起点锂电·2025-10-19 06:38Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, with over 200 exhibitors and 20,000 professional attendees expected [1] - The event will feature the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] - Key exhibitors include major companies such as CATL, BYD, and GAC, indicating strong industry participation [1] Group 2 - According to Qidian Research Institute SPIR data, China's lithium cobalt oxide cathode shipment volume reached 75,700 tons from January to August 2025, representing a year-on-year increase of 28.4% [2] - The growth in shipment volume is attributed to the "old-for-new" policy boosting consumer demand and stockpiling behavior among downstream customers due to export bans and fluctuating tariffs [2] - The competitive landscape for lithium cobalt oxide cathodes is stable, with the top five players holding a combined market share of 89.9%, including companies like Xiamen Tungsten and BASF Shanshan [2] Group 3 - The top five companies in China's lithium cobalt oxide cathode shipments for 2025 are Xiamen Tungsten, Bamo Technology, BASF Shanshan, MGL, and Keheng Co., with Xiamen Tungsten holding over 50% market share due to high-performance products [3]