CINE2025固态电池展暨固态电池行业年会 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 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 倒计时34天 2025 年，锂电行业依旧是"冰火交织"的一年。 积极的一面在于，下游需求强劲，锂电排产数据持续超预期。上半年全国锂电池总产量 480GWh ，同比增长 ...

Core Viewpoint - The 2025 11th Qidian Lithium Battery Industry Annual Conference aims to address technological advancements and challenges in the lithium battery sector, focusing on new battery technologies and their applications in various industries, including electric vehicles and energy storage [2][3]. Group 1: Event Background and Significance - In early 2025, BMW announced the upcoming installation of large cylindrical batteries in 2026, prompting a surge in the industry towards 46 series large cylindrical batteries [2]. - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussions on battery performance [2]. - Several companies have begun mass production of full-tab cylindrical batteries, which are expected to be widely used in electric vehicles, power tools, and smart home devices due to their high rate and long lifespan advantages [2]. - Solid-state batteries continue to gain attention for their high safety and energy density, maintaining high interest levels in 2025 [2]. - The cancellation of mandatory energy storage policies by the state has raised concerns about future demand for energy storage batteries [2]. - The trend towards larger capacity energy storage cells is evident, with companies like CATL and EVE Energy releasing cells with capacities exceeding 500Ah [2]. - The U.S. tariff policy has impacted the global energy storage industry [2]. Group 2: Event Theme and Structure - The event is titled "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 event is organized by Qidian Lithium Battery, Qidian Solid-State Battery, Qidian Energy Storage, and Qidian Research Institute [3]. - The scale of the event is significant, with over 2000 attendees expected in person and 30,000 online viewers [3]. Group 3: Highlights of the Event - Industry leaders and emerging battery companies will gather, making it the largest annual conference with over 2000 guests discussing industry development [4]. - Nine specialized forums will feature over 60 prominent speakers discussing core issues, technological breakthroughs, safety challenges, and value chain restructuring [4]. - The 11th Lithium Battery Golden Tripod Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [5]. - The event will also host the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct connections among industry executives [5]. - More than 50 exhibitors will cover the entire lithium battery supply chain, including materials, equipment, and components [5]. Group 4: Specialized Sessions and Topics - Specialized sessions will cover topics such as the impact of soft-pack batteries on eVTOL and drone safety, the industrialization of high-nickel ternary cathodes, and advancements in silicon-based anodes [7][8]. - The agenda includes discussions on battery safety, fast-charging performance, and the development of household energy storage systems [8]. Group 5: Golden Tripod Award Overview - The Golden Tripod Award aims to encourage innovation in the lithium battery industry and recognize companies that have made significant contributions [9]. - The award selection process includes initial reviews and final evaluations, with the awards ceremony scheduled for December 19, 2025 [10][11].

智通财经记者 | 高菁 "现在市场有四五个吉瓦时的电池订单，我就眼瞅着，价格、付款条件、商务条件都很好，甚至有些客户是全款让我们承接，但我硬是接不进来。" 近期，国内一家储能电池头部企业的交付管理部负责人向智通财经吐槽到。造成这一窘境的原因，是该公司当前订单爆满，产线已不足以支撑更多新订单。 这也是现下多家头部储能电池厂商的写照。 仅9月，包括亿纬锂能（维权）、欣旺达、赣锋锂业在内的多家上市公司在投资者互动平台表示，自家储能电池处于满产状态，订单需求较为饱和。 瑞浦兰钧此前接受智通财经等媒体采访时曾透露，订单已排至年底，该公司当前已开始陆续承接明年一季度的订单；楚能新能源今年新增订单已超过80 GWh，总计110 GWh的有效产能已全部满产。 中国化学与物理电源行业协会储能应用分会秘书长刘勇向智通财经指出，头部储能电池企业产线高位运行，宁德时代、亿纬锂能等龙头产能利用率接近 90%，部分优质产线满负荷运转。为消化快速增长的订单，部分企业甚至不得不外协代工。 "受产能紧张影响，近期储能电芯价格已出现一定的上涨，涨价幅度0.01-0.03元/Wh。"鑫椤资讯高级分析师张金惠告诉智通财经。 中国化学与物理电源行业协 ...

Core Viewpoint - The article discusses the rapid advancements and market potential of high-rate batteries, particularly in the electric vehicle, power tools, and energy storage sectors, driven by increasing demand for fast charging and high performance [1][4][25]. Group 1: Electric Vehicle Market - The penetration rate of electric vehicles is rapidly increasing, with a significant focus on enhancing charging efficiency as a key competitive strategy for automakers [6][11]. - 2025 is anticipated to be a breakthrough year for ultra-fast charging technology, with numerous brands launching models equipped with 5C-10C fast-charging batteries [6][10]. - Major battery manufacturers, including CATL and BYD, are actively developing ultra-fast charging batteries, with expectations that over 70% of their fast-charging products will be shipped by 2025 [10][11]. Group 2: High-Rate Battery Applications - High-rate batteries are gaining traction in various applications, such as electric vehicles and power tools, with specific demand for 4-6C charging rates [3][4]. - The market for high-rate batteries in the dynamic storage sector is projected to have a market value potential in the trillions [4]. - The demand for high-rate batteries in the electric tool market is expected to grow significantly, with a forecasted market size of $56.9 billion by 2028 [22]. Group 3: Energy Storage Market - The energy storage market is evolving, with increasing demand for high-rate batteries driven by the proliferation of fast-charging electric vehicles [27][28]. - The integration of energy storage systems with charging stations is expected to become a significant market segment, with predictions that 5%-10% of charging stations will require energy storage solutions [29]. - The data center sector is also emerging as a substantial market for high-rate batteries, with a projected demand exceeding 250GWh by 2030 [31]. Group 4: Emerging Markets - The low-altitude economy and robotics sectors are identified as new markets for high-rate batteries, with significant growth potential anticipated [32][37]. - The demand for high-rate batteries in the low-altitude economy is expected to reach 1 trillion yuan by 2026, with batteries accounting for a substantial portion of costs [32][34]. - In the robotics field, demand is projected to exceed 100GWh by 2030, with a compound annual growth rate exceeding 100% from 2025 to 2030 [37]. Group 5: Sodium-Ion Battery Potential - High-rate sodium-ion batteries are emerging as a viable alternative in various applications, particularly in start-stop systems, with potential market space exceeding 183GWh [41][42]. - Companies like CATL and others are actively developing high-rate sodium-ion batteries, with some achieving peak charging speeds of 5C [43][44].

Core Viewpoint - The solid-state battery industry is experiencing significant growth, with global lithium battery shipments expected to exceed 750 GWh in 2025, driven by emerging markets and increased overseas orders from Chinese companies [2][3][4]. Group 1: Industry Overview - In the first half of 2025, global energy storage lithium battery shipments reached 315.8 GWh, a year-on-year increase of 98% [2]. - The CR5 for global energy storage batteries was 51.5%, a decrease of 2 percentage points compared to 2024, while the CR10 was 73.9%, down 3.5 percentage points [2]. - The Middle East region saw over 200% growth in new installations, becoming one of the fastest-growing areas globally [4]. Group 2: Market Performance - Europe is expected to add 28.7 GWh of new installations in 2025, a 28% year-on-year increase, with the UK and Italy as major growth points [3]. - The Australian energy storage market tripled in size year-on-year, driven by government policies and incentives [3]. Group 3: Company Performance - CATL (宁德时代) ranked first in global energy storage battery shipments in the first half of 2025, with a revenue of 28.4 billion yuan, a slight decrease of 1.47% year-on-year [15][12]. - EVE Energy (亿纬锂能) shipped 28.71 GWh of energy storage batteries, a year-on-year increase of 37.02%, with revenues of 10.29 billion yuan, up 32.47% [19][20]. - Hithium (海辰储能) achieved a shipment of 35.1 GWh in 2024, with a revenue of 7.96 billion yuan, showing a slight increase [23]. Group 4: Revenue and Cost Analysis - CATL's gross margin for energy storage systems was 25.52%, down 1.11% year-on-year [15]. - EVE Energy's gross margin was 12.03%, a decrease of 2.32% year-on-year [20]. - Hithium's energy storage system revenue was 4.67 billion yuan, a significant increase of 136.7% [23]. Group 5: Emerging Technologies - Companies are focusing on innovations in battery technology, including sodium-ion batteries and advanced energy management systems, to enhance performance and safety [18][40]. - The introduction of large-capacity energy storage systems, such as 6.25 MWh solutions, is becoming a trend among leading manufacturers [45].

时间： 2025年12月17-19日 地点：深圳 活动背景及意义 一 电池方面： 1）2025年初，宝马宣布大圆柱电池2026年即将装车，引发行业加速布局46系大圆 柱电池热潮；2）2025年3月，工信部发布《电动汽车用动力蓄电池安全要求》（GB38031— 2025）（新国标），引发行业对动力电池性能广发讨论；3）多家企业2025年全极耳圆柱电池 已开始量产，全极耳的高倍率、长寿命优势未来有望广泛应用在新能源汽车、电动工具、电动两 轮车、智能家居等领域；4）固态电池其高安全性、高能量密度优势，被誉为下一代新型电池， 2025年热度持续维持在高位； 储能方面： 1）2025国家取消强制配储政策，引发业内对储能电池未来需求的担忧；2） 314Ah逐步替代280Ah成为主流电芯，同时宁德时代、亿纬锂能、海辰储能等企业发布500Ah 以上容量电芯，储能电芯逐步往大容量趋势发展；3）2025年美国加征关税政策，对全球储能行 业造成一定冲击； 低空经济、人形机器人等新兴应用场景： 2025年年初宇树机器人在春晚的登台，带动人形机器 人火爆出圈，人形机器人用电池成为各家电池企业争相布局新方向；各地低空经济政策频出，引 导 ...

Group 1 - Cambrian's private placement price is set at 1195.02 yuan per share, with a total fundraising amount of 3.985 billion yuan [4] - Bee Assistant plans to raise no more than 984 million yuan for projects including cloud terminal computing power center and IoT terminal upgrades [5] - Kexing Pharmaceutical is planning to issue H-shares and list on the Hong Kong Stock Exchange [6] - Three squirrels have received approval from the China Securities Regulatory Commission for H-share issuance, with plans to issue up to 81.5483 million shares [7] - Ruiming Technology has submitted an application for H-share issuance to the Hong Kong Stock Exchange [8] Group 2 - Binhua Co. plans to invest 1.421 billion yuan in an integrated project for wind, solar, and energy storage [9] - Sains plans to invest no more than 300 million yuan in the expansion of its selection agent project [10] Group 3 - Hunan YN reports no significant changes in its internal and external operating environment [11] - Electric Power Investment has had its major asset replacement review suspended by the Shenzhen Stock Exchange due to expired financial documents [12] - Guanzhong Ecological is in the planning stage for acquiring a 51% stake in Hangzhou Actuary [13][14] Group 4 - Aima Technology's subsidiary is transferring production capacity and ceasing operations due to strategic adjustments [17] - Fosun Pharma's subsidiary has received approval for clinical trials of a new drug [18] - SAIC Group's subsidiary plans to invest 666 million yuan in the restructuring of SAIC Hongyan [19] Group 5 - Hanwei Technology plans to sell 65% of Hanwei Zhiyuan for approximately 440 million yuan [20] - Xingtong Co. has been awarded new capacity for coastal inter-provincial bulk liquid hazardous goods transportation [21][22] Group 6 - EVE Battery Investment received a cash dividend of 375 million HKD from its associate company [23] - Shanmei International's chairman has resigned due to work changes [24] - Weiye Co.'s chairman has resigned for personal reasons [25] Group 7 - Jiao Da Sino's chairman has been placed under detention [26] - Duorui Pharmaceutical is planning a change in control, leading to a stock suspension [27][28] - *ST Zhengping's stock has been suspended for investigation due to abnormal price fluctuations [29] Group 8 - Zhenray Technology's chairman has had detention measures lifted [30] - Shiming Technology's chairman has had detention measures changed to a warning [31] - Nanxin Pharmaceutical is under investigation by the CSRC for suspected violations in annual report disclosures [32] Group 9 - Daqian Ecology's shareholder plans to reduce holdings by up to 3% [33] - Rundar Medical's shareholders plan to reduce holdings by up to 2.99% [34][35] - Saili Medical's shareholder plans to reduce holdings by up to 2% [36] Group 10 - Huaxin Environmental plans to repurchase shares for 40 to 80 million yuan [37] - Tianyong Intelligent has been awarded a contract worth 58.8 million yuan for an engine assembly line project [38] - Zhongwu Drone has signed a significant contract worth 615 million yuan for drone systems [39]

证券日报网讯 9月30日晚间，亿纬锂能发布公告称，公司的间接参股公司思摩尔国际控股有限公司（简 称"思摩尔国际"）于2025年8月20日发布《截至2025年6月30日止6个月中期业绩公告》和《截至二零二 五年六月三十日止六个月中期股息》，思摩尔国际董事决定向于2025年9月11日名列其股东名册之思摩 尔国际拥有人派付中期股息每股20港仙，合共约港币1，238，220千元。截至本公告披露日，公司全资 孙公司EVEBATTERYINVESTMENTLTD.收到该笔现金分红款374，833，000.00港币。 （编辑 任世碧） ...

Group 1 - Cambrian's private placement price is set at 1195.02 yuan per share, with a total fundraising amount of 3.985 billion yuan [2] - Bee Assistant plans to raise up to 984 million yuan for projects including cloud terminal computing power center and IoT terminal upgrades [3] - Kexing Pharmaceutical is planning to issue H-shares and list on the Hong Kong Stock Exchange [4] Group 2 - Three squirrels received approval from the China Securities Regulatory Commission for H-share issuance, planning to issue up to 81.5483 million shares [5] - Ruiming Technology has submitted an application for H-share issuance to the Hong Kong Stock Exchange [6] - Binhua Co. plans to invest 1.421 billion yuan in an integrated project for wind and solar energy [7] Group 3 - Sainz's subsidiary plans to invest up to 300 million yuan in the expansion of selection and extraction agents [8] - Hunan YN reported no significant changes in its internal and external operating environment [9] - Electric Power Investment plans to restructure assets and has received a notice from the Shenzhen Stock Exchange to suspend review [10] Group 4 - Guanzhong Ecology is in the planning stage to acquire 51% of Hangzhou Actuary [11] - Aima Technology announced the transfer and suspension of production capacity at its subsidiary in Guangdong [12] - Fosun Pharma's subsidiary received approval for clinical trials of a new drug [13] Group 5 - EVE Battery Investment received a cash dividend of 375 million HKD from its indirect associate, Simoer International [14] - Shanmei International announced a change in its board leadership due to personnel changes [15] - Weiye Co. announced the resignation of its chairman for personal reasons [16] Group 6 - Jiaoda Sinuo's chairman is under detention, and the company has appointed a new acting chairman [17] - Duorui Pharmaceutical is planning a change in control, leading to a stock suspension [18] - ST Zhengping's stock price has seen an abnormal increase, leading to a suspension for investigation [19] Group 7 - Daqian Ecology's shareholder plans to reduce its stake by up to 3% [20] - Rundat Medical's shareholders plan to collectively reduce their stake by up to 2.99% [21] - Seli Medical's shareholder plans to reduce its stake by up to 2% [22] Group 8 - Tianyong Intelligent has been awarded a contract worth 58.8 million yuan for an engine assembly line project [23] - Zhongwu Drone signed a significant contract worth 615 million yuan for drone systems [24]

文灿股份（603348.SH）9月30日在投资者互动平台表示，公司已与亿纬锂能、欣旺达等电池厂商建立 合作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司目前合作的电池厂商有哪些？主要供应哪 些产品？ ...