Core Viewpoint - The global electric vehicle supply chain remains highly prosperous in the first half of 2025, with China's dominance in the market further strengthened [2]. Group 1: Production and Growth - In the first half of 2025, domestic electrolyte production in China reached 912,000 tons, a year-on-year increase of 49.74%, while global production reached 980,000 tons, up 43.12% year-on-year [3]. - Despite a slowdown compared to the over 80% growth rates of 2022-2023, the nearly 50% year-on-year growth in China and over 40% globally in 2025H1 indicates strong market momentum even at high base levels [5]. Group 2: Market Competition Landscape - The domestic electrolyte market concentration continues to rise, with leading companies showing significant advantages. Tianqi Materials holds over 30% market share, followed by BYD and New Zobang [8]. - The top three companies (Tianqi, BYD, New Zobang) together control 61.73% of the market, firmly establishing their dominance [9]. - The competition among second-tier manufacturers is intense, with companies like Xianghe Kunlun, Shida Shenghua, and Zhuhai Saiwei each holding market shares in the 4%-5% range [9]. - The share of "other" manufacturers is only 4.65%, indicating a narrowing space for smaller players and an increasing Matthew effect in the industry [10]. Group 3: Future Outlook - The electrolyte market in the first half of 2025 continues to show high growth, with Chinese companies maintaining a core position in the global supply chain. The market structure exhibits a "tripod" pattern dominated by Tianqi, BYD, and New Zobang, while second-tier companies face fierce competition [13]. - As the global electrification process deepens, technological iterations and cost control will be key for companies to maintain and enhance competitiveness, with industry concentration expected to tilt further towards leading firms [13].

Core Viewpoint - The lithium manganese oxide market is experiencing steady growth, with a total shipment volume of 64,000 tons in the first half of 2025, representing a year-on-year increase of 6.6% [2]. Group 1: Market Overview - The leading company in the market is Boshik High-Tech, with a shipment volume exceeding 19,000 tons, placing it in the first tier [4][5]. - Other companies in the second tier, each with shipments over 4,000 tons, include Guangxi Lijin, Xinxiang Hongli, Ganzhou Jiexing, and Guizhou Zisite [4][5]. - The third tier consists of companies with shipments over 1,000 tons, including Jiangxi Chaoshi, Wuxi Changshi, Guizhou Jiashang, Southwest Manganese, and Henan Hengyi [4][5]. - The industry shows high concentration, with Boshik High-Tech accounting for approximately 30% of the total shipment volume, and the top three companies holding over 50% of the market share [5]. Group 2: Company Developments - Boshik High-Tech's manganese-based new energy electronic materials production project in Hubei is set to be completed by mid-July 2025, establishing a full industrial chain from manganese ore to metal manganese, manganese-based precursors, and comprehensive recycling [7]. - The company has made significant technological breakthroughs in the next-generation manganese-based cathode material, high-voltage nickel manganese lithium, attracting interest from major battery manufacturers such as CATL, SAIC, GAC Aion, and Zhongchuang Innovation [7].

Core Viewpoint - The article highlights the rapid development of the new energy vehicle industry in Luoyang, driven by the construction of the CATL (Contemporary Amperex Technology Co., Limited) base and the emergence of companies like Zhongzhou Times New Energy Technology Co., Ltd, which is becoming a key player in the supply chain for electric vehicles [2][5]. Group 1: CATL Luoyang Base Development - The CATL Luoyang base is being constructed in four phases, with the first phase achieving a cumulative output value exceeding 9.2 billion yuan [2][5]. - The second phase is currently in the equipment installation and debugging stage, aiming for production by the end of September [5]. - The third phase has commenced structural construction, while the fourth phase is set to begin shortly, indicating a robust growth trajectory for the facility [2][5]. Group 2: Xiaomi's Role in the Industry - The Xiaomi YU7 automotive powertrain is produced at the Luoyang base, showcasing the integration of local manufacturing capabilities with major automotive brands [2]. - Xiaomi's strategy involves a "Beijing R&D + Henan manufacturing" model, which may foster the development of a "Yellow River industrial belt" for new energy vehicles [5]. Group 3: Industry Impact - The establishment of a billion-level new energy vehicle cluster is positioning Luoyang as a new industrial identity, replacing traditional heavy industries [5]. - The CATL Luoyang base is one of the thirteen global production bases for CATL, designed to meet "lighthouse factory + zero-carbon factory" standards, with an annual production capacity of 30 GWh [5].

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~ 2025(第三届)中国固态电池 技术发展与市场展望高峰论坛 邀请函 时间 7月8-9日 地点 中国·上海 -主办- 鑫椤资讯 会议指引 I C C S I N O 会议签到： 7月9日上午8点开始（酒店三楼） 会议酒店： 会议酒店： 上海浦东假日酒店 酒店地址： 浦东新区东方路899号 上海虹桥站（高铁），驾车约50分钟，车费约90元。 上海站，驾车约30分钟，车费约35元。 以上内容参考于百度地图 论坛议题 I C C S I N O | 发言嘉宾 | 题目 | | --- | --- | | ICC鑫椤资讯 | 欢迎致辞 | | 总经理 连萍 | | | 国联汽车动力电池研究院有限责任公司 | 全固态电池工程技术难点 | | 杨容 创新事业部副总经理 | | | 固态电池专家 | 动态均匀堆压的液压电池--基于液压技术解决软包全固 | | 赵鹏程 前21C创新实验室顾问 | 态电池堆叠应力问题的Pack成组最优解探讨 | | 天津国安盟固利新材料科技股份有限公司 | 富锂锰基正极材料在固态电池上的应用 | | 闫东 ...

Core Viewpoint - The global solid-state battery industry is accelerating its development, with sulfide solid electrolytes emerging as the primary focus due to their superior mechanical processing capabilities and ionic conductivity [2]. Group 1: Industry Development - Since 2025, numerous automotive and battery companies, including CATL, BYD, Toyota, Panasonic, Samsung SDI, LG, and SK On, are advancing the sulfide technology route for all-solid-state batteries, with most companies planning to install them in vehicles between 2027 and 2028, and mass production expected after 2030 [3]. Group 2: Demand and Consumption - By 2030, the global demand for solid-state batteries is projected to reach 195.6 GWh, representing an increase of nearly 16 times compared to 2025. The consumption of lithium carbonate due to solid-state batteries is expected to be significantly higher than that of traditional liquid electrolyte batteries, with a projected demand of approximately 322-353 tons of lithium carbonate per GWh of lithium phosphorous sulfide chloride solid-state battery [4]. - The consumption of lithium carbonate is expected to increase by over 50% compared to traditional liquid lithium batteries, even without considering the impact of metallic lithium anodes [4]. Group 3: Technological Challenges and Innovations - Currently, the technology for metallic lithium anodes has not fully resolved dendrite issues, and existing technologies primarily exhibit lithium in alloy forms rather than pure lithium. Innovations such as lithium-carbon alloys and lithium composite technologies are being developed to address these challenges [6]. - The actual demand for lithium carbonate driven by metallic lithium anodes is estimated to be in the range of 100-150 tons, and when combined with the benefits of sulfide solid electrolytes, the single consumption of lithium carbonate in sulfide solid-state batteries is expected to increase by 70%-80% compared to traditional liquid lithium batteries [6].

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~ -广告- Lyten 首席执行官兼联合创始人丹・库克在一份声明中表示："我们计划立即重启波兰工厂的运营，并履行现有及新的客户订单。" 这座位于波兰格但斯克、面积达 25，000 平方米（269，000 平方英尺）的电池储能系统生产及研发设施于 2023 年投入使用。 Lyten 在声明中称，该设施配备的设备可实现高达 6 吉瓦时的储能生产能力，且未来有扩至 10 吉瓦时的空间。此外，该公司已获得延续至 2026 年的合同订单。 这笔交易预计将在第三季度完成，其财务条款尚未披露。 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 本文来源：企业公告 美国硅谷初创企业 Lyten 周二表示，将全面收购 Northvolt Dwa ESS—— 这座欧洲最大的储能系统工厂，此举旨在扩大其产品线。 Northvolt 于今年 3 月申请破产，这是瑞典规模最大的企业破产案之一，实际上也让欧洲打造能与中国电池制造商抗衡的竞争对手的最大希望化为泡影。该公司去 年 11 月宣布关闭这座工厂。在胡润研究院 ...

Core Viewpoint - REPT BATTERO has successfully passed a large-scale fire test for its 5MWh energy storage battery cabinet, demonstrating its ability to prevent thermal runaway and setting a new safety benchmark in the energy storage industry [21][22]. Group 1: Test Overview - The fire test involved a fully charged 5MWh battery cabinet that burned continuously for 14 hours, simulating five types of composite fire scenarios [21][22]. - The test was conducted under extreme conditions, with the battery storing maximum energy and exhibiting high chemical activity, which significantly increases the risks associated with thermal runaway [22][23]. Group 2: Testing Methodology - Ignition was triggered using a combination of internal heating and external propane flame injection, creating a realistic simulation of catastrophic accident scenarios [23]. - The test design included a rigorous setup that removed active fire suppression systems, relying solely on the battery cabinet's passive safety features to manage the fire [13][20]. Group 3: Safety Performance - The test successfully prevented the spread of thermal runaway, with the highest flame temperature reaching 1380°C while maintaining the internal temperature of adjacent battery cells below 57°C, indicating effective thermal management [7][20]. - The testing apparatus was designed to simulate the harshest fire scenarios, adhering to multiple core safety standards, including CSA/ANSI C800:25, NFPA 855, and UL 9540A [22]. Group 4: Data Collection and Analysis - Over 600 temperature monitoring points were deployed during the test, allowing for comprehensive data collection on the fire's behavior and the battery's performance [20]. - Post-test inspections revealed that the battery cabinet's structural integrity remained intact, with no collapse or significant damage, further validating the product's safety design [20].

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~ -广告- 本文来源： #鑫椤锂电 富临精工公告，公司与四川发展龙蟒签署《合作框架协议》，双方将开展股权与资本合作，共同投资设立 合资公司，新建高压实密度磷酸铁锂正极材料项目与前驱体项目。 合资公司拟新建10万吨/年高压密磷酸 铁锂项目和10万吨/年磷酸二氢锂前驱体项目，选址于绵竹市德阳—阿坝生态经济产业园。 锂电材料端市场情况 行业热点 I C C S I N O 2025H1磷酸铁锂市场盘点：上半年产量同比增长66.6% 根据ICC鑫椤锂电统计， 2025年上半年磷酸铁锂产量163.2万吨，同比增长66.6%。 企业份额来看：湖南裕 能市场份额约30%，龙头地位显著，位于第一梯队；万润新能、德方纳米、友山科技、富临升华、常州锂 源市场份额在5%-10%之间，位于第二梯队。产量增速来看：TOP10企业中安达科技、当升科技增速最 高，均超过200%；友山科技、富临升华、国轩高科均超过100%；万润新能、泰丰先行也均超过80%；湖 南裕能虽然基数大，但也实现了超过40%的增幅。从发展潜力来看：除了湖南裕能、富临升华等综合实 ...

会议日程 END 另据智利海关统计， 6月份智利碳酸锂总出口14619吨，虽然环比上升3.38%，但同比降低30.21%，连 续两个月维持偏低水平。 其中， 出口中国碳酸锂数量更是同比大降41.23%。 那么， 南美极端寒潮到底对碳酸锂出口有没有直接的影响呢， 特别是以太阳池生产工艺为主的智利盐 湖。 数据来源：ICC鑫椤锂电 很遗憾，答案是否定的。 根据ICC鑫椤锂电了解， 此次寒潮确实对南美的农作物影响较大，但对于碳酸锂 生产几乎没有影响， 近两个月智利碳酸锂发货量连续处于低位，虽然有冬季的因素，但这些都是在预期之 内的，最主要的扰动因素，可能还是由于前期国内碳酸锂价格下跌过猛，下游用户采购积极性减弱所致， 而本轮反弹也多少带着点压抑已久的情绪释放。 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：鑫椤锂电 据世界气象组织消息， 近日极地高压席卷南美，智利、阿根廷遭遇世纪严寒。 两国政府针对引发极端天 气的 "极地反气旋"提前发布寒潮预警。号称全球最干燥沙漠，智利阿塔卡马（Atacama）也罕见出现了 降雪。 ...

据韩国媒体 edaily 6月26日报道， 宁德时代韩国子公司宁德时代韩国目前正在招聘经理和总经理（科长 部长） 级 的技术解决方案工程师， 主要任务是收集和分析海外ESS项目的技术要求、设计ESS解决方案 并准备招标文件、收集和分析当地市场的技术要求。 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~ -广告- 本文来源：科研云平台 END 事实上， 今年 1月，宁德时代已官宣将在韩国成立子公司，并加快其动力电池和储能电池业务的扩张。 报道指出，宁德时代此次 ESS人员招聘与韩国正在进行的大规模ESS项目不无关系。韩国业界认为，该项 目的启动，意味着未来韩国将重启大规模电池储能系统市 5月22日，韩国贸易、工业和能源部下属的韩国电力交易所宣布开启储能项目招标，计划在韩国全国范围 内引入540MW/3240MWh电池储能系统。项目要求运营企业在2026年之前建造储能系统，与电力交易 所达成为期15年的长期固定电价交易协议，并根据电力交易所的指示供应电力。这些储能所需的充放电时 间长达6小时。 这是韩国政府首次在全国范围内开展的第一个万亿韩元级项目，并计划在今年下半年进 ...