Core Viewpoint - The electrolyte market is expected to maintain rapid growth, with a year-on-year increase of 31.3% in 2024 and 46.1% in 2025, leading to an overall increase of 14.8% [1] Group 1: Market Growth and Demand - The rapid growth of the electrolyte market is driven by increasing downstream demand, with global electrolyte production projected to reach 2.367 million tons in 2025, a year-on-year increase of 46.1% [2] - Domestic electrolyte production in China is expected to reach 2.212 million tons in 2025, growing by 53.6% year-on-year, accounting for 93% of global production [2] Group 2: Company Performance and Rankings - Among major electrolyte manufacturers, Feidong Guoxuan has the highest growth rate at 134%, while second-tier companies like Zhuhai Saiwei, Xianghe Kunlun, and others have growth rates between 70% and 95% [4] - Leading companies such as Tianci, New Energy, and BYD have growth rates around 40-50%, maintaining their positions in the top tier [5] - Tianci Materials remains the largest global electrolyte supplier, with a production of 720,000 tons in 2025, accounting for 30.4% of global production [9] Group 3: Market Concentration and Competition - The market concentration among the top three manufacturers (CR3) is expected to decrease to 56.1%, down 6% year-on-year, indicating a significant increase in market share for second-tier manufacturers [6] - The competitive strength of domestic electrolyte manufacturers is significantly higher than that of foreign manufacturers, and this strength is expected to further enhance [7] Group 4: Future Outlook - Global electrolyte production is projected to exceed 3 million tons in 2026, with China's production expected to surpass 1.8 million tons [10] - A slight increase in electrolyte market prices is anticipated in 2026, with an overall trend of fluctuating upward prices [10]

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~ 鑫椤锂电 敬上 NEW YEAR 元 1 旦 / 快 / 乐 四气新元旦 万寿初今朝 尊敬的新老客户们： 岁月轮转，新元肇启。我们站在2026年的起点，向您致以最诚挚的问候：元旦快乐！ 回首2025，感谢您一路相伴相持。您的每一次关注、每一次咨询、每一份信任，都是我们深耕锂电数据、打磨研究报告的最强动力。 展望2026，愿我们继续携手，在新能源的星辰大海中，共同书写锂电的下一个黄金篇章！ ...

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31日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 120000 元 /吨 ，较上一工作日 下跌 1000 元 ；电池级氢氧化锂（ 56.5%粗颗粒）结算指导价格为 96000 元 /吨 ，较上一工作日持平。 近期下游材料厂集中检修，补库意愿不强，商家也多以观望为主，市场整体成交平淡。 期货方面， 12月31日，碳酸锂期货高开低走，尾盘疯狂拉升，碳酸锂主力合约收于 121580 元 /吨 ，较上一交易日 上涨 1040 元 /吨 ，持仓量小幅下降。 ICC锂电结算指导价： | 品名 | 12月30日 | 12月31日 | 环比上涨 | 上月均价 | | --- | --- | --- | --- | --- | | 锂精矿 | 1590 | 1590 | 0 | 997. 5 | | (6.0%) | | | | | | 电池级碳酸锂 | 12. 1 | 12 | -0.1 | 8. 58 | | (99.5%/辉石) | | | | | | 氢氧化锂 (5 ...

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：普沃思环保科技无锡有限公司 注：文中提到的方案和文字版权归普沃思所有，方案已申请专利 1 硫化氢高低浓度 目前，全固态硫化物体系电池生产过程中产生的硫化氢（ H₂S）气体 主要分类两大类： 高浓度硫化氢和低浓度硫化氢。 其中， 高浓度硫化氢源于众多 工艺单元，浓度偏高，大约在 10ppm左右，甚至更高 ； 低浓度硫化氢源于空间扩散，浓度大约 1-5ppm（硫化氢浓度数据来源于现有工艺反馈，数据 需要生产工艺优化后同步更新）。 2 传统方案：从源头抑制 目前 业界 (实验室或小型中试线） 普遍采用惰性气体保护系统，并搭配超低露点与超高密封性的阀门、管道和密封件。其核心机理是从 "抑制产生"入 手。该方法在实验、手套箱及小试阶段尚可适用，运行成本与初投资也可接受。 然而，规模化生产代价太大，很难大规模推广应用，难以满足全固态电 池规模化产业验证。 当前，全固态电池产业化路径已基本明确，多家企业计划于 2027年实现小批量装车，标志着该技术将正式迈向规模化应用。 业内人士分析认为， 2025–2026年 是 中试生 ...

Core Viewpoint - Recently, Zhiguang Electric announced two significant contracts totaling over 267 million yuan, indicating strong business activity and potential positive impact on financial performance [1][3][5]. Group 1: Contract Details - On December 26, Zhiguang Electric's subsidiary, Zhiguang Energy, signed a procurement contract worth 148.1 million yuan with China Electric Equipment Group Energy Technology Co., Ltd. for high-voltage cascade grid-type energy storage systems [1][3]. - The project is identified as the Anhui Neng Minfeng high-voltage cascade grid-type energy storage project, with specific payment and delivery terms outlined in the contract [3]. - On December 27, another contract was signed with Yangzhou New Concept Electric Co., Ltd. for a total of 118.9 million yuan, also for high-voltage cascade energy storage systems [3]. Group 2: Financial Impact - The contracts are part of the company's main business operations, and successful execution is expected to have a positive effect on the company's financial status and operational performance [5].

Group 1 - The core viewpoint of the article is the establishment of a joint venture for the development and operation of the Dadu River Danba Hydropower Station project, involving State Power Investment Corporation, Sichuan Tieneng Power Development Co., and CATL with respective shareholdings of 56.11%, 33.89%, and 10% [1] Group 2 - The registered capital of the newly established Dadu River (Danba) Hydropower Development Co., Ltd. is 3.6 billion yuan, and its business scope includes hydropower generation, transmission, distribution, and solar and wind power technology services [4] - State Power Investment Corporation will directly invest 2.571 billion yuan in the Danba Hydropower Station project, with a calculated internal rate of return on capital of 5.95% based on a project electricity price of 0.2974 yuan per kilowatt-hour and an average annual generation of 4.718 billion kilowatt-hours [4] - The Danba Hydropower Station is the 9th stage of the 28 planned hydropower stations on the Dadu River, with an installed capacity of 1.15 million kilowatts, featuring four 275,000-kilowatt mixed-flow turbine generator units and one 50,000-kilowatt ecological unit [5]

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 同时，新一代技术从单线产能、自动化程度、国产化率三大维度实现了行业领先：单线产能提升200%，单位 人工产能提升50%，核心设备国产化率100%，带动国内高端装备产业升级。 未来，邦普循环将加速构建"磷资源与电池回收"双驱动的生态闭环，充分发挥"全场景、全生命周期、全链条 一体化"的产业优势，强化科技创新和产业创新深度融合，助力新能源产业绿色低碳可持续发展。 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 12月29日，" 宜昌邦普时代45万吨/年新一代磷酸铁锂项目投产仪式 "成功举办。宜昌市委书记黄剑雄，市委副 书记、市政府市长陈红辉，市人大常委会党组书记、市委秘书长张立新，市政府副市长、高新区党工委书记李 小军，市政协副主席、宜化集团董事长王大真等出席，与邦普循环总裁李长东、副总裁杨云广、副总裁余海 军、宜昌基地总经理王皓等共同启动投产仪式。 在宜昌，邦普循环解决了"磷酸铁锂回收难"的社会担忧，在全球首次实现磷酸铁再生材料产业化，创造经济效 益。邦普时代45万吨新一代 ...

Market Overview - On December 30, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) was 121,000 CNY/ton, a decrease of 2,000 CNY from the previous working day [1] - The settlement guidance price for battery-grade lithium hydroxide (56.5% coarse particles) remained stable at 96,000 CNY/ton [1] - The market is currently experiencing significant volatility, leading to a cautious stance from mid and downstream sectors, resulting in a situation of "no market with prices" [1] - In the futures market, lithium carbonate futures opened lower but showed a slight upward trend, with the main contract closing at 121,580 CNY/ton, down 4,760 CNY from the previous trading day [1] Price Trends - The ICC lithium battery settlement prices on December 30 showed the following: - Lithium concentrate: 1,590 CNY/ton, unchanged - Battery-grade lithium carbonate: 12.1 CNY/kg, down 0.2 CNY/kg - Lithium hydroxide: 9.6 CNY/kg, unchanged - Lithium iron phosphate: 4.51 CNY/kg, unchanged - Ternary materials: 17.15 CNY/kg, unchanged [2] - The average price level for lithium iron phosphate cells indicates that the terminal's tolerance for lithium carbonate prices is around 110,000 CNY [2] Industry Focus - Recent price surges in lithium carbonate have sparked interest in sodium batteries, with CATL indicating that large-scale applications of sodium batteries will begin in 2026 [5] - However, a survey by Xinluo Information shows that nearly 70% of companies expect sodium battery shipments to reach around 10 GWh by 2026, with only 3% believing it will exceed 15 GWh [5] - Many sodium battery manufacturers are cautious due to past price drops, stating that unless lithium carbonate prices rise significantly, they will avoid making investments [5] Supply and Demand Dynamics - The main issue in the market remains the supply of lithium iron phosphate, with major manufacturers undergoing maintenance, leading to a significant decrease in production in January 2026 compared to lithium batteries [9] - There is a prevailing sentiment of price increases among companies, but the transmission of costs to downstream battery prices is slow, with approximately 40 days of inventory in the lithium battery market and nearly 900,000 tons of idle capacity for lithium iron phosphate [9] - The short-term outlook for lithium carbonate prices is expected to continue fluctuating widely [9]

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Outlook - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, particularly in the energy storage sector, which is expected to grow by 48.3% [5]. - The demand surge will create substantial pressure on the supply of battery cells and four key upstream materials, highlighting a potential supply gap that needs to be addressed for stable and efficient supply chains [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Application Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the release of the 2025 authoritative lithium battery brand rankings, and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Speakers - The main forum will cover topics such as the outlook for lithium ore resource supply, operational strategies for lithium carbonate in the current market environment, and advancements in high-energy-density power battery technology [9]. - Sub-forums will address critical materials for power batteries and energy storage, including discussions on solid-state battery technology and market trends for electrolytes and separators [10][11]. Group 4: Participation and Costs - The participation fee for the conference is set at 2800 yuan per person, with a limited-time free attendance option available for the first 200 registrants [17].

Group 1 - The core viewpoint of the article highlights a simultaneous maintenance wave among leading phosphate iron lithium manufacturers due to high downstream demand, particularly in the energy storage sector, leading to a supply tightness in phosphate iron lithium materials [1][2] - Major companies such as Hunan YN, Wanrun New Energy, and others are planning maintenance that will reduce their phosphate lithium production by significant amounts, ranging from 1,500 to 30,000 tons [3][5] - The maintenance is primarily aimed at ensuring equipment safety and product quality, but there is an underlying motive to increase selling prices due to rising costs of core raw materials like lithium carbonate and phosphoric acid [5][6] Group 2 - The collective price increase effort comes at a time when the demand drop from December 2025 to January 2026 is only 4%, indicating a relatively stable market compared to previous years [6][8] - Capacity utilization rates for major shipping companies are expected to improve significantly, with 2024 rates between 30-60% and 2025 rates between 55-85% [8]