CATL(SZ:300750) 起点锂电·2025-10-16 10:12Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors, 2000 participating companies, and 20,000 professional attendees [1][12]. - The event will include the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Group 2: Industry Developments - CATL's chairman, Zeng Yuqun, is expected to attend the APEC summit in South Korea later this month, where he will meet with major battery manufacturers and material suppliers to discuss potential collaborations [2][4]. - CATL has established a sales subsidiary in South Korea and signed a copper foil supply contract with South Korean company Solus Advanced Materials, marking a significant step in its global expansion strategy [4][5]. Group 3: Strategic Collaborations - The visit aims to deepen cooperation with Hyundai Motor Group, which is a major client of CATL, particularly in supplying lithium iron phosphate (LFP) and nickel-cobalt-manganese (NCM) batteries for various electric vehicle models [5][6]. - CATL plans to explore further collaboration opportunities with South Korean battery material suppliers, including EcoPro and L&F, which are leaders in the production of high-nickel ternary cathode materials [7]. Group 4: Market Opportunities - The South Korean government plans to invest 40 trillion KRW (approximately 28 billion USD) in energy storage systems by 2038, with an initial target of 540 MW of battery storage systems by the second half of 2025 [9]. - CATL is likely to partner with local material and equipment companies to bid for these energy storage projects, potentially gaining a competitive edge in the South Korean market [9].