T 锂电池智能制造解决方案提供商 总冠名 年会特别赞助 主办单位 协办单位 《》》 G高T锂印 > G高T产研 \族锂申 HAN'S SLE 卡洛维德 激荡十五载 喷望新征程 2025第十五届高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 2025.11.18-20 深圳前海华侨城JW万豪酒店 新电池创新与产业 摘要 新电池创新与产业化核心观点集结，趋势与路径集中释放 专场四 11月19日 (会场一) 中科固能 董事长 吴凡博士 降本提量是产业化的第一道门槛。业界 对硫化物材料的要求很高，我们致力于 不断优化现有材料，为客户提供更多的 材料选择。 博路威 董事长 沈宏伟 干法电极与固态电解质要从实验级走向 GWh 级量产，关键不在单机突破，而在能否同时实 现宽幅、高速与厚度、面密度一致性的辊压能 力。X-Roll负责多级连续成膜，S-Roll通过自 动补偿维持线压力稳定，而 BENDCON 则在大 幅宽下实现分区压力精控，使极片压实密度和 厚度均匀性在高速作业中仍可维持。这组能力 共同构成干法与固态制造的真正工程门槛，也 是当前能够替代等静压、支撑规模化固态电解 质成膜的核心基础。 申菱环境 新能源总经理 ...

Core Viewpoint - The company Tianqi Materials (002709) announced on November 21 that its sulfide solid electrolyte is currently in the pilot test stage, primarily providing kilogram-level samples to downstream battery manufacturers for material technology validation [1] Group 1 - The sulfide solid electrolyte is in the pilot testing phase [1] - The company is supplying kilogram-level samples to downstream battery manufacturers [1] - The company is collaborating with downstream clients for material technology validation [1] Group 2 - The UV glue frame has achieved small batch sales [1]

投资者关系活动记录表 | 证券代码：002709 | 证券简称：天赐材料 | 编号：2025-006 | | --- | --- | --- | | 转债代码：127073 | 转债简称：天赐转债 | | 广州天赐高新材料股份有限公司投资者关系活动记录表 投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 全体投资者 时间 2025 年 11 月 20 日 21:00-21:30 上市公司接待 人员姓名 董事长 徐金富；投资者关系经理 杨凌杰； 投资者关系活动 主要内容介绍 一、本次交流主要内容 1、公司目前电解液及核心原材料的开工率情况？ 答：公司现有电解液产能约 85 万吨，六氟磷酸锂产 能约 11 万吨，随着下游需求特别是储能市场的快速增 长，目前公司电解液、六氟磷酸锂、LiFSI 等核心产品 及材料已基本达到满产状态。 2、公司如何看待近期下游的需求变化以及公司销 量情况？ 答：从四季度销量预测看，2025 年公司电解液全年 销量预计 72 万吨，其中上半年约 31 万吨，下半年约 41 万吨，已超过年初公司制定的 ...

Core Viewpoint - Solid-state batteries exhibit superior performance and have a wide range of applications, with accelerated industrialization processes both domestically and internationally [5]. Group 1: Advantages of Solid-State Batteries - Solid-state batteries have higher energy density and better safety compared to liquid batteries, with energy density expected to reach over 500 Wh/kg [15][11]. - They can operate under extreme conditions without the risk of combustion or explosion due to the use of non-volatile solid electrolytes [15]. - The design of battery cells, modules, and systems is simplified due to the non-flowing nature of solid electrolytes, optimizing the PACK design [15]. Group 2: Solid Electrolyte Technologies - Solid electrolytes are the core component of solid-state batteries, with various technology routes including polymers, oxides, sulfides, and halides, with sulfides being the most widely accepted due to their high ionic conductivity [16][14]. - Each type of solid electrolyte has its advantages and disadvantages, with sulfides offering excellent processing advantages and flexibility [16]. Group 3: Production Challenges - The mass production of solid-state batteries faces challenges such as the interface contact between solid electrolytes and electrodes, as well as the engineering issues related to cost reduction [19][22]. - Key challenges include ensuring the stability of the solid-solid interface and the large-scale preparation of sulfide solid electrolytes, which significantly impact the commercial viability of solid-state batteries [22][19]. Group 4: Domestic and International Industry Landscape - Major domestic battery manufacturers have clarified their technology routes, focusing on sulfide electrolytes and aiming for small-scale production by 2027, with energy density targets around 400 Wh/kg [26][23]. - Internationally, companies in the US and Japan are advancing rapidly, with many planning to achieve large-scale production of solid-state batteries by 2030 [27][25]. - Policies in China are accelerating the development of solid-state batteries, with significant support from government agencies aimed at achieving commercial applications by 2026 [29][31].

Core Viewpoint - Lingge Technology has successfully delivered its sulfide solid electrolyte testing line, with the pilot line currently in the process of delivery [1] Group 1 - The company has made significant progress in its solid-state electrolyte technology, which is crucial for the development of advanced battery solutions [1] - The successful delivery of the testing line indicates the company's commitment to enhancing its production capabilities in the solid-state battery sector [1] - The ongoing delivery of the pilot line suggests that the company is on track to scale up its operations and meet future demand [1]

Core Viewpoint - The company, Enjie Co., Ltd. (002812), is actively engaged in the development and production of semi-solid and all-solid-state battery materials, indicating a strong commitment to advancing battery technology and market expansion [1] Group 1: Semi-Solid Battery Materials - The company has a long-term focus and investment in semi-solid battery materials [1] - Jiangsu Sanhe Battery Material Technology Co., Ltd., a subsidiary, has the capability for mass production of semi-solid battery separators [1] - The company is actively exploring market opportunities in the semi-solid battery sector [1] Group 2: All-Solid-State Battery Materials - Hunan Enjie Frontier New Materials Technology Co., Ltd., another subsidiary, is dedicated to the research and development of high-purity lithium sulfide, sulfide solid electrolytes, and sulfide solid electrolyte membranes [1] - The pilot production line for high-purity lithium sulfide has been established, and a 10-ton production line for solid electrolytes has been launched, demonstrating shipping capabilities [1] - The company plans to continue market expansion and deepen collaboration with customers to promote technological advancements in the industry [1]

Core Viewpoint - Enjie Co., Ltd. is actively developing solid-state battery materials through its subsidiary, Hunan Enjie Frontier New Materials Technology Co., Ltd., focusing on high-purity lithium sulfide and solid electrolyte products [1] Group 1: Company Developments - The company has established a pilot production line for high-purity lithium sulfide, which is now operational [1] - A 10-ton production line for solid electrolytes has been launched, indicating the company's capability for product shipment [1] - Future capacity planning will be aligned with downstream customer demand to ensure a reasonable construction and production schedule [1]

Core Viewpoint - Taihe Technology (300801) is actively developing two types of solid-state electrolytes: oxide and sulfide, utilizing solid-phase reaction technology [1] Company Summary - The company has made strategic investments in both oxide and sulfide solid-state electrolytes [1] - The production process for these products is based on solid-phase reaction technology [1]

Group 1 - The company, Taihe Technology, is focusing on two types of solid electrolytes: oxide and sulfide, utilizing solid-state reaction technology [1]

Group 1 - The company is focusing on two types of solid-state electrolytes: oxide and sulfide [1] - Both types of solid-state electrolytes are developed using solid-phase reaction technology [1]