Core Viewpoint - The 2025 High-tech New Energy Materials Industry Conference will focus on the industrialization paths of new battery materials such as solid-state batteries and sodium batteries, gathering leaders from upstream and downstream enterprises in the lithium battery materials industry [1]. Group 1: Conference Details - The conference will be held on July 8-9, 2025, at the Chengdu Qionglai Yang'an New Town Conference Center [1]. - The theme of the conference is "New Materials, New Dynamics, New Ecology" [1]. - The event is sponsored by Yinglian Composite Current Collector and will feature three main sessions: Opening Ceremony, Innovation Paths of New Materials and Zero Carbon Intelligent Manufacturing, and Industrialization and Cost Reduction of Solid-State Battery Materials [1]. Group 2: Participating Companies - A diverse range of companies will participate, including: - Qingdao Lanke Tumo Materials Co., Ltd. - Jiangxi Ganfeng Lithium Co., Ltd. - Shenzhen Dufang Nano Technology Co., Ltd. - Hubei Rongtong High-tech Advanced Materials Group Co., Ltd. [4][5][6][7][8][9][10][11]. - The first batch of participating companies has been announced, showcasing a strong representation from various sectors within the new energy materials industry [1].

Core Viewpoint - The article highlights the advancements and strategic collaborations of the company in the solid-state battery sector, emphasizing its commitment to innovation and market leadership in lithium battery materials and equipment. Group 1: Company Developments - The company is participating in the 2025 High-Performance New Energy Materials Industry Conference, where it will present its insights on solid-state battery materials, equipment, and processes [1] - A partnership with Blue Solutions has been established to develop next-generation solid-state lithium metal battery materials and equipment solutions, leveraging each company's strengths [1] - The company has built a comprehensive technical reserve system around core materials and processes for solid-state batteries [1] Group 2: Product Innovations - In the negative electrode materials sector, the company is developing new CVD-deposited silicon-carbon anodes suitable for semi-solid and solid-state battery routes [2] - The company has achieved pilot production of LATP and LLZO solid electrolytes, with a pilot production line capable of producing 200 tons annually established in Sichuan [2] - The company has introduced a composite membrane solution that meets the high energy density and safety requirements for applications like eVTOL [2] Group 3: Financial Performance - In Q1, the company reported revenue of 3.215 billion yuan, a year-on-year increase of 5.96%, and a net profit of 488 million yuan, up 9.64% year-on-year [3] - The high-margin coated separator and PVDF products have shown continuous growth, while the operating expense ratio has decreased year-on-year, contributing to overall profit improvement [3] - The automation equipment business also performed steadily, with Q1 revenue reaching 3.769 billion yuan, a year-on-year increase of 4.92% [3]

2025 年 6 月 25 日 ，中国 工程院外籍院士、 加拿大皇家科学院院士、加拿大工程院院士、 宁波东方理工大学讲席教授，物质与能源研究院院长 孙学良 ，在国 际顶尖学术期刊 Nature 期刊发表了题为 ： A cost-effective all-in-one halide material for all-solid-state batteries 的研究论文。 全固态电池需要先进的阴极设计才能实现其高能量密度和经济可行性的潜力。集成一体化 （ all-in-one ） 阴极，消除了无活性的导电添加剂和异质界面，有望 带来显著的能量和稳定性提升，但因材料缺乏足够的锂离子/电子 （ Li + / e − ） 电导率、机械强度和结构稳定性而受到阻碍。 在这项最新研究，研究团队开发了一种经济实惠的 卤化物材 料—— Li 1.3 Fe 1.2 Cl 4 ，克服了集成一体化 阴极面临的难题。利用其框架内可逆的 Fe 2+ /Fe 3+ 氧化还原反应以及快速的 Li + / e − 传输，Li 1.3 Fe 1.2 Cl 4 相对于 Li + /Li 实现了 529.3 Wh/kg 的电极能量密度。 编辑丨王 ...

Core Insights - The solid-state battery industry is gaining significant attention, with high-performance materials being a key factor in its advancement [1][2] - Sulfide solid-state batteries are favored by leading automotive companies due to their high room-temperature conductivity and processability, despite their manufacturing challenges [2] Industry Developments - Several A-share listed companies are making progress in the sulfide electrolyte sector of solid-state batteries, including Guangzhou Penghui Energy Technology Co., Ltd. and Beijing Dangsheng Technology Co., Ltd., which are adopting multiple technological routes [1] - Penghui Energy has innovated its solid-state battery by using self-developed oxide composite solid electrolytes, achieving breakthroughs in both process and material [1] - Dangsheng Technology has successfully developed high ionic conductivity sulfide and oxide solid electrolytes, completing a pilot production line with an annual capacity of 100 tons [1] Company Progress - Suzhou Tianhua New Energy Technology Co., Ltd. is focusing on the development of sulfide solid electrolytes and related materials through collaborations with universities and research institutes, with core patents filed and samples tested positively [3] - Tianji New Energy Technology Co., Ltd. has received a patent for lithium sulfide materials, which are essential for producing sulfide solid-state battery electrolytes, and is advancing towards industrialization [3] - Huizhou Yiwei Lithium Energy Co., Ltd. has developed soft-pack sulfide all-solid-state battery samples and plans to achieve production breakthroughs by 2026, targeting high-power and high-energy density batteries for hybrid applications by 2028 [3] Market Outlook - The solid-state battery industry is expected to accelerate with policy support, and high-performance materials are seen as critical for the emergence of leading companies in this field [3]

有研新材 主营业务在高纯金属靶材、先进稀土材料、特种红外光学及光电材料、生物医用材料等多个战略性新材料领域，产品主要应用于新一代信息技 术、高端装备制造、节能环保、生物医用材料等战略性新兴产业，满足国民经济发展需要。 【DT新材料】 获悉， 6月25日， 有研新材 发布公告称，控股子公司 有研稀土新材料股份有限公司 计划通过产权交易所挂牌转让 硫化锂业务 相关资 产，包括相关专利、专有技术及设备，挂牌底价不低于标的资产评估值 10,954.24 万元 。 公告介绍， 硫化锂材料 是有研稀土自主研发成功的新产品， 主要用作生产硫化物固态电解质的原材料 ，已实现小批量销售。 有研新材称，"基于公司主业及发展战略不涉及硫化锂及相关方向； 硫化锂大批量生产涉及大宗危险化学品，公司在大规模化工产业领域缺乏管理经 验； 硫化锂材料的应用仍处于早期阶段，产业发展周期长，难以准确把握市场及技术走向等原因，为实现公司利益最大化，经公司综合评估后，拟通 过产权交易所挂牌转让硫化锂业务相关资产。" 固态电解质用硫化锂生产技术 主要包括固态电解质用硫化锂生产技术相关的高纯硫化锂合成方法、工艺及设备等，为有研稀土自行研发、单独所有， ...

Core Viewpoint - The stock of Suzhou Xingye Materials Technology Co., Ltd. has experienced significant volatility and growth since mid-June, with a notable increase in price and trading activity, attributed to market interest in its phenolic resin products for semiconductor applications and solid-state batteries [2][3][4]. Group 1: Stock Performance - Since June 13, the stock price of Xingye has surged from 10.78 yuan to a peak of 20 yuan, before settling at 17.99 yuan, marking a 66.88% increase in two weeks and a market capitalization nearing 5 billion yuan [2]. - The company has issued multiple announcements regarding abnormal stock trading fluctuations, indicating that its main business remains unchanged and production operations are normal [3]. Group 2: Business Operations and Revenue - Xingye's primary business involves the research, production, and sales of organic synthetic resins, with phenolic resin being a key product used in various applications, including semiconductor photoresists and solid-state battery materials [2][3][6]. - Despite the recent stock price surge, the company reported a decline in revenue over the past three years, with revenues of 1.787 billion yuan in 2022, 1.5 billion yuan in 2023, and projected 1.484 billion yuan in 2024 [5]. - The company's gross margin for synthetic resins is low at 10.49%, down 3.12 percentage points from the previous year, indicating pressure from rising raw material costs and competitive pricing [6]. Group 3: Market Context and Future Prospects - The market has linked Xingye's products to the solid-state battery sector, highlighting the advancements in phenolic resin applications for battery anodes, which are seen as critical for future energy storage technologies [4]. - The company has acknowledged that its phenolic resin for semiconductor applications is still in the sample testing phase and has not yet generated significant revenue [3]. Group 4: Shareholder Dynamics - The company is controlled by a family group, with significant shareholding concentrated among a few individuals, including the largest shareholder holding 28.17% [7][8]. - The actual controller, Shen Genzhen, plans to reduce her shareholding, citing personal asset allocation needs, which coincides with a favorable market price for her shares [8].

主办单位： 高工储能、高工产业研究院(GGII) 峰会时间： 2025年7月1-2日 峰会地点： 浙江杭州·滨江开元名都大酒店 2025高工新能源新材料产业大会 2025 （第四届）高工储能产业峰会 ——商业裂变 破局重构 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 四川·成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） QuantumScape 在氧化物固态电解质膜 量产工艺上的最新 突破， 或将 推动行业重新审视技术 路径与产业分工。 与此同时 ， 国内 隔膜企业则 呈现出普遍 选择从 " 支撑膜 " 切入 的趋势 ， 以更快融入固态电池供应链，但这或许并非最终解决方案。 当地时间 6 月 24 日，固态 锂金属 电池公司 QuantumScape (QS) 宣布，其新一代固态电池隔 膜生产工艺 "Cobra" 正式投入产线运营。此消息一出，公司股价一度飙升超过 30% 。市场认 为，此举标志着其技术从实验室阶段迈向了可验证的产业化路径，技术含量与工业附加值得到显著 ...

Battery Sector - Anker Innovations has signed a procurement cooperation agreement with ATL, with an initial order of 45 million battery cells [2][3] - Zhuhai Guanyu has been designated as a low-voltage battery supplier for multiple automotive companies, including Dongfeng Nissan and SAIC Volkswagen, with expected rapid growth in shipments [4][5][6] Materials Sector - Shenzhen Sufang New Energy has completed a million yuan angel round financing, which will be used for the development and production of lithium-rich manganese-based cathode materials [7][8] - QuantumScape has achieved a significant breakthrough in solid-state battery separator production with its new Cobra ceramic separator process, improving thermal treatment speed by approximately 25 times [9][10] - Zhejiang-based Ruohe New Energy has completed tens of millions in angel round financing to expand its production of solid-state electrolyte membranes and solid-state battery materials [11] Production Capacity Expansion - Anda Technology plans to expand its production capacity for lithium iron phosphate precursors to 450,000 tons per year, with a total investment of 4 billion yuan [12][13] - Yunnan Zhongke Xingcheng has announced a project for an integrated production capacity of 100,000 tons of anode materials for lithium batteries [14] Product Development - Binhai Energy's silicon-carbon anode products have entered the pilot scale-up phase, with a reported capacity of 2113 mAh/g and an initial efficiency of 91.05% [15][16] Overseas Developments - South Korean company Mplus is developing new roller press equipment to replace isostatic pressing, aiming for mass production by 2027 [17][18] - Samsung SDI is also transitioning its solid-state battery manufacturing from isostatic presses to roller presses, collaborating with multiple partners for equipment development [19]

固态电池因兼具高能量密度与本质安全特性，被视为突破锂电技术瓶颈的未来路径。然而受制于正负极材料研发、固固界面接触、量产工艺及成本等问题， 产业化及商业落地进程始终受阻。 文 | 张冰冰 编辑 | 阿至 6月27日，纯锂新能源发布第一代全固态电池产品，并启动"北京亦庄两轮电动车换电工程示范项目"，公布了其在固态电池量产、应用落地等方面的进展。 "我们第一代纯锂新能源全固态电池产品具备了真安全、成本可控、更环保、长寿命等特点。"纯锂新能源CEO杨帆在发布会现场介绍道，其中，纯锂新能源 电动自行车固态电池在全固态前提下，能做到额定容量30Ah、续航超过80km、循环寿命大于2000次，同时通过高温过充、针刺、剪切不起火不爆炸等安全 性测试。 纯锂新能源产品发布会现场 纯锂新能源电动车全固态电池 本次发布会中启动的"北京亦庄两轮电动车换电工程示范项目"将开展全固态电池在商超配送电动自行车换电领域的试点应用创新，选择封闭的商超配送场景 作为试点，投入1500个全固态电池、1000台合规车辆、100个安全换电柜体、1个试点数据采集管理及运营平台。 商超配送场景有大量日常配送需求，项目将为驻店配送骑手提供"合规整车、固态电 ...

Core Viewpoint - QuantumScape's stock surged 75% following a breakthrough in manufacturing, positioning the company as a leader in the solid-state battery market [2] Market Opportunity - U.S. passenger electric vehicle (EV) sales are projected to grow from 1.6 million in 2024 to 4.1 million by 2030, indicating a compound annual growth rate exceeding 17% [3] - Capturing 25% of this market by 2030 could result in approximately 1 million vehicles sold annually, translating to a revenue potential of $10 billion for QuantumScape [4] - The company anticipates a production capacity of 90 GWh, which could yield around $11 billion in gross revenue based on industry estimates of $120 per kWh [4] Valuation Disconnect - QuantumScape's current market capitalization is approximately $4 billion, trading at 0.4 times its potential revenues for 2030, indicating a significant valuation opportunity [5] - High-growth technology firms typically command revenue multiples of 15 to 30 times, with conservative estimates suggesting a potential valuation of $150 billion for QuantumScape by 2030 [6] Competitive Advantages - QuantumScape's technology offers advantages over traditional lithium-ion batteries, including quicker charging, extended range, improved safety, and greater longevity [7] - The collaboration with PowerCo provides a pathway to mass production through Volkswagen's supply chain, reducing commercialization risks [7] - The Cobra manufacturing breakthrough addresses production scalability and cost efficiency, potentially solidifying QuantumScape's market dominance [8]