绿色智行方面表示，"2023年6月实施的'固态电池联合实验室建设项目'已取得一定的研究成果，现需 对这部分研究成果进行放大性测试，验证其是否具备量产的可能性。" 也就是说， 吉利的60Ah固态电池已处于"放大性测试"阶段。 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：综合整理 吉利斥资7100万元加码固态电池研发，近期在产业化布局上动作频频。 据"吉利招标"信息12月9日发布的招标公告，除对2026–2027年度固态电池电芯研发物料启动招标 外，其旗下浙江绿色智行科创有限公司的" 固态电池及关键材料工艺放大验证项目 "也进入环评阶段。 根据宁波前湾新区生态环境局11月6日受理的环评文件， 该项目总投资7100万元 ，旨在对前期实验 室成果进行放大测试，验证电池的稳定性、阻抗及寿命等性能，为规模化生产铺路。项目计划生产两类 电池：60Ah电池年产量1000个，单重0.52kg；＜1Ah电池年产量3600个，单重0.002kg。 END 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 ...

Core Viewpoint - The article emphasizes the breakthrough in battery technology through the development of a new generation binder, J ONE, by Shenzhen Yanyi New Materials Co., Ltd., which significantly enhances the performance of silicon-carbon anodes in lithium-ion batteries, addressing the challenges of cycle life and volume expansion [1][5][7]. Group 1: Technical Challenges of Silicon Anode Binders - The silicon-based anode binder market is currently dominated by traditional systems, with initial applications using modified traditional binders like "CMC+SBR" or "PAA-based binders" [3]. - Existing binders are adequate for low silicon content materials but reveal limitations when applied to high silicon content (>50%) or pure silicon anodes, where they fail to effectively suppress expansion and enhance cycle life [4]. Group 2: Breakthroughs Achieved by Yanyi's J ONE Binder - J ONE binder features a unique micro-phase separation structure that reduces solvent swelling to below 50%, maintaining excellent mechanical properties [5]. - It effectively buffers volume changes in pure silicon anodes through covalent and hydrogen bonding, preventing active material loss [5]. - The tensile strength of J ONE exceeds that of SBR by over five times, with a breaking elongation rate above 200%, creating a robust interface protection layer [5]. - In high voltage systems (4.5V), J ONE maintains stable interfacial impedance, enabling over 1,000 cycles with a capacity retention rate above 80% [5]. Group 3: Future Prospects and Innovations - Yanyi is set to launch the J ONE-U8 binder, which integrates multiple materials and engineering technologies, designed for high silicon-carbon content applications, offering high strength, flexibility, and conductivity [6]. - The introduction of J ONE binder marks a revolutionary step towards the full utilization of pure silicon-carbon anodes, propelling the lithium battery industry to new heights [7].

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 根据公告， 该公司将" 3 万吨六氟磷酸锂、 6000 吨高纯氟化锂等新型电解质锂盐及一体化配套项目"达到预定 可使用状态日期由 2025 年 12 月延期至 2026 年 12 月，延期一年。 公告还显示，该项目拟投入募投资金 87,579.30 万元。截至 11 月底，已经投入募投资金 69,769.21 万元，投 资进度为 79.66% 。 对于延期原因，该公司则称，结合客户需求、市场环境和发展规划审慎评估，对募投项目建设实施动态控制，在 满足当前公司生产的基础上，合理控制产能扩张和募集资金使用节奏，保障募投项目的建设质量与预期效果，实 现资源的合理高效配置，因此募集资金投资项目的实际投资进度与原计划投资进度存在一定差异。 2025-2029年中国三元材料市场运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂市场运行趋势及竞争策略研究报告 2025-2029年中国碳酸锂市场运行趋势及竞争策略研究报告 2025-2029年全球负极材料市场运行趋势及竞争策略研究报告 2025-2029年 ...

Core Viewpoint - The company plans to issue H shares and apply for listing on the Hong Kong Stock Exchange to enhance its global development strategy, improve its international brand image, and optimize its capital structure [1]. Group 1: Company Overview - The company, established in 1996 and headquartered in Shenzhen, was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2010 [4]. - Initially focused on capacitor chemicals, the company has expanded into lithium battery electrolytes, organic fluorochemicals, and semiconductor chemicals [4]. - Through multiple acquisitions, including BASF's electrolyte business and Haisford Chemical, the company has developed a global production and sales network [5]. Group 2: Strategic Initiatives - The issuance of H shares aims to support the company's globalization efforts and enhance its competitive strength in the global market [1]. - The company seeks to create an international capital operation platform and improve its governance and core competitiveness [1].

Core Viewpoint - The lithium battery industry is entering a new cyclical growth phase in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Forecast and Demand - By 2025, global lithium battery production is expected to reach 2250 GWh, with a growth rate of 30% in 2026. The energy storage sector is projected to grow even faster at 48.3%, driven by both domestic and international demand [5]. - There is a significant supply gap in battery cells and various materials, necessitating a focus on ensuring a stable and efficient supply chain to capitalize on this growth opportunity [5]. Group 2: Conference Overview - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The conference will focus on three core topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand dynamics [5]. 2. Announcement and award ceremony for the "Top Ten Lithium Material Brands of 2025," evaluated based on shipment volume, market share, and customer reputation [6]. 3. B to B targeted procurement matching, involving top global battery companies and material suppliers to enhance resource matching and reduce procurement costs [7]. Group 3: Conference Agenda - The agenda includes various topics such as the analysis of lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery key electrolyte materials, and the development of high-performance in-situ polymerized electrolytes [9][10]. - Discussions will also cover the development of lithium iron phosphate materials for large-capacity energy storage batteries and the impact of different technological routes on downstream application markets [10].

Core Viewpoint - SK On and Ford have reached an agreement to restructure their joint venture BlueOval SK, allowing both companies to independently own and operate their battery factories, with SK On taking over part of the Tennessee facility and Ford acquiring part of the Kentucky facility. This agreement is expected to be finalized by the end of Q1 2026, pending regulatory approvals [1] Group 1 - SK On and Ford's joint venture BlueOval SK is responsible for battery production in the U.S., with two factories in Kentucky and one in Tennessee [1] - The restructuring aims to enhance productivity, operational flexibility, and responsiveness to market changes and customer demands [1] - Despite the separation, SK On plans to maintain a close strategic partnership with Ford, leveraging the geographical advantage of its Tennessee plant, which has an annual production capacity of 45 GWh [1]

本次签约项目建设内容包括软包锂电池生产线及系统集成工厂、分布式光伏发电系统及配套电化学储能设 施、绿色交通物流等配套设施及其他配套附属工业设施。据了解，该10GWh光储直柔零碳产业基地旨在 建设成为集智能制造、技术研发、能源管理与示范展示于一体的综合性产业集群。项目建成后，赣锋锂业 将发挥"链主"效应，助力新余形成更为完整的锂电产业链条。 如想了解更多关于锂电池行业信息，欢 迎订购《 2025-2029年全球锂电池应用市场运行趋势及竞争 策略研究报告 》，订购电话：18964001371（微信同）。 鑫椤会议： 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： 新余市融媒体中心 12月11日，江西省新余市分宜县与江西赣锋锂电科技股份有限公司举行赣锋 10GWh光储直柔零碳产业基 地项目 签约仪式。 鑫椤报告预售： 2025-2029年中国三元材料市场运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂市场运行趋势及竞争策略研究报告 2025-2029年中国碳酸锂市场运行趋势及竞争策略研究报告 2025-2029年全球负极材料市场运行趋势及竞争策略研 ...

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：整合整理、封面：图虫创意 容百科技12月12日晚间公告称， 公司拟使用自有资金3.42亿元收购贵州新仁新能源科技有限公司（下称"贵州新仁"）54.9688% 股份，并使用自有资金1.4亿元对其进行增资。 交易完成后，公司将持有贵州新仁93.2034%股权，贵州新仁成为公司控股子公 司，纳入公司合并报表范围内。 公告显示，根据审计机构对标的公司的审计结果，截至2025年8月31日，贵州新仁审定净资产为近5.73亿元，经交易双方协商一 致确定股权整体估值近3.99元（即投前估值）。 财务数据方面，根据 审计机构对标的公 司的审计结果，截至2025年8月31日，贵州新仁审定净资产为近5.73亿元，经交易双方 协商一致确定股权整体估值近3.99元）。2025年1月-8月，贵州新仁营收为1421.7万元，净利润为-4808.9万元。截至2025年8 月31日，其净资产为5.72亿元，负债总额为8.17亿元。 贵州新仁成立于2021年8月27日，注册资本11.16亿元，法人代表李园园，由上市公司天山铝业创始人曾小山先生发 ...

Core Viewpoint - Semcorp and Arkema have signed a memorandum of understanding to establish a strategic partnership aimed at accelerating innovation in battery separator technology and supporting Semcorp's international expansion [1]. Collaboration Details - Arkema will provide high-value solutions and technical support to Semcorp, facilitating the promotion of high-performance separators in key global markets, including electric vehicles, energy storage systems, and consumer electronics [5]. - The two companies will engage in joint development plans focused on the research and development of next-generation separators, leveraging their innovative solutions to enhance battery performance and safety [5]. - Arkema, with decades of experience in specialty materials, is a long-term supplier of high-performance products for the battery industry, offering a product portfolio that includes Kynar® PVDF and Incellion™ acrylic-based solutions to meet the growing demand for safer, more efficient, and durable lithium-ion batteries, which are crucial for the transition to electric mobility and renewable energy storage [5].

Core Viewpoint - The company has decided to postpone the implementation of its 10,000 tons/year lithium battery new-type lithium salt project, originally planned to raise 550 million yuan, due to the current adjustment period in the new energy industry and frequent technological updates in lithium batteries [1] Group 1 - The project has not commenced construction as of November 30, 2025, with zero funds raised [1] - The decision to delay the project is based on careful consideration of the macroeconomic and industry environment changes, as well as the company's operational situation [1] - The company emphasizes that this postponement will not significantly impact its current operations and is aimed at optimizing resource allocation and reducing investment risks in the long term [1] Group 2 - The company will monitor market trends and operational conditions to appropriately schedule the project in the future [1] - It will also keep a close watch on industry policies and market environment changes to ensure effective use of raised funds and sustainable development [1]