - Hong Kong lithium stocks experienced a strong performance on October 2, with significant gains reported for major companies in the sector [1] Group 1: Company Performance - Tianqi Lithium (09696.HK) saw a rise of 15.15%, reaching a price of 51.75 HKD [1] - Ganfeng Lithium (01772.HK) increased by 11.36%, with its stock priced at 48.04 HKD [1]

Group 1 - Lithium stocks strengthened in early trading, with Tianqi Lithium (002466)(09696) rising 15.15% to HKD 51.75 and Ganfeng Lithium (002460)(01772) increasing 11.36% to HKD 48.04 [1] - U.S. Energy Secretary Chris Wright announced that the U.S. government will hold a small stake in Lithium Americas, a Canadian mining giant, leading to a surge of over 40% in the company's stock price during after-hours trading [1] - Lithium Americas is developing the Thacker Pass lithium project in Nevada, which is one of the largest known lithium deposits in the U.S., with the first phase expected to be operational by the end of 2027 [1] Group 2 - Current supply and demand for lithium carbonate are both increasing, with weekly production reaching new highs and strong seasonal demand driven by energy storage [1] - Social inventory has slightly decreased, and smelter inventory is shifting towards downstream sectors, indicating a continuous replenishment in the downstream market [1] - The fundamentals are improving marginally, suggesting limited downside potential, with a strong market outlook and attention on policies to prevent excessive competition [1]