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 ：西部财经融媒 一张到期的采矿证，引发中澳锂矿股集体狂欢，锂资源市场供需平衡迎来关键转折点。 8月10日深夜，几位投资者打着手电筒，沿着崎岖山路爬上宜丰县与奉新县交界的山顶。当午夜钟声敲 响，他们目睹了枧下窝矿区最后一批设备停止运转的瞬间——宁德时代旗下这座年产4.2万吨碳酸锂的矿 区正式停产。 8月11日早盘，碳酸锂期货所有合约开盘直接涨停，主力合约报81000元/吨，创下近三个月新高。 与此同时，锂矿股在全球市场集体飙升：A股天齐锂业、江特电机等多股涨停；港股赣锋锂业单日暴涨 18%；澳洲Liontown Resources一度暴涨25%，掀起锂资源板块的资本巨浪。 01 停产实锤：采矿证到期引发全球供应紧缩预期 8月11日上午，宁德时代在投资者互动平台正式回应："公司在宜春项目采矿许可证8月9日到期后已暂停 了开采作业。"公司表示正在尽快办理采矿证延续申请，并称该事项"对整体经营影响不大"。 枧下窝矿区停产早有预兆。8月10日，记者在宜丰县花桥乡湖溪村实地探访时发现，往日灯火通明的矿区 一片漆黑，村民证 ...

Group 1 - The article presents a detailed distribution map of the global lithium battery industry, covering the entire supply chain from raw materials to end applications [3] - The distribution map includes major lithium battery industry hubs in regions such as China, North America, Europe, Japan, and Southeast Asia [3] Group 2 - The distribution map is available for free to those who share the article on their social media and contact the editor [4] - The distribution of the maps is being carried out in order of registration [5]

Core Viewpoint - The article highlights the successful signing of a 2.8GWh independent energy storage project order by Nandu Power, marking a significant milestone in the commercialization of solid-state battery technology [1]. Group 1: Project Details - The project consists of three independent energy storage projects with a total capacity of 2.8GWh, including a 1.2GWh project in Shenzhen and two 800MWh projects in Shanwei [1]. - Upon completion, the project is expected to consume over 1 billion kilowatt-hours of renewable energy annually, significantly enhancing the regional grid's capacity to accept renewable energy [1]. Group 2: Environmental Impact - The project is projected to reduce carbon dioxide emissions by approximately 1 million tons each year, contributing to environmental sustainability [1]. Group 3: Technological Advancements - The project represents a major breakthrough for the company in integrating energy storage technology with specific application scenarios, addressing the high safety and lifecycle requirements in large cities like Shenzhen and supporting grid stability in Shanwei, which relies on offshore wind resources [1].

Core Viewpoint - The battery-grade manganese market is expected to continue its rapid growth, with a projected shipment volume of 57,000 tons in the first half of 2025, representing a year-on-year increase of 54% [1]. Group 1: Market Dynamics - Traditional manganese-based materials, particularly lithium manganese oxide, remain the largest application area, accounting for over 80% of the market in the first half of 2025. However, the share of new manganese-based cathode materials, such as lithium manganese iron phosphate, is increasing significantly [3]. - The new manganese-based cathode materials are anticipated to become the largest application market for battery-grade manganese as technologies like lithium iron phosphate and high-voltage nickel manganese oxide scale up in the near future [4]. Group 2: Production Processes - There are currently three main production processes for battery-grade manganese: metal manganese, manganese sulfate, and recycling methods. The metal manganese process holds the highest market share, with leading companies including Zhonggang Tianyuan. The manganese sulfate process ranks second, represented by Huicheng New Materials, while the recycling method is led by Shidai Zhongneng. Compared to 2024, the market share of the metal manganese process has decreased in the first half of 2025, while the shares of manganese sulfate and recycling methods have increased [6]. Group 3: Industry Concentration - The battery-grade manganese industry has a high concentration, with leading companies such as Zhonggang Tianyuan, Huicheng New Materials, Hunan Shuangfu, Zhongzhe New Materials, and Guangxi Manganese Hua collectively holding an 80% market share in the first half of 2025 [8]. Group 4: Future Outlook - With breakthroughs in manganese-based cathode material technology, the penetration rate of manganese materials is expected to continue increasing. Coupled with the inherent advantages of low cost and long cycle life of manganese materials, the shipment volume is projected to maintain high growth [10].

Core Viewpoint - The signing of the capital increase and share expansion agreement between Huangting International and Shenzhen Zunguang Solid State Battery marks a strategic move towards enhancing the company's capabilities in the solid-state battery sector, aligning with its "123" transformation strategy and focusing on new materials in energy storage [1]. Group 1: Company Overview - Huangting International has officially signed a capital increase and share expansion agreement with Shenzhen Zunguang Solid State Battery [1]. - Zunguang Solid State Battery specializes in the research, production, and sales of solid-state electrolytes and solid-state batteries [1]. Group 2: Product and Technology - The company has developed a third-generation carbon material known as "carbon quantum dot material," which allows for self-sufficient raw materials, controllable costs, and technological leadership [1]. - The products offer advantages such as high safety, high energy density, long cycle life, and wide temperature range, applicable in three major markets: power batteries, energy storage systems, and consumer electronics [1]. Group 3: Strategic Implications - The agreement is expected to enhance Huangting International's investment and development logic in the new material sector, particularly in energy storage [1]. - The company will actively participate in the governance of Zunguang Solid State Battery, fostering strategic collaboration in material research and development, application scenarios, and financing planning [1]. - This initiative aims to promote the commercialization and multi-scenario application of solid-state batteries, contributing to the national "dual carbon" strategy and energy security [1].

Core Viewpoint - The strategic cooperation agreement between Zhongchuang Xinhang and Guangdong Gaoyu Technology aims to advance the development of eVTOL power supply standardization products, leveraging high-density battery technology for urban air mobility solutions [1][2]. Group 1: Strategic Cooperation - Zhongchuang Xinhang has signed a strategic cooperation agreement with Guangdong Gaoyu Technology to deepen collaboration in the eVTOL sector [1]. - The partnership will focus on the development of standardized power supply products for eVTOL, enhancing the integration of smart vehicles and modern aviation [2]. Group 2: Battery Technology - Zhongchuang Xinhang's high-energy flight-specific battery features an energy density exceeding 300Wh/kg, suitable for 6C fast charging scenarios, and a second-generation semi-solid large cylindrical battery with an energy density of up to 350Wh/kg [1]. - The battery technology supports various aircraft types, including pure electric and hybrid models, aligning with Gaoyu's short-distance multi-rotor and cross-city composite wing technology [2]. Group 3: Market Impact - The GOVY AirCab, equipped with Zhongchuang Xinhang's advanced battery, has received over a thousand intent orders and is currently undergoing airworthiness certification, with plans for mass production and delivery by the second half of 2026 [1]. - The collaboration is expected to accelerate the commercialization of eVTOL solutions, contributing to the high-quality development of the low-altitude travel industry [2].

Core Viewpoint - The suspension of mining operations by CATL due to the expiration of its mining license is expected to impact the domestic lithium carbonate market, leading to a reduction in supply and an increase in prices [1]. Group 1: Company Operations - CATL announced the suspension of mining operations at the Yichun project after its mining license expired on August 9, 2023 [1]. - The mining license for the Jiangxiawo area will officially expire on August 9, 2025, and production will resume as soon as approval is obtained [1]. - The impact of this suspension on the overall operations of CATL is considered minimal [1]. Group 2: Market Impact - The suspension at the Jiangxiawo mining area, which has an annual production capacity of 42,000 tons of lithium carbonate, will lead to a monthly reduction of approximately 8% in domestic lithium carbonate production, equating to a decrease of 5,000 to 6,000 tons in supply [1]. - The tightening of lithium resource supply is further exacerbated by previous suspensions of projects in Qinghai due to mining license issues, such as those involving Zangge Mining [1]. - The market's growing concerns regarding supply constraints are expected to drive a significant increase in lithium carbonate prices following the announcement [1].

Core Viewpoint - The article highlights the collaboration between Changzhi High-tech Zone Management Committee and Zhengkunyuan (Beijing) Technology Co., Ltd. to establish a project for the production of 20,000 tons of fourth-generation lithium manganese iron phosphate annually, indicating a significant investment in the lithium battery industry [1]. Group 1 - The project involves a total investment of 300 million yuan, with the production line located in the Zhangze Industrial Park of Changzhi High-tech Zone [1]. - The construction of the project will be carried out in two phases, with the first phase requiring an investment of 80 million yuan and utilizing a standardized factory area of 5,000 square meters [1]. - Once fully operational, the project is expected to generate an annual output value of approximately 1 billion yuan [1].

Industry Highlights - China's salt lake lithium carbonate project has officially launched sales, with an annual production capacity of 20,000 tons and first batch purity exceeding 99.6% [1] - Jiangsu Nona New Materials is set to begin trial production of a 200,000-ton electrolyte project in October, with an investment of approximately 1.8 billion yuan [2] - SK On is undergoing restructuring, merging with SK Enmove to enhance competitiveness in the electric vehicle battery sector, with the new entity expected to be established by November 2025 [3] - German silicon-based anode company NorcSi has completed a financing round of 10.7 million euros to commence industrial production of pure silicon anode materials [4] Lithium Battery Material Market Lithium Carbonate - Domestic lithium carbonate prices are fluctuating around 68,000 yuan per ton, with market speculation about a potential 30-day shutdown of a lithium mine in Jiangxi [7] - Latest prices for lithium carbonate as of August 7: Battery-grade 99.5%: 71,000-73,000 yuan/ton; Industrial-grade 99.2%: 68,500-69,500 yuan/ton [8] Ternary Materials - Ternary material prices have seen a slight increase, with a projected 1,000 tons of additional supply from two major suppliers [9] - Current prices for ternary materials as of August 7: 5-series single crystal: 123,000-129,000 yuan/ton; 8-series 811 type: 142,000-148,000 yuan/ton [9] Lithium Iron Phosphate - The lithium iron phosphate market remains stable, with an expected production capacity of 300,000 tons by the end of the year, including a significant expansion by Bangpu [10] - Latest prices for lithium iron phosphate as of August 7: Power type: 32,100-33,200 yuan/ton; Energy storage type: 30,800-31,500 yuan/ton [10] Anode Materials - The anode materials market is stable, with prices closely aligned with production costs, and limited new orders for needle coke [11] - Latest prices for anode materials as of August 7: Natural graphite high-end products: 50,000-65,000 yuan/ton; Artificial graphite high-end: 31,800-64,800 yuan/ton [12] Separator - The separator market is stable, with a decline in orders from energy storage sectors due to reduced procurement from two major companies [13] - Latest prices for separators as of August 7: Base film 9μm/wet: 0.55-0.825 yuan/sqm; Base film 16μm/dry: 0.35-0.5 yuan/sqm [13] Electrolyte - The electrolyte market shows stable prices, with a slight increase in orders from energy storage applications [14] - Latest prices for electrolytes as of August 7: Lithium hexafluorophosphate electrolyte: 49,000-51,500 yuan/ton; Power ternary electrolyte: 19,000-23,400 yuan/ton [14] Lithium Battery Demand Battery Production - The domestic battery market is stable, with a slight increase in production driven by export preparations [15] - Latest prices for lithium batteries as of August 7: Square ternary power cell: 0.38-0.45 yuan/Wh; Square lithium iron phosphate power cell: 0.26-0.355 yuan/Wh [16] New Energy Vehicles - Passenger car sales reached 462,000 units, with new energy vehicle sales at 245,000 units, showing a year-on-year increase [16] - Notable developments include BYD's fifth-generation DM upgrade and Tesla's declining sales in Europe [16] Energy Storage - The energy storage battery market is performing well, with leading companies operating at full capacity and small manufacturers taking on contract orders [17] - Increased demand for energy storage orders is noted in Europe and Australia, while the U.S. market remains stable despite tariff disruptions [18]

Core Insights - Lyten, a California-based lithium-sulfur battery startup, has raised $200 million from existing investors to acquire the assets of bankrupt battery manufacturer Northvolt AB [1] - The acquisition aims to accelerate Lyten's expansion into the European stationary energy storage and military drone markets, shifting from its previous focus solely on the U.S. market [1] Group 1 - Northvolt filed for bankruptcy in March, marking one of Sweden's largest corporate bankruptcies, prompting a search for buyers [1] - The acquisition by Lyten has reignited hopes for independent battery development in Europe, as Northvolt had previously struggled to deliver quality battery cells despite support from major clients [1][2] - Lyten's acquisition includes Northvolt's entire operations in Sweden, including flagship factories and R&D facilities, as well as planned expansions and intellectual property [2] Group 2 - Lyten had already acquired Northvolt's production facility in Poland in July and plans to take over the Northvolt Six super factory project in Quebec, Canada [3] - Lyten is recognized as a leading global manufacturer of lithium-sulfur batteries, utilizing its "Lyten 3D Graphene" platform to produce lightweight, high-energy density, and cost-effective batteries without cobalt, nickel, or graphite [3] - The acquisition solidifies Lyten's position as a major player in the global battery market [3]