证券研究报告 | 行业策略 gszqdatemark 2026 01 11 年 月 日 电力设备 产业盈利复苏，技术持续升级——2026 年新能源车年度策略 新能源车：国内新能源车景气延续，全球电动化长期趋势不变。 1）中国：财政部将对 2026 年报废更新和置换更新新能源车分别补贴车价 的 12%和 8%。2025 年 1-11 月新能源重卡销量同增 178%。运营成本优 势日益凸显下，后续需求有望稳定提升。 2）欧洲：2025 年 1-10 月销量同增 30%，碳排放标准预计将促进中低端 电动车需求。看好后续电车需求持续放量。 3）美国：2025 年 1-11 月新能源车销量及渗透率同比下降 2%和 0.4pct。 换届后新能源车补贴存在一定不确定性。当前电动化率不足 10%，长期仍 有巨大发展空间。 根据乘联会数据，2025 年 1-11 月我国新能源车出口同比增长达 63%，我 国新能源汽车出口主要是欧洲、亚洲两大市场，而美洲市场也在逐步崛起。 预计 2026 年全球/中国/欧洲/美国新能源车销量为 2475/1515/466/162 万 辆，同比+18%/15%/20%/5%，对应全球动力电池需求量 ...

Core Points - The 2025 Solid-State Battery Industry Conference and the Golden Ding Award Ceremony will take place on November 8, 2025, in Guangzhou, focusing on new technologies and ecosystem building [1][4]. - The event is organized by Qidian Solid-State Battery, Qidian Lithium Battery, and the SSBA All-Solid-State Battery Alliance, with over 1000 participants expected [4][5]. Event Organization - The event is sponsored by RuTian Technology, with numerous participating companies including JinNa Technology, TianNeng Sodium Battery, and others [2]. - The conference will feature various forums and exhibitions, including the CINE Solid-State Battery Exhibition and the CINE Sodium Battery Exhibition from November 6 to November 8, 2025 [3]. Forum Agenda - The main forum will include a series of speeches and discussions on solid-state battery technology advancements, challenges, and innovations [5][6]. - Key topics will cover global solid-state battery industry development, solid-state electrolyte technology, and the industrialization of solid-state batteries [6][9]. Notable Participants - Notable speakers include leaders from RuTian Technology, Zhongke Goneng, and Tsinghua University, among others [11][12]. - The event will also feature roundtable discussions with industry experts addressing key challenges and innovations in solid-state battery technology [10][11]. Registration and Participation - Registration for the conference is priced at 1688 RMB per person, which includes access to the conference, lunch, and the award ceremony [20]. - The organizing committee has provided contact information for inquiries regarding sponsorship and participation [21][22].

Core Viewpoint - The article highlights the upcoming 2025 Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, emphasizing the importance of new technologies and collaborative ecosystems in the solid-state battery sector [1][2][9]. Event Details - The event will take place on November 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, with concurrent exhibitions for solid-state batteries and sodium batteries from November 6 to 8, 2025 [2][7]. - Notable speaker Chen Jian from the Hefei Institute of Physical Science will present on the low-cost preparation of silicon-carbon anode materials using Al-Si alloy methods [2][5]. Speaker Profile - Chen Jian is a researcher at the Hefei Institute of Physical Science, with significant contributions to silicon-carbon anode technology, including a novel silicon phase growth theory and successful production of micron-scale multi-level silicon powder [5][6]. - His silicon-carbon materials demonstrate enhanced lithium storage capacity and improved cycling life, outperforming current market alternatives [5]. Research Institution - The Hefei Institute of Physical Science is a key research and talent training base under the Chinese Academy of Sciences, known for its achievements in energy, environment, and materials science [6]. - The institute boasts over 300 high-level talents and has made significant advancements in new energy materials research [6].

Event Overview - The 2025 Solid-State Battery Industry Conference and the Golden Ding Award Ceremony will take place on November 8, 2025, in Guangzhou [3][4]. - The event aims to focus on new technologies and build a new ecosystem in the solid-state battery industry [3]. Forum Scale and Participants - The forum is expected to host over 1000 participants, with major sponsors including Ru Tian Technology [2]. - Notable companies participating include CATL, BYD, Ganfeng Lithium, and many others from the solid-state battery sector [2]. Agenda Highlights - The main forum will feature a series of presentations and discussions on advancements in solid-state battery technology, including the release of a global industry white paper [5][6]. - Key topics will cover solid-state electrolyte technologies, manufacturing processes, and innovations in battery materials [5][6]. Awards and Recognition - The event will also include the 2025 Golden Ding Awards, recognizing achievements in various categories such as innovation in solid-state battery materials and technology [6]. - Specific awards include the 2025 China All-Solid-State Battery Industrial Pioneer Award and the 2025 China Solid-State Battery Most Investable Award [6]. Exhibition Details - Concurrent exhibitions will take place, showcasing advancements in solid-state and sodium battery technologies from November 6 to November 8, 2025 [2]. - Various sponsorship and exhibition options are available, with pricing ranging from 1,688 RMB for individual attendance to 48,000 RMB for large exhibition spaces [9].

Event Overview - The CINE 2025 Solid-State Battery Exhibition and Sodium Battery Exhibition will take place from November 6 to 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [3] - The event is organized by Qidian Solid-State Battery, Qidian Lithium Battery, Qidian Sodium Battery, SSBA Solid-State Battery Alliance, and Qidian Research [2] Scale and Participation - The exhibition will feature over 200 exhibitors and 2,000 participating companies, with an expected attendance of 20,000 professional visitors [3] - The setup for the exhibition will occur on November 4-5, 2025, with the industry conference scheduled for November 8, 2025 [3] Forum and Awards Ceremony - The 2025 Qidian Solid-State Battery Industry Conference will include a series of specialized forums focusing on various technical topics related to solid-state batteries [4][5] - The awards ceremony will recognize achievements in the solid-state battery industry, including categories such as "Pioneer in Solid-State Battery Industrialization" and "Innovation in Solid-State Battery Materials Technology" [6] Technical Focus Areas - Key topics at the forums will include the industrialization challenges of sulfide solid-state batteries, electrolyte technology, and advancements in manufacturing processes [5][6] - Specific discussions will cover the development of high-nickel ternary materials, solid electrolyte film formation technology, and the application of silicon-based anodes in solid-state batteries [5] Exhibition Details - Various booth types are available for exhibitors, with pricing ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a 36 square meter raw space [8] - Registration for the industry conference is priced at 1,188 RMB per person, which includes access to the conference, lunch, and the awards dinner [8] Contact Information - For inquiries regarding participation and sponsorship, contact Mr. Qiu at 18938023176, and for media cooperation, reach out to Ms. Huang at 18938906714 [9]

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition are 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 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [3] - The exhibition is expected to host over 20,000 professional attendees and 2,000 participating companies [3] Concurrent Events - The event will feature the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, along with the 2025 Qidian Sodium Battery Industry Annual Conference and the Sodium Battery Golden Ding Award Ceremony [3] Forum Agenda - The agenda includes the establishment of the All-Solid-State Battery Alliance and the release of the global sulfide solid-state battery technology roadmap [4] - Specialized sessions will cover topics such as the industrialization process of solid-state batteries, manufacturing challenges, and the development of high-nickel ternary materials [4][5] Awards and Recognition - The awards to be presented include the 2025 China Solid-State Battery Industrialization Pioneer Award, the 2025 China Solid-State Battery Material Technology Innovation Award, and the 2025 China Solid-State Battery Most Investment Value Award among others [5] Exhibition Booths - Various booth types are available, including a 9 square meter standard booth priced at 15,000 RMB, an 18 square meter standard booth at 27,000 RMB, and a 36 square meter raw space booth at 48,000 RMB [7] Contact Information - For inquiries regarding participation and sponsorship, contact Mr. Qiu at 18938023176 or Mr. Xiong at 18938903064 [9][10]

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition will be held from November 6 to 8, 2025, at the Guangzhou Nansha International Convention Center [3] - The event is organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and SSBA Solid-State Battery Alliance [2] Event Scale and Participation - The exhibition is expected to host over 2,000 exhibitors and 20,000 professional visitors [3] - The setup will take place on November 4-5, 2025, with the exhibition running from 9:00 AM to 5:00 PM daily [3] Concurrent Activities - The event will feature the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, along with the 2025 Qidian Sodium Battery Industry Annual Conference and Sodium Battery Golden Ding Award Ceremony [3] Forum Agenda - The first Sulfide All-Solid-State Battery International Summit will take place on November 8, 2025, focusing on the global sulfide solid-state battery technology roadmap and the establishment of an all-solid-state industry alliance [4] - Key topics include the industrialization process and trends of all-solid-state batteries, manufacturing challenges, and solutions [4][5] Award Categories - The awards to be presented include the 2025 China All-Solid-State Battery Industrialization Pioneer Award, the 2025 China All-Solid-State Battery Material Technology Innovation Award, and several others recognizing innovation in solid-state battery technology [5] Exhibition Booths - Various booth types are available, including a 9 square meter standard booth priced at 15,000 RMB, an 18 square meter standard booth at 27,000 RMB, and a 36 square meter raw space booth at 48,000 RMB [7] Contact Information - For inquiries regarding participation and sponsorship, contact Mr. Qiu at 18938023176 or Mr. Xiong at 18938903064 [9][10]

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition will be held from November 6 to 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [3] - The event is organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and the SSBA Solid-State Battery Alliance [2] Event Scale and Participation - The exhibition will feature over 200 exhibitors and is expected to attract 20,000 professional visitors [3] - The setup will take place on November 4-5, 2025, with daily exhibition hours from 9:00 AM to 5:00 PM [3] Concurrent Activities - The event will include the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, as well as the 2025 Qidian Sodium Battery Industry Annual Conference and the Sodium Battery Golden Ding Award Ceremony [3] Forum and Award Ceremony Agenda - The agenda includes the establishment of the All-Solid-State Battery Alliance and the release of the global sulfide solid-state battery technology roadmap on November 8 [4] - Specialized sessions will cover topics such as the industrialization process of solid-state batteries, manufacturing challenges, and technological advancements [5] Award Categories - Awards will be presented for various categories, including the Pioneer Award for Solid-State Battery Industrialization, Innovation Awards for materials and technologies, and the Most Investable Solid-State Battery Award [5] Exhibition Booth Information - Different booth types are available, with pricing ranging from 15,000 RMB for a 9 square meter standard booth to 48,000 RMB for a 36 square meter raw space [7] Contact Information - For inquiries regarding participation and sponsorship, contact representatives such as Mr. Qiu and Mr. Xiong [9][10]

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition will be held from November 6 to 8, 2025, at the Guangzhou Nansha International Convention Center [3] - The event is organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and the SSBA Solid-State Battery Alliance [2] Scale and Participation - The exhibition will feature over 200 exhibitors and is expected to attract 20,000 professional visitors [3] - The setup will take place on November 4-5, 2025, with daily exhibition hours from 9:00 AM to 5:00 PM [3] Concurrent Events - The event will include the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Tripod Award Ceremony, along with a series of specialized forums [3][4] Forum Agenda - The forum will cover various topics, including the global roadmap for sulfide solid-state battery technology and the establishment of an all-solid-state industry alliance [4] - Specific sessions will focus on sulfide solid-state battery technology, electrolyte technology, and manufacturing processes, addressing challenges and innovations in the field [5] Awards and Recognition - The Golden Tripod Awards will recognize achievements in various categories, including the Pioneer Award for Solid-State Battery Industrialization and Innovation Awards for materials and technologies [5] Exhibition Layout and Costs - Different 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 [7] Contact Information - For inquiries regarding participation and sponsorship, contact representatives such as Mr. Qiu and Mr. Xiong [9][10]

Exhibition Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition will be held from November 6 to 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [3] - The event is organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and the SSBA Solid-State Battery Alliance [2] Scale and Participation - The exhibition will feature over 200 exhibitors and is expected to attract more than 20,000 professional visitors [3] - The event will include the 2025 Qidian Solid-State Battery Industry Annual Conference and the Qidian Sodium Battery Industry Annual Conference, along with award ceremonies [3] Forum and Awards - The first Sulfide All-Solid-State Battery International Summit will take place on November 8, 2025, focusing on key topics such as the global sulfide solid-state battery technology roadmap and the establishment of an all-solid-state industry alliance [4] - Various specialized sessions will cover topics like sulfide solid-state battery technology, electrolyte technology, and manufacturing processes [5] Exhibition Layout and Pricing - Different booth types are available, including a 9 square meter standard booth priced at 15,000 RMB, an 18 square meter standard booth at 27,000 RMB, and a 36 square meter raw space booth at 48,000 RMB [7] Contact Information - For inquiries regarding participation and sponsorship, contact Mr. Qiu at 18938023176 or Mr. Xiong at 18938903064 [9]