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]

12月25日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 108000 元 /吨 ，较上一工作日 上涨 1500 元 /吨 ；电池级氢氧化锂（56.5%粗颗粒）结算指导价格为 90600 元 /吨 ，较上一工作日 上 涨 2000 元 /吨 。临近年底，许多商家已暂停报价，部分正极材料企业反映采购困难。 期货方面， 12月25日，碳酸锂期货行情高位盘整，主力合约价格为 123520 元 /吨 ， 较上一交易 日 下跌 1200 元 /吨 。 同时，受广期所限仓政策影响，持仓量降幅继续扩大。 ICC锂电结算指导价： 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： 广期所 ： 自2025年12月26日交易时起，碳酸锂期货LC2601至LC2612合约的交易指令每次最 小下单数量中的每次最小开仓下单数量由1手调整为5手、每次最小平仓下单数量维持1手。同 时，非期货公司会员或者客户在碳酸锂期货LC2601至LC2605合约上单日开仓量分别不得超过 400手，在碳酸锂期货LC2606至LC2612合约上单日开仓量分别不得 ...

思源电气专注于电力领域的技术研发、设备制造及工程服务，积极推动能源行业的数字化转型。 此次宁德时代与思源电气签署合作备忘录，是双方继2022年建立合作以来的一次战略性深化与 全新探索，进一步强化了双方在储能产业链中的协同深度，同时也为行业探索出一条更稳健、更 高效、更可持续的生态合作新模式，以实际行动助力国家"双碳"目标达成与新型能源体系建设。 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：宁德时代 近日，宁德时代与思源电气签署为期三年的储能合作备忘录，目标合作电量50GWh。双方将基 于各自传统优势领域，推广储能市场化双采模式，共同提升产业链协同效率，助力储能行业高质 量发展。宁德时代零碳能源事业部中国区副总经理李越、思源清能副总经理李小兵代表双方签署 协议，宁德时代董事长兼CEO曾毓群与思源电气董事长董增平共同见证签约。 未来三年，双方将围绕储能系统、输配电等配套设备，实现产业链上下游的双向协同。 在此基础 上，双方还将加强技术交流与项目合作，持续优化整体解决方案能力，提升项目交付效率与可靠 性，加速储能系统在新型电力网络中的规模化应用。 预订电话： ...

-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，邀请专家学者、头部企业及国际专家，通过多维度数据洞察、技术案例拆解与产业链协同对 话，深度剖析2026年锂电上下游供需格局演变，为行业提供前瞻性战略指引。 二：2025年度锂电权威榜单发布及颁奖典礼 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 ...

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：综合整理、 封面：图虫创意 据外媒报道： 韩国锂离子电池电解液解决方案制造商Enchem已与全球最大电池制造商CATL签署为期五年的供应协议，计划在2026年至2030年间交付总计35万吨电 解液。 该合同于6月23日获得Enchem董事会批准，正式签署仪式定于6月24日举行。 该交易涵盖了宁德的中国业务，按当前价格估值约为1.5万亿韩元，相当于Enchem 2024年合并销售额的四倍以上。年供应量7万吨超过了Enchem 2023年的电解液总 出货量，更成为该公司成立以来最大规模的单一客户订单。 尽管韩国电池公司难以进入中国市场，Enchem为宁德尔国内中国生产供应电解液的合同意义重大。Enchem称，其计划在供应中国业务的基础上，进一步将供应范 围扩大至宁德时代在欧洲、美国、东南亚等全球新增产基地。 Enchem预计该合同将在2026年第二季度带来超过3000亿韩元的额外年收入，同时欧洲、北美和东南亚仍有进一步的增长机会。公司目标是在2030年前成为全球电解 质市场的领导者，得益于扩大的产能和先进的高性能 ...