Group 1 - The core point of the article is that Enjie Co., Ltd. has changed its name to align with its strategic development towards a group operation model [1][3]. - The company's full name has been changed from "Yunnan Enjie New Material Co., Ltd." to "Yunnan Enjie New Material (Group) Co., Ltd." [1][3]. - The English name has also been updated accordingly, reflecting the new group structure [1][3].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 为什么这张地图是储能企业的"必投广告"？ 精准传播，直击决策层 本分布图将定向发行至 3万+储能产业链核心人员 ： 每一张地图，都是一份进入核心圈层的邀请函！ 地图内容核心价值： 1.冠名赞助——在分布图左上方与主办方共同显示企业LOGO等信息 2.品牌赞助——在分布图下方空白位置展示企业名称、主营产品、联系方式等内容 3、企业名片-- 在分布图下方空白位置展示 企业名称、 主营业务 、联系方式 产业链全景图谱 ：覆盖从锂矿→电芯→PCS→系统集成→EPC→应用 全链条核心企业 重点项目标注 ： 政策热力指数 ： 各省补贴力度、配储要求、电价政策一目了然 合作赞助： 广告位投放请联系： 13248122922 （ 微信同） 鑫椤资讯储能电芯出货量 鑫椤资讯 工商业储能出货量 鑫椤资讯 基站&数据中心备电 出货量 鑫椤资讯 源网侧储能出货量 鑫椤资讯 户储(含便携式)出货量 ...... （ 本图片为示意图，具体以实际产品为准) ✓ 储能系统采购决策者 ✓ 产业链上下游企业 ✓ 政府招商部门与产业园区负责人 ✓ 投资机构 ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Conference Overview - The 2026 Lithium Battery Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit aims to address the supply-demand dynamics in the lithium battery sector, focusing on the critical materials needed for battery production and the expected supply shortages [5]. Group 2: Key Topics of Discussion - The conference will feature three main topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand [5]. 2. Announcement of the "Top Ten Lithium Battery Material Brands of 2025," evaluated based on shipment volume, market share, and customer reputation [6]. 3. B2B procurement matchmaking to connect top battery manufacturers and material suppliers, enhancing resource matching and reducing procurement costs [7]. Group 3: Proposed Discussion Topics - Proposed topics for the main forum include: - Outlook on lithium ore resource supply for 2026 [9]. - Market environment discussions on lithium carbonate operations [9]. - Research and application of high-energy density power battery technology [9]. - Additional topics will cover trends in the global new energy vehicle market and the impact of policies on the lithium market [10][11]. Group 4: Participation and Costs - The participation fee for the conference is set at 2800 yuan per person, with a limited-time free attendance option available for the first 200 registrants [17].

Core Viewpoint - The VC market is experiencing a significant turnaround in October 2025 after a period of stagnation, with a projected production of 69,000 tons and an overall operating rate of 86% [1][6]. Market Competition Landscape - The production of VC is concentrated among 10 Chinese companies, with Shandong Gengyuan holding a 25% market share, followed by Huasheng Lithium with 17%, Huayi at 11%, and Furui Energy at nearly full production with a 10% market share [3]. Price Dynamics - In October 2025, the VC market saw a rapid price increase, exceeding 200,000 yuan per ton, before stabilizing at around 160,000 yuan per ton due to strong price support from manufacturers [4]. Supply and Demand Balance - The VC market's operating rate is expected to reach 86% in 2025, with a slight decrease anticipated in 2026 as effective production capacity grows faster than demand. By 2027, the operating rate is projected to adjust slightly upwards to 79% as demand continues to rise [6]. Future Outlook - The VC market demand is expected to significantly increase in 2026, with production projected to reach 100,000 tons, representing a 45% growth [7]. Historical Context - The VC market experienced prolonged low prices over the past two to three years, with a minimum price of 43,000 yuan per ton, leading to widespread losses among manufacturers. During this period, only larger manufacturers maintained full production, while smaller firms were forced to cease operations [8].

Market Overview - The lithium carbonate market is experiencing a surge due to expectations of increased exports of lithium batteries. On January 12, the spot settlement price for battery-grade lithium carbonate (99.5%) reached 152,000 CNY per ton, an increase of 10,000 CNY from the previous working day. The price for battery-grade lithium hydroxide (56.5% coarse particles) also rose by 10,000 CNY to 120,000 CNY per ton [1][2] - Futures trading saw a significant rise, with the main contract closing at 156,060 CNY per ton, up 12,880 CNY from the previous day, while open interest continued to decline [1] Price Trends - The ICC lithium battery settlement prices on January 9 and January 12 showed notable increases across various lithium products: - Lithium concentrate rose from 1,920 CNY to 2,040 CNY, a 120 CNY increase - Battery-grade lithium carbonate increased from 14.2 CNY to 15.2 CNY, a rise of 1 CNY - Lithium hydroxide went from 12 CNY to 13 CNY, also up by 1 CNY - Lithium iron phosphate increased from 5.08 CNY to 5.24 CNY, a 0.16 CNY increase - Three-element materials remained stable at 18 CNY [2] Industry Sentiment - Recent discussions in the market were focused on the potential for lithium carbonate prices to rise significantly. Following the announcement of a reduction in export tax rebates for lithium batteries, market expectations have shifted positively. Approximately 50% of surveyed companies believe that lithium carbonate prices could reach 200,000 CNY by April 1, while 30% anticipate prices could hit 250,000 CNY, with a small fraction expecting prices to exceed 300,000 CNY [6][10] Regulatory Changes - The Ministry of Finance and the State Administration of Taxation announced a reduction in the export tax rebate rate for battery products from 9% to 6% starting April 1, 2026, and a complete cancellation of the VAT export rebate for battery products from January 1, 2027. This change is expected to increase export costs, impacting market dynamics [9][10] Supply Chain Developments - The first shipment of lithium concentrate (approximately 30,000 tons) from Hainan Mining arrived at Yangpu Port on January 9, indicating ongoing supply chain activities in the lithium sector [9] - Xingfa Group plans to produce and sell 70,000 tons of lithium iron phosphate in 2026, primarily supplying BYD, reflecting the growing demand for lithium battery materials [9]

Core Viewpoint - ST Pawa has decided to terminate the "annual production of 15,000 tons of ternary precursor project" as part of its fundraising investment projects, based on industry development and business conditions, aiming to optimize resource allocation and align with future strategic requirements [1][2]. Group 1 - The board of directors approved the termination of the fundraising project, which will not adversely affect the company's normal operations or harm shareholder interests [1][2]. - The total investment for the "annual production of 15,000 tons of ternary precursor project" was 47,226.97 million, with 19,093.98 million already utilized [2]. - The company split the "annual production of 40,000 tons of ternary precursor project" into two separate projects: "annual production of 25,000 tons" and "annual production of 15,000 tons" in 2022 [2].

Core Viewpoint - The article highlights the establishment of a new energy battery production base by Guokai Energy (Lanzhou New Area) Co., Ltd., which aims to produce 30GWh of new energy batteries annually, with an initial investment of 2.8 billion yuan for the first phase focusing on 10GWh of lithium iron phosphate energy storage cells [1][2]. Group 1 - The project is positioned as a benchmark for the new energy industry in the Lanzhou New Area, with a total planned capacity of 30GWh per year [1]. - The first phase of the project involves an investment of 2.8 billion yuan, specifically targeting the production of 10GWh of lithium iron phosphate energy storage cells [1]. - Guokai Energy (Lanzhou New Area) Co., Ltd. was established in August 2025, as a joint venture involving Guokai Energy and two state-owned enterprises, with shareholding ratios of 35%, 33%, and 32% respectively [1]. Group 2 - Upon production, the facility is expected to achieve large-scale output of 10GWh energy storage cells, which will stimulate demand for upstream materials such as lithium iron phosphate and graphite anodes [2]. - The project aims to create a tightly-knit industrial ecosystem through deep integration with the park's industries, significantly reducing the overall costs for battery companies in Northwest China [2]. - The dual advantages of cost and ecological benefits are anticipated to attract more enterprises, contributing to the formation of a new energy battery industry cluster centered in the Lanzhou New Area and radiating throughout Northwest China [2].

Group 1 - The core viewpoint of the article emphasizes the creation and significance of the lithium battery industry chain distribution map, which has become a sought-after resource in the industry since its launch in 2022, reflecting its unique value and far-reaching impact [1] - The distribution map provides a comprehensive overview of the global lithium battery industry, detailing the entire ecosystem from raw materials to end applications, including key companies involved in lithium carbonate, lithium iron phosphate, and other essential materials [2] - It highlights the importance of battery components such as separators and electrolytes, which are crucial for the safe and efficient operation of batteries [3] Group 2 - The distribution map covers various types of lithium-ion battery manufacturing, including cylindrical, prismatic, and pouch cells, showcasing the diversity in battery design and production [4] - It includes a section on battery recycling and reuse, emphasizing the role of whitelist companies in this area, as well as the broad applications of lithium battery technology in electric vehicles, energy storage systems, and consumer electronics [5] - Geographically, the distribution map encompasses major lithium battery industry hubs, including China, North America, Europe, Japan, and Southeast Asia, indicating the global nature of the industry [6] Group 3 - The target audience for the distribution map includes global venture capital funds, private equity funds, and industry investment funds, particularly those focused on new energy and new materials [8] - The article invites participation from upstream and downstream companies in the lithium battery industry chain, including raw material suppliers, manufacturers, and electric vehicle producers, to collaboratively build an industry ecosystem [8] - It also encourages collaboration with research institutions, universities, government agencies, and industry associations to promote policy implementation and optimize the development environment for the lithium battery industry [8] Group 4 - The article extends an invitation for sponsorship opportunities related to the distribution map, offering branding and advertising placements for interested companies [10]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：储能前沿 1月9日， 深圳市远信储能技术股份有限公司正式向港交所主板递交上市申请 ，由招银国际担任独家保荐人。 资料显示， 远信储能创立于2019年，专注于新型电力系统与综合能源方案的开发，以及可持续的新能源解决方案和可靠的储能产品的研发和推广应用。 远信储能的业务覆盖新能源发电、风光柴储一体化、微电网、电力储能以及工商业和家庭储能等多元应用场景，其解决方案包括大型储能、工商业储能和 构网型储能。 2023年、2024年及2025年前三季度，远信储能分别实现收入4.35亿元、11.44亿元及8.81亿元；同期利润为4074.1万元、9626.5万元、7089.2万 元。 1月9日，远信储能还宣布完成数亿元人民币股权融资。本轮融资由知名投资机构同创伟业领投，正海资本、卓源蓝图等机构跟投。 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 根据弗若斯特沙利文的资料， 远信储能于2025年前三季度新增独立储能装机容量1.3GWh ， 在全球储能资产全生命周期解决方案提供商中排名第一。 20 ...

Core Viewpoint - The article highlights the growth and competitive landscape of the lithium manganese oxide market, projecting a significant increase in shipment volumes and emphasizing the dominance of key players in the industry [1][3]. Group 1: Shipment Volume and Market Share - The shipment volume of lithium manganese oxide is expected to reach 132,000 tons by 2025, representing a year-on-year growth of 15.4% [1]. - BoShi High-Tech remains the leader in shipment volume, approaching 40,000 tons, maintaining a significant lead over competitors [3]. - The market concentration is high, with BoShi High-Tech holding over 30% market share, and the top five companies accounting for over 70% of the market [4]. Group 2: Cost and Supply Dynamics - The cost of manganese sources has surged due to supply constraints, cost support, and improved demand, with expectations of continued price increases into 2026 [6]. - Companies like BoShi High-Tech, which have established a complete industrial chain from manganese mining to lithium manganese oxide production, are better positioned to manage these cost pressures [6]. Group 3: Innovation and Future Outlook - BoShi High-Tech is investing in the development of high-voltage nickel manganese lithium materials, which are seen as the future direction for manganese oxide enterprises due to their superior performance characteristics [8]. - The penetration rate of lithium batteries in various applications, including two-wheeled vehicles, digital tools, energy storage, and automotive power, is expected to increase, with total shipments projected to reach 150,000 tons in 2026 [8].