Core Viewpoint - The article focuses on the upcoming 2026 Silicon-based Anode and Solid-state Battery Summit, highlighting its significance in discussing breakthroughs in silicon-based anodes and the future of solid-state batteries [5]. Event Details - The summit will take place on November 12-13, 2026, in Shanghai, China, organized by Xinluo Information and in collaboration with Shanshan Technology [5]. - The venue is the Shanghai Dongjinhang Hilton Garden Inn, located at 889 Yanggao South Road, Pudong New District, Shanghai [5]. - Transportation options include a 45-minute drive from Shanghai Hongqiao International Airport (approximately 80 RMB) and a 40-minute drive from Shanghai Pudong International Airport (approximately 120 RMB) [2]. Agenda Highlights - The agenda includes various topics related to silicon-based anodes and solid-state batteries, featuring notable speakers from different organizations [8]. - Key sessions include discussions on the development bottlenecks of new silicon-based anode products, high-efficiency long-cycle silicon-based anode preparation, and market outlook for silicon-based anodes in digital and cylindrical battery applications [8]. Sponsorship and Participation - The event has several sponsors, including Weifang Fumei New Energy Co., Ltd., and various exhibitors from the new materials and technology sectors [6]. - A special industry exchange activity and a welcome dinner will be held on November 11 for registered participants [7]. Registration Information - Interested participants can register for the summit by contacting the provided WeChat number [9].

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 10月26日，安徽金誉材料股份有限公司 年产6万吨高性能电池铝箔项目 举行签约仪式。 资料显示，此次布局的年产6万吨高性能电池铝箔项目总投资10.8亿元，是金誉材料战略发展的重要一环，也体现了金 誉材料对安徽枞阳县持续发展潜力的高度认可与坚定信心。金誉材料将全力以赴推进项目建设，严控质量、确保安全， 力争项目早日投产见效，为枞阳县经济社会发展贡献更大力量。 会议详情： 本文来源 ： 枞阳经济开发区管委会 ...

Key Points - The article highlights the current performance of domestic and overseas battery sample enterprises, indicating a total capacity of 144.14 GWh for domestic companies, which represents a month-on-month increase of 1.76% [1] - Overseas battery sample enterprises maintained a capacity of 24.4 GWh, showing no change compared to the previous month [1] - The production of positive electrodes reached 176,600 tons, reflecting a month-on-month increase of 7.35% [1] - The production of negative electrodes was 155,000 tons, which indicates a month-on-month decrease of 1.89% [1] - The production of separators was 1.89 billion square meters, with a month-on-month increase of 3.56% [1] - The production of electrolyte reached 107,000 tons, showing a month-on-month increase of 8% [1]

Core Viewpoint - The company Fulin Precision announced an investment of 4 billion yuan to establish a new project for producing 350,000 tons of high-density lithium iron phosphate annually, driven by the recovering market and increasing demand for high-end lithium iron phosphate [1] Investment Details - The investment will be made by the subsidiary Jiangxi Shenghua New Materials in the Deyang-Abaz Ecological Economic Industrial Park [1] - The total investment amount for the project is estimated at 4 billion yuan [1] Market Context - The decision to invest is based on the recovery of the lithium iron phosphate market and the expansion of demand for high-end lithium iron phosphate [1] - The project is expected to enhance the company's core competitiveness and sustainable development capabilities in the new energy lithium iron phosphate business [1] Financial Impact - The investment is not expected to have a significant impact on the company's financial status and operating performance for the year 2025 [1] - The project aligns with the company's long-term planning and overall development strategy [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 ：鑫椤锂电 A电解液厂： 什么？六氟磷酸锂价格又涨了？ B电解液厂： 六氟磷酸锂价格已经超过11万了？ C电解液厂： 这订单可咋接啊？大电池厂不给涨价，原料使劲儿的往上涨，赔本也赚不来吆喝啊！ D电解液厂： ······ 旺盛的电解液需求与一货难求的六氟之间的矛盾 某头部大厂已于节前高价抢购六氟，六氟市场无库存。一二梯队六氟厂家几乎处于满产状态，仍难以满足市场供应。国 庆节之后六氟磷酸锂价格跳涨，部分电解液厂家难以买到六氟。 二难： 持续上涨的原料价格与电解液价格难以上涨之间的矛盾 国庆节之后，短短两周多时间六氟磷酸锂价格上涨幅度将近 60% ，开启属于六氟磷酸锂的狂欢。 近日 市场均价接近 10 万元 / 吨，报价已超过 11 万元 / 吨，预计未来 1 个月六氟价格仍将持续上涨。 自从六氟磷酸锂涨价以来，电解液厂可谓是夹缝求生存，蜀道难！ 一难： 然而电解液的价格却没有跟随六氟价格的上涨而快速上涨。根据下游市场的反馈得知，中小电池厂已经普遍接受电解液 价格的上涨，然而大电池厂在市场采购中更具有话语权，一直 ...

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 ： 楚能新能源 10月28日， 楚能新能源襄阳70GWh锂电池项目开工活动在襄阳市举行。 湖北省委常委、襄阳市委书记吴海涛出席活 动并宣布项目开工，襄阳市委副书记、市长杜海洋，楚能新能源董事长代德明，中铁建设集团有限公司党委书记、董事 长梅洪亮分别致辞。襄阳市人大常委会党组书记、主任吕义斌，襄阳市政协党组书记、主席李诗，襄阳市领导付劲松、 黄克立、徐晶华、曹祖金，楚能新能源总裁黄锋等出席活动。 END 襄阳锂电池项目是楚能战略布局中的重要组成部分。项目依托襄阳得天独厚的区位优势与产业基础， 建设集先进制 造、技术研发、产业协同于一体的 70GWh现代化锂电池生产基地，最大单体工厂有效产能超30GWh 。 项目聚焦储能 与动力两大核心领域，生产全新一代锂电池，涵盖 588Ah-1000Ah大型储能电池，4-6C珠峰系列超级快充动力电 池，兼具大容量、高能效、长循环、高倍率等领先优势。项目建成后，将带动就业岗位超过5000个，对优化襄阳产业 结构、构建新能源产业集群、推动区域经济高质量发展具有重要意义。 楚能新能 ...

Group 1 - The article focuses on the upcoming 2026 Silicon-based Anode and Solid-state Battery Summit, highlighting its significance in the industry [5] - The event will take place from November 12-13, 2026, in Shanghai, China, organized by Xinluo Information and supported by Shanshan Technology [1][5] - Key activities include a company visit to Shanshan on November 11, a registration and welcome dinner on November 12, and a full-day conference on November 13 [7] Group 2 - The summit will feature various sponsors and exhibitors, including companies like Weifang Fumei New Energy Co., Ltd. and Jiangsu Liangguo Metal Products Co., Ltd. [6] - The event aims to discuss breakthroughs in silicon-based anodes and outline new developments in solid-state battery technology [5] - Transportation options to the venue include Shanghai Hongqiao International Airport and Shanghai Pudong International Airport, with estimated travel times and costs provided [2][3]

Core Insights - The phosphoric iron market saw a significant increase in production, reaching 2.283 million tons from January to September 2025, representing a year-on-year growth of 70.2%, which is a notable increase compared to the 43.9% growth in 2024 [1][2] Industry Overview - The demand for phosphoric iron surged due to a booming terminal energy storage market from July to September, leading to increased production rates among phosphoric iron companies [2] - The capacity utilization rate in the phosphoric iron industry for January to September 2025 was significantly higher than the same period last year, remaining above 60%, with September reaching as high as 79% [6] Company Performance - In the first nine months of 2025, Hunan Youneng and Wanrun New Energy were the top two companies, each producing over 200,000 tons, placing them in the first tier of producers [4] - Bangpu Recycling and Zhongwei Xinyang were in the second tier, with production exceeding 100,000 tons [4] - Other companies had production levels below 100,000 tons [4]

Core Viewpoint - The article discusses the strategic cooperation agreement signed between Xiamen Tungsten New Energy and Greeenme, aimed at enhancing their partnership in the supply chain of battery materials to meet the growing global demand for high-energy-density battery materials [1][4]. Group 1: Strategic Cooperation Agreement - On October 25, Xiamen Tungsten New Energy announced the signing of a strategic cooperation framework agreement with Greeenme [1]. - The agreement focuses on leveraging both companies' strengths in key metal resource recycling, raw material supply, technology research and development, and market expansion [1]. - The goal is to address global market challenges and enhance corporate efficiency through long-term stable cooperation [1]. Group 2: Product Supply Collaboration - Both companies agreed to establish a long-term partnership for the supply chain of battery materials used in various sectors, including consumer electronics, power, low-altitude aircraft, eVTOL, AI, and robotics [1]. - The materials involved include ternary materials for lithium batteries, lithium cobalt oxide, solid-state lithium battery materials, semi-solid lithium battery materials, and lithium-rich manganese-based products [1]. Group 3: Supply Volume and Forecast - From 2026 to 2028, Greeenme is expected to supply Xiamen Tungsten New Energy with 150,000 tons of various battery raw materials and products annually [4]. - This includes approximately 36,000 tons/year of cobalt chloride, 36,000 tons/year of nickel sulfate, 18,000 tons/year of cobalt oxide, 36,000 tons/year of ternary precursors, and 24,000 tons/year of lithium carbonate/lithium phosphate, all including recycled materials [4]. - The total supply over three years is projected to be 450,000 tons [4].

Core Viewpoint - The article discusses the environmental impact assessment application for a lithium salt production project by Guangxi Huayou Lithium Industry Co., Ltd., which aims to expand its production capacity to meet the growing demand in the electric vehicle and renewable energy sectors [1]. Group 1 - Guangxi Huayou Lithium Industry has submitted an environmental impact assessment application for a project to increase lithium salt production from 50,000 tons to 60,000 tons annually [1]. - The project is located in the Longtan Industrial Park of Baobai County, Yulin City, Guangxi, and is based on an existing lithium salt production facility [1]. - The original project had a registered capacity of 27,724 tons/year of battery-grade lithium carbonate and 25,286 tons/year of battery-grade lithium hydroxide [1]. Group 2 - The expansion aims to add 10,000 tons/year of battery-grade lithium salt capacity to respond to the rising demand for high-quality lithium salt materials in the downstream power battery and new energy sectors [1]. - This initiative is part of the company's overall plan to enhance its lithium smelting capacity by 2025 [1].