As Yifu Intelligent Hubei New Industrial Park moves from blueprint to mass production site, the focus of discussion in the new energy industry has also shifted from "how thin the materials can be" to "how fast, how high and how stable the battery cells can run."

At this dual parallel node of "New Park Opening + Industry Forum", we welcome an industry guest with both the strategic vision of a leading material company and practical experience in the global supply chain of high-end batteries - Mr. Zeng Zi, Vice President of Nengyuan Technology Co., Ltd., who is officially confirmed to attend the 2026 New Energy and New Materials Industry Development Forum and the Yifu Intelligent Hubei New Industrial Park Moving Celebration, and will bring a themed report "Market Prospects of High-Performance Batteries in Emerging Fields".

From strategic planning to resource layout: an "overall observer" of the industrial chain

Mr. Zeng Zi graduated from Ocean University of China with a master's degree. During his career, he worked successively at Zhongwei Technology (Secretary to the Chairman) and Rongbai Technology (Strategic Management Director, General Manager of Customer Development Center). He was deeply involved in the strategic planning, market development and management operations of two leading materials companies, and has a complete front-line understanding of cathode materials, customer matrix and industry cycles.

Currently, he is the vice president of Nengyuan Technology Co., Ltd., and is fully responsible for bulk material supply chain procurement and resource investment. Neng Yuan Technology is the first company in the world to achieve mass production of lithium metal rechargeable batteries. It has been deeply involved in the battery field for more than 40 years and has long been focused on the R&D and manufacturing of high-power cylindrical batteries. Its products are widely used in high-end scenarios such as various aviation vehicles, rockets and orbital satellites, electric supercars and high-performance electric motorcycles, AI data center BBUs, and occupy more than 80% of the market share of European and American aircraft vehicle batteries and more than 95% of European and American orbital satellite batteries.

He is not a technical expert who simply starts from the laboratory, but a person who works backwards to the market from the whole chain of "resources-materials-battery cells-terminal scenarios". As he emphasized in his previous industry sharing:

The second half of the supply chain competition is not about the cost of a single link, but about the simultaneous penetration of the resource end, manufacturing end and compliance end.

High-performance batteries are redefining the boundaries of "emerging fields"

In this forum, Mr. Zeng Zi will use the title of "Market Prospects of High-Performance Batteries in Emerging Fields" to transform Neng Yuan Technology's accumulation in high-rate cylindrical batteries and extreme scene verification into a macro research and judgment for industrial sites:

• Flight economy: eVTOL, drones, and orbiting satellites have triple pressure on energy density, discharge rate, and low-temperature reliability;

• Extremely fast movement: Electric supercars and high-performance electric motorcycles no longer only focus on battery life, but also on peak power and thermal safety boundaries;

• Intelligent computing infrastructure: AI data center BBU and UPS move from "standby" to "main buffer", and high-power cells become the voltage stabilizing valve for computing power;

• Supply chain pushback: upstream lithium, cobalt, and nickel resource investment and bulk procurement strategies, how to follow the pace of volume expansion in emerging scenarios;

The consistency of high-end battery cells fundamentally relies on the micron-level stability of powder grinding, slurry dispersion and pole piece technology - this is the manufacturing prerequisite that Yifu Intelligent New Industrial Park will undertake.

An industrial judgment on "Where are high-performance batteries going?"

In this report, Mr. Zeng Zi will translate the practices of Neng Yuan Technology in global high-end scenarios into judgments that can be taken away by material companies, battery cell factories, equipment suppliers and investment decision-makers:

• Demand-side dismantling: low-altitude economy, commercial aerospace, high-performance electrification and AI data center BBU, what performance are purchased respectively? What completely different requirements do they impose on material systems, cell shapes, and manufacturing windows?

• Supply-side constraints: As the ultra-high power route goes up, are the stuck points located in the positive electrode, negative electrode, electrolyte, or in the manufacturing of pole pieces, assembly consistency and large-scale yield?

• Supply chain reconstruction: When "localization, traceability, and low-carbon manufacturing" become the access conditions for overseas high-end customers, how should material procurement and resource investment find a balance between efficiency, safety, and compliance?

• Opportunities on the equipment side: The more high-performance cylindrical batteries pursue the ultimate consistency, the less fluctuations in the front-end powder processing, slurry dispersion, and pole piece manufacturing processes can be amplified—this is where materials and equipment must be iterated at the same frequency.

This is also in line with the underlying logic of this forum: materials affect the performance ceiling, equipment affects the mass production floor, and the supply chain affects how far commercialization can go.

The new park opens, and the "mass production logic" of high-performance batteries comes to Gucheng

In November in Gucheng, Yifu Intelligent Hubei New Industrial Park will be officially unveiled. Mr. Zeng Zi will stand at the forum podium and answer a question using data from the industry side and an overall perspective from the supply chain side:

When power batteries enter the Red Sea, the story of high-performance batteries in the sky, space and computing power centers has just begun.

For the material companies, equipment manufacturers and terminal scene parties in the audience, the gold content of this report lies in how a manager who has managed the leading materials strategy and global high-end battery resource investment will translate the concept of "emerging fields" into a market that can be purchased, can be scheduled, and can be paid back.

2026 New Energy and New Materials Industry Development Forum and Yifu Intelligent Hubei New Industrial Park Moving Celebration

Time: November 16-17, 2026 | Location: Gucheng, Xiangyang, Hubei, China

Speaker: Mr. Zeng Zi (Vice President of Nengyuan Technology Co., Ltd.)

Speech topic: "Market Prospects of High-Performance Batteries in Emerging Fields"

Organizer: Yifu Intelligence

Co-organized by: Shanghai Nonferrous Metal Network

Co-organized by: Central South University

Supported by: Gucheng County People's Government