大会回顾 | 5位行业大咖热议10TWh新变

Core Viewpoint - The lithium battery industry is transitioning from a "single power" model to "full scene electrification," with the market space expected to develop towards a scale of 10 TWh, driven by demand from various emerging fields such as eVTOL, low-altitude economy, and data center energy storage [6][8]. Group 1: Industry Trends - The demand for lithium batteries is shifting from "single-point high growth" to "multiple-point explosion," necessitating advancements in material systems and manufacturing technologies to meet higher requirements for energy density, safety, and customization [6][8]. - Solid-state batteries are identified as a key variable in reshaping the industry landscape, with major manufacturers expected to push for their validation and integration into vehicles by around 2030 [8]. - The energy storage market is entering a high-growth phase, with significant technological gaps emerging among storage companies, potentially leading to the exit of less competitive players within 1-2 years [8]. Group 2: Company Innovations - ENPACK has developed high-conductivity composite copper foils suitable for high-rate charging and discharging scenarios, significantly reducing resistance from 36 mΩ/□ to 24 mΩ/□, which is ideal for applications like drone batteries [9]. - The company is also focusing on bipolar copper-aluminum foils for new solid-state battery structures, aiming to enhance voltage and fast-charging capabilities [9]. - PULITECH is integrating materials, processes, and equipment to provide comprehensive solutions that help clients reduce costs and improve efficiency, showcasing successful collaborative cases in ultra-thin aluminum composite materials and ceramic-coated separators [12][14]. Group 3: Research and Development - Ningbo Fuli Battery Material Technology has established a complete innovation system from laboratory to production line, achieving stable supply of high-performance lithium-rich manganese-based cathode materials with a capacity of 300 mAh/g [15]. - The company plans to expand its production capacity to a scale of 10,000 tons by 2026, indicating a strong capability for mass production [15]. - WeiLan New Energy is advancing solid-state battery technology with a focus on cost reduction and system integration, achieving significant performance metrics in both electric vehicles and energy storage applications [18].