在中关村新型电池技术创新联盟秘书长、电池百人会理事长于清教看来，中国电池产业已从规模扩张阶 段迈入价值创造新周期，目前全行业仍面临价格战持续、国际贸易壁垒加剧、原材料价格波动等多重挑 战。 一边是持续上涨的销量趋势，各家车企争相发布长续航、超快充的新车；一边是车辆发生碰撞事故后起 火甚至突然爆燃，相关涉事企业却三缄其口，对事故原因语焉不详……近段时间以来，关于新能源汽车 动力电池的热点新闻层出不穷，社会各界对于电池产业如何突破价格战与技术瓶颈更是充满了期待。 近日，第12届中国(苏州)电池新能源产业国际高峰论坛在苏州市相城区举行。中关村新型电池技术创新 联盟秘书长、电池百人会理事长于清教在论坛开幕式上表示，中国电池产业已从规模扩张阶段迈入价值 创造新周期，目前全行业仍面临价格战持续、国际贸易壁垒加剧、原材料价格波动等多重挑战。 据介绍，本届论坛以"求新应变，重塑价值——中国电池新能源产业大洗牌周期下的定力与韧性"为主 题，汇聚了来自全球电池新能源产业链的500余位企业代表、专家学者及投资机构人士，围绕产业技术 突破、生态重构与可持续发展等议题展开深入探讨。 此外，"固态电池的安全性挑战"也是与会嘉宾关注的焦点 ...

专题：第30届联合国气候变化大会（COP30） 其次，从更积极的视角观察，电池护照等机制实际上能够催生出新的创新动能。李晨指出，这促使企业必须进一步做好碳足迹管理，以满足当地环保法规要求，从而推动技术向纵深发展。例如 最后，李晨强调，企业、政府及其他各方的协同合作，这些措施还能创造更多就业机会。他分析道，可以通过系统性培训，将传统行业的从业人员有序转移到新兴技术领域，从而提升整个行业的 提速全球化布局，深耕在地经济生态 李晨介绍，到2025年底，国轩高科整体产能将达到300吉瓦时，如何解决这300吉瓦时的绿色电力供应，是当前亟需解决的核心问题。他进一步透露，未来五年，公司计划将全球产能提升至约6 李晨还分享了针对不同市场的具体规划。他以巴西为例分析道，按照巴西全国汽车工业协会预测2025年全国汽车年产量约为280万辆，若将这些车辆全部转化为电动车，可以大大减降低全生命周 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。 责任编辑：李思阳 文 | 新浪财经李欣然 发自巴西贝伦 《联合国气候变化框架公约》（UNFCCC）缔约方第30次 ...

论坛现场，中国全固态电池产学研协同创新平台与新一代动力电池知识产权联盟联合发布重磅智库报告《全固态电池全球专利分析与 战略》。报告聚焦新一代电池发展与知识产权驱动作用、固态电池专利布局总体态势、固态电池全球专利竞争格局，为行业创新发展 提供核心参考。本届论坛的成功举办，以"前沿技术风向标"的硬实力，搭建起高端交流平台，在促进技术观点与实践经验深度对接的 基础上，为我国新能源产业高质量发展提供有益支撑。 （文章来源：每日经济新闻） 活动现场图片来源：宜宾市提供 11月13日，全球动力电池前瞻技术与创新专题会在宜宾举办，活动是2025世界动力电池大会唯一技术专题会议，由中国全固态产学研 协同创新平台、欧阳明高院士工作站承办。 活动汇聚全球顶尖行业资源，聚焦动力电池领域的前沿技术突破与关键挑战，被誉为全球动力电池发展的"前沿技术风向标"。来自电 池制造、整车企业，材料、系统集成与工艺装备等产业链关键环节企业，以及高校和科研机构的逾600位专家学者、企业代表齐聚一 堂，围绕新一代电池的"最新技术进展与核心难题"展开深度交流与前瞻探讨。 中国科学院院士、清华大学教授、中国全固态电池产学研协同创新平台理事长欧阳明高指出， ...

Core Insights - The global advanced technology forum on power batteries was successfully held in Yibin, focusing on cutting-edge technological breakthroughs and key challenges in the power battery sector, recognized as a "technical barometer" for global power battery development [1] - The forum attracted over 600 experts and representatives from various sectors, including battery manufacturing, automotive, materials, and research institutions, facilitating in-depth discussions on the latest technological advancements and core issues in next-generation batteries [1] Industry Trends - The competition in the battery industry is shifting from "engineering optimization" to "deep water of technological innovation," with core challenges now centered on breakthroughs in energy density, safety, fast charging performance, and resource constraints [5] - The lithium iron phosphate battery is expected to capture 80% of the market share by 2025, with the penetration rate of new energy vehicles nearing 50% [7] - The demand for batteries is projected to grow fourfold by 2030 and twelvefold by 2035, indicating significant growth potential in the industry [7] Technological Innovations - The oCVD/iCVD technology presented at the forum enhances the structural stability and electrochemical performance of high-nickel ternary battery materials through polymer coating [9] - The development of halide electrolytes shows better compatibility with cathodes compared to sulfides and oxides, but faces challenges in ionic conductivity, cost control, and electrode interface stability [10] - A new approach for solid-state battery interface issues involves "dynamic interface repair with dual ionic conductors," providing a pathway for low-pressure operation [10] Standardization and Engineering Challenges - The solid-state battery technology is becoming a new focus of global industrial competition, yet it still faces multiple challenges in materials, interfaces, and engineering [10] - Engineering challenges for sulfide solid-state batteries include material compatibility, electrolyte film formation, and interface design, necessitating a deep integration of materials, processes, and equipment innovation [11] Knowledge Sharing and Collaboration - A significant report on "Global Patent Analysis and Strategy for Solid-State Batteries" was released, focusing on the role of intellectual property in the development of next-generation batteries [13] - The forum served as a high-end communication platform, promoting deep connections between technological viewpoints and practical experiences, supporting the high-quality development of China's new energy industry [13]

Core Viewpoint - Longi Green Energy has achieved significant breakthroughs in photovoltaic technology, as evidenced by two groundbreaking research results published in the prestigious journal "Nature," showcasing the company's advancements in cutting-edge technology [1][6]. Group 1: Breakthroughs in Photovoltaic Technology - On November 10, 2025, Longi Green Energy, in collaboration with research teams from Suzhou University and Xi'an Jiaotong University, announced a major advancement in silicon-based tandem solar cells. The efficiency of their ultra-thin crystalline silicon-perovskite tandem cell was certified at 33.4% by the National Renewable Energy Laboratory (NREL), while the commercial-sized flexible tandem cell achieved an efficiency of 29.8% certified by Fraunhofer ISE. This marks the world's first and only certified efficiency record for flexible crystalline silicon-perovskite tandem cells [3]. - On November 12, 2025, Longi Green Energy, in collaboration with teams from Sun Yat-sen University and Lanzhou University, published research on hybrid back-contact structure (HIBC) solar cells. The HIBC cell achieved a record efficiency of 27.81% and a fill factor of 87.55%, both setting new world records. This innovative technology combines the advantages of high-temperature polycrystalline and low-temperature amorphous silicon, representing a significant advancement in silicon solar cell technology [5][8]. Group 2: Technical Innovations and Challenges - The HIBC solar cell addresses key challenges in back-contact structures, such as achieving optimal passivation performance and minimizing contact resistance. The team developed innovative techniques, including laser-induced localized crystallization and in-situ edge passivation, to enhance the performance of the solar cells. These advancements significantly reduce contact resistance and suppress carrier recombination at the edges, thereby improving overall efficiency [8][16]. - The tandem solar cell technology leverages the advantages of both semiconductor materials, significantly increasing theoretical efficiency. The research demonstrated that ultra-thin silicon wafers, when reduced to a thickness of a few tens of micrometers, can maintain structural integrity under bending, thus meeting the demands for lightweight and flexible devices. The team achieved nearly 30% power conversion efficiency with a 60-micrometer thick ultra-thin tandem device, which can be folded with a bending radius of 1.5 centimeters [16][17].

Financial Data and Key Metrics Changes - In Q3 2025, Amprius Technologies reported revenue of $21.4 million, representing a 42% increase from Q2 and a 173% increase from Q3 2023 [9][24]. - The gross profit margin improved to 15%, up from 9% in the previous quarter, driven by a favorable product mix and higher volumes [26][39]. - The adjusted EBITDA loss decreased to negative $1.4 million from negative $3.8 million in the previous quarter, indicating a reduction of over 60% [27]. Business Line Data and Key Metrics Changes - The second-generation CyCore batteries significantly contributed to revenue, with shipments increasing more than 4X compared to Q3 2023 [10]. - Approximately 75% of Q3 revenue came from the aviation segment, primarily from unmanned aerial systems (UAS), while the remainder was from the light electric vehicle (LEV) sector [10][11]. Market Data and Key Metrics Changes - 75% of revenue was generated from international markets, highlighting strong customer diversification despite uncertainties from US tariffs and government shutdowns [11]. - A notable $35 million purchase order from a leading UAS manufacturer was secured, indicating strong demand and repeat business [11][25]. Company Strategy and Development Direction - Amprius aims to expand its manufacturing capacity and diversify its supply chain, collaborating with the US Government Defense Innovation Unit [30]. - The company is focused on developing next-generation lithium-ion battery performance and broadening its product portfolio to align with customer requirements [32]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the electric aerospace market, projecting it to grow from $40 billion-$50 billion today to $80 billion by the end of the decade [17]. - The company anticipates increased interest from defense customers due to government funding and policy changes that promote domestic drone production [18]. Other Important Information - The company introduced two new CyCore pouch cells and three new cylindrical cells optimized for UAS and electric aircraft applications [16]. - Amprius has a backlog of $53.3 million in orders, which is 83% higher quarter-over-quarter, indicating strong demand [25]. Q&A Session Summary Question: Can you discuss the cadence of US capacity and potential contract manufacturing? - Management indicated plans for both US and NDAA-compliant country contract manufacturers, with ongoing expansion of partnerships [34]. Question: What led to the increase in new customers this quarter? - The increase was attributed to heightened awareness of Amprius products and timing of customer engagements that were initiated over the past year [37]. Question: Can you break down the improvement in gross margin? - The primary driver for the increase in gross margin from 9% to 15% was the product mix, particularly the higher share of CyCore products [39]. Question: What is the timeline for cash flow break-even? - Management noted that achieving cash flow break-even is contingent on incremental revenue growth, with positive EBITDA expected with additional sales [42]. Question: How does the product mix affect gross margins? - The gross margin profile varies between longer-term agreements and shorter-term applications, impacting overall margin fluctuations [54].

Core Points - The CINE2025 Solid-State Battery and Sodium Battery Exhibitions will take place from November 6 to 8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [2][3] - The event will include various forums and award ceremonies, such as the 2025 Starting Point Sodium Battery Annual Conference and the 2025 Starting Point Solid-State Battery Annual Conference, highlighting industry trends and innovations [2][3][9] Event Structure - The exhibitions will be organized by multiple entities, including Starting Point Research, Starting Point Solid-State Battery, and the NA+ Sodium Battery Industry Alliance [2] - The event will feature a series of specialized sessions focusing on technological innovations in sodium batteries, including topics like cost challenges and market opportunities [6][7][9] Agenda Highlights - The agenda includes keynote speeches, technical sessions, and roundtable discussions on sodium battery technology, with participation from industry leaders and experts [6][7][9] - Specific sessions will cover advancements in sodium battery materials, applications, and production processes, aiming to address industry pain points and explore collaborative innovations [6][7][8] Participation and Costs - Various exhibition booth types are available, with costs ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a 36 square meter raw space [18] - Registration fees for attending the conferences are set at 2,888 RMB for the sodium battery conference and 1,688 RMB for the solid-state battery conference, which include access to meals and award ceremonies [18]

Core Points - The CINE2025 Solid-State Battery and Sodium Battery Exhibitions will take place from November 6 to 8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [2][3] - The event will include the 2025 Starting Point Sodium Battery Annual Conference and the 2025 Starting Point Solid-State Battery Annual Conference, along with award ceremonies for both industries [2][3] Event Structure - The exhibitions will be organized by various entities including Starting Point Research, Starting Point Solid-State Battery, and the NA+ Sodium Battery Industry Alliance [2] - The event will feature a series of specialized forums focusing on technological innovations and industry trends in sodium and solid-state batteries [6][7][9] Agenda Highlights - The agenda includes keynote speeches, technical sessions, and roundtable discussions on topics such as sodium battery technology innovations, cost challenges, and market opportunities [6][7][9] - Notable speakers include industry leaders from companies like Kaimai, Weike Technology, and Tianeng Group, discussing advancements and challenges in sodium battery technology [6][7][9] Participation and Costs - Various exhibition booth types are available, with costs ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a 36 square meter raw space [18] - Registration fees for attending the conferences are set at 2,888 RMB for the sodium battery conference and 1,688 RMB for the solid-state battery conference, which include meals and access to award ceremonies [18]

Core Points - The CINE2025 Solid-State Battery and Sodium Battery Exhibitions will take place from November 6 to 8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 20,000 professional attendees and more than 200 exhibitors [2][5][6] - The event will include various forums and award ceremonies, such as the 2025 Starting Point Sodium Battery Annual Conference and the 2025 Starting Point Solid-State Battery Annual Conference, highlighting industry trends and innovations [2][5][9] Event Structure - The event is organized by multiple entities including Starting Point Research, Starting Point Solid-State Battery, and the NA+ Sodium Battery Industry Alliance [2] - Keynote speeches and panel discussions will cover topics such as sodium battery technology innovations, cost challenges, and market opportunities [6][7][8] Agenda Highlights - The agenda includes specialized sessions on sodium battery technology, materials, and applications, featuring industry leaders and experts [6][7][9] - Notable presentations will address the development of sodium-ion batteries, cost reduction strategies, and the future of sodium battery applications in various sectors [6][7][10] Participation and Costs - Exhibitors can choose from different booth types with varying costs, such as a 9 square meter standard booth priced at 15,000 RMB and an 18 square meter booth at 27,000 RMB [18] - Registration fees for attending the conferences are set at 2,888 RMB for the Sodium Battery Annual Conference and 1,688 RMB for the Solid-State Battery Annual Conference, which include access to meals and award ceremonies [18]

Summary of JA Solar Technology Conference Call Company Overview - **Company**: JA Solar Technology - **Date**: Q3 2025 Key Financial Metrics - Q3 2025 revenue decreased by 32% year-on-year, totaling **12.904 billion CNY** [2][3] - Net profit attributable to shareholders was a loss of **9.73 billion CNY** [3] - Total assets reached **105.38 billion CNY**, with net assets of **23.174 billion CNY** [2][3] - Cumulative battery component shipments reached **51.96 GW**, with nearly 50% from overseas markets [2][3] Strategic Measures - The company adjusted the convertible bond price from **38.22 CNY** to **11.66 CNY** per share to enhance risk resilience [4] - A stock buyback plan was initiated, with an amount between **200 million CNY** and **400 million CNY** to support employee stock ownership plans [5] - Plans for a 2025 stock option incentive and employee shareholding plan were announced to attract talent and enhance core competitiveness [4][5] Market Outlook - Global photovoltaic installed capacity is expected to be between **580 GW and 600 GW** in 2025, with the Chinese market around **310 GW** [6] - A potential market adjustment in 2026 could see Chinese installed capacity drop to **270 GW to 300 GW** [6] - Short-term terminal prices are under pressure but are expected to recover after adjustments [6] Business Development - JA Solar has begun small-scale shipments of energy storage products across various sectors, adopting a light-asset model [7] - Significant growth in energy storage business is anticipated in 2026, with a cautious approach to risk management [7] Industry Dynamics - The government is promoting anti-involution policies in the photovoltaic industry, leading to price fluctuations but an overall upward trend [8] - The company is adjusting its order strategy in response to these policies to ensure healthy industry development [8] Technological Advancements - JA Solar is focused on high-efficiency battery technology, planning to upgrade to **20 GW** of high-power Topcon products [9] - The company is also researching BC batteries and perovskite technologies, with plans to introduce new products when appropriate [9] Supply Chain and Trade Policy - A robust supply chain has been established to address the complexities of the U.S. market, with expected shipment growth of **15%** in 2026 [13] - The company is preparing for the upcoming 232 policy by predicting its direction and adjusting supply chain strategies accordingly [14] Inventory Management - The company maintains stable inventory levels for components and silicon materials, focusing on flexible adjustments based on market demand [17] Price Trends and Future Projections - In the context of anti-involution, component prices are gradually recovering, with expectations for further increases in 2026 as demand rises [18] - Emerging markets such as Europe, Africa, and Latin America are expected to see significant growth, prompting JA Solar to adopt differentiated strategies [19] Product Performance - The newly launched high-power product DeepBlue 5.0 has shown promising efficiency improvements, with expected premium pricing of **2-4 CNY** per unit in 2026 [20]