当前，锂市场历经一轮大周期，中国最大、世界第二大盐湖 —— 察尔汗盐湖 上的锂矿龙头 企业迎来 "巨变"。 5 月 7 日， 全球矿业龙头 紫金矿业发布《关于完成藏格矿业股份有限公司控制权收购的公告》。 公告称， 2025 年 5 月 6 日，公司全资子公司紫金国际控股收到中国证券登记结算有限责任公司出具的《证券过户登记确认书》，确认西藏 藏格创业投资集团有限公司、四川省永鸿实业有限公司、肖永明、林吉芳、宁波梅山保税港区新沙鸿运投资管理有限公司合计持有的藏格矿业 392,249,869 股股份已于 2025 年 4 月 30 日全部过户登记至紫金国际控股名下。 这意味着， 紫金国际控股正式入主藏格矿业。截至 5 月 8 日收盘，藏格矿业总市值达 562.3 亿 元。 01 百亿收购 强强联合 这笔交易始于今年 1 月。 1 月 10 日，藏格矿业与紫金矿业先后发布公告，藏格矿业控股股东及其一致行动人、第二大股东计划将部分公司股权转让给紫金矿业，并可 能涉及公司控制权变更。 1 月 17 日，紫金矿业发布公告，其全资子公司紫金国际控股与藏格创投、四川永鸿、林吉芳、宁波梅山保税港区新沙鸿运投资管理有限公司 签署协 ...

Core Viewpoint - The acceleration of project developments by companies like EVE Energy, Fudi Battery, and Chuangneng New Energy reflects the market's trend of gravitating towards leading enterprises in the lithium battery sector [1][17]. Group 1: EVE Energy - EVE Energy's wholly-owned subsidiary in Shenyang has initiated a bidding process for a project with a budget of 22 million yuan [4]. - The Shenyang project, with a planned capacity of 40GWh, has a total investment of 10 billion yuan and is expected to supply batteries to BMW [6][7]. - The first phase of the Shenyang project is set to produce 10GWh of cylindrical batteries annually, with construction progressing to the decoration stage [6]. Group 2: Fudi Battery - Fudi Battery's expansion project in Changsha has received environmental approval, with a total investment of 1 billion yuan and an annual production capacity of 19GWh for battery packs [9]. - The Changsha facility is a key battery base for BYD, with a total investment of approximately 5 billion yuan and a designed capacity of 10GWh [10]. - Fudi Battery has consistently achieved over 10 billion yuan in annual output value from 2022 to 2024 [10]. Group 3: Chuangneng New Energy - Chuangneng New Energy is planning a 50GWh battery storage and logistics project in Wuhan, with a total investment of 10 billion yuan [12][13]. - The company has established three bases in Hubei with a combined effective capacity exceeding 110GWh [14]. - Chuangneng has launched its fourth-generation energy storage battery, which boasts a high energy density and long cycle life [15]. Group 4: Industry Trends - The majority of project advancements are driven by leading companies, with top enterprises like CATL, EVE Energy, and BYD accounting for over 75% of project capacity [17]. - The industry is witnessing a "order surge," particularly benefiting leading firms while smaller companies face prolonged project timelines [17]. - Key technological focuses include fast-charging battery technology and next-generation large storage cell technology, indicating a clear direction for future investments [17].

Core Viewpoint - The 2025 Peak Forum on Lightweight Power Battery Technology aims to focus on lightweight battery technology and expand emerging application markets, highlighting the rapid growth of the lightweight power and small-scale energy storage markets driven by policy support, demand for instant delivery, and technological upgrades [1][3]. Event Background and Highlights - The event will feature the authoritative release of the SPIR Lightweight Power Battery and Two-Wheeled Vehicle Battery Swap TOP Rankings, covering the top 20 lightweight power battery shipments in China and key segments in the battery market [3]. - The global two-wheeled vehicle battery swap market is experiencing rapid growth, with Chinese companies poised to capitalize on new opportunities due to industry chain integration advantages [3]. - The industry is facing challenges such as battery safety, market penetration, and cost optimization, which need urgent solutions [3]. - AI technology is accelerating the development and optimization of new battery technologies and processes, significantly improving research and development efficiency [3]. Event Organization - The event is organized by Qidian Lithium Battery, Qidian Sodium Battery, and Qidian Two-Wheeled Vehicle and Battery Swap, with an expected attendance of over 500 participants [4]. Conference Agenda - The agenda includes specialized sessions on high-rate and fast-charging battery technologies, lightweight electric vehicle battery technologies, and small-scale energy storage battery technologies, with discussions on development trends and applications [5][7]. Invited Companies - Notable companies invited to participate include major electric two-wheeled vehicle manufacturers and battery companies such as Yadea, Aima, and CATL, as well as equipment and materials suppliers [8]. Registration Information - The registration fee for the event is 2888 yuan per person, which includes a conference ticket, lunch, and a copy of the 2025 China Lightweight Power Battery Industry White Paper [9].

Group 1 - Volvo Cars and Northvolt's joint venture, Novo Energy, announced a deep restructuring plan, including a 50% workforce reduction, approximately 150 employees, to control costs and respond to the bankruptcy of a key technology partner [1] - The restructuring will affect multiple departments, retaining only core technical staff and factory operations teams, with a focus on completing the battery factory in Sweden by Q3 2025, but reducing the planned annual capacity from 15 GWh to 5 GWh [1][2] - Northvolt's bankruptcy, attributed to production challenges and severe cost overruns, directly impacts Novo Energy, which now faces increased operational pressures and has proposed a "limited operation" strategy [2] Group 2 - In 2021, Novo was established as a 50-50 joint venture between Northvolt and Volvo, but after Northvolt's bankruptcy in March 2023, Volvo acquired Northvolt's stake in Novo for a symbolic price [2][3] - Volvo's first-quarter results showed a decline in global net sales by 7% to 121.8 billion Swedish Krona (approximately 91 billion RMB) and a 27% drop in operating profit to 13.3 billion Swedish Krona (approximately 10 billion RMB) [3] - Despite Novo's commitment to achieving production goals and a three-phase recovery plan, market sentiment remains cautious, with potential interest from Korean battery companies like LG Energy and Samsung SDI in acquiring idle capacities in Europe [3]

此外，5月6日，中创新航与苏奥传感签署《附条件生效的股份认购协议》，公司拟以向特定对象发行A股股票的方式向中创新航发行不超过约 1.19亿股人民币普通股，拟募集资金总额不超过约6.73亿元。中创新航同意以现金方式参与本次发行股票的认购。本次发行完成后，在不考 虑其他因素可能导致股本数量变动的情况下，按照拟发行股数计算，中创新航将直接持有上市公司22.61%股份。 （ 来源：北京商报） | | 期 | 回 顾 | | --- | --- | --- | | 01 | ｜ | 通过聆讯！宁德时代港股上市在即 | | 02 | ｜ | 甘肃42亿储能项目新进展 | | 03 | ｜ | 国企年产20万吨磷酸铁项目落户湖北 | | 04 | ｜ 举办 | 2025起点轻型动力电池及两轮车换电大会7月10-11日无锡 | | 往 | | | 5月7日，苏奥传感（300507）开盘"20cm"涨停，开盘后公司股价短暂打开涨停板，随后再度封至涨停。消息面上， 苏奥传感披露公告 称，中创新航将取得公司的控制权，成为公司的控股股东、实际控制人。 公告显示，5月6日，中创新航与苏奥传感控股股东、实际控制人李宏庆签署《股份转让协议 ...

4 月 30 日，吉利汽车公告，公司附属公司 浙江吉润及关联方吉利汽车集团与浙江吉曜签订股权转让协议，分别出售吉利欣旺达 41.5% 和 28.5% 股权 ，对应代价为 4980 万元和 3420 万元人民币。 交易完成后，吉利汽车将不再持有吉利欣旺达任何权益。 实际上， 这是一笔 "左手倒右手"的交易，交易双方浙江吉曜、吉利汽车集团均由李书福最终控制。 此次 吉利汽车出售合资公司股权，只是 其电池业务战略整合的 一部分 。 4 月 23 日，吉利在 2025 上海车展宣布，已于近期完成对耀宁新能源、衢州极电、赣州耀能等旗下电池业务的战略整合，成立全新电池产 业集团——浙江吉曜通行能源科技有限公司，将原有的金砖电池、神盾短刀电池，统一整合为"神盾金砖电池"品牌。 公告指出，吉利汽车集团和浙江吉曜均由公司执行董事李书福（持股 41% ）及其关联人最终控制，因此此次交易构成关联交易。 此次交易完成后， 吉利欣旺达将由浙江吉曜持股 70% 、欣旺达子公司欣旺达动力持股 30% 。 至此，吉利汽车集团的电池业务整合又完成 了重要一步。 资料显示，吉利欣旺达成立于 2021 年 09 月 24 日，浙江吉润汽车有限公司 ...

马来西亚锂电战争还在继续，中国锂电企业又在印度尼西亚开辟第二战场。 起点锂电获悉，近期两大锂电项目准备落地印尼。 首先是 LG 新能源撤销印尼项目后，华友钴业填充空白， 4 月 23 日印尼能源和矿产资源部长表示华友钴业将取代 LG 与印尼国有控股公司 合作，成为印尼重要电动汽车电池项目战略投资者。 华友钴业在印尼项目不少， 2024 年就与淡水河谷印尼、福特汽车合作建设 12 万吨镍金属 Pomalaa 项目，已在今年 Q1 启动建设；另一 项目 Sorowako 也稳步开展；锂电材料端布局的华翔 5 万吨硫酸镍项目建成试产。 其次就是宁德时代计划寻求 10 亿美元贷款用于其建设印尼子公司，计划在西爪哇省卡拉旺建设电池工厂。有外媒报道称宁德已在印尼成立电 芯合资企业，企业由宁德时代与四家印尼国企共同投资，投资额约合 84 亿元人民币，计划建设 15GWh 电芯厂，预计在 2027 年运营。 这两大事件预示着，印尼未来几年将是国内电池厂的出海另一重点，起点锂电也认为印尼与马来西亚的电池产业链未来将遥相呼应，成为中国 企业出海的大本营。 除了以上两大项目外，去年到今年还有以下项目在印尼展开： 今年 2 月份锂源 ...

4月22日，领湃科技发布2024年年度报告，审计意见为标准无保留审计意见。报告显示，公司2024年全年营业收入为1.26亿元，同比下降 33.98%；归母净利润为-3.94亿元，同比下降88.78%；扣非归母净利润为-4.07亿元，同比下降78.52%；基本每股收益-2.29元/股。 最新业绩报告显示，2025年第一季度 领湃科技营收为4472.24万元，同比增长13.13%；净亏损2663.2万元，去年同期净亏损3116.14万 元。 （ 来源：每日经济新闻） 近日，领湃科技发布公告称，公司全资子公司湖南领湃储能科技有限公司近日与新疆科汇电力技术有限公司签订《储能系统采购合同》，该合 同为买卖合同不属于框架性协议，合同金额为1.17亿元（含税）。 | 往 | 期 | 回 顾 | | --- | --- | --- | | 01 | ｜ | 贺雪琴：2024年负极材料市场霸主地位稳固 | | 02 | ｜ | 多个百亿大单！锂电行业爆单！ | | 03 | ｜ | 湖北武汉50GWh项目迎新进展 | | | ｜ | 2025起点轻型动力电池及两轮车换电大会7月10-11日无锡 | | 04 | 举办 | | ...

宁德时代正以榜样的身份，带动中国新能源产业站到更加广阔的平台上。 起点锂电获悉， 今日宁德时代发布公告称已通过港交所聆讯 ，同时港交所亦有相关通告，预计不久之后进行招股，募资规模 50 亿美元，是 继 2021 年快手上市募资 62 亿美元之后的最大规模 IPO 。 梳理宁德时代港股上市过程，就一个字：" 快"。 2024 年 12 月正式发布公告；今年 2 月递交上市申请； 3 月 25 日收到中国证券监督管理委员会通知书； 4 月 10 日香港联交所举行上市 聆讯开始审议，算起来从官宣上市到如今聆讯，不到半年时间，宁德时代用强大的号召力让自己顺利实现 A+H 模式，港股上市可满足全球化 产能布局需求、净化资本结构、巩固电池行业龙头老大地位。 或许能率先得到解决的是宁德印尼项目顺利施工，今日有消息称宁德时代正寻求约 10 亿美元贷款，用于投资此项目，以当前的上市速度和财 务情况来看，这笔钱或许很容易就能借到。 事情发展到此， A+H 模式是必须要走的一步。 不过宁德时代港股上市，并没有像其他企业港股上市那样，有着难以言说的一面，例如 A 股 IPO 缩紧、现金不足需要融资等短板， 宁德时 代账面现金 充足 ...

Core Viewpoint - The article highlights the acceleration of a 200,000-ton annual production project for lithium iron phosphate in Xiangyang, Hubei, which is a significant industrial investment for the region, with a total investment of 11 billion yuan [2][3]. Group 1: Project Overview - The project is located in the Circular Economy Industrial Park of Nanzhang County and aims to produce lithium iron phosphate as well as other related products such as purified phosphoric acid and ammonium phosphate [1][2]. - The construction will be carried out in two phases, with the first and second phases combined to achieve an annual production capacity of 200,000 tons of lithium iron phosphate [2]. Group 2: Company Background - The project is undertaken by Nanzhang Longmang Phosphate Products Co., Ltd., a wholly-owned subsidiary of Sichuan Development Longmang Co., Ltd., which is a state-owned enterprise established in 1997 and listed on the Shenzhen Stock Exchange in 2009 [3]. - As of the latest data, the total market capitalization of Sichuan Development Longmang is approximately 21.538 billion yuan [3]. Group 3: Financial Performance - In 2024, Sichuan Development Longmang reported revenues of 8.178 billion yuan, a year-on-year increase of 6.10%, and a net profit of 533 million yuan, up 28.62% [3]. - The company has established a complete industrial chain from phosphate mining to lithium iron phosphate production, with a phosphate ore reserve of approximately 130 million tons [4]. Group 4: Market Dynamics - The lithium iron phosphate market is experiencing structural overcapacity, while high-end lithium iron phosphate production remains in short supply [5]. - Competitors in the lithium battery material sector, such as Guizhou Phosphate Group, are also entering the lithium iron phosphate market, indicating a shift in competitive dynamics [5].