展会地点： 展馆分布： N1半导体碳材料馆、N2能源与装备碳材料馆 展会名称： Carbontech 2025第九届国际碳材料大会暨产业展览会 展会主题： 材料创新驱动产业变革 展会时间 ： 202 5年12月9-11日 尊敬的各位展商、嘉宾、参会代表、观众、合作单位、媒体及业界朋友们： 您好！ 诚挚欢迎您参加 Carbontech2025第九届国际碳材料大会暨产业展览会 。本届展会以 "材料创新驱动产业变革" 为主线，其中 N1半导体碳材料馆 聚焦金刚 石及超硬材料的最新成果与产业化应用， N2能源与装备碳材料馆 集中展示碳材料在风电、空天、汽车、储氢及电池等战略性领域的应用与创新解决方案。 Carbontech2025将举办 4大应用端大会，以及新品发布、钻石宣讲、供需对接等7大同期活动 。我们诚邀国内外知名学者、技术专家、产业领军企业及创 新团队莅临参与！ 组织机构 名誉主席： 薛群基，中国工程院院士 应用大会： 2025金刚石年会 （金刚石全场景应用拓展 & 材料制造大会、超精密加工与制造大会） 、碳纤维高端装备制造大会、新能源碳材料与电 池大会 同期活动： 新品发布、供需对接、科研成果展示、应用产品 ...

【DT新材料】 获悉，近期， 宁德时代 曾毓群发表公开演讲，分享自己对于电池产业的最新看法，以下为演讲主要内容实录： 2024年，锂电池年出货量就进入了TWh时代。还记得5年前，我预测2025年进入TWh时代，实际上还早了一年。 后TWh时代，中国锂电产业如何发展？我们面临着不少挑战。 行业里真正的创新还远远不够 。很多企业有一些微创新，但更多的是只顾眼前，只想赚点快钱，或是陷入无底线的价格内卷，不愿意在研发和质量上 下功夫。 我们唯一的出路是坚持长期主义，在下一个15年继续推动行业的高质量发展。 具体而言，我们要先认清这个行业的特性与属性，才能看清长期发展的正确路径。在这里，我从三个方面分享我的思考。 第一，锂电属于能源行业，要承担起能源转型的责任。 过去，大部分人认为锂电属于交通行业。现在，"能源消费电气化，电力供应清洁化"的大趋势带来了对电池的全面需求。上周在宜宾，我说新能源产 业迈入了全域增量的时代。 中国新能源汽车渗透率已经超过50%，电动商用车爆发式增长，电动飞机、电动船舶方兴未艾，更不用说数据中心、机器人等新兴产业也创造了新的 需求 。同时新能源比例也越来越高，带来了对储能的强劲需求。 储能是电 ...

Core Points - The article discusses the upcoming Carbontech 2025 International Carbon Materials Conference and Exhibition, focusing on material innovation driving industrial transformation [3] - The event will showcase advancements in carbon materials across various high-end applications, including energy storage and electric vehicles [3][18] - The conference will feature multiple specialized sessions and product launches, emphasizing the latest developments in carbon materials and battery technologies [3][18][21] Event Overview - Event Name: Carbontech 2025 International Carbon Materials Conference and Exhibition [3] - Theme: Material Innovation Driving Industrial Transformation [3] - Date: December 9-11, 2025 [3] - Location: Shanghai New International Expo Center [3] Exhibition Details - Exhibition Halls: N1 for Semiconductor Carbon Materials and N2 for Energy and Equipment Carbon Materials [3] - Exhibits will include various carbon materials such as graphite, silicon-carbon, hard carbon, and carbon fibers, along with production and processing equipment [3] Conference Sessions - The New Energy Carbon Materials and Battery Conference will focus on the preparation and application of carbon materials in battery industries [3][18] - Key topics include advancements in porous carbon, silicon-carbon anodes, and new nano-carbon materials [3][18] Schedule Highlights - December 9: Opening ceremony and expert tours [23] - December 10: Sessions on solid-state battery silicon-based anodes and graphene applications [19][20] - December 11: Discussions on high-end carbon materials and their commercialization [20] Transportation Information - Various transportation options to the venue include taxis, magnetic levitation trains, and public transit [8][9][10] - The venue is accessible via multiple metro lines, ensuring convenient access for attendees [9][10] Registration Fees - Registration fees are set at ¥1200 for corporate or research representatives and ¥800 for students [37] - Payment options include bank transfer and on-site payment methods [37][38]

Core Insights - The article highlights the development of the Interconnected Baodi Binjiang Park in Baoshan, which has transformed from a spare parts warehouse into a hub for high-end new materials, housing numerous innovative enterprises and research institutions [1] Group 1: Industry Development - Baoshan has 170 new material enterprises with a total output value of 144.5 billion yuan in 2024, showcasing the area's focus on enhancing innovation and industrial density [1] - The Wu Song Materials Laboratory, led by academic leaders, is a key research institution focusing on new materials applications in various fields, including energy storage and biomedicine [2] - The introduction of high-level platforms is crucial for Baoshan to strengthen its innovation capabilities and produce leading research outcomes [2] Group 2: Company Initiatives - Shan Hai Hydrogen, founded by a professor from Fudan University, specializes in PEM electrolysis hydrogen production catalysts and membrane electrode manufacturing [3] - The establishment of Shanghai Emi Sanjiang New Materials Technology Co., a joint venture with a Beijing incubator, aims to foster new material startups in Baoshan [4] - The "first invest, then equity" policy in Baoshan provides critical funding for high-potential startups, allowing them to convert investment into equity during market financing [4][5] Group 3: Ecosystem and Collaboration - The park offers flexible leasing policies and free event spaces, enhancing support for resident companies [6] - Baoshan is actively promoting collaboration among enterprises and linking them with Baowu's demands, focusing on application scenarios and research partnerships [6] - The development strategy for Baoshan's new materials industry emphasizes advanced metal materials and aims to capture future trends in mesoporous materials and solid-state batteries [6]

Core Viewpoint - The recent news regarding the failure of the "storage" platform in the photovoltaic sector has led to significant declines in the A-share photovoltaic sector, with major companies experiencing substantial drops in stock prices. The China Photovoltaic Industry Association has refuted these rumors, emphasizing the importance of fair competition and the implementation of "anti-involution" policies to ensure high-quality development in the industry [2][4]. Group 1: Market Reaction - On November 12, the photovoltaic sector saw a sharp decline, with companies like Aters falling over 17% and the photovoltaic ETF dropping more than 4%. Major players such as Tongwei Co. and Longi Green Energy approached their daily limit down [2]. - The China Photovoltaic Industry Association issued a statement urging caution against unverified information and reaffirming its commitment to protecting the interests of the industry and the nation [2][4]. Group 2: Industry Response - JinkoSolar expressed confidence in the "anti-involution" policies and the establishment of the storage platform, acknowledging the need for collaboration among various stakeholders to overcome challenges and promote healthy industry development [2]. - Tongwei Co. also reiterated its support for the "anti-involution" initiative, believing that relevant policies will gradually be implemented [4]. Group 3: Price Trends - Since July, the photovoltaic industry has been undergoing "anti-involution," with silicon material prices gradually rising to cost levels. By the third quarter of 2025, the loss per ton of silicon material has significantly narrowed [4]. - The average price of N-type recycled silicon material increased from 34,700 yuan per ton on July 2 to 53,200 yuan per ton on September 24, marking a price increase of approximately 53% in the third quarter of 2025 [4].

Core Viewpoint - The company is actively investing in its silicon-carbon anode business and is preparing for mass production after successful evaluations by multiple clients [2]. Group 1: Production Capacity - The company has completed the construction of a pilot line for silicon-carbon anodes, with an annual production capacity that meets current client demand [2]. - The company is in the process of planning or constructing a mass production line, with future capacity to be aligned with market development [2]. Group 2: Market Readiness - Existing products have passed evaluations by several clients, indicating readiness to enter the mass production phase [2]. - The company is focused on ensuring that its production capacity can accommodate the incremental demand from clients in the near term [2].

硅碳、电芯、新能源汽车、无人机、人形机器人、工商业储能、超级电容器等企业免费参会！ 转发本文到朋友圈，扫描上方二维码报名即可。 【Carbontech】整理了《碳纳米管重点企业分析——相关产品、经营情况、近期动态》PPT（持续更新），共24页，涵盖16家重点企业。 部分报告内容如下： | | 产品名称 | 量产时间 | 产品特点 | 重点应用领域 | | --- | --- | --- | --- | --- | | 第一代 | 石墨烯号电浆料G8系 | 2015年 | 石墨烯层数为8层,片径为10um,具有优异的导电性和加工性 | 磷酸铁锂正极 | | | | | 能 | | | 第二代 | 碳管复配石墨烯导电浆料G6系 | 2016年 | 石墨烯层数为6-8层, 在为5-10um,与碳纳米管复配形成 | 磷酸铁锂正极 | | | | | 面-线多维导电网络, * 试内 阳 · 时可以改善锂离子电池倍率 | | | | | | 性能 | | | 第三代 | 高纯高导电性细管径导电浆料 | 2017年 | 碳管 a行 为5-15n.n,具有优异的导电性,在三元以及钻酸锂 | 三元正极和磷酸铁 | | | NS ...

Core Viewpoint - The 2025 Qidian Solid-State Battery Industry Annual Conference highlighted the evolution and future of solid-state battery technologies, emphasizing the importance of collaboration among industry leaders to address challenges and explore new opportunities in the sector [2]. Group 1: Industry Trends and Perspectives - The conference gathered over 500 key players from the solid-state battery supply chain and more than 1000 high-level representatives to discuss new trends and opportunities in the industry [2]. - Experts discussed the positioning of semi-solid and solid-state batteries, suggesting that semi-solid batteries may not merely be transitional but could establish a significant market presence due to their safety and energy density advantages [4][5]. - The consensus among experts is that solid-state batteries face significant challenges, particularly regarding the solid electrolyte and interface issues, which are critical for their future commercialization [6][10]. Group 2: Material Systems and Innovations - The discussion revealed that no single material can address all challenges in solid-state battery development, leading to the exploration of composite materials to enhance performance [9]. - Various electrolyte systems, including sulfide, oxide, polymer, and halide, were examined, with each having its strengths and weaknesses, indicating a need for further innovation and modification to improve conductivity and stability [8][11]. - The potential of silicon-carbon anodes was highlighted as a promising solution for enhancing energy density and safety in solid-state batteries, with ongoing research aimed at overcoming existing challenges [10][12]. Group 3: Future Outlook - Experts expressed optimism about the future of solid-state batteries, believing that with continued collaboration and innovation, the industry can overcome current obstacles and achieve significant advancements [12]. - The need for a breakthrough in materials science was emphasized, with hopes for a versatile material that can meet the diverse requirements of solid-state battery applications [9].

Group 1 - The company has a project for an annual production of 1,000 tons of high-energy battery anode materials, primarily focusing on silicon-carbon anode materials [2] - The project is expected to be completed and put into production in the first quarter of 2026 [2]

Core Viewpoint - The restructuring plan for Shanshan Group and its wholly-owned subsidiary, Ningbo Pengze Trading Co., has failed to pass the creditor vote, indicating significant challenges ahead for the companies involved [2][3]. Group 1: Restructuring Details - On November 3, Shanshan Co. announced that the restructuring plan for its controlling shareholder, Shanshan Group, and its subsidiary, Pengze Trading, did not receive approval from creditors [2]. - The restructuring process was initiated due to substantial debt issues, leading to a court ruling for substantive consolidation and restructuring on March 20, 2025 [2]. - A restructuring investment agreement was signed on September 29, involving a consortium of investors aiming to acquire control of 23.36% of Shanshan Co.'s shares through various methods [2]. Group 2: Future Uncertainties - Despite the failure of the restructuring plan, the restructuring manager will continue to advance the process according to relevant laws and regulations [3]. - There remains uncertainty regarding the success of the restructuring for Shanshan Group and Pengze Trading, which may lead to adjustments in shareholder equity and potential changes in company control [3].