总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 倒计时58天 上篇的分析确立了一个基本事实：在储能与动力电池结构性需求的双重驱动下，中国锂电行业已正 式进入新一轮资本开支周期。 然而，若将此轮扩张简单视为上一轮周期的重复，将是一个严重的误判。 事实上，与2020-2021年那场以规模为核心的"产能军备竞赛"相比，本轮投资浪潮在地域布局、 技术内涵和产业生态上，都呈现出截然不同的新范式。 这些新范式不仅揭示了龙头企业在后价格战时代的生存智慧与战略远见，更预示着中国锂电产业正 从粗放的规模增长，迈向一个以全球化、高技术和产业链协同为核心的高质量发展阶段。 全球化：从"中国制造"到"全球布局" 本轮资本开支最显著的外部特征，是从聚焦本土转向了全球多点开花。 中国企业 ...

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - Recent developments include the issuance of the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the National Energy Administration [3] - The first batch of 60Ah sulfide all-solid-state batteries is expected to be delivered by Funeng Technology to strategic partners by the end of this year, achieving an energy density of 400Wh/kg [3] Summary by Sections Demand Expectations - The new energy storage development goals for 2025-2027 aim for over 100 million kilowatts of new installed capacity in the next three years, supported by domestic policies [3] - In the first half of 2025, Chinese companies secured 199 overseas energy storage orders/cooperations, totaling over 160GWh, representing a year-on-year increase of 220.28% [3] Price and Demand Trends - Battery prices are stabilizing, with expectations for simultaneous volume and price increases in 2025-2026 due to robust demand from energy storage and commercial vehicle electrification [3] - The mainstream price range for 314Ah energy storage cells is between 0.26 CNY/Wh and 0.32 CNY/Wh, with leading companies likely to eliminate rebates as part of a price increase strategy [3] Solid-State Battery Industry - The solid-state battery industry is transitioning from pilot lines to mass production, with expectations for full-scale production to begin in 2027 [3] - Key technologies include roller pressing, isostatic pressing, and homogenization, with traditional equipment manufacturers having an advantage [3] - Lithium metal anodes are expected to maintain long-term competitiveness over silicon anodes, and soft-pack aluminum-plastic films are favored for packaging [3] Investment Recommendations - Focus on lithium battery leaders such as CATL, Yiwei Lithium Energy, and Xinwangda due to sustained demand from energy storage and commercial vehicles [4] - Material companies to watch include Tianci Materials, Molybdenum, Putailai, Shangtai Technology, and Fulin Precision [4] - For solid-state batteries, companies with high equipment certainty and advantages in production lines and materials include CATL, Xianlead Intelligent, Nakanor, Honggong Technology, Liyuanheng, Haichen Pharmaceutical, Huasheng Lithium Battery, Shanghai Washba, Xiamen Tungsten New Energy, and Zhongyi Technology [4]

Group 1 - The article discusses the 2025 11th Lithium Battery Golden Ding Award, aimed at encouraging innovation and recognizing outstanding contributions in the lithium battery industry [2] - The award is open to leading and innovative companies across the entire lithium battery supply chain, including materials, components, equipment, cells, PACK, downstream applications, and battery recycling [2] - The selection process involves self-nomination or recommendations, candidate data review, committee voting, notification of shortlisted companies, final award list confirmation, and an award ceremony [2] Group 2 - The registration period for the award is from September 1, 2025, to October 15, 2025, with preliminary scoring and determination of shortlisted companies occurring from October 16 to October 20, 2025 [3] - The final award list will be confirmed between October 21 and November 1, 2025, with the award ceremony scheduled for December 12, 2025, in Shenzhen [3] - The event will coincide with the 2025 11th Lithium Battery Industry Annual Conference and the 2025 User-side Energy Storage Battery Technology Forum, inviting over 1500 industry leaders, technical experts, and media personnel [3] Group 3 - Various award categories include: - 2025 Annual Lithium Battery Cell Technology Innovation Award - 2025 Annual Power Generation and Grid-side Energy Storage Battery Technology Innovation Award - 2025 Annual Household Storage Battery Technology Innovation Award - 2025 Annual Industrial and Commercial Storage Battery Technology Innovation Award - 2025 Annual Portable Storage Battery Technology Innovation Award - 2025 Annual Lightweight Power Battery Technology Innovation Award - 2025 Annual Lithium Battery Materials Technology Innovation Award - 2025 Annual Lithium Battery Equipment Technology Innovation Award - 2025 Annual Lithium Battery PACK and Application Technology Innovation Award - 2025 Annual Lithium Battery Safety Technology Innovation Award - 2025 Annual Quality Service Provider in the Lithium Battery Industry - 2025 Annual Star Product in the Lithium Battery Industry - 2025 Annual Contribution Award in the Lithium Battery Industry - 2025 Annual Zero Carbon/Low Carbon Case Award in the Lithium Battery Industry - 2025 Annual Trusted Brand in the Lithium Battery Industry [4] Group 4 - Contact information for award registration includes: - Mr. Jiang: 18938944751 - Mr. Yao: 18938055278 - Mr. Xiong: 18938903064 [6]

Core Insights - The 2025 World Energy Storage Conference in Ningde, Fujian, highlighted China's position as the largest new energy storage market, marking a shift towards a fully market-oriented phase in the energy storage industry [1] - Lithium-ion battery storage accounts for 96.4% of the installed capacity in China, indicating its dominance in the new energy storage market [1] - The discovery of the "Asian Lithium Belt," spanning 2,800 kilometers across four provinces, has significant implications for lithium resource availability and the lithium supply chain [1][6] Industry Developments - The Sichuan region is identified as a key area for lithium resources, with proven reserves accounting for over 50% of the national total [3] - The "Asian Lithium Belt" has revealed over 6.5 million tons of lithium resources, with potential exceeding 30 million tons, enhancing China's global lithium reserve ranking from sixth to second [7] - Investment in Sichuan's lithium battery industry has surged, with its share of national investment rising from 8% in 2019 to 18% in 2021, making it the province with the largest investment in lithium projects [8] Market Trends - The demand for lithium batteries is expected to grow significantly, with projections indicating a compound annual growth rate of 53.13% for lithium iron phosphate materials from 2022 to 2025 [16] - Sichuan's lithium battery production is projected to reach 165 GWh by 2024, increasing its national market share from one-sixth to one-fifth [10] - The establishment of a comprehensive lithium battery industry chain in Sichuan is anticipated to generate over 500 billion yuan in output value by 2025 [10] Regional Dynamics - The lithium industry in Sichuan is evolving into a collaborative ecosystem, with cities like Suining and Yibin leading in lithium resource processing and battery production, respectively [12][13] - Suining has become a hub for lithium salt production, while Yibin has rapidly developed a complete battery manufacturing ecosystem, significantly boosting local GDP contributions [15] - The provincial government is promoting new exploration strategies to enhance lithium resource supply, focusing on high-quality mining and technological advancements [18] Challenges and Solutions - Despite the growth, challenges such as high extraction costs, environmental regulations, and low-grade resources persist, necessitating strategic measures to ensure domestic supply [16] - The Sichuan government is implementing policies to address structural issues in the lithium industry, aiming to balance low-end and high-end production capacities [18][19]

Group 1 - The stock of Tianhong Lithium Battery (873152) increased by 1.37% with a turnover rate of 22.67% and a trading volume of 562 million yuan, showing a fluctuation of 10.60% [1] - Institutional investors net sold 4.0124 million yuan, while the total net selling by brokerage seats reached 26.8488 million yuan [1][2] - The stock has appeared on the Dragon and Tiger list 8 times in the past six months, with an average price increase of 2.45% the day after being listed and an average increase of 1.98% over the following five days [3] Group 2 - The top five brokerage seats accounted for a total transaction volume of 105 million yuan, with buying amounting to 36.983 million yuan and selling amounting to 67.8442 million yuan, resulting in a net selling of 30.8611 million yuan [2] - Specific brokerage activities included one institutional seat that bought 7.5371 million yuan and sold 11.5494 million yuan, leading to a net sell of 4.0124 million yuan [2][3]

Domestic News - The Ministry of Commerce and nine other departments announced 20 measures to promote the expansion and upgrade of the "15-minute convenient living circle" by 2030, aiming to establish 100 pilot cities and create 10,000 well-structured living circles with a resident satisfaction rate of over 90% and a chain store rate of over 30% [1] - The Ministry of Ecology and Environment reported that China has built the world's largest carbon emissions trading market, covering over 60% of the country's carbon emissions, and has initiated a voluntary greenhouse gas reduction trading market [1] - The Ministry of Industry and Information Technology, along with other departments, issued a "Light Industry Stabilization Growth Work Plan (2025-2026)" to enhance the role of light industry in economic stability, with a focus on new growth points such as smart home products and sports leisure products [2] - The Ministry of Transport released a plan to build high-quality data sets for the transportation industry by 2030, aiming to improve data supply and support the development of intelligent transportation networks [2] - The Civil Aviation Administration reported that China's civil aviation achieved a total transportation turnover of 151.8 billion ton-kilometers in August, marking a year-on-year increase of 8% [3] Market Updates - The People's Bank of China announced adjustments to the 14-day reverse repurchase operations, which will now be conducted with fixed quantity and interest rate bidding [3] - The National Foreign Exchange Administration reported that in August 2025, banks settled 15,103 billion yuan and sold 14,058 billion yuan, with cumulative settlements from January to August reaching 113,938 billion yuan [3] - The China Automobile Industry Association is conducting an anti-discrimination investigation in response to the U.S. measures against China's integrated circuit sector, focusing on the impact on the automotive industry [4] Housing and Automotive Industry - Shanghai has optimized its housing property tax pilot policies, providing tax exemptions for high-level talents and first-time homebuyers under certain conditions [5] - Xiaomi Auto Technology has initiated a recall of 116,887 electric vehicles produced between February 6, 2024, and August 30, 2025, in compliance with regulations [5]

Core Insights - The 2025 Suining International Lithium Battery Industry Conference discussed the current "involution" dilemma in the lithium battery industry, emphasizing the need to explore new markets and applications to drive growth [1] Group 1: Industry Trends - The lithium battery industry is facing a slowdown in market growth and a fundamental shift in supply-demand dynamics, necessitating the exploration of new markets and applications to create additional growth [1] - Companies are encouraged to focus on quality and technology rather than engaging in price competition, as highlighted by Hive Energy's commitment to long-termism and technological innovation [3] Group 2: Market Expansion Strategies - Rui Pu Lan Jun Energy has shifted from a "product coverage" model to an "industrial chain going abroad" approach, with exports of power batteries accounting for one-third and energy storage batteries over 60% of total exports [3] - Cloud Mountain Power emphasizes the potential for growth in existing markets, particularly in regions with lower penetration rates, such as Northeast China, where addressing low-temperature performance could yield an additional 6%-10% market growth [4] Group 3: Challenges and Solutions - The competitive pressure in overseas markets is significant, with domestic companies facing challenges such as unclear customer positioning and weak intellectual property protection, which can lead to a loss of direction [4] - Nord New Materials is focusing on expanding into the Portuguese market due to favorable labor costs and strong sunlight, while also emphasizing the importance of quality and technological advancement in new market development [5]

2025第十一届起点锂电行业年会暨起点研究十周年庆典 2025起点 用户侧储能 电池技术论坛 （同期 2025第十一届 锂电 金鼎奖颁奖典礼） 时间： 2025年12月17-19日 地点：深圳 活动背景及意义 一 电池方面： 1）2025年初，宝马宣布大圆柱电池2026年即将装车，引发行业加速布局46系大圆柱电池热潮；2）2025年3月，工信部发布《电动 汽车用动力蓄电池安全要求》（GB38031—2025）（新国标），引发行业对动力电池性能广发讨论；3）多家企业2025年全极耳圆柱电池已开始 量产，全极耳的高倍率、长寿命优势未来有望广泛应用在新能源汽车、电动工具、电动两轮车、智能家居等领域；4）固态电池其高安全性、高能 量密度优势，被誉为下一代新型电池，2025年热度持续维持在高位； 储能方面： 1）2025国家取消强制配储政策，引发业内对储能电池未来需求的担忧；2）314Ah逐步替代280Ah成为主流电芯，同时宁德时代、 亿纬锂能、海辰储能等企业发布500Ah以上容量电芯，储能电芯逐步往大容量趋势发展；3）2025年美国加征关税政策，对全球储能行业造成一 定冲击； 低空经济、人形机器人等新兴应用场景： 2 ...

本次合作将充分发挥川发龙蟒的资源优势、产业优势及富临精工的产品优势、市场优势，双方希望通过本次合作，逐步打通从上游资源到前驱 体材料，再到正极材料的全链条协同，构建成本更优、韧性更强的产业联合体，提升市场竞争力，实现合作共赢 。 （ 来源： 龙蟒官网 ） | 往 | 期 | 回 | 顾 | | --- | --- | --- | --- | | 01 | ｜ | 孚能科技半年海外收入超36亿！ | | | ｜ | 02 | 又一动力电池项目落地贵州！ | | | 03 | ｜ | CINE2025固态电池展暨固态电池行业年会定档11月6-8日，广州举办！ | | | ｜ | 2025第十一届起点锂电行业年会、起点用户侧储能电池技术论坛12月17-19日深圳 | 04 | 举办！ | 扫描右方二维码 加入中国锂电行业通讯录 备注:公司+姓名+职位 扫描左方二维码 加入起点锂电行业交流群 音注:公司+姓名+职位 = 固态电池展 CINE 钠电展 新型电池技术第一展 wore 起点固态电池 > 起点钠电 >>起点锂电 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼 目博 2025起点钠电行业年会暨钠电金鼎奖颁 ...

Group 1 - Tianhong Lithium Battery (873152) was listed on the Beijing Stock Exchange and reached a turnover rate of 22.67% on September 19, 2025, with a trading volume of 15.47 million shares and a transaction amount of 562 million yuan [1][2] - The top buying seat was from Dongfang Caifu Securities Co., Ltd. Lhasa Tuanjie Road First Securities Business Department, with a purchase amount of 7.67 million yuan, while the top selling seat was from Dongfang Caifu Securities Co., Ltd. Lhasa Donghuan Road Second Securities Business Department, with a selling amount of 15.89 million yuan [1][2] Group 2 - The trading data indicates significant activity in Tianhong Lithium Battery's stock, with multiple securities firms involved in both buying and selling, highlighting investor interest and market dynamics [2]