Core Viewpoint - The 17th Shenzhen International Battery Technology Exchange Conference/Exhibition (CIBF2025) will take place from May 15 to 17 in Shenzhen, featuring over 3,000 exhibitors, including major companies like CATL and BYD, with a focus on solid-state batteries and significant market growth potential in the coming years [1][2][4]. Industry Developments - The CIBF2025 will host a seminar on advanced battery technologies, covering topics such as lithium-ion battery technology, battery safety, solid-state batteries, sodium-ion batteries, and key material technologies [2]. - Recent policies from various government bodies emphasize the development of solid-state batteries, with specific targets set for 2027 to achieve key material breakthroughs and product delivery [2][3]. Company Initiatives - BYD plans to start mass demonstration applications of solid-state batteries around 2027, with large-scale deployment expected post-2030 [3][5]. - GAC Group aims to achieve vehicle integration of solid-state batteries by 2026, while Changan Automobile plans to debut functional prototypes in 2025 and commence vehicle validation in 2026 [3]. - Major automakers, including domestic and international brands, have announced timelines for solid-state battery integration, primarily between 2026 and 2030 [3]. Technological Advancements - Solid-state batteries are anticipated to meet the increasing performance demands in various emerging industries, with significant growth potential as mass production approaches [4]. - Solid-state battery technology is projected to achieve energy densities exceeding 500Wh/kg, significantly outperforming traditional lithium-ion batteries [4]. Related Companies - BYD is focusing on a composite electrolyte technology for solid-state batteries, aiming for high energy density and safety [5]. - Zhongxin Innovation's solid-state battery technology boasts an energy density of 430Wh/kg, with plans for a high-energy flying battery to be launched in 2025 [6]. - GAC Group's solid-state battery technology achieves energy densities above 400Wh/kg, utilizing advanced materials for improved performance [6]. - Tianneng Power has developed a quasi-solid-state battery with an energy density of 511Wh/kg, currently undergoing real-world testing [7]. - Ruipu Lanjun's solid-state battery project aims for energy densities over 400Wh/kg, targeting applications in passenger vehicles and drones [7].
港股概念追踪 | CIBF2025深圳开幕在即 固态电池成焦点 产业链投资机会引关注(附概念股)