Core Viewpoint - The article emphasizes the systemic transformation in the new energy materials industry, focusing on "innovative paths" and "zero-carbon manufacturing" that span the entire lifecycle from high-performance material development to resource recycling [1] Group 1: Material Innovation - Tianmu Xian Dao is leveraging its advantages in CVD silicon-carbon anode technology to achieve large-scale production, with products supporting energy densities exceeding 300 Wh/kg [2] - The company is constructing the largest new silicon-carbon production center in Xuchang, Henan, with a planned total capacity of 60,000 tons, and the first phase is expected to contribute 600 to 1,000 tons of capacity by 2025 [2] - Jinhui Energy has made significant advancements in silicon materials, addressing the industry's challenges related to volume changes during cycling, achieving both high capacity and long cycle life [4] Group 2: Manufacturing Process Innovation - Shangshui Intelligent is innovating in dry electrode equipment, providing core tools for "zero-carbon manufacturing," which eliminates solvent use and reduces production costs by over 15% [5] - The company has introduced compact desktop intelligent equipment for efficient small-scale trials, and its IPO application aims to raise 587 million yuan for building a high-precision intelligent equipment base [5] Group 3: Recycling and Sustainability - Huayou Recycling is building a global recycling network to address the anticipated 820,000 tons of retired batteries in China by 2025, promoting standardized and large-scale recycling [5] - Hefei Hengli provides robust equipment support for this network, with technology enabling safe and low-energy separation of retired batteries, already applied in partner production lines [5] - The collective efforts of these companies illustrate a complete value chain from material innovation to recycling, highlighting the dual focus on performance and sustainability in the new energy industry [6]