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：企业公告 12 月24日，龙蟠科技召开董事会，审议通过了《关于变更部分募集资金投资项目建设内容的议案》，同 意公司将" 新能源汽车动力与储能电池正极材料规模化生产项目" 三期产能由6.25万吨/年提升至10万 吨/年 ，并同意提请股东会授权经营管理层全权办理与本次变更相关的事项。 预订电话：18964001371（微信同） 从建设进度来看，该募投项目分三期在四川遂宁推进， 一期2.5万吨/年、二期6.25万吨/年产能已顺利投 产 ，三期产能原为6.25万吨/年，同时 龙蟠科技 董事会、监事会在今年3月审议通过相关议案， 同意将 该项目达到预定可使用状态的时间由原定2025年5月延长至2026年5月。 鑫椤报告预售： 2025-2029年中国磷酸铁锂运行趋势及竞争策略研究报告 鑫椤会议： 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） END ...

行情变化： 12月24日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 106500 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 88600 元 /吨 ，较上一工作日 上 涨 1000 元 /吨 。由于近期行情上涨过快，现货市场观望氛围浓重。 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 期货方面， 12月24日，碳酸锂期货行情继续大涨，主力合约尾盘成功突破 124720 元 /吨 大关，较 上一交易日 上涨 4360 元 /吨 ，持仓量略有下降。空头平仓成为近期价格上涨的主要驱动之一。 ICC锂电结算指导价： | 品名 | 12月23日 | 12月24日 | 环比上涨 | 上月均价 | | --- | --- | --- | --- | --- | | 锂精矿 | 1360 | 1380 | 20 | 997. 5 | | (6.0%) | | | | | | 电池级碳酸锂 | 10. 5 | 10. 65 | 0. 15 | 8. 58 | | (99.5%/ ...

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。 -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~ 会议议题 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 ...

Core Viewpoint - The article discusses the strategic partnership between Shengxin Lithium Energy and Zhongchuang Innovation Aviation, focusing on a framework agreement for lithium salt procurement from 2026 to 2030, with a total of 200,000 tons planned for purchase [1][4]. Group 1 - Shengxin Lithium Energy announced that Zhongchuang Innovation Aviation will become a strategic investor, leveraging Shengxin's lithium mining expertise and Zhongchuang's demand for battery-grade lithium salts to secure resource supply and mitigate raw material price volatility [4]. - Shengxin Lithium Energy has established a lithium salt production capacity of 137,000 tons per year, with approximately 80,000 tons of that capacity located domestically. The annual order volume from Zhongchuang is estimated to be half of Shengxin's domestic production capacity [4]. - Shengxin Lithium Energy, founded in December 2001, specializes in the research, production, and sales of lithium battery new energy materials, and has established long-term partnerships with leading battery manufacturers such as CATL, BYD, LG Chem, and SK On, supplying products to well-known automotive companies like Tesla and Hyundai [5].

Group 1 - The core theme of the article revolves around the supply and demand status of lithium carbonate and energy storage batteries, as well as future price outlooks [2][5]. - A live meeting is scheduled to discuss the price increase of energy storage batteries, indicating a significant interest in market trends [2][6]. - The meeting will take place on December 24, 2025, at 15:30, highlighting the importance of timely information in the lithium battery sector [6]. Group 2 - The article emphasizes the role of a senior researcher in the lithium battery industry chain, suggesting a focus on in-depth analysis and insights [5]. - The content of the live session will cover critical aspects of the lithium carbonate market and energy storage battery dynamics, which are essential for stakeholders in the industry [5]. - The article encourages readers to engage with the content by reserving a spot for the live session, indicating a proactive approach to information dissemination [3][6].

Group 1 - The core viewpoint of the article highlights the successful production launch of a 4000 tons/year lithium battery additive, vinyl carbonate (VC), by the subsidiary of Lianhong Xinke, which is a significant step in the company's strategic development in the new energy battery materials sector [1] - The VC product is identified as the most widely used additive in lithium battery electrolytes, playing a crucial role in enhancing battery capacity and cycle life, thereby improving overall battery performance [1] - The lithium battery electrolyte industry is experiencing accelerated growth due to the continuous expansion of the new energy vehicle market, explosive demand for energy storage, and the development of emerging sectors like the low-altitude economy, leading to a high overall market sentiment [1]

对于该项目终止原因，公告显示 ： 因甲方项目地土地审批手续未通过等原因，项目未如期启动且至今仍 处于停顿状态，另因合同签署距今已逾一年，外部市场环境发生重大变化，储能设备市场价格大幅下跌， 如继续履行将对甲方造成更重经济负担 。 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：企业公告 日前，领湃科技发布 《关于全资子公司终止日常经营重大合同的公告》，公司全资子公司 湖南领湃储能 科技有限公司与某客户签订的《100MW/200MWh储能电站项目储能系统设备采购合同》已终止，原合 同金额预计为1.25亿元（含税）。 预订电话：18964001371（微信同） 与此同时，为响应合同中约定要求 ，乙方积极购买原材料投入人力物力生产，按甲方要求备货，以备甲 方随时之需，乙方已按甲方要求设计方案备货10台储能设备，现已形成呆滞，双方均各自投入巨大。基 于客观事实，故经友好协商， 双方 达成终止协议， 签订的原采购合同终止，不再继续履行。 同时，甲方支付给乙方的部分预付款共计500万元，经双方协商后，明确甲方向乙方购买价值不少于 1000万元的乙方储能产品，前述500 ...

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 电池： 根据ICC鑫椤锂电数据库统计： 2025年11月全球电池产量 236.4GWH ，同比增长44.6%； 2025年1-11月全球锂电池产量 2058.44GWH ，同比增长48.59%。 储能： 根据 ICC鑫椤锂电数据库 统计：2025年11月全球储能电池产量 66.2Gwh ， 同 比 增 长 49.4%。1-11月累计产量 535.98GWH ，同比增长64.14%。 磷酸铁锂： 根据 ICC鑫椤锂电数据库 统计：2025年11月全球磷酸铁锂产量为 42.51万吨 ，同比增长 57.7%。1-11月累计产量 352.08万吨 ，同比增长64.25%。 磷酸铁： 根据 ICC鑫椤锂电数据库 统计：2025年11月全球磷酸铁产量为 34.92万吨 ，同比增长 52.42%。1-11月累计产量 294.33万吨 ，同比增长68.03%。 三元材料： 根据 ICC鑫椤锂电数据库 统计：2025年11月全球三元材料产量为 9.43万吨 ，同比增长 18.2%。1-11月累计产量 92.5万吨 ， ...

Market Overview - On December 23, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) was 105,000 CNY/ton, an increase of 1,000 CNY/ton from the previous working day [1] - The settlement guidance price for battery-grade lithium hydroxide (56.5% coarse particles) was 87,600 CNY/ton, up by 800 CNY/ton from the previous working day [1] - Lithium carbonate futures continued to rise, with the main contract closing above 120,000 CNY/ton, an increase of 5,980 CNY/ton from the previous trading day [1] Price Changes - The price of lithium concentrate rose from 1,320 CNY/ton to 1,360 CNY/ton, a 6% increase [2] - Battery-grade lithium carbonate increased from 10.4 CNY/kg to 10.5 CNY/kg, while battery-grade lithium hydroxide rose from 8.68 CNY/kg to 8.76 CNY/kg [2] - The average price level for lithium carbonate that downstream industries can bear is approximately 102,000 CNY/ton [4] Import and Export Data - In November, China imported 22,055 tons of lithium carbonate, a decrease of 8% month-on-month but an increase of 15% year-on-year [5] - Lithium hydroxide exports in November were 3,357 tons, a 17% increase from the previous month but a 39% decrease year-on-year [5] Market Sentiment - Approximately 80% of surveyed companies believe that the peak price for lithium carbonate futures this week (December 22-26) will be in the range of 110,000 to 120,000 CNY/ton, with only 19% expecting prices to exceed 120,000 CNY/ton [7] - The market sentiment is relatively optimistic, with recent performance exceeding expectations [7] Regulatory Changes - Starting December 23, the trading volume limits for non-futures company members or clients on various lithium carbonate futures contracts have been set to prevent excessive speculation [9] Industry Insights - The price gap for lithium carbonate has widened, with lithium salt manufacturers becoming increasingly cautious, leading some traders to adopt a wait-and-see approach [10] - The market is expected to experience wide fluctuations in the future, influenced by production adjustments and potential regulatory measures [10]

Group 1 - The core theme of the live broadcast is the supply and demand status of lithium carbonate and energy storage batteries, along with future price outlooks [2][5]. - The live meeting is scheduled for December 24, 2025, at 15:30, and will be hosted on the Xinluo Lithium Battery video account [6]. - The event aims to provide insights into the lithium battery industry, particularly focusing on the dynamics affecting pricing and availability [5].