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 ...

Core Viewpoint - Nord's composite aluminum foil products have successfully completed their first overseas order delivery, marking a significant step towards global market entry and large-scale production in the high-end battery materials sector [1][2]. Group 1: Product Development and Market Entry - The successful delivery of the first overseas orders for composite aluminum foil indicates international market recognition of the product's performance [1]. - The introduction of new porous composite aluminum foil products is aimed at next-generation battery technologies, particularly solid-state batteries, enhancing the company's product matrix [1][2]. - The advanced high-vacuum evaporation coating equipment developed by the company supports the high-quality manufacturing of composite aluminum foil [2]. Group 2: Industry Positioning and Future Outlook - The new porous composite aluminum foil has shown excellent compatibility within solid-state battery systems and has received recognition from multiple end customers, providing a material foundation for the evolution of cutting-edge battery technologies [2].

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]

Core Insights - BYD Group's Fudi Battery Co., Ltd. has signed a new energy industry project in Zhijiang, indicating a strategic move to enhance its presence in the battery sector [1][2][3] - The local government emphasizes the importance of the "dual carbon" strategy, which has led to the establishment of a closed-loop system for the four main materials in the lithium battery industry [1] - The signing of this project is expected to inject strong momentum into the development of the new energy industry in Zhijiang, further enhancing the local industrial chain [1] Group 1 - The signing ceremony for BYD's new energy project took place on December 1, highlighting the company's commitment to expanding its operations in the lithium battery sector [1] - Zhijiang has successfully attracted 13 leading enterprises in the new energy materials sector, showcasing its strategic focus on transitioning from traditional chemicals to new energy [1] - The project is likely to focus on the power battery sector, although specific details have not been disclosed [2] Group 2 - BYD's establishment in Zhijiang represents a further enhancement of its new energy industry layout in Hubei province [3]

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：快科技 近日，福建省财政厅、科技厅下达2025年度省创新实验室建设运行补助经费。 其中，宁德时代创新实验 室获得建设补助经费1.26亿元、运行补助经费0.5亿元，合计1.76亿元。 宁德时代创新实验室（中国福建能源器件科学与技术创新实验室）是全省首个由政府推动、依托民营企业 组建的省创新实验室，通过充分发挥企业在市场、技术、应用等资源配置方面灵活高效的优势，将现代化 的企业管理与灵活的产学研用机制相结合，实现企业研发体系与实验室建设有机融合，打造具有强劲创新 驱动力和全球产业影响力的一流科技创新高地与人才聚集地。 依托宁德时代的产业优势，宁德时代创新实验室在垂直技术部门积累技术实力，在解决问题时横向快速整 合资源，形成高效协同的作战团队。目前，实验室研发团队规模超1200人，硕士以上学历占比55%，平 均年龄29岁，展现出较强的创新活力。今年6月，宁德时代创新实验室在国际学术期刊《自然·纳米技术》 上以"锂金属电池电解质实用化设计"为题，发表了研究团队在锂金属电池技术领域取得的重大研究进展， 为锂金属电池产业 ...

Core Viewpoint - Enjie Co., Ltd. plans to acquire 100% equity of Qingdao Zhongke Hualian New Materials Co., Ltd. through share issuance and raise supporting funds, with stock suspension starting from December 1 [1] Group 1: Company Overview - Enjie Co., Ltd. is a leading lithium battery separator manufacturer [1] - Qingdao Zhongke Hualian was established on November 11, 2011, and specializes in the R&D, production, and sales of various new materials, including wet-process PE separators, BOPET, PI separators, proton exchange membranes, and high-strength fibers [2] - The company provides comprehensive solutions for automated production lines, including equipment installation, debugging, technical training, after-sales maintenance, and technical guidance [2] Group 2: Transaction Details - The transaction is currently in the planning stage, with preliminary agreements signed with major shareholders of Zhongke Hualian [2] - Enjie is expected to disclose the transaction plan within 10 trading days, by December 15, in accordance with relevant disclosure requirements [3] - If the company fails to hold a board meeting and disclose the transaction plan by the deadline, its stock will resume trading on December 15 and the planning will be terminated [3]