Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [1][4] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new materials, processes, technologies, and the evolving industry landscape [1][4] Event Structure - The event includes a main conference and a user-side energy storage and battery technology forum, featuring various specialized sessions [1][4][6] - Key topics include advancements in cylindrical battery technology, battery innovation, new materials, and applications in energy storage [4][6][8] Key Participants - The event will host numerous industry leaders and experts, including representatives from major companies such as CATL, BYD, and BASF, among others [3][10] - Sponsorship and speaking opportunities are provided by various companies, indicating strong industry support and engagement [1][3] Awards and Recognition - The Lithium Battery Golden Ding Award aims to recognize outstanding brands and contributions to the new energy battery industry, promoting innovation and sustainable development [17] - The award ceremony will take place on December 19, 2025, during the evening banquet [18] Registration and Participation - Registration for the event is priced at 2888 RMB per person, which includes access to the conference, meals, and industry white papers [18]

Core Insights - The article discusses the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, highlighting the event's theme of "New Cycle, New Technology, New Ecology" and its scheduled dates of December 18-19, 2025, in Shenzhen [2]. Group 1: Event Details - The event will be hosted by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, with various sponsors and speakers from leading companies in the lithium battery and energy storage sectors [2]. - The conference aims to address advancements in lithium battery technology and user-side energy storage solutions, reflecting the industry's evolving landscape [2]. Group 2: Industry Statistics - According to SPIR, from January to September 2025, the shipment of carbon nanotube conductive slurry in China exceeded 170,000 tons, marking a 26% year-on-year increase. This growth is attributed to the rising penetration of electric vehicles and the increasing performance requirements of new battery materials [2]. - The top 10 companies in terms of shipment volume for the same period include Tian Nai Technology, San Shun Nano, Qujing Feimo, and others, indicating a competitive landscape in the carbon nanotube conductive agent market [3]. Group 3: Research Institute Overview - Qidian Research Institute SPIR specializes in the new energy and new materials industry chain, with over 15 years of research experience. It provides various services, including databases, industry white papers, and customized market research reports [5]. - The institute has served prominent global companies such as Samsung, LG, and CATL, showcasing its credibility and expertise in the field [5].

Core Insights - The mechanical industry is showing signs of recovery after three years of stagnation, with nominal GDP growth beginning to rise since Q4 2024, positively impacting the mechanical sector [17] - Domestic demand is weak while external demand is strong, particularly in the engineering machinery sector, where exports are gradually increasing due to improvements in the European and American markets [17][19] - The investment landscape is shifting towards overseas expansion and new industries, with a focus on automation and sectors supported by government subsidies [17][19] Industry Overview - The mechanical industry is experiencing a dual trend of weak domestic demand and strong external demand, with engineering machinery showing signs of recovery but still facing a fragile foundation [17] - Domestic investment in real estate continues to decline, with a 14.7% year-on-year drop in real estate development investment from January to October 2025, while infrastructure investment growth has also slowed significantly [19][23] - The overall investment environment is expected to stabilize as the gap between domestic and foreign demand narrows, with structural opportunities in infrastructure projects like water conservancy and high-standard farmland construction [23] 2026 Domestic Outlook - The investment gap is expected to narrow, with infrastructure investment declining from high levels and real estate investment under pressure, leading to a focus on structural opportunities [19][23] - Manufacturing investment is crucial, with the core focus on PPI and inventory levels, as domestic manufacturing orders remain sluggish [26][28] - The expectation is that PPI will improve in 2026, driven by factors such as reduced internal competition and improved domestic demand [28] 2026 Overseas Outlook - The downward trend in interest rates is a significant macro narrative, with the U.S. and Europe entering a phase of fiscal expansion, which is expected to benefit Chinese manufacturing [29][38] - The global inventory levels are at historical lows, which could lead to a new investment cycle as demand recovers [35] - The second wave of globalization for Chinese manufacturing is anticipated, driven by fiscal expansion in the U.S. and Europe, and a recovery in industrial product demand [38][40] Stock Selection Strategy - The stock selection strategy for 2026 focuses on two main themes: benefiting from overseas expansion and new industries, particularly in sectors like engineering machinery and specialized equipment [44] - Key sectors include engineering machinery, shipbuilding, and high-tech equipment, with a focus on companies that are expected to maintain stable performance and low valuations [44] - Emerging industries such as AI equipment, lithium battery production, and semiconductor manufacturing are highlighted as areas of significant opportunity [44][45] Investment Recommendations - Recommended stocks include SANY Heavy Industry, XCMG, and China Shipbuilding, which are expected to perform well in the current market environment [7] - Companies in the AI and semiconductor sectors, such as Longchuan Technology and Zhongwei Company, are also recommended due to their growth potential [7] - Future-oriented assets like humanoid robots and controllable nuclear fusion are noted as areas to watch for significant industry changes [7][45]

Group 1: Core Viewpoints - The article aims to introduce isostatic pressing equipment, a key device in the production of solid-state batteries, highlighting its importance in addressing production challenges and enhancing material density [2][3][6]. Group 2: Isostatic Pressing Equipment Overview - Isostatic pressing equipment operates based on Pascal's law, allowing uniform pressure application in all directions, which significantly improves material densification compared to traditional unidirectional pressing methods [2]. - The process involves five steps: filling the powder material into a mold, placing it in a high-pressure container filled with a pressure medium, applying pressure, maintaining pressure for a period, and finally releasing pressure to obtain the formed component [2]. - The technology has a history of several decades and is traditionally used in powder metallurgy, ceramics, plastics, and permanent magnets, with new applications emerging in lithium battery production due to the rise of solid-state batteries [2]. Group 3: Relationship with Solid-State Battery Production - The core pain point in solid-state battery mass production is the solid-solid interface contact issue, which can lead to increased internal resistance and safety hazards [2]. - Isostatic pressing equipment plays a crucial role in eliminating gaps and voids at the solid-solid interface, ensuring a stable battery matrix for subsequent packaging and formation processes [2][6]. - The equipment is estimated to account for approximately 13% of the total value of solid-state battery equipment, making it a critical component in the industry [3][6]. Group 4: Key Manufacturers - Notable overseas manufacturers include Quintus Technologies from Sweden, which offers a full range of isostatic pressing equipment, and Hanna from South Korea, which specializes in equipment for sulfide solid-state battery production [6]. - Domestic companies include Liyuanheng, which has partnered with Quintus for joint development, Naconor, and Xiandai Intelligent, all of which are actively involved in the development of isostatic pressing technology [6].

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will focus on the themes of "New Cycle, New Technology, New Ecology," aiming to summarize the past decade of the lithium battery industry and explore future development opportunities [1][4]. Event Background and Introduction - The Qidian Lithium Battery Industry Annual Conference is a significant event that has been held annually for nine consecutive years, gathering participants from the entire lithium battery supply chain, including materials, equipment, cells, and downstream applications [1]. - The 2025 event marks the 10th anniversary of both Qidian Lithium Battery and Qidian Research, providing a platform for in-depth discussions on new materials, processes, technologies, and industry ecology [1][4]. Event Details - **Event Name**: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony - **Theme**: New Cycle, New Technology, New Ecology - **Date**: December 18-19, 2025 - **Location**: Venus Royal Hotel, Shenzhen [1][4]. Agenda Highlights - The conference will feature various sessions, including: - Keynote speeches on global lithium battery industry trends and new standards for cylindrical batteries [4][5]. - Discussions on innovations in battery technology and new materials [5][6]. - Roundtable dialogues addressing future market trends and technological advancements in energy storage [6][7]. Special Guests and Sponsors - Notable sponsors and speakers include companies such as CATL, BASF, and various other industry leaders, indicating strong industry support and participation [3][20]. - The event will also feature a special dinner to celebrate the 10th anniversary of Qidian Research, highlighting the importance of collaboration within the industry [7][14]. Award Ceremony - The Lithium Battery Golden Ding Award aims to recognize outstanding contributions to the lithium battery industry, promoting innovation and sustainable development [13][19].

Core Viewpoint - The company has established a comprehensive intelligent manufacturing system across seven major fields, including lithium batteries, photovoltaics, 3C, hydrogen energy, automotive manufacturing, smart logistics, and smart factories [2] Group 1: Technological Advancements - The company continues to lead in cutting-edge innovation by proactively laying out next-generation equipment such as solid-state batteries and large cylindrical battery production lines [2] - The company maintains industry-leading positions in core process links such as high-speed winding, ultra-high-speed stacking, and precision coating [2] Group 2: Customer Engagement and Brand Influence - The company empowers customers through full lifecycle services, continuously accumulating a reputation for quality delivery [2] - The company actively showcases its intelligent manufacturing capabilities at high-end industry exhibitions, enhancing its benchmark status in the industry and continuously improving its brand influence in the high-end equipment sector [2]

Core Viewpoint - The company, XianDao Intelligent, has highlighted its advanced AOI (Automated Optical Inspection) equipment, which is capable of visual measurement, defect detection, and high-precision imaging testing, particularly in the consumer electronics sector [2] Group 1: Technology and Applications - The AOI equipment can detect microscopic defects in precision components such as chips and modules in the consumer electronics field, indicating a strong technological capability [2] - There is a technical commonality between the AOI equipment used for consumer electronics and the detection of silicon optical chips in the CPO (Chip-on-Panel) field [2] - Current applications of the AOI products include quality inspection in 3C consumer electronics, automotive parts, and lithium battery modules [2] Group 2: Future Outlook - The company plans to continue focusing on the extension and commercialization of AOI equipment in relevant business areas [2]

Core Viewpoint - The company has achieved mass production and delivery of a complete solid-state battery solution, indicating significant advancements in battery technology and manufacturing capabilities [1] Group 1 - The core equipment for the solid-state battery solution includes electrode preparation, electrolyte membrane preparation, isostatic densification, and post-process inspection, all of which are developed independently by the company [1] - The company collaborates with leading customers to optimize process compatibility, enhancing the overall efficiency and effectiveness of the production line [1] - The customer base for the company's solid-state battery equipment includes major domestic and international battery manufacturers and automotive companies, reflecting a strong market presence [1]

Group 1: Engineering Machinery - Domestic demand for excavators is expected to recover to around 120,000 units in 2025, with a year-on-year increase of 19.6% in the first ten months of 2025 [1][15] - The export of excavators reached 93,800 units in the first ten months of 2025, showing a year-on-year increase of 14.4%, with an expected annual growth rate of around 15% [1][29] - The recovery in domestic demand is primarily driven by small excavators, reflecting increased demand for machinery in rural and small-scale water conservancy projects [15][20] Group 2: Shipbuilding and Offshore Engineering - The global shipbuilding industry saw a decline in new orders, with a total of 9,483.31 million deadweight tons in the first ten months of 2025, down 44.67% year-on-year [2] - The shipbuilding price index has shown a general decline, but there is a recovery in orders for bulk carriers and oil tankers in October 2025 [2] - The upcoming replacement cycle in shipbuilding, combined with tightening global environmental policies, is expected to drive a new round of demand growth [2] Group 3: Cyclical Industries - The cyclical sector is showing signs of recovery in 2025, supported by low baselines and the expansion into new industries [3] - The industrial control market is rebounding, with a notable increase in the OEM market, while project-based markets are showing weaker performance [3] - The industrial robot market is expected to grow by over 10% year-on-year in 2025, indicating a sustained recovery [3] Group 4: AI and Robotics - The AI sector is driving significant changes in various industries, with a focus on humanoid robots, data center equipment, and vertical applications [4] - The demand for data center backup power sources is increasing due to global capacity shortages, with domestic alternatives expected to accelerate [4] - The introduction of humanoid robots is becoming a reality, with significant production plans announced by companies like Tesla for 2026 [4] Group 5: Investment Recommendations - The report recommends focusing on the engineering machinery sector, particularly companies like SANY Heavy Industry, XCMG, and LiuGong, which are expected to benefit from domestic and international demand [5][9] - In the shipbuilding and offshore engineering sector, China International Marine Containers (CIMC) is highlighted as a potential beneficiary of the recovery [5][9] - The AI and robotics sector presents investment opportunities in companies like Weichuang Electric and Jack Technology, which are positioned to benefit from the ongoing industrial transformation [5][9]

Core Viewpoint - The company has achieved mass production-level delivery of a complete solid-state battery line solution, with all core equipment developed independently and optimized in collaboration with leading customers [2]. Group 1: Company Developments - The company has successfully implemented mass production of solid-state battery solutions, covering all process stages including electrode preparation, electrolyte membrane preparation, isostatic densification, and post-process testing [2]. - All core equipment for solid-state batteries is fully self-developed, indicating a strong focus on in-house innovation [2]. - The company collaborates with leading customers to optimize process adaptability, enhancing the effectiveness of its solid-state battery solutions [2]. Group 2: Customer Base - The company's solid-state battery equipment clients include major domestic and international battery manufacturers and automotive companies, showcasing a broad market reach [2].