Core Viewpoint - The article emphasizes the urgent need for the manganese industry to overcome resource bottlenecks, accelerate technological innovation, and build a green circular industrial system in response to profound changes in the energy sector and intense competition in the materials industry [1][11]. Group 1: Industry Insights - The National Manganese Industry High-Quality Development Conference was held on August 28, focusing on the future direction of the manganese industry [1]. - Longyang County is recognized as a significant manganese resource area in China, highlighting its importance in the national manganese industry landscape [3]. - The future development of manganese mining in China will focus on breakthroughs in low-grade ore utilization and exploration in potential areas such as Xiangdong, Chuanxi, and Hebei over the next 10-15 years [3]. Group 2: Technological Developments - Manganese-based cathode materials are identified as a crucial direction for future battery development, necessitating collaboration between industry, academia, and research to expand their application in power and energy storage batteries [3]. - The advantages of manganese-based materials include safety, low-temperature performance, and high cost-effectiveness, making them a new trend in the power battery industry [4]. - The global first manganese-based semi-solid-state battery was launched by SAIC on August 5, 2025, showcasing the potential of manganese-based batteries in various applications [4]. Group 3: Environmental Solutions - The treatment of manganese slag, a solid waste from electrolytic manganese production, poses a significant challenge for sustainable development in the manganese industry [7]. - A comprehensive solution for harmless treatment of manganese slag includes multiple processes such as multi-stage countercurrent washing and chemical stabilization techniques [7]. Group 4: Collaborative Discussions - A roundtable discussion featured industry leaders discussing breakthroughs in technological bottlenecks and market trends, fostering a consensus on development strategies [9]. - The conference served as a high-level platform for industry professionals to exchange ideas, igniting enthusiasm for technological innovation and resource optimization [11]. Group 5: Future Outlook - The successful conclusion of the conference marks a new development stage for the manganese-based new energy industry, with leading companies like Anhui Boshik High-Tech setting benchmarks for enhancing battery performance and expanding application fields [11]. - As technologies mature and commercialization accelerates, manganese-based batteries are expected to play a significant role in the green energy revolution, particularly in new energy vehicles and energy storage systems [11].

Core Viewpoint - The article provides a comprehensive overview of various types of batteries, their characteristics, and applications, highlighting the importance of understanding battery technology in the context of energy storage and usage. Group 1: Types of Batteries - Alkaline batteries, lithium batteries, lead-acid batteries, and nickel-cadmium batteries are among the most common types of batteries used in various applications [1][49]. - Lithium-ion batteries are noted for their high energy density and are widely used in consumer electronics and electric vehicles [49]. - Lead-acid batteries are commonly used in automotive applications and are known for their reliability and cost-effectiveness [49]. Group 2: Battery Characteristics - Energy density is a critical measure, indicating how much energy can be stored per unit volume or weight, which is essential for evaluating battery performance [37][39]. - Self-discharge rates vary among battery types, affecting their shelf life and usability [41]. - The nominal voltage of batteries is specified by manufacturers and is crucial for ensuring compatibility with devices [25][49]. Group 3: Battery Applications - Different battery types are suited for specific applications, such as lead-acid batteries for automotive use and lithium batteries for portable electronics [49]. - Environmental protection batteries are designed to minimize ecological impact, reflecting a growing trend towards sustainability in battery technology [49]. Group 4: Testing and Performance Metrics - Various tests, such as cycle life tests and charge acceptance tests, are essential for assessing battery performance and longevity [10][30]. - The depth of discharge (DOD) is a significant factor in determining battery life and efficiency [44].

Core Viewpoint - The article discusses a significant breakthrough by Shenzhen Xinzhou Technology Co., Ltd. in the field of high-voltage lithium batteries, specifically the development of an innovative electrolyte additive (CBS) that enhances battery performance and safety under high voltage conditions [1][21]. Group 1: Innovation and Mechanism - The CBS additive is designed to address challenges associated with high-voltage operation, such as lattice oxygen loss and metal ion dissolution, which can lead to battery capacity degradation [2][4]. - CBS combines the structural advantages of carbonate and sulfate, creating a hybrid molecule that forms a stable SEI (Solid Electrolyte Interphase) and CEI (Cathode Electrolyte Interphase) to enhance battery performance [2][4]. Group 2: Performance Improvements - The use of CBS in NCM613 pouch batteries shows a capacity retention rate of 94% after 600 cycles at 25°C and 90% after 1000 cycles at 45°C, significantly outperforming the baseline electrolyte [7]. - In high-temperature storage tests at 60°C, batteries with CBS maintained a capacity retention of 90% after 30 days, with only 3% volume expansion, compared to just 13% capacity retention and 34% expansion for the baseline electrolyte [8]. - Safety tests indicate that the decomposition temperature of SEI formed with CBS increased from 124.89°C to 139.98°C, and CEI decomposition temperature rose from 93.11°C to 121.42°C, reducing the risk of thermal runaway [9]. Group 3: Versatility and Market Potential - CBS is not limited to the NCM system; it also shows excellent performance in other battery chemistries, such as LiCoO₂ and LiMn₀.₆Fe₀.₄PO₄, demonstrating strong capacity retention across various temperature conditions [16][17]. - The technology has garnered attention from leading industry players, indicating its potential for widespread application and commercial value in the electrolyte materials sector [22]. Group 4: Research and Development Strength - Xinzhou has invested heavily in R&D, with a team of nearly 1,000 and an annual investment exceeding 400 million yuan, ensuring a robust foundation for technological breakthroughs [23]. - The CBS additive's development is a result of collaboration with Southern University of Science and Technology, highlighting the importance of industry-academia partnerships in driving innovation [25].

Core Viewpoint - The new national standard for electric bicycles (GB 17761—2024) has been implemented, focusing on lithium battery regulations to enhance safety and performance [1][2]. Group 1: New Regulations - The maximum weight for lithium battery electric bicycles is set at 55 kg, while lead-acid battery models have increased from 55 kg to 63 kg to balance range and safety [1]. - Lithium-ion batteries and chargers for electric bicycles are now subject to 3C certification, ensuring compliance with safety standards before market release [1]. Group 2: Compliance Timeline - From September 1, 2025, electric bicycles not meeting the new standards and lacking CCC certification cannot be produced or sold [2]. - Electric bicycles that comply with the old standard (GB 17761—2018) and have the corresponding certification can still be sold until November 30, 2025, if produced or imported before August 31, 2025 [2]. - Starting December 1, 2025, the sale of electric bicycles that do not meet the new standards will be prohibited [2]. Group 3: Industry Impact - China has approximately 380 million electric bicycles, with around 20% equipped with lithium batteries, indicating a significant market for compliance and upgrades [2].

Core Viewpoint - Nanbaichuan New Energy Co., Ltd. has received approval for its IPO on the ChiNext board, focusing on thermal management products for electric vehicle batteries and energy storage systems, with a planned fundraising of 729 million yuan [1][3]. Company Overview - Nanbaichuan specializes in the research, production, and sales of thermal management products for new energy vehicle batteries, fuel vehicle power systems, and energy storage batteries, including battery liquid cooling plates and engine radiators [3][4]. - The company has established itself as a supplier for leading domestic new energy power equipment manufacturers, including CATL and Sungrow [3]. Financial Highlights - The planned fundraising of 729 million yuan will be allocated to main business-related projects and working capital [3]. - Revenue from Nanbaichuan for the years 2022 to 2024 is projected to be 1.031 billion yuan, 1.136 billion yuan, and 1.437 billion yuan, respectively, with net profits of 111 million yuan, 89.26 million yuan, and 88.04 million yuan [5][6]. - The company has shown a significant reliance on CATL, with sales to CATL accounting for 53.73%, 48.94%, 48.21%, and 44.39% of total revenue over the past four years [5]. Product Segmentation - In the first quarter of 2025, the revenue breakdown shows that battery liquid cooling plates accounted for 92.27% of total revenue, while fuel vehicle thermal management components made up 7.27% [7]. - The energy storage sector has seen rapid growth, with revenues of 36.40 million yuan in 2022, 114.24 million yuan in 2023, and 337.27 million yuan in 2024, representing a significant increase in market share [6][7]. Shareholding Structure - As of the signing of the prospectus, key shareholders include Chen Rongxian, holding 24.96% of the total shares, and Chen Chaopeng, holding 5.18% [7].

Core Viewpoint - The article highlights the significant progress of the lithium carbonate purification project by Zijin Lithium Yuan Materials Technology Co., which is expected to commence production by the end of September 2023 and aims to enhance the company's position in the new energy materials sector [1]. Group 1: Project Progress - The construction of the rough carbon purification project is advancing smoothly, with the main steel structure, wall, and roof installations completed [1]. - The auxiliary building's decoration work is 75% finished, and internal renovations are ongoing [1]. - The structural foundation for the raw material workshop and finished product warehouse is 90% complete, laying a solid foundation for future construction [1]. Group 2: Project Scale and Financials - The project is designed to produce 25,000 tons of battery-grade lithium carbonate annually [1]. - Upon reaching full production capacity, the project is expected to generate an annual revenue of 1.9 billion yuan [1]. - This initiative represents an important strategic move for Zijin Mining Group in the new energy materials field [1]. Group 3: Production Technology - The project utilizes an advanced and environmentally friendly "carbonization + resin removal" process [1]. - It leverages lithium carbonate resources from Zijin Mining's 3Q salt lake in Argentina and other industrial-grade lithium carbonate sources to produce high-quality battery-grade lithium carbonate [1]. - The products will primarily be used in the company's self-produced lithium iron phosphate products, enhancing product consistency and qualification rates [1].

分布图领取资格 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 分布图尺寸：1.5米X1米 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。 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） 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...... 分布图领取 ▼ 会议详情 ...

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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：国轩高科 8 月 29 日晚，锂电头部公司国轩高科（ 002074.SZ ）发布 2025 半年报，净利润和经营现金流等核心经营指标增 幅亮眼，动力电池市占率持续提升，国际化战略稳步推进。 现金流方面，公司上半年经营活动现金流净流入 3.25 亿元，同比大涨 80.35% ，体现出较强的自身造血能力和财务 韧性。 公司继续扩大优质产能，以更好满足市场和客户需求，据公告， 拟在南京市投资建设江苏国轩 20GWh 新型锂离子电 池智造基地，在芜湖市建设芜湖国轩 20GWh 新能源电池基地。 盈利能力大幅提高 Q2 单季营收首破百亿 中报显示 ， 报告期内国轩高科 实现营业收入 193.94 亿元， 同比 增长 15.48% ， 其中 Q2 收入为 103.38 亿元， 是公司历史上 Q2 首次突破百亿收入大关。 上半年，公司实现归母净利润 3.67 亿元， 同比 增长 35.22% ，当期扣非净利同比增长 48.53% ，盈利能力大幅提 高。 值得一提的是， 这是 自 2021 年以来， 国轩高科的营业收入和归母 ...

Group 1 - Tianqi Materials reported a revenue of 7.03 billion yuan for the first half of 2025, a year-on-year increase of 28.97% [2][3] - The net profit attributable to shareholders was 268 million yuan, up 12.79% year-on-year, while the net profit excluding non-recurring items was 235 million yuan, reflecting a growth of 26.01% [2][3] - Basic earnings per share increased to 0.14 yuan, a rise of 16.67% compared to the previous year [3] Group 2 - New Zobang achieved a revenue of 4.25 billion yuan, marking an 18.58% increase year-on-year, with a net profit of 484 million yuan, up 16.36% [5][6] - The net profit excluding non-recurring items was 466 million yuan, showing an 8.16% increase [5][6] - Basic earnings per share rose to 0.64 yuan, a 16.36% increase from the previous year [6] Group 3 - Ruida New Materials reported a revenue of 975 million yuan, a decline of 7.36% year-on-year, with a net profit of 82 million yuan, down 24.19% [7][8] - The net profit excluding non-recurring items was 79 million yuan, reflecting a decrease of 27.57% [7][8] - The company experienced a negative cash flow from operating activities of 80 million yuan [8] Group 4 - Yongtai Technology reported a revenue of 2.61 billion yuan, a year-on-year increase of 21.97%, with a net profit of 59 million yuan, up 56.17% [10][11] - The net profit excluding non-recurring items was 23 million yuan, down 15.08% [10][11] - Basic earnings per share increased to 0.06 yuan, a 50% rise compared to the previous year [11] Group 5 - Shida Shenghua reported a revenue of 3.01 billion yuan, a year-on-year increase of 14.87%, but a net loss of 56 million yuan, a decline of 248.03% [13][14] - The net loss excluding non-recurring items was 57 million yuan, down 282.11% [13][14] - The company reported a positive cash flow from operating activities of 90 million yuan [14] Group 6 - Duofluor reported a revenue of 4.33 billion yuan, a decline of 6.65% year-on-year, with a net profit of 51 million yuan, down 16.55% [15][16] - The net profit excluding non-recurring items was a loss of 4.81 million yuan, reflecting a decrease of 179.71% [15][16] - Basic earnings per share decreased to 0.0441 yuan, down 15.19% [16] Group 7 - Tianji Co. reported a revenue of 1.07 billion yuan, a year-on-year increase of 19.16%, but a net loss of 52 million yuan, an improvement of 59% compared to the previous year [18][19] - The net loss excluding non-recurring items was 56 million yuan, down 56.04% [18][19] - The company reported a negative cash flow from operating activities of 131 million yuan [19] Group 8 - Huayu Pharmaceutical reported a revenue of 882 million yuan, a decline of 1.73% year-on-year, with a net loss of 5.81 million yuan, a decline of 116.23% [21][22] - The net loss excluding non-recurring items was 21.59 million yuan, down 247.06% [21][22] - The company reported a negative cash flow from operating activities of 169 million yuan [22] Group 9 - Haike New Source reported a revenue of 2.32 billion yuan, a year-on-year increase of 27.92%, but a net loss of 42 million yuan, an improvement of 61.21% [23][24] - The net loss excluding non-recurring items was 49 million yuan, down 56.57% [23][24] - The company reported a negative cash flow from operating activities of 248 million yuan [24] Group 10 - Hualu Hengsheng reported a revenue of 15.76 billion yuan, a decline of 7.14% year-on-year, with a net profit of 1.57 billion yuan, down 29.47% [26][27] - The net profit excluding non-recurring items was 1.56 billion yuan, reflecting a decrease of 30.29% [26][27] - Basic earnings per share decreased to 0.739 yuan, down 29.48% [27] Group 11 - Huasheng Lithium reported a revenue of 349 million yuan, a year-on-year increase of 72.02%, but a net loss of 72 million yuan [29] - The net profit excluding non-recurring items was a loss of 78 million yuan [29] - The company reported a negative cash flow from operating activities of 183 million yuan [29] Group 12 - Fuxiang Pharmaceutical reported a revenue of 514 million yuan, a decline of 24.58% year-on-year, with a net loss of 6.91 million yuan, an increase of 69.23% [31][32] - The net loss excluding non-recurring items was 32 million yuan, reflecting a decrease of 34.91% [31][32] - The company reported a negative cash flow from operating activities of 10 million yuan [32] Group 13 - Furui Co. reported a revenue of 2.59 billion yuan, a decline of 3.03% year-on-year, but a net profit of 246 million yuan, an increase of 10.92% [34][35] - The net profit excluding non-recurring items was 250 million yuan, reflecting a growth of 15.71% [34][35] - The company reported a positive cash flow from operating activities of 447 million yuan [35] Group 14 - The overall performance of companies in the electrolyte and raw material sector has been poor, with most companies reporting unsatisfactory financial results [36] - Except for Tianqi and New Zobang, other companies in the electrolyte sector have shown average performance [36] - Companies in the lithium hexafluorophosphate sector have reported significant losses, with net profits declining across the board [36]