Core Viewpoint - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will take place on November 8, 2025, in Guangzhou, focusing on new technologies and ecosystem building [2]. Group 1: Event Details - The event is organized by Qidian Solid-State Battery, Qidian Lithium Battery, and SSBA Solid-State Battery Alliance [2]. - The event will be held at the Guangzhou Nansha International Convention and Exhibition Center, with an expected attendance of over 1,000 participants [2]. - Concurrent activities include the CINE Solid-State Battery Exhibition and the CINE Sodium Battery Exhibition from November 6 to November 8, 2025 [2]. Group 2: Industry Insights - On October 29, 2023, Shangtai Technology reported significant sales growth in Q3, with a rapid increase in shipment volume and a tight supply-demand balance expected to continue into Q4 [2]. - The current market conditions indicate a potential upward pressure on the prices of negative electrode materials due to a tight supply-demand balance and a mild increase in raw material and processing costs [3]. - The company is advancing new production capacities, including a 50,000-ton lithium battery negative electrode material project in Malaysia and a 200,000-ton integrated project in Shanxi, expected to be operational by Q3 2026 [4].
尚太科技:预计负极材料价格存在一定上涨动力