开工率大幅提升/储能市场爆发/反内卷/固态电池引发锂电A股+港股暴涨！

Core 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 installation capacity of over 180 million kilowatts by 2027, which has positively impacted 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 developments in solid-state batteries include breakthroughs in polymer electrolytes by Tsinghua University, enhancing conductivity and interface stability [11][12]. - New products such as the 588Ah energy storage cell from Chuangneng New Energy and the 628Ah large battery from Yiwei Lithium Energy have been launched, indicating a trend towards larger capacity cells [9][12]. Material Market Trends - The demand for battery materials is recovering, with positive news in the cathode materials sector, particularly for lithium iron phosphate, as companies like Longpan Technology secure significant contracts [14][15]. - The electrolyte segment is also seeing growth, with companies like Tianci Materials signing long-term contracts and expanding production capacity [15][16]. - The anode materials sector is experiencing a turnaround, with many companies reporting positive revenue growth compared to the previous year [16].