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：锂电前沿 据知情人士透露， 宁德时代枧下窝锂矿采矿权证及采矿许可证申请进展顺利，比市场预期要快，预计 很快将复工复产。 据《证券时报》报道，此次枧下窝锂矿复产工作会议，由宜春时代总经理主持， 会议决定将已调整应 援到电池厂的第一批原矿区员工尽快召回，第二批员工将停止应援调配。 一个月前，宁德时代位于宜春的锂云母矿——枧下窝矿区停产，此事引发业界热议。 8月11日一早，宁德时代在互动平台表示，公司在宜春项目采矿许可证8月9日到期后已暂停了开采作 业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影 响不大。 宁德时代枧下窝矿区（含锂）的采矿权始于2022年8月9日，2025年8月9日到期。因该矿权的续期问 题，于2025年8月9日24点准时关停。而在2025年半年报业绩解读会上，宁德时代相关高管表示，目 前宁德时代在江西宜春的锂矿项目生产经营均正常。至于采矿权续期的问题，宁德时代已经按照相关规 定，向江西宜春市自然资源局提交申请材料。 同时，据上述高管当时透露，当前，省、市 ...

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 教师节，碳酸锂市场乱成一锅粥，再次教育了普通散户，这个市场是残酷的。 9月9日傍晚传出消息，宜春时代新能源矿业有限公司召开"枧下窝锂矿复产工作会议"，专题推进枧下窝锂 矿复产工作，部分市场人士预期枧下窝矿很快将会复产，甚至传出下周就要复产。 当晚碳酸锂电子盘很快 做出反馈，主流价格降至6.9万元左右。 9月10日开盘，碳酸锂期货快速跳空，但很快有报道称，"枧下窝锂矿复产工作会议"只是给公司内部的办 证小组下达了任务目标，争取能够在今年11月完成视下的复产工作，但能否如期达成复产目标，尚未有定 论。 受此影响，碳酸锂期货跌幅又略有收窄，部分多头甚至投机增仓， 在各种消息 "折腾"之下，碳酸锂 市场在7万元一线形成了激烈博弈，不少散户叫苦不迭。 据鑫椤资讯 Fans爆料， 枧下窝锂矿要在11月之前复工仍有一定难度，其下游用户也在计划从其它渠道补 充一些锂矿。 对于工业品而言，涨价更多还是在于需求增长的持续性，而不只是成本。虽然始于"反内 卷"的矿证炒作正在逐步降温，但8-9月份国内锂电市场需求确实有超预 ...

Core Viewpoint - The article emphasizes the rapid growth and increasing demand for silicon-based anode materials in the context of the global energy transition and the rise of new industries such as electric vehicles and AI, highlighting the importance of these materials in the next generation of lithium-ion batteries [4][5]. Industry Overview - The global production of pure 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 a projected production of 25,300 tons by 2028 and a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. Challenges and Innovations - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient supply chain collaboration [5]. - The article calls for technological innovation and ecosystem restructuring to overcome these challenges and accelerate the commercialization of silicon-based anodes and solid-state batteries [5]. Upcoming Forum - A summit titled "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information, to discuss technological trends, key scientific issues, and industrial challenges related to silicon-based anodes and solid-state batteries [5][6]. - The forum aims to gather experts, scholars, and industry representatives to foster collaboration and expedite breakthroughs in battery technology [5]. Conference Agenda - The conference will cover various topics, including the bottlenecks in developing new silicon-based anode products, cost reduction strategies for large-scale applications, and the differences in demand for silicon-based anodes across different electrolyte systems in solid-state batteries [7][8].

Group 1 - The core viewpoint of the article highlights the groundbreaking ceremony of the solid-state ion energy technology headquarters project in Wuhan, which aims to integrate research, production lines, and operations in one space [1] - The project is located in the Military Mountain Science and Technology City, covering a total construction area of 9,978 square meters, focusing on core technology breakthroughs in solid-state battery materials and safety performance testing [1] - The facility will serve as a hub for industrial transformation, featuring small and medium test lines, a PACK sample production platform, and a 0.2 GWh capacity pilot production line for mass production of "soft pack + square shell" battery cells, thus completing the closed loop from technology research and development to large-scale trial production [1]

Core Viewpoint - The collaboration between Xiaomi and BYD, involving a significant battery order, signals a strategic partnership in the Chinese new energy vehicle industry, highlighting both companies' roles in the evolving market [1][2]. Group 1: Battery Order and Production Capacity - Xiaomi is rumored to place an order for 200,000 vehicle batteries from BYD, estimated to be between 12 to 15 GWh, which represents about half a month's production capacity for BYD, whose battery output exceeded 200 GWh in the first half of the year [1]. - BYD's total installed capacity for new energy vehicle power batteries and energy storage batteries reached approximately 156.876 GWh, marking a year-on-year growth of 76.12% [4]. Group 2: Strategic Collaboration - The partnership between Xiaomi, a new energy vehicle manufacturer, and BYD, a traditional automotive giant, is seen as a significant move for the collaborative development of China's new energy industry [2]. - There are mixed reactions to the collaboration, with some viewing it as a strong alliance while others criticize it as mere publicity [2]. Group 3: Product Details and Market Position - Xiaomi's first vehicle model, the SU7, will utilize BYD's Blade battery or CATL batteries, while the second model, YU7, will feature a 96.3 kWh lithium iron phosphate battery from the same suppliers [3]. - BYD's electronic division is a key manufacturer for Xiaomi's smartphones, producing about 40% of Xiaomi's mobile phone capacity [4].

Core Viewpoint - The article discusses the current trends and future outlook of the energy storage market, highlighting price fluctuations, competitive dynamics among manufacturers, and emerging opportunities in new markets [1][15]. Price Trends and Competition - Recent fluctuations in energy storage cell prices are attributed to the temporary release of overseas orders and increasing domestic bidding demands, leading to a short-term supply-demand imbalance [3] - The price of energy storage systems has shown a rebound following the increase in cell prices, but the overall trend remains downward [4] - Intense competition among system manufacturers has made it difficult for prices to rebound significantly, with leading manufacturers showcasing strong competitiveness through mass production of large-capacity cells, achieving bids below 0.4 yuan/Wh [6][7] Market Dynamics - The competition among leading energy storage manufacturers is intensifying, with narrowing gaps in actual shipment volumes and project bidding amounts [7] - The ability of leading manufacturers to offer lower prices is largely due to the mass production of large-capacity cells, such as 587Ah and 648Ah, which significantly reduce system costs [8] International Market Developments - The Middle East has emerged as a new hotspot for the energy storage market, driven by strong policy support for energy transition and the explosive growth of renewable energy, leading to large-scale photovoltaic storage projects [10] - Changes in the international trade environment, particularly in the U.S., will increase tariffs on energy storage batteries, potentially compressing demand for energy storage installations [11] - In response to these challenges, leading manufacturers are accelerating the establishment of overseas factories to avoid high tariffs, which will help maintain competitiveness and promote diversification in the global energy storage market [12] Emerging Markets - New markets are providing fresh growth opportunities for the energy storage industry, with Australia implementing household storage subsidy programs that significantly boost the residential storage market [13] - The Eastern European market is also experiencing growth through policy subsidies, creating new opportunities for domestic companies [14] Future Outlook - The global energy storage market is expected to continue its rapid growth, driven by technological advancements and cost reductions, enhancing the economic viability and reliability of storage systems [15] - Supportive policies and increasing market demand will provide further development opportunities for the energy storage sector, which is anticipated to play a crucial role in global energy transition and sustainable development [15]

Group 1 - The core viewpoint of the article highlights the significant growth in China's new energy storage installation capacity in the first half of the year, along with an analysis of the price trends of energy storage cells and systems, and predictions for the domestic bidding and installation market [2][4][5] Group 2 - The live broadcast will cover the price forecast for energy storage cells and systems, the reasons behind the booming overseas energy storage market, and the overall installation forecast for the year [5][6][7] - The event is scheduled for September 10, 2025, at 15:30, and will be hosted on the Xinluo Lithium Battery video account [3][7]

分布图尺寸：1.5米X1米 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤固态电池 资讯~ 2025年全球锂电产业链分布图 I C C S I N O 分布图内容 分布图领取 ▼ 会议详情 END 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） 从覆盖行业角度，本分布图细致入微地描绘了全球锂电产业从原材料、四大主材、电池制造到终端应用的全链条 生态。从覆盖地域角度，本分布图包含中国、北美、欧洲、日韩东南亚四大锂电产业主要聚集区。 分布图领取资格 转发本文到朋友圈 ，添加小编免费领取， 13248122922 （微信同）。 分布图快递详情 正在按照登记顺序，依次派发中...... ...

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 下游需求强劲，锂电排产超预期 动力电池迎来新的需求高点 。 2025 年上半年全球新能源汽车销量约 946.9 万辆，同比增长 31.8% 。 其中中国市场增长率为 38.4% ，市场份额 63.2% ；中国以外市场增长率为 21.9% ，市场份额 36.8% ；其中欧洲市场增长率为 28.3% ，北美市场则出现下降，增长率为 -0.7% 。下半年的成都车展及明年 年初的新车型的上市直接拉动动力电池需求的增加，预计下半年全球新能源汽车销量将超过 1200 万辆。 根据ICC鑫椤锂电数据库预测，未来三个月六氟仍将处于供应紧平衡状态，在供需双方博弈之下，六氟磷 酸锂仍有一定的上涨空间， 预计未来将突破 6 万元 / 吨。 多氟多下半年出货再创新高，盈利水平修复 头部储能厂保持基本保持满产状态 。 从国内大储，到海外大储，再到海外家储，乃至 AIDC 储能，都需 求猛增。 2025 年 上半年 全球电池储能系统装机总量达 86.7GWh ，同比增长 54% 。 部分头部储能电 池厂产能不足，向腰尾部企业的 ...

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：锂电派 北京时间9月8日， 据路透社今日报道，中国电池制造商宁德时代在匈牙利的工厂预计将于 2026 年年初 开始生产，该公司欧洲区总经理表示，公司正将目光投向该地区寻求增长。 宁德时代在匈牙利东部的德布勒森市投资了 73 亿欧元 （注：现汇率约合 609.41 亿元人民币），旨在 为宝马、 Stellantis和大众汽车等汽车制造商扩大欧洲的电池生产。 报道称，新工厂的规模将远超宁德时代在德国图林根州现有的欧洲电池生产设施， 计划年产能为 100 吉 瓦时，拥有 9000 名员工 。 宁德时代欧洲区总经理沈琦告诉路透社，该公司目前的目标是在" 今年年底或明年年初，也就是未来四到 五个月内 "在德布勒森投产。 会议详情： 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 ...