金钠科技总冠名-第八届起点钠电高峰论坛 活动名称： 第八届起点钠电高峰论坛 活动主题： 全链条技术产能跃升 GWH级出货"真"元年 活动组织架构 1 协办单位： 天能钠电 活动赞助及演讲单位： 金钠科技/天能钠电/维科技术/众钠能源/易事特钠电/隐功科技/丰日电源 /珈钠能源/希倍动力/时代思康/皓升新能源/瑞扬新能源/纳甘新 能源/极电特能/儒特股份/科迈罗/泰和科技/尚金干燥/泰和科技/亮见钠电/亿隆能源/先导干燥/中钠能 源/ 精 锐精密 /晟钠新能源 等 活动规模： 600+ 举办时间： 2025年8月28日 举办地点 ：深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 大会议程 | 时 间 | 论坛具体议程 | | --- | --- | | 08:00-09:00 | 签到入场 | | | 大会开幕式 | | 09:00-09:20 | 主办方致辞暨 2025H1钠电池出货量细分TOP60排行榜发布 | | | --起点钠电 创始人 李振强 | | 09:20-09:25 | 冠名赞助商致辞 | | | --金钠科技 董事长 杨维元 | | | 钠 ...

协办单位： 天能钠电 活动赞助及演讲单位： 金钠科技/天能钠电/维科技术/众钠能源/易事特钠电/隐功科技/丰日电源 /珈钠能源/希倍动力/时代思康/皓升新能源/瑞扬新能源/纳甘新 能源/极电特能/儒特股份/科迈罗/泰和科技/尚金干燥/泰和科技/亮见钠电/亿隆能源/先导干燥/中钠能 源/ 精 锐精密 /晟钠新能源 等 活动规模： 600+ 举办时间： 2025年8月28日 举办地点 ：深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 金钠科技总冠名-第八届起点钠电高峰论坛 活动名称： 第八届起点钠电高峰论坛 活动主题： 全链条技术产能跃升 GWH级出货"真"元年 活动组织架构 1 大会议程 | 时 间 | 论坛具体议程 | | --- | --- | | 08:00-09:00 | 签到入场 | | | 大会开幕式 | | 09:00-09:20 | 主办方致辞暨 2025H1钠电池出货量细分TOP60排行榜发布 | | | --起点钠电 创始人 李振强 | | 09:20-09:25 | 冠名赞助商致辞 | | | --金钠科技 董事长 杨维元 | | | 钠 ...

金钠科技总冠名-第八届起点钠电高峰论坛 活动名称： 第八届起点钠电高峰论坛 活动主题： 全链条技术产能跃升 GWH级出货"真"元年 活动组织架构 1 协办单位： 天能钠电 活动赞助及演讲单位： 金钠科技/天能钠电/维科技术/众钠能源/易事特钠电/隐功科技/丰日电源 /珈钠能源/希倍动力/时代思康/皓升新能源/瑞扬新能源/纳甘新 能源/极电特能/儒特股份/科迈罗/泰和科技/尚金干燥/泰和科技/亮见钠电/亿隆能源/先导干燥/中钠能 源/ 精 锐精密 /晟钠新能源 等 活动规模： 600+ 举办时间： 2025年8月28日 举办地点 ：深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 大会议程 | 时 间 | 论坛具体议程 | | --- | --- | | 08:00-09:00 | 签到入场 | | | 大会开幕式 | | 09:00-09:20 | 主办方致辞暨 2025H1钠电池出货量细分TOP60排行榜发布 | | | --起点钠电 创始人 李振强 | | 09:20-09:25 | 冠名赞助商致辞 | | | --金钠科技 董事长 杨维元 | | | 钠 ...

金钠科技总冠名-第八届起点钠电高峰论坛 活动名称： 第八届起点钠电高峰论坛 活动组织架构 1 活动赞助及演讲单位： 金钠科技/天能钠电/维科技术/众钠能源/易事特钠电/隐功科技/丰日电源 /珈钠能源/希倍动力/时代思康/皓升新能源/瑞扬新能源/纳甘新 能源/极电特能/儒特股份/科迈罗/泰和科技/尚金干燥/泰和科技/亮见钠电/亿隆能源/先导干燥/中钠能 源/ 精 锐精密 /晟钠新能源 等 举办地点 ：深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 大会议程 | 时间 | 论坛具体议程 | | --- | --- | | 08:00-09:00 | 签到入场 | | | 大会开幕式 | | 09:00-09:20 | 主办方致辞暨 2025H1 钠电池出货量细分 TOP60 排行榜发布 | | | --起点钠电 创始人 李振强 | | 09:20-09:25 | 冠名赞助商致辞 | | | --金钠科技 董事长 杨维元 | | | 钠电池电芯及正极材料技术专场 | | 09:25-09:45 | 超大圆柱储能钠电池生产工艺难点识别与解决 | | | --金钠科技 ...

Core Viewpoint - The article discusses the upcoming "8th Sodium Battery Summit Forum," emphasizing the theme of "Full Chain Technology Capacity Leap, GWH-level Shipment 'True' Year" and highlighting the significance of sodium battery technology in the energy storage sector [2]. Event Overview - Event Name: 8th Sodium Battery Summit Forum - Theme: Full Chain Technology Capacity Leap, GWH-level Shipment "True" Year - Organizers: Qidian Sodium Battery, Qidian Research Institute (SPIR) - Title Sponsor: Jinna Technology - Co-sponsor: Tianneng Sodium Battery - Scale: Over 600 participants - Date: August 28, 2025 - Location: Venus Royal Hotel, Shenzhen [2]. Agenda Highlights - The forum will feature a series of speeches and discussions, including: - Opening remarks and the release of the 2025 H1 sodium battery shipment volume TOP 60 ranking by Li Zhenqiang, founder of Qidian Sodium Battery [3]. - Keynote speech by Yang Weiyuan, Chairman of Jinna Technology, on the challenges and solutions in the production process of large cylindrical sodium batteries [3]. - Presentations on various topics related to sodium battery applications and technology trends by industry leaders [3][9]. Participation Details - Registration Fee: 2288 yuan per person, which includes conference ticket, lunch, conference materials, a simplified version of the 2025 sodium battery industry white paper, shareable presentation materials, and one night’s accommodation [4][11]. - Payment Information: Payments should be made to Shenzhen Qidian Research Consulting Co., Ltd. via specified bank account [5][12]. Notable Speakers - Key speakers include: - Li Zhenqiang, Founder of Qidian Sodium Battery - Yang Weiyuan, Chairman of Jinna Technology - Wang Shaoping, General Manager of Yishite Sodium Battery - Other industry experts discussing various aspects of sodium battery technology and applications [9][10].

Group 1: 弘元绿能 - The company reported a net loss of 297 million yuan in the first half of 2025, with a revenue of 3.229 billion yuan, a year-on-year decrease of 19.52% [1] - The basic earnings per share were -0.438 yuan, indicating financial challenges [1] - The company noted that while there was a demand increase in the first quarter due to policy windows, the second quarter faced price declines and inventory impairment pressures [1] Group 2: 同兴科技 - The company has achieved small-scale shipments of sodium battery products in the Southeast Asian motorcycle market, focusing on two-wheeler and start-stop power supply applications [2] - The third generation of sodium battery products has completed iterative upgrades, with successful trials of 50Ah short blade cells in third-party laboratories [2] - Production capacity planning will be dynamically optimized based on market expansion and customer order situations, indicating proactive market positioning [2] Group 3: 南风股份 - The company has acquired minority shareholder rights in Southern Additive Technology Co., Ltd. and invested 50 million yuan to support its 3D printing services and nuclear material procurement business [3] - The business is still in its early stages and is not expected to significantly impact the company's revenue and profit for the current year [3] - The investment aims to enhance market influence in various sectors, including nuclear power, consumer goods, automotive, military, and aerospace [3]

Group 1: Sodium Battery Development - The sodium battery products are expected to achieve large-scale applications in the two-wheeler sector, with initial small-scale shipments already made in the Southeast Asian motorcycle market [2][3] - The company has completed the third generation of sodium battery product iterations, with materials undergoing performance validation tests in collaboration with downstream partners [3][4] - The production capacity planning will be dynamically optimized based on market expansion and customer order fulfillment [3] Group 2: Customization and Cost Management - A systematic customization development framework has been established to meet the differentiated performance demands of downstream battery manufacturers [3] - The current market price for sodium battery materials is approximately CNY 25,000 per ton, with limited overall cost optimization potential due to the use of bulk chemical raw materials [4] - The company is advancing the development of the 3.5 generation product to achieve cost breakthroughs through self-synthesis of key raw materials [4] Group 3: Strategic Collaborations and Market Expansion - The company is collaborating with third parties to develop new short-blade battery cells, focusing on low-speed electric vehicles and household storage applications [4] - A strategic partnership with Huisheng Engineering has been established to enhance carbon capture and utilization (CCUS) capabilities, leveraging each party's strengths [5][6] - The company is actively pursuing multiple projects in both domestic and international markets, with significant order conversion expected in the second half of the year [5] Group 4: Financial Performance and Profitability - The gross profit margins for flue gas treatment and catalyst businesses have improved to 27.79% and 27.03%, respectively, driven by high-margin project deliveries and effective order quality control [4] - As of the end of July, the company has approximately CNY 443 million in hand orders, providing a solid foundation for future business support [4]

Core Viewpoint - The article discusses the upcoming "8th Sodium Battery Summit Forum" organized by Qidian Sodium Battery and Qidian Research Institute, focusing on the advancements in sodium battery technology and its market potential in 2025 [2]. Event Overview - Event Name: 8th Sodium Battery Summit Forum - Theme: Full-chain technology capacity leap, marking the "true" year of GWh-level shipments - Date: August 28, 2025 - Location: Venus Royal Hotel, Shenzhen - Expected Attendance: Over 500 participants [2]. Participating Companies - Major sponsors and speakers include Jin Sodium Technology, Yishite Sodium Battery, Weike Technology, and many others, indicating a strong industry interest and collaboration [2][4]. Agenda Highlights - The forum will feature a series of presentations and discussions on sodium battery technology, including: - Release of the TOP 60 sodium battery shipment rankings for H1 2025 - Discussions on production challenges and advancements in sodium battery technology [8][9]. - Notable topics include: - Production process challenges for large cylindrical sodium batteries - Applications and development trends of sodium batteries - Exploration of application scenarios for polycations sodium batteries [9][10]. Registration Details - Participation fee is set at 2288 yuan per person, which includes conference materials, lunch, and accommodation [10][18].

Core Viewpoint - The sodium battery industry is experiencing rapid growth, with a projected market size of approximately 3.6 GWh in 2024, representing a year-on-year increase of 260%. By 2025, the shipment volume is expected to exceed 20 GWh, marking a significant year for the commercialization of sodium batteries [2]. Industry Development - Over the past three years, the global sodium battery industry has seen breakthroughs across the entire supply chain, including materials and battery technology. Major companies are signaling increased investment and expansion in the sodium battery sector, with innovations such as lithium-sodium hybrid batteries and ultra-high-rate sodium batteries emerging [2]. - The upcoming 2025 is anticipated to be a pivotal year for the sodium battery industry, with mass production and significant advancements in materials, batteries, and applications expected to occur [2]. Event Overview - The 8th Sodium Battery Summit Forum will take place on August 28, 2025, in Shenzhen, focusing on the theme "Full Chain Technology Capacity Leap, GWh Shipment 'True' Year." The forum aims to provide a high-end communication platform for industry leaders and experts to share insights and foster collaboration [3][5]. - The forum has a history of seven successful editions and is recognized as one of the most influential platforms in the sodium battery industry [3]. Agenda Highlights - The forum will feature a series of presentations and discussions on various topics, including production challenges, application scenarios, and technological advancements in sodium batteries. Notable speakers include industry leaders from companies such as Jin Na Technology, Wei Ke Technology, and others [7][13][14]. - Key topics include the identification and resolution of production difficulties in large cylindrical sodium batteries, the development of new electrochemical storage batteries, and the exploration of application scenarios for sodium batteries [7][13][14]. Participation Details - Registration for the forum is priced at 2,288 yuan per person, which includes access to the conference, lunch, conference materials, and a simplified version of the 2025 sodium battery industry white paper [16][17].

Financial News - Dongguan City Science and Technology Achievement Transformation Fund has completed its first investment in Zhongke Huaxin (Dongguan) Technology Co., Ltd., marking the fund's official launch to support local technology project transformation [2] - Dongguan Bank has opened its first wholly-owned subsidiary in Hong Kong, aiming to provide diversified financial services to local SMEs and citizens, enhancing its international strategy [3] Listed Company Dynamics - Shengyi Electronics announced an investment of approximately 1.9 billion RMB to build a high-layer intelligent circuit board project, with an additional investment of about 1.75 billion RMB, focusing on high-end market demands [4] - Easytech and Haicheng Energy have signed a strategic cooperation agreement to explore the new energy storage industry, focusing on resource sharing and technological collaboration [6] - Kaipu Cloud and Hanbo Semiconductor have formed a strategic partnership to develop domestic intelligent integrated machines, aiming to enhance the domestic computing cluster construction [7] - Mingpu Optoelectronics announced the completion of a share transfer of 5.02% from its controlling shareholder, with the transfer price amounting to approximately 197.53 million RMB [8] - Zhengye Technology plans to publicly transfer 92.07% of its subsidiary Zhengye Jiukun's shares to optimize resource allocation and focus on its core business [9] - Huali Co. and its subsidiary have been sued for over 140 million RMB due to a partnership contract dispute, with ongoing legal proceedings [9]