Group 1 - The project in Lanzhou New Area aims to establish a modern production base for lithium iron phosphate energy storage cells with an annual capacity of 10GWh, as part of a larger 30GWh annual capacity plan, with an investment of 2.8 billion yuan [2] - The project will leverage the full industrial chain of energy storage battery research and manufacturing capabilities of Guokai Energy, focusing on technological innovation and green efficiency [2] - Upon completion, the project is expected to significantly drive the demand for upstream materials such as lithium iron phosphate and graphite anodes, creating a tightly-knit industrial ecosystem that reduces overall costs for battery companies in Northwest China [3] Group 2 - The project is positioned as a benchmark for the new energy industry in Lanzhou New Area, aiming to attract enterprises and form a new energy battery industry cluster centered around the area [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~ 本文来源：快科技 ICC 鑫椤资讯年终盘点： 2025年碳酸锂市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 1月22日消息，宁德时代正式发布天行II轻商系列动力电池，其中低温版为行业首款量产钠电池。 这款45度钠离子电池能量密度175Wh/kg，循环寿命突破10000次，全球首款通过GB 38031-2025新国标认证，可 适配中小VAN、小微卡等车型 。 耐低温能力表现优异， 在-40℃极寒环境下仍保有90%可用电量，-30℃冻透状态下可即插即充，彻底解决北方地区 商用车冬季使用痛 ...

Group 1 - The article emphasizes the importance of a distribution map for energy storage companies, serving as a targeted advertisement to decision-makers in the industry [1][3] - The map will be distributed to over 30,000 key personnel in the energy storage supply chain, acting as an invitation to enter core circles [1] - It highlights the regional layout heat map, which marks leading companies and industrial clusters in key provinces and cities across the country [4] Group 2 - The article outlines a comprehensive industry chain map covering essential enterprises from lithium mining to system integration and application [4] - It includes a policy heat index that clearly displays subsidy levels, storage requirements, and electricity pricing policies across different provinces [5] - The article mentions various sponsorship opportunities for companies to display their logos and information on the distribution map [8]

据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 -广告- 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~ 2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市场高峰论坛 ...

Market Overview - On January 22, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) was 164,500 CNY/ton, an increase of 5,000 CNY from the previous working day. The price for battery-grade lithium hydroxide (56.5% coarse particles) was 155,000 CNY/ton, also up by 5,000 CNY [1]. - Lithium carbonate futures continued to rise, driven by expectations of supply contraction. Concerns about potential shutdowns at remaining lithium mines have intensified, with the main contract closing at 168,780 CNY/ton, up 2,040 CNY from the previous day, and open interest is still increasing [1]. Price Trends - The average price of lithium concentrate (6.0%) remained stable at 2,100 CNY/ton. Battery-grade lithium carbonate rose to 16,450 CNY/ton, up 0.5 CNY from the previous day, while lithium hydroxide increased to 15,500 CNY/ton, also up 0.5 CNY [4]. - The average price of lithium iron phosphate (power type) was 5,460 CNY/ton, up 0.08 CNY, and ternary materials (811) reached 20,000 CNY/ton [4]. Industry Focus - On January 21, a lithium spodumene auction concluded, with the Wodgina mine's 16,650 dry tons of 5.49% lithium spodumene selling for a tax-inclusive price of 16,852 CNY/dry ton, with delivery at Zhenjiang Port [5]. Company Insights - The current spot market for lithium carbonate continues to show an upward trend, with strong support at the bottom. The recent auction results for lithium concentrate indicate that production costs for lithium carbonate are approaching 167,000 CNY/ton. If auction prices for overseas mines continue to break previous highs, expectations for cost support in lithium resources will strengthen, potentially driving spot prices higher [6].

Core Viewpoint - The article discusses the challenges faced by the battery industry in Europe, particularly focusing on the suspension of operations by Novo Energy, a battery startup under Volvo, due to rising costs and a slowdown in electric vehicle demand. Group 1: Novo Energy Suspension - Novo Energy has announced the suspension of operations and plans to lay off 75 employees due to the inability to find new technology partners and rising operational costs [1][2] - The suspension follows a year of inactivity for the Novo factory after the collapse of Northvolt, which co-founded Novo Energy with Volvo in 2021 [2] - Alexander Petrofski, chairman of Novo, indicated that the decision was driven by cost pressures rather than negotiation issues with potential partners [2] Group 2: Industry Context - The suspension of Novo Energy is part of a broader trend where multiple battery projects in Europe have been canceled or delayed due to soaring costs and reduced demand for electric vehicles [1][2] - There is a call for increased investment support from the EU for local battery manufacturing, especially in light of China's dominance in battery production [2] - The EU has recently announced a new automotive plan that includes incentives for domestic battery production, which is seen as crucial for the future of projects like Novo Energy [2] Group 3: Other Developments - In Sweden, American startup Lyten is attempting to revive the Northvolt battery factory in Skelleftea after acquiring it last year [3] - Volvo Group's planned battery factory in Mariestad is also facing significant delays [4]

Core Viewpoint - The article emphasizes the creation and significance of a comprehensive lithium battery industry chain distribution map, which has gained high acclaim in the industry since its launch in 2022, highlighting its unique value and far-reaching impact [1]. Group 1: Overview of the Lithium Battery Industry Chain Distribution Map - The distribution map meticulously outlines the entire ecosystem of the global lithium battery industry, covering raw materials, four main materials, battery manufacturing, and end applications, involving key enterprises in various sectors [2]. - Key raw materials include lithium carbonate, lithium iron phosphate, lithium hexafluorophosphate, lithium cobalt oxide, lithium manganese oxide, lithium hydroxide, and basic chemical raw materials like graphite and electrolyte solvents [2]. - The map also focuses on companies involved in the research, production, and supply of battery anode and cathode materials, including both traditional and cutting-edge materials [2]. Group 2: Components and Applications - It includes manufacturers of critical components such as separators and electrolytes, which ensure the safe and efficient operation of batteries [3]. - The battery manufacturing section encompasses various types of lithium-ion batteries, including cylindrical, prismatic, and pouch cells, covering design, production, and assembly [4]. - The map addresses battery recycling and reuse, featuring a whitelist of companies, and highlights end applications in electric vehicles, energy storage systems, consumer electronics, and lightweight power [5]. Group 3: Geographic Coverage - The distribution map covers four major lithium battery industry clusters: China, North America, Europe, and Southeast Asia, including Japan and South Korea [6]. Group 4: Target Audience and Collaboration - The target investors include global venture capital funds, private equity funds, and industrial investment funds, particularly those focused on new energy and new materials [8]. - Industry enterprises are invited to join the ecosystem, including raw material suppliers, material manufacturers, battery producers, electric vehicle manufacturers, and energy storage solution providers [8]. - Research institutions and universities in fields like new energy, materials science, and electrochemistry are encouraged to participate in advancing technological innovation and talent development [8]. - Collaboration with local governments and industry associations is emphasized to promote the implementation of lithium battery industry policies and optimize the development environment [8]. Group 5: Invitation for Cooperation - The article extends a sincere invitation for participation in exploring deep cooperation opportunities within the lithium battery industry chain [9].

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：新浪财经 | | | 近日，安徽省合肥市生态环境局发布了《 合肥乾锐科技有限公司年产1万吨硫化物固态电解质材料项目 环境影响评价 第一次公示》。 该项目位于安徽省合肥市肥东县合肥循环经济示范园石泉路与乳泉路交口东北角合肥乾锐科技有限公司厂区内，项目 建成后将实现年产1万吨硫化物固态电解质材料，其中主产品锂磷硫氯产量2000吨/年、锂磷硫氯溴产量6000吨/年、 锂磷硫氯碘产量2000吨/年。 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 资料显示，合肥乾锐科 ...

Core Viewpoint - Tianhua New Energy is planning to issue H-shares and list on the Hong Kong Stock Exchange to accelerate its international strategy and enhance its capital strength and competitiveness [4]. Group 1: Company Overview - Tianhua New Energy focuses on three main business areas: new energy lithium battery materials, anti-static ultra-clean technology products, and medical device products, with lithium battery materials being the core segment [4]. - The main products include battery-grade lithium hydroxide and battery-grade lithium carbonate [4]. - The company has established long-term stable partnerships with leading domestic and international automotive manufacturers, power battery manufacturers, and mainstream lithium battery cathode material producers [4]. Group 2: Strategic Initiatives - The H-share issuance aims to leverage the advantages of international capital markets to create a diversified capital platform and enhance overseas financing capabilities [4]. - The company is currently in discussions with relevant intermediaries regarding the specifics of the H-share issuance and listing [1].

会议主办：鑫椤资讯 会议协办：厦门大学、LIRA 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~ 2026国际电池产业大会 2026国际电池产业大会 会议时间：2026年4月22-24日 会议地点：马来西亚·吉隆坡 | | 议题 | 拟邀发言单位 | | --- | --- | --- | | 上午 | 中国电池企业出海"破局战"：地缘博弈、 | 亿年锂能 | | | 成本困局与本土化 | | | | 东南亚新能源市场政策与投资机遇 | 马来西亚投资发展局 | | | 待定 | 贝特瑞 | | | 东南亚储能项目"抗环境+稳供电"的双重 排战破解 | 鹏挥能源 | | | 背靠青山原料战略支撑, 布局海外电池产业战略新未来 | 瑞浦兰钧 | | | 锂离子电池老化与退化:机制、加速测试与 | 厦门大学马来西亚分校 | | | 寿命预测 | | | 下午 | 待定 全球视野、本土赋能,恩捷股份核心优势与 | 恒源石化 闊龍股份 | | | 2026镍、钴的博弈升级与 "新三角"崛起 乐南亚 | 优美科 | | | 全球供应链战略 | | | | 产业链协同出海如何提速 ...