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：综合自七月公告、储能网 9月10日，盟固利发布公告称，公司本次发行拟募集资金 总额不超过98,000万元 （含本数），扣除发行费用后将投资 于如下项目： | 序号 | 项目名称 | 项目投资总额 (万元) | 拟投入募集资金 金额(万元) | | --- | --- | --- | --- | | | 年产3 万吨锂离子电池正极材料项目 | 88,646.44 | 86,000.00 | | 2 | 补充流动资金 | 12,000.00 | 12,000.00 | | | 合计 | 100,646.44 | 98,000.00 | 本次定增认购方为包括公司控股股东亨通新能源在内的不超过35名特定投资者。亨通新能源计划以现金方式认购 20000万元，认购数量将根据最终发行价格确定。 本次定增将有12000万元用于补充流动资金，满足公司业务迅速发展和技术研发所带来的资金需求，以及用于抵御市场 风险、财务风险等。盟固利表示， 项目建成后，盟固利将新增超高镍三元材料产能1.5万吨/年、NCA材料产能1万吨/ 年、高电 ...

本文来源：鑫椤锂电 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~ 据 ICC鑫椤锂电数据库统计， 2025年8月份国内碳酸锂总需求量达到10.2万吨，环比增长7.49%，再创历史新高。 虽然目前碳酸锂库存仍在14万吨之上，但近半年来可用天数持续下降，价格弹性随之增强。 从具体需求看， 磷酸铁锂对碳酸锂需求环比增幅达到 8%，储能方面拉动明显，2026年储能需求增幅保守估计 40%-50%；三元材料受下游补库带动，8月份对碳酸锂需求环比增幅高达12%；钴酸锂随着3C数码进入"金 九银十"旺季，对碳酸锂需求环比增幅也达到7%左右，有迹象表面，数码采用锰酸锂的情况也在逐渐增多。 不过，从当前市场氛围来看，近期仓单增长较快，虚实盘比基本又回到了低位，如果没有一些爆炸性的消息（比如 9.30后几个锂云母矿是否停产）， 短期行情向上突破的阻力较大。 本文作者：钱先生/13621911373 会议详情： END 而且，空头可炒作的也并不少，比如9月紫金（3Q）、盐湖股份两大盐湖项目开始投产爬坡、江西减产可能不及预期， 国内碳酸锂产量大概率将同步增长。 总体来看， 在国庆节之前， ...

Core Viewpoint - The article highlights the rapid development of the lithium battery industry chain in Morocco, driven by Chinese companies, which is creating a new growth engine for the global renewable energy sector [1]. Industry Chain Core Projects - Guoxuan High-Tech is investing approximately $6.8 billion to build Africa's first electric vehicle battery super factory in Morocco, with a planned capacity of 100 GWh, starting with 20 GWh expected to be operational by 2026 [3]. - BTR New Materials Group is investing about $849 million in Tangier to establish a factory with an annual production capacity of 50,000 tons of positive materials and 36,000 tons of negative materials, capable of supplying around 500,000 electric vehicles [4]. - Sichuan Yahua is collaborating with LG Energy Solution to invest over $500 million in a lithium hydroxide refining plant, which is expected to create over 430 direct jobs and ensure high-value utilization of local lithium resources [5]. - Zhongwei Co., Ltd. is investing $2 billion in a joint venture with Al Mada to build an NMC, LFP, and battery recycling project in Jorf Lasfar, with an annual capacity to support over 1 million electric vehicles [6]. Strategic Advantages of Morocco - Morocco holds about 70% of the world's phosphate reserves, a key source for LFP battery materials, and benefits from a low-cost production environment, with battery production costs 36% lower than in other countries [8]. - The Moroccan government aims to increase annual automotive production capacity to 1.4 million vehicles by 2030, aligning with the investment plans of Chinese companies [8]. Global Market Layout Strategic Significance - Investments by Chinese companies in Morocco are part of a broader global market strategy, allowing them to bypass trade barriers and access the U.S. market through free trade agreements [10]. - The establishment of a complete battery industry chain in Morocco enables Chinese companies to serve global markets, creating a "Made in Morocco, Sold Globally" model [10]. Industry Chain Coordination Effects - The investments have created a "chain effect," integrating various components of the battery supply chain, which reduces production costs and enhances supply chain stability [12]. - The Moroccan government supports this industry chain development by providing financial backing and facilitating administrative processes, ensuring smooth project execution [12].

会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 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：孝感临空经济区 近日，孝感市大悟县新能源公交车交车仪式顺利举行， 50 台搭载楚能新能源动力电池的公交车正式交付当地公交公 司。 楚能为此次交付的公交车量身配备了自主研发的 320Ah 动力电池及系统。该系统续航里程超300公里，即便在极热、 极寒等复杂工况下仍能保持稳定运行，能耗管理水平稳居行业前列。其高能量密度、长循环寿命、高安全性能等优势， 精准匹配了城市快速公交对电池性能的严苛需求，也彰显了临空区在新能源核心技术领域的研发实力。 目前，楚能已先后与东风商用车、厦门金旅、三一重工、 上汽红岩、零一汽车、神河汽车、三环汽车等商用车头部企 业达成深度合作，共同拓展新能源商用车市场。 会议详情： 会议地点： 中国·上海 会议咨询： 13248122922(微信同） END ...

会议主办： 鑫椤资讯 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：企业官微 9月10日， 欣旺达 684Ah储能电芯在德阳欣旺达新能源有限公司（以下简称：德阳基地）正式启动量 产。 以创新技术推出大容量电芯产品组合，为发电侧、电网侧及用户侧多元应用场景提供更高效、更可靠 的储能解决方案。 欣旺达储能电芯事业部总经理陈涛表示："684Ah和588Ah储能电芯的推出，是欣旺达持续创新、推进大 容量储能技术发展的重要体现。打造高安全、高品质、高可靠，覆盖多场景需求的产品及解决方案是欣旺 达一直以来的初心。" 会议详情： 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 ...

Core Viewpoint - The article highlights the significant growth in the production, sales, and export of power and other batteries in China, particularly in August 2025, indicating a robust demand in the electric vehicle market and advancements in battery technology [4][11][21]. Group 1: Production Data - In August 2025, the total production of power and other batteries reached 139.6 GWh, marking a year-on-year increase of 37.3% and a month-on-month increase of 4.4% [6][4]. - From January to August 2025, the cumulative production of power and other batteries was 970.7 GWh, reflecting a year-on-year growth of 54.3% [6][4]. - The production breakdown by material type in August showed that lithium iron phosphate batteries accounted for 77.8% of the total production, while ternary materials made up 22.1% [8]. Group 2: Sales Data - In August 2025, the sales of power and other batteries totaled 134.5 GWh, with a year-on-year increase of 45.6% and a month-on-month increase of 5.7% [15][11]. - The cumulative sales from January to August 2025 reached 920.7 GWh, representing a year-on-year growth of 58.2% [15][11]. - Power battery sales in August were 98.9 GWh, showing a year-on-year increase of 44.4% [16][11]. Group 3: Export Data - In August 2025, the export volume of power and other batteries was 22.6 GWh, which is a year-on-year increase of 23.9% [21][18]. - The cumulative export from January to August 2025 reached 173.1 GWh, reflecting a year-on-year growth of 48.5% [21][18]. - The export of power batteries in August was 15.1 GWh, with a year-on-year increase of 35.7% [25][22]. Group 4: Battery Installation Data - In August 2025, the installation volume of power batteries was 62.5 GWh, which is a year-on-year increase of 32.4% [43][43]. - The cumulative installation from January to August 2025 was 417.9 GWh, showing a year-on-year growth of 43.1% [43][43]. - Lithium iron phosphate batteries constituted 82.5% of the total installation volume in August, while ternary batteries accounted for 17.5% [47][43]. Group 5: Market Concentration - In August 2025, the top two battery manufacturers accounted for 63.1% of the market share, while the top five and top ten accounted for 81.5% and 95.0%, respectively [53][55]. - The number of battery manufacturers in the market decreased to 33 in August 2025, down from the previous year [55][55].

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：整理自公告、风光储网 9月11日，英力股份发布安徽英力电子科技股份有限公司发行股份及支付现金购买资产并募集配套资金报 告书(草案) 。 报告显示，本次交易前，英力股份主要从事消费电子产品结构件模组及相关精密模具的研发、设计、生产 和销售，同时也从事高新光伏组件的研发、生产、销售以及分布式光伏电站和户用光伏 EPC 开发。英力 股份的主要产品为笔记本电脑结构件模组、相关精密模具及光伏组件。 英力股份拟收购深圳市优特利能源股份有限公司 77.9385%股份，本次交易价格为46763.10 万元。 本次交易标的公司优特利主要从事以笔记本电脑类锂电池模组为核心的消费类锂离子电池的研发、生产和 销售，同时布局储能类锂离子电池业务，产品主要应用终端为笔记本电脑、平板电脑、智能手机、智能穿 戴设备和数码相机等领域，是一家具备自主创新能力的锂离子电池一站式解决方案提供商。 会议详情： 会议主办： 鑫椤 ...

Core Viewpoint - The article emphasizes the rapid growth of demand for high-energy-density lithium-ion batteries driven by emerging industries such as electric vehicles and AI, highlighting silicon-based anode materials as a key technology for the next generation of batteries [4]. Group 1: Industry Trends - The global production of silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a 76% year-on-year increase [4]. - The market for silicon-based anodes is expanding, particularly in consumer electronics and power tools, with expectations for significant penetration in the power battery sector due to advancements in porous silicon-carbon technology [4]. - By 2028, the production of silicon-based anodes is projected to reach 25,300 tons, with a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. Group 2: Challenges and Innovations - The industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient supply chain collaboration, necessitating technological innovation and ecosystem restructuring [5]. - The upcoming "2026 Silicon-Based Anode and Solid-State Battery Summit" aims to address these challenges by gathering experts and industry representatives to discuss technological trends and industrialization hurdles [5]. Group 3: Event Details - The summit will take place on November 12-13, 2025, in Shanghai, with a focus on the development of silicon-based anode products and strategies for cost reduction in large-scale applications [6][7]. - The event will feature various topics, including the development bottlenecks of new silicon-based anode products and the differences in demand for silicon-based anodes across different electrolyte systems in solid-state batteries [8].

Core Viewpoint - The article discusses the current trends and developments in the lithium battery industry, highlighting production updates, market prices, and the impact of regulatory actions on companies involved in battery manufacturing and materials. Group 1: Industry News - Ningde Times' subsidiary Yichun Times New Energy Mining Co., Ltd. is working towards the resumption of production at the Jiangxiawo lithium mine, aiming for completion by November, but the timeline remains uncertain [1] - Multi-Flor's battery business has seen a surge in orders, with production scheduled through December, indicating strong growth in the power battery sector [2] - Bick Battery has launched the PRO-MAX 46137 battery, featuring high energy density and enhanced safety measures, targeting the electric two-wheeler market [3] - Talga Group has signed a strategic cooperation agreement to enter the U.S. battery anode market, marking its expansion into North America [4] - LG Energy Solution has paused construction of its battery factory in the U.S. following a raid by immigration authorities, with no set timeline for resumption [5] Group 2: Market Conditions - The domestic lithium carbonate market is experiencing a slight decline in prices, with key factors being the resumption of the Jiangxiawo lithium mine and policy changes affecting lithium mining companies [7] - As of September 11, the price for battery-grade lithium carbonate is between 72,500-74,500 yuan per ton [8] - The price of ternary materials has also seen a slight decrease, influenced by falling lithium hydroxide prices, while nickel and cobalt markets remain stable [9] - The price for lithium iron phosphate remains stable, with several manufacturers operating at full capacity, indicating a potential improvement in profitability [10] - The negative impact of a recent chemical plant explosion on ferrous sulfate production has not yet affected the lithium iron phosphate market [10] Group 3: Battery and Material Prices - The price for ternary materials ranges from 124,000-130,000 yuan per ton for single crystal types and 142,000-148,000 yuan per ton for 811 types [9] - The price for lithium iron phosphate is between 33,600-35,000 yuan per ton for power types and 32,600-33,200 yuan per ton for energy storage types [10] - The negative electrode material market remains stable, with prices fluctuating based on raw material costs [11] - The separator market has seen a slight increase in prices, driven by adjustments from leading companies [12] - The electrolyte market remains stable, with production levels at a record high and good order conditions for the upcoming months [14] Group 4: Demand and Sales - The domestic lithium battery market continues to operate at high levels, with a projected 10% increase in production in September [15] - The sales of passenger vehicles have decreased by 12.63% year-on-year, while new energy vehicle sales have seen a slight decline of 2.27% [16] - The energy storage cell market is stable, with recent government initiatives promoting the integration of artificial intelligence in energy systems, which could enhance the growth of the storage sector [17]

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：锂电池回收 小樱快讯 近日，宁德时代又成立两家新公司。 据天眼查显示，9月9日， 时代骐骥新能源科技（鹰潭）有限公司正式成立， 法定代表人熊敏哲，注册资 本500万元，经营范围包含：新兴能源技术研发，新能源汽车换电设施销售，电池销售，集中式快速充电 站，机动车充电销售，充电控制设备租赁，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，电动汽车充电基础设施运营，电动自行车销售等。 该公司由宁德时代间接持股94.4444%。 | 態 態敏哲 | 登记状态 ① | 存续 | | --- | --- | --- | | | 成立日期 | 2025-09-09 | | 91360681MAEU6MPA3M | 注册资本 2 | 500万人民币 | | 360681110010585 | 纳税人识别号 ② | 91360681MAEU6MPA3M | | 2025-09-09 至 无固定期限 | 纳税人资质 | | | 其他有限责任公司 | 行业 | 2 公寓 热线 热线 手机用网 小樱快讯 | ...