Jul 13th-14th, 2020

Ningbo, China

Organiser

Supporting industrial organisations

Co-organiser

Supporting partners
 Jul 13th-14th, 2020
Ningbo, China
Background

With the rapid growth of electric vehicles and energy storage, the lithium,
Cobalt & Nickel industry chain has achieved solid growth in recent years. China,
the top consumer in the world, has witnessed the rapid development of the new energy
industrial chain, driven by support from the government policies. As the host of 5th China
International LiCoNi Summit & China International Lithium Ion Battery Materials Conference 2020,
we hereby list SEVEN questions of our utmost concern. And all the answers will be revealed on May
13th-14th, Ningbo, China.

Q1
Marco Environment- What and how CVOID-19 impact on international Non-ferrous Metal industry? Adjustment or Re-
structuring? Will China maintain 6% GDP growth rate after such a battle against coronavirus? How has demand been deeply
changed for whole new energy industry in China?

Industry value Chain-What is the invisible hand that pushing the market going? The control of Li, Co & Ni ore resources or

Q2
capital games between top upstream players? Stable supply and technology update, commoditization and standardization of
processing manufacturers? Demanding and innovative need for survival of competition among battery & EV manufacturers? Or
a mix of all factors.
Subsidy Policy- According to the “Development Plan of China New Energy Vehicle Industry (2021-2035)”, the compound growth

Q3
rate of new energy passenger vehicles will reach 32% in the next few years. As we all know, subsidy is one of the most important
factors that promoting the development of China new energy vehicle industry. The question now is how the government subsidy
will be granted after Coronavirus epidemic in light of the environment protection, R&D investment, energy efficiency, endurance
mileage and battery energy density.

Q4
Price- Aside from supply/demand balance and trade statistics, increase pressure of transparency throughout the supply chain,
price discovery and hedging function of Exchange, spot price mechanism of PRA’s, which will be the “key” to the price in China as
well as the rest of world?

Supply & Value Chain-We witnessed more and more Chinese companies successfully participating/taking over in mining projects

Q5
in DRC, Australia, Chile, Argentina, Indonesia etc. While gaining more power in the whole supply & value chain, it also greatly
helped their risk & production cost control. What are the successful experience and lessons to be learned? Is there any new
project opportunities coming in line? What do these projects bring to the international industrial chain?

Downstream-In 2019, China's new energy vehicle production reached 1.242 million, and new energy passenger vehicles
accounting for 87.8%. BEV achieved an increase of 10.8% year on year. The rise of EVs is expected to help boost China’s demand
for power batteries to exceed 70GWh in 2020. LFP caught attention when Tesla announced to reduce the use of cobalt in
batteries. Will blade battery and CTP technology bring the throne back to LFP? Will the speeding-up of 5G station construction Q6
become another driver for LFP battery demand?

Battery Recycling-According to China Automotive Technology & Research Center Co. Ltd (CATARC), total decommissioning of
China power battery reaches 25GWh in 2020 and 116GWh in 2025. China’s annual recycled volume of lithium ion battery is far
Q7 less than total decommission, not only because of inadequacy of recycling channel, law system and supervision but also
technology threshold and in-sufficient economic benefits. What are the best battery recycling solutions? How will recycled
materials and battery components impact the market price?

1,000+ delegates, 40+ well-prepared presentations, 4 sub-forums, the only & top summit in China LiCoNi market. Every key players to
meet from metal ore to OEMs, every key questions to be answered, this is the annual LiCoNi conference in China you don’t want to miss.

And most important of all, let’s witness the Blossom In Cold Spring.

Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

 Jul 13th-14th, 2020
Ningbo, China
1,000+ participants of last event in 2019

4%
5% 15% Li-ion battery 15%
2%
Cathode materials & precursor 25%
Ni, Co and Li extraction 28%
11%
Battery recycling 10%
Facilities & technologies 11%
1,000
Governments, industrial parks and universities 2%
participants
10% 25%
Other Li-ion battery materials 5%

Trading 4%

28%

Part of previous participants

Battery
 CATL  Evergrande New Energy  Tianjin Lishen Battery
 BYD  Jiangsu Tianpeng Power Supply  Tianjin EV Energies
 LG  Ningde Amperex  Wanxiang A123
 Farasis Energy  Shenzhen BAK Battery  Sunwoda Electronic

Precursor, cathode material

 Brunp Recycling Technology  Ruixiang New Material  Fangyuan Environmental Protection
 CNGR Corporation  XTC New Energy Materials  Henan Kelong New Energy
 Shanshan Group  Guangdong Jiana Energy Technology  Jiangmen Kanhoo
 Ningbo Ronbay New Energy  Yibin Libode New Material  Soundon New Energy Technology
Technology  Pulead Technology  Shenzhen BTR New Energy Materials
 Beijing Easpring Material Technology
Lithium
 Ganfeng lithium  Sichuan Guorun new materials  Yahua Lithium
 Tianqi Lithium  Sichuan Energy Investment Dingsheng Lithium  FMC Specialty Chemicals Zhangjiagang
 Qinghai Salt Lake Fozhao Lanke Lithium  RuiFu Lithium  General Lithium(Haimen)Corporation

Cobalt
 Huayou Cobalt  Ganzhou Tengyuan Cobalt  MCC Ruimu New Energy Technology
 GEM  Jiangxi Jiangwu Cobalt  Nanjing Hanrui Cobalt
 Qinghai Salt Lake Industry Corp  Chengtun Mining Group  Shanghai Gepai New Energy

Nickel
 Jilin Ji'en Nickel  BHP Billiton China  Guangxi Yinyi Advanced Material
 Jinchuan Group  Vale Minerals China  Yantai Cash Industrial
 Ningbo Liqin Mining  Umicore Shanghai  Tianjin Maolian Technology

Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

 Jul 13th-14th, 2020
Ningbo, China

Agenda

5th China International LiCoNi Summit & China International Lithium Ion Battery Materials Conference 2020

Date Morning Afternoon Evening

Thursday, Registration and networking session Main session Dinner banquet and
May 13th award ceremony

Sub-Forum 1: China International Lithium Industry Chain Forum

Sub-Forum 2: China International Cobalt Industry Chain Forum

Friday,
May 14th Sub-Forum 3: China International Nickel Industry Chain Forum

Sub-Forum 4: China International Lithium Battery Materials Forum

(Focusing on Cathode, separator, electrolytic solution, and recycling issues)

Day One, May 13th

08:00-11:30 Registration and networking

11:30-13:30 Lunch buffet

13:30-14:00 Opening address

14:00-14:30 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
Senior Representative, CATARC (China Automotive Technology and Research Center Co., Ltd)

Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

 Jul 13th-14th, 2020
Ningbo, China

Day One, May 13th

15:00-15:30 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

15:30-15:50 Risk and opportunity for investment overseas-new trend, new direction and new problems
• What is driving force for merger & acquisition cases in global non-ferrous metal industry?
• Company A: Big scale with more coverage of whole industry chain vs Company B: Specified products focusing on one
sector of the industry. Who will be the last survival?
• Case Study-Successful experience and lessons to be learned

15:50-16:10 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 new energy cell companies: Market share, advanced technology, industry chain coverage or a new way
out

16:10-16:30 At the cross-road of transformation: exploration into China & global new energy vehicle industry
• Global EV Market capacity, production/sales figures analysis
• From quantity to quality, China enter into the adjustment period when EV sales figures start to decline
• China EV companies’ exploration of battery technology, business pattern, car internet connection and AI function
• Strategic planning of key carmakers including models & capacity outlook of EV market
Geely Auto

16:30-16:50 The golden decade of energy storage lithium battery market

• China energy storage lithium battery shipment volume reached 3.8GWh by end of 2019, a year on year growth of 26.7%.
Most research institutes are optimistic about development of energy storage market and looking forward to the golden
decade to come.
• Downstream applications (TWS base station, electric boat) and market capacity forecast
• Problems to be solved: Hidden Danger, policy implement, and technology classification
Jian Lin, Vice President, BAK Battery (positive confirming)

16:50-17:50 Panel Discussion: Blossom in cold spring

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. According to your expectation, what will change fundamentally in the industry value chain in 2025?
4. What are the opportunities in EV industry chain: mine investment, battery recycling, energy storage? How to seize them?
5. What do you think of China’s new energy vehicle subsidy? What challenges will China’s EV industry have in 2020?
6. Tesla brought LFP back to the heated topic. LFP or NCM, which has a brighter future? Why?

18:00-20:00 Dinner banquet and award ceremony

Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

 Jul 13th-14th, 2020
Ningbo, China

Day Two, May 14th

Sub-Forum 1 ： China International Lithium Industry Chain Forum

09:00-09:30 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.

09:30-10:00 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
Qinghai Institute of Salt Lake, CAS

10:00-10:30 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
Senior Analyst, Shanghai Metals Market

10:30-11:00 Development of CTP technology and innovation & outlook for LFP
• Downstream application and cost advantages of LFP
• Current technology and future development trend of LFP
• Prospect and technical difficulties of applying CTP technology in ternary Battery

11:00-11:30 Application progress of solid-state batteries and lithium batteries

• SWOT analysis of solid-state batteries vs lithium batteries
• Current technical development of solid-state batteries
• What change will solid-state batteries bring to entire industry chain

12:00-14:00 Lunch Buffet

14:00-14:45 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

14:45-15:30 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

15:30-16:15 Opportunities for environmental protection in Li industry

• Related policies in China and impact of product process on environment
• Greener methods in smelting

Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

 Jul 13th-14th, 2020
Ningbo, China
Day Two, May 14th

Sub-Forum 2 ： China International Cobalt Industry Chain Forum

09:00-09:30 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

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 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

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
Senior Analyst, Shanghai Metals Market
12:00-13:30 Lunch Buffet
13:30-14:00 Lithium-ion battery recycling technology & market report
• Review and prospect of recycling policy
• Trends and latest development in technology
Ronbay Technology

14:00-14:45 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

15:30-16:15 Coexistence vs Replacement, development of cathode materials market

• Performance comparison of LFP and ternary materials
• How to choose strategic development path according to market segments' preferences
Shengming Xu, Senior Researcher of New Energy Technology Research Institute, Tsinghua University

16:15-17:00 Analysis on Cobalt downstream markets in China

• Market development of carbide alloy
• Analysis on 5G implementation in China and the globe with its demand for Cobalt

Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

 Jul 13th-14th, 2020
Ningbo, China
Day Two, May 14th

Sub-Forum 3 ： China International Nickel Industry Chain Forum

09:00-09:30 Review and prospect for stainless steel futures

• Introduction of stainless steel futures and rules interpretation
• Latest operation and outlook of stainless steel futures in 2020
SHFE

09:30-10:00 Global nickel ore distribution and capacity expansion

• Distribution and operations of global nickel mines in 2020
• Important nickel mining projects in 2020 and onwards

10:00-10:30 Prospect for China's nickel sulphate market in 2020

• Outlook for supply of raw materials and downstream demand

10:30-11:00 Price review and market forecast of China's nickel market

• Price review in 2019 and market outlook for 2020
Senior Analyst, Shanghai Metals Market

11:00-11:30 Analysis and prospect of demand and supply fundamentals of China's stainless steel market
• Analysis and outlook for stainless steel supply and demand
Senior Expect in Stainless Steel Industry

Sub-Forum 4 ： China International Lithium Battery Materials

Forum
09:00-09:30 Release of national industry policy with its impact on Lithium battery and materials market
• Status quo of China Lithium industry and interpretation of national policy
• Analysis of impact on power and consumer battery market after release of new industry policies
• Prospect of Lithium ion battery key materials after national policy adjustment

09:30-10:00 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
10:00-10:30 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

10:30-11:00 Opportunities and challenges of LTO application

• Prospect of LTO applying in anode materials and R&D progress
• How to realize cost reduction with current processing technology
• Current solution of battery bulge

11:00-11:30 Application and prospect of silicon-based anode materials

• Application analysis of Silicon-based composite and its development trend
• Si/C composites application in anode materials and superior performance analysis
• How to solve the problem of stability of battery cycle and bulge

12:00-13:30 Lunch Buffet

Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

 Jul 13th-14th, 2020
Ningbo, China

Day Two, May 14th

Sub-Forum 4 ： China International Lithium Battery Materials

Forum
Session 3: Separator

13:30-14:15 Status quo and development of Lithium ion battery Separator industry
• Current situation and prospect of wet-laying separator application
• Current situation and prospect of dry-laying separator application
• Application and forecast of coated separator

14:15-15:00 R&D situation of different separator selected by downstream

• Development trend of separator applied in new energy power battery
• Development trend of separator applied in consumer battery
• R&D progress of high-performance separator

15:00-15:45 Comparison and analysis of raw materials supply of global lithium battery separators
• R&D situation of domestic UHMWPE
• Comparison of domestic and international high-performance PE for separator use

15:45-16:30 Innovative solution of new production line for separator manufacturers

• Could domestic equipment satisfy the production of high-performance separator
• Application and R&D status of new generation of separator production equipment

End of summit

Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

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Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn

 About SMM(Shanghai Metals Market ）

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Contact Antony Shi , Tel: +86 13916663520(M), +86-21-51595864(D), E-mail: antonyshi@smm.cn