尊敬的各位领导、各位来宾、各位同仁，女士们、先生们： 大家上午好！我是起点研究李振强。 十载春秋，风华正茂；锂电浪潮，奔涌向前。值此 " 2025 （第十届）起点锂电行业年会 " 隆重召开之际，我谨代表主办方，向莅临盛会的各 位领导、专家、企业家以及媒体朋友们，表示最热烈的欢迎和最诚挚的感谢！ 过去十年，中国新能源电池行业取得了巨大的成就和快速的 发展。从不到几十个亿的市场规模，到现在的万亿产值；从过去的几十家上市公 司，到现在的几百家的新能源电池相关上市公司。整个产业过去的十年，是辉煌的十年，尤其是中国的锂电产业，引领了全球的发展。 展望未来， 面对 新能源电池目前这么大的体量 、 用户群体 、 市场，未来我们的机遇和挑战都很多。 机遇方面，中国目前新能源汽车渗透率已超过 50% ，最近一个月应该是 60% 左右，尤其是乘用车。很多朋友说，这么高的渗透率，是不是 未来 增长空间就比较小？ 其实 从今年的情况来看，尤其是在商用车重卡方面，它的渗透率偏低。这也是未来在新能源商用车渗透率上升空间 比较大 的原因。 国外的新能源汽车渗透率比中国低很多，全球的渗透率目前是 20% 左右 ，也意味着未来还有两到三倍的增 ...

活动名称： 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 、2025起点用户侧储能及电池技术论坛 矿泉水独家冠名： 派能科技 活动赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远东电池/诺达智慧/奥鸿智能/中天和/超业精密/北 测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 海辰储能/瑞浦兰钧/鹏辉能源/国轩吉泰美/创明新能源/德赛电池/先导智能/亿纬锂能/移族/新日股份/弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电 源/昆仑化学/星翼能源 /汇创新能源 /力通威 等 起点研究十周年晚宴庆典特邀企业名单 (赞助及演讲单位以外）： 巴斯夫/宁德时代/博力威/富临精工/远景动力/楚能新能源/时代联合/金银河/海裕百 特/金钠/中科云储/钹鑫科技/川马激光/浦士达/奥克股份/奥特迅/成泰科技/中能建/富士康储能/中集储能/星霆动力/新日股份/华金资本/中信证券/申 万宏源/德旭资本/贝特瑞/国泰海通/国中资本/飞毛腿/倍特 ...

新周期 新技术 新生态，由起点锂电、起点储能、起点研究院SPIR主办的 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆 典、2025起点用户侧储能及电池技术论坛 将于12月18-19日在深圳市维纳斯皇家酒店举办。 800+嘉宾参会，聚焦5大专场40+热门议题，深度探讨锂 电池、材料、设备、工商业储能、便携式储能、户用储能、AIDC储能电池等核心议题，前瞻解析技术突破、破题安全挑战与价值链重构。 活动主题及架构 活动名称： 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 、2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 主办单位： 起点锂电、起点储能、起点研究院 SPIR 专场冠名： 逸飞激光 合影墙独家冠名： 蓝京新能源 签到墙独家冠名： 小鲁锂电 椅背贴独家冠名： 奥鸿智能 矿泉水独家冠名： 派能科技 活动赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能 ...

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [1][4] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new materials, processes, technologies, and the evolving industry landscape [1][4] Event Structure - The event includes a main conference and a user-side energy storage and battery technology forum, featuring various specialized sessions [1][4][6] - Key topics include advancements in cylindrical battery technology, battery innovation, new materials, and applications in energy storage [4][6][8] Key Participants - The event will host numerous industry leaders and experts, including representatives from major companies such as CATL, BYD, and BASF, among others [3][10] - Sponsorship and speaking opportunities are provided by various companies, indicating strong industry support and engagement [1][3] Awards and Recognition - The Lithium Battery Golden Ding Award aims to recognize outstanding brands and contributions to the new energy battery industry, promoting innovation and sustainable development [17] - The award ceremony will take place on December 19, 2025, during the evening banquet [18] Registration and Participation - Registration for the event is priced at 2888 RMB per person, which includes access to the conference, meals, and industry white papers [18]

Core Insights - The report highlights three core trends in the consumer services industry: "New Recovery, New Ecology, and New Supply" [6] - Structural factors are aiding certain sectors in stabilizing and improving operations, indicating a gradual recovery from the bottom [7] - The integration of online platforms with offline operations is reshaping the industry ecosystem, enhancing competition and operational efficiency [8] Industry Overview - The consumer services sector has seen a slight revenue increase of 2.57% year-on-year, totaling 183.23 billion yuan in the first three quarters of 2025, despite a 12.7% decline in net profit [20][22] - The sector's performance has been mixed, with tourism and education sectors showing significant growth, while the hotel and restaurant sectors faced slight declines [16][19] New Recovery - The hotel industry is experiencing a rebound due to increased tourism demand and a stabilization in average daily rates (ADR), with occupancy rates showing signs of improvement [31][57] - The Macau gaming market has shown strong recovery, with gross gaming revenue (GGR) reaching 24.086 billion MOP in October 2025, driven by non-gaming attractions [32][44] - The duty-free market is benefiting from policy optimizations, with sales in Hainan reaching 2.425 billion yuan in October 2025, reflecting a 34.86% year-on-year increase [32][38] New Ecology - Major players like Alibaba, Meituan, and JD.com are competing in the instant retail space, each leveraging their strengths to enhance online and offline integration [42] - The restaurant industry is witnessing a shift towards standardized and professional supply chains, with the chain restaurant rate increasing from 15% in 2020 to 23% in 2024 [46][48] New Supply - The tourism sector is transitioning from a "sightseeing + ticket" model to one focused on content innovation and immersive experiences, with companies like Sanxia Tourism and Haichang Ocean Park leading this change [50][53] - The sports industry is evolving to combine spectator and participatory sports, creating new social engagement opportunities through digital platforms [54] Investment Recommendations - Key recommendations include focusing on leading hotel chains like Jinjiang Hotels and ShouLai Hotels, and monitoring companies with strong supply chain advantages in the restaurant sector [6][8] - The report suggests that innovative companies in tourism, sports, and education sectors, particularly those utilizing AI and content innovation, are worth attention for potential growth [8][50]

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will focus on the theme "New Cycle, New Technology, New Ecology," discussing the lithium battery industry's evolution over the past decade and its future development [2]. Event Background and Significance - The Qidian Lithium Battery Industry Annual Conference is a significant annual event that has been held for nine consecutive years, attracting over 1,000 participants each year from the entire lithium battery supply chain [2]. - The 2025 event marks the 10th anniversary of the conference and the Qidian Research Institute, aiming to provide a platform for industry exchange and collaboration [2]. Event Theme and Structure - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony, along with the 2025 User-side Energy Storage and Battery Technology Forum [2]. - Theme: New Cycle, New Technology, New Ecology [2]. - Scale: Over 2,000 offline participants and 30,000 online viewers [2]. Highlights of the Event - The conference will feature nine specialized forums with over 60 prominent speakers discussing core issues and technological breakthroughs [4]. - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4]. - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among industry leaders [4]. - More than 50 exhibitors will showcase solutions across the lithium battery, energy storage, and related sectors [4]. Specialized Topics and Forums - Specialized sessions will cover topics such as soft-pack batteries for eVTOL and drones, high-nickel ternary cathode industrialization, and advancements in lithium battery separator technology [7][8]. - The User-side Energy Storage and Battery Technology Forum will address trends in household energy storage and portable energy systems [7]. Golden Ding Award Details - The Golden Ding Award aims to encourage innovation in the lithium battery industry and recognize brands that contribute significantly to its development [8]. - The award categories include various technical innovation awards for battery cells, energy storage technologies, and materials [9][14]. Registration and Participation - Registration for the event is open, with a participation fee of 2,888 yuan per person, which includes access to the conference, meals, and industry white papers [10].

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony will focus on the themes of "New Cycle, New Technology, New Ecology," aiming to summarize the past decade of the lithium battery industry and explore future development opportunities [2][3]. Event Background and Significance - The Qidian Lithium Battery Industry Annual Conference is a significant annual event that has been held for nine consecutive years, attracting over 1,000 participants each year from the entire lithium battery supply chain [2]. - The 2025 event marks the 10th anniversary of the conference and the Qidian Research Institute, providing a platform for industry professionals to discuss new materials, technologies, and industry trends [2]. Event Details - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony - Date: December 18-19, 2025 - Location: Venus Royal Hotel, Shenzhen - Expected Scale: Over 2,000 offline participants and 30,000 online viewers [2][4]. Highlights of the Event - The conference will feature leading companies and emerging enterprises in the battery sector, with over 60 prominent speakers discussing key industry topics [3]. - Nine specialized forums will be held, focusing on core issues such as technological breakthroughs and safety challenges [3]. - The 10th Lithium Battery Golden Ding Award will be presented, recognizing outstanding contributions to the lithium battery industry [3][8]. Specialized Sessions and Topics - The agenda includes specialized sessions on cylindrical batteries, soft-pack batteries, new materials, and battery technology innovations [6][7]. - Key topics will cover advancements in fast-charging technologies, safety systems for household energy storage, and the future of battery materials [6][8]. Award Details - The Golden Ding Award aims to encourage innovation in the lithium battery industry and will feature various categories, including technology innovation awards for different battery types [10][14]. - The award evaluation process includes initial assessments and final selections, culminating in an award ceremony on December 19, 2025 [9][10].

Group 1 - Suzhou Agricultural Industry Science and Technology Fund has successfully launched its first investment projects, focusing on empowering industries and capital collaboration [1] - Lasso Biotechnology is a global leader in agricultural molecular breeding, being the only company in China to achieve independent research, production, and commercialization of high-density solid-phase gene chips [1] - Lasso Biotechnology received significant investment from the Suzhou Agricultural Industry Science and Technology Fund during its Series B financing, which will enhance its strategic layout in Suzhou [1] Group 2 - BeanStar Coffee has rapidly expanded since opening its first store in Suzhou in 2022, with over 400 signed stores and nearly 300 operational stores, also entering international markets like Indonesia and Japan [2] - The establishment of BeanStar Coffee's headquarters in Suzhou will facilitate deep integration with the local coffee industry chain, creating a high-quality supply chain system [2] - The Suzhou Agricultural Industry Science and Technology Fund has a total scale of 2 billion yuan, with an initial investment of 600 million yuan, focusing on six core areas including modern seed industry and digital agriculture [2]

Core Viewpoint - The 23rd Guangzhou International Auto Show showcases GAC Group's achievements from the "Panyu Action" reform, emphasizing user-centric strategies and the introduction of four major engines: new technology, new products, new services, and new ecosystems to enhance user experience and competitiveness [1][3]. Group 1: New Technology - GAC Group aims to enhance user experience through breakthroughs in new energy power, safety, intelligent chassis, and AI technology, contributing to a better quality of life for users [3]. Group 2: New Products - The company has established a comprehensive R&D system for its independent brands to meet diverse user demands, ranging from daily commuting to high-quality travel experiences [3]. Group 3: New Services - GAC is promoting channel transformation to make services more accessible and is continuously enhancing over 300 features and experiences through OTA upgrades, ensuring vehicles remain updated and valuable [3]. Group 4: New Ecosystem - GAC plans to collaborate on energy ecosystems, charging networks, intelligent ecosystems, and innovative business models to create the best user experience [3]. Group 5: Product Showcase - At the auto show, GAC presented various smart technology models, including the flagship sedan A800 in collaboration with Huawei, and multiple models from GAC Trumpchi and GAC Aion. GAC Honda and GAC Toyota also showcased popular models and the latest achievements in their hybrid strategy [4]. Group 6: Commercial Vehicles - GAC launched the new energy heavy truck T9 and highlighted its subsidiaries, such as GAC Mobility and GAC Toyota Engine, at the exhibition [4].

Core Viewpoint - GAC Group is undergoing significant transformation through the "Panyu Action," focusing on technology, AI, and market-driven development to achieve the goal of reinventing itself as a new GAC [2][3] Group 1: Transformation Strategy - The core of GAC's development is to transition from an engineering mindset to a user-centric approach in product development, integrating user needs into the entire product lifecycle [5] - GAC has adopted Huawei's Integrated Product Development (IPD) model to enhance market insights and product delivery, marking a significant organizational change from a functional to a matrix structure [5] - The dual focus on market and technology is essential for improving GAC's competitiveness and achieving commercial success [5] Group 2: Brand Differentiation - GAC and Huawei's new brands, "Jing" and "Jie," are positioned to avoid homogenization by targeting different market segments and consumer needs [6] - The "Jing" brand aims at a younger, fashion-forward audience with high demands for vehicle performance, encapsulated in the "three highs": high aesthetics, high technology, and high performance [6] Group 3: Product and Service Innovations - GAC's four development engines include new technology, new products, new services, and a new ecosystem, with a focus on electric vehicles and AI integration [8] - GAC has established over 21,000 self-operated charging stations in China, the highest number among domestic automakers, and has partnered with CATL for battery swapping solutions [9] - The company has conducted 45 over-the-air updates this year, enhancing over 300 features across nearly 150,000 vehicles, emphasizing the importance of software and AI services [9] Group 4: Brand Positioning - GAC's brands, including Trumpchi, Aion, and the new partnership with Huawei for the "Qijing" brand, are strategically positioned to cater to different consumer demographics [10] - Trumpchi focuses on traditional fuel vehicles while transitioning to hybrid models, Aion targets young families with electric vehicles, and Qijing aims at high-end intelligent electric vehicles for a younger audience [10]