鑫椤锂电·2026-02-04 06:16Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Predictions - Global lithium battery production is expected to reach 2297 GWh by 2025, with a growth rate of 34.6% in 2026. The shipment growth rate for energy storage cells is projected to be as high as 70%, driven by dual domestic and international demand [5]. - There exists a notable supply gap in battery cells and various materials, necessitating a focus on ensuring a stable and efficient supply chain to capitalize on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on two main topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, and B2B procurement matchmaking to connect top battery manufacturers and material suppliers [6]. Group 3: Key Topics and Participants - The conference will feature specialized sessions on lithium carbonate futures, market volatility responses from lithium battery companies, and the potential of global lithium resources [7][8]. - Notable participants include leading battery companies like CATL and BYD, as well as material suppliers covering the entire supply chain, including cathode materials, anode materials, electrolytes, and separators [6]. Group 4: Industry Trends and Strategic Insights - The lithium battery industry is expected to play a crucial role in energy transition and carbon neutrality goals as it enters a new planning phase [6]. - The summit aims to provide authoritative data releases, benchmark company rankings, and deep industry connections to facilitate high-quality development in the lithium battery sector [6].