Core Insights - The article highlights the establishment of a lithium iron manganese phosphate (LMFP) production project in Yinchuan, Ningxia, with a total investment of 4.8 billion yuan [1] - The project aims to produce 130,000 tons of LMFP annually, with the first phase set to achieve an annual output of 25,000 tons, generating an estimated annual revenue of no less than 1 billion yuan and creating over 100 jobs [1] - The completion of the project is expected to enhance the new battery materials industry chain in the park, promoting upgrades towards high-end, green, and intelligent development [1] Summary by Sections - **Investment and Project Details** - The total investment for the LMFP production project is 4.8 billion yuan [1] - The project will be constructed in two phases, with the first phase focusing on an annual production capacity of 25,000 tons [1] - **Economic Impact** - Upon reaching full production, the project is projected to achieve an annual output value of at least 1 billion yuan [1] - The project will create over 100 new jobs, contributing to local employment [1] - **Industry Development** - The project aims to improve the new battery materials industry chain within the park [1] - It is expected to drive the industry towards high-end, green, and intelligent upgrades [1]

Core Viewpoint - The strategic cooperation between Zhongwei Co., Ltd. and Xinwanda Power Technology Co., Ltd. aims to accelerate the industrialization of solid-state batteries by leveraging their respective strengths in materials and battery manufacturing [1][3][6]. Group 1: Strategic Cooperation Details - Zhongwei and Xinwanda will collaborate on the development of new precursor materials for solid-state batteries, focusing on high energy density, safety, and long cycle life to meet the demands of applications in electric vehicles and energy storage systems [3]. - The partnership will integrate both companies' advantages in materials, battery technology, and engineering to ensure deep compatibility between materials and battery performance [3]. - The collaboration aims to streamline the industrialization process of solid-state battery materials by combining production and processing capabilities [3]. Group 2: Industry Position and Impact - Zhongwei has over 10 years of experience in the new energy battery materials sector, consistently ranking first globally in the shipment of nickel and cobalt materials, while also being a strong player in phosphate and sodium materials [5]. - Xinwanda, established in 1997, is a leading company in the lithium-ion battery market, holding the top position in mobile phone batteries for five consecutive years and ranking second in laptop and tablet batteries [6]. - The partnership is expected to enhance both companies' core competitiveness in the solid-state battery field, driving collaborative innovation across the new energy industry chain and positioning China favorably in the global energy transition [6].

Group 1 - LG Energy Solution has announced the termination of a supply contract with US-based Fraunhofer Battery Power Systems, valued at 3.9 trillion KRW (approximately 19 billion RMB) [1] - Just a week prior, LG Energy Solution lost a battery supply order worth 9.6 trillion KRW (approximately 45.7 billion RMB) due to Ford's significant adjustment of its electric vehicle strategy [2] - The recent announcements indicate that LG Energy Solution has lost a total of 13.5 trillion KRW (approximately 65.7 billion RMB) in potential revenue within a span of less than 10 days, which is equivalent to half of the company's total revenue of 25.62 trillion KRW last year [2] Group 2 - Ford has announced plans to transform its unfinished electric vehicle battery factory into a storage business, leveraging technology licensed from CATL to capitalize on AI power demand opportunities [2] - Another South Korean battery company, SK On, has also terminated its joint venture with Ford this month, highlighting the challenges faced by the automotive industry [2]

Key Points - The core viewpoint of the article highlights the production trends in the lithium battery industry for January, indicating a slight decline in production for both domestic and overseas battery manufacturers [1]. Group 1: Production Data - Domestic battery sample enterprises produced 142.54 GWh in January, reflecting a month-on-month decrease of 4.23% [1]. - Overseas battery sample enterprises produced 23.6 GWh, with a month-on-month decline of 0.63% [1]. - The production of cathodes reached 163,250 tons, showing a significant month-on-month decrease of 12.82% [1]. - The production of anodes was 154,000 tons, with a slight month-on-month decrease of 1.3% [1]. - The production of separators was 2.015 billion square meters, indicating a month-on-month increase of 1.76% [1]. - The production of electrolytes was 105,500 tons, reflecting a month-on-month decrease of 2.76% [1]. Group 2: Market Research Report - The company is offering a pre-sale for a research report on the global lithium battery application market trends and competitive strategies from 2025 to 2029 [1].

Core Viewpoint - The article highlights the commencement of a significant battery manufacturing project by CATL in Spain, marking it as the largest battery factory in the country's history with a total investment of €4.1 billion, expected to start production by the end of 2026 [1]. Group 1 - The factory will be located in Figueruelas, Aragon, and is anticipated to create over 3,000 jobs, making it one of the most important industrial projects in the region in recent years [1]. - Nearly 2,000 Chinese technicians will be deployed to Spain for the construction phase, with 1,847 coming from China, primarily from CATL, to ensure the factory meets the company's technical standards from the outset [1][2]. - The project is a collaboration between CATL and automotive group Stellantis, reflecting a strategic move to replicate successful operational models previously used in Germany and Hungary [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： 12月26日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 121000 元 /吨 ，较上一工作日 上涨 13000 元 /吨 ；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 上涨 5400 元 /吨 。当前现货市场资源偏紧，即便是有些资源的贸易商，也因期货套保、年底清帐等 原因暂无货可出，导致行情短期加速上行。 期货方面， 12月26日，碳酸锂期货行情高位盘整，主力合约价格为 130520 元 /吨 ，较上一交易日 上涨 9800 元 /吨 ，持仓量继续小幅下降。 ICC锂电结算指导价： | 品名 | 12月25日 | 12月26日 | 环比上涨 | 上月均价 | | --- | --- | --- | --- | --- | | 锂精矿 | 1500 | 1580 | 80 | 997. 5 | | (6.0%) | | | | | | 电池级碳酸锂 (99.5%/辉石) | 10. 8 | 12. 1 | 1.3 | ...

Core Viewpoint - Several companies in the lithium battery sector, including Hunan Youneng, Wanrun New Energy, and Defang Nano, have announced plans for production line reductions and maintenance to ensure stable operations and product quality [1]. Group 1: Hunan Youneng - Hunan Youneng reported that its capacity utilization rate has exceeded 100% since the beginning of the year, prompting the need for maintenance to ensure normal equipment operation and product quality [2]. - The maintenance is scheduled to start on January 1, 2026, and is expected to last for one month [2]. - This maintenance is projected to reduce the production of phosphate-based cathode materials by 15,000 to 35,000 tons, but it is not expected to have a significant impact on the company's operating performance in 2026 [3]. Group 2: Wanrun New Energy - Wanrun New Energy announced that it will conduct planned production line reductions starting December 28, 2025, for a duration of one month [5]. - The purpose of this maintenance is to ensure the continuous and stable operation of its lithium iron phosphate production line [5]. - The expected reduction in lithium iron phosphate production is between 5,000 to 20,000 tons, with no significant impact anticipated on the company's production operations [5]. Group 3: Defang Nano - Defang Nano has announced its annual equipment maintenance and repair plan, scheduled to begin on January 1, 2026, for a month [7]. - This maintenance is aimed at ensuring efficient, stable, and safe operation of production equipment, thereby safeguarding product quality [7].

-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 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：前沿技术及市场供需深度研讨 会议设置"锂电关键材料主论坛"、"动力电池用关键材料分论坛"和"储能电池用关键材料分论坛"三大专 题论坛，邀请专家 ...

Group 1 - LG Energy Solution (LGES) is selling a plant and related assets in Ohio to Honda's subsidiary for $2.86 billion, excluding land and equipment, to enhance operational efficiency of their joint venture [1] - Honda and LGES previously announced a $4.4 billion investment to build a joint battery factory in Ohio, with production expected to start next year [1] - A spokesperson from Honda stated that acquiring these assets will support long-term investments in the battery sector, allowing flexibility to meet various battery demands, including for electric and hybrid vehicles [1] Group 2 - Ford announced a $19.5 billion asset impairment charge and plans to cut several electric vehicle models, following the termination of a battery supply agreement with LGES worth approximately 9.6 trillion KRW [2] - Another Korean battery manufacturer, SK On, has also terminated its joint project with Ford in the U.S., while other Korean companies are shifting production lines to focus on energy storage systems for data centers [2]

Industry Overview - In the first eleven months, the production and sales of new energy vehicles reached 14.907 million and 14.78 million units, respectively, with year-on-year growth of 31.4% and 31.2%, accounting for 47.5% of total automobile sales [1] - Domestic sales of new energy vehicles reached 12.466 million units, a year-on-year increase of 23.2%, with passenger vehicles at 11.715 million units (up 21.3%) and commercial vehicles at 750,000 units (up 62.4%) [1] - The cumulative installed capacity of domestic power batteries reached 671.5 GWh, with a year-on-year growth of 42.0% [1] Battery Production and Sales - The cumulative installed capacity of ternary batteries was 125.9 GWh, accounting for 18.8% of total installations, with a year-on-year growth of 1.0% [1] - Phosphate iron lithium batteries reached 545.5 GWh, making up 81.2% of total installations, with a year-on-year increase of 56.7% [1] Lithium Supply Agreements - Shengxin Lithium Energy signed a framework agreement with Zhongchuang Xinhang to supply 200,000 tons of lithium salt products from 2026 to 2030, which is expected to positively impact the company's future performance [2] Nickel Market Changes - Indonesia plans to significantly reduce nickel ore production in 2026, limiting mining quotas to 250 million tons, a 34% decrease from the 379 million tons target for 2025, raising concerns about potential market tightening [3] Phosphate Iron Lithium Production Expansion - Longpan Technology plans to increase its phosphate iron lithium production capacity from 62,500 tons/year to 100,000 tons/year in its third phase of construction [5] Electronic Cigarette Exports - In November, China's electronic cigarette exports amounted to approximately $1.096 billion, reflecting a year-on-year growth of 17.88% [6] Lithium Carbonate Price Trends - Domestic lithium carbonate prices continued to rise, with futures prices reaching 124,800 yuan/ton and spot prices at 106,000 yuan/ton [7] - The price of battery-grade lithium carbonate is currently between 106,000 and 110,000 yuan/ton [8] Phosphate Iron Lithium Price Trends - The price of phosphate iron lithium has increased, influenced by rising prices of phosphate iron and lithium carbonate, with current prices for power-type phosphate iron lithium at 40,100 to 41,500 yuan/ton [10][11] Energy Storage Market - The domestic energy storage battery market remains stable, with significant orders expected in the coming years, as evidenced by partnerships between major companies like CATL and various energy firms [19]