会议预告 第十八届高工锂电产业峰会 —— 产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究（GGII） 峰会 时间： 2025年6月25-26日 峰会地点： 常州·金坛万豪酒店 峰会背景 ● 全场景电动化加速推进。 中国电动化渗透率突破50%临界点，带动产业链上下游开启新的产业 周期。同时，电力市场、船舶、商用车、人形机器人、eVTOL等赛道的发展成为锂电出货增长新 的驱动力。 ● 动力与 储能 产业协同融合发展 ， 电动化趋势下，将带动以动力电池为核心的新能源制造业规 模化发展，而储能的发展，则关系到区域性能源转型与碳中和目标实现，二者协同融合，将成为国 内各区域未来几年重点发展的方向，常州金坛作为率先发展新能源的区域，一定要率先抢占高地。 核心议程 | | 6月25日 | | --- | --- | | 时间 | 核心议题 | | 9:00"12:00 | 开幕式专场: | | . | 全球电动化新阶段竞逐风云 | | . | 全场景电动化产品研发与生态构建攻略 | | . | 动力电池技术. 价格与营销"激战" | | . | 下一代电池技术卡位与抢夺的激烈角逐 | | . | 装备企 ...

上海市人民政府办公厅发布《关于进一步深化改革创新加快科技服务业高质量发展的若干意见》，其中 提出，探索试点"科学数据银行"模式，建立高校院所之间的数据共享机制，推动公共数据分级分类开 放。推动大数据、大模型在科技研发细分领域的垂直应用，提升AI4S基础设施和公共服务水平。 ...

Core Insights - The article highlights the acceleration of electrification across various sectors in China, with the penetration rate surpassing 50%, leading to a new industrial cycle in the lithium battery supply chain [3] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for achieving regional energy transition and carbon neutrality goals [3] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, indicating an optimization of supply and demand within the industry [3] - The article notes the rapid application of new materials and processes, driving differentiation in power and storage batteries, and the development of new battery systems supported by AI technologies [3] Industry Developments - The article discusses the new phase of renewable energy industry development in Changzhou, highlighting its strong foundation and potential for significant breakthroughs in the sector [4] - It mentions the importance of seizing market opportunities, enhancing technological innovation, and promoting industrial collaboration to position Changzhou as a leading base in the global renewable energy industry [4] Summit Highlights - The summit is described as a premier annual event for the lithium battery industry, gathering over 300 influential companies and 1000 industry leaders for technical exchanges and product showcases [8] - The agenda includes discussions on global electrification trends, product development strategies, and competitive dynamics in battery technology and pricing [9] - Specific sessions will focus on battery applications in various sectors, including electric vehicles, marine electrification, and robotics, exploring new opportunities and technological advancements [9]

Core Viewpoint - The first "Fosun Cup" AI+ Entrepreneurship and Innovation Competition has been launched, aiming to integrate cutting-edge technology with industry applications, leveraging Fosun's extensive resources and global industry scenarios [1][10]. Group 1: Competition Overview - The competition is supported by Fosun's global investment institution, Fosun Ruijing Capital, which will provide investments ranging from 5 million to 50 million yuan for the top three teams [3][11]. - Winning teams will also gain priority access to over 200 industry application scenarios, including AI applications in finance, healthcare, and intelligent manufacturing [3][11]. - The competition includes cash prizes of 100,000 yuan or equivalent resources for the top teams, along with direct recruitment opportunities for outstanding teams [4][11]. Group 2: Recruitment Tracks - The competition is recruiting AI pioneers across various tracks, including AI+Finance, AI+Healthcare, AI+Marketing, AI for Science (AI4S), and AI+Intelligent Agents [4][11]. - Each track focuses on specific applications of AI, such as financial data processing, drug development, and intelligent marketing solutions [4][11]. Group 3: Competition Schedule - The project recruitment phase runs until June 15, 2025, followed by a selection process to identify over 20 enterprises for the initial round [6][7]. - The initial round will take place from June 15 to June 30, 2025, where 20+ enterprises will compete for a spot in the finals [7]. - The final competition is scheduled for July 2025, where experts and executives will evaluate the projects through presentations [8]. Group 4: Fosun's Strategic Focus - Fosun emphasizes technology innovation as a core strategic pillar, building a global innovation system that integrates independent research, investment incubation, and ecological cooperation [10][11]. - The company has made significant investments in AI and robotics, with a focus on enhancing efficiency in drug development, medical imaging, and precision medicine [10][12]. - Fosun's subsidiaries, including Fosun Pharma and Fosun Wealth Holdings, are actively integrating AI into their operations to improve decision-making, operational efficiency, and market insights [12][14].

"分子宇宙"的无穷潜能正等待电池产业开掘。 北京时间4 月 29 日 晚 11 时（ 美东时间 4 月 29 日中午 11 时） ， SES AI 将公开全球首个电池领域专用 " 分子宇宙 " （ Molecular Universe ， MU-0 ），并进行公开演示。 " 分子宇宙 " 是 SES AI 推出的一款电池领域 AI4S 解决方案，涵盖 10 的 11 次方个可用于电池的小分子，并电池专用的大语言模型驱动 训练而成的导航系统，让全球顶尖电池科学家的专业知识 " 触手可及 " 。 SES AI 表示， " 分子宇宙 " 可理解为一个专用于电池材料开发的 " 导航地图 " 或 " 参考词典 " 。通过 " 分子宇宙 " 软件，用户可精准 地筛选出所需材料，打开电池材料创新想象空间。 对于电池产业链企业而言，"分子宇宙"的现实价值在于加速或替代R&D，除了现阶段查询未知分子的功能，未来"分子宇宙"还将延伸到到材 料配方、电芯设计、电池测试等多个环节，实现电池开发全流程的加速。 具体而言， " 分子宇宙 " 软件具备三大方面的优势。 首先是庞大且持续扩展的数据库 —— 分子图谱。当前版本（ MU-0 ） ...

Core Insights - AI4S represents the fifth paradigm of scientific research, integrating artificial intelligence into the entire research process to create a smart closed-loop of hypothesis generation, experimental validation, and theoretical iteration [2] - The fourfold value of AI4S includes accelerating scientific discovery, breaking traditional method limitations, reducing research costs and barriers, and driving interdisciplinary innovation [2] Industry Overview - The new materials research sector faces challenges such as complex systems, vast parameter spaces, and unclear structure-activity relationships, which AI4S can address through unified data modeling, cross-scale simulation, and autonomous experimental platforms [3] - The emergence of high-quality material data and advancements in deep learning technology have led multiple companies to adopt AI4S for new materials development [3] Company Developments - Zhite New Materials is collaborating with Quantum Technology Yangtze River Delta Innovation Center and Micron Era Digital Technology to promote the application of AI and quantum technology in new materials [4] - The company has signed a memorandum of cooperation with the University of Science and Technology of China to establish an AI4S innovation platform and develop high-performance sunscreen and heat-insulating materials [4]

2月27日，百度与宁德时代签署战略合作协议。双方合作包括但不限于宁德时代动力电池、换电产 品及服务、滑板底盘技术在无人车产品的开发应用，以及共同探索并打造竞争力领先的无人车产品 和创新的商业模式。百度也将以全栈自主可控的AI能力，从芯片、平台、应用层全方位支持宁德 时代数智化建设。 国内电池与AI两大领域代表企业牵手，能源与智能融合革命已有暗流。 重新定义能源与智能的关系。 DeepSeek宣布开源其模型R1期间，电池产业链企业集中进行本地化部署。尽管目前鲜有企业披露 具体成效，但AI正在电池产业激起涟漪，提醒电池产业做出顺应时代的选择。 在2月的全固态电池行业论坛上释放出强烈信号：AI正成为下一代电池技术突破的核心引擎。 欧阳明高院士直言，全固态电池研发面临四大核心难题，传统研发效率已无法满足需求，必须转 向"文献AI读、报告AI写、模型AI算、优化AI做"的新范式。 而锂电产业链最早将AI作为生产工具导入的时间可以追溯到2019年，这一年，蜂巢能源投产了车 规级AI智能动力电池工厂。2020年，宁德时代提出"电池极限制造"理念，追求电池制造过程中的 效率、品质与成本的最优化，并积极布局AI技术。 "极限制 ...