Core Viewpoint - The European Union is planning to abandon its 2035 ban on the sale of new internal combustion engine vehicles, marking a significant retreat in its green policy efforts [3]. Group 1: EU Policy Changes - The EU Commission has proposed to relax the current arrangement that essentially bans the sale of new fuel vehicles starting in 2035, responding to pressure from the automotive industry [3]. - The proposal still requires approval from EU member states and the European Parliament, and if implemented, it will allow certain non-pure electric models to continue being sold [3]. - The new targets set by the EU include a 90% reduction in carbon dioxide emissions by around 2035 compared to 2021 levels, a shift from the previous requirement for all new passenger cars and vans to achieve "zero emissions" by 2035 [4]. Group 2: Industry Reactions - Major automotive companies, including Volkswagen, have welcomed the proposal, stating that it is a pragmatic approach to market realities while allowing for the continued existence of plug-in hybrid electric vehicles (PHEVs) and range-extended models [3]. - Analysts suggest that the global automotive industry is entering a "reset moment," rather than progressing linearly towards electrification [5]. - The CEO of Swedish electric vehicle manufacturer Polestar warned that relaxing emission targets could harm both climate efforts and Europe's competitiveness [5]. Group 3: Competitive Landscape - The relaxation of emission targets may weaken investments in critical areas such as charging infrastructure, potentially causing Europe to fall further behind China in the transition to cleaner transportation [5]. - Chinese electric vehicle manufacturers have established a leading position over the past decade, with companies like BYD and Xiaomi making rapid advancements in technology [7]. - Despite the EU's potential policy changes, analysts believe that Chinese companies will not face direct impacts and may continue to expand into markets in South America, the Middle East, and Southeast Asia [8].

【导读】又被丁院士说中了， 欧盟撤销全面电动化计划 中国基金报记者 泰勒 大家好， 欧盟原计划2035年全面禁售内燃机新车的政策，如今出现重大松动。 一起看看发生了什么事情。 欧盟将放弃2035年内燃机禁令 近日，欧盟委员会公布了一项计划： 在欧洲汽车行业施压之下，拟放宽欧盟"2035年起基本禁止销售新燃油车"的现行安排。这被视为欧盟 近年来在绿色政策上最大的一次"撤退"。 该举措仍需获得欧盟成员国政府与欧洲议会批准；若最终落地，将允许部分非纯电车型继续销售。作为欧洲工业重镇的德国以及意大利的 车企，长期以来一直要求放松相关规则。 欧盟行政机构回应了车企的诉求：在它们努力与特斯拉以及中国电动车制造商竞争却面临压力之际，允许插电式混合动力车（PHEV）以 及"增程式"的车型继续存在。大众汽车（欧洲销量最大的车企）表示："在开放内燃机车型市场的同时，通过机制对排放进行补偿，这是务 实之举，也符合市场现实。"大众还称，新版二氧化碳排放目标草案"整体上在经济层面是合理的"，并对支持小型电动车以及对2030年的 更灵活目标表示欢迎。 按照提案，欧盟将把目标调整为：到2035年前后，相比2021年水平，二氧化碳排放削减9 ...

旭阳集团消息，11月24日，旭阳集团与宁德时代签署战略合作协议，深化双方可再生能源投资开发、新 型储能应用、交通电动化转型升级、充换电基础设施网络布局、零碳园区建设等多领域合作。 ...

Core Viewpoint - The article highlights the evolution of China's power battery industry over the past fifteen years, emphasizing its growth from inception to becoming a global leader, and anticipates new challenges and opportunities in the next fifteen years, particularly in the context of electrification and energy system transformation [2][3]. Industry Overview - The Chinese power battery industry has transitioned from a nascent stage to a robust sector, becoming a representative of China's manufacturing capabilities on the global stage [2][3]. - The upcoming fifteen years are expected to bring new applications, technological innovations, and business model developments, indicating a shift in the industry landscape [2][3]. Globalization Challenges - The article discusses the importance of globalization for the Chinese lithium battery industry, focusing on the need for companies to integrate into the global market and develop international operations [3]. Event Details - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen, marking the fifteenth anniversary of the event [2][4]. - The conference will feature over 1,000 companies from the lithium battery supply chain and will include various forums and award ceremonies [4][6]. Agenda Highlights - The conference will cover a range of topics, including advancements in solid-state batteries, AI-driven transformations in the battery industry, and innovations in battery materials and manufacturing processes [6][7][8]. - Specific sessions will address the challenges and strategies for achieving full electrification, the development of new battery technologies, and the implications of global supply chain dynamics [6][7][8]. Awards and Recognition - The event will also host the High-Performance Golden Ball Awards, recognizing outstanding contributions and innovations within the lithium battery industry [4][9].

Group 1: Core Trends in Sustainable Development - The narrative around sustainability faces challenges due to political shifts, but technology and capital continue to advance, indicating a strong trend towards sustainability despite opposition [1][3] - The upcoming New York Climate Week (NYCW) plans over 1,000 events, marking a historic high and demonstrating the resilience of the sustainability movement [1] Group 2: Clean Energy Transition - Clean energy is evolving from merely providing cheap electricity to offering reliable supply during peak hours, with solar energy leading the way (+28%) and battery storage enhancing availability [3][5] - The combination of photovoltaic and battery technologies is crucial for transitioning clean energy from daytime to nighttime use, increasing the share of clean electricity [4][5] Group 3: Electrification of Transportation - The electrification of transportation is shifting from isolated demonstrations to widespread adoption, significantly reducing oil demand and urban emissions [4][5] - The industrial chain is being restructured around electric vehicles, with a focus on battery technology and digital solutions [5] Group 4: Land and Food Security - The approach to land and food is shifting towards maximizing yield on existing agricultural land while protecting natural ecosystems, rather than expanding farmland [6][7] - There is a concerning trend of decreasing global agricultural research funding, which has prompted warnings from over 150 Nobel laureates and World Food Prize winners [6] Group 5: Capital and Risk Reallocation - Investment strategies are evolving to prioritize not just growth but also certainty, with a focus on scalable cost reductions in energy generation and resilience in urban planning [8][9] - Emerging markets with stable policies and accelerated approvals are becoming attractive for clean investment opportunities, as they offer favorable conditions for growth [10][11] Group 6: Future Projections and Recommendations - By 2025, it is projected that one-quarter of new vehicles globally will be electric, with significant growth in electric vehicle adoption in China and emerging markets [7][10] - Companies are advised to integrate climate-related risks into their procurement and pricing models, while local governments should manage water and land use in conjunction with agricultural practices [13][14]

Core Viewpoint - The article highlights the significant evolution of China's power battery industry over the past 15 years, marking its transition from a nascent stage to a global leader, and anticipates new challenges and opportunities in the next 15 years, particularly in globalization and technological innovation [2][4]. Summary by Sections Industry Development - The Chinese power battery industry has grown from 0 to 1, evolving from a weak presence to a strong global competitor, becoming a representative of China's manufacturing prowess and a symbol of economic transformation [2][4]. - The industry is expected to enter a new phase starting in 2025, characterized by challenges such as the electrification of transportation and deeper energy system reforms, leading to new application scenarios, technological innovations, and business model developments [2][4]. 15th Anniversary Activities - To commemorate its 15th anniversary in 2025, the company plans a series of activities under the theme "Stirring 15 Years, Looking Ahead to a New Journey," which includes dialogues with over 100 industry representatives to reflect on past developments and future opportunities [4][5]. Video and Communication Initiatives - The company will conduct video interviews with 20 industry leaders and young innovators in the new energy sector, focusing on the globalization of Chinese enterprises and the evolution of the lithium battery industry [7][8]. - Topics for discussion will include a review of the industry's successes and failures over the past 15 years, as well as expectations and plans for the next 15 years [10][11]. Industry Milestones - The article outlines the development trajectory of the Chinese lithium battery industry from its initial phase (2010-2015), through its explosive growth (2016-2020), to its current position as a global leader (2021-2025), highlighting key technological and commercial breakthroughs [12][13]. - It emphasizes the changes in the core industry chain, including batteries, equipment, and materials, and features top companies in various segments [12][13]. Future Outlook - The focus for the next 15 years will be on technological advancements such as solid-state batteries and sodium-ion batteries, as well as the expansion into all-scenario applications like energy storage and eVTOL [13]. - The company will host an industry celebration during its annual conference in 2025, inviting over 1,000 industry stakeholders to reflect on past achievements and discuss future challenges and opportunities [15].

Core Viewpoint - The article highlights the significant evolution of China's power battery industry over the past 15 years, marking its transition from inception to a global leader, and anticipates new challenges and opportunities in the next 15 years, particularly in globalization and technological innovation [2][4]. Summary by Sections 15-Year Journey of the Industry - The power battery industry in China has grown from a nascent stage in 2010 to a robust sector, becoming a representative of China's manufacturing prowess and a symbol of economic transformation [2]. - The industry is expected to face new challenges and opportunities as it enters a new phase starting in 2025, with a focus on electric transportation, energy system transformation, and the emergence of new applications and business models [2][4]. High工锂电's Role - High工锂电 has been a witness and chronicler of the power battery industry's growth over the past 15 years, providing insights through research reports, publications, and industry events [4]. - In 2025, High工锂电 will celebrate its 15th anniversary with a series of activities themed "激荡15年 瞭望新征程," reflecting on past achievements and looking forward to future challenges and opportunities [4][5]. Planned Activities - The activities will include research visits, video interviews, in-depth reports, and an industry celebration from March to December 2025 [5]. - Key topics for discussion will include the successes and failures of the past 15 years, new technologies, application scenarios, and business models for the future [10][11]. Industry Development Overview - The article outlines the evolution of the Chinese lithium battery industry through three phases: the nascent period (2010-2015), the explosive growth period (2016-2020), and the globalization leadership period (2021-2025), highlighting key technological and commercial breakthroughs [12]. - It emphasizes the changes in the core industry chain of batteries, equipment, and materials, along with a retrospective on key enterprises and the top 10 companies in various segments [12][13]. Future Outlook - The focus for the next 15 years will be on technological advancements such as solid-state batteries and sodium-ion batteries, as well as full-scene applications including energy storage and eVTOL [13]. - The globalization strategy will involve establishing overseas factories and technology exports, marking a significant shift in the industry's operational landscape [13]. Anniversary Celebration - The 15th anniversary celebration will take place during the 2025 High工锂电 annual meeting, inviting over 1,000 industry representatives to reflect on the past and discuss future opportunities and challenges [15]. - The event will feature discussions on new batteries, technologies, application opportunities, and innovations in business models, along with a special focus on emerging enterprises [16].

Core Viewpoint - The article highlights the significant evolution of China's power battery industry over the past 15 years, marking its transition from a nascent stage to a global leader, and anticipates new challenges and opportunities in the next 15 years, particularly in globalization and technological innovation [2][4]. Summary by Sections 15-Year Journey of the Industry - The power battery industry in China has grown from its inception in 2010 with initiatives like "Ten Cities, Thousand Vehicles" to becoming a global leader, symbolizing China's manufacturing prowess and economic transformation [2]. - The next 15 years, starting from 2025, are expected to bring more challenges, including the electrification of transportation and deeper energy system reforms, leading to new applications, technological innovations, and business model developments [2]. High工锂电's Role - High工锂电 has been a witness and chronicler of the power battery industry's growth over the past 15 years, providing insights through research reports, publications, and industry events [4]. - In 2025, High工锂电 will celebrate its 15th anniversary with a series of activities themed "Stirring 15 Years, Looking Ahead to a New Journey," reflecting on past achievements and future challenges [4]. Planned Activities - The activities will take place from March to December 2025 and will include research visits, video interviews, in-depth reports, and an industry gala [5]. - Key discussions will focus on the successes and failures of the past 15 years, new technologies, application scenarios, and business models for the future [10][11]. Industry Development Insights - The article outlines the evolution of the Chinese lithium battery industry through three phases: the nascent period (2010-2015), the explosive growth period (2016-2020), and the globalization leadership phase (2021-2025), emphasizing key technological and commercial breakthroughs [12]. - Future focus areas include technological advancements (solid-state batteries, sodium-ion batteries), full-scene applications (energy storage, marine, eVTOL), and globalization strategies (overseas factories, technology exports) [13]. Anniversary Celebration - The 15th anniversary celebration will coincide with the High工锂电 annual conference in 2025, expecting over 1,000 attendees from the lithium battery industry to reflect on past developments and explore new opportunities and challenges [15]. - The event will feature discussions on new batteries, technologies, full-scene application opportunities, innovative business models, and highlights of emerging enterprises [16].

Core Viewpoint - The article highlights the significant evolution of China's power battery industry over the past 15 years, marking its transition from inception to a global leader, and anticipates new challenges and opportunities in the next 15 years, particularly in globalization and technological innovation [2][4]. Group 1: Industry Development - The Chinese power battery industry has grown from a nascent stage to a robust sector, becoming a representative of China's manufacturing capabilities on the global stage [2]. - The industry is expected to enter a new phase starting in 2025, characterized by deeper integration into global markets and the emergence of international enterprises [2][4]. - The article emphasizes the importance of new application scenarios, technological advancements, and innovative business models in shaping the future of the industry [2]. Group 2: 15th Anniversary Activities - To commemorate its 15th anniversary, the company plans a series of activities under the theme "Stirring 15 Years, Looking Ahead to a New Journey," which includes dialogues with over 100 industry representatives [4][5]. - The activities will take place from March to December 2025 and will involve research visits, video interviews, in-depth reports, and an industry gala [5]. - The anniversary will also feature discussions on the successes and failures of the past 15 years, as well as the opportunities and challenges that lie ahead [10][11]. Group 3: Future Outlook - The article outlines a roadmap for the next 15 years, focusing on technological breakthroughs such as solid-state batteries and sodium-ion batteries, as well as the expansion into various application scenarios [13]. - It highlights the need for a strategic approach to globalization, including overseas manufacturing and technology exports [13]. - The upcoming industry gala will gather over 1,000 participants to reflect on the past and explore new opportunities and challenges in the evolving landscape of the lithium battery industry [15].

Core Viewpoint - The article highlights the significant evolution of China's power battery industry over the past 15 years, marking its transition from inception to a global leader, and anticipates new challenges and opportunities in the next 15 years, particularly in globalization and technological innovation [2][4]. Summary by Sections 15-Year Journey of the Industry - The power battery industry in China has grown from a nascent stage in 2010 to a robust sector, becoming a representative of China's manufacturing prowess and a symbol of economic transformation [2]. - The industry is expected to enter a new phase starting in 2025, characterized by deeper penetration of electric transportation, energy system reforms, and the emergence of new applications, technologies, and business models [2]. High工锂电's Role - High工锂电 has been a witness and chronicler of the power battery industry's growth, providing insights through research reports, publications, and industry events over the past 15 years [4]. - In 2025, High工锂电 will celebrate its 15th anniversary with a series of activities themed "激荡15年 瞭望新征程," reflecting on past achievements and future challenges while engaging with over 100 industry representatives [4][5]. Planned Activities - The anniversary activities will include research visits, video interviews, in-depth reports, and a grand industry celebration from March to December 2025 [5]. - Key topics for discussion will include the successes and failures of the past 15 years, new technologies, application scenarios, and business models for the future [10][11]. Industry Development Insights - The article outlines the evolution of the Chinese lithium battery industry through three phases: the nascent period (2010-2015), the explosive growth period (2016-2020), and the globalization leadership phase (2021-2025), emphasizing key technological and commercial breakthroughs [12]. - Future focus areas include technological advancements (such as solid-state and sodium-ion batteries), full-scene applications (like energy storage and eVTOL), and globalization strategies (including overseas factories and technology exports) [13]. Anniversary Celebration - The 15th anniversary celebration will take place during the High工锂电 annual conference in 2025, with over 1,000 industry leaders expected to attend to reflect on the past and discuss future opportunities and challenges [15]. - The event will feature discussions on new batteries, technologies, application opportunities, business model innovations, and highlights of emerging enterprises [16].