新周期 新技术 新生态！ 12月19日， 由起点锂电、起点储能、起点研究院SPIR主办的 2025起点用户侧储能及电池技术论坛 （ 同期： 2025 （第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典）在深圳市维纳斯皇家酒店正式举办！现场 800+嘉宾参会，聚焦工 商业储能、便携式储能、户用储能、AIDC储能电池等核心议题，前瞻解析技术突破、破题安全挑战与价值链重构。 在下午的 AIDC数据中心储能及电池技术专场 ， 清陶云能 市场总监 盛健 发表了以《 瓦特和比特 ——AI 时代绿色数据中心的储能电池需求 》为主题的演讲！ 图： 清陶云能 市场总监 盛健 以下为现场演讲内容： 1、 依赖电网供电，碳排放量 " 身不由己 " ； 2、 传统 -48V 供电架构需要经过多级电压的交直流转换，在转换环节损失较多能量，并且带来额外制冷量的需求； 3 、 2N 的供电架构导致大量冗余配置，并且这些配置无法产生收益。 那么这些问题有对应的解决办法吗？其实是有的。在国家发改委、能源局和工信部等发布的各类政策、方案和行动计划中都有详细的描述。 1 、依赖电网问题，可以采用区域协同发展的方式，在比如西部地区等 ...

IPO Pipeline Overview - As of December 14, there are 266 companies in the IPO pipeline, with 18 on the Shanghai Main Board, 36 on the Sci-Tech Innovation Board, 20 on the Shenzhen Main Board, 28 on the Growth Enterprise Market, and 164 on the Beijing Stock Exchange [2] - The total number of companies at various stages includes 11 accepted, 163 under inquiry, 8 approved, 60 suspended, and 24 submitted for registration [3] Newly Listed Companies - During the period from December 8 to December 14, BaiAoSaiTu (Beijing) Pharmaceutical Technology Co., Ltd. was listed on the Sci-Tech Innovation Board with stock code 688796, closing at 65.80 yuan per share, a rise of 146.63%, with a trading volume of 1.671 billion yuan and a turnover rate of 75.80% [4][5] New Counseling Record Companies - A total of 17 companies were newly recorded for counseling from December 8 to December 14, including Shandong Huichuan Precision Technology Co., Ltd. and Si'an New Energy Co., Ltd. [6][7] - Shandong Huichuan specializes in high-end automotive components, particularly air conditioning compressor system parts [8][9] Approval Status of Companies - Seven companies successfully passed the review process from December 8 to December 14, including Guangzhou Huigu New Materials Technology Co., Ltd. and Anhui Linping Circular Development Co., Ltd. [13][14] - Guangzhou Huigu focuses on polymer materials and aims to be a global leader in functional material technology innovation [14] Registration Approval Status - Jiangsu Aisheren Medical Technology Group Co., Ltd. and Shimon Supply Chain Management Co., Ltd. received registration approval during the specified period [17][18] - Jiangsu Aisheren specializes in disposable medical consumables for rehabilitation and medical protection [18] Termination of Review - Two companies, Chuangzheng Electric Co., Ltd. and Harbin Dongsheng Metal Technology (Group) Co., Ltd., withdrew their IPO applications during the period [19][20] - Chuangzheng Electric focuses on explosion-proof solutions and products for industrial electrical fields [20]

| 2026未来产业新材料博览会 | （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能 | | --- | --- | | 源等未来产业共性需求，特设6大展区，其中 | 先进电池与能源材料展区 聚焦 | | 固态电池 | 、钠电池、钙钛矿、液流电池、电容器 等 | | ， 欢迎咨询：18957804107 | | 【DT新材料】 获悉，近日，兴业银行南昌分行联合兴银金融资产投资有限公司完成对 江西赣锋锂电科技股份有限公司 （以下简称"赣锋锂电"）的10亿元人民币 C轮战略投资。 早在今年9月， 赣锋锂业公告称，公司控股子公司 江西赣锋锂电科技股份有限公司 （简称"赣锋锂电"）拟引入投资人，共同对赣锋锂电以货币方式进行增资，增 资价格为3元/1元注册资本， 增资金额合计不超过25亿元 。增资完成后，赣锋锂电仍是公司的控股子公司。 赣锋锂电是国内最早布局固态电池的企业 ，掌握硫化物、氧化物、聚合物三条技术路线，目前已实现半固态电池的规模化量产， 并持续推进全固态电池的技术 突破与产业化进程。 截至2025年6月30日，赣锋锂电资产负债率为68.02% 。在评估基准日2025 年 6 月 30 ...

Core Insights - The "2025 Baodi New Energy and New Materials Industry Development Conference" was held in Tianjin, focusing on innovation and industrial collaboration in the new energy and new materials sector [1][2] - The conference attracted nearly 400 representatives from various sectors, emphasizing the importance of regional high-quality development [1] Group 1: Event Highlights - The event featured product displays from local enterprises, showcasing a full range of products and applications in rare earth functional materials, lithium battery materials, wind energy blades, and solid-state lithium batteries [1] - Key industry leaders, including representatives from Goldwind, BYD, SANY, and Sunshine New Energy, provided forward-looking development suggestions during discussions [1] Group 2: Strategic Collaborations - A strategic cooperation agreement was signed between Nankai University and Baodi District, marking a new phase of resource sharing and complementary advantages [1][2] - Five organizations, including Tianjin Agricultural University and Tianjin Water Science Institute, signed strategic cooperation agreements with Baodi District, highlighting the collaborative efforts in the region [2] Group 3: Investment and Development - A total investment of 5.206 billion yuan was committed through agreements involving 12 carrier units and 20 enterprises, covering areas such as new membrane materials, new insulation materials, and new energy equipment [2] - The Baodi District government emphasized its commitment to high-quality development in the new energy and new materials industry, aiming to create an innovative and open environment for business [2]

Core Insights - Jack Technology Co., Ltd. has launched the AI sewing machine "Ai 10" and humanoid robots, showcasing Taizhou's innovation capabilities in high-end equipment [1] - Taizhou has focused on the development of the real economy, promoting digital and intelligent transformation in manufacturing, resulting in an 8.3% year-on-year growth in industrial output value for the first nine months of the year [1] - The establishment of the first provincial-level low-altitude economy industry fund in Taizhou Bay New Area has attracted over 80 upstream and downstream enterprises for development [1] - The second phase of the 10GWh solid-state lithium battery industrialization project by Qingtai Energy is progressing rapidly in the Chengjiang Industrial Zone of Huangyan Economic Development Zone [1] - The CNC and Intelligent Manufacturing Technology Innovation Center, co-established by Yuhuan City and Tianjin University, has achieved a transformation rate of over 75% for its results [1] - The municipal government emphasizes leveraging the advantages of a vibrant private economy, diverse manufacturing sectors, and numerous listed companies to enhance the quality and resilience of development through practical measures [1]

Core Insights - Jack Technology Co., Ltd. from Taizhou, Zhejiang, recently launched the AI sewing machine "Aitu Ai 10" and humanoid robots, showcasing the city's innovation capabilities in high-end equipment [2] - Taizhou has focused on developing its real economy, promoting digital and intelligent transformation in manufacturing, leading to a solid foundation for the real economy [2] - In the first nine months of this year, Taizhou's industrial output value above designated size increased by 8.3% year-on-year, with high-tech industry investment, manufacturing investment, and industrial technological transformation investment growing by 15.1%, 14.4%, and 24.1% respectively [2] Industry Developments - The Taizhou Bay New Area has established Zhejiang's first provincial-level low-altitude economy industry fund, with over 80 upstream and downstream enterprises gathering for development [2] - The second phase of the 10GWh solid-state lithium battery industrialization project by Qingtai Energy, a major industrial project in Zhejiang, is progressing rapidly in the Chengjiang Industrial Zone of Huangyan Economic Development Zone [2] - The CNC and Intelligent Manufacturing Technology Innovation Center, co-established by Taizhou's Yuhuan City and Tianjin University, has become a model for regional collaborative innovation, with a current achievement transformation rate exceeding 75% [2] Strategic Direction - The Secretary of the Taizhou Municipal Committee, Shen Mingquan, stated that the city will leverage its vibrant private economy, diverse manufacturing sectors, and numerous listed companies to systematically advance the construction of a modern industrial system [2] - The focus will be on intelligent, green, and integrated development, with practical measures aimed at enhancing the quality, efficiency, and resilience of growth [2]

Core Insights - The 2025 (15th) Gaogong Lithium Battery Annual Conference was held in Shenzhen from November 18 to 20, with the theme "Fifteen Years of Innovation, Looking Ahead to New Journeys" [2] - The event gathered over 400 companies and more than 1,200 industry leaders from various segments of the lithium battery supply chain [2] Event Highlights - The conference featured the release of the "2025 China Solid-State Lithium Battery Industry Chain Development Blue Book" by the Gaogong Industry Research Institute (GGII) [4] - The event received significant attention and recognition from lithium battery industry chain enterprises, with participation from over 100 companies including major players like Yiwei Lithium Energy, Haimeixing, and CATL [6]

Core Insights - QuantumScape is developing next-generation lithium-based solid-state batteries for electric vehicles, which promise to enhance safety, longevity, and driving range [3][4] - The company faces significant competition from established players like BYD, Toyota, CATL, and Panasonic, all aiming for commercial production around 2027 [5][6] - QuantumScape's success is heavily reliant on its partnership with Volkswagen, which has invested significantly and collaborates on battery development [7][8] Group 1 - QuantumScape's solid-state batteries can increase driving distance by 15% to 40% compared to current lithium-ion batteries [4] - The competitive landscape includes major automotive and battery manufacturers, indicating a crowded market for solid-state technology [5][6] - Volkswagen's investment and partnership are crucial for QuantumScape's growth and market entry, with a total investment exceeding $200 million [7][8]

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Exhibition will be held from December 9-11, 2025, in Shanghai, focusing on material innovation driving industrial transformation [2] Group 1: Event Overview - The exhibition will cover the entire carbon materials industry chain, featuring high-end communication and cooperation platforms [2] - The N1 Semiconductor Carbon Materials Hall will showcase breakthroughs in diamond and superhard materials for applications in electronic devices, power semiconductors, and high-end processing [2] - The N2 Energy and Equipment Carbon Materials Hall will present innovations in carbon materials for strategic fields such as wind power, aerospace, automotive, hydrogen storage, and batteries [2] Group 2: Opening Ceremony - The opening ceremony will take place on the morning of December 9 at N2C01, gathering over 10 leading companies' chairpersons and industry leaders [9] - Two significant keynote speeches will be delivered during the opening ceremony, focusing on cutting-edge battery materials and technology development, as well as the outlook for the new materials industry in the next five years [10][12] Group 3: Keynote Speakers - Professor Zhang Jiujun from Fuzhou University will present on the latest trends in fossil and renewable energy, covering various battery technologies including solid-state lithium batteries, lithium-sulfur batteries, sodium-ion batteries, and hydrogen fuel cells [10] - Zhang Hailiang, Deputy Director of the Materials Industry Research Institute at the China Electronic Information Industry Development Institute, will analyze opportunities in high-performance composite materials, nanomaterials, and battery materials over the next five years [12] Group 4: Registration Information - Registration fees are set at ¥1200 for corporate or research representatives and ¥800 for students, with on-site fees being higher [15] - Payment methods include bank transfer and Alipay, with specific instructions for filling out registration forms and requesting invoices [15]

Core Insights - The global advanced technology forum on power batteries was successfully held in Yibin, focusing on cutting-edge technological breakthroughs and key challenges in the power battery sector, recognized as a "technical barometer" for global power battery development [1] - The forum attracted over 600 experts and representatives from various sectors, including battery manufacturing, automotive, materials, and research institutions, facilitating in-depth discussions on the latest technological advancements and core issues in next-generation batteries [1] Industry Trends - The competition in the battery industry is shifting from "engineering optimization" to "deep water of technological innovation," with core challenges now centered on breakthroughs in energy density, safety, fast charging performance, and resource constraints [5] - The lithium iron phosphate battery is expected to capture 80% of the market share by 2025, with the penetration rate of new energy vehicles nearing 50% [7] - The demand for batteries is projected to grow fourfold by 2030 and twelvefold by 2035, indicating significant growth potential in the industry [7] Technological Innovations - The oCVD/iCVD technology presented at the forum enhances the structural stability and electrochemical performance of high-nickel ternary battery materials through polymer coating [9] - The development of halide electrolytes shows better compatibility with cathodes compared to sulfides and oxides, but faces challenges in ionic conductivity, cost control, and electrode interface stability [10] - A new approach for solid-state battery interface issues involves "dynamic interface repair with dual ionic conductors," providing a pathway for low-pressure operation [10] Standardization and Engineering Challenges - The solid-state battery technology is becoming a new focus of global industrial competition, yet it still faces multiple challenges in materials, interfaces, and engineering [10] - Engineering challenges for sulfide solid-state batteries include material compatibility, electrolyte film formation, and interface design, necessitating a deep integration of materials, processes, and equipment innovation [11] Knowledge Sharing and Collaboration - A significant report on "Global Patent Analysis and Strategy for Solid-State Batteries" was released, focusing on the role of intellectual property in the development of next-generation batteries [13] - The forum served as a high-end communication platform, promoting deep connections between technological viewpoints and practical experiences, supporting the high-quality development of China's new energy industry [13]