锂电上行周期启幕，尚水智能以“跃迁”之力共创电池智造新纪元

Core Viewpoint - In 2025, the Chinese lithium battery industry will enter a new high-quality development cycle after a deep reshuffle, driven by dual engines of demand from power and energy storage, accelerated globalization, and technological upgrades [1]. Demand-Driven Growth - The total shipment of lithium batteries in China exceeded 1.2 TWh in the first three quarters, a year-on-year increase of 60%, indicating a full release of industry growth momentum [1]. - New energy vehicle production and sales exceeded 11.2 million units from January to September, with exports surging by 89.4%, directly driving power battery shipments to 785 GWh, surpassing the total for 2024 [1]. - The energy storage market also performed well, with shipments of 165 GWh in the first three quarters, a year-on-year increase of 65% [1]. Equipment Sector Challenges - The robust growth in downstream demand and accelerated technological iteration has led to new challenges for lithium battery equipment manufacturers [2]. - Equipment companies face stringent requirements for "high safety, high reliability, high performance, and high value" in the current expansion cycle [2]. - Balancing scalability and flexibility is a significant challenge, as rapid technological advancements increase the risk of obsolescence [2]. - The complexity of processes and stability of yield present dual challenges, especially with the industrialization of solid-state batteries [2]. - The shift from "product export" to "capacity export" requires equipment manufacturers to meet international standards and provide localized support [2]. Innovation by Shangshui Intelligent - Shangshui Intelligent has been a leader in technological innovation in the lithium battery equipment sector, continuously addressing industry pain points through new product launches since 2021 [3][4]. - The company has introduced several innovative solutions, including high-efficiency CNT pulping dispersion systems and dry grinding equipment, to enhance production efficiency and reduce costs [3][4]. 2025 New Product Launch - The 2025 product launch will focus on three core solutions: 1. Battery material production lines to ensure consistent manufacturing quality [5]. 2. Ultra-large capacity electrode manufacturing lines to achieve significant efficiency improvements [6]. 3. Dry electrode and solid-state battery technologies to explore the industrialization path of next-generation technologies [7][8]. Event Details - The product launch event will take place on November 18, 2025, at the JW Marriott Hotel in Shenzhen, featuring discussions on technological breakthroughs and industry collaboration [12].