Core Viewpoint - In 2025, the Chinese lithium battery industry will enter a new high-quality development cycle after a deep reshuffle, driven by dual engines of demand from power and energy storage, accelerated globalization, and technological upgrades [1]. Demand-Driven Growth - The total shipment of lithium batteries in China exceeded 1.2 TWh in the first three quarters, a year-on-year increase of 60%, indicating a full release of industry growth momentum [1]. - New energy vehicle production and sales exceeded 11.2 million units from January to September, with exports surging by 89.4%, directly driving power battery shipments to 785 GWh, surpassing the total for 2024 [1]. - The energy storage market also performed well, with shipments of 165 GWh in the first three quarters, a year-on-year increase of 65% [1]. Equipment Sector Challenges - The robust growth in downstream demand and accelerated technological iteration has led to new challenges for lithium battery equipment manufacturers [2]. - Equipment companies face stringent requirements for "high safety, high reliability, high performance, and high value" in the current expansion cycle [2]. - Balancing scalability and flexibility is a significant challenge, as rapid technological advancements increase the risk of obsolescence [2]. - The complexity of processes and stability of yield present dual challenges, especially with the industrialization of solid-state batteries [2]. - The shift from "product export" to "capacity export" requires equipment manufacturers to meet international standards and provide localized support [2]. Innovation by Shangshui Intelligent - Shangshui Intelligent has been a leader in technological innovation in the lithium battery equipment sector, continuously addressing industry pain points through new product launches since 2021 [3][4]. - The company has introduced several innovative solutions, including high-efficiency CNT pulping dispersion systems and dry grinding equipment, to enhance production efficiency and reduce costs [3][4]. 2025 New Product Launch - The 2025 product launch will focus on three core solutions: 1. Battery material production lines to ensure consistent manufacturing quality [5]. 2. Ultra-large capacity electrode manufacturing lines to achieve significant efficiency improvements [6]. 3. Dry electrode and solid-state battery technologies to explore the industrialization path of next-generation technologies [7][8]. Event Details - The product launch event will take place on November 18, 2025, at the JW Marriott Hotel in Shenzhen, featuring discussions on technological breakthroughs and industry collaboration [12].

Core Insights - Shenzhen Qingyan Electronics Technology Co., Ltd. is set to establish China's first 3GWh dry electrode production line in Changzhou, Jiangsu, expected to be completed by mid to late 2025, aiming to demonstrate the feasibility of dry technology and encourage more leading companies to enter the domestic battery industry [1][4] - The dry electrode technology significantly reduces energy consumption and production costs while enhancing electrode energy density and performance, aligning with green manufacturing trends and supporting advancements in solid-state batteries and supercapacitors [4][5] - The company has successfully transitioned from a research-focused entity to a key player in the industry, overcoming technological barriers and achieving international advanced standards in dry electrode production [5][6] Company Development - The company was founded in response to a crisis in the domestic lithium battery industry due to foreign material supply disruptions, leveraging research achievements to establish a production line in Zhaoqing [5] - Initial challenges in production speed and width were addressed through collaboration with domestic equipment manufacturers, leading to the development of an integrated dry electrode forming machine that meets international standards [5][6] - The company has completed the first automotive-grade dry electrode production line in China, establishing a "Shenzhen R&D + external mass production" model [6] Industry Positioning - Shenzhen's comprehensive lithium battery industry chain is crucial for rapid development, allowing for efficient integration of materials, equipment, and testing resources [6] - The company aims to enhance battery safety technology in three directions: high energy density cells, improved system-level safety, and the development of solid-state batteries [6] - The company advocates for leveraging international standards to transform Chinese experiences into global consensus, thereby enhancing the core competitiveness of China's lithium battery industry [6]