起伏如此之大，自然很容易与近期国内碳酸锂走势联系起来。据 ICC鑫椤锂电数据库统计， 7月国内碳酸锂月均价只有 6.6万元左右， 处于今年的谷底区域，而8月份碳酸锂市场在下游需求明显增长以及上游矿证监管收紧的双重影响下， 月均价窜升至7.8万元左右，创下今年新高，基本与澳矿的发货节奏相吻合。 虽然 8月份澳矿发货量创下新低，但从明细来看， 9月1-6日Bunbury港连续有3船锂矿集中出货，合计约8万吨， 如 果将其视为8月份延后发货资源，则8月和9月发货量都是在12-13万吨水平，基本和7月持平，并不存在太大波动。 | Vessel | ETD | Product | Tonnes | Length | | --- | --- | --- | --- | --- | | Bronze Lady | 2025-09-0112:00 | Spodumene | 13,501 | 158.6 m | | Federal Sable | 2025-09-03 09:30 | Spodumene | 35,992 | 189.9 m | | Bonas | 2025-09-06 06:00 | Spodumene | ...

Core Viewpoint - The article highlights the successful development of a new generation 3.5μm ultra-thin lithium battery copper foil by Jinchuan Group, which significantly enhances the performance of lithium batteries and aligns with the trends in the new energy vehicle industry [1]. Group 1 - The new 3.5μm ultra-thin lithium battery copper foil surpasses industry standards in various physical property indicators, including excellent ductility, tensile strength, and uniformity [1]. - This product can effectively improve the lifespan of lithium batteries, allowing them to store more energy within the same volume, which is crucial for the lightweight and long-range development of new energy vehicles [1]. - The successful development of this copper foil will further enhance Jinchuan Group's market competitiveness and provide material support for the development of downstream industries such as new energy vehicles, aiding in the upgrade and transformation of the new energy sector [1].

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 据证监会官网显示， 广东恒翼能科技股份有限公司 （简称 "恒翼能"） 于 2025 年 9 月 8 日启动上市辅导， 申万宏 源证券承销保荐有限责任公司担任辅导机构。 | 广东恒翼能科技股份有限公 申万宏源证券承销保荐有限 2025-09- | | | 辅导备案 | 广东证监局 辅导备案报告 | | 关于广东恒翼能科 ... | | --- | --- | --- | --- | --- | --- | --- | | 辅导对象 司 责任公司 | 辅导机构 | 备案时间 08 | 辅导状态 | 派出机构 | 报告类型 | 报告标题 | | 辅导 协 议 签署时间 | | 2025年9月2日 | | | --- | --- | --- | --- | | 辅导机构 | | 申万宏源证券承销保荐有限责任公司 | | | 律师事务 所 | | 北京市中伦律师事务所 | | | 会计师事 | | 容诚会计师事务所(特殊普通合伙) | 2 公众号 · 锂电派 | | 务 | 所 | | | 会议详情： 会议主办 ...

Core Views - Ningde Times has signed two significant strategic cooperation agreements with Li Auto and China Huaneng, aiming to enhance battery technology and expand business operations in the electric vehicle and energy sectors [1][2][3] Group 1: Cooperation with Li Auto - On September 18, Ningde Times and Li Auto signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology [1] - Ningde Times will provide high-performance battery systems for all Li Auto products, including ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [1] - Li Auto has delivered over 1 million vehicles equipped with Ningde Times batteries, with no incidents of thermal runaway due to battery issues [1] Group 2: Cooperation with China Huaneng - On September 17, Ningde Times signed a strategic cooperation agreement with China Huaneng, the second-largest power generation group globally [2] - The collaboration will leverage both companies' strengths in product manufacturing, renewable energy, energy storage construction and operation, scientific research innovation, and nuclear power industry [3] - The partnership aims to contribute to the construction of a new energy system and a new power system in line with national strategic needs [3]

Core Viewpoint - Panasonic Holdings Corp. is set to launch its first solid-state battery samples by March 2027, targeting the next-generation battery market for robotics and other devices [1][2]. Group 1: New Battery Technology - The company plans to initially apply its new solid-state batteries in industrial robots and tire pressure monitoring systems, particularly in high-temperature environments [1]. - Panasonic aims to eliminate the battery anode during the manufacturing phase, enhancing energy density through innovative technology, with a goal of achieving "world-leading" battery capacity by the end of 2027 [1][2]. - If successful, the new technology could increase battery capacity by 25%, potentially extending the range of Tesla's best-selling Model Y by nearly 90 miles (approximately 145 kilometers) [1]. Group 2: Cost and Material Considerations - Panasonic intends to reduce the proportion of nickel in its batteries due to the high cost of nickel [3]. - It remains unclear whether this technology will help Tesla lower prices, as Panasonic has not disclosed details regarding manufacturing costs [4].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤固态电池 资讯~ 2025年全球锂电产业链分布图 I C C S I N O 正在按照登记顺序，依次派发中...... 分布图领取 ▼ 分布图内容 分布图尺寸：1.5米X1米 从覆盖行业角度，本分布图细致入微地描绘了全球锂电产业从原材料、四大主材、电池制造到终端应用的全链条 生态。从覆盖地域角度，本分布图包含中国、北美、欧洲、日韩东南亚四大锂电产业主要聚集区。 分布图领取资格 转发本文到朋友圈 ，添加小编免费领取， 13248122922 （微信同）。 分布图快递详情 会议详情 END 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922 ( 微信同） ...

本文来源：快科技 9月19日消息，在深圳举办的2025国际数字能源展上，比亚迪全球首发其全新一代储能系统" 浩瀚 "。 其搭载的2710Ah储能专用刀片电池创下全球容量之最 ， 与常规储能电池相比，容量提升300%以上。 据了解，"浩瀚"以 14.5MWh为最小单元容量 ，体积能量密度为233.8度电/立方米，比行业平均水平提升51.4%。 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~ 这种高密度集成带来显著实用价值—— 建设1GWh级储能场站时，"浩瀚"仅需69套设备 ，较传统方案的145个集装箱 减少52%，占地面积节省33%。 比亚迪储能及新型电池事业部曹虎院长指出，该储能系统以因大而简的设计哲学，采用更少的箱体、更小的占地和更简 单的管理架构，将系统集成度推向了一个全新的高度。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） END 在等效20尺集装箱内可实现10MWh超大容量，远超行业主流的6-7MWh水平，Vcts（体积能量密度系数）达全球最 ...

会议详情： 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：企查查 天眼查显示，近日， 时代骐骥新能源科技（银川）有限公司成立，注册资本2000万元， 经营范围包含充电桩销售； 新能源汽车整车销售；新能源汽车电附件销售；电池零配件销售等。 股权穿透显示，该公司由宁德时代(300750)旗下时代骐骥绿能科技（深圳）有限公司全资持股。 END 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） ...

Core Viewpoint - The article highlights significant growth in the global lithium battery and related materials market, with various segments showing substantial year-on-year increases in production and sales, driven by rising demand for electric vehicles and energy storage solutions. Group 1: Global Battery Production Statistics - In August 2025, global battery production reached 198.42 GWh, a year-on-year increase of 50.31% [1] - From January to August 2025, global lithium battery production totaled 1373.53 GWh, reflecting a year-on-year growth of 48.86% [1] - Global energy storage battery production in August 2025 was 54.45 GWh, up 64.5% year-on-year, with a cumulative production of 345.73 GWh from January to August, marking an 81.75% increase [1] Group 2: Material Production Statistics - Global lithium iron phosphate production in August 2025 was 33.85 million tons, a year-on-year increase of 61.72%, with a cumulative production of 230.45 million tons from January to August, up 65.69% [2] - Global ternary material production in August 2025 was 9.61 million tons, a year-on-year increase of 16.48%, but cumulative production from January to August decreased by 0.23% to 63.76 million tons [3] - Global anode material production in August 2025 was 26.3 million tons, a year-on-year increase of 45.7%, with a cumulative production of 180.74 million tons from January to August, up 35.76% [4] - Global electrolyte production in August 2025 was 20.4 million tons, a year-on-year increase of 38.77%, with a cumulative production of 139.07 million tons from January to August, reflecting a 43% increase [5] - Global separator production in August 2025 was 2.774 billion square meters, a year-on-year increase of 36.65%, with a cumulative production of 19.734 billion square meters from January to August, up 36.64% [5] Group 3: Automotive Industry Growth Plans - The Ministry of Industry and Information Technology and eight other departments issued a plan aiming for approximately 32.3 million vehicle sales in 2025, a year-on-year growth of about 3%, with new energy vehicle sales projected at around 15.5 million, up 20% [1] Group 4: Market Conditions for Lithium Battery Materials - The domestic lithium carbonate market price fluctuated between 72,000 to 74,000 yuan per ton, with procurement activity increasing due to pre-holiday stockpiling [8] - The ternary material market price remained stable, with recent uncertainties in raw material supply affecting prices [9] - The domestic phosphoric iron lithium market price remained stable, with significant agreements signed for future supply [10] - The anode material market is experiencing strong demand, with potential price increases anticipated [11] - The separator market price is stable, with leading companies maintaining high production levels [13] - The electrolyte market is also stable, with expectations of price increases due to tight supply [15] Group 5: Demand in Lithium Battery Downstream Markets - The lithium battery market is maintaining high operating rates, with production expected to peak around late October [16] - New energy vehicle sales reached 268,000 units last week, with a penetration rate of 59.6% [18] - The energy storage market is projected to reach 140 GW of installed capacity this year, closely approaching the target of 180 GW [19]

会议主办： 鑫椤资讯 生态合作伙伴： 杉杉科技 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 特邀赞助： 河南省鑫耀石墨制品有限责任公司 安徽嘉智信诺化工股份有限公司 潍坊孚美新能源有限公司 展台赞助： 潍坊追日磁电科技有限公司 江苏亮果金属制品有限公司 潍坊孚美新能源有限公司 山东益大新材料股份有限公司 大连富丽石化贸易有限公司 涧光（上海）特种装备有限公司 山东京阳科技股份有限公司 连云港超力工业包装制品有限公司 贝士德仪器科技（北京）有限公司 恒源碳材料股份有限公司 山东亿维新材料有限责任公司 安徽儒特智能装备股份有限公司 河南省鑫耀石墨制品有限责任公司 安徽嘉智信诺化工股份有限公司 广州福瑞达工业技术有限公司 上海洁安流体科技有限公司 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硅基负极与固态电池高峰论坛 - 聚焦硅基负极突破·擘画固态电池新篇- 会议背景： 0 1 在全球能源结构深度转型与低碳可持续发展战略的驱动下，新能源汽车、智能消费电子、eVTOL、人形机器 人、AI人工智能等新兴产业呈现爆发式增长，对高能 ...