12月1日，"闪耀光明 智见未来"中国Al赛道与ESG可持续发展大会在深圳光明区举行。会上罗杰斯2025 投资之夜暨第三届"易董ESG价值评级"颁奖仪式发布了2025年易董"价值100"评级结果，电池材料龙头 企业贝特瑞成功入选，量子基金创始人、国际投资家吉姆·罗杰斯亲临现场发表演讲并为入选企业颁发 奖杯。 经营层面，该公司2024年负极材料出货量达43万吨，约占全球动力电池材料供应量的四分之一。产品方 面，贝特瑞持续推动电池材料创新，今年发布"贝安"固态电池材料整体解决方案，推出"FLEX"半固态 与"GUARD"全固态两大系列，并发布了"全链新生"正负极材料闭环回收解决方案。 在环境目标上，贝特瑞目前已完成范围一、二、三的核算与认证，并承诺2040年实现运营碳中和，2050 年实现全价值链碳中和。据企业自行核算的数据，2024年其绿电使用比例约28%，自建分布式光伏电站 21兆瓦，全年减排约7.06万吨二氧化碳当量。公司表示已对其64款产品完成碳足迹核查。 图：量子基金创始人、国际投资家吉姆·罗杰斯为获奖企业颁奖 贝特瑞表示，将继续加大技术降碳与工艺优化的投入，深化全球化布局中的商业价值与社会责任平衡， ...

Core Viewpoint - The article highlights the launch of Beiterui's solid-state battery material solutions, marking a significant step in the next-generation battery technology field, focusing on high energy density and safety requirements in emerging sectors like electric vehicles and humanoid robots [1][3]. Group 1: Material Innovations - Beiterui has developed a comprehensive material layout for solid-state batteries, including high-nickel cathodes, silicon-based anodes, solid electrolytes, and lithium-carbon composite anodes, aimed at commercializing solid-state battery technology [1][2]. - The Beian FLEX series features high-nickel cathode materials that reduce resistance by 6% compared to equivalent nickel-content ternary materials, while the silicon-based anode achieves a capacity of 2300 mAh/g, enhancing both capacity and safety [2]. - The electrolyte combines polymer and oxide electrolytes, improving performance at low temperatures and enhancing safety by 80% in puncture tests [2]. Group 2: Strategic Positioning - Beiterui is transitioning from a single battery material supplier to a comprehensive battery material solution provider, focusing on innovation to promote the adoption of next-generation batteries, including lithium-ion, solid-state, and sodium-ion batteries [3][4]. - The company aims to become a key player in the solid-state battery industry by building a full-chain technical capability covering cathodes, anodes, and electrolytes, thus creating technological barriers in critical material areas [4]. Group 3: Market Outlook - Industry forecasts predict that global solid-state battery demand will reach 500 GWh by 2035, with a compound annual growth rate of 30%, presenting a significant market opportunity [4]. - Major clients such as CATL, BYD, and Panasonic are accelerating their solid-state battery strategies, and Beiterui's integrated production capabilities in cathodes, anodes, and electrolytes position it favorably in the market [4].