| 倒计时35天 | | --- | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名： 茹天科技 | | 活动时间： 2025年11月6-8日 | | 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） | | 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ | | 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | | 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 | | 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 | | 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 | 9月30日，中国电气装备电工时代发布1.6GWh储 ...

Core Viewpoint - The article discusses the public tender announcement for the procurement of liquid-cooled battery systems for energy storage by Longyuan Power Group, with an estimated scale of 1360 MWh divided into four lots, including lithium iron phosphate, semi-solid, and sodium-ion batteries [2][3]. Group 1: Project Overview - The project aims to advance the construction of energy storage projects and meet the rapid construction demands by procuring liquid-cooled battery systems [5]. - The estimated procurement capacity is 1360 MWh, divided into four lots: Lot 1 (600 MWh), Lot 2 (700 MWh), Lot 3 (10 MWh), and Lot 4 (50 MWh) [6]. - The delivery period is set for 45 days after the project demand is confirmed [6]. Group 2: Tender Details - Lot 1 and Lot 2 will utilize lithium iron phosphate cells with a minimum single cabin capacity of 5 MWh [6]. - Lot 3 will use semi-solid cells, while Lot 4 will focus on sodium-ion cells, which must match the size of conventional lithium iron phosphate cells [6]. - The contract will be valid until December 31, 2026, with actual procurement based on project construction progress [7]. Group 3: Bidder Qualifications - Bidders must be legally registered independent entities and manufacturers of the battery cells being tendered [8]. - Specific performance requirements include having contracts for at least 200 MWh of lithium iron phosphate equipment for Lots 1 and 2, and 10 MWh for Lots 3 and 4 [8]. Group 4: Tender Process - Interested bidders must register on the National Energy Group's ecological cooperation platform and purchase the tender documents online [10]. - The deadline for submitting bids is set for September 22, 2025, at 10:00 AM [13].

Investment Rating - The report maintains an "Accumulate" rating for the electric equipment industry [1] Core Views - The AIDC (Artificial Intelligence and Data Center) sector is expected to experience significant growth, with humanoid robots being a key catalyst for this expansion, projected to reach mass production in 2025 [1][4] - The report highlights the strong performance of the electric vehicle sector, with a projected annual growth rate of 25% to reach 16 million units sold in 2025 [4][8] - The energy storage market is anticipated to grow by 30%+ in the U.S. due to increasing demand and favorable policy adjustments, with a compound annual growth rate (CAGR) of 30-40% expected from 2025 to 2028 [4][8] Industry Trends - The humanoid robot market is projected to have a potential market size exceeding 15 trillion yuan, with mass production expected to begin in 2025 [4][12] - The electric vehicle market in Europe is showing strong sales growth, with a 41% year-on-year increase in sales for nine countries [4][8] - The energy storage sector is seeing a surge in demand, particularly in emerging markets, with significant growth expected in both residential and commercial storage solutions [4][8] Company Performance - Companies such as Ningde Times, BYD, and Sunshine Power are highlighted as key players with strong growth potential in their respective sectors [4][7] - The report provides detailed financial performance metrics for various companies, indicating revenue growth and profitability trends [7] - Specific recommendations include investing in leading companies in the AIDC supply chain, electric vehicles, and energy storage sectors, emphasizing their competitive advantages and growth trajectories [4][5][7]

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - In the next 1 - 2 weeks, the lithium carbonate market may present a wide - range oscillatory pattern. The upward resistance mainly comes from the insufficient follow - up of the spot market and high inventory pressure, while the downward support stems from raw material - end disturbance risks and the demand expectation for the peak season in September. It is recommended to pay attention to policy changes at the mine end and the restocking rhythm of downstream battery cell enterprises [3]. Summary According to Relevant Catalogs 1. Daily Market Summary a. Analysis of Lithium Carbonate Futures Market Data Changes - On August 21, the main lithium carbonate contract closed at 82,760 yuan/ton, up 2.2% from the previous day, showing signs of a stable rebound. The basis weakened significantly to 540 yuan/ton, with the spot price struggling to follow the increase, indicating a weakening market expectation for the forward price [1]. - The open interest decreased slightly by 1.3% to 390,000 lots, and the trading volume decreased by 7.3% month - on - month. Market sentiment became more cautious, and some funds took profits at high levels and exited [1]. b. Analysis of Industrial Chain Supply - Demand and Inventory Changes - Supply side: The prices of spodumene/mica concentrate remained stable. The suspension of Ningde Times' Yichun mica mine due to the expiration of the mining license may cause regional supply disruptions. Currently, the capacity utilization rate of lithium carbonate remained stable at 63.9%, but raw material suppliers were reluctant to sell due to cost - price inversion, which may suppress the enthusiasm for future lithium salt production [2]. - Demand side: The retail sales of new energy vehicles increased by 9% year - on - year, but the current terminal demand was still in the off - season, and vehicle manufacturers were cautious in stocking. The price of ternary materials rose driven by nickel and cobalt costs, and combined with the fact that the lithium extraction coefficient of manufacturers was linked to the settlement price, it supported the rigid - demand procurement of lithium carbonate. The price of lithium iron phosphate battery cells decreased slightly by 0.2%, and the cost transmission was not fully realized, so the stocking intensity of power battery enterprises was limited [2]. - Inventory and warehouse receipts: The total lithium carbonate inventory decreased slightly by 0.1% month - on - month to 142,300 tons, and the inventory reduction speed was still slow [2]. c. Market Summary - In the short term, lithium carbonate futures may enter a wide - range oscillatory pattern. The upward resistance mainly comes from the insufficient follow - up of the spot market and high inventory pressure, while the downward support comes from raw material - end disturbance risks and the demand expectation for the peak season in September [3]. 2. Industrial Chain Price Monitoring - On August 21, the main lithium carbonate contract was 82,760 yuan/ton, up 2.2% from the previous day; the basis was 540 yuan/ton, down 83.73% from the previous day; the open interest of the main contract was 390,069 lots, down 1.27%; the trading volume of the main contract was 777,827 lots, down 7.28%. The market price of battery - grade lithium carbonate was 83,300 yuan/ton, down 1.19% [5]. - From August 15 to August 21, the capacity utilization rate of lithium carbonate remained unchanged at 63.92%. The lithium carbonate inventory decreased by 0.11% to 142,256 tons [5]. 3. Industry Dynamics and Interpretations a. Spot Market Quotations - On August 21, the SMM battery - grade lithium carbonate index price was 85,224 yuan/ton, down 528 yuan/ton from the previous working day. The price of battery - grade lithium carbonate was in the range of 83,500 - 86,900 yuan/ton, with an average price of 85,200 yuan/ton, down 500 yuan/ton from the previous working day. The price of industrial - grade lithium carbonate was in the range of 82,300 - 83,500 yuan/ton, with an average price of 82,900 yuan/ton, down 500 yuan/ton from the previous working day. The significant correction of the lithium carbonate futures price greatly boosted the procurement and price - fixing enthusiasm of downstream buyers, and the trading volume increased significantly. In the short term, the spot price of lithium carbonate will still remain at a relatively high level [6]. b. Downstream Consumption Situation - From August 1 - 17, the retail sales of the national new energy passenger vehicle market were 502,000 units, up 9% year - on - year and 12% from the same period last month, with a penetration rate of 58.0%. The cumulative retail sales this year were 6.958 million units, up 28% year - on - year. The wholesale volume of the national new energy passenger vehicle market was 474,000 units, up 18% year - on - year and 10% from the same period last month, with a penetration rate of 56.4%. The cumulative wholesale volume this year was 8.108 million units, up 34% year - on - year [6]. c. Industry News - On August 18, Lanxiao Technology won the bid for the adsorption system of the expansion and renovation project for the comprehensive utilization of old brine lithium extraction from the Lop Nur Salt Lake of SDIC Xinjiang Lithium Industry Co., Ltd., with a bid amount of 35.7712 million yuan. The implementation of this project will help the company provide full - life - cycle, one - stop technical optimization and upgrading services, improve its market share and technical control ability in the salt - lake lithium extraction industry, and have a positive impact on the development of its resources and new energy business [7][8]. - On August 15, Ningde Times' Jianxiashan mining area, one of the largest lithium mica mines in Yichun, suspended production due to the expiration of the mining license, which would directly affect the price of lithium carbonate. Yichun local mines mainly mine ceramic soil and tantalum - niobium ore, but the new mining law revision tends to determine the ore type based on actual economic activities. There are a total of eight mines in a similar situation, and local authorities require them to re - apply before September 30 this year [8]. - On August 12, the Lithium Industry Branch of the China Non - Ferrous Metals Industry Association issued an initiative for the healthy development of the lithium industry, calling on the entire industrial chain to jointly resist vicious competition and promote the high - quality development of the lithium industry [9].

Group 1 - The core viewpoint is that the green electricity trading market in Guangxi has seen significant growth since its launch in 2022, with a trading volume of 10.415 billion kWh by June 2023, representing a year-on-year increase of 105.07% [1] - The rapid development of renewable energy is a key driver for the increase in green electricity trading volume, with renewable energy installed capacity reaching 53.29 million kW, a year-on-year growth of 70.7%, accounting for 48.5% of the total installed capacity in Guangxi [1] - The average trading price of green electricity has decreased by 27.15% year-on-year, shifting the market from being policy-driven to demand-driven, with traditional industries and foreign trade enterprises showing increased enthusiasm for green electricity consumption [1] Group 2 - Liu Zhou Guoxuan Battery Co., Ltd. is actively expanding its overseas market by exporting new energy vehicle batteries to countries such as Indonesia, Vietnam, and Thailand [2] - The company has consumed 21.226 million kWh of green electricity, which has helped reduce carbon emissions by 8,584 tons, enhancing its international competitiveness through green electricity consumption [2]

Core Viewpoint - The new national standard for electric vehicle batteries in China aims to enhance safety by implementing stricter requirements, particularly regarding fire and explosion prevention, while acknowledging that no technology can completely eliminate the risk of battery fires [1][2][11]. Group 1: New National Standards - The new standard, GB38031-2025, modifies previous requirements by mandating that batteries must not catch fire or explode, and that smoke must not harm passengers [1][2]. - New testing methods have been introduced, including internal heating tests to simulate harsher conditions, in addition to existing external heating and puncture tests [2][8]. - The new standards also include bottom impact tests and safety tests after fast charging cycles, which battery manufacturers must meet [8][10]. Group 2: Battery Safety and Technology - Achieving safety at the pack level (NTP) is not sufficient; extreme conditions cannot be fully covered by current testing methods, indicating that driver behavior remains crucial for safety [3][4]. - The intrinsic safety of individual battery cells is significant for the overall safety of the battery pack, with safer cell designs contributing to compliance with national safety standards [5][11]. - Material choices, such as using polyimide (PI) for separators instead of polypropylene (PP) or polyethylene (PE), could enhance safety, although cost and commercial viability are challenges [7][12]. Group 3: Industry Implications - The new standards may lead to a reshuffling among battery material suppliers, but many manufacturers already adhere to high standards, minimizing upstream impacts [12]. - The enforcement of the new standards may require stronger penalties to deter potential shortcuts in manufacturing processes, as merely raising standards may not eliminate all risks [13].

Core Viewpoint - The article discusses the upcoming 2025 High-Performance Sodium Battery and Solid-State Battery Technology and Application Summits, highlighting the critical turning point for the global new energy industry in 2025, with significant advancements in battery technology and market demands [2][3]. Group 1: Industry Trends - In 2025, the penetration rate of power batteries is expected to exceed 50%, and the energy storage market's battery shipments are projected to increase by over 60% year-on-year [3]. - Emerging scenarios such as low-altitude economy, humanoid robots, engineering machinery, and medical lithium batteries are driving diverse demands for battery performance, including ultra-fast charging, high discharge rates, long cycle life, and adaptability to extreme environments [3][4]. - The lithium battery industry is facing dual challenges of "technical breakthroughs" and "scenario breakthroughs," with material system iterations and structural design innovations being core directions for companies [3][4]. Group 2: Company Innovations - EVE Energy showcases a comprehensive product matrix covering various scenarios, including light-duty power, passenger vehicles, low-altitude economy, hydrogen energy, and medical applications, emphasizing a "safety first" technology route [5][6]. - Guoxuan High-Tech focuses on "green manufacturing," demonstrating a full-chain product lineup from positive and negative electrode materials to battery systems, with innovations in high-density materials and fast-charging capabilities [10][12]. - Lihua Power emphasizes standardized and high-rate cylindrical battery technology, achieving a 20% reduction in internal resistance through its true tabless structure [16][18]. - Ruipu Lanjun highlights its ultra-high energy density battery for low-altitude flying vehicles, achieving an energy density of 350Wh/kg and supporting a wide temperature range [21][23]. - Xindong Lithium Battery focuses on long-cycle and low-temperature battery technologies, achieving a standard cycle life of over 8,000 times and maintaining energy retention at extreme temperatures [25][27]. - Xinwanda introduces the industry's first supercharging battery for two-wheeled vehicles, capable of charging to 80% in 20 minutes, showcasing advancements in fast-charging technology [29][31]. Group 3: Regulatory Impact - The new national standard for power batteries, set to be implemented in 2026, is expected to accelerate industry reshuffling, enhancing safety standards and promoting upgrades towards high reliability and long life [36].

Core Viewpoint - The article discusses the recent public tender results for energy storage systems and lithium iron phosphate battery cells, highlighting the competitive pricing and participation of various companies in the bidding process [1][3][4]. Group 1: Tender Results - New Fengguang Electronic Technology Co., Ltd. has been shortlisted as a candidate for the energy storage tender, which includes two segments: a 1GWh direct current energy storage system and a 1GWh lithium iron phosphate battery cell [1]. - The direct current side tender has two categories: 5MWh direct current and commercial storage of 261kWh, with an average bid price of 0.39 yuan/Wh and a maximum bid from Kunyu Power and CRRC Zhuzhou Institute [1][3]. - The battery cell tender attracted nine companies, with an average bid price of 0.32 yuan/Wh, and the highest bids were from Ruiyuan Electric and CATL [3][4]. Group 2: Bidder Details - The leading bidders for the direct current side include: - CRRC Zhuzhou Electric Locomotive Research Institute: 428.8 million yuan at 0.43 yuan/Wh - Shandong Electric Times Energy Technology: 368.5 million yuan at 0.37 yuan/Wh - BYD Auto Industry: 408 million yuan at 0.41 yuan/Wh [3]. - For the battery cell segment, notable bidders include: - Guangzhou Penghui Energy: 2.6 billion yuan at 0.26 yuan/Wh - Ningde Times New Energy Technology: 3.4 billion yuan at 0.34 yuan/Wh - Hubei Yiwei Power: 2.8 billion yuan at 0.28 yuan/Wh [4]. Group 3: Upcoming Events - The 13th International Energy Storage Summit and Exhibition (ESIE 2025) is scheduled for April 10-12, 2025, at the Capital International Exhibition Center, covering over 160,000 square meters with participation from over 800 leading companies [6]. - The event will feature more than 500 new product launches and is expected to attract over 200,000 professional visitors, along with 40 thematic forums discussing new opportunities in energy storage [6][8].