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： 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 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 ...

Core Viewpoint - The article discusses the advancements in solid-state battery technology, particularly focusing on the collaboration between Jinyu New Energy and Yifei Laser in developing the "Wuji" solid-state lithium metal cylindrical battery, which has successfully been delivered to international clients, marking a significant step in the industrialization of solid-state batteries [2][3]. Group 1: Product Development and Features - The "Wuji" series includes multiple capacity models ranging from 8Ah to 52Ah, with cumulative delivery exceeding 10 million yuan by mid-September 2025 [3]. - The battery utilizes an oxide and polymer solid electrolyte combined with lithium metal, featuring a cylindrical structure with full-tab design, which enhances energy density, safety, temperature adaptability, and high-pressure resistance [3][4]. - This battery design is particularly beneficial for high-end industrial applications such as drones and electric aircraft, significantly expanding operational windows and reducing overall costs [3][5]. Group 2: Manufacturing Challenges and Innovations - The solid-state battery industry is entering a critical phase of overcoming challenges related to large-scale manufacturing, shifting focus from material competition to a comprehensive evaluation of manufacturing processes, cost control, and ultimate performance [5][6]. - The collaboration has introduced a cylindrical and winding process for solid-state lithium metal batteries, presenting a potential alternative to the mainstream soft-pack/square and stacking technology [5][6]. - The cylindrical design and high-speed winding process could offer significant advantages in production efficiency, yield control, and equipment costs, potentially leading to lower manufacturing costs for solid-state batteries [6][7]. Group 3: Technical Breakthroughs - Key breakthroughs include the development of a continuous production process for solid-state electrolytes, achieving high strength and reliability in manufacturing [12][13]. - Gradient composite interface technology has been implemented to address solid-solid interface contact issues, significantly reducing interface resistance and enhancing ionic transport efficiency [14]. - The introduction of self-limiting pressure control technology allows for stable contact between solid-state electrolytes and electrodes without external high pressure, contributing to the reliability and lightweight integration of the battery [16]. Group 4: Future Outlook - The successful delivery of the "Wuji" battery validates the feasibility of the cylindrical solid-state route, indicating that the challenges in this area are surmountable [8][9]. - The industry may see multiple technological paths developing concurrently, fostering competition and collaboration across different application scenarios, which could accelerate the arrival of the solid-state battery era [23][24].

Exhibition Overview - The exhibition is named CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition, organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and SSBA Solid-State Battery Alliance [2] - The event will take place from November 6 to November 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [3] Exhibitors and Scale - The first batch of exhibitors includes over 200 companies and 20,000 professional attendees [3] - The exhibition will feature more than 200 exhibitors, showcasing advancements in solid-state and sodium battery technologies [3] Concurrent Events - The event will host the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, along with a series of specialized forums [4][5] Forum Agenda - The agenda includes discussions on the global roadmap for sulfide solid-state battery technology, industrialization challenges, and advancements in manufacturing processes [5][6] - Specific sessions will cover topics such as sulfide electrolyte technology, manufacturing challenges, and innovations in solid-state battery materials [6] Awards and Recognition - The Golden Ding Award Ceremony will recognize achievements in various categories, including the Pioneer Award for Solid-State Battery Industrialization and the Most Investable Solid-State Battery Award [6] Participation and Sponsorship - Various sponsorship opportunities are available, with exhibition fees ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a 36 square meter raw space [10] - Contact information for participation and sponsorship inquiries is provided for interested parties [11][12]

Group 1 - The battery sector experienced a high and subsequent decline, with the Guozheng New Energy Battery Index down by 1.5% after previously rising over 1% [1] - Continuous capital inflow into related products, with the energy storage battery ETF (159566) seeing net subscriptions exceeding 50 million units during the day, and a total of over 1 billion yuan raised in the past month, making it the largest in its category [1] - According to a report by CICC, the solid-state battery sector is entering a critical phase of industrialization, with equipment as the first segment to realize growth, projecting a market space of 2.5 billion yuan for solid-state battery equipment by 2027, with a CAGR of 122%, reaching 27.3 billion yuan by 2030 [1] Group 2 - The Guozheng New Energy Battery Index is composed of stocks related to energy storage batteries from the Shanghai, Shenzhen, and Beijing exchanges, with solid-state battery companies accounting for over 35% of the index [1] - The solid-state battery sector is expected to benefit from the industrialization process, and investors can conveniently access leading companies in the supply chain through products like the energy storage battery ETF (159566) [1]

Core Viewpoint - EVE Energy announced the unveiling of its solid-state battery production base in Chengdu, marking the successful rollout of the "Longquan No. 2" solid-state battery, which is primarily aimed at humanoid robots and high-end AI equipment rather than electric vehicles [1][2]. Group 1: Company Developments - EVE Energy's Chengdu production base covers approximately 11,000 square meters and is expected to achieve an annual production capacity of nearly 500,000 battery cells upon full operation [2]. - The "Longquan No. 2" solid-state battery has a capacity of 10Ah, with an energy density of 300Wh/kg and a volumetric energy density of 700Wh/L [2]. - EVE Energy's chairman stated that the company is committed to achieving key performance indicators for solid-state batteries, including energy densities of 400Wh/kg and 1000Wh/L by 2025, with significant investments in funding, equipment, and R&D resources [3]. Group 2: Industry Challenges - The solid-state battery industry is facing significant challenges, including high costs and R&D difficulties, which are hindering mass production [4][6]. - Current estimates suggest that the cost of solid-state batteries is 3-5 times higher than that of traditional liquid lithium batteries, with core materials like lithium sulfide being particularly expensive [7]. - Industry experts predict that mass production of solid-state batteries may not occur until 2027 to 2030, with various companies, including BYD, also working towards feasibility verification and potential mass production [5][6].

Group 1 - The battery ETF managed by Jiashi has seen a turnover rate of 2.03% with a transaction volume of 6.2696 million yuan as of August 8 [3] - Over the past week, the average daily transaction volume for the battery ETF was 10.0503 million yuan, with a share increase of 4.5 million [3] - The net value of the battery ETF has increased by 29.29% over the past year, with the highest monthly return since inception reaching 31.11% [3] Group 2 - The collaboration between China National Nuclear Corporation and Tsinghua University aims to address key defects in traditional single-layer cathodes of all-solid-state lithium batteries using neutron depth profiling technology [3] - According to招商证券, the industrialization of all-solid-state batteries is accelerating, with mass production expected around 2030 [3] - The sulfide electrolyte route is becoming mainstream, with ionic conductivity nearing that of liquid lithium batteries, and vehicle manufacturers are expected to begin implementation in 2026 [3] Group 3 - As of July 31, 2025, the top ten weighted stocks in the China Battery Theme Index include 阳光电源, 宁德时代, and 三花智控, collectively accounting for 51.66% of the index [4] - The individual weightings of the top stocks are 阳光电源 at 10.28%, 宁德时代 at 9.64%, and 亿纬锂能 at 6.02% [6] - Investors without stock accounts can access battery industry investment opportunities through the Jiashi Battery ETF linked fund (016567) [6]

科创新能源ETF（588830），场外联接基金（A类023075，C类023076，I类024157） 科创新能源ETF紧密跟踪上证科创板新能源指数，上证科创板新能源指数从科创板市场中选取50只市值 较大的光伏、风电以及新能源车等领域的上市公司证券作为指数样本，以反映科创板市场代表性新能源 产业上市公司证券的整体表现。指数电池占比达38.5%。 数据显示，截至2025年7月31日，上证科创板新能源指数(000692)前十大权重股分别为晶科能源 (688223)、天合光能(688599)、大全能源(688303)、阿特斯(688472)、天奈科技(688116)、孚能科技 (688567)、容百科技(688005)、厦钨新能(688778)、聚和材料(688503)、嘉元科技(688388)，前十大权重 股合计占比47.21%。 截至2025年8月6日 14:11，上证科创板新能源指数(000692)强势上涨1.74%，成分股电气风电(688660)上 涨16.55%，振华新材(688707)上涨7.98%，高测股份(688556)上涨7.05%，利元亨(688499)，聚和材料 (688503)等个股跟涨。科 ...

Core Viewpoint - The solid-state battery industry is accelerating its commercialization process, with expectations for vehicle integration starting in 2026 and large-scale production by around 2030 [1][3]. Group 1: Industry Development - The research and development of solid-state batteries is progressing rapidly, transitioning from laboratory to pilot production lines [2]. - Leading battery manufacturers have achieved pilot production levels, with vehicle integration expected to begin in 2026 [2][3]. - Major players like CATL and BYD are investing heavily in solid-state battery technology, with CATL aiming for small-scale production by 2027 and large-scale production by 2030 [3]. Group 2: Material Trends - The industry is increasingly focusing on sulfide electrolytes as the main direction for solid-state batteries, with the LSPC route gaining traction [2][4]. - Sulfide electrolytes have shown ion conductivity levels approaching that of liquid lithium batteries, but environmental concerns and solid-solid interface issues pose challenges for commercialization [4]. Group 3: Production Challenges - Lithium sulfide, a key raw material for sulfide electrolytes, has a high production cost exceeding 3 million yuan per ton, accounting for over 50% of the battery cell cost [5]. - Current domestic lithium sulfide manufacturers are primarily at the pilot production scale, and environmental regulations regarding hydrogen sulfide may present significant barriers to mass production [5].

Core Viewpoint - The launch of the "All-Solid-State Battery Electric Bicycle Battery Swap Pilot Project" by Beijing Chuli New Energy Technology Co., Ltd. marks a significant step in the application of solid-state battery technology in the electric bicycle sector, aiming to enhance safety and efficiency in urban transportation [1][2]. Group 1: Project Launch and Collaboration - The pilot project was inaugurated in Beijing with the participation of around 200 representatives from government, industry, and investment sectors [1]. - Chuli New Energy has partnered with key industry players including Yadea Technology Group and Zhizhu Wulian Technology Group to create a comprehensive system integrating "vehicle, electricity, cabinet, cloud, and delivery scenarios" [1][2]. - Strategic cooperation agreements were signed with leading companies across the entire supply chain, covering core materials, manufacturing equipment, electric bicycle assembly, energy storage, and battery swap operations [2]. Group 2: Safety and Technological Advancements - The project addresses the frequent fire incidents associated with lithium batteries, with solid-state batteries being highlighted as a safer alternative due to their intrinsic safety characteristics [2][5]. - The CEO of Chuli New Energy announced that the company has overcome key challenges in the commercialization of solid-state batteries, achieving controllable costs, scalable production, and commercial application [5]. - The newly launched solid-state battery has passed multiple safety certifications, demonstrating a minimal weight loss of only 0.023% under extreme testing conditions [5]. Group 3: Market Implementation and Future Plans - The pilot project will initially target specific commercial areas in Beijing, such as Dazhu Plaza and Longhu Tianjie, focusing on B-end instant delivery scenarios [6]. - The project aims to gradually expand to key urban areas across the country, enhancing the operational efficiency of electric bicycles in urban logistics [6].

Investment Rating - The report maintains a positive outlook on the wind power sector, particularly for domestic companies capable of securing orders from the Philippines' 3.3GW offshore wind project and the domestic wind turbine market [2][7]. Core Insights - The report highlights the strong demand for wind power and solar energy, with specific attention to the Philippines' offshore wind project and the ongoing developments in the domestic wind turbine market. It also emphasizes the importance of technological innovation and differentiation in the solar and energy storage sectors [2][7][4]. Wind Power - The Philippines has initiated a 3.3GW offshore wind project tender, requiring project delivery between 2028-2030, which is significantly shorter than typical overseas project timelines. This presents opportunities for domestic wind turbine, foundation, and submarine cable companies to secure related orders [2][7]. - The average bidding price for the 5.XMW wind turbine model in the 2.5GW land wind turbine procurement by State Power Investment Corporation increased by 17% compared to March, indicating a positive trend for profitability in the turbine segment [2][7]. Solar & Energy Storage - The SNEC exhibition showcased strong attendance, but the demand outlook remains stable with companies prioritizing risk control amid overcapacity and ongoing profitability pressures. The focus has shifted from technical debates to micro-innovations and exploring new application scenarios for differentiation [2][7]. - The report projects that by 2025, the domestic energy storage market will see an addition of 54GW/150GWh, reflecting a year-on-year growth of 24%/37% [2][7]. Electric Grid - The report notes a significant increase in the number of bidding packages for the State Grid's 2025 transmission and transformation projects, with a total of 579 packages, marking a 58-package increase from previous rounds [3][10]. - The Hami-Chongqing ultra-high voltage direct current project has commenced operations, with additional projects expected to be approved for construction in the coming months, indicating a robust outlook for companies involved in ultra-high voltage projects [3][10]. New Energy Vehicles - The report indicates a decline in local subsidies for electric vehicles, leading to a pessimistic sentiment regarding overall vehicle demand. However, it suggests that the impact of subsidy reductions may vary by region and emphasizes the need to monitor actual sales data [12][17]. - The report highlights the launch of the Xiaopeng G7, a new electric SUV, and notes that the vehicle's pre-sale performance has exceeded expectations, although pricing adjustments may be necessary upon official launch [12][17]. Hydrogen and Fuel Cells - The National Energy Administration has initiated hydrogen energy pilot projects, aiming to accelerate the commercialization of hydrogen technologies across various applications [3][17]. - The report notes a decline in production and sales of fuel cell vehicles, indicating that the industry still requires substantial policy support to achieve stable growth [3][17]. Lithium Batteries - The report emphasizes the nearing commercialization of composite current collectors and solid-state batteries, with significant advancements expected in the third quarter [4][22]. - The rising copper prices are increasing the cost share of copper foil in batteries, making it a critical area for cost reduction in battery materials [4][22].