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 "dual increase in volume and price + technological leap" pattern [3]. Group 1: Market Outlook - By 2025, global lithium battery production is expected to reach 2250 GWh, with a growth rate of 30% in 2026, and the energy storage sector projected to grow 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 stable and efficient supply chain to capitalize on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Battery 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: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the release of the authoritative 2025 lithium battery brand rankings, and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Participants - The main forum will cover lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery key electrolyte materials, and high-performance in-situ polymer electrolytes [9]. - Notable participants include Tianqi Lithium Corporation, Liyang Zhongke Solid Energy New Technology Co., and various leading battery manufacturers and material suppliers [9][10]. Group 4: Participation and Sponsorship - The participation fee is set at 2800 yuan per person, with limited free attendance available for the first 200 registrants [16]. - Sponsorship opportunities are available for companies interested in participating in the event [16].

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：研一新材料 引言：抢占下一代能源革命的制高点 随 着全球能源结构向清洁化、高效化持续转型，固态电池以其高能量密度、本质安全和更长循环寿命，被视为下一代动力电池的终极解决方案。硫化物固 态电解质以其极高的离子电导率和良好的综合性能成为固态电池的首选，然而作为硫化物固态电解质的关键原材料，硫化锂（Li2S）的产品品质、成本控 制以及规模化供应能力，仍是当前制约固态电池实现商业化应用的核心瓶颈。 这一局面近日迎来重大突破。深圳市研一新材料有限责任公司（以下简称：研一新材料）国内首条年产500吨高端硫化锂产线正式投产，上述瓶颈已被成功 突破。该产线产品关键指标达到国际领先水平，完全满足高端固态电池材料严苛要求。此举无疑为固态电池的产业化进程按下了"加速键"。研一新材料长 期致力于硫化锂材料的研发，据悉其量产工艺为该公司的第三代工艺。 -广告- 核心价值：重新定义硫化锂 行业 标准 一、优势升级 : 实现高性能与低成本的完美平衡 技术 优势 ， 颠覆行业 纯度突破 ： 纯度 >99.9% ， 金属 杂质 总量 <50p ...

Core Viewpoint - The article discusses the strategic partnership between Hubei Xingshun New Materials Co., Ltd., a wholly-owned subsidiary of Xingshan Group, and Qinghai Fudi Industrial Co., Ltd., focusing on a two-year contract for lithium iron phosphate processing, marking a significant shift for Xingshan Group towards the new energy materials sector [2][4]. Group 1 - The agreement allows Qinghai Fudi to commission Xingshun New Materials to process up to 80,000 tons per year of lithium iron phosphate products [4]. - Qinghai Fudi is a wholly-owned subsidiary of BYD's Fudi Battery Co., Ltd., indicating a strong connection to a major player in the electric vehicle battery market [4]. - The partnership utilizes a unique "entrusted processing" model, which is characterized as a light asset, low-risk, and fast turnover business model, contrasting with traditional heavy asset models [4]. Group 2 - Under this model, BYD (through Qinghai Fudi) will supply the core raw materials needed for lithium iron phosphate production and will also purchase the final products, while paying a fixed processing fee to Xingshun [4]. - This arrangement allows Xingshun Group to primarily contribute its production facilities, technical processes, and operational management capabilities, minimizing its capital expenditure and risk [4].

Core Viewpoint - The company Minguan New Materials Co., Ltd. has announced a second delay in the construction project of its aluminum-plastic film production, pushing the expected operational date from December 31, 2025, to December 31, 2027, resulting in a total delay of three and a half years from the original plan [1][2]. Group 1 - The project has seen no capital investment since the fundraising was completed in 2022, maintaining a 0% investment progress [2]. - The delay is attributed to cautious considerations of the industry environment and the company's capacity planning, with the global demand for aluminum-plastic film in lithium batteries expected to exceed 300 million square meters by 2025, but market growth and import substitution not meeting expectations [3]. - The company has upgraded its existing production line from an annual capacity of 10 million square meters to 30 million square meters, with total capacity expected to exceed 35 million square meters by January 2026, which will adequately meet customer order demands for 2025-2026 [3]. Group 2 - To avoid overcapacity and asset idleness, the company plans to adopt a "phased construction" approach during the delay period, advancing partial capacity construction based on market order conditions to enhance the efficiency of capital utilization [3].

-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~ 本文来源：鑫椤锂电 行业热点新闻 普涨30%，隔膜第二 波涨价 潮强势来袭！ 碳酸锂12月04日最新价格： 近日， 隔膜企业星源材料质宣布其湿法隔膜产品售价进行调整，上调幅度为30%， 由于涨价函的涨价幅 度较大，引起了市场的高度关注。随着"涨价函"事件在行业内进一步发酵，其余的湿法隔膜厂商也开始同 步跟进，拟对下游电池厂商进行新一轮的涨价，目前第二轮涨价仍然在持续落地过程中。 龙蟠科技与欣旺达泰国子公司签署45-55亿元磷酸铁锂长单 12月2日，龙蟠科技发布公告，公司控股孙公司锂源（亚太）与欣旺达泰国子公司Sunwoda签署《长期采 购协议》。根据协议约定，2026年至2030年间，锂源（亚太） 将向Sunwoda供应磷酸铁锂正极材料合 计10.68万吨，合同总金额预计在45亿至55亿元之间。 诺德股份获中创新航三年超37万吨铜箔大单 12月1日，诺德股份的全资孙公司深圳百嘉达新能源材料有限公司，与动力电池企业中创新航科技集团股 份有限公司正式签署《2026-2028年保供框架协议》。根据协议， 2026年 ...

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） 同时，公司自研的先进高真空蒸发镀膜设备为复合铝箔的高品质制造提供了核心装备支撑。 随着电池性能要求不断提升，诺德股份进一步推出多孔复合铝箔，面向下一代电池技术需求进行前瞻布 局。该产品在固态电池体系中表现出优良的适配性，目前已获得多家终端客户认可，为电池前沿技术迭 代提供材料基础。 鑫椤会议： 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 近日， 诺德股份复合铝箔产品完成首批海外订单交付，并推出多孔复合铝箔新品， 面向固态电池等下 一代技术应用，进一步拓宽产品矩阵。 为加速推进新能源材料技术迭代与全球化布局，诺德股份自主研发的复合铝箔产品近日成功完成首批海 外订单交付，标志着产品性能获国际市场认可，并正式步入规模化量产阶段，为公司进军全球高端电池 材料市场奠定坚实基础。 鑫椤报告预售： 2025-2029年中国三元材料运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂运行趋势及竞争策略研究报告 2025-202 ...

诺德股份已服务全球200余家客户， 包括宁德时代、比亚迪、中创新航、LG新能源、SK On等国内外大型锂电企业。 产能方面 ，诺德股份现有铜箔年产能达14万吨；出海产能布局3万吨/年（欧洲）；公司规划至2030年，全球总产能规模 实现年产30万吨，涵盖各类锂电铜箔和高端电子电路铜箔。 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：鑫椤锂电整理 近日，诺德股份全资孙公司深圳百嘉达新能源材料有限公司（以下简称"百嘉达"）与中创新航科技集团股份有限公司（以 下简称"中创新航"）签订了《2026-2028年保供框架协议》。 基于双方长期稳定的战略合作，为保证百嘉达铜箔产品的 供应稳定， 百嘉达承诺2026-2028年向中创新航供应铜箔产品37.3万吨。 根据协议，百嘉达承诺2026 -2028年按下表计划向中创新航交付铜箔产品，并按承诺的供应量准备好人、机、料等资 源，若遇产能紧张情况，百嘉达将优先保障中创新航的供应需求。 | 年份 | 2026年 | 2027年 | 2028年 | | --- | --- | --- | --- | | 保供量(万吨) | 5 ...

Group 1 - The core viewpoint of the article highlights that LG Energy is expanding its energy storage system (ESS) battery production capacity in North America due to a surge in demand in the region [1] - The company plans to achieve a total production capacity of 50 GWh, significantly exceeding its initial target of 30 GWh [1] - Approximately 80% of the total 50 GWh capacity will be produced and sold in North America [1]

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：鑫椤锂电回收与利用 近日，乐山鑫能新材料科技有限责任公司正式对外发布了《 乐山鑫能新材料科技有限责任公司年产 40 万 吨正极材料项 目 》的环境影响评价第一次公示。 项目名称： 乐山鑫能新材料科技有限责任公司年产40万吨正极材料项目； 建设单位： 乐山鑫能新材料科技有限责任公司； 建设内容： 项目总占地约308亩， 建设规模为年产40万吨磷酸铁锂正极材料， 主要包含二座生产厂房和 配套的公用工程及办公楼、质检研发楼等辅助设施，其中新建厂房等建筑面积约138349．65平方米，购 置安装辊道窑、喷雾干燥、研磨机、气流磨、自动包装机等主要设备1500余台（套），新建生产线12 条。项目分二阶段实施，第一阶段建设20万吨/年车间A，配套建设20万吨公辅单元及办公楼、质检研发 楼；第二阶段建设20万吨/年车间B及配套公辅单元。 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） 鑫椤报告预售： 2025-2029年中国三元材料运行 ...

Core Viewpoint - The article highlights the inauguration of the second phase of the Yichun Guoxuan Battery project, marking a significant step in the company's capacity expansion strategy and the advancement of the battery manufacturing industry in Jiangxi Province [1] Group 1: Project Overview - The total investment for the Yichun Guoxuan Battery second phase project is 5.15 billion yuan, with a planned capacity of 20 GWh for power batteries [1] - The project officially commenced construction in January 2024 and began production in August of the same year [1] - As of now, the L300 production line has completed the delivery of nearly 1.5 million battery cells, indicating a strong market position and accelerated capacity release [1] Group 2: Technological Advancements - The new production line integrates the latest proprietary technology and intelligent manufacturing systems, characterized by high automation, digitalization, and eco-friendliness [1] - The advancements are expected to significantly enhance the supply capacity and product quality of high-performance power batteries [1] Group 3: Strategic Importance - The successful launch of the second phase project is seen as a critical milestone in Guoxuan High-Tech's capacity expansion strategy [1]