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： ORF 20 会议直播预约： 微信扫描下方二维码预约直播会议 -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 鑫椤锂电视频号 ...

Core Viewpoint - The article emphasizes the significant advancements made by Shenzhen Yanyi New Materials Co., Ltd. in the mass production of sulfide solid electrolytes, which are crucial for the commercialization of all-solid-state batteries, marking a breakthrough in China's core material sector [3][11]. Group 1: Breakthroughs in Production - Yanyi has achieved stable mass production of sulfide solid electrolytes, with a designed production capacity of 500 tons per year, addressing global challenges in low-cost large-scale manufacturing [3][6]. - The company has developed a unique element doping and structural design to enhance the room temperature ionic conductivity and air stability of sulfide electrolytes, overcoming significant engineering obstacles [5]. - Yanyi has established a vertically integrated supply chain by achieving low-cost, large-scale self-production of high-purity lithium sulfide, which is a key raw material affecting overall electrolyte costs [7]. Group 2: Quality Assurance and Performance - The company leverages decades of experience in high-nickel cathodes and lithium supplementation to ensure that mass production does not compromise performance, achieving a batch ionic conductivity deviation of less than 5% and purity above 99.9% [8]. Group 3: Market Potential and Future Applications - With the breakthrough in core materials, the industrialization of solid-state batteries is accelerating, with projections indicating that the Chinese solid-state battery market could exceed $4.5 billion by 2025, capturing over 40% of the global market share [10]. - The demand for solid-state batteries is driven by the need for long endurance, high safety, and lightweight solutions, particularly in low-altitude aircraft, humanoid robots, and high-end consumer electronics [10]. Group 4: Future Collaboration - Yanyi's successful mass production of sulfide solid electrolytes fills a gap in the domestic supply chain and provides a solid material foundation for the commercialization of all-solid-state batteries, indicating a commitment to collaborative innovation in the new energy sector [11].

Industry Overview - The lithium battery industry is currently in a peak season, with significant price increases observed in materials such as tetravalent cobalt, lithium cobalt oxide, and lithium hexafluorophosphate, driving up the prices of ternary materials [2] - The market outlook for November indicates continued demand, with some materials experiencing upward price trends and supply tightness, suggesting a robust performance in battery production despite the seasonal downturn [2] Company Developments - Ganfeng Lithium's new project for an annual production of 80,000 tons of lithium iron phosphate is progressing well, with the main construction expected to be completed by 2026 [3][4] - Hunan Youneng reported full production and sales due to strong demand from downstream power and energy storage batteries, with sales of phosphate-based positive materials reaching 784,900 tons from January to September, a year-on-year increase of 64.86% [5] - Yongtai Technology maintains high capacity utilization rates across its lithium battery materials, with significant production capacities for various products including electrolyte and lithium hexafluorophosphate [6] Market Trends - In October, China's e-cigarette exports reached approximately $1.098 billion, marking a year-on-year increase of 23.64% [7] - Lithium carbonate prices have shown volatility, with recent market fluctuations leading to increased trading volumes and a faster pace of inventory depletion [8] - The price of lithium carbonate as of November 27 is reported at 93,000 to 95,000 yuan per ton [9] Material Pricing - Ternary material prices as of November 27 are as follows: single crystal 5 series at 155,000 to 160,000 yuan per ton, and 8 series 811 type at 164,000 to 168,000 yuan per ton [12] - Phosphate lithium prices have seen slight increases, with expectations of a 2-3% production rise in December [12] - The latest prices for negative materials range from 50,000 to 65,000 yuan per ton for high-end natural graphite products [16] Battery Production and Sales - Battery production is expected to remain stable in December, with leading battery manufacturers anticipating slight increases in output, particularly supported by heavy-duty and energy storage orders [19] - The retail sales of new energy vehicles from January to November reached 10.998 million units, a year-on-year increase of 20% [20] Storage Market - The domestic energy storage market continues to show strong demand, with significant growth observed in Eastern Europe, particularly in Bulgaria, which has seen an 8-9 times increase compared to last year [21] - The tender market has been robust, with November's total tender scale reaching 34.45 GWh, expected to rise to 45-50 GWh by the end of the month [22]

与使用现有电解质的电池相比，采用新技术的电池基本容量增加了约15%，高倍率放电容量增加了约 50%。 本次研究由LG化学新一代材料研究院联合韩国汉阳大学Taeseup Song教授研究团队共同进行。相关 研究成果已于学术期刊杂志《Advanced Energy Materials》上进行发表。 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~ -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：快科技 日前， LG化学宣布开发出大幅提高全固态电池性能的核心技术，以均匀控制其核心材料固态电解质粒 子的大小。 鑫椤报告预售： 2025-2029年中国三元材料运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂运行趋势及竞争策略研究报告 2025-2029年全球负极材料运行趋势及竞争策略研究报告 2025-2029年全球电解液运行趋势及竞争策略研究报告 2025-2029年全球储能市场运行趋势及竞争策略研究报告 2025-2029年全球固态电池运行趋势及竞争策略研究报告 202 ...

Group 1 - The core viewpoint of the article highlights the establishment of a significant lithium iron phosphate battery factory by CATL and Stellantis in Spain, with a total investment of €4.1 billion, aiming for carbon neutrality and a production capacity of 50 GWh by the end of 2026 [2] - The factory will be located in a small town with a population of only 1,300, and it has received over €300 million in EU funding, indicating strong governmental support for the project [2] - Approximately 2,000 Chinese workers will be involved in the construction, and the factory plans to hire and train 3,000 Spanish employees, reflecting a commitment to local employment [2] Group 2 - The European Automobile Manufacturers Association is advocating for stricter local procurement requirements for auto parts to protect against competition from Chinese firms [3] - The European Commission is preparing to introduce new measures aimed at boosting the automotive industry, indicating a proactive approach to enhance competitiveness [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~ 亿纬锂能储能欧洲区销售总监叶坤燕表示："Vimab BESS AB拥有专业的项目运营能力、丰富的 运营经验，本次携手是进一步深化合作的结果，更体现了双方发挥各自优势，共同为欧洲绿色能源 发展助力的信心与决心。我们期待后续持续深耕本土化服务，为全球能源转型贡献力量。" 以产品力、服务力筑牢欧洲本地化根基 欧洲气候、地理环境复杂多样，对储能系统的性能稳定性、环境适应性及安全可靠性提出严苛要 求。亿纬锂能以技术创新为核心，提供采用高能量密度、高安全性、高可靠性储能电池技术的产 品，配备智能BMS系统，保障极端环境下稳定运行。同时，公司将为Vimab BESS AB提供全链路 支持，覆盖产品交付至后期运维的全流程服务。 当前，亿纬锂能正通过战略性本土合作加速欧洲布局，依托德国办公室持续完善本地化销售团队、 工程及售后服务体系，确保为客户提供快速响应、全场景解决方案与服务保障。此次与Vimab BESS AB的合作，正是本地化战略落地的关键实践——以本土伙伴的资源优势为依托，精准地匹 配欧洲市场需求。 本文来源：亿纬锂 ...

Core Viewpoint - The article discusses the recent suspension announcement by Gao Le Co., Ltd. due to potential changes in control stemming from its major shareholder, Huatong Group, planning to transfer its shares or delegate voting rights, which may lead to a shift in the company's governance structure [2][6]. Group 1: Company Background - Huatong Group, established in 2003, is the largest shareholder of Gao Le Co., Ltd. and primarily operates in pig farming and slaughtering [5]. - Gao Le Co., Ltd., founded in October 1989, has two main business segments: toys and internet education [6]. Group 2: Shareholding Changes - In November 2022, Huatong Group acquired a 14% stake in Gao Le Co., Ltd. by purchasing 133 million shares for 290 million yuan, along with additional voting rights, resulting in a total control of 21.74% of voting rights [6]. - Following Huatong Group's acquisition, the company aimed to diversify into the new energy battery sector, announcing a 2 billion yuan investment in a 2GWh solid-state battery project in January 2023 [6]. Group 3: Project Adjustments and Financial Performance - By June 2024, the initial project was revised to a 1.2GWh sodium-ion battery project with a reduced investment of 1.05 billion yuan, indicating challenges in the transition to the new energy sector [6]. - As of the first three quarters of 2025, Gao Le Co., Ltd. reported revenues of 226 million yuan, a year-on-year increase of 10.06%, but still faced a net loss of 11.67 million yuan [7].

Core Insights - The article highlights the successful signing of bulk battery assembly line orders by Liyuanheng with leading industry players, covering essential equipment such as ultrasonic welding machines, laser welding machines for connection pieces, top cover welding machines, sealing nail welding machines, helium testing machines, and high-speed logistics lines [2] Group 1 - The entire assembly line achieves seamless integration through intelligent equipment collaboration, significantly reducing long-term labor costs with the application of less labor-intensive technology [3] - Modular design and the synergy of electromechanical control and software greatly enhance compatibility and effectively shorten the changeover cycle [4] - Liyuanheng's laser welding technology focuses on precision and reliability, establishing a comprehensive technical system that includes customized lasers, beam quality optimization, optical path stability control, precise control of spot size, dynamic matching of energy density, and intelligent control, forming a standardized process database [4] Group 2 - The company ensures zero-defect delivery through pre-welding focal point visual monitoring and dynamic monitoring throughout the process, leveraging core advantages such as high Overall Equipment Effectiveness (OEE), high yield rates, high levels of automation, and rapid changeover to assist leading clients in achieving economical, high-quality, and diversified production goals [4]

-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 根据 ICC 鑫椤锂电数据库统计， 2025 年磷酸铁锂产量预计将达到 385 万吨，同比增长 58.8% 。 对于 2026 年的产量增幅预测目前争议较大，但总体还是维持在 30-50% 之间，基于此 我们推测 2026 年市场对磷酸铁的需求量在 389-463 万吨之间。 | | 2025年 | 2026年 | 2026年 2026年 | | 2026年 | 2026年 | | --- | --- | --- | --- | --- | --- | --- | | | | (30%) | 35%) | (40%) | (45%) | (50%) | | LFP总产量 | 1385 | 1501 F l v | 520- | - 539 | 228 | 578 | | 非PP工艺LFP产量 | 67 | 金金 95 | 95-1 | n 95 | 95 | 05 | | FP工艺LFP产量 | 318 | 406 | 425 | 444 | 463 | 483 | | FP需求量 | 3 ...

Group 1 - The core viewpoint of the article highlights the collaboration between CATL and Marubeni Corporation's subsidiary, Marubeni Power Retail, along with Sun Village, to develop a grid-level energy storage project in Japan with a total scale of 2.4 GWh [2] - The partnership aims to leverage the strengths of each company in project development, energy storage technology, and energy operation to accelerate the commercialization and scaling of the energy storage project [2] - Additionally, CATL has signed a supply agreement with AI.net LLC for a 1 GWh energy storage system, focusing on the deployment of 705.5 kWh TENER Flex units for various energy storage sites in Japan [3][4] Group 2 - AI.net plans to initially focus on the northeastern region of Japan, collaborating with local businesses and regional governments for project development [5] - The goal of AI.net is to achieve a storage capacity of 500 MW by the end of March 2028 [6]