CINE2025固态电池展 CINE2025钠电展 一、展会组织架构 展会名称： CINE固态电池展 CINE钠电展 主办单位： 起点固态电池 起点钠电 起点锂电 起点研究 SSBA固态电池联盟 活动协办及论坛总冠名单位： 茹天科技 第一批展商及赞助商名单： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能源/时 代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒 特股份/希倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子/孚悦科技等 活动规模： 展会 时间： 2025年11月6 -8 日 9:00- 17 :00 举办地点： 广州 南沙国际会展中心（ 2楼船厅及广州厅） 同期活动： 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼、2025起点钠电行业年会暨钠电金鼎奖颁奖典礼 二、 同期固态论坛及金鼎奖颁奖活动 | | 2025 起点固态电池行 ...

海辰储能的快速崛起始终伴随着技术争议。公司宣称在全球申请超4400件专利，但2024年研发费用率仅 4.1%，显著低于宁德时代（5.14%）、比亚迪（6.85%）等头部企业。更关键的是，其核心团队与宁德 时代存在深度交集——创始人吴祖钰及三名执行董事均曾任职宁德时代。 2025年9月25日，厦门海辰储能科技股份有限公司（以下简称"海辰储能"）向港交所递交的H股招股说 明书正式失效。这家成立仅六年、估值一度突破250亿元的储能行业独角兽，在冲刺港股上市的关键节 点遭遇挫折，其全球化战略布局面临不确定性。 招股书失效：6个月期限的"生死线" 根据港交所规定，企业递交的招股书有效期为6个月。海辰储能于2025年3月25日提交申请，但截至失效 日仍未完成证监会备案和港交所聆讯。市场分析指出，此次失效直接源于两大核心障碍：一是尚未解决 的技术专利纠纷，二是高增长背后的"隐忧"。 招股书显示，海辰储能2022-2024年营业收入从36.15亿元跃升至129.17亿元，年复合增长率达89%。然 而，其盈利质量却饱受质疑：2024年虽实现归母净利润2.59亿元，但政府补助高达4.14亿元。更严峻的 是，公司应收款项从2022 ...

Event Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition will take place from November 6 to November 8, 2025, at the Guangzhou Nansha International Convention Center [3][7] - The event is organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and the SSBA Solid-State Battery Alliance [2] Event Scale and Participation - The exhibition will feature over 200 exhibitors and more than 2000 participating companies [2] - Key sponsors include Jin Na Technology, Ru Tian Technology, Hai Si Da, Rong Jie Energy, and others [2] Concurrent Activities - The event will host the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, along with the 2025 Qidian Sodium Battery Industry Annual Conference and the Sodium Battery Golden Ding Award Ceremony [3][12] Forum Agenda - The agenda includes the establishment of the All-Solid-State Battery Alliance and the release of the global sulfide solid-state battery technology roadmap [4] - Specialized sessions will cover topics such as sulfide solid-state battery technology, electrolyte technology, and manufacturing processes [4] Awards - Various awards will be presented, including the 2025 China All-Solid-State Battery Industrialization Pioneer Award and the 2025 China Solid-State Battery Most Investment Value Award [5] Exhibition Layout - The exhibition will feature different booth types, including 9 square meter standard booths priced at 15,000 RMB and 36 square meter raw land booths priced at 48,000 RMB [8]

Core Insights - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends and forecasts for 2024 and beyond [3][4][5]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [3]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [3]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to declining electricity prices and increasing demand [3]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [3]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [4]. - The USA is identified as the largest and most mature market for portable energy storage, driven by outdoor activities and a developed RV market [4]. - Ukraine is projected to experience the fastest growth in 2024 due to energy shortages caused by the ongoing conflict, increasing the demand for emergency power solutions [4]. - By 2030, the global portable energy storage market is anticipated to reach 28 million units, a 156% increase from 2024, fueled by outdoor economy growth and emergency power needs [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and others [5]. Industry Trends and Challenges - The article notes the emergence of new technologies and materials in battery technology, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges [5]. - The implementation of new national standards for portable power sources is expected to raise safety requirements across the industry [5]. - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and collaborative innovation within the industry [6][8]. Event Details - The 2025 Peak Forum will take place on September 26, 2025, in Shenzhen, gathering over 600 key decision-makers from the industry [11][10]. - The forum will cover various topics, including safety systems, market trends, and technological advancements in home and portable energy storage [9][10].

Core Viewpoint - The article discusses the upcoming 8th Sodium Battery Summit, emphasizing the significant advancements in the sodium battery industry and the expectation of a "true" year for GWh-level shipments in 2025 [1]. Event Overview - Event Name: 8th Sodium Battery Summit - Theme: Full-chain technology capacity leap, GWh-level shipment "true" year - Organizer: Qidian Sodium Battery and Qidian Research Institute (SPIR) - Title Sponsor: Jinna Technology - Co-organizer: Tianneng Sodium Battery - Date: August 28, 2025 - Location: Venus Royal Hotel, Shenzhen [1]. Agenda Highlights - The summit will feature a series of speeches and discussions on various topics related to sodium batteries, including: - Release of the TOP 60 ranking of sodium battery shipments for H1 2025 [2]. - Technical sessions on sodium battery cell and cathode material technologies [2][3]. - Discussions on application scenarios and technological development trends of sodium batteries [2][3]. Key Speakers - Notable speakers include: - Li Zhenqiang, Founder of Qidian Sodium Battery - Yang Weiyuan, Chairman of Jinna Technology - Du Chenshu, Executive Dean of Weike Technology Research Institute [13][15]. Participation Details - Registration fee: 2288 yuan per person, which includes conference ticket, lunch, conference materials, and accommodation [9][17]. - Contact information for registration and sponsorship inquiries is provided [10][18].

Core Viewpoint - The article discusses the upcoming 8th Sodium Battery Summit, emphasizing the significant advancements in the sodium battery industry and the expectation of a "true" year for GWh-level shipments in 2025 [1][2]. Event Overview - Event Name: 8th Sodium Battery Summit - Theme: Full-chain technology capacity leap, marking the "true" year for GWh-level shipments - Organizers: Initiated by Qidian Sodium Battery and Qidian Research Institute [3] - Date: August 28, 2025 - Location: Venus Royal Hotel, Shenzhen [1] Agenda Highlights - The summit will feature a series of speeches and discussions from industry leaders, including: - Release of the TOP 60 ranking of sodium battery shipments for H1 2025 [2] - Presentations on production challenges and solutions for large cylindrical sodium batteries [2][15] - Discussions on application scenarios and technological trends in sodium batteries [2][15] - Roundtable dialogues addressing cost reduction and development trends in sodium battery technologies [4][5] Participation Details - Expected attendance: Over 600 participants [1] - Registration fee: 2288 yuan per person, which includes conference materials, lunch, and accommodation [20][21]

Core Viewpoint - The article discusses the upcoming 8th Sodium Battery Summit, emphasizing the theme of "Full Chain Technology Capacity Leap and GWH-level Shipment 'True' Year" [1][8]. Event Overview - The event is organized by Qidian Sodium Battery and Qidian Research Institute, with Jin Na Technology as the main sponsor [3]. - The summit will take place on August 28, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 600 participants [1][9]. Agenda Highlights - The summit will feature a series of speeches and discussions, including the release of the TOP 60 ranking of sodium battery shipments for the first half of 2025 [2][12]. - Key topics include production challenges in large cylindrical sodium batteries, new electrochemical storage battery developments, and various application scenarios for sodium batteries [2][12][14]. Participating Companies - Numerous companies are involved, including Jin Na Technology, Tian Neng Sodium Battery, Weike Technology, and others, showcasing a collaborative effort in the sodium battery industry [1][2][4]. Registration and Costs - The registration fee for the summit is 2288 yuan per person, which includes conference access, lunch, a conference booklet, and accommodation [17][18].

Core Viewpoint - The forum emphasizes the significant advancements in sodium battery technology and its potential for large-scale production, marking 2025 as a pivotal year for GWh-level shipments in the industry [4][10]. Event Overview - The 8th Sodium Battery Summit is organized by Qidian Sodium Battery and Qidian Research Institute, with Jin Na Technology as the main sponsor and Tian Neng Sodium Battery as a co-organizer [4][10]. - The event will take place on August 28, 2025, at the Venus Royal Hotel in Shenzhen, with an expected attendance of over 600 participants [4][10]. Agenda Highlights - The forum will feature a series of speeches and discussions on various topics related to sodium battery technology, including production challenges, application scenarios, and material development [3][5][12]. - Keynote speeches will include insights from industry leaders such as Li Zhenqiang, founder of Qidian Sodium Battery, and Yang Weiyuan, chairman of Jin Na Technology, focusing on the future of sodium battery shipments and production techniques [3][12]. Participation Details - Registration for the forum is priced at 2288 yuan per person, which includes access to the conference, lunch, a conference booklet, and a simplified version of the 2025 sodium battery industry white paper [14][15]. - The event will also feature a closed-door dinner for members of the NA+ Sodium Battery Industry Alliance [6].

Core Viewpoint - The article discusses the upcoming "8th Sodium Battery Summit Forum," emphasizing the theme of "Full Chain Technology Capacity Leap, GWH-level Shipment 'True' Year" and highlighting the significance of sodium battery technology in the energy storage sector [2]. Event Overview - Event Name: 8th Sodium Battery Summit Forum - Theme: Full Chain Technology Capacity Leap, GWH-level Shipment "True" Year - Organizers: Qidian Sodium Battery, Qidian Research Institute (SPIR) - Title Sponsor: Jinna Technology - Co-sponsor: Tianneng Sodium Battery - Scale: Over 600 participants - Date: August 28, 2025 - Location: Venus Royal Hotel, Shenzhen [2]. Agenda Highlights - The forum will feature a series of speeches and discussions, including: - Opening remarks and the release of the 2025 H1 sodium battery shipment volume TOP 60 ranking by Li Zhenqiang, founder of Qidian Sodium Battery [3]. - Keynote speech by Yang Weiyuan, Chairman of Jinna Technology, on the challenges and solutions in the production process of large cylindrical sodium batteries [3]. - Presentations on various topics related to sodium battery applications and technology trends by industry leaders [3][9]. Participation Details - Registration Fee: 2288 yuan per person, which includes conference ticket, lunch, conference materials, a simplified version of the 2025 sodium battery industry white paper, shareable presentation materials, and one night’s accommodation [4][11]. - Payment Information: Payments should be made to Shenzhen Qidian Research Consulting Co., Ltd. via specified bank account [5][12]. Notable Speakers - Key speakers include: - Li Zhenqiang, Founder of Qidian Sodium Battery - Yang Weiyuan, Chairman of Jinna Technology - Wang Shaoping, General Manager of Yishite Sodium Battery - Other industry experts discussing various aspects of sodium battery technology and applications [9][10].

Group 1: Sodium Battery Development - The sodium battery products are expected to achieve large-scale applications in the two-wheeler sector, with initial small-scale shipments already made in the Southeast Asian motorcycle market [2][3] - The company has completed the third generation of sodium battery product iterations, with materials undergoing performance validation tests in collaboration with downstream partners [3][4] - The production capacity planning will be dynamically optimized based on market expansion and customer order fulfillment [3] Group 2: Customization and Cost Management - A systematic customization development framework has been established to meet the differentiated performance demands of downstream battery manufacturers [3] - The current market price for sodium battery materials is approximately CNY 25,000 per ton, with limited overall cost optimization potential due to the use of bulk chemical raw materials [4] - The company is advancing the development of the 3.5 generation product to achieve cost breakthroughs through self-synthesis of key raw materials [4] Group 3: Strategic Collaborations and Market Expansion - The company is collaborating with third parties to develop new short-blade battery cells, focusing on low-speed electric vehicles and household storage applications [4] - A strategic partnership with Huisheng Engineering has been established to enhance carbon capture and utilization (CCUS) capabilities, leveraging each party's strengths [5][6] - The company is actively pursuing multiple projects in both domestic and international markets, with significant order conversion expected in the second half of the year [5] Group 4: Financial Performance and Profitability - The gross profit margins for flue gas treatment and catalyst businesses have improved to 27.79% and 27.03%, respectively, driven by high-margin project deliveries and effective order quality control [4] - As of the end of July, the company has approximately CNY 443 million in hand orders, providing a solid foundation for future business support [4]