起点锂电·2025-11-01 10:35Group 1: Event Overview - The 2025 Solid-State Battery Industry Conference and Golden Ding Award Ceremony will be held on November 8, 2025, at the Guangzhou Nansha International Convention Center [3] - The event aims to focus on new technologies and build a new ecosystem within the solid-state battery industry [3] - The event is expected to attract over 1,000 participants and includes concurrent exhibitions for solid-state and sodium batteries [3] Group 2: Investment and Strategic Moves - CATL has increased its stake in Tianhua New Energy by acquiring 12.95% of the company's shares for a total of 2.635 billion yuan, with a share price of 24.49 yuan [4][6] - Following this transaction, CATL will become the second-largest shareholder of Tianhua New Energy, which is a key supplier of lithium battery materials [6] - The strategic partnership aims to enhance the supply chain stability and optimize the shareholder structure of Tianhua New Energy [6][8] Group 3: Company Background and Operations - Tianhua New Energy specializes in lithium battery materials, including battery-grade lithium hydroxide and lithium carbonate, and has established significant production capacity [7] - The company has developed multiple projects with a combined annual production capacity of 70,000 tons of lithium hydroxide and 100,000 tons of lithium carbonate [7] - Tianhua New Energy has a global presence in lithium resource acquisition, with investments in Australia, Congo, Nigeria, and Brazil [7] Group 4: Industry Implications - The partnership between CATL and Tianhua New Energy is expected to provide stability in order fulfillment, technology, and financial support, enhancing performance growth [8] - CATL's investment strategy reflects a broader trend of vertical integration in the battery supply chain, crucial for maintaining competitive advantages in material supply and quality [8][9] - The upcoming year is projected to be significant for CATL, with large-scale capacity releases and strategic partnerships set to support global expansion and technological advancements [9]