Core Viewpoint - The article highlights the strong performance of Longpan Technology in the lithium iron phosphate (LFP) market, driven by significant long-term supply agreements and increasing demand for high-quality LFP materials [3][4][5]. Group 1: Supply Agreements - Longpan Technology signed a long-term procurement agreement with Sunwoda for a total of 106,800 tons of LFP materials from 2026 to 2030, with an estimated sales value of approximately 4.5 to 5.5 billion [3]. - The total order volume received by Longpan Technology's overseas factory has reached 676,300 tons, averaging over 130,000 tons per year over a five-year delivery period [5]. - A revised agreement with LGES increased the sales volume from 160,000 tons to 260,000 tons of LFP materials from 2024 to 2028 [6]. Group 2: Production Capacity - Longpan Technology's Indonesian base is expected to reach a production capacity of 120,000 tons per year, becoming a key supply hub for Southeast Asia and global markets [5]. - The first phase of the Indonesian base, with a capacity of 30,000 tons, is ramping up production, receiving high recognition from overseas customers [5]. - Domestic factories are also experiencing a surge in production, with significant increases in sales data reported in November [5]. Group 3: Market Demand - The tightening export controls on high-end LFP materials in China have made Longpan Technology's products highly sought after, leading to numerous long-term agreements with downstream customers [4]. - The overall demand in the new energy industry chain is expected to remain high, supported by favorable policy environments and increasing market needs [5].

值得注意的是，今年10月， LG化学 计划出售LG新能源价值2万亿韩元的股票 ，以帮助改善财务状况并 提升公司价值。 LG化学表示， 此次股权出售将使自身在LG新能源的持股比例下降2.5%至79.4%， 出 售所得将用于减少用于电池材 料和生物技术等新业务的贷款。 -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：储能前沿 韩国LG化学公司周五表示，计划将其在子公司LG新能源（LG Energy Solution）的 持股比例从80%左 右降至70%左右 ，以改善长期财务状况，提高股东回报。 受此消息影响，LG化学在首尔的股价下跌2%。 如果两次出售计划顺利进行，粗略计算， LG化学将获得约10 万亿韩元的回血，约合人民币480亿元 ， 将有效改善自身财务状况。 据LG化学最新财报显示，今年第三季度，其实现销售额11.1962万亿韩元，同比减少11.3%，环比减少 1.9%；实现营业利润为6797亿韩元，同比增加38.9%，环比增加42.6%。 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 ...

Core Viewpoint - The wet diaphragm industry is experiencing a significant price increase, with leading companies raising prices by 30%, marking the start of a second wave of price hikes in the sector [2][3]. Group 1: Industry Capacity and Demand - The capacity utilization rate of leading wet diaphragm manufacturers has significantly increased, with overall industry utilization exceeding 90%, driven by strong terminal demand in Q4 and downstream manufacturers stocking up on materials in anticipation of next year's demand [5]. - By 2026, downstream battery manufacturers are expected to shift from dry to wet processes, further boosting the demand for wet diaphragms, with large supply orders likely to emerge as discussions on supply for 2026 take place at the end of the year [5]. Group 2: Price Dynamics - The price of wet diaphragms is expected to break free from cost logic and achieve full marketization, as the past three years saw prices decline due to oversupply, leading to reduced profitability for manufacturers, some of whom faced losses [6]. - Following the first wave of price increases, leading wet diaphragm companies have turned losses into profits, and the second wave of price hikes is pushing the market towards a more market-driven pricing model, with potential for price increases to exceed expectations [6].

会议直播预约： 微信扫描下方二维码预约直播会议 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 线上直播 会议主题： 锂电12月排产数据发布 会议时间： 2025年12月2日15:30 会议平台： 鑫椤锂电视频号 -广告- l = E 数据发 群玩 2025年12月2日 15:30 直播时间 预约 立即预约扫码参与直播 讯言级研究品 ORF 20 ...

Core Viewpoint - The recent price increase rumors in the lithium iron phosphate market are driven by strong order volumes and a significant improvement in the supply-demand balance, alongside rising raw material prices [2][3]. Group 1: Price Increase Factors - Company A is aiming for profitability by December, prompting price hikes [2]. - Company B announced a comprehensive increase of 3000 yuan per ton in processing fees [2]. - Company C stated it will not accept orders below its cost price [2]. Group 2: Raw Material Price Changes - The price of wet-process phosphoric acid rose from 6400 yuan per ton at the beginning of November to 7250 yuan per ton, with corresponding cost increases for different methods [4]. - The price of ferrous sulfate increased from 500 yuan per ton to 580 yuan per ton, with minimal overall impact on phosphoric acid costs from other raw materials [5]. - Industrial ammonium prices rose from 5700 yuan per ton to 6700 yuan per ton, reflecting an increase in ammonium method costs [7]. Group 3: Cost Transmission to Phosphate Prices - The total cost of phosphoric acid has increased by approximately 1000 yuan per ton from November to the current date, making a corresponding price increase reasonable [5]. - Historically, when costs rise, phosphoric acid companies have only been able to pass on about half of the cost increase to downstream prices, raising questions about the feasibility of the current price hikes [5].

Core Viewpoint - Ningde Times announced a salary adjustment for employees at levels 1-6, effective January 1, 2026, with a uniform increase of 150 yuan in basic salary to attract and retain talent, despite the modest amount of the increase [2][4]. Group 1: Salary Adjustment Details - The salary adjustment applies to employees at levels 1-6 in Ningde Times and its wholly-owned subsidiaries, with joint ventures encouraged to follow suit [3][4]. - The adjustment includes a 150 yuan increase for levels 1-6 employees, while other salary structures remain unchanged [4]. - The adjustment is set to take effect on January 1, 2026 [4]. Group 2: Company Performance - In the first three quarters of the year, Ningde Times achieved a net profit of 49 billion yuan, representing a year-on-year growth of 36.20%, with revenue reaching 283.1 billion yuan, up 9.28% [6]. - The company maintained a leading position in the global power battery market, with a cumulative installation volume of 210.67 GWh and a market share of 42.75% [6]. - As of last year, Ningde Times had approximately 132,000 employees, with an average salary of 236,300 yuan, an increase of 10,600 yuan compared to 2023 [6].

Core Viewpoint - The article discusses a collaboration agreement between Jiemai Technology and CATL for the joint development of lithium battery composite current collectors, highlighting the production capacity commitments for the coming years [5]. Group 1: Agreement Details - Jiemai Technology's subsidiary, Zhejiang Rouzhen Technology, has signed a cooperation development framework agreement with CATL for the joint design and development of lithium battery composite current collectors [5]. - The agreement includes customized development, sample delivery, and mass production supply based on CATL's requirements [5]. Group 2: Production Capacity Commitments - The agreement stipulates that during CATL's mass production phase, Rouzhen Technology will prioritize ensuring a production capacity of no less than 1 million m² in 2025, 5 million m² in 2026, and 30 million m² in 2027 [5]. Group 3: Company Background - CATL is a leading player in lithium battery research, production, and sales, with a strong focus on soft-pack and digital lithium batteries, widely used in consumer electronics, new energy vehicles, and energy storage [5].

Group 1 - The core viewpoint of the article is the announcement of the environmental impact report for the construction project of a solid-state energy storage battery production facility by Huko Pure Lithium New Energy Co., Ltd. in Jiangxi Province, China [2] - The project has an investment of 150 million yuan and aims to produce 1 GWh of solid-state batteries, with a construction period of 12 months [2] - The facility will be located in the Hushan Technology Innovation Experimental Zone, covering an area of 68,092.25 square meters, and will include main engineering, auxiliary engineering, storage and transportation engineering, public engineering, and environmental protection engineering [2] Group 2 - Huko Pure Lithium New Energy Co., Ltd. was established in 2024 and is a wholly-owned subsidiary of Beijing Pure Lithium New Energy Technology Co., Ltd., focusing on battery manufacturing and sales [2]

Core Viewpoint - The article provides a detailed analysis of the monthly average prices of lithium batteries and key materials for November, highlighting price fluctuations and trends in various categories of materials used in battery production [2][3]. Price Trends of Key Materials - The average price of ternary materials (5 series) for power type increased by 1.01 million yuan/ton, reaching 14.73 million yuan/ton [3]. - The average price of lithium iron phosphate (power type) rose by 0.26 million yuan/ton, reaching 3.67 million yuan/ton [3]. - The average price of lithium manganese oxide (high pressure) saw a significant increase of 10.37%, reaching 3.51 million yuan/ton [3]. Specific Material Price Changes - Ternary material 6 series (single crystal 622 type) had an average price of 15.03 million yuan/ton, a decrease of 0.91% [3]. - The average price of battery-grade lithium hydroxide was reported at 7.71 million yuan/ton, reflecting a 10.50% increase [4]. - The price of battery-grade lithium carbonate (99.5% purity) averaged 8.58 million yuan/ton, with a 1.00% increase [4]. Future Market Insights - The article mentions upcoming research reports on the trends and competitive strategies for various battery materials from 2025 to 2029, indicating a focus on market dynamics and potential growth areas in the lithium battery sector [5].

Core Insights - The lithium battery industry is expected to experience a significant growth wave in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Predictions - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026. The energy storage sector is anticipated to grow even faster at 48.3%, driven by both domestic and international demand [5]. - There is a notable supply gap in the production of battery cells and key materials, highlighting the importance of ensuring 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 of Discussion - The conference will feature discussions on lithium carbonate fundamentals and supply-demand outlook, advancements in key electrolyte materials for batteries, and the development of high-performance polymer electrolytes [9][10]. - Topics will also include the industrialization of high-nickel materials in solid-state batteries and the development of sodium-ion battery materials [9][10]. Group 4: Participation and Costs - The participation fee for the conference is set at 2800 yuan per person, with a limited-time free attendance option available for the first 200 registrants [16].