Group 1: Power Equipment Industry - The demand for power equipment is rapidly increasing in the AI era, driven by the construction of data centers by companies like Google Cloud and OpenAI, leading to explosive growth in power equipment demand [1][29] - Global energy storage demand is expected to surge, with projections indicating that global energy storage installations will reach 404 GWh by 2026, a year-on-year increase of 38% [1][95] - Key companies to watch in the power equipment sector include Jinpan Technology, Xinte Electric, Igor, Hewei Electric, Shenghong Co., and Zhongheng Electric [1] Group 2: Lithium Battery Industry - The lithium battery supply chain is expected to see a reversal in the downward price trend, with significant price and profit recovery anticipated for most products by 2026 [2] - Solid-state battery technology is accelerating towards commercialization, with expectations for expanded production lines and increased testing by 2026, laying the groundwork for mass application from 2027 to 2030 [2][73] - Key companies in the lithium battery sector include CATL, EVE Energy, and Zhongxin Innovation [2][73] Group 3: Wind Power Industry - The domestic wind power sector is projected to maintain a 10%-20% growth in new installations in 2026, supported by saturated orders and stable pricing [2][58] - The profitability of wind turbine manufacturers is expected to recover, with export growth contributing to performance improvements [2][59] - Key companies to focus on in the wind power sector include Goldwind Technology, Sany Renewable Energy, and Oriental Cable [2][59] Group 4: Photovoltaic Industry - The photovoltaic industry is undergoing supply-side adjustments, with a focus on new technologies such as silver-free paste and perovskite, which are expected to improve cost efficiency [3][85] - The profitability of silicon material is anticipated to recover first, driven by supply-demand improvements [3][85] - Key companies to monitor in the photovoltaic sector include GCL-Poly Energy, Xinte Energy, and Tongwei Co. [3][85] Group 5: Energy Storage Industry - The energy storage market is experiencing significant growth, with domestic system tenders reaching 174.9 GWh from January to November, a year-on-year increase of approximately 165% [95] - In the U.S., large-scale energy storage installations are projected to reach 22.05 GW in 2026, a year-on-year increase of 28% [95][96] - Key companies in the energy storage sector include CATL, EVE Energy, and Sungrow Power Supply [95]

锂电产业链双周评（12月第1期） 电池价格小幅上扬，锂电产业链大单不断 证券研究报告 | 2025年12月14日 证券分析师：王蔚祺 010-88005313 wangweiqi2@guosen.com.cn S0980520080003 证券分析师：徐文辉 021-60375426 xuwenhui@guosen.com.cn S0980524030001 证券分析师：李全 021-60375434 liquan2@guosen.com.cn S0980524070002 联系人：王喆萱 wangzhexuan@guosen.com.cn 行业研究 · 行业周报 电力设备新能源 · 锂电池 投资评级：优于大市（维持） 请务必阅读正文之后的免责声明及其项下所有内容 投资建议 【行业动态】 5000 10000 15000 20000 25000 30000 35000 23-01 23-02 23-03 23-04 23-05 23-06 23-07 23-08 23-09 23-10 23-11 23-12 24-01 24-02 24-03 24-04 24-05 24-06 24-07 24-08 24 ...

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [1][4] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new materials, processes, technologies, and the evolving industry landscape [1][4] Event Structure - The event includes a main conference and a user-side energy storage and battery technology forum, featuring various specialized sessions [1][4][6] - Key topics include advancements in cylindrical battery technology, battery innovation, new materials, and applications in energy storage [4][6][8] Key Participants - The event will host numerous industry leaders and experts, including representatives from major companies such as CATL, BYD, and BASF, among others [3][10] - Sponsorship and speaking opportunities are provided by various companies, indicating strong industry support and engagement [1][3] Awards and Recognition - The Lithium Battery Golden Ding Award aims to recognize outstanding brands and contributions to the new energy battery industry, promoting innovation and sustainable development [17] - The award ceremony will take place on December 19, 2025, during the evening banquet [18] Registration and Participation - Registration for the event is priced at 2888 RMB per person, which includes access to the conference, meals, and industry white papers [18]

Event Overview - The 2025 (10th) Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, focusing on new cycles, technologies, and ecosystems [2] Company Developments - CATL signed a framework supply agreement with Vena Energy to provide 4GWh of EnerX battery energy storage systems, utilizing 530Ah cells with a capacity of 5.6MWh per 20-foot container [5] - XINWANDA established a new subsidiary in Zaozhuang with a registered capital of 300 million RMB, focusing on energy technology R&D, battery manufacturing, and electric vehicle charging infrastructure [6] - DEYI Energy launched a 20GWh power battery project in Dagang Economic Development Zone, with a fixed asset investment of approximately 4 billion RMB [7] - FULIN Technology announced price increases for some products due to rising raw material costs and expanding market demand [8] - DEGA Energy will raise battery prices by 15% starting December 16, 2025, in response to increased production costs [9] - Beijing Weilan New Energy submitted an IPO application to the Beijing Securities Regulatory Bureau [10] - Samsung SDI secured a contract to supply lithium iron phosphate batteries worth over 2 trillion KRW (approximately 9.6 billion RMB) for an energy facility in the U.S. [12] - LG Energy signed a battery supply agreement with Mercedes-Benz valued at 2.06 trillion KRW (approximately 988.6 million RMB) [14] - Tianqi Materials announced a second delay for its lithium-ion battery materials project, extending the completion date to July 31, 2026 [16] - ENJIE signed a memorandum of understanding with Arkema to jointly develop next-generation battery separators [17] - FOSU Technology's acquisition of JINLI Co., Ltd. was approved, with a total transaction value of 5.08 billion RMB [18] - XINZHOUBANG plans to list on the Hong Kong Stock Exchange to enhance its global competitiveness [19] - GUOCHENG Technology intends to acquire FUYUE Technology for 241 million RMB [21] Industry Trends - In November, China's automotive production exceeded 3.5 million units for the first time, with a year-on-year growth of over 10% [31] - NEV exports reached 2.315 million units, doubling year-on-year [31] - The second-generation solid-state electrolyte from XINYUREN has entered battery-level testing [24] - New battery recycling projects are being initiated in Shandong and Anhui, indicating a growing focus on battery recycling and resource recovery [28][29]

Core Insights - The article discusses the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, highlighting the event's theme of "New Cycle, New Technology, New Ecology" and its scheduled dates of December 18-19, 2025, in Shenzhen [2]. Group 1: Event Details - The event will be hosted by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, with various sponsors and speakers from leading companies in the lithium battery and energy storage sectors [2]. - The conference aims to address advancements in lithium battery technology and user-side energy storage solutions, reflecting the industry's evolving landscape [2]. Group 2: Industry Statistics - According to SPIR, from January to September 2025, the shipment of carbon nanotube conductive slurry in China exceeded 170,000 tons, marking a 26% year-on-year increase. This growth is attributed to the rising penetration of electric vehicles and the increasing performance requirements of new battery materials [2]. - The top 10 companies in terms of shipment volume for the same period include Tian Nai Technology, San Shun Nano, Qujing Feimo, and others, indicating a competitive landscape in the carbon nanotube conductive agent market [3]. Group 3: Research Institute Overview - Qidian Research Institute SPIR specializes in the new energy and new materials industry chain, with over 15 years of research experience. It provides various services, including databases, industry white papers, and customized market research reports [5]. - The institute has served prominent global companies such as Samsung, LG, and CATL, showcasing its credibility and expertise in the field [5].

（原标题：A股"隔膜龙头"，并购大动作！股票下周一复牌） 中科华联成立于2011年，是专业研发、生产和销售湿法锂离子电池隔膜整套生产装备、其他薄膜等高分 子材料生产设备及隔膜制品的高新技术企业，主要客户为锂电池和锂电池隔膜厂商。 据悉，恩捷股份旨在通过本次收购实现产业链上游延伸，构建"设备+材料"的协同优势。公告指出，本 次交易完成后，恩捷股份将实现从隔膜装备到隔膜产品的产业链垂直整合，通过自身在锂电池隔膜领域 的技术优势与中科华联先进装备制造能力的深度融合，进一步释放产能潜力，在提产降本的同时实现产 业链协同与发展共赢。 "隔膜龙头"恩捷股份拟收购中科华联100%股份，股票复牌。 恩捷股份12月12日公告，拟通过发行股份的方式向郅立鹏、青岛众智达、陈继朝、杨波、袁军等共63名 交易对方购买其合计持有的青岛中科华联新材料股份有限公司（简称"中科华联"）100%的股份，并募 集配套资金。 截至目前，中科华联的审计和评估工作尚未完成，本次交易的具体交易价格尚未确定。恩捷股份股票将 于12月15日（星期一）开市起复牌。 2025年，恩捷股份相继推出高强度基膜、高浸润基膜以及阻燃隔膜等创新产品。同时，也已提前布局固 ...

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编辑丨安安 12月12日，工业和信息化部举行"用好绿色金融政策支持绿色工厂建设"新闻发布会。工业和信息化部节 能与综合利用司司长王鹏表示，我国大力发展"新三样"、清洁低碳氢等新质生产力，建成了全球最大、 最完整的新能源产业链。"十四五"以来，光伏组件、锂电池产量分别增长3.7倍、6.4倍以上，新能源汽 车产销量持续保持全球第一。绿色低碳产业在形成增长新动能的同时，也为全球低碳转型作出了重要贡 献。 作者丨彭鑫 ...