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LG新能源下发碳酸锂大单!
起点锂电· 2025-09-24 09:37
Group 1 - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1] - Anson Resources has signed an agreement with LG Energy Solution to supply 4,000 tons of battery-grade lithium carbonate annually starting in 2028, which represents nearly half of the projected output from Anson's Paradox Basin project in Utah [2] - LG Energy Solution is facing intense competition from Chinese battery companies and is actively seeking to diversify its growth by transitioning to lithium iron phosphate (LFP) batteries, as evidenced by its recent agreements and acquisitions [3][4] Group 2 - LG Energy Solution has secured a significant order from Longpan Technology, increasing the supply from 160,000 tons to 260,000 tons, valued at approximately 10 billion RMB, marking it as the largest LFP order globally for 2024 [3] - The company has also partnered with Chery Automobile to supply 8 GWh of cylindrical batteries over six years, valued at over 5 billion RMB, marking a significant step in supplying cylindrical batteries directly to a Chinese automaker [4] - In July, LG announced a major LFP battery order worth approximately 30.9 billion RMB, expected to account for a quarter of its total sales in 2024, with speculation that the client may be Tesla [5] Group 3 - LG Energy Solution is upgrading its Ultium Cells factory in Tennessee to produce LFP batteries, with commercial production expected by the end of 2027 [5] - The company is also expanding its North American energy storage battery business, aiming for a production capacity of 30 GWh by the end of next year [6] - Despite the transition to LFP batteries, LG Energy Solution will continue to rely on Chinese suppliers for key materials, indicating a long-term dependency on the upstream supply chain [6]
CINE2025固态电池展暨固态电池行业年会定档2025年11月6-8日,广州举办!
起点锂电· 2025-09-23 10:18
Event Overview - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition will take place from November 6 to November 8, 2025, at the Guangzhou Nansha International Convention Center [3][7] - The event is organized by Qidian Solid-State Battery, Qidian Sodium Battery, Qidian Lithium Battery, Qidian Research, and the SSBA Solid-State Battery Alliance [2] Event Scale and Participation - The exhibition will feature over 200 exhibitors and more than 2000 participating companies [2] - Key sponsors include Jin Na Technology, Ru Tian Technology, Hai Si Da, Rong Jie Energy, and others [2] Concurrent Activities - The event will host the 2025 Qidian Solid-State Battery Industry Annual Conference and the Solid-State Battery Golden Ding Award Ceremony, along with the 2025 Qidian Sodium Battery Industry Annual Conference and the Sodium Battery Golden Ding Award Ceremony [3][12] Forum Agenda - The agenda includes the establishment of the All-Solid-State Battery Alliance and the release of the global sulfide solid-state battery technology roadmap [4] - Specialized sessions will cover topics such as sulfide solid-state battery technology, electrolyte technology, and manufacturing processes [4] Awards - Various awards will be presented, including the 2025 China All-Solid-State Battery Industrialization Pioneer Award and the 2025 China Solid-State Battery Most Investment Value Award [5] Exhibition Layout - The exhibition will feature different booth types, including 9 square meter standard booths priced at 15,000 RMB and 36 square meter raw land booths priced at 48,000 RMB [8]
瑞浦兰钧签订80万吨采购合作!
起点锂电· 2025-09-23 10:18
Core Viewpoint - The article highlights significant developments in the solid-state battery industry, including a major procurement agreement between Tianqi Materials and Ruipu Lanjun, which is expected to enhance market share and production capacity for Tianqi Materials [1][2][6]. Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1]. - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Group 2: Procurement Agreement - Tianqi Materials has signed a cooperation agreement with Ruipu Lanjun to supply at least 800,000 tons of electrolyte products by December 31, 2030, with a monthly supply capacity of no less than 20,000 tons [2]. - The agreement specifies that the price of lithium hexafluorophosphate, a key raw material for electrolytes, will be determined through further negotiations [2]. Group 3: Supply Capacity and Revenue - Tianqi Materials has established additional supply agreements with Chuangneng New Energy and CATL, projecting a total supply of over 1.8 million tons of electrolyte products by 2030 [3][5]. - The revenue from lithium battery materials has constituted a significant portion of Tianqi Materials' income, accounting for 93.3% in 2022 and projected to be 89.7% in the first half of 2025 [5]. Group 4: Market Performance of Ruipu Lanjun - Ruipu Lanjun reported a revenue of 9.491 billion yuan in the first half of 2023, marking a 24.9% year-on-year increase, with a gross profit of 829 million yuan, up 177.8% [7]. - The company achieved a total sales volume of 32.4 GWh for lithium battery products in the first half of 2023, representing a 100.2% increase year-on-year [7]. - Ruipu Lanjun's international strategy has led to securing over 25 GWh of energy storage orders globally, indicating strong market expansion [8].
全球首个!628Ah储能大电池正式商用
起点锂电· 2025-09-23 10:18
Core Insights - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1]. Group 1: Solid-State Battery Industry - The event is organized by Qidian Solid-State Battery, Qidian Lithium Battery, and the SSBA Solid-State Battery Alliance, with Ru Tian Technology as the main sponsor [1]. - The conference will feature the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Group 2: Energy Storage Developments - The world's first commercial application of a 628Ah energy storage battery has been achieved with the successful power delivery of the LingShou 200MW/400MWh independent energy storage project [2]. - The 628Ah energy storage battery, developed by EVE Energy, is the first mass-produced battery of its kind and has received certification under the new national standard for power storage lithium-ion batteries [2]. - EVE Energy's super factory in Jingmen has a planned annual production capacity of 60GWh and an estimated annual output value of 24 billion yuan, with the first phase expected to be operational by the end of 2024 [2]. Group 3: Market Demand and Expansion - There is a significant increase in domestic and international demand for energy storage solutions, with EVE Energy reporting a backlog of orders exceeding 60GWh in the first half of 2025 [3][4]. - EVE Energy is also expanding its overseas presence, with the first batch of 5MWh energy storage systems shipped to Australia and Europe [2][3]. - A new energy storage battery project in Malaysia, with a total investment of up to 8.654 billion yuan, aims to enhance EVE Energy's delivery capabilities in Southeast Asia, Europe, and North America [4]. Group 4: Sodium-Ion Battery Innovations - EVE Energy has successfully launched its first large-capacity sodium-ion battery energy storage system, which has entered the commercial operation phase [5]. - The sodium-ion battery system features a cycle life of over 30,000 cycles and operates effectively in a wide temperature range, addressing various energy storage needs [5].
10万吨磷酸铁锂项目将投产!
起点锂电· 2025-09-23 10:18
| | 倒计时44天 | | --- | --- | | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位: | 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名: | 茹天科技 | | 活动时间: | 2025年11月6-8日 | | 活动地点: | 广州南沙国际会展中心(2楼船厅及广州厅) | | 活动规模: | 展商规模200+、参会企业2000+、专业观众20000+ | | 同期活动: | 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | 该公司主要产品包括磷酸铁锂正极材料、大圆柱电芯、中小动力和储能电池、用户侧储能系统等,目前具备年产 3GWh 电芯、 2GWh PACK 电池组生产能力。 目前鹏博新材拥有三大生产基地,分别位于长沙、阳泉、毕节,其中长沙基地一期 5 万吨 / 年产能已经释放;阳泉规划 20 万吨 / 年产能; 毕节规划 10 万吨 / 年产能,合计总产能将超过 35 万吨 / 年。 草酸亚铁制备高压实磷酸铁锂技术是生产第五代磷酸铁锂的关键工艺。其工艺效率高,只需一次烧结,周期缩短至 12-15 小时,相比传统磷 ...
扎堆港股!新一轮锂电融资潮来袭!
起点锂电· 2025-09-23 10:18
倒计时44天 CINE2025固态电池展暨固态电池行业年会 主办单位: 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名: 茹天科技 活动时间: 2025年11月6-8日 活动地点: 广州南沙国际会展中心(2楼船厅及广州厅) 活动规模: 展商规模200+、参会企业2000+、专业观众20000+ 同期活动: 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 硅基负极备受关注 当年正值全球能源转型的关键阶段,锂电池 / 风电 / 光伏 / 储能 / 新能源汽车等代表产品在全球各地普及,这其中锂电池就是运转各个新能 源相关终端产品的纽带,锂电池以及未来新势力钠电池和固态电池的相关产业链自然成了资本市场关注的重点区域。 今年上半年锂 / 钠电池产业链融资新闻层出不穷,所涉及的金额少则几百万元人民币,多则数千万美元,所涉及范围涵盖上下游各个环节, 相关企业超过 20 家。 进入第三季度, 7 月份也有一波新能源融资浪潮,涉及到锂电池、光伏、氢能三大板块,且硅基负极、固态电解质等企业居多,复合集流体 也有企业获得融资(博恒材料)。 8 月份融资企业相对少了一些,主要有四川物科金硅 ...
展商预告丨叁星飞荣 将携最新产品亮相CINE2025固态电池展暨固态电池年会,展位号:C05!
起点锂电· 2025-09-23 10:18
CINE固态电池展背景及简介 " CINE固态电池展及CINE钠电展 "是行业首届新型电池全产业链专业展会,主要聚焦下一代新型动力及储能电池技术,也是专业性最强的新型电池 技术专业展会。主办方是新能源电池行业权威媒体平台起点研究旗下媒体平台--起点固态电池、起点钠电和起点锂电,举办 时间定档为2025年11 月6日-8日,举办地点为:广州 。展商规模200+,参会企业2000+,专业观众20000+,同期举办新型电池技术论坛,包含九大专场,固态电池行 业权威奖项--固态电池金鼎奖颁奖典礼。 CINE2025固态电池展组委会确认, 叁星飞荣 将携最新固态产品亮相CINE中国固态电池展,展位号是 C05 ,欢迎行业同仁莅临参观、指导。 公司曾先后获得中国军民两用技术十大创新企业、湖南省新材料产业协会副会长单位、深圳市专精特新中小企业等荣誉,并与华南理工大学材料科 学与工程学院成立 "产、学、研"基地。现已建立陶瓷、新能源等先进材料制备工艺库,可实现对流程工厂全流程的配套交付,助力行业客户向数 字化转型升级,为客户提供专业的EPC智能化、数字化物料处理系统解决方案。 公司现有方案和产品广泛应用于陶瓷材料(氧化铝、氧 ...
展商预告丨科达新能 将出席CINE2025固态电池展,展位号:A04!
起点锂电· 2025-09-22 09:21
Group 1 - The CINE Solid-State Battery Exhibition is the first professional exhibition focusing on the entire industry chain of new battery technologies, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - The event will feature a new battery technology forum with nine specialized sessions and the prestigious Solid-State Battery Golden Ding Award ceremony [2][10] - Keda New Energy will showcase its latest solid-state products at the exhibition, with booth number A04 [3] Group 2 - Keda Manufacturing Co., Ltd. was established in 1992 and listed on the Shanghai Stock Exchange in 2002, with a secondary listing on the Swiss Stock Exchange in 2022, operating in four major business segments including new energy equipment [8] - Keda New Energy Equipment Co., Ltd. focuses on the research and sales of new energy materials and equipment, offering products that support various battery materials and automated sintering production lines [8] - The company collaborates with leading lithium battery material firms to drive technological innovation and is expanding its global presence, particularly in the European market through partnerships [8]
CINE2025固态电池展暨固态电池行业年会定档2025年11月6-8日,广州举办!
起点锂电· 2025-09-22 09:21
CINE2025固态电池展 CINE2025钠电展 一、展会背景及简介 固态电池及钠电作为下一代新能源电池的主要技术路线,是国家重点支持发展的新质生产力,近几年中国固态电池及钠电池产业取得加速发展,产 业化进程提速。根据起点研究院(SPIR)统计整个固态电池及钠电池产业链上下游超过1000+相关企业,企业数量众多,但是缺乏专业的产业链展 会和专业的展示服务平台。在此背景下,起点研究作为新型电池行业权威媒体智库平台顺势而为,推出了" CINE固态电池展/CINE钠电展 ,旨在 打造新型电池技术行业第一展 ,为下一代新型电池产业链企业搭建专业展示平台 ,促进新型电池技术产业链高质量发展。 " CINE固态电池展及CINE钠电展 "是行业首届新型电池全产业链专业展会,主要聚焦下一代新型动力及储能电池技术,也是专业性最强的新型电 池技术专业展会。主办方是新能源电池行业权威媒体平台起点研究旗下媒体平台--起点固态电池、起点钠电和起点锂电,举办 时间定档为2025年 11月6日-8日,举办地点为:广州 。展商规模200+,参会企业2000+,专业观众20000+,同期举办新型电池技术论坛,包含九大专场,固态电池行 业权威 ...
李斌:电池长寿比超充更重要
起点锂电· 2025-09-22 09:21
Group 1 - The core viewpoint of the article emphasizes the importance of battery lifespan over fast charging technology, as stated by NIO's CEO Li Bin during the NIO Day media event [2][3] - Li Bin highlighted that a longer battery lifespan is more significant than fast charging, urging the public to focus on battery longevity [3] - He provided an example illustrating the financial burden of battery replacement after eight years, which could cost between 80,000 to 100,000 yuan, stressing the impact on social resources and consumers [3] Group 2 - The article mentions upcoming events in the lithium battery industry, including the CINE2025 solid-state battery exhibition scheduled for November 6-8 in Guangzhou [3] - It also notes the 2025 11th Qidian Lithium Battery Industry Annual Conference and User-side Energy Storage Battery Technology Forum, set to take place from December 17-19 in Shenzhen [3]