2026开门红，赢合科技中标荆门项目！ 1月6日， 荆门亿纬新能源科技有限公司发布《【掇刀区中心】动力储能电池标准工厂项目动力储能电池标准工厂项目生产设备和品质设备采 购定标结果公告(标段编号JMDD-202508FJ-001003001)》，内容显示， 深圳市赢合科技股份有限公司中标，中标金额为31.25亿元。 招标人 荆门亿纬新能源科技有限公司成立于2025年3月，背后实控人是 荆门市人民政府国有资产监督管理委员会。 招标项目 计划总投资52.5亿元，总建筑面积约27万平方米，计划建设22万平方米的电芯车间及化成车间，4.6万平方米的原材料及成品仓 库，并配套建设食堂、物流广场等设施，搭建4条动力储能电池生产线，达产后年产能可达30GWh，预计年产值75亿元，税收贡献超3亿元。 项目交货地点为荆门市掇刀区亿纬锂能十区 17 工厂。这也意味着赢合科技将再次为 亿纬锂能项目进行相关设备的配套。 资料显示，在锂电领域， 赢合科技 锂电池自动化装备主要应用于锂电池生产的前中段工序，产品覆盖涂布机、辊压机、分切机、制片机、卷 绕机、叠片机、组装线等，并获得 宁德时代、比亚迪、亿纬锂能、国轩高科、LG 新能源、宝马、 ...

无锡经开区夜景 作为兼具工商底蕴与现代制造实力的城市，无锡在2024年交出了一份亮眼的产业答卷——规上工业总产 值攀升至2.66万亿元，物联网、集成电路、生物医药等千亿级产业集群持续壮大、拔节生长。药明康 德、先导智能、长电科技等龙头企业，不仅是城市产业实力的象征，更如同强大的磁极，持续吸引着产 业链、资本链和创新链上的关键要素在此汇聚、扎根，形成了"雨林式"生态。 这一切的根基，是无锡打造的"465"现代产业体系。四大地标产业集群——物联网、集成电路、生物医 药、高端装备，构成无锡面向全球竞争的"主力方阵"，是城市最鲜明的产业名片。其中无锡物联网产业 集群获评国家首批先进制造业集群，也是物联网领域唯一的国家级先进制造业集群；无锡集成电路产业 先后获批国家集成电路设计产业化基地、国家微电子高技术产业基地、国家"芯火"双创基地等，始终位 列产业发展的"第一方阵"。六大优势产业集群，涵盖高端装备、新材料、新能源、汽车零部件等领域， 如同坚实的"中坚力量"，在各领域精耕细作、厚积薄发。而前瞻布局的"5+X"未来产业，如人工智能、 量子科技、低空经济等，则如充满潜能的"新生力量"，为无锡下一轮增长积蓄战略动能。 驱动 ...

Group 1 - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony will be held on December 18-19 in Shenzhen, focusing on over 50 hot topics in the lithium battery industry [2] - Dongguan Chaoye Precision Equipment Co., Ltd. will be a key sponsor of the event, supporting the conference and promoting industry exchanges [2] - Chaoye Precision specializes in the research, design, manufacturing, sales, and service of automation production lines for lithium batteries, providing high-quality production equipment and one-stop automation solutions [2][3] Group 2 - The company has a strong market presence with high market shares in its star products, such as the stacking machine and liquid injection machine, and maintains stable partnerships with leading clients like CATL and Guoxuan High-Tech [3] - Chaoye Precision has received multiple awards for quality and collaboration from its clients, including "Best Supplier" and "Outstanding Quality Award" [3] - The company actively collaborates with universities and research institutions to integrate resources for research and development in lithium battery equipment manufacturing [3] Group 3 - The company's products, including fully automatic cell ear welding machines and automatic liquid injection machines, have been recognized as high-tech products in Guangdong Province [4] - The large-size ear welding machine features a 25% increase in output per unit area compared to traditional rotary models, with a 40% reduction in footprint and a 30% decrease in overall costs [4] - The machine's efficiency is enhanced through flexible control and high-precision camera data collection, allowing for real-time monitoring and interaction with MES systems [4]

Summary of Solid-State Battery Industry Conference Call Industry Overview - The solid-state battery industry is developing in a coordinated manner both domestically and internationally, with significant collaborations such as Samsung SDI partnering with BMW and Solid Power, and Solid Power working with SK On on pilot lines [1][2][6] - Domestic manufacturers like the Chinese Academy of Sciences, Seiko Power, and leading companies C and B have made progress, with some achieving 60-80 Ah products and pilot line capacities reaching gigawatt-hour levels [1][2][6] Key Developments - The Ministry of Industry and Information Technology (MIIT) is providing subsidies for solid-state battery R&D, with mid-term review results expected in November, indicating that leading companies have met core indicators [1][4] - The second batch of subsidies is anticipated to be released in the first half of next year, with amounts expected to be similar to the previous year [1][4] Technological Advancements - The shift to dry processing in solid-state battery manufacturing significantly impacts equipment companies, increasing demand for dry mixing and fiberization equipment, as well as rolling machines, which have seen price increases [1][5] - Isostatic pressing equipment is crucial for addressing interface contact and conductivity issues in solid-state batteries, with companies like Sweden's Quintus and China's Chuanxi Machinery leading in this area [1][5][7] Equipment and Manufacturing Processes - There are four main process routes for insulation glue frames: screen printing, pre-fabricated glue frame transfer, dispensing, and UV printing, with companies like Liyuanheng and DeLong Laser making advancements in these areas [1][9] - The demand for high-pressure forming and filling equipment has increased due to the need for extreme pressures (60-80 tons) in solid-state batteries, with companies like Hangke Technology being key players in this segment [1][10] Company Performance and Outlook - XianDao Intelligent secured over 400 million yuan in solid-state orders in the first half of the year, expecting to exceed 1 billion yuan for the full year, reflecting successful R&D investments [3][11] - Liyuanheng and Haimuxing are progressing well, with Haimuxing's new order growth doubling, although they expect losses this year but anticipate profitability starting next year [3][12] - Naknor's new rolling press equipment addresses material bonding issues and is participating in tenders from leading battery manufacturers [3][13] - Lianying Laser is positioned to benefit from increased precision requirements in solid-state welding, with potential for significant growth if breakthroughs are achieved [3][14] Market Trends - The lithium battery industry is recovering from previous downturns, with several catalysts for growth including policy reviews, subsidy follow-ups, and increasing demand for power and energy storage [1][15] - Most lithium battery companies have overcome their most challenging periods, with expectations for continuous improvement in financial reports [1][15]

Core Viewpoint - The article discusses the recent suspension of export controls by both the U.S. and China regarding lithium battery-related products, highlighting the implications for the lithium battery industry and global supply chains [4][6][8]. Industry Overview - The lithium battery industry in 2025 is characterized by a "high-end shortage and mid-to-low-end surplus" situation, with few companies capable of mass production and export of batteries with energy density ≥300Wh/kg [7]. - The U.S. lithium battery industry heavily relies on Chinese products and materials, with China holding a significant share in the global production capacity of key lithium battery materials [7]. Policy Changes - The U.S. has paused the implementation of its 50% penetration rule for one year, while China has also suspended its related export controls for the same duration, allowing for a potential easing of trade tensions [4][6]. - The Chinese export control measures, which were set to take effect on November 8, 2025, included a "technical-level" review for lithium battery exports, specifically targeting high-end technologies and critical equipment [6]. Market Impact - The policy adjustments provide a buffer for cooperation between the U.S. and Chinese lithium battery industries and offer a time window for global supply chain adjustments [8]. - Since 2025, China's lithium-ion battery exports have been on the rise, with Europe and Southeast Asia emerging as significant markets [9].

Core Viewpoint - China has announced export controls on high-performance lithium batteries and key materials, which could significantly impact the U.S. supply chain and its energy infrastructure [1][5][6] Group 1: Export Controls and Their Scope - Starting November 8, China will implement export controls on high-performance lithium batteries, production equipment, and essential materials such as anode and cathode materials [1][3] - The control list includes lithium-ion batteries with energy density over 300Wh/kg, graphite anode materials, and specific production equipment like stacking machines and continuous graphitization furnaces, creating a nearly closed-loop technical system [3][5] Group 2: Impact on the U.S. Market - Approximately 65% of lithium-ion batteries for grid-level energy storage in the U.S. are imported from China, and these batteries are included in the new export controls [4][5] - The energy supply issue is becoming a critical constraint for AI data centers in the U.S., with electricity consumption in data centers doubling from 2017 to 2023 [4] - The export controls could severely pressure U.S. companies reliant on Chinese battery components, as evidenced by significant stock price drops for companies like Fluence Energy and Tesla [5][6] Group 3: Broader Implications - China's export restrictions highlight its dominant position in the global supply chain for critical materials, with approximately 96% of global anode material production and 85% of cathode material production sourced from China [5][6] - The measures reflect China's strategic response to U.S. tariffs and trade pressures, targeting vulnerabilities in the U.S. industrial chain [6]

Group 1 - The Chinese government has announced export controls on lithium batteries, cathode materials, graphite anode materials, and related equipment, marking the first time lithium manufacturing equipment has been included in such regulations [1][2] - The export controls will take effect on November 8 and cover the entire industry chain from key materials to core equipment, aiming to regulate high-end technology while balancing national security and industrial competitiveness [1][2] - The controls specifically target high-end lithium battery products with an energy density of ≥300Wh/kg, focusing on next-generation technologies like semi-solid and solid-state batteries, while mainstream liquid batteries (around 260Wh/kg) are not affected [2] Group 2 - Leading companies in the lithium battery equipment sector, such as HaiMuxing, have demonstrated resilience and strategic stability in response to the policy changes, indicating that the export controls do not prohibit exports but require a license application [3] - Companies like XianDao Intelligent express optimism, noting that their overseas orders primarily come from domestic battery manufacturers and are not subject to the new controls [3] - Industry experts suggest that while the immediate impact of the export controls is limited, they will promote a healthier, more localized, and strategically controlled industry chain in the long term, potentially benefiting compliant and globally experienced leading companies [3]

Group 1 - China's Ministry of Commerce and General Administration of Customs announced export controls on lithium battery-related materials and equipment, marking the first time such controls have been explicitly applied to lithium manufacturing equipment [1] - The export controls will take effect on November 8 and cover the entire industry chain from key materials to core equipment, aiming to regulate high-end technology while balancing national security and industrial competitiveness [1][2] - The controls specifically target high-end lithium battery products with an energy density of ≥300Wh/kg, focusing on next-generation technologies like semi-solid and solid-state batteries, while mainstream liquid batteries (around 260Wh/kg) are not affected [2] Group 2 - Leading companies in the lithium battery equipment sector, such as HaiMuxing and XianDao Intelligent, have shown resilience and strategic stability in response to the policy changes, indicating that the export controls do not equate to a ban on exports [3] - Companies can still apply for export licenses, although the time and financial costs associated with exporting may increase [2][3] - The long-term impact of the export controls is expected to drive the industry towards healthier, more localized, and strategically controlled development, with top companies likely to gain more stable overseas market shares and better profitability [3]

Core Viewpoint - The announcement by the Ministry of Commerce and the General Administration of Customs of China outlines new export controls on specific items related to lithium batteries and their components, effective from November 8, 2025, to safeguard national security and fulfill international obligations [9]. Group 1: Lithium Battery-Related Items - Export controls are imposed on rechargeable lithium-ion batteries with a weight energy density of 300 Wh/kg or greater, including cells and battery packs [1]. - Equipment used for manufacturing rechargeable lithium-ion batteries, such as winding machines, stacking machines, and liquid injection machines, is also subject to export controls [2]. - Technologies for producing controlled lithium-ion battery items are included in the export restrictions [2]. Group 2: Cathode Materials - Export controls apply to lithium iron phosphate cathode materials with a packing density of 2.5 g/cm3 or greater and a specific capacity of 156 mAh/g or greater [3]. - Precursor materials for ternary cathodes, including nickel-cobalt-manganese hydroxide and nickel-cobalt-aluminum hydroxide, are also regulated [4]. - Lithium-rich manganese-based cathode materials are included in the export control list [5]. Group 3: Anode Materials - Export controls are established for artificial graphite anode materials and mixed anode materials made from artificial and natural graphite [10]. - Equipment for producing graphite anode materials, such as granulation and graphitization equipment, is subject to export restrictions [10]. Group 4: Export Compliance Requirements - Exporters must apply for licenses from the Ministry of Commerce for the controlled items and ensure the authenticity of the declared goods [8]. - Customs will question the completeness and accuracy of the reported information, and goods will not be released during the questioning period if there are doubts about the authenticity [8].

Summary of Solid-State Battery Equipment Conference Call Industry Overview - The solid-state battery technology landscape is diverse, with China shifting from oxide to sulfide halide systems, although most technologies remain below pilot production levels [1][2] - Companies are establishing experimental and pilot lines based on their capabilities, with production capacities increasing sequentially [1] Key Points and Arguments - **Technology Routes**: The solid-state battery equipment technology route is not yet standardized, with disagreements on dry vs. wet methods. Leading companies prefer a holistic approach to material and preparation methods, generally favoring wet methods for anodes and dry methods for cathodes [1][4] - **Production Capacity**: Experimental lines produce a few samples daily for initial testing, while pilot lines can produce dozens of consistent samples for further performance validation. Pilot lines are close to mass production levels [4] - **Core Equipment**: Key equipment for dry processing includes air flow pulverizers, twin-screw extruders, and high mixers. Challenges include ensuring uniform material dispersion, preventing particle agglomeration, and enhancing fiber strength and process stability [5][6] - **Market Equipment**: The market lacks specialized fiberization equipment, relying on high mixers and blending machines that require extensive customization to meet battery material specifications [8] - **Dynamic Assessment**: The Ministry of Industry and Information Technology (MIIT) employs a dynamic assessment mechanism for solid-state battery projects, requiring companies to meet specific production targets by year-end to avoid elimination from funding support [3][26] Additional Important Insights - **Roll Press Machines**: These machines are used to form sheets from powders but face challenges in transitioning from constant to differential rolling speeds and enhancing roller hardness and corrosion resistance [3][10] - **Transfer Equipment**: Various techniques such as thermal transfer, rolling transfer, and 3D printing are used to create ultra-thin electrolyte films between electrodes. 3D printing is still primarily in experimental stages due to lower production efficiency [12][13] - **Gluing Frame Printing**: This technology is essential for maintaining spacing between electrodes in solid-state batteries, with several implementation routes available, including screen printing and 3D printing [14][15] - **Client Base**: The company’s main clients include automotive manufacturers, energy storage companies, and leading battery cell manufacturers, with a significant portion of orders coming from battery cell companies due to their involvement in national projects [25] Conclusion The solid-state battery equipment industry is evolving with various technological challenges and opportunities. The focus on dynamic assessments by regulatory bodies and the need for specialized equipment highlight the competitive landscape and the importance of innovation in this sector.