金钠科技总冠名-第八届起点钠电高峰论坛 活动名称： 第八届起点钠电高峰论坛 活动主题： 全链条技术产能跃升 GWH级出货"真"元年 活动组织架构 1 协办单位： 天能钠电 活动赞助及演讲单位： 金钠科技/天能钠电/维科技术/众钠能源/易事特钠电/隐功科技/丰日电源 /珈钠能源/希倍动力/时代思康/皓升新能源/瑞扬新能源/纳甘新 能源/极电特能/儒特股份/科迈罗/泰和科技/尚金干燥/泰和科技/亮见钠电/亿隆能源/先导干燥/中钠能 源/ 精 锐精密 /晟钠新能源 等 活动规模： 600+ 举办时间： 2025年8月28日 举办地点 ：深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 大会议程 | 时 间 | 论坛具体议程 | | --- | --- | | 08:00-09:00 | 签到入场 | | | 大会开幕式 | | 09:00-09:20 | 主办方致辞暨 2025H1钠电池出货量细分TOP60排行榜发布 | | | --起点钠电 创始人 李振强 | | 09:20-09:25 | 冠名赞助商致辞 | | | --金钠科技 董事长 杨维元 | | | 钠 ...

协办单位： 天能钠电 活动赞助及演讲单位： 金钠科技/天能钠电/维科技术/众钠能源/易事特钠电/隐功科技/丰日电源 /珈钠能源/希倍动力/时代思康/皓升新能源/瑞扬新能源/纳甘新 能源/极电特能/儒特股份/科迈罗/泰和科技/尚金干燥/泰和科技/亮见钠电/亿隆能源/先导干燥/中钠能 源/ 精 锐精密 /晟钠新能源 等 活动规模： 600+ 举办时间： 2025年8月28日 举办地点 ：深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 金钠科技总冠名-第八届起点钠电高峰论坛 活动名称： 第八届起点钠电高峰论坛 活动主题： 全链条技术产能跃升 GWH级出货"真"元年 活动组织架构 1 大会议程 | 时 间 | 论坛具体议程 | | --- | --- | | 08:00-09:00 | 签到入场 | | | 大会开幕式 | | 09:00-09:20 | 主办方致辞暨 2025H1钠电池出货量细分TOP60排行榜发布 | | | --起点钠电 创始人 李振强 | | 09:20-09:25 | 冠名赞助商致辞 | | | --金钠科技 董事长 杨维元 | | | 钠 ...

金钠科技总冠名-第八届起点钠电高峰论坛 活动名称： 第八届起点钠电高峰论坛 活动组织架构 1 活动赞助及演讲单位： 金钠科技/天能钠电/维科技术/众钠能源/易事特钠电/隐功科技/丰日电源 /珈钠能源/希倍动力/时代思康/皓升新能源/瑞扬新能源/纳甘新 能源/极电特能/儒特股份/科迈罗/泰和科技/尚金干燥/泰和科技/亮见钠电/亿隆能源/先导干燥/中钠能 源/ 精 锐精密 /晟钠新能源 等 举办地点 ：深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 大会议程 | 时间 | 论坛具体议程 | | --- | --- | | 08:00-09:00 | 签到入场 | | | 大会开幕式 | | 09:00-09:20 | 主办方致辞暨 2025H1 钠电池出货量细分 TOP60 排行榜发布 | | | --起点钠电 创始人 李振强 | | 09:20-09:25 | 冠名赞助商致辞 | | | --金钠科技 董事长 杨维元 | | | 钠电池电芯及正极材料技术专场 | | 09:25-09:45 | 超大圆柱储能钠电池生产工艺难点识别与解决 | | | --金钠科技 ...

Core Viewpoint - The article discusses the upcoming "8th Sodium Battery Summit Forum," emphasizing the theme of "Full Chain Technology Capacity Leap, GWH-level Shipment 'True' Year" and highlighting the significance of sodium battery technology in the energy storage sector [2]. Event Overview - Event Name: 8th Sodium Battery Summit Forum - Theme: Full Chain Technology Capacity Leap, GWH-level Shipment "True" Year - Organizers: Qidian Sodium Battery, Qidian Research Institute (SPIR) - Title Sponsor: Jinna Technology - Co-sponsor: Tianneng Sodium Battery - Scale: Over 600 participants - Date: August 28, 2025 - Location: Venus Royal Hotel, Shenzhen [2]. Agenda Highlights - The forum will feature a series of speeches and discussions, including: - Opening remarks and the release of the 2025 H1 sodium battery shipment volume TOP 60 ranking by Li Zhenqiang, founder of Qidian Sodium Battery [3]. - Keynote speech by Yang Weiyuan, Chairman of Jinna Technology, on the challenges and solutions in the production process of large cylindrical sodium batteries [3]. - Presentations on various topics related to sodium battery applications and technology trends by industry leaders [3][9]. Participation Details - Registration Fee: 2288 yuan per person, which includes conference ticket, lunch, conference materials, a simplified version of the 2025 sodium battery industry white paper, shareable presentation materials, and one night’s accommodation [4][11]. - Payment Information: Payments should be made to Shenzhen Qidian Research Consulting Co., Ltd. via specified bank account [5][12]. Notable Speakers - Key speakers include: - Li Zhenqiang, Founder of Qidian Sodium Battery - Yang Weiyuan, Chairman of Jinna Technology - Wang Shaoping, General Manager of Yishite Sodium Battery - Other industry experts discussing various aspects of sodium battery technology and applications [9][10].

Group 1: Sodium Battery Development - The sodium battery products are expected to achieve large-scale applications in the two-wheeler sector, with initial small-scale shipments already made in the Southeast Asian motorcycle market [2][3] - The company has completed the third generation of sodium battery product iterations, with materials undergoing performance validation tests in collaboration with downstream partners [3][4] - The production capacity planning will be dynamically optimized based on market expansion and customer order fulfillment [3] Group 2: Customization and Cost Management - A systematic customization development framework has been established to meet the differentiated performance demands of downstream battery manufacturers [3] - The current market price for sodium battery materials is approximately CNY 25,000 per ton, with limited overall cost optimization potential due to the use of bulk chemical raw materials [4] - The company is advancing the development of the 3.5 generation product to achieve cost breakthroughs through self-synthesis of key raw materials [4] Group 3: Strategic Collaborations and Market Expansion - The company is collaborating with third parties to develop new short-blade battery cells, focusing on low-speed electric vehicles and household storage applications [4] - A strategic partnership with Huisheng Engineering has been established to enhance carbon capture and utilization (CCUS) capabilities, leveraging each party's strengths [5][6] - The company is actively pursuing multiple projects in both domestic and international markets, with significant order conversion expected in the second half of the year [5] Group 4: Financial Performance and Profitability - The gross profit margins for flue gas treatment and catalyst businesses have improved to 27.79% and 27.03%, respectively, driven by high-margin project deliveries and effective order quality control [4] - As of the end of July, the company has approximately CNY 443 million in hand orders, providing a solid foundation for future business support [4]

Core Viewpoint - The article discusses the upcoming "8th Sodium Battery Summit Forum" organized by Qidian Sodium Battery and Qidian Research Institute, focusing on the advancements in sodium battery technology and its market potential in 2025 [2]. Event Overview - Event Name: 8th Sodium Battery Summit Forum - Theme: Full-chain technology capacity leap, marking the "true" year of GWh-level shipments - Date: August 28, 2025 - Location: Venus Royal Hotel, Shenzhen - Expected Attendance: Over 500 participants [2]. Participating Companies - Major sponsors and speakers include Jin Sodium Technology, Yishite Sodium Battery, Weike Technology, and many others, indicating a strong industry interest and collaboration [2][4]. Agenda Highlights - The forum will feature a series of presentations and discussions on sodium battery technology, including: - Release of the TOP 60 sodium battery shipment rankings for H1 2025 - Discussions on production challenges and advancements in sodium battery technology [8][9]. - Notable topics include: - Production process challenges for large cylindrical sodium batteries - Applications and development trends of sodium batteries - Exploration of application scenarios for polycations sodium batteries [9][10]. Registration Details - Participation fee is set at 2288 yuan per person, which includes conference materials, lunch, and accommodation [10][18].

Core Viewpoint - Sodium batteries, leveraging both cost and performance advantages, are emerging as pioneers in the energy market rather than competitors to lithium batteries [3][4]. Group 1: Project Overview - The construction of the 6000-ton sodium battery poly-anion cathode material project in Xiangyang, Hubei, marks a strategic investment of 60 million yuan by the company [5]. - The project showcases the company's rapid execution, taking just over 100 days from signing to groundbreaking [5]. - The project is based on the company's innovative sodium battery material technology, achieving international leading levels in energy density and cycle life [6]. Group 2: Technological Advancements - The project introduces a unique "raw material processing - finished product sintering" integrated process, enhancing production efficiency by over 20% [6]. - The sodium battery poly-anion cathode material is expected to achieve an annual output value exceeding 200 million yuan upon reaching full production [6]. - The company has made significant technological advancements in sodium battery cathode materials, optimizing morphology, increasing packing density, and improving stability even at extreme low temperatures of -30°C [7]. Group 3: Future Prospects - The chairman emphasized the immense potential of sodium batteries in both power and energy storage markets, indicating plans for rapid expansion [6][7]. - The company is also entering the lithium iron phosphate sector, with plans for a high-end production line in Europe, while maintaining its leadership in ternary materials [7]. - The Xiangyang facility aims to become the largest, most advanced, and efficient green low-carbon cathode material production base globally, with a target output value exceeding 50 billion yuan [7].

Group 1: Sodium Battery Production - The design capacity of the company's sodium battery anode material pilot line is 200 tons, currently approaching 300 tons due to significant improvements in firing rates [2][3] - Main application scenarios for sodium batteries include energy storage, small power batteries for two-wheelers, start-stop power sources, and UPS power sources [3] - The company collaborates closely with battery cell manufacturers for product performance improvements and new product development [3] Group 2: Market Trends and Technology - The market has shifted towards the polyanion route for sodium battery materials, with layered oxide electrolyte shipments dropping from hundreds of tons to tens of tons over the past two years [4] - The company is one of the first in China to adopt the polyanion route for sodium battery anode materials since 2023 [4] Group 3: CCUS Market Potential - The CCUS market in China is expected to reach a scale of 100 billion yuan by 2030, with a demand for carbon reduction of 20 million to 408 million tons [5] - By 2050, the market value is projected to reach 330 billion yuan, with a compound annual growth rate of approximately 11.9% from 2025 to 2050 [5] - Global carbon capture capacity is expected to reach 430 million tons per year by 2030 and exceed 8 billion tons per year by 2050 [5] Group 4: International Collaboration and Strategy - The company has signed a strategic cooperation agreement with Huisheng Engineering to enter the overseas "dual carbon" market, leveraging Huisheng's extensive international project execution capabilities [6] - The company is responsible for supplying process packages, absorbents, and main equipment, while Huisheng handles the overall EPC engineering [6] Group 5: CCUS Absorbent Insights - The replacement cycle for CCUS absorbents is approximately 8-10 months for a 100,000-ton project, with a single replacement quantity of about 80 tons [8] - There are around 10 domestic companies engaged in CCUS absorbent research, with the company holding a significant technological advantage in the field [8] - The company's TX series absorbents have a lifespan 20 to 300 times longer than MEA, achieving performance levels that meet international standards [8] Group 6: Acquisition Plans - The company is open to acquisitions, focusing on CCUS and sodium battery businesses while maintaining flexibility for cross-industry mergers [8] - Ongoing efforts are in place for systematic screening and engagement with potential acquisition targets to enhance technological resources and market positioning [8]

Group 1 - The event is the 2025 Fifth Start Point Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, focusing on the growth of the battery swap market and technological advancements in the industry [3][4] - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," which includes rankings for top manufacturers and operators in the sector [3][4] - The global two-wheeled vehicle battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades, presenting new opportunities for Chinese companies [3][4] Group 2 - The event will take place on July 10-11, 2025, at the Shenzhen Baon International Hotel, with an expected attendance of over 600 participants [4] - The agenda includes various specialized forums discussing trends in electric two-wheeled vehicles, battery technology, and the challenges and opportunities in the battery swap market [5][6] - Key topics will include advancements in lithium and sodium batteries, safety standards, and the impact of new regulations on the industry [5][6] Group 3 - Notable participating companies include major players in the electric two-wheeled vehicle and battery swap sectors, such as Meituan, Didi, and various battery manufacturers like CATL and BYD [7][8] - The conference aims to facilitate discussions among industry leaders, researchers, and investors to foster collaboration and innovation in battery technology [3][4] - The event will also address the growing demand for lightweight power batteries in emerging applications such as low-altitude flight and smart home technologies [3][4]

Group 1 - The event focuses on new technologies and market expansion in the electric two-wheeler battery swap industry [3] - The conference will feature the release of the "2025 China Two-Wheeler Battery Swap and Battery TOP Rankings and Industry White Paper," which includes rankings for top electric two-wheeler manufacturers and battery suppliers [3] - The global battery swap market for two-wheelers is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades [3] Group 2 - The event will take place on July 10-11, 2025, at the Hongdoushan Villa in Wuxi, with an expected attendance of over 500 participants [4] - The agenda includes various specialized forums discussing trends in electric two-wheeler technology, battery safety, and the impact of new national standards [5] - Key topics will include high-safety sodium-ion batteries, lithium battery technology advancements, and the application of new materials and processes [5] Group 3 - Notable participating companies include major players in the electric two-wheeler and battery sectors, such as Yadea, Aima, and CATL, among others [7][8] - The event will also attract companies from the IoT and communication module sectors, as well as battery management system (BMS) providers [7][8] - The conference aims to facilitate collaboration and knowledge sharing among industry stakeholders, including manufacturers, investors, and media [8]