Core Viewpoint - The article highlights the successful entry of Wanhua Chemical into the lithium iron phosphate (LFP) market, emphasizing its strategic positioning and technological advancements in the context of the booming global lithium battery industry [2][3]. Group 1: Market Dynamics - The global lithium battery cathode material market is projected to reach 4.798 million tons by 2025, marking a 48.5% year-on-year increase, with LFP shipments expected to hit 3.654 million tons, a staggering 67.2% increase, capturing 78% market share [2][3]. - The demand for LFP is driven by the rising penetration of electric vehicles and explosive growth in the renewable energy storage sector, positioning LFP as the preferred material for downstream enterprises [3]. Group 2: Competitive Landscape - The LFP market, previously dominated by a few leading companies, is undergoing significant restructuring as more players enter the field, intensifying competition [3]. - By 2025, the top 10 companies in China's lithium iron phosphate cathode material shipments include Hunan Youneng, De Fang Nano, Wanhua Chemical, and others, indicating Wanhua's successful positioning in the market [4][3]. Group 3: Company Background and Strategy - Wanhua Chemical, established in 1998, has transformed from a small leather factory into a global leader in high-end chemical materials, leveraging its extensive technical expertise and supply chain capabilities to enter the lithium battery sector [5]. - The company has strategically built a comprehensive lithium battery materials ecosystem, covering various core segments such as LFP, ternary materials, and electrolytes, breaking away from traditional single-point layouts [5]. Group 4: Production Capacity and Technological Innovation - Wanhua Chemical has established a production capacity matrix across Shandong and Sichuan, with planned capacities of 650,000 tons in Laizhou, 500,000 tons in Haiyang, and over 100,000 tons in Meishan, totaling over 1.25 million tons [5][6]. - The company has developed high-pressure compacted LFP technology, achieving a density of ≥2.5 g/cm³ and a capacity retention rate of ≥90% after 500 cycles, which is crucial for meeting the demands of modern electric vehicles and energy storage systems [6][7]. Group 5: Project Developments - Key projects, including the 650,000 tons LFP project in Laizhou and the 200,000 tons project in Haiyang, are progressing towards implementation, with environmental assessments underway [8][9]. - The Meishan project aims to upgrade existing production lines to enhance capacity, further solidifying Wanhua's position in the southwestern market [9][10]. Group 6: Market Expansion and Collaborations - Wanhua Chemical is expanding its market reach, having established strategic partnerships with companies in Europe and domestic markets to supply LFP materials and key raw materials [11]. - The company's cross-industry approach, combining chemical expertise with renewable energy initiatives, positions it to influence the existing LFP market structure and contribute to the industry's transition towards high-end, large-scale, and low-carbon solutions [11].

巡访标杆企业，洞见产业未来 —— 2026 起点圆柱电池全国行持续进行！ 在全球新能源产业加速迭代的浪潮中，圆柱电池凭借高倍率、长寿命的核心优势，正从消费电子、轻型电动车等传统领域，向储能、低空 无人 机、 eVTOL 等新兴场景快速渗透。 1 月 21 日，起点锂电 总经理 邱嘉胜带领起点圆柱电池巡访调研团走进 圆柱电池老兵 —— 南京中比新能源科技有限公司 （ 以下简称：中 比新能源） ，与公司 副总经理 、研究院院长 尚随军 就 圆柱 核心产品 、 市场、产能以及 未来发展规划进行了深度交流。 圆柱电池的大型化、高倍率化已成为行业共识。起点研究院 SPIR 统计 2025 年全球圆柱电池出货量达到 168.3 亿只 ， 同比增幅超过 15.1% ， 中国圆柱电池出货 103.6 亿只 ， 同比增长 25.3% 。 其中 32/40/46/60 等大圆柱型号电池 增势强劲，是圆柱电池市场增长核 心驱动力 。在此背景下 及趋势下 ，中比新能源以产能扩容为基石，以细分市场深耕为抓手，实现了规模与质量的同步提升。 2 025 年，中比新能源三大基地合计出货量预计将达到 2GWh ， 对应电芯出货量超 6000 ...

2026年1月29至30日，江西恒大高新技术股份有限公司董事长朱星河、副总经理兼董事会秘书唐明荣等一行，专程前往湖北宜昌高新区，视 察公司参与投资的湖北匠芯新材料有限公司，深入了解厂区建设及生产筹备情况。 作为恒大高新布局新能源新材料领域的重要载体， 湖北匠芯专注于CVD硅碳负极材料的研发、生产与销售，是宜昌市首家即将实现CVD硅碳 量产的企业。 视察期间，朱星河董事长一行深入湖北匠芯生产车间，实地察看CVD硅碳生产线的建设情况。 湖北匠芯公司总经理 黄雨生表示，目前湖北匠芯已顺利完成一期厂区建设及一期第一条年产千吨级CVD硅碳生产设备的安装工作，并进入系统 联调联试阶段， 预计三、四月份可批量投产。 值得关注的是，企业中试线试产的CVD硅碳样品，已成功通过国内多家头部锂电池生产企业的 送样测试，产品在能量密度、循环寿命等核心性能指标上均获得高度认可。 据了解， CVD硅碳广泛应用于高端新能源汽车动力电池、3C数码、无人机、机器人等领域，也是固态电池的核心材料之一 ，市场前景广阔。 视察期间，朱星河董事长一行与宜昌市高新区领导举行座谈交流会，双方就产业发展、CVD硅碳项目推进、钠电池负极材料及多孔碳项目落地 ...

Group 1 - The core viewpoint of the article highlights the diversification of the global residential energy storage market by 2025, with steady growth in demand from Europe and North America, and a significant explosion of demand in emerging markets. The market drivers have evolved from being primarily influenced by the energy crisis and high price arbitrage to a multi-faceted approach involving electricity prices, policies, and energy structure adjustments [2][5]. - By 2025, global residential energy storage system shipments are expected to reach 40 GWh, representing a year-on-year growth of 43.88%. By 2030, this figure is projected to increase to 180 GWh [5][6]. - The global wholesale electricity prices will enter a "differentiated equilibrium" phase by 2025, influenced by the competition between renewable energy transition and fossil fuel costs. This will lead to varying price fluctuations across different regions [3][5]. Group 2 - The distribution of the residential energy storage market in 2025 will show a dual-driven pattern, with mature markets maintaining their share and emerging markets experiencing rapid growth. Europe will continue to dominate the market, accounting for nearly half of the global share, with Germany leading at 32% [8][10]. - The trend towards larger residential energy storage systems is evident, with 10-20 kWh systems becoming the global mainstream, driven by different regional demands. In 2025, systems in the 10-20 kWh range will account for 43% of the market [11][13]. - The competitive landscape of the residential energy storage market will feature a "dual leader" scenario, with Tesla and Huawei leading the market. Tesla's Powerwall 3 has become a benchmark product, capturing nearly 25% of the global market [13][16]. Group 3 - In the battery market for residential energy storage, Chinese companies dominate, with a "one strong, two strong" competitive landscape. The top three companies hold a combined market share of 65.5% [17][19]. - By 2026, the global residential energy storage market is expected to show clear differentiation, with mature markets slowing down and emerging markets entering a phase of rapid growth. The competition structure will solidify into three tiers [20][22]. - The product landscape will see a shift towards larger capacity systems (20-30 kWh) and modular designs, enhancing installation convenience and space utilization. The integration of solar, storage, and charging functionalities will become more prevalent [21][22].

1 月 26 日晚间，鼎龙股份发布公告，为加速推进其"创新材料平台型企业"战略布局，正式进军新能源材料领域。 公司拟以自有或自筹资金 6.3 亿元，收购深圳市皓飞新型材料有限公司（以下简称"皓飞新材"） 70% 的股权。 交易完成后，皓飞新材将成为公司的控股子公司，纳 入合并报表范围。 随着电池技术向高能量密度、高安全性方向演进，对这些 "小材料"的要求越来越高，其技术附加值也日益凸显。 而鼎龙股份则是国内领先的关键领域核心材料供应商，长期专注于进口替代类创新材料的研发与生产。公司已构建起两大核心业务板块：光电 半导体工艺材料业务与打印复印通用耗材业务。 但半导体材料技术门槛高、验证周期长，打印耗材市场成熟度高，增长空间有限。因此，公司亟需寻找新的增长极，新能源锂电材料领域因其 高成长性、技术壁垒和广阔市场前景，成为战略选择。 鼎龙股份表示，此次收购是基于新能源产业的重大战略机遇。通过控股皓飞新材，公司得以快速切入高增长的新能源材料赛道，规避了从零起 步的周期与风险，直接获得了成熟的产能、核心技术及宝贵的头部客户渠道。 交易完成后，皓飞新材董事会将设 5 名董事，其中鼎龙股份委派 3 名。公司日常经营仍由现有 ...

杉杉股份公告， 预计2025年度实现归属于上市公司股东的净利润4亿元至6亿元，与上年同期相比，将实现扭亏为盈。预计2025年度实现归 属于上市公司股东的扣除非经常性损益后的净利润3亿元至4.5亿元。 公司偏光片业务稳居市场领先地位， 以产品高端化、 运营精细化驱动实现规模与盈利能力双提升。 公司聚焦超大尺寸 LCD TV、 OLED TV 等高附加值领域优化产品结构， 推动高端产品销量及均价显著增长， 同时推进深化供应链协同、 精益生产工艺、 强化成本管控等举措。 降 本增效与产品结构升级形成合力带动毛利率提升， 叠加销量稳步增长， 推动偏光片业务本期盈利同比较大幅增长。 此外， 母公司三项费用、 长期股权投资权益法核算的参股企业亏损、 相关资产计提减值准备等预计合计影响本期损益-5.5 亿元至-4.5 亿 元， 较上年同期均有所收窄。 往 期 回 顾 | 01 | ｜ | 电解液"老三"开启港股IPO！ | | --- | --- | --- | | 02 | ｜ | 恩捷股份与国轩高科签署战略合作协议 | | 03 | ｜ | 璞泰来新型硅碳负极已在消费电池领域批量出货 | | 04 | ｜ 举办！ | ...

Group 1 - The core viewpoint of the article highlights the explosive growth of the large cylindrical battery and all-tab technology market, with a projected increase of over 15% in China's cylindrical battery shipments by 2025, and a growth rate exceeding 40% for large cylindrical batteries [3] - Major companies in the large cylindrical battery sector, such as EVE Energy, Molicel, and others, are expected to face supply shortages due to high demand, with continued rapid growth anticipated in 2026 [3] - The integration of advanced technologies like all-tab, high nickel, silicon-carbon, and sodium batteries with cylindrical batteries is expected to create new growth points and market opportunities [3] Group 2 - The event titled "2026 (Second) Qidian Lithium Battery Cylindrical Battery Technology Forum and Top 20 Rankings Release" is organized by Qidian Lithium Battery and Qidian Research Institute (SPIR), focusing on the advancements in cylindrical battery technology [6] - The forum will feature discussions on various topics, including high-power cylindrical battery technology, innovations in household and portable energy storage, and the development trends of automotive-grade large cylindrical batteries [7][8] - A comprehensive competitive ranking of the top 20 cylindrical battery companies will be published, covering key aspects such as battery cells, equipment, and materials, serving as a reference for industry procurement [3][6] Group 3 - The event is expected to attract over 600 participants, including leading companies in the cylindrical battery sector, downstream application enterprises, and equipment manufacturers [6][10] - Various participation options are available, including SVIP, VIP, and free attendance, with different benefits associated with each registration type [11][12][13] - The forum aims to facilitate networking and collaboration among industry players, including discussions on overcoming market entry barriers and identifying emerging application markets for cylindrical batteries [7][8]

宁德时代签约云南 1月27日，宁德时代与云南省人民政府 签署了三方战略合作协议，将主要围绕新能源电池、绿色能源、绿色交通、低空经济4个方面开展深入 合作，规划建设锂电池绿色智造基地，计划2026年一季度开工。 消息显示，早在2022年12月，宁德时代便在昆明注册成立"云南时代新能源科技有限公司"，注册资金10亿元。 比亚迪越南建电动车电池厂 1月27日，越南汽车制造商Kim Long汽车（越南金龙汽车）与比亚迪签约战略合作， 并同时举行比亚迪电池制造厂（ 位于金龙汽车顺化汽车 制造组装工业园内 ）建设奠基仪式。 Kim Long汽车将 在越南中部投建一座投资额1.3亿美元的新能源电池工厂。 工厂建设资金由Kim Long 汽车承担，比亚迪则提供全方位技术支持。 工厂分两期建设， 总投资1.3亿美元， 生产巴士、卡车、小型客车等商用车配套电池。 一期工程占地4.4公顷，建成后将成为越南乃至亚洲领 先的电动汽车电池工厂之一，年产能达3GWh，并采用最先进的技术。该工厂预计很快投产，将显著 提升产能 ，并确保金龙 汽车（KIM LONG MOTOR）的 电池供应稳定可靠 。二期工程将扩大投资范围，新增10公顷厂房， ...

恩捷股份表示，此次战略合作基于双方共同的发展愿景，旨在实现资源共享与优势互补。未来，双方将充分发挥各自核心优势，深化全方位协 同配合，实现资源互补、合作共赢，共同推动前沿电池技术规模化落地，助力全球能源结构绿色转型。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 走进蓝京新能源：2026年规划产能达5GWh 全极耳+切叠大圆柱已批量出货 | | 02 | ｜ | 瑞浦兰钧入股磷酸铁锂企业！ | | 03 | ｜ | 又一锂电龙头赴港IPO！ | | 04 | ｜ | 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会4月深圳 | | | 举办！ | | 点击 阅读原文 ，查看富工流体更多内容！ 近日，据云南恩捷 新材料 （集团）股份有限公司（以下简称" 恩捷股份 "）官微消息，公司旗下上海恩捷新材料科技有限公司与 国轩高科 股份有限公司在合肥正式签署战略合作协议。双方将在隔膜、固态电解质等 新能源 电池 关键材料领域展开全面协同，并共同推进零碳工 厂、智能移动 储能 充电桩 等新能源场景建设，携手迈向电池技术低碳化、高端化新阶段。 ...

近期起点研究院SPIR发布了《2026全球锂电白皮书报告》，报告数据显示，2025年度中国锂电极片及电芯干燥设备市场份额TOP7企业为：河南鼎能电子、大族贝金、瑞 昇新能源、时代高科、大成精密、愚公高科以及信宇人。 TOP1:鼎能电子 河南鼎能电子科技有限公司成立于2014年，是一家致力于新能源智能装备和非标自动化设备的研发、生产为一体的国家高新技术企业。公司自主研发的锂电池全自动干燥 线，开创了锂电池干燥工序的高精度、高一致性、高效率的全新阶段，同时实现了整个工序的无人化和信息的全程可溯。公司在高精密锂电实验设备、实验室整套解决方案等 方面处于行业领先水平，与北京大学、清华大学、加利福尼亚大学以及中科院、北京自动化研究所等多所高校和科研机构建立了长期合作，并与郑州大学共建校企联合培养基 地。鼎能科技目前拥有深圳市鹏翔运达机械科技有限公司、郑州鼎能实业有限公司和商丘市吉研科技有限公司三家子公司。 企业简介： TOP2:大族贝金 企业简介： 深圳市大族贝金装备有限公司，前身为2018年成立的深圳富创得有限公司，随着业务快速扩张，大族富创得团队于2022年创立深圳市大族贝金装备有限公司，大族贝金一 直致力于为客户 ...