ICC锂电结算指导价： | 品名 | 1月20日 | 1月21日 | 环比上涨 上月均价 | | | --- | --- | --- | --- | --- | | 锂精矿 | 2030 | 2100 | 70 | 1249 | | (6.0%) | | | | | | 电池级碳酸锂 (99.5%/旌石) | 15. 35 | 15. 95 | 0. 6 | 10. 2 | | 氢氧化锂 (56.5%相颗粒) | 14. 2 | 15 | 0.8 | 8.58 | | 磷酸铁锂 (动力型) | 5.28 | 5.38 | 0.1 | 4. 05 | | 三元材料 | 19. 7 | 19.7 | - | 16. 76 | | (811) | | | | | | 方形动力电芯 | 0. 335 | 0. 335 | | 0. 307 | | (磷酸铁锂) | | | | | 0 1 0 2 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、封面：图虫创意 行情变化： 1月2 1 日， ICC电池级碳酸锂（99.5%）现货结算指导价格为 15 9 50 ...

（ 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 ✓ 投资机构与行业分析师 区域布局热力图 ： 精准标注全国多个 重点省市的龙头企业和产业集群 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： 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 ...... 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 ...

-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） 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。 会议将隆重揭晓"2025年度锂电材料十大品牌"榜单，依据出货量、市场占有率及客户口碑等维度综合 评选。 三：上下游采购对接 启动B to B定向采购对接，汇聚宁德时代、比亚迪、LGES等全球TOP10电池企业，以及贝特瑞、杉杉 科技、尚太科技、中科星城、容百科技、华友钴业、恩捷股份、星源材 ...

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：锂电派 ICC 鑫椤资讯年终盘点： 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年储能系统市场盘点： 据韩媒 ETNews 报道， LG 正推进在中国南京工厂建设钠离子电池试点产线，该试点线主要用于验证量产可行 性。 按照 LG 既有研发流程，公司先在位于韩国大田的技术研究院开展下一代电池的研发工作，随后在充当"母工 厂"的韩国忠清北道五仓工厂生产原型 A 样品；在此基础上，完成度更高的 B 样品以及具备量产条件的 C 样品， 则将转移至中国南京工厂进行制造。 消息称，LG 已制定年内完成试点产线建设并启动样品生产的目标，这也有望加快其下一代电池技术的商业化进 程。对此，公司相关人士回应 ETNews 称"正在就钠离子电池试 ...

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：同花顺 | ICC 鑫椤资讯年终盘点： | | --- | | 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： | 1月19日，新宙邦旗下核心成员——诺莱特科技(马来西亚)有限公司(Novolyte Technology Sdn.Bhd.，以下简称"马来西亚诺莱特")， 在马来西亚吉打州居林 高科技园区隆重举行新型电池电解液生产基地奠 ...

Core Insights - The article discusses the establishment of a new energy division by Midea Group, focusing on energy storage, heat pumps, and AI technologies, led by Executive President Wang Jianguo [1] - Midea Group has a strategy of not manufacturing complete vehicles but concentrating on components, having previously acquired Hunan Sanxiang Bus in 2004, which ceased production in 2008 [1] - Midea's subsidiary, KUKA Robotics, highlights the company's strength in the industrial robot sector, essential for automotive manufacturing [2] - Midea's Weiling components have begun supplying major automotive companies like Li Auto, XPeng, and NIO, with strategic collaborations for high-voltage fast charging technology [2] - The company is also expanding its collaboration with NIO to develop components such as air conditioning compressors and vehicle refrigerators [3] Market Insights - The article mentions a report on the global lithium battery application market trends and competitive strategies from 2025 to 2029, indicating a focus on future market dynamics [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：鹏辉能源 ICC 鑫椤资讯年终盘点： 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年储能电池市场盘点： 2025年储能系统市场盘点： 1月16 日， 鹏辉能源 携手 四川中孚 打造的 全国最大用户侧储能项目 正式并网投运！ 该项目规模 107.12MW/428.48MWh，亦是 电解铝行业首个大型用户侧储能项目 ， 并网投运后，将助力园区显著降低用电 成本、提高供电可靠性， 为四川广元乃至全国高耗能产业绿色低碳转型树立标杆案例。 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： 该 用户侧储能项目中， 鹏辉能源为项目建构 了 可靠耐用、智慧高效的储能电站整 ...

Market Overview - On January 20, the spot settlement price for battery-grade lithium carbonate (99.5%) was 153,500 CNY/ton, an increase of 3,000 CNY from the previous working day, with increased spot transactions [1] - The settlement price for battery-grade lithium hydroxide (56.5% coarse particles) was 142,000 CNY/ton, up 4,000 CNY from the previous working day [1] - In the futures market, due to rumors of potential production halts at some mines in Jiangxi, lithium carbonate futures surged, with the main contract closing at 160,500 CNY/ton, an increase of 13,240 CNY from the previous working day, and an increase in open interest [1] Price Trends - The ICC lithium battery settlement prices on January 19 and January 20 showed the following changes: - Lithium concentrate remained at 2,030 CNY/ton - Battery-grade lithium carbonate increased from 15.05 to 15.35 CNY/kg - Battery-grade lithium hydroxide increased from 13.8 to 14.2 CNY/kg - Lithium iron phosphate (power type) increased from 5.23 to 5.28 CNY/kg - Ternary materials remained at 19.7 CNY/kg - Square power battery cells remained at 0.335 CNY/Wh [2] Industry Insights - Current average price levels for lithium iron phosphate battery cells suggest that the terminal (mainly second-tier companies) can bear lithium carbonate prices around 156,000 CNY [4] - The lithium market is experiencing significant fluctuations primarily due to rumors of production halts in Jiangxi, although production remains normal for lithium salt manufacturers in the region [6] - The overall fundamentals of the lithium battery market remain strong, with even cost-sensitive sectors like energy storage able to accept current lithium prices, indicating a continuation of wide fluctuations in the short term [6] Import and Export Data - In December, China imported 23,900 tons of lithium carbonate, a month-on-month increase of 9%, with a cumulative import forecast of 243,000 tons for 2025, representing a year-on-year growth of 3.4% [9] - In December, the shipment volume of lithium concentrate from the Hedland port in Australia was 168,500 tons, an increase of 8.99% from November, all shipped to China [9]

Group 1 - The article discusses the strategic cooperation agreement signed between Chuangneng New Energy and Egyptian companies WeaCan and Kemet, focusing on the deployment of energy storage products in Egypt [2] - Chuangneng will supply a total of 6GWh of high-quality energy storage products, ensuring safe and stable operation within the Egyptian power system, along with providing full-cycle technical support [2] - Egypt is enhancing its energy structure, aiming for 42% of its electricity generation to come from renewable sources by 2030, with significant market demand for energy storage solutions [2] Group 2 - The article highlights the favorable natural conditions in Egypt for developing solar and wind energy, which supports the integration of "photovoltaic, wind power + energy storage" [2] - The cooperation is seen as a significant breakthrough for Chuangneng in the North African market and a practical implementation of green energy collaboration under the Belt and Road Initiative [2] - The project is expected to improve local grid peak shaving and frequency modulation capabilities, facilitating the large-scale integration of clean energy sources [2]

Core Viewpoint - The article highlights the significant growth in the lithium battery materials market, particularly for phosphate materials, driven by the rapid development of the electric vehicle and energy storage markets, leading to a structural supply shortage and increased demand for high-performance battery materials [1][3]. Summary by Sections 2025 Performance Forecast - Hunan Youneng (301358) expects a net profit attributable to shareholders of 1.15 billion to 1.4 billion yuan for 2025, representing a year-on-year increase of 93.75% to 135.87% [1][2]. - The forecasted net profit after deducting non-recurring gains and losses is projected to be between 1.1 billion and 1.35 billion yuan, reflecting a year-on-year growth of 92.88% to 136.72% [1][2]. Market Dynamics - The surge in the new energy vehicle and energy storage markets has led to a significant increase in demand for lithium battery cathode materials, resulting in structural shortages [3]. - The company's phosphate cathode material sales have seen substantial growth, aligning with downstream market demands for higher energy density, faster charging capabilities, and larger cell capacities [3]. Competitive Advantage - Hunan Youneng's new products meet the evolving requirements of the market, showcasing strong order acquisition capabilities [3]. - The recovery of lithium carbonate prices in the second half of 2025, combined with the company's integrated layout and effective cost control, has significantly enhanced overall profitability [3]. - As a leading player in lithium battery materials, Hunan Youneng benefits from high industry demand and its technological barriers, confirming its expanding market share and providing solid fundamental support for its stock price [3].