Core Viewpoint - The lithium battery separator market is experiencing a recovery characterized by simultaneous increases in both volume and price, particularly in the dry separator segment, with prices expected to rise over 20% by 2025, indicating a potential end to the prolonged industry downturn [1] Group 1: Dry Separator Market - Recent reports indicate that leading companies anticipate a price increase of over 20% for dry separators by 2025, marking a significant shift from the previous trend of declining prices [1] - The price of dry separators fell by more than 10% in 2024, at one point dropping below the cost line due to oversupply and intense price competition, which led to reduced production willingness among manufacturers [1] - Long-term price wars have resulted in severe cost and profit imbalances for separator manufacturers, necessitating price increases to gradually restore profit margins [1] Group 2: Technological Developments and Demand - The rapid development of new battery technologies, such as BYD's second-generation blade battery and advancements in solid-state electrolyte membranes, has created new demand for dry separators, which are essential as a "supporting framework" [1] - The demand for high-performance separators is growing in traditional applications, particularly for fast-charging batteries and large-capacity energy storage cells, which require thinner and superior performance separators [2] - Emerging markets, including semi-solid batteries and lithium battery UPS for data centers, are driving demand for separators with high safety requirements, presenting significant market opportunities for aramid-coated separators [2] Group 3: Collaboration and Commercialization - A collaboration between Xingyuan Material and Taihe New Materials has successfully developed aramid-coated separators, which have been applied in the Kirin battery of the Wanjie M9 [3] - The production lines for aramid-coated separators from both companies are expected to be operational by 2025, paving the way for commercialization [3]

Core Viewpoint - The article highlights the recent developments in the supply contracts for lithium battery cathode materials, particularly focusing on the partnership between Changsheng Technology and SK On, which is expected to enhance revenue and market position for Changsheng Technology in the high-nickel and medium-nickel cathode materials sector [2]. Group 1: Supply Contracts and Revenue Impact - Changsheng Technology signed a supply contract with SK On to deliver 17,000 tons of various lithium battery cathode materials from 2025 to 2027, with potential additional negotiations for 110,000 tons from 2026 to 2028 [2]. - The revenue impact from this contract is projected to exceed 1.7 billion yuan, based on current prices for high and medium nickel ternary cathode materials [2]. - The partnership is a renewal of previous contracts, with SK On's contribution to Changsheng Technology's revenue decreasing over the past three years, but the new orders are expected to increase this contribution [2]. Group 2: Market Dynamics of Cathode Materials - The market share of ternary cathode materials has been pressured by lithium iron phosphate (LFP) cathode materials, with the installation ratio of ternary batteries to LFP batteries shifting from 4:6 to 2:8 from 2023 to early 2024 [3]. - The slowdown in demand for ternary materials is attributed to a shift in the market towards mid-to-low-end electric vehicles and the growth of the energy storage market, which predominantly uses LFP materials [3]. - Despite the slowdown, ternary cathode materials maintain a stronger price position compared to LFP materials due to higher technical barriers and a more diversified international customer base [3]. Group 3: Future Growth Potential - The future growth of ternary cathode materials largely depends on the expansion of downstream applications, particularly in high-energy density and high-performance sectors such as VR/AR devices, humanoid robots, and aerospace applications [5]. - Emerging battery technologies, including solid-state and semi-solid-state batteries, are favoring high-nickel ternary materials, indicating potential growth in these new applications [5]. - Although these applications are still in the developmental stage, their maturation and market adoption could lead to increased demand for ternary cathode materials [5].

2月28日，以"聚集新技术 探索新工艺"为主题的行业首届圆柱电池技术——2025起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会，在 深圳宝安登喜路国际酒店正式举办，现场超200+圆柱电芯及应用、300+电池材料设备配套企业齐聚盛会，携手共探新发展，共创新机遇。 在圆柱电池工艺及智能制造专场环节， 诺达智慧 总经理 江国龙 发表了《半固态圆柱电池技术发展》主题演讲。 图：诺达智慧 总经理 江国龙 以下是速记整理内容： 各位领导，各位行业专家，大家下午好！ 固态电池和半固态电池，大家以前看的都是用在软包电池、方形电池，但是圆柱上很少看到。 首先我先介绍一下诺达智慧，公司2016年建厂，2019年在广西有自己的工厂，2022年开始在广东惠州建立了自己的工业园，主要量产产品 18650-3500mAh和21700-5000mAh圆柱型电池。 我今天想和大家分享的固态电池有两个点： 1.圆柱的固态和半固态。 2.圆柱的全极耳。 为什么大部分公司很少去做固态的圆柱电池呢？电解液在电池的安全性里只占了10-20%的性能，没有液态电解液，其实也不能算是完全安 全，最重要的是在失效时让整体温度不超过正负极主材料的热失控温 ...

2月28日，以"聚集新技术 探索新工艺"为主题的行业首届圆柱电池技术——2025起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会，在 深圳宝安登喜路国际酒店正式举办，现场超200+圆柱电芯及应用、300+电池材料设备配套企业齐聚盛会，携手共探新发展，共创新机遇。 在圆柱电池材料体系创新与应用专场环节， 深圳固科新能源 CEO 叶飞博士发表了《超高镍多元材料在圆柱电池领域的应用》主题演讲。 图：深圳固科新能源 CEO 叶飞博士 以下是速记整理内容： 我现在介绍一下我们公司。 公司去年在深圳福田落地，我们是先有"孩子后有爹"，把下游产业链布局完以后，把总部落在福田，希望大家有机会到我们公司了解，我们希 望和大家共同探讨，圆柱封装形式下叠加超高镍材料的合作空间。 介绍一下我们公司的发展历程，固态电池起来的时候，所有公司都做固态电池，钠电起来的时候大家多做钠电。这么多年走下来，也逼着做材 料的下沉。为什么下沉？因为做材料的非常弱势。电芯是个体系，里面涉及非常多，物理、化学、电化学等，如果不行就换材料供应商，所以 也逼着我们往下沉做。超高镍材料不断提高能量密度，通过镍的含量提升，同时是做单晶。我们把自己定位为超高镍 ...

聚集新技术 探索新工艺！ 2025年2月28日，由起点锂电、起点研究院（SPIR）联合主办的"2025起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会"在深圳宝安登 喜路国际酒店盛大举办，500+圆柱电池产业链嘉宾齐聚现场，共探行业发展新机遇。 本次技术峰会共包括大会开幕式、圆柱电池技术与创新专场、圆柱电池工艺及智能制造专场、圆柱电池材料体系创新与应用专场、圆柱电池之 夜等5个部分，超20位重磅嘉宾进行发言和演讲，以下是具体内容： 第一部分 大会开幕式 1、起点锂电 创始人 李振强进行主办方致辞 李振强介绍，今年起点平台将举办圆柱、方形、软包三大电池技术论坛，以形成针对电池封装形状的系列活动。而将圆柱电池作为首场论坛主 题，主要基于两点：一是圆柱电池，尤其是全极耳大圆柱电池，去年在技术上取得显著突破；二是在特斯拉等车企的引领下，圆柱电池在轻型 动力、电动两轮车、便携式储能等领域的增速预计将超越方形和软包电池，未来2-3年市场前景广阔。 李振强认为，未来，圆柱电池将以全极耳+大圆柱+铁锂为技术路线，进一步拓展应用场景，持续提升安全性和市场竞争力。 起点锂电 创始人 李振强 2、专场冠名赞助商 逸飞激光 研究 ...