会议详情： 2025 年 10 月 27 日，远景动力宜昌储能超级工厂正式举行开工仪式。宜昌市委书记熊征宇，市委副书记、市长陈红 辉，远景能源高级副总裁方 翛 ，远景动力中国区总裁赵卫军等出席现场。 远景动力宜昌储能超级工厂规划年产能 40GWh ，覆盖电极、电芯、电池包等锂电池全产业链技术，生产最新一代 700+Ah 储能电池产品，交付全球头部储能客户，预计于 2026 年投产，全部达产后年产值将超百亿元。 赵卫军表示，基地的快速启动离不开宜昌市委市政府等各部门的大力支持。 " 我们将发扬 '板房精神'，刷新'远景速度' ，打造最具竞争力的锂电池全产业链高地，让宜昌从中国 ' 水电之心 ' ，成为全球能源转型的 ' 绿色引擎 ' ，让 ' 宜 昌造 ' 的电池点亮世界。 " 宜昌工厂是远景动力在中部地区的又一关键落子。依托于宜昌 "承东启西"的枢纽优势、充沛的绿色能源供给体系与雄 厚的化工产业基础，项目建成后，将显著提升当地新能源产业集群竞争力，为宜昌打造"全省支点建设先行区"提供坚 实支撑，为全球零碳事业贡献更多中国力量。 作为行业最早量产 300+Ah 、 500+Ah 储能大电芯的企业，远景动力持续定 ...

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 10月23日，天津国安盟固利新材料科技股份有限公司（"盟固利"）与蜂巢能源科技股份有限公司（"蜂巢能源"）在无锡蜂巢能源全球研发创新中心就双方在 锂电领域的合作意向达成一致，蜂巢能源高级副总裁张放南与盟固利董事兼总经理朱武作为代表共同签署了战略合作框架协议，蜂巢能源董事长杨红新与盟固 利董事长钱建林共同见证了本次签约仪式。 蜂巢能源是全球领先的能源互联科技公司， 2025年以来，蜂巢能源以97.1%的同比增速稳居全球增速榜首，装机量已跻身全球前十。盟固利则在中高镍、超 高镍、固态电池相关材料等领域深耕多年，具备较高的研发能力与基础。 本次战略合作，双方将围绕正极材料、前沿技术研发合作、磷酸铁锂及磷酸铁、矿 权及锂盐等方面开展全面深入的合作，达成战略伙伴关系。 相信双方的战略合作将快速地推进现有锂电产品的迭代和升级，高效地打通产业链上下游关键节点，全面准 确地丰富 双方产品线，共同推动全球新能源产业 的发展。 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 ...

Core Viewpoint - The article emphasizes the rapid growth of demand for high-energy-density lithium-ion batteries driven by emerging industries such as electric vehicles and AI, highlighting silicon-based anode materials as a key technology for the next generation of batteries [4]. 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 commercialization of silicon-carbon anode materials is currently concentrated in cost-sensitive sectors like consumer electronics and power tools, with lower penetration in power battery applications [4]. Market Trends - The market for silicon-based anodes is expected to expand significantly, with production projected to reach 25,300 tons by 2028, reflecting a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. - The demand for silicon-based anodes is driven by increasing requirements for fast charging and extended range in electric vehicles [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 industry chain collaboration [5]. - There is a pressing need for technological innovation and ecosystem restructuring to overcome these challenges [5]. Upcoming Event - 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, aiming to gather experts and industry representatives to discuss technological trends and industrial challenges [5][6].

Core Viewpoint - The strategic procurement cooperation agreement between Haike New Source and Hefei Qianrui marks a significant step in enhancing Haike's position in the global electrolyte materials sector, with a supply commitment of 200,000 tons of lithium-ion battery electrolyte solvents and additives [1][2]. Group 1: Company Overview - Haike New Source has established a production network across Shandong, Jiangsu, and Hubei, optimizing resource allocation and accelerating the transition of new products from laboratory to mass production [2]. - The company emphasizes technological innovation, with automotive-grade products undergoing rigorous validation, creating a collaborative environment between its technology innovation center and global agile service platforms [2]. - Haike's products are utilized by leading global battery and automotive companies, including BYD, Tesla, CATL, LG Energy Solution, Panasonic, and Samsung, reinforcing its market position [2]. Group 2: Strategic Partnership - The procurement agreement with Hefei Qianrui, a subsidiary of Nanjing Guoxuan Holding Group, indicates a strong recognition of Haike's products and capabilities, as the 200,000 tons of raw materials align with Hefei Qianrui's production capacity [1]. - This partnership highlights Haike's competitive advantages in technology, production capacity, and customer relationships, further solidifying its role in the electrolyte supply chain [1].

Core Viewpoint - The establishment of WeNeng (Chengmai) Battery Technology Co., Ltd. in Hainan marks a significant expansion in the electric vehicle and battery technology sector, focusing on various services including battery leasing and energy storage technology [2][3]. Company Overview - WeNeng (Chengmai) Battery Technology Co., Ltd. was recently founded with a registered capital of 60 million yuan, and its business scope includes electric vehicle charging infrastructure operation, battery leasing, energy storage technology services, and battery sales [2][3]. - The company is fully owned by Wuhan WeNeng Battery Asset Co., Ltd., which is jointly held by NIO Inc. and CATL among others [3][5]. Business Operations - The company’s operational focus includes the leasing of batteries, recycling of used power batteries from new energy vehicles, and the operation of electric vehicle charging infrastructure [5][6]. - The registered address of the company is located at 1237 Nanhai Avenue, Building 3, 10th Floor, Room 1009, Chengmai County, Hainan Province [3]. Industry Context - The establishment of WeNeng (Chengmai) and WeNeng (Wuhan) Battery Technology Co., Ltd. reflects the growing trend in the battery technology sector, particularly in the context of electric vehicles and renewable energy solutions [5][6]. - The battery leasing and recycling market is expected to grow significantly, driven by increasing demand for electric vehicles and sustainable energy solutions [5].

今日， 市场均价接近 10 万元 / 吨，报价已超过 11 万元 / 吨， 预计未来 1 个月六氟价格仍将持续上涨。 此轮六氟磷酸锂价格上涨的核心逻辑在于 供不应求 ，市场反馈一货难求。 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 国庆节之后，短短两周多时间六氟磷酸锂价格上涨幅度将近 60% ，开启属于六氟磷酸锂的狂欢。 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） 经历过六氟市场沉浮的资深行业人员基本都知道，该市场有自己的运行逻辑。一旦市场出现供不应求现象，市场情绪面 就是被无限放大。 在供需博弈及市场情绪的双重影响下，六氟磷酸锂价格一发不可控制的上涨。 2026 年市场需求持续向好，六氟磷酸锂供应缺口持续存在，价格仍将继续上涨。 ▼本文作者：赵女士/15638946210（微信同） END ...

电解液及原材料： | ar a | 量低价 | 量高价 | मरो स्थ | 涨跌 | 单位 | | --- | --- | --- | --- | --- | --- | | 电解液(三元/圆柱/2600mAh) | 1.6 | 2. 04 | 1.82 | - | 万元/吨 | | 电解液(三元/常规动力型) | 2 | 2. 43 | 2. 215 | - | 万元/吨 | | 电解液(锰酸锂) | 1.12 | 1.24 | 1.18 | | 万元/吨 | | 电解液(储能磷酸铁锂) | 1. 48 | 2. 01 | 1. 745 | | 万元/吨 | | 电解液(动力磷酸铁锂) | 1.58 | 2. 16 | -1. 87 | | 万元/吨 | | 六氟磷酸锂(国产) | 0 | 10 | 9.5 | 10.8 | 万元/吨 | | 六氟磷酸锂(出口) | 9.8 | 11 | 10. 4 | 10.9 | 万元/吨 | | 电池级EMC | 0. 62 | 0. 67 | 0. 645 | - | 万元/吨 | | 电池级DMC | 0. 43 | 0. 48 | 0. 455 | | 万元 ...

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硅基负极与固态电池高峰论坛 - 聚焦硅基负极突破·擘画固态电池新篇- 会议主办： 鑫椤资讯 生态合作伙伴： 杉杉科技 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 特邀赞助： 潍坊孚美新能源有限公司 展台赞助： 潍坊追日磁电科技有限公司 江苏亮果金属制品有限公司 潍坊孚美新能源有限公司 山东益大新材料股份有限公司 大连富丽石化贸易有限公司 涧光（上海）特种装备有限公司 山东京阳科技股份有限公司 连云港超力工业包装制品有限公司 贝士德仪器科技（北京）有限公司 恒源碳材料股份有限公司 山东亿维新材料有限责任公司 河南省鑫耀石墨制品有限责任公司 广州福瑞达工业技术有限公司 上海洁安流体科技有限公司 上海丝亚检测仪器有限公司 无锡锦亚智能装备有限公司 新疆中碳新材 料科 技有限责任公司 潍坊精华粉体科技股份有限公司 上海汇选机电设备有限公司 空气化工产品(中国)投资有限公司 山东千汇能源有限公司 唐纳森中国贸易有限公司 会议背景： 在全球能源结构深度转型与低碳可持续发展战略的驱动下，新 ...

Battery Production - In September 2025, global battery production reached 216.7 GWh, marking a year-on-year increase of 50.8%. For the first nine months of 2025, the total production was 1590.24 GWh, up by 49.13% [1] Energy Storage - Global energy storage battery production in September 2025 was 60.6 GWh, reflecting a year-on-year growth of 69.3%. The cumulative production for January to September 2025 was 406.28 GWh, an increase of 79.78% [1] Lithium Iron Phosphate (LFP) - In September 2025, global lithium iron phosphate production was 357,100 tons, showing a year-on-year increase of 50.5%. The cumulative production from January to September 2025 reached 2,661,600 tons, up by 63.47% [1] Phosphate Production - Global phosphate production in September 2025 was 295,500 tons, with a year-on-year growth of 49.62%. The total production for the first nine months of 2025 was 2,210,100 tons, increasing by 68.36% [1] NCM Materials - In September 2025, global NCM (Nickel Cobalt Manganese) material production was 97,100 tons, reflecting a year-on-year increase of 20.9%. The cumulative production for January to September 2025 was 734,800 tons, up by 2.13% [1] Precursor Production - Global NCM precursor production in September 2025 was 96,700 tons, with a year-on-year growth of 22.5%. The cumulative production for the first nine months of 2025 was 738,600 tons, increasing by 2.65% [2] Lithium Manganese Oxide - In September 2025, China's lithium manganese oxide production was 13,000 tons, marking a year-on-year increase of 27.7%. The cumulative production from January to September 2025 was 103,600 tons, up by 9.97% [2] Lithium Cobalt Oxide - China's lithium cobalt oxide production reached 11,000 tons in September 2025, reflecting a year-on-year growth of 22.9%. The total production for the first nine months of 2025 was 82,400 tons, increasing by 20.12% [2] Anode Materials - Global anode material production in September 2025 was 274,300 tons, with a year-on-year increase of 41.1%. The cumulative production for January to September 2025 was 2,084,000 tons, up by 36.59% [2] Electrolyte Production - In September 2025, global electrolyte production was 223,400 tons, reflecting a year-on-year growth of 40.6%. The cumulative production for the first nine months of 2025 was 1,625,600 tons, increasing by 43.67% [2] Separator Production - Global separator production in September 2025 was 3.046 billion square meters, with a year-on-year increase of 40.6%. The cumulative production for January to September 2025 was 22.78 billion square meters, up by 37.15% [3] Copper Foil Production - Domestic copper foil production in September 2025 was 92,200 tons, marking a year-on-year increase of 31.4%. The cumulative production for the first nine months of 2025 was 739,500 tons, up by 32.31% [3] Aluminum Foil Production - Domestic aluminum foil production in September 2025 was 51,300 tons, reflecting a year-on-year growth of 47%. The total production for January to September 2025 was 368,400 tons, increasing by 37.61% [4] Lithium Carbonate Production - Domestic lithium carbonate production in September 2025 was 84,400 tons, with a year-on-year increase of 47.1%. The cumulative production for the first nine months of 2025 was 646,900 tons, up by 39.14% [4] Lithium Hydroxide Production - Domestic lithium hydroxide production in September 2025 was 28,400 tons, showing a year-on-year decline of 5.2%. The total production for January to September 2025 was 253,400 tons, down by 6.59% [4] Recycled Lithium Carbonate - Domestic recycled lithium carbonate production in September 2025 was 6,350 tons, reflecting a year-on-year increase of 14.62%. The cumulative production for the first nine months of 2025 was 49,900 tons, down by 11.05% [4]

10月23日，"聚能启新·瑞浦兰钧品牌日"在浙江嘉善隆重举行。活动现场，瑞浦兰钧集中发布 储能、商用车、乘用车 三大板块多款重磅新品，涵盖 储能电芯、Powtrix®6.25MWh系统、辰星超充电池、辰星长寿命电池、辰星三元锂电 池以及全新问顶 ® 增混电池与问顶 ®新型固液混合电池系列 ，全面展示了瑞浦兰钧在动储协同、技术创新与产品落地 上的最新成果。 储能电芯系统协同升级，打造高安全长周期标杆方案 本次品牌日，瑞浦兰钧围绕能量密度、安全性能与系统集成效率三大核心，发布 392Ah储能电芯、588Ah超大容量电 芯及Powtrix® 6.25MWh储能系统 三款新品，构建"电芯+系统"协同优化的高性能解决方案。 首先发布的 392Ah储能电芯 ，堪称全场景电芯，是户储电芯大容量化、户用侧 /网侧电芯通用化趋势下的全能之选。 该电芯在保持紧凑体积的同时，单颗容量提升至392Ah，在提供相同电量输出的情况下，有效减少电芯数量，进一步 降低系统成本、简化结构，并提升系统集成效率与运行安全性。 基于更大容量和更长生命周期的需求，瑞浦兰钧同步推出 588Ah超大容量储能电芯 ，在保障安全的前提下，实现容量 跃升、效率 ...