The 2025 (10th) New Energy Industry Expo Concluded Successfully! Witness Industry Leaders Gather to Discuss Hot Topics!

Apr 18, 2025 19:29

Source:SMM

On April 18, the 2025 (10th) New Energy Industry Expo, hosted by SMM Information & Technology Co., Ltd., successfully concluded at the Suzhou International Expo Center in Jiangsu! The event lasted for four days and included 15 forums, such as the main forum, new energy industry sessions, new energy mineral exploration and industry development forum, investment in Poland·new energy strategy forum, battery raw material forum, new energy battery material forum, battery auxiliary material forum, new energy PV ESS forum, international mining investment and development summit forum, lithium battery recycling forum, all-solid-state battery forward-looking technology forum, hydrogen energy industry development forum, overseas market forum, low-altitude economy forum, and the Suzhou Virtual Power Plant Ecosystem Forum (3rd). These forums covered all aspects of the new energy industry chain, with government leaders, academicians from the Chinese Academy of Sciences and the Chinese Academy of Engineering, domestic and overseas scientists, foreign guests from dozens of countries, and leading entrepreneurs from various industries attending the event. Guests discussed hot topics such as the decade review and outlook of the new energy industry, innovations in the new energy industry, how to build a globally coordinated battery value chain, China's new energy mineral demand and outlook, interpretation of the new mineral resources law, 2024-2025 global cobalt market overview, market prices and production, 2025 global cobalt supply and demand forecast, global lithium supply chain and ESG—opportunities and challenges, current status and challenges of the global lithium battery raw material supply chain, development opportunities and challenges in the global energy storage market, how the PV ESS industry can move from "cut-throat competition" to "win-win" in the era of overcapacity, opportunities and challenges in new energy minerals in 2025, opportunities and challenges in mineral investment in 2025, and profit analysis of China's lithium battery recycling and opportunities and challenges under policy changes. Logan Lu, CEO of SMM, stated that SMM expects the compound annual growth rate of NEV sales in China from 2019 to 2027 to be around 44%, with NEV sales in China expected to climb to around 22 million units by 2027. In terms of penetration rate, according to 2024 data, the domestic NEV penetration rate is around 48%. In Europe, SMM expects the compound annual growth rate of NEV sales from 2019 to 2027 to be around 33%, with NEV sales expected to reach around 5.5 million units by 2027. The NEV penetration rate in Europe is expected to reach 22% in 2024. In the US, SMM expects the compound annual growth rate of NEV sales from 2019 to 2027 to be around 32%, with NEV sales expected to reach 3 million units by 2027. The NEV penetration rate in the US is expected to be around 10% in 2024. Liangbin Li, Chairman of Ganfeng Lithium, stated that the company has achieved a comprehensive lithium recovery rate of over 90% and a nickel and refined cobalt recovery rate of over 95%. The company is engaged in battery and lithium-containing waste recycling cooperation, extracting valuable metals and lithium compounds from recycled waste materials and using them in the production of new battery raw materials or lithium chemical products, forming a sustainable development closed loop to help achieve global carbon neutrality goals. Mingyuan Ye, Senior Consultant of SMM ESS, stated that global ESS demand growth has slowed due to policy adjustments in China and the US, with an expected growth rate of around 5% in 2025. After 2025, global ESS planning will gradually be completed, and ESS will gradually transition to a stock market. The successful transformation of the Chinese and US markets may lead to a rebound in growth, driving the global ESS market to grow at a compound rate of 10%. SMM expects the compound annual growth rate of the Chinese ESS market from 2025 to 2030 to be around 9.5%, the North American ESS market to grow at a compound annual rate of around 7.4% from 2025 to 2030, and the European ESS market to grow at a compound annual rate of around 23.4% from 2025 to 2030. Liang Wang, R&D Director of Ganfeng LiEnergy (Dongguan) Technology Co., Ltd., stated that global new installations are expected to reach 6.1 GW/15.26 GWh this year, while domestic new installations are expected to be 4.8 GW/10.56 GWh. This also indicates that the field will see more investment and development opportunities in the coming years. Ziya Lin, SMM Lithium Battery Recycling Industry Analyst, stated that driven by the global carbon neutrality process, the power and ESS markets are experiencing explosive growth, and the demand for lithium batteries remains optimistic, although marginal growth is slowing. Considering cost and safety issues, the penetration rate of the LFP system will continue to rise steadily worldwide. At this stage, China's recycling is still in a stage of overcapacity, gradually achieving capacity exit. Click to view the live video broadcast. Click to view the live photo broadcast. Click to view the special report of this conference. Opening Speech Kang Yi, Former President of the China Nonferrous Metals Industry Association and Honorary Chairman of the Conference Organizing Committee. Click to view the details of the guest speech. Fan Xin, Chairman of SMM and Chairman of the Conference Organizing Committee. Click to view the details of the on-site guest speech. Zihai Cao, Deputy General Manager of GFEX. Click to view the details of the on-site guest speech. SMM Tier 1 Excellent Supplier Awards Ceremony ESS Battery Cell Tier 1 Supplier Click to view the detailed award list. Power Generation and Grid-Side ESS System Tier 1 Supplier Click to view the detailed award list. User-Side ESS System Tier 1 Supplier Click to view the detailed award list. Sodium-Ion Battery Cell Tier 1 Supplier Click to view the detailed award list. LFP Tier 1 Supplier Click to view the detailed award list. Iron Phosphate Tier 1 Supplier Click to view the detailed award list. EPC Design Institute Tier 1 Supplier Click to view the detailed enterprise list. Lithium Battery Core Equipment Tier 1 Supplier (Drying and Crystallization) Click to view the detailed enterprise list. Excellent Legal Partner Click to view the details. April 16 Academician & Top-Tier Entrepreneur Forum Speech Topic: Decade Review and Outlook of the New Energy Industry Guest Speaker: Logan Lu, CEO of SMM Logan Lu, CEO of SMM, shared insights on the topic "Thoughts on the Industry Chain from the Perspective of Energy Transition." He shared the development of the new energy industry under the background of energy transition, the safety issues faced during the development of the new energy industry, the challenges of "high-quality development," and geopolitical risks, and proposed potential "breakthrough strategies" for enterprises. Below is a summary of his speech: The wave of energy transition is rolling forward, and the development of new energy is unstoppable. Energy Structure Transition (1/3): Energy supply is still dominated by traditional energy, but renewable energy is growing the fastest. According to IEA data, from 2023 to 2024, the growth rate of renewable energy supply is around 5.8%, and the proportion of renewable energy supply is expected to increase to around 30% by 2030. Energy Structure Transition (2/3): The proportion of clean energy in power supply is steadily increasing, with China/EU standing out. According to IEA data, from 2007 to 2024, the proportion of clean energy (renewable energy and nuclear power) in power supply has steadily increased, reaching around 40% by 2024. In the power generation structure of various countries, the EU and China have a higher proportion of clean energy power generation, with the EU at around 50% and China at around 35%. SMM: Thoughts on the New Energy Industry Chain from the Perspective of Energy Transition, with an Outlook on Industry Chain Price Trends. Speech Topic: Breaking Boundaries·New Life—New Energy Industry Transformation Driven by a Decade of Technological Leap Guest Speaker: Zhenbo Wang, Foreign Academician of the Russian Academy of Engineering, Second-Level Long-Term Professor and Doctoral Supervisor at Harbin Institute of Technology. (At the request of the guest, this speech is not publicly available.) Speech Topic: Copper is the Most Important New Energy Metal Mineral in the 21st Century Guest Speaker: Juxing Tang, Academician of the Chinese Academy of Engineering and Vice President of the Chinese Academy of Geological Sciences. (At the request of the guest, this speech is not publicly available.) Speech Topic: Critical Minerals are the Important Material Basis of the New Energy Era Guest Speaker: Jinghe Chen, Chairman of Zijin Mining Group Co., Ltd. (At the request of the guest, this speech is not publicly available.) Speech Topic: Focusing on Sustainable Development, Practicing Long-Termism Guest Speaker: Liangbin Li, Chairman of Jiangxi Ganfeng Lithium Group Co., Ltd. Sustainable Development Accelerating Energy Transition, Pursuing Long-Term Growth Optimizing Energy Structure, Resisting Energy Risks, Pursuing Long-Term Benefits PV Power Generation Replacing Coal and Oil, Increasing the Proportion of Clean Energy, Reducing Long-Term Costs Vigorously Developing ESS Business, Providing Complete Solutions, Avoiding Energy Risks Replacing Diesel and Gasoline Equipment with Electric Equipment, Reducing Fossil Energy Consumption Increasing the Proportion of Green Electricity MARIANA Lithium Salt Lake Project—The First Salt Lake Project in South America Equipped with an Integrated PV ESS Facility The project has an installed capacity of 300 MW, adopting an integrated PV ESS design, with the ESS system fully possessing Ganfeng's independent intellectual property rights. The system fully meets the energy consumption of the Mariana Lithium Salt Lake Project and can provide 100% uninterrupted power supply. This model is fully replicable, and we are confident in promoting it to more countries and projects. By the end of 2024, the company has achieved grid-connected PV of 15.57 MWp domestically. One-time investment, long-term stable low-cost energy supply. Ganfeng Lithium: Focusing on Sustainable Development, Practicing Long-Termism. New Energy Industry Session CEO Roundtable Forum—Innovation in the New Energy Industry Moderator: Yanting Yi, Vice President of SMM Guest Speakers: Shunyi Yang, General Manager of the Cathode Business Unit of BTR New Materials Group Co., Ltd. Zhenyu He, Deputy General Manager of Jiangsu Linyang Energy Co., Ltd. Shuli Li, Dean of the Research Institute of Guangzhou Great Power Energy Technology Co., Ltd. Jinpeng Ma, President of the ESS Business Unit China of Ampace Technology Co., Ltd. Click to view the live broadcast replay. New Product Launch & Signing Ceremony: SMM-AUTODATAS Joint Release of the Vehicle Bulk Material Cost Index Jiliang Wang, CEO of Shanghai Boqi Automotive Technology Co., Ltd. Logan Lu, CEO of SMM Speech Topic: Financial Infrastructure Supports the High-Quality Development of the Nonferrous Metals Industry Guest Speaker: Danzhou Hu, Senior Manager of the Third Business Department of Shanghai Clearing House. Speech Topic: Cold Thinking in the Low-Altitude Economy Boom Guest Speaker: Yuancong Liang, Rotating Chairman of the Yangtze River Delta Automotive Technology Innovation Consortium. Yuancong Liang, Rotating Chairman of the Yangtze River Delta Automotive Technology Innovation Consortium, shared insights on the topic "Cold Thinking in the Low-Altitude Economy Boom." He stated that it is necessary to correctly and professionally understand the low-altitude economy, grasp the key elements of its gestation, germination, and development, and ensure the sustainable, high-quality, large-scale, and effective development of the low-altitude economy from the perspectives of manufacturing, quality control, supply chain, standards, regulations, and industry platforms.

How to Understand the Low-Altitude Economy

The Origin of the Low-Altitude Economy Concept

From 2014 to 2020, visionaries in the aviation and aircraft fields proposed developing low-altitude resources to serve economic growth.

2021—The concept of "low-altitude economy" was first included in national planning.

2023—The Central Economic Work Conference first mentioned the "low-altitude economy" and listed it as a strategic emerging industry.

2024—During the Two Sessions, the "low-altitude economy" was first included in the government work report.

2024—The "Decision of the CPC Central Committee on Further Comprehensively Deepening Reforms and Advancing Chinese Modernization," reviewed and approved at the Third Plenary Session of the 20th CPC Central Committee, explicitly mentioned "developing general aviation and the low-altitude economy."

Under a series of intensive policy boosts, the low-altitude economy has garnered unprecedented public attention and ongoing discussions.

Technical Definition

Low-Altitude Range:

Vertical height below 1,000 meters, extending up to 3,000 meters as needed.

Operations and Carriers:

Primarily using civil manned and unmanned aircraft, driven by multi-scenario low-altitude flight activities such as passenger, cargo, and other operations.

Comprehensive Ecosystem:

Low-altitude infrastructure construction; R&D and manufacturing of low-altitude aircraft; low-altitude operation services; comprehensive support for low-altitude flights.

Cold Thinking Amid the Low-Altitude Economy Boom: China's Market Size Expected to Exceed 850 Billion Yuan This Year

Speech Topic: Europe's Perspectives and Challenges on Sustainable, Circular, and Safe Batteries

Guest Speaker: Jing Zhang, PD Battery Expert, Automotive Parts, Henkel Adhesives

Debonding, Enabling Sustainable Mobility

Leading Position of Adhesive Technology Across Industries and Technical Fields

Mobility and Electronics Industry: Applications in automotive OEMs and components, electric mobility, metal coils, electronics, semiconductor packaging, aerospace, and industrial assembly.

Packaging and Consumer Goods: Food and beverage, hygiene, metal and flexible packaging, sports, and fashion.

Craftsmen, Construction, and Professionals: DIY, craftsmen, construction, engineered wood, and professional users in manufacturing and maintenance.

Europe's Perspectives and Challenges on Sustainable, Circular, and Safe Batteries

Roundtable Discussion: How to Build a Globally Collaborative Battery Value Chain

Moderator: Bolin Chen, LFP Materials Analyst, SMM

Guest Speakers:

Anthony Tse, Founder, NEO Capital

Ruohan Hu, Co-Founder, Organic Data Technology

Aloysius Lim, Partner, Circulor

Ermanno Vitali, CEO, FAAM China

Click to Watch the Live Video Replay

Invest in Poland·New Energy Strategy Forum

Welcome Address

Pawel Pudlowski, Deputy Director, Polish Investment and Trade Agency

Opening Remarks by the Organizer

Yanchen Wang, General Manager, SMM London Subsidiary

Speech Topic: Case Studies of Chinese New Energy Enterprises Investing in Poland

Guest Speaker: Deliang You, Chief Representative, Polish Investment and Trade Agency China Office

Arkadiusz Tarnowski, Deputy Director, Investment Department, Polish Investment and Trade Agency

Speech Topic: Pomerania Province—The European Gateway for Chinese Investors

Guest Speaker: Mikołaj Trunin, Deputy Director, Pomeranian Special Economic Zone

Speech Topic: Poland's EV Strategic Hub—Core Partner in the NEV Industry and Incubator for Battery Value Chain Growth

Guest Speakers:

Beata Białoń-Dudek, Director of Procurement and Supply Chain, EMP Poland EV Company

Joanna Podkowa, Procurement Manager, EMP Poland EV Company

Speech Topic: Poland's Industrial Real Estate Market and Investment Process

Guest Speakers:

Daniel Kamiński, Senior Project Advisor, Colliers Poland

Zofia Kilian, Senior Project Advisor, Colliers Poland

International Cobalt Association Industry Salon

Speech Topic:

Exploring the Future of Cobalt: Market Insights, Decarbonization Strategies, and the Green Path

Speech Topic:

Global Cobalt Market Dynamics

2024-2025 Global Cobalt Market Overview, Market Prices, and Production

Opportunities and Challenges Coexist: 2025 Global Cobalt Supply and Demand Forecast

2050 Sustainable Cobalt Production Goals: Long-Term Plans and Cobalt's Key Role in the Global Supply Chain

The Path to Cobalt Decarbonization

Cobalt Product Carbon Footprint Methodology: Analyzing Environmental Impact in Production and Standardizing Carbon Emission Calculations

Decarbonization Strategies: Focusing on China, Exploring Optimization Strategies to Reduce Carbon Emissions in the Cobalt Supply Chain

Guest Speakers:

Marina Demidova, Head of External Affairs, International Cobalt Association

Tom Fairlie, Senior Battery and Sustainability Manager, International Cobalt Association

Speech Topic:

Cobalt Procurement: Responsible Sourcing

Geopolitical Trends: Analyzing How Global Politics and Trade Situations Impact the Cobalt Market

Relevant Regulations: Summarizing Key Regulations Affecting the Cobalt Industry, from International Trade Policies to Environmental Standards

Responsible Sourcing and Sustainable Development: The Importance of Ethical Sourcing Practices to Ensure a Sustainable Cobalt Supply Chain and Mitigate Production Risks

April 17

Battery Raw Materials Forum

Speech Topic: Global Lithium Supply Chain and ESG—Opportunities and Challenges

Guest Speaker: Martin Ma, China GM, International Lithium Association

Speech Topic: Unlocking Green Energy: Responsible Mineral Strategy in the Energy Transition

Guest Speaker: Mr. Daniel Abdo, Director of International Relations and Business Development, Sigma Lithium

Speech Topic: Lithium Sampling and Analysis in International Trade—Ensuring Lithium Quality and Building Confidence from the Source

Guest Speaker: Patrick Le Mare, Global Industry Lead—Technical Materials and Circular Economy, Alfred H Knight

Speech Topic: Anti-Stick Liners for Dump Trucks in Nickel Mining Operations

Guest Speakers: Frisdio Fercanza, Geologist and Mine R&D Expert, PT Pamapersada Nusantara

Speech Topic: Smart Microgrids, Empowering a New Era of Green Mining

Guest Speaker: Mengdie Wei, Product Manager, Jiangsu Fanye Power Energy Equipment Co., Ltd.

Overview of Microgrid Technology

In the current wave of global energy transition, power supply issues in remote areas and specific industries have been significant bottlenecks hindering development. Take the mining industry, for example. Many mining areas are located in remote regions, far from the main power grid. Traditional diesel power generation is not only costly but also suffers from poor power supply stability, with voltage fluctuations severely affecting the normal operation of production equipment.

The emergence of microgrid technology has provided an innovative solution to this challenge, leading to profound changes in the mining energy sector.

Definition and Composition of Microgrids

A microgrid is essentially a small, autonomous power system composed of distributed power sources, energy storage devices, energy conversion devices, loads, and monitoring and protection devices. It can operate independently or be connected to the external grid. In remote mining areas, a microgrid consisting of solar power, wind power, diesel generators, and energy storage batteries can provide stable electricity to local residents and businesses.

Jiangsu Fanye: Smart Microgrids—Empowering a New Era of Green Mining

Speech Topic: Risks and Prevention Recommendations for Investing in Sichuan Spodumene Mines

Guest Speaker: Xiaoqiang Fan, Lawyer, Senior Partner, and Director of the Mining Compliance Construction Promotion Center, Beijing Yuren Law Firm

Basic Overview of Sichuan Spodumene Mine Development

(1) The Status of Sichuan Spodumene Mines in China

On January 8, 2025, the China Geological Survey of the Ministry of Natural Resources disclosed a major breakthrough in lithium exploration in China. The newly added resources of spodumene, salt lake, and lepidolite lithium mines each exceeded 10 million mt, increasing China's share of global lithium reserves from 6% to 16.5%, and its ranking from sixth to second place. (2) Basic Information on Existing Spodumene Mining Rights in Sichuan

Aba Prefecture has 13 lithium-related mining rights, 5 for mining and 8 for exploration; Ganzi Prefecture has 10 lithium-related mining rights, 5 for mining and 5 for exploration.

Sichuan's Abundant and Easily Accessible Spodumene Reserves, but Investment Risks in Local Lithium Mines Cannot Be Ignored! Any Mining Recommendations?

Roundtable Discussion: Current Status and Challenges of the Global Lithium Battery Raw Material Supply Chain

Moderator:

Zhicheng Zhou, Senior Analyst, SMM New Energy Industry Research

Guest Speakers:

Dr. Mark Mistry, Senior Public Policy Manager, Nickel Institute

Tsutomu Aoki, Head of Battery Division, BASC Japan Battery Supply Chain Association

Elizaveta Iakubets, Battery Metals Trader, Open Mineral

Han Gao, Senior Analyst, S&P Global Mobility

April 17

Battery Materials Forum

Click to Watch the Live Video

Speech Topic: 2025 Trends and Supply-Demand Pattern Changes in China's LFP Cathode Material Industry

Guest Speaker: Bolin Chen, Cathode Materials Analyst, SMM

Speech Topic: Technological Advances and Opportunities in LFP Materials

Guest Speaker: Guorong Hu, Chief Scientist, Sichuan Development Lomon Co., Ltd./Professor, Central South University

Guorong Hu, Chief Scientist of Sichuan Development Lomon Co., Ltd. and Professor at Central South University, shared insights on "Technological Advances and Opportunities in LFP Materials." He stated that cathode materials are the core and key materials of lithium-ion batteries, determining their performance and cost. Due to cost and safety advantages, LFP has become the market mainstream, with a market share exceeding 70%. With advancements in lithium battery manufacturing and automotive technologies, the application of LFP blade batteries, CTP, CTC, CTB, and the introduction of high-compaction density LFP have significantly improved LFP energy density. LFP batteries are now widely used in the passenger EV and ESS markets. The coexistence of multiple production routes for LFP and iron phosphate requires future technological improvements in raw materials, production processes, and key equipment to significantly reduce production costs and enhance product performance. High-compaction density LFP, high C-rate LFP, and low-cost LFP represent future opportunities.

Expert Talk: Technological Advances and Opportunities in LFP Materials

Speech Topic: "Phosphorus" Driving New Quality Energy, Innovating a Green Future—Phosphorus-Based Materials Empowering High-Quality Development of the New Energy Industry

Guest Speaker: Songhua Zhou, General Manager, Guizhou Phosphate Chemical New Energy Technology Co., Ltd.

Opening: Era Opportunities and Challenges in the New Energy Industry

The National Energy Administration released 2024 national power industry statistics, showing China's cumulative installed power generation capacity reached approximately 3.35 billion kW, up 14.6% YoY.Among them, the installed solar power generation capacity reached approximately 890 million kW, up 45.2% YoY, while the installed wind power capacity stood at around 520 million kW, up 18.0% YoY. By the end of 2024, China's new PV installations had ranked first globally for 12 consecutive years, and its cumulative installations had led the world for 10 consecutive years. In January-February 2025, the production and sales of NEVs reached 1.903 million and 1.835 million units, respectively, both up 52% YoY, with NEV sales accounting for 40.3% of total new car sales. Phosphorus-based materials: the "key" to the new energy industry. Phosphorus: widely present in nature, it holds significant importance for life, industry, and the environment. Ensuring national food security—"China feeds 21% of the global population with 9% of the world's arable land, while consuming 33% of the world's fertilizers." Ensuring national energy security—China is the second-largest holder of phosphate ore reserves and the world's largest producer of phosphate ore. The application of phosphorus in the new energy industry is becoming increasingly widespread, particularly showing great potential in battery materials and energy storage technologies. LFP batteries, due to their comprehensive advantages such as low cost, good safety performance, high specific capacity, excellent high-temperature performance, high power output, long cycle life, and environmental friendliness, are widely used in popular NEVs priced below 250,000 yuan in China, such as the Zeekr 001, XPeng P7i, Tesla Model Y, and Xiaomi SU7. LFP, LFMP... phosphorus-based materials empower the high-quality development of the new energy industry! Presentation Topic: The Evolution of LFP Battery Technology and Future Product Development Directions. Guest Speaker: Li Shuli, Director of the Research Institute, Guangzhou Great Power Energy Technology Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Technological Progress and Opportunities in Lithium-Rich Ferrite. Guest Speaker: Yan Dongwei, Director of the Research Institute, Tianjin Guoneng MGL New Materials Technology Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Haichen New Materials' Green Recycling Technology Proposition. Guest Speaker: Liu Yongchao, R&D Director, Xiamen Haichen New Materials Technology Co., Ltd. Presentation Topic: New Applications of Manganese-Based Materials in Small Power. Guest Speaker: Wang Zhengwei, Senior Vice President and CTO, Phylion Battery Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Progress in Recycling Iron Phosphate from Waste LFP. Guest Speaker: Zhang Jun, Chairman and General Manager, Shanghai Yonghan Materials Technology Co., Ltd. Presentation Topic: Pain Points and Solutions for Silicon-Based Anode Materials. Guest Speaker: Lin Shaoxiong, Deputy Director, Central Research Institute, Carbon One Group. International Mining Investment and Development Summit. Presentation Topic: New Trends, Hot Topics, and Future Prospects in Global Critical Mineral Supply Stability Research. Guest Speaker: Tang Jinrong, Deputy Secretary of the Party Committee and Deputy Director, Development Research Center, China Geological Survey. Presentation Topic: Opportunities and Challenges in New Energy Minerals in 2025. Guest Speaker: Zhang Sikai, Chief Analyst of the New Energy Industry, Minmetals Securities Co., Ltd. Presentation Topic: The Impact of the New Mineral Resources Law on Mining Enterprises. Guest Speaker: Lu Xiaowu, Leading Partner of the Mining Legal Team, Shuren Law Firm. Presentation Topic: Promoting Services through Investment—Integrating into the Full Chain of Mining Rights Transactions. Guest Speaker: Zhang Xinwei, Co-founder and CEO, Beijing Dixin Interactive Technology Co., Ltd. Presentation Topic: Legal Risks and Prevention in Overseas Mining M&A. Guest Speaker: Li Binghan, Compliance Officer, Legal and Compliance Department, CMOC Group. Release of the "2025 Mining Investment and Development" White Paper. Shuren Law Firm, Beijing Dixin Interactive Technology Co., Ltd. Presentation Topic: Tax and Business Considerations for Chinese Mining Enterprises Going Global. Guest Speaker: Zhang Ru, Business and Tax Partner, Deloitte. Presentation Topic: Heading South—Opportunities and Challenges for Chinese Enterprises Investing in Indonesia. Guest Speaker: Xu Yongdong, Chief Partner, Aninda Wardhana & Partners, Tuowei Law Firm. Presentation Topic: Digital Energy Mine Microgrid Solutions. Guest Speaker: Lei Ying, Vice President of Huawei Smart Mine Microgrid, Huawei Technologies Co., Ltd. Presentation Topic: Sharing Experiences in New Energy Mineral Technology and Investment. Guest Speaker: Zou Kuihuang, Vice President, Shandong Xinhai Mining Technology & Equipment Co., Ltd. Roundtable Discussion: Opportunities and Challenges in Mineral Investment in 2025. Li Li, General Counsel, CMOC. Zhang Tong, General Manager of the Strategic Center, Ganfeng Lithium. Sun Xiao, Investment Director, Shandong Gold. Zhang Sikai, Chief Analyst of the New Energy Industry, Minmetals Securities Co., Ltd. Zhang Weibo, Chief Researcher, Development Research Center, China Geological Survey. Presentation Topic: Integrated Solutions for Off-Grid Mining New Energy Power Systems Based on Grid-Forming Technology. Guest Speaker: Rui Yunze, ESS Industry Director, NR Electric Co., Ltd. Project Roadshow—Recommendations for High-Quality Domestic and Overseas Mining Projects. Battery Auxiliary Materials Forum. Presentation Topic: Prospects for Composite Copper Foil Preparation Technology and Its Advantages in Lithium Batteries. Guest Speaker: Li Wu, Second-Level Researcher and Doctoral Supervisor, Qinghai Institute of Salt Lakes, Chinese Academy of Sciences. The Development History of Composite Copper Foil. Composite copper foil has become a carnival in the industry, with market demand, capital, hardware, and industry talent, but lacking rigorous scientific research. II. Composite Copper Foil. The Confusion of Composite Copper Foil. Many existing issues with composite copper foil stem from its ambiguous positioning, including product material, technology selection, equipment route, and application fields. Expert Post: Prospects for Composite Copper Foil Preparation Technology and Its Advantages in Lithium Batteries. Presentation Topic: Applications of High-End Lithium Battery Copper Foil in the New Energy Industry. Guest Speaker: Wang Shengxian, Ph.D., Shenzhen Longdian Huaxin Technology Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: High-Performance Flame-Retardant and Thermally Conductive Silicone Potting Compounds. Guest Speaker: Zhou Qing, Ph.D., Associate Professor, Zhejiang Sci-Tech University. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: From Ground to Sky, Driving a Green Future. Committed to Becoming a Global Leader in New Energy Packaging Materials. Guest Speaker: Qian Yunpeng, East China Regional Sales Manager, New Energy Product Sales Department, Guangzhou Jitian Chemical Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) April 17. New Energy PV ESS Forum. Presentation Topic: Development Opportunities and Challenges in the Global ESS Market. Guest Speaker: Ye Mingyuan, Senior ESS Consultant, SMM. SMM Senior ESS Consultant Ye Mingyuan shared insights on "Development Opportunities and Challenges in the Global ESS Market." He noted that global ESS demand growth has slowed due to policy adjustments in China and the US, with an expected growth rate of around 5% in 2025. Post-2025, as global ESS planning is gradually completed, ESS will transition into a stock market, and the success of market transformations in China and the US may lead to a rebound in growth, driving the global ESS market to grow at a compound rate of 10%. SMM predicts that China's ESS market will see a compound annual growth rate (CAGR) of around 9.5% from 2025 to 2030, while the North American market will achieve a CAGR of approximately 7.4% during the same period. The European ESS market is expected to reach a CAGR of 23.4% from 2025 to 2030. Global Energy Transition Boosts ESS Market Growth. Global renewable energy generation is increasing year by year, and under the backdrop of energy transition, ESS development is ushering in new growth points. With the continuous advancement of global carbon reduction and carbon neutrality actions, the transition from a fossil fuel-dominated energy structure to a clean and low-carbon energy structure has become a clear trend, presenting development opportunities for renewable energy (PV & wind power). As of now, over 190 countries have signed the Paris Agreement: by 2030, China, the US, and the EU will each have carbon reduction targets exceeding 50%, and as economically strong nations, they will become long-term core carbon reduction regions. Energy Structure Adjustment Becomes a Clear Trend Under the "Carbon Neutrality" Background. Currently, renewable energy (PV & wind power) accounts for 31% of the energy mix. To achieve the "carbon neutrality" goal, the proportion of renewable energy is expected to increase to 42% by 2030 and exceed 53% by 2050. However, factors such as the instability of new energy generation have stimulated the development of ESS. The Global ESS Market Presents Different Development Trends Due to Energy Transition and Policy Shifts. Global ESS demand growth has slowed due to policy adjustments in China and the US, with an expected growth rate of around 5% in 2025. Post-2025, as global ESS planning is gradually completed, ESS will transition into a stock market, and the success of market transformations in China and the US may lead to a rebound in growth, driving the global ESS market to grow at a compound rate of 10%. SMM: Development Opportunities and Challenges in the Global ESS Market, Expected Growth Rate of Around 5% in 2025. Presentation Topic: Evolution Path of New Power Systems and ESS Development. Guest Speaker: Sun Guangzeng, Energy Strategy and Planning Research Institute, State Grid Energy Research Institute. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Development Trends of New-Type ESS Under New Circumstances. Guest Speaker: Tang Tuo, Consulting Engineer, Policy and System Research Institute, Nengjian Times (Shanghai) New Energy ESS Technology Research Institute Co., Ltd. Tang Tuo, Consulting Engineer at the Policy and System Research Institute of Nengjian Times (Shanghai) New Energy ESS Technology Research Institute Co., Ltd., shared insights on "How the PV ESS Industry Can Move from 'Cut-Throat Competition' to 'Win-Win' in the Era of Overcapacity." He stated that transaction prices in the new energy market may further decline, especially for PV projects with higher output consistency, potentially leading to negative electricity prices during peak PV generation periods. New energy investment and development strategies are shifting from "pure resource competition" to "comprehensive capability competition," with the returns of new energy investment entities directly linked to planning and layout capabilities, cost control capabilities, transaction operation capabilities, and technological innovation capabilities. Power system regulation resources face short-term demand declines but long-term demand increases, with regulatory resources transitioning from "policy-driven" to "market-driven," potentially leading to further widening of peak-valley price spreads and increased auxiliary service revenues. ESS on the power supply side is cooling overall, with development focus shifting to grid-side and user-side shared standalone ESS. How Can the PV ESS Industry Move from "Cut-Throat Competition" to "Win-Win" in the Era of Overcapacity? [New Energy Summit] Presentation Topic: Engineering Practices for Synergistic Carbon Reduction in the Nonferrous Metallurgy Industry and New Power Systems. Guest Speaker: Liao Siyang, Associate Professor, School of Electrical and Automation Engineering, Wuhan University. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Zero-Carbon Parks, the Next Main Battlefield for ESS. Guest Speaker: Liu Guohua, Chief Engineer of the EPC Division, Grid Engineering Company, Northwest Electric Power Design Institute Co., Ltd., China Power Engineering Consulting Group. Zero-Carbon Parks Are Expected to Experience Explosive Growth. On December 12, 2024, the concept of "zero-carbon parks" was first mentioned at the Central Economic Work Conference.The meeting clarified the establishment of a batch of zero-carbon parks. On December 13, 2024, Jin Zhuanglong, Party Secretary and Minister of the Ministry of Industry and Information Technology, presided over an expanded Party group meeting. The meeting pointed out the need to deeply promote green and low-carbon development in industry, implement industrial energy conservation and carbon reduction actions, and build a number of zero-carbon factories and zero-carbon industrial parks. From December 26 to 27, 2024, the National Industrial and Information Technology Work Conference was held in Beijing. The meeting emphasized intensifying efforts in industrial energy conservation and carbon reduction, and exploring the advancement of zero-carbon factories and zero-carbon industrial parks. Green park energy services are an essential path to achieving the "dual carbon" goals and practicing the high-quality development strategy. China has over 87,000 industrial parks, whose carbon emissions account for more than 30% of the national total. The core of zero-carbon parks lies in green energy and a zero-carbon supply chain, forming a green and low-carbon manufacturing system and green output, which can strongly promote the low-carbon transformation of existing industrial parks. Many regions have included the construction of zero-carbon parks in their 2025 Government Work Reports. For example, the 2025 Government Work Report of Guangxi Zhuang Autonomous Region stated the need to strengthen energy conservation and carbon reduction technological transformations in traditional industries, promote pilot projects for coordinated innovation in pollution and carbon reduction, and establish a batch of zero-carbon parks. The 2025 Government Work Report of Yunnan Province highlighted the high-quality construction of zero-carbon parks. The 2025 Government Work Report of Fujian Province proposed the circular transformation of provincial-level parks, exploring coordinated innovation paths for cities, parks, and enterprises in pollution and carbon reduction, accelerating the construction of a batch of zero-carbon parks, and supporting Meizhou Island in striving to become a "near-zero carbon island" jointly built by the ministry and the province. Zero-carbon parks are expected to experience explosive growth. What role does energy storage play in zero-carbon parks? Presentation Topic: Fire Prevention Research and Solutions for Lithium Battery Applications Guest Speaker: Fan Rong, Engineer, New Energy Safety Research Center, Institute of Building Fire Protection, China Academy of Building Research (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Efficient Power Generation, Worry-Free Guarantee: Ginlong Assists High-Energy-Consumption Enterprises in Low-Carbon Development Guest Speaker: Xu Tong, Senior Product Manager, Ginlong Technologies Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Industrial and Commercial Energy Storage Solutions Leading the Green Transformation of the Metal Industry Guest Speaker: Yang Shu, Vice President, Jiangsu Weiheng Intelligent Technology Co., Ltd. Presentation Topic: Integrated Generation-Grid-Load-Storage Solutions Supporting High-Energy-Consumption Industries Guest Speaker: Xie Lirong, Manager, Smart Energy Business Department, NARI Group Power Grid Branch (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Current Status and Trend Analysis of Industrial and Commercial Energy Storage Development Guest Speaker: Wang Liang, R&D Director, Ganfeng LiEnergy (Dongguan) Technology Co., Ltd. Overall Growth Scale Global Installations in 2024: Global new installations of industrial and commercial energy storage are expected to reach 4.4 GW/10.9 GWh, indicating sustained growth in demand for industrial and commercial energy storage worldwide. Domestic Market Installations in 2024: In the Chinese market, new installations are approximately 2.8 GW/7.5 GWh, up 53.06% YoY. The market demand is robust, supported by strong policies, with broad prospects for future development. Global and Chinese Market Forecast for 2025: This year, global new installations are expected to reach 6.1 GW/15.26 GWh, while domestic new installations are projected at 4.8 GW/10.56 GWh. This also indicates more investment and development opportunities in the field in the coming years. Ganfeng LiEnergy Discusses: Current Status and Trend Analysis of Industrial and Commercial Energy Storage Development Presentation Topic: Current Status/Challenges of China's Aluminum Industry and the Path of Energy Transformation Guest Speaker: Pan Cunxiang, Secretary General, Xinjiang Nonferrous Metals Industry Association (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Difficulties and Solutions in Carbon Reduction in Aluminum Production and Processing Environments Guest Speaker: Ma Liangjun, Director, Jiangsu Region, Industrial and Commercial Sales Department, Xi'an JD Energy Co., Ltd. Presentation Topic: How Spot Power Trading Helps High-Energy-Consumption Enterprises Reduce Costs and Increase Efficiency Guest Speaker: Wang Yubo, Deputy General Manager, Beijing Yineng Zhongwang Technology Co., Ltd. Presentation Topic: Ampace's Full Life Cycle Solutions for Industrial and Commercial Energy Storage from an Investor's Perspective, Considering Operational Indicator Reliability Guest Speaker: Qiu Dianbing, Xiamen Ampace Technology Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Application Value and Development Trends of Digital Intelligence Energy Storage Technology in High-Energy-Consumption Enterprise Scenarios Guest Speaker: Zhu Mingchun, China Marketing General Manager, Hongzheng Energy Storage (Shanghai) Energy Technology Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Efficient and Stable Operation of Energy Storage Power Stations Driven by AI Technology Guest Speaker: Fan Zeyu, Senior Product Manager, Jiangsu Linyang Energy Storage Technology Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Legal Risks and Prevention in the Application of Integrated Generation-Grid-Load-Storage in Mining Enterprises Guest Speaker: Ma Yuqi, Senior Partner, Head of Mining Energy M&A and Restructuring Department, Beijing Yuren Law Firm Ma Yuqi, Senior Partner and Head of the Mining Energy M&A and Restructuring Department at Beijing Yuren Law Firm, shared insights on the topic of "Legal Risks and Prevention in the Application of Integrated Generation-Grid-Load-Storage in Mining Enterprises." She stated that integrated generation-grid-load-storage is an essential path for the green transformation of mines, enabling optimized energy utilization, reduced energy consumption, minimized environmental impact, and driving mining enterprises towards sustainable development. During the implementation of integrated generation-grid-load-storage projects, the principle of compliance first must always be adhered to. Fully recognizing the existence of legal risks and taking effective preventive measures to ensure the legal and compliant operation of projects. Risk prevention and compliance operations help achieve a win-win situation for new energy enterprises and mining enterprises. Lithium Battery Recycling Forum Click to View Live Video Stream Opening Speech Zhou Bo, Executive Vice President, SMM Click to View Guest Speeches Lin Xiuchuan, General Manager, Lithium Battery Production Line, Jereh New Energy Recycling Technology Co., Ltd. Presentation Topic: Leading the Resource Recycling Revolution, Building a Green Circular Future Guest Speaker: Xu Bo, Senior Engineer, Jereh New Energy Recycling Technology Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Progress in Cathode and Anode Material Repair and Restoration Guest Speaker: Ai Wuyun, Founder and Chairman, Shenzhen Xinmao New Energy Technology Co., Ltd. Purpose and Significance of Lithium Battery Recycling Purpose of Recycling: Efficient Resource Utilization: Reducing dependence on primary mineral sources and alleviating resource shortage pressures; Reducing Environmental Pollution: Mitigating environmental pollution risks; Cost Reduction: Meeting industry cost reduction needs; Technological Breakthroughs: Addressing low recovery rates and performance degradation issues; Significance of Recycling: Promoting a circular economy; supporting the sustainable development of the new energy industry; fostering the development of emerging industries; enhancing strategic resource security; energy conservation and carbon reduction; fulfilling international responsibilities; high-value utilization. Experts Discuss: Progress in Cathode and Anode Material Repair and Restoration Presentation Topic: Progress and Challenges in Lithium-Ion Battery Recycling in Japan Guest Speaker: Kenji Takeda, Chief Representative, Nickel Institute Japan Office Presentation Topic: Application and Case Sharing of DRCC® Low-Energy Deep Concentration Technology in Lithium Recovery Guest Speaker: Bao Wei, General Manager Assistant, Jiangnan University EMBA Mentor, Qiantong Environmental Technology (Suzhou) Co., Ltd. Presentation Topic: Application Research on Cutting-Edge Lithium Battery Recycling Solutions Guest Speaker: Dr. Meng Xiao, General Manager, Senior Engineer, Cyclewell (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: How to Make Battery Recycling Projects a Choice for Investors Guest Speaker: Liu Ying, Chairman/CEO, Ningbo Weifu Technology Co., Ltd. Presentation Topic: Breaking Through 2025: Profit Analysis of China's Lithium Battery Recycling and Opportunities and Challenges Under Policy Changes Guest Speaker: Lin Ziya, Lithium Battery Recycling Industry Analyst, SMM Lin Ziya, Lithium Battery Recycling Industry Analyst at SMM, explored the topic of "Breaking Through 2025: Profit Analysis of China's Lithium Battery Recycling and Opportunities and Challenges Under Policy Changes." She stated that with the ongoing global carbon neutrality process, the power and energy storage markets are experiencing explosive growth, and the demand for lithium batteries remains optimistic, although marginal growth rates are slowing. Considering cost and safety issues, the penetration rate of the LFP system will continue to steadily increase globally. Currently, China's recycling industry is still in a stage of overcapacity, gradually achieving capacity exit. SMM: Profit Analysis of China's Lithium Battery Recycling and Opportunities and Challenges Under Policy Changes All-Solid-State Battery Forward-Looking Technology Forum Click to View Live Video Stream Presentation Topic: Industrialization Progress of Key Materials for Wanbang Shenghui Solid-State Batteries Guest Speaker: Yu Yanan, Manager, Achievement Transformation Center, Sichuan Wanbang Shenghui New Energy Technology Co., Ltd. Presentation Topic: Key Manufacturing Processes and Equipment for Solid-State Batteries Guest Speaker: Du Yixian, Dean, Research Institute, Guangdong Liyuanheng Intelligent Equipment Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Industrialization Technology and Engineering Challenges of Oxide Solid-State Batteries Guest Speaker: Lin Jiu, General Manager, Zhejiang Fengli New Energy Technology Co., Ltd. (At the request of the speaker, this presentation will not be publicly available.) Presentation Topic: Mixed Challenges and Solutions in Current and Future Battery Production Guest Speaker: Luo Yongheng, Chief Engineer, Dry Process, Jiangsu Daojin Intelligent Manufacturing Technology Co., Ltd. Presentation Topic: Unlocking the Application of High-Energy Solid-State Batteries in the Low-Altitude Economy Guest Speaker: Sun Li, President, Shenzhen Xinjie Energy Technology Co., Ltd. Presentation Topic: Prospects of Zirconate as a Solid Electrolyte Guest Speaker: Dr. Roberto C. Dante, PhD, Chief Research Officer, CEO, 2Dto3D S.r.l.s. Solid-State Battery (SSB) As the core of solid-state batteries, solid electrolytes play a key role in determining ion transport kinetics and interface compatibility with cathodes and anodes. Based on their functional characteristics, they can be subdivided into cathode electrolytes, bulk electrolytes, and anode electrolytes. Advantages of SSB (Solid-State Battery) Improved safety due to the absence of flammable and toxic liquids; Environmental protection, long life (>10,000 cycles), fast charging, high-temperature operation; Higher voltage per cell due to easier implementation of bipolar stacking; higher battery voltage due to higher cathode voltage; inorganic solid electrolytes outperform polymer electrolytes in thermal stability, ionic conductivity, and electrochemical window.

Expert Discussion: Prospects of Zirconate as a Solid-State Electrolyte

Presentation Topic: Analysis of Global Solid-State Battery Competition Landscape and Introduction of Technology Roadmap

Guest Speaker: Jian Zhu, Senior Consulting Project Manager, SMM

Presentation Topic: Current Status and Trends of China's Lithium-Ion Battery Industry Development

Guest Speaker: Yanlong Liu, Former Secretary General, China Industrial Association of Power Sources

Hydrogen Energy Industry Development Forum

Presentation Topic: Interpretation of China's Low-Carbon Hydrogen Industry Policies

Guest Speaker: Hao Chen, Director, Hydrogen Energy Research Institute, Xuyang Group

Presentation Topic: Current Status and Development Trends of the Hydrogen Production Electrolyzer Industry

Guest Speaker: Yong Shi, Chief Engineer, Jiangsu TrinaSolar Yuan Hydrogen Technology Co., Ltd.

Presentation Topic: Current Status and Prospects of Pure Magnesium-Based Solid-State Hydrogen Storage

Guest Speaker: Yuxiang Zhang, Co-Founder and Director, Ai Hydrogen Technology (Suzhou) Co., Ltd.

Presentation Topic: Economic Analysis of Hydrogen for Fuel Cell Commercial Vehicles

Guest Speaker: Xiaohua Wu, Professor, School of Automotive and Transportation, Xihua University

Presentation Topic: Application and Development of Green Hydrogen in the Petrochemical Industry

Guest Speaker: Junfeng Rong, Chief Expert, Sinopec Research Institute of Petroleum and Petrochemicals

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: Another Path to the New Energy Revolution: Building the Hydrogen Fuel Cell Vehicle Ecosystem

Guest Speaker: Xiang Yu, Project Director, Beiqi Foton Motor Co., Ltd.

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: The General Trend of China's Hydrogen Energy Industry and Corporate Capital Operation Prospects

Guest Speaker: Bingyang Li, Senior Partner and General Manager of New Energy Division, Hejun Consulting

April 18

Low-Altitude Economy Forum

Presentation Topic: Current Status and Trends of the Low-Altitude Economy Industry

Guest Speaker: Ying Zhou, Deputy Secretary General, Shanghai General Aviation Industry Association

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: New Battery Scenarios: The Green Heart Driving eVTOL to Soar in the Sky

Guest Speaker: Zhiwen Huang, Global Product Management Director, Farasis Energy (Ganzhou) Co., Ltd.

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: "Low-Altitude + N" Illuminating the Future: A Trillion-Dollar Track Leading Industrial Leap

Guest Speaker: Yuehua Meng, Vice President, United Aircraft Group

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: Investment Opportunities in the Low-Altitude Economy and Analysis of Rotor/Propeller Technology Challenges

Guest Speaker: Changwei Yang, Chief Expert, Minth Group

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: Solutions for Urban Low-Altitude Economic Development

Guest Speaker: Congxi Chen, Director of Low-Altitude Economy Committee and Researcher, Aircraft Owners and Pilots Association of China

Discussion on Current Issues in the Development of China's Low-Altitude Economy

Analysis and Discussion of Existing Issues:

1. Incomplete Policy and Legal System

Not yet elevated to the legal level, currently dominated by regulations, ordinances, and policies; not included in territorial spatial planning;

2. Unclear Management Functions and Law Enforcement Authority for Different Types and Levels of Airspace, with Many Operational Restrictions and Ownership Issues

For example, 0-300 meters is under local government jurisdiction, but the specific law enforcement department responsible for regulatory functions is not clearly defined.

3. Lack of Top-Level Design Tailored to Local Conditions in Regional Development, with Severe Homogeneity and Lack of Industrial Uniqueness and Novelty

4. Insufficient and Uneven Low-Altitude Infrastructure Construction, Lacking Coordinated Planning

5. Technological Bottlenecks and Insufficient Innovation, with a Large Talent Gap

According to the Ministry of Human Resources and Social Security, the current shortage of drone pilots exceeds 1 million, with uneven distribution of drone R&D and manufacturing enterprises, limited in number and patents;

The Global Low-Altitude Economy Market Size is Expected to Reach 4 Trillion Yuan in the Next 5 Years. What is the Future of Urban Low-Altitude Economy?

Overseas Market Forum

Presentation Topic: Lithium-Ion Battery Recycling in the EU

Guest Speaker: Andrea Mirandola, Global Business Director, Duesenfeld GmbH

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: Scaling Up Solid-State Battery Manufacturing: Challenges and Innovations

Guest Speaker: Richard Bouveret, CEO, Blue Solutions

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: Catalonia: An Economy Coexisting with Vitality, Industrialization, Openness, and Innovation

Guest Speaker: Shumin Zhang, Senior Trade and Investment Officer for China, Catalonia Trade & Investment Shanghai Office

Presentation Topic: Assisting Chinese Enterprises in Establishing Overseas Factories

Guest Speaker: Fei Ye, Vice President, Open Hungary Co., Ltd.

(At the request of the speaker, this presentation will not be publicly available)

Presentation Topic: Investment Opportunities in Thailand

Guest Speaker: Baofen Zhong, Director and Consul, Investment Promotion Division, Royal Thai Consulate General in Shanghai, and Thailand Board of Investment Shanghai Office

Thailand - An Important Gateway to ASEAN and Asia

Well-Developed Infrastructure: Strategic location advantage connecting China and ASEAN; comprehensive and well-developed infrastructure (water, electricity, seaports, airports, railway systems); 70 standard industrial parks in 17 provinces

Digital Advantages: Digital infrastructure/5G; world-class data centers and cloud services; digital and startup ecosystem and community; high-level digital transformation and application system.

Developed Supply Chain: Leading manufacturing center and strong supply chain in automotive, electronics, electrical, and chemical fields.

Market: Consumer group size of over 66 million; access to the larger ASEAN market, covering a consumer population of 680 million; 16 free trade agreements signed with 23 countries + RCEP.

Human Resources: Estimated number of new STEM graduates from 2022 to 2026: over 184,000 engineering degrees; over 110,000 science degrees.

Green Transition Policies: Incentive policies for green transition; green electricity prices for utilities (UGF): bundled with renewable energy certificates (REC), with additional and traceable options.

Safety and Low Risk: High-inclusion investment environment with no disputes across multiple countries, low-risk area for natural disasters.

Living Environment in Thailand: 64 JCI-certified hospitals with world-class healthcare systems; 236 international schools nationwide, aligning global curricula with schools in your country/region and ensuring educational continuity.

With Strategic Industries Such as New Energy Vehicles and Semiconductors, What Investment Opportunities Exist for Enterprises in Thailand?

Presentation Topic: How to Enter Europe: Opportunities and Strategic Policy Guidance for Chinese Battery Enterprises

Guest Speaker: Dennis Roman Gallus, Chief Consultant, Roland Berger International Management Consulting

Roundtable Discussion: Exploring the Transformation of the Global Battery Market

Moderator:

Rui Ma, Head of New Energy Research, SMM

Guest Speakers:

Dr. Olayinka Fayomi, Chairman, FIN Overseas Investment Alliance

Mattias Debroyer, Economic and Commercial Consul, General Representative of the Brussels Capital Region, Belgian Investment Promotion Agency

Fergal Harrington, Business Development Director, Beatty E-magy

Tom Fairlie, Senior Sustainability Manager, International Cobalt Association

Suzhou Virtual Power Plant Ecosystem Forum (3rd Edition)

Leadership Messages and Speeches

Chenjun Lu, Director, Suzhou Development and Reform Commission

Huibin Lu, Chairman, State Grid (Suzhou) Urban Energy Research Institute

Yanting Yi, Vice President, SMM

Presentation Topic: Global Outlook and Experience Analysis of Virtual Power Plants

Guest Speaker: Zhanghua Zheng, Senior Researcher, Global Energy Interconnection Development and Cooperation Organization

Presentation Topic: Sharing Typical Experiences of International Virtual Power Plant Market Mechanisms

Guest Speaker: Wenjuan Niu, Senior Engineer, State Grid Jiangsu Electric Power Company Economic Research Institute

Presentation Topic: Analysis of Domestic and Overseas Virtual Power Plant Practices and Suggestions for High-Quality Development

Guest Speaker: Yuchen Cao, Researcher, Energy Internet Research Institute, State Grid Energy Research Institute

Presentation Topic: Analysis of Several Key Issues in the High-Quality Development of China's Virtual Power Plants

Guest Speaker: Xiaodong Zhao, Senior Engineer, Energy Research Institute, China Academy of Macroeconomic Research

Presentation Topic: Thoughts on the Development Models and Technical Forms of Virtual Power Plants

Guest Speaker: Shuyang Wang, Virtual Power Plant Business Director, Energy Use Research Institute, China Electric Power Research Institute

Presentation Topic: Sharing the Construction Ideas of Domestic Typical Virtual Power Plant Projects

Guest Speaker: Tao Zheng, Deputy Chief Engineer, R&D Center, NARI Technology Co., Ltd.

Presentation Topic: What Kind of Power Market is Needed for Virtual Power Plants + Microgrids + V2G?

Guest Speaker: Yu Liao, Founder, German Chinese New Energy Association

Presentation Topic: Practice of Provincial Virtual Power Plant Dispatch and Control System Construction

Guest Speaker: Wenfei Yi, Director, Automation Office, Relay Protection Automation Center, State Grid Jiangsu Electric Power Research Institute

Presentation Topic: Synergistic Carbon Reduction of Industrial Virtual Power Plants and New Power Systems

Guest Speaker: Siyang Liao, Associate Professor, School of Electrical and Automation Engineering, Wuhan University

Presentation Topic: Development Path Planning and Suggestions for Suzhou's "15th Five-Year Plan" Virtual Power Plants

Guest Speaker: Guang Chen, Deputy Director and Ph.D., Energy Strategy and Planning Research Institute, State Grid (Suzhou) Urban Research Institute

Presentation Topic: Practical Experience of Virtual Power Plants Empowering Energy Assets

Guest Speaker: Yanan Qian, Deputy General Manager, Xiexin Shengneng Integrated Energy Service Co., Ltd.

Presentation Topic: Suzhou Virtual Power Plant Practice Cases and Future Prospects

Guest Speaker: Qiang Zhang, Deputy General Manager, Jiangsu Huagong New Energy Technology Co., Ltd.

Presentation Topic: Evolving Energy: Technical Path and Prospects of Virtual Power Plants

Guest Speaker: Wenqi Dong, Virtual Power Plant Project Expert, GoodWe Technologies Co., Ltd.

Presentation Topic: Thoughts on the Application of Virtual Power Plants Under the New Policy of New Energy Fully Entering the Power Market

Guest Speaker: Haiming Fu, Deputy General Manager and Head of Smart Energy Division, Shanghai Caishen Energy Technology Co., Ltd.

Presentation Topic: Practice of Large-Scale Vehicle-to-Grid Interactive Virtual Power Plants Based on Intelligent Decision-Making

Guest Speaker: Chen Xiang, Power Trading Director, Shanghai NIO Co., Ltd.

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