ICC锂电结算指导价： | 品名 | 1月6日 | 1月7日 | 环比上涨 | 上月均价 | | --- | --- | --- | --- | --- | | 锂精矿 | 1700 | 1800 | 100 | 1249 | | (6.0%) | | | | | | 电池级碳酸锂 | 12. 7 | 13.7 | 1 | 10. 2 | | (99.5%/辉石) | | | | | | 氢氧化锂 | 10. 3 | 11. 3 | 1 | 8. 58 | | (56.5%相颗粒) | | | | | | 磷酸铁锂 | 4. 71 | 4. 71 | 0 | 4. 05 | | (动力型) | | | | | | 三元材料 | 17.5 | 17.5 | 0 | 16. 76 | | (811) | | | | | 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7日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 137000 元 /吨 ，较上一工作日 上涨 10000 元 ；电池级氢氧化锂（ 56.5%粗颗 ...

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 2 025年，中国市场对三元材料产量增长的贡献占比出现进一步的提升，中镍高电压订单强劲助力全球 产量突破100万吨，创下新高。 根据ICC鑫椤锂电统计数据显示， 2025年中国三元材料产量为76.9万吨，同比增长25.4%；全球三元 材料产量为103.3万吨，同比增长7.4%， 中国企业的全球份额从2024年的63.8%提升至2025年的 74.4%。 ICCSINO 中镍高电压进一步发力 现阶段，单晶三元的生产依旧以中国企业为主，且 6系高电压产品在下游客户的认可度较去年进一步提 升，5系升级方案叠加热门车型销量刺激，根据ICC鑫椤锂电统计数据显示， 2025年中国单晶三元材 料的产量达到37.3万吨，同比增长31.1%，市场占比来到48.5%， 其中6系型号的产品在单晶材料的 渗透率达到74.6%，较去年提升近15个百分点。 ICCSINO 中高镍渗透率维持高位 根据 ICC鑫椤锂电 统计数据显示， 国内市场中镍型号需求强势，带动 6系材料的渗透率再创新高， 2025年国内和全球占比分别达到40 ...

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：商务部 商务部网站1月6日发布《 2026年第1号 关于加强两用物项对日本出口管制的公告》 ： 根据《中华人民共和国出口管制法》等法律法规有关规定，为维护国家安全和利益、履行防扩散等国际义 务，决定加强两用物项对日本出口管制。现将有关事项公告如下： 禁止所有两用物项对日本军事用户、军事用途，以及一切有助于提升日本军事实力的其他最终用户用途出 口。 任何国家和地区的组织和个人，违反上述规定，将原产于中华人民共和国的相关两用物项转移或提供给日 本的组织和个人，将依法追究法律责任。 预订电话：18964001371（微信同） 鑫椤会议： 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） 本公告自公布之日起正式实施。 鑫椤报告预售： 2025-2029年全球锂电池应用市场运行趋势及竞争策略研究报告 END ...

据 ICC 鑫椤锂电统计， 2025 年中国钴酸锂产量为 12.1 万吨，同比增长 28.5。 今年产量的大幅增加，一方面受中国市场的消费补贴换机潮以及个别机型销售火爆的拉动，而另一 方面是因为今年刚果金对钴出口管控政策，导致下游电池厂恐慌性备货，需求前置导致。 数据来源： ICC 鑫椤锂电 价格方面： 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~ 2022 — 2024 年 国内钴酸锂价格从高位一路震荡下跌，来到 历史最低位 ， 直至 "跌无可跌"，随 着下游需求慢慢好转，进入 2025 年 ， 美国关税的反复，刚果金对钴出口管控政策的变化调整， 3- 4 月份以及 8-9 月份，下游电池厂出现恐慌性备库， 钴酸锂价格开启了暴涨模式。 本文来源：鑫椤锂电 ICC鑫椤讯： 数据来源： ICC 鑫椤锂电 主要应用端方面： 据相关机构统计， 202 5 年全球智能手机出货量预计 12.8 亿台，同比上升 3.2 % 。 202 5 年全球 笔记本电脑、平板市场受高利率、地缘以及人工智能部分产品更新等多重因素影响，需求回温速度缓 慢，其中全球笔记本电脑 预计全年出货量为 ...

Core Viewpoint - The company, Tianqi Materials, announced plans for maintenance and adjustments to its production capacity, which are expected to have minimal impact on its operations [1][2]. Group 1: Production Maintenance - Tianqi Materials plans to halt production at its Longshan North base, which has an annual capacity of 150,000 tons of liquid hexafluorophosphate lithium, starting from March 1, 2026, for maintenance lasting 20 to 30 days [1]. - The company has completed the necessary approval procedures and material preparations for the maintenance, indicating that it anticipates no significant impact on its business operations [2]. Group 2: Project Adjustments - The company intends to change the construction details and investment amount for its lithium battery electrolyte project, reducing the planned capacity from 300,000 tons to 250,000 tons, while also canceling the 100,000-ton battery recycling project [4][5]. - The total investment for the adjusted project will not exceed 600 million yuan, with the construction period estimated at 20 months [7]. - Upon reaching full production, the project is expected to generate an average annual revenue of 3.67 billion yuan and an average annual net profit of 180 million yuan [7].

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] Group 2 - The distribution map provides a comprehensive overview of the global lithium battery industry, detailing the entire supply chain from raw materials to end applications, including key companies involved in lithium carbonate, lithium iron phosphate, and other essential materials [2] - It covers the production of critical components such as separators and electrolytes, which are vital for the safe and efficient operation of batteries [3] - The map includes various types of lithium-ion battery manufacturing, such as cylindrical, prismatic, and pouch cells, highlighting the design, production, and assembly processes [4] - It also addresses battery recycling and reuse, featuring a whitelist of companies engaged in these activities, and showcases the broad application prospects of lithium battery technology across electric vehicles, energy storage systems, and consumer electronics [5] - Geographically, the distribution map encompasses major lithium battery industry clusters in China, North America, Europe, Japan, South Korea, and Southeast Asia [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] - Industry participants are encouraged to join the lithium battery supply chain ecosystem, including raw material suppliers, material manufacturers, battery producers, and electric vehicle manufacturers [8] - Collaboration with research institutions and universities in fields such as new energy, materials science, and electrochemistry is welcomed to promote technological innovation and talent development [8] - The article invites government agencies and industry associations to strengthen cooperation to facilitate the implementation of lithium battery industry policies and optimize the development environment [8] Group 4 - The article extends an invitation for collaboration in exploring deep cooperation opportunities within the lithium battery industry chain [9]

Core Viewpoint - Donut Lab claims to have developed the world's first mass-producible all-solid-state battery, set to be launched at CES 2026, marking a significant milestone in the electrification of vehicles [1] Group 1: Battery Features - The all-solid-state battery has an energy density of 400Wh/kg, exceeding the current top lithium-ion batteries (250-300Wh/kg) by over 33%, allowing for doubled range in the same volume and a 25%-30% reduction in weight [2] - The battery supports full charge in just 5 minutes, addressing the "charging anxiety" of electric vehicles, and does not have the 80% charging limit typical of traditional lithium batteries [3] - It boasts a cycle life of up to 100,000 charge-discharge cycles, significantly surpassing the 5,000 cycles of traditional lithium-ion batteries, enabling a lifespan of over 10 years under normal use [5] - The battery maintains over 99% capacity in extreme temperatures ranging from -30°C to 100°C, making it suitable for diverse climates without additional heating or cooling systems [6] - Safety is enhanced as the battery does not catch fire even when damaged, and it is made from readily available materials, making it less susceptible to geopolitical issues [7]

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6日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 127000 元 /吨 ，较上一工作日 上涨 5000 元 ；电池级氢氧化锂（ 56.5%粗颗粒）结算指导价格为 103000 元 /吨 ，较上一工作日 上涨 5000 元 。 期货方面， 1月6日，碳酸锂期货再创新高，主力合约上午就已突破 137000元 /吨 大关，较上一交 易日 上涨 10000 元 /吨 左右，持仓量继续增长。 0 1 0 2 | 品名 | 1月5日 | 1月6日 | 环比上涨 | 上月均价 | | --- | --- | --- | --- | --- | | 锂精矿 | 1600 | 1640 | 40 | 997. 5 | | (6.0%) | | | | | | 电池级碳酸锂 | 12. 2 | 12. 7 | 0. 5 | 8. 58 | | (99.5%/辉石) | | | | | | 氢氧化锂 (56.5%相颗粒) | 9.8 | 10. 3 | 0. 5 | 7.71 | ...

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 ▼本文作者：罗先生/19921479903（微信同） 加工费方面： 除了个别大客户还在持续谈判中，其他客户基本全部接受了部分供应商加工费提涨 1000 元 / 吨的要求； 碳酸锂结算参考方面： 目前供应商跟客户基本提出两种选择，一是碳酸锂由客户全部客供；二是不 能全部客供的客户，坚决不参考网站报价，而要跟随期货联动。 近期闹得沸沸扬扬的新年度磷酸铁锂价格谈判终于迎来实质进展，根据 ICC 鑫椤锂电获悉， 首批涨价落 地情况如下： 此外，应产业链客户要求， ICC 鑫椤资讯新上线了各代次磷酸铁锂加工费行情 ，供市场参考。 | 品名 | 规格 | 厂家/产地 | 昨日价格 | 今日价格 | 张跌 | 单位 | 备注 | | --- | --- | --- | --- | --- | --- | --- | --- | | 储能2型 | 粉体压实2.3-2.4g/mAh | 国产 | 1.2-1.25 | 1.25-1.3 | 10.05 | 万元/吨 | 含税 | | 储能型 | 粉体压实2.4-2.5 ...

Market Overview - On January 5, the spot settlement price for battery-grade lithium carbonate (99.5%) was 122,000 CNY/ton, an increase of 2,000 CNY from the previous working day [1] - The settlement price for battery-grade lithium hydroxide (56.5% coarse particles) was 98,000 CNY/ton, also up by 2,000 CNY [1] - In the futures market, the main contract for lithium carbonate closed at 129,980 CNY/ton, rising by 9,340 CNY from the previous trading day, with an increasing open interest [1] Price Trends - The price of lithium concentrate (6.0%) increased from 1,590 CNY to 1,600 CNY, a rise of 10 CNY [2] - Battery-grade lithium carbonate rose from 12,000 CNY to 12,200 CNY, an increase of 200 CNY [2] - Lithium hydroxide (56.5% coarse particles) increased from 9,600 CNY to 9,800 CNY, also up by 200 CNY [2] - The average price level for lithium iron phosphate cells indicates that the terminal's tolerance for lithium carbonate prices is around 112,000 CNY [2] Industry Sentiment - Recent U.S. actions to control Venezuela are expected to have a significant impact on the new energy market, with nearly 60% of industry clients believing it will be beneficial for new energy in the short term [5] - Concerns exist among automotive and lithium battery companies regarding the potential impact of U.S. strategies in Latin America on Chinese enterprises' development in countries like Chile, Argentina, and Brazil, which may affect lithium salt resource supply [5] Project Developments - Longpan Technology signed a cooperation agreement to invest in a high-performance lithium battery cathode material project, with a total investment not exceeding 2 billion CNY, aiming to produce lithium iron phosphate [8] - The project plans to construct 120,000 tons in the first phase, with an expected construction period of 9 months, and is set to commence in Q1 2026 [8] - Recent events in Mali, including a kidnapping incident, have not affected local lithium mining and transportation operations [8] Market Dynamics - The lithium carbonate market is currently characterized by a hesitant upward trend, with active inquiries but limited actual transaction volumes [9] - Some overseas institutions have made aggressive predictions regarding a lithium carbonate equivalent shortage of 50,000 to 100,000 tons by 2026 [9] - Short-term market sentiment is expected to continue to ferment, but caution is advised regarding risk management and inventory trends [9]