Group 1: Industry Overview - The 2025 Lithium Battery Golden Ding Award aims to encourage innovation and recognize outstanding contributions in the lithium battery industry, with over 100 leading companies participating [2] - The award is supported by more than 100 industry experts, entrepreneurs, research institutions, and financial media [2] Group 2: Company Highlights - Qinghai Pengcheng Infinite New Energy Co., Ltd. - Established in 2023, the company focuses on new energy storage, electric vehicles, and green industries, integrating R&D, manufacturing, product sales, investment development, and intelligent operation [2] - The company has received multiple awards, including being in the top 5 for DC-side energy storage system shipments in 2024 and recognized as a new rising enterprise in energy storage [4] - The company has developed various battery cells with capacities of 280Ah, 314Ah, and 587Ah, featuring long life, high safety, and efficiency [4] Group 3: Company Highlights - BASF Sanyuan - BASF Sanyuan, a joint venture established in 2021, specializes in battery materials, including cathode materials and precursors, with an annual production capacity of approximately 100,000 tons [9] - The company has a strong R&D focus, collaborating with institutions like Central South University and the Chinese Academy of Sciences to drive innovation [10] Group 4: Company Highlights - Shenzhen Shangshui Intelligent Co., Ltd. - Founded in 2012, the company provides advanced material processing and intelligent manufacturing solutions, with a focus on lithium battery equipment [18] - The company has developed a "high-efficiency pulping system" that addresses industry challenges and has received international patents [19] Group 5: Company Highlights - Jiangsu Housheng New Energy Technology Co., Ltd. - Established in November 2017, the company specializes in porous membranes and functional coatings for lithium-ion batteries, with a planned total investment exceeding 15 billion yuan [26] - The company has a production capacity of approximately 2 billion square meters by 2024, with clients including CATL and BYD [28] Group 6: Company Highlights - Shenzhen Chengjie Intelligent Equipment Co., Ltd. - Founded in 2003, the company specializes in manufacturing fully automated equipment for lithium batteries, with a monthly production capacity of over 230 units [33] - The company has a strong export presence, reaching 16 countries, primarily in Japan and South Korea [33] Group 7: Company Highlights - Shanghai Pylon Energy Technology Co., Ltd. - Established in 2009 and listed in 2020, the company provides comprehensive battery system solutions, covering materials, cells, BMS, EMS, and PCS [38] - The company has a production capacity of 8GWh for soft-pack lithium batteries and is expanding its manufacturing capabilities [40] Group 8: Company Highlights - Jiangxi Ganfeng Lithium Battery Technology Co., Ltd. - A subsidiary of Ganfeng Lithium, the company focuses on innovative lithium battery solutions and has established multiple production and R&D bases across China [80] - The company aims to lead in high-safety, long-cycle lithium battery technology and has developed a 10MWh energy storage system [81] Group 9: Company Highlights - Yantai Lihua Power Technology Co., Ltd. - The company focuses on the development and production of 46 series cylindrical batteries, with a total production capacity of 25GWh [86] - The company has a strong R&D team and has achieved significant advancements in energy density, safety, and longevity [88] Group 10: Company Highlights - Enjie Co., Ltd. - Founded in 1996 and listed in 2016, the company is a leading provider of lithium battery separator solutions, with a comprehensive product matrix [92] - The company has established a global supply chain and is recognized for its innovative products, including a 5μm ultra-thin separator [94]

Core Viewpoint - The article highlights the upcoming 2025 Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, emphasizing the importance of new technologies and collaborative ecosystems in the battery industry [2]. Event Details - The event will take place on November 8, 2025, at the Guangzhou Nansha International Convention Center, with related exhibitions occurring from November 6 to 8 [2]. - BASF Shanshan Battery Materials Co., Ltd. will participate, with Dr. Xia Xin, the CTO, delivering a speech on the challenges and solutions in developing solid-state battery cathode materials [2]. Guest Profile - Dr. Xia Xin has over ten years of research experience in new energy and secondary battery systems, with expertise in lithium-ion battery materials and electrolytes [5]. - He has published 18 papers in authoritative international journals and holds 18 international patents and over 30 domestic patents [5]. - Dr. Xia graduated with a master's degree from the Chinese Academy of Sciences and obtained his Ph.D. in Canada, working under notable figures in the battery materials field [5]. Company Overview - BASF Shanshan is a joint venture established in 2021, with BASF holding a 51% stake and Shanshan holding 49% [7]. - The company specializes in the research and production of battery cathode materials, including various types of lithium and sodium battery materials, with an annual production capacity of approximately 100,000 tons [7]. - BASF Shanshan has a comprehensive industrial chain that includes raw materials, precursor materials, and battery recycling initiatives [7]. Research and Development - The company boasts a leading research and development center for battery materials, which is the only one of its kind for BASF in China [8]. - The research institute collaborates with academic institutions and leverages global resources to innovate and commercialize new products [8]. - BASF Shanshan aims to create new chemical functions for cathode materials while pursuing sustainable development [8].

Group 1 - The EU plans to impose new requirements on Chinese companies investing in its market, including the use of more EU goods and labor, as well as technology transfer, which contrasts with the principles of free trade [1][3] - Over 70% of global power battery production capacity is controlled by Chinese companies, while European manufacturers are facing bankruptcy, highlighting the competitive challenges Europe is experiencing [3] - The EU's decision reflects a shift towards administrative measures to compel foreign companies to transfer technology, which may lead to short-term satisfaction but could undermine long-term market stability and trust [3][5] Group 2 - The EU's actions may be perceived as an "unstable factor" by international investors, potentially deterring foreign investment due to concerns over arbitrary regulatory changes [5] - The recent takeover of a semiconductor company in the Netherlands under the guise of "national security" illustrates a troubling trend where security concerns are used to justify aggressive market interventions [5] - While the EU's measures may temporarily benefit local companies, such protectionism could ultimately hinder innovation and market vitality in Europe [5][7] Group 3 - A closed market that restricts foreign investment could lead to a decline in competitiveness for local companies, as they miss out on international technological advancements [7] - The EU's approach risks repeating the mistakes of the past, as seen in the U.S. trade policies that led to unexpected economic disruptions [7] - Emphasizing open cooperation and technology sharing is essential for sustainable development, and failure to recognize this could result in Europe losing important trade partners and becoming marginalized in the global economy [7]

固态电池行业金鼎奖 由起点固态电池、起点研究院SPIR 联合推出的2025中国固态电池行业金鼎 奖评选活动正在进行，经组委会确认， 巴斯夫杉杉 已报名2025中国固态电池行 业金鼎奖，参选项目为" 2025中国全固态电池材料技术创新奖 "。 1 参选企业介绍 巴斯夫杉杉电池材料有限公司 是巴斯夫和杉杉在 2021年共同成立的合资企业（巴 斯夫持股 51%，杉杉持股 49%），对于电池材料的研发和生产可追溯到2003年， 主要产品是 电池正极材料（比如三元、钴酸锂、固态电池材料、锰酸锂、富锂锰和 钠电）及前驱体 ，广泛应用于电动汽车和消费电子行业等领域，是领先的电池正极 材料供应商之一。 2 金鼎奖介绍 评选背景： 为了鼓励 固态电池 行业创新发展，表彰为 固态电池行业做出突出贡献 的领先和创新企业 ，起点 固态电池 、 起点研究院 SPIR 联合国内外超过 100+行 业技术专家、企业家、研究机构和财经媒体等推出 2025 中国固态电池行业金鼎奖 评选 。 参选企业要求： 在 固态电池产业链相关上下游的领先和创新企业，参加评选企业需 提交报名表格给主办方。 金鼎 奖评选流程： 评选企业通过企业自荐 /起点 固 ...

Core Points - The meeting between Ambassador Wang Tongqing and Finland's new Minister of Economic Affairs, Puisto, focused on enhancing cooperation in economic technology, investment, and technological innovation between China and Finland [1] - Both parties acknowledged the close economic and technological exchanges over the past 75 years since the establishment of diplomatic relations, highlighting the fruitful cooperation [1] - The joint release of the "Joint Work Plan" during President Stubb's visit to China last October serves as a significant opportunity to deepen green development and enhance technological innovation [1] - China expresses willingness to expand practical cooperation with Finland, aiming to develop a new type of cooperative partnership for the future [1] - Finland recognizes China as one of its largest and most important economic partners, with long-term exchanges and cooperation in relevant fields [1] - The construction of the battery cathode material plant by Ascend Finland in Kotka, which began in April, is cited as an example of practical cooperation between the two countries [1] - Finland is committed to working with China to continuously promote the in-depth development of practical cooperation [1]

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a positive outlook for the industry [2]. Core Insights - The new materials sector has shown an upward trend, with the new materials index increasing by 1.37%, although it underperformed compared to the ChiNext index, which rose by 1.81% [2]. - The report highlights the implementation of "anti-involution" policies in the new energy vehicle industry, which are expected to enhance the profitability of companies within the supply chain [4]. - The forecast for new energy vehicle sales in 2025 is projected to reach 16 million units, representing a year-on-year growth of 24.26%, indicating sustained growth in the industry [4]. Market Performance - The new materials sector experienced a weekly increase, with notable performances in various sub-sectors: synthetic biology index up by 4.18%, semiconductor materials up by 0.81%, electronic chemicals up by 1.10%, biodegradable plastics up by 1.74%, industrial gases up by 3.16%, and battery chemicals up by 1.45% [2][16]. - The overall market performance for the week (July 14-18, 2025) showed the CSI 300 index rising by 1.09%, the Shanghai Composite Index by 0.69%, and the ChiNext index by 3.17% [12]. Price Tracking - The report provides a weekly price tracking of various chemical products, including amino acids, biodegradable plastics, industrial gases, and vitamins, indicating stable prices for many products with slight fluctuations [3][11]. - For instance, the price of valine is reported at 14,400 RMB/ton with a weekly increase of 0.35%, while arginine is at 24,500 RMB/ton with a decrease of 2.00% [3]. Investment Recommendations - The report suggests focusing on companies such as Jun Ding Da, Times New Materials, Prit, and Nanjing Julong, which are expected to benefit from the favorable policies and market conditions [5].

Core Viewpoint - The recent adjustments to the "China's Prohibited and Restricted Export Technology Directory" reflect the evolving landscape of technology development in China, aiming to enhance national economic security and promote international economic and technological cooperation [2][4]. Summary by Sections Prohibited Export Section - The adjustment has removed one entry related to traditional Chinese architectural technology from the prohibited export list [6]. Restricted Export Section - **Construction and Decoration Industry**: - Two entries have been deleted: traditional Chinese architectural technology and building environment control technology [6]. - **Chemical Raw Materials and Chemical Products Manufacturing**: - A new restricted entry has been added for battery cathode material preparation technology, which includes: - Lithium iron phosphate preparation technology with specific chemical formula and performance criteria [6][7]. - Lithium manganese iron phosphate preparation technology with defined performance metrics [7]. - Phosphate-based cathode raw material preparation technology with strict specifications [7]. - **Non-ferrous Metal Smelting and Rolling Industry**: - The control points for non-ferrous metal metallurgy technology have been modified to include new lithium extraction technologies from spodumene, such as: - Lithium carbonate production technology and lithium hydroxide production technology [6][7]. - Additional control points for lithium purification and production processes have been introduced [7]. Purpose of Adjustments - The adjustments are intended to align with the changes in China's technological development and to improve the management of technology trade, thereby safeguarding national economic interests [4][5].

Core Viewpoint - The article discusses the recent adjustments made by the Ministry of Commerce and the Ministry of Science and Technology to the "Catalog of Technologies Prohibited or Restricted from Exporting in China," particularly focusing on dual-use technologies and their implications for the new materials and emerging technologies sector [1][2]. Summary by Relevant Sections Adjustments to Export Control Catalog - On July 15, the Ministry of Commerce and the Ministry of Science and Technology announced adjustments to the export control catalog, specifically including dual-use technologies [1]. - The adjustments follow a public consultation that began on January 2, where significant deletions and refinements were made to the catalog, particularly in the chemical raw materials and chemical products manufacturing sector [2]. Key Changes in Battery Materials - The revised catalog now includes specific control points for battery cathode material preparation technologies, particularly lithium iron phosphate and lithium manganese iron phosphate, due to their increasing application in sensitive fields [2]. - The control points for lithium iron phosphate preparation technology now require: - A powder compact density of ≥2.38g/cc at 220MPa (down from 300MPa in the earlier version) - A first-cycle coulombic efficiency of ≥95% - A discharge capacity of ≥155mAh/g at 0.1C [2][7]. - For lithium manganese iron phosphate, the requirements include: - A powder compact density of ≥2.38g/cc at 220MPa - A first-cycle coulombic efficiency of ≥95% - A discharge capacity of ≥155mAh/g at 0.1C and an average voltage of ≥3.85V [2][7]. New and Modified Technologies - The article lists newly added or modified technologies in the new materials and emerging technologies sector, including: - Non-metallic mineral products manufacturing technologies - High-temperature alloy production technologies - Rare earth extraction and processing technologies [4][5][6]. - Specific technologies related to battery materials and their preparation processes have been highlighted, indicating a focus on enhancing the control over sensitive technologies [4][5][6]. Implications for Industry - The adjustments in the export control catalog are expected to impact the new materials and emerging technologies sector significantly, particularly in the areas of battery technology and rare earth materials [2][4]. - Companies involved in the production of these materials may need to adapt their processes to comply with the new regulations, which could affect their operational strategies and market positioning [2][4].

Core Viewpoint - Recently, Wenkang New Energy (688779.SH) won a first-instance lawsuit, with the court ruling to terminate the lithium carbonate procurement framework agreement and ordering the defendants to return a prepayment of 122 million yuan and pay part of the penalty, totaling 181 million yuan involved in the case [1] Group 1: Legal Proceedings and Financial Implications - The court ruled that the defendants, including individuals Nan Jinxie, Nan Dongdong, and Nan Tian, are responsible for repaying the debts [1][5] - Wenkang New Energy's subsidiary Longyuan Lithium Technology and Jinch Energy had signed an agreement with Zhizun Lithium Industry to supply no less than 24,000 tons of battery-grade lithium carbonate in 2024, with a prepayment of 500 million yuan already made [2] - The lawsuit was initiated due to Zhizun Group's breach of contract, which began in the second half of 2024, leading to Wenkang New Energy's financial losses of 508 million yuan in 2024, a year-on-year increase in losses of 307.8% [3][4] Group 2: Creditworthiness and Market Conditions - The credit situation of Zhizun Lithium Industry has deteriorated significantly, with multiple instances of contract disputes, asset freezes, and being listed as a dishonest executor [7] - The decline in lithium prices and production issues have contributed to Zhizun Lithium's credit collapse, with the price dropping to around 70,000 yuan per ton by the end of 2024 [7] - Wenkang New Energy has secured a preferential right to recover funds from the equity disposal of two companies under Jiangxi Zhongke Lithium Industry, indicating a more favorable position compared to other creditors [7]

Group 1 - The Chinese government has added a new restricted technology item to the "Catalog of Technologies Prohibited from Export," specifically targeting battery cathode material preparation technology, which includes lithium iron phosphate preparation technology, lithium manganese iron phosphate preparation technology, and phosphate cathode raw material preparation technology [1] - The Ministry of Industry and Information Technology is soliciting opinions on the revision of the "Safety Technical Specifications for Mobile Power Supplies," aiming to establish stricter technical standards for mobile power supplies, including power banks [1] - Nvidia will resume the supply of H20 chips to China, primarily selling from existing inventory, which will not affect the supply of the new B series special chips [1] Group 2 - The State Administration for Market Regulation has held a meeting to enhance regulatory enforcement in the live e-commerce sector, aiming to address prominent issues within the industry [1] - The 11th batch of national drug procurement has commenced, adhering to the principle of "collective procurement for non-new drugs, and new drugs not included in collective procurement," with a scientific selection of procurement varieties [1] - China Galaxy expects a net profit of 6.4 billion to 6.8 billion yuan for the first half of the year, representing a year-on-year growth of 45% to 55% [1] - Geely Holding has officially signed a merger agreement between Geely Auto and Zeekr Technology [1] - Pop Mart anticipates a year-on-year profit increase of no less than 350% for the first half of the year [1] - Zhongji Xuchuang expects a year-on-year net profit increase of 53% to 87% for the half-year period [1]