Group 1 - The core viewpoint of the article highlights the strategic partnership between Ruipu Lanjun and Ingeteam to enhance global energy storage system (ESS) solutions by leveraging their respective technological strengths [1] - The agreement focuses on key markets including Australia, the United States, the United Kingdom, Spain, Italy, and Germany, aiming for market expansion and joint brand promotion [1] - Additionally, Mindra Group from India announced a collaboration with Ruipu Lanjun to build a 1GWh battery storage system to meet the growing energy storage demand in India [1]

| | 7+2+1+1 μ m陶瓷+PVDF涂覆隔膜 | 1.2 | 1.55 | 1.3 | 1.65 | 1.43 | T 0.06 | 元/平方米 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 9+3 μ m陶瓷涂覆隔膜 | 0. 8 | 1. 175 | 0. 875 | 1. 275 | 1.04 | T 0. 06 | 元/平方米 | | | 9+3+1 μ m陶瓷+PVDF涂覆隔膜 | 1 | 1. 375 | 1.075 | 1. 475 | 1.24 | 10.06 | 元/平方米 | | | 9+3+1+1 μ m陶瓷+PVDF涂覆隔膜 | 1.2 | 1. 575 | 1.3 | 1. 675 | 1.44 | T 0.06 | 元/平方米 | | | 12+4 μ m陶瓷涂覆隔膜 | 0.9 | 1. 25 | 1 | 1. 35 | 1.13 | 1 0.06 | 元/平方米 | | | 电解液(三元/圆柱/2600mAh) | 2. 09 | 2. 52 | 2. 45 | 3.1 | 2. 52 | T ...

Industry Overview - By 2025, China's effective production capacity for lithium battery copper foil is projected to reach 124.5 thousand tons, with an annual output of 103.5 thousand tons, reflecting a year-on-year growth of 27.9% [1] - The processing fee for 6-micron copper foil has slightly increased compared to last year, with the current market average at 18,000-22,000 yuan per ton. In contrast, the processing fees for 5-micron and 4.5-micron copper foil have significantly decreased due to strong downstream demand, currently averaging 24,000-32,000 yuan per ton [1] Supply Chain Dynamics - Global copper mine supply is expected to face frequent disruptions in 2025, with notable incidents including Indonesia's suspension of copper concentrate exports and production cuts at Freeport's copper mine. The global copper production is anticipated to decline by 0.12% in 2025, with a 6.5% year-on-year drop in output from the top twenty copper mines in Q3 [3] - The demand for copper in new energy and AI sectors is expected to maintain rapid growth, leading to a significant supply gap in the copper market next year. The price of electrolytic copper is projected to fluctuate between 90,000-100,000 yuan per ton in 2026 [3] Market Trends - The procurement structure for copper foil models has shifted, with the proportion of 5-micron copper foil purchases significantly increasing, currently exceeding 15% and expected to rise to 37% next year. This change allows for a 15-20% reduction in copper usage compared to 6-micron copper foil, thereby lowering battery production costs [5] - The production capacity expansion for lithium battery copper foil in China is expected to stagnate in 2026 due to three consecutive years of losses and high copper prices impacting cash flow. Major companies plan to maintain high operating rates to meet anticipated high demand next year [5] Financial Performance - As of the first three quarters of 2025, several companies have shown varying revenue growth and profitability. For instance, Nord shares reported a revenue of 47.93 million yuan, a 29.21% increase, but a net profit loss of 0.94 million yuan with a gross margin of 7.23% [8] - The overall industry is experiencing a significant polarization, with leading companies maintaining high order volumes and operational rates, while smaller firms struggle to survive despite some orders spilling over from larger players [8] Future Outlook - The demand for 5-micron, 4.5-micron, and ultra-thin copper foil is expected to be a key strategy for battery manufacturers to control costs. Currently, only leading manufacturers possess the technical capabilities to produce these products [12] - Recent contracts between major companies like CATL and suppliers such as Jia Yuan Technology and Nord shares for three-year copper foil orders indicate a strategic move to alleviate supply chain pressures amid tight supply and demand conditions [12]

-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~ 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。 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 。本届论坛将聚焦三大核心议题： 一：前 ...

Core Viewpoint - The article highlights the investment cooperation agreement between Guizhou Province's Gui'an New Area and CATL for the construction of the second phase of the CATL (Guizhou) New Energy Power and Energy Storage Battery Manufacturing Base, which aims to enhance production capacity in the region [1]. Group 1 - CATL will invest in the second phase of the battery manufacturing base, which is designed to have an annual production capacity of 30 GWh for power and energy storage batteries [1]. - The first phase of the CATL (Guizhou) manufacturing base was established in November 2021 and commenced production in October 2023, with a similar annual production capacity of 30 GWh [1]. - The manufacturing base is built to "lighthouse + zero-carbon factory" standards, featuring highly automated production lines [1].

Core Viewpoint - The company is expanding its lithium-ion battery materials production capacity in Europe and the Middle East through significant investments in Poland and Saudi Arabia, aiming to enhance local supply capabilities and optimize production costs [1][5]. Group 1: Poland Project - The company plans to invest up to 200 million yuan in the second phase of its lithium-ion battery materials project in Poland, with the project being implemented by its subsidiary Capchem Poland Sp. z o.o. [1] - The project includes technical upgrades to the existing production area and the construction of a new production workshop, which will add a capacity of 50,000 tons per year for lithium battery electrolyte [3]. - Upon completion, the project is expected to fill the capacity gap in the European market, strengthen local supply capabilities, and improve response efficiency and service quality for European customers [3]. Group 2: Saudi Arabia Project - The company announced plans to invest approximately 260 million USD in the construction of a lithium-ion battery materials project in Yanbu Industrial City, Saudi Arabia, through its wholly-owned subsidiary, Middle East Capchem [5]. - The project will establish a production line with an annual capacity of 200,000 tons of carbonate solvent and co-produce 100,000 tons of ethylene glycol, along with necessary public works and environmental treatment facilities [5]. - This project aims to enhance the company's global production capacity layout and build an overseas collaborative supply chain, while also supplying electrolyte solvents to the overseas market [7].

Core Insights - In December 30, 2023, CATL announced the establishment of 1,020 battery swap stations for Chocolate Swap and 305 for Qiji Swap by 2025, exceeding annual targets, marking a new phase in battery swap service capabilities [1] - By 2026, Chocolate Swap plans to build over 3,000 battery swap stations across more than 140 cities and initiate highway network construction, with a long-term goal of 30,000 stations and an open franchise plan [1] - Qiji Swap aims to establish 900 stations by 2026, expanding its network to cover "Five Horizontal and Five Vertical" routes, with a vision to create a green network covering 80% of national trunk transport capacity by 2030 [1]

Core Viewpoint - The electrolyte market is expected to maintain rapid growth, with a year-on-year increase of 31.3% in 2024 and 46.1% in 2025, leading to an overall increase of 14.8% [1] Group 1: Market Growth and Demand - The rapid growth of the electrolyte market is driven by increasing downstream demand, with global electrolyte production projected to reach 2.367 million tons in 2025, a year-on-year increase of 46.1% [2] - Domestic electrolyte production in China is expected to reach 2.212 million tons in 2025, growing by 53.6% year-on-year, accounting for 93% of global production [2] Group 2: Company Performance and Rankings - Among major electrolyte manufacturers, Feidong Guoxuan has the highest growth rate at 134%, while second-tier companies like Zhuhai Saiwei, Xianghe Kunlun, and others have growth rates between 70% and 95% [4] - Leading companies such as Tianci, New Energy, and BYD have growth rates around 40-50%, maintaining their positions in the top tier [5] - Tianci Materials remains the largest global electrolyte supplier, with a production of 720,000 tons in 2025, accounting for 30.4% of global production [9] Group 3: Market Concentration and Competition - The market concentration among the top three manufacturers (CR3) is expected to decrease to 56.1%, down 6% year-on-year, indicating a significant increase in market share for second-tier manufacturers [6] - The competitive strength of domestic electrolyte manufacturers is significantly higher than that of foreign manufacturers, and this strength is expected to further enhance [7] Group 4: Future Outlook - Global electrolyte production is projected to exceed 3 million tons in 2026, with China's production expected to surpass 1.8 million tons [10] - A slight increase in electrolyte market prices is anticipated in 2026, with an overall trend of fluctuating upward prices [10]

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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： 12月31日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 120000 元 /吨 ，较上一工作日 下跌 1000 元 ；电池级氢氧化锂（ 56.5%粗颗粒）结算指导价格为 96000 元 /吨 ，较上一工作日持平。 近期下游材料厂集中检修，补库意愿不强，商家也多以观望为主，市场整体成交平淡。 期货方面， 12月31日，碳酸锂期货高开低走，尾盘疯狂拉升，碳酸锂主力合约收于 121580 元 /吨 ，较上一交易日 上涨 1040 元 /吨 ，持仓量小幅下降。 ICC锂电结算指导价： | 品名 | 12月30日 | 12月31日 | 环比上涨 | 上月均价 | | --- | --- | --- | --- | --- | | 锂精矿 | 1590 | 1590 | 0 | 997. 5 | | (6.0%) | | | | | | 电池级碳酸锂 | 12. 1 | 12 | -0.1 | 8. 58 | | (99.5%/辉石) | | | | | | 氢氧化锂 (5 ...