起点锂电·2025-09-29 10:35Core Viewpoint - The lithium battery industry is experiencing a positive trend, driven by strong demand for energy storage and solid-state batteries, with significant investments and advancements in technology [2][5][10]. Industry Events - The CINE2025 Solid-State Battery Exhibition and Annual Conference will be held from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1]. - The "New Energy Storage Scale Construction Special Action Plan" was released, aiming for a new energy storage installed capacity of over 180 million kilowatts by 2027, which has positively impacted the stock prices of several storage companies [7][8]. Market Performance - A-shares and Hong Kong stocks related to lithium batteries are showing strong performance, with notable increases in stock prices for companies like Zhongchuang and Tianneng, with Zhongchuang reaching a peak increase of 10.67% [2][5]. - The demand for lithium batteries is expected to rise as the year-end approaches, with significant orders for energy storage and long-term contracts for lithium iron phosphate [5][6]. Technological Advancements - Recent advancements in solid-state battery technology include the development of a new fluorinated polymer electrolyte by Tsinghua University, which addresses conductivity and interface stability issues [11][12]. - Companies like Kunlun New Energy and Yiwei Lithium Energy are making strides in large-capacity energy storage batteries, with projects like the 80GWh battery project and the world's first 628Ah energy storage battery [9][12]. Material Market Trends - The demand for battery materials is recovering, with positive developments in cathode materials, electrolyte solutions, and anode materials, as companies like Longpan Technology secure significant contracts and expand production [14][15][16]. - The negative electrode material sector is also seeing growth, with many companies reporting positive revenue growth compared to the previous year, indicating a robust recovery in the lithium battery supply chain [16].