Group 1 - The lithium battery industry is showing signs of volume and price resonance, with some negative electrode companies initiating order price increases and the capacity utilization rate in the graphitization segment improving [1] - XINWANDA has released a 400Wh/kg polymer all-solid-state battery and has trial-produced a laboratory sample of a 520Wh/kg lithium metal super battery [1] - In the wind and storage sector, the "Beijing Wind Energy Declaration 2.0" proposes that during the 14th Five-Year Plan period, the annual new wind power installation should not be less than 120GW (with 15GW from offshore wind), driving market expectations upward [1] Group 2 - The new energy vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects 50 listed companies related to the new energy vehicle industry chain from the Shanghai and Shenzhen markets, covering key areas such as lithium batteries, charging piles, and new energy vehicles [1] - The new energy storage policy in Henan increases the revenue certainty for independent energy storage stations, validating the logic of high growth in domestic large storage demand [1]

Core Viewpoint - The 2025 11th Qidian Lithium Battery Industry Annual Conference aims to address technological advancements and challenges in the lithium battery sector, providing a platform for industry professionals to discuss and collaborate on future developments [2][3]. Industry Developments - In early 2025, BMW announced the upcoming installation of large cylindrical batteries in 2026, prompting a surge in the industry to develop 46-series large cylindrical batteries [1] - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussions on battery performance [1] - Several companies have begun mass production of full-tab cylindrical batteries, which are expected to find applications in electric vehicles, tools, and smart home devices due to their high rate and long lifespan advantages [1] - Solid-state batteries continue to gain attention for their high safety and energy density, maintaining high interest levels throughout 2025 [1] Storage Sector Insights - The cancellation of mandatory storage policies by the government has raised concerns about future demand for storage batteries [1] - The 314Ah battery is gradually replacing the 280Ah as the mainstream cell, with companies like CATL and EVE Energy introducing cells with capacities exceeding 500Ah, indicating a trend towards larger capacity storage batteries [1] - The U.S. tariff policy has impacted the global storage industry, creating challenges for market players [1] Emerging Applications - The debut of humanoid robots at the Spring Festival Gala in early 2025 has led to increased interest in batteries for humanoid robots, becoming a new focus for battery companies [1] - Various local policies promoting low-altitude economies are accelerating the development of the eVTOL industry [1] Material Innovations - The 9-series ultra-high nickel ternary cathodes are being widely adopted, while lithium manganese iron phosphate cathodes are being tested in commercial vehicles and two-wheeled vehicles [1] - The application of silicon-based anodes in conjunction with full-tab technology is increasing [1] Event Highlights - The conference will feature over 1500 attendees and 30000 online viewers, making it the largest event of the year [3] - It will include a combination of forums and exhibitions, facilitating precise resource matching [3] - The 11th Qidian Golden Ding Award will be presented, establishing benchmarks for the new energy industry [3] Agenda Overview - The event will cover various specialized topics, including fast-charging ecosystems for cylindrical batteries, advancements in square battery technology, and innovations in soft-pack batteries [5][6] - Specific sessions will focus on battery materials, equipment, and safety technologies, addressing critical industry challenges [6][7] Award Details - The Qidian Golden Ding Award aims to recognize outstanding brands in the new energy battery industry, encouraging innovation and sustainable development [7] - The award selection process includes online voting and expert reviews, culminating in the announcement of winners during the conference [8] Participating Companies - Notable companies in attendance will include CATL, BYD, LG Energy, and EVE Energy, among others, representing various sectors of the lithium battery industry [10][11]