Core Viewpoint - Guansheng Co., Ltd. (605088) announced on November 20 that its semi-solid battery project is expected to begin mass production next year, and the company is actively promoting the project's progress [1] Company Summary - Guansheng Co., Ltd. is advancing its semi-solid battery project, with mass production anticipated to start in the upcoming year [1]

Core Points - The procurement framework agreement between Smoore International (06969) and EVE Energy (300014) established on November 4, 2022, will expire on December 31, 2025 [1] - A new procurement framework agreement has been signed between Smoore International and EVE Energy on November 20, 2025, for the supply of battery products [1] - The new agreement will be effective from January 1, 2026, to December 31, 2028, ensuring a reliable supply of battery products for Smoore International [1] - EVE Energy is recognized as a long-term reliable supplier with a good reputation for meeting quality standards required by Smoore International and its customers [1]

宁德时代通过旗下基金投资了一个庞大的供应链网络，起点锂电经观察发现，宁德时代近期对三大领域有兴趣，在此进行了投资。 首先是硅碳负极材料领域。 宁德时代参投的基金 在本月 先后入股兰溪致德与天目先导 两家企业 ，两家公司均聚焦硅碳负极 赛道 ， 硅碳负极的能量密度已经得到了验 证，未来将会大规模搭载于固态电池以及下一代液态电池上，辅助电池性能达到新高度 。 从两家企业的布局情况来看， 天目先导 已进入 规模化生产 阶段 ，兰溪致德则 发力 固态电池高容量硅负极 赛道，且二者的布局与宁德时代 发展战略有着诸多互补之处，例如 天目先导 CVD 工艺 正好契合 宁德时代下一代电池技术路线，兰溪致德 则 可为 宁德时代 欧洲工厂提供 技术支撑 。 其次是布局绿氢装备领域。 宁德时代旗下的宁波梅山保税港区问鼎投资近日投资了上海氢鸾科技，这次投资 是 宁德时代首次涉足 制氢装备领域，氢鸾科技专注于阴离子 交换膜（ AEM ）水电解制氢技术 ，其 核心团队 主要来自 上海交大、佛山仙湖实验室、 中国科学院 大连化物所 ， 已实现从阴离子膜到系 统集成 全产业链 ，先后推出 多个 电解制氢系统。 值得注意的是，宁德时代在氢能领 ...

Core Viewpoint - Smoore International (06969) has entered into a new procurement framework agreement with EVE Energy, which will take effect from January 1, 2026, and will last until December 31, 2028, following the expiration of the previous agreement on December 31, 2025 [1] Group 1 - The previous procurement framework agreement between Smoore International and EVE Energy was established on November 4, 2022, and will expire on December 31, 2025 [1] - The new agreement signifies a continued partnership, with EVE Energy recognized as a long-term reliable supplier of battery products for Smoore International [1] - EVE Energy's battery products are noted for their good reputation and ability to meet the quality standards required by Smoore International and its customers [1]

亿纬锂能（300014）(300014.SZ)公告，公司与思摩尔国际签订《采购框架协议》，思摩尔国际及其附 属公司(简称"思摩尔集团")将向公司及附属公司持续性地采购电芯等产品作为原材料。 ...

原标题：全球动力电池前瞻技术与创新论坛共探产业未来 11月13日，全球动力电池前瞻技术专题会议在宜宾成功举办。论坛是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。 本届论坛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"。 论坛吸引了多位相关部门负责人，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 环节以及高校和科研机构，逾600位专家学者与企业代表齐聚一堂，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。 现场，工业和信息化部中小企业发展促进中心主任翁啟文，四川省科技厅一级巡视员杨品华出席并 致辞，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作视频致 辞，中国汽车技术研究中心首席科学家、中国全固态电池产学研协同创新平台专家委员会副主任王芳担 任主持人。 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，电池前瞻技术方面有一系列的新热点、 新前沿，近期我国在全固态电池基础研究方面取得阶段性的成果。在技术研发和产业化推进方面，取得 了 ...

Core Viewpoint - The discussion around the mass production and large-scale application of solid-state batteries continues, with skepticism about the timeline for commercialization by 2030 and uncertainties regarding application scenarios, penetration rates, and pricing [2]. Group 1: Solid-State Battery Development - Sulfide solid-state batteries are currently the most popular route due to their high ionic conductivity, but they face challenges such as air sensitivity, solid-solid contact interface issues, and cost [2]. - The manufacturing process for solid-state batteries can be based on traditional lithium battery production lines, with modifications needed for key steps [4][5]. Group 2: Manufacturing Process - The production of traditional lithium batteries is divided into three stages: front-end (electrode manufacturing), mid-stage (cell assembly), and back-end (packaging) [4]. - The front-end involves the manufacturing of positive and negative electrode sheets using a wet process, which is mature but has drawbacks such as solvent use and energy consumption [8]. - In the solid-state era, the wet process is problematic due to the sensitivity of sulfide solid electrolytes to moisture and oxygen, leading to a shift towards dry processing methods [8][9]. Group 3: Electrode Preparation - The industry is currently exploring both dry and wet processes, with a more aggressive approach towards dry methods, as exemplified by companies like CATL and Toyota [9]. - Dry processing eliminates solvent use and energy consumption, making it more environmentally friendly and compatible with solid electrolytes, but it is still in the validation and improvement stage [8][9]. Group 4: Cell Assembly Techniques - Traditional lithium batteries use either winding or stacking methods for cell assembly, but solid-state batteries primarily rely on stacking due to the non-flowing nature of solid electrolytes [11][12]. - The absence of a separator in solid-state batteries allows the solid electrolyte to serve both as a separator and an ionic conductor, which changes the assembly process significantly [12]. Group 5: Solid-Solid Interface Densification - The interface between the solid electrolyte and electrodes is critical in solid-state batteries, as any gaps or roughness can lead to high resistance and affect performance [15]. - Densification methods for the solid-solid interface include uniaxial and biaxial pressing, with the latter providing more uniform pressure distribution [16][18]. Group 6: Industry Trends and Future Outlook - Companies like CATL prioritize mass production capabilities, while others like Toyota focus on multi-layer coating processes [18]. - The transition from material breakthroughs to engineering implementation is a key phase for the industry, with many challenges shifting from scientific to manufacturing issues [20].

Group 1 - LG Energy Solution has become the first Korean battery manufacturer to secure domestic production plans for lithium iron phosphate (LFP) batteries, solidifying its position as the only non-Chinese LFP battery producer amid growing global demand for low-cost, high-stability batteries [2][3] - The company announced that its plant in Ochang, North Chungcheong Province, will begin commercial production of LFP batteries for energy storage systems (ESS) in 2027, with an initial annual capacity of 1 GWh [2] - The decision marks a strategic shift for Korea's largest battery manufacturer, emphasizing the importance of domestic production for strengthening the Korean battery supply chain and positioning the company in the rapidly growing ESS market [2] Group 2 - LG Energy Solution is accelerating its global capacity expansion for energy storage batteries [3] - In November 2025, LG Energy Solution and Stellantis's joint venture NextStar-Energy announced a conversion of the battery line at their Windsor, Canada plant to produce LFP batteries required for energy storage products [4] - The joint venture project, initially announced in March 2022, involves a total investment of over $4.1 billion, with a planned production capacity exceeding 45 GWh, enhancing LG's supply capabilities in the fast-growing North American ESS market [4]

Group 1 - The core viewpoint of the article indicates that the Producer Price Index (PPI) turned positive month-on-month in October for the first time this year, suggesting a recovery in industrial product prices, particularly in sectors like photovoltaic equipment, battery manufacturing, and automotive manufacturing, where price declines have narrowed [1] - The stabilization of industrial product prices implies an improvement in manufacturing sentiment, which may alleviate economic downward pressure and enhance overall market risk appetite [1] - The technology growth sector is expected to remain a mid-term focus due to the decline in interest rates and policy support for "technological innovation" and "new productive forces," indicating a foundation for continued strength after market fluctuations [1] Group 2 - The Guotai ETF tracking the ChiNext 50 Index (399673) experienced a daily fluctuation of 20%, with the index comprising 50 securities with high average daily trading volumes from the ChiNext market, covering emerging industries such as power equipment and biomedicine [1] - The index's constituent stocks are predominantly in the technology sector, reflecting the overall performance of high-growth enterprises in the ChiNext market, showcasing both scale representation and market liquidity [1] - The index effectively captures the stock price trends and innovation-driven characteristics of leading enterprises in the ChiNext market [1]

转自：智通财经 【宁德时代H股跌超6% 基石投资者限售股今日解禁】智通财经11月20日电，截至发稿，宁德时代 (03750.HK)跌6.56%。消息面上，宁德时代近50%的H股IPO基石投资者锁定股份于11月20日解禁，合共 大约7750万股。里昂研报称，对宁德时代的前景感到乐观，并预期目前的能源储存系统热潮将可持续至 明年。 ...