-广告- 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~ 2026锂电关键材料及应用市场高峰论坛 会议背景 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（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市场高峰论坛 。本届论坛将聚焦三大核心议题： 一：前沿技术及市场供需深度研讨 会议设置"锂电关键材料主论坛"、"动力电池用关键材料分论坛"和"储能电池用关键材料分论坛"三大专 题论坛，邀请专家 ...

Group 1 - LG Energy Solution (LGES) is selling a plant and related assets in Ohio to Honda's subsidiary for $2.86 billion, excluding land and equipment, to enhance operational efficiency of their joint venture [1] - Honda and LGES previously announced a $4.4 billion investment to build a joint battery factory in Ohio, with production expected to start next year [1] - A spokesperson from Honda stated that acquiring these assets will support long-term investments in the battery sector, allowing flexibility to meet various battery demands, including for electric and hybrid vehicles [1] Group 2 - Ford announced a $19.5 billion asset impairment charge and plans to cut several electric vehicle models, following the termination of a battery supply agreement with LGES worth approximately 9.6 trillion KRW [2] - Another Korean battery manufacturer, SK On, has also terminated its joint project with Ford in the U.S., while other Korean companies are shifting production lines to focus on energy storage systems for data centers [2]

Industry Overview - In the first eleven months, the production and sales of new energy vehicles reached 14.907 million and 14.78 million units, respectively, with year-on-year growth of 31.4% and 31.2%, accounting for 47.5% of total automobile sales [1] - Domestic sales of new energy vehicles reached 12.466 million units, a year-on-year increase of 23.2%, with passenger vehicles at 11.715 million units (up 21.3%) and commercial vehicles at 750,000 units (up 62.4%) [1] - The cumulative installed capacity of domestic power batteries reached 671.5 GWh, with a year-on-year growth of 42.0% [1] Battery Production and Sales - The cumulative installed capacity of ternary batteries was 125.9 GWh, accounting for 18.8% of total installations, with a year-on-year growth of 1.0% [1] - Phosphate iron lithium batteries reached 545.5 GWh, making up 81.2% of total installations, with a year-on-year increase of 56.7% [1] Lithium Supply Agreements - Shengxin Lithium Energy signed a framework agreement with Zhongchuang Xinhang to supply 200,000 tons of lithium salt products from 2026 to 2030, which is expected to positively impact the company's future performance [2] Nickel Market Changes - Indonesia plans to significantly reduce nickel ore production in 2026, limiting mining quotas to 250 million tons, a 34% decrease from the 379 million tons target for 2025, raising concerns about potential market tightening [3] Phosphate Iron Lithium Production Expansion - Longpan Technology plans to increase its phosphate iron lithium production capacity from 62,500 tons/year to 100,000 tons/year in its third phase of construction [5] Electronic Cigarette Exports - In November, China's electronic cigarette exports amounted to approximately $1.096 billion, reflecting a year-on-year growth of 17.88% [6] Lithium Carbonate Price Trends - Domestic lithium carbonate prices continued to rise, with futures prices reaching 124,800 yuan/ton and spot prices at 106,000 yuan/ton [7] - The price of battery-grade lithium carbonate is currently between 106,000 and 110,000 yuan/ton [8] Phosphate Iron Lithium Price Trends - The price of phosphate iron lithium has increased, influenced by rising prices of phosphate iron and lithium carbonate, with current prices for power-type phosphate iron lithium at 40,100 to 41,500 yuan/ton [10][11] Energy Storage Market - The domestic energy storage battery market remains stable, with significant orders expected in the coming years, as evidenced by partnerships between major companies like CATL and various energy firms [19]

12月25日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 108000 元 /吨 ，较上一工作日 上涨 1500 元 /吨 ；电池级氢氧化锂（56.5%粗颗粒）结算指导价格为 90600 元 /吨 ，较上一工作日 上 涨 2000 元 /吨 。临近年底，许多商家已暂停报价，部分正极材料企业反映采购困难。 期货方面， 12月25日，碳酸锂期货行情高位盘整，主力合约价格为 123520 元 /吨 ， 较上一交易 日 下跌 1200 元 /吨 。 同时，受广期所限仓政策影响，持仓量降幅继续扩大。 ICC锂电结算指导价： 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： 广期所 ： 自2025年12月26日交易时起，碳酸锂期货LC2601至LC2612合约的交易指令每次最 小下单数量中的每次最小开仓下单数量由1手调整为5手、每次最小平仓下单数量维持1手。同 时，非期货公司会员或者客户在碳酸锂期货LC2601至LC2605合约上单日开仓量分别不得超过 400手，在碳酸锂期货LC2606至LC2612合约上单日开仓量分别不得 ...

思源电气专注于电力领域的技术研发、设备制造及工程服务，积极推动能源行业的数字化转型。 此次宁德时代与思源电气签署合作备忘录，是双方继2022年建立合作以来的一次战略性深化与 全新探索，进一步强化了双方在储能产业链中的协同深度，同时也为行业探索出一条更稳健、更 高效、更可持续的生态合作新模式，以实际行动助力国家"双碳"目标达成与新型能源体系建设。 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：宁德时代 近日，宁德时代与思源电气签署为期三年的储能合作备忘录，目标合作电量50GWh。双方将基 于各自传统优势领域，推广储能市场化双采模式，共同提升产业链协同效率，助力储能行业高质 量发展。宁德时代零碳能源事业部中国区副总经理李越、思源清能副总经理李小兵代表双方签署 协议，宁德时代董事长兼CEO曾毓群与思源电气董事长董增平共同见证签约。 未来三年，双方将围绕储能系统、输配电等配套设备，实现产业链上下游的双向协同。 在此基础 上，双方还将加强技术交流与项目合作，持续优化整体解决方案能力，提升项目交付效率与可靠 性，加速储能系统在新型电力网络中的规模化应用。 预订电话： ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle 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 Predictions - 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 notable 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 Details - 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 summit 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 10 Lithium Material Brands of 2025," evaluated based on shipment volume, market share, and customer reputation [6]. 3. B2B procurement matching to connect top battery manufacturers and material suppliers, enhancing resource matching and reducing 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 developments in high-performance electrolytes and composite materials [9][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~ 本文来源：综合整理、 封面：图虫创意 据外媒报道： 韩国锂离子电池电解液解决方案制造商Enchem已与全球最大电池制造商CATL签署为期五年的供应协议，计划在2026年至2030年间交付总计35万吨电 解液。 该合同于6月23日获得Enchem董事会批准，正式签署仪式定于6月24日举行。 该交易涵盖了宁德的中国业务，按当前价格估值约为1.5万亿韩元，相当于Enchem 2024年合并销售额的四倍以上。年供应量7万吨超过了Enchem 2023年的电解液总 出货量，更成为该公司成立以来最大规模的单一客户订单。 尽管韩国电池公司难以进入中国市场，Enchem为宁德尔国内中国生产供应电解液的合同意义重大。Enchem称，其计划在供应中国业务的基础上，进一步将供应范 围扩大至宁德时代在欧洲、美国、东南亚等全球新增产基地。 Enchem预计该合同将在2026年第二季度带来超过3000亿韩元的额外年收入，同时欧洲、北美和东南亚仍有进一步的增长机会。公司目标是在2030年前成为全球电解 质市场的领导者，得益于扩大的产能和先进的高性能 ...

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 12 月24日，龙蟠科技召开董事会，审议通过了《关于变更部分募集资金投资项目建设内容的议案》，同 意公司将" 新能源汽车动力与储能电池正极材料规模化生产项目" 三期产能由6.25万吨/年提升至10万 吨/年 ，并同意提请股东会授权经营管理层全权办理与本次变更相关的事项。 预订电话：18964001371（微信同） 从建设进度来看，该募投项目分三期在四川遂宁推进， 一期2.5万吨/年、二期6.25万吨/年产能已顺利投 产 ，三期产能原为6.25万吨/年，同时 龙蟠科技 董事会、监事会在今年3月审议通过相关议案， 同意将 该项目达到预定可使用状态的时间由原定2025年5月延长至2026年5月。 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 鑫椤会议： 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(微信同） END ...

Market Overview - On December 24, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) was 106,500 CNY/ton, an increase of 1,500 CNY/ton from the previous working day [1] - The settlement guidance price for battery-grade lithium hydroxide (56.5% coarse particles) was 88,600 CNY/ton, up by 1,000 CNY/ton from the previous working day [1] - The futures market saw lithium carbonate prices rise significantly, with the main contract closing at 124,720 CNY/ton, an increase of 4,360 CNY/ton from the previous trading day [1] Price Trends - The ICC lithium battery settlement guidance prices showed the following changes: - Lithium concentrate increased from 1,360 CNY/ton to 1,380 CNY/ton, a rise of 20 CNY [2] - Battery-grade lithium carbonate rose from 10.5 CNY/kg to 10.65 CNY/kg, an increase of 0.15 CNY [2] - Lithium hydroxide increased from 8.76 CNY/kg to 8.86 CNY/kg, up by 0.1 CNY [2] - Lithium iron phosphate rose from 4.06 CNY/kg to 4.08 CNY/kg, an increase of 0.02 CNY [2] - Ternary materials increased from 16.9 CNY/kg to 16.95 CNY/kg, up by 0.05 CNY [2] Industry Sentiment - Approximately 60% of companies, including lithium mines, battery, and energy storage enterprises, believe that cost transmission will be challenging despite recent price increases in energy storage batteries [5] Supply and Demand Dynamics - The recent surge in lithium carbonate prices is attributed to multiple favorable factors, including an 8% month-on-month decrease in lithium carbonate imports in November and a 10% reduction in Chile's exports to China in the same month [8] - The shipping volume of lithium ore from Esperance Port in Australia in December was 91,500 tons, approximately doubling from the previous month [8] - Although lithium battery production is expected to decline in January, the decrease is less than anticipated, and recent bidding prices in the energy storage sector have slightly increased, alleviating some cost pressure [9]

2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 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（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 -广告- 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~ 会议议题 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市 ...