Core Viewpoint - The strategic cooperation agreement between Xuyang Group and CATL aims to enhance collaboration in renewable energy investment, new energy storage applications, electric transportation transformation, charging infrastructure layout, and zero-carbon park construction, contributing to the development of a new blueprint for the renewable energy industry [2][3]. Group 1: Strategic Cooperation - Xuyang Group and CATL will work together to explore new models and business formats for the deep integration of chemical and renewable energy industries, aiming to create a national and global benchmark for green, low-carbon, and intelligent innovation in energy and chemicals [3]. - The partnership will leverage Xuyang's expertise in modern green coal coking, basic chemicals, and the entire renewable energy industry chain, alongside CATL's leading position in renewable energy technology research and global market layout [3]. Group 2: Market Position and Innovation - CATL is a global leader in renewable energy innovation, with a market share of 37.9% in power batteries and 40% in energy storage batteries as of 2024, maintaining its position as the top supplier for eight consecutive years in power batteries and four years in energy storage [3]. - The collaboration is expected to create new momentum for the development of the renewable energy industry by exploring new pathways for the new energy transformation of the coke and chemical industries [3]. Group 3: Operational Mechanism - Both parties will establish a long-term and stable strategic partnership, focusing on creating an efficient and pragmatic operational mechanism that penetrates specific operational levels, ensuring collaboration in technology development, market expansion, and industrial ecosystem reshaping [5].

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 公告显示，泰瑞联腾由 瑞泰新材 、 天际股份 全资子公司新泰材料及宁德新能源共同投资10亿元设立。其中， 新 泰材料出资70%，瑞泰新材出资25%，宁德新能源出资5%。 瑞泰新材与泰瑞联腾呈现上下游互补协作格局。瑞泰新材主要从事 电子化学品 以及 有机硅 等化工 新材料 的研 发、生产和销售，现阶段公司经营的主要电子化学品包括锂离子 电池 电解液及其添加剂、 超级电容 器电解液和光 学材料等；泰瑞联腾作为上游核心材料供应商，主要生产六氟磷酸锂， 一期年产1.5万吨六氟磷酸锂项目已于去年 投产。 根据目前产能释放情况及未来发展趋势，泰瑞联腾拟推进并完成二期1.5万吨六氟磷酸锂项目建设。基于上述项目的 资金需求，瑞泰新材拟与新泰材料以货币资金方式向泰瑞联腾增资2亿元。 进固态电池群，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 11月21日晚， 瑞泰新材发布公告称，公司拟与关联方天天际股份的全资子公司新泰材料以货币资金方式向泰瑞联腾 ...

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~ -广告- 11月19日， 欣旺达动力正式宣布与安徽尚飞航空科技有限公司达成合作框架协议。 据了解，尚飞航空成立于2021年，总部位于安徽合肥，核心团队曾主导国内首款固定翼大型货运无人机 研发及适航取证，并参与多款载人飞机设计。 此次合作中， 欣旺达将为尚飞航空核心机型提供定制化电池系统套件，针对eVTOL在山地高海拔、海岛 强风、应急消防等复杂场景下的运行特点，重点突破极端环境下的电源稳定性、续航持久性与安全可靠性 瓶颈。 进固态电池群，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 本文来源：鑫椤锂电整理 此外，双方还计划依托曾成功挑战60~70C高难度技术指标的研发实力，联合开展电池系统与整机的适配 研发、试飞验证及适航取证工作，打造符合航空级标准的电池系统级解决方案。 根据合作规划，双方将建立长期技术协同机制：欣旺达动力充分发挥在电芯、BMS（电池管理系统）、系 统集成等全链条的技术优势，尚飞航空贡献 eVTOL 整机设计与场景适配的实践经验，形 ...

Core Viewpoint - The strategic cooperation agreement between Qitian New Materials and Aoke Co., Ltd. marks a new phase in their collaboration within the new energy materials sector, specifically focusing on lithium battery electrolyte additives derived from ethylene oxide [2][3]. Group 1: Strategic Cooperation Framework - The cooperation aims to enhance core competitiveness in lithium battery new materials through a strong partnership based on mutual benefits and complementary advantages [2]. - A high-level regular visit mechanism will be established to promote strategic cooperation, prioritizing collaboration in sales, technology development, and quality standards [3]. - A procurement agreement will be formed, ensuring Aoke Co., Ltd. acts as the core supplier of vinyl sulfonate (ES) for Qitian New Materials, with a commitment to meet actual demand within production capacity [3]. Group 2: Technical Collaboration - The partnership will focus on enhancing technical exchanges and cooperation in lithium battery electrolyte additives, particularly in the quality control standards of vinyl sulfonate (ES) [3]. - Joint development of new processes and technologies will be prioritized, with specific technical cooperation projects to be formalized through independent agreements [3].

-广告- END 生产线有了技术突破，下一步就是产业化承接落地。在广汽集团， 国内首条大容量全固态电池产线建 成，这在行业内率先具备了60安时以上车规级全固态电池的批量量产条件 。 广汽集团平台技术研究院新能源动力研发负责人 祁宏钟： 现在开发的全固态电池的能量密度比现有的 电池能量密度高了接近一倍。500公里以上续航的车使用之后达到1000公里以上的续航。 计划是2026 年可以进行小批量的装车实验，2027年到2030年期间，可以逐步地进行批量生产。 进固态电池群，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 全固态电池和传统锂离子电池相比，最大的优势在于里面没有任何液体，而是全固态物质，全固态电池 让未来的新能源汽车跑得更远，更加安全。 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~ 记者了解到，"无液"电池的优势，其实源于生产线的两大关键革新。在负极制造环节，传统液态电池 需要经过原浆、涂布、滚压三道独立工序，而干法工艺则直接将原有工序"三合一"，既降低能耗又提 升了效率。 本文来源：央视财经 专 ...

Core Viewpoint - The article highlights significant growth in global battery and related materials production in 2025, indicating a robust expansion in the lithium battery industry and its components, driven by increasing demand for energy storage solutions and electric vehicles [2][3][4][5]. Battery Production - In October 2025, global battery production reached 231.8 GWh, marking a year-on-year increase of 49.1% [2] - From January to October 2025, the cumulative global lithium battery production was 1822.08 GWh, also reflecting a growth of 49.13% [2]. Energy Storage - Global energy storage battery production in October 2025 was 63.6 GWh, showing a year-on-year growth of 62.2% [2] - The cumulative production from January to October 2025 was 469.83 GWh, with a significant increase of 77.17% [2]. Lithium Iron Phosphate (LFP) - In October 2025, global lithium iron phosphate production was 40.21 million tons, up 63.7% year-on-year [2] - The cumulative production from January to October 2025 reached 309.57 million tons, reflecting a growth of 65.21% [2]. Nickel Cobalt Manganese (NCM) Materials - Global NCM material production in October 2025 was 9.58 million tons, with a year-on-year increase of 19.6% [3] - The cumulative production from January to October 2025 was 83.07 million tons, showing a modest growth of 3.9% [3]. Precursor Materials - In October 2025, global NCM precursor production was 9.65 million tons, up 23.2% year-on-year [4] - The cumulative production from January to October 2025 was 83.52 million tons, reflecting a growth of 4.67% [4]. Anode and Electrolyte Production - Global anode material production in October 2025 was 29.21 million tons, with a year-on-year increase of 44.5% [4] - Cumulative production from January to October 2025 reached 237.6 million tons, showing a growth of 37.51% [4]. - Global electrolyte production in October 2025 was 23.22 million tons, marking a year-on-year growth of 37% [4] - The cumulative production from January to October 2025 was 184.46 million tons, reflecting a growth of 41.79% [4]. Separator and Foil Production - Global separator production in October 2025 was 3.268 billion square meters, with a year-on-year increase of 45% [5] - Cumulative production from January to October 2025 was 26.048 billion square meters, showing a growth of 38.09% [5]. - Domestic copper foil production in October 2025 was 93.7 thousand tons, up 18% year-on-year [5] - Cumulative production from January to October 2025 reached 833.2 thousand tons, reflecting a growth of 30.53% [5]. - Domestic aluminum foil production in October 2025 was 56.5 thousand tons, with a significant year-on-year increase of 51% [5] - Cumulative production from January to October 2025 was 424.9 thousand tons, showing a growth of 39.22% [5]. Lithium Carbonate and Hydroxide Production - Domestic lithium carbonate production in October 2025 was 87.4 thousand tons, marking a year-on-year increase of 50.9% [5] - Cumulative production from January to October 2025 reached 734.3 thousand tons, reflecting a growth of 40.42% [5]. - Domestic lithium hydroxide production in October 2025 was 28.1 thousand tons, showing a year-on-year decrease of 5.4% [5] - Cumulative production from January to October 2025 was 281.5 thousand tons, down 6.35% year-on-year [5]. Lithium Recycling - Domestic lithium carbonate recycling production in October 2025 was 6,230 tons, with a year-on-year increase of 11.05% [5] - Cumulative recycling production from January to October 2025 was 56.1 thousand tons, reflecting a year-on-year decrease of 9.07% [5].

Group 1 - The core viewpoint of the article highlights the production statistics of lithium cobalt oxide in October 2025, indicating a significant year-on-year growth of 24.7% and a month-on-month increase of 1.4% [2]

Industry Insights - In October, domestic lithium carbonate demand reached 120,000 tons, an 8% month-on-month increase, while inventory fell below 120,000 tons, indicating a supply-demand reversal [2] - The sentiment in the market is driven by expectations that lithium carbonate prices may exceed 150,000 yuan if demand grows by 30% by 2026, with a projected global lithium resource demand of 1.8 million tons (LCE equivalent) [2] - The lithium carbonate market is experiencing a strong upward trend, with futures prices surpassing 100,000 yuan per ton, supported by a lack of new supply [6] Company Developments - Rongbai Technology has been designated as the first supplier of sodium battery cathode powder for CATL, marking a significant partnership [3] - Wanrun New Energy announced a shift in its fundraising project from a 120,000 tons/year lithium iron phosphate project to a high-voltage lithium iron phosphate project, with completion expected by December 2026 [4] Market Prices - As of November 20, battery-grade lithium carbonate prices range from 92,000 to 94,000 yuan per ton, while industrial-grade prices are between 90,500 and 91,500 yuan per ton [7] - The price of ternary materials has seen a slight increase, driven by rising lithium carbonate prices, with 5-series single crystal materials priced at 155,000 to 160,000 yuan per ton [8] - Phosphate lithium prices have also risen slightly, with power-type phosphate lithium priced at 37,400 to 38,800 yuan per ton [9] Electric Vehicle Market - In October, China's automobile exports reached 666,000 units, a 2.1% month-on-month increase and a 22.9% year-on-year increase, with a cumulative export of 5.616 million units from January to October, up 15.7% year-on-year [16] - The penetration rate of new energy vehicles reached 62.5%, indicating strong market demand [16] Energy Storage Sector - The domestic energy storage market is experiencing robust supply and demand, with new projects being launched in Inner Mongolia and upcoming subsidy policies expected in over ten provinces [17]

Core Viewpoint - The mass production and delivery of the Unified Cell (UC) by Guoxuan High-Tech marks a significant milestone in the strategic partnership with Volkswagen Group and PowerCo, entering a phase of large-scale production after five years of collaboration [2][4][7]. Group 1: Production and Delivery - Guoxuan High-Tech held a mass production delivery ceremony for the UC in Hefei, indicating the commencement of large-scale production for Volkswagen Group [2][3]. - The UC will be supplied to various platforms under Volkswagen Group from 2026 to 2032, featuring high-performance lithium iron phosphate and other standard cells [2][4]. - The standard cell has achieved international advanced levels in energy density, safety performance, and cost control, establishing a complete technical innovation and intelligent manufacturing system [4][5]. Group 2: Strategic Importance - The collaboration between Guoxuan High-Tech, Volkswagen Group, and PowerCo is crucial for Volkswagen's global battery strategy, enabling innovative capabilities across nearly all brands and markets [7][8]. - The standard cell is designed to be a standardized battery solution with high compatibility, integrating efficiency, fast charging, safety, and low-temperature adaptability [5][7]. - Guoxuan High-Tech is positioned as a key pillar in Volkswagen's "Make-and-Buy" battery strategy, supporting the production of lithium iron phosphate standard cells in Hefei and ternary standard cells in Germany [7][8]. Group 3: Future Outlook - The partnership aims to enhance production capacity and deliver high-quality battery products for the future of electric mobility [8][11]. - Guoxuan High-Tech plans to continue advancing technology iterations and ensure the reliability of the standard cells, contributing to the electrification process of Volkswagen [11].

Core Insights - The article highlights a significant decline in lithium concentrate shipments from the Hedland Port, with a reported volume of 110,600 tons in October 2025, marking a 45.39% decrease compared to September, which is the lowest level in the past six months [2]