当前，新能源电池技术向固态化、高能量密度加速冲刺，AI算力革命推动电子产业迭代升级，核心材 料的创新成为破局关键。诺德股份（600110）(600110.SH)以"双技术突破"惊艳行业——旗下镀镍合金 箔凭借颠覆性创新斩获2025（第十五届）高工金球奖年度创新技术/产品奖项，同期发布的AI电子铜箔 系列产品则成功突破境外技术垄断，为全球算力产业提供核心材料支撑。两大核心产品齐头并进，彰显 了诺德股份在高端铜箔领域的技术领导力与全产业链布局实力。 高工金球奖加持：镀镍合金箔破解下一代电池材料瓶颈 作为锂电行业的权威荣誉，高工金球奖以严苛标准筛选具有前瞻性、先导性的创新成果，此次诺德股份 镀镍合金箔的获奖，标志着该产品在攻克固态电池与高比例硅碳负极产业化难题上的核心价值获得全行 业认可。 黄石基地硬核发力：AI铜箔突破境外壁垒，领航算力时代 在新能源材料领域斩获殊荣的同时，诺德股份在高端电子铜箔领域再添重磅成果。11月19日，诺德股份 黄石锂电铜箔产业园举办新品发布会，集中推出RTF3、HVLP4等3款AI电子铜箔及2款锂电铜箔量产产 品，凭借"低轮廓+高延展性"核心技术，成功突破境外企业长期垄断的工艺壁垒，为A ...

Core Insights - The forum held in Suzhou focused on the theme of "Innovation and Resilience in the Restructuring of China's Battery New Energy Industry" and gathered over 500 representatives from various sectors of the battery new energy industry [1] - China has solidified its position as the "world's battery factory," but faces both short-term challenges and long-term restructuring in the battery new energy sector [1] Technological Developments - The competition in next-generation battery technologies is increasingly clear, with solid-state batteries and sodium-ion batteries emerging as the two main development lines [3][4] - Solid-state batteries are targeting high-end applications, while sodium-ion batteries focus on cost-effectiveness and supply chain security [3] - The development of semi-solid batteries is gaining traction due to their compatibility with existing production lines and lower costs, with energy densities reaching 330-350 Wh/kg [4] - Sodium-ion batteries have achieved scale in low-speed vehicles and backup power applications, with a low-temperature capacity retention rate exceeding 85% [5] Safety Innovations - The industry is shifting from "passive protection" to "active warning" systems, emphasizing the importance of safety in sustainable development [7] - New safety technologies, such as AI-driven monitoring systems, are being developed to provide early warnings of potential thermal runaway events [7][8] - The focus on safety standards is driving the need for industry regulation and quality assurance, with companies urged to maintain high safety standards to survive in a competitive market [8] Market Dynamics - The power and energy storage markets are experiencing structural differentiation, with a notable increase in the market share of lithium iron phosphate batteries [10] - The energy storage market is transitioning from mandatory storage to market-driven operations, with commercial and residential storage becoming new growth points [10] - Global expansion is becoming essential for leading companies, with plans for new production bases to meet regional market demands [11] Value Restructuring - The industry is undergoing a significant transformation, shifting focus from scale to quality, with an emphasis on technological innovation and sustainable development [11] - Companies are encouraged to provide differentiated solutions to avoid low-margin competition, marking a transition from "barbaric growth" to "rational prosperity" in the battery new energy sector [11]

Core Viewpoint - The article highlights the upcoming 2025 High-Performance Lithium Battery Annual Conference and the ongoing 2025 Golden Ball Award selection, emphasizing the significance of these events in recognizing and promoting innovation within the lithium battery industry. Group 1: Event Details - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen Qianhai [2] - The event is organized by GGII and features various sponsors, including Hai Moxing Laser and Dazhu Lithium Battery [2] - The Golden Ball Award, often referred to as the "Oscar of the lithium battery industry," has been held since 2013 and aims to recognize credible products and brands in the industry [2] Group 2: Industry Participation - Over 160 companies are participating in the 2025 Golden Ball Award selection, showcasing the competitive landscape of the lithium battery sector [2] - Companies like EVE Energy, Xinwanda, and Longzhong Lithium are among those involved in the award selection process [2] Group 3: Company Highlights - EVE Energy ranked second globally in energy storage cell shipments in the first half of 2025, with a shipment volume of 28.71 GWh [3] - EVE Energy's power battery shipments reached 21.48 GWh, ranking fifth in domestic installations and second globally for medium and heavy commercial vehicles [3] - Xinwanda launched its Flash Charge Battery 4.0, achieving a charging time of just 5 minutes for its 1400A flash charge battery [6] - Longzhong Lithium introduced a new high-pressure density product, breaking industry bottlenecks and achieving significant international supply chain advancements [8] - Rongbai Technology has made breakthroughs in high-nickel materials and solid-state battery key materials, positioning itself as a leader in the lithium battery material sector [10] - Nord Technology has developed a nickel-plated alloy foil for solid-state batteries, addressing critical challenges in the industry [12] - Dazhu Lithium Battery has created a high-speed, flexible CTP-Pack production line, enhancing efficiency and adaptability in battery manufacturing [14] - Yifei Laser has launched a production line for fast-charging cylindrical batteries, significantly improving manufacturing efficiency and product performance [16]