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17-19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 ...

Group 1: Industry Overview - The 2025 Lithium Battery Golden Ding Award aims to encourage innovation and recognize outstanding contributions in the lithium battery industry, with over 100 leading companies participating [2] - The award is supported by more than 100 industry experts, entrepreneurs, research institutions, and financial media [2] Group 2: Company Highlights - Qinghai Pengcheng Infinite New Energy Co., Ltd. - Established in 2023, the company focuses on new energy storage, electric vehicles, and green industries, integrating R&D, manufacturing, product sales, investment development, and intelligent operation [2] - The company has received multiple awards, including being in the top 5 for DC-side energy storage system shipments in 2024 and recognized as a new rising enterprise in energy storage [4] - The company has developed various battery cells with capacities of 280Ah, 314Ah, and 587Ah, featuring long life, high safety, and efficiency [4] Group 3: Company Highlights - BASF Sanyuan - BASF Sanyuan, a joint venture established in 2021, specializes in battery materials, including cathode materials and precursors, with an annual production capacity of approximately 100,000 tons [9] - The company has a strong R&D focus, collaborating with institutions like Central South University and the Chinese Academy of Sciences to drive innovation [10] Group 4: Company Highlights - Shenzhen Shangshui Intelligent Co., Ltd. - Founded in 2012, the company provides advanced material processing and intelligent manufacturing solutions, with a focus on lithium battery equipment [18] - The company has developed a "high-efficiency pulping system" that addresses industry challenges and has received international patents [19] Group 5: Company Highlights - Jiangsu Housheng New Energy Technology Co., Ltd. - Established in November 2017, the company specializes in porous membranes and functional coatings for lithium-ion batteries, with a planned total investment exceeding 15 billion yuan [26] - The company has a production capacity of approximately 2 billion square meters by 2024, with clients including CATL and BYD [28] Group 6: Company Highlights - Shenzhen Chengjie Intelligent Equipment Co., Ltd. - Founded in 2003, the company specializes in manufacturing fully automated equipment for lithium batteries, with a monthly production capacity of over 230 units [33] - The company has a strong export presence, reaching 16 countries, primarily in Japan and South Korea [33] Group 7: Company Highlights - Shanghai Pylon Energy Technology Co., Ltd. - Established in 2009 and listed in 2020, the company provides comprehensive battery system solutions, covering materials, cells, BMS, EMS, and PCS [38] - The company has a production capacity of 8GWh for soft-pack lithium batteries and is expanding its manufacturing capabilities [40] Group 8: Company Highlights - Jiangxi Ganfeng Lithium Battery Technology Co., Ltd. - A subsidiary of Ganfeng Lithium, the company focuses on innovative lithium battery solutions and has established multiple production and R&D bases across China [80] - The company aims to lead in high-safety, long-cycle lithium battery technology and has developed a 10MWh energy storage system [81] Group 9: Company Highlights - Yantai Lihua Power Technology Co., Ltd. - The company focuses on the development and production of 46 series cylindrical batteries, with a total production capacity of 25GWh [86] - The company has a strong R&D team and has achieved significant advancements in energy density, safety, and longevity [88] Group 10: Company Highlights - Enjie Co., Ltd. - Founded in 1996 and listed in 2016, the company is a leading provider of lithium battery separator solutions, with a comprehensive product matrix [92] - The company has established a global supply chain and is recognized for its innovative products, including a 5μm ultra-thin separator [94]

Group 1: Industry Overview - The 2025 Gaogong Golden Ball Award is currently in progress, serving as a barometer for the lithium battery industry's development [1] - The award, known as the "Oscar of the lithium battery industry," has been held 12 times since its inception in 2013, aiming to recognize credible products and brands within the industry [1] - Over 160 companies are participating in the 2025 Golden Ball Award evaluation [1] Group 2: Company Profiles - Suzhou Derby Electronic Materials Technology Co., Ltd. was established in March 2022 and focuses on high-performance battery binders, with a production capacity of 150,000 tons annually [2][3] - The company has received nearly 100 million yuan in angel and Pre-A round financing, indicating strong industry recognition [3] - Changzhou Ruiqi Precision, founded in February 2017, specializes in material thickness and density measurement, with a market share among the top in China [5][8] - Shenzhen Manster Technology Co., Ltd., established in 2014, is a national high-tech enterprise that focuses on coating technology and has recently gone public [10] - Jiangsu Housheng New Energy Technology Co., Ltd., founded in November 2017, specializes in porous membranes and functional coating films, with a total planned investment exceeding 15 billion yuan [12] - Shenzhen Jepu Te Optoelectronics Co., Ltd. integrates laser technology and AI, focusing on the optical industry and has a strategic layout in key sectors like electric vehicles and new energy lithium battery manufacturing [14] - Yantai Lihua Power Technology Co., Ltd. specializes in 46 large cylindrical batteries, with a major project planned to have an annual sales revenue exceeding 15 billion yuan [16]

Group 1 - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - The event will feature the first batch of exhibitors and sponsors, including companies like JinNa Technology, RuTian Technology, and others, indicating strong industry participation [2] - The article discusses the expansion of EVE Energy's overseas operations, including projects in Europe, such as a 500MWh project in Poland and a partnership with TSL Assembly in Central and Eastern Europe [2][3] Group 2 - EVE Energy's Hungarian battery factory has entered the installation and debugging phase, with a planned capacity of 28GWh, primarily producing 46 series cylindrical batteries for BMW [3] - The company has also launched a battery passport in Germany, which assigns an identity to each cell in consumer, power, and storage battery categories [4] - EVE Energy's overseas strategy includes establishing manufacturing bases, bidding for international orders, and technology licensing, with significant investments in Malaysia and Indonesia [5][6] Group 3 - The CLS model (Cooperation, License, Service) is being utilized to navigate trade barriers in North America and Europe, enhancing EVE Energy's global presence [6] - In the first half of 2025, EVE Energy's energy storage battery shipments reached 28.71GWh, a year-on-year increase of 37.02%, with a capacity utilization rate of 87.51% [6] - The company aims to achieve a total capacity exceeding 100GWh by 2026 through collaboration among its facilities in Hungary, Malaysia, and the United States [5][7] Group 4 - EVE Energy has initiated an IPO on the Hong Kong Stock Exchange to support its international expansion and project funding, reflecting a strategic move to enhance its market presence [7] - The article emphasizes the importance of EVE Energy's transition from a battery manufacturer to a global solution provider, highlighting the need for continued focus during this critical phase [7]

Group 1 - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1] - Anson Resources has signed an agreement with LG Energy Solution to supply 4,000 tons of battery-grade lithium carbonate annually starting in 2028, which represents nearly half of the projected output from Anson's Paradox Basin project in Utah [2] - LG Energy Solution is facing intense competition from Chinese battery companies and is actively seeking to diversify its growth by transitioning to lithium iron phosphate (LFP) batteries, as evidenced by its recent agreements and acquisitions [3][4] Group 2 - LG Energy Solution has secured a significant order from Longpan Technology, increasing the supply from 160,000 tons to 260,000 tons, valued at approximately 10 billion RMB, marking it as the largest LFP order globally for 2024 [3] - The company has also partnered with Chery Automobile to supply 8 GWh of cylindrical batteries over six years, valued at over 5 billion RMB, marking a significant step in supplying cylindrical batteries directly to a Chinese automaker [4] - In July, LG announced a major LFP battery order worth approximately 30.9 billion RMB, expected to account for a quarter of its total sales in 2024, with speculation that the client may be Tesla [5] Group 3 - LG Energy Solution is upgrading its Ultium Cells factory in Tennessee to produce LFP batteries, with commercial production expected by the end of 2027 [5] - The company is also expanding its North American energy storage battery business, aiming for a production capacity of 30 GWh by the end of next year [6] - Despite the transition to LFP batteries, LG Energy Solution will continue to rely on Chinese suppliers for key materials, indicating a long-term dependency on the upstream supply chain [6]

Core Insights - The appointment of Wan Biao as the new CEO of AESC (Envision Power) has garnered significant attention in the industry, marking a strategic move for the company [1][2] - Envision Technology Group operates through four main segments: Envision Energy, Envision Power, Envision Intelligence, and Envision Ventures, with Envision Power focusing on battery production [1] Company Overview - Envision Power was established in 2007 and is recognized as one of the first companies to achieve large-scale production of power batteries [1] - The company has established multiple battery super factories across China, Japan, the United States, the United Kingdom, France, and Spain [1] - In the first half of this year, Envision Power's Duai factory in France commenced production with a capacity of 10 GWh [1] - The company has also made strides in the energy storage sector, receiving China's first GB 4424-2024 certification and launching North America's first lithium iron phosphate energy storage cell production line in Tennessee [1] Leadership Transition - Wan Biao's previous experience includes significant roles at Huawei, where he was instrumental in the global expansion of wireless products and consumer business [2][3] - His appointment is seen as a critical step for Envision Power's strategic upgrade and global expansion, leveraging his international management experience [2] - The former CEO, Shoichi Matsumoto, will continue to focus on the Japanese market, providing support for the company's global strategy [3] Strategic Implications - Wan Biao's role is expected to facilitate the integration of various business segments within Envision Technology Group, including wind power, energy storage, batteries, and green hydrogen [4] - The internal restructuring signals the company's intent to enhance resource integration and drive technological sharing across its business units [4]

Core Viewpoint - Wan Biao, former Vice Chairman of Honor, has been appointed as the CEO of AESC, a battery technology company, marking his transition from the consumer electronics industry to the capital and technology-intensive renewable energy sector [2][3]. Group 1: Leadership Transition - Wan Biao will also serve as Executive Director and Chief Technology Officer of AESC, while the former CEO, Shoichi Matsumoto, will continue as the CEO for Japan, focusing on the local market [2]. - Wan Biao's extensive experience in the consumer electronics industry, particularly with Huawei and Honor, positions him well for this new role in the battery technology sector [3]. Group 2: Company Background - AESC, established in 2007, is one of the earliest companies to achieve large-scale production of power batteries, with clients including major automotive brands like BMW, Mercedes-Benz, Nissan, and Renault [4]. - The company has established multiple battery super factories across China, Japan, the United States, the United Kingdom, France, and Spain, indicating a strong global presence [4]. Group 3: Current Challenges and Opportunities - AESC is at a critical juncture in its global strategy upgrade and expansion, facing both challenges and opportunities as it ramps up production in its factories in France, China, and Japan [4]. - The company is currently supplying BMW with large cylindrical batteries and is expanding into the U.S. energy storage market, which requires sophisticated global supply chain management and large-scale lean manufacturing capabilities [4]. - Wan Biao's experience in supply chain management and international market expansion is expected to align well with AESC's current needs for sustainable growth in core markets [4].

Core Insights - Wan Biao has been appointed as the new CEO of AESC, marking a significant leadership change aimed at leveraging global growth opportunities in the clean energy sector [1][5] - Wan Biao's extensive experience in the consumer electronics industry, particularly with Huawei and Honor, positions him well to navigate the challenges and opportunities in the battery technology market [3][4] Group 1: Leadership Transition - Wan Biao, former Vice Chairman of Honor, has taken on the role of CEO at AESC, while Shoichi Matsumoto remains as the CEO for Japan [1] - This transition signifies a strategic move for AESC to enhance its leadership in the clean energy technology field [1][5] Group 2: Wan Biao's Background - Wan Biao has over 20 years of experience in the consumer electronics industry, having held key positions at Huawei, including President of Wireless Products and COO of Consumer Business [3][4] - His leadership at Honor helped the company recover from supply chain disruptions and re-establish its market presence after its independence from Huawei [3][4] Group 3: AESC's Strategic Position - AESC, established in 2007, is one of the earliest companies to achieve large-scale production of power batteries, serving major automotive clients like BMW, Mercedes-Benz, and Nissan [4] - The company is currently expanding its production capabilities with new factories in France, China, and Japan, while also entering the U.S. energy storage market [4] - Wan Biao's expertise in supply chain management and global market expansion is expected to align well with AESC's growth strategy [4][5]

Core Insights - Wan Biao, former Vice Chairman of Honor, has joined AESC as CEO, aiming to leverage growth opportunities in the renewable energy sector and enhance AESC's position in clean energy technology [1][5] - AESC, established in 2007, is a leading battery technology company with a global client base including major automakers like BMW, Mercedes-Benz, and Nissan [5][6] Company Background - Wan Biao has extensive experience at Huawei, where he held various senior positions, contributing significantly to the company's wireless and terminal business success [3][4] - After Honor's independence from Huawei in 2020, Wan played a crucial role in restoring its supply chain and market presence [4][5] Strategic Importance - Wan's appointment is seen as a strategic move for AESC to enhance product competitiveness and achieve sustainable growth in key global markets [5][6] - His dual role as Executive Director and CTO at Envision Group allows for better resource integration and collaboration across various business sectors, including wind power, energy storage, and hydrogen [5][6] Global Expansion - AESC has made significant strides in global production capacity, with new factories launched in China, Japan, and France, and plans for further expansion in the UK and Spain [6][8] - The company has secured over 40 GWh of battery orders from leading energy storage integrators, positioning itself among the top three in global energy storage cell shipments for 2024 [8]