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] - The distribution map provides a comprehensive overview of the global lithium battery industry, detailing the entire ecosystem from raw materials to end applications, including key companies involved in lithium carbonate, lithium iron phosphate, and other essential materials [2] - It highlights the importance of battery components such as separators and electrolytes, which are crucial for the safe and efficient operation of batteries [3] Group 2 - The distribution map covers various types of lithium-ion battery manufacturing, including cylindrical, prismatic, and pouch cells, showcasing the diversity in battery design and production [4] - It includes a section on battery recycling and reuse, emphasizing the role of whitelist companies in this area, as well as the broad applications of lithium battery technology in electric vehicles, energy storage systems, and consumer electronics [5] - Geographically, the distribution map encompasses major lithium battery industry hubs, including China, North America, Europe, Japan, and Southeast Asia, indicating the global nature of the industry [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] - The article invites participation from upstream and downstream companies in the lithium battery industry chain, including raw material suppliers, manufacturers, and electric vehicle producers, to collaboratively build an industry ecosystem [8] - It also encourages collaboration with research institutions, universities, government agencies, and industry associations to promote policy implementation and optimize the development environment for the lithium battery industry [8] Group 4 - The article extends an invitation for sponsorship opportunities related to the distribution map, offering branding and advertising placements for interested companies [10]

Core Viewpoint - The article highlights the establishment of a new energy battery production base by Guokai Energy (Lanzhou New Area) Co., Ltd., which aims to produce 30GWh of new energy batteries annually, with an initial investment of 2.8 billion yuan for the first phase focusing on 10GWh of lithium iron phosphate energy storage cells [1][2]. Group 1 - The project is positioned as a benchmark for the new energy industry in the Lanzhou New Area, with a total planned capacity of 30GWh per year [1]. - The first phase of the project involves an investment of 2.8 billion yuan, specifically targeting the production of 10GWh of lithium iron phosphate energy storage cells [1]. - Guokai Energy (Lanzhou New Area) Co., Ltd. was established in August 2025, as a joint venture involving Guokai Energy and two state-owned enterprises, with shareholding ratios of 35%, 33%, and 32% respectively [1]. Group 2 - Upon production, the facility is expected to achieve large-scale output of 10GWh energy storage cells, which will stimulate demand for upstream materials such as lithium iron phosphate and graphite anodes [2]. - The project aims to create a tightly-knit industrial ecosystem through deep integration with the park's industries, significantly reducing the overall costs for battery companies in Northwest China [2]. - The dual advantages of cost and ecological benefits are anticipated to attract more enterprises, contributing to the formation of a new energy battery industry cluster centered in the Lanzhou New Area and radiating throughout Northwest China [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：储能前沿 1月9日， 深圳市远信储能技术股份有限公司正式向港交所主板递交上市申请 ，由招银国际担任独家保荐人。 资料显示， 远信储能创立于2019年，专注于新型电力系统与综合能源方案的开发，以及可持续的新能源解决方案和可靠的储能产品的研发和推广应用。 远信储能的业务覆盖新能源发电、风光柴储一体化、微电网、电力储能以及工商业和家庭储能等多元应用场景，其解决方案包括大型储能、工商业储能和 构网型储能。 2023年、2024年及2025年前三季度，远信储能分别实现收入4.35亿元、11.44亿元及8.81亿元；同期利润为4074.1万元、9626.5万元、7089.2万 元。 1月9日，远信储能还宣布完成数亿元人民币股权融资。本轮融资由知名投资机构同创伟业领投，正海资本、卓源蓝图等机构跟投。 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 根据弗若斯特沙利文的资料， 远信储能于2025年前三季度新增独立储能装机容量1.3GWh ， 在全球储能资产全生命周期解决方案提供商中排名第一。 20 ...

Core Viewpoint - The article highlights the growth and competitive landscape of the lithium manganese oxide market, projecting a significant increase in shipment volumes and emphasizing the dominance of key players in the industry [1][3]. Group 1: Shipment Volume and Market Share - The shipment volume of lithium manganese oxide is expected to reach 132,000 tons by 2025, representing a year-on-year growth of 15.4% [1]. - BoShi High-Tech remains the leader in shipment volume, approaching 40,000 tons, maintaining a significant lead over competitors [3]. - The market concentration is high, with BoShi High-Tech holding over 30% market share, and the top five companies accounting for over 70% of the market [4]. Group 2: Cost and Supply Dynamics - The cost of manganese sources has surged due to supply constraints, cost support, and improved demand, with expectations of continued price increases into 2026 [6]. - Companies like BoShi High-Tech, which have established a complete industrial chain from manganese mining to lithium manganese oxide production, are better positioned to manage these cost pressures [6]. Group 3: Innovation and Future Outlook - BoShi High-Tech is investing in the development of high-voltage nickel manganese lithium materials, which are seen as the future direction for manganese oxide enterprises due to their superior performance characteristics [8]. - The penetration rate of lithium batteries in various applications, including two-wheeled vehicles, digital tools, energy storage, and automotive power, is expected to increase, with total shipments projected to reach 150,000 tons in 2026 [8].

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced changes to the export tax refund policies for photovoltaic and battery products, which will impact the industry starting from April 1, 2026 [1]. Summary by Relevant Sections - **Export Tax Refund Changes**: From April 1, 2026, the export tax refund for photovoltaic products will be canceled. For battery products, the export tax refund rate will be reduced from 9% to 6% until December 31, 2026, after which it will also be canceled [1]. - **Consumption Tax Policy**: The announcement specifies that the consumption tax policies for the products listed will remain unchanged, continuing to apply the consumption tax refund (exemption) policy for products subject to consumption tax [1]. - **Export Date Definition**: The applicable export refund rates for the products will be determined based on the export date indicated on the customs declaration [1].

Market Overview - As of January 9, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) is 142,000 CNY/ton, unchanged from the previous working day, while some traders have slightly raised their quotes [1] - The settlement guidance price for battery-grade lithium hydroxide (56.5% coarse particles) is 120,000 CNY/ton, also unchanged from the previous working day [1] - On the futures market, lithium carbonate futures opened lower but closed higher, with the main contract price at 143,420 CNY/ton, an increase of 20 CNY from the previous day, although the position volume has decreased [1] Price Trends - The January 9 prices for various lithium products are as follows: - Lithium concentrate: 1,920 CNY/ton, up 20 CNY from January 8 - Battery-grade lithium carbonate: 142,000 CNY/ton, unchanged - Lithium hydroxide: 120,000 CNY/ton, unchanged - Lithium iron phosphate: 5.08 CNY/kg, unchanged - Ternary materials: 18 CNY/kg, unchanged [2] Market Sentiment - The sentiment index for the lithium carbonate market is at 53.6, indicating a generally optimistic outlook, although it has slightly declined from earlier in the week [5] - Some downstream companies believe that 150,000 CNY/ton is a peak price, and a price correction is expected, while others remain confident in the upward trend despite inventory increases [5] Industry Developments - Rio Tinto, the world's third-largest lithium miner, is reportedly in talks with Glencore regarding a potential merger that could involve part or all of their businesses [7] - Tianqi Lithium has announced an increase in its commodity futures hedging business limit to no more than 300 million CNY [7] - The total bidding scale for energy storage in 2025 is projected to be 447.5 GWh, a year-on-year increase of 113.2%, with non-collective procurement projects expected to reach 371.7 GWh, up 179.9% year-on-year [7] Market Outlook - The lithium carbonate market is at a crossroads, with manufacturers debating whether to hold their positions or reduce production. The impact of other commodity price adjustments and the recent inventory increases on market sentiment remains to be seen [8] - The short-term outlook for the lithium carbonate market is expected to remain strong with fluctuations [8]

0 2 会议背景 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国际电池产业大会 2026国际电池产业大会 会议时间：2026年4月22-24日 会议地点：马来西亚·吉隆坡 会议主办：鑫椤资讯 会议协办：厦门大学、LIRA 路易斯碱添加剂用于锂金属负极界面改性 会议安排 在全球能源转型加速推进的浪潮下，电池产业作为新能源汽车、储能系统等战略性新兴产业的核心支 撑，正迎来需求激增与技术革新并存的黄金发展周期。据ICC鑫椤资讯预测，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。与此同时，全球电池产业格局正经历深刻重构，原材料供应链韧性、国际贸易壁垒应对、 绿色低碳生产等成为行业共同面临的关键课题。 马来西亚凭借优越的地理位置、友好的投资政策及完善的产业支持体系，已成为全球电池产业链布局的 重要枢纽。截至2025年，中国电池产业链企业在马来西亚投资金额超过260亿元，涵盖电池电芯、隔 膜、负极材料等全产业链环节，形成了较为完整的产业生态。在此背景下，东南亚新兴市场的崛起为全 ...

Core Viewpoint - Cabot Corporation has signed a multi-year supply agreement with PowerCo SE to provide advanced conductive carbon black and conductive pastes for electric vehicle batteries, enhancing battery performance and supporting the development of next-generation electric vehicles [1]. Group 1 - Cabot Corporation is a leading manufacturer of specialty chemicals and high-performance materials [1]. - The agreement aims to improve battery conductivity and efficiency, leading to higher energy density, faster charging capabilities, and longer cycle life for lithium-ion batteries [1]. - The conductive agent solutions are specifically designed to support the performance enhancement of electric vehicle batteries [1].

Core Insights - The article highlights the significant surge in lithium battery material prices, with lithium carbonate futures exceeding 140,000 yuan/ton and copper prices surpassing 100,000 yuan/ton, which is expected to benefit the sodium battery industry [1] - The "sodium-lithium dual-star" pattern is emerging, with major players like CATL planning large-scale applications of sodium batteries in various sectors by 2026 [2] - The sodium battery industry is projected to see substantial growth, with an expected shipment of approximately 3.5 GWh in 2025, nearly doubling year-on-year [3] Price Trends - The current price for battery-grade lithium carbonate is around 142,000 yuan/ton, while copper foil costs are also rising due to increased copper prices [1] - Sodium battery prices are detailed, with various types of sodium battery cells priced between 0.38-0.6 yuan/Wh, indicating a competitive pricing landscape [5] Industry Developments - CATL's supplier conference announced plans for sodium battery applications in multiple sectors, indicating a strategic shift towards sodium technology [2] - Qingna Technology has begun shipping its first batch of sodium-ion batteries to Europe, with a projected procurement of 5 million units by 2026 [2] - Haishida Sodium Star has secured over 100 million yuan in strategic financing, showcasing strong investor interest in sodium battery technology [2] Future Outlook - The sodium battery production in China is expected to reach 11.7 GWh by 2026, with a significant portion coming from polyanionic products [4] - The industry is entering a phase of accelerated capacity deployment, technological breakthroughs, and expanded applications, with major companies like EVE Energy and CATL leading the charge [6]

Core Viewpoint - The rapid expansion of the global electric vehicle and energy storage industries is driving a significant increase in the demand for anode materials, with China's anode material shipments expected to reach approximately 2.9 million tons by 2025 and a projected growth rate exceeding 30% in 2026, reaching around 3.7 million tons. Graphite anodes remain the mainstream choice for power batteries due to their excellent cycle stability [1][3]. Group 1 - The integrated project of Baichuan Co., Ltd. for producing 100,000 tons of anode materials (100,000 tons of graphitization) has been fully put into production, with capacity expected to surge in 2026, effectively addressing the supply tightness in high-end graphitization capacity and providing stable supply assurance for downstream enterprises [1][3][6]. - Baichuan Co., Ltd. benefits from cost advantages due to its energy cost benefits at the Ningdong base, being one of the few companies in China to achieve integrated production from needle coke to anode materials (graphitization), which helps mitigate raw material price volatility and reduce logistics and processing costs [3][6]. - In 2026, Baichuan Co., Ltd. plans to deepen strategic cooperation with downstream power battery and energy storage companies, continuously advancing technological iterations to ensure supply chain security and stability in the new energy industry [6][8]. Group 2 - The 100,000 tons of anode materials (100,000 tons of graphitization) capacity of Baichuan Co., Ltd. not only marks a new starting point for the company's development but also serves as a stabilizing force for the new energy industry's supply chain [8].