固态、钠电竞速，电池新能源产业迎增长新动能

Core Insights - China has established itself as the "world battery factory" due to its comprehensive advantages in technology research and supply chain integration, while facing both short-term challenges and long-term restructuring in the battery new energy industry [1][20] Industry Developments - The 12th China (Suzhou) International Summit Forum on Battery New Energy Industry was held from November 11 to 13, focusing on "Innovation and Adaptation to Reshape Value," gathering over 500 representatives from various sectors to explore development paths and high-quality growth in the industry [3] - The battery new energy industry has transitioned from a phase of scale expansion to a new cycle of value creation, although it is still undergoing deep adjustments with ongoing price wars and uncertainties from international trade barriers and raw material price fluctuations [5][6] Technological Innovations - Solid-state and sodium-ion battery technologies are crucial for overcoming competition and profit pressures in the battery new energy sector, with a focus on technological breakthroughs and strategic innovation [7][20] - Solid-state batteries are recognized for their high safety, energy density, and long cycle life, with demand expected to reach 156 GWh by 2030 as the technology matures and costs decrease [11] - Sodium-ion batteries are gaining traction due to their cost advantages, projected to be 30% lower than lithium batteries, and the growing market for electric two- and three-wheelers in China [20] Market Trends - The battery technology landscape is diversifying, with trends indicating that both ternary and lithium iron phosphate batteries will coexist in the long term, and high energy density batteries will be essential for advanced electric vehicles and eVTOLs [25] - The industry is witnessing a shift towards proactive safety technologies that aim to detect risks early, contrasting with traditional methods that react post-incident [31] Strategic Focus - Companies are urged to prioritize technology, market orientation, supply chain integration, and ecological sustainability to navigate industry challenges and capitalize on new opportunities [31]