11月18日，第十五届高工锂电年会在深圳举行。高工锂电董事长张小飞在会上发表演讲，对行业现状、未来发展等进行分析。 张小飞表示，锂电池产业历经高增长阶段。2010年至2020年，锂电池产量实现从约15GWh到近150GWh的规模增长，而2020年至2030年这十年间预计还将迎 来25倍增长。 高工锂电董事长张小飞图片来源：每经记者孔泽思摄 （文章来源：每日经济新闻） 据现场图文材料，2025年9月，多种锂电池材料环比涨价，预计2026年动力电池、储能电池、六氟磷酸锂、隔膜、电解液等材料价格均可能上涨。张小飞表 示："2026年将新增有效产能700GWh（吉瓦时），现在的有效产能非常紧张。" "2025年非常特别，动力电池出货量将首次突破太瓦时（TWh，1TWh=1000GWh），但行业有效产能依旧不足。预计2025年至2035年，锂电池出货量仍有3 倍增长空间。"张小飞表示。 针对锂电池材料领域，张小飞认为，磷酸铁锂电池在锂电池出货量中的占比将基本保持不变（维持在约75%）。硅基负极材料未来发展空间较大，并将在工 艺和装备领域实现突破，2025年硅基负极材料产能预计超260万吨，到2035年这一数字可能增长超 ...

Summary of the Conference Call for Shida Shenghua Industry Overview - The company operates in the lithium battery materials industry, focusing on lithium hexafluorophosphate (LiPF6), additives, and carbonate solvents, with significant production capacities located in Shandong, Hubei, and Fujian [2][4]. Key Points and Arguments Production Capacity and Growth - Shida Shenghua has a production capacity of 100,000 tons of liquid LiPF6 and 3,000 tons of solid LiPF6, along with 11,000 tons of additives and 736,000 tons of carbonate solvents, which are the main sources of revenue and profit [2][4]. - The company plans to start trial production of 5,000 tons of silicon-based anode materials in Q4 2025, with full-scale production expected in 2026, marking a second growth curve for the company [2][4]. Price Trends - LiPF6 prices have rebounded since late August due to increased downstream demand, reaching approximately 120,000 yuan/ton during the National Day holiday, with expectations for further price increases in Q4 and Q1 of the following year [2][6][15]. - The production cost for liquid LiPF6 is about 54,000 yuan/ton, while solid LiPF6 costs around 57,000 yuan/ton, based on current lithium carbonate prices [2][7]. Market Demand and Supply - The effective national production capacity for LiPF6 is around 315,000 tons, with a demand of approximately 250,000 to 280,000 tons this year, resulting in an industry utilization rate exceeding 80% [8]. - The company anticipates releasing 27,000 to 30,000 tons of LiPF6 production next year, with strong market demand expected to absorb new supply [9]. Customer Base and Sales Strategy - 70% of the LiPF6 produced is used for the company's own 500,000 tons of electrolyte production, with the remaining 30% sold externally, including long-term contracts with major battery manufacturers like CATL and BYD [10][12]. - The company has completed the onboarding process with major domestic battery manufacturers and is accelerating the certification process for remaining clients [10]. Electrolyte Business - The design capacity for electrolytes is 500,000 tons, with expected actual production and sales between 100,000 to 120,000 tons this year, and projected sales of 200,000 to 230,000 tons in 2026 [11]. - The profitability of the electrolyte business primarily comes from the sales of solvents and LiPF6 rather than processing fees, with price adjustments for long-term contracts expected in November [12][17]. Solvent Market Dynamics - The solvent market is currently in a state of low profitability, with prices expected to improve in Q4 due to recent price increases [23]. - The overall solvent demand for 2026 is projected to be between 2.2 to 2.4 million tons, with supply close to 4 million tons, indicating a potential oversupply situation [24]. Future Outlook - The company does not plan to expand production capacity further due to existing idle capacities in the market, which could lead to supply-demand imbalances if other companies also expand [26]. - The silicon-based anode project is expected to release capacity in Q1 2026, with anticipated profits of approximately 100,000 yuan per ton [39]. Additional Important Information - The company has a significant focus on internal raw material supply, which affects actual output levels, with expected shipments of 460,000 to 480,000 tons next year [25]. - The pricing dynamics between long-term and spot contracts are complex, with historical data not fully applicable to the current market cycle [18]. This summary encapsulates the key insights from the conference call, highlighting the company's strategic positioning, market dynamics, and future growth prospects in the lithium battery materials sector.

中化新网讯 11月3日，韩国HS晓星先进材料公司宣布，将投资1.2亿欧元收购优美科集团旗下电池负极 材料子公司Extra Mile Materials NV(EMM)的控股权。根据协议，HS晓星将持有EMM 80%股份，优美科 保留20%股权。此次交易标志着HS晓星正式进军电池材料领域。 晓星公司目前是全球轮胎帘子布、汽车安全带纱线和安全气囊织物的主要生产商，晓星此举瞄准硅基负 极材料领域。电池制造商们认为，硅基负极材料对下一代电池开发至关重要，其能量密度是传统石墨负 极材料的10倍以上。典型案例显示，浦项制铁集团已于2024年11月在韩国浦项永一湾工业区建成年产 550吨的硅负极材料全流程生产装置。 (石景文) ...

中化新网讯 11月3日，韩国HS晓星先进材料公司宣布，将投资1.2亿欧元收购优美科集团旗下电池负极 材料子公司Extra Mile Materials NV(EMM)的控股权。根据协议，HS晓星将持有EMM 80%股份，优美科 保留20%股权。此次交易标志着HS晓星正式进军电池材料领域。 晓星公司目前是全球轮胎帘子布、汽车安全带纱线和安全气囊织物的主要生产商，晓星此举瞄准硅基负 极材料领域。电池制造商们认为，硅基负极材料对下一代电池开发至关重要，其能量密度是传统石墨负 极材料的10倍以上。典型案例显示，浦项制铁集团已于2024年11月在韩国浦项永一湾工业区建成年产 550吨的硅负极材料全流程生产装置。 (石景文) ...

Core Insights - Hangzhou Xingkeyuan New Materials Technology Co., Ltd. has completed tens of millions of yuan in angel financing to advance the mass production of silicon-based anode materials [1] - The company aims to complete the ramp-up of its production line for hundreds of tons of silicon-based anode materials by the end of the year [1] - The core team of the company consists of members from top universities such as Tsinghua, Peking University, and MIT, with extensive experience in nanomaterials and battery technology [1] Industry Context - The new energy sector is experiencing explosive growth, but lithium battery performance issues such as endurance and charging speed are becoming increasingly prominent [1] - Upgrading anode materials is critical to overcoming these performance bottlenecks, as traditional graphite anodes struggle to meet higher performance demands [1] - Silicon-based anodes are viewed as ideal alternatives due to their theoretical capacity far exceeding that of graphite and their ability to significantly enhance charging efficiency [1] Technical Challenges - The commercialization of silicon-based materials faces challenges, particularly the significant volume expansion of silicon during complete lithiation, which can lead to material cracking and affect battery lifespan and performance [2] - The industry recognizes silicon-carbon composite material technology as a solution, but there is no unified standard for production processes and mass production equipment [2] - Xingkeyuan has adopted a differentiated technical approach, leveraging its expertise in ultra-fine nanosilicon to produce products that have already secured multiple orders internationally [2] Production Capabilities - The company has achieved stable mass production and shipment of ultra-fine nanosilicon and nanosilicon powder materials at hundreds of kilograms [2] - A 10,000 square meter facility for producing hundreds of tons is under construction in Qiantang District, which will effectively meet existing customer order deliveries and future R&D needs [2]

Core Insights - The leading company in the prebaked anode industry, Suotong Development Co., Ltd., reported significant growth in its Q3 2025 financial results, with a revenue of 12.762 billion yuan, a year-on-year increase of 28.66%, and a net profit of 654 million yuan, up 201.81% [1] - The domestic electrolytic aluminum production capacity is nearing 45 million tons, creating a tight supply-demand balance, which has positively impacted the pricing of prebaked anodes [1] Financial Performance - For the first three quarters, the company achieved a net cash flow from operating activities of 324 million yuan, reflecting a substantial increase of 1241.51% year-on-year [1] - The company's net profit excluding non-recurring items reached 642 million yuan, marking a remarkable growth of 373.83% compared to the previous year [1] Market Dynamics - The market price of prebaked anodes in East China has risen to 6,500 yuan per ton, representing a 24.05% increase since the beginning of the year, driven by the recovery in global manufacturing and rising demand for electrolytic aluminum [1] Strategic Developments - Suotong Development is enhancing its prebaked anode production capacity and has announced a joint venture with Huayang New Materials Technology Group to establish a production facility and waste heat power generation project [2] - The company has initiated a joint venture with Jili Baikuang Group for a 600,000-ton prebaked anode project, which is expected to contribute positively to its performance [2] Supply Chain Initiatives - The company is working on creating a new collaborative supply chain model in the aluminum carbon industry by forming strategic partnerships with upstream petroleum coke suppliers to ensure quality and supply stability [2] International Expansion - Suotong Development is accelerating its internationalization efforts, becoming a key supplier for Hebei Huatong Cable Group's overseas electrolytic aluminum projects and engaging in discussions for projects in Finland and Indonesia [3] - The company is also advancing its first overseas prebaked anode project in partnership with Emirates Global Aluminium (EGA), aiming to finalize the cooperation agreement by the end of this year [3] Technological Advancements - The company is focusing on the development of solid-state battery materials, collaborating with institutions like Beijing Institute of Technology and Guoxuan High-Tech to enhance its research and development in silicon-carbon anode materials [3]

Core Viewpoint - The article emphasizes the rapid growth of demand for high-energy-density lithium-ion batteries driven by emerging industries such as electric vehicles and AI, highlighting silicon-based anode materials as a key technology for the next generation of batteries [4]. Industry Overview - The global production of pure silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a 76% year-on-year increase [4]. - The commercialization of silicon-carbon anode materials is currently concentrated in cost-sensitive sectors like consumer electronics and power tools, with lower penetration in power battery applications [4]. Market Trends - The market for silicon-based anodes is expected to expand significantly, with production projected to reach 25,300 tons by 2028, reflecting a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. - The demand for silicon-based anodes is driven by increasing requirements for fast charging and extended range in electric vehicles [5]. Challenges and Innovations - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient industry chain collaboration [5]. - There is a pressing need for technological innovation and ecosystem restructuring to overcome these challenges [5]. Upcoming Event - A summit titled "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information, aiming to gather experts and industry representatives to discuss technological trends and industrial challenges [5][6].

Group 1 - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, at the Guangzhou Nansha International Convention Center, with concurrent events including the CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition from November 6-8 [2][7] - Professor Ci Lijie from Harbin Institute of Technology will deliver a speech on the application of silicon-based anode materials in solid-state batteries at the annual conference [2][5] - Shenzhen Solide New Materials Technology Co., Ltd., founded in December 2019 and incubated by Harbin Institute of Technology, focuses on the industrialization of core materials for solid-state batteries, including silicon-based anode precursors and solid-state electrolyte materials [5][6] Group 2 - The company aims to become a benchmark in the solid-state battery materials industry, specifically targeting the supply of core raw materials for solid-state batteries [6] - The event will feature various exhibitors and sponsors, highlighting the growing interest and investment in solid-state battery technology [9]

Core Viewpoint - The article emphasizes the rapid growth of demand for high-energy-density lithium-ion batteries driven by emerging industries such as electric vehicles and AI, highlighting silicon-based anode materials as a key technology for the next generation of batteries [4]. Group 1: Industry Trends - The global production of pure silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a 76% year-on-year increase [4]. - The market for silicon-carbon anode materials is currently concentrated in cost-sensitive sectors like consumer electronics and power tools, with lower penetration in power battery applications [4]. - By 2028, the production of silicon-based anodes is expected to reach 25,300 tons, with a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. Group 2: Challenges and Innovations - The industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient supply chain collaboration [5]. - There is a pressing need for technological innovation and ecosystem restructuring to overcome these challenges [5]. Group 3: Upcoming Events - The "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information, aiming to gather experts and industry representatives to discuss technological trends and industrial challenges [5][6]. - The event will include a company visit and a welcome dinner, exclusively for registered participants [6].

Core Viewpoint - The article discusses the upcoming "2026 Silicon-based Anode and Solid-State Battery Summit" scheduled for November 12-13, 2025, in Shanghai, focusing on advancements in silicon-based anode materials and solid-state battery technologies, which are critical for the next generation of lithium-ion batteries [5][9]. Group 1: Event Details - The summit is organized by Xinluo Information and supported by Shanshan Technology, featuring key speakers from various sectors [6][4]. - The event will include a visit to Shanshan Enterprises and a welcome dinner on November 12, with the main conference taking place on November 13 [10]. Group 2: Industry Context - The global energy transition and low-carbon sustainable development strategies are driving unprecedented demand for high-energy-density, high-safety, and long-lifespan lithium-ion batteries, particularly in emerging industries such as electric vehicles and AI [7]. - Silicon-based anode materials are identified as a key technology to overcome existing battery limitations due to their high theoretical specific capacity [7][9]. Group 3: Market Trends - In the first half of 2025, global production of pure silicon-based anode materials reached 4,396 tons, marking a 76% year-on-year increase [8]. - The market for silicon-based anodes is expected to grow significantly, with a projected production of 25,300 tons by 2028 and a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [9]. Group 4: Challenges and Opportunities - Despite the growth potential, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient industry chain collaboration [9]. - The summit aims to facilitate discussions among experts and industry representatives to address these challenges and accelerate the technological breakthroughs and industrialization processes of silicon-based anodes and solid-state batteries [9].