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 -广告- 行业热点 I C C S I N O 关税下降，美国或掀起电池囤货潮！ 5月12日，中国和美国政府发布日内瓦经贸会谈联合声明，双方承诺将于5月14日前大幅下调关税，其中， 美国对中国输美商品的关税加征比例将由目前的145%下调至30%。对于锂电池行业而言，最新措施生效 后，美国对华电动汽车动力电池关税将下调至58.4%，包括储能电池在内的非车用锂电池关税下降至 40.9%，降幅分别达115%和115.9%。美国大幅度降低对华关税后，中国锂电池对美国出口有望恢复。鑫椤 资讯高级研究员张金惠分析称， 就储能电池而言，虽然中国输美产品仍面临40.9%的关税，但中国在用于 储能行业的磷酸铁锂电池方面具备领先优势，出口前景仍然乐观。 超3200家展商、多位行业大佬齐聚 共话锂电产业发展与机遇 第十七届深圳国际电池展览会(CIBF2025)于本周四在深圳国际会展中心启幕。作为全球规模最大的电池行 业展会之一，本届展会聚焦固态电池、先进锂离子动力电池技术、大功率快充技术等前沿技术，吸引包括 宁德时代 ...

本文来源： 三菱化学、化工新材料 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） 5月15日，三菱化学宣布，其 子公司MU Ionic Solutions Corporation（MUIS） 已 与 宁德时代 （CATL） 签 订了专利许可协议，可获取MUIS的 锂离子电池 (LIB) 相关专利 。 END 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~ MUIS长期着眼于正极材料与电解液界面作用，并成功开发出 基于二氟磷酸盐的正极界面控制技术（MP1 技 术） ，并在该领域积累了多项专利。MUIS与宁德时代签署了涵盖MP1技术的专利许可协议，承诺共同推进 MP1技术的应用，共同推动电子和电动汽车 (xEV) 市场的发展 据了解， MUIS 是一家电解液生产商，成立于2020年10月，由 三菱化学 和 宇部兴产 的电解液业务合并而 成，其中，三菱化学拥有80%股权，宇部兴产拥有20%股权。其生产基地包括日本国内的四日市工厂（位于三 重县）和堺工厂（位于大阪府），以及集团旗下的 ...

Group 1 - The core project of China Metallurgical Group's new materials phase II in Tangshan, Hebei, has been completed 75% and is expected to finish construction in the first half of 2025, entering the equipment installation phase [1] - The project involves an investment of 1.343 billion yuan, covering an area of 196 acres with a building area of 91,300 square meters, including new extraction, nickel sulfate, and other facilities [1] - Upon completion, the combined annual production capacity of phases I and II will reach 60,000 tons of high-nickel lithium-ion battery ternary precursor materials, sufficient to equip approximately 400,000 electric vehicles, along with producing 45,000 tons of battery-grade nickel sulfate, 40 tons of high-purity scandium oxide, and 163,000 tons of mirabilite, with projected sales of about 7.5 billion yuan and annual tax revenue of about 800 million yuan [1]

Core Viewpoint - The article highlights the advancements in battery technology showcased at the 17th Shenzhen International Battery Technology Exchange and Exhibition (CIBF 2025), emphasizing the innovative materials and solutions presented by the company, which aim to enhance energy density, safety, and performance in various applications [1][4][6][9][11][12][13]. Group 1: High Voltage Lithium Cobalt Oxide - The 4.55V high voltage lithium cobalt oxide/O2 phase technology was introduced, achieving a charging cutoff voltage above 4.55V through advanced doping and crystal orientation control, enabling high energy density and lightweight products [4]. Group 2: NCA and High Nickel Materials - NCA products exhibit low DCR, high cycle stability, and high volumetric density, successfully integrated into domestic leading enterprises and various emerging fields such as high-end power tools and humanoid robots [6]. - The ultra-high nickel ternary 9 series materials have achieved a nickel content of ≥ 94%, showcasing high capacity, low internal resistance, and long cycle life, setting industry benchmarks for high-end power batteries and low-altitude flying vehicles [6]. Group 3: High Entropy Composite Materials - The company is developing high entropy composite materials to enhance thermal stability, structural stability, and low-temperature performance, aiming to meet the demands of high-end power batteries for safety and longevity [9]. - The new lithium supplement product, lithium-rich iron phosphate, shows high irreversible capacity and low pH residual alkalinity, enhancing battery energy density and cycle performance [9]. Group 4: Solid-State and Sodium Batteries - The company is collaborating with leading battery manufacturers to develop a new type of lithium-rich manganese-based material for solid-state batteries, with the first generation undergoing trial verification [11]. - LATP solid-state electrolyte materials have been certified by leading firms, while the company is also researching higher conductivity LLZO electrolytes and halide/sulfide solid-state electrolyte technologies [12]. - Sodium battery products are being developed using layered oxide and polyanion dual technology routes, with successful trials indicating broad application potential [12]. Group 5: Industry Integration and Innovation - The partnership with Hengtong Group aims to integrate the entire supply chain from material research to end applications in the new energy sector, showcasing innovation in copper-based materials [13]. - The company emphasizes the need for deep integration of technology innovation with the supply chain, shifting competition from single performance metrics to systemic innovation and ecological construction [13].

Core Viewpoint - The article emphasizes the significance of the CIBF2025 event as a pivotal platform for the global battery industry, showcasing innovations and fostering collaboration in the context of the green energy transition [5][7][21]. Group 1: Event Overview - CIBF2025 will take place from May 15-17, 2025, in Shenzhen, recognized as a "global wind vane" for the battery industry [5]. - The event will feature over 30,000 square meters of exhibition space, attracting more than 3,200 top exhibitors and over 400,000 professional visitors from 18 countries across four continents [8]. - The theme of the exhibition is "Linking the World, Empowering Green, Driving the Future," focusing on battery technology revolution and industry chain collaboration [5][7]. Group 2: Industry Trends and Innovations - The International Energy Agency (IEA) predicts that global battery demand will surge to 3,500 GWh by 2030, with China leading in technology iteration and standard-setting [7]. - Next-generation battery technologies, including solid-state batteries, sodium-ion batteries, and lithium-metal batteries, are on the verge of mass production, with significant advancements showcased at the event [13]. - The event will highlight the dual drivers of digitalization and green circular economy in battery lifecycle management, showcasing China's leadership in these areas [13]. Group 3: Strategic Initiatives - The article outlines four strategic paths for Chinese battery companies to navigate global challenges: enhancing core technology innovation, deepening overseas localization, leading international standard formulation, and committing to green and low-carbon practices [19]. - CIBF2025 will feature a dedicated "International Pavilion" to facilitate collaboration between Chinese and foreign companies in resource recycling and recovery technologies [19]. Group 4: Academic and Industry Discussions - The event will host four high-level summits and over 200 academic reports, addressing industry trends and breakthroughs in battery technology [16]. - Key discussions will include advancements in solid-state electrolytes, lithium-sulfur batteries, and the application of high-energy-density batteries in aviation [16]. Group 5: Conclusion - CIBF2025 aims to witness the Chinese new energy industry defining its "industrial height" through "innovation depth," serving as a stage for technological demonstrations and a source for a zero-carbon future [21].

Core Viewpoint - The article emphasizes the launch of Beiterui's "Full Chain Rebirth" closed-loop recycling solution for positive and negative electrode materials, aiming to create a sustainable development path for the battery industry from production to retirement [1][2]. Group 1: Recycling Technology and Innovations - Beiterui has introduced a groundbreaking process for positive electrode materials, achieving a significant reduction in processing steps and costs while ensuring zero wastewater discharge, with mass production capabilities already in place [2][3]. - The company has also pioneered a new technology for negative electrode material recycling, addressing issues related to impurities and structural defects, thus enhancing carbon emission advantages [2][3]. Group 2: Market Context and Future Projections - According to the International Energy Agency (IEA), the global scale of waste batteries is projected to reach 115 GWh by 2024, with an estimated recycling scale of approximately 1 TWh by 2035 [2]. - Regulatory frameworks such as China's "Comprehensive Utilization Industry Standards for Waste Power Batteries" and the EU's "New Battery Regulation" are elevating material recovery rates and carbon footprint management to strategic industry standards [2]. Group 3: Industry Collaboration and Strategic Goals - Beiterui calls for a unified consensus within the industry to accelerate the green transition through comprehensive technological innovations in battery recycling [3]. - The company aims to establish a full-chain closed-loop industry for positive and negative electrode materials, focusing on strategic collaboration with battery, power, and energy storage sectors [3]. Group 4: Commitment to Sustainable Development - Driven by carbon neutrality goals and ESG principles, Beiterui's sustainable development initiatives are expected to provide more green solutions for global energy transformation [4].

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~ 宁德时代方面表示， 本次募资所得的90%将投向匈牙利项目第一期及第二期建设， 进一步提升本地化供 应能力。目前宁德时代海外布局的产能主要包括德国工厂、匈牙利工厂、与Stellantis合资的西班牙工厂 及印尼电池产业链项目。 本文来源：储能前沿 宁德时代于2月11日正式向港交所递交A1申请文件，3月25日获中国证监会境外发行上市备案通知书，创 近年境外发行备案最快纪录。按照5月20日上市计算，宁德时代从申报到上市仅3月余。 宁德时代2024年营收为3620.13亿元，和上年同期相比（同比）减少9.70%；归属于上市公司股东的净 利润为507.45亿元，同比增加15.01%。值得一提的是，尽管净利润依然可观，但宁德时代在去年的营收 是自2018年上市以来首次出现同比下滑。 宁德时代的港股IPO正在如火如荼地进行中，目前展现出极高的市场热度。 2025年第一季度报告，宁德时代营收为847.05亿元，和上年同期相比（同比）增加6.18%；归属于上市 公司股东的净利润为139.63亿元，同比增加32.85%；综合毛利率达24. ...

Core Viewpoint - The article highlights the rapid expansion of lithium iron phosphate (LFP) production capacity by various companies globally, driven by increasing demand for LFP materials in electric vehicles and energy storage systems. Group 1: Company Developments - Lithium Source Technology's Indonesian production base has successfully shipped LFP products, marking it as the first Chinese LFP manufacturer to commence overseas mass production. The total planned capacity is 120,000 tons, with the first phase of 30,000 tons already completed and the second phase of 90,000 tons ready to commence [1]. - In December 2024, Lithium Source revised its long-term supply agreement with LG Energy Solution (LGES), increasing the sales volume of LFP materials from 160,000 tons to 260,000 tons before 2028 [1]. - A subsidiary of Lithium Source signed an agreement with Ford's Blue Oval to supply LFP materials from 2026 to 2030 [1]. Group 2: Industry Trends - ICL announced the operation of its LFP battery material pilot production base in St. Louis, Missouri, marking a significant advancement in LFP production technology in the U.S. The facility has a total investment of $20 million and a pilot manufacturing capacity of 1 ton [2]. - The article notes that various Chinese LFP manufacturers are expanding overseas, with companies like Hunan Youneng, Hubei Wanrun, and others announcing plans to build LFP production facilities in countries such as the U.S., Morocco, and Spain [2][3]. - The U.S. has imposed a 125% tariff on domestic energy storage manufacturers, leading to a cumulative tariff of 173.4%, which has increased the demand for overseas LFP materials and batteries [3]. Group 3: Expansion Overview - A summary table lists various companies and their overseas expansion plans, including: - Lithium Source Technology in Indonesia with a planned capacity of 120,000 tons [3]. - De Fang Nano in Spain, investing €285 million for LFP production [3]. - Hunan Youneng planning a 50,000-ton LFP project [3]. - Hubei Wanrun aiming for a 50,000-ton capacity in the U.S. [3]. - Zhongwei Co. in Morocco with a projected capacity of 120,000 tons of precursor materials and 60,000 tons of LFP [3]. - Huayou Cobalt in Morocco and Indonesia with various production targets [3]. - Tianqi Materials investing $280 million in Morocco for a 300,000-ton lithium battery materials project [3].

Group 1 - The 17th Shenzhen International Battery Technology Exchange and Exhibition (CIBF2025) is set to take place from May 15 to May 17, 2025, at the Shenzhen International Convention and Exhibition Center [5] - Xinluo Lithium Battery will showcase at booth 1B133 in Hall 1, providing attendees with an opportunity to explore the latest developments in the lithium battery industry [5] - Attendees can receive a free 2025 lithium battery industry distribution map at Xinluo Lithium Battery's booth, which includes key information on global lithium battery industry clusters, development status, company distribution, and technology trends [4][5] Group 2 - The distribution map is a valuable tool for industry professionals to gain insights into the market and seize opportunities within the lithium battery sector [4]

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：企业公告 5月12日消息， 苏州斯莱克精密设备股份有限公司披露其与烟台力华电源科技有限公司就力华电源46系列大圆柱 电池合作事宜达成意向。 会议详情 I C C S I N O 根据《战略合作协议》，双方将持续推进在46系列大圆柱电池零部件的开发合作，斯莱克将充分利用在大圆柱电 池精密安全结构件领域的优势，助力力华电源开发具有高倍率性能、高能量密度、长循环寿命、极致安全的电池产 品。当合作项目出现对合作产品的需求时，双方应在同等条件下优先推介和采购合作产品。 双方合作的产品包括： 46系列大圆柱电池结构件、电池生产线自动化改造服务、电池PACK所需的产品。5年内， 力华电源采购46系列大圆柱电池结构件的数量为2亿套。 公告显示，斯莱克凭借在易拉罐生产设备领域积累的研发成果及生产经验，向新能源电池壳智能生产线、工业互联 网等相关领域延伸，基于易拉罐生产设备特有的DWI超薄金属成型技术，将现有制罐技术应用于新能源汽车电池壳 的制造，研发出46系列大圆柱电池壳等高速自动化生产方式，其利用易拉罐高速产线的规模化、智能 ...