Core Viewpoint - The price of battery-grade lithium carbonate (99.5% purity) has increased by 2500 yuan compared to the previous day, with an average price reported at 74000 yuan per ton [1]. Group 1 - The current price of battery-grade lithium carbonate is 74000 yuan per ton [1]. - The price increase of 2500 yuan indicates a significant upward trend in the lithium market [1].

Core Viewpoint - The domestic lithium carbonate prices in China are experiencing a rebound due to various factors, including the impact of "anti-involution" and the challenges faced by lithium mining companies in Jiangxi regarding certification renewals [1][8]. Industry Hot News - Toyota's battery subsidiary, Prime Planet Energy & Solutions, announced a new battery plant in Dalian, China, with an investment of 3.7 billion yuan, although the production timeline is not disclosed [3]. - Zimbabwe's Kuvimba Mining House plans to start construction of a lithium processing plant with an investment of 270 million USD, expected to be operational by early 2027 [4]. - Honeycomb Energy aims to trial production of its first-generation semi-solid battery on a 2.3 GWh production line in Q4 2025, targeting large-scale supply by 2027 [5]. - LG Energy Solution and Toyota Tsusho established a joint venture in the U.S. for battery recycling, planning to process 13,500 tons of battery waste annually by 2026 [6]. Lithium Market Overview - Domestic lithium carbonate prices are rebounding, with battery-grade prices ranging from 71,000 to 72,000 yuan per ton as of July 24 [9][8]. - The three-material market is showing weak performance, with some manufacturers reducing production by nearly 20% in July [10]. - Phosphate lithium prices have slightly increased, but demand remains stable, with companies like Longpan Technology and Fengyuan Co. still reporting losses [11]. - Negative electrode material prices have seen a decline of around 500 yuan per ton, with production levels expected to remain stable or slightly increase in August [13]. - The electrolyte market is experiencing slight price drops, with competitive pressures limiting potential price increases despite rising lithium carbonate prices [15]. Battery Market Overview - The domestic battery market prices are stable, with August orders expected to be similar to July, and battery manufacturers are focusing on volume rather than price [16]. - The weekly sales of new energy vehicles showed a year-on-year decline, with total sales of 368,000 units, a decrease of 2.90% [17]. - The storage battery prices have slightly increased, with significant shipments from Huawei, particularly in the Philippines [18].

Core Viewpoint - Hunan Youneng plans to establish an investment company in Singapore and a project company in Malaysia to invest in a lithium battery cathode material project with an annual production capacity of 90,000 tons, totaling an investment of approximately 560 million Malaysian Ringgit, equivalent to about 950 million RMB, with a construction period of 15 months [1]. Group 1 - The project aims to better serve the new energy battery manufacturers in the ASEAN region, potentially reducing international trade friction risks [1]. - The investment is expected to help expand production capacity, enhance the company's global market share, and improve overall competitiveness [1].

Group 1 - The company announced a stock suspension due to the planning of a change in control, which may lead to a change in the actual controller [1] - The actual controllers, Zhu Jun and Lu Shunmin, are in discussions regarding the control change, but no formal agreements have been signed yet [1] - Industry insiders speculate that the potential acquirer may be interested in the company's rich lithium mineral resources [1] Group 2 - The company disclosed that its wholly-owned subsidiary, Yichun Yinli New Energy Co., Ltd., will initiate a comprehensive production suspension for maintenance starting July 25, lasting approximately 26 days [1] - The main purpose of the maintenance is to reduce production costs and ensure the safe and stable operation of production equipment [1] - During the maintenance period, a technical team will conduct a thorough inspection and maintenance of production equipment, along with technical upgrades to improve production line efficiency [1]

2025年上半年，中国换电重卡市场迎来爆发式增长， 终端销量达24,491辆，同比增长175%，带动电池 装车总量攀升至9,626MWh（约9.6GWh）。 据电车汇最新数据显示，瑞浦兰钧表现突出， 以 1,708.9MWh（约1.7GWh）的装车量和18%的市场份额，位居第二。 瑞浦兰钧凭借创新技术、灵活选配机制和定制化解决方案，深度绑定多个主机厂和核心运营场景，展现出 精准的市场拓展实力和强劲的供应链能力，也为构建绿色的现代化物流体系注入新活力。 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 ： 瑞浦兰钧 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~ END 未来，瑞浦兰钧将依托换电重卡市场的持续扩容，加速技术创新，深化场景化应用，致力于为全球绿色货 运配送体系的完善与交通领域深度转型提供更具竞争力的技术与产品支撑，驱动行业可持续前行。 ...

Core Viewpoint - The article discusses the acquisition of 100% shares of Hebei Jinli New Energy Technology Co., Ltd. by Foshan Plastics Technology Co., Ltd. for a total consideration of 5.08 billion RMB, which will make Jinli a subsidiary of Foshan Plastics [1][2]. Group 1: Acquisition Details - Foshan Plastics is acquiring shares from 102 parties, including Yuan Haichao and Huahao Century [1]. - The transaction involves issuing shares to Guangdong Guangxin Holdings Group Co., Ltd. to raise matching funds [1]. Group 2: Company Profile of Jinli - Jinli focuses on the research, production, and sales of lithium battery wet separators, with a comprehensive product layout and strong technical research capabilities [3]. - In 2024, Jinli is expected to hold approximately 18% market share in China's wet separator market, ranking second in the industry [3]. Group 3: Customer Base and Revenue Concentration - Major customers of Jinli include leading companies in the lithium-ion battery sector such as CATL, BYD, Guoxuan High-Tech, EVE Energy, and Ruipu Lanjun [3]. - The revenue from the top five customers accounted for 84.01% and 76.73% of Jinli's main business income during the reporting period, indicating a high concentration of customers [3]. Group 4: Performance Commitments and Financial Outlook - According to the performance compensation agreement, Jinli's committed net profits for 2025, 2026, and 2027 are not less than 230 million, 360 million, and 610 million RMB, respectively [4]. - Jinli reported a net loss of 91.44 million RMB in 2024 due to industry supply-demand imbalances, but has turned profitable in the first five months of 2025 with a net profit of 88.87 million RMB [4].

Core Viewpoint - The article discusses the recent public announcement by the Ningde City Ecological Environment Bureau regarding the acceptance of the technical transformation project report for the Times FAW Power Battery Co., Ltd, indicating the formal approval of the project [1]. Group 1: Company Overview - Times FAW is a joint venture established by Ningde Times and FAW Group, focusing on the development, production, and sales of lithium-ion batteries, power batteries, and large-capacity energy storage batteries, along with related after-sales and technical consulting services [2]. - The company was founded on January 31, 2019, and has been actively involved in various projects, including the construction of a power battery project with an annual production capacity of 10GWh [2]. Group 2: Project Details - The first phase of the project, which has a production capacity of 10GWh, passed the environmental protection self-assessment on August 25, 2022, and has reached the approved capacity for environmental impact assessment [2]. - The second phase of the project aims to expand the production capacity to 30GWh, with ongoing construction of additional production lines and facilities [2]. - To meet market competition and industry development requirements, Times FAW plans to invest 200 million yuan to increase the first phase's production capacity by an additional 10GWh and introduce lithium iron phosphate battery production capabilities [2]. - The construction period for this project is set from July 2025 to January 2026, after which the total production capacity of the plant will reach 40GWh, including the already approved and under-construction capacities [2].

Core Viewpoint - The company is advancing its all-solid-state battery technology, moving from laboratory to pilot production, with plans to scale up production capacity significantly by 2026 [1][2]. Group 1: All-Solid-State Battery Development - The company announced that its all-solid-state battery has progressed to the pilot production stage, with a target capacity of 0.2 GWh for the sulfide all-solid-state battery pilot line by the end of this year [1]. - The company plans to deliver 60Ah sulfide all-solid-state batteries to strategic partner customers and has gained interest from several well-known new energy vehicle manufacturers [1]. - The company aims to expand its all-solid-state battery production capacity to GWh level by 2026 based on customer feedback and strategic planning [1]. Group 2: Technical Specifications - The all-solid-state battery utilizes a high nickel ternary + soft package + stacking process, achieving an energy density exceeding 400 Wh/kg and has entered the testing phase [1]. - The solid-state electrolyte has passed various safety tests, demonstrating self-shutdown capabilities in the event of thermal runaway [1]. - The company is also developing an oxide/polymer composite all-solid-state battery, which can reach an energy density of 500 Wh/kg, and has completed the development of compatible composite electrolyte materials [2].

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 [2] - The distribution map includes major lithium battery industry clusters in regions such as China, North America, Europe, Japan, and Southeast Asia [2] Group 2 - The distribution map is available for free to those who share the article on their social media and contact the editor [3] - The distribution map is being dispatched in order of registration [4]

Core Viewpoint - The global energy storage shipment volume is projected to reach 210.6 GWh in the first half of 2025, indicating significant growth in the energy storage sector [1]. Group 1 - The global energy storage shipment volume for 2025H1 is estimated at 210.6 GWh [1].