2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 时间： 2025年12月18-19日 地点：深圳 活动背景及意义 一 电池方面： 1）2025年初，宝马宣布大圆柱电池2026年即将装车，引发行业加速布局46系大圆柱电池热潮；2）2025年3月，工信部发布《电动 汽车用动力蓄电池安全要求》（GB38031—2025）（新国标），引发行业对动力电池性能广发讨论；3）多家企业2025年全极耳圆柱电池已开始 量产，全极耳的高倍率、长寿命优势未来有望广泛应用在新能源汽车、电动工具、电动两轮车、智能家居等领域；4）固态电池其高安全性、高能 量密度优势，被誉为下一代新型电池，2025年热度持续维持在高位； 储能方面： 1）2025国家取消强制配储政策，引发业内对储能电池未来需求的担忧；2）314Ah逐步替代280Ah成为主流电芯，同时宁德时代、 亿纬锂能、海辰储能等企业发布500Ah以上容量电芯，储能电芯逐步往大容量趋势发展；3）2025年美国加征关税政策，对全球储能行业造成一 定冲击； 低空经济、人形机器人等新兴应用场景： 2025年年初宇树机器人在春晚的 ...

2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 时间： 2025年12月18-19日 地点：深圳 活动背景及意义 一 电池方面： 1）2025年初，宝马宣布大圆柱电池2026年即将装车，引发行业加速布局46系大圆柱电池热潮；2）2025年3月，工信部发布《电动 汽车用动力蓄电池安全要求》（GB38031—2025）（新国标），引发行业对动力电池性能广发讨论；3）多家企业2025年全极耳圆柱电池已开始 量产，全极耳的高倍率、长寿命优势未来有望广泛应用在新能源汽车、电动工具、电动两轮车、智能家居等领域；4）固态电池其高安全性、高能 量密度优势，被誉为下一代新型电池，2025年热度持续维持在高位； 储能方面： 1）2025国家取消强制配储政策，引发业内对储能电池未来需求的担忧；2）314Ah逐步替代280Ah成为主流电芯，同时宁德时代、 亿纬锂能、海辰储能等企业发布500Ah以上容量电芯，储能电芯逐步往大容量趋势发展；3）2025年美国加征关税政策，对全球储能行业造成一 定冲击； 低空经济、人形机器人等新兴应用场景： 2025年年初宇树机器人在春晚的 ...

活动背景及意义 一 电池方面： 1）2025年初，宝马宣布大圆柱电池2026年即将装车，引发行业加速布局46系大圆柱电池热潮；2）2025年3月，工信部发布《电动 汽车用动力蓄电池安全要求》（GB38031—2025）（新国标），引发行业对动力电池性能广发讨论；3）多家企业2025年全极耳圆柱电池已开始 量产，全极耳的高倍率、长寿命优势未来有望广泛应用在新能源汽车、电动工具、电动两轮车、智能家居等领域；4）固态电池其高安全性、高能 量密度优势，被誉为下一代新型电池，2025年热度持续维持在高位； 储能方面： 1）2025国家取消强制配储政策，引发业内对储能电池未来需求的担忧；2）314Ah逐步替代280Ah成为主流电芯，同时宁德时代、 亿纬锂能、海辰储能等企业发布500Ah以上容量电芯，储能电芯逐步往大容量趋势发展；3）2025年美国加征关税政策，对全球储能行业造成一 定冲击； 低空经济、人形机器人等新兴应用场景： 2025年年初宇树机器人在春晚的登台，带动人形机器人火爆出圈，人形机器人用电池成为各家电池企业 争相布局新方向；各地低空经济政策频出，引导加速发展eVTOL行业； 2025（第十届）起点锂电行业年 ...

Core Insights - The intrinsic safety and all-scenario application of power batteries are becoming focal points in the global new energy industry, especially in emerging fields like eVTOL and humanoid robots, where battery safety has evolved from a basic requirement to a decisive factor for industry development [2]. Industry Events - The 2025 Gaogong Lithium Battery Annual Conference and 15th Anniversary Celebration will be held from November 18 to 20 at the JW Marriott Hotel in Qianhai, Shenzhen [3]. - Dr. Jiang Weiran, Vice President of R&D and Overseas Business at Funeng Technology, has confirmed attendance and will share insights on soft-pack battery technology at the conference [4]. Company Developments - Funeng Technology, a leader in soft-pack batteries, has developed battery solutions covering high-end passenger vehicles, eVTOL, and robotics, leveraging the unique advantages of soft-pack batteries [6]. - In the low-altitude economy sector, Funeng has mass-produced a 285Wh/kg eVTOL battery that has undergone over 10,000 flight cycle tests and has received FAA aviation safety certification. The battery has demonstrated safety in 100% SOC puncture tests, showing no smoke, fire, or explosion [6]. - Funeng Technology is pursuing a dual development strategy for solid-state battery technology, focusing on both all-solid and semi-solid state batteries [7]. - The company has reported progress in developing all-solid-state batteries with an energy density of 400-500Wh/kg, with plans to deliver small batches of 60Ah sulfide all-solid-state batteries to strategic partners by the end of 2025. Funeng is one of the early domestic companies to initiate research in the oxide/polymer system, adhering to a high-nickel ternary positive electrode route and enhancing energy density through negative electrode mixing technology [8]. Conference Highlights - Attendees can look forward to Dr. Jiang Weiran's presentation at the Gaogong Lithium Battery Annual Conference, which will explore future paths for innovation in power battery technology. The event will also feature a 15th Anniversary Celebration, the Gaogong Golden Ball Award ceremony, the release of a blue paper, and special sessions focused on core industry topics, providing a platform for in-depth communication and collaboration among participants [9].

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Qidian Golden Ding Award Ceremony aims to address breakthroughs in lithium battery technologies such as large cylindrical batteries, full-tab batteries, and solid-state batteries, while also highlighting ongoing industry challenges like battery yield and equipment issues [2][3]. Event Background and Significance - In early 2025, BMW announced the upcoming installation of large cylindrical batteries in 2026, sparking a trend in the industry towards 46 series large cylindrical batteries [1] - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, prompting discussions on battery performance [1] - Several companies have begun mass production of full-tab cylindrical batteries, which are expected to find applications in various sectors including electric vehicles and smart homes [1] - Solid-state batteries are gaining attention for their high safety and energy density, maintaining high interest levels in 2025 [1] - The cancellation of mandatory storage policies by the government has raised concerns about future demand for storage batteries [1] - The U.S. tariff policies are impacting the global storage industry [1] Event Theme and Structure - The event is themed "New Cycle, New Technology, New Ecology" and will take place from December 17-19, 2025, in Shenzhen [2] - The event will feature over 2000 attendees and 30000 online viewers, with multiple forums and discussions on key industry topics [3] Highlights of the Event - The conference will gather industry leaders and new entrants, with over 60 prominent speakers discussing core issues and technological breakthroughs [3] - The 10th Qidian Golden Ding Award will be held concurrently to recognize outstanding contributions to the lithium battery industry [3] - The event will include over 50 exhibitors covering the entire lithium battery supply chain [3] Specialized Sessions and Topics - The agenda includes specialized sessions focusing on cylindrical battery technology, soft-pack batteries, new materials, and storage battery technologies [5][6] - Key topics will cover advancements in fast-charging technologies, energy density improvements, and safety innovations [5][6] Golden Ding Award Overview - The Golden Ding Award aims to encourage innovation in the lithium battery industry and recognize outstanding brands and contributions [7] - The award selection process includes initial assessments and final evaluations leading up to the award ceremony on December 19, 2025 [8] Registration and Participation - Registration for the event is priced at 2888 yuan per person, which includes access to all sessions, meals, and industry white papers [9]

Company and Industry Summary Company Overview - The company is Zhuhai Guanyu, which has recently achieved significant revenue growth, marking its first quarterly revenue exceeding 10 billion yuan in Q3 2025, with a net profit range of 250 million to 300 million yuan [2][3]. Key Points Industry and Market Performance - The company operates in the battery manufacturing industry, focusing on various sectors including consumer electronics, electric vehicles, and drones [2][9]. - The company has maintained a stable position in the notebook battery market and anticipates significant growth in the smartphone battery market, particularly with new steel shell products [2][6]. Revenue Growth and Challenges - Since its IPO in 2021, the company faced a prolonged period of revenue stagnation, with revenue growth from 10.3 billion yuan in 2021 to 11.5 billion yuan in 2024, indicating a slow growth trajectory [4]. - The company has prioritized quality revenue growth as a strategic issue and has increased investment in technology innovation and R&D, focusing on high-silicon ratio silicon-carbon anodes, steel shell batteries, and semi-solid batteries [2][4][5]. Technological Innovations - Significant advancements have been made in small battery technology for consumer electronics, with a 40% market share in the drone sector and over 200% year-on-year growth in agricultural drone shipments [7][9]. - The company plans to expand its steel shell production line to achieve an annual production capacity of 80 million units by the end of next year, eventually reaching 100 million units [4][18]. Future Outlook - The demand from Korean clients is expected to increase fivefold in 2026 compared to 2025, which is crucial for the company's growth strategy [12]. - The North American smartphone market is projected to demand between 80 million to 100 million smartphone batteries in 2026, significantly higher than previous expectations [16]. Financial Performance and Projections - The company aims to achieve a revenue target of 17 billion yuan by 2026, driven by existing customer share increases and new emerging markets [14][15]. - Despite challenges such as rising cobalt prices, the company has managed to mitigate short-term impacts through inventory management [8]. New Business Ventures - The company is actively exploring new business areas, including electric vehicles and drones, and has established partnerships with major North American companies like Google and Microsoft for wearable technology [9][16]. - The agricultural drone battery market is expected to continue its growth trajectory, with a stable demand outlook due to the consumable nature of the products [26]. Cost Management and Profitability - The company has invested heavily in R&D, which is beginning to yield returns, particularly in the consumer electronics sector [7][22]. - The gross margin and net profit margin are expected to improve as production scales up, particularly in the smartphone market where significant investments have been made [22][23]. Currency Impact - Currency fluctuations have negatively impacted profits, similar to previous years, with estimated losses in the tens of millions of yuan [25]. Conclusion - Overall, Zhuhai Guanyu is positioned for growth in the battery manufacturing industry, with strategic investments in technology and market expansion. The company is addressing past challenges and is optimistic about future revenue streams from emerging markets and technological advancements.

Group 1 - Hema Neighbors will cease operations on October 4, 2023, with a focus shifting to Hema "Fresh + NB" business model, planning to open nearly 100 new stores within the fiscal year, increasing total stores to over 500 [2] - Pop Mart has intercepted nearly 10 million counterfeit goods this year, with 1.83 million items intercepted by customs in China from January to mid-August, involving 237 batches destined for 61 countries [3] - Shenzhen government has optimized real estate policies, allowing residents to purchase unlimited properties in multiple districts and adjusting personal housing loan policies, effective from September 6, 2025 [4][5] Group 2 - China State Construction announced the acquisition of a 50.5% stake in a Shanghai real estate project for approximately 73.41 billion yuan, enhancing its market influence in Shanghai [6] - Muyuan Foods reported a 12.3% year-on-year decline in sales revenue from live pigs in August, totaling 11.85 billion yuan, with a sales volume of 7.001 million pigs [7] - Zhuhai Guanyu has begun mass production of semi-solid batteries and is actively engaging in solid-state battery development, gaining recognition from multiple clients [8] - Tencent has reduced its stake in China International Capital Corporation (CICC) to 6.96% after selling approximately 4.1 million H-shares [9] - Kweichow Moutai's controlling shareholder has secured a loan of up to 2.7 billion yuan to increase its stake in the company, with plans to buy back shares worth between 3 billion and 3.3 billion yuan [10] - The film "Wang Wang Mountain Little Monster" has surpassed 1.5 billion yuan in box office revenue as of September 5 [11] - Tianjin has adjusted its vehicle scrapping and renewal subsidy policy, allocating a monthly budget of 20 million yuan until the end of the year [13] - China Uranium Industry has successfully passed the IPO review for its main board listing [14]

Group 1 - The company has commenced mass production and shipment of its semi-solid-state batteries, receiving increasing recognition from customers [2] - The company is actively advancing research on solid-state batteries, with samples demonstrating good safety performance and cycle life, and has established a fully inert gas-protected experimental line for solid-state lithium batteries [2] - The company is engaging with clients for the development of solid-state batteries to promote future mass production and commercialization [2] Group 2 - In the humanoid robot sector, the company is involved in multiple projects and has provided samples to several leading manufacturers, with some already having deep cooperation in low-voltage lithium batteries for automotive applications [2] - The soft-pack battery, recognized for its advantages in energy density, discharge rate, and safety, is considered an important technical route for lithium batteries used in robotics [2] Group 3 - In the first half of the year, the company achieved operating revenue of 6.098 billion yuan, a year-on-year increase of 14.03% [2] - The net profit attributable to the parent company reached 117 million yuan, reflecting a year-on-year growth of 14.77% [2] - The net profit after deducting non-recurring gains and losses was 45.11 million yuan, showing a significant year-on-year increase of 73.55% [2]

Core Viewpoint - Zhuhai Guanyu (688772.SH) has commenced mass production and shipment of its semi-solid-state batteries, receiving increasing recognition from customers [1] Group 1: Battery Production and Development - The company has started mass production of semi-solid-state batteries and is actively engaging with clients for the research and development of all-solid-state batteries to promote future mass production and commercialization [1] - The semi-solid-state battery has gained recognition from multiple manufacturers due to its advantages in energy density, discharge rate, and safety [1] Group 2: Robotics and Collaboration - In the humanoid robot sector, the company is participating in various projects and technical collaborations, having sent samples to several leading manufacturers [1] - Some manufacturers have established deep cooperation with the company in the area of low-voltage lithium batteries for automotive applications [1]

Core Viewpoint - Zhuhai Guanyu (688772.SH) has commenced mass production and shipment of its semi-solid-state batteries, gaining recognition from more clients [1] Group 1: Battery Technology Development - The company is actively engaging with clients for the research and development of all-solid-state batteries to promote future mass production and commercialization [1] - The semi-solid-state battery technology has received acknowledgment from multiple manufacturers due to its advantages in energy density, discharge rate, and safety [1] Group 2: Robotics Sector Engagement - The company is participating in various projects and technical collaborations in the humanoid robot field, providing samples to several leading manufacturers [1] - There is already deep cooperation with some manufacturers in the area of low-voltage lithium batteries for automotive applications [1] Group 3: Product Recognition - Soft-pack batteries are recognized as an important technological route for lithium batteries used in robotics, highlighting their competitive advantages [1]