China International LiCoNi Summit 2020
2020/05/16 09:00~2020/05/16 16:00
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更多Day One, July 13th
08:00-11:30 Registration and networking
11:30-13:30 Lunch buffet
13:30-13:45 Opening address
13:45-14:30 Finding opportunities in crisis-global coronavirus epidemic outbreak and new infrastructure projects, breaking point of China and global macroeconomic situation in 2020
• China Manufacturing PMI in February fell to 35.7%, breaking historical low because of COVID-19 outbreak
• Coronavirus has become a global epidemic, which has profound impact on Automobile supply chain as well as non-ferrous industry in Japan and Korea
• China solution of Marco-control –“New Infrastructure Construction” strongly supporting urbanization, private capital, PPP and fast-growing industry such as 5G, artificial intelligence, industry internet and education & medical treatment
Peng Fu, Chief Economist, Northeast Securities
14:30-15:00 Latest policies interpretation in China's new energy vehicle industry
• According to the “Development Plan of China New Energy Vehicle Industry (2021-2035)”, new energy vehicle will account for 25% of total sales in 2025.
• Further research of “Three vertical (EBV, PHEV,FCV) and three horizontal(BMS, Motor & electric control, Internet connection & AI)”.
• Release and interpretation of new subsidy policy(National & Local) on new energy vehicle market after coronavirus epidemic
• Analysis of Dual-credit quota policy
Dongshu Cui, Secretary General, China Passenger Car Association
15:00-15:30 The EV battery Technology Development
• COVID-19 impact on EV battery market
• Installation situation update of ternary battery in China
• Technical development of high nickel cylindrical battery with its demand for cathode and anode materials
Jian Lin, CTO, BAK Battery
15:30-16:00 It’s all about Price!
• Analysis of Li, Co, Ni Price fluctuation: from upstream mine to downstream battery materials
• How will price mechanism evolve with higher transparency throughout the industry chain?
• Third-party pricing & transaction cost- Why SMM prices are widely used as benchmark prices by more and more Chinese companies in non-ferrous metal industry.
Adam Fan, CEO, Shanghai Metals Market
16:00-16:30 Graphene carbon nanotube technology and lithium battery application
Xin Chen, Chairman, Shandong X-Carbon New material Technology Co., Ltd
16:30-17:00 How to build to last in New Energy Industry: from extensive development to prudent investment
Racket Hu, Vice President, Shanghai Metals Market
17:00-17:30 Review and outlook of global new energy battery market
• Global new energy battery market outlook(power, consumer, and energy storage batteries), production/capacity of installed batteries in 2019-2020.
• Existing capacity and expansion plans of key enterprises
• Fundamentals of cell companies: Market share, advanced technology, industry chain coverage or a new way out
Adam Panayi, Managing Director, Rho Motion
17:30-18:00 Panel Discussion: Blossom in cold times
Topics to be discussed by the panelists:
1. What is short-term and long-term impact of COVID-19 on new energy battery industry chain? How do you deal with it?
2. What are the key factors impacting on global Li, Co and Ni pricing? What is your move to control risk and cost down?
3. What are the opportunities in EV industry chain: mine investment, battery recycling, energy storage? How to seize them?
4. What do you think of China’s new energy vehicle subsidy? What challenges will China’s EV industry have in 2020?
5. LFP or NCM, which has a brighter future? Why?
18:00-20:00 Dinner banquet and award ceremony
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更多Day Two, July 14th
Sub-Forum 1:China International Cobalt & Nickel Industry Chain Forum
09:30-10:00 Indonesian nickel cobalt project using wet method
• Distribution and construction progress of Indonesian nickel cobalt projects
• Advantages and challenges analysis
Jianyong Cai, Chairman of the Board, Ningbo Lygend Resources & Technology Development Co., Ltd
10:00-10:30 Insight on the strategic plan of key mineral resources (Co, Ni, Li)
• Development of mineral resources of battery materials in 2019
• Key problems in the battery materials metal project
Yuanbin Yue, Secretary of the Board, China Molybdenum Co., Ltd
10:30-11:00 Current status of global cathode materials technology and prospect for power battery market
• Global cathode materials market size and features
• Development and prospect of global power battery market in 2020
• Technology development of LCO and NCM and demand trend for Cobalt
Ningbo Ronbay Lithium Battery Material Co., Ltd.
11:00-11:30 Market review and price forecast of global cobalt market
• Impact of COVID-19 on global Cobalt industry
• Review of China's cobalt market 2019: supply and demand analysis, integration of industry chain with its influence on pricing
• Prospect for Global cobalt market 2020
Yuan Huo, Senior Analyst, Shanghai Metals Market
11:30-12:00 Will there be enough nickel to supply the growing battery market?
• Overview of recent nickel trends in light of Covid-19
• Role of nickel in batteries and expected growth scenarios
• Review of nickel supply sources for batteries
• Feed sources for nickel sulphate production and costs of different routes
Jim Lennon, Senior Commodities Consultant, Macquarie Commodities Strategy
12:00-14:00 Lunch Buffet
14:00-14:30 Price review and market forecast of China's nickel market
• Price review in 2019 and market outlook for 2020
Yuqiao Liu, Senior Analyst, Shanghai Metals Market
Session- Battery Recycle Technology
14:30-15:15 New progress in cobalt smelting technology
• Review and features of cobalt smelting process
• Trend of cost in Cobalt smelting sector
Sanyou Wang, Chief Engineering Officer Hefei Youngy metal technology Co.,Ltd
15:15-15:45 Lithium-ion battery recycling technology & market report
• Review and prospect of recycling policy
• Trends and latest development in technology
Shengming Xu, Senior Researcher of New Energy Technology Research Institute, Tsinghua University
15:45-16:15 Key technologies of high-valued recycling and clean utilization of decommissioned power battery
- Is foreign recycling technology ahead of domestic technology?
- Key technologies of high-valued recycling
- Technology trend of recycling in the future
Yonggao Xia, Dorctor, Ningbo Institute of Materials Technology & Engineering, CAS
16:15-16:45 Korea Battery Recycle Technology
- EV Battery evaluation system and test methode for reuse, re-fabrication
- EV Battery grading test procedure and grade
- EV, ESS Battery 2nd life market and technology
Y.T.KIM, / R&D Planning Team Leader, Korea Battery Industry Association
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更多Sub-Forum 2:China International Lithium Industry Chain Forum
09:00-09:30 Prospect for development of power, digital battery and energy storage markets in 2020
• Status quo and development of downstream application of lithium battery (vehicles, mobile phones, energy storage)
• How COVID-19 hit the electronic components and automobile industry in Korea and Japan with its impact on global industry chain
• Application market capacity forecast 2020-2022
Yanlong Liu, Secretary General, China Industrial Association of Power Sources
09:30-10:00 Cost requirement and low cost technology of LFP
Zhiquan Wang, Vice President of Research Institute, Hefei Guoxuan Battery Materials Co., Ltd
10:00-10:30 Industrialization progress of LMO market
• Development of technology (cost reduction, mix with ternary materials) and changes in downstream application
Zhenwei Wang, Deputy General Manager/Head of R&D Center, Phylion Battery Co.,Ltd
10:30-11:00 Latest development of salt lake brine processing method
• Introduction of salt lake resources in China with its actual situation of development
• Development of method for extracting lithium from salt lake brine
• Extracting technology updates strengthen the price competence
Zengrong Li, Chairmen, Minmetal Salt Lake Co., Ltd
11:00-11:30 Inspection and Analysis Solution of New Energy Industry
Zhuo Song, Marketing Manager, METTLER TOLEDO Shaghai
12:00-14:00 Lunch Buffet
14:00-14:30 Distribution and mining of global lithium resource
• Status quo of Global lithium ore resources (spodumene, mica, brine) and mining Technology with cost analysis
• Production of existing mines and prospect for resumption of mines in suspension or output cut
• The trend of integration of Chinese companies participating in Lithium ore and brine projects
Anthony Tse, Executive Director, Galaxy Resources Ltd.
14:30-15:00 New production and modification technology of LFP and ideal anode materials
Wenbing Luo, Professor, Northeastern University
15:00-15:30 Review & Price forecast of global Li market 2019-2022
• How COVID-19 impact on global Lithium market
• Global lithium demand/supply and inventory analysis
• Lithium Price review and forecasts
Jingjing Qin, Senior Analyst, Shanghai Metals Market
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更多Sub-Forum 3:China International Lithium Battery Materials Forum
09:00-09:25 Analysis of trend and volume of China Lithium ion battery market
• Existing market volume and increase analysis of China new energy power battery
• Prospect of China consumer battery market
Hui Wu, General Manager of Research Department, EV Tank
09:25-9:50 Technology update of high-energy-density batteries with best practice of industrialization
Xin Ma, Chairman, Jiangsu Sionex Energy Technology Co., Ltd
9:50-10:15 Status quo of battery grade graphite industry and prospect of application development
• Analysis of cost and performance of natural graphite vs synthetic graphite
• How to increase the product yield by technology improvement
• Impact of new anode materials on graphite industry
Cheng Lei, Technology Director, Baowu Carbon Technology Co., Ltd
10:15-10:40 Development and application of graphene composite silicon carbon anode materials
Zhaopin Liu, Laboratory director, Ningbo Institute of Materials Technology & Engineering, CAS
10:40-11:05 Development of electrolyte for high performance lithium ion batteries
Chong Mao, GM of Electrolyte Department, Zhuhai Saiwei Electric Materials Co., Ltd
11:05-11:30 New development of battery enterprises assisted by electrolyte solvent of lithium battery
Bowen Liu, R&D Director, Haikeg Group
11:30-11:55 Effect of new additives on safety performance of high specific energy lithium ion batteries
Bingxue Liu, Senior Research Supervisor, China Automotive Battery Research Institute
12:00-13:30 Lunch Buffet
End of summit