Core Viewpoint - The 2026 Future Industry New Materials Expo (FINE 2026) will be held from June 10-12 at the Shanghai New International Expo Center, showcasing innovations in new materials and leading the global development in this sector [2][8]. Group 1: Event Overview - FINE 2026 has over 500 companies registered to exhibit, with a booth reservation rate of 70% [2]. - The expo will feature over 30 cutting-edge thematic forums and expects to attract more than 70,000 professional visitors [8][29]. - The total exhibition area is projected to be 50,000 square meters, with over 800 exhibitors and 300 reports scheduled [8]. Group 2: Thematic Exhibitions - Seven thematic exhibition areas will be set up, focusing on advanced semiconductors, advanced batteries and energy materials, AI chip and power device thermal management, lightweight and sustainable materials, and future intelligent terminals [11][18][20]. - The advanced semiconductor exhibition will highlight third and fourth-generation semiconductors, including diamond, silicon carbide, and gallium nitride [11]. - The advanced battery and energy materials exhibition will focus on solid-state batteries, sodium batteries, and supercapacitors, targeting emerging fields like robotics and smart vehicles [15]. Group 3: Forums and Reports - FINE 2026 will host over 30 specialized vertical forums covering topics such as intelligent computing, low-altitude economy, aerospace, and AI consumer electronics [23]. - Key forums will include discussions on future industry innovation, AI chip thermal management, and advanced battery technologies [24][25]. - The event aims to share insights on technological innovation, industry trends, and investment strategies [23].

Core Insights - The sodium battery industry has seen significant breakthroughs since 2026, with leading companies actively launching new products and expanding production capabilities [1][2]. Group 1: Company Developments - CATL launched its first mass-produced sodium battery for light commercial vehicles, which retains over 92% usable capacity at -20°C and supports plug-and-charge even at -30°C [1]. - Zhongna Energy has officially started production at the world's largest sodium iron sulfate cathode material base in Meishan, Sichuan, marking a shift from kiloton to megaton scale production [1]. - Zhongwei New Materials announced it secured a kiloton-level order for sodium batteries, with expected significant shipment increases in 2026 due to rising lithium carbonate prices [1]. - Tianna Technology plans to establish a sodium battery anode material production base with an annual output of 10,000 tons, projected to generate approximately 400 million yuan in annual revenue [1]. Group 2: Market Trends and Projections - Sodium batteries are expected to penetrate various applications, including energy storage, two-wheeled vehicles, and start-stop power sources, potentially replacing or supplementing lead-acid and some lithium batteries [2][3]. - The average price of sodium battery cells is projected to decrease from 0.52 yuan/Wh in 2025 to 0.25 yuan/Wh by 2030, with the global energy storage sodium battery market expected to reach 580 GWh by 2030 [2]. - The sodium battery market for low-speed electric vehicles is anticipated to reach a scale of 100 billion yuan, driven by cost sensitivity in these segments [3]. Group 3: Performance and Advantages - Sodium batteries exhibit excellent low-temperature performance, safety, and cost potential, making them ideal for extreme cold environments and various applications [2][3]. - In the energy storage market, sodium batteries are expected to exceed 50 GWh in shipments by 2030, providing a complementary alternative to lithium-ion batteries [3]. - In the start-stop market, sodium batteries are projected to achieve a 30% penetration rate by 2030, with an expected shipment volume of 20 GWh [4].

Singapore, Singapore--(Newsfile Corp. - December 21, 2025) - Strengthening Regional Energy Resilience, Winmar Holdings has announced a partnership with CNAE Power aimed at accelerating large-scale Sodium Battery production to support renewable energy storage and sustainability in Southeast Asia. The collaboration seeks to enhance the region's capacity for clean power integration and energy independence through advanced storage technology.Winmar Holdings Announces Strategic Partnership with CNAE Power for R ...

Market Performance - The Shanghai and Shenzhen stock indices showed mixed performance on September 5, with the Shanghai Composite Index slightly lower and the Shenzhen Component and ChiNext Index higher [1] - The ChiNext Index saw a peak increase of 4.08% during the session, indicating strong market activity [1] - By midday, the Shanghai Composite Index was at 3778.95 points, up 0.35%, with a trading volume of approximately 574 billion; the Shenzhen Component was at 12362.85 points, up 2.01%, with a trading volume of about 794.7 billion [1] Sector Performance - Strong early gains were observed in sectors such as sports concepts, education and leisure, and gaming, while battery-related sectors like sodium batteries and solid-state batteries also performed well [1] - By midday, sectors such as batteries, photovoltaic equipment, and components led the gains, while banking, insurance, and tourism sectors faced declines [1] Institutional Insights - CICC noted that the A-share market's turnover surged to 3.17 trillion on August 25, with a sustained turnover around 3 trillion in subsequent days, indicating a weekly average turnover rate exceeding 5% [2] - Historical data suggests that when the turnover rate exceeds 5%, the index often experiences a correction phase, but subsequent trends typically show a rebound beyond previous highs [2] - Current market valuations are deemed reasonable, with expectations for positive earnings growth in the latter half of the year, supported by policy incentives [2] Industry Trends - Guojin Securities highlighted a trend of demand stabilization and an improving business environment, with a clear turning point in profitability for various sectors including motorcycles, components, and gaming [3] - Haitong Securities projected that the supply-demand relationship for electrolytic aluminum will remain tight, with prices expected to rise to 22,000 yuan per ton by the second half of 2025, supported by low absolute inventory levels [3] Policy Developments - The National Mine Safety Administration approved a key research and development directory for intelligent mining robots, encouraging collaboration between mining enterprises and research institutions to enhance safety and efficiency [4] - Hainan is implementing more open and convenient duty-free shopping policies for travelers, aiming to increase the variety of duty-free goods and enhance the shopping experience [5][6] International Interest - Hong Kong Exchanges and Clearing's CEO noted a significant increase in international investors' interest in Chinese technology innovations, with nearly 40% of this year's refinancing coming from tech companies [7]

Group 1 - The event focuses on new technologies and expanding new markets in the electric two-wheeler and battery sectors [4][5] - The conference will feature the release of the "2025 China Two-Wheeler Battery and Swap Industry White Paper," which includes rankings of top manufacturers and operators in the industry [4] - The global two-wheeler battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades [4][6] Group 2 - The event will include discussions on high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products [4] - Emerging applications such as low-altitude flight, mobile electric tools, humanoid robots, and smart homes are driving the growth of lightweight power and small-scale energy storage markets [4][8] - AI technology is accelerating the development of new battery technologies such as sodium batteries and full-tab cylindrical batteries for two-wheeler applications [4] Group 3 - The agenda includes specialized forums on electric two-wheeler technology, battery technology, and battery swap technology [6][8] - Key topics will cover trends in lithium battery development, challenges in battery safety, and the impact of new national standards on battery technology [8] - The event will host over 500 participants, including electric two-wheeler manufacturers, battery companies, and equipment suppliers [7][9]

第七届起点钠电论坛 暨钠电行业50强排行榜发布会 2025年3月28日·深圳宝安登喜路国际酒店2楼国际厅 1、钠电正极材料、负极材料、电解液、设备等产业链环节全面突破，钠电池电芯 性价比提升超预期，钠电迈向市场应用新征程。 2、钠电在增混电动汽车、低速电动车（两轮、三轮和四轮）、启动电源、工程机 械、储能、高速电摩及电动工具等领域多点开花，商业化应用爆发在即。 3、起点研究院（SPIR）钠电行业竞争力50强排行榜权威发布（覆盖钠电芯、设 备、材料等关键环节），展现行业标杆企业。 4、钠电行业最前沿技术探讨，最精准资源对接，最权威数据发布。 活动组织架构 2 活动名称： 第七届起点钠电论坛暨钠电行业50强排行榜发布会 举办地点： 深圳宝安登喜路国际酒店2楼国际厅 演讲及赞助单位： 中国电子技术标准化研究院 深圳珈钠能源科技有限公司 活动背景及亮点 1 活动主题： 技术成本突破 市场爆发元年 主办单位： 起点钠电、起点研究院（SPIR） 活动规模： 500+ 举办时间： 2025年3月28日 东阳瑞扬新能源有限公司 国科炭美新材料（湖州）有限公司 合肥皓升新能源科技有限公司 广域铭岛数字科技有限公司 广东茹天机械 ...

第七届起点钠电论坛 暨钠电行业50强排行榜发布会 2025年3月28日·深圳宝安登喜路国际酒店2楼国际厅 1、钠电正极材料、负极材料、电解液、设备等产业链环节全面突破，钠电池电芯 性价比提升超预期，钠电迈向市场应用新征程。 2、钠电在增混电动汽车、低速电动车（两轮、三轮和四轮）、启动电源、工程机 械、储能、高速电摩及电动工具等领域多点开花，商业化应用爆发在即。 3、起点研究院（SPIR）钠电行业竞争力50强排行榜权威发布（覆盖钠电芯、设 备、材料等关键环节），展现行业标杆企业。 4、钠电行业最前沿技术探讨，最精准资源对接，最权威数据发布。 活动名称： 第七届起点钠电论坛暨钠电行业50强排行榜发布会 活动主题： 技术成本突破 市场爆发元年 主办单位： 起点钠电、起点研究院（SPIR） 活动规模： 500+ 举办时间： 2025年3月28日 活动组织架构 2 演讲及赞助单位： 中国电子技术标准化研究院 江苏隐功科技有限公司 深圳市金钠科技有限公司 湖南立方新能源有限公司 北京希倍动力科技有限公司 深圳市科迈罗光电技术有限公司 深圳珈钠能源科技有限公司 活动背景及亮点 1 举办地点： 深圳 东阳瑞扬新能源有限公司 ...