能源电池材料创新企业碳际科技(上海碳际实业集团有限公司)宣布完成数千万元Pre-B轮融资，由中金资 本领投，老股东武岳峰资本跟投。本轮融资资金主要用于公司储能电池产品产业化，巩固技术中心研发 实力、加速公司产品的多元化布局和拓展。(智通财经) ...

Core Viewpoint - The article highlights the upcoming 2025 High-tech New Energy Materials Industry Conference, focusing on advancements in solid-state electrolytes and silicon-based anode materials, showcasing the latest developments from Tianmu Xiangdao in high energy density battery materials. Group 1: Conference Details - The conference will take place on July 8-9, 2025, at the Chengdu Qionglai Yang'an New City Conference Center in Sichuan Province [1] - Tianmu Xiangdao will disclose its latest research progress in solid-state electrolytes and silicon-based anodes during the event [1] Group 2: Company Developments - Tianmu Xiangdao has established a patent portfolio of nearly 350 items, focusing on solid-state electrolytes, silicon-based anodes, and hard carbon anodes [1] - The company is collaborating with Enjie Co., Ltd. and Beijing Weilan New Energy to form Jiangsu Sanhe, which specializes in semi-solid electrolyte coated membranes [1] Group 3: Production Capacity and Projects - The first phase of the project has completed construction, with two high-performance coating film production lines entering trial production [2] - Tianmu Xiangdao is developing a lithium battery silicon-carbon anode material research laboratory in Xuchang, Henan, with a planned production capacity of 200 tons per year [2] - The company is building the largest new silicon-carbon production center in the country, with a total planned capacity of 60,000 tons and an investment of 720 million yuan [2] Group 4: Financial Projections and Supply Chain - The project is expected to achieve a production capacity of 600 to 1,000 tons by 2025, corresponding to a revenue of approximately 300 million to 500 million yuan [3] - The local supply chain integration will reduce production costs, with key raw materials like silane supplied directly from a local company [3] - Tianmu Xiangdao's total annual production capacity has reached 45,000 tons, including 12,000 tons of silicon-based anode materials, 10,000 tons of hard carbon anode materials, and 3,000 tons of solid-state electrolytes [3]

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference aims to explore new materials, new dynamics, and new ecosystems in the energy sector, highlighting the importance of innovation and collaboration in the battery materials industry [1]. Group 1: Conference Overview - The conference is organized by High工锂电, High工储能, and High工产业研究院 (GGII) and will take place from July 8-9, 2025, in Chengdu, Sichuan [1]. - The event will feature key speeches from industry leaders, including the chairman of High工锂电 and representatives from local governments [2]. Group 2: Key Topics and Sessions - The opening session will focus on the changing landscape of battery materials driven by diverse demands, with discussions on the industrialization of composite conductive fluids and lithium-rich manganese-based cathode materials [3]. - A roundtable discussion will address the differentiation of material requirements in new scenarios and the collaborative models necessary for accelerating industrialization [3]. Group 3: Specialized Sessions - The morning of July 9 will include specialized sessions on new material applications, featuring insights on lithium battery new material applications and the production progress of next-generation anode materials [4]. - Topics will also cover the challenges faced by aluminum foil companies in response to diverse battery demands and the development of alternative solutions for lithium battery binders [4]. Group 4: Networking and Collaboration - The conference will provide opportunities for networking, including a closed-door dinner for deeper discussions among industry leaders [3][4]. - The event aims to foster collaboration between new materials and the broader energy sector, emphasizing the need for synergy in development trends and industrial partnerships [4].

Group 1 - The company has been developing precursor materials for solid-state batteries since 2019, including high nickel, ultra-high nickel, and lithium-rich manganese-based cathode materials [1] - The company has achieved ton-level product shipments in the solid-state battery sector [1]

Group 1: Company Overview - Jiangsu Ruitai New Energy Materials Co., Ltd. is actively involved in the research and development of solid-state battery materials, with a focus on lithium bis(trifluoromethanesulfonyl)imide (LiTFSI) for solid-state lithium-ion batteries [2] - The sales revenue from solid-state battery materials currently represents a small proportion of the company's overall revenue [2] Group 2: Joint Ventures and Production - The company has a joint venture named Tai Rui Lian Teng with Tianji Co. and Ningde New Energy (ATL), which produces lithium hexafluorophosphate with an initial capacity of 15,000 tons, launched last year [2] - The Polish production base, Prusice, has a capacity of 40,000 tons per year for lithium-ion battery electrolyte, aimed at meeting local and European demand [3] Group 3: Financial Performance - The company's gross margin has shown a slight decline in 2024 compared to the previous year but remains relatively stable overall [3] - The stability in gross margin is attributed to a short supply chain, a focus on specialized development, and effective management across production, procurement, sales, and R&D [3]

Group 1: Company Overview - The company is Yunnan Enjie New Materials Co., Ltd., with stock code 002812 and bond code 128095 [1][2]. Group 2: Solid-State Battery Material Layout - The company has established a production capacity for semi-solid battery separators through its subsidiary Jiangsu Sanhe Battery Material Technology Co., Ltd. [2]. - The company is actively expanding its market presence in the all-solid-state battery materials sector, focusing on high-purity lithium sulfide and sulfide solid electrolyte products [2]. - A pilot production line for high-purity lithium sulfide has begun mass shipments, and a 10-ton production line for solid electrolytes is under construction, with plans for a 1,000-ton production line in Yuxi [2]. Group 3: Intellectual Property and Patent Strategy - Since its establishment, the company has prioritized intellectual property, applying for a total of 50 patents, including 4 international applications, with 23 patents granted [3]. - The company holds patents related to its main products, including lithium sulfide and sulfide solid electrolytes, and is accelerating its international patent layout [3]. Group 4: Advantages of Sulfide Solid Electrolytes - Sulfide solid electrolytes offer high ionic conductivity, with some systems exceeding that of liquid electrolytes, and have a low interface resistance [4]. - The processing of sulfide solid electrolytes is efficient, with a short production process and mature preparation technology [4]. Group 5: Development of Supporting Membranes - The company is developing solid electrolyte supporting membranes, which have received small orders from customers [5]. - The new solid supporting membranes feature higher porosity and larger pore sizes to meet the filling requirements of solid electrolytes [5]. Group 6: Competitive Advantages in Lithium Sulfide Production - The company achieves high-speed, uniform mixing and continuous calcination without the need for liquid-phase solvents for secondary impurity purification [6]. - The cost advantages stem from the pricing of raw materials, and the company maintains excellent control over the particle size of its lithium sulfide products [6]. Group 7: Research on Halide Materials - The company is monitoring advanced technology directions, with halide-related research currently at the experimental preparation stage [7]. - Halides have a higher electrochemical window and better compatibility with high-voltage cathodes, although there are stability issues with the anode [7].

Group 1 - Hubei Yihua's phosphate chemical project has recently commenced production, achieving full capacity for various products including diammonium phosphate and complex fertilizers [1] - The project involves a capacity replacement of 660,000 tons/year of diammonium phosphate and the construction of a new facility with an annual output of 200,000 tons of refined phosphoric acid and 650,000 tons of phosphate [1] - This development enhances product diversity and market competitiveness while responding to industrial upgrades and environmental requirements [1] Group 2 - Minmetals New Energy has achieved a breakthrough in solid-state battery materials, focusing on high-nickel cathode materials and lithium-rich manganese-based cathode materials [2] - The company has successfully delivered over 100 kilograms of certain products, indicating strong technical capabilities and market potential [2] - This advancement is expected to accelerate the commercialization of solid-state batteries and improve the company's competitive position in the industry [2] Group 3 - Longi Green Energy's controlling shareholder, Li Zhenguo, has released a pledge on 22 million shares, representing 20.61% of his holdings and 2.90% of the company's total shares [3] - The release of the pledge reflects increased confidence in the company's future prospects, potentially boosting market confidence and stabilizing stock prices [3] - The remaining pledged shares and the company's fundamental changes should be monitored, but the pledge release is seen as beneficial for corporate governance [3]

Core Viewpoint - Conductive carbon aluminum foil is a modified current collector that reduces contact resistance between current collectors, collects microcurrents of active materials, and improves battery performance, including charge-discharge rates and cycle life [1][2]. Group 1: Material Characteristics - Conductive carbon aluminum foil is produced by coating a uniform layer of conductive materials (such as carbon black, graphite, and graphene) on the surface of aluminum foil, resulting in a more uniform surface compared to traditional aluminum foil [1]. - It enhances the conductivity of the positive electrode, reduces internal resistance, and improves adhesion between active materials and current collectors, primarily used in lithium iron phosphate batteries [1][2]. Group 2: Market Analysis - The global market for conductive carbon aluminum foil is projected to reach $1.115 billion in 2024, with a compound annual growth rate (CAGR) exceeding 50% from 2020 to 2024, and China is expected to account for 79% of global sales in 2024 [4]. - By 2027, the market is anticipated to grow to $3.219 billion, with a CAGR of 15.23% from 2025 to 2031 [13]. Group 3: Industry Trends - The thickness of positive aluminum foil has decreased from 16μm to 10μm, with some manufacturers even using 8μm, while negative copper foil has seen a reduction from 12μm to 6μm, indicating a trend towards lighter battery components [3]. - Future coating materials are expected to diversify, with graphite coatings offering higher conductivity and flexibility, gradually replacing carbon black products [5][6]. Group 4: Application Expansion - Conductive carbon aluminum foil is expanding beyond lithium-ion batteries to applications in supercapacitor bipolar plates, sodium-ion batteries, solid-state batteries, and flexible electronic devices [8][9][10]. - The material is particularly suited for high-performance applications due to its ability to enhance conductivity and mechanical strength [6]. Group 5: Policy Support - China's commitment to peak carbon emissions by 2030 and achieve carbon neutrality by 2060 is driving the rapid development of new energy vehicles and storage systems, creating significant market opportunities for conductive carbon aluminum foil [18]. - Policies supporting the commercialization of energy storage systems and the domestic production of key materials are expected to further boost the industry [18].

Core Viewpoint - Shenzhen Sufang New Energy Technology Co., Ltd. has completed a tens of millions RMB angel round financing, which will be used for the research and development of lithium-rich manganese-based cathode materials and production line construction [1] Company Overview - Sufang New Energy was established in 2023 and focuses on developing ultra-low voltage drop lithium-rich manganese-based cathode materials. The founder, Liu Qi, is a tenured professor at City University of Hong Kong with over 10 years of experience in lithium-ion battery research [1][5] - The company has successfully overcome the voltage decay issue of lithium-rich manganese-based cathode materials and has already put a hundred-ton production line into operation [1][5] Product Development - Sufang New Energy has developed high-pressure pure lithium-rich manganese-based cathode materials that have been sent to several leading battery manufacturers for sampling [1][3] - The company has also launched a lithium-rich manganese-based cathode lithium supplement product, aiming for commercial breakthroughs in mid-to-low voltage applications [1] Technical Achievements - The voltage decay of lithium-rich manganese-based materials occurs mainly within the first 200 cycles, which is a critical threshold for their application as main materials [3] - The company employs a multi-level precise doping method to stabilize the honeycomb structure of lithium-rich manganese-based materials during production, with research results published in the journal Nature Energy [1][3] Market Strategy - Sufang New Energy is pursuing a two-pronged strategy: long-term investment in high-pressure pure lithium-rich manganese-based cathode materials and the introduction of lithium supplement products to accelerate commercialization [4] - The company aims to develop a lithium-rich manganese-based material that can perform comparably to existing high-nickel ternary materials at 4.5V, with a cost advantage of approximately 30% [4] Future Prospects - The company has initiated a new round of financing to advance research and the construction of a thousand-ton production line [5] - The development trend in lithium-ion batteries includes increasing energy density and reducing costs, with lithium-rich manganese-based materials recognized as the next generation of high-energy cathode materials [5]

Market Overview - On June 20, the A-share market saw all three major indices close lower, with the Shanghai Composite Index down 0.07% to 3359.90 points, the Shenzhen Component down 0.47% to 10005.03 points, and the ChiNext Index down 0.84% to 2009.89 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 10,677 billion yuan, a decrease of 1,829 billion yuan compared to June 19 [1] - The market experienced a decline in trading volume and a net outflow of nearly 30 billion yuan in main funds on June 20 [3] Sector Performance - The shipbuilding, insurance, shipping ports, electronic chemicals, liquor, and banking sectors showed the most significant gains, while the mining, cultural media, precious metals, gaming, internet services, power equipment, and diversified finance sectors faced the largest declines [1] - The liquor sector demonstrated resilience, with 29 out of 37 stocks rising despite some afternoon adjustments, supported by favorable commentary regarding the regulation of alcohol consumption among public officials [2] - Solid-state batteries and photovoltaic concepts saw a broad increase, driven by fluctuations in international oil prices due to Middle Eastern tensions, highlighting a renewed interest in stable and clean energy sources [2] Company Insights - Xiangtan Electric, a notable player in the battery materials and wastewater treatment sector, experienced a significant stock price increase, attributed to its status as a leading global supplier of electrolytic manganese dioxide, widely used in battery applications [3] - In Q1 2025, Xiangtan Electric reported earnings per share of 0.08 yuan and a net profit of 47.32 million yuan, reflecting a year-on-year decline of 2.54% [3] - The company has established joint research and development mechanisms with several solid-state and semi-solid battery enterprises, indicating a strategic focus on innovation and collaboration in the energy sector [3]