CATL(SZ:300750) 高工锂电·2025-11-29 09:15Core Viewpoint - The 2025 High-Performance Energy Storage Conference will take place from December 9 to 11, 2025, in Shenzhen, focusing on the latest developments and challenges in the energy storage industry, particularly regarding battery cell supply and demand dynamics [2][4]. Group 1: Industry Trends - The energy storage industry is experiencing a significant "cell shortage" wave in 2025, particularly for mainstream battery cells ranging from 100Ah to 314Ah, leading to a rebound in storage system prices [5]. - This shortage is driven by two main factors: the continuous increase in global energy storage demand and the industry's accelerated transition to larger capacity battery cells (500Ah+) [6]. Group 2: Key Questions and Discussions - The conference will address critical industry questions, including which companies will emerge as the biggest winners during the cell shortage, with a focus on industry leader CATL and various mid-tier companies [7]. - Discussions will also explore the future penetration rate of 500Ah+ cells by 2026 and whether competition or collaboration will dominate the relationship between battery and system companies [7]. Group 3: Featured Presentations - Various battery companies will present on topics such as battery safety, large-capacity battery technology, and international market expansion. Notable presentations include: - CATL discussing "Globalization of Chinese Energy Storage" - EVE Energy focusing on "Global Path for Large-Capacity Energy Storage" - Chuangli New Energy introducing "Water-based Iron-Nickel Electrolytic Batteries for Renewable Energy Replacement" [10].