11月11～13日，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"主 题，由中关村新型电池技术创新联盟、ABEC组委会主办的第12届中国（苏州）电池新能源产业国际高 峰论坛（ABEC 2025）在苏州相城举行。 凭借从技术研发到供应链整合的全链条领先优势，中国已稳固"世界电池工厂"地位。置身汽车产业百年 变局与能源革命的时代浪潮中，中国电池新能源产业在领跑全球的同时，也正经历短期挑战加剧、长期 格局重塑的现实挑战。中关村新型电池技术创新联盟、电池百人会理事长于清教在ABEC 2025上直 言："我们必须清醒地认识到，电池新能源行业仍处在深度调整期，'价格战'的阵痛尚未完全消散；国 际贸易壁垒与原材料波动仍存不确定性，库存减值压力考验企业韧性；钠电池规模化、固态电池技术瓶 颈亟待突破。"论坛期间，与会嘉宾通过多维度思想交锋与前沿洞察分享，共同探索新周期下的发展路 径，擘画产业高质量发展的新增长曲线。 固、钠电池并行发展 近年来，全球科技与产业格局深刻变革，我国推动锂电池等成熟技术迭代升级的同时，积极支持颠覆性 电池技术创新，提升高端产品市场供给能力。2025年，半固态电池示范应用持续上量 ...

Core Insights - The forum held in Suzhou focused on the theme of "Innovation and Resilience in the Restructuring of China's Battery New Energy Industry" and gathered over 500 representatives from various sectors of the battery new energy industry [1] - China has solidified its position as the "world's battery factory," but faces both short-term challenges and long-term restructuring in the battery new energy sector [1] Technological Developments - The competition in next-generation battery technologies is increasingly clear, with solid-state batteries and sodium-ion batteries emerging as the two main development lines [3][4] - Solid-state batteries are targeting high-end applications, while sodium-ion batteries focus on cost-effectiveness and supply chain security [3] - The development of semi-solid batteries is gaining traction due to their compatibility with existing production lines and lower costs, with energy densities reaching 330-350 Wh/kg [4] - Sodium-ion batteries have achieved scale in low-speed vehicles and backup power applications, with a low-temperature capacity retention rate exceeding 85% [5] Safety Innovations - The industry is shifting from "passive protection" to "active warning" systems, emphasizing the importance of safety in sustainable development [7] - New safety technologies, such as AI-driven monitoring systems, are being developed to provide early warnings of potential thermal runaway events [7][8] - The focus on safety standards is driving the need for industry regulation and quality assurance, with companies urged to maintain high safety standards to survive in a competitive market [8] Market Dynamics - The power and energy storage markets are experiencing structural differentiation, with a notable increase in the market share of lithium iron phosphate batteries [10] - The energy storage market is transitioning from mandatory storage to market-driven operations, with commercial and residential storage becoming new growth points [10] - Global expansion is becoming essential for leading companies, with plans for new production bases to meet regional market demands [11] Value Restructuring - The industry is undergoing a significant transformation, shifting focus from scale to quality, with an emphasis on technological innovation and sustainable development [11] - Companies are encouraged to provide differentiated solutions to avoid low-margin competition, marking a transition from "barbaric growth" to "rational prosperity" in the battery new energy sector [11]